SPTS — Spdr Series Trust Institutional Holders · Q3 2026

Name: Who Owns SPTS? 23 Institutions Hold $251M (Q3 2026)
Creator: ko.io

Who owns Spdr Series Trust (SPTS)? 23 institutions reported holding $250.93M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CX Institutional ($139.9M), Heartwood Wealth Advisors LLC ($29.5M), Boston Standard Wealth Management, LLC ($27.2M).

Rank	Institution	Value	Shares	Change
1	CX Institutional	$139.9M	4.9M	Added
2	Heartwood Wealth Advisors LLC	$29.5M	1.0M	Added
3	Boston Standard Wealth Management, LLC	$27.2M	948,260	Added
4	Gradient Investments LLC	$20.3M	707,671	Added
5	Farther Finance Advisors, LLC	$10.7M	372,109	Added
6	Apella Capital, LLC	$8.8M	307,694	Trimmed
7	INTEGRATED CAPITAL MANAGEMENT, INC.	$6.7M	233,624	Added
8	SigFig Wealth Management, LLC	$2.3M	78,879	Trimmed
9	Tactive Advisors, LLC	$1.9M	67,205	Added
10	Successful Portfolios LLC	$1.2M	41,568	Trimmed
11	PUFF WEALTH MANAGEMENT, LLC	$981,610	34,238	Added
12	Acropolis Investment Management, LLC	$435,383	15,186	Added
13	First Heartland Consultants, Inc.	$256,711	8,954	Trimmed
14	Financial Enhancement Group LLC	$247,737	8,647	Trimmed
15	CoreCap Advisors, LLC	$212,359	7,407	Trimmed
16	Wealth Enhancement Trust Services, Inc.	$83,974	2,929	Trimmed
17	Retirement Wealth Solutions LLC	$80,793	2,818	New
18	EASTERN BANK	$79,302	2,766	Added
19	Versant Capital Management, Inc	$65,546	2,286	Added
20	Investors Research Corp	$21,072	735	Hold
21	Aventus Investment Advisors, Inc.	$19,266	672	Trimmed
22	GK Wealth Management LLC	$8,573	299	New
23	Sound Income Strategies, LLC	$0	0	Exited

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