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 | 179,799 | 20,204 | 0.0% | 0.0% | 1 | +6,205 | 3.57% | Q2 2026 | Aug 07, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 142,130 | 15,971 | 6.78% | 6.39% | 2 | -7,927 | -5.28% | Q2 2026 | Aug 14, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 41,097 | 4,618 | 1.24% | 1.08% | 3 | +1,147 | 2.87% | Q2 2026 | Jul 09, 2026 |
| Hughes Financial Services, LLC | History | Added to | 36,021 | 4,047 | 0.54% | 0.47% | 4 | +127 | 0.35% | Q2 2026 | Jul 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 25,969 | 2,918 | 0.0% | 0.0% | 5 | +17,549 | 208.42% | Q2 2026 | Sep 23, 2026 |
| UBS Group AG | History | Reduced | 20,987 | 2,358 | 0.0% | 0.0% | 6 | -304 | -1.43% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | New | 18,839 | 2,116 | 0.0% | — | 7 | +18,839 | New | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 17,859 | 2,006 | 0.0% | 0.0% | 8 | +17,845 | 127464.29% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 15,828 | 1,778 | 0.0% | 0.0% | 9 | +5,274 | 49.97% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 13,337 | 1,498 | 0.0% | 0.0% | 10 | +104 | 0.79% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 12,589 | 1,414 | 0.0% | 0.0% | 11 | +2,432 | 23.94% | Q2 2026 | Aug 12, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 10,362 | 1,164 | 0.23% | 0.2% | 12 | +65 | 0.63% | Q2 2026 | Jul 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 9,695 | 1,089 | 0.0% | 0.0% | 13 | +3,831 | 65.33% | Q2 2026 | Jul 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,856 | 995 | 0.0% | 0.0% | 14 | +6,002 | 210.3% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 8,211 | 922 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Belvedere Trading LLC | History | New | 8,100 | 910 | 0.0% | — | 16 | +8,100 | New | Q2 2026 | Jul 31, 2026 |
| MORGAN STANLEY | History | Reduced | 6,512 | 731 | 0.0% | 0.0% | 17 | -700 | -9.71% | Q2 2026 | Aug 13, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | New | 5,143 | 577 | 0.49% | — | 19 | +5,143 | New | Q2 2026 | Aug 05, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | Reduced | 5,143 | 577 | 0.49% | 0.59% | 18 | -2,267 | -30.59% | Q2 2026 | Aug 25, 2026 |
| HighTower Advisors, LLC | History | Added to | 4,970 | 558 | 0.0% | 0.0% | 20 | +315 | 6.77% | Q2 2026 | Aug 05, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 4,730 | 531 | 0.0% | 0.0% | 21 | +2,380 | 101.28% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 4,372 | 491 | 0.0% | 0.0% | 22 | +260 | 6.32% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 3,947 | 443 | 0.0% | 0.0% | 23 | -190 | -4.59% | Q2 2026 | Aug 07, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 3,881 | 436 | 0.12% | 0.1% | 24 | +148 | 3.96% | Q2 2026 | Jul 29, 2026 |
| HighPoint Advisor Group LLC | History | No change | 3,753 | 421 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | New | 3,724 | 418 | 0.0% | — | 26 | +3,724 | New | Q2 2026 | Aug 12, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 3,099 | 348 | 0.03% | 0.02% | 27 | +91 | 3.03% | Q2 2026 | Aug 14, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 3,064 | 344 | 0.08% | 0.08% | 28 | -15 | -0.49% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,956 | 332 | 0.0% | 0.0% | 29 | +630 | 27.09% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,600 | 292 | 0.0% | 0.0% | 30 | -2,043 | -44.0% | Q2 2026 | Sep 02, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,591 | 291 | 0.01% | 0.05% | 31 | -15,122 | -85.37% | Q2 2026 | Jul 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,227 | 250 | 0.0% | 0.0% | 32 | +874 | 64.6% | Q2 2026 | Jul 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 887 | 99 | 0.0% | 0.0% | 33 | +32 | 3.74% | Q2 2026 | Jul 29, 2026 |
| Institute for Wealth Management, LLC. | History | New | 682 | 76 | 0.01% | — | 35 | +682 | New | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 894 | 76 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | No change | 422 | 47 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 420 | 47 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 371 | 41 | 0.0% | 0.0% | 39 | +321 | 642.0% | Q2 2026 | Aug 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 370 | 41 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 313 | 35 | 0.0% | — | 40 | +313 | New | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 300 | 33 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | New | 200 | 22 | 0.0% | — | 42 | +200 | New | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Added to | 165 | 18 | 0.0% | 0.0% | 43 | +65 | 65.0% | Q2 2026 | Aug 11, 2026 |
| Tidemark, LLC | History | No change | 160 | 18 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 130 | 14 | 0.01% | 0.01% | 45 | -75 | -36.59% | Q2 2026 | Jul 13, 2026 |
| High Point Wealth Management, LLC | History | No change | 122 | 13 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 65 | 7 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Triumph Capital Management | History | Reduced | 57 | 6 | 0.0% | 0.0% | 48 | -40 | -41.24% | Q2 2026 | Jul 20, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 49 | 5 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 33 | 3 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 20 | 2 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| IFP Advisors, Inc | History | No change | 12 | 1 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,119 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Phillip James Consulting Co. | History | Closed out | 0 | 0 | — | 0.08% | — | -1,197 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -387 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -182 | -100.0% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 03, 2026 |
| Graney & King, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |