SPIB — Spdr Series Trust Institutional Holders · Q3 2026

Name: Who Owns SPIB? 36 Institutions Hold $249M (Q3 2026)
Creator: ko.io

Who owns Spdr Series Trust (SPIB)? 36 institutions reported holding $249.32M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stephens Group Asset Management, LLC ($46.5M), Mfa Wealth Advisors, LLC ($45.9M), Gradient Investments LLC ($44.3M).

Rank	Institution	Value	Shares	Change
1	STEPHENS GROUP ASSET MANAGEMENT, LLC	$46.5M	1.4M	Added
2	MFA WEALTH ADVISORS, LLC	$45.9M	1.4M	Added
3	Gradient Investments LLC	$44.3M	1.4M	Trimmed
4	Apella Capital, LLC	$33.6M	1.0M	Added
5	GoalVest Advisory LLC	$20.7M	641,978	Added
6	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$19.9M	617,773	New
7	Breakwater Capital Group	$6.5M	201,557	Added
8	Farther Finance Advisors, LLC	$5.8M	178,622	Trimmed
9	Freestate Advisors LLC	$4.7M	145,686	Trimmed
10	Rosenberg Matthew Hamilton	$4.4M	136,966	Added
11	Roan Capital Partners	$4.3M	132,589	Added
12	GILPIN WEALTH MANAGEMENT, LLC	$2.5M	76,205	Trimmed
13	INTEGRATED CAPITAL MANAGEMENT, INC.	$2.4M	72,994	Trimmed
14	TrueWealth Advisors, LLC	$1.5M	45,050	Trimmed
15	DAVIDSON TRUST CO	$1.4M	43,672	Added
16	TILIA FIDUCIARY PARTNERS, INC.	$978,523	30,314	Added
17	EASTERN BANK	$856,033	26,519	Added
18	MassMutual Private Wealth & Trust, FSB	$711,193	22,032	Trimmed
19	Trust Co	$485,409	15,037	Added
20	JUNCTURE WEALTH STRATEGIES, LLC	$415,444	12,870	Added
21	Elm3 Financial Group, LLC	$361,923	11,212	New
22	Sound Income Strategies, LLC	$306,924	9,493	Trimmed
23	ECLECTIC ASSOCIATES INC /ADV	$278,173	8,617	Added
24	Balefire, LLC	$264,466	8,193	Trimmed
25	CoreCap Advisors, LLC	$180,731	5,598	Added

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