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

SPDR SERIES TRUST

107 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 78464A532·107 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$168M
visible holders
Holders
107
filers reporting
Concentration
53.18%
Phoenix Financial Ltd. #1
top holder share
AI Holders Summary · Q1 2026

107 institutions reported XTN in Q1 2026. Phoenix Financial Ltd. leads at 53.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Phoenix Financial Ltd.
CIK 0001679543
$89M961K0.85%Q1 202602
ELEMENT POINTE ADVISORS, LLC
CIK 0001764059
$27M238K4.43%Q2 202603
LPL Financial LLC
CIK 0001403438
$9M76K0.00%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M69K0.00%Q1 202605
MORGAN STANLEY
CIK 0000895421
$6M65K0.00%Q1 202606
VICUS CAPITAL
CIK 0001544806
$5M44K0.33%Q2 202607
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$4M40K0.00%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M28K0.00%Q1 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$2M27K0.00%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M24K0.00%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$2M22K0.00%Q1 202612
Cetera Investment Advisers
CIK 0001666741
$2M20K0.00%Q1 202613
STIFEL FINANCIAL CORP
CIK 0000720672
$2M18K0.00%Q1 202614
HOLLENCREST CAPITAL MANAGEMENT
CIK 0001161722
$1M16K0.06%Q1 202615
UBS Group AG
CIK 0001610520
$1M15K0.00%Q1 202616
Brookstone Capital Management
CIK 0001599584
$1M10K0.01%Q2 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M12K0.00%Q1 202618
Keystone Financial Group
CIK 0001729299
$1M10K0.07%Q2 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$991K11K0.00%Q1 202620
Syntegra Private Wealth Group, LLC
CIK 0001964298
$979K8K0.08%Q2 2026
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