Institutional Ownership
Spdr Series Trust
CUSIP 78464A722S&P PHARMACXPHQ1 2026
Institutional Holders
83
13F filers
Shares Held
4.35M
Aggregate institutional
Institutional Value
$233.84M
Q1 2026
Net New Holders
+9
17 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions17
Increased27
Decreased20
Sold out8
Institutional Holders
83 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 811.9K | $43.92M | +455.8K | Added |
| 2 | Cwm, LLC | 726.6K | $39.30M | +726.4K | Added |
| 3 | Wells Fargo & Company/Mn | 404.3K | $21.87M | +197.1K | Added |
| 4 | Kingsview Wealth Management, LLC | 295.3K | $15.97M | +295.3K | New |
| 5 | Morgan Stanley | 287.6K | $15.56M | +146.4K | Added |
| 6 | Envestnet Asset Management Inc | 271.2K | $14.67M | +24.3K | Added |
| 7 | First Citizens Bank & Trust Co | 187.4K | $10.14M | +1.4K | Added |
| 8 | Envestnet Portfolio Solutions, Inc. | 171.5K | $9.28M | −3.8K | Reduced |
| 9 | Lpl Financial LLC | 146.3K | $7.91M | −61.4K | Reduced |
| 10 | Truist Financial Corp | 69.7K | $3.77M | +64.6K | Added |
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