Institutional Ownership
Spdr Series Trust
CUSIP 78468R200BLOOMBERG INVTFLRNQ1 2026
13D / 13G Filings
1
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
5.0%
Max % of class reported
Institutional Holders
350
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
1 filings · latest Jan 27, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 27, 2026 | First Trust Portfolios L.P. | 13G | 5.0% | 4.43M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 5.32M | $163.73M |
| 2 | Ameriprise Financial Inc | 3.81M | $117.27M |
| 3 | Morgan Stanley | 2.33M | $71.73M |
| 4 | Envestnet Asset Management Inc | 2.29M | $70.35M |
| 5 | Wells Fargo & Company/Mn | 2.22M | $68.31M |
| 6 | Lpl Financial LLC | 2.22M | $68.18M |
| 7 | Beacon Capital Management, Inc. | 1.90M | $58.42M |
| 8 | New York Life Investment Management LLC | 1.52M | $46.69M |
| 9 | Bank Of America Corp /De/ | 1.34M | $41.32M |
| 10 | Curbstone Financial Management Corp | 1.27M | $39.11M |