Institutional Ownership
Spdr Series Trust
CUSIP 78464A367PORTFOLIO LN CORSPLBQ1 2026
13D / 13G Filings
8
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
10.3%
Max % of class reported
Institutional Holders
177
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
8 filings · latest Jul 25, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jul 25, 2024 | First Trust Portfolios LP | 13G | 6.9% | 2.42M | SEC |
| 2 | Nov 9, 2023 | Nyl Investors LLC | 13G/A | 4.4% | 1.43M | SEC |
| 3 | Feb 10, 2023 | First Trust Portfolios LP | 13G/A | 3.7% | 903.8K | SEC |
| 4 | Jan 11, 2023 | Nyl Investors LLC | 13G | 7.3% | 1.86M | SEC |
| 5 | Jan 24, 2022 | First Trust Portfolios LP | 13G/A | 5.6% | 1.82M | SEC |
| 6 | Jan 21, 2021 | First Trust Portfolios LP | 13G/A | 7.3% | 2.25M | SEC |
| 7 | Apr 7, 2020 | First Trust Portfolios LP | 13G/A | 10.3% | 2.09M | SEC |
| 8 | Jan 31, 2020 | First Trust Portfolios LP | 13G/A | 9.4% | 2.11M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | State Street Corp | 7.08M | $157.32M |
| 2 | Lpl Financial LLC | 4.23M | $94.03M |
| 3 | Envestnet Asset Management Inc | 3.25M | $72.13M |
| 4 | Sona Asset Management (Us) LLC | 2.35M | $52.11M |
| 5 | Rockland Trust Co | 1.94M | $43.09M |
| 6 | Bramshill Investments, LLC | 1.78M | $39.58M |
| 7 | Nyl Investors LLC | 1.46M | $32.37M |
| 8 | Bank Of America Corp /De/ | 961.7K | $21.37M |
| 9 | Morgan Stanley | 949.4K | $21.10M |
| 10 | Northwestern Mutual Wealth Management Co | 751.2K | $16.69M |