13FBOX
SPDR SERIES TRUST · 13F Institutional Holdings
Options Calculator Rankings
S

SPDR SERIES TRUST

SPTL
Institutions
476
Combined AUM (Q2 2026)
$9.64B
Combined Shares (Q2 2026)
367.4M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+44.0M
282 · 56 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-36.7M
206 · 62 Exit · ≈
⚖️ Net
+7.3M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$9.64B
Institutions
476
New Buys
56
Adds
226
Reduces
144
Exits
62
Unchanged
50
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
STATE STREET CORP
0.06%0.06%#229$2.03B77.4M$1.80B68.5M+8.9M+12.99%Add
Financial Engines Advisors L.L.C.
2.75%2.92%#23$1.55B59.0M$1.44B54.7M+4.3M+7.94%Add
UBS Group AG
0.08%0.05%#210$618.1M23.6M$337.7M12.8M+10.7M+83.55%Add
Municipal Employees' Retirement System of Michigan
5.68%6.87%#8$514.4M19.6M$604.9M23.0M-3.4M-14.74%Reduce
FMR LLC
0.02%0.03%#289$459.2M17.5M$560.5M21.3M-3.8M-17.85%Reduce
ENVESTNET ASSET MANAGEMENT INC
0.07%0.08%#215$311.5M11.9M$287.8M10.9M+935,837+8.55%Add
LPL Financial LLC
0.06%0.06%#223$286.4M10.9M$229.9M8.7M+2.2M+24.93%Add
BANK OF AMERICA CORP /DE/
0.02%0.03%#302$261.3M10.0M$384.0M14.6M-4.6M-31.76%Reduce
GOLDMAN SACHS GROUP INC
0.02%0.01%#303$192.2M7.3M$94.6M3.6M+3.7M+103.66%Add
ASSETMARK, INC
0.28%0.31%#118$160.4M6.1M$153.4M5.8M+283,768+4.87%Add
GLOBALT Investments LLC / GA
4.97%5.22%#9$147.3M5.6M$146.3M5.6M+53,549+0.96%Add
JPMORGAN CHASE & CO
0.01%0.01%#344$123.9M4.7M$157.5M6.0M-1.3M-22.03%Reduce
Avantax Planning Partners, Inc.
2.97%3.12%#20$119.3M4.5M$113.5M4.3M+232,863+5.40%Add
Farther Finance Advisors, LLC
0.86%0.84%#58$109.6M4.2M$88.8M3.4M+783,999+23.10%Add
Mirae Asset Global Investments Co., Ltd.
0.16%0.39%#155$105.6M4.0M$134.4M5.1M-1.1M-21.27%Reduce
MASON STREET ADVISORS, LLC
9.47%10.28%#1$105.1M4.0M$105.2M4.0M+7,240+0.18%Add
Advocacy Wealth Management, LLC
4.61%4.63%#11$104.6M4.0M$104.6M4.0M00.00%Unchanged
Cetera Investment Advisers
0.09%0.11%#199$101.8M3.9M$102.3M3.9M-8,617-0.22%Reduce
One Day In July LLC
6.98%7.48%#4$100.4M3.8M$93.4M3.6M+277,365+7.81%Add
STIFEL FINANCIAL CORP
0.07%0.08%#219$82.1M3.1M$92.2M3.5M-375,481-10.71%Reduce
OSAIC HOLDINGS, INC.
0.1%0.1%#194$81.4M3.1M$67.9M2.6M+522,569+20.25%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.04%0.05%#254$76.6M2.9M$75.6M2.9M+43,879+1.53%Add
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01%0.02%#323$65.5M2.5M$73.2M2.8M-283,802-10.20%Reduce
Destination Wealth Management
1.37%1.51%#39$58.6M2.2M$58.3M2.2M+20,648+0.93%Add
WELLS FARGO & COMPANY/MN
0.01%0.01%#336$53.9M2.1M$50.1M1.9M+149,685+7.85%Add
MORGAN STANLEY
<0.01%<0.01%#385$53.3M2.0M$71.6M2.7M-624,902-23.51%Reduce
MATHER GROUP, LLC.
0.43%2.16%#99$49.1M1.9M$216.3M8.2M-6.4M-77.26%Reduce
Envestnet Portfolio Solutions, Inc.
0.24%0.25%#125$49.1M1.9M$45.3M1.7M+149,337+8.68%Add
Tennessee Valley Asset Management Partners
4.96%5.75%#10$45.0M1.7M$43.5M1.7M+59,231+3.58%Add
Voya Financial Advisors, Inc.
3.77%4.06%#15$42.8M1.6M$40.7M1.6M+46,150+2.94%Add
MCMORGAN & CO LLC
5.94%6.45%#6$39.5M1.5M$39.9M1.5M-11,982-0.79%Reduce
Integrated Wealth Concepts LLC
0.19%0.2%#138$39.3M1.5M$24.8M944,560+555,338+58.79%Add
MA Private Wealth
5.75%6.25%#7$38.6M1.5M$36.9M1.4M+65,899+4.69%Add
ROYAL BANK OF CANADA
0.01%0.01%#356$37.9M1.4M$37.2M1.4M+29,702+2.10%Add
TRUIST FINANCIAL CORP
0.04%0.04%#256$33.0M1.3M$27.9M1.1M+197,518+18.65%Add
SOFI WEALTH, LLC
1.29%1.44%#41$32.0M1.2M$30.0M1.1M+81,968+7.20%Add
Advisory Alpha, LLC
0.69%0.76%#73$28.3M1.1M$28.0M1.1M+15,056+1.42%Add
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#341$27.1M1.0M$27.7M1.1M-17,388-1.65%Reduce
Jump Financial, LLC
0.22%0.13%#132$27.0M1.0M$9.7M366,974+661,490+180.26%Add
Gradient Investments LLC
0.35%0.33%#108$25.0M953,502$21.1M800,461+153,041+19.12%Add
Sanctuary Advisors, LLC
0.11%0.15%#175$24.3M927,836$28.1M1.1M-142,099-13.28%Reduce
Wealthspire Advisors, LLC
0.13%<0.01%#168$22.8M870,699$322,36012,257+858,442+7,003.69%Add
Vestmark Advisory Solutions, Inc.
0.21%0.15%#134$22.6M861,975$13.3M507,315+354,660+69.91%Add
Strategic Wealth Investment Group, LLC
2.74%3.71%#24$22.6M860,439$29.2M1.1M-250,670-22.56%Reduce
ELEVATION POINT WEALTH PARTNERS, LLC
0.41%0.3%#102$21.9M834,847$12.9M491,220+343,627+69.95%Add
McAdam, LLC
0.84%1.42%#61$21.9M834,106$31.6M1.2M-367,350-30.58%Reduce
THRIVENT FINANCIAL FOR LUTHERANS
0.03%0.08%#267$21.4M814,697$45.7M1.7M-921,096-53.06%Reduce
AMERIPRISE FINANCIAL INC
<0.01%0.01%#368$21.2M809,354$22.3M849,396-40,042-4.71%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#386$20.6M783,962$20.8M792,562-8,600-1.09%Reduce
Ascent Group, LLC
0.58%0.69%#85$19.4M739,720$20.0M762,045-22,325-2.93%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow