SPDR SERIES TRUST (SLYG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
546
Reporting holders
$3.6B
Reported value
0.0%
Held as options
+43
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $1.1B | 8,857,722 | 0.24% | 31q | +6.3%+$62.5M |
| Financial Engines Advisors L.L.C. | $126.5M | 1,062,120 | 0.22% | 31q | -2.9%-$3.8M |
| BANK OF AMERICA CORP /DE/ | $111.9M | 939,694 | 0.01% | 31q | -5.0%-$5.9M |
| MORGAN STANLEY | $105.1M | 882,645 | 0.01% | 35q | -4.4%-$4.8M |
| AMERIPRISE FINANCIAL INC | $96.0M | 804,140 | 0.02% | 31q | -52.5%-$106.2M |
| NorthRock Partners, LLC | $87.3M | 732,397 | 1.27% | 28q | +7.3%+$6.0M |
| Savant Capital, LLC | $67.5M | 626,233 | 0.20% | 27q | +99.2%+$33.6M |
| Diversified Enterprises, LLC | $66.1M | 554,547 | 3.20% | 8q | +2.8%+$1.8M |
| Everhart Financial Group, Inc. | $64.2M | 538,759 | 4.11% | 5q | +1098.8%+$58.8M |
| Cetera Investment Advisers | $61.7M | 518,242 | 0.06% | 10q | +9.3%+$5.3M |
| WCG Wealth Advisors LLC | $48.1M | 403,762 | 1.14% | 17q | -6.9%-$3.6M |
| Rodgers & Associates, LTD | $48.1M | 403,692 | 4.36% | 23q | -3.5%-$1.7M |
| FAS Wealth Partners, Inc. | $45.3M | 380,346 | 2.36% | 30q | +14.9%+$5.9M |
| Convergence Financial, LLC | $43.5M | 365,342 | 3.46% | 19q | +89.5%+$20.6M |
| Avantax Planning Partners, Inc. | $42.0M | 352,536 | 1.05% | 31q | +5.7%+$2.3M |
| Krilogy Financial LLC | $41.9M | 352,106 | 1.24% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $37.8M | 317,677 | 0.01% | 7q | +7.3%+$2.6M |
| HighTower Advisors, LLC | $35.8M | 300,728 | 0.03% | 31q | -4.4%-$1.7M |
| Pacific Life Fund Advisors LLC | $34.1M | 286,594 | 3.75% | new | NEW |
| UBS Group AG | $33.6M | 281,801 | 0.00% | 31q | -14.1%-$5.5M |
| OSAIC HOLDINGS, INC. | $32.6M | 273,222 | 0.04% | 26q | -4.0%-$1.4M |
| Mariner, LLC | $30.6M | 256,942 | 0.03% | 31q | -14.7%-$5.3M |
| GHP Investment Advisors, Inc. | $30.3M | 254,137 | 1.11% | 31q | +1.7%+$513.3K |
| AIRE ADVISORS, LLC | $27.4M | 230,151 | 4.46% | 19q | +1.1%+$297.3K |
| JONES FINANCIAL COMPANIES LLLP | $27.4M | 232,974 | 0.01% | 17q | +12.2%+$3.0M |
| WELLS FARGO & COMPANY/MN | $25.7M | 216,097 | 0.00% | 31q | -63.1%-$43.9M |
| First National Trust Co | $24.6M | 206,257 | 0.83% | 31q | +1.3%+$306.9K |
| OpenArc Corporate Advisory, LLC | $24.5M | 205,387 | 0.29% | 3q | -2.6%-$654.5K |
| Klingman & Associates, LLC | $24.3M | 203,898 | 1.03% | 31q | HELD |
| Grey Fox Wealth Advisors, LLC | $21.4M | 179,787 | 3.36% | 15q | +1.6%+$346.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $21.4M | 179,671 | 0.01% | 31q | -9.7%-$2.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $20.1M | 168,328 | 0.03% | 31q | -3.8%-$796.6K |
| VICTORY FINANCIAL GROUP, LLC | $19.7M | 164,987 | 2.06% | 7q | +0.9%+$173.1K |
| Private Advisor Group, LLC | $19.6M | 164,196 | 0.09% | 31q | +3.5%+$665.6K |
| Equitable Holdings, Inc. | $18.0M | 151,367 | 0.11% | 27q | -16.9%-$3.7M |
| Optimist Retirement Group LLC | $15.7M | 131,839 | 6.06% | 11q | -1.5%-$235.9K |
