Institutional Ownership
Spdr Series Trust
CUSIP 78464A128SPDR S&P1500VLVLUQ1 2026
Institutional Holders
104
13F filers
Shares Held
2.02M
Aggregate institutional
Institutional Value
$400.98M
Q1 2026
Net New Holders
+11
15 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions15
Increased41
Decreased26
Sold out4
Institutional Holders
104 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 425.7K | $91.52M | +19.1K | Added |
| 2 | Ameriprise Financial Inc | 143.5K | $30.84M | +23.6K | Added |
| 3 | Nadler Financial Group, Inc. | 122.3K | $26.29M | +122.3K | New |
| 4 | Envestnet Asset Management Inc | 105.9K | $22.77M | −18.6K | Reduced |
| 5 | Raymond James Financial Inc | 99.0K | $21.29M | −59.2K | Reduced |
| 6 | Osaic Holdings, Inc. | 97.6K | $20.98M | +6.0K | Added |
| 7 | Bank Of America Corp /De/ | 69.4K | $14.93M | +2.4K | Added |
| 8 | Systelligence, LLC | 58.7K | $12.62M | +58.7K | New |
| 9 | Mai Capital Management | 57.8K | $12.43M | −978 | Reduced |
| 10 | Morgan Stanley | 55.7K | $11.98M | +17.3K | Added |
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