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Stocks / Spdr Series Trust
Institutional Ownership

Spdr Series Trust

CUSIP 78468R747SPDR MSCI USA GESHEQ1 2026

Institutional Holders
127
13F filers
Shares Held
957.4K
Aggregate institutional
Institutional Value
$115.48M
Q1 2026
Net New Holders
+1
11 new · 10 closed

Institutional Ownership Trend

Aggregate 13F value by quarter

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Position Activity

Q1 2026

New positions11
Increased47
Decreased34
Sold out10

Institutional Holders

127 funds hold this security · Q1 2026

#FundSharesValueΔ SharesActivity
1Rock Creek Group LLC140.0K$17.89M0Held
2First Affirmative Financial Network109.7K$14.02M+16.4KAdded
3Morgan Stanley93.2K$11.91M2.6KReduced
4Lpl Financial LLC49.0K$6.26M72.4KReduced
5Bank Of America Corp /De/45.4K$5.80M1.7KReduced
6Albion Financial Group /Ut44.7K$5.71M380Reduced
7Jpmorgan Chase & Co37.5K$4.68M28Reduced
8Geneos Wealth Management Inc.33.2K$4.25M+138Added
9Cetera Investment Advisers28.7K$3.66M320Reduced
10National Philanthropic Trust25.5K$3.26M+1.2KAdded

117 more institutional holders on Premium

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