Who Owns SPDR SERIES TRUST (SPMD)? -- Institutional Holders (2026-06-30)
878 institutions reported holding $16.65B of SPDR SERIES TRUST (SPMD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Creative Planning ($6.84B), Betterment LLC ($1.27B), LPL Financial LLC ($909.1M), BANK OF AMERICA CORP /DE/ ($585.0M), Valmark Advisers, Inc. ($479.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Creative Planning | $6.84B | 101.2M | Added |
| 2 | Betterment LLC | $1.27B | 18.9M | Trimmed |
| 3 | LPL Financial LLC | $909.1M | 13.5M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $585.0M | 8.7M | Added |
| 5 | Valmark Advisers, Inc. | $479.6M | 7.1M | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $303.2M | 4.5M | Added |
| 7 | MORGAN STANLEY | $263.0M | 3.9M | Added |
| 8 | AlTi Global, Inc. | $189.4M | 2.8M | Trimmed |
| 9 | Facet Wealth, Inc. | $178.1M | 2.6M | Added |
| 10 | First Command Advisory Services, Inc. | $137.7M | 2.0M | Added |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $129.6M | 1.9M | Trimmed |
| 12 | UBS Group AG | $115.9M | 1.7M | Trimmed |
| 13 | HighTower Advisors, LLC | $111.3M | 1.6M | Trimmed |
| 14 | Koss-Olinger Consulting, LLC | $106.3M | 1.6M | Added |
| 15 | OSAIC HOLDINGS, INC. | $103.8M | 1.5M | Added |
| 16 | WELLS FARGO & COMPANY/MN | $102.6M | 1.5M | Added |
| 17 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $100.7M | 1.5M | Added |
| 18 | MASON STREET ADVISORS, LLC | $95.9M | 1.4M | Trimmed |
| 19 | Hancock Prospecting Pty Ltd | $95.3M | 1.4M | Hold |
| 20 | BLAIR WILLIAM & CO/IL | $87.5M | 1.3M | Added |
| 21 | Wealthcare Advisory Partners LLC | $83.1M | 1.2M | Added |
| 22 | RAYMOND JAMES FINANCIAL INC | $82.7M | 1.2M | Added |
| 23 | Hills Bank & Trust Co | $82.2M | 1.2M | Trimmed |
| 24 | Cornerstone Wealth Management, LLC | $74.9M | 1.1M | Trimmed |
| 25 | Royal Bank of Canada | $71.0M | 1.1M | Added |
Source: SEC Form 13F filings · as of 2026-06-30