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

SPDR SERIES TRUST

SPLB
Institutions
175
Combined AUM (Q2 2026)
$817.9M
Combined Shares (Q2 2026)
36.5M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+5.6M
94 · 19 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-9.4M
86 · 22 Exit · ≈
⚖️ Net
-3.8M
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$817.9M
Institutions
175
New Buys
19
Adds
75
Reduces
64
Exits
22
Unchanged
17
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
STATE STREET CORP
<0.01%0.01%#118$107.4M4.8M$157.3M7.1M-2.3M-32.27%Reduce
ENVESTNET ASSET MANAGEMENT INC
0.02%0.02%#73$103.6M4.6M$72.1M3.2M+1.4M+42.55%Add
LPL Financial LLC
0.02%0.02%#75$93.2M4.2M$94.0M4.2M-71,871-1.70%Reduce
ROCKLAND TRUST CO
1.78%1.73%#8$45.5M2.0M$43.1M1.9M+90,227+4.65%Add
NYL Investors LLC
12.55%12.23%#1$32.7M1.5M$32.4M1.5M+4,252+0.29%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#134$21.3M950,899$21.4M961,700-10,801-1.12%Reduce
Clark Capital Management Group, Inc.
0.11%0.08%#43$20.5M915,153$13.2M594,232+320,921+54.01%Add
MORGAN STANLEY
<0.01%<0.01%#139$19.8M882,541$23.8M1.0M-146,625-14.25%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#132$18.9M842,333$610,38327,470+814,863+2,966.37%Add
Envestnet Portfolio Solutions, Inc.
0.09%0.07%#46$18.4M823,018$13.3M599,372+223,646+37.31%Add
Cetera Investment Advisers
0.02%0.01%#80$17.7M791,720$11.5M518,888+272,832+52.58%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#96$17.1M763,927$16.7M751,225+12,702+1.69%Add
PRINCIPAL SECURITIES, INC.
0.21%0.16%#30$17.1M763,272$11.0M496,638+266,634+53.69%Add
GOLDMAN SACHS GROUP INC
<0.01%#135$15.4M686,345$00+686,345New Buy
Gotham Asset Management, LLC
0.04%0.05%#64$15.3M683,691$14.8M665,442+18,249+2.74%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#126$12.3M547,675$12.2M550,889-3,214-0.58%Reduce
Econ Financial Services Corp
5.5%2.48%#3$11.8M525,451$5.3M240,446+285,005+118.53%Add
ASSETMARK, INC
0.02%0.02%#76$11.3M502,849$11.9M535,588-32,739-6.11%Reduce
PFG Advisors
0.55%0.46%#20$10.9M484,688$9.5M428,104+56,584+13.22%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#131$9.9M443,647$9.2M415,920+27,727+6.67%Add
White & Co Financial Planning Inc
5.86%5.94%#2$9.5M421,974$8.3M371,370+50,604+13.63%Add
Goldstone Financial Group, LLC
0.85%1.33%#14$9.3M417,214$12.3M552,122-134,908-24.43%Reduce
Graney & King, LLC
3.22%4.51%#7$8.9M399,368$8.4M376,158+23,210+6.17%Add
ARRIEN INVESTMENTS, INC.
4.45%4.59%#4$8.8M394,040$8.5M380,894+13,146+3.45%Add
PARK AVENUE SECURITIES LLC
0.05%0.04%#57$8.7M389,874$5.2M236,225+153,649+65.04%Add
Mirae Asset Global Investments Co., Ltd.
0.01%0.02%#89$8.5M379,000$7.4M335,000+44,000+13.13%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#123$8.4M375,423$8.4M376,210-787-0.21%Reduce
Hedeker Wealth, LLC
1.43%1.6%#11$7.5M335,036$7.6M340,155-5,119-1.50%Reduce
OSAIC HOLDINGS, INC.
0.01%0.01%#105$6.1M274,303$5.8M259,210+15,093+5.82%Add
JANE STREET GROUP, LLC
<0.01%#145$6.0M267,557$00+267,557New Buy
Bank of New York Mellon Corp
<0.01%<0.01%#141$5.7M254,912$5.5M247,795+7,117+2.87%Add
Cerity Partners LLC
0.01%0.01%#108$4.6M206,323$4.6M204,991+1,332+0.65%Add
Roan Capital Partners
3.27%3.37%#5$3.9M175,836$3.7M164,340+11,496+7.00%Add
MML INVESTORS SERVICES, LLC
0.01%0.01%#102$3.8M171,153$2.1M95,593+75,560+79.04%Add
Aspire Private Capital, LLC
0.77%0.81%#16$3.7M166,659$3.6M161,244+5,415+3.36%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#152$3.7M164,755$4.0M179,556-14,801-8.24%Reduce
Integrated Wealth Concepts LLC
0.01%0.01%#87$2.9M131,008$1.5M69,735+61,273+87.87%Add
Westside Investment Management, Inc.
0.38%0.38%#22$2.9M130,611$2.5M112,937+17,674+15.65%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%0.01%#112$2.8M128,751$3.8M169,378-40,627-23.99%Reduce
CONNING INC.
0.08%0.09%#47$2.8M124,080$2.8M124,08000.00%Unchanged
Quadrature Capital Ltd
0.02%#74$2.7M121,740$00+121,740New Buy
CARY STREET PARTNERS FINANCIAL LLC
0.06%0.06%#55$2.7M121,199$2.4M107,306+13,893+12.95%Add
Aspetuck Financial Management LLC
1.6%1.85%#9$2.7M121,014$2.7M121,429-415-0.34%Reduce
NewEdge Advisors, LLC
0.01%0.01%#101$2.6M117,759$2.6M117,279+480+0.41%Add
LANDMARK WEALTH MANAGEMENT, INC.
0.8%1%#15$2.4M107,676$2.6M118,771-11,095-9.34%Reduce
Raleigh Capital Management Inc.
0.73%0.75%#17$2.3M102,169$2.2M97,476+4,693+4.81%Add
Private Advisor Group, LLC
0.01%0.02%#93$2.2M97,119$4.5M201,671-104,552-51.84%Reduce
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#110$2.2M96,768$5.0M223,686-126,918-56.74%Reduce
HighTower Advisors, LLC
<0.01%<0.01%#125$2.1M93,668$1.9M84,423+9,245+10.95%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#142$2.0M90,908$1.8M84,048+6,860+8.16%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow