TFI — Spdr Series Trust Institutional Holders · Q3 2026
Who owns Spdr Series Trust (TFI)? 18 institutions reported holding $30.78M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Avidian Wealth Enterprises, LLC ($6.0M), Collective Family Office LLC ($5.7M), GAMMA Investing LLC ($5.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Avidian Wealth Enterprises, LLC | $6.0M | 141,386 | Trimmed |
| 2 | COLLECTIVE FAMILY OFFICE LLC | $5.7M | 132,159 | Added |
| 3 | GAMMA Investing LLC | $5.6M | 130,519 | Added |
| 4 | Versant Capital Management, Inc | $3.2M | 74,253 | Added |
| 5 | INTEGRATED CAPITAL MANAGEMENT, INC. | $2.6M | 61,083 | Trimmed |
| 6 | Farther Finance Advisors, LLC | $2.0M | 46,215 | Added |
| 7 | CX Institutional | $1.7M | 40,568 | Trimmed |
| 8 | Retirement Wealth Solutions LLC | $1.1M | 26,651 | Added |
| 9 | Gradient Investments LLC | $1.0M | 23,809 | Trimmed |
| 10 | CYPRESS FINANCIAL PLANNING LLC | $514,352 | 12,026 | Trimmed |
| 11 | COLTON GROOME FINANCIAL ADVISORS, LLC | $426,417 | 9,970 | Trimmed |
| 12 | JUNCTURE WEALTH STRATEGIES, LLC | $360,081 | 8,419 | Added |
| 13 | SigFig Wealth Management, LLC | $274,498 | 6,418 | Trimmed |
| 14 | Balefire, LLC | $253,026 | 5,916 | Added |
| 15 | CoreCap Advisors, LLC | $16,167 | 378 | Added |
| 16 | Bank of New Hampshire | $0 | 0 | Exited |
| 17 | PFW Advisors LLC | $0 | 0 | Exited |
| 18 | Exchange Bank | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30