Institutional Ownership
Spdr Series Trust
CUSIP 78464A359BBG CONV SEC ETFCWBQ1 2026
Institutional Holders
520
13F filers
Shares Held
27.27M
Aggregate institutional
Institutional Value
$2.34B
Q1 2026
Net New Holders
+15
54 new · 39 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions54
Increased151
Decreased199
Sold out39
Institutional Holders
520 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.65M | $242.90M | +26.7K | Added |
| 2 | Morgan Stanley | 1.61M | $147.47M | +19.7K | Added |
| 3 | Wells Fargo & Company/Mn | 1.49M | $136.69M | +10.6K | Added |
| 4 | Lpl Financial LLC | 1.25M | $114.42M | −328.6K | Reduced |
| 5 | Northwestern Mutual Wealth Management Co | 1.12M | $102.85M | +81.7K | Added |
| 6 | Assetmark, Inc | 843.0K | $77.15M | −68.8K | Reduced |
| 7 | Ameriprise Financial Inc | 841.2K | $76.98M | +39.3K | Added |
| 8 | Pnc Financial Services Group, Inc. | 754.0K | $69.00M | −28.2K | Reduced |
| 9 | Deutsche Bank AG\ | 684.5K | $62.64M | −114.2K | Reduced |
| 10 | Goodman Advisory Group, LLC | 522.9K | $47.85M | −13.4K | Reduced |
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