# SPDR SERIES TRUST ST STR R2K LOWV

SPDR SERIES TRUST ST STR R2K LOWV is a security (CUSIP 78468R887) tracked across SEC portfolio filings. 103 institutional managers reported $150.3M on Form 13F as of 2026-06-30.

## Summary

- Issuer: SPDR SERIES TRUST
- Class: ST STR R2K LOWV
- CUSIP: 78468R887
- 13F holders: 103
- 13F value: $150.3M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 103 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Howard Capital Management, LLC](https://search.stillhousedata.com/firm/118070) | Alpharetta, GA | $19.2M | 121,811 |
| [DORVAL Corp](https://search.stillhousedata.com/firm/309512) | MAPLE GROVE, MN | $12.7M | 80,869 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $11.3M | 82,740 |
| Congress Wealth Management LLC / DE / | BOSTON, MA | $10.7M | 85,695 |
| [McKinney Capital Management, LLC](https://search.stillhousedata.com/firm/338774) | HOUSTON, TX | $10.0M | 63,794 |
| [IEQ CAPITAL, LLC](https://search.stillhousedata.com/firm/301819) | Foster City, CA | $8.5M | 62,018 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $8.4M | 61,138 |
| [AQR CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/111883) | Greenwich, CT | $7.9M | 57,388 |
| [Roan Capital Partners](https://search.stillhousedata.com/firm/293119) | JOHNSON CITY, TN | $5.5M | 35,075 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $3.4M | 24,982 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $3.0M | 19,335 |
| Royal Bank of Canada | TORONTO, A6 | $3.0M | 21,658 |
| McNaughton Wealth Management, LLC | SAN DIEGO, CA | $2.9M | 18,455 |
| UBS Group AG | Zurich, V8 | $2.9M | 21,079 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $2.2M | 14,200 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/78468R887.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.