Institutional Ownership
Spdr Series Trust
CUSIP 78468R606UIESPHYQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
12.9%
Max % of class reported
Institutional Holders
521
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Feb 7, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 7, 2024 | First Trust Portfolios LP | 13G/A | 2.6% | 3.71M | SEC |
| 2 | Jan 23, 2023 | First Trust Portfolios LP | 13G/A | 8.3% | 3.10M | SEC |
| 3 | Jan 31, 2022 | First Trust Portfolios LP | 13G/A | 12.9% | 2.89M | SEC |
| 4 | Jan 27, 2021 | First Trust Portfolios LP | 13G/A | 10.2% | 701.4K | SEC |
| 5 | Oct 6, 2020 | First Trust Portfolios LP | 13G | 10.3% | 523.2K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 28.50M | $664.67M |
| 2 | Sei Investments Co | 19.83M | $462.50M |
| 3 | Wells Fargo & Company/Mn | 10.71M | $249.70M |
| 4 | Neuberger Berman Group LLC | 9.62M | $224.32M |
| 5 | Lpl Financial LLC | 9.30M | $216.93M |
| 6 | Ameriprise Financial Inc | 8.89M | $207.35M |
| 7 | Vantagepoint Investment Advisers LLC | 7.61M | $177.48M |
| 8 | Us Bancorp \De\ | 6.70M | $159.35M |
| 9 | Elo Mutual Pension Insurance Co | 5.95M | $138.75M |
| 10 | Morgan Stanley | 5.92M | $138.06M |