Vault-13

SPDR SERIES TRUST

MKTAXES INVT GRD · CUSIP 78468R499

0 institutional holders -7 vs Q1 2026
—reported value*
0 new 0 added 0 reduced 7 sold out net sold ≈ $10.6m (-111.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0510Q3 22: 5Q4 22: 1Q1 23: 4Q2 23: 5Q3 23: 5Q4 23: 7Q1 24: 7Q2 24: 7Q3 24: 5Q4 24: 7Q1 25: 7Q2 25: 10Q3 25: 8Q4 25: 7Q1 26: 7Q2 26: 00Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20225
Q4 20221
Q1 20234
Q2 20235
Q3 20235
Q4 20237
Q1 20247
Q2 20247
Q3 20245
Q4 20247
Q1 20257
Q2 202510
Q3 20258
Q4 20257
Q1 20267
Q2 20260

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 24: 2 bought or addedQ3 24: 4 cut or sold outQ4 24: 4 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 4 bought or addedQ1 25: 3 cut or sold outQ2 25: 6 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 5 bought or addedQ3 25: 5 cut or sold outQ4 25: 3 bought or addedQ4 25: 5 cut or sold outQ4 25Q1 26: 2 bought or addedQ1 26: 5 cut or sold outQ2 26: 0 bought or addedQ2 26: 7 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202424
Q4 202442
Q1 202543
Q2 202563
Q3 202555
Q4 202535
Q1 202625
Q2 202607

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300kQ3 25 calls: $203.6kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$203.6k$00.00
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$0$0—

Biggest buyers

None

Biggest sellers

Hobart Private Capital, LLC Sold out -94,058-94.1k
JANE STREET GROUP, LLC Sold out -8,978-9.0k
Acorn Wealth Advisors, LLC Sold out -7,841-7.8k
AE Wealth Management LLC Sold out -380-380
Key Capital Management, INC Sold out -314-314
OSAIC HOLDINGS, INC. Sold out -75-75
UBS Group AG Sold out -44-44

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change