Who Owns SPDR SERIES TRUST (SPTL)? -- Institutional Holders (2026-06-30)
271 institutions reported holding $1.77B of SPDR SERIES TRUST (SPTL) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($311.5M), ASSETMARK, INC ($160.4M), Avantax Planning Partners, Inc. ($119.3M), Farther Finance Advisors, LLC ($109.6M), Mirae Asset Global Investments Co., Ltd. ($105.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $311.5M | 11.9M | Added |
| 2 | ASSETMARK, INC | $160.4M | 6.1M | Added |
| 3 | Avantax Planning Partners, Inc. | $119.3M | 4.5M | Added |
| 4 | Farther Finance Advisors, LLC | $109.6M | 4.2M | Added |
| 5 | Mirae Asset Global Investments Co., Ltd. | $105.6M | 4.0M | Trimmed |
| 6 | One Day In July LLC | $100.4M | 3.8M | Added |
| 7 | MATHER GROUP, LLC. | $49.1M | 1.9M | Trimmed |
| 8 | Envestnet Portfolio Solutions, Inc. | $49.1M | 1.9M | Added |
| 9 | Advocacy Wealth Management, LLC | $42.4M | 1.6M | Trimmed |
| 10 | MA Private Wealth | $38.6M | 1.5M | Added |
| 11 | TRUIST FINANCIAL CORP | $33.0M | 1.3M | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $26.3M | 1.0M | Added |
| 13 | Gradient Investments LLC | $25.0M | 953,502 | Added |
| 14 | Strategic Wealth Investment Group, LLC | $22.6M | 860,439 | Trimmed |
| 15 | McAdam, LLC | $21.9M | 834,106 | Trimmed |
| 16 | Ascent Group, LLC | $19.4M | 739,720 | Trimmed |
| 17 | FLC Capital Advisors | $18.9M | 720,387 | Added |
| 18 | RFG Advisory, LLC | $18.1M | 689,172 | Trimmed |
| 19 | PARK AVENUE SECURITIES LLC | $17.3M | 660,318 | Added |
| 20 | CITIGROUP INC | $15.1M | 577,016 | Added |
| 21 | Checchi Capital Advisers, LLC | $15.0M | 573,620 | Trimmed |
| 22 | Fisher Asset Management, LLC | $15.0M | 571,139 | Trimmed |
| 23 | PRINCIPAL SECURITIES, INC. | $14.8M | 563,852 | Added |
| 24 | Keystone Financial Group | $14.0M | 533,951 | Added |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $13.7M | 533,704 | Added |
Source: SEC Form 13F filings · as of 2026-06-30