SPDR SERIES TRUST - DGT
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 231,978 | 38,670 | 0.01% | 0.01% | 1 | +16,365 | 7.59% | Q4 2025 | Feb 11, 2026 |
| Systelligence, LLC | History | Reduced | 201,349 | 33,564 | 6.39% | 6.56% | 2 | -12,590 | -5.88% | Q4 2025 | Jan 22, 2026 |
| MORGAN STANLEY | History | Added to | 137,833 | 22,976 | 0.0% | 0.0% | 3 | +25,706 | 22.93% | Q4 2025 | Feb 13, 2026 |
| Members Advisory Group LLC | History | Added to | 119,871 | 19,983 | 7.53% | 4.33% | 4 | +44,113 | 58.23% | Q4 2025 | Jan 27, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 79,646 | 13,276 | 0.55% | 0.52% | 5 | +5,131 | 6.89% | Q4 2025 | Feb 13, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 75,266 | 12,546 | 1.67% | 1.63% | 6 | +2,426 | 3.33% | Q4 2025 | Jan 30, 2026 |
| INTACT INVESTMENT MANAGEMENT INC. | History | No change | 73,266 | 12,213 | 0.35% | 0.36% | 7 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 59,202 | 9,869 | 0.01% | 0.01% | 8 | +19,625 | 49.59% | Q4 2025 | Feb 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 43,662 | 7,278 | 0.77% | 0.73% | 9 | +2,128 | 5.12% | Q4 2025 | Feb 18, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 39,855 | 6,643 | 0.5% | 0.48% | 10 | -6,367 | -13.77% | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 36,280 | 6,047 | 0.1% | 0.12% | 11 | +3,125 | 9.43% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 32,041 | 5,341 | 0.0% | 0.0% | 12 | -681 | -2.08% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 27,429 | 4,572 | 0.0% | 0.0% | 13 | +6,828 | 33.14% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 27,130 | 4,522 | 0.0% | 0.0% | 14 | +21,621 | 392.47% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 26,488 | 4,416 | 0.01% | 0.01% | 15 | -6,204 | -18.98% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 25,336 | 4,224 | 0.01% | 0.01% | 16 | -509 | -1.97% | Q4 2025 | Feb 05, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 20,243 | 3,374 | 0.12% | 0.12% | 17 | +570 | 2.9% | Q4 2025 | Feb 04, 2026 |
| Roundview Capital LLC | History | Reduced | 19,283 | 3,214 | 0.2% | 0.2% | 18 | -303 | -1.55% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,560 | 3,149 | 0.0% | 0.0% | 19 | +926 | 5.25% | Q4 2025 | Jan 08, 2026 |
| Gotham Asset Management, LLC | History | No change | 17,172 | 2,862 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 16,009 | 2,668 | 0.0% | 0.0% | 21 | +496 | 3.2% | Q4 2025 | Feb 13, 2026 |
| NWAM LLC | History | Added to | 15,114 | 2,606 | 0.15% | 0.13% | 22 | +83 | 0.55% | Q4 2025 | Feb 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 15,583 | 2,597 | 0.0% | 0.0% | 23 | +4,147 | 36.26% | Q4 2025 | Feb 18, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 15,322 | 2,566 | 0.17% | 0.16% | 24 | +1,838 | 13.63% | Q4 2025 | Jan 15, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 15,045 | 2,508 | 0.08% | — | 25 | +15,045 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 13,646 | 2,274 | 0.0% | 0.0% | 26 | +4,429 | 48.05% | Q4 2025 | Jan 29, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 13,558 | 2,260 | 0.61% | 0.49% | 27 | +3,248 | 31.5% | Q4 2025 | Feb 09, 2026 |
| Asset Management Group, Inc. | History | Added to | 12,780 | 2,130 | 0.34% | 0.33% | 28 | +174 | 1.38% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 11,446 | 1,908 | 0.1% | 0.1% | 29 | +170 | 1.51% | Q4 2025 | Jan 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,753 | 1,792 | 0.0% | 0.0% | 30 | +3,187 | 42.12% | Q4 2025 | Feb 10, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 10,321 | 1,720 | 0.41% | 0.43% | 31 | -330 | -3.1% | Q4 2025 | Jan 20, 2026 |
| Equitable Holdings, Inc. | History | Added to | 8,662 | 1,443 | 0.01% | 0.01% | 32 | +453 | 5.52% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | New | 7,441 | 1,240 | 0.02% | — | 33 | +7,441 | New | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 7,435 | 1,239 | 0.0% | — | 34 | +7,435 | New | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Added to | 6,415 | 1,069 | 0.03% | 0.03% | 35 | +344 | 5.67% | Q4 2025 | Feb 19, 2026 |
| Integrated Advisors Network LLC | History | Added to | 5,751 | 958 | 0.04% | 0.04% | 36 | +2 | 0.03% | Q4 2025 | Feb 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 5,544 | 924 | 0.05% | 0.07% | 37 | -1,237 | -18.24% | Q4 2025 | Jan 26, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 5,355 | 893 | 0.0% | 0.0% | 38 | -444 | -7.66% | Q4 2025 | Feb 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 5,016 | 836 | 0.05% | 0.05% | 39 | +2 | 0.04% | Q4 2025 | Feb 10, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 4,867 | 811 | 0.38% | 0.38% | 40 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 4,613 | 769 | 0.01% | 0.01% | 41 | -385 | -7.7% | Q4 2025 | Jan 20, 2026 |
