13F Insight
DOSSIER · 13F Holders · Q4 2025High-convictionMulti-bagger
QUS

SPDR SERIES TRUST

199 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 78468R812·199 13F holders·last filed Dec 31, 2025
Market cap
—
▼ 3.1%
vs prior quarter
13F value held
$975M
48.0% inst. owned
of float
Holders
199
+40 QoQ
filers reporting
Activity
+84 / −63
+867 added · −699 reduced
this quarter
Concentration
36.26%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q4 2025

199 institutions reported QUS in Q4 2025. Focus Partners Wealth leads at 36.3% of the visible book. +40 net new institutions vs prior quarter — accumulation reading.

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
Great Point Wealth Advisors, LLC
CIK 0001760304
$15M84K2.68%Q1 202614
Paul R. Ried Financial Group, LLC
CIK 0002033053
$13M74K5.90%Q1 202615
Continuum Advisory, LLC
CIK 0001846532
$13M74K1.21%Q1 202616
American Money Management, LLC
CIK 0001600085
$12M70K1.90%Q1 202617
ROYAL BANK OF CANADA
CIK 0001000275
$12M67K0.00%Q1 202618
Marotta Asset Management
CIK 0001802091
$12M67K2.12%Q1 202619
Eagle Strategies LLC
CIK 0001907666
$10M58K1.19%Q1 202620
Garrett Wealth Advisory Group, LLC
CIK 0001729443
$10M57K1.73%Q1 2026
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