DaveManuel.com · Institutional Ownership · Who Owns It
SPDR SERIES TRUST (FITE)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
55
Reporting holders
$72.9M
Reported value
1.1%
Calls
0.5%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $20.2M | 179,799 | 0.00% | 22q | +3.6%+$697.3K |
| Frederick Financial Consultants, LLC | $16.0M | 142,130 | 6.78% | 7q | -5.3%-$890.8K |
| Hutchens & Kramer Investment Management Group, LLC | $4.6M | 41,097 | 1.24% | 3q | +2.9%+$128.9K |
| Hughes Financial Services, LLC | $4.0M | 36,021 | 0.54% | 7q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $2.9M | 25,969 | 0.00% | 13q | +208.4%+$2.0M |
| UBS Group AG | $2.4M | 20,987 | 0.00% | 26q | -1.4%-$34.2K |
| Cambridge Investment Research Advisors, Inc. | $2.2M | 19,390 | 0.00% | 7q | +230.7%+$1.5M |
| Tidal Investments LLC | $2.1M | 18,839 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $2.0M | 17,859 | 0.00% | 2q | +127464.3%+$2.0M |
| RAYMOND JAMES FINANCIAL INC | $1.8M | 15,828 | 0.00% | 7q | +50.0%+$592.6K |
| Baird Financial Group, Inc. | $1.5M | 13,337 | 0.00% | 6q | +0.8%+$11.7K |
| Cetera Investment Advisers | $1.4M | 12,589 | 0.00% | 3q | +23.9%+$273.3K |
| WealthBridge Capital Management, LLC | $1.2M | 10,362 | 0.23% | 18q | +0.6%+$7.3K |
| BANK OF AMERICA CORP /DE/ | $995.1K | 8,856 | 0.00% | 6q | +210.3%+$674.4K |
| Focus Partners Wealth | $922.7K | 8,211 | 0.00% | 7q | HELD |
| Belvedere Trading LLC | $910.2K CALL+PUT | options only | 0.00% | new | OPTIONS |
| MORGAN STANLEY | $731.9K | 6,512 | 0.00% | 23q | -9.7%-$78.7K |
| Kingsbury Capital Investment Advisors LLC | $577.9K | 5,143 | 0.49% | 2q | -30.6%-$254.7K |
| KMT WEALTH MANAGEMENT, LLC | $577.9K | 5,143 | 0.49% | new | NEW |
| HighTower Advisors, LLC | $558.4K | 4,970 | 0.00% | 29q | +6.8%+$35.4K |
| CIBC WORLD MARKET INC. | $531.5K | 4,730 | 0.00% | 2q | +101.3%+$267.4K |
| JANE STREET GROUP, LLC | $491.3K | 4,372 | 0.00% | 2q | +6.3%+$29.2K |
| Wealthfront Advisers LLC | $443.5K | 3,947 | 0.00% | 6q | -4.6%-$21.4K |
| USAdvisors Wealth Management, LLC | $436.0K | 3,881 | 0.12% | 4q | +4.0%+$16.6K |
| HighPoint Advisor Group LLC | $421.7K | 3,753 | 0.01% | 3q | HELD |
| STIFEL FINANCIAL CORP | $418.5K | 3,724 | 0.00% | new | NEW |
| Advyzon Investment Management, LLC | $348.2K | 3,099 | 0.03% | 2q | +3.0%+$10.2K |
| WealthCare Investment Partners, LLC | $344.3K | 3,064 | 0.08% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $332.2K | 2,956 | 0.00% | 26q | +27.1%+$70.8K |
| CITADEL ADVISORS LLC | $292.2K CALL | options only | 0.00% | 2q | OPTIONS |
| CoreCap Advisors, LLC | $291.2K | 2,591 | 0.01% | 11q | -85.4%-$1.7M |
| Farther Finance Advisors, LLC | $250.2K | 2,227 | 0.00% | 4q | +64.6%+$98.2K |
| BFC Planning, Inc. | $233.7K | 2,080 | 0.01% | 7q | +161.6%+$144.4K |
| Ashton Thomas Private Wealth, LLC | $99.7K | 887 | 0.00% | 2q | +3.7%+$3.6K |
| Institute for Wealth Management, LLC. | $76.6K | 682 | 0.01% | new | NEW |
| US BANCORP \DE\ | $47.4K | 422 | 0.00% | 7q | HELD |
