SPSM: Spdr Series Trust insider trading, 5% holders and institutional ownership

From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.

Insider trading

0 open-market buys totaling - and 0 sales totaling - in the last 180 days.

Institutional ownership (Q2 2026)

1,061 institutions reported holding $11.35B of Spdr Series Trust on Form 13F (1,010 the quarter before). 103 opened a new position and 41 sold out. Shares held by institutions: +5%.

Largest holdersSharesValue
LPL Financial LLC25,175,605$1.45B
Financial Engines Advisors L.L.C.18,804,022$1.08B
BANK OF AMERICA CORP /DE/12,147,363$700.54M
MORGAN STANLEY7,614,768$439.14M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC6,597,240$380.46M
ENVESTNET ASSET MANAGEMENT INC6,367,516$367.21M
Valmark Advisers, Inc.5,101,635$294.21M
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC5,022,048$289.62M
AMERIPRISE FINANCIAL INC4,348,586$251.52M
RAYMOND JAMES FINANCIAL INC3,009,298$173.55M

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