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

SPDR SERIES TRUST

112 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 78464A128·112 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$366M
visible holders
Holders
112
filers reporting
Concentration
24.97%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

112 institutions reported VLU in Q1 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
$92M426K0.02%Q1 202602
AMERIPRISE FINANCIAL INC
CIK 0000820027
$31M143K0.01%Q1 202603
Nadler Financial Group, Inc.
CIK 0001541787
$26M122K2.53%Q1 202604
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$24M113K0.06%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$23M106K0.01%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$21M99K0.01%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$21M98K0.03%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$15M69K0.00%Q1 202609
Systelligence, LLC
CIK 0001882691
$15M62K2.46%Q2 202610
MAI Capital Management
CIK 0001040197
$12M58K0.07%Q1 202611
MORGAN STANLEY
CIK 0000895421
$12M56K0.00%Q1 202612
Compass Financial Services Inc
CIK 0002039088
$12M49K4.36%Q2 202613
RFG - Bristol Wealth Advisors, LLC
CIK 0002055104
$12M54K3.11%Q1 202614
ABSOLUTE CAPITAL MANAGEMENT, LLC
CIK 0001817648
$11M47K2.82%Q2 202615
Graney & King, LLC
CIK 0002051568
$8M36K4.21%Q1 202616
Stratos Wealth Advisors, LLC
CIK 0001707202
$7M33K0.43%Q1 202617
ShoreHaven Wealth Partners, LLC
CIK 0001844922
$7M29K2.18%Q2 202618
JPMORGAN CHASE & CO
CIK 0000019617
$6M31K0.00%Q1 202619
J.W. COLE ADVISORS, INC.
CIK 0001404763
$6M25K0.10%Q2 202620
Cetera Investment Advisers
CIK 0001666741
$6M27K0.01%Q1 2026
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