Institutional Ownership
Spdr Series Trust
CUSIP 78468R630STATE STREET SPDROKTQ1 2026
Institutional Holders
25
13F filers
Shares Held
125.0K
Aggregate institutional
Institutional Value
$10.98M
Q1 2026
Net New Holders
+10
14 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions14
Increased3
Decreased3
Sold out4
Institutional Holders
25 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Moulton Wealth Management, Inc | 28.2K | $2.58M | +28.2K | New |
| 2 | Wealthbridge Capital Management, LLC | 14.0K | $1.40M | −2.7K | Reduced |
| 3 | Liberty One Investment Management, LLC | 12.2K | $1.21M | +12.2K | New |
| 4 | Lpl Financial LLC | 9.0K | $893.0K | +9.0K | New |
| 5 | Raymond James Financial Inc | 8.3K | $824.8K | +8.3K | New |
| 6 | Two Sigma Investments, LP | 8.2K | $815.6K | +8.2K | New |
| 7 | Susquehanna International Group, LLP | 7.8K | $775.7K | +2.9K | Added |
| 8 | Benson Wealth Management Inc | 5.3K | $522.5K | +5.3K | New |
| 9 | Virtus Family Office LLC | 3.8K | $378.1K | 0 | Held |
| 10 | Compass Capital Corp /Ma/ /Adv | 3.3K | $362.7K | +3.3K | New |
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