DOSSIER · 13F Holders · Q3 2026
QNDX

SPDR SERIES TRUST

16 institutions still hold SPDR SERIES TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78468R390·16 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$61M
visible holders
Holders
16
filers reporting
Concentration
49.58%
Investment Planning Advisors, Inc. #1
top holder share
AI Holders Summary · Q3 2026

16 institutions reported QNDX in Q3 2026. Investment Planning Advisors, Inc. leads at 49.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Investment Planning Advisors, Inc.
CIK 0002024049
$30M1.2M6.81%Q3 2026
02
ALTFEST L J & CO INC
CIK 0000712050
$13M507K1.23%Q2 2026
03
Beacon Capital Management, Inc.
CIK 0001575301
$7M290K0.46%Q3 2026
04
Atria Investments, Inc
CIK 0001535865
$3M105K0.03%Q3 2026
05
Tandem Investment Partners LLC
CIK 0002056333
$3M104K2.01%Q3 2026
06
CITADEL ADVISORS LLC
CIK 0001423053
$2M65K0.00%Q2 2026
07
BlackDiamond Wealth Management, LLC
CIK 0001903059
$1M60K0.58%Q2 2026
08
Encompass More Asset Management
CIK 0002011218
$802K32K0.11%Q3 2026
09
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.
CIK 0001710477
$509K20K0.03%Q3 2026
10
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$417K17K0.00%Q2 2026
11
DAVENPORT & Co LLC
CIK 0000887777
$365K15K0.00%Q3 2026
12
NEW WAVE WEALTH ADVISORS LLC
CIK 0002035324
$236K9K0.06%Q3 2026
13
TD Waterhouse Canada Inc.
CIK 0001999606
$115K4K0.00%Q3 2026
14
Cherry Tree Wealth Management, LLC
CIK 0001985414
$16K6310.00%Q3 2026
15
GROUP ONE TRADING LLC
CIK 0000932540
$12K5000.00%Q2 2026
16
Farther Finance Advisors, LLC
CIK 0001992825
$8K3000.00%Q3 2026