13FBOX
STATE STREET · 13F Institutional Holdings
Options Calculator Rankings
S

STATE STREET

SPIB
Institutions
585
Combined AUM (Q2 2026)
$9.25B
Combined Shares (Q2 2026)
276.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+37.2M
353 · 66 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-24.2M
204 · 52 Exit · ≈
⚖️ Net
+13.0M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$9.25B
Institutions
585
New Buys
66
Adds
287
Reduces
152
Exits
52
Unchanged
80
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.44%0.46%#143$1.95B58.1M$1.74B52.0M+6.2M+11.87%Add
American Family Investments, Inc.
8.83%8.98%#5$489.5M14.6M$341.4M10.2M+4.5M+43.73%Add
ENVESTNET ASSET MANAGEMENT INC
0.1%0.1%#257$404.9M12.1M$386.8M11.5M+566,595+4.91%Add
Municipal Employees' Retirement System of Michigan
4.39%4.46%#18$397.5M11.9M$392.6M11.7M+175,134+1.50%Add
MORGAN STANLEY
0.02%0.01%#379$386.1M11.5M$179.5M5.3M+6.2M+117.94%Add
Creative Planning
0.15%0.18%#216$256.8M7.7M$267.5M8.0M-301,397-3.78%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.03%0.1%#340$250.4M7.5M$641.6M19.1M-11.6M-60.88%Reduce
D.A. DAVIDSON & CO.
1.23%1.32%#84$223.1M6.7M$217.3M6.5M+188,656+2.91%Add
Wealth Management Nebraska
18.83%19.85%#1$211.1M6.3M$196.0M5.8M+465,886+7.97%Add
Waverly Advisors, LLC
1.12%1.35%#91$192.4M5.7M$181.0M5.4M+353,295+6.55%Add
ASSETMARK, INC
0.3%0.36%#167$177.3M5.3M$174.4M5.2M+99,458+1.91%Add
WELLS FARGO & COMPANY/MN
0.03%0.03%#354$176.8M5.3M$170.3M5.1M+206,893+4.07%Add
RAYMOND JAMES FINANCIAL INC
0.05%0.05%#317$176.7M5.3M$172.3M5.1M+144,038+2.80%Add
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
1.96%2.1%#62$148.9M4.5M$143.5M4.3M+173,886+4.07%Add
HighTower Advisors, LLC
0.11%0.12%#243$115.7M3.5M$113.3M3.4M+79,759+2.36%Add
AMERIPRISE FINANCIAL INC
0.02%0.02%#380$99.6M3.0M$101.0M3.0M-35,037-1.16%Reduce
CASTLEARK MANAGEMENT LLC
2.43%2.98%#56$90.0M2.7M$90.2M2.7M00.00%Unchanged
Capital Analysts, LLC
2.03%1.65%#61$88.3M2.6M$57.9M1.7M+923,667+53.89%Add
OSAIC HOLDINGS, INC.
0.1%0.1%#254$82.9M2.5M$70.2M2.1M+384,990+18.40%Add
State of New Jersey Common Pension Fund D
0.26%0.18%#171$75.5M2.3M$45.5M1.4M+900,000+66.38%Add
Cetera Investment Advisers
0.07%0.07%#283$73.7M2.2M$69.4M2.1M+132,292+6.39%Add
Tower Research Capital LLC (TRC)
1.71%0.66%#70$69.7M2.1M$25.3M755,550+1.3M+175.69%Add
CAPITAL ADVISORS INC/OK
0.97%0.94%#101$66.3M2.0M$58.3M1.7M+241,816+13.91%Add
ROYAL BANK OF CANADA
0.01%0.01%#442$60.6M1.8M$52.7M1.6M+238,040+15.14%Add
STRATEGIC PLANNING GROUP, LLC
6.37%6.73%#9$58.4M1.7M$48.1M1.4M+311,753+21.73%Add
Dodds Wealth, LLC
13.13%13.8%#2$58.4M1.7M$56.2M1.7M+69,371+4.14%Add
TCV Trust & Wealth Management, Inc.
4.12%4.39%#21$54.4M1.6M$52.4M1.6M+61,434+3.93%Add
Private Advisor Group, LLC
0.23%0.23%#181$50.1M1.5M$49.0M1.5M+35,319+2.42%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#488$49.8M1.5M$51.9M1.5M-59,724-3.86%Reduce
Point72 Asset Management, L.P.
0.05%0.06%#307$47.2M1.4M$47.3M1.4M00.00%Unchanged
Zurich Insurance Group Ltd/FI
0.33%0.37%#162$46.9M1.4M$47.0M1.4M00.00%Unchanged
UBS Group AG
0.01%0.01%#464$46.3M1.4M$46.3M1.4M+4,077+0.30%Add
Gradient Investments LLC
0.64%0.01%#122$46.1M1.4M$554,98616,547+1.4M+8,222.37%Add
Orange Investment Advisors, Inc.
5.45%5.7%#12$44.8M1.3M$44.0M1.3M+28,011+2.14%Add
STEPHENS GROUP ASSET MANAGEMENT, LLC
2.5%2.71%#54$44.3M1.3M$42.5M1.3M+56,418+4.46%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#487$41.3M1.2M$3.9M114,836+1.1M+974.23%Add
CGN Advisors LLC
3%3.12%#40$41.1M1.2M$39.5M1.2M+48,572+4.12%Add
MANNING & NAPIER ADVISORS LLC
0.53%0.3%#130$41.0M1.2M$21.1M628,376+596,324+94.90%Add
Roberts Financial Services LLC
11.57%12.21%#3$39.5M1.2M$38.4M1.1M+35,913+3.14%Add
Carnegie Investment Counsel
0.76%0.74%#114$37.7M1.1M$37.8M1.1M-1,876-0.17%Reduce
Rockwood Wealth Management, LLC
2.27%2.41%#58$35.9M1.1M$33.7M1.0M+68,585+6.83%Add
Advisors Capital Management, LLC
0.37%0.39%#150$34.9M1.0M$33.5M999,532+43,047+4.31%Add
Concord Wealth Partners
3.86%4.23%#24$33.7M1.0M$32.6M970,711+37,607+3.87%Add
RMG Wealth Management LLC
3.45%3.39%#34$33.4M1.0M$29.4M877,133+132,151+15.07%Add
Concord Asset Management, LLC/VA
5.1%5.42%#15$32.9M984,539$32.1M956,840+27,699+2.89%Add
NOTTINGHAM ADVISORS, INC.
3.84%3.97%#26$31.7M681,369$30.8M919,755-238,386-25.92%Reduce
High Probability Advisors, LLC
3.36%3.82%#35$31.4M939,100$29.9M890,888+48,212+5.41%Add
BARTLETT & CO. WEALTH MANAGEMENT LLC
0.39%0.36%#147$31.4M937,863$28.4M847,751+90,112+10.63%Add
Dynamic Advisor Solutions LLC
0.89%0.91%#103$31.4M937,504$29.0M863,998+73,506+8.51%Add
Migdal Insurance & Financial Holdings Ltd.
0.2%0.25%#185$31.0M927,502$28.8M859,071+68,431+7.97%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow