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Who Owns SPDR SERIES TRUST (SPIB)? -- Institutional Holders (2026-06-30)

627 institutions reported holding $9.51B of SPDR SERIES TRUST (SPIB) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($1.95B), American Family Investments, Inc. ($489.5M), ENVESTNET ASSET MANAGEMENT INC ($404.9M), Municipal Employees' Retirement System of Michigan ($397.5M), MORGAN STANLEY ($386.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$1.95B58.1MAdded
2American Family Investments, Inc.$489.5M14.6MAdded
3ENVESTNET ASSET MANAGEMENT INC$404.9M12.1MAdded
4Municipal Employees' Retirement System of Michigan$397.5M11.9MAdded
5MORGAN STANLEY$386.1M11.5MAdded
6Creative Planning$256.8M7.7MTrimmed
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC$250.4M7.5MTrimmed
8Sixth Street Partners Management Company, L.P.$250.4M7.5MNew
9D.A. DAVIDSON & CO.$223.1M6.7MAdded
10Wealth Management Nebraska$211.1M6.3MAdded
11Waverly Advisors, LLC$192.4M5.7MAdded
12ASSETMARK, INC$177.3M5.3MAdded
13WELLS FARGO & COMPANY/MN$176.8M5.3MAdded
14RAYMOND JAMES FINANCIAL INC$176.7M5.3MAdded
15CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$148.9M4.5MAdded
16HighTower Advisors, LLC$115.7M3.5MAdded
17AMERIPRISE FINANCIAL INC$99.6M3.0MTrimmed
18CASTLEARK MANAGEMENT LLC$90.0M2.7MHold
19Capital Analysts, LLC$88.3M2.6MAdded
20OSAIC HOLDINGS, INC.$82.9M2.5MAdded
21State of New Jersey Common Pension Fund D$75.5M2.3MAdded
22Cetera Investment Advisers$73.7M2.2MAdded
23Tower Research Capital LLC (TRC)$69.7M2.1MAdded
24CAPITAL ADVISORS INC/OK$66.3M2.0MAdded
25Royal Bank of Canada$60.6M1.8MAdded

Source: SEC Form 13F filings · as of 2026-06-30