Who Owns SPDR SERIES TRUST (QUS)? -- Institutional Holders (2026-03-31)
205 institutions reported holding $1.08B of SPDR SERIES TRUST (QUS) in SEC 13F filings for 2026-03-31. Largest institutional holders: Focus Partners Wealth ($353.0M), SFMG, LLC ($93.0M), LPL Financial LLC ($60.6M), Perennial Investment Advisors, LLC ($54.5M), Private Advisor Group, LLC ($46.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Focus Partners Wealth | $353.0M | 2.1M | Added |
| 2 | SFMG, LLC | $93.0M | 541,590 | Added |
| 3 | LPL Financial LLC | $60.6M | 352,798 | Added |
| 4 | Perennial Investment Advisors, LLC | $54.5M | 317,764 | Added |
| 5 | Private Advisor Group, LLC | $46.0M | 268,245 | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $37.8M | 220,498 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $36.6M | 213,361 | Added |
| 8 | AMERIPRISE FINANCIAL INC | $35.0M | 203,948 | Added |
| 9 | Sage Mountain Advisors LLC | $28.8M | 168,022 | Trimmed |
| 10 | MORGAN STANLEY | $21.5M | 125,070 | Trimmed |
| 11 | BIP Wealth, LLC | $18.2M | 106,132 | Trimmed |
| 12 | Great Point Wealth Advisors, LLC | $14.5M | 84,481 | Trimmed |
| 13 | Paul R. Ried Financial Group, LLC | $12.7M | 73,994 | Added |
| 14 | Continuum Advisory, LLC | $12.6M | 73,503 | Added |
| 15 | American Money Management, LLC | $12.0M | 69,812 | Added |
| 16 | Royal Bank of Canada | $11.6M | 67,324 | Trimmed |
| 17 | Marotta Asset Management | $11.5M | 66,803 | Added |
| 18 | Eagle Strategies LLC | $10.0M | 58,040 | Trimmed |
| 19 | Garrett Wealth Advisory Group, LLC | $9.8M | 56,836 | Trimmed |
| 20 | Goodman Advisory Group, LLC | $9.6M | 55,742 | Trimmed |
| 21 | Kingsview Wealth Management, LLC | $7.5M | 43,811 | New |
| 22 | Hughes Financial Services, LLC | $7.5M | 43,559 | Trimmed |
| 23 | RAYMOND JAMES FINANCIAL INC | $7.4M | 43,272 | Added |
| 24 | ARQ WEALTH ADVISORS, LLC | $7.3M | 42,357 | Added |
| 25 | AlTi Global, Inc. | $6.8M | 39,717 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31