SPDR SERIES TRUST (SLYG)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
29
Reporting holders
$97.1M
Reported value
0.0%
Calls
0.0%
Puts
-532
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Everhart Financial Group, Inc. | $60.8M | 567,965 | 3.74% | 6q | +5.4%+$3.1M |
| Farther Finance Advisors, LLC | $8.1M | 75,654 | 0.06% | 15q | +148.4%+$4.8M |
| Marathon Mission, Inc. | $5.3M | 49,257 | 2.66% | 10q | +1.7%+$87.2K |
| Roan Capital Partners | $4.8M | 45,013 | 3.53% | 3q | +5.1%+$234.9K |
| Friday Financial | $2.4M | 22,021 | 0.47% | 8q | +41.8%+$697.3K |
| WALLER FINANCIAL PLANNING GROUP, INC | $2.3M | 21,559 | 0.47% | 32q | HELD |
| Councilor Wealth, LLC | $2.2M | 20,729 | 0.91% | 12q | -10.2%-$252.0K |
| FELL CAPITAL MANAGEMENT /ADV | $2.0M | 18,373 | 1.69% | 4q | -1.6%-$32.2K |
| Investors Research Corp | $1.4M | 13,224 | 0.25% | 31q | HELD |
| Bill Few Associates, Inc. | $1.2M | 11,434 | 0.25% | 10q | HELD |
| YHB Investment Advisors, Inc. | $1.2M | 10,916 | 0.07% | 25q | HELD |
| Atlas Brown,Inc. | $636.3K | 5,948 | 0.17% | 32q | HELD |
| JUNCTURE WEALTH STRATEGIES, LLC | $623.6K | 5,830 | 0.16% | 3q | +7.2%+$42.0K |
| INSPIRION WEALTH ADVISORS, LLC | $622.8K | 5,822 | 0.07% | 20q | -3.4%-$21.6K |
| CoreCap Advisors, LLC | $486.0K | 4,543 | 0.01% | 11q | +32.6%+$119.5K |
| Barden Capital Management, Inc. | $460.8K | 4,308 | 0.42% | 20q | -81.8%-$2.1M |
| Stonebridge Wealth Management, LLC | $431.2K | 4,031 | 0.38% | 6q | -6.8%-$31.7K |
| First Heartland Consultants, Inc. | $419.4K | 3,920 | 0.03% | 32q | HELD |
| Balefire, LLC | $378.9K | 3,542 | 0.06% | 6q | -3.5%-$13.6K |
| HF Advisory Group, LLC | $322.4K | 3,014 | 0.10% | 16q | HELD |
| Wedmont Private Capital | $231.5K | 2,147 | 0.01% | 5q | HELD |
| Heartwood Wealth Advisors LLC | $212.1K | 1,983 | 0.02% | 2q | HELD |
| Montz Harcus Wealth Management LLC | $206.1K | 1,927 | 0.07% | 2q | HELD |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $203.7K | 1,904 | 0.15% | 2q | +12.2%+$22.1K |
| EASTERN BANK | $186.4K | 1,743 | 0.00% | 9q | +1154.0%+$171.6K |
| GK Wealth Management LLC | $22.2K | 208 | 0.01% | new | NEW |
| Noble Wealth Management PBC | $9.3K | 87 | 0.00% | 7q | HELD |
| Go Invest LLC | $4.2K | 39 | 0.00% | 4q | +5.4% |
| Central Pacific Bank - Trust Division | $1.3K | 12 | 0.00% | 11q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 29 | $97.1M | 907,153 | 1 | 10 | 6 | 0.0% |
| Q2 2026 | 561 | $3.7B | 30,973,888 | 66 | 169 | 173 | 0.0% |
| Q1 2026 | 517 | $2.9B | 29,806,263 | 39 | 166 | 155 | 0.0% |
| Q4 2025 | 513 | $2.4B | 25,371,108 | 45 | 157 | 154 | 0.0% |
| Q3 2025 | 487 | $2.4B | 25,626,074 | 40 | 162 | 159 | 0.1% |
| Q2 2025 | 486 | $2.2B | 24,475,654 | 48 | 169 | 154 | 0.1% |
| Q1 2025 | 464 | $2.2B | 26,621,108 | 33 | 155 | 161 | 0.0% |
| Q4 2024 | 479 | $2.4B | 26,333,231 | 28 | 164 | 145 | 0.0% |
| Q3 2024 | 465 | $2.4B | 25,588,959 | 44 | 153 | 145 | 0.0% |
| Q2 2024 | 443 | $2.1B | 25,355,684 | 31 | 144 | 142 | 0.0% |
| Q1 2024 | 441 | $2.3B | 26,025,043 | 49 | 136 | 137 | 0.0% |
| Q4 2023 | 428 | $2.0B | 24,154,491 | 39 | 135 | 133 | 0.0% |
| Q3 2023 | 382 | $1.5B | 20,765,238 | 31 | 133 | 112 | 0.0% |
| Q2 2023 | 370 | $1.6B | 20,253,179 | 27 | 118 | 123 | 0.0% |
| Q1 2023 | 361 | $1.4B | 19,579,756 | 27 | 140 | 102 | 0.0% |
| Q4 2022 | 369 | $1.3B | 18,255,609 | 37 | 121 | 101 | 0.0% |
| Q3 2022 | 332 | $1.2B | 16,785,336 | 15 | 119 | 103 | 0.0% |
| Q2 2022 | 346 | $1.2B | 17,443,580 | 28 | 131 | 104 | 0.0% |
| Q1 2022 | 353 | $1.2B | 14,507,150 | 30 | 118 | 101 | 0.0% |
| Q4 2021 | 358 | $1.4B | 14,565,576 | 32 | 113 | 82 | 0.0% |
| Q3 2021 | 307 | $1.3B | 14,877,899 | 19 | 111 | 79 | 0.0% |
| Q2 2021 | 309 | $1.2B | 13,640,307 | 18 | 110 | 82 | 0.0% |
| Q1 2021 | 312 | $1.1B | 13,212,250 | 33 | 85 | 116 | 0.0% |
| Q4 2020 | 294 | $1.0B | 13,146,330 | 30 | 84 | 90 | 0.0% |
| Q3 2020 | 252 | $748.0M | 12,648,466 | 16 | 77 | 101 | 0.0% |
| Q2 2020 | 253 | $743.0M | 13,052,656 | 31 | 75 | 96 | 0.0% |
| Q1 2020 | 242 | $683.2M | 14,965,967 | 25 | 82 | 93 | 0.0% |
| Q4 2019 | 268 | $958.2M | 14,848,836 | 20 | 97 | 72 | 0.0% |
| Q3 2019 | 233 | $983.5M | 16,485,491 | 16 | 85 | 83 | 0.0% |
| Q2 2019 | 233 | $929.2M | 18,242,191 | 22 | 105 | 61 | 0.0% |
| Q1 2019 | 245 | $918.8M | 15,374,923 | 28 | 94 | 77 | 0.0% |
| Q4 2018 | 240 | $721.0M | 13,313,009 | 1 | 7 | 7 | 0.0% |