13F Insight
DOSSIER · 13F Holders · Q4 2025
QUS

SPDR SERIES TRUST

203 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 78468R812·203 13F holders·last filed Dec 31, 2025
Market cap
—
13F value held
$983M
visible holders
Holders
203
filers reporting
Concentration
35.96%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q4 2025

203 institutions reported QUS in Q4 2025. Focus Partners Wealth leads at 36.0% 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
$353M2.0M0.40%Q4 202502
Tolleson Wealth Management, Inc.
CIK 0001772937
$95M544K13.69%Q4 202503
SFMG, LLC
CIK 0001512026
$93M542K6.29%Q1 202604
LPL Financial LLC
CIK 0001403438
$61M353K0.02%Q1 202605
Perennial Investment Advisors, LLC
CIK 0001801523
$55M318K4.35%Q1 202606
Private Advisor Group, LLC
CIK 0001567755
$46M268K0.22%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$38M220K0.00%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$37M213K0.01%Q1 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$35M204K0.01%Q1 202610
Sage Mountain Advisors LLC
CIK 0001832274
$29M168K2.02%Q1 202611
MORGAN STANLEY
CIK 0000895421
$21M125K0.00%Q1 202612
BIP Wealth, LLC
CIK 0001590214
$18M106K0.74%Q1 202613
Marotta Asset Management
CIK 0001802091
$16M85K2.65%Q2 202614
Paul R. Ried Financial Group, LLC
CIK 0002033053
$14M76K6.24%Q2 202615
Great Point Wealth Advisors, LLC
CIK 0001760304
$14M74K2.22%Q2 202616
Continuum Advisory, LLC
CIK 0001846532
$13M74K1.21%Q1 202617
American Money Management, LLC
CIK 0001600085
$12M70K1.90%Q1 202618
VAQUERO PRIVATE WEALTH, LTD
CIK 0002052555
$12M63K2.42%Q2 202619
ROYAL BANK OF CANADA
CIK 0001000275
$12M67K0.00%Q1 202620
ARQ WEALTH ADVISORS, LLC
CIK 0001811827
$11M57K1.33%Q2 2026
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