DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
XES

SPDR SERIES TRUST

95 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 78468R549·95 13F holders·last filed Mar 31, 2026
Market cap
0.3%
vs prior quarter
13F value held
$174M
51.0% inst. owned
of float
Holders
95
-39 QoQ
filers reporting
Activity
+20 / −22
+924 added · −914 reduced
this quarter
Concentration
24.51%
New Harbor Financial Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

95 institutions reported XES in Q1 2026. New Harbor Financial Group, LLC leads at 24.5% of the visible book. -39 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
New Harbor Financial Group, LLC
CIK 0001548577
$43M366K7.51%Q1 2026
02
MORGAN STANLEY
CIK 0000895421
$28M242K0.00%Q1 2026
03
GOLDMAN SACHS GROUP INC
CIK 0000886982
$14M116K0.00%Q1 2026
04
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M97K0.00%Q1 2026
05
WELLS FARGO & COMPANY/MN
CIK 0000072971
$9M78K0.00%Q1 2026
06
Black Swift Group, LLC
CIK 0001704212
$8M69K1.40%Q1 2026
07
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$8M68K0.01%Q1 2026
08
LPL Financial LLC
CIK 0001403438
$8M67K0.00%Q1 2026
09
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$8M67K0.00%Q1 2026
10
Robertson Stephens Wealth Management, LLC
CIK 0001767307
$5M46K0.15%Q1 2026
11
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M45K0.00%Q1 2026
12
HighTower Advisors, LLC
CIK 0001462245
$5M44K0.01%Q1 2026
13
VICUS CAPITAL
CIK 0001544806
$4M36K0.31%Q1 2026
14
CWM, LLC
CIK 0001535847
$4M31K0.01%Q1 2026
15
Trek Financial, LLC
CIK 0001768195
$3M28K0.17%Q1 2026
16
Cetera Investment Advisers
CIK 0001666741
$3M23K0.00%Q1 2026
17
MERIDIAN INVESTMENT COUNSEL INC.
CIK 0001427351
$2M20K0.55%Q1 2026
18
BCS Private Wealth Management, Inc.
CIK 0002044001
$2M18K0.65%Q1 2026
19
UBS Group AG
CIK 0001610520
$2M18K0.00%Q1 2026
20
Invst, LLC
CIK 0001867587
$2M16K0.20%Q1 2026
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