Institutional Ownership
Spdr Series Trust
CUSIP 78468R705S&P1500MOMTILTMMTMQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
38
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 104.6K | $29.32M |
| 2 | Baltimore-Washington Financial Advisors, Inc. | 77.3K | $21.67M |
| 3 | Steward Partners Investment Advisory, LLC | 26.2K | $7.33M |
| 4 | Mariner, LLC | 24.8K | $6.96M |
| 5 | Professional Financial Advisors, LLC | 21.7K | $6.09M |
| 6 | Morgan Stanley | 20.4K | $5.71M |
| 7 | Western Wealth Management, LLC | 8.2K | $2.31M |
| 8 | Lifetime Wealth Management P.C. | 6.9K | $1.94M |
| 9 | Goldman Sachs Group Inc | 5.9K | $1.65M |
| 10 | Royal Bank Of Canada | 5.4K | $1.52M |