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Who Owns SPDR SERIES TRUST (SPIB)? -- Institutional Holders (2026-03-31)

624 institutions reported holding $8.85B of SPDR SERIES TRUST (SPIB) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($1.74B), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($641.6M), Municipal Employees' Retirement System of Michigan ($392.6M), ENVESTNET ASSET MANAGEMENT INC ($386.8M), American Family Investments, Inc. ($341.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$1.74B52.0MAdded
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC$641.6M19.1MTrimmed
3Municipal Employees' Retirement System of Michigan$392.6M11.7MHold
4ENVESTNET ASSET MANAGEMENT INC$386.8M11.5MAdded
5American Family Investments, Inc.$341.4M10.2MAdded
6Creative Planning$267.5M8.0MTrimmed
7D.A. DAVIDSON & CO.$217.3M6.5MAdded
8Wealth Management Nebraska$196.0M5.8MAdded
9Waverly Advisors, LLC$181.0M5.4MAdded
10MORGAN STANLEY$178.2M5.3MTrimmed
11ASSETMARK, INC$174.4M5.2MAdded
12RAYMOND JAMES FINANCIAL INC$172.3M5.1MAdded
13WELLS FARGO & COMPANY/MN$170.3M5.1MTrimmed
14CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$143.5M4.3MTrimmed
15HighTower Advisors, LLC$113.3M3.4MAdded
16AMERIPRISE FINANCIAL INC$101.0M3.0MTrimmed
17CASTLEARK MANAGEMENT LLC$90.2M2.7MAdded
18STATE STREET CORP$87.9M2.6MTrimmed
19Capital Analysts, LLC$84.5M2.5MAdded
20OSAIC HOLDINGS, INC.$70.2M2.1MTrimmed
21Cetera Investment Advisers$69.4M2.1MAdded
22CAPITAL ADVISORS INC/OK$58.3M1.7MTrimmed
23Dodds Wealth, LLC$56.2M1.7MAdded
24Royal Bank of Canada$52.7M1.6MTrimmed
25TCV Trust & Wealth Management, Inc.$52.4M1.6MAdded

Source: SEC Form 13F filings · as of 2026-03-31