Who Owns SPDR SERIES TRUST (ONEY)? -- Institutional Holders (2026-03-31)

121 institutions reported holding $649.7M of SPDR SERIES TRUST (ONEY) in SEC 13F filings for 2026-03-31. Largest institutional holders: Alaska Permanent Fund Corp ($205.5M), LPL Financial LLC ($72.0M), AMERIPRISE FINANCIAL INC ($70.7M), Kestra Investment Management, LLC ($42.1M), Cambridge Investment Research Advisors, Inc. ($41.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Alaska Permanent Fund Corp$205.5M1.6MTrimmed
2LPL Financial LLC$72.0M600,011Trimmed
3AMERIPRISE FINANCIAL INC$70.7M588,449Trimmed
4Kestra Investment Management, LLC$42.1M350,816Trimmed
5Cambridge Investment Research Advisors, Inc.$41.5M345,285Added
6Creative Planning$29.1M242,772Trimmed
7Mariner, LLC$26.0M216,622Added
8RAYMOND JAMES FINANCIAL INC$20.8M173,536Trimmed
9Lebenthal Global Advisors, LLC$13.9M115,566Added
10ENVESTNET ASSET MANAGEMENT INC$11.4M94,836Added
11Waverly Advisors, LLC$7.9M65,654Added
12Cetera Investment Advisers$7.1M58,981Added
13Steward Partners Investment Advisory, LLC$6.9M57,364Trimmed
14NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.6M54,653Trimmed
15Holos Integrated Wealth LLC$5.3M43,528Trimmed
16Kingsview Wealth Management, LLC$5.1M42,876Added
17Equitable Holdings, Inc.$5.0M43,771Added
18FMA Wealth Management, LLC$4.6M38,456Added
19Collaborative Wealth Managment Inc.$4.5M37,858Added
20Family Investment Center, Inc.$4.3M35,905Trimmed
21Pallas Capital Advisors LLC$3.9M32,110Trimmed
22BANK OF AMERICA CORP /DE/$3.8M31,344Added
23Savvy Advisors, Inc.$3.7M30,747Added
24OSAIC HOLDINGS, INC.$3.7M30,662Added
25IHT Wealth Management, LLC$2.4M19,769Trimmed

Source: SEC Form 13F filings · as of 2026-03-31