101 institutions reported holding $113.6M of SPDR SERIES TRUST (SMLV) in SEC 13F filings for 2026-03-31. Largest institutional holders: OSAIC HOLDINGS, INC. ($11.3M), DORVAL Corp ($10.9M), Cambridge Investment Research Advisors, Inc. ($10.5M), IEQ CAPITAL, LLC ($8.5M), LPL Financial LLC ($8.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | $11.3M | 82,740 | Trimmed |
| 2 | DORVAL Corp | $10.9M | 79,718 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $10.5M | 76,409 | Added |
| 4 | IEQ CAPITAL, LLC | $8.5M | 62,018 | Trimmed |
| 5 | LPL Financial LLC | $8.4M | 61,138 | Trimmed |
| 6 | AQR CAPITAL MANAGEMENT LLC | $7.9M | 57,388 | Hold |
| 7 | Roan Capital Partners | $4.7M | 33,938 | New |
| 8 | Cetera Investment Advisers | $3.4M | 24,982 | Trimmed |
| 9 | Royal Bank of Canada | $3.0M | 21,658 | Trimmed |
| 10 | UBS Group AG | $2.9M | 21,079 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 18,876 | Added |
| 12 | McNaughton Wealth Management, LLC | $2.6M | 18,820 | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 15,804 | Trimmed |
| 14 | Johnson & White Wealth Management, LLC | $1.9M | 13,555 | Trimmed |
| 15 | IAG Wealth Partners, LLC | $1.6M | 11,994 | Trimmed |
| 16 | Capital Developers, LLC | $1.6M | 11,822 | Trimmed |
| 17 | BANK OF AMERICA CORP /DE/ | $1.6M | 11,539 | Trimmed |
| 18 | MORGAN STANLEY | $1.5M | 11,126 | Added |
| 19 | NorthRock Partners, LLC | $1.5M | 10,812 | Added |
| 20 | PNC Financial Services Group, Inc. | $1.2M | 9,053 | Added |
| 21 | Insight Advisors, LLC/ PA | $1.2M | 8,645 | Trimmed |
| 22 | COWA, LLC | $1.1M | 7,925 | Added |
| 23 | CITIGROUP INC | $1.0M | 7,342 | Added |
| 24 | HF Advisory Group, LLC | $985,963 | 7,193 | Trimmed |
| 25 | Pathfinder Wealth Consulting, Inc. | $944,875 | 6,893 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31