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

SPDR SERIES TRUST

203 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 78468R812·203 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.1B
visible holders
Holders
203
filers reporting
Concentration
36.66%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q2 2026

203 institutions reported QUS in Q2 2026. Focus Partners Wealth leads at 36.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Focus Partners Wealth
CIK 0001542153
$389M2.1M0.40%Q2 202602
SFMG, LLC
CIK 0001512026
$105M561K6.31%Q2 202603
Tolleson Wealth Management, Inc.
CIK 0001772937
$96M512K12.89%Q2 202604
LPL Financial LLC
CIK 0001403438
$70M374K0.02%Q2 202605
Perennial Investment Advisors, LLC
CIK 0001801523
$56M301K3.74%Q2 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$39M207K0.01%Q2 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$38M205K0.00%Q2 202608
Howard Capital Management Inc.
CIK 0001733173
$38M202K0.45%Q2 202609
BIP Wealth, LLC
CIK 0001590214
$32M173K0.92%Q2 202610
Sage Mountain Advisors LLC
CIK 0001832274
$31M166K1.91%Q2 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$30M161K0.01%Q2 202612
MORGAN STANLEY
CIK 0000895421
$23M123K0.00%Q2 202613
McKinney Capital Management, LLC
CIK 0002133532
$19M104K7.63%Q2 202614
Marotta Asset Management
CIK 0001802091
$16M85K2.65%Q2 202615
Paul R. Ried Financial Group, LLC
CIK 0002033053
$14M76K6.24%Q2 202616
Continuum Advisory, LLC
CIK 0001846532
$14M75K1.13%Q2 202617
Great Point Wealth Advisors, LLC
CIK 0001760304
$14M74K2.22%Q2 202618
American Money Management, LLC
CIK 0001600085
$13M72K1.93%Q2 202619
ROYAL BANK OF CANADA
CIK 0001000275
$12M67K0.00%Q2 202620
VAQUERO PRIVATE WEALTH, LTD
CIK 0002052555
$12M63K2.42%Q2 2026
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