SPDR SERIES TRUST

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ONEY·78468R770·US·etf·Unknown - Unknown

STATE STREET SPD

ONEY (SPDR SERIES TRUST) is held by 41 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($72M), AMERIPRISE FINANCIAL INC ($70.7M), Creative Planning ($29.1M). Net institutional sentiment: Mixed.

41

Holders

Avg rating(8 Elite)

$286.6M

Total Value

63% (45)

Fund Consensus

26 buying - 15 selling

Smart Money Verdict

View all

60Mixed MomentumSingle Source

Institutional (13F)60

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how ONEY's score breaks down across 4 SEC sources

Holder Quality

8

★★★★★

Elite

16

★★★★

Strong

16

★★★

Solid

5

★★

Below

0

★

Weak

Held by 41 funds

8 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (41)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	600,011(-9.0%)	$72M	0.0%	+48.67%	0
AMERIPRISE FINANCIAL INC	Decreased	588,449(-1.3%)	$70.7M	0.0%	+28.83%	0
Creative Planning	Decreased	242,772(-1.0%)	$29.1M	0.0%	+44.47%	0
Mariner, LLC	Increased	216,622(+2.4%)	$26M	0.0%	+30.36%	29
RAYMOND JAMES FINANCIAL INC	Decreased	173,536(-9.7%)	$20.8M	0.0%	+17.87%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	94,836(+15.5%)	$11.4M	0.0%	+25.91%	32
WAWaverly Advisors, LLC	Increased	65,654(+7.9%)	$7.9M	0.1%	+7.69%	30
Cetera Investment Advisers	Increased	58,981(+53.2%)	$7.1M	0.0%	+11.15%	38
Steward Partners Investment Advisory, LLC	Decreased	57,364(-6.4%)	$6.9M	0.0%	+16.49%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	54,653(-9.3%)	$6.6M	0.0%	+42.67%	0
Equitable Holdings, Inc.	Increased	43,771(+8.5%)	$5M	0.0%	+27.61%	29
BANK OF AMERICA CORP /DE/	Increased	31,344(+31.6%)	$3.8M	0.0%	+12.81%	34
OSAIC HOLDINGS, INC.	Increased	30,662(+2.5%)	$3.7M	0.0%	+21.60%	27
Kestra Advisory Services, LLC	Increased	18,831(+261.8%)	$2.3M	0.0%	+4.10%	42
JONES FINANCIAL COMPANIES LLLP	Increased	17,385(+29.6%)	$2.1M	0.0%	+11.33%	33
Private Advisor Group, LLC	Decreased	13,185(-68.0%)	$1.6M	0.0%	+45.22%	0
GOLDMAN SACHS GROUP INC	Increased	10,726(+361.5%)	$1.3M	0.0%	+1.24%	41
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	10,656(-56.0%)	$1.3M	0.0%	+9.60%	0
Bank of New York Mellon Corp	Increased	6,540(+18.9%)	$785,190	0.0%	+10.82%	29
COMMONWEALTH EQUITY SERVICES, LLC	Increased	6,534(+7.5%)	$784,400	0.0%	+65.74%	27

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer