Institutional Ownership
Spdr Series Trust
CUSIP 78464A300S&P 600 SMCP VALSLYVQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
594
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 5.17M | $489.09M |
| 2 | Financial Engines Advisors L.L.C. | 1.08M | $102.47M |
| 3 | Bank Of America Corp /De/ | 1.04M | $98.76M |
| 4 | Cannon Financial Strategists, Inc. | 1.01M | $95.34M |
| 5 | Northrock Partners, LLC | 797.9K | $75.47M |
| 6 | Goelzer Investment Management, Inc. | 791.1K | $74.83M |
| 7 | Ameriprise Financial Inc | 596.2K | $56.49M |
| 8 | Morgan Stanley | 556.4K | $52.63M |
| 9 | Wcg Wealth Advisors LLC | 380.6K | $36.00M |
| 10 | Creative Planning | 354.8K | $33.55M |