DaveManuel.com · Institutional Ownership · Who Owns It
SPDR SERIES TRUST (SPMD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
848
Reporting holders
$16.7B
Reported value
0.0%
Calls
0.0%
Puts
+31
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 |
|---|---|---|---|---|---|
| Creative Planning | $6.8B | 101,248,410 | 4.00% | 31q | +4.8%+$311.3M |
| Betterment LLC | $1.3B | 18,865,773 | 2.16% | 10q | -6.6%-$90.1M |
| LPL Financial LLC | $909.1M | 13,456,379 | 0.20% | 31q | +4.7%+$40.8M |
| BANK OF AMERICA CORP /DE/ | $585.0M | 8,659,408 | 0.04% | 31q | +348.3%+$454.5M |
| Valmark Advisers, Inc. | $479.6M | 7,099,453 | 5.09% | 26q | -1.6%-$7.8M |
| ENVESTNET ASSET MANAGEMENT INC | $303.2M | 4,488,056 | 0.07% | 31q | +8.2%+$23.0M |
| MORGAN STANLEY | $263.0M | 3,893,545 | 0.01% | 35q | +2.5%+$6.5M |
| AlTi Global, Inc. | $189.4M | 2,803,253 | 3.91% | 11q | -0.7%-$1.4M |
| Facet Wealth, Inc. | $178.1M | 2,636,343 | 2.55% | 7q | +2.0%+$3.5M |
| First Command Advisory Services, Inc. | $137.7M | 2,038,889 | 0.82% | 10q | +11.6%+$14.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $129.6M | 1,918,268 | 0.07% | 30q | -1.6%-$2.0M |
| UBS Group AG | $115.9M | 1,714,902 | 0.01% | 31q | -55.3%-$143.5M |
| HighTower Advisors, LLC | $111.3M | 1,648,164 | 0.11% | 31q | -17.5%-$23.6M |
| Koss-Olinger Consulting, LLC | $106.3M | 1,574,014 | 8.19% | 9q | +48.0%+$34.5M |
| OSAIC HOLDINGS, INC. | $103.8M | 1,535,784 | 0.12% | 26q | +13.6%+$12.4M |
| WELLS FARGO & COMPANY/MN | $102.6M | 1,518,548 | 0.02% | 31q | +5.1%+$5.0M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $100.7M | 1,492,239 | 0.55% | 30q | +4.1%+$3.9M |
| MASON STREET ADVISORS, LLC | $95.9M | 1,419,072 | 8.64% | 9q | -9.1%-$9.7M |
| Hancock Prospecting Pty Ltd | $95.3M | 1,410,470 | 1.67% | 6q | HELD |
| BLAIR WILLIAM & CO/IL | $87.5M | 1,294,582 | 0.23% | 31q | +54.3%+$30.8M |
| Wealthcare Advisory Partners LLC | $83.1M | 1,230,591 | 1.58% | 23q | +4.1%+$3.3M |
| RAYMOND JAMES FINANCIAL INC | $82.7M | 1,223,685 | 0.02% | 7q | +16.7%+$11.8M |
| Hills Bank & Trust Co | $82.2M | 1,215,987 | 3.50% | 11q | -6.0%-$5.2M |
| Cornerstone Wealth Management, LLC | $74.9M | 1,107,956 | 3.22% | 22q | -0.7%-$551.8K |
| ROYAL BANK OF CANADA | $71.0M | 1,050,971 | 0.01% | 31q | +21.4%+$12.5M |
| Auto-Owners Insurance Co | $70.2M | 1,040,000 | 1.59% | 15q | -21.8%-$19.6M |
| GREENLEAF TRUST | $66.5M | 984,218 | 0.64% | 4q | +9.2%+$5.6M |
| VICUS CAPITAL | $62.7M | 927,780 | 4.05% | 22q | +1.3%+$784.4K |
| GOLDMAN SACHS GROUP INC | $62.2M | 920,576 | 0.01% | 31q | HELD |
| Composition Wealth, LLC | $61.4M | 908,750 | 0.72% | 4q | +22.2%+$11.2M |
| Farther Finance Advisors, LLC | $60.3M | 892,359 | 0.47% | 14q | +12.0%+$6.4M |
| HHM Wealth Advisors, LLC | $57.9M | 856,429 | 5.81% | 14q | +5.2%+$2.8M |
| BOKF, NA | $55.9M | 827,035 | 0.77% | 7q | HELD |
| JNBA Financial Advisors | $55.1M | 815,885 | 4.17% | 31q | -4.2%-$2.4M |
| Private Advisor Group, LLC | $52.6M | 778,352 | 0.24% | 31q | -8.0%-$4.6M |
| 1900 WEALTH MANAGEMENT LLC | $52.3M | 774,635 | 2.91% | 12q | +2.4%+$1.2M |
| Peterson Wealth Advisors, LLC | $50.6M | 748,284 | 5.97% | 31q | +2.4%+$1.2M |
| AlphaStar Capital Management, LLC | $50.1M | 741,916 | 3.19% | 31q | -8.1%-$4.4M |
| GREAT VALLEY ADVISOR GROUP, INC. | $50.1M | 740,863 | 0.79% | 30q | HELD |
| BlackRock, Inc. | $49.3M | 729,476 | 0.00% | 7q | +43.5%+$14.9M |
| JPMORGAN CHASE & CO | $49.1M | 732,536 | 0.00% | 18q | +159.7%+$30.2M |
| RKL Wealth Management LLC | $48.7M | 720,231 | 3.88% | 8q | +6.0%+$2.8M |
| Equitable Holdings, Inc. | $47.6M | 703,911 | 0.28% | 25q | +14.8%+$6.1M |
| Impact Partnership Wealth, LLC | $46.5M | 687,948 | 4.52% | 11q | +6.4%+$2.8M |
| OARSMAN CAPITAL, INC. | $43.4M | 642,059 | 4.59% | 13q | +8.8%+$3.5M |
| RETIREMENT INCOME SOLUTIONS, INC | $42.3M | 714,469 | 7.28% | 27q | HELD |
| Thrivent Financial for Lutherans | $42.2M | 625,213 | 0.07% | 24q | +56.0%+$15.2M |
| Atlas Private Wealth Advisors | $37.8M | 559,902 | 8.28% | 17q | +1.8%+$652.9K |
| Savant Capital, LLC | $37.7M | 595,107 | 0.11% | 9q | +97.7%+$18.6M |
| Gerber Kawasaki Wealth & Investment Management | $35.3M | 522,957 | 0.94% | 22q | +4.7%+$1.6M |
| Envestnet Portfolio Solutions, Inc. | $34.9M | 516,571 | 0.17% | 12q | +8.1%+$2.6M |
| NATIONAL BANK OF CANADA /FI/ | $34.7M | 514,000 | 0.02% | 9q | -9.9%-$3.8M |
| Dakota Wealth Management | $33.6M | 497,764 | 0.64% | 9q | +23.6%+$6.4M |
| MML INVESTORS SERVICES, LLC | $33.2M | 491,126 | 0.07% | 30q | +6.3%+$2.0M |
| Corient Private Wealth LP | $33.1M | 489,744 | 0.05% | 15q | +1.9%+$619.9K |
| STIFEL FINANCIAL CORP | $32.4M | 479,984 | 0.03% | 14q | +465.3%+$26.7M |
| Waverly Advisors, LLC | $32.3M | 478,595 | 0.19% | 11q | +2.5%+$779.8K |
| CAHABA WEALTH MANAGEMENT, INC. | $31.6M | 467,183 | 1.90% | 31q | -0.6%-$193.2K |
| ASSETMARK, INC | $30.9M | 457,527 | 0.05% | 25q | +3.2%+$970.0K |
| ST GERMAIN D J CO INC | $29.9M | 442,350 | 1.08% | 20q | +4.8%+$1.4M |
| Global Retirement Partners, LLC | $29.4M | 435,087 | 0.45% | 16q | -7.2%-$2.3M |
| Financial Strategies Group, Inc. | $29.4M | 442,361 | 4.68% | 26q | +2.9%+$830.1K |
| CIBC Bancorp USA Inc. | $28.9M | 433,583 | 0.04% | 2q | +48.9%+$9.5M |
| Ellenbecker Investment Group | $28.5M | 421,419 | 3.31% | 7q | +10.4%+$2.7M |
| Cambridge Investment Research Advisors, Inc. | $27.9M | 412,946 | 0.03% | 31q | +147.1%+$16.6M |
| Integrity Advisory Solutions, LLC | $27.6M | 407,945 | 2.84% | 4q | +0.9%+$254.4K |
| AQR CAPITAL MANAGEMENT LLC | $26.9M | 398,855 | 0.01% | 11q | +9.8%+$2.4M |
| First National Trust Co | $26.9M | 397,969 | 0.91% | 10q | -2.2%-$598.4K |
| Cerity Partners LLC | $26.4M | 390,075 | 0.03% | 13q | +0.7%+$175.9K |
| OneAscent Financial Services LLC | $26.0M | 385,267 | 1.24% | 2q | HELD |
| Octavia Wealth Advisors, LLC | $25.6M | 378,745 | 2.21% | 11q | +3.8%+$933.9K |
| Rockefeller Capital Management L.P. | $25.6M | 378,182 | 0.04% | 19q | -1.5%-$393.4K |
| EVERMAY WEALTH MANAGEMENT LLC | $25.0M | 370,105 | 2.58% | 12q | +11.7%+$2.6M |
| Penserra Capital Management LLC | $24.1M | 357,197 | 0.19% | 6q | -12.1%-$3.3M |
| RESTON WEALTH MANAGEMENT LLC | $23.3M | 344,616 | 6.28% | 26q | +0.7%+$170.7K |
| Marathon Strategic Advisors, LLC | $23.2M | 343,706 | 13.11% | 11q | +5.2%+$1.1M |
| Geneos Wealth Management Inc. | $22.8M | 336,945 | 0.46% | 34q | +3.3%+$726.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $22.6M | 498,535 | 0.04% | 12q | -2.3%-$524.5K |
| Gladstone Institutional Advisory LLC | $22.5M | 333,055 | 0.71% | 18q | +16.3%+$3.2M |
| Cetera Investment Advisers | $22.0M | 325,592 | 0.02% | 15q | +18.6%+$3.4M |
| RFG Advisory, LLC | $22.0M | 325,572 | 0.34% | 31q | -6.4%-$1.5M |
| Crews Bank & Trust | $21.4M | 317,015 | 2.80% | 7q | -3.4%-$751.1K |
| Financial Gravity Companies, Inc. | $20.8M | 307,321 | 3.37% | 4q | +8.3%+$1.6M |
| New Perspectives, Inc | $20.7M | 306,457 | 6.35% | 17q | +4.8%+$948.1K |
| Shepherd Financial Partners LLC | $20.5M | 303,394 | 1.68% | 10q | +2.6%+$510.7K |
| Alta Wealth Advisors LLC | $19.9M | 294,514 | 5.39% | 19q | HELD |
| Allworth Financial LP | $19.7M | 292,169 | 0.08% | 18q | -2.9%-$588.7K |
| Avior Wealth Management, LLC | $19.6M | 290,317 | 0.52% | 31q | +1.4%+$264.6K |
| FIFTH THIRD BANCORP | $18.7M | 277,214 | 0.03% | 31q | -2.3%-$444.3K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $18.5M | 273,796 | 0.23% | 18q | +1.9%+$344.2K |
| Lido Advisors, LLC | $17.9M | 265,663 | 0.05% | 6q | +3.9%+$668.6K |
| James T. Borello RIA | $17.7M | 262,201 | 3.83% | 11q | +9.8%+$1.6M |
| NORTH STAR ASSET MANAGEMENT INC | $17.5M | 258,787 | 0.69% | 12q | +1.5%+$253.3K |
| Venture Visionary Partners LLC | $17.4M | 257,868 | 0.48% | 5q | -2.9%-$513.7K |
