Who Owns SPDR SERIES TRUST (SMLV)? -- Institutional Holders (2026-06-30)
105 institutions reported holding $153.5M of SPDR SERIES TRUST (SMLV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Howard Capital Management Inc. ($19.2M), DORVAL Corp ($12.7M), Cambridge Investment Research Advisors, Inc. ($12.1M), OSAIC HOLDINGS, INC. ($12.1M), McKinney Capital Management, LLC ($10.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Howard Capital Management Inc. | $19.2M | 121,811 | New |
| 2 | DORVAL Corp | $12.7M | 80,869 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $12.1M | 77,089 | Added |
| 4 | OSAIC HOLDINGS, INC. | $12.1M | 76,601 | Trimmed |
| 5 | McKinney Capital Management, LLC | $10.0M | 63,794 | New |
| 6 | LPL Financial LLC | $9.8M | 61,981 | Added |
| 7 | AQR CAPITAL MANAGEMENT LLC | $9.2M | 58,197 | Added |
| 8 | Roan Capital Partners | $5.5M | 35,075 | Added |
| 9 | UBS Group AG | $3.5M | 22,259 | Added |
| 10 | Cetera Investment Advisers | $3.2M | 20,186 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 19,335 | Added |
| 12 | McNaughton Wealth Management, LLC | $2.9M | 18,455 | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 14,200 | Trimmed |
| 14 | Johnson & White Wealth Management, LLC | $2.0M | 12,562 | Trimmed |
| 15 | BANK OF AMERICA CORP /DE/ | $1.9M | 12,083 | Added |
| 16 | TWO SIGMA INVESTMENTS, LP | $1.9M | 11,900 | Added |
| 17 | Royal Bank of Canada | $1.9M | 11,813 | Trimmed |
| 18 | IAG Wealth Partners, LLC | $1.8M | 11,606 | Trimmed |
| 19 | MORGAN STANLEY | $1.8M | 11,532 | Added |
| 20 | Integrated Wealth Concepts LLC | $1.8M | 11,367 | New |
| 21 | IEQ CAPITAL, LLC | $1.7M | 10,817 | Trimmed |
| 22 | NorthRock Partners, LLC | $1.6M | 9,880 | Trimmed |
| 23 | PNC Financial Services Group, Inc. | $1.5M | 9,620 | Added |
| 24 | CITADEL ADVISORS LLC | $1.4M | 9,152 | Added |
| 25 | NewEdge Advisors, LLC | $1.4M | 8,657 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30