| Modern Wealth Management, LLC | History | Added to | 4,146 | 691 | 0.01% | 0.01% | 42 | +48 | 1.17% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,839 | 639 | 0.0% | 0.0% | 43 | -46 | -1.18% | Q4 2025 | Feb 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 3,752 | 625 | 0.02% | 0.01% | 44 | +611 | 19.45% | Q4 2025 | Feb 17, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 3,613 | 602 | 0.25% | 0.25% | 45 | -3 | -0.08% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,556 | 593 | 0.0% | — | 46 | +3,556 | New | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 3,477 | 579 | 0.01% | 0.01% | 47 | +968 | 38.58% | Q4 2025 | Feb 13, 2026 |
| Michels Family Financial, LLC | History | Added to | 3,401 | 566 | 0.42% | 0.42% | 48 | +33 | 0.98% | Q4 2025 | Feb 19, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 2,987 | 497 | 0.07% | — | 49 | +2,987 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,957 | 492 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,409 | 401 | 0.0% | 0.0% | 51 | +508 | 26.72% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 2,132 | 355 | 0.0% | 0.0% | 52 | -42 | -1.93% | Q4 2025 | Jan 29, 2026 |
| Sigma Planning Corp | History | Reduced | 2,014 | 335 | 0.01% | 0.01% | 53 | -4 | -0.2% | Q4 2025 | Jan 30, 2026 |
| Creekside Partners | History | No change | 1,762 | 293 | 0.12% | 0.13% | 54 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,602 | 267 | 0.0% | 0.0% | 55 | +344 | 27.34% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 1,571 | 262 | 0.0% | — | 56 | +1,571 | New | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 1,490 | 248 | 0.0% | 0.0% | 57 | -950 | -38.93% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,482 | 247 | 0.0% | 0.0% | 58 | +188 | 14.53% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,466 | 244 | 0.0% | 0.0% | 59 | +33 | 2.3% | Q4 2025 | Feb 18, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,461 | 243 | 0.02% | 0.02% | 60 | +15 | 1.04% | Q4 2025 | Jan 26, 2026 |
| AlphaCore Capital LLC | History | New | 1,275 | 212 | 0.0% | — | 61 | +1,275 | New | Q4 2025 | Feb 05, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,085 | 180 | 0.0% | — | 62 | +1,085 | New | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | No change | 1,000 | 166 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 982 | 163 | 0.01% | 0.0% | 64 | +227 | 30.07% | Q4 2025 | Jan 13, 2026 |
| CWM, LLC | History | Added to | 762 | 127 | 0.0% | 0.0% | 65 | +113 | 17.41% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 630 | 105 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 614 | 102 | 0.06% | — | 67 | +614 | New | Q4 2025 | Feb 18, 2026 |
| OBSIDIAN CIO, LLC | History | New | 1,726 | 98 | 0.15% | — | 68 | +1,726 | New | Q4 2025 | Feb 18, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 522 | 87 | 0.0% | — | 69 | +522 | New | Q4 2025 | Jan 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 477 | 79 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 430 | 71 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 380 | 63 | 0.0% | 0.0% | 72 | +65 | 20.63% | Q4 2025 | Feb 17, 2026 |
| WEBSTER BANK, N. A. | History | No change | 380 | 63 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | No change | 350 | 58 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BlackRock, Inc. | History | No change | 272 | 45 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Advisors Preferred, LLC | History | Reduced | 215 | 36 | 0.01% | 0.01% | 76 | -184 | -46.12% | Q4 2025 | Feb 02, 2026 |
| Larson Financial Group LLC | History | Reduced | 149 | 24 | 0.0% | 0.0% | 77 | -5 | -3.25% | Q4 2025 | Feb 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 103 | 17 | 0.0% | 0.0% | 78 | -310 | -75.06% | Q4 2025 | Feb 12, 2026 |
| Arlington Trust Co LLC | History | No change | 100 | 16 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 84 | 14 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 48 | 8 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 50 | 8 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| DecisionPoint Financial, LLC | History | New | 34 | 5 | 0.0% | — | 85 | +34 | New | Q4 2025 | Jan 29, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 30 | 5 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Archer Investment Corp | History | No change | 30 | 5 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| RMG Wealth Management LLC | History | New | 27 | 2 | 0.0% | — | 86 | +27 | New | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | New | 10 | 1 | 0.0% | — | 87 | +10 | New | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,677 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,156 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -5,601 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -320 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -186 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |