Institutional Ownership
Spdr Series Trust
CUSIP 78464A839S&P 400 MDCP VALMDYVQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
373
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 | Northrock Partners, LLC | 1.34M | $114.42M |
| 2 | Wealth Enhancement Advisory Services, LLC | 1.29M | $110.15M |
| 3 | Financial Engines Advisors L.L.C. | 1.20M | $101.97M |
| 4 | Lpl Financial LLC | 1.08M | $91.98M |
| 5 | Ae Wealth Management LLC | 960.6K | $81.79M |
| 6 | Avantax Planning Partners, Inc. | 918.3K | $78.19M |
| 7 | Lutz Financial Services LLC | 805.9K | $68.62M |
| 8 | Morgan Stanley | 726.1K | $61.83M |
| 9 | Equitable Holdings, Inc. | 369.0K | $60.44M |
| 10 | Convergence Financial, LLC | 601.3K | $51.35M |