SPDR SER TR

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SPIB·78464A375·US·ETF

SPIB (SPDR SER TR) is held by 98 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($1.9B), ENVESTNET ASSET MANAGEMENT INC ($404.9M), MORGAN STANLEY ($386.1M). Net institutional sentiment: Mixed.

98

Holders

(13 Elite)

$5.4B

Total Value

66% (95)

Consensus

63 buying - 32 selling

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

Smart Money Verdict

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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

13 elite

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (98)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	58.1M(+11.9%)	$1.9B	0.4%	+6.47%	43
ENVESTNET ASSET MANAGEMENT INC	Increased	12.1M(+4.9%)	$404.9M	0.1%	+11.13%	33
MORGAN STANLEY	Increased	11.5M(+117.2%)	$386.1M	0.0%	+1.26%	50
Creative Planning	Decreased	7.7M(-3.8%)	$256.8M	0.2%	+11.99%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	7.5M(-60.9%)	$250.4M	0.0%	+11.78%	0
D.A. DAVIDSON & CO.	Increased	6.7M(+2.9%)	$223.1M	1.2%	+12.36%	50
WAWaverly Advisors, LLC	Increased	5.7M(+6.5%)	$192.4M	1.1%	+2.27%	51
ASSETMARK, INC	Increased	5.3M(+1.9%)	$177.3M	0.3%	+7.81%	37
WELLS FARGO & COMPANY/MN	Increased	5.3M(+4.1%)	$176.8M	0.0%	+9.16%	32
RAYMOND JAMES FINANCIAL INC	Increased	5.3M(+2.8%)	$176.7M	0.0%	+2.83%	31
HighTower Advisors, LLC	Increased	3.5M(+2.4%)	$115.7M	0.1%	+12.56%	37
AMERIPRISE FINANCIAL INC	Decreased	3M(-1.2%)	$99.6M	0.0%	+4.70%	0
OSAIC HOLDINGS, INC.	Increased	2.5M(+18.4%)	$82.9M	0.1%	+5.60%	35
State of New Jersey Common Pension Fund D	Increased	2.3M(+66.4%)	$75.5M	0.3%	+6.12%	52
Cetera Investment Advisers	Increased	2.2M(+6.4%)	$73.7M	0.1%	+3.72%	32
ROYAL BANK OF CANADA	Increased	1.8M(+15.1%)	$60.6M	0.0%	-0.72%	34
Private Advisor Group, LLC	Increased	1.5M(+2.4%)	$50.1M	0.2%	+11.26%	36
BANK OF AMERICA CORP /DE/	Decreased	1.5M(-3.9%)	$49.8M	0.0%	+3.58%	0
Point72 Asset Management, L.P.	Unchanged	1.4M	$47.2M	0.1%	+9.70%	0
Zurich Insurance Group Ltd/FI	Unchanged	1.4M	$46.9M	0.3%	+6.62%	0

Showing 1-20 of 103

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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