SPDR SERIES TRUST - ONEY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Alaska Permanent Fund Corp | History | Reduced | 1,990,277 | 237,796 | 15.22% | 16.19% | 1 | -430,642 | -17.79% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 659,505 | 74,894 | 0.02% | 0.02% | 2 | +26,009 | 4.11% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 596,285 | 67,730 | 0.02% | 0.03% | 3 | -645,937 | -52.0% | Q4 2025 | Feb 17, 2026 |
| Kestra Investment Management, LLC | History | Added to | 363,542 | 41,284 | 1.01% | 0.8% | 4 | +99,754 | 37.82% | Q4 2025 | Feb 09, 2026 |
| Creative Planning | History | Reduced | 245,317 | 27,858 | 0.02% | 0.02% | 5 | -4,572 | -1.83% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 211,622 | 24,032 | 0.03% | 0.03% | 6 | +3,372 | 1.62% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 192,272 | 21,834 | 0.01% | 0.01% | 7 | -4,039 | -2.06% | Q4 2025 | Feb 18, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 115,391 | 13,103 | 2.02% | 2.28% | 8 | +236 | 0.2% | Q4 2025 | Jan 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 82,127 | 9,326 | 0.0% | 0.0% | 9 | +11,871 | 16.9% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 74,305 | 8,438 | 0.02% | 0.02% | 10 | +2,365 | 3.29% | Q4 2025 | Feb 05, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 198,524 | 8,199 | 7.77% | — | 11 | +198,524 | New | Q4 2025 | Jan 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 61,294 | 6,960 | 0.04% | 0.04% | 12 | +4,329 | 7.6% | Q4 2025 | Feb 12, 2026 |
| Waverly Advisors, LLC | History | New | 60,858 | 6,911 | 0.06% | — | 13 | +60,858 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 60,250 | 6,842 | 0.0% | 0.0% | 14 | -3,820 | -5.96% | Q4 2025 | Feb 10, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 45,987 | 5,285 | 2.95% | 3.75% | 15 | -12,162 | -20.92% | Q4 2025 | Jan 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 41,602 | 4,724 | 0.07% | 0.07% | 16 | +2,959 | 7.66% | Q4 2025 | Feb 09, 2026 |
| Private Advisor Group, LLC | History | Reduced | 41,264 | 4,686 | 0.02% | 0.02% | 17 | -3,001 | -6.78% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 40,342 | 4,581 | 0.03% | 0.03% | 18 | +5,336 | 15.24% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 38,491 | 4,371 | 0.0% | 0.0% | 19 | +2,145 | 5.9% | Q4 2025 | Feb 17, 2026 |
| FMA Wealth Management, LLC | History | Added to | 38,253 | 4,343 | 2.82% | 2.96% | 20 | +79 | 0.21% | Q4 2025 | Jan 13, 2026 |
| Family Investment Center, Inc. | History | Reduced | 36,060 | 4,094 | 0.83% | 0.86% | 21 | -641 | -1.75% | Q4 2025 | Jan 23, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 34,880 | 3,961 | 0.13% | 0.15% | 22 | -2,163 | -5.84% | Q4 2025 | Jan 14, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 32,325 | 3,670 | 1.29% | 1.13% | 23 | +7,626 | 30.88% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 29,920 | 3,398 | 0.0% | 0.0% | 24 | -86 | -0.29% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | New | 27,164 | 3,084 | 0.1% | — | 25 | +27,164 | New | Q4 2025 | Jan 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 24,239 | 2,752 | 0.0% | 0.0% | 26 | +20,633 | 572.19% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 23,823 | 2,705 | 0.0% | 0.0% | 27 | -891 | -3.61% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 20,049 | 2,276 | 0.06% | 0.06% | 28 | -2,102 | -9.49% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 17,182 | 1,965 | 0.0% | 0.0% | 29 | +181 | 1.06% | Q4 2025 | Feb 05, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 14,431 | 1,638 | 0.07% | 0.08% | 30 | -1,453 | -9.15% | Q4 2025 | Feb 09, 2026 |
| Crumly & Associates Inc. | History | No change | 13,723 | 1,558 | 0.33% | 0.34% | 31 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 13,411 | 1,522 | 0.0% | 0.0% | 32 | +86 | 0.65% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Added to | 13,179 | 1,497 | 0.05% | 0.04% | 33 | +1,320 | 11.13% | Q4 2025 | Feb 11, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 12,847 | 1,458 | 0.31% | 0.31% | 34 | +217 | 1.72% | Q4 2025 | Jan 07, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 11,710 | 1,329 | 0.21% | 0.18% | 35 | +638 | 5.76% | Q4 2025 | Feb 04, 2026 |
