SP
SPSM
SPDR SERIES TRUST
$55.91
+0.99%
No data for this timeframe.
Vol
Inst. Holders50 funds
Inst. Value$3.5B
Inst. Activity10 buys / 4 sells
Prev Close $55.36
Recent Activity
Inst.
MORGAN STANLEY — TRIM
7,192,298 shares ($347.5M)
Inst.
Independent Advisor Alliance — DOUBLED
1,171,959 shares ($56.6M)
Jun 12, 2026
short_volume
Short Volume: SPSM — 78.6% short (0.7M / 0.9M)
Short: 699,407 | Exempt: 238 | TRF Vol: 889,760 | Short Ratio: 78.6% | Off-exchange volume (dark poo
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| Financial Engines Advisors L.L.C. | $998.9M | — |
| MORGAN STANLEY | $347.5M | TRIM |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $318.1M | — |
| AMERIPRISE FINANCIAL INC | $215.0M | — |
| ENVESTNET ASSET MANAGEMENT INC | $206.9M | — |
50 institutional holders with $3.5B total value (72,031,693 shares) as of 2026-Q1. Top holders: Financial, MORGAN, CHARLES. Net buying activity: 10 institutions added/increased vs 4 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 20,673,325 | $998.9M | 28.7% | — |
| 2 | MORGAN STANLEY | 7,192,298 | $347.5M | 10.0% | TRIM -47.7% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6,582,690 | $318.1M | 9.1% | — |
| 4 | AMERIPRISE FINANCIAL INC | 4,449,775 | $215.0M | 6.2% | — |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 4,282,710 | $206.9M | 5.9% | — |
| 6 | BANK OF AMERICA CORP /DE/ | 3,927,202 | $189.8M | 5.5% | — |
| 7 | RAYMOND JAMES FINANCIAL INC | 2,796,663 | $135.1M | 3.9% | DOUBLED +128.5% |
| 8 | STATE STREET CORP | 1,932,381 | $93.4M | 2.7% | ADD +33.9% |
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 1,914,845 | $92.5M | 2.7% | — |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,629,720 | $78.7M | 2.3% | — |
| 11 | ASSETMARK, INC | 1,437,727 | $69.5M | 2.0% | ADD +26.0% |
| 12 | STIFEL FINANCIAL CORP | 1,206,125 | $58.3M | 1.7% | — |
| 13 | Independent Advisor Alliance | 1,171,959 | $56.6M | 1.6% | DOUBLED +3534.9% |
| 14 | Envestnet Portfolio Solutions, Inc. | 1,137,153 | $54.9M | 1.6% | DOUBLED +121.1% |
| 15 | HighTower Advisors, LLC | 1,049,517 | $50.7M | 1.5% | — |
| 16 | WELLS FARGO & COMPANY/MN | 945,778 | $45.7M | 1.3% | — |
| 17 | Equitable Holdings, Inc. | 970,475 | $45.7M | 1.3% | — |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 915,509 | $44.2M | 1.3% | — |
| 19 | Banco Santander, S.A. | 747,076 | $36.1M | 1.0% | ADD +77.2% |
| 20 | ROYAL BANK OF CANADA | 736,492 | $35.6M | 1.0% | TRIM -63.6% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | TRIM | 13,747,260 | 7,192,298 | -47.7% | $347.5M | 2026-Q1 |
| Independent Advisor Alliance | DOUBLED | 32,242 | 1,171,959 | +3534.9% | $56.6M | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | NEW | — | 699,363 | — | $32.9M | 2026-Q1 |
| Cerity Partners LLC | DOUBLED | 124,840 | 427,811 | +242.7% | $20.7M | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 544,325 | 336,883 | -38.1% | $16.4M | 2026-Q1 |
| FRANKLIN RESOURCES INC | DOUBLED | 53,559 | 127,678 | +138.4% | $6.2M | 2026-Q1 |
| Gotham Asset Management, LLC | DOUBLED | 37,806 | 86,254 | +128.1% | $4.2M | 2026-Q1 |
| Concurrent Investment Advisors, LLC | ADD | 44,616 | 70,676 | +58.4% | $3.4M | 2026-Q1 |
| EP Wealth Advisors, LLC | TRIM | 65,774 | 34,105 | -48.1% | $1.6M | 2026-Q1 |
| Beacon Pointe Advisors, LLC | DOUBLED | 10,437 | 29,995 | +187.4% | $1.4M | 2026-Q1 |
| Pinnacle Financial Partners, Inc. | DOUBLED | 5,818 | 20,535 | +253.0% | $992.3K | 2026-Q1 |
| SEI INVESTMENTS CO | TRIM | 25,992 | 19,417 | -25.3% | $938.2K | 2026-Q1 |
