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

SPDR SERIES TRUST

77 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 78464A490·77 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$163M
visible holders
Holders
77
filers reporting
Concentration
18.81%
STATE STREET CORP #1
top holder share
AI Holders Summary · Q2 2026

77 institutions reported WIP in Q2 2026. STATE STREET CORP leads at 18.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
STATE STREET CORP
CIK 0000093751
$31M777K0.00%Q2 202602
HANTZ FINANCIAL SERVICES, INC.
CIK 0001071061
$18M464K0.28%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$18M458K0.00%Q2 202604
GenTrust, LLC
CIK 0001697110
$11M269K0.41%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M250K0.00%Q2 202606
LBJ Family Wealth Advisors, Ltd.
CIK 0001601622
$10M249K5.70%Q1 202607
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$8M200K0.17%Q2 202608
UBS Group AG
CIK 0001610520
$8M200K0.00%Q2 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7M171K0.00%Q2 202610
MORGAN STANLEY
CIK 0000895421
$6M148K0.00%Q2 202611
Family Firm, Inc.
CIK 0001602603
$6M146K1.41%Q2 202512
LPL Financial LLC
CIK 0001403438
$5M120K0.00%Q2 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$5M118K0.00%Q2 202614
LEUTHOLD GROUP, LLC
CIK 0001170152
$4M110K0.44%Q2 202615
Cambria Investment Management, L.P.
CIK 0001529389
$4M100K0.19%Q2 202616
Lifetime Wealth Management P.C.
CIK 0002116339
$4M95K2.18%Q2 202617
OneAscent Financial Services LLC
CIK 0001780985
$3M77K0.14%Q2 202618
Prospera Financial Services Inc
CIK 0001541625
$3M68K0.04%Q2 202619
Idaho Trust Co
CIK 0001568069
$2M63K0.73%Q2 202620
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$2M46K0.00%Q2 2026
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