SPTM — Spdr Series Trust Institutional Holders · Q3 2026

Name: Who Owns SPTM? 49 Institutions Hold $311M (Q3 2026)
Creator: ko.io

Who owns Spdr Series Trust (SPTM)? 49 institutions reported holding $310.65M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Rosenberg Matthew Hamilton ($82.6M), Legacy Private Trust Co. ($56.5M), Boston Standard Wealth Management, LLC ($32.2M).

Rank	Institution	Value	Shares	Change
1	Rosenberg Matthew Hamilton	$82.6M	897,808	Added
2	Legacy Private Trust Co.	$56.5M	613,626	Trimmed
3	Boston Standard Wealth Management, LLC	$32.2M	349,333	Added
4	RVW Wealth, LLC	$27.4M	297,605	Trimmed
5	SigFig Wealth Management, LLC	$25.0M	271,829	Trimmed
6	Farther Finance Advisors, LLC	$13.8M	150,094	Trimmed
7	ECLECTIC ASSOCIATES INC /ADV	$13.2M	143,024	Added
8	Investors Research Corp	$11.7M	127,175	Trimmed
9	Balefire, LLC	$10.4M	113,283	Trimmed
10	INTEGRATED CAPITAL MANAGEMENT, INC.	$6.5M	70,120	Trimmed
11	Apeiron RIA LLC	$6.4M	68,851	Added
12	Decker Wealth Management LLC	$2.2M	23,663	Added
13	COLTON GROOME FINANCIAL ADVISORS, LLC	$1.8M	19,482	Trimmed
14	Peterson Wealth Advisors, LLC	$1.7M	18,289	Trimmed
15	Galvin, Gaustad & Stein, LLC	$1.6M	17,227	Added
16	TLWM	$1.4M	15,497	Added
17	WALLER FINANCIAL PLANNING GROUP, INC	$1.4M	14,925	Trimmed
18	GILPIN WEALTH MANAGEMENT, LLC	$1.3M	14,513	Trimmed
19	Emprise Bank	$1.3M	14,235	Trimmed
20	Friday Financial	$1.3M	14,012	Trimmed
21	Sunburst Financial Group, LLC	$1.2M	13,116	Trimmed
22	Financial Enhancement Group LLC	$1.2M	12,336	Trimmed
23	Cambridge Financial Group, LLC	$846,799	9,327	Hold
24	CogentBlue Wealth Advisors, LLC	$789,262	8,574	Hold
25	CoreCap Advisors, LLC	$744,412	8,087	Trimmed

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