SPDR SERIES TRUST STATE STREET SPD is a security (CUSIP 78468R853) tracked across SEC portfolio filings. 1,101 institutional managers reported $9.6B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $55.3M via N-PORT as of 2026-03-31.
Showing 15 of 1,101 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| LPL Financial LLC | FORT MILL, SC | $1.2B | 24,590,961 |
| Financial Engines Advisors L.L.C. | SANTA CLARA, CA | $998.9M | 20,673,325 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $367.2M | 6,367,516 |
| MORGAN STANLEY | NEW YORK, NY | $347.5M | 7,192,298 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | SAN FRANCISCO, CA | $318.1M | 6,582,690 |
| Valmark Advisers, Inc. | AKRON, OH | $294.2M | 5,101,635 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | MINNEAPOLIS, MN | $289.6M | 5,022,048 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $189.8M | 3,927,202 |
| Creative Planning | Overland Park, KS | $135.4M | 2,802,621 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $135.1M | 2,796,663 |
| UBS Group AG | Zurich, V8 | $113.7M | 2,353,021 |
| Wealthcare Advisory Partners LLC | WEST CHESTER, PA | $102.4M | 1,776,135 |
| Crestwood Advisors Group, LLC | BOSTON, MA | $100.5M | 1,742,537 |
| STATE STREET CORP | BOSTON, MA | $93.4M | 1,932,381 |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $92.5M | 1,914,845 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| TOPS Aggressive Growth ETF Portfolio | Northern Lights Variable Trust | $55.3M | 1794.44% |