Institutional Ownership
Spdr Series Trust
CUSIP 78468R481SPDR S&P SMALLCAESIXUSDQ1 2026
Institutional Holders
14
13F filers
Shares Held
122.3K
Aggregate institutional
Institutional Value
$3.88M
Q1 2026
Net New Holders
+1
1 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased5
Decreased3
Sold out0
Institutional Holders
14 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Hightower Advisors, LLC | 34.8K | $1.10M | −1.8K | Reduced |
| 2 | Sapient Capital LLC | 33.2K | $1.05M | 0 | Held |
| 3 | Paulson Wealth Management Inc. | 9.8K | $311.1K | +108 | Added |
| 4 | Lodestar Private Asset Management LLC | 9.8K | $309.6K | +73 | Added |
| 5 | Envestnet Asset Management Inc | 9.6K | $305.1K | +1.9K | Added |
| 6 | Truist Financial Corp | 8.2K | $261.3K | +571 | Added |
| 7 | Citadel Advisors LLC | 6.9K | $218.7K | −712 | Reduced |
| 8 | Tpg Financial Advisors, LLC | 6.7K | $212.3K | +6.7K | New |
| 9 | Osaic Holdings, Inc. | 1.9K | $60.5K | +1.3K | Added |
| 10 | Nbc Securities, Inc. | 575 | $18.2K | 0 | Held |
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