SPDR SERIES TRUST

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SPTM·78464A805·US·ETF

SPTM (SPDR SERIES TRUST) is held by 107 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($753.6M), ASSETMARK, INC ($500.1M), Creative Planning ($385.4M). Net institutional sentiment: Mixed.

107

Holders

(12 Elite)

$3.9B

Total Value

55% (96)

Consensus

53 buying - 43 selling

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

Smart Money Verdict

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Institutional (13F)48

Insider (Form 4)74

Activist (13D/13G)82

Congressional (STOCK Act)58

Holder Quality

19

★★★★★

Elite

27

★★★★

Strong

27

★★★

Solid

65

★★

Below

60

★

Weak

Held by 107 funds

12 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (107)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	8.3M(-2.4%)	$753.6M	0.2%	+99.81%	0
ASSETMARK, INC	Increased	5.5M(+1.3%)	$500.1M	0.9%	+17.48%	45
Creative Planning	Increased	4.2M(+2.9%)	$385.4M	0.2%	+29.16%	38
Tidal Investments LLC	Increased	2.9M(+1.5%)	$266.8M	0.5%	+13.93%	37
Private Advisor Group, LLC	Decreased	2.6M(-15.0%)	$238.8M	1.1%	+95.74%	0
MORGAN STANLEY	Increased	1.6M(+2.5%)	$142.4M	0.0%	+37.78%	31
OSAIC HOLDINGS, INC.	Increased	1.5M(+7.2%)	$139.9M	0.2%	+72.73%	39
AMERIPRISE FINANCIAL INC	Increased	1.5M(+17.5%)	$135.9M	0.0%	+48.98%	35
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	1.4M(+1.8%)	$131.1M	0.2%	+79.09%	37
Allworth Financial LP	Decreased	1M(-2.3%)	$95.1M	0.4%	+102.72%	0
WELLS FARGO & COMPANY/MN	Increased	1M(+0.5%)	$93.6M	0.0%	+69.08%	30
ENVESTNET ASSET MANAGEMENT INC	Decreased	999,405(-1.2%)	$90.7M	0.0%	+67.19%	0
BANK OF AMERICA CORP /DE/	Decreased	913,019(-6.2%)	$82.9M	0.0%	+47.26%	0
Cerity Partners LLC	Decreased	733,767(-1.2%)	$66.6M	0.1%	+65.25%	0
AQR CAPITAL MANAGEMENT LLC	Increased	689,429(+7.9%)	$62.6M	0.0%	+23.13%	32
HUNTINGTON NATIONAL BANK	Decreased	657,860(-4.7%)	$59.7M	0.3%	+49.84%	0
RAYMOND JAMES FINANCIAL INC	Decreased	632,610(-15.9%)	$57.4M	0.0%	+29.50%	0
STATE OF MICHIGAN RETIREMENT SYSTEM	New	565,479	$51.3M	0.2%	+2.98%	49
WAWealthspire Advisors, LLC	New	483,994	$43.9M	0.2%	+2.98%	48
Cetera Investment Advisers	Increased	449,566(+1.4%)	$40.8M	0.0%	+23.06%	29

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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