SPDR SERIES TRUST - EMHC
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 | 1,615,514 | 41,098 | 0.01% | 0.01% | 1 | +157,301 | 10.79% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 875,434 | 22,271 | 0.01% | 0.01% | 2 | +112,203 | 14.7% | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 785,292 | 19,977 | 0.1% | 0.09% | 3 | +112,977 | 16.8% | Q2 2026 | Sep 23, 2026 |
| ASSETMARK, INC | History | Added to | 558,691 | 14,213 | 0.02% | 0.03% | 4 | +16,631 | 3.07% | Q2 2026 | Jul 30, 2026 |
| Cerity Partners LLC | History | Added to | 399,034 | 10,151 | 0.01% | 0.01% | 5 | +37,223 | 10.29% | Q2 2026 | Aug 14, 2026 |
| Aspire Private Capital, LLC | History | Added to | 236,635 | 6,020 | 1.24% | 1.27% | 6 | +8,995 | 3.95% | Q2 2026 | Jul 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 157,438 | 4,005 | 0.03% | 0.03% | 7 | +8,509 | 5.71% | Q2 2026 | Jul 20, 2026 |
| JANE STREET GROUP, LLC | History | New | 135,611 | 3,449 | 0.0% | — | 8 | +135,611 | New | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 129,504 | 3,294 | 0.01% | 0.01% | 9 | +7,464 | 6.12% | Q2 2026 | Aug 12, 2026 |
| Breakwater Investment Management | History | Added to | 121,718 | 3,096 | 1.05% | 0.66% | 10 | +49,949 | 69.6% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 121,627 | 3,094 | 0.01% | 0.01% | 11 | +2,073 | 1.73% | Q2 2026 | Jul 27, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 103,338 | 2,628 | 0.84% | 0.83% | 12 | +6,712 | 6.95% | Q2 2026 | Jul 21, 2026 |
| Capital Investment Management, Inc. | History | Added to | 100,689 | 2,561 | 0.78% | 0.82% | 13 | +3,931 | 4.06% | Q2 2026 | Jul 15, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 100,315 | 2,552 | 0.84% | 0.88% | 14 | +5,944 | 6.3% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Added to | 94,644 | 2,407 | 0.0% | 0.0% | 15 | +3,697 | 4.07% | Q2 2026 | Aug 12, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 91,684 | 2,332 | 0.58% | 0.54% | 16 | +12,678 | 16.05% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | Added to | 85,940 | 2,186 | 0.0% | 0.0% | 17 | +7,951 | 10.2% | Q2 2026 | Aug 05, 2026 |
| KWB Wealth | History | Added to | 76,244 | 1,939 | 0.17% | 0.07% | 18 | +48,102 | 170.93% | Q2 2026 | Jul 10, 2026 |
| Hibernia Wealth Partners, LLC | History | Reduced | 66,761 | 1,698 | 0.92% | 0.87% | 19 | -51,259 | -43.43% | Q2 2026 | Jul 23, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 62,177 | 1,581 | 0.08% | 0.09% | 20 | +7,062 | 12.81% | Q2 2026 | Aug 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 61,850 | 1,573 | 0.02% | 0.01% | 21 | +37,136 | 150.26% | Q2 2026 | Aug 04, 2026 |
| Simplicity Wealth,LLC | History | Added to | 58,049 | 1,476 | 0.05% | 0.08% | 22 | +391 | 0.68% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 53,921 | 1,371 | 0.02% | 0.02% | 23 | +7,570 | 16.33% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 53,097 | 1,350 | 0.0% | 0.0% | 24 | +16,897 | 46.68% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | Added to | 50,354 | 1,280 | 0.01% | 0.01% | 25 | +3,574 | 7.64% | Q2 2026 | Aug 03, 2026 |
| VICUS CAPITAL | History | Added to | 45,621 | 1,160 | 0.07% | 0.07% | 26 | +6,493 | 16.59% | Q2 2026 | Aug 05, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 42,882 | 1,090 | 0.19% | 0.2% | 27 | +1,300 | 3.13% | Q2 2026 | Jul 22, 2026 |
| VISIONARY HORIZONS, LLC | History | New | 42,084 | 1,070 | 0.45% | — | 28 | +42,084 | New | Q2 2026 | Jul 16, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 40,905 | 1,040 | 0.01% | 0.01% | 29 | +3,309 | 8.8% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Added to | 37,269 | 948 | 0.01% | 0.02% | 30 | +271 | 0.73% | Q2 2026 | Jul 15, 2026 |
| WealthPoint Financial, LLC | History | Added to | 36,257 | 922 | 0.67% | 0.67% | 31 | +3,916 | 12.11% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 36,101 | 918 | 0.0% | 0.0% | 32 | +1,236 | 3.55% | Q2 2026 | Aug 13, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 34,477 | 877 | 1.83% | 1.86% | 33 | +938 | 2.8% | Q2 2026 | Jul 27, 2026 |
