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Institutional Ownership

Spdr Series Trust

CUSIP 78464A383PORT MTG BK ETFSPMBQ1 2026

13D / 13G Filings
2
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
7.4%
Max % of class reported
Institutional Holders
238
13F filers (latest quarter)

Beneficial Owners — Schedule 13D / 13G

2 filings · latest Feb 8, 2021

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#FiledReporting PersonForm% of ClassSharesFiling
1Feb 8, 2021First Trust Portfolios LP13G/A2.7%2.96MSEC
2Jan 27, 2020First Trust Portfolios LP13G/A7.4%2.12MSEC

Top Institutional Holders (13F)

Largest reported positions · latest quarter

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#FundSharesValue
1Financial Engines Advisors L.L.C.188.31M$4.22B
2Lpl Financial LLC23.43M$524.52M
3Stifel Financial Corp7.86M$176.02M
4Benjamin Edwards Inc6.43M$143.89M
5State Street Corp6.29M$140.86M
6Confluence Investment Management LLC3.85M$86.28M
7Ameriprise Financial Inc3.48M$77.84M
8Cwm, LLC2.41M$54.05M
9Bank Of America Corp /De/2.18M$48.88M
10Advisory Alpha, LLC2.17M$48.52M