19 institutions reported holding $118.2M of SPDR SERIES TRUST (SPTB) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($44.6M), PARK AVENUE SECURITIES LLC ($29.3M), ST GERMAIN D J CO INC ($13.9M), PAYDEN & RYGEL ($7.8M), 3EDGE Asset Management, LP ($7.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $44.6M | 1.5M | Added |
| 2 | PARK AVENUE SECURITIES LLC | $29.3M | 975,018 | Trimmed |
| 3 | ST GERMAIN D J CO INC | $13.9M | 460,901 | Trimmed |
| 4 | PAYDEN & RYGEL | $7.8M | 261,000 | Hold |
| 5 | 3EDGE Asset Management, LP | $7.3M | 243,149 | Added |
| 6 | INTEGRATED CAPITAL MANAGEMENT, INC. | $5.7M | 189,076 | Trimmed |
| 7 | TRUIST FINANCIAL CORP | $4.1M | 135,272 | Added |
| 8 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.3M | 108,925 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $802,000 | 26,656 | Added |
| 10 | American State Bank (Iowa) | $572,403 | 19,042 | Added |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $518,460 | 17,334 | New |
| 12 | ARWA LLC | $308,451 | 10,345 | New |
| 13 | CREATIVE FINANCIAL DESIGNS INC /ADV | $18,823 | 626 | Added |
| 14 | CoreCap Advisors, LLC | $18,216 | 606 | Added |
| 15 | Nova Wealth Management, Inc. | $5,772 | 192 | Hold |
| 16 | AE Wealth Management LLC | $5,140 | 171 | Trimmed |
| 17 | PRIVATE TRUST CO NA | $1,683 | 56 | Trimmed |
| 18 | Blue Trust, Inc. | $0 | 0 | Exited |
| 19 | Nova R Wealth, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30