13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
SLYG

SPDR SERIES TRUST

551 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 78464A201·551 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.9%
vs prior quarter
13F value held
$1.7B
64.0% inst. owned
of float
Holders
551
-8 QoQ
filers reporting
Activity
+49 / −83
+801 added · −834 reduced
this quarter
Concentration
46.63%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

551 institutions reported SLYG in Q1 2026. LPL Financial LLC leads at 46.6% of the visible book. -8 net institutions QoQ — distribution reading.

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
Diversified Enterprises, LLC
CIK 0002037264
$49M519K2.91%Q4 202508
Cetera Investment Advisers
CIK 0001666741
$46M474K0.05%Q1 202609
WCG Wealth Advisors LLC
CIK 0001855713
$42M434K1.17%Q1 202610
Rodgers & Associates, LTD
CIK 0001846515
$40M418K4.12%Q1 202611
Krilogy Financial LLC
CIK 0001659047
$37M352K1.18%Q1 202612
Avantax Planning Partners, Inc.
CIK 0001005441
$32M333K0.88%Q1 202613
UBS Group AG
CIK 0001610520
$32M328K0.00%Q1 202614
FAS Wealth Partners, Inc.
CIK 0001596957
$31M331K2.01%Q4 202515
HighTower Advisors, LLC
CIK 0001462245
$30M315K0.03%Q1 202616
Savant Capital, LLC
CIK 0001482880
$30M314K0.15%Q1 202617
Mariner, LLC
CIK 0001373442
$29M301K0.03%Q1 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$29M296K0.01%Q1 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$28M292K0.01%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$28M285K0.04%Q1 2026
Page 1 of 28
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