Institutional Ownership
Spdr Series Trust
CUSIP 78464A300S&P 600 SMCP VALSLYVQ1 2026
Institutional Holders
594
13F filers
Shares Held
28.17M
Aggregate institutional
Institutional Value
$2.61B
Q1 2026
Net New Holders
+14
41 new · 27 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions41
Increased183
Decreased246
Sold out27
Institutional Holders
594 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 5.17M | $489.09M | −482.4K | Reduced |
| 2 | Financial Engines Advisors L.L.C. | 1.08M | $102.47M | −77.1K | Reduced |
| 3 | Bank Of America Corp /De/ | 1.04M | $98.76M | −325.4K | Reduced |
| 4 | Cannon Financial Strategists, Inc. | 1.01M | $95.34M | +6.1K | Added |
| 5 | Northrock Partners, LLC | 797.9K | $75.47M | +16.2K | Added |
| 6 | Goelzer Investment Management, Inc. | 791.1K | $74.83M | −88.0K | Reduced |
| 7 | Ameriprise Financial Inc | 596.2K | $56.49M | −117.4K | Reduced |
| 8 | Morgan Stanley | 556.4K | $52.63M | +57.9K | Added |
| 9 | Wcg Wealth Advisors LLC | 380.6K | $36.00M | +10.4K | Added |
| 10 | Creative Planning | 354.8K | $33.55M | −103.4K | Reduced |
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