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

SPDR SERIES TRUST

103 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 78468R887·103 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$120M
visible holders
Holders
103
filers reporting
Concentration
15.97%
Howard Capital Management Inc. #1
top holder share
AI Holders Summary · Q2 2026

103 institutions reported SMLV in Q2 2026. Howard Capital Management Inc. leads at 16.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Howard Capital Management Inc.
CIK 0001733173
$19M122K0.23%Q2 202602
DORVAL Corp
CIK 0001999144
$13M81K3.66%Q2 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$11M83K0.02%Q1 202604
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$10M76K0.03%Q1 202605
McKinney Capital Management, LLC
CIK 0002133532
$10M64K3.96%Q2 202606
IEQ CAPITAL, LLC
CIK 0001779789
$9M62K0.04%Q1 202607
LPL Financial LLC
CIK 0001403438
$8M61K0.00%Q1 202608
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$8M57K0.00%Q1 202609
Roan Capital Partners
CIK 0002124783
$6M35K4.58%Q2 202610
Cetera Investment Advisers
CIK 0001666741
$3M25K0.00%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M19K0.00%Q2 202612
ROYAL BANK OF CANADA
CIK 0001000275
$3M22K0.00%Q1 202613
McNaughton Wealth Management, LLC
CIK 0001802691
$3M18K1.03%Q2 202614
UBS Group AG
CIK 0001610520
$3M21K0.00%Q1 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M14K0.00%Q2 202616
Johnson & White Wealth Management, LLC
CIK 0001954136
$2M13K0.74%Q2 202617
IAG Wealth Partners, LLC
CIK 0001827261
$2M12K0.18%Q2 202618
Capital Developers, LLC
CIK 0002105385
$2M12K1.46%Q1 202619
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M12K0.00%Q1 202620
MORGAN STANLEY
CIK 0000895421
$2M11K0.00%Q1 2026
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