SPMB — Spdr Series Trust Institutional Holders · Q3 2026
Who owns Spdr Series Trust (SPMB)? 16 institutions reported holding $116.74M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($69.8M), CX Institutional ($37.9M), Boltwood Capital Management ($5.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $69.8M | 3.3M | Trimmed |
| 2 | CX Institutional | $37.9M | 1.8M | Trimmed |
| 3 | Boltwood Capital Management | $5.2M | 248,177 | Added |
| 4 | Farther Finance Advisors, LLC | $2.7M | 129,726 | Added |
| 5 | Balefire, LLC | $402,019 | 19,017 | Trimmed |
| 6 | BAKER TILLY WEALTH MANAGEMENT, LLC | $295,389 | 13,973 | Added |
| 7 | GK Wealth Management LLC | $289,253 | 13,683 | Trimmed |
| 8 | CoreCap Advisors, LLC | $62,775 | 2,969 | Hold |
| 9 | ARMSTRONG ADVISORY GROUP, INC | $17,142 | 811 | New |
| 10 | TOMPKINS FINANCIAL CORP | $11,986 | 567 | New |
| 11 | MJT & Associates Financial Advisory Group, Inc. | $6,173 | 292 | Hold |
| 12 | EASTERN BANK | $3,805 | 180 | Hold |
| 13 | Planning Strategies Inc. | $740 | 35 | Hold |
| 14 | Acropolis Investment Management, LLC | $0 | 0 | Exited |
| 15 | Davis Capital Management | $0 | 0 | Exited |
| 16 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30