SPDR SERIES TRUST - HAIL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | History | New | 15,510 | 516 | 0.01% | — | 1 | +15,510 | New | Q4 2025 | Jan 23, 2026 |
| NWAM LLC | History | Reduced | 12,963 | 464 | 0.03% | 0.03% | 2 | -1,139 | -8.08% | Q4 2025 | Feb 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 9,172 | 305 | 0.0% | 0.0% | 3 | +264 | 2.96% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 8,308 | 276 | 0.0% | — | 4 | +8,308 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 6,921 | 230 | 0.0% | 0.0% | 5 | -808 | -10.45% | Q4 2025 | Feb 11, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 6,307 | 209 | 0.0% | 0.0% | 6 | -2,142 | -25.35% | Q4 2025 | Feb 05, 2026 |
| MORGAN STANLEY | History | Added to | 3,478 | 115 | 0.0% | 0.0% | 7 | +263 | 8.18% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 3,352 | 112 | 0.0% | 0.0% | 8 | -150 | -4.28% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 800 | 26 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Reduced | 752 | 25 | 0.0% | 0.0% | 10 | -150 | -16.63% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 402 | 13 | 0.0% | 0.0% | 11 | -280 | -41.06% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 416 | 13 | 0.0% | 0.0% | 12 | -257 | -38.19% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 305 | 10 | 0.0% | 0.0% | 14 | -15 | -4.69% | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 323 | 10 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITY HOLDING CO | History | No change | 280 | 9 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| EPG Wealth Management LLC | History | Added to | 172 | 5 | 0.0% | 0.0% | 17 | +2 | 1.18% | Q4 2025 | Jan 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 162 | 5 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| MAI Capital Management | History | No change | 110 | 3 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | New | 67 | 2 | 0.0% | — | 21 | +67 | New | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | No change | 80 | 2 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 53 | 1 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Perkins Coie Trust Co | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Steward Partners Investment Advisory, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Abound Wealth Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |