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 | 250,190 | 42,419 | 0.01% | 0.01% | 1 | +18,212 | 7.85% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 176,876 | 29,989 | 0.0% | 0.0% | 2 | +39,043 | 28.33% | Q1 2026 | May 15, 2026 |
| Members Advisory Group LLC | History | Added to | 124,976 | 21,190 | 7.27% | 7.53% | 3 | +5,105 | 4.26% | Q1 2026 | May 05, 2026 |
| Systelligence, LLC | History | Reduced | 94,596 | 16,038 | 3.12% | 6.39% | 4 | -106,753 | -53.02% | Q1 2026 | Apr 21, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 84,562 | 14,337 | 0.62% | 0.55% | 5 | +4,916 | 6.17% | Q1 2026 | May 14, 2026 |
| HUB Investment Partners, LLC | History | New | 79,433 | 13,467 | 0.32% | — | 6 | +79,433 | New | Q1 2026 | May 15, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 76,074 | 12,898 | 1.79% | 1.67% | 7 | +808 | 1.07% | Q1 2026 | May 04, 2026 |
| INTACT INVESTMENT MANAGEMENT INC. | History | No change | 73,266 | 12,422 | 0.35% | 0.35% | 8 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 70,882 | 12,017 | 0.01% | 0.01% | 9 | +11,680 | 19.73% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 61,626 | 10,449 | 0.03% | 0.01% | 10 | +36,290 | 143.23% | Q1 2026 | Apr 30, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 47,654 | 8,079 | 0.87% | 0.77% | 11 | +3,992 | 9.14% | Q1 2026 | Apr 22, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 39,855 | 6,643 | 0.5% | 0.5% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 40,050 | 6,615 | 0.0% | 0.0% | 13 | +12,621 | 46.01% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 38,566 | 6,538 | 0.1% | 0.1% | 14 | +2,286 | 6.3% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 27,331 | 4,633 | 0.0% | 0.0% | 15 | +201 | 0.74% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 26,692 | 4,526 | 0.01% | 0.01% | 16 | +204 | 0.77% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 24,637 | 4,177 | 0.0% | — | 17 | +24,637 | New | Q1 2026 | May 12, 2026 |
| Fortis Advisors, LLC | History | New | 23,798 | 4,034 | 2.02% | — | 18 | +23,798 | New | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 23,055 | 3,908 | 0.0% | 0.0% | 19 | -8,986 | -28.05% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 22,947 | 3,890 | 0.0% | 0.0% | 20 | +6,938 | 43.34% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 22,341 | 3,787 | 0.13% | 0.12% | 21 | +2,098 | 10.36% | Q1 2026 | May 06, 2026 |
| Roundview Capital LLC | History | Reduced | 19,266 | 3,266 | 0.2% | 0.2% | 22 | -17 | -0.09% | Q1 2026 | May 08, 2026 |
| Gotham Asset Management, LLC | History | No change | 17,172 | 2,911 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 16,994 | 2,881 | 0.52% | 0.61% | 24 | +3,436 | 25.34% | Q1 2026 | May 01, 2026 |
| NWAM LLC | History | Added to | 15,413 | 2,613 | 0.15% | 0.15% | 25 | +299 | 1.98% | Q1 2026 | May 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 15,228 | 2,581 | 0.19% | 0.17% | 26 | -94 | -0.61% | Q1 2026 | Apr 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 14,996 | 2,542 | 0.0% | 0.0% | 27 | -587 | -3.77% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 14,581 | 2,472 | 0.0% | 0.0% | 28 | +935 | 6.85% | Q1 2026 | May 05, 2026 |
| Asset Management Group, Inc. | History | Added to | 12,816 | 2,172 | 0.35% | 0.34% | 29 | +36 | 0.28% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 12,745 | 2,160 | 0.0% | 0.0% | 30 | +1,992 | 18.53% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 11,760 | 1,960 | 0.01% | 0.01% | 31 | +3,098 | 35.77% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 11,157 | 1,891 | 0.1% | 0.1% | 32 | -289 | -2.52% | Q1 2026 | Apr 17, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 10,221 | 1,732 | 0.41% | 0.41% | 33 | -100 | -0.97% | Q1 2026 | Apr 28, 2026 |
| CITADEL ADVISORS LLC | History | New | 8,876 | 1,504 | 0.0% | — | 34 | +8,876 | New | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 7,441 | 1,240 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 7,216 | 1,223 | 0.04% | 0.08% | 36 | -7,829 | -52.04% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 6,910 | 1,171 | 0.04% | 0.03% | 37 | +495 | 7.72% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 6,460 | 1,095 | 0.0% | — | 38 | +6,460 | New | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 6,389 | 1,083 | 0.06% | 0.05% | 39 | +1,373 | 27.37% | Q1 2026 | May 12, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 4,883 | 827 | 0.04% | 0.04% | 40 | -868 | -15.09% | Q1 2026 | Apr 28, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 4,867 | 825 | 0.39% | 0.38% | 41 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,454 | 755 | 0.0% | 0.0% | 42 | +898 | 25.25% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 4,447 | 754 | 0.04% | 0.05% | 43 | -1,097 | -19.79% | Q1 2026 | Apr 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 4,370 | 740 | 0.01% | 0.01% | 44 | +893 | 25.68% | Q1 2026 | May 18, 2026 |
| IHT Wealth Management, LLC | History | Added to | 4,244 | 719 | 0.02% | 0.02% | 45 | +492 | 13.11% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 4,169 | 706 | 0.01% | 0.01% | 46 | -444 | -9.62% | Q1 2026 | Apr 28, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 4,054 | 693 | 0.01% | 0.01% | 47 | -92 | -2.22% | Q1 2026 | May 14, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 3,847 | 652 | 0.1% | 0.07% | 48 | +860 | 28.79% | Q1 2026 | Apr 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 3,747 | 635 | 0.01% | — | 49 | +3,747 | New | Q1 2026 | May 11, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 3,613 | 612 | 0.27% | 0.25% | 50 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,456 | 585 | 0.0% | 0.0% | 51 | -383 | -9.98% | Q1 2026 | Apr 27, 2026 |
