Institutional Ownership
Spdr Series Trust
CUSIP 78464A383PORT MTG BK ETFSPMBQ1 2026
Institutional Holders
238
13F filers
Shares Held
285.81M
Aggregate institutional
Institutional Value
$6.33B
Q1 2026
Net New Holders
-4
29 new · 33 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions29
Increased104
Decreased73
Sold out33
Institutional Holders
238 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 188.31M | $4.22B | −450.5K | Reduced |
| 2 | Lpl Financial LLC | 23.43M | $524.52M | +3.19M | Added |
| 3 | Stifel Financial Corp | 7.86M | $176.02M | +258.8K | Added |
| 4 | Benjamin Edwards Inc | 6.43M | $143.89M | +307.3K | Added |
| 5 | State Street Corp | 6.29M | $140.86M | +1.27M | Added |
| 6 | Confluence Investment Management LLC | 3.85M | $86.28M | −406.5K | Reduced |
| 7 | Ameriprise Financial Inc | 3.48M | $77.84M | +67.0K | Added |
| 8 | Cwm, LLC | 2.41M | $54.05M | +78.0K | Added |
| 9 | Bank Of America Corp /De/ | 2.18M | $48.88M | +135.4K | Added |
| 10 | Advisory Alpha, LLC | 2.17M | $48.52M | −89.3K | Reduced |
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