Stock ownership · SEC 13F · Q3 2025
SPDR SERIES TRUST
Institutional ownership of SPDR SERIES TRUST (CUSIP 78464A862) - who holds it, how concentrated it is, and what moved last quarter.
- $390K
- Reported value
- 5
- Institutions
- 100%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, SPDR SERIES TRUST ranks #762 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 5 institutions report $390K as of Q3 2025, with ownership heavily concentrated in a handful of holders.
- 5
- institutions hold it
- $390K
- reported 13F value
- 100%
- held by top 5
- #762
- 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 #762 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 78464A862 · Q3 2025 $0M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-MID
- VALUE-LIGHT #762/775
- HOLDERS-FOCUS 5 filers
- CONC-DOM 100% top-5
- PHOTO-FINISH YUM CHINA HLDGS
- ACTIVITY-MID 4 new
- BOOK-MID 6Q history
Photo-finish peer on reported value: YUM CHINA HLDGS INC
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.
Institutional ownership over time
The number of institutions reporting a SPDR SERIES TRUST position has risen from 2 to 5 over the last 6 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Capital Square, LLC | 1,054 | $336K | 86.2% |
| 2 | CIBC Private Wealth Group LLC | 100 | $32K | 8.2% |
| 3 | Strategic Advocates LLC | 62 | $20K | 5.1% |
| 4 | CENTAURUS FINANCIAL, INC. | 4,396 | $1K | 0.4% |
| 5 | JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) | 2 | $638 | 0.2% |
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:
Latest Quarter Activity · Q3 2025
New positions (4)
Complete exits (1)
Frequently Asked Questions
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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 ($390K here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (5 here).
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.