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 | 1,458,213 | 36,163 | 0.01% | 0.01% | 1 | +118,234 | 8.82% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 763,231 | 18,928 | 0.01% | 0.0% | 2 | +160,459 | 26.62% | Q1 2026 | May 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 672,315 | 16,673 | 0.09% | 0.05% | 3 | +108,378 | 19.22% | Q1 2026 | Apr 29, 2026 |
| ASSETMARK, INC | History | Added to | 542,060 | 13,443 | 0.03% | 0.03% | 4 | +2,502 | 0.46% | Q1 2026 | May 06, 2026 |
| Cerity Partners LLC | History | New | 361,811 | 8,972 | 0.01% | — | 5 | +361,811 | New | Q1 2026 | May 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 332,887 | 8,475 | 0.63% | 0.63% | 6 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Aspire Private Capital, LLC | History | Added to | 227,640 | 5,645 | 1.27% | 1.24% | 7 | +8,411 | 3.84% | Q1 2026 | Apr 22, 2026 |
| Strategic Financial Planning, Inc. | History | New | 30,259 | 3,776 | 2.21% | — | 8 | +30,259 | New | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 148,929 | 3,693 | 0.03% | 0.03% | 9 | +12,878 | 9.47% | Q1 2026 | Apr 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 119,554 | 2,965 | 0.01% | 0.01% | 10 | +10,607 | 9.74% | Q1 2026 | Apr 30, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 118,020 | 2,926 | 0.87% | 0.86% | 11 | +5,466 | 4.86% | Q1 2026 | May 04, 2026 |
| Capital Investment Management, Inc. | History | Added to | 96,758 | 2,399 | 0.82% | 0.8% | 12 | +7,416 | 8.3% | Q1 2026 | Apr 22, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 96,626 | 2,396 | 0.83% | 0.82% | 13 | +8,127 | 9.18% | Q1 2026 | Apr 28, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 94,371 | 2,340 | 0.88% | 0.89% | 14 | +1,474 | 1.59% | Q1 2026 | Apr 22, 2026 |
| Cetera Investment Advisers | History | Added to | 90,947 | 2,255 | 0.0% | 0.0% | 15 | +15,304 | 20.23% | Q1 2026 | May 13, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 79,006 | 1,959 | 0.54% | 0.53% | 16 | +6,495 | 8.96% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 77,989 | 1,934 | 0.0% | 0.0% | 17 | +5,043 | 6.91% | Q1 2026 | May 05, 2026 |
| Breakwater Investment Management | History | Added to | 71,769 | 1,779 | 0.66% | 0.04% | 18 | +67,253 | 1489.22% | Q1 2026 | May 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 57,658 | 1,429 | 0.08% | 0.07% | 19 | +12,886 | 28.78% | Q1 2026 | Apr 30, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 55,582 | 1,378 | 0.19% | 0.23% | 20 | -16,668 | -23.07% | Q1 2026 | Apr 08, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 55,115 | 1,366 | 0.09% | 0.11% | 21 | +2,752 | 5.26% | Q1 2026 | Apr 17, 2026 |
| AE Wealth Management LLC | History | Added to | 46,780 | 1,160 | 0.01% | 0.01% | 22 | +5,116 | 12.28% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 46,351 | 1,149 | 0.02% | 0.02% | 23 | +8,406 | 22.15% | Q1 2026 | May 15, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 41,582 | 1,031 | 0.2% | 0.19% | 24 | +1,511 | 3.77% | Q1 2026 | Apr 09, 2026 |
| VICUS CAPITAL | History | Added to | 39,128 | 970 | 0.07% | 0.07% | 25 | +3,219 | 8.96% | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 37,596 | 932 | 0.01% | 0.01% | 26 | +2,759 | 7.92% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Added to | 36,998 | 917 | 0.02% | 0.02% | 27 | +549 | 1.51% | Q1 2026 | Apr 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 36,200 | 897 | 0.0% | 0.0% | 28 | +10,200 | 39.23% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 34,865 | 864 | 0.0% | 0.0% | 29 | +3,513 | 11.21% | Q1 2026 | May 05, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 33,539 | 831 | 1.86% | 1.88% | 30 | +468 | 1.42% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 32,448 | 804 | 0.0% | 0.0% | 31 | +943 | 2.99% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 93,568 | 799 | 0.04% | 0.01% | 32 | -24,721 | -20.9% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 29,173 | 723 | 0.02% | 0.02% | 33 | +3,750 | 14.75% | Q1 2026 | May 15, 2026 |
