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

442 institutions reported holding $8.97B of SPDR SERIES TRUST (SPTI) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($1.54B), Financial Engines Advisors L.L.C. ($1.28B), Municipal Employees' Retirement System of Michigan ($1.11B), CWM, LLC ($368.2M), MATHER GROUP, LLC. ($340.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$1.54B53.9MAdded
2Financial Engines Advisors L.L.C.$1.28B44.7MAdded
3Municipal Employees' Retirement System of Michigan$1.11B38.7MAdded
4CWM, LLC$368.2M12.8MAdded
5MATHER GROUP, LLC.$340.9M11.9MAdded
6ENVESTNET ASSET MANAGEMENT INC$224.4M7.8MAdded
7AMERIPRISE FINANCIAL INC$218.8M7.6MAdded
8Merit Financial Group, LLC$177.9M6.2MAdded
9GLOBALT Investments LLC / GA$169.8M5.9MAdded
10OSAIC HOLDINGS, INC.$157.2M5.5MAdded
11One Day In July LLC$153.5M5.4MAdded
12EVERMAY WEALTH MANAGEMENT LLC$140.9M4.9MAdded
13OneDigital Investment Advisors LLC$114.6M4.0MAdded
14STATE STREET CORP$107.8M3.8MAdded
15Kingsview Wealth Management, LLC$97.8M3.4MAdded
16ASSETMARK, INC$89.0M3.1MAdded
17WELLS FARGO & COMPANY/MN$84.6M3.0MAdded
18Kestra Investment Management, LLC$82.2M2.9MNew
19CX Institutional$80.7M2.8MAdded
20STEPHENS GROUP ASSET MANAGEMENT, LLC$72.7M2.5MTrimmed
21Independent Advisor Alliance$67.0M2.3MAdded
22MANNING & NAPIER ADVISORS LLC$65.6M2.3MTrimmed
23Strategic Wealth Investment Group, LLC$63.5M2.2MAdded
24Cetera Investment Advisers$59.1M2.1MAdded
25BANK OF AMERICA CORP /DE/$54.0M1.9MTrimmed

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