13F Insight
DOSSIER · 13F Holders · Q4 2025
ONEY

SPDR SERIES TRUST

121 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 78468R770·121 13F holders·last filed Dec 31, 2025
Market cap
—
13F value held
$623M
visible holders
Holders
121
filers reporting
Concentration
38.15%
Alaska Permanent Fund Corp #1
top holder share
AI Holders Summary · Q4 2025

121 institutions reported ONEY in Q4 2025. Alaska Permanent Fund Corp leads at 38.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Alaska Permanent Fund Corp
CIK 0001582681
$238M2.0M15.22%Q4 202502
LPL Financial LLC
CIK 0001403438
$72M600K0.02%Q1 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$71M588K0.02%Q1 202604
Kestra Investment Management, LLC
CIK 0001962449
$42M351K0.73%Q1 202605
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$41M345K0.11%Q1 202606
Creative Planning
CIK 0001540235
$29M243K0.02%Q1 202607
Mariner, LLC
CIK 0001373442
$26M217K0.03%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$21M174K0.01%Q1 202609
Lebenthal Global Advisors, LLC
CIK 0001845766
$14M116K2.02%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M95K0.00%Q1 202611
Waverly Advisors, LLC
CIK 0001568787
$8M66K0.06%Q1 202612
Cetera Investment Advisers
CIK 0001666741
$7M59K0.01%Q1 202613
Steward Partners Investment Advisory, LLC
CIK 0001723397
$7M57K0.04%Q1 202614
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$7M55K0.00%Q1 202615
Holos Integrated Wealth LLC
CIK 0002080096
$6M43K2.61%Q2 202616
Kingsview Wealth Management, LLC
CIK 0001791965
$5M43K0.07%Q1 202617
Equitable Holdings, Inc.
CIK 0001333986
$5M44K0.03%Q1 202618
FMA Wealth Management, LLC
CIK 0002011155
$5M38K3.11%Q2 202619
Collaborative Wealth Managment Inc.
CIK 0001896419
$5M38K2.09%Q1 202620
Family Investment Center, Inc.
CIK 0001897700
$4M35K0.74%Q2 2026
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