Institutional Ownership
Spdr Series Trust
CUSIP 78464A375PORTFOLIO INTRMDSPIBQ1 2026
Institutional Holders
569
13F filers
Shares Held
263.81M
Aggregate institutional
Institutional Value
$8.28B
Q1 2026
Net New Holders
+3
54 new · 51 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions54
Increased262
Decreased172
Sold out51
Institutional Holders
569 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 51.97M | $1.74B | +2.92M | Added |
| 2 | Charles Schwab Investment Management Inc | 19.13M | $641.63M | −10.78M | Reduced |
| 3 | Envestnet Asset Management Inc | 11.53M | $386.85M | +638.8K | Added |
| 4 | American Family Investments, Inc. | 10.18M | $341.40M | +1.48M | Added |
| 5 | Creative Planning | 7.98M | $267.50M | −82.7K | Reduced |
| 6 | D.A. Davidson & Co. | 6.48M | $217.34M | +410.4K | Added |
| 7 | Wealth Management Nebraska | 5.84M | $195.97M | +440.9K | Added |
| 8 | Waverly Advisors, LLC | 5.40M | $180.97M | +315.3K | Added |
| 9 | Morgan Stanley | 5.31M | $178.18M | −606.9K | Reduced |
| 10 | Assetmark, Inc | 5.20M | $174.40M | +18.6K | Added |
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