Institutional Ownership
Spdr Series Trust
CUSIP 78464A474PORTFOLIO SHORTSPSBQ1 2026
Institutional Holders
567
13F filers
Shares Held
253.96M
Aggregate institutional
Institutional Value
$7.30B
Q1 2026
Net New Holders
+9
47 new · 38 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions47
Increased255
Decreased181
Sold out38
Institutional Holders
567 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Creative Planning | 53.07M | $1.60B | +2.16M | Added |
| 2 | Jpmorgan Chase & Co | 30.97M | $929.86M | +30.62M | Added |
| 3 | Lpl Financial LLC | 9.51M | $285.94M | +83.7K | Added |
| 4 | Valmark Advisers, Inc. | 9.13M | $274.45M | +390.0K | Added |
| 5 | Bank Of America Corp /De/ | 7.44M | $223.61M | +2.57M | Added |
| 6 | Morgan Stanley | 7.01M | $210.78M | −1.70M | Reduced |
| 7 | Baird Financial Group, Inc. | 6.00M | $180.28M | +819.0K | Added |
| 8 | Envestnet Asset Management Inc | 5.31M | $159.56M | −87.5K | Reduced |
| 9 | Fmr LLC | 5.24M | $157.56M | +5.23M | Added |
| 10 | Advisory Alpha, LLC | 5.18M | $155.91M | +819.0K | Added |
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