SPDR SERIES TRUST (MDYV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
375
Reporting holders
$2.1B
Reported value
0.0%
Held as options
+8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| NorthRock Partners, LLC | $135.4M | 1,427,030 | 1.96% | 29q | +6.2%+$7.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $117.1M | 1,245,164 | 0.20% | 14q | -3.2%-$3.8M |
| Financial Engines Advisors L.L.C. | $116.6M | 1,229,181 | 0.21% | 31q | +2.6%+$3.0M |
| LPL Financial LLC | $115.8M | 1,221,358 | 0.03% | 31q | +13.1%+$13.4M |
| AE Wealth Management LLC | $99.8M | 1,051,996 | 0.47% | 16q | +9.5%+$8.7M |
| Avantax Planning Partners, Inc. | $90.3M | 952,267 | 2.25% | 31q | +3.7%+$3.2M |
| Lutz Financial Services LLC | $78.7M | 829,586 | 4.79% | 30q | +2.9%+$2.3M |
| MORGAN STANLEY | $63.7M | 671,315 | 0.00% | 35q | -7.5%-$5.2M |
| FAS Wealth Partners, Inc. | $62.6M | 659,887 | 3.26% | 30q | +8.0%+$4.7M |
| Pacific Life Fund Advisors LLC | $56.7M | 598,104 | 6.24% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $49.1M | 518,072 | 0.03% | 24q | +150.7%+$29.5M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $47.4M | 499,862 | 0.16% | 2q | -1.0%-$477.8K |
| Cetera Investment Advisers | $40.2M | 424,047 | 0.04% | 27q | +3.4%+$1.3M |
| Convergence Financial, LLC | $40.0M | 422,035 | 3.18% | 19q | -29.8%-$17.0M |
| Equitable Holdings, Inc. | $37.9M | 401,007 | 0.23% | 27q | +8.7%+$3.0M |
| First National Trust Co | $37.1M | 390,832 | 1.26% | 31q | +2.1%+$772.6K |
| First Pacific Financial | $34.7M | 366,314 | 4.14% | 24q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $33.6M | 354,651 | 2.84% | 8q | -12.8%-$4.9M |
| WELLS FARGO & COMPANY/MN | $33.4M | 352,068 | 0.01% | 31q | -60.8%-$51.9M |
| Klingman & Associates, LLC | $32.3M | 340,538 | 1.38% | 30q | -7.9%-$2.8M |
| JONES FINANCIAL COMPANIES LLLP | $28.3M | 300,102 | 0.01% | 17q | +11.9%+$3.0M |
| HighTower Advisors, LLC | $27.9M | 294,533 | 0.03% | 31q | -4.5%-$1.3M |
| GHP Investment Advisors, Inc. | $27.5M | 289,767 | 1.01% | 31q | +1.7%+$447.4K |
| WCG Wealth Advisors LLC | $23.9M | 251,674 | 0.57% | 17q | +1.2%+$276.2K |
| Rodgers & Associates, LTD | $20.9M | 220,077 | 1.89% | 23q | +0.5%+$111.0K |
| MML INVESTORS SERVICES, LLC | $17.4M | 183,769 | 0.04% | 31q | +5.5%+$913.9K |
| ERn Financial, LLC | $16.2M | 171,098 | 2.69% | 31q | +1.0%+$158.0K |
| Asset Dedication, LLC | $14.0M | 147,248 | 0.88% | 31q | -2.7%-$386.8K |
| MONECO ADVISORS, LLC | $12.2M | 128,203 | 0.74% | 14q | +8.7%+$972.3K |
