13F Insight
DOSSIER · 13F Holders · Q1 2026
SLYG

SPDR SERIES TRUST

583 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 78464A201·583 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.8B
visible holders
Holders
583
filers reporting
Concentration
43.65%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

583 institutions reported SLYG in Q1 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
$805M8.3M0.21%Q1 202602
Financial Engines Advisors L.L.C.
CIK 0001420473
$106M1.1M0.21%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$96M990K0.01%Q1 202604
MORGAN STANLEY
CIK 0000895421
$89M923K0.01%Q1 202605
AMERIPRISE FINANCIAL INC
CIK 0000820027
$82M847K0.02%Q1 202606
Diversified Enterprises, LLC
CIK 0002037264
$66M555K3.20%Q2 202607
NorthRock Partners, LLC
CIK 0001632097
$66M682K1.06%Q1 202608
Everhart Financial Group, Inc.
CIK 0001852858
$64M539K4.11%Q2 202609
Rodgers & Associates, LTD
CIK 0001846515
$48M404K4.36%Q2 202610
Cetera Investment Advisers
CIK 0001666741
$46M474K0.05%Q1 202611
FAS Wealth Partners, Inc.
CIK 0001596957
$45M380K2.36%Q2 202612
Convergence Financial, LLC
CIK 0002034001
$44M365K3.46%Q2 202613
Avantax Planning Partners, Inc.
CIK 0001005441
$42M353K1.05%Q2 202614
Krilogy Financial LLC
CIK 0001659047
$42M352K1.24%Q2 202615
WCG Wealth Advisors LLC
CIK 0001855713
$42M434K1.17%Q1 202616
HighTower Advisors, LLC
CIK 0001462245
$36M301K0.03%Q2 202617
Pacific Life Fund Advisors LLC
CIK 0001499091
$34M287K3.75%Q2 202618
UBS Group AG
CIK 0001610520
$32M328K0.00%Q1 202619
Savant Capital, LLC
CIK 0001482880
$30M314K0.15%Q1 202620
GHP Investment Advisors, Inc.
CIK 0001401561
$30M254K1.11%Q2 2026
Page 1 of 30
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