SPDR SERIES TRUST STATE STREET SPD is a security (CUSIP 78468R408) tracked across SEC portfolio filings. 405 institutional managers reported $2.4B on Form 13F as of 2026-06-30; 4 registered fund positions totaling $22.0M via N-PORT as of 2026-04-30.
Showing 15 of 405 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| LPL Financial LLC | FORT MILL, SC | $172.9M | 6,921,041 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | WESTBOROUGH, MA | $170.7M | 6,818,664 |
| Wealthfront Advisers LLC | Palo Alto, CA | $134.0M | 5,365,286 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $97.2M | 3,889,896 |
| NEUBERGER BERMAN GROUP LLC | NEW YORK, NY | $89.5M | 3,583,717 |
| Clark Capital Management Group, Inc. | PHILADELPHIA, PA | $75.7M | 3,031,599 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $73.5M | 2,943,094 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $68.0M | 2,717,476 |
| ASSETMARK, INC | CONCORD, CA | $61.2M | 2,446,024 |
| MORGAN STANLEY | NEW YORK, NY | $55.7M | 2,230,727 |
| SHENKMAN CAPITAL MANAGEMENT INC | NEW YORK, NY | $49.8M | 2,002,325 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | TOKYO, M0 | $49.2M | 1,967,984 |
| Nuveen, LLC | CHARLOTTE, NC | $45.4M | 1,815,513 |
| SIGMA INVESTMENT COUNSELORS INC | NORTHVILLE, MI | $42.1M | 1,681,734 |
| Berkshire Money Management, Inc. | DALTON, MA | $42.1M | 1,681,386 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| WSTCM CREDIT SELECT RISK-MANAGED FUND | WST Investment Trust | $17.0M | 1251.15% |
| Short Duration Inflation Protection Bond Fund | American Century Investment Trust | $3.5M | 30.08% |
| Pacer Aristotle Pacific Floating Rate High Income ETF | Pacer Funds Trust | $2.0M | 33.29% |
| Vivaldi Opportunities Fund | VIVALDI OPPORTUNITIES FUND | $-601K | -88.32% |