13F Insight
DOSSIER · 13F Holders · Q3 2026
SPTB

SPDR SERIES TRUST

49 institutions still hold SPDR SERIES TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78468R457·49 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$467M
visible holders
Holders
49
filers reporting
Concentration
50.50%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP #1
top holder share
AI Holders Summary · Q3 2026

49 institutions reported SPTB in Q3 2026. ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP leads at 50.5% 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
$236M8.2M5.58%Q3 202602
GLOBALT Investments LLC / GA
CIK 0002011891
$46M1.6M1.57%Q3 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$45M1.5M0.01%Q2 202604
PARK AVENUE SECURITIES LLC
CIK 0001071640
$25M850K0.15%Q3 202605
LPL Financial LLC
CIK 0001403438
$19M675K0.00%Q3 202606
ST GERMAIN D J CO INC
CIK 0000831571
$14M461K0.50%Q2 202607
JPMORGAN CHASE & CO
CIK 0000019617
$11M371K0.00%Q3 202608
PAYDEN & RYGEL
CIK 0000919219
$9M314K0.71%Q3 202609
ONE Advisory Partners, LLC
CIK 0001819695
$9M312K2.43%Q3 202610
3EDGE Asset Management, LP
CIK 0001665605
$7M242K0.30%Q3 202611
Schwallier Wealth Management LLC
CIK 0001934951
$6M212K3.89%Q3 202612
TRUIST FINANCIAL CORP
CIK 0000092230
$4M149K0.01%Q3 202613
INTEGRATED CAPITAL MANAGEMENT, INC.
CIK 0001608826
$4M129K2.67%Q3 202614
CITADEL ADVISORS LLC
CIK 0001423053
$3M105K0.00%Q2 202615
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$3M105K0.03%Q3 202616
Founders Financial Alliance, LLC
CIK 0001832190
$3M99K0.39%Q3 202617
IHT Wealth Management, LLC
CIK 0001697490
$3M93K0.06%Q2 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M88K0.00%Q3 202619
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M70K0.00%Q2 202620
SEI INVESTMENTS CO
CIK 0000350894
$2M68K0.00%Q3 2026
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