| Midwest Financial Network, LLC | History | Added to | 34,023 | 865 | 0.59% | 0.5% | 34 | +8,550 | 33.56% | Q2 2026 | Jul 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 33,188 | 844 | 0.0% | 0.0% | 35 | +740 | 2.28% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 31,209 | 793 | 0.0% | 0.0% | 36 | +2,743 | 9.64% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 26,811 | 682 | 0.02% | 0.01% | 37 | +15,524 | 137.54% | Q2 2026 | Aug 14, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 26,276 | 668 | 0.08% | 0.19% | 38 | -29,306 | -52.73% | Q2 2026 | Jul 09, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 25,969 | 660 | 0.19% | 0.21% | 39 | -474 | -1.79% | Q2 2026 | Aug 12, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 25,833 | 657 | 1.0% | 0.92% | 40 | +5,154 | 24.92% | Q2 2026 | Jul 16, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 25,148 | 639 | 0.33% | 0.36% | 41 | +1,307 | 5.48% | Q2 2026 | Aug 07, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 25,122 | 639 | 0.14% | 0.15% | 42 | +669 | 2.74% | Q2 2026 | Jul 22, 2026 |
| Ethic Inc. | History | New | 24,839 | 631 | 0.01% | — | 43 | +24,839 | New | Q2 2026 | Jul 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 24,520 | 623 | 0.01% | 0.02% | 44 | -4,188 | -14.59% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 23,563 | 599 | 0.01% | 0.01% | 45 | +2,441 | 11.56% | Q2 2026 | Jul 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 22,692 | 577 | 0.03% | 0.03% | 46 | +1,762 | 8.42% | Q2 2026 | Jul 28, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 22,479 | 572 | 0.0% | — | 47 | +22,479 | New | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 19,933 | 507 | 0.01% | 0.02% | 48 | -9,240 | -31.67% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 16,978 | 431 | 0.0% | 0.0% | 49 | +710 | 4.36% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 16,008 | 407 | 0.01% | 0.01% | 50 | +7,780 | 94.56% | Q2 2026 | Jul 31, 2026 |
| Atria Investments, Inc | History | Added to | 15,225 | 387 | 0.0% | 0.0% | 51 | +1,949 | 14.68% | Q2 2026 | Jul 28, 2026 |
| BlueChip Wealth Advisors LLC | History | New | 14,759 | 375 | 0.14% | — | 52 | +14,759 | New | Q2 2026 | Jul 30, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 14,466 | 368 | 0.02% | 0.02% | 53 | +2,560 | 21.5% | Q2 2026 | Aug 12, 2026 |
| Balefire, LLC | History | Added to | 13,579 | 345 | 0.06% | 0.06% | 54 | +154 | 1.15% | Q2 2026 | Jul 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 13,358 | 339 | 0.0% | 0.0% | 55 | -7,512 | -35.99% | Q2 2026 | Jul 28, 2026 |
| PCB Capital LLC | History | Added to | 13,088 | 332 | 0.4% | 0.34% | 56 | +4,322 | 49.3% | Q2 2026 | Jul 20, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 12,765 | 324 | 0.02% | 0.02% | 57 | +1,438 | 12.7% | Q2 2026 | Jul 30, 2026 |
| Ascent Group, LLC | History | Added to | 12,030 | 306 | 0.01% | 0.01% | 58 | +81 | 0.68% | Q2 2026 | Aug 03, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 11,386 | 289 | 0.06% | 0.07% | 59 | +501 | 4.6% | Q2 2026 | Aug 03, 2026 |
| Sowell Financial Services LLC | History | Added to | 10,924 | 277 | 0.01% | 0.01% | 60 | +1,149 | 11.75% | Q2 2026 | Jul 17, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 10,684 | 271 | 0.15% | 0.16% | 61 | +191 | 1.82% | Q2 2026 | Aug 10, 2026 |
| Balboa Wealth Partners | History | Reduced | 10,530 | 267 | 0.04% | 0.08% | 62 | -7,695 | -42.22% | Q2 2026 | Aug 10, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 10,295 | 261 | 0.03% | 0.03% | 63 | +145 | 1.43% | Q2 2026 | Aug 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 10,250 | 260 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Financial Private Client, LLC | History | Added to | 9,395 | 239 | 0.06% | 0.07% | 65 | +537 | 6.06% | Q2 2026 | Jul 20, 2026 |
