SPDR SERIES TRUST (SLYV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
605
Reporting holders
$3.3B
Reported value
0.0%
Held as options
+23
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 | $781.9M | 7,166,475 | 0.18% | 31q | +38.6%+$217.7M |
| Financial Engines Advisors L.L.C. | $113.4M | 1,038,990 | 0.20% | 31q | -4.1%-$4.9M |
| Cannon Financial Strategists, Inc. | $109.2M | 1,001,138 | 12.43% | 30q | -0.7%-$754.7K |
| BANK OF AMERICA CORP /DE/ | $104.8M | 960,074 | 0.01% | 31q | -8.1%-$9.2M |
| NorthRock Partners, LLC | $91.0M | 834,093 | 1.32% | 29q | +4.5%+$3.9M |
| Pacific Life Fund Advisors LLC | $61.7M | 565,677 | 6.79% | new | NEW |
| MORGAN STANLEY | $60.7M | 556,313 | 0.00% | 35q | HELD |
| AMERIPRISE FINANCIAL INC | $59.6M | 545,069 | 0.01% | 31q | -54.3%-$70.8M |
| Convergence Financial, LLC | $41.6M | 381,642 | 3.31% | 19q | +89.8%+$19.7M |
| Goelzer Investment Management, Inc. | $40.9M | 374,631 | 1.78% | 25q | -52.6%-$45.4M |
| WCG Wealth Advisors LLC | $40.1M | 367,902 | 0.95% | 17q | -3.3%-$1.4M |
| Creative Planning | $35.4M | 324,356 | 0.02% | 31q | -8.6%-$3.3M |
| Rodgers & Associates, LTD | $35.2M | 322,641 | 3.20% | 23q | HELD |
| Equitable Holdings, Inc. | $34.8M | 318,546 | 0.21% | 27q | +6.1%+$2.0M |
| Fragasso Financial Advisors Inc | $33.3M | 305,286 | 1.77% | 23q | -1.5%-$523.1K |
| Dean, Jacobson Financial Services, LLC | $31.5M | 288,425 | 17.32% | 4q | -0.8%-$248.8K |
| Cerity Partners LLC | $30.6M | 280,730 | 0.04% | 29q | -1.9%-$580.9K |
| Klingman & Associates, LLC | $30.5M | 279,909 | 1.30% | 31q | HELD |
| Focus Partners Wealth | $30.5M | 279,896 | 0.03% | 10q | +8.6%+$2.4M |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $30.4M | 278,220 | 2.30% | 26q | -2.3%-$719.8K |
| Waverly Advisors, LLC | $25.2M | 230,724 | 0.15% | 11q | -2.0%-$522.1K |
| Morningstar Investment Management LLC | $24.2M | 255,802 | 1.49% | 4q | HELD |
| OSAIC HOLDINGS, INC. | $23.9M | 219,289 | 0.03% | 26q | -3.7%-$923.0K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $23.9M | 219,319 | 2.02% | 8q | +4.8%+$1.1M |
| One Day In July LLC | $23.8M | 217,834 | 1.65% | 11q | +8.2%+$1.8M |
| Wrenne Financial Planning LLC | $23.1M | 211,985 | 7.81% | 11q | +4.4%+$984.3K |
| First National Trust Co | $23.0M | 210,616 | 0.78% | 31q | +0.7%+$157.6K |
| OpenArc Corporate Advisory, LLC | $21.9M | 200,367 | 0.26% | 3q | -8.3%-$2.0M |
| HighTower Advisors, LLC | $21.8M | 199,840 | 0.02% | 31q | -6.2%-$1.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $21.1M | 197,628 | 0.04% | 31q | -6.7%-$1.5M |
| Financial Strategies Group, Inc. | $20.6M | 188,300 | 3.29% | 27q | +1.9%+$389.0K |
| GHP Investment Advisors, Inc. | $20.2M | 184,716 | 0.74% | 31q | +1.6%+$319.4K |
| FAS Wealth Partners, Inc. | $20.1M | 184,101 | 1.05% | 30q | +5.4%+$1.0M |
| WELLS FARGO & COMPANY/MN | $20.0M | 183,331 | 0.00% | 31q | -65.0%-$37.1M |
| Key Financial Inc | $19.7M | 180,724 | 3.23% | 26q | -1.3%-$252.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $19.5M | 178,621 | 0.02% | 31q | -7.0%-$1.5M |
| Avantax Planning Partners, Inc. | $19.3M | 176,693 | 0.48% | 20q | -3.8%-$771.4K |
| American Financial Advisors, LLC | $17.6M | 161,395 | 2.12% | 22q | -35.4%-$9.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $17.3M | 158,224 | 0.01% | 24q | +144.2%+$10.2M |
| ENVESTNET ASSET MANAGEMENT INC | $16.9M | 154,964 | 0.00% | 31q | -32.9%-$8.3M |
| SAGE FINANCIAL GROUP INC | $16.7M | 152,819 | 0.92% | 31q | -3.9%-$681.4K |
| JONES FINANCIAL COMPANIES LLLP | $16.4M | 150,501 | 0.01% | 17q | +13.2%+$1.9M |
| Geneos Wealth Management Inc. | $15.5M | 142,458 | 0.32% | 38q | +22.2%+$2.8M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $15.1M | 138,743 | 0.05% | 2q | -5.8%-$935.4K |
| Optimist Retirement Group LLC | $14.9M | 136,908 | 5.76% | 11q | HELD |
| RITHOLTZ WEALTH MANAGEMENT | $14.9M | 136,482 | 0.11% | 31q | +105.3%+$7.6M |
| Lutz Financial Services LLC | $14.9M | 136,271 | 0.91% | 31q | -1.6%-$237.8K |
| UBS Group AG | $14.7M | 135,160 | 0.00% | 31q | -10.5%-$1.7M |
| Baird Financial Group, Inc. | $14.2M | 130,437 | 0.02% | 26q | +4.3%+$582.6K |
| CarsonAllaria Wealth Management, Ltd. | $14.1M | 129,564 | 6.13% | 19q | +4.1%+$559.6K |
| STEVENS CAPITAL PARTNERS | $14.0M | 128,076 | 2.66% | 15q | +26.6%+$2.9M |
| Triangle Securities Wealth Management | $13.6M | 124,315 | 2.69% | 30q | HELD |
| BIP Wealth, LLC | $13.3M | 121,966 | 0.38% | 14q | +6.0%+$754.5K |
| Rothschild Wealth LLC | $13.0M | 119,184 | 1.04% | 3q | -7.5%-$1.1M |
| Asset Dedication, LLC | $11.6M | 106,354 | 0.73% | 31q | -4.4%-$528.6K |
| LPWM LLC | $11.1M | 101,312 | 2.45% | 27q | HELD |
| Focus Partners Advisor Solutions, LLC | $10.9M | 99,910 | 0.09% | 19q | +3.5%+$369.7K |
| N.E.W. Advisory Services LLC | $10.8M | 99,101 | 0.72% | 26q | -4.9%-$556.7K |
| Avior Wealth Management, LLC | $10.8M | 99,126 | 0.28% | 31q | +43.2%+$3.3M |
| Capasso Planning Partners LLC | $10.7M | 97,845 | 5.32% | 19q | -1.3%-$146.0K |
| RAYMOND JAMES FINANCIAL INC | $10.6M | 97,149 | 0.00% | 7q | +5.9%+$586.1K |
