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

SPDR SERIES TRUST

100 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 78464A722·100 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$274M
visible holders
Holders
100
filers reporting
Concentration
24.54%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

100 institutions reported XPH in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 24.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$67M1.0M0.00%Q2 202602
CWM, LLC
CIK 0001535847
$39M727K0.10%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$26M387K0.00%Q2 202604
Kingsview Wealth Management, LLC
CIK 0001791965
$21M315K0.25%Q2 202605
MORGAN STANLEY
CIK 0000895421
$21M314K0.00%Q2 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$15M222K0.00%Q2 202607
FIRST CITIZENS BANK & TRUST CO
CIK 0001092203
$13M196K0.19%Q2 202608
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$12M181K0.06%Q2 202609
LPL Financial LLC
CIK 0001403438
$11M168K0.00%Q2 202610
Evelyn Partners Group Ltd
CIK 0002146944
$11M72K0.02%Q2 202611
CITIGROUP INC
CIK 0000831001
$7M104K0.00%Q2 202612
TRUIST FINANCIAL CORP
CIK 0000092230
$5M71K0.01%Q2 202613
Measured Wealth Private Client Group, LLC
CIK 0001720235
$5M68K1.09%Q2 202614
Private Advisor Group, LLC
CIK 0001567755
$4M64K0.02%Q2 202615
UBS Group AG
CIK 0001610520
$4M55K0.00%Q2 202616
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$4M53K0.00%Q2 202617
Cetera Investment Advisers
CIK 0001666741
$3M49K0.00%Q2 202618
Wharton Business Group, LLC
CIK 0001513126
$3M46K0.10%Q2 202619
SVB WEALTH LLC
CIK 0001626116
$3M43K0.18%Q2 202620
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$2M36K0.00%Q2 2026
Page 1 of 5
80 more holders available. Log in →