Institutional Ownership
Spdr Series Trust
CUSIP 78464A201S&P 600 SMCP GRWSLYGQ1 2026
Institutional Holders
512
13F filers
Shares Held
28.64M
Aggregate institutional
Institutional Value
$2.75B
Q1 2026
Net New Holders
+5
40 new · 35 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions40
Increased187
Decreased175
Sold out35
Institutional Holders
512 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 8.33M | $805.13M | +3.65M | Added |
| 2 | Financial Engines Advisors L.L.C. | 1.09M | $105.73M | −49.6K | Reduced |
| 3 | Bank Of America Corp /De/ | 989.6K | $95.61M | −156.2K | Reduced |
| 4 | Morgan Stanley | 923.2K | $89.20M | −112.0K | Reduced |
| 5 | Ameriprise Financial Inc | 846.9K | $81.85M | −113.9K | Reduced |
| 6 | Northrock Partners, LLC | 682.3K | $65.92M | +21.9K | Added |
| 7 | Diversified Enterprises, LLC | 539.3K | $52.11M | +20.3K | Added |
| 8 | Cetera Investment Advisers | 474.1K | $45.80M | +44.3K | Added |
| 9 | Wcg Wealth Advisors LLC | 433.7K | $41.90M | +33.9K | Added |
| 10 | Rodgers & Associates, Ltd | 418.3K | $40.42M | −5.3K | Reduced |
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