Institutional Ownership
Spdr Series Trust
CUSIP 78468R531S&P 500 ESG ETFEFIVQ1 2026
Institutional Holders
130
13F filers
Shares Held
5.58M
Aggregate institutional
Institutional Value
$267.24M
Q1 2026
Net New Holders
+10
18 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions18
Increased63
Decreased28
Sold out8
Institutional Holders
130 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Koss-Olinger Consulting, LLC | 412.4K | $26.01M | +3.6K | Added |
| 2 | Baltimore-Washington Financial Advisors, Inc. | 402.5K | $25.39M | +8.2K | Added |
| 3 | Lpl Financial LLC | 322.2K | $20.32M | −5.9K | Reduced |
| 4 | Tompkins Financial Corp | 301.4K | $19.01M | +13.3K | Added |
| 5 | Allworth Financial LP | 219.5K | $13.85M | +216.3K | Added |
| 6 | Principal Financial Group Inc | 186.0K | $11.73M | +32.0K | Added |
| 7 | Soa Wealth Advisors, LLC. | 169.0K | $10.66M | −32.2K | Reduced |
| 8 | Laurel Wealth Planning LLC | 158.1K | $9.97M | −2.0K | Reduced |
| 9 | Retirement Capital Strategies | 157.1K | $9.91M | −1.7K | Reduced |
| 10 | Private Advisor Group, LLC | 123.8K | $7.81M | −28.0K | Reduced |
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