SPDR SERIES TRUST - ONEY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Alaska Permanent Fund Corp | History | Reduced | 1,620,489 | 205,478 | 13.08% | 15.22% | 1 | -369,788 | -18.58% | Q1 2026 | May 19, 2026 |
| LPL Financial LLC | History | Reduced | 600,011 | 72,031 | 0.02% | 0.02% | 2 | -59,494 | -9.02% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 588,449 | 70,660 | 0.02% | 0.02% | 3 | -7,836 | -1.31% | Q1 2026 | May 15, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 350,816 | 42,115 | 0.73% | 1.01% | 4 | -12,726 | -3.5% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 345,285 | 41,451 | 0.11% | 0.02% | 5 | +270,980 | 364.69% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Reduced | 242,772 | 29,144 | 0.02% | 0.02% | 6 | -2,545 | -1.04% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 216,622 | 26,005 | 0.03% | 0.03% | 7 | +5,000 | 2.36% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 173,536 | 20,832 | 0.01% | 0.01% | 8 | -18,736 | -9.74% | Q1 2026 | May 14, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 115,566 | 13,873 | 2.02% | 2.02% | 9 | +175 | 0.15% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 94,836 | 11,384 | 0.0% | 0.0% | 10 | +12,709 | 15.47% | Q1 2026 | May 04, 2026 |
| Waverly Advisors, LLC | History | Added to | 65,654 | 7,881 | 0.06% | 0.06% | 11 | +4,796 | 7.88% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 58,981 | 7,080 | 0.01% | 0.0% | 12 | +20,490 | 53.23% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 57,364 | 6,886 | 0.04% | 0.04% | 13 | -3,930 | -6.41% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 54,653 | 6,561 | 0.0% | 0.0% | 14 | -5,597 | -9.29% | Q1 2026 | May 07, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 43,528 | 5,258 | 2.66% | 2.95% | 15 | -2,459 | -5.35% | Q1 2026 | Apr 08, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 42,876 | 5,147 | 0.07% | 0.07% | 16 | +1,274 | 3.06% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 43,771 | 4,970 | 0.03% | 0.03% | 17 | +3,429 | 8.5% | Q1 2026 | May 15, 2026 |
| FMA Wealth Management, LLC | History | Added to | 38,456 | 4,616 | 3.07% | 2.82% | 18 | +203 | 0.53% | Q1 2026 | Apr 14, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 37,858 | 4,544 | 2.09% | 1.29% | 19 | +5,533 | 17.12% | Q1 2026 | May 05, 2026 |
| Family Investment Center, Inc. | History | Reduced | 35,905 | 4,310 | 0.83% | 0.83% | 20 | -155 | -0.43% | Q1 2026 | Apr 24, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 32,110 | 3,854 | 0.14% | 0.13% | 21 | -2,770 | -7.94% | Q1 2026 | Apr 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 31,344 | 3,762 | 0.0% | 0.0% | 22 | +7,521 | 31.57% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 30,747 | 3,691 | 0.1% | 0.1% | 23 | +3,583 | 13.19% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 30,662 | 3,681 | 0.01% | 0.0% | 24 | +742 | 2.48% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 19,769 | 2,373 | 0.06% | 0.06% | 25 | -280 | -1.4% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 18,831 | 2,260 | 0.01% | 0.0% | 26 | +13,626 | 261.79% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 17,385 | 2,065 | 0.0% | 0.0% | 27 | +3,974 | 29.63% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 15,629 | 1,876 | 0.0% | 0.0% | 28 | -1,553 | -9.04% | Q1 2026 | May 01, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 14,166 | 1,700 | 0.07% | 0.07% | 29 | -265 | -1.84% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | Added to | 13,893 | 1,668 | 0.04% | 0.04% | 30 | +714 | 5.42% | Q1 2026 | May 14, 2026 |
| Crumly & Associates Inc. | History | No change | 13,723 | 1,647 | 0.35% | 0.33% | 31 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Private Advisor Group, LLC | History | Reduced | 13,185 | 1,582 | 0.01% | 0.02% | 32 | -28,079 | -68.05% | Q1 2026 | Apr 24, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 12,784 | 1,534 | 0.31% | 0.31% | 33 | -63 | -0.49% | Q1 2026 | Apr 14, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 12,035 | 1,444 | 0.21% | 0.21% | 34 | +325 | 2.78% | Q1 2026 | Apr 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 10,726 | 1,287 | 0.0% | 0.0% | 35 | +8,402 | 361.53% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,656 | 1,279 | 0.0% | 0.0% | 36 | -13,583 | -56.04% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 10,630 | 1,276 | 0.08% | 0.08% | 37 | +56 | 0.53% | Q1 2026 | Apr 15, 2026 |
