17 institutions reported holding $2.0M of SPDR SERIES TRUST (SIMS) in SEC 13F filings for 2026-06-30. Largest institutional holders: CARY STREET PARTNERS FINANCIAL LLC ($465,527), Comprehensive Money Management Services LLC ($444,953), CITADEL ADVISORS LLC ($422,731), SFI Advisors, LLC ($264,731), HighTower Advisors, LLC ($231,822). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CARY STREET PARTNERS FINANCIAL LLC | $465,527 | 9,888 | Trimmed |
| 2 | Comprehensive Money Management Services LLC | $444,953 | 9,451 | Trimmed |
| 3 | CITADEL ADVISORS LLC | $422,731 | 8,979 | Added |
| 4 | SFI Advisors, LLC | $264,731 | 5,623 | Trimmed |
| 5 | HighTower Advisors, LLC | $231,822 | 4,924 | Hold |
| 6 | Farther Finance Advisors, LLC | $45,951 | 976 | Added |
| 7 | Geneos Wealth Management Inc. | $28,248 | 600 | Hold |
| 8 | UBS Group AG | $24,011 | 510 | New |
| 9 | SHP Wealth Management | $16,572 | 352 | Hold |
| 10 | OSAIC HOLDINGS, INC. | $14,736 | 313 | Hold |
| 11 | CREATIVE FINANCIAL DESIGNS INC /ADV | $4,567 | 97 | Hold |
| 12 | MORGAN STANLEY | $4,200 | 89 | Added |
| 13 | Triumph Capital Management | $3,060 | 65 | Hold |
| 14 | VALLEY NATIONAL ADVISERS INC | $471 | 10 | New |
| 15 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 16 | Golden State Equity Partners | $0 | 0 | Exited |
| 17 | Steigerwald, Gordon & Koch Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30