| Bonfire Financial | History | Reduced | 11,416 | 1,296 | 0.97% | 1.11% | 36 | -1,373 | -10.74% | Q4 2025 | Jan 27, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 10,574 | 1,200 | 0.08% | 0.08% | 37 | +120 | 1.15% | Q4 2025 | Jan 23, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 9,472 | 1,075 | 0.68% | — | 38 | +9,472 | New | Q4 2025 | Feb 09, 2026 |
| CoreFirst Bank & Trust | History | Reduced | 8,955 | 1,016 | 0.55% | 0.61% | 39 | -1,044 | -10.44% | Q4 2025 | Feb 11, 2026 |
| Venture Visionary Partners LLC | History | No change | 8,696 | 987 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Essex Financial Services, Inc. | History | Added to | 7,391 | 839 | 0.05% | 0.05% | 41 | +150 | 2.07% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 6,605 | 750 | 0.02% | — | 42 | +6,605 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,079 | 690 | 0.0% | 0.0% | 43 | -10,673 | -63.71% | Q4 2025 | Feb 12, 2026 |
| Creekside Partners | History | Added to | 5,752 | 653 | 0.28% | 0.28% | 44 | +47 | 0.82% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 5,671 | 644 | 0.0% | — | 45 | +5,671 | New | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 5,500 | 624 | 0.0% | 0.0% | 46 | +1,431 | 35.17% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,205 | 591 | 0.0% | 0.0% | 47 | +2,694 | 107.29% | Q4 2025 | Feb 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 4,925 | 559 | 0.14% | 0.2% | 48 | -1,880 | -27.63% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 4,824 | 547 | 0.01% | 0.03% | 49 | -5,161 | -51.69% | Q4 2025 | Feb 06, 2026 |
| Constant Guidance Financial LLC | History | New | 6,492 | 535 | 0.38% | — | 50 | +6,492 | New | Q4 2025 | Feb 10, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 4,296 | 487 | 0.07% | 0.07% | 51 | +50 | 1.18% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,239 | 481 | 0.0% | 0.0% | 52 | +558 | 15.16% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 4,004 | 454 | 0.01% | 0.0% | 53 | -18 | -0.45% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,900 | 442 | 0.0% | 0.01% | 54 | -105 | -2.62% | Q4 2025 | Jan 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,771 | 428 | 0.0% | 0.0% | 55 | -33 | -0.87% | Q4 2025 | Feb 02, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 3,764 | 427 | 0.12% | 0.09% | 56 | +163 | 4.53% | Q4 2025 | Jan 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 3,688 | 418 | 0.02% | 0.01% | 57 | +277 | 8.12% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,441 | 403 | 0.0% | 0.0% | 58 | +530 | 18.21% | Q4 2025 | Jan 08, 2026 |
| Valmark Advisers, Inc. | History | Added to | 3,506 | 398 | 0.0% | 0.0% | 59 | +1,127 | 47.37% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 3,156 | 376 | 0.06% | 0.16% | 60 | +1,727 | 120.85% | Q4 2025 | Feb 02, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 3,045 | 345 | 0.02% | 0.02% | 61 | +691 | 29.35% | Q4 2025 | Feb 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 2,974 | 337 | 0.02% | 0.02% | 62 | -84 | -2.75% | Q4 2025 | Feb 10, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 2,855 | 324 | 0.14% | 0.15% | 63 | -45 | -1.55% | Q4 2025 | Jan 16, 2026 |
| Western Wealth Management, LLC | History | No change | 2,804 | 318 | 0.01% | 0.02% | 64 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Portland Financial Advisors Inc | History | No change | 2,775 | 315 | 0.67% | 0.67% | 65 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial Partners Group, Inc | History | No change | 2,629 | 314 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| XML Financial, LLC | History | Added to | 2,730 | 310 | 0.03% | 0.02% | 67 | +207 | 8.2% | Q4 2025 | Feb 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 2,690 | 305 | 0.0% | 0.0% | 68 | +54 | 2.05% | Q4 2025 | Jan 21, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 2,654 | 301 | 0.02% | 0.02% | 69 | -69 | -2.53% | Q4 2025 | Feb 05, 2026 |
| McAdam, LLC | History | Reduced | 2,552 | 289 | 0.01% | 0.01% | 70 | -68 | -2.6% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 2,532 | 287 | 0.0% | 0.0% | 71 | -115 | -4.34% | Q4 2025 | Feb 13, 2026 |
