DaveManuel.com · Institutional Ownership · Who Owns It
SPDR SERIES TRUST (SPIB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
600
Reporting holders
$9.3B
Reported value
0.0%
Calls
0.0%
Puts
+17
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 | $1.9B | 58,146,645 | 0.44% | 31q | +11.9%+$206.5M |
| American Family Investments, Inc. | $489.5M | 14,630,218 | 8.83% | 5q | +43.7%+$148.9M |
| ENVESTNET ASSET MANAGEMENT INC | $404.9M | 12,100,501 | 0.10% | 31q | +4.9%+$19.0M |
| Municipal Employees' Retirement System of Michigan | $397.5M | 11,879,902 | 4.39% | 22q | +1.5%+$5.9M |
| MORGAN STANLEY | $386.1M | 11,540,116 | 0.02% | 35q | +117.2%+$208.4M |
| Creative Planning | $256.8M | 7,674,046 | 0.15% | 31q | -3.8%-$10.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $250.4M | 7,483,543 | 0.03% | 26q | -60.9%-$389.7M |
| D.A. DAVIDSON & CO. | $223.1M | 6,668,535 | 1.23% | 15q | +2.9%+$6.3M |
| Wealth Management Nebraska | $211.1M | 6,308,768 | 18.83% | 7q | +8.0%+$15.6M |
| Waverly Advisors, LLC | $192.4M | 5,749,007 | 1.12% | 10q | +6.5%+$11.8M |
| ASSETMARK, INC | $177.3M | 5,299,220 | 0.30% | 31q | +1.9%+$3.3M |
| WELLS FARGO & COMPANY/MN | $176.8M | 5,284,688 | 0.03% | 31q | +4.1%+$6.9M |
| RAYMOND JAMES FINANCIAL INC | $176.7M | 5,281,512 | 0.05% | 7q | +2.8%+$4.8M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $148.9M | 4,450,915 | 1.96% | 14q | +4.1%+$5.8M |
| HighTower Advisors, LLC | $115.7M | 3,457,216 | 0.11% | 30q | +2.4%+$2.7M |
| AMERIPRISE FINANCIAL INC | $99.6M | 2,976,767 | 0.02% | 31q | -1.2%-$1.2M |
| CASTLEARK MANAGEMENT LLC | $90.0M | 2,688,380 | 2.43% | 7q | HELD |
| Capital Analysts, LLC | $88.3M | 2,637,621 | 2.03% | 31q | +4.6%+$3.9M |
| OSAIC HOLDINGS, INC. | $82.9M | 2,477,234 | 0.10% | 26q | +18.4%+$12.9M |
| State of New Jersey Common Pension Fund D | $75.5M | 2,255,766 | 0.26% | 15q | +66.4%+$30.1M |
| Cetera Investment Advisers | $73.7M | 2,201,262 | 0.07% | 23q | +6.4%+$4.4M |
| Tower Research Capital LLC (TRC) | $69.7M | 2,083,008 | 1.71% | 2q | +175.7%+$44.4M |
| CAPITAL ADVISORS INC/OK | $66.3M | 1,980,361 | 0.97% | 18q | +13.9%+$8.1M |
| ROYAL BANK OF CANADA | $60.6M | 1,810,684 | 0.01% | 31q | +15.1%+$8.0M |
| STRATEGIC PLANNING GROUP, LLC | $58.4M | 1,746,523 | 6.37% | 9q | +21.7%+$10.4M |
| Dodds Wealth, LLC | $58.4M | 1,745,184 | 13.13% | 11q | +4.1%+$2.3M |
| TCV Trust & Wealth Management, Inc. | $54.4M | 1,624,885 | 4.12% | 15q | +3.9%+$2.1M |
| Private Advisor Group, LLC | $50.1M | 1,497,559 | 0.23% | 31q | +2.4%+$1.2M |
| BANK OF AMERICA CORP /DE/ | $49.8M | 1,487,597 | 0.00% | 31q | -3.9%-$2.0M |
| Point72 Asset Management, L.P. | $47.2M | 1,410,000 | 0.05% | 10q | HELD |
| Zurich Insurance Group Ltd/FI | $46.9M | 1,402,903 | 0.33% | 21q | HELD |
| UBS Group AG | $46.3M | 1,384,957 | 0.01% | 31q | HELD |
