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

SPDR SERIES TRUST

117 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 78468r770·117 13F holders·last filed Dec 31, 2025
Market cap
—
▲ 4.4%
vs prior quarter
13F value held
$585M
78.0% inst. owned
of float
Holders
117
-11 QoQ
filers reporting
Activity
+41 / −62
+979 added · −787 reduced
this quarter
Concentration
40.65%
Alaska Permanent Fund Corp #1
top holder share
AI Holders Summary · Q4 2025

117 institutions reported ONEY in Q4 2025. Alaska Permanent Fund Corp leads at 40.7% of the visible book. -11 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
$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
Creative Planning
CIK 0001540235
$29M243K0.02%Q1 202606
Mariner, LLC
CIK 0001373442
$26M217K0.03%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$21M174K0.01%Q1 202608
Lebenthal Global Advisors, LLC
CIK 0001845766
$14M116K2.02%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M95K0.00%Q1 202610
Waverly Advisors, LLC
CIK 0001568787
$8M66K0.06%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$7M59K0.01%Q1 202612
Steward Partners Investment Advisory, LLC
CIK 0001723397
$7M57K0.04%Q1 202613
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$7M55K0.00%Q1 202614
Holos Integrated Wealth LLC
CIK 0002080096
$5M44K2.66%Q1 202615
Kingsview Wealth Management, LLC
CIK 0001791965
$5M43K0.07%Q1 202616
Equitable Holdings, Inc.
CIK 0001333986
$5M44K0.03%Q1 202617
FMA Wealth Management, LLC
CIK 0002011155
$5M38K3.07%Q1 202618
Collaborative Wealth Managment Inc.
CIK 0001896419
$5M38K2.09%Q1 202619
Family Investment Center, Inc.
CIK 0001897700
$4M36K0.83%Q1 202620
Pallas Capital Advisors LLC
CIK 0001862282
$4M32K0.14%Q1 2026
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