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

SPDR SERIES TRUST

127 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 78464A540·127 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$297M
visible holders
Holders
127
filers reporting
Concentration
15.86%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

127 institutions reported XTL in Q1 2026. CWM, LLC leads at 15.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CWM, LLC
CIK 0001535847
$47M250K0.12%Q1 202602
MORGAN STANLEY
CIK 0000895421
$32M143K0.00%Q2 202603
LPL Financial LLC
CIK 0001403438
$31M135K0.01%Q2 202604
Parkway Wealth Management Group, LLC
CIK 0002065679
$29M127K3.35%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$25M112K0.00%Q2 202606
MinichMacGregor Wealth Management, LLC
CIK 0001744318
$18M78K2.69%Q2 202607
GOLDMAN SACHS GROUP INC
CIK 0000886982
$15M65K0.00%Q2 202608
Destiny Wealth Partners, LLC
CIK 0001844369
$14M69K2.04%Q2 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$12M52K0.00%Q2 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M47K0.00%Q2 202611
CITADEL ADVISORS LLC
CIK 0001423053
$8M35K0.00%Q2 202612
Steward Partners Investment Advisory, LLC
CIK 0001723397
$8M34K0.04%Q2 202613
ROYAL BANK OF CANADA
CIK 0001000275
$7M33K0.00%Q2 202614
Cetera Investment Advisers
CIK 0001666741
$7M30K0.01%Q2 202615
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$7M36K0.02%Q1 202616
HSBC HOLDINGS PLC
CIK 0000873630
$6M25K0.00%Q2 202617
UBS Group AG
CIK 0001610520
$6M25K0.00%Q2 202618
Brookstone Capital Management
CIK 0001599584
$5M22K0.05%Q2 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$5M21K0.00%Q2 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M21K0.01%Q2 2026
Page 1 of 7
107 more holders available. Log in →