SPTI — Spdr Series Trust Institutional Holders · Q3 2026
Who owns Spdr Series Trust (SPTI)? 17 institutions reported holding $218.96M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stephens Group Asset Management, LLC ($79.9M), CX Institutional ($63.0M), Gradient Investments LLC ($41.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $79.9M | 2.9M | Added |
| 2 | CX Institutional | $63.0M | 2.3M | Added |
| 3 | Gradient Investments LLC | $41.7M | 1.5M | Trimmed |
| 4 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $18.9M | 692,007 | New |
| 5 | INTEGRATED CAPITAL MANAGEMENT, INC. | $6.1M | 223,718 | Trimmed |
| 6 | Farther Finance Advisors, LLC | $3.3M | 119,284 | Trimmed |
| 7 | Hardin Capital Partners, LLC | $1.4M | 50,293 | Added |
| 8 | WALLER FINANCIAL PLANNING GROUP, INC | $1.2M | 44,545 | Added |
| 9 | Boltwood Capital Management | $1.1M | 41,010 | Hold |
| 10 | PUFF WEALTH MANAGEMENT, LLC | $960,133 | 35,195 | Added |
| 11 | Pathway Financial Advisors LLC | $727,203 | 26,657 | Trimmed |
| 12 | Wedmont Private Capital | $387,629 | 14,194 | Trimmed |
| 13 | Apella Capital, LLC | $213,890 | 7,846 | New |
| 14 | CoreCap Advisors, LLC | $99,247 | 3,638 | Trimmed |
| 15 | GK Wealth Management LLC | $31,379 | 1,150 | New |
| 16 | EASTERN BANK | $2,455 | 90 | Hold |
| 17 | Sound Income Strategies, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30