Funds holding SPDR Series Trust
1 fund declares a position · 1 ETFs and 0 other funds · 12.3M $ · US78464A7220
Other lines from the same issuer : SPDR Series Trust (US78468R6633), State Street SPDR Portfolio High Yield Bond ETF (US78468R6062), SPDR Series Trust (US78464A3591), SPDR Series Trust (US78464A8707), State Street SPDR S&P Regional Banking ETF (US78464A6982), SPDR Series Trust (US78468R2004), SPDR SERIES TRUST (US78468R5569), SPDR Series Trust (US78464A6313), SPDR Series Trust (US78468R5239), SPDR Series Trust (US78464A8624)
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Monarch Select Subsector Index ETF Northern Lights Fund Trust IV | 215,174 | 12.3M $ | 9.86 % | as of Feb 28, 2026 · Original filing |
Institutional managers
83 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 | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 811,939 | 43.9M $ | as of Mar 31, 2026 |
| CWM, LLC | 726,555 | 39.3M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 404,311 | 21.9M $ | as of Mar 31, 2026 |
| Kingsview Wealth Management, LLC | 295,265 | 16M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 287,588 | 15.6M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 271,248 | 14.7M $ | as of Mar 31, 2026 |
| FIRST CITIZENS BANK & TRUST CO | 187,397 | 10.1M $ | as of Mar 31, 2026 |
| Envestnet Portfolio Solutions, Inc. | 171,479 | 9.3M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 146,259 | 7.9M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 69,668 | 3.8M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 57,323 | 3.1M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 55,777 | 3M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 50,700 | 2.7M $ | as of Mar 31, 2026 |
| CITIGROUP INC | 49,388 | 2.7M $ | as of Mar 31, 2026 |
| UBS Group AG | 48,911 | 2.6M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48,834 | 2.6M $ | as of Mar 31, 2026 |
| Wharton Business Group, LLC | 46,395 | 2.5M $ | as of Mar 31, 2026 |
| SVB WEALTH LLC | 45,668 | 2.5M $ | as of Mar 31, 2026 |
| Clark Capital Management Group, Inc. | 43,322 | 2.3M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 40,874 | 2.2M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 40,649 | 2.2M $ | as of Mar 31, 2026 |
| GTS SECURITIES LLC | 33,053 | 1.8M $ | as of Mar 31, 2026 |
| Baird Financial Group, Inc. | 29,049 | 1.6M $ | as of Mar 31, 2026 |
| MAI Capital Management | 28,513 | 1.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 26,427 | 1.4M $ | as of Mar 31, 2026 |