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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 7,307 | 237 | 0.0% | 0.0% | 1 | +386 | 5.58% | Q1 2026 | May 06, 2026 |
| NWAM LLC | History | Reduced | 6,452 | 209 | 0.01% | 0.03% | 2 | -6,511 | -50.23% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | No change | 6,307 | 204 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Reduced | 3,284 | 106 | 0.0% | 0.0% | 4 | -68 | -2.03% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 2,875 | 93 | 0.0% | 0.0% | 5 | -603 | -17.34% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 800 | 25 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 549 | 17 | 0.0% | 0.0% | 7 | -203 | -26.99% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 375 | 12 | 0.0% | 0.0% | 8 | -41 | -9.86% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 341 | 11 | 0.0% | 0.0% | 9 | +36 | 11.8% | Q1 2026 | Apr 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 323 | 10 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CITY HOLDING CO | History | No change | 280 | 9 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Western Wealth Management, LLC | History | New | 273 | 8 | 0.0% | — | 12 | +273 | New | Q1 2026 | May 19, 2026 |
| EPG Wealth Management LLC | History | Added to | 173 | 5 | 0.0% | 0.0% | 13 | +1 | 0.58% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | No change | 110 | 3 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CENTRAL TRUST Co | History | No change | 80 | 2 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Triumph Capital Management | History | No change | 67 | 2 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 53 | 1 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,510 | -100.0% | Q1 2026 | Apr 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,172 | -100.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,308 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -402 | -100.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -162 | -100.0% | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Abound Wealth Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |