DaveManuel.com · Institutional Ownership · Who Owns It
SPDR SERIES TRUST (SPIP)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
203
Reporting holders
$595.9M
Reported value
0.1%
Calls
0.1%
Puts
-9
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 |
|---|---|---|---|---|---|
| STATE STREET CORP | $99.4M | 3,869,418 | 0.00% | 31q | +5.4%+$5.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $72.0M | 2,803,213 | 0.01% | 12q | -3.8%-$2.8M |
| 3EDGE Asset Management, LP | $42.8M | 1,668,236 | 1.91% | 7q | +87.8%+$20.0M |
| Cannon Financial Strategists, Inc. | $31.6M | 1,228,789 | 3.59% | 30q | +6.6%+$2.0M |
| Pure Financial Advisors, LLC | $26.7M | 1,041,207 | 0.34% | 31q | -0.7%-$187.8K |
| LPL Financial LLC | $21.8M | 848,847 | 0.00% | 31q | +13.2%+$2.5M |
| Cerity Partners LLC | $21.3M | 830,222 | 0.03% | 18q | +0.5%+$110.0K |
| Hughes Financial Services, LLC | $20.8M | 808,835 | 2.75% | 7q | +7.9%+$1.5M |
| BANK OF AMERICA CORP /DE/ | $17.9M | 698,096 | 0.00% | 31q | +0.7%+$117.8K |
| Willow Creek Wealth Management Inc. | $17.6M | 685,876 | 1.16% | 29q | +10.5%+$1.7M |
| FULTON BREAKEFIELD BROENNIMAN LLC | $10.9M | 426,017 | 0.64% | 13q | +159.7%+$6.7M |
| MORGAN STANLEY | $10.8M | 421,149 | 0.00% | 35q | +8.5%+$851.7K |
| ENVESTNET ASSET MANAGEMENT INC | $10.1M | 391,911 | 0.00% | 31q | -4.3%-$449.6K |
| ERn Financial, LLC | $9.6M | 371,944 | 1.58% | 31q | +7.3%+$649.0K |
| IFG Advisory, LLC | $8.9M | 346,590 | 0.31% | new | NEW |
| Private Advisor Group, LLC | $8.3M | 322,186 | 0.04% | 31q | +8.1%+$620.1K |
| SeaBridge Investment Advisors LLC | $8.1M | 316,529 | 1.18% | 17q | +10.7%+$788.9K |
| FLAGSHIP HARBOR ADVISORS, LLC | $8.0M | 310,719 | 0.31% | 4q | +3.8%+$295.2K |
| WELLS FARGO & COMPANY/MN | $7.3M | 284,279 | 0.00% | 31q | -15.6%-$1.3M |
| GOLDMAN SACHS GROUP INC | $6.9M | 269,522 | 0.00% | 30q | -39.4%-$4.5M |
| Financial Engines Advisors L.L.C. | $5.6M | 217,545 | 0.01% | 18q | +18.2%+$859.8K |
| Aquire Wealth Advisors, LLC | $5.3M | 206,789 | 1.22% | 19q | -9.4%-$548.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | $5.1M | 200,387 | 0.08% | 15q | -3.4%-$178.9K |
| Procyon Advisors, LLC | $4.8M | 186,544 | 0.21% | 4q | -1.5%-$71.4K |
| Cetera Investment Advisers | $4.3M | 168,079 | 0.00% | 23q | +1.9%+$80.2K |
| Bank of New York Mellon Corp | $4.2M | 162,020 | 0.00% | 31q | +25.9%+$857.2K |
| RAFFA WEALTH MANAGEMENT, LLC | $4.1M | 158,108 | 0.51% | new | NEW |
| Focus Partners Wealth | $3.6M | 142,117 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $3.6M | 138,850 | 0.00% | 31q | +131.8%+$2.0M |
