Who Owns SPDR SERIES TRUST (ROKT)? -- Institutional Holders (2026-03-31)
29 institutions reported holding $12.5M of SPDR SERIES TRUST (ROKT) in SEC 13F filings for 2026-03-31. Largest institutional holders: MOULTON WEALTH MANAGEMENT, INC ($2.6M), WealthBridge Capital Management, LLC ($1.4M), LIBERTY ONE INVESTMENT MANAGEMENT, LLC ($1.2M), Cambridge Investment Research Advisors, Inc. ($941,000), LPL Financial LLC ($892,952). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MOULTON WEALTH MANAGEMENT, INC | $2.6M | 28,176 | New |
| 2 | WealthBridge Capital Management, LLC | $1.4M | 14,039 | Trimmed |
| 3 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | $1.2M | 12,176 | New |
| 4 | Cambridge Investment Research Advisors, Inc. | $941,000 | 9,466 | Added |
| 5 | LPL Financial LLC | $892,952 | 8,978 | New |
| 6 | RAYMOND JAMES FINANCIAL INC | $824,822 | 8,293 | New |
| 7 | TWO SIGMA INVESTMENTS, LP | $815,572 | 8,200 | New |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $775,689 | 7,799 | Added |
| 9 | CITADEL ADVISORS LLC | $616,652 | 6,200 | Trimmed |
| 10 | Benson Wealth Management INC | $522,463 | 5,253 | New |
| 11 | Virtus Family Office LLC | $378,147 | 3,802 | Hold |
| 12 | COMPASS CAPITAL CORP /MA/ /ADV | $362,712 | 3,307 | New |
| 13 | Fulcrum Equity Management | $291,020 | 2,926 | New |
| 14 | Wealthfront Advisers LLC | $265,359 | 2,668 | Added |
| 15 | D.A. DAVIDSON & CO. | $234,129 | 2,354 | Hold |
| 16 | Phillip James Consulting Co. | $136,000 | 4,544 | New |
| 17 | FIFTH THIRD BANCORP | $89,514 | 900 | New |
| 18 | FMR LLC | $59,676 | 600 | New |
| 19 | OSAIC HOLDINGS, INC. | $42,270 | 425 | Trimmed |
| 20 | North Star Investment Management Corp. | $35,308 | 355 | Hold |
| 21 | Innovative Asset Advisors Group, LLC | $29,838 | 300 | New |
| 22 | MORGAN STANLEY | $20,986 | 211 | Trimmed |
| 23 | Berbice Capital Management LLC | $9,946 | 100 | New |
| 24 | BANK OF MONTREAL /CAN/ | $4,973 | 50 | New |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2,685 | 27 | New |
Source: SEC Form 13F filings · as of 2026-03-31