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 | 1,339,979 | 34,115 | 0.01% | 0.01% | 1 | +108,657 | 8.82% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 602,772 | 15,346 | 0.0% | 0.0% | 2 | +42,540 | 7.59% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 563,937 | 14,357 | 0.05% | 0.05% | 3 | +44,694 | 8.61% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Reduced | 539,558 | 13,737 | 0.03% | 0.03% | 4 | -6,425 | -1.18% | Q4 2025 | Jan 23, 2026 |
| Austin Private Wealth, LLC | History | Added to | 332,887 | 8,475 | 0.63% | 0.58% | 5 | +29,162 | 9.6% | Q4 2025 | Jan 20, 2026 |
| Aspire Private Capital, LLC | History | Added to | 219,229 | 5,581 | 1.24% | 1.15% | 6 | +6,196 | 2.91% | Q4 2025 | Jan 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 136,051 | 3,464 | 0.03% | 0.02% | 7 | +12,855 | 10.43% | Q4 2025 | Jan 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 118,289 | 3,011 | 0.01% | 0.01% | 8 | -502 | -0.42% | Q4 2025 | Feb 18, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 112,554 | 2,865 | 0.86% | 0.9% | 9 | +56,513 | 100.84% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 108,947 | 2,774 | 0.01% | 0.01% | 10 | +4,519 | 4.33% | Q4 2025 | Feb 05, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 92,897 | 2,365 | 0.89% | 0.9% | 11 | +1,558 | 1.71% | Q4 2025 | Feb 13, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 88,499 | 2,253 | 0.82% | 0.81% | 12 | +3,374 | 3.96% | Q4 2025 | Jan 21, 2026 |
| Cetera Investment Advisers | History | Added to | 75,643 | 1,925 | 0.0% | 0.0% | 13 | +10,618 | 16.33% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 72,946 | 1,857 | 0.0% | 0.0% | 14 | +6,236 | 9.35% | Q4 2025 | Feb 06, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 72,511 | 1,846 | 0.53% | 0.45% | 15 | +12,509 | 20.85% | Q4 2025 | Feb 09, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 72,250 | 1,839 | 0.23% | 0.29% | 16 | -17,122 | -19.16% | Q4 2025 | Jan 13, 2026 |
| Hobart Private Capital, LLC | History | Added to | 62,462 | 1,590 | 0.31% | 0.33% | 17 | +487 | 0.79% | Q4 2025 | Jan 27, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 52,363 | 1,333 | 0.11% | 0.12% | 18 | +933 | 1.81% | Q4 2025 | Jan 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 44,772 | 1,139 | 0.07% | 0.06% | 19 | +4,249 | 10.49% | Q4 2025 | Jan 30, 2026 |
| AE Wealth Management LLC | History | Added to | 41,664 | 1,060 | 0.01% | 0.01% | 20 | +1,631 | 4.07% | Q4 2025 | Jan 26, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 40,071 | 1,020 | 0.19% | 0.19% | 21 | -118 | -0.29% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 37,945 | 966 | 0.02% | 0.02% | 22 | +1,911 | 5.3% | Q4 2025 | Feb 09, 2026 |
| RFG Advisory, LLC | History | Reduced | 36,449 | 927 | 0.02% | 0.02% | 23 | -480 | -1.3% | Q4 2025 | Feb 03, 2026 |
| VICUS CAPITAL | History | Reduced | 35,909 | 914 | 0.07% | 0.07% | 24 | -773 | -2.11% | Q4 2025 | Jan 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 34,837 | 886 | 0.01% | 0.01% | 25 | +2,181 | 6.68% | Q4 2025 | Feb 12, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 33,071 | 841 | 1.88% | 1.86% | 26 | +840 | 2.61% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 31,505 | 802 | 0.0% | 0.0% | 27 | +19,250 | 157.08% | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 31,352 | 798 | 0.0% | 0.0% | 28 | +6,440 | 25.85% | Q4 2025 | Jan 29, 2026 |
