Institutional Ownership
Spdr Series Trust
CUSIP 78464A805PORTFOLI S&P1500SPTMQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
737
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 | Lpl Financial LLC | 8.50M | $672.15M |
| 2 | Assetmark, Inc | 5.44M | $429.79M |
| 3 | Creative Planning | 4.13M | $326.24M |
| 4 | Cwm, LLC | 3.35M | $264.81M |
| 5 | Private Advisor Group, LLC | 3.09M | $244.55M |
| 6 | Valmark Advisers, Inc. | 2.94M | $232.42M |
| 7 | Tidal Investments LLC | 2.90M | $228.89M |
| 8 | Wealthcare Advisory Partners LLC | 2.59M | $204.51M |
| 9 | Hughes Financial Services, LLC | 1.67M | $132.18M |
| 10 | Professional Financial Advisors, LLC | 1.53M | $121.18M |