Institutional Ownership
Spdr Series Trust
CUSIP 78464A821S&P 400 MDCP GRWMDYGQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
394
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 | 1.57M | $150.48M |
| 2 | Financial Engines Advisors L.L.C. | 1.26M | $121.28M |
| 3 | Ae Wealth Management LLC | 1.22M | $116.98M |
| 4 | Northrock Partners, LLC | 1.08M | $103.96M |
| 5 | Morgan Stanley | 846.3K | $81.21M |
| 6 | Convergence Financial, LLC | 548.8K | $52.88M |
| 7 | Raymond James Financial Inc | 501.2K | $48.10M |
| 8 | Envestnet Asset Management Inc | 460.7K | $44.21M |
| 9 | Private Advisor Group, LLC | 425.6K | $40.84M |
| 10 | Jones Financial Companies Lllp | 385.5K | $36.25M |