SPMD — Spdr Series Trust Institutional Holders · Q3 2026

Name: Who Owns SPMD? 43 Institutions Hold $212M (Q3 2026)
Creator: ko.io

Who owns Spdr Series Trust (SPMD)? 43 institutions reported holding $211.78M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($59.7M), Peterson Wealth Advisors, LLC ($49.1M), Montz Harcus Wealth Management LLC ($16.5M).

Rank	Institution	Value	Shares	Change
1	Farther Finance Advisors, LLC	$59.7M	947,740	Added
2	Peterson Wealth Advisors, LLC	$49.1M	778,920	Added
3	Montz Harcus Wealth Management LLC	$16.5M	261,586	Added
4	Venture Visionary Partners LLC	$16.2M	257,445	Trimmed
5	Gradient Investments LLC	$12.3M	195,020	Added
6	Avidian Wealth Enterprises, LLC	$9.4M	148,661	New
7	WALLER FINANCIAL PLANNING GROUP, INC	$8.9M	141,256	Trimmed
8	Bill Few Associates, Inc.	$7.0M	110,717	Added
9	TILIA FIDUCIARY PARTNERS, INC.	$4.7M	74,502	Added
10	Post Resch Tallon Group Inc.	$4.0M	64,204	Added
11	Breakwater Capital Group	$3.5M	54,838	Added
12	Financial Enhancement Group LLC	$2.5M	38,979	Trimmed
13	Wealth Enhancement Trust Services, Inc.	$1.9M	29,828	Added
14	Delta Wealth Advisors LLC	$1.6M	25,553	Added
15	CoreCap Advisors, LLC	$1.5M	24,507	Trimmed
16	Apella Capital, LLC	$1.5M	22,871	Added
17	Wedmont Private Capital	$1.4M	22,215	Added
18	Worth Asset Management, LLC	$1.4M	22,329	Added
19	Balefire, LLC	$1.4M	21,792	Added
20	FELL CAPITAL MANAGEMENT /ADV	$1.2M	19,065	Trimmed
21	FINANCIAL MANAGEMENT NETWORK INC	$932,771	14,507	Trimmed
22	COLTON GROOME FINANCIAL ADVISORS, LLC	$769,833	12,212	Trimmed
23	Taylor & Morgan Wealth Management, LLC	$718,719	11,401	Hold
24	GILPIN WEALTH MANAGEMENT, LLC	$609,345	9,666	Trimmed
25	TITLEIST ASSET MANAGEMENT, LLC	$400,985	6,361	Added

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