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

SPDR SERIES TRUST

560 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 78464A201·560 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.8B
visible holders
Holders
560
filers reporting
Concentration
45.36%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

560 institutions reported SLYG in Q1 2026. LPL Financial LLC leads at 45.4% 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
NorthRock Partners, LLC
CIK 0001632097
$66M682K1.06%Q1 202607
Everhart Financial Group, Inc.
CIK 0001852858
$64M539K4.11%Q2 202608
Diversified Enterprises, LLC
CIK 0002037264
$49M519K2.91%Q4 202509
Rodgers & Associates, LTD
CIK 0001846515
$48M404K4.36%Q2 202610
Cetera Investment Advisers
CIK 0001666741
$46M474K0.05%Q1 202611
WCG Wealth Advisors LLC
CIK 0001855713
$42M434K1.17%Q1 202612
Krilogy Financial LLC
CIK 0001659047
$37M352K1.18%Q1 202613
FAS Wealth Partners, Inc.
CIK 0001596957
$33M343K2.06%Q1 202614
Avantax Planning Partners, Inc.
CIK 0001005441
$32M333K0.88%Q1 202615
UBS Group AG
CIK 0001610520
$32M328K0.00%Q1 202616
HighTower Advisors, LLC
CIK 0001462245
$30M315K0.03%Q1 202617
Savant Capital, LLC
CIK 0001482880
$30M314K0.15%Q1 202618
GHP Investment Advisors, Inc.
CIK 0001401561
$30M254K1.11%Q2 202619
Mariner, LLC
CIK 0001373442
$29M301K0.03%Q1 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$29M296K0.01%Q1 2026
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