| Bonfire Financial | History | Reduced | 10,578 | 1,269 | 0.95% | 0.97% | 38 | -838 | -7.34% | Q1 2026 | May 06, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 9,432 | 1,132 | 0.73% | 0.68% | 39 | -40 | -0.42% | Q1 2026 | Apr 20, 2026 |
| Venture Visionary Partners LLC | History | No change | 8,696 | 1,043 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CoreFirst Bank & Trust | History | No change | 8,955 | 1,016 | 0.55% | 0.55% | 41 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Essex Financial Services, Inc. | History | No change | 7,391 | 887 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bank of New York Mellon Corp | History | Added to | 6,540 | 785 | 0.0% | 0.0% | 43 | +1,040 | 18.91% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 6,534 | 784 | 0.0% | 0.0% | 44 | +455 | 7.48% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,366 | 764 | 0.0% | 0.0% | 45 | +2,127 | 50.18% | Q1 2026 | May 11, 2026 |
| Creekside Partners | History | Reduced | 5,546 | 665 | 0.27% | 0.28% | 46 | -206 | -3.58% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | New | 5,531 | 663 | 0.0% | — | 47 | +5,531 | New | Q1 2026 | Apr 15, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 4,925 | 591 | 0.15% | 0.14% | 48 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,592 | 551 | 0.0% | 0.0% | 49 | +821 | 21.77% | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,824 | 547 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 4,354 | 522 | 0.02% | 0.02% | 51 | +666 | 18.06% | Q1 2026 | May 14, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 4,241 | 509 | 0.1% | 0.07% | 52 | -55 | -1.28% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Management, LLC | History | New | 4,189 | 502 | 0.02% | — | 53 | +4,189 | New | Q1 2026 | May 06, 2026 |
| NorthRock Partners, LLC | History | New | 3,961 | 475 | 0.01% | — | 54 | +3,961 | New | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 3,947 | 473 | 0.02% | 0.02% | 55 | +1,293 | 48.72% | Q1 2026 | Apr 23, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,900 | 468 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 3,754 | 450 | 0.0% | 0.01% | 57 | -250 | -6.24% | Q1 2026 | May 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 3,743 | 449 | 0.12% | 0.12% | 58 | -21 | -0.56% | Q1 2026 | May 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 3,699 | 444 | 0.0% | — | 59 | +3,699 | New | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 3,619 | 434 | 0.01% | 0.0% | 60 | +113 | 3.22% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | New | 3,327 | 399 | 0.0% | — | 61 | +3,327 | New | Q1 2026 | May 15, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 3,170 | 380 | 0.03% | 0.02% | 62 | +125 | 4.11% | Q1 2026 | May 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 2,900 | 348 | 0.02% | 0.02% | 63 | -74 | -2.49% | Q1 2026 | May 12, 2026 |
| NewEdge Wealth, LLC | History | New | 2,868 | 344 | 0.0% | — | 64 | +2,868 | New | Q1 2026 | May 13, 2026 |
| IVC Wealth Advisors LLC | History | No change | 2,855 | 342 | 0.15% | 0.14% | 65 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 2,788 | 334 | 0.0% | 0.0% | 66 | +98 | 3.64% | Q1 2026 | May 08, 2026 |
| Portland Financial Advisors Inc | History | No change | 2,775 | 333 | 0.69% | 0.67% | 67 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | History | New | 2,763 | 331 | 0.01% | — | 68 | +2,763 | New | Q1 2026 | Apr 27, 2026 |
| McAdam, LLC | History | Added to | 2,754 | 330 | 0.01% | 0.01% | 69 | +202 | 7.92% | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | No change | 2,804 | 318 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Financial Partners Group, Inc | History | No change | 2,629 | 315 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| XML Financial, LLC | History | Reduced | 2,510 | 301 | 0.02% | 0.03% | 73 | -220 | -8.06% | Q1 2026 | Apr 16, 2026 |
| MORGAN STANLEY | History | Reduced | 2,509 | 301 | 0.0% | 0.0% | 72 | -23 | -0.91% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,424 | 291 | 0.01% | 0.02% | 74 | -4,181 | -63.3% | Q1 2026 | May 15, 2026 |
| Cascade Financial Partners, LLC | History | No change | 2,399 | 287 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CAP Partners, LLC | History | Added to | 2,388 | 286 | 0.16% | 0.15% | 76 | +57 | 2.45% | Q1 2026 | Apr 28, 2026 |
