SPDR SERIES TRUST - LQIG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Hobart Private Capital, LLC | History | Added to | 94,058 | 8,911 | 1.75% | 1.72% | 1 | +1,720 | 1.86% | Q1 2026 | Apr 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 8,978 | 850 | 0.0% | 0.0% | 2 | -5,501 | -37.99% | Q1 2026 | May 12, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 7,841 | 742 | 0.22% | 0.27% | 3 | -1,805 | -18.71% | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | Reduced | 380 | 36 | 0.0% | 0.0% | 4 | -506 | -57.11% | Q1 2026 | May 13, 2026 |
| Key Capital Management, INC | History | Reduced | 314 | 29 | 0.02% | 0.03% | 5 | -20 | -5.99% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 75 | 7 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | New | 44 | 4 | 0.0% | — | 7 | +44 | New | Q1 2026 | May 05, 2026 |
| CAP Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -2,499 | -100.0% | Q1 2026 | Apr 28, 2026 |