Institutional Ownership
Spdr Series Trust
CUSIP 78464A599COMP SOFTWAREXSWQ1 2026
Institutional Holders
112
13F filers
Shares Held
1.57M
Aggregate institutional
Institutional Value
$216.76M
Q1 2026
Net New Holders
+6
29 new · 23 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions29
Increased24
Decreased31
Sold out23
Institutional Holders
112 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cwm, LLC | 442.3K | $62.94M | +442.3K | New |
| 2 | Morgan Stanley | 244.4K | $34.78M | +59.3K | Added |
| 3 | Kingsview Wealth Management, LLC | 107.2K | $15.25M | +107.2K | New |
| 4 | Lpl Financial LLC | 100.5K | $14.30M | −17.5K | Reduced |
| 5 | Mcguire Investment Group, LLC | 66.3K | $9.43M | −371 | Reduced |
| 6 | Bank Of America Corp /De/ | 65.4K | $9.31M | −321.7K | Reduced |
| 7 | Ubs Group AG | 40.9K | $5.83M | +1.9K | Added |
| 8 | Fifth Third Securities, Inc. | 30.5K | $4.34M | +7.3K | Added |
| 9 | Raymond James Financial Inc | 27.6K | $3.92M | −5.7K | Reduced |
| 10 | Performa Ltd (Us), LLC | 27.0K | $3.84M | +27.0K | New |
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