DOSSIER · 13F Holders · Q2 2026
SIMS

SPDR SERIES TRUST

16 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 78468R697·16 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$2M
visible holders
Holders
16
filers reporting
Concentration
23.50%
CARY STREET PARTNERS FINANCIAL LLC #1
top holder share
AI Holders Summary · Q2 2026

16 institutions reported SIMS in Q2 2026. CARY STREET PARTNERS FINANCIAL LLC leads at 23.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$466K10K0.01%Q2 2026
02
Comprehensive Money Management Services LLC
CIK 0002058921
$445K9K0.28%Q2 2026
03
CITADEL ADVISORS LLC
CIK 0001423053
$423K9K0.00%Q2 2026
04
SFI Advisors, LLC
CIK 0001911308
$265K6K0.23%Q2 2026
05
HighTower Advisors, LLC
CIK 0001462245
$232K5K0.00%Q2 2026
06
Farther Finance Advisors, LLC
CIK 0001992825
$46K9760.00%Q2 2026
07
Geneos Wealth Management Inc.
CIK 0001764754
$28K6000.00%Q2 2026
08
UBS Group AG
CIK 0001610520
$24K5100.00%Q2 2026
09
SHP Wealth Management
CIK 0001807060
$17K3520.00%Q2 2026
10
OSAIC HOLDINGS, INC.
CIK 0001677044
$15K3130.00%Q2 2026
11
Golden State Equity Partners
CIK 0001845003
$9K2170.00%Q1 2026
12
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$5K970.00%Q2 2026
13
MORGAN STANLEY
CIK 0000895421
$4K890.00%Q2 2026
14
Triumph Capital Management
CIK 0001730765
$3K650.00%Q2 2026
15
VALLEY NATIONAL ADVISERS INC
CIK 0000773411
$471100.00%Q2 2026
16
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025