13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
TIPX

SPDR SERIES TRUST

151 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 78468R861·151 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.0%
vs prior quarter
13F value held
$1.6B
61.0% inst. owned
of float
Holders
151
+1 QoQ
filers reporting
Activity
+40 / −21
+887 added · −843 reduced
this quarter
Concentration
63.62%
STATE STREET CORP #1
top holder share
AI Holders Summary · Q1 2026

151 institutions reported TIPX in Q1 2026. STATE STREET CORP leads at 63.6% of the visible book. +1 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
$1.0B53.1M0.04%Q1 202602
UBS Group AG
CIK 0001610520
$279M14.5M0.04%Q1 202603
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$65M3.4M0.01%Q1 202604
LPL Financial LLC
CIK 0001403438
$53M2.8M0.01%Q1 202605
ST GERMAIN D J CO INC
CIK 0000831571
$30M1.6M1.21%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$19M987K0.00%Q1 202607
Brio Consultants, LLC
CIK 0001747799
$18M947K2.35%Q4 202508
Peak Retirement Planning, Inc.
CIK 0002056697
$18M190K3.51%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$18M914K0.00%Q1 202610
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$15M766K0.08%Q1 202611
Security National Bank
CIK 0001719739
$12M649K1.81%Q1 202612
Treasure Coast Financial Planning
CIK 0001911307
$10M532K5.25%Q1 202613
MORGAN STANLEY
CIK 0000895421
$7M359K0.00%Q1 202614
ASSETMARK, INC
CIK 0001344551
$6M332K0.01%Q4 202515
Aspire Private Capital, LLC
CIK 0001767340
$6M322K1.39%Q1 202616
Continuum Advisory, LLC
CIK 0001846532
$6M307K0.57%Q1 202617
ALESCO ADVISORS LLC
CIK 0001269978
$6M298K0.15%Q1 202618
Cerity Partners LLC
CIK 0001566475
$5M267K0.01%Q1 202619
McIlrath & Eck, LLC
CIK 0001701714
$5M240K0.34%Q1 202620
Pinnacle Wealth Planning Services, Inc.
CIK 0001726752
$4M234K0.46%Q1 2026
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