| GeoWealth Management, LLC | History | Added to | 8,614 | 219 | 0.01% | 0.01% | 66 | +541 | 6.7% | Q2 2026 | Jul 30, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 8,444 | 214 | 0.02% | 0.03% | 67 | -166 | -1.93% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | New | 8,256 | 210 | 0.03% | — | 68 | +8,256 | New | Q2 2026 | Aug 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 6,053 | 154 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 5,282 | 134 | 0.0% | 0.0% | 70 | +3,388 | 178.88% | Q2 2026 | Aug 06, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 4,599 | 117 | 0.01% | 0.01% | 71 | -668 | -12.68% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | New | 4,165 | 105 | 0.0% | — | 72 | +4,165 | New | Q2 2026 | Jul 20, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 3,274 | 83 | 0.03% | 0.03% | 73 | +195 | 6.33% | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 2,887 | 71 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 2,385 | 60 | 0.03% | 0.03% | 75 | +105 | 4.61% | Q2 2026 | Aug 26, 2026 |
| Triumph Capital Management | History | Added to | 2,227 | 56 | 0.01% | 0.01% | 76 | +68 | 3.15% | Q2 2026 | Jul 20, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 1,148 | 29 | 0.01% | 0.0% | 77 | +614 | 114.98% | Q2 2026 | Sep 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,123 | 28 | 0.0% | 0.0% | 78 | +95 | 9.24% | Q2 2026 | Jul 17, 2026 |
| Buck Wealth Strategies, LLC | History | New | 723 | 18 | 0.0% | — | 80 | +723 | New | Q2 2026 | Jul 30, 2026 |
| AdvisorNet Financial, Inc | History | No change | 729 | 18 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 661 | 16 | 0.0% | — | 81 | +661 | New | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 550 | 14 | 0.0% | 0.0% | 82 | +400 | 266.67% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 397 | 10 | 0.0% | — | 84 | +397 | New | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 406 | 10 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 312 | 7 | 0.0% | 0.0% | 85 | -2 | -0.64% | Q2 2026 | Aug 05, 2026 |
| Capital Analysts, LLC | History | Added to | 265 | 7 | 0.0% | 0.0% | 86 | +2 | 0.76% | Q2 2026 | Aug 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 258 | 6 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Reduced | 198 | 5 | 0.0% | 0.0% | 88 | -29 | -12.78% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 169 | 4 | 0.0% | 0.0% | 89 | +72 | 74.23% | Q2 2026 | Aug 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 162 | 4 | 0.0% | 0.0% | 90 | +14 | 9.46% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | New | 120 | 3 | 0.0% | — | 93 | +120 | New | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Added to | 132 | 3 | 0.0% | 0.0% | 91 | +8 | 6.45% | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 150 | 3 | 0.0% | 0.0% | 92 | +2 | 1.35% | Q2 2026 | Aug 07, 2026 |
| Cape Investment Advisory, Inc. | History | New | 111 | 2 | 0.0% | — | 98 | +111 | New | Q2 2026 | Jul 23, 2026 |
| Continuum Advisory, LLC | History | New | 89 | 2 | 0.0% | — | 97 | +89 | New | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 87 | 2 | 0.0% | 0.0% | 94 | -71 | -44.94% | Q2 2026 | Aug 12, 2026 |
| REAP Financial Group, LLC | History | Added to | 111 | 2 | 0.0% | 0.0% | 96 | +11 | 11.0% | Q2 2026 | Aug 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 115 | 2 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 59 | 1 | 0.0% | 0.0% | 99 | -129 | -68.62% | Q2 2026 | Aug 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 74 | 1 | 0.0% | 0.0% | 101 | -43 | -36.75% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Rossby Financial, LCC | History | No change | 52 | 1 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Strategic Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 2.21% | — | -30,259 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,844 | -100.0% | Q2 2026 | Sep 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,461 | -100.0% | Q2 2026 | Aug 14, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -9,778 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,331 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -624 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -225 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Meramec Financial Planners, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q2 2026 | Jul 28, 2026 |
| Key Capital Management, INC | History | Added to | 9 | 0 | — | — | — | +1 | 12.5% | Q2 2026 | Jul 27, 2026 |