SPDR SERIES TRUST - FITE
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 | Reduced | 157,217 | 13,415 | 0.0% | 0.0% | 1 | -38,906 | -19.84% | Q4 2025 | Feb 11, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 153,429 | 13,092 | 7.17% | 7.48% | 2 | -2,485 | -1.59% | Q4 2025 | Feb 10, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 36,924 | 3,150 | 0.49% | 0.52% | 3 | -351 | -0.94% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 21,241 | 1,812 | 0.0% | 0.0% | 4 | -3,193 | -13.07% | Q4 2025 | Jan 29, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 18,009 | 1,536 | 0.05% | 0.06% | 5 | -772 | -4.11% | Q4 2025 | Jan 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 12,902 | 1,100 | 0.0% | 0.0% | 6 | +105 | 0.82% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 11,041 | 942 | 0.0% | 0.0% | 7 | +1,560 | 16.45% | Q4 2025 | Feb 18, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 10,697 | 912 | 0.21% | 0.21% | 8 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 10,100 | 861 | 0.0% | 0.0% | 9 | +100 | 1.0% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,554 | 644 | 0.0% | 0.0% | 10 | +718 | 10.5% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 7,014 | 598 | 0.0% | — | 11 | +7,014 | New | Q4 2025 | Feb 17, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | New | 5,636 | 480 | 0.17% | — | 12 | +5,636 | New | Q4 2025 | Jan 08, 2026 |
| Wealthfront Advisers LLC | History | Added to | 5,066 | 432 | 0.0% | 0.0% | 13 | +192 | 3.94% | Q4 2025 | Jan 30, 2026 |
| Focus Partners Wealth | History | Reduced | 5,006 | 427 | 0.0% | 0.0% | 14 | -943 | -15.85% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,653 | 397 | 0.0% | 0.0% | 15 | -80 | -1.69% | Q4 2025 | Feb 06, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 4,105 | 355 | 0.1% | 0.12% | 16 | -258 | -5.91% | Q4 2025 | Jan 06, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 3,732 | 318 | 0.1% | 0.11% | 17 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,478 | 297 | 0.0% | 0.0% | 18 | -66 | -1.86% | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | New | 3,318 | 283 | 0.0% | — | 19 | +3,318 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,656 | 226 | 0.0% | 0.0% | 20 | +56 | 2.15% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,425 | 121 | 0.0% | 0.0% | 21 | -326 | -18.62% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,277 | 108 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | New | 932 | 79 | 0.0% | — | 23 | +932 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | New | 894 | 76 | 0.0% | — | 24 | +894 | New | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 679 | 57 | 0.0% | — | 25 | +679 | New | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | No change | 422 | 36 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 420 | 35 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 387 | 33 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Geneos Wealth Management Inc. | History | New | 300 | 25 | 0.0% | — | 29 | +300 | New | Q4 2025 | Jan 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 247 | 21 | 0.0% | — | 30 | +237 | 2370.0% | Q4 2025 | Feb 11, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 205 | 17 | 0.01% | 0.01% | 31 | -20 | -8.89% | Q4 2025 | Jan 14, 2026 |
| Tidemark, LLC | History | No change | 160 | 13 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| High Point Wealth Management, LLC | History | New | 122 | 10 | 0.01% | — | 34 | +122 | New | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | No change | 125 | 10 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Triumph Capital Management | History | New | 97 | 8 | 0.0% | — | 36 | +97 | New | Q4 2025 | Feb 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 100 | 8 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 65 | 5 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 49 | 4 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 32 | 2 | 0.0% | 0.0% | 39 | +1 | 3.23% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | No change | 12 | 1 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,482 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Oct 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -179 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Graney & King, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |