DOSSIER · 13F Holders · Q1 2026
SHE

SPDR SERIES TRUST

135 institutions still hold SPDR SERIES TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78468R747·135 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$99M
visible holders
Holders
135
filers reporting
Concentration
18.10%
Rock Creek Group, LP #1
top holder share
AI Holders Summary · Q1 2026

135 institutions reported SHE in Q1 2026. Rock Creek Group, LP leads at 18.1% 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
$18M140K1.81%Q1 2026
02
First Affirmative Financial Network
CIK 0001656282
$14M110K5.44%Q1 2026
03
MORGAN STANLEY
CIK 0000895421
$12M93K0.00%Q1 2026
04
ALBION FINANCIAL GROUP /UT
CIK 0001054677
$7M46K0.42%Q2 2026
05
LPL Financial LLC
CIK 0001403438
$6M49K0.00%Q1 2026
06
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M45K0.00%Q1 2026
07
Betterment LLC
CIK 0001633901
$5M39K0.01%Q1 2026
08
JPMORGAN CHASE & CO
CIK 0000019617
$5M38K0.00%Q1 2026
09
Geneos Wealth Management Inc.
CIK 0001764754
$4M33K0.10%Q1 2026
10
Cetera Investment Advisers
CIK 0001666741
$4M29K0.00%Q1 2026
11
National Philanthropic Trust
CIK 0001785342
$3M26K0.03%Q1 2026
12
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M21K0.00%Q1 2026
13
UBS Group AG
CIK 0001610520
$2M19K0.00%Q1 2026
14
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2M12K0.00%Q1 2026
15
ROYAL BANK OF CANADA
CIK 0001000275
$2M12K0.00%Q1 2026
16
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M12K0.00%Q1 2026
17
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M11K0.00%Q1 2026
18
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M10K0.00%Q1 2026
19
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M10K0.00%Q1 2026
20
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$1M10K0.00%Q1 2026
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Insiders at SPDR SERIES TRUST
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