SPDR SERIES TRUST - SPTS

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$4.959B
QoQ value delta ($000)
+$295.2M (+6.33%)
Implied price effect (QoQ)
-0.13%
Shares
Total shares
169,351,358
QoQ shares delta
+10,295,628 (+6.47%)
Total shares held by funds (by quarter)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
Municipal Employees' Retirement System of Michigan 757,760 25,879,762 8.57%
BANK OF AMERICA CORP /DE/ 395,202 13,497,346 0.03%
STATE STREET CORP 390,058 13,321,666 0.01%
LPL Financial LLC 247,346 8,447,629 0.07%
Richard Bernstein Advisors LLC 208,176 7,109,860 6.12%
ENVESTNET ASSET MANAGEMENT INC 168,032 5,738,831 0.05%
GLOBALT Investments LLC / GA 129,964 4,438,690 4.74%
AMERIPRISE FINANCIAL INC 128,412 4,385,427 0.03%
Members Trust Co 103,025 3,518,624 3.36%
Cerity Partners LLC 89,250 3,048,181 0.13%
EVERMAY WEALTH MANAGEMENT LLC 79,680 2,721,333 8.94%
WELLS FARGO & COMPANY/MN 75,247 2,569,944 0.01%
ROYAL BANK OF CANADA 67,029 2,289,273 0.01%
FLPUTNAM INVESTMENT MANAGEMENT CO 65,476 2,236,214 0.95%
HighTower Advisors, LLC 59,386 2,028,225 0.06%
Modern Wealth Management, LLC 53,645 1,832,139 0.98%
Portland Global Advisors LLC 48,108 1,643,042 5.16%
GM Advisory Group, LLC 47,853 1,634,344 1.87%
DAGCO, INC. 44,329 1,513,995 10.24%
MORGAN STANLEY 44,174 1,508,707 0.0%
TRUIST FINANCIAL CORP 42,313 1,445,128 0.06%
CWM, LLC 42,264 1,443,445 0.11%
CAPE COD FIVE CENTS SAVINGS BANK 40,586 1,380,036 3.72%
CASTLEARK MANAGEMENT LLC 39,061 1,334,080 1.15%
Gerber Kawasaki Wealth & Investment Management 35,374 1,208,147 1.23%