13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
SPTL

SPDR SERIES TRUST

514 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 78464A664·514 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.5%
vs prior quarter
13F value held
$6.7B
63.0% inst. owned
of float
Holders
514
+102 QoQ
filers reporting
Activity
+31 / −42
+863 added · −742 reduced
this quarter
Concentration
27.04%
STATE STREET CORP #1
top holder share
AI Holders Summary · Q1 2026

514 institutions reported SPTL in Q1 2026. STATE STREET CORP leads at 27.0% of the visible book. +102 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
$1.8B68.5M0.06%Q1 202602
Financial Engines Advisors L.L.C.
CIK 0001420473
$1.4B54.7M2.92%Q1 202603
FMR LLC
CIK 0000315066
$560M21.3M0.03%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$384M14.6M0.03%Q1 202605
UBS Group AG
CIK 0001610520
$338M12.8M0.05%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$288M10.9M0.08%Q1 202607
LPL Financial LLC
CIK 0001403438
$230M8.7M0.06%Q1 202608
MATHER GROUP, LLC.
CIK 0001527641
$216M8.2M2.16%Q1 202609
JPMORGAN CHASE & CO
CIK 0000019617
$158M6.0M0.01%Q1 202610
ASSETMARK, INC
CIK 0001344551
$153M5.8M0.31%Q4 202511
GLOBALT Investments LLC / GA
CIK 0002011891
$146M5.6M5.22%Q1 202612
Mirae Asset Global Investments Co., Ltd.
CIK 0001569395
$134M5.1M0.04%Q1 202613
Avantax Planning Partners, Inc.
CIK 0001005441
$113M4.3M3.12%Q1 202614
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$109M4.1M0.60%Q2 202515
MASON STREET ADVISORS, LLC
CIK 0001167711
$105M4.0M10.28%Q1 202616
Advocacy Wealth Management, LLC
CIK 0001569452
$105M4.0M4.63%Q1 202617
Cetera Investment Advisers
CIK 0001666741
$102M3.9M0.11%Q1 202618
GOLDMAN SACHS GROUP INC
CIK 0000886982
$95M3.6M0.01%Q1 202619
One Day In July LLC
CIK 0001823172
$93M3.6M7.48%Q1 202620
MORGAN STANLEY
CIK 0000895421
$93M3.5M0.01%Q1 2026
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