| AMERIPRISE FINANCIAL INC | $17.4M | 257,591 | 0.00% | 31q | -1.2%-$211.6K |
| Montz Harcus Wealth Management LLC | $17.4M | 257,179 | 6.18% | 19q | +7.1%+$1.2M |
| Summit Trail Advisors, LLC | $17.3M | 255,712 | 0.22% | 13q | -7.5%-$1.4M |
| Bensler, LLC | $16.7M | 247,497 | 1.48% | 18q | +4.8%+$763.5K |
| Cascade Financial Partners, LLC | $16.7M | 247,468 | 1.45% | 10q | +4.0%+$647.2K |
| SUN LIFE FINANCIAL INC | $16.1M | 238,587 | 0.83% | 2q | -40.1%-$10.8M |
Showing the largest 100 of 848 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 | 347 | $1.5B | 24,377,429 | 27 | 147 | 80 | 0.0% |
| Q2 2026 | 848 | $16.7B | 247,503,517 | 77 | 318 | 242 | 0.0% |
| Q1 2026 | 817 | $14.1B | 237,271,153 | 77 | 337 | 220 | 0.0% |
| Q4 2025 | 800 | $13.7B | 235,691,464 | 67 | 319 | 202 | 0.0% |
| Q3 2025 | 736 | $12.7B | 222,478,844 | 69 | 288 | 193 | 0.0% |
| Q2 2025 | 727 | $11.7B | 214,738,097 | 88 | 269 | 209 | 0.0% |
| Q1 2025 | 680 | $10.7B | 208,374,465 | 59 | 300 | 188 | 0.0% |
| Q4 2024 | 688 | $10.8B | 197,177,245 | 60 | 265 | 180 | 0.0% |
| Q3 2024 | 625 | $9.8B | 179,160,783 | 55 | 253 | 167 | 0.0% |
| Q2 2024 | 590 | $8.7B | 169,355,216 | 49 | 234 | 177 | 0.0% |
| Q1 2024 | 571 | $8.9B | 167,393,465 | 55 | 215 | 189 | 0.0% |
| Q4 2023 | 550 | $4.1B | 85,575,636 | 63 | 206 | 149 | 0.0% |
| Q3 2023 | 485 | $6.0B | 137,280,819 | 43 | 191 | 152 | 0.0% |
| Q2 2023 | 462 | $5.8B | 125,345,616 | 45 | 183 | 132 | 0.0% |
| Q1 2023 | 436 | $5.1B | 115,300,269 | 47 | 166 | 128 | 0.0% |
| Q4 2022 | 424 | $6.4B | 150,590,908 | 51 | 132 | 139 | 0.0% |
| Q3 2022 | 375 | $9.2B | 237,612,164 | 29 | 143 | 121 | 0.0% |
| Q2 2022 | 371 | $7.5B | 189,015,162 | 31 | 137 | 134 | 0.0% |
| Q1 2022 | 391 | $13.0B | 275,597,776 | 35 | 148 | 117 | 0.0% |
| Q4 2021 | 384 | $19.6B | 393,989,336 | 48 | 147 | 78 | 0.0% |
| Q3 2021 | 326 | $13.6B | 294,823,613 | 21 | 144 | 88 | 0.0% |
| Q2 2021 | 338 | $13.5B | 285,480,856 | 41 | 121 | 110 | 0.0% |
| Q1 2021 | 306 | $10.2B | 223,314,728 | 43 | 115 | 91 | 0.0% |
| Q4 2020 | 276 | $7.6B | 188,845,113 | 35 | 88 | 80 | 0.0% |
| Q3 2020 | 228 | $4.9B | 151,077,282 | 26 | 76 | 89 | 0.0% |
| Q2 2020 | 221 | $3.6B | 114,945,839 | 35 | 92 | 66 | 0.0% |
| Q1 2020 | 216 | $2.7B | 105,607,559 | 36 | 87 | 70 | 0.0% |
| Q4 2019 | 251 | $4.0B | 111,357,381 | 28 | 99 | 67 | 0.0% |
| Q3 2019 | 211 | $1.3B | 39,168,912 | 16 | 96 | 50 | 0.0% |
| Q2 2019 | 213 | $1.2B | 36,273,320 | 19 | 99 | 52 | 0.0% |
| Q1 2019 | 210 | $1.0B | 30,105,361 | 36 | 95 | 46 | 0.0% |
| Q4 2018 | 180 | $684.9M | 23,165,794 | 2 | 3 | 2 | 0.0% |