| Cetera Investment Advisers | $10.3M | 94,166 | 0.01% | 30q | +3.2%+$322.6K |
| Rockbridge Investment Management, LCC | $10.1M | 92,717 | 0.82% | 25q | -1.8%-$181.7K |
| Mariner, LLC | $9.7M | 88,473 | 0.01% | 31q | -10.1%-$1.1M |
| Modera Wealth Management, LLC | $9.6M | 87,923 | 0.10% | 31q | HELD |
| Diversified Enterprises, LLC | $9.5M | 87,234 | 0.46% | 8q | +0.7%+$70.2K |
| Corient Private Wealth LP | $9.4M | 86,173 | 0.01% | 15q | +105.5%+$4.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.3M | 85,389 | 0.00% | 8q | +2476.6%+$9.0M |
| Savant Capital, LLC | $9.2M | 90,729 | 0.03% | 31q | +100.6%+$4.6M |
| TRB Wealth Management, LLC | $9.1M | 83,737 | 1.22% | 2q | +1.2%+$110.1K |
| Trilogy Capital Inc. | $8.9M | 81,461 | 0.34% | 17q | +13.8%+$1.1M |
| MATHER GROUP, LLC. | $8.9M | 81,169 | 0.08% | 31q | -1.8%-$159.0K |
| GOLDMAN SACHS GROUP INC | $8.8M | 80,491 | 0.00% | 31q | +6.7%+$548.1K |
| Private Advisor Group, LLC | $8.7M | 80,103 | 0.04% | 27q | -49.7%-$8.6M |
| Leicht Financial Planning & Wealth Management, Inc. | $8.6M | 78,485 | 3.51% | new | NEW |
| Arnold Financial Planning LLC | $8.2M | 75,505 | 6.14% | 3q | +1.7%+$136.2K |
| Symphony Financial, Ltd. Co. | $8.2M | 75,656 | 0.90% | 6q | +6.9%+$534.7K |
| NWAM LLC | $8.1M | 74,379 | 0.41% | 8q | -16.7%-$1.6M |
| KWB Wealth | $7.8M | 71,378 | 0.67% | 23q | +616.7%+$6.7M |
| Cambridge Financial Group, LLC | $7.5M | 68,669 | 2.36% | 11q | -1.6%-$121.9K |
| MONECO ADVISORS, LLC | $7.4M | 67,943 | 0.45% | 9q | +9.3%+$631.5K |
| AIRE ADVISORS, LLC | $7.3M | 66,815 | 1.19% | 19q | HELD |
| ROYAL BANK OF CANADA | $7.1M | 65,181 | 0.00% | 31q | +0.6%+$42.9K |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $6.9M | 63,149 | 0.90% | 9q | HELD |
| Kingsview Wealth Management, LLC | $6.8M | 62,404 | 0.08% | 29q | -9.5%-$712.1K |
| Roberts Financial Services LLC | $6.7M | 61,436 | 1.96% | 26q | HELD |
| NORTHWEST WEALTH MANAGEMENT, LLC | $6.6M | 60,684 | 0.87% | 31q | -1.4%-$92.9K |
| IHT Wealth Management, LLC | $6.5M | 59,287 | 0.14% | 31q | HELD |
| Marathon Mission, Inc. | $5.9M | 54,505 | 2.97% | 13q | +1.4%+$79.9K |
| Probity Advisors, Inc. | $5.9M | 53,973 | 0.84% | 29q | -3.5%-$216.6K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $5.8M | 53,316 | 0.10% | 31q | -12.8%-$855.4K |
| Midwest Trust Co | $5.8M | 52,831 | 0.07% | 5q | -1.8%-$105.0K |
| INTERACTIVE FINANCIAL ADVISORS, INC. | $5.6M | 52,529 | 3.43% | 13q | +1.4%+$79.4K |
