# SPDR SERIES TRUST (HYMB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HYMB/

- Reporting holders: 23
- Reported value: $51.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $18.3M | 778,257 | 0.1% | 16 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $8.5M | 360,314 | 0.7% | 13 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $5.3M | 224,748 | 0.1% | 31 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $4.7M | 200,591 | 0.9% | 8 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $3.8M | 164,010 | 0.1% | 20 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $3.2M | 137,380 | 0.1% | 10 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.5M | 64,027 | 0.0% | 5 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $752.6K | 32,069 | 0.1% | 30 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $703.5K | 29,975 | 0.2% | 32 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $684.4K | 29,161 | 0.1% | 15 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $583.5K | 24,861 | 0.0% | 32 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $560.5K | 23,883 | 0.2% | 6 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $501.4K | 21,363 | 0.0% | 19 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $452.2K | 19,267 | 0.1% | 15 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $400.8K | 17,075 | 0.0% | 3 |
| [FIRST COMMUNITY TRUST NA](https://holderbook.com/funds/1130344-first-community-trust-na/) | $317.2K | 13,517 | 0.1% | 1 |
| [Veery Capital, LLC](https://holderbook.com/funds/1844375-veery-capital-llc/) | $290.9K | 12,392 | 0.1% | 24 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $240.0K | 10,228 | 0.0% | 13 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $237.9K | 10,135 | 0.0% | 2 |
| [Sincerus Advisory, LLC](https://holderbook.com/funds/2050968-sincerus-advisory-llc/) | $237.3K | 10,110 | 0.2% | 8 |
| [CYPRESS FINANCIAL PLANNING LLC](https://holderbook.com/funds/1937021-cypress-financial-planning-llc/) | $202.8K | 8,641 | 0.1% | 1 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $69.1K | 2,943 | 0.0% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $26.1K | 1,112 | 0.0% | 11 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $22 | 922 | 0.0% | 18 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 23 | $51.5M |
| Q2 2026 | 425 | $2.3B |
| Q1 2026 | 405 | $2.2B |
| Q4 2025 | 417 | $2.2B |
| Q3 2025 | 390 | $2.1B |
| Q2 2025 | 394 | $2.1B |
| Q1 2025 | 389 | $2.1B |
| Q4 2024 | 398 | $2.3B |
| Q3 2024 | 362 | $2.2B |
| Q2 2024 | 353 | $2.2B |
| Q1 2024 | 353 | $2.2B |
| Q4 2023 | 335 | $2.1B |