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

SPDR SERIES TRUST

47 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 78468R457·47 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$279M
visible holders
Holders
47
filers reporting
Concentration
26.93%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP #1
top holder share
AI Holders Summary · Q2 2026

47 institutions reported SPTB in Q2 2026. ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP leads at 26.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP
CIK 0001103139
$75M2.5M2.41%Q2 202602
GLOBALT Investments LLC / GA
CIK 0002011891
$49M1.6M1.64%Q2 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$45M1.5M0.01%Q2 202604
PARK AVENUE SECURITIES LLC
CIK 0001071640
$30M986K0.23%Q1 202605
LPL Financial LLC
CIK 0001403438
$17M558K0.00%Q2 202606
ST GERMAIN D J CO INC
CIK 0000831571
$14M461K0.50%Q2 202607
PAYDEN & RYGEL
CIK 0000919219
$8M261K0.61%Q1 202608
3EDGE Asset Management, LP
CIK 0001665605
$7M243K0.33%Q2 202609
Schwallier Wealth Management LLC
CIK 0001934951
$6M195K3.69%Q2 202610
INTEGRATED CAPITAL MANAGEMENT, INC.
CIK 0001608826
$6M189K3.97%Q2 202611
TRUIST FINANCIAL CORP
CIK 0000092230
$4M135K0.00%Q2 202612
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$3M109K0.04%Q2 202613
IHT Wealth Management, LLC
CIK 0001697490
$3M93K0.06%Q2 202614
MML INVESTORS SERVICES, LLC
CIK 0000701059
$2M78K0.00%Q2 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M70K0.00%Q2 202616
SEI INVESTMENTS CO
CIK 0000350894
$2M68K0.00%Q2 202617
SYNOVUS FINANCIAL CORP
CIK 0000018349
$2M59K0.02%Q3 202518
Tower Research Capital LLC (TRC)
CIK 0001533421
$2M57K0.04%Q2 202619
JPMORGAN CHASE & CO
CIK 0000019617
$2M56K0.00%Q2 202620
Pinnacle Financial Partners, Inc.
CIK 0002082866
$2M54K0.01%Q2 2026
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