SPDR Series Trust (SIMS) institutional ownership

SPDR SERIES TRUST · 13F, 2026Q2

Managers holding14
Shares held41,877
Reported value$2.0m
Quarter flows2 new, 3 added, 3 trimmed, 3 exited

Top 14 holders

ManagerSharesValue% of manager's 13F
CARY STREET PARTNERS FINANCIAL LLC9,888$465,5270.0%
Comprehensive Money Management Services LLC9,451$444,9530.3%
CITADEL ADVISORS LLC8,979$422,7310.0%
SFI Advisors, LLC5,623$264,7310.2%
HighTower Advisors, LLC4,924$231,8220.0%
Farther Finance Advisors, LLC976$45,9510.0%
Geneos Wealth Management Inc.600$28,2480.0%
UBS Group AG510$24,0110.0%
SHP Wealth Management352$16,5720.0%
OSAIC HOLDINGS, INC.313$14,7360.0%
CREATIVE FINANCIAL DESIGNS INC /ADV97$4,5670.0%
MORGAN STANLEY89$4,2000.0%
Triumph Capital Management65$3,0600.0%
VALLEY NATIONAL ADVISERS INC10$4710.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SIMS"). SIMS price history · All 13F data

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