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

SPDR SERIES TRUST

49 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 78468R630·49 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$40M
visible holders
Holders
49
filers reporting
Concentration
43.56%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

49 institutions reported ROKT in Q2 2026. LPL Financial LLC leads at 43.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$17M146K0.00%Q2 202602
URS Advisory LLC
CIK 0002111352
$2M20K1.32%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M19K0.00%Q2 202604
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M19K0.00%Q2 202605
LIBERTY ONE INVESTMENT MANAGEMENT, LLC
CIK 0001807328
$2M18K0.21%Q2 202606
US BANCORP \DE\
CIK 0000036104
$2M17K0.00%Q2 202607
WealthBridge Capital Management, LLC
CIK 0001767313
$2M15K0.36%Q2 202608
JOHNSON INVESTMENT COUNSEL INC
CIK 0000821197
$1M12K0.01%Q2 202609
Benson Wealth Management INC
CIK 0002109863
$1M10K1.25%Q2 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M9K0.00%Q2 202611
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$941K9K0.00%Q1 202612
Belvedere Trading LLC
CIK 0001632341
$872K7K0.00%Q2 202613
Endowment Wealth Management, Inc.
CIK 0001904477
$775K6K0.30%Q2 202614
CITADEL ADVISORS LLC
CIK 0001423053
$729K6K0.00%Q2 202615
Flagship Private Wealth, LLC
CIK 0001842560
$525K4K0.19%Q2 202616
Asset One Wealth Management LLC
CIK 0002110759
$459K4K0.05%Q2 202617
Virtus Family Office LLC
CIK 0001913482
$454K4K0.36%Q2 202618
COMPASS CAPITAL CORP /MA/ /ADV
CIK 0000749763
$415K3K0.14%Q2 202619
Virginia Estate & Retirement Planning Advisors Inc.
CIK 0002115327
$405K5K0.49%Q2 202620
Fulcrum Equity Management
CIK 0001737888
$361K3K0.26%Q2 2026
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