| KWB Wealth | History | Reduced | 28,142 | 716 | 0.07% | 0.07% | 34 | -365 | -1.28% | Q1 2026 | Apr 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 28,708 | 711 | 0.02% | 0.01% | 35 | +1,638 | 6.05% | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 28,466 | 705 | 0.0% | 0.0% | 36 | +187 | 0.66% | Q1 2026 | May 15, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 26,443 | 655 | 0.21% | 0.21% | 37 | +174 | 0.66% | Q1 2026 | May 13, 2026 |
| WealthPoint Financial, LLC | History | No change | 25,352 | 645 | 0.56% | 0.56% | 38 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 24,714 | 612 | 0.01% | 0.0% | 39 | +14,139 | 133.7% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 24,453 | 606 | 0.15% | 0.15% | 40 | +1,619 | 7.09% | Q1 2026 | Apr 17, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 23,841 | 591 | 0.36% | 0.35% | 41 | +1,875 | 8.54% | Q1 2026 | Apr 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 21,122 | 523 | 0.01% | 0.01% | 42 | +865 | 4.27% | Q1 2026 | Apr 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 20,930 | 519 | 0.03% | 0.03% | 43 | +341 | 1.66% | Q1 2026 | Apr 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 20,870 | 517 | 0.0% | 0.0% | 44 | +11,836 | 131.02% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 20,844 | 516 | 0.0% | — | 45 | +20,844 | New | Q1 2026 | May 15, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 20,679 | 512 | 0.92% | 0.88% | 46 | +2,655 | 14.73% | Q1 2026 | Apr 14, 2026 |
| Balboa Wealth Partners | History | Added to | 18,225 | 451 | 0.08% | 0.08% | 47 | +376 | 2.11% | Q1 2026 | Apr 16, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 16,268 | 403 | 0.0% | 0.0% | 48 | +1,904 | 13.26% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 13,461 | 333 | 0.0% | — | 49 | +13,461 | New | Q1 2026 | May 15, 2026 |
| Balefire, LLC | History | Added to | 13,425 | 332 | 0.06% | 0.06% | 50 | +1,526 | 12.82% | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | Added to | 13,276 | 329 | 0.0% | 0.0% | 51 | +2,763 | 26.28% | Q1 2026 | May 05, 2026 |
| Ascent Group, LLC | History | Reduced | 11,949 | 296 | 0.01% | 0.01% | 52 | -329 | -2.68% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 11,906 | 295 | 0.02% | 0.02% | 53 | +182 | 1.55% | Q1 2026 | May 20, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 11,327 | 280 | 0.02% | 0.05% | 54 | -16,399 | -59.15% | Q1 2026 | Apr 15, 2026 |
| Western Wealth Management, LLC | History | New | 11,287 | 279 | 0.01% | — | 55 | +11,287 | New | Q1 2026 | May 19, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 10,885 | 269 | 0.07% | 0.06% | 56 | +81 | 0.75% | Q1 2026 | Apr 17, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 10,493 | 260 | 0.16% | 0.1% | 57 | -1,465 | -12.25% | Q1 2026 | May 01, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 10,250 | 254 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 10,150 | 251 | 0.03% | 0.04% | 59 | +93 | 0.92% | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 9,775 | 242 | 0.01% | 0.01% | 60 | +1,846 | 23.28% | Q1 2026 | Apr 20, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 9,778 | 242 | 0.08% | 0.09% | 61 | -319 | -3.16% | Q1 2026 | Apr 15, 2026 |
| Global Financial Private Client, LLC | History | Added to | 8,858 | 219 | 0.07% | 0.08% | 62 | +207 | 2.39% | Q1 2026 | Apr 20, 2026 |
| PCB Capital LLC | History | New | 8,766 | 217 | 0.34% | — | 63 | +8,766 | New | Q1 2026 | Apr 29, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 8,610 | 213 | 0.03% | 0.03% | 64 | -63 | -0.73% | Q1 2026 | May 04, 2026 |
| Belpointe Asset Management LLC | History | New | 8,228 | 204 | 0.01% | — | 65 | +8,228 | New | Q1 2026 | Apr 28, 2026 |
