SPDR SERIES TRUST

Watch

Share

SPIB·78464A375·US·ETF

SPIB institutional ownership changes in Q2 2026: 63 institutions opened or added positions, 32 trimmed or exited. SPIB (SPDR SERIES TRUST) is held by 98 institutional investors as of Q2 2026. Top institutional shareholders: LPL Financial LLC ($1.9B), ENVESTNET ASSET MANAGEMENT INC ($404.9M), MORGAN STANLEY ($386.1M). Net institutional sentiment: Mixed.

98

Holders

(17 Elite)

$5.4B

Total Value

66% (95)

Consensus

63 buying - 32 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Loading verdict

Institutional (13F)36

Insider (Form 4)39

Activist (13D/13G)75

Congressional (STOCK Act)73

Holder Quality

83

★★★★★

Elite

27

★★★★

Strong

11

★★★

Solid

49

★★

Below

60

★

Weak

Held by 98 funds

17 elite

Who's Trading

Source dates: Price Oct 22, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SPIB.

Top Holders

Top Holders (98)History

AllNewIncreasedHeldDecreasedExitedFirst report

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	58.1M(+11.9%)	$1.9B	0.4%	+6.97%	43
ENVESTNET ASSET MANAGEMENT INC	Increased	12.1M(+4.9%)	$404.9M	0.1%	+11.65%	33
MORGAN STANLEY	Increased	11.5M(+117.2%)	$386.1M	0.0%	+1.73%	50
Creative Planning	Decreased	7.7M(-3.8%)	$256.8M	0.2%	+12.51%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	7.5M(-60.9%)	$250.4M	0.0%	+12.30%	0
D.A. DAVIDSON & CO.	Increased	6.7M(+2.9%)	$223.1M	1.2%	+12.88%	50
WAWaverly Advisors, LLC	Increased	5.7M(+6.5%)	$192.4M	1.1%	+2.74%	51
ASSETMARK, INC	Increased	5.3M(+1.9%)	$177.3M	0.3%	+8.31%	37
WELLS FARGO & COMPANY/MN	Increased	5.3M(+4.1%)	$176.8M	0.0%	+10.16%	32
RAYMOND JAMES FINANCIAL INC	Increased	5.3M(+2.8%)	$176.7M	0.0%	+3.30%	31
HighTower Advisors, LLC	Increased	3.5M(+2.4%)	$115.7M	0.1%	+13.08%	37
AMERIPRISE FINANCIAL INC	Decreased	3M(-1.2%)	$99.6M	0.0%	+5.19%	0
OSAIC HOLDINGS, INC.	Increased	2.5M(+18.4%)	$82.9M	0.1%	+6.09%	35
State of New Jersey Common Pension Fund D	Increased	2.3M(+66.4%)	$75.5M	0.3%	+6.62%	52
Cetera Investment Advisers	Increased	2.2M(+6.4%)	$73.7M	0.1%	+4.20%	32
ROYAL BANK OF CANADA	Increased	1.8M(+15.1%)	$60.6M	0.0%	+2.01%	34
Private Advisor Group, LLC	Increased	1.5M(+2.4%)	$50.1M	0.2%	+11.78%	36
BANK OF AMERICA CORP /DE/	Decreased	1.5M(-3.9%)	$49.8M	0.0%	+12.07%	0
Point72 Asset Management, L.P.	Unchanged	1.4M	$47.2M	0.1%	+10.21%	0
Zurich Insurance Group Ltd/FI	Unchanged	1.4M	$46.9M	0.3%	+7.11%	0

Showing 1-20 of 103

Per page:

1 / 6

SPIBSPDR SERIES TRUST

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Similar stocks

FISVFiserv Inc

336 holders · $21.1B

SPYState Street Spdr S&P 500 Etf

296 holders · $348.5B

IVViShares Core S&P 500 ETF

263 holders · $566.9B

QQQINVESCO QQQ TR

246 holders · $125.8B

VOOVANGUARD INDEX FDS

246 holders · $265B

IWMISHARES TR

242 holders · $68.1B

GLDSPDR GOLD TR

238 holders · $33.2B

XLFSELECT SECTOR SPDR TR

225 holders · $31.5B

XLESELECT SECTOR SPDR TR

223 holders · $17.3B

EFAIshares Msci Eafe Etf

221 holders · $47.1B

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer