SPDR Series TRTFI
13F holders, Q1 2026 (March 31)2holders +1
1new positions
0sold out
$25.87avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding SPDR Series TR (TFI) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were McMill Wealth Management ($485K) and Asset Planning,Inc ($29K).
- Company
- SPDR Series TR
- Filed as
- STATE STREET IG PUBLIC &PRIVATE CREDIT ETF (Q1 2026)
- CUSIP
- 78464A458
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $485K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 19,208 shares bought, net +19,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| McMill Wealth Management | 0.13% | New | 19,208 | $485K |
| Asset Planning,Inc | 0.02% | No change | 637 | $29K |
"% of holder's portfolio" is TFI's weight in each manager's 13F, not the share of SPDR Series TR the manager owns.