Institutional Ownership
Spdr Series Trust
CUSIP 78468R853PORTFOLIO S&P600SPSMQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
992
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 | 24.59M | $1.19B |
| 2 | Financial Engines Advisors L.L.C. | 20.67M | $998.94M |
| 3 | Morgan Stanley | 7.19M | $347.53M |
| 4 | Charles Schwab Investment Management Inc | 6.58M | $318.08M |
| 5 | Valmark Advisers, Inc. | 5.41M | $261.52M |
| 6 | Cliftonlarsonallen Wealth Advisors, LLC | 4.91M | $237.30M |
| 7 | Ameriprise Financial Inc | 4.45M | $215.01M |
| 8 | Envestnet Asset Management Inc | 4.28M | $206.94M |
| 9 | Bank Of America Corp /De/ | 3.93M | $189.76M |
| 10 | Creative Planning | 2.80M | $135.42M |