Institutional Ownership
Spdr Series Trust
CUSIP 78464A805PORTFOLI S&P1500SPTMQ1 2026
Institutional Holders
737
13F filers
Shares Held
100.33M
Aggregate institutional
Institutional Value
$7.75B
Q1 2026
Net New Holders
+15
53 new · 38 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions53
Increased272
Decreased254
Sold out38
Institutional Holders
737 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 8.50M | $672.15M | +200.0K | Added |
| 2 | Assetmark, Inc | 5.44M | $429.79M | +2.69M | Added |
| 3 | Creative Planning | 4.13M | $326.24M | +919.4K | Added |
| 4 | Cwm, LLC | 3.35M | $264.81M | +83.2K | Added |
| 5 | Private Advisor Group, LLC | 3.09M | $244.55M | −107.4K | Reduced |
| 6 | Valmark Advisers, Inc. | 2.94M | $232.42M | +72.7K | Added |
| 7 | Tidal Investments LLC | 2.90M | $228.89M | +85.4K | Added |
| 8 | Wealthcare Advisory Partners LLC | 2.59M | $204.51M | +44.7K | Added |
| 9 | Hughes Financial Services, LLC | 1.67M | $132.18M | +63.1K | Added |
| 10 | Professional Financial Advisors, LLC | 1.53M | $121.18M | −106.1K | Reduced |
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