Institutional Ownership
Spdr Series Trust
CUSIP 78464A847PORTFOLIO S&P400SPMDQ1 2026
Institutional Holders
803
13F filers
Shares Held
236.50M
Aggregate institutional
Institutional Value
$12.73B
Q1 2026
Net New Holders
+23
77 new · 54 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions77
Increased366
Decreased247
Sold out54
Institutional Holders
803 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Creative Planning | 96.64M | $5.72B | +3.97M | Added |
| 2 | Lpl Financial LLC | 12.85M | $761.13M | +8.1K | Added |
| 3 | Valmark Advisers, Inc. | 7.22M | $427.29M | +173.6K | Added |
| 4 | Envestnet Asset Management Inc | 4.15M | $245.64M | +1.28M | Added |
| 5 | Ubs Group AG | 3.84M | $227.32M | +2.38M | Added |
| 6 | Morgan Stanley | 3.80M | $224.90M | −6.03M | Reduced |
| 7 | Alti Global, Inc. | 2.82M | $167.21M | −162.1K | Reduced |
| 8 | Facet Wealth, Inc. | 2.58M | $153.03M | +68.5K | Added |
| 9 | Cwm, LLC | 2.26M | $134.04M | −1.33M | Reduced |
| 10 | Hightower Advisors, LLC | 2.00M | $118.26M | −18.7K | Reduced |
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