SPDR SERIES TRUST

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TFI·78468R721·US·ETF

TFI (SPDR SERIES TRUST) is held by 85 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($404.3M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($266.3M), ENVESTNET ASSET MANAGEMENT INC ($134.5M). Net institutional sentiment: Mixed.

85

Holders

(12 Elite)

$1.8B

Total Value

65% (79)

Consensus

51 buying - 28 selling

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

Smart Money Verdict

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Institutional (13F)70

Insider (Form 4)42

Activist (13D/13G)61

Congressional (STOCK Act)57

Holder Quality

50

★★★★★

Elite

60

★★★★

Strong

58

★★★

Solid

16

★★

Below

77

★

Weak

Held by 85 funds

12 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (85)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	8.8M(+3.4%)	$404.3M	0.0%	+1.80%	32
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	5.8M(+4.3%)	$266.3M	0.1%	+1.50%	38
ENVESTNET ASSET MANAGEMENT INC	Increased	2.9M(+9.4%)	$134.5M	0.0%	-0.94%	33
UBS Group AG	Increased	2.5M(+0.6%)	$115.7M	0.0%	-2.12%	30
MORGAN STANLEY	Decreased	2.5M(-22.1%)	$112.2M	0.0%	+0.67%	0
Fisher Asset Management, LLC	Decreased	2.3M(-5.2%)	$106.5M	0.0%	+8.21%	0
LPL Financial LLC	Increased	1.8M(+9.7%)	$81.7M	0.0%	+0.42%	33
BANK OF MONTREAL /CAN/	Decreased	1.5M(-7.1%)	$70.5M	0.0%	+0.36%	0
RAYMOND JAMES FINANCIAL INC	Increased	1.2M(+8.1%)	$53.7M	0.0%	-1.14%	32
JPMORGAN CHASE & CO	Increased	1.1M(+75.8%)	$51M	0.0%	-1.81%	44
WELLS FARGO & COMPANY/MN	Increased	1M(+34.1%)	$46M	0.0%	-1.80%	38
Cerity Partners LLC	Increased	973,365(+5.3%)	$44.6M	0.1%	-3.73%	31
Financial Engines Advisors L.L.C.	Increased	765,849(+1.9%)	$35.1M	0.1%	+1.62%	29
ASSETMARK, INC	Decreased	680,591(-3.2%)	$31.2M	0.1%	+3.29%	0
STIFEL FINANCIAL CORP	Increased	589,288(+3.4%)	$27M	0.0%	-1.04%	30
TRUIST FINANCIAL CORP	Increased	514,739(+20.5%)	$23.6M	0.0%	-1.91%	34
Cetera Investment Advisers	Decreased	382,516(-8.8%)	$17.5M	0.0%	-0.29%	0
JANE STREET GROUP, LLC	Increased	357,460(+53.2%)	$16.4M	0.0%	-3.49%	40
Dynasty Wealth Management, LLC	Increased	335,216(+17.1%)	$15.4M	0.1%	-4.04%	39
Allworth Financial LP	Decreased	320,319(-9.5%)	$14.7M	0.1%	+3.43%	0

Showing 1-20 of 87

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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