| Verde Capital Management | $3.3M | 129,584 | 0.62% | 27q | +1.7%+$55.3K |
| Garde Capital, Inc. | $3.3M | 127,494 | 0.15% | 6q | +5.5%+$169.4K |
| Note Advisors, LLC | $3.1M | 120,853 | 1.35% | 7q | +5.2%+$154.2K |
| RAYMOND JAMES FINANCIAL INC | $3.1M | 119,786 | 0.00% | 7q | +3.9%+$116.2K |
| Integrity Wealth Solutions LLC | $2.8M | 109,654 | 1.04% | 11q | +2.2%+$61.7K |
| JPMORGAN CHASE & CO | $2.7M | 104,031 | 0.00% | 21q | -12.6%-$387.6K |
| TIAA TRUST, NATIONAL ASSOCIATION | $2.6M | 101,072 | 0.15% | 12q | HELD |
| BlackDiamond Wealth Management, LLC | $2.5M | 100,268 | 1.01% | 2q | +66.8%+$1.0M |
| CFS Investment Advisory Services, LLC | $2.5M | 98,664 | 0.17% | 2q | +59.8%+$938.7K |
| Foundations Investment Advisors, LLC | $2.4M | 92,292 | 0.02% | 7q | +14.6%+$302.2K |
| Allen Capital Group, LLC | $2.2M | 85,227 | 0.18% | 14q | +1.7%+$35.6K |
| Continuum Advisory, LLC | $2.1M | 80,173 | 0.17% | 34q | +8.2%+$155.7K |
| ALTFEST L J & CO INC | $2.0M | 79,400 | 0.20% | 16q | +5.4%+$104.7K |
| Jacobi Capital Management LLC | $2.0M | 78,926 | 0.10% | 24q | +16.7%+$290.3K |
| TRUIST FINANCIAL CORP | $2.0M | 78,462 | 0.00% | 27q | -6.2%-$134.3K |
| ST GERMAIN D J CO INC | $1.9M | 74,656 | 0.07% | 18q | -1.4%-$26.6K |
| Rinkey Investments | $1.8M | 71,130 | 0.43% | 19q | -1.3%-$23.7K |
| Gerber Kawasaki Wealth & Investment Management | $1.8M | 68,315 | 0.05% | 22q | +10.8%+$170.7K |
| SigFig Wealth Management, LLC | $1.5M | 57,557 | 0.04% | 31q | -1.7%-$26.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M incl. $588.1K options CALL+PUT | 34,479 | 0.00% | 2q | -19.2%-$350.0K |
| CULBERTSON A N & CO INC | $1.5M | 56,780 | 0.17% | 2q | HELD |
| Mariner, LLC | $1.4M | 56,381 | 0.00% | 12q | -1.3%-$19.4K |
| CITADEL ADVISORS LLC | $1.3M incl. $349.2K options PUT | 38,228 | 0.00% | 18q | -55.5%-$1.7M |
| OSAIC HOLDINGS, INC. | $1.3M | 50,333 | 0.00% | 26q | +20.4%+$219.4K |
| Charles Schwab Trust Co | $1.2M | 47,684 | 0.07% | 8q | +16.4%+$172.9K |
| CAPE COD FIVE CENTS SAVINGS BANK | $1.1M | 44,608 | 0.09% | 14q | -49.0%-$1.1M |
| Wealthcare Advisory Partners LLC | $1.1M | 43,891 | 0.02% | 16q | +9.0%+$93.4K |
| City State Bank | $1.1M | 41,965 | 0.25% | 19q | HELD |
| CARY STREET PARTNERS FINANCIAL LLC | $1.1M | 41,273 | 0.02% | 7q | -3.8%-$42.0K |
| MML INVESTORS SERVICES, LLC | $1.0M | 39,795 | 0.00% | 31q | +3.6%+$35.4K |
| Geneos Wealth Management Inc. | $989.1K | 38,516 | 0.02% | 27q | +4.3%+$40.6K |
| AMERIPRISE FINANCIAL INC | $984.5K | 38,384 | 0.00% | 31q | +1.1%+$10.3K |
| Sanctuary Advisors, LLC | $981.6K | 38,225 | 0.00% | 4q | +12.0%+$105.3K |
