13F Insight
DOSSIER · 13F Holders · Q4 2025Defensive growthQuality
ONEV

SPDR SERIES TRUST

92 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 78468R754·92 13F holders·last filed Dec 31, 2025
Market cap
—
▲ 9.4%
vs prior quarter
13F value held
$434M
70.0% inst. owned
of float
Holders
92
-117 QoQ
filers reporting
Activity
+70 / −8
+1,004 added · −850 reduced
this quarter
Concentration
59.18%
Alaska Permanent Fund Corp #1
top holder share
AI Holders Summary · Q4 2025

92 institutions reported ONEV in Q4 2025. Alaska Permanent Fund Corp leads at 59.2% of the visible book. -117 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Alaska Permanent Fund Corp
CIK 0001582681
$257M1.9M16.43%Q4 202502
Ameritas Investment Partners, Inc.
CIK 0001055980
$48M355K1.46%Q1 202603
LPL Financial LLC
CIK 0001403438
$35M262K0.01%Q1 202604
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$12M93K0.07%Q2 202505
Coral Wealth Management, LLC
CIK 0002135133
$9M372K10.40%Q1 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M63K0.01%Q1 202607
Wolf Group Capital Advisors
CIK 0001579111
$8M64K2.73%Q1 202508
Berkeley, Inc
CIK 0002051965
$7M52K2.34%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$6M46K0.01%Q1 202610
Dynamic Advisor Solutions LLC
CIK 0001599747
$6M44K0.18%Q1 202611
Provident Wealth Management, LLC
CIK 0001799797
$5M41K1.65%Q1 202612
Equitable Holdings, Inc.
CIK 0001333986
$5M37K0.03%Q1 202613
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$4M30K0.26%Q1 202614
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M29K0.00%Q1 202615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$4M28K0.00%Q1 202616
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M26K0.00%Q1 202617
Ausdal Financial Partners, Inc.
CIK 0001667146
$3M26K0.15%Q1 202618
Proactive Wealth Strategies LLC
CIK 0002043129
$3M23K0.58%Q1 202619
Ameritas Advisory Services, LLC
CIK 0001901275
$3M20K0.10%Q1 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M20K0.00%Q1 2026
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