13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
PSK

SPDR SERIES TRUST

175 institutions still hold SPDR SERIES TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464A292·175 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.6%
vs prior quarter
13F value held
$292M
48.0% inst. owned
of float
Holders
175
-14 QoQ
filers reporting
Activity
+8 / −83
+805 added · −744 reduced
this quarter
Concentration
14.58%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q1 2026

175 institutions reported PSK in Q1 2026. WELLS FARGO & COMPANY/MN leads at 14.6% of the visible book. -14 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$43M1.4M0.01%Q1 202602
MORGAN STANLEY
CIK 0000895421
$33M1.1M0.00%Q1 202603
ROYAL BANK OF CANADA
CIK 0001000275
$28M893K0.00%Q1 202604
Bank of New York Mellon Corp
CIK 0001390777
$26M853K0.00%Q1 202605
State of Wisconsin - Board of Commissioners of Public Lands
CIK 0001967732
$24M781K15.85%Q1 202606
CNO Financial Group, Inc.
CIK 0001224608
$22M700K12.38%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$19M602K0.01%Q1 202608
LPL Financial LLC
CIK 0001403438
$14M444K0.00%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M399K0.00%Q1 202610
Sage Advisory Services, Ltd.Co.
CIK 0001534378
$11M345K5.84%Q1 202611
Lido Advisors, LLC
CIK 0001650150
$8M270K0.03%Q1 202612
BANK OF AMERICA CORP /DE/
CIK 0000070858
$8M259K0.00%Q1 202613
UBS Group AG
CIK 0001610520
$8M257K0.00%Q1 202614
Long Run Wealth Advisors, LLC
CIK 0001903296
$7M230K1.37%Q4 202515
Cetera Investment Advisers
CIK 0001666741
$7M215K0.01%Q1 202616
Checchi Capital Advisers, LLC
CIK 0001598186
$5M175K0.27%Q1 202617
TRUIST FINANCIAL CORP
CIK 0000092230
$5M172K0.01%Q1 202618
Crews Bank & Trust
CIK 0002052279
$4M138K0.62%Q1 202619
Sound Income Strategies, LLC
CIK 0001730960
$4M137K0.20%Q1 202620
Orion Portfolio Solutions, LLC
CIK 0001802647
$4M127K0.02%Q1 2025
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