| Michels Family Financial, LLC | History | Reduced | 3,384 | 573 | 0.41% | 0.42% | 52 | -17 | -0.5% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,957 | 501 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,915 | 494 | 0.0% | 0.0% | 54 | +506 | 21.0% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | New | 2,723 | 461 | 0.0% | — | 55 | +2,723 | New | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,659 | 454 | 0.0% | 0.0% | 56 | -15,901 | -85.67% | Q1 2026 | Apr 08, 2026 |
| McMill Wealth Management | History | New | 7,054 | 399 | 0.11% | — | 57 | +7,054 | New | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 2,109 | 357 | 0.0% | 0.0% | 58 | +627 | 42.31% | Q1 2026 | Apr 30, 2026 |
| COMERICA BANK | History | No change | 2,132 | 355 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sigma Planning Corp | History | Reduced | 1,957 | 331 | 0.01% | 0.01% | 60 | -57 | -2.83% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | New | 1,856 | 314 | 0.0% | — | 61 | +1,856 | New | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,791 | 303 | 0.0% | 0.0% | 62 | +189 | 11.8% | Q1 2026 | May 04, 2026 |
| Creekside Partners | History | No change | 1,762 | 298 | 0.12% | 0.12% | 63 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,604 | 271 | 0.0% | — | 64 | +1,604 | New | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,595 | 270 | 0.0% | 0.0% | 65 | +105 | 7.05% | Q1 2026 | May 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 1,592 | 270 | 0.0% | 0.0% | 66 | +21 | 1.34% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,465 | 248 | 0.02% | 0.02% | 67 | +4 | 0.27% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,421 | 240 | 0.0% | 0.0% | 68 | -45 | -3.07% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 1,271 | 215 | 0.0% | — | 69 | +1,271 | New | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,252 | 214 | 0.0% | — | 70 | +1,252 | New | Q1 2026 | Apr 07, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,085 | 180 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | No change | 1,000 | 169 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CoreCap Advisors, LLC | History | No change | 982 | 166 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Reduced | 689 | 116 | 0.0% | 0.0% | 74 | -73 | -9.58% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 630 | 106 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 1,730 | 97 | 0.09% | 0.15% | 76 | +4 | 0.23% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 536 | 90 | 0.0% | 0.0% | 77 | +156 | 41.05% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 477 | 80 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisors Preferred, LLC | History | Added to | 430 | 72 | 0.01% | 0.01% | 80 | +215 | 100.0% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 430 | 72 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 380 | 64 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AE Wealth Management LLC | History | No change | 350 | 59 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 145 | 24 | 0.0% | 0.0% | 83 | -4 | -2.68% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 103 | 17 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 100 | 16 | 0.01% | — | 86 | +100 | New | Q1 2026 | May 12, 2026 |
| Arlington Trust Co LLC | History | No change | 100 | 16 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 84 | 14 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Main Street Group, LTD | History | New | 70 | 11 | 0.0% | — | 88 | +70 | New | Q1 2026 | May 06, 2026 |
| VANGUARD ADVISERS INC | History | New | 56 | 9 | 0.0% | — | 89 | +56 | New | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 48 | 8 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 50 | 8 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 30 | 5 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Archer Investment Corp | History | No change | 30 | 5 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 23 | 3 | 0.0% | — | 94 | +23 | New | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | New | 20 | 3 | 0.0% | — | 95 | +20 | New | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | New | 2,816 | 2 | 0.0% | — | 97 | +2,816 | New | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 16 | 2 | 0.0% | — | 96 | +16 | New | Q1 2026 | Apr 30, 2026 |
| Western Wealth Management, LLC | History | New | 12 | 2 | 0.0% | — | 98 | +12 | New | Q1 2026 | May 19, 2026 |
| Advisory Services Network, LLC | History | New | 10 | 1 | 0.0% | — | 100 | +10 | New | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 9 | 1 | 0.0% | — | 101 | +9 | New | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,435 | -100.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,355 | -100.0% | Q1 2026 | Apr 22, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,275 | -100.0% | Q1 2026 | May 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -614 | -100.0% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -522 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -272 | -100.0% | Q1 2026 | May 13, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | May 06, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q1 2026 | May 14, 2026 |