| MML INVESTORS SERVICES, LLC | $5.6M | 51,001 | 0.01% | 31q | +11.3%+$562.8K |
| Nvest Wealth Strategies, Inc. | $5.5M | 50,259 | 3.43% | 3q | HELD |
| Salomon & Ludwin, LLC | $5.5M | 50,142 | 0.45% | 28q | -4.0%-$229.9K |
| Hamilton Capital, LLC | $5.4M | 49,600 | 0.27% | 21q | +6.6%+$336.6K |
| Sankala Group LLC | $5.1M | 46,415 | 3.42% | 3q | +7.4%+$350.8K |
| New Hampshire Trust | $5.0M | 46,224 | 0.95% | 15q | -1.2%-$59.7K |
| Strategies Wealth Advisors, LLC | $4.9M | 44,937 | 0.44% | 18q | -5.3%-$274.5K |
Showing the largest 100 of 621 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 | 605 | $3.3B | 29,991,971 | 50 | 151 | 210 | 0.0% |
| Q1 2026 | 582 | $2.7B | 28,498,236 | 41 | 135 | 219 | 0.0% |
| Q4 2025 | 569 | $2.6B | 29,049,852 | 36 | 140 | 210 | 0.0% |
| Q3 2025 | 544 | $2.6B | 29,368,275 | 49 | 124 | 205 | 0.0% |
| Q2 2025 | 527 | $2.3B | 29,313,970 | 40 | 145 | 211 | 0.0% |
| Q1 2025 | 527 | $2.5B | 31,286,782 | 32 | 158 | 198 | 0.0% |
| Q4 2024 | 553 | $2.4B | 28,009,775 | 32 | 172 | 173 | 0.0% |
| Q3 2024 | 517 | $2.4B | 27,962,625 | 54 | 160 | 167 | 0.0% |
| Q2 2024 | 491 | $2.2B | 28,079,317 | 33 | 148 | 186 | 0.0% |
| Q1 2024 | 492 | $2.4B | 28,912,411 | 34 | 148 | 185 | 0.0% |
| Q4 2023 | 490 | $2.3B | 27,761,732 | 42 | 146 | 188 | 0.0% |
| Q3 2023 | 439 | $2.1B | 28,482,984 | 21 | 145 | 157 | 0.0% |
| Q2 2023 | 454 | $2.1B | 26,893,995 | 30 | 162 | 157 | 0.0% |
| Q1 2023 | 420 | $2.1B | 27,264,002 | 28 | 126 | 151 | 0.0% |
| Q4 2022 | 401 | $2.1B | 27,796,585 | 30 | 141 | 118 | 0.1% |
| Q3 2022 | 450 | $2.2B | 32,937,350 | 31 | 148 | 149 | 0.1% |
| Q2 2022 | 456 | $2.5B | 34,680,373 | 44 | 172 | 136 | 0.0% |
| Q1 2022 | 455 | $2.7B | 32,910,903 | 50 | 175 | 118 | 0.0% |
| Q4 2021 | 436 | $2.7B | 31,815,282 | 34 | 139 | 118 | 0.1% |
| Q3 2021 | 387 | $2.5B | 30,121,281 | 27 | 145 | 117 | 0.0% |
| Q2 2021 | 390 | $2.5B | 28,843,281 | 42 | 138 | 120 | 0.1% |
| Q1 2021 | 368 | $2.3B | 28,665,733 | 52 | 101 | 151 | 0.0% |
| Q4 2020 | 331 | $1.6B | 24,617,041 | 30 | 106 | 107 | 0.0% |
| Q3 2020 | 293 | $1.1B | 21,978,672 | 27 | 88 | 118 | 0.0% |
| Q2 2020 | 295 | $1.1B | 21,598,660 | 36 | 106 | 107 | 0.0% |
| Q1 2020 | 281 | $984.1M | 24,011,664 | 30 | 120 | 97 | 0.0% |
| Q4 2019 | 323 | $1.5B | 22,703,607 | 25 | 132 | 73 | 0.0% |
| Q3 2019 | 272 | $1.5B | 24,185,806 | 20 | 116 | 79 | 0.0% |
| Q2 2019 | 272 | $1.2B | 19,052,646 | 31 | 117 | 73 | 0.0% |
| Q1 2019 | 259 | $1.1B | 18,328,605 | 32 | 109 | 66 | 0.0% |
| Q4 2018 | 247 | $788.0M | 14,491,271 | 1 | 9 | 4 | 0.0% |