SPDR SERIES TRUST (SDY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,196
Reporting holders
$9.6B
Reported value
0.2%
Held as options
+4
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $1.1B | 7,153,445 | 0.07% | 31q | -2.3%-$25.3M |
| MORGAN STANLEY | $746.6M | 4,906,331 | 0.04% | 35q | +1.2%+$8.6M |
| LPL Financial LLC | $462.7M | 3,040,750 | 0.10% | 31q | +1.4%+$6.5M |
| RAYMOND JAMES FINANCIAL INC | $455.0M | 2,990,179 | 0.12% | 7q | -2.3%-$10.6M |
| Joel Isaacson & Co., LLC | $440.5M | 2,894,421 | 12.75% | 31q | +1.7%+$7.2M |
| WELLS FARGO & COMPANY/MN | $347.2M | 2,281,758 | 0.06% | 31q | -48.1%-$322.3M |
| ROYAL BANK OF CANADA | $310.3M | 2,039,089 | 0.05% | 31q | +0.9%+$2.6M |
| UBS Group AG | $254.8M | 1,674,173 | 0.03% | 31q | HELD |
| JPMORGAN CHASE & CO | $210.9M | 1,380,453 | 0.01% | 31q | -1.4%-$2.9M |
| AMERIPRISE FINANCIAL INC | $196.6M | 1,292,475 | 0.04% | 31q | -51.5%-$208.9M |
| ENVESTNET ASSET MANAGEMENT INC | $169.2M | 1,111,642 | 0.04% | 31q | +0.7%+$1.3M |
| MAI Capital Management | $152.6M | 1,002,472 | 0.57% | 31q | +1.0%+$1.5M |
| Bank of New York Mellon Corp | $138.6M | 910,494 | 0.02% | 31q | -2.1%-$3.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $133.0M | 873,659 | 0.17% | 31q | -2.3%-$3.2M |
| Pathstone Holdings, LLC | $120.7M | 793,377 | 0.35% | 11q | +1.4%+$1.6M |
| Cetera Investment Advisers | $114.2M | 750,297 | 0.10% | 31q | +1.0%+$1.2M |
| TRUIST FINANCIAL CORP | $105.0M | 689,697 | 0.13% | 31q | -2.8%-$3.0M |
| Destination Wealth Management | $96.6M | 635,081 | 2.26% | 31q | +0.9%+$860.7K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $94.1M | 618,230 | 1.18% | new | NEW |
| STIFEL FINANCIAL CORP | $89.5M | 587,808 | 0.07% | 31q | +26.2%+$18.6M |
| OSAIC HOLDINGS, INC. | $84.1M | 552,440 | 0.10% | 26q | +7.4%+$5.8M |
| JONES FINANCIAL COMPANIES LLLP | $82.1M | 536,116 | 0.03% | 31q | +10.3%+$7.6M |
| Jupiter Topco LLC | $76.5M | 502,815 | 0.03% | new | FIRST |
| Capital Investment Advisors, LLC | $74.8M | 491,556 | 0.99% | 12q | -0.7%-$530.7K |
| HighTower Advisors, LLC | $73.2M | 481,025 | 0.07% | 31q | HELD |
| PNC Financial Services Group, Inc. | $68.5M | 450,216 | 0.03% | 31q | -2.3%-$1.6M |
| 1ST SOURCE BANK | $64.7M | 424,880 | 2.93% | 31q | -5.6%-$3.8M |
| Creative Planning | $64.5M | 423,949 | 0.04% | 31q | -3.5%-$2.3M |
| MML INVESTORS SERVICES, LLC | $63.1M | 414,516 | 0.13% | 31q | +17.8%+$9.5M |
| J.Safra Asset Management Corp | $57.5M | 378,030 | 2.65% | 18q | +2.6%+$1.5M |
| Elk River Wealth Management LLC | $56.5M | 371,018 | 8.99% | 23q | -12.2%-$7.8M |
| AlphaCore Capital LLC | $56.1M | 368,674 | 1.03% | 6q | +11574.3%+$55.6M |
| Legacy Financial Group LLC | $53.8M | 353,819 | 6.06% | 23q | +21.4%+$9.5M |
| GOLDMAN SACHS GROUP INC | $49.0M | 321,826 | 0.00% | 31q | -2.1%-$1.1M |
| BENJAMIN EDWARDS INC | $43.6M | 286,769 | 0.40% | 8q | +47.0%+$14.0M |
| MERCER GLOBAL ADVISORS INC /ADV | $43.5M | 285,660 | 0.03% | 30q | +118.7%+$23.6M |
| MARINO, STRAM & ASSOCIATES LLC | $42.6M | 279,804 | 6.78% | 31q | HELD |
| Clearstead Advisors, LLC | $42.6M | 279,710 | 0.40% | 31q | HELD |
| Baird Financial Group, Inc. | $41.5M | 272,798 | 0.06% | 31q | +6.9%+$2.7M |
| Kestra Advisory Services, LLC | $40.8M | 267,979 | 0.13% | 24q | +5.9%+$2.3M |
| Wolff Financial Management LLC | $40.1M | 263,340 | 7.99% | 30q | +1.3%+$510.7K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $39.8M | 261,650 | 0.29% | 31q | -6.7%-$2.9M |
| Rockefeller Capital Management L.P. | $39.3M | 258,404 | 0.06% | 30q | -3.5%-$1.4M |
| Linscomb Wealth, Inc. | $36.8M | 242,037 | 1.60% | 31q | -5.8%-$2.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $34.6M | 224,206 | 0.06% | 14q | HELD |
| Steward Partners Investment Advisory, LLC | $32.1M | 211,188 | 0.16% | 31q | -2.3%-$763.9K |
| Mariner, LLC | $31.1M | 204,288 | 0.03% | 31q | -32.9%-$15.2M |
| Modern Wealth Management, LLC | $28.5M | 187,544 | 0.34% | 5q | +7237.4%+$28.2M |
| Klingman & Associates, LLC | $28.5M | 187,332 | 1.21% | 31q | -1.1%-$308.0K |
| NWF Advisory Services Inc. | $28.0M | 183,880 | 2.63% | 14q | +3.3%+$890.4K |
| Graves Light Lenhart Wealth, Inc. | $27.6M | 181,578 | 2.58% | 31q | HELD |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $26.7M | 175,487 | 0.15% | 31q | -0.7%-$180.2K |
| Private Advisor Group, LLC | $26.3M | 173,016 | 0.12% | 31q | +52.4%+$9.1M |
| Jackson, Grant Investment Advisers, Inc. | $25.9M | 170,164 | 8.04% | 31q | -3.0%-$814.2K |
| Savant Capital, LLC | $25.6M | 171,541 | 0.08% | 31q | +97.7%+$12.7M |
| HUNTINGTON NATIONAL BANK | $25.5M | 167,435 | 0.12% | 31q | -2.8%-$735.9K |
| Corient Private Wealth LP | $23.5M | 154,513 | 0.02% | 15q | +107.7%+$12.2M |
| Orion Porfolio Solutions, LLC | $23.4M | 153,614 | 0.18% | 24q | +1.8%+$415.8K |
| Regent Peak Wealth Advisors LLC | $23.4M | 153,565 | 4.33% | 26q | +0.9%+$215.8K |
| Focus Partners Wealth | $22.8M | 150,144 | 0.02% | 11q | +19.0%+$3.7M |
| Equitable Holdings, Inc. | $22.8M | 150,033 | 0.14% | 27q | +3.9%+$852.5K |
| SCOTIA CAPITAL INC. | $22.3M | 146,817 | 0.08% | 31q | -2.5%-$569.5K |
| CAPTRUST FINANCIAL ADVISORS | $21.8M | 143,320 | 0.03% | 31q | -1.6%-$349.9K |
| BANK OF MONTREAL /CAN/ | $21.8M | 142,939 | 0.01% | 31q | -10.3%-$2.5M |
| FMR LLC | $20.7M | 136,072 | 0.00% | 31q | +6.8%+$1.3M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $20.1M | 132,295 | 0.31% | 5q | +92.5%+$9.7M |
| TigerOak Management, L.L.C. | $18.9M | 124,183 | 5.31% | 7q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $18.0M | 7,538 | 0.00% | 31q | -83.4%-$90.5M |
| Sanctuary Advisors, LLC | $17.9M | 117,924 | 0.08% | 9q | +24.4%+$3.5M |
| Midwest Trust Co | $17.1M | 112,374 | 0.19% | 5q | +1.0%+$173.0K |
| FIFTH THIRD BANCORP | $17.1M | 112,373 | 0.03% | 31q | -2.4%-$411.6K |
| Mesirow Financial Investment Management, Inc. | $16.7M | 109,968 | 0.26% | 11q | HELD |
| UMB Bank, n.a. | $16.7M | 109,855 | 0.21% | 31q | +0.8%+$126.6K |
| BOKF, NA | $16.4M | 107,452 | 0.23% | 30q | HELD |
| Associated Banc-Corp | $16.3M | 107,071 | 0.39% | 31q | HELD |
| Hubbell Strickland Wealth Management, LLC | $16.1M | 105,649 | 5.80% | 28q | HELD |
| Cerity Partners LLC | $15.3M | 100,632 | 0.02% | 22q | +1.0%+$156.3K |
| SARD WEALTH MANAGEMENT GROUP, LLC | $15.2M | 99,881 | 7.27% | 11q | +3.9%+$569.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.8M | 97,512 | 0.01% | 31q | +1.8%+$260.1K |
| Prosperity Consulting Group, LLC | $14.7M | 96,333 | 0.55% | 19q | -1.1%-$164.1K |
| US BANCORP \DE\ | $14.3M | 93,892 | 0.02% | 31q | +1.3%+$177.6K |
| MSH Capital Advisors LLC | $14.1M | 92,839 | 2.46% | 19q | +1.3%+$174.5K |
| KCM INVESTMENT ADVISORS LLC | $14.1M | 92,479 | 0.42% | 31q | HELD |
| CRA Financial Services, LLC | $14.0M | 91,795 | 1.61% | 31q | -1.9%-$273.3K |
| &PARTNERS | $13.7M | 90,166 | 0.06% | 10q | +3.1%+$408.0K |
| HB Wealth Management, LLC | $13.7M | 89,726 | 0.08% | 19q | +0.7%+$91.8K |
| Fund Evaluation Group, LLC | $13.6M | 89,489 | 0.37% | 2q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $13.5M | 88,567 | 0.01% | 19q | +3.7%+$474.7K |
| BLAIR WILLIAM & CO/IL | $13.3M | 87,329 | 0.03% | 31q | +5.5%+$695.9K |
| M&T Bank Corp | $13.1M | 85,771 | 0.04% | 26q | +1.1%+$142.6K |
| NewEdge Advisors, LLC | $12.8M | 84,145 | 0.04% | 31q | +139.2%+$7.5M |
| Merit Financial Group, LLC | $12.7M | 83,140 | 0.04% | 27q | +82.5%+$5.7M |
| WESBANCO BANK INC | $12.4M | 81,163 | 0.31% | 30q | -2.5%-$317.0K |
| NBT BANK, N.A. | $12.3M | 81,122 | 0.82% | 31q | -1.0%-$126.3K |
| TD PRIVATE CLIENT WEALTH LLC | $11.9M | 78,494 | 0.22% | 27q | -2.3%-$277.4K |
| IHT Wealth Management, LLC | $11.8M | 77,741 | 0.25% | 31q | HELD |
| World Investment Advisors | $11.6M | 79,530 | 0.19% | 9q | HELD |
| Forvis Mazars Wealth Advisors, LLC | $11.5M | 75,667 | 0.19% | 31q | -1.1%-$123.1K |
| SAGE RHINO CAPITAL LLC | $11.4M | 74,730 | 1.84% | 30q | -3.3%-$389.3K |
| ALLIANCEBERNSTEIN L.P. | $11.2M | 76,992 | 0.00% | 31q | +12.8%+$1.3M |
Showing the largest 100 of 1,241 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 | 1,196 | $9.6B | 62,840,753 | 53 | 264 | 371 | 0.2% |
| Q1 2026 | 1,192 | $9.6B | 65,823,159 | 71 | 256 | 385 | 0.3% |
| Q4 2025 | 1,187 | $9.0B | 64,222,579 | 64 | 263 | 367 | 0.2% |
| Q3 2025 | 1,126 | $8.8B | 62,800,429 | 65 | 247 | 373 | 0.1% |
| Q2 2025 | 1,119 | $8.7B | 63,706,953 | 55 | 250 | 372 | 0.2% |
| Q1 2025 | 1,118 | $8.4B | 61,517,472 | 55 | 233 | 425 | 0.1% |
| Q4 2024 | 1,133 | $8.4B | 63,251,189 | 62 | 260 | 329 | 0.1% |
| Q3 2024 | 1,087 | $8.8B | 62,115,797 | 93 | 221 | 379 | 0.2% |
| Q2 2024 | 1,034 | $8.0B | 63,205,213 | 38 | 247 | 392 | 0.1% |
| Q1 2024 | 1,041 | $9.8B | 74,439,553 | 61 | 223 | 427 | 0.2% |
| Q4 2023 | 1,045 | $9.4B | 74,929,847 | 65 | 213 | 408 | 0.2% |
| Q3 2023 | 967 | $8.2B | 70,946,837 | 26 | 250 | 349 | 0.3% |
| Q2 2023 | 998 | $8.9B | 72,341,632 | 42 | 232 | 357 | 0.2% |
| Q1 2023 | 996 | $9.3B | 75,449,824 | 57 | 258 | 295 | 0.2% |
| Q4 2022 | 948 | $9.3B | 74,056,819 | 83 | 292 | 247 | 0.4% |
| Q3 2022 | 1,026 | $8.7B | 77,983,471 | 55 | 369 | 219 | 0.4% |
| Q2 2022 | 1,034 | $8.7B | 73,149,649 | 66 | 335 | 264 | 0.3% |
| Q1 2022 | 1,030 | $8.7B | 67,688,163 | 72 | 345 | 240 | 0.1% |
| Q4 2021 | 993 | $8.2B | 63,691,334 | 58 | 275 | 240 | 0.3% |
| Q3 2021 | 882 | $7.2B | 60,939,068 | 41 | 249 | 249 | 0.1% |
| Q2 2021 | 899 | $7.5B | 61,200,315 | 68 | 284 | 226 | 0.2% |
| Q1 2021 | 878 | $7.2B | 60,639,127 | 65 | 277 | 284 | 0.2% |
| Q4 2020 | 864 | $7.0B | 66,316,159 | 76 | 236 | 266 | 0.4% |
| Q3 2020 | 778 | $5.6B | 60,558,498 | 46 | 174 | 315 | 0.4% |
| Q2 2020 | 786 | $5.7B | 61,917,095 | 59 | 179 | 327 | 0.2% |
| Q1 2020 | 788 | $5.4B | 68,239,083 | 56 | 204 | 328 | 0.2% |
| Q4 2019 | 864 | $8.0B | 74,183,131 | 55 | 270 | 199 | 0.1% |
| Q3 2019 | 754 | $7.2B | 69,870,061 | 53 | 258 | 201 | 0.2% |
| Q2 2019 | 739 | $7.1B | 70,435,746 | 33 | 247 | 216 | 0.3% |
| Q1 2019 | 758 | $7.1B | 70,944,244 | 63 | 227 | 241 | 0.2% |
| Q4 2018 | 730 | $6.4B | 71,109,744 | 7 | 10 | 12 | 0.2% |