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

SPDR SERIES TRUST

98 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 78464A540·98 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$224M
visible holders
Holders
98
filers reporting
Concentration
20.99%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

98 institutions reported XTL in Q1 2026. CWM, LLC leads at 21.0% 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
$25M133K0.00%Q1 202603
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$19M100K0.01%Q1 202604
MinichMacGregor Wealth Management, LLC
CIK 0001744318
$18M78K2.69%Q2 202605
LPL Financial LLC
CIK 0001403438
$17M92K0.00%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$15M81K0.00%Q1 202607
University of Illinois Foundation
CIK 0001994249
$12M65K2.49%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M40K0.00%Q1 202609
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$7M36K0.02%Q1 202610
Fortis Group Advisors, LLC
CIK 0001815183
$6M29K1.07%Q1 202611
Steward Partners Investment Advisory, LLC
CIK 0001723397
$6M34K0.03%Q1 202612
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$6M33K0.08%Q1 202613
UBS Group AG
CIK 0001610520
$6M32K0.00%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$6M29K0.01%Q1 202615
Brookstone Capital Management
CIK 0001599584
$5M22K0.05%Q2 202616
GOLDMAN SACHS GROUP INC
CIK 0000886982
$5M25K0.00%Q1 202617
HSBC HOLDINGS PLC
CIK 0000873630
$5M25K0.00%Q1 202618
Maxi Investments CY Ltd
CIK 0001838222
$4M22K0.90%Q1 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$4M21K0.00%Q1 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M19K0.01%Q1 2026
Page 1 of 5
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