13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
VLU

SPDR SERIES TRUST

109 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 78464A128·109 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.6%
vs prior quarter
13F value held
$341M
59.0% inst. owned
of float
Holders
109
-112 QoQ
filers reporting
Activity
+75 / −18
+851 added · −689 reduced
this quarter
Concentration
26.86%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

109 institutions reported VLU in Q1 2026. LPL Financial LLC leads at 26.9% of the visible book. -112 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$92M426K0.02%Q1 202602
AMERIPRISE FINANCIAL INC
CIK 0000820027
$31M143K0.01%Q1 202603
Nadler Financial Group, Inc.
CIK 0001541787
$26M122K2.53%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$23M106K0.01%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$21M99K0.01%Q1 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$21M98K0.03%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$15M69K0.00%Q1 202608
Systelligence, LLC
CIK 0001882691
$13M59K2.45%Q1 202609
MAI Capital Management
CIK 0001040197
$12M58K0.07%Q1 202610
MORGAN STANLEY
CIK 0000895421
$12M56K0.00%Q1 202611
RFG - Bristol Wealth Advisors, LLC
CIK 0002055104
$12M54K3.11%Q1 202612
Compass Financial Services Inc
CIK 0002039088
$10M47K4.39%Q1 202613
ABSOLUTE CAPITAL MANAGEMENT, LLC
CIK 0001817648
$10M47K3.36%Q1 202614
Graney & King, LLC
CIK 0002051568
$8M36K4.21%Q1 202615
Stratos Wealth Advisors, LLC
CIK 0001707202
$7M33K0.43%Q1 202616
JPMORGAN CHASE & CO
CIK 0000019617
$6M31K0.00%Q1 202617
ShoreHaven Wealth Partners, LLC
CIK 0001844922
$6M29K2.25%Q1 202618
Cetera Investment Advisers
CIK 0001666741
$6M27K0.01%Q1 202619
J.W. COLE ADVISORS, INC.
CIK 0001404763
$5M25K0.18%Q1 202620
Roger Wittlin Investment Advisory, LLC
CIK 0001911328
$5M21K3.75%Q1 2026
Page 1 of 6
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