Institutional Ownership
Spdr Series Trust
CUSIP 78468R812MSCI USA STRTGICQUSQ1 2026
Institutional Holders
186
13F filers
Shares Held
6.27M
Aggregate institutional
Institutional Value
$1.07B
Q1 2026
Net New Holders
+10
27 new · 17 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions27
Increased36
Decreased71
Sold out17
Institutional Holders
186 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 2.06M | $352.95M | +23.8K | Added |
| 2 | Sfmg, LLC | 541.6K | $92.96M | +14.5K | Added |
| 3 | Lpl Financial LLC | 352.8K | $60.55M | +19.7K | Added |
| 4 | Perennial Investment Advisors, LLC | 317.8K | $54.54M | +19.4K | Added |
| 5 | Private Advisor Group, LLC | 268.2K | $46.04M | −22.2K | Reduced |
| 6 | Bank Of America Corp /De/ | 220.5K | $37.85M | −168.6K | Reduced |
| 7 | Envestnet Asset Management Inc | 213.4K | $36.62M | +16.6K | Added |
| 8 | Ameriprise Financial Inc | 203.9K | $35.00M | +5.5K | Added |
| 9 | Sage Mountain Advisors LLC | 168.0K | $28.84M | −1.8K | Reduced |
| 10 | Morgan Stanley | 125.1K | $21.47M | −39.8K | Reduced |
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