SMLV — Spdr Series Trust Institutional Holders · Q3 2026
Who owns Spdr Series Trust (SMLV)? 4 institutions reported holding $9.38M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Roan Capital Partners ($5.5M), McNaughton Wealth Management, LLC ($2.8M), HF Advisory Group, LLC ($1.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Roan Capital Partners | $5.5M | 36,590 | Added |
| 2 | McNaughton Wealth Management, LLC | $2.8M | 18,363 | Trimmed |
| 3 | HF Advisory Group, LLC | $1.1M | 7,541 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $8,852 | 59 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30