13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
SPLB

SPDR SERIES TRUST

190 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 78464A367·190 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.3%
vs prior quarter
13F value held
$665M
77.0% inst. owned
of float
Holders
190
+97 QoQ
filers reporting
Activity
+22 / −101
+851 added · −705 reduced
this quarter
Concentration
23.64%
STATE STREET CORP #1
top holder share
AI Holders Summary · Q1 2026

190 institutions reported SPLB in Q1 2026. STATE STREET CORP leads at 23.6% of the visible book. +97 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
STATE STREET CORP
CIK 0000093751
$157M7.1M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$94M4.2M0.03%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$72M3.2M0.02%Q1 202604
SONA ASSET MANAGEMENT (US) LLC
CIK 0001856405
$52M2.3M1.10%Q1 202605
ROCKLAND TRUST CO
CIK 0000084616
$43M1.9M1.73%Q1 202606
Bramshill Investments, LLC
CIK 0001619899
$40M1.8M3.41%Q1 202607
NYL Investors LLC
CIK 0001606720
$32M1.5M12.23%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$21M962K0.00%Q1 202609
MORGAN STANLEY
CIK 0000895421
$21M949K0.00%Q1 202610
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$17M751K0.01%Q1 202611
Gotham Asset Management, LLC
CIK 0001510387
$15M665K0.05%Q1 202612
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$13M599K0.07%Q1 202613
Clark Capital Management Group, Inc.
CIK 0001352187
$13M594K0.08%Q1 202614
Goldstone Financial Group, LLC
CIK 0002040021
$12M552K1.33%Q1 202615
WELLS FARGO & COMPANY/MN
CIK 0000072971
$12M551K0.00%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$12M519K0.01%Q1 202617
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$11M497K0.16%Q1 202618
PFG Advisors
CIK 0001694435
$10M428K0.46%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$9M416K0.00%Q1 202620
ARRIEN INVESTMENTS, INC.
CIK 0002052048
$8M381K4.59%Q1 2026
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