| Gradient Investments LLC | $46.1M | 1,377,103 | 0.64% | 31q | +8222.4%+$45.5M |
| Orange Investment Advisors, Inc. | $44.8M | 1,339,605 | 5.45% | 25q | +2.1%+$937.2K |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $44.3M | 1,322,807 | 2.50% | 31q | +4.5%+$1.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $41.3M | 1,233,608 | 0.00% | 3q | +974.2%+$37.4M |
| CGN Advisors LLC | $41.1M | 1,227,129 | 3.00% | 23q | +4.1%+$1.6M |
| MANNING & NAPIER ADVISORS LLC | $41.0M | 1,224,700 | 0.53% | 9q | +94.9%+$20.0M |
| Roberts Financial Services LLC | $39.5M | 1,180,578 | 11.57% | 26q | +3.1%+$1.2M |
| Carnegie Investment Counsel | $37.7M | 1,126,579 | 0.76% | 6q | HELD |
| Rockwood Wealth Management, LLC | $35.9M | 1,073,166 | 2.27% | 7q | +6.8%+$2.3M |
| Advisors Capital Management, LLC | $34.9M | 1,042,579 | 0.37% | 31q | +4.3%+$1.4M |
| Concord Wealth Partners | $33.7M | 1,008,318 | 3.86% | 7q | +3.9%+$1.3M |
| RMG Wealth Management LLC | $33.4M | 1,009,284 | 3.45% | 2q | +15.1%+$4.4M |
| Concord Asset Management, LLC/VA | $32.9M | 984,539 | 5.10% | 7q | +2.9%+$926.8K |
| NOTTINGHAM ADVISORS, INC. | $31.7M | 681,369 | 3.78% | 34q | -25.9%-$11.1M |
| High Probability Advisors, LLC | $31.4M | 939,100 | 3.36% | 18q | +5.4%+$1.6M |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $31.4M | 937,863 | 0.39% | 18q | +10.6%+$3.0M |
| Dynamic Advisor Solutions LLC | $31.4M | 937,504 | 0.89% | 15q | +8.5%+$2.5M |
| Migdal Insurance & Financial Holdings Ltd. | $31.0M | 927,502 | 0.20% | 31q | +8.0%+$2.3M |
| ST GERMAIN D J CO INC | $29.5M | 880,809 | 1.06% | 20q | +1.3%+$371.0K |
| Apella Capital, LLC | $29.4M | 883,930 | 0.42% | 7q | +19.1%+$4.7M |
| Occidental Asset Management, LLC | $28.2M | 842,398 | 2.80% | 33q | +1.6%+$449.4K |
| Merit Financial Group, LLC | $26.9M | 802,985 | 0.16% | 17q | +6.9%+$1.7M |
| Crews Bank & Trust | $26.6M | 796,215 | 3.48% | 7q | +3.4%+$868.7K |
| BANK HAPOALIM BM | $26.4M | 788,820 | 1.75% | 31q | +51.0%+$8.9M |
| Willow Creek Wealth Management Inc. | $26.3M | 784,853 | 1.73% | 29q | +12.2%+$2.8M |
| Clark Capital Management Group, Inc. | $25.9M | 774,781 | 0.14% | 12q | +13.0%+$3.0M |
| Cerity Partners LLC | $25.4M | 759,804 | 0.03% | 15q | +6.6%+$1.6M |
| INTEGRITY ALLIANCE, LLC. | $25.4M | 758,698 | 0.79% | 7q | +8.5%+$2.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $25.0M | 748,378 | 0.01% | 31q | +20.4%+$4.2M |
| Your Advocates Ltd., LLP | $23.9M | 715,395 | 6.84% | 4q | +4.8%+$1.1M |
| Cherry Tree Wealth Management, LLC | $22.1M | 661,145 | 4.16% | 13q | +1.7%+$370.4K |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $21.8M | 650,751 | 1.47% | 25q | +0.8%+$173.0K |
| GoalVest Advisory LLC | $21.1M | 632,007 | 3.92% | 12q | +3.4%+$700.6K |
| RENAISSANCE TECHNOLOGIES LLC | $21.0M | 628,500 | 0.03% | 2q | +344.8%+$16.3M |
| Gladstone Institutional Advisory LLC | $20.7M | 617,222 | 0.65% | 10q | +8.3%+$1.6M |
| RATIONAL ADVISORS, INC. | $19.9M | 594,978 | 1.83% | new | NEW |
| Cornerstone Wealth Management, LLC | $19.6M | 584,745 | 0.84% | 24q | +24.5%+$3.9M |
| Financial Gravity Companies, Inc. | $19.3M | 577,336 | 3.13% | 4q | +18.0%+$2.9M |
| Compton Financial Group, LLC | $19.0M | 566,963 | 3.65% | 6q | -32.9%-$9.3M |
| TRUEFG, LLC | $18.7M | 560,200 | 4.38% | 27q | +3.5%+$626.6K |
| Evergreen Wealth Partners LLC | $18.7M | 559,513 | 11.23% | 3q | +1.7%+$307.5K |
| AllGen Financial Advisors, Inc. | $17.4M | 519,935 | 3.80% | 5q | +68.5%+$7.1M |
| Symphony Financial, Ltd. Co. | $17.3M | 515,982 | 1.89% | 7q | +8.4%+$1.3M |
| PARK AVENUE SECURITIES LLC | $17.2M | 515,103 | 0.11% | 4q | +16.1%+$2.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $16.9M | 820,897 | 0.03% | 31q | -8.3%-$1.5M |
| WRAPMANAGER INC | $16.8M | 500,664 | 5.24% | 31q | +1.0%+$165.5K |
| Walker Financial Services, Inc. | $16.7M | 500,108 | 5.18% | 17q | +7.1%+$1.1M |
| Fortune 45 LLC | $16.6M | 495,365 | 7.08% | 11q | +2.2%+$361.0K |
| Summit Financial, LLC | $16.5M | 491,970 | 0.18% | 11q | +19.3%+$2.7M |
| Three Arch Wealth Management LLC | $16.0M | 479,301 | 2.46% | 3q | +22.5%+$2.9M |
| MML INVESTORS SERVICES, LLC | $15.8M | 473,606 | 0.03% | 31q | +31.1%+$3.8M |
| PRINCIPAL SECURITIES, INC. | $15.3M | 457,974 | 0.18% | 11q | +18.9%+$2.4M |
| &PARTNERS | $14.9M | 444,123 | 0.06% | 9q | +134.5%+$8.5M |
| Leicht Financial Planning & Wealth Management, Inc. | $14.7M | 439,193 | 6.02% | 27q | +7.3%+$1.0M |
| FOSTER & MOTLEY INC | $14.7M | 439,155 | 0.68% | 31q | +23.1%+$2.8M |
| HRT FINANCIAL LP | $14.6M | 436,810 | 0.03% | 2q | +546.6%+$12.4M |
| TRUIST FINANCIAL CORP | $14.5M | 432,405 | 0.02% | 27q | +3.0%+$426.6K |
| Bank of New York Mellon Corp | $14.4M | 430,914 | 0.00% | 22q | +26.5%+$3.0M |
| KWB Wealth | $14.2M | 425,676 | 1.22% | 3q | -17.6%-$3.0M |
| Union Bancaire Privee, UBP SA | $13.9M | 415,552 | 0.15% | 7q | +4.9%+$654.2K |
| INTEGRAL INVESTMENT ADVISORS, INC. | $13.9M | 415,946 | 3.07% | 19q | +5.8%+$757.1K |
| Janney Montgomery Scott LLC | $13.6M | 405,538 | 0.03% | 31q | +4.7%+$613.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $13.5M | 403,564 | 0.02% | 31q | +73.1%+$5.7M |
| Empowered Funds, LLC | $13.4M | 400,856 | 0.07% | 5q | +22.3%+$2.4M |
| Spartan Wealth Advisory Services LLC | $13.1M | 390,646 | 1.07% | 2q | +2.2%+$279.8K |
| STATE STREET CORP | $13.0M | 387,515 | 0.00% | 31q | -85.2%-$74.7M |
| Cambridge Investment Research Advisors, Inc. | $12.8M | 382,386 | 0.01% | 31q | +102.5%+$6.5M |
| ALLSTATE CORP | $12.5M | 374,529 | 0.13% | new | NEW |
Showing the largest 100 of 600 reported holders.
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 | 232 | $2.0B | 63,383,142 | 17 | 116 | 56 | 0.0% |
| Q2 2026 | 600 | $9.3B | 278,420,061 | 57 | 289 | 136 | 0.0% |
| Q1 2026 | 583 | $8.9B | 264,712,963 | 55 | 253 | 167 | 0.0% |
| Q4 2025 | 581 | $9.1B | 267,348,199 | 42 | 266 | 139 | 0.1% |
| Q3 2025 | 566 | $9.1B | 266,866,364 | 50 | 248 | 157 | 0.4% |
| Q2 2025 | 567 | $8.4B | 250,018,503 | 48 | 244 | 164 | 0.0% |
| Q1 2025 | 567 | $8.0B | 240,244,808 | 58 | 232 | 174 | 0.0% |
| Q4 2024 | 563 | $7.9B | 241,794,678 | 69 | 253 | 113 | 0.0% |
| Q3 2024 | 502 | $7.2B | 213,813,512 | 46 | 243 | 113 | 0.0% |
| Q2 2024 | 496 | $6.4B | 196,525,576 | 57 | 210 | 127 | 0.0% |
| Q1 2024 | 490 | $7.0B | 214,635,739 | 72 | 191 | 133 | 0.0% |
| Q4 2023 | 459 | $5.9B | 183,416,132 | 49 | 164 | 144 | 0.0% |
| Q3 2023 | 415 | $5.0B | 159,925,193 | 37 | 172 | 120 | 0.0% |
| Q2 2023 | 415 | $4.7B | 145,215,256 | 39 | 163 | 129 | 0.0% |
| Q1 2023 | 404 | $4.5B | 138,648,706 | 38 | 151 | 129 | 0.0% |
| Q4 2022 | 415 | $8.3B | 261,646,977 | 61 | 128 | 155 | 0.0% |
| Q3 2022 | 383 | $36.5B | 1,166,203,533 | 50 | 112 | 144 | 0.0% |
| Q2 2022 | 371 | $34.3B | 1,051,892,683 | 50 | 104 | 152 | 0.0% |
| Q1 2022 | 377 | $29.7B | 869,477,073 | 40 | 105 | 139 | 0.0% |
| Q4 2021 | 384 | $13.2B | 364,909,502 | 33 | 123 | 98 | 0.0% |
| Q3 2021 | 337 | $15.1B | 412,907,415 | 30 | 113 | 113 | 0.0% |
| Q2 2021 | 341 | $16.2B | 441,680,123 | 33 | 124 | 104 | 0.0% |
| Q1 2021 | 340 | $13.9B | 382,598,199 | 31 | 103 | 133 | 0.0% |
| Q4 2020 | 351 | $13.4B | 360,022,460 | 34 | 131 | 99 | 0.0% |
| Q3 2020 | 324 | $15.0B | 408,159,068 | 38 | 143 | 85 | 0.0% |
| Q2 2020 | 306 | $10.8B | 295,224,053 | 47 | 128 | 73 | 0.0% |
| Q1 2020 | 303 | $10.1B | 295,366,188 | 48 | 87 | 114 | 0.0% |
| Q4 2019 | 307 | $9.7B | 273,344,420 | 35 | 118 | 79 | 0.0% |
| Q3 2019 | 282 | $9.8B | 276,784,403 | 42 | 112 | 82 | 0.0% |
| Q2 2019 | 266 | $9.4B | 268,651,509 | 31 | 116 | 76 | 0.0% |
| Q1 2019 | 262 | $7.9B | 230,418,890 | 31 | 106 | 77 | 0.0% |
| Q4 2018 | 257 | $7.1B | 213,922,807 | 1 | 9 | 5 | 0.0% |