| Cascade Financial Partners, LLC | History | No change | 2,399 | 272 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CAP Partners, LLC | History | Added to | 2,331 | 264 | 0.15% | 0.15% | 73 | +7 | 0.3% | Q4 2025 | Feb 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 2,324 | 263 | 0.0% | — | 74 | +2,324 | New | Q4 2025 | Mar 25, 2026 |
| Lutz Financial Services LLC | History | No change | 2,295 | 260 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial Freedom, LLC | History | Added to | 2,203 | 250 | 0.12% | 0.12% | 76 | +8 | 0.36% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,141 | 243 | 0.0% | 0.0% | 77 | -113 | -5.01% | Q4 2025 | Feb 13, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | New | 2,000 | 227 | 0.01% | — | 78 | +2,000 | New | Q4 2025 | Feb 17, 2026 |
| Meriwether Wealth & Planning, LLC | History | Reduced | 1,941 | 220 | 0.12% | 0.15% | 79 | -344 | -15.05% | Q4 2025 | Jan 14, 2026 |
| Strategic Financial Concepts, LLC | History | New | 1,933 | 219 | 0.2% | — | 80 | +1,933 | New | Q4 2025 | Feb 09, 2026 |
| RDA Financial Network | History | Added to | 1,867 | 212 | 0.05% | 0.05% | 81 | +78 | 4.36% | Q4 2025 | Jan 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,270 | 144 | 0.0% | — | 82 | +1,270 | New | Q4 2025 | Feb 17, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 1,210 | 137 | 0.08% | — | 83 | +1,210 | New | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Added to | 1,137 | 129 | 0.0% | 0.0% | 84 | +1,024 | 906.19% | Q4 2025 | Jan 29, 2026 |
| Bogart Wealth, LLC | History | No change | 1,004 | 114 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 600 | 68 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 597 | 67 | 0.01% | — | 87 | +597 | New | Q4 2025 | Feb 09, 2026 |
| Orion Capital Management LLC | History | No change | 546 | 62 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 429 | 48 | 0.0% | — | 90 | +429 | New | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Added to | 423 | 48 | 0.0% | 0.0% | 89 | +22 | 5.49% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | New | 303 | 36 | 0.0% | — | 91 | +303 | New | Q4 2025 | Jan 21, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 320 | 36 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 294 | 33 | 0.0% | 0.0% | 93 | +94 | 47.0% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 286 | 32 | 0.0% | 0.0% | 94 | -82 | -22.28% | Q4 2025 | Feb 11, 2026 |
| Winthrop Capital Management, LLC | History | No change | 225 | 26 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Reduced | 218 | 25 | 0.0% | 0.0% | 96 | -273 | -55.6% | Q4 2025 | Jan 26, 2026 |
| Nova Wealth Management, Inc. | History | No change | 200 | 22 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 186 | 21 | 0.0% | 0.0% | 98 | -9 | -4.62% | Q4 2025 | Feb 06, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 177 | 20 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Key FInancial Inc | History | New | 133 | 15 | 0.0% | — | 101 | +133 | New | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Added to | 134 | 15 | 0.0% | 0.0% | 100 | +52 | 63.41% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 70 | 7 | 0.0% | 0.0% | 103 | -1,134 | -94.19% | Q4 2025 | Mar 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 64 | 7 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | No change | 61 | 6 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 29 | 3 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 25 | 2 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 17 | 1 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,616 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,110 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mayfair Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,052 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,779 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Glass Jacobson Investment Advisors llc | History | Closed out | 0 | 0 | — | 0.05% | — | -1,216 | -100.0% | Q3 2025 | Oct 29, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -936 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -413 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Copia Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -114 | -100.0% | Q3 2025 | Oct 31, 2025 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 14, 2025 |