| Leading Edge Financial Planning LLC | $972.0K | 37,849 | 0.17% | 15q | -8.0%-$84.9K |
| FIFTH THIRD BANCORP | $951.6K | 37,058 | 0.00% | 2q | -1.9%-$18.5K |
| Wealth Advisory Solutions, LLC | $923.9K | 35,976 | 0.19% | 10q | -2.5%-$24.2K |
| ROYAL BANK OF CANADA | $899.0K | 34,999 | 0.00% | 31q | -4.3%-$40.5K |
| Busey Bank | $889.6K | 34,641 | 0.02% | 11q | -1.5%-$13.9K |
| Equitable Holdings, Inc. | $888.7K | 34,608 | 0.01% | 3q | +23.5%+$169.3K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $853.2K | 33,223 | 0.00% | 2q | -14.3%-$142.1K |
| Lido Advisors, LLC | $796.0K | 30,998 | 0.00% | 11q | HELD |
| Modera Wealth Management, LLC | $776.7K | 30,245 | 0.01% | 10q | HELD |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $745.6K | 29,036 | 0.60% | 7q | +1.6%+$12.1K |
| Creative Planning | $727.6K | 28,335 | 0.00% | 21q | -6.7%-$52.3K |
| Treasure Coast Financial Planning | $714.3K | 27,817 | 0.35% | 19q | -16.0%-$136.1K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $705.4K | 27,470 | 0.05% | 31q | -53.1%-$799.5K |
| Auour Investments LLC | $704.1K | 27,417 | 0.20% | 13q | +2.5%+$17.2K |
| HRT FINANCIAL LP | $670.0K | 26,121 | 0.00% | 2q | -34.3%-$349.7K |
| WEALTHCARE CAPITAL MANAGEMENT LLC | $638.9K | 24,881 | 0.06% | 11q | -28.2%-$250.5K |
| BIP Wealth, LLC | $637.2K | 24,812 | 0.02% | 14q | +5.2%+$31.7K |
| KWB Wealth | $633.6K | 24,674 | 0.05% | 17q | +2.4%+$14.7K |
| Savant Capital, LLC | $620.6K | 24,008 | 0.00% | 29q | +94.5%+$301.5K |
| NORTHERN TRUST CORP | $606.1K | 23,602 | 0.00% | 4q | HELD |
| LEVEL FOUR ADVISORY SERVICES, LLC | $598.9K | 23,322 | 0.02% | 14q | HELD |
| UBS Group AG | $598.3K | 23,298 | 0.00% | 31q | -0.8%-$4.8K |
| SHEETS SMITH WEALTH MANAGEMENT | $576.9K | 22,466 | 0.06% | 11q | HELD |
| True Blue Financial, LLC | $550.2K | 21,424 | 0.23% | 3q | +19.9%+$91.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $519.1K | 20,213 | 0.00% | 5q | +21.3%+$91.2K |
| Amicus Financial Advisors, LLC | $495.4K | 19,291 | 0.12% | 3q | -22.7%-$145.6K |
| Post Resch Tallon Group Inc. | $487.1K | 18,968 | 0.34% | 7q | HELD |
| KEYBANK NATIONAL ASSOCIATION/OH | $480.7K | 18,720 | 0.00% | 9q | +7.6%+$34.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $456.3K | 17,768 | 0.00% | 26q | +21.8%+$81.6K |
| OneDigital Investment Advisors LLC | $404.6K | 15,754 | 0.00% | 24q | +2.1%+$8.2K |
| Janney Montgomery Scott LLC | $402.0K | 15,670 | 0.00% | 31q | +3.5%+$13.5K |
| Vise Technologies, Inc. | $373.3K | 14,536 | 0.00% | 16q | -19.6%-$91.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $371.6K | 14,660 | 0.00% | 10q | -4.6%-$17.9K |
| Valtinson Bruner Financial Planning LLC | $329.7K | 12,837 | 0.08% | 28q | HELD |
| Fifth Third Securities, Inc. | $326.0K | 12,693 | 0.02% | 17q | +6.8%+$20.6K |
| FLOW TRADERS U.S. LLC | $317.0K | 12,329 | 0.01% | 8q | -92.2%-$3.8M |
| Financial Strategies Group, Inc. | $315.0K | 12,456 | 0.05% | 12q | -0.6%-$1.8K |
| Barnes Wealth Management Group, Inc | $314.9K | 12,262 | 0.15% | 6q | -7.8%-$26.7K |
Showing the largest 100 of 203 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 | 70 | $120.2M | 4,930,763 | 11 | 22 | 21 | 0.0% |
| Q2 2026 | 203 | $595.9M | 23,172,351 | 12 | 74 | 55 | 0.2% |
| Q1 2026 | 212 | $664.8M | 25,551,510 | 25 | 52 | 75 | 0.0% |
| Q4 2025 | 216 | $647.9M | 24,963,451 | 21 | 62 | 67 | 0.0% |
| Q3 2025 | 212 | $702.1M | 26,673,976 | 13 | 57 | 82 | 0.0% |
| Q2 2025 | 217 | $679.0M | 26,048,902 | 17 | 61 | 76 | 0.0% |
| Q1 2025 | 221 | $627.5M | 23,770,434 | 20 | 51 | 86 | 0.1% |
| Q4 2024 | 225 | $548.9M | 21,656,908 | 23 | 49 | 72 | 0.1% |
| Q3 2024 | 211 | $535.5M | 20,344,513 | 16 | 36 | 102 | 0.2% |
| Q2 2024 | 226 | $639.2M | 25,137,094 | 18 | 62 | 92 | 0.0% |
| Q1 2024 | 239 | $925.2M | 36,092,300 | 20 | 58 | 103 | 0.1% |
| Q4 2023 | 248 | $939.0M | 36,671,124 | 24 | 61 | 101 | 0.1% |
| Q3 2023 | 244 | $935.8M | 37,625,817 | 25 | 64 | 96 | 0.0% |
| Q2 2023 | 236 | $1.0B | 39,258,128 | 20 | 53 | 109 | 0.1% |
| Q1 2023 | 245 | $1.1B | 40,771,979 | 19 | 64 | 113 | 0.4% |
| Q4 2022 | 268 | $1.4B | 55,080,235 | 29 | 52 | 134 | 0.3% |
| Q3 2022 | 268 | $29.6B | 1,165,513,014 | 29 | 80 | 116 | 0.0% |
| Q2 2022 | 283 | $35.4B | 1,286,119,872 | 35 | 91 | 114 | 0.0% |
| Q1 2022 | 290 | $42.4B | 1,402,256,009 | 29 | 105 | 98 | 0.0% |
| Q4 2021 | 314 | $43.8B | 1,390,118,421 | 43 | 128 | 55 | 0.0% |
| Q3 2021 | 260 | $35.1B | 1,129,737,495 | 40 | 118 | 50 | 0.0% |
| Q2 2021 | 240 | $31.4B | 1,007,647,369 | 40 | 102 | 57 | 0.0% |
| Q1 2021 | 211 | $25.5B | 833,095,039 | 22 | 99 | 51 | 0.0% |
| Q4 2020 | 200 | $22.3B | 715,420,953 | 21 | 85 | 45 | 0.0% |
| Q3 2020 | 184 | $22.1B | 715,577,383 | 30 | 78 | 40 | 0.0% |
| Q2 2020 | 164 | $16.9B | 562,018,240 | 22 | 55 | 56 | 0.0% |
| Q1 2020 | 160 | $13.2B | 454,692,245 | 24 | 45 | 63 | 0.0% |
| Q4 2019 | 162 | $9.8B | 344,449,835 | 21 | 60 | 36 | 0.0% |
| Q3 2019 | 131 | $8.4B | 293,875,225 | 22 | 41 | 39 | 0.0% |
| Q2 2019 | 126 | $5.7B | 98,970,354 | 17 | 51 | 29 | 0.0% |
| Q1 2019 | 133 | $5.0B | 89,138,764 | 11 | 33 | 48 | 0.0% |
| Q4 2018 | 129 | $1.6B | 29,116,022 | 1 | 5 | 3 | 0.0% |