SPDR SERIES TRUST - 78468R507
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Long Wharf Investors, Inc. | History | New | 41,913 | 1,249 | 1.07% | — | 1 | +41,913 | New | Q1 2014 | Apr 29, 2014 |
| BANK OF AMERICA CORP /DE/ | History | New | 36,825 | 1,097 | 0.0% | — | 2 | +36,825 | New | Q1 2014 | May 15, 2014 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 23,500 | 700 | 0.0% | 0.0% | 3 | +16,550 | 238.13% | Q1 2014 | May 14, 2014 |
| KCG Holdings, Inc. | History | Reduced | 9,523 | 284 | 0.0% | 0.01% | 4 | -8,795 | -48.01% | Q1 2014 | May 15, 2014 |
| MORGAN STANLEY | History | Added to | 3,675 | 110 | 0.0% | 0.0% | 5 | +2,025 | 122.73% | Q1 2014 | May 13, 2014 |
| CLS Investments, LLC | History | Added to | 2,565 | 76 | 0.0% | 0.0% | 6 | +905 | 54.52% | Q1 2014 | May 13, 2014 |
| UBS AG | History | New | 1,545 | 46 | 0.0% | — | 7 | +1,545 | New | Q1 2014 | May 16, 2014 |
| ROYAL BANK OF CANADA | History | Reduced | 1,397 | 42 | 0.0% | 0.0% | 8 | -128 | -8.39% | Q1 2014 | May 15, 2014 |