Stock ownership · SEC 13F · Q3 2025

SPDR SERIES TRUST

Who owns SPDR SERIES TRUST (CUSIP 78464A698)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$845K
Reported value
6
Institutions
100%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, SPDR SERIES TRUST ranks #738 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 6 institutions report $845K as of Q3 2025, with ownership dominated by its top few institutional owners.

6
institutions hold it
$845K
reported 13F value
100%
held by top 5
#738
of 775 by value

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, SPDR SERIES TRUST ranks #738 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 78464A698 · Q3 2025 $1M reported

VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-MID

  • VALUE-LIGHT #738/775
  • HOLDERS-FOCUS 6 filers
  • CONC-DOM 100% top-5
  • PHOTO-FINISH CHEMOURS
  • ACTIVITY-MID 5 new
  • BOOK-MID 7Q history

Photo-finish peer on reported value: CHEMOURS CO

Read with: Ownership concentration guide - SPDR SERIES TRUST's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · SPDR SERIES TRUST

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

BP P L C F · near$926,796CHEMOURS · near$845,022SPDR SERIES TRUST · this sto…$844,850KYNDRYL HLDGS · near$802,582LIBERTY MEDIA DEL · near$751,597
Aggregate reported institutional value ($)
Largest institutional holders of SPDR SERIES TRUST
  1. 1
    ALEXANDER LABRUNERIE & CO., INC. $474K
  2. 2
    CIBC Private Wealth Group LLC $253K
  3. 3
    KERR FINANCIAL PLANNING Corp $63K
  4. 4
    JPMORGAN CHASE & CO $46K
  5. 5
    Asset Dedication, LLC $8K
  6. 6
    CENTAURUS FINANCIAL, INC. $943

Top 6 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a SPDR SERIES TRUST position has risen from 1 to 6 over the last 7 quarters of 13F filings.

02468 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25 6
Distinct 13F filers holding SPDR SERIES TRUST, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 ALEXANDER LABRUNERIE & CO., INC. 7,481 $474K 56.1%
2 CIBC Private Wealth Group LLC 4,000 $253K 30.0%
3 KERR FINANCIAL PLANNING Corp 1,044 $63K 7.4%
4 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 727 $46K 5.4%
5 Asset Dedication, LLC 130 $8K 1.0%
6 CENTAURUS FINANCIAL, INC. 14,891 $943 0.1%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SPDR SERIES TRUST's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
94.6%
Shared-other discretion (OTR)
5.4%

Latest Quarter Activity · Q3 2025

New positions (5)

ALEXANDER LABRUNERIE & CO., INC. $474K
CIBC Private Wealth Group LLC $253K
KERR FINANCIAL PLANNING Corp $63K
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $46K
Asset Dedication, LLC $8K

Complete exits (3)

Squarepoint Ops LLC exited
Orion Porfolio Solutions, LLC exited
THRIVENT FINANCIAL FOR LUTHERANS exited

Frequently Asked Questions

How many institutions hold SPDR SERIES TRUST?▼
SPDR SERIES TRUST is held by 6 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
Where does SPDR SERIES TRUST sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, SPDR SERIES TRUST ranks #738 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of SPDR SERIES TRUST?▼
Institutions report $845K of SPDR SERIES TRUST as of Q3 2025.
How concentrated is ownership of SPDR SERIES TRUST?▼
The top five institutional holders account for 100% of the reported institutional value in SPDR SERIES TRUST, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of SPDR SERIES TRUST?▼
ALEXANDER LABRUNERIE & CO., INC. is the largest reported holder of SPDR SERIES TRUST with $474K across 7,481 shares as of Q3 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for SPDR SERIES TRUST: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($845K here).

CHEMOURS CO $845K KYNDRYL HLDGS INC $803K BP P L C F $927K LIBERTY MEDIA CORP DEL $752K

Similar holder count

Nearest stocks by number of disclosing 13F holders (6 here).

AKAMAI TECHNOLOGIES INC 6 ALEXANDRIA REAL ESTATE EQ IN 6 ALLETE INC 6 ALLIANCEBERNSTEIN HLDG L P 6

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.