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

SPDR SERIES TRUST

597 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 78464A201·597 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.3B
visible holders
Holders
597
filers reporting
Concentration
46.86%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

597 institutions reported SLYG in Q2 2026. LPL Financial LLC leads at 46.9% 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
$1.1B8.9M0.24%Q2 202602
Financial Engines Advisors L.L.C.
CIK 0001420473
$127M1.1M0.22%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$112M940K0.01%Q2 202604
MORGAN STANLEY
CIK 0000895421
$105M883K0.01%Q2 202605
AMERIPRISE FINANCIAL INC
CIK 0000820027
$96M804K0.02%Q2 202606
NorthRock Partners, LLC
CIK 0001632097
$87M732K1.27%Q2 202607
Savant Capital, LLC
CIK 0001482880
$68M626K0.20%Q2 202608
Diversified Enterprises, LLC
CIK 0002037264
$66M555K3.20%Q2 202609
Everhart Financial Group, Inc.
CIK 0001852858
$64M539K4.11%Q2 202610
Cetera Investment Advisers
CIK 0001666741
$62M518K0.06%Q2 202611
WCG Wealth Advisors LLC
CIK 0001855713
$48M404K1.14%Q2 202612
Rodgers & Associates, LTD
CIK 0001846515
$48M404K4.36%Q2 202613
FAS Wealth Partners, Inc.
CIK 0001596957
$45M380K2.36%Q2 202614
Convergence Financial, LLC
CIK 0002034001
$44M365K3.46%Q2 202615
Avantax Planning Partners, Inc.
CIK 0001005441
$42M353K1.05%Q2 202616
Krilogy Financial LLC
CIK 0001659047
$42M352K1.24%Q2 202617
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$38M318K0.01%Q2 202618
HighTower Advisors, LLC
CIK 0001462245
$36M301K0.03%Q2 202619
Pacific Life Fund Advisors LLC
CIK 0001499091
$34M287K3.75%Q2 202620
UBS Group AG
CIK 0001610520
$34M282K0.00%Q2 2026
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