Institutional Ownership
Spdr Series Trust
CUSIP 78464A375PORTFOLIO INTRMDSPIBQ1 2026
13D / 13G Filings
2
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
8.1%
Max % of class reported
Institutional Holders
569
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
2 filings · latest Aug 9, 2021
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 51.97M | $1.74B |
| 2 | Charles Schwab Investment Management Inc | 19.13M | $641.63M |
| 3 | Envestnet Asset Management Inc | 11.53M | $386.85M |
| 4 | American Family Investments, Inc. | 10.18M | $341.40M |
| 5 | Creative Planning | 7.98M | $267.50M |
| 6 | D.A. Davidson & Co. | 6.48M | $217.34M |
| 7 | Wealth Management Nebraska | 5.84M | $195.97M |
| 8 | Waverly Advisors, LLC | 5.40M | $180.97M |
| 9 | Morgan Stanley | 5.31M | $178.18M |
| 10 | Assetmark, Inc | 5.20M | $174.40M |