| Summit Financial, LLC | $12.1M | 127,043 | 0.13% | 2q | -1.7%-$203.9K |
| Marathon Mission, Inc. | $11.9M | 125,387 | 5.94% | 13q | +1.9%+$226.8K |
| CARY STREET PARTNERS FINANCIAL LLC | $10.7M | 113,117 | 0.23% | 7q | -0.5%-$58.4K |
| Private Advisor Group, LLC | $10.6M | 111,718 | 0.05% | 25q | +19.4%+$1.7M |
| Private Wealth Management Group, LLC | $10.5M | 110,488 | 2.43% | 11q | -5.5%-$609.7K |
| Alesco Advisors, LLC, An ESL Co | $10.4M | 109,916 | 0.24% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $10.2M | 107,601 | 0.00% | 31q | -24.1%-$3.2M |
| Mariner, LLC | $10.0M | 105,171 | 0.01% | 31q | -12.5%-$1.4M |
| CAPITAL WEALTH MANAGEMENT, LLC | $9.7M | 101,953 | 2.33% | 21q | +4.5%+$417.4K |
| GOLDMAN SACHS GROUP INC | $9.6M | 101,254 | 0.00% | 25q | +20.6%+$1.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.2M | 96,529 | 0.01% | 31q | -20.3%-$2.3M |
| Savant Capital, LLC | $9.1M | 100,990 | 0.03% | 2q | +99.7%+$4.5M |
| Prestige Wealth Management Group LLC | $9.1M | 95,461 | 1.64% | 31q | +0.8%+$67.9K |
| MISSION WEALTH MANAGEMENT, LP | $8.7M | 91,455 | 0.11% | 2q | +2328.4%+$8.3M |
| AMERIPRISE FINANCIAL INC | $8.4M | 88,357 | 0.00% | 31q | -42.7%-$6.2M |
| JNBA Financial Advisors | $8.2M | 85,995 | 0.62% | 31q | -3.0%-$248.2K |
| RAYMOND JAMES FINANCIAL INC | $7.4M | 78,497 | 0.00% | 7q | -2.0%-$150.1K |
| IAG Wealth Partners, LLC | $7.4M | 77,644 | 0.73% | 26q | -4.0%-$310.1K |
| AQR CAPITAL MANAGEMENT LLC | $7.1M | 74,338 | 0.00% | 7q | +79.1%+$3.1M |
| SAGE FINANCIAL GROUP INC | $7.0M | 73,395 | 0.39% | 31q | HELD |
| Avior Wealth Management, LLC | $6.9M | 73,043 | 0.18% | 31q | HELD |
| Pathstone Holdings, LLC | $6.6M | 69,328 | 0.02% | 11q | HELD |
| Gladstone Institutional Advisory LLC | $6.2M | 65,362 | 0.20% | 30q | HELD |
| Diligent Investors, LLC | $6.1M | 63,836 | 1.35% | 31q | -1.0%-$60.9K |
| UBS Group AG | $5.8M | 61,658 | 0.00% | 31q | +17.1%+$855.9K |
| Chicago Partners Investment Group LLC | $5.8M | 61,767 | 0.12% | 22q | +2.0%+$115.0K |
| Councilor Wealth, LLC | $5.7M | 59,899 | 2.30% | 11q | -4.6%-$271.2K |
| Rockbridge Investment Management, LCC | $5.6M | 59,090 | 0.46% | 25q | -13.9%-$906.7K |
| ENVESTNET ASSET MANAGEMENT INC | $5.5M | 57,733 | 0.00% | 31q | +18.0%+$837.2K |
| McAdam, LLC | $5.5M | 57,471 | 0.21% | 31q | -59.7%-$8.1M |
| BALANCED WEALTH GROUP LLC | $5.4M | 56,763 | 1.70% | 11q | -64.8%-$9.9M |
| OSAIC HOLDINGS, INC. | $5.3M | 55,878 | 0.01% | 26q | +13.7%+$638.2K |