| Lutz Financial Services LLC | History | No change | 2,295 | 275 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IMC-Chicago, LLC | History | New | 2,225 | 267 | 0.0% | — | 78 | +2,225 | New | Q1 2026 | May 05, 2026 |
| Financial Freedom, LLC | History | Added to | 2,209 | 265 | 0.13% | 0.12% | 79 | +6 | 0.27% | Q1 2026 | Apr 30, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 1,927 | 231 | 0.01% | — | 80 | +1,927 | New | Q1 2026 | Apr 08, 2026 |
| RDA Financial Network | History | Added to | 1,882 | 225 | 0.06% | 0.05% | 81 | +15 | 0.8% | Q1 2026 | Apr 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,765 | 212 | 0.0% | 0.0% | 82 | -1,676 | -48.71% | Q1 2026 | Apr 08, 2026 |
| Meriwether Wealth & Planning, LLC | History | Reduced | 1,747 | 209 | 0.11% | 0.12% | 83 | -194 | -9.99% | Q1 2026 | Apr 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 1,683 | 202 | 0.03% | 0.01% | 84 | +1,086 | 181.91% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | New | 1,544 | 185 | 0.0% | — | 85 | +1,544 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,504 | 181 | 0.0% | 0.0% | 86 | +234 | 18.43% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | New | 1,452 | 174 | 0.0% | — | 87 | +1,452 | New | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | No change | 1,004 | 120 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 688 | 86 | 0.01% | 0.06% | 89 | -2,468 | -78.2% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 702 | 83 | 0.0% | 0.0% | 90 | +416 | 145.45% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 604 | 72 | 0.0% | 0.0% | 91 | +181 | 42.79% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 600 | 72 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Orion Capital Management LLC | History | No change | 546 | 65 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | New | 537 | 64 | 0.0% | — | 94 | +537 | New | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Added to | 432 | 51 | 0.0% | 0.0% | 95 | +3 | 0.7% | Q1 2026 | May 14, 2026 |
| Walsh & Associates, LLC | History | No change | 415 | 49 | 0.05% | 0.05% | 96 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 305 | 36 | 0.0% | 0.0% | 97 | +2 | 0.66% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 268 | 32 | 0.0% | 0.0% | 98 | +204 | 318.75% | Q1 2026 | May 15, 2026 |
| NFSG Corp | History | Reduced | 250 | 30 | 0.0% | 0.01% | 99 | -70 | -21.88% | Q1 2026 | May 05, 2026 |
| Winthrop Capital Management, LLC | History | No change | 225 | 27 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | No change | 218 | 26 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 206 | 24 | 0.0% | — | 103 | +206 | New | Q1 2026 | Apr 14, 2026 |
| Nova Wealth Management, Inc. | History | No change | 200 | 24 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Larson Financial Group LLC | History | Added to | 187 | 22 | 0.0% | 0.0% | 104 | +1 | 0.54% | Q1 2026 | May 15, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 177 | 21 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | No change | 134 | 16 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 70 | 8 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 61 | 7 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| VANGUARD ADVISERS INC | History | New | 30 | 3 | 0.0% | — | 111 | +30 | New | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 30 | 3 | 0.0% | 0.0% | 109 | +1 | 3.45% | Q1 2026 | May 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 25 | 3 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 17 | 2 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 7.77% | — | -198,524 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Constant Guidance Financial LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -6,492 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,671 | -100.0% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,141 | -100.0% | Q1 2026 | May 04, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Closed out | 0 | 0 | — | 0.01% | — | -2,000 | -100.0% | Q1 2026 | May 11, 2026 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -1,933 | -100.0% | Q1 2026 | May 12, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,210 | -100.0% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,137 | -100.0% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -294 | -100.0% | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -133 | -100.0% | Q1 2026 | Apr 24, 2026 |