Institutional Ownership
Spdr Series Trust
CUSIP 78464A821S&P 400 MDCP GRWMDYGQ1 2026
Institutional Holders
394
13F filers
Shares Held
18.72M
Aggregate institutional
Institutional Value
$1.75B
Q1 2026
Net New Holders
+13
36 new · 23 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions36
Increased131
Decreased137
Sold out23
Institutional Holders
394 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 1.57M | $150.48M | −181.9K | Reduced |
| 2 | Financial Engines Advisors L.L.C. | 1.26M | $121.28M | −57.0K | Reduced |
| 3 | Ae Wealth Management LLC | 1.22M | $116.98M | +134.7K | Added |
| 4 | Northrock Partners, LLC | 1.08M | $103.96M | +28.5K | Added |
| 5 | Morgan Stanley | 846.3K | $81.21M | +78.4K | Added |
| 6 | Convergence Financial, LLC | 548.8K | $52.88M | +279.7K | Added |
| 7 | Raymond James Financial Inc | 501.2K | $48.10M | +37.0K | Added |
| 8 | Envestnet Asset Management Inc | 460.7K | $44.21M | +309.3K | Added |
| 9 | Private Advisor Group, LLC | 425.6K | $40.84M | +123.0K | Added |
| 10 | Jones Financial Companies Lllp | 385.5K | $36.25M | +48.1K | Added |
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