SPDR SERIES TRUST STATE STREET SPD is a security (CUSIP 78468R812) tracked across SEC portfolio filings. 205 institutional managers reported $1.2B on Form 13F as of 2026-06-30.
Showing 15 of 205 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Focus Partners Wealth | ST LOUIS, MO | $353.0M | 2,056,355 |
| SFMG, LLC | PLANO, TX | $93.0M | 541,590 |
| Tolleson Wealth Management, Inc. | DALLAS, TX | $92.3M | 537,883 |
| LPL Financial LLC | FORT MILL, SC | $60.6M | 352,798 |
| Perennial Investment Advisors, LLC | Los Angeles, CA | $54.5M | 317,764 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $38.6M | 206,813 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $37.8M | 220,498 |
| Howard Capital Management, LLC | Alpharetta, GA | $37.7M | 201,781 |
| BIP Wealth, LLC | ATLANTA, GA | $32.3M | 172,792 |
| Sage Mountain Advisors LLC | ATLANTA, GA | $31.1M | 166,196 |
| MORGAN STANLEY | NEW YORK, NY | $21.5M | 125,070 |
| McKinney Capital Management, LLC | HOUSTON, TX | $19.4M | 103,585 |
| Marotta Asset Management | CHARLOTTESVILLE, VA | $15.9M | 84,965 |
| Paul R. Ried Financial Group, LLC | BELLEVUE, WA | $14.3M | 76,485 |
| Continuum Advisory, LLC | EAGLE, ID | $14.0M | 75,092 |