Who Owns SPDR SERIES TRUST (SPMD)? -- Institutional Holders (2026-06-30)

482 institutions reported holding $2.65B of SPDR SERIES TRUST (SPMD) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($303.2M), Facet Wealth, Inc. ($178.1M), Wealthcare Advisory Partners LLC ($83.1M), Cornerstone Wealth Management, LLC ($74.9M), Auto-Owners Insurance Co ($70.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$303.2M4.5MAdded
2Facet Wealth, Inc.$178.1M2.6MAdded
3Wealthcare Advisory Partners LLC$83.1M1.2MAdded
4Cornerstone Wealth Management, LLC$74.9M1.1MTrimmed
5Auto-Owners Insurance Co$70.2M1.0MTrimmed
6GREENLEAF TRUST$66.5M984,218Added
7Miracle Mile Advisors, LLC$61.4M908,750Added
8Farther Finance Advisors, LLC$60.3M892,359Added
9HHM Wealth Advisors, LLC$57.9M856,429Added
10JNBA Financial Advisors$55.1M815,885Trimmed
11Private Advisor Group, LLC$52.6M778,352Trimmed
121900 WEALTH MANAGEMENT LLC$52.3M774,635Added
13AlphaStar Capital Management, LLC$50.1M741,916Trimmed
14Impact Partnership Wealth, LLC$46.5M687,948Added
15RETIREMENT INCOME SOLUTIONS, INC$42.3M714,469Trimmed
16Atlas Private Wealth Advisors$37.8M559,902Added
17Envestnet Portfolio Solutions, Inc.$34.9M516,571Added
18CAHABA WEALTH MANAGEMENT, INC.$31.6M467,183Trimmed
19ASSETMARK, INC$30.9M457,527Added
20ST GERMAIN D J CO INC$29.9M442,350Added
21Ellenbecker Investment Group$28.5M421,419Added
22Cambridge Investment Research Advisors, Inc.$27.9M412,946Added
23Integrity Advisory Solutions, LLC$27.6M407,945Added
24First National Trust Co$26.9M397,969Trimmed
25Octavia Wealth Advisors, LLC$25.6M378,745Added

Source: SEC Form 13F filings · as of 2026-06-30