| RTD Financial Advisors, Inc. | $5.0M | 52,646 | 0.54% | 19q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.0M | 52,441 | 0.00% | 31q | -6.6%-$351.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.8M | 50,223 | 0.00% | 7q | +374.9%+$3.8M |
| SACKS & ASSOCIATES, LLC | $4.4M | 46,631 | 2.99% | 3q | -8.3%-$398.9K |
| Wealthcare Advisory Partners LLC | $4.4M | 46,172 | 0.08% | 30q | +5.5%+$228.2K |
| BAILARD, INC. | $4.3M | 45,165 | 0.09% | 18q | +0.5%+$22.1K |
| Geneos Wealth Management Inc. | $4.2M | 43,883 | 0.08% | 38q | -1.0%-$40.0K |
| ROYAL BANK OF CANADA | $4.1M | 43,698 | 0.00% | 31q | -9.2%-$421.4K |
| Montz Harcus Wealth Management LLC | $4.0M | 42,632 | 1.44% | 15q | -5.6%-$240.0K |
| Focus Partners Advisor Solutions, LLC | $3.8M | 40,451 | 0.03% | 10q | +125.6%+$2.1M |
| Marotta Asset Management | $3.8M | 40,669 | 0.64% | 26q | -12.4%-$541.9K |
| Empowered Funds, LLC | $3.8M | 40,359 | 0.02% | 3q | -0.6%-$22.8K |
| Steward Partners Investment Advisory, LLC | $3.7M | 38,809 | 0.02% | 15q | +3.9%+$137.8K |
| Merit Financial Group, LLC | $3.6M | 37,816 | 0.01% | 8q | +89.3%+$1.7M |
| Modera Wealth Management, LLC | $3.5M | 37,362 | 0.04% | 7q | HELD |
| Cambria Investment Management, L.P. | $3.5M | 37,183 | 0.17% | 3q | -0.9%-$31.0K |
| Occidental Asset Management, LLC | $3.5M | 36,638 | 0.34% | 32q | +3.6%+$119.4K |
| Bill Few Associates, Inc. | $3.4M | 35,878 | 0.72% | 15q | +1.7%+$56.5K |
| TITLEIST ASSET MANAGEMENT, LLC | $3.2M | 33,845 | 0.22% | 5q | +5.4%+$165.9K |
| JPMORGAN CHASE & CO | $3.1M | 33,112 | 0.00% | 27q | +1.1%+$35.1K |
| Ignite Planners, LLC | $2.9M | 31,036 | 0.40% | 12q | +3.0%+$84.8K |
| Koshinski Asset Management, Inc. | $2.9M | 31,004 | 0.16% | 10q | -1.6%-$49.2K |
| Courage Miller Partners, LLC | $2.9M | 30,840 | 0.77% | 31q | HELD |
| Shum Financial Group, Inc. | $2.9M | 30,622 | 1.75% | 7q | +4.6%+$128.9K |
| STIFEL FINANCIAL CORP | $2.8M | 29,779 | 0.00% | 31q | -47.9%-$2.6M |
| Creative Planning | $2.8M | 29,403 | 0.00% | 25q | -1.1%-$32.0K |
| Kingsview Wealth Management, LLC | $2.8M | 29,182 | 0.03% | 34q | -8.1%-$245.0K |
| KINGSWOOD WEALTH ADVISORS, LLC | $2.7M | 28,289 | 0.11% | 7q | +4.2%+$108.2K |
| Brookstone Capital Management | $2.6M | 27,491 | 0.03% | 21q | HELD |
| Barden Capital Management, Inc. | $2.6M | 27,020 | 2.36% | 19q | +1.6%+$39.6K |
| Intrua Financial, LLC | $2.5M | 26,835 | 0.23% | 4q | -2.2%-$58.5K |
| CITADEL ADVISORS LLC | $2.4M | 25,770 | 0.00% | new | NEW |