| ROYAL BANK OF CANADA | $14.9M | 125,342 | 0.00% | 31q | +25.3%+$3.0M |
| Marietta Wealth Management, LLC | $14.4M | 120,589 | 1.48% | 31q | +2.0%+$280.2K |
| Integrated Wealth Concepts LLC | $14.3M | 120,013 | 0.07% | 9q | +13.2%+$1.7M |
| Shakespeare Wealth Management, LLC | $14.2M | 119,563 | 3.77% | 31q | -34.4%-$7.5M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $13.8M | 115,518 | 0.05% | 2q | -4.9%-$704.5K |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $13.3M | 111,228 | 1.73% | 2q | +301.3%+$9.9M |
| ENVESTNET ASSET MANAGEMENT INC | $13.1M | 109,766 | 0.00% | 31q | -4.6%-$627.6K |
| MONECO ADVISORS, LLC | $12.5M | 104,727 | 0.76% | 19q | +14.1%+$1.5M |
| RAINEY & RANDALL WEALTH ADVISORS INC. | $12.2M | 102,047 | 1.74% | 24q | -0.7%-$85.7K |
| Csenge Advisory Group | $12.1M | 101,204 | 0.49% | 17q | -3.0%-$370.4K |
| MATHER GROUP, LLC. | $11.8M | 98,823 | 0.10% | 31q | HELD |
| BIP Wealth, LLC | $11.3M | 95,010 | 0.32% | 14q | +0.8%+$91.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $10.7M | 90,098 | 0.01% | 30q | +145.7%+$6.4M |
| Baird Financial Group, Inc. | $10.6M | 88,793 | 0.01% | 26q | +10.4%+$993.2K |
| Mutual Advisors, LLC | $10.2M | 85,532 | 0.19% | 31q | +3.8%+$376.5K |
| MAI Capital Management | $10.1M | 85,007 | 0.04% | 9q | HELD |
| Coppell Advisory Solutions LLC | $10.0M | 2,540 | 0.83% | new | NEW |
| Financial Strategies Group, Inc. | $9.7M | 83,841 | 1.55% | 27q | +1.7%+$159.5K |
| Key Financial Inc | $9.6M | 80,325 | 1.57% | 23q | -3.4%-$333.8K |
| Integrity Wealth Solutions LLC | $9.5M | 79,642 | 3.51% | 11q | +1.6%+$145.5K |
| HRC WEALTH MANAGEMENT, LLC | $9.4M | 78,831 | 3.84% | 10q | +3.6%+$323.0K |
| Cerro Pacific Wealth Advisors LLC | $9.3M | 78,256 | 2.11% | 14q | +3.7%+$335.5K |
| EARNED WEALTH ADVISORS, LLC | $9.2M | 77,246 | 0.59% | 3q | HELD |
| Corient Private Wealth LP | $9.2M | 77,138 | 0.01% | 12q | +71.6%+$3.8M |
| Tradition Wealth Management, LLC | $9.2M | 76,893 | 0.56% | 23q | HELD |
| Leicht Financial Planning & Wealth Management, Inc. | $9.0M | 75,788 | 3.70% | 5q | +32.8%+$2.2M |
| KWB Wealth | $9.0M | 75,460 | 0.77% | 23q | -0.7%-$61.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.9M | 76,168 | 0.01% | 12q | +31.8%+$2.1M |
| Leslie Global Wealth, LLC | $8.9M | 74,342 | 3.45% | 9q | +25.7%+$1.8M |
| Aptus Capital Advisors, LLC | $8.8M | 74,006 | 0.06% | 25q | HELD |
| Pathstone Holdings, LLC | $8.7M | 72,747 | 0.03% | 11q | +1.1%+$97.8K |
| Focus Partners Wealth | $8.6M | 72,105 | 0.01% | 11q | -5.1%-$464.1K |
| Nvest Wealth Strategies, Inc. | $8.4M | 70,704 | 5.26% | 3q | +0.8%+$64.4K |
| Wealthcare Advisory Partners LLC | $8.4M | 70,377 | 0.16% | 17q | -1.6%-$132.9K |
| Strategies Wealth Advisors, LLC | $8.3M | 69,785 | 0.74% | 18q | -4.3%-$372.5K |
| Fragasso Financial Advisors Inc | $8.0M | 67,025 | 0.42% | 11q | HELD |
| New England Capital Financial Advisors LLC | $7.9M | 66,065 | 1.88% | 15q | -0.7%-$55.4K |
| Roberts Financial Services LLC | $7.2M | 60,445 | 2.11% | 26q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.2M | 60,148 | 0.00% | 3q | +93.6%+$3.5M |
| IFG Advisory, LLC | $7.1M | 59,885 | 0.25% | new | NEW |
| EP Wealth Advisors, LLC | $7.1M | 59,507 | 0.03% | 11q | +1546.6%+$6.7M |
| TRUIST FINANCIAL CORP | $7.1M | 59,426 | 0.01% | 27q | -7.7%-$591.8K |
| Creative Planning | $7.0M | 58,994 | 0.00% | 31q | +2.1%+$147.1K |
| CAPTRUST FINANCIAL ADVISORS | $6.9M | 58,309 | 0.01% | 8q | +235.1%+$4.9M |
| MML INVESTORS SERVICES, LLC | $6.9M | 58,013 | 0.01% | 31q | +15.0%+$899.4K |
| Financial Security Advisor, Inc. | $6.8M | 56,967 | 1.10% | 12q | -2.3%-$163.1K |
| Junk Investment Group, LLC | $6.6M | 55,293 | 2.92% | 2q | -0.6%-$41.6K |
| ASSETMARK, INC | $6.4M | 53,910 | 0.01% | 31q | -4.9%-$330.0K |
| BARRETT & COMPANY, INC. | $6.4M | 53,858 | 1.80% | 16q | +5.1%+$308.8K |
| Midwest Financial Group LLC | $6.4M | 53,306 | 2.23% | 7q | +4.6%+$279.5K |
| BNP PARIBAS FINANCIAL MARKETS | $6.1M | 51,100 | 0.00% | 5q | -74.5%-$17.7M |
| Summit Financial, LLC | $6.1M | 50,899 | 0.07% | 20q | -2.0%-$124.7K |
| Pacific Sun Financial Corp | $6.1M | 50,818 | 2.50% | 25q | -2.4%-$145.9K |
| Financial Concepts Unlimited, Inc. | $5.9M | 49,817 | 4.65% | 2q | +0.6%+$34.9K |
| OPPENHEIMER & CO INC | $5.9M | 49,741 | 0.06% | new | NEW |
| J.W. COLE ADVISORS, INC. | $5.8M | 48,753 | 0.10% | 19q | -2.1%-$121.9K |
| ERn Financial, LLC | $5.8M | 48,685 | 0.96% | 31q | -1.2%-$68.0K |
| Quent Capital, LLC | $5.8M | 48,626 | 0.36% | 19q | +4.3%+$239.0K |
| TME FINANCIAL, INC. | $5.8M | 48,447 | 3.56% | 5q | +62.2%+$2.2M |
| Marathon Mission, Inc. | $5.8M | 48,442 | 2.88% | 9q | +3.8%+$211.2K |
| BALANCED WEALTH GROUP LLC | $5.8M | 48,384 | 1.82% | 11q | -59.4%-$8.4M |
| INTERACTIVE FINANCIAL ADVISORS, INC. | $5.8M | 49,303 | 3.51% | 13q | +1.4%+$78.2K |
| Geneos Wealth Management Inc. | $5.7M | 47,644 | 0.12% | 42q | HELD |
| GOLDMAN SACHS GROUP INC | $5.6M | 47,404 | 0.00% | 30q | -5.9%-$351.2K |
Showing the largest 100 of 559 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 | 546 | $3.6B | 30,485,325 | 65 | 162 | 172 | 0.0% |
| Q1 2026 | 503 | $2.9B | 29,627,158 | 37 | 161 | 155 | 0.0% |
| Q4 2025 | 498 | $2.4B | 25,054,852 | 44 | 154 | 150 | 0.0% |
| Q3 2025 | 468 | $2.3B | 25,044,581 | 35 | 156 | 156 | 0.1% |
| Q2 2025 | 469 | $2.1B | 23,780,776 | 48 | 161 | 150 | 0.1% |
| Q1 2025 | 443 | $2.2B | 25,996,709 | 31 | 146 | 159 | 0.0% |
| Q4 2024 | 456 | $2.3B | 25,741,777 | 24 | 156 | 141 | 0.0% |
| Q3 2024 | 443 | $2.3B | 24,740,291 | 41 | 147 | 139 | 0.0% |
| Q2 2024 | 418 | $2.0B | 23,622,952 | 29 | 135 | 135 | 0.0% |
| Q1 2024 | 410 | $2.1B | 24,462,046 | 45 | 129 | 125 | 0.0% |
| Q4 2023 | 394 | $1.8B | 21,786,546 | 34 | 122 | 125 | 0.0% |
| Q3 2023 | 350 | $1.4B | 18,607,030 | 27 | 123 | 101 | 0.0% |
| Q2 2023 | 338 | $1.4B | 17,776,645 | 24 | 109 | 108 | 0.0% |
| Q1 2023 | 324 | $1.3B | 17,118,580 | 23 | 128 | 91 | 0.0% |
| Q4 2022 | 309 | $1.1B | 15,611,403 | 34 | 102 | 85 | 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% |