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 | Added to | 173,594 | 14,849 | 0.0% | 0.0% | 1 | +16,377 | 10.42% | Q1 2026 | May 06, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 150,057 | 12,835 | 6.39% | 7.17% | 2 | -3,372 | -2.2% | Q1 2026 | May 14, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 39,950 | 3,417 | 1.08% | 0.17% | 3 | +34,314 | 608.84% | Q1 2026 | Apr 15, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 35,894 | 3,070 | 0.47% | 0.49% | 4 | -1,030 | -2.79% | Q1 2026 | Apr 29, 2026 |
| UBS Group AG | History | Added to | 21,291 | 1,821 | 0.0% | 0.0% | 5 | +50 | 0.24% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 17,713 | 1,515 | 0.05% | 0.05% | 6 | -296 | -1.64% | Q1 2026 | Apr 07, 2026 |
| Baird Financial Group, Inc. | History | Added to | 13,233 | 1,131 | 0.0% | 0.0% | 7 | +331 | 2.57% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 10,554 | 902 | 0.0% | 0.0% | 8 | -487 | -4.41% | Q1 2026 | May 14, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 10,297 | 880 | 0.2% | 0.21% | 9 | -400 | -3.74% | Q1 2026 | Apr 17, 2026 |
| Cetera Investment Advisers | History | Added to | 10,157 | 868 | 0.0% | 0.0% | 10 | +6,839 | 206.12% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 8,420 | 720 | 0.0% | 0.0% | 11 | +866 | 11.46% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Added to | 8,211 | 702 | 0.0% | 0.0% | 12 | +3,205 | 64.02% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 7,212 | 616 | 0.0% | 0.0% | 13 | +7,180 | 22437.5% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 7,119 | 608 | 0.0% | 0.0% | 14 | +105 | 1.5% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 5,864 | 502 | 0.0% | 0.0% | 15 | +2,386 | 68.6% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 4,655 | 398 | 0.0% | 0.0% | 16 | +2 | 0.04% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 4,643 | 397 | 0.0% | — | 17 | +4,643 | New | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 4,137 | 353 | 0.0% | 0.0% | 18 | -929 | -18.34% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | New | 4,112 | 351 | 0.0% | — | 19 | +4,112 | New | Q1 2026 | May 12, 2026 |
| HighPoint Advisor Group LLC | History | New | 3,753 | 321 | 0.01% | — | 20 | +3,753 | New | Q1 2026 | May 14, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 3,733 | 306 | 0.1% | 0.1% | 21 | +1 | 0.03% | Q1 2026 | Apr 27, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 3,079 | 275 | 0.08% | 0.1% | 22 | -1,026 | -24.99% | Q1 2026 | Apr 08, 2026 |
| Advyzon Investment Management, LLC | History | New | 3,008 | 257 | 0.02% | — | 23 | +3,008 | New | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,854 | 244 | 0.0% | 0.0% | 24 | +1,429 | 100.28% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | New | 2,350 | 201 | 0.0% | — | 25 | +2,350 | New | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,326 | 198 | 0.0% | 0.0% | 26 | -330 | -12.42% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,353 | 117 | 0.0% | 0.0% | 27 | +76 | 5.95% | Q1 2026 | Apr 07, 2026 |
| Phillip James Consulting Co. | History | New | 1,197 | 109 | 0.08% | — | 28 | +1,197 | New | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | No change | 894 | 76 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 855 | 73 | 0.0% | — | 30 | +855 | New | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | No change | 422 | 36 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 420 | 35 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 387 | 33 | 0.03% | 0.02% | 33 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 370 | 31 | 0.0% | 0.0% | 34 | +270 | 270.0% | Q1 2026 | Apr 16, 2026 |
| Geneos Wealth Management Inc. | History | No change | 300 | 25 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Nova Wealth Management, Inc. | History | No change | 205 | 17 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Ascentis Independent Advisors | History | New | 182 | 15 | 0.0% | — | 37 | +182 | New | Q1 2026 | Apr 28, 2026 |
| Tidemark, LLC | History | No change | 160 | 13 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| High Point Wealth Management, LLC | History | No change | 122 | 10 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Allworth Financial LP | History | Reduced | 100 | 8 | 0.0% | 0.0% | 40 | -579 | -85.27% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | No change | 97 | 8 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 65 | 5 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 50 | 4 | 0.0% | — | 44 | +50 | New | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 49 | 4 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | New | 33 | 2 | 0.0% | — | 46 | +33 | New | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 25 | 2 | 0.0% | — | 45 | +25 | New | Q1 2026 | May 19, 2026 |
| Parkside Financial Bank & Trust | History | New | 20 | 1 | 0.0% | — | 47 | +20 | New | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | New | 14 | 1 | 0.0% | — | 49 | +14 | New | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | No change | 12 | 1 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -10,100 | -100.0% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,485 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -932 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -247 | -100.0% | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Graney & King, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 18, 2026 |