| KWB Wealth | History | Added to | 28,507 | 725 | 0.07% | 0.04% | 29 | +15,498 | 119.13% | Q4 2025 | Jan 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 28,279 | 719 | 0.0% | 0.01% | 30 | -395,677 | -93.33% | Q4 2025 | Feb 17, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 27,726 | 705 | 0.05% | 0.03% | 31 | +14,397 | 108.01% | Q4 2025 | Feb 02, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 27,070 | 689 | 0.01% | 0.02% | 32 | -8,290 | -23.44% | Q4 2025 | Feb 19, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 26,269 | 668 | 0.21% | 0.22% | 33 | +291 | 1.12% | Q4 2025 | Feb 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 26,000 | 661 | 0.0% | 0.0% | 34 | +13,638 | 110.32% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 25,423 | 647 | 0.02% | 0.02% | 35 | +974 | 3.98% | Q4 2025 | Feb 13, 2026 |
| WealthPoint Financial, LLC | History | New | 25,352 | 645 | 0.56% | — | 36 | +25,352 | New | Q4 2025 | Feb 19, 2026 |
| Legacy Wealth Partners, LLC | History | New | 22,834 | 581 | 0.15% | — | 37 | +22,834 | New | Q4 2025 | Feb 17, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 21,966 | 559 | 0.35% | 0.33% | 38 | +1,229 | 5.93% | Q4 2025 | Jan 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 20,589 | 524 | 0.03% | 0.03% | 39 | +1,514 | 7.94% | Q4 2025 | Feb 06, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 20,257 | 515 | 0.01% | — | 40 | +20,257 | New | Q4 2025 | Jan 29, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 18,024 | 458 | 0.88% | 0.55% | 41 | +791 | 4.59% | Q4 2025 | Jan 21, 2026 |
| Balboa Wealth Partners | History | Added to | 17,849 | 454 | 0.08% | 0.08% | 42 | +79 | 0.44% | Q4 2025 | Jan 16, 2026 |
| Merit Financial Group, LLC | History | Reduced | 14,434 | 367 | 0.0% | 0.01% | 43 | -21,479 | -59.81% | Q4 2025 | Jan 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 14,364 | 365 | 0.0% | 0.0% | 44 | +3,829 | 36.35% | Q4 2025 | Feb 17, 2026 |
| Ascent Group, LLC | History | Reduced | 12,278 | 312 | 0.01% | 0.01% | 45 | -446 | -3.51% | Q4 2025 | Jan 20, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 11,958 | 305 | 0.1% | 0.2% | 46 | -776 | -6.09% | Q4 2025 | Jan 22, 2026 |
| Balefire, LLC | History | Added to | 11,899 | 302 | 0.06% | 0.06% | 47 | +11 | 0.09% | Q4 2025 | Jan 12, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 11,724 | 298 | 0.02% | 0.02% | 48 | -96 | -0.81% | Q4 2025 | Feb 13, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 10,804 | 275 | 0.06% | 0.07% | 49 | +14 | 0.13% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 10,575 | 269 | 0.0% | 0.0% | 50 | +6,651 | 169.5% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | New | 10,513 | 267 | 0.0% | — | 51 | +10,513 | New | Q4 2025 | Feb 05, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 10,250 | 260 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 10,097 | 257 | 0.09% | 0.1% | 53 | -16 | -0.16% | Q4 2025 | Jan 26, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 10,057 | 256 | 0.04% | 0.04% | 54 | +229 | 2.33% | Q4 2025 | Feb 04, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 10,017 | 255 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 9,034 | 230 | 0.0% | — | 56 | +9,034 | New | Q4 2025 | Feb 13, 2026 |
| Global Financial Private Client, LLC | History | Added to | 8,651 | 220 | 0.08% | 0.08% | 58 | +64 | 0.75% | Q4 2025 | Jan 27, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 8,673 | 220 | 0.03% | 0.03% | 57 | -8 | -0.09% | Q4 2025 | Feb 13, 2026 |
| GeoWealth Management, LLC | History | Reduced | 8,179 | 208 | 0.01% | 0.01% | 59 | -333 | -3.91% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | New | 7,929 | 201 | 0.01% | — | 60 | +7,929 | New | Q4 2025 | Jan 21, 2026 |
