# SPDR SERIES TRUST (SPTS) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 78468R853
Page URL: https://superinvestorclub.com/stock/SPTS
Last updated: 2026-07-27T03:16:15.169Z

## Summary

As of the most recent 13F filing period, SPDR SERIES TRUST (SPTS) is held by 1 tracked superinvestors with an aggregate position value of $3.8M representing 077820 shares.

## Top institutional holders (1)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 77820 | $3.8M | 0.17% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 1 holders, $39.3M aggregate, 01011092 shares
- 2023-09-30: 1 holders, $38.9M aggregate, 01054340 shares
- 2023-12-31: 1 holders, $44.8M aggregate, 01062042 shares
- 2024-03-31: 1 holders, $32.6M aggregate, 0756957 shares
- 2024-06-30: 1 holders, $31.2M aggregate, 0750676 shares
- 2024-09-30: 1 holders, $32.1M aggregate, 0704528 shares
- 2024-12-31: 1 holders, $30.7M aggregate, 0683380 shares
- 2025-03-31: 1 holders, $26.2M aggregate, 0642354 shares
- 2025-06-30: 1 holders, $4.4M aggregate, 0104242 shares
- 2025-09-30: 1 holders, $4.2M aggregate, 090765 shares
- 2025-12-31: 1 holders, $4.1M aggregate, 086453 shares
- 2026-03-31: 1 holders, $3.8M aggregate, 077820 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "SPDR SERIES TRUST (SPTS) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/SPTS), aggregating SEC 13F, Form 4, and congressional disclosures."