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

SPDR SERIES TRUST

121 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 78464A128·121 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$406M
visible holders
Holders
121
filers reporting
Concentration
24.96%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

121 institutions reported VLU in Q2 2026. LPL Financial LLC leads at 25.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$101M426K0.02%Q2 202602
AMERIPRISE FINANCIAL INC
CIK 0000820027
$34M144K0.01%Q2 202603
Nadler Financial Group, Inc.
CIK 0001541787
$31M132K2.66%Q2 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$25M106K0.03%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$25M104K0.01%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$25M104K0.01%Q2 202607
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$24M113K0.06%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$17M70K0.00%Q2 202609
MORGAN STANLEY
CIK 0000895421
$16M67K0.00%Q2 202610
Systelligence, LLC
CIK 0001882691
$15M62K2.46%Q2 202611
RFG - Bristol Wealth Advisors, LLC
CIK 0002055104
$13M57K3.26%Q2 202612
MAI Capital Management
CIK 0001040197
$13M53K0.05%Q2 202613
Compass Financial Services Inc
CIK 0002039088
$12M49K4.36%Q2 202614
ABSOLUTE CAPITAL MANAGEMENT, LLC
CIK 0001817648
$11M47K2.82%Q2 202615
Graney & King, LLC
CIK 0002051568
$9M38K3.24%Q2 202616
Stratos Wealth Advisors, LLC
CIK 0001707202
$8M32K0.42%Q2 202617
JPMORGAN CHASE & CO
CIK 0000019617
$7M31K0.00%Q2 202618
ShoreHaven Wealth Partners, LLC
CIK 0001844922
$7M29K2.18%Q2 202619
Cetera Investment Advisers
CIK 0001666741
$7M28K0.01%Q2 202620
J.W. COLE ADVISORS, INC.
CIK 0001404763
$6M25K0.10%Q2 2026
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