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

SPDR SERIES TRUST

SIMS
Institutions
16
Combined AUM (Q2 2026)
$2.0M
Combined Shares (Q2 2026)
42,134
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1,230
5 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1,783
5 · 2 Exit · ≈
⚖️ Net
-553
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.0M
Institutions
16
New Buys
3
Adds
2
Reduces
3
Exits
2
Unchanged
8
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CARY STREET PARTNERS FINANCIAL LLC
0.01%0.01%#3$465,5279,888$417,7739,930-42-0.42%Reduce
Comprehensive Money Management Services LLC
0.28%0.27%#1$444,9539,451$405,3209,634-183-1.90%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#12$422,7318,979$369,3488,779+200+2.28%Add
SFI Advisors, LLC
0.23%0.3%#2$264,7315,623$284,0276,751-1,128-16.71%Reduce
HighTower Advisors, LLC
<0.01%<0.01%#9$231,8224,924$207,1624,92400.00%Unchanged
Farther Finance Advisors, LLC
<0.01%<0.01%#8$45,951976$21,438506+470+92.89%Add
Geneos Wealth Management Inc.
<0.01%<0.01%#6$28,248600$25,24260000.00%Unchanged
UBS Group AG
<0.01%#14$24,011510$00+510New Buy
SHP Wealth Management
<0.01%<0.01%#5$16,572352$14,81035200.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#13$14,736313$13,16731300.00%Unchanged
Ascentis Independent Advisors
<0.01%<0.01%#4$9,148217$9,14821700.00%Unchanged
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#10$4,56797$4,0819700.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#16$4,20089$3,7918900.00%Unchanged
Triumph Capital Management
<0.01%<0.01%#7$3,06065$2,7356500.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#15$1,87740$00+40New Buy
VALLEY NATIONAL ADVISERS INC
<0.01%#11$47110$00+10New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow