DOSSIER · 13F Holders · Q2 2026
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SPDR SERIES TRUST

142 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 78468R747·142 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$113M
visible holders
Holders
142
filers reporting
Concentration
19.15%
Rock Creek Group, LP #1
top holder share
AI Holders Summary · Q2 2026

142 institutions reported SHE in Q2 2026. Rock Creek Group, LP leads at 19.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Rock Creek Group, LP
CIK 0001484067
$22M140K2.18%Q2 2026
02
MORGAN STANLEY
CIK 0000895421
$14M94K0.00%Q2 2026
03
First Affirmative Financial Network
CIK 0001656282
$14M110K5.44%Q1 2026
04
LPL Financial LLC
CIK 0001403438
$8M50K0.00%Q2 2026
05
ALBION FINANCIAL GROUP /UT
CIK 0001054677
$7M46K0.42%Q2 2026
06
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M39K0.00%Q2 2026
07
JPMORGAN CHASE & CO
CIK 0000019617
$6M38K0.00%Q2 2026
08
Betterment LLC
CIK 0001633901
$5M39K0.01%Q1 2026
09
Geneos Wealth Management Inc.
CIK 0001764754
$5M31K0.10%Q2 2026
10
Cetera Investment Advisers
CIK 0001666741
$4M29K0.00%Q2 2026
11
National Philanthropic Trust
CIK 0001785342
$4M25K0.06%Q2 2026
12
UBS Group AG
CIK 0001610520
$3M19K0.00%Q2 2026
13
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M13K0.00%Q2 2026
14
ROYAL BANK OF CANADA
CIK 0001000275
$2M13K0.00%Q2 2026
15
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M12K0.00%Q2 2026
16
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$2M12K0.00%Q2 2026
17
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2M12K0.00%Q2 2026
18
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M12K0.00%Q2 2026
19
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M11K0.00%Q2 2026
20
Belvedere Trading LLC
CIK 0001632341
$2M11K0.00%Q2 2026
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Insiders at SPDR SERIES TRUST
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