DOSSIER · 13F Holders · Q4 2025Inflation hedgeYield
ONEO

SPDR SERIES TRUST

16 institutions still hold SPDR SERIES TRUST as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78468R762·16 13F holders·last filed Dec 31, 2025
Market cap
3.1%
vs prior quarter
13F value held
$15M
74.0% inst. owned
of float
Holders
16
+108 QoQ
filers reporting
Activity
+53 / −110
+811 added · −746 reduced
this quarter
Concentration
32.56%
Alaska Permanent Fund Corp #1
top holder share
AI Holders Summary · Q4 2025

16 institutions reported ONEO in Q4 2025. Alaska Permanent Fund Corp leads at 32.6% of the visible book. +108 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Alaska Permanent Fund Corp
CIK 0001582681
$5M35K0.30%Q4 2025
02
LPL Financial LLC
CIK 0001403438
$2M17K0.00%Q1 2026
03
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M12K0.00%Q1 2026
04
Merit Financial Group, LLC
CIK 0001621225
$1M11K0.01%Q1 2026
05
Insight Advisors, LLC/ PA
CIK 0001844880
$1M10K0.26%Q1 2026
06
CITADEL ADVISORS LLC
CIK 0001423053
$1M9K0.00%Q4 2025
07
BANK OF AMERICA CORP /DE/
CIK 0000070858
$753,7596K0.00%Q1 2026
08
GOLDMAN SACHS GROUP INC
CIK 0000886982
$463,9153K0.00%Q1 2026
09
Cetera Investment Advisers
CIK 0001666741
$242,8702K0.00%Q1 2026
10
Boyce & Associates Wealth Consulting, Inc.
CIK 0001922884
$221,4012K0.17%Q1 2026
11
OSAIC HOLDINGS, INC.
CIK 0001677044
$161,6891K0.00%Q1 2026
12
Pinnacle Bancorp, Inc.
CIK 0001703383
$33,4032510.01%Q1 2026
13
UBS Group AG
CIK 0001610520
$17,1671290.00%Q1 2026
14
FIRST COMMUNITY TRUST NA
CIK 0001130344
$2,395180.00%Q1 2026
15
WELLS FARGO & COMPANY/MN
CIK 0000072971
$10510.00%Q1 2026
16
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025