Funds holding SPDR SERIES TRUST
3 funds declare a position · 0 ETFs and 3 other funds · 58.5M $ · US78464A3005
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 325,923 | 32M $ | 4.28 % | as of Feb 28, 2026 · Original filing |
| 2 | Morningstar U.S. Equity Fund Morningstar Funds Trust | 255,693 | 26.4M $ | 1.41 % | as of Apr 30, 2026 · Original filing |
| 3 | GuidePath Conservative Allocation Fund GPS Funds II | 644 | 60.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
Institutional managers
594 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 5,171,149 | 489.1M $ | as of Mar 31, 2026 |
| Financial Engines Advisors L.L.C. | 1,083,473 | 102.5M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,044,189 | 98.8M $ | as of Mar 31, 2026 |
| Cannon Financial Strategists, Inc. | 1,008,055 | 95.3M $ | as of Mar 31, 2026 |
| NorthRock Partners, LLC | 797,912 | 75.5M $ | as of Mar 31, 2026 |
| Goelzer Investment Management, Inc. | 791,132 | 74.8M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 596,186 | 56.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 556,444 | 52.6M $ | as of Mar 31, 2026 |
| WCG Wealth Advisors LLC | 380,646 | 36M $ | as of Mar 31, 2026 |
| Creative Planning | 354,764 | 33.6M $ | as of Mar 31, 2026 |
| Rodgers & Associates, LTD | 323,904 | 30.6M $ | as of Mar 31, 2026 |
| Fragasso Financial Advisors Inc | 310,080 | 29.6M $ | as of Mar 31, 2026 |
| Dean, Jacobson Financial Services, LLC | 290,705 | 27.5M $ | as of Mar 31, 2026 |
| Equitable Holdings, Inc. | 300,150 | 27.3M $ | as of Mar 31, 2026 |
| Cerity Partners LLC | 286,054 | 27.1M $ | as of Mar 31, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 284,817 | 26.9M $ | as of Mar 31, 2026 |
| Klingman & Associates, LLC | 281,041 | 26.6M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 261,675 | 24.7M $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 257,619 | 24.4M $ | as of Mar 31, 2026 |
| Morningstar Investment Management LLC | 255,802 | 24.2M $ | as of Mar 31, 2026 |
| American Financial Advisors, LLC | 249,707 | 23.6M $ | as of Mar 31, 2026 |
| Waverly Advisors, LLC | 235,509 | 22.3M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 230,860 | 21.8M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 227,746 | 21.5M $ | as of Mar 31, 2026 |
| OpenArc Corporate Advisory, LLC | 218,603 | 20.7M $ | as of Mar 31, 2026 |