SPDR SERIES TRUST STATE STREET SPD is a security (CUSIP 78464A847) tracked across SEC portfolio filings. 874 institutional managers reported $13.3B on Form 13F as of 2026-06-30; 2 registered fund positions totaling $88.0M via N-PORT as of 2026-05-31.
Showing 15 of 874 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Creative Planning | Overland Park, KS | $5.7B | 96,641,159 |
| LPL Financial LLC | FORT MILL, SC | $761.1M | 12,852,544 |
| Valmark Advisers, Inc. | AKRON, OH | $479.6M | 7,099,453 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $303.2M | 4,488,056 |
| UBS Group AG | Zurich, V8 | $227.3M | 3,838,500 |
| MORGAN STANLEY | NEW YORK, NY | $224.9M | 3,797,715 |
| AlTi Global, Inc. | NEW YORK, NY | $189.4M | 2,803,253 |
| Facet Wealth, Inc. | WEST PALM BEACH, FL | $178.1M | 2,636,343 |
| CWM, LLC | OMAHA, NE | $134.0M | 2,263,455 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $115.4M | 1,948,480 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $114.4M | 1,931,806 |
| HighTower Advisors, LLC | CHICAGO, IL | $111.3M | 1,648,164 |
| First Command Advisory Services, Inc. | FORT WORTH, TX | $108.2M | 1,827,743 |
| MASON STREET ADVISORS, LLC | MILWAUKEE, WI | $92.5M | 1,561,969 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $85.5M | 1,444,297 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| TOPS Aggressive Growth ETF Portfolio | Northern Lights Variable Trust | $86.3M | 2798.58% |
| RH Tactical Outlook ETF | Starboard Investment Trust | $1.7M | 2086.00% |