SPTL — Spdr Series Trust Institutional Holders · Q3 2026
Who owns Spdr Series Trust (SPTL)? 20 institutions reported holding $160.68M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($115.6M), Gradient Investments LLC ($23.3M), Avidian Wealth Enterprises, LLC ($7.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $115.6M | 4.8M | Added |
| 2 | Gradient Investments LLC | $23.3M | 978,923 | Added |
| 3 | Avidian Wealth Enterprises, LLC | $7.6M | 319,863 | Added |
| 4 | CoreCap Advisors, LLC | $3.3M | 136,974 | Trimmed |
| 5 | INTEGRATED CAPITAL MANAGEMENT, INC. | $2.7M | 114,632 | Added |
| 6 | Roan Capital Partners | $2.5M | 105,822 | Added |
| 7 | Boltwood Capital Management | $2.0M | 83,755 | Added |
| 8 | Balefire, LLC | $1.1M | 45,058 | Added |
| 9 | Friday Financial | $732,560 | 30,754 | New |
| 10 | Venture Visionary Partners LLC | $488,824 | 20,495 | Trimmed |
| 11 | Versant Capital Management, Inc | $448,355 | 18,799 | Trimmed |
| 12 | Stonebridge Financial Group, LLC | $313,127 | 13,129 | Added |
| 13 | BAKER TILLY WEALTH MANAGEMENT, LLC | $252,309 | 10,579 | Added |
| 14 | GK Wealth Management LLC | $219,803 | 9,216 | Trimmed |
| 15 | Planning Strategies Inc. | $18,221 | 764 | Hold |
| 16 | CX Institutional | $15,000 | 629 | Hold |
| 17 | Paladin Partners, LLC | $6,917 | 290 | Hold |
| 18 | TOTH FINANCIAL ADVISORY CORP | $3,983 | 167 | New |
| 19 | MassMutual Private Wealth & Trust, FSB | $882 | 37 | New |
| 20 | Capital Planning LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30