SPSM — Spdr Series Trust Institutional Holders · Q3 2026

Name: Who Owns SPSM? 57 Institutions Hold $174M (Q3 2026)
Creator: ko.io

Who owns Spdr Series Trust (SPSM)? 57 institutions reported holding $173.90M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Peterson Wealth Advisors, LLC ($36.4M), Boston Standard Wealth Management, LLC ($19.9M), Taylor & Morgan Wealth Management, LLC ($16.6M).

Rank	Institution	Value	Shares	Change
1	Peterson Wealth Advisors, LLC	$36.4M	688,151	Added
2	Boston Standard Wealth Management, LLC	$19.9M	376,161	Trimmed
3	Taylor & Morgan Wealth Management, LLC	$16.6M	314,362	Added
4	Montz Harcus Wealth Management LLC	$16.1M	304,807	Added
5	Valeo Financial Advisors, LLC	$12.7M	240,369	Trimmed
6	WALLER FINANCIAL PLANNING GROUP, INC	$10.7M	201,879	Trimmed
7	RVW Wealth, LLC	$9.2M	174,333	Trimmed
8	Buska Wealth Management, LLC	$6.4M	120,913	Added
9	COLTON GROOME FINANCIAL ADVISORS, LLC	$5.8M	108,955	Added
10	Roan Capital Partners	$5.0M	94,124	Added
11	Farther Finance Advisors, LLC	$4.1M	78,152	Trimmed
12	LEGACY SOLUTIONS, LLC	$4.1M	76,690	Added
13	Breakwater Capital Group	$3.5M	66,117	Added
14	Bill Few Associates, Inc.	$3.4M	63,474	Added
15	Balefire, LLC	$2.3M	43,611	Added
16	CoreCap Advisors, LLC	$1.9M	36,199	Trimmed
17	Legacy Private Trust Co.	$1.6M	31,012	Trimmed
18	Lee-Kelleher Wealth Management	$1.3M	23,768	Trimmed
19	Go Invest LLC	$1.1M	20,603	Added
20	Planning Strategies Inc.	$1.1M	20,563	Trimmed
21	TITLEIST ASSET MANAGEMENT, LLC	$1.1M	20,047	Added
22	Delta Wealth Advisors LLC	$1.0M	18,983	Trimmed
23	CX Institutional	$773,000	14,615	Trimmed
24	Sunburst Financial Group, LLC	$742,435	14,045	Added
25	FINANCIAL MANAGEMENT NETWORK INC	$656,713	12,197	Trimmed

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