17 institutions reported holding $1.8M of SPDR SERIES TRUST (SIMS) in SEC 13F filings for 2026-03-31. Largest institutional holders: CARY STREET PARTNERS FINANCIAL LLC ($417,773), Comprehensive Money Management Services LLC ($405,320), CITADEL ADVISORS LLC ($369,348), SFI Advisors, LLC ($284,027), HighTower Advisors, LLC ($207,162). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CARY STREET PARTNERS FINANCIAL LLC | $417,773 | 9,930 | Hold |
| 2 | Comprehensive Money Management Services LLC | $405,320 | 9,634 | Hold |
| 3 | CITADEL ADVISORS LLC | $369,348 | 8,779 | New |
| 4 | SFI Advisors, LLC | $284,027 | 6,751 | Trimmed |
| 5 | HighTower Advisors, LLC | $207,162 | 4,924 | Hold |
| 6 | Geneos Wealth Management Inc. | $25,242 | 600 | Hold |
| 7 | Farther Finance Advisors, LLC | $21,438 | 506 | Hold |
| 8 | SHP Wealth Management | $14,810 | 352 | Hold |
| 9 | Advisory Services Network, LLC | $13,884 | 330 | New |
| 10 | OSAIC HOLDINGS, INC. | $13,167 | 313 | Trimmed |
| 11 | Golden State Equity Partners | $9,148 | 217 | New |
| 12 | Steigerwald, Gordon & Koch Inc. | $4,207 | 100 | Hold |
| 13 | CREATIVE FINANCIAL DESIGNS INC /ADV | $4,081 | 97 | Hold |
| 14 | MORGAN STANLEY | $3,702 | 88 | Trimmed |
| 15 | Triumph Capital Management | $2,735 | 65 | Hold |
| 16 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
| 17 | Pacific Center for Financial Services | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31