# SPDR SERIES TRUST (SLYG)

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

- Reporting holders: 29
- Reported value: $97.1M
- 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 |
|---|---|---|---|---|
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $60.8M | 567,965 | 3.7% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $8.1M | 75,654 | 0.1% | 15 |
| [Marathon Mission, Inc.](https://holderbook.com/funds/1987261-marathon-mission-inc/) | $5.3M | 49,257 | 2.7% | 10 |
| [Roan Capital Partners](https://holderbook.com/funds/2124783-roan-capital-partners/) | $4.8M | 45,013 | 3.5% | 3 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $2.4M | 22,021 | 0.5% | 8 |
| [WALLER FINANCIAL PLANNING GROUP, INC](https://holderbook.com/funds/1736079-waller-financial-planning-group-inc/) | $2.3M | 21,559 | 0.5% | 32 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $2.2M | 20,729 | 0.9% | 12 |
| [FELL CAPITAL MANAGEMENT /ADV](https://holderbook.com/funds/850601-fell-capital-management-adv/) | $2.0M | 18,373 | 1.7% | 4 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $1.4M | 13,224 | 0.2% | 31 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $1.2M | 11,434 | 0.3% | 10 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $1.2M | 10,916 | 0.1% | 25 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $636.3K | 5,948 | 0.2% | 32 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $623.6K | 5,830 | 0.2% | 3 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $622.8K | 5,822 | 0.1% | 20 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $486.0K | 4,543 | 0.0% | 11 |
| [Barden Capital Management, Inc.](https://holderbook.com/funds/1906798-barden-capital-management-inc/) | $460.8K | 4,308 | 0.4% | 20 |
| [Stonebridge Wealth Management, LLC](https://holderbook.com/funds/2082460-stonebridge-wealth-management-llc/) | $431.2K | 4,031 | 0.4% | 6 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $419.4K | 3,920 | 0.0% | 32 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $378.9K | 3,542 | 0.1% | 6 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $322.4K | 3,014 | 0.1% | 16 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $231.5K | 2,147 | 0.0% | 5 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $212.1K | 1,983 | 0.0% | 2 |
| [Montz Harcus Wealth Management LLC](https://holderbook.com/funds/1918613-montz-harcus-wealth-management-llc/) | $206.1K | 1,927 | 0.1% | 2 |
| [JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/2122180-journey-retirement-planning-investment-management-llc/) | $203.7K | 1,904 | 0.1% | 2 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $186.4K | 1,743 | 0.0% | 9 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 29 | $97.1M |
| Q2 2026 | 561 | $3.7B |
| Q1 2026 | 517 | $2.9B |
| Q4 2025 | 513 | $2.4B |
| Q3 2025 | 487 | $2.4B |
| Q2 2025 | 486 | $2.2B |
| Q1 2025 | 464 | $2.2B |
| Q4 2024 | 479 | $2.4B |
| Q3 2024 | 465 | $2.4B |
| Q2 2024 | 443 | $2.1B |
| Q1 2024 | 441 | $2.3B |
| Q4 2023 | 428 | $2.0B |