| GeoWealth Management, LLC | History | Reduced | 8,073 | 200 | 0.01% | 0.01% | 66 | -106 | -1.3% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 6,053 | 148 | 0.01% | 0.0% | 67 | +1,678 | 38.35% | Q1 2026 | May 15, 2026 |
| Strategic Investment Advisors / MI | History | New | 5,267 | 130 | 0.01% | — | 68 | +5,267 | New | Q1 2026 | May 18, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 3,079 | 76 | 0.03% | 0.03% | 69 | +45 | 1.48% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 2,887 | 71 | 0.0% | 0.0% | 70 | +243 | 9.19% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | Added to | 2,159 | 53 | 0.01% | 0.01% | 71 | +129 | 6.35% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | New | 1,894 | 46 | 0.0% | — | 72 | +1,894 | New | Q1 2026 | May 04, 2026 |
| Signature Equity Partners, LLC | History | New | 1,331 | 33 | 0.02% | — | 73 | +1,331 | New | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,028 | 25 | 0.0% | 0.0% | 74 | +368 | 55.76% | Q1 2026 | Apr 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 729 | 18 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | New | 624 | 15 | 0.0% | — | 76 | +624 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 564 | 14 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 534 | 13 | 0.0% | — | 78 | +534 | New | Q1 2026 | Apr 17, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 462 | 11 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 406 | 10 | 0.0% | 0.0% | 80 | +22 | 5.73% | Q1 2026 | Apr 30, 2026 |
| FIFTH THIRD BANCORP | History | New | 314 | 7 | 0.0% | — | 83 | +314 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 306 | 7 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Capital Analysts, LLC | History | No change | 263 | 7 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 258 | 6 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 227 | 5 | 0.0% | 0.0% | 85 | +134 | 144.09% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | No change | 225 | 5 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 150 | 4 | 0.0% | 0.0% | 87 | -95 | -38.78% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 188 | 4 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | New | 158 | 3 | 0.0% | — | 91 | +158 | New | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 148 | 3 | 0.0% | — | 92 | +148 | New | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Added to | 124 | 3 | 0.0% | 0.0% | 89 | +61 | 96.83% | Q1 2026 | May 05, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 148 | 3 | 0.0% | 0.0% | 90 | +1 | 0.68% | Q1 2026 | May 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 89 | 2 | 0.0% | — | 97 | +89 | New | Q1 2026 | Apr 21, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 115 | 2 | 0.0% | 0.0% | 94 | -20 | -14.81% | Q1 2026 | Apr 27, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 117 | 2 | 0.0% | 0.0% | 95 | +5 | 4.46% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 97 | 2 | 0.0% | 0.0% | 93 | -1 | -1.02% | Q1 2026 | May 15, 2026 |
| REAP Financial Group, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 57 | 1 | 0.0% | 0.0% | 98 | -27 | -32.14% | Q1 2026 | Apr 07, 2026 |
| Rossby Financial, LCC | History | No change | 52 | 1 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hobart Private Capital, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -62,462 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,434 | -100.0% | Q1 2026 | Apr 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,017 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,061 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -259 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -240 | -100.0% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -123 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 27 | 0 | — | — | — | +27 | New | Q1 2026 | May 08, 2026 |
| Key Capital Management, INC | History | Added to | 8 | 0 | — | — | — | +7 | 700.0% | Q1 2026 | May 07, 2026 |