KIE — Spdr Series Trust Institutional Holders · Q3 2026
Who owns Spdr Series Trust (KIE)? 9 institutions reported holding $2.89M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Toth Financial Advisory Corp ($1.4M), Kaizen Financial Strategies ($503,100), First Heartland Consultants, Inc. ($335,587).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TOTH FINANCIAL ADVISORY CORP | $1.4M | 23,829 | Added |
| 2 | Kaizen Financial Strategies | $503,100 | 8,600 | Added |
| 3 | First Heartland Consultants, Inc. | $335,587 | 5,737 | Added |
| 4 | Stonebridge Financial Group, LLC | $295,483 | 5,051 | New |
| 5 | CoreCap Advisors, LLC | $199,778 | 3,415 | Hold |
| 6 | EASTERN BANK | $121,388 | 2,075 | Hold |
| 7 | Farther Finance Advisors, LLC | $30,414 | 520 | Trimmed |
| 8 | Rosenberg Matthew Hamilton | $9,536 | 163 | Hold |
| 9 | Central Pacific Bank - Trust Division | $1,404 | 24 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30