Institutional Ownership
Spdr Series Trust
CUSIP 78464A474PORTFOLIO SHORTSPSBQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
567
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Creative Planning | 53.07M | $1.60B |
| 2 | Jpmorgan Chase & Co | 30.97M | $929.86M |
| 3 | Lpl Financial LLC | 9.51M | $285.94M |
| 4 | Valmark Advisers, Inc. | 9.13M | $274.45M |
| 5 | Bank Of America Corp /De/ | 7.44M | $223.61M |
| 6 | Morgan Stanley | 7.01M | $210.78M |
| 7 | Baird Financial Group, Inc. | 6.00M | $180.28M |
| 8 | Envestnet Asset Management Inc | 5.31M | $159.56M |
| 9 | Fmr LLC | 5.24M | $157.56M |
| 10 | Advisory Alpha, LLC | 5.18M | $155.91M |