| Prestige Wealth Management Group LLC | $47.2K | 420 | 0.01% | 31q | HELD |
| Steward Partners Investment Advisory, LLC | $41.7K | 371 | 0.00% | 2q | +642.0%+$36.1K |
| TOTH FINANCIAL ADVISORY CORP | $41.6K | 370 | 0.00% | 13q | HELD |
| SIMPLEX TRADING, LLC | $35.2K | 313 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $33.7K | 300 | 0.00% | 3q | HELD |
| FMR LLC | $22.5K | 200 | 0.00% | new | NEW |
| Allworth Financial LP | $18.5K | 165 | 0.00% | 3q | +65.0%+$7.3K |
| Tidemark, LLC | $18.0K | 160 | 0.00% | 5q | HELD |
| Nova Wealth Management, Inc. | $14.6K | 130 | 0.01% | 4q | -36.6%-$8.4K |
| High Point Wealth Management, LLC | $13.7K | 122 | 0.01% | 3q | HELD |
| N.E.W. Advisory Services LLC | $7.3K | 65 | 0.00% | 6q | HELD |
| Triumph Capital Management | $6.4K | 57 | 0.00% | 3q | -41.2%-$4.5K |
| Aptus Capital Advisors, LLC | $5.5K | 49 | 0.00% | 8q | HELD |
| Smartleaf Asset Management LLC | $3.6K | 33 | 0.00% | 2q | HELD |
| Parkside Financial Bank & Trust | $2.2K | 20 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $1.3K | 12 | 0.00% | 6q | HELD |
| Graney & King, LLC | $674 | 6 | 0.00% | 7q | HELD |
| AE Wealth Management LLC | $112 | 1 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $3 | none filed | 0.00% | 15q | -100.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 13 | $22.2M | 200,659 | 2 | 2 | 4 | 0.0% |
| Q2 2026 | 55 | $72.9M | 638,251 | 8 | 21 | 10 | 1.6% |
| Q1 2026 | 52 | $49.1M | 573,735 | 12 | 14 | 9 | 0.0% |
| Q4 2025 | 45 | $42.5M | 498,424 | 10 | 8 | 12 | 0.0% |
| Q3 2025 | 39 | $44.8M | 523,075 | 8 | 9 | 8 | 0.0% |
| Q2 2025 | 35 | $38.0M | 499,498 | 3 | 9 | 11 | 0.0% |
| Q1 2025 | 38 | $53.3M | 847,458 | 8 | 9 | 6 | 0.0% |
| Q4 2024 | 31 | $54.5M | 810,319 | 9 | 3 | 5 | 0.4% |
| Q3 2024 | 22 | $12.5M | 201,784 | 5 | 7 | 6 | 0.0% |
| Q2 2024 | 22 | $11.9M | 210,647 | 4 | 8 | 5 | 0.0% |
| Q1 2024 | 22 | $14.3M | 249,955 | 5 | 8 | 3 | 0.0% |
| Q4 2023 | 19 | $10.5M | 190,665 | 3 | 8 | 1 | 0.0% |
| Q3 2023 | 22 | $7.4M | 158,986 | 2 | 4 | 6 | 0.0% |
| Q2 2023 | 22 | $10.5M | 215,260 | 4 | 3 | 6 | 0.0% |
| Q1 2023 | 19 | $8.0M | 173,115 | 2 | 3 | 7 | 0.0% |
| Q4 2022 | 19 | $7.3M | 169,037 | 2 | 3 | 6 | 0.0% |
| Q3 2022 | 20 | $8.2M | 196,705 | 2 | 2 | 8 | 0.0% |
| Q2 2022 | 20 | $6.6M | 149,622 | 1 | 7 | 3 | 0.0% |
| Q1 2022 | 24 | $9.1M | 172,386 | 4 | 6 | 7 | 0.0% |
| Q4 2021 | 22 | $11.5M | 219,191 | 2 | 6 | 3 | 0.0% |
| Q3 2021 | 20 | $5.3M | 105,875 | 3 | 6 | 5 | 0.0% |
| Q2 2021 | 18 | $10.2M | 196,265 | 0 | 9 | 3 | 0.0% |
| Q1 2021 | 19 | $7.4M | 154,706 | 3 | 6 | 1 | 0.0% |
| Q4 2020 | 15 | $4.7M | 101,016 | 5 | 3 | 2 | 0.0% |
| Q3 2020 | 14 | $4.1M | 110,859 | 0 | 4 | 6 | 0.0% |
| Q2 2020 | 16 | $6.1M | 166,148 | 5 | 6 | 4 | 0.0% |
| Q1 2020 | 15 | $5.1M | 166,002 | 5 | 5 | 2 | 0.0% |
| Q4 2019 | 13 | $8.5M | 218,965 | 3 | 4 | 2 | 0.0% |
| Q3 2019 | 9 | $5.4M | 145,423 | 0 | 3 | 3 | 0.0% |
| Q2 2019 | 11 | $7.0M | 187,820 | 2 | 1 | 5 | 0.0% |
| Q1 2019 | 11 | $7.5M | 213,871 | 3 | 2 | 2 | 0.0% |
| Q4 2018 | 9 | $3.8M | 128,407 | 0 | 1 | 0 | 0.0% |