| Breakwater Investment Management | History | New | 4,516 | 114 | 0.04% | — | 61 | +4,516 | New | Q4 2025 | Feb 02, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 4,375 | 111 | 0.0% | 0.01% | 62 | +370 | 9.24% | Q4 2025 | Feb 13, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 3,034 | 77 | 0.03% | 0.03% | 63 | -266 | -8.06% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 2,644 | 67 | 0.0% | 0.0% | 64 | +1,673 | 172.3% | Q4 2025 | Jan 26, 2026 |
| Triumph Capital Management | History | New | 2,030 | 51 | 0.01% | — | 65 | +2,030 | New | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,061 | 27 | 0.0% | — | 66 | +1,061 | New | Q4 2025 | Jan 21, 2026 |
| AdvisorNet Financial, Inc | History | No change | 729 | 18 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 660 | 16 | 0.0% | 0.0% | 68 | +76 | 13.01% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 564 | 14 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 462 | 11 | 0.01% | 0.01% | 70 | -381 | -45.2% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 384 | 9 | 0.0% | 0.0% | 71 | -7 | -1.79% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Added to | 306 | 7 | 0.0% | 0.0% | 72 | +6 | 2.0% | Q4 2025 | Jan 29, 2026 |
| Capital Analysts, LLC | History | No change | 263 | 7 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 259 | 6 | 0.01% | — | 77 | +259 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 245 | 6 | 0.0% | — | 74 | +245 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 240 | 6 | 0.0% | 0.0% | 75 | -73 | -23.32% | Q4 2025 | Jan 29, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 258 | 6 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 225 | 5 | 0.0% | — | 78 | +225 | New | Q4 2025 | Feb 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 188 | 4 | 0.0% | 0.0% | 79 | -9 | -4.57% | Q4 2025 | Feb 11, 2026 |
| Kingdom Financial Group LLC. | History | New | 147 | 3 | 0.0% | — | 81 | +147 | New | Q4 2025 | Feb 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 135 | 3 | 0.0% | — | 82 | +96 | 246.15% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | No change | 123 | 3 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cape Investment Advisory, Inc. | History | New | 110 | 2 | 0.0% | — | 87 | +110 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | New | 84 | 2 | 0.0% | — | 85 | +84 | New | Q4 2025 | Jan 13, 2026 |
| FMR LLC | History | Added to | 93 | 2 | 0.0% | — | 83 | +59 | 173.53% | Q4 2025 | Feb 17, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 112 | 2 | 0.0% | 0.0% | 88 | +47 | 72.31% | Q4 2025 | Jan 29, 2026 |
| Covestor Ltd | History | Added to | 63 | 2 | 0.0% | 0.0% | 86 | +35 | 125.0% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 98 | 2 | 0.0% | 0.0% | 84 | +1 | 1.03% | Q4 2025 | Feb 13, 2026 |
| REAP Financial Group, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rossby Financial, LCC | History | Reduced | 52 | 1 | 0.0% | 0.0% | 90 | -9 | -14.75% | Q4 2025 | Feb 12, 2026 |
| Strategic Investment Advisors / MI | History | Closed out | 0 | 0 | — | 0.01% | — | -32,309 | -100.0% | Q3 2025 | Dec 17, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,245 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,563 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,203 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -891 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -570 | -100.0% | Q3 2025 | Nov 13, 2025 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Key Capital Management, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 26, 2026 |