Institutional Ownership
Spdr Series Trust
CUSIP 78468R853PORTFOLIO S&P600SPSMQ1 2026
Institutional Holders
992
13F filers
Shares Held
206.96M
Aggregate institutional
Institutional Value
$8.96B
Q1 2026
Net New Holders
+26
82 new · 56 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions82
Increased412
Decreased342
Sold out56
Institutional Holders
992 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 24.59M | $1.19B | −2.40M | Reduced |
| 2 | Financial Engines Advisors L.L.C. | 20.67M | $998.94M | −454.1K | Reduced |
| 3 | Morgan Stanley | 7.19M | $347.53M | −6.55M | Reduced |
| 4 | Charles Schwab Investment Management Inc | 6.58M | $318.08M | +119.4K | Added |
| 5 | Valmark Advisers, Inc. | 5.41M | $261.52M | +109.7K | Added |
| 6 | Cliftonlarsonallen Wealth Advisors, LLC | 4.91M | $237.30M | +1.43M | Added |
| 7 | Ameriprise Financial Inc | 4.45M | $215.01M | +651.1K | Added |
| 8 | Envestnet Asset Management Inc | 4.28M | $206.94M | +791.1K | Added |
| 9 | Bank Of America Corp /De/ | 3.93M | $189.76M | +86.9K | Added |
| 10 | Creative Planning | 2.80M | $135.42M | +9.4K | Added |
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