SPDR SERIES TRUST

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TFI·78468R721·US·etf·Unknown - Unknown

STATE STREET SPD

TFI (SPDR SERIES TRUST) is held by 81 institutional investors as of Q1 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($387M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($252.7M), MORGAN STANLEY ($142.5M). Net institutional sentiment: Mixed.

81

Holders

Avg rating(17 Elite)

$1.8B

Total Value

59% (88)

Fund Consensus

49 buying - 34 selling

Smart Money Verdict

View all

64Mixed MomentumSingle Source

Institutional (13F)64

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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

Holder Quality

17

★★★★★

Elite

27

★★★★

Strong

27

★★★

Solid

15

★★

Below

2

★

Weak

Held by 81 funds

17 elite

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

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

Positions (81)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	8.5M(+20.5%)	$387M	0.0%	+1.82%	37
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	5.6M(+4.3%)	$252.7M	0.2%	+4.93%	38
MORGAN STANLEY	Increased	3.1M(+3.0%)	$142.5M	0.0%	+3.68%	31
ENVESTNET ASSET MANAGEMENT INC	Increased	2.7M(+12.3%)	$121.7M	0.0%	+2.40%	34
UBS Group AG	Increased	2.5M(+404.1%)	$113.8M	0.0%	-0.01%	48
Fisher Asset Management, LLC	Decreased	2.5M(-2.3%)	$111.2M	0.0%	+11.64%	0
BANK OF MONTREAL /CAN/	Decreased	1.7M(-19.3%)	$75.1M	0.0%	+2.49%	0
LPL Financial LLC	Increased	1.6M(+0.5%)	$73.8M	0.0%	+4.10%	30
RAYMOND JAMES FINANCIAL INC	Increased	1.1M(+11.8%)	$49.2M	0.0%	+2.24%	33
Cerity Partners LLC	Increased	923,926(+174x)	$41.9M	0.1%	-1.78%	47
Financial Engines Advisors L.L.C.	Increased	751,415(+3.8%)	$34.1M	0.1%	+4.75%	30
WELLS FARGO & COMPANY/MN	Increased	748,305(+46.0%)	$33.9M	0.0%	+3.94%	39
ASSETMARK, INC	Increased	703,278(+2.8%)	$31.9M	0.1%	+6.50%	30
JPMORGAN CHASE & CO	Increased	632,641(+3.2%)	$28.6M	0.0%	+3.41%	30
STIFEL FINANCIAL CORP	Increased	570,108(+60.8%)	$25.8M	0.0%	+1.71%	41
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Increased	472,267(+196.7%)	$21.4M	0.0%	-1.49%	46
TRUIST FINANCIAL CORP	Decreased	427,032(-8.0%)	$19.4M	0.0%	+1.92%	0
Cetera Investment Advisers	Increased	419,191(+14.5%)	$19M	0.0%	+2.64%	32
Allworth Financial LP	Decreased	353,790(-4.8%)	$16M	0.1%	+6.66%	0
Dynasty Wealth Management, LLC	Increased	286,177(+42.0%)	$13M	0.1%	-1.18%	45

Showing 1-20 of 88

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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