Institutional Ownership
Spdr Series Trust
CUSIP 78468R705S&P1500MOMTILTMMTMQ1 2026
Institutional Holders
38
13F filers
Shares Held
345.3K
Aggregate institutional
Institutional Value
$96.26M
Q1 2026
Net New Holders
-9
2 new · 11 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased12
Decreased16
Sold out11
Institutional Holders
38 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 104.6K | $29.32M | +2.7K | Added |
| 2 | Baltimore-Washington Financial Advisors, Inc. | 77.3K | $21.67M | +4.8K | Added |
| 3 | Steward Partners Investment Advisory, LLC | 26.2K | $7.33M | +2.0K | Added |
| 4 | Mariner, LLC | 24.8K | $6.96M | +2.7K | Added |
| 5 | Professional Financial Advisors, LLC | 21.7K | $6.09M | +1.4K | Added |
| 6 | Morgan Stanley | 20.4K | $5.71M | −2.4K | Reduced |
| 7 | Western Wealth Management, LLC | 8.2K | $2.31M | −1 | Reduced |
| 8 | Lifetime Wealth Management P.C. | 6.9K | $1.94M | +251 | Added |
| 9 | Goldman Sachs Group Inc | 5.9K | $1.65M | −27.4K | Reduced |
| 10 | Royal Bank Of Canada | 5.4K | $1.52M | +115 | Added |
28 more institutional holders on Premium
See every fund holding Spdr Series Trust, with full quarter-over-quarter share changes.
Unlock all holders