SPAB — Spdr Series Trust Institutional Holders · Q3 2026

Name: Who Owns SPAB? 29 Institutions Hold $188M (Q3 2026)
Creator: ko.io

Who owns Spdr Series Trust (SPAB)? 29 institutions reported holding $187.93M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($64.3M), Gradient Investments LLC ($59.9M), Waller Financial Planning Group, Inc ($22.7M).

Rank	Institution	Value	Shares	Change
1	Apella Capital, LLC	$64.3M	2.6M	Added
2	Gradient Investments LLC	$59.9M	2.5M	Added
3	WALLER FINANCIAL PLANNING GROUP, INC	$22.7M	929,817	Trimmed
4	SigFig Wealth Management, LLC	$16.0M	656,390	Added
5	Balefire, LLC	$7.3M	298,507	Trimmed
6	Barden Capital Management, Inc.	$5.3M	216,403	Added
7	LEGACY SOLUTIONS, LLC	$2.7M	111,612	Added
8	FIRST FINANCIAL BANK - TRUST DIVISION	$2.1M	87,576	Added
9	HF Advisory Group, LLC	$1.7M	68,361	Added
10	TrueWealth Advisors, LLC	$1.3M	53,982	Trimmed
11	Farther Finance Advisors, LLC	$940,126	38,593	Trimmed
12	FELL CAPITAL MANAGEMENT /ADV	$853,623	35,042	Added
13	CoreCap Advisors, LLC	$447,613	18,374	Trimmed
14	ECLECTIC ASSOCIATES INC /ADV	$414,729	17,025	Added
15	COLTON GROOME FINANCIAL ADVISORS, LLC	$385,862	15,840	Trimmed
16	Plan A Wealth LLC	$373,195	15,320	Trimmed
17	Kure Advisory, LLC	$332,732	13,659	Added
18	Heartwood Wealth Advisors LLC	$244,014	10,017	Trimmed
19	Cooper Financial Group	$208,823	8,572	Trimmed
20	Wealth Enhancement Trust Services, Inc.	$139,071	5,709	Trimmed
21	Bullock Wealth Management Group	$116,755	4,799	Added
22	Rosenberg Matthew Hamilton	$98,062	4,026	Added
23	Planning Strategies Inc.	$71,448	2,933	Trimmed
24	CX Institutional	$39,000	1,598	Hold
25	Aventus Investment Advisors, Inc.	$16,069	660	Added

Source: SEC Form 13F filings · as of 2026-09-30