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

SPDR SERIES TRUST

99 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 78468R887·99 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$93M
visible holders
Holders
99
filers reporting
Concentration
13.69%
DORVAL Corp #1
top holder share
AI Holders Summary · Q2 2026

99 institutions reported SMLV in Q2 2026. DORVAL Corp leads at 13.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
DORVAL Corp
CIK 0001999144
$13M81K3.66%Q2 202602
OSAIC HOLDINGS, INC.
CIK 0001677044
$11M83K0.02%Q1 202603
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$10M76K0.03%Q1 202604
IEQ CAPITAL, LLC
CIK 0001779789
$9M62K0.04%Q1 202605
LPL Financial LLC
CIK 0001403438
$8M61K0.00%Q1 202606
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$8M57K0.00%Q1 202607
Roan Capital Partners
CIK 0002124783
$6M35K4.58%Q2 202608
Cetera Investment Advisers
CIK 0001666741
$3M25K0.00%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$3M22K0.00%Q1 202610
McNaughton Wealth Management, LLC
CIK 0001802691
$3M18K1.03%Q2 202611
UBS Group AG
CIK 0001610520
$3M21K0.00%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M19K0.00%Q1 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M16K0.00%Q1 202614
Johnson & White Wealth Management, LLC
CIK 0001954136
$2M13K0.74%Q2 202615
IAG Wealth Partners, LLC
CIK 0001827261
$2M12K0.18%Q1 202616
Capital Developers, LLC
CIK 0002105385
$2M12K1.46%Q1 202617
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M12K0.00%Q1 202618
MORGAN STANLEY
CIK 0000895421
$2M11K0.00%Q1 202619
NorthRock Partners, LLC
CIK 0001632097
$1M11K0.02%Q1 202620
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$1M11K0.01%Q2 2025
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