| Garden State Investment Advisory Services LLC | $2.4M | 24,828 | 0.43% | 15q | -2.8%-$69.1K |
| WALLER FINANCIAL PLANNING GROUP, INC | $2.3M | 24,656 | 0.48% | 31q | -6.4%-$160.8K |
| CAPTRUST FINANCIAL ADVISORS | $2.3M | 24,422 | 0.00% | 31q | -2.3%-$54.9K |
| Quantinno Capital Management LP | $2.3M | 24,185 | 0.00% | 4q | +13.6%+$275.2K |
| MidFirst Bank | $2.3M | 23,759 | 0.16% | 3q | HELD |
| STEVENS CAPITAL PARTNERS | $2.2M | 23,501 | 0.42% | 15q | +2.0%+$42.7K |
| COURIER CAPITAL LLC | $2.2M | 23,425 | 0.11% | 21q | +1.1%+$25.2K |
Showing the largest 100 of 384 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 375 | $2.1B | 21,658,694 | 22 | 98 | 127 | 0.0% |
| Q1 2026 | 367 | $1.8B | 21,153,081 | 22 | 99 | 137 | 0.0% |
| Q4 2025 | 371 | $1.8B | 21,765,542 | 22 | 105 | 117 | 0.0% |
| Q3 2025 | 353 | $1.8B | 21,814,962 | 22 | 73 | 143 | 0.0% |
| Q2 2025 | 365 | $1.8B | 22,479,469 | 24 | 108 | 131 | 0.0% |
| Q1 2025 | 357 | $1.8B | 23,385,295 | 27 | 103 | 135 | 0.0% |
| Q4 2024 | 359 | $2.4B | 29,333,880 | 25 | 129 | 93 | 0.0% |
| Q3 2024 | 336 | $2.1B | 26,193,322 | 31 | 105 | 101 | 0.0% |
| Q2 2024 | 317 | $1.9B | 25,487,908 | 21 | 90 | 121 | 0.0% |
| Q1 2024 | 331 | $2.0B | 26,174,090 | 39 | 85 | 123 | 0.0% |
| Q4 2023 | 315 | $2.3B | 31,204,749 | 41 | 107 | 82 | 0.0% |
| Q3 2023 | 273 | $1.5B | 23,212,643 | 20 | 74 | 97 | 0.0% |
| Q2 2023 | 271 | $1.5B | 21,977,765 | 16 | 87 | 94 | 0.0% |
| Q1 2023 | 272 | $1.4B | 20,625,560 | 22 | 80 | 98 | 0.0% |
| Q4 2022 | 258 | $1.8B | 27,991,231 | 46 | 98 | 52 | 0.0% |
| Q3 2022 | 261 | $1.0B | 17,831,559 | 25 | 97 | 68 | 0.0% |
| Q2 2022 | 268 | $1.1B | 17,516,061 | 24 | 94 | 80 | 0.0% |
| Q1 2022 | 293 | $2.0B | 28,696,766 | 56 | 96 | 73 | 0.0% |
| Q4 2021 | 259 | $1.1B | 16,114,083 | 22 | 96 | 66 | 0.0% |
| Q3 2021 | 230 | $990.3M | 14,989,096 | 14 | 87 | 69 | 0.0% |
| Q2 2021 | 237 | $1.3B | 18,604,050 | 35 | 76 | 81 | 0.0% |
| Q1 2021 | 216 | $1.0B | 15,733,003 | 23 | 53 | 88 | 0.0% |
| Q4 2020 | 207 | $1.4B | 24,382,332 | 29 | 66 | 54 | 0.0% |
| Q3 2020 | 181 | $629.9M | 14,447,546 | 16 | 56 | 69 | 0.0% |
| Q2 2020 | 180 | $576.3M | 13,492,765 | 27 | 57 | 67 | 0.0% |
| Q1 2020 | 170 | $858.4M | 21,722,029 | 16 | 64 | 64 | 0.0% |
| Q4 2019 | 201 | $1.1B | 20,112,934 | 32 | 73 | 34 | 0.0% |
| Q3 2019 | 159 | $1.5B | 28,979,330 | 18 | 64 | 39 | 0.0% |
| Q2 2019 | 158 | $1.0B | 19,505,945 | 15 | 66 | 38 | 0.0% |
| Q1 2019 | 163 | $1.0B | 19,864,580 | 29 | 51 | 49 | 0.0% |
| Q4 2018 | 143 | $553.4M | 12,197,101 | 2 | 8 | 0 | 0.0% |