Who Owns SPDR SERIES TRUST (SPTM)? -- Institutional Holders (2026-03-31)
778 institutions reported holding $8.04B of SPDR SERIES TRUST (SPTM) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($672.2M), ASSETMARK, INC ($429.8M), Creative Planning ($326.2M), CWM, LLC ($264.8M), Private Advisor Group, LLC ($244.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $672.2M | 8.5M | Added |
| 2 | ASSETMARK, INC | $429.8M | 5.4M | Added |
| 3 | Creative Planning | $326.2M | 4.1M | Added |
| 4 | CWM, LLC | $264.8M | 3.3M | Added |
| 5 | Private Advisor Group, LLC | $244.5M | 3.1M | Trimmed |
| 6 | Valmark Advisers, Inc. | $232.4M | 2.9M | Added |
| 7 | Tidal Investments LLC | $228.9M | 2.9M | Added |
| 8 | Wealthcare Advisory Partners LLC | $204.5M | 2.6M | Added |
| 9 | Hughes Financial Services, LLC | $132.2M | 1.7M | Added |
| 10 | Professional Financial Advisors, LLC | $121.2M | 1.5M | Trimmed |
| 11 | MORGAN STANLEY | $121.0M | 1.5M | Added |
| 12 | OSAIC HOLDINGS, INC. | $113.6M | 1.4M | Trimmed |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $112.1M | 1.4M | Trimmed |
| 14 | Syntegra Private Wealth Group, LLC | $111.7M | 1.4M | Trimmed |
| 15 | Modern Wealth Management, LLC | $110.4M | 1.4M | Trimmed |
| 16 | AMERIPRISE FINANCIAL INC | $100.8M | 1.3M | Trimmed |
| 17 | Keener Financial Planning LLC | $85.9M | 1.1M | Added |
| 18 | Allworth Financial LP | $84.7M | 1.1M | Added |
| 19 | ARS Wealth Advisors Group, LLC | $81.6M | 1.0M | Added |
| 20 | WELLS FARGO & COMPANY/MN | $81.1M | 1.0M | Trimmed |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $79.9M | 1.0M | Trimmed |
| 22 | BANK OF AMERICA CORP /DE/ | $77.0M | 973,384 | Trimmed |
| 23 | Rockbridge Investment Management, LCC | $73.8M | 933,841 | Trimmed |
| 24 | Independent Advisor Alliance | $71.4M | 903,126 | New |
| 25 | COLDSTREAM CAPITAL MANAGEMENT INC | $70.4M | 494,999 | New |
Source: SEC Form 13F filings · as of 2026-03-31