Institutional Ownership
Spdr Series Trust
CUSIP 78464A847PORTFOLIO S&P400SPMDQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
803
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 | Creative Planning | 96.64M | $5.72B |
| 2 | Lpl Financial LLC | 12.85M | $761.13M |
| 3 | Valmark Advisers, Inc. | 7.22M | $427.29M |
| 4 | Envestnet Asset Management Inc | 4.15M | $245.64M |
| 5 | Ubs Group AG | 3.84M | $227.32M |
| 6 | Morgan Stanley | 3.80M | $224.90M |
| 7 | Alti Global, Inc. | 2.82M | $167.21M |
| 8 | Facet Wealth, Inc. | 2.58M | $153.03M |
| 9 | Cwm, LLC | 2.26M | $134.04M |
| 10 | Hightower Advisors, LLC | 2.00M | $118.26M |