13F Insight
DOSSIER · 13F Holders · Q2 2026
ONEY

SPDR SERIES TRUST

127 institutions still hold SPDR SERIES TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78468R770·127 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$434M
visible holders
Holders
127
filers reporting
Concentration
17.50%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

127 institutions reported ONEY in Q2 2026. LPL Financial LLC leads at 17.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$76M593K0.02%Q2 202602
AMERIPRISE FINANCIAL INC
CIK 0000820027
$75M587K0.02%Q2 202603
Kestra Investment Management, LLC
CIK 0001962449
$48M377K0.94%Q2 202604
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$41M345K0.11%Q1 202605
Creative Planning
CIK 0001540235
$33M255K0.02%Q2 202606
Mariner, LLC
CIK 0001373442
$29M227K0.03%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$22M171K0.01%Q2 202608
Alaska Permanent Fund Corp
CIK 0001582681
$15M112K1.02%Q2 202609
Lebenthal Global Advisors, LLC
CIK 0001845766
$15M114K1.96%Q2 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M105K0.00%Q2 202611
Waverly Advisors, LLC
CIK 0001568787
$9M72K0.05%Q2 202612
Cetera Investment Advisers
CIK 0001666741
$9M68K0.01%Q2 202613
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$8M60K0.00%Q2 202614
Steward Partners Investment Advisory, LLC
CIK 0001723397
$7M56K0.04%Q2 202615
Equitable Holdings, Inc.
CIK 0001333986
$7M54K0.04%Q2 202616
GOLDMAN SACHS GROUP INC
CIK 0000886982
$6M46K0.00%Q2 202617
Holos Integrated Wealth LLC
CIK 0002080096
$6M43K2.61%Q2 202618
Kingsview Wealth Management, LLC
CIK 0001791965
$6M43K0.07%Q2 202619
Collaborative Wealth Managment Inc.
CIK 0001896419
$5M40K2.16%Q2 202620
FMA Wealth Management, LLC
CIK 0002011155
$5M38K3.11%Q2 2026
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