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SPTI · Insider trading · 13F holders · Congress trades

Spdr Series Trust (SPTI)

Who is buying and selling SPTI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
119
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

SPTI at a glance

  • No open-market insider purchases or sales of SPTI were filed in the last 90 days.
  • 119 13F filers hold SPTI among their 50 largest positions, worth $5.6B combined. The biggest bets by portfolio weight are Evermay Wealth Management LLC (14.8%), S. R. Schill & Associates (14.1%) and Collier Financial (13.2%). In their latest 13Fs, 0 managers opened a new position and 40 added to one.
  • No member of Congress has disclosed a trade in SPTI.

SPTI insider trading

No open-market insider purchases or sales of SPTI were filed in the last 90 days.

Who owns SPTI? Hedge funds and superinvestors

119 13F filers hold SPTI among their 50 largest positions, worth $5.6B combined. The biggest bets by portfolio weight are Evermay Wealth Management LLC (14.8%), S. R. Schill & Associates (14.1%) and Collier Financial (13.2%). In their latest 13Fs, 0 managers opened a new position and 40 added to one.

13F filers holding SPTI
Manager% of portfolioValueSharesLast quarter13F
Financial Engines Advisors L.L.C.Wealth manager2.4%$1.4B48,147,629+7.8% sharesQ2 2026
Municipal Employees' Retirement System of MichiganPension fund11.6%$1.0B36,956,056-4.5% sharesQ2 2026
Cwm, LLCWealth manager1.0%$368.2M12,847,946+104.3% sharesQ1 2026
Mather Group, LLC.Wealth manager3.1%$363.4M13,321,069+6.1% sharesQ3 2026
Merit Financial Group, LLCWealth manager1.1%$183.1M6,449,298+3.9% sharesQ2 2026
One Day In July LLCWealth manager11.3%$163.0M5,740,635+7.2% sharesQ2 2026
GLOBALT Investments LLC / GAAsset manager5.4%$156.2M5,725,307-2.1% sharesQ3 2026
Evermay Wealth Management LLCWealth manager14.8%$144.2M5,078,669+3.3% sharesQ2 2026
OneDigital Investment Advisors LLCInstitutional asset manager1.1%$125.0M4,403,524+10.2% sharesQ2 2026
Kingsview Wealth Management, LLCWealth manager1.2%$95.8M3,373,475-1.1% sharesQ2 2026
Stephens Group Asset Management, LLCWealth manager4.6%$79.9M2,928,146+10.5% sharesQ3 2026
Manning & Napier Advisors LLCAsset manager1.0%$78.2M2,746,843+20.0% sharesQ2 2026
CX InstitutionalWealth manager1.7%$63.0M2,308,448+24.8% sharesQ3 2026
Strategic Wealth Investment Group, LLCWealth manager7.5%$60.4M2,212,701-1.9% sharesQ3 2026
Kestra Investment Management, LLCInstitutional asset manager1.2%$59.5M2,096,996-26.9% sharesQ2 2026
Voisard Asset Management Group, Inc.Wealth manager10.3%$55.2M2,023,207+3.2% sharesQ3 2026
Gladstone Institutional Advisory LLCWealth manager1.6%$51.2M1,802,308+10.9% sharesQ2 2026
Carnegie Investment CounselWealth manager1.0%$51.1M1,872,507+1.6% sharesQ3 2026
Black Diamond Financial, LLCWealth manager3.9%$45.4M1,665,185+6.2% sharesQ3 2026
Gradient Investments LLCWealth manager0.6%$41.7M1,530,221—Q3 2026
IHT Wealth Management, LLCWealth manager0.9%$41.6M1,464,466+85.2% sharesQ2 2026
Portland Global Advisors LLCWealth manager3.9%$41.3M1,454,168+4.0% sharesQ2 2026
Concord Wealth PartnersWealth manager3.9%$33.7M1,188,621+4.6% sharesQ2 2026
Great Valley Advisor Group, Inc.Wealth manager0.5%$33.3M1,171,552+7.4% sharesQ2 2026
Compton Financial Group, LLCWealth manager6.4%$33.2M1,171,075-37.1% sharesQ2 2026
Concord Asset Management, LLC/VAAsset manager5.1%$33.0M1,162,188+3.6% sharesQ2 2026
Frisch Financial Group, Inc.Wealth manager5.3%$31.2M1,097,338+24.8% sharesQ2 2026
NorthRock Partners, LLCWealth manager0.4%$29.3M1,032,022-6.8% sharesQ2 2026
Leicht Financial Planning & Wealth Management, Inc.Wealth manager11.9%$28.9M1,018,891+8.3% sharesQ2 2026
Sentinel Pension Advisors, LLCPension fund3.7%$28.2M997,269+5.7% sharesQ2 2026

The 30 largest of 119 positions, by value. Each manager counts with its latest 13F (Q3 2026: 50, Q2 2026: 65, Q1 2026: 4). Screen SPTI in the grand portfolio →

SPTI stock trades by members of Congress

No member of Congress has disclosed a trade in SPTI.

SPTI questions and answers

Are insiders buying SPTI stock?

No open-market insider purchases or sales of SPTI were filed in the last 90 days.

Which hedge funds own SPTI?

119 13F filers hold SPTI among their 50 largest positions, worth $5.6B combined. The biggest bets by portfolio weight are Evermay Wealth Management LLC (14.8%), S. R. Schill & Associates (14.1%) and Collier Financial (13.2%). In their latest 13Fs, 0 managers opened a new position and 40 added to one.

Has Congress traded SPTI?

No member of Congress has disclosed a trade in SPTI.

Who is the largest holder of SPTI?

Among 13F filers, Financial Engines Advisors L.L.C. reports the largest SPTI position, $1.4B (48,147,629 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Evermay Wealth Management LLC's: 14.8% of its portfolio.

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