# SPDR SERIES TRUST (SDY)

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

- Reporting holders: 76
- Reported value: $125.7M
- 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 |
|---|---|---|---|---|
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $26.5M | 180,803 | 2.5% | 32 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $18.6M | 126,841 | 0.3% | 6 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $8.7M | 59,678 | 1.4% | 16 |
| [Koenig Investment Advisory, LLC](https://holderbook.com/funds/2114481-koenig-investment-advisory-llc/) | $8.4M | 57,642 | 6.2% | 4 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $6.1M | 41,078 | 1.2% | 20 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $4.8M | 32,991 | 1.2% | 2 |
| [FELL CAPITAL MANAGEMENT /ADV](https://holderbook.com/funds/850601-fell-capital-management-adv/) | $4.4M | 30,218 | 3.8% | 4 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $3.7M | 25,303 | 0.3% | 9 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $3.3M | 22,585 | 0.2% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.1M | 21,036 | 0.0% | 16 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $2.7M | 18,112 | 0.0% | 32 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $2.6M | 17,903 | 0.1% | 9 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $2.3M | 15,415 | 0.1% | 19 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $2.2M | 14,806 | 0.5% | 24 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $1.6M | 10,672 | 0.6% | 12 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $1.5M | 10,412 | 0.3% | 19 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $1.5M | 10,043 | 0.5% | 27 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $1.4M | 9,853 | 0.9% | 8 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $1.3M | 8,648 | 0.2% | 31 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $1.1M | 7,756 | 0.2% | 24 |
| [PPS&V ASSET MANAGEMENT CONSULTANTS, INC.](https://holderbook.com/funds/1936380-pps-v-asset-management-consultants-inc/) | $1.1M | 7,299 | 0.6% | 16 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $968.7K | 6,614 | 0.1% | 16 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $906.4K | 6,188 | 0.1% | 32 |
| [Dickmeyer Boyce Financial Management, Inc.](https://holderbook.com/funds/2038325-dickmeyer-boyce-financial-management-inc/) | $782.2K | 5,340 | 0.4% | 3 |
| [DECISION INVESTMENTS, INC](https://holderbook.com/funds/2111652-decision-investments-inc/) | $727.6K | 4,967 | 0.7% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 76 | $125.7M |
| Q2 2026 | 1,248 | $10.5B |
| Q1 2026 | 1,237 | $9.8B |
| Q4 2025 | 1,239 | $9.2B |
| Q3 2025 | 1,177 | $9.2B |
| Q2 2025 | 1,179 | $9.1B |
| Q1 2025 | 1,177 | $8.8B |
| Q4 2024 | 1,197 | $58.7B |
| Q3 2024 | 1,154 | $9.4B |
| Q2 2024 | 1,103 | $8.6B |
| Q1 2024 | 1,113 | $10.4B |
| Q4 2023 | 1,124 | $10.0B |