| Horizon Investments, LLC | DOUBLED | 4,381 | 14,236 | +224.9% | $687.9K | 2026-Q1 |
| Russell Investments Group, Ltd. | DOUBLED | 406 | 1,027 | +153.0% | $49.6K | 2026-Q1 |
| MORGAN STANLEY | DOUBLED | 5,372,230 | 13,747,260 | +155.9% | $644.2M | 2025-Q4 |
| BANK OF MONTREAL /CAN/ | ADD | 36,904 | 48,471 | +31.3% | $2.3M | 2025-Q4 |
| Concurrent Investment Advisors, LLC | DOUBLED | 11,457 | 44,616 | +289.4% | $2.1M | 2025-Q4 |
| SEI INVESTMENTS CO | ADD | 17,951 | 25,992 | +44.8% | $1.2M | 2025-Q4 |
| COMMERCE BANK | DOUBLED | 4,912 | 19,351 | +294.0% | $906.8K | 2025-Q4 |
| Horizon Investments, LLC | ADD | 2,318 | 4,381 | +89.0% | $205.3K | 2025-Q4 |
| EXCHANGE TRADED CONCEPTS, LLC | TRIM | 102 | 68 | -33.3% | $3.2K | 2025-Q4 |
| WELLINGTON MANAGEMENT GROUP LLP | EXIT | 438,960 | 0 | -100.0% | $0.00 | 2025-Q4 |
| STATE STREET CORP | ADD | 1,288,475 | 1,724,825 | +33.9% | $79.9M | 2025-Q3 |
| ASSETMARK, INC | ADD | 1,329,087 | 1,674,127 | +26.0% | $77.5M | 2025-Q3 |
| Envestnet Portfolio Solutions, Inc. | DOUBLED | 567,592 | 1,254,850 | +121.1% | $58.1M | 2025-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
No analyst rating data available yet. Consensus ratings and individual firm actions are collected periodically from financial data providers.
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 12, 2026
short_volume
Short Volume: SPSM — 78.6% short (0.7M / 0.9M)
Short: 699,407 | Exempt: 238 | TRF Vol: 889,760 | Short Ratio: 78.6% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: SPSM — 56.4% short (0.4M / 0.7M)
Short: 385,591 | Exempt: 104 | TRF Vol: 683,347 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: SPSM — 82.4% short (0.6M / 0.7M)
Short: 556,636 | Exempt: 654 | TRF Vol: 675,860 | Short Ratio: 82.4% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: SPSM — 64.2% short (0.3M / 0.5M)
Short: 331,473 | Exempt: 1,080 | TRF Vol: 516,288 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: SPSM — 60.1% short (0.4M / 0.7M)
Short: 409,395 | Exempt: 71 | TRF Vol: 681,407 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: SPSM — 67.9% short (1.4M / 2.1M)
Short: 1,434,403 | Exempt: 0 | TRF Vol: 2,113,671 | Short Ratio: 67.9% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: SPSM — 67.0% short (0.4M / 0.6M)
Short: 389,224 | Exempt: 120 | TRF Vol: 580,920 | Short Ratio: 67.0% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: SPSM — 63.3% short (0.4M / 0.6M)
Short: 384,149 | Exempt: 0 | TRF Vol: 607,175 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: SPSM — 55.4% short (0.3M / 0.6M)
Short: 346,767 | Exempt: 85 | TRF Vol: 625,820 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: SPSM — 0.5M shares, 4,258 trades
Week starting 2026-05-25. Total ATS volume: 487,616 shares across 4,258 trades.
May 21, 2026
short_volume
Short Volume: SPSM — 65.3% short (0.4M / 0.6M)
Short: 363,676 | Exempt: 2,705 | TRF Vol: 556,779 | Short Ratio: 65.3% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: SPSM — 63.0% short (1.5M / 2.3M)
Short: 1,466,200 | Exempt: 13,615 | TRF Vol: 2,328,301 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: SPSM — 69.0% short (0.5M / 0.7M)
Short: 458,076 | Exempt: 6 | TRF Vol: 664,232 | Short Ratio: 69.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: SPSM — 0.8M shares, 6,944 trades
Week starting 2026-05-18. Total ATS volume: 798,203 shares across 6,944 trades.
May 12, 2026
short_interest
FTD: SPSM — 27,739 shares ($1.5M) failed to deliver
Settlement: 20260512, Price: $53.41, FTD Value: $1,481,539.99, STATE STREET SPDR PORTFOLIO S&