SPMB institutional holders

SPDR SERIES TRUST · 13F, 2026Q2

Managers holding256
Shares held282,446,592
Reported value$6.3bn
Quarter flows43 new, 98 added, 82 trimmed, 28 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Financial Engines Advisors L.L.C.196,882,687$4.4bn7.8%
LPL Financial LLC22,418,421$500.2m0.1%
STIFEL FINANCIAL CORP5,892,272$131.5m0.1%
BENJAMIN EDWARDS INC4,813,580$107.4m1.0%
AMERIPRISE FINANCIAL INC3,577,787$79.8m0.0%
CONFLUENCE INVESTMENT MANAGEMENT LLC3,370,501$75.2m1.2%
CX Institutional2,735,565$61.0m1.8%
BANK OF AMERICA CORP /DE/2,245,455$50.1m0.0%
Advisory Alpha, LLC2,230,802$49.8m1.2%
ASSETMARK, INC1,962,264$43.8m0.1%
GOLDMAN SACHS GROUP INC1,942,502$43.3m0.0%
MORGAN STANLEY1,907,212$42.5m0.0%
JPMORGAN CHASE & CO1,507,711$33.8m0.0%
Zurich Insurance Group Ltd/FI1,482,295$33.1m0.2%
CITADEL ADVISORS LLC1,438,482$32.1m0.0%
Financial Plan, Inc.1,354,741$30.2m2.9%
FINANCIAL LIFE ADVISORS1,300,999$29.0m8.3%
Sanctuary Advisors, LLC1,090,336$24.3m0.1%
Baird Financial Group, Inc.1,078,449$24.1m0.0%
ALTFEST L J & CO INC885,863$19.8m1.9%
Gladstone Institutional Advisory LLC885,033$19.7m0.6%
Compton Financial Group, LLC870,078$19.4m3.7%
93 Financial Group, LLC801,374$17.9m7.1%
Cetera Investment Advisers782,706$17.5m0.0%
Private Advisor Group, LLC713,679$15.9m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SPMB"). SPMB price history · All 13F data

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