# SPDR SERIES TRUST (SLYV)

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

- Reporting holders: 43
- Reported value: $92.0M
- 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 |
|---|---|---|---|---|
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $22.2M | 217,243 | 1.9% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $10.2M | 100,342 | 0.1% | 16 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $7.5M | 68,669 | 2.4% | 12 |
| [Marathon Mission, Inc.](https://holderbook.com/funds/1987261-marathon-mission-inc/) | $5.6M | 54,707 | 2.8% | 14 |
| [Hamilton Capital, LLC](https://holderbook.com/funds/1646639-hamilton-capital-llc/) | $5.4M | 52,744 | 0.3% | 22 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $3.9M | 38,054 | 1.6% | 12 |
| [Paragon Capital Management Ltd](https://holderbook.com/funds/1569765-paragon-capital-management-ltd/) | $3.6M | 34,892 | 0.7% | 12 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $3.0M | 29,238 | 0.6% | 8 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $2.8M | 27,553 | 0.6% | 24 |
| [Marotta Asset Management](https://holderbook.com/funds/1802091-marotta-asset-management/) | $2.8M | 27,243 | 0.5% | 27 |
| [Canandaigua National Trust Co of Florida](https://holderbook.com/funds/1471384-canandaigua-national-trust-co-of-florida/) | $2.7M | 26,369 | 1.5% | 8 |
| [FELL CAPITAL MANAGEMENT /ADV](https://holderbook.com/funds/850601-fell-capital-management-adv/) | $2.7M | 26,212 | 2.3% | 4 |
| [WALLER FINANCIAL PLANNING GROUP, INC](https://holderbook.com/funds/1736079-waller-financial-planning-group-inc/) | $2.6M | 24,981 | 0.5% | 32 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $2.2M | 21,190 | 0.2% | 24 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $2.2M | 21,119 | 0.4% | 20 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $1.7M | 17,073 | 0.2% | 25 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.7M | 16,518 | 0.0% | 19 |
| [Hardin Capital Partners, LLC](https://holderbook.com/funds/2033094-hardin-capital-partners-llc/) | $1.2M | 12,068 | 0.6% | 7 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $885.3K | 8,666 | 0.1% | 24 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $783.2K | 7,668 | 0.0% | 23 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $770.9K | 7,547 | 0.2% | 32 |
| [Taylor & Morgan Wealth Management, LLC](https://holderbook.com/funds/1844266-taylor-morgan-wealth-management-llc/) | $738.7K | 7,232 | 0.4% | 18 |
| [Montz Harcus Wealth Management LLC](https://holderbook.com/funds/1918613-montz-harcus-wealth-management-llc/) | $730.6K | 7,152 | 0.3% | 20 |
| [CogentBlue Wealth Advisors, LLC](https://holderbook.com/funds/2054047-cogentblue-wealth-advisors-llc/) | $652.3K | 6,386 | 0.6% | 8 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $486.7K | 4,725 | 0.1% | 17 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 43 | $92.0M |
| Q2 2026 | 624 | $3.4B |
| Q1 2026 | 600 | $2.7B |
| Q4 2025 | 589 | $2.7B |
| Q3 2025 | 564 | $2.7B |
| Q2 2025 | 552 | $2.4B |
| Q1 2025 | 552 | $2.5B |
| Q4 2024 | 585 | $2.6B |
| Q3 2024 | 550 | $2.6B |
| Q2 2024 | 533 | $2.3B |
| Q1 2024 | 534 | $2.6B |
| Q4 2023 | 535 | $2.6B |