# SPDR SERIES TRUST (SPHY)

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

- Reporting holders: 23
- Reported value: $146.2M
- 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 |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $48.2M | 2,138,787 | 0.6% | 8 |
| [Iowa State Bank](https://holderbook.com/funds/1546967-iowa-state-bank/) | $34.7M | 1,535,008 | 5.9% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $14.5M | 642,724 | 0.1% | 13 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $8.4M | 371,570 | 0.4% | 7 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $7.1M | 314,960 | 0.7% | 4 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $6.9M | 303,575 | 0.2% | 10 |
| [Strategic Financial Group, LLC](https://holderbook.com/funds/2131286-strategic-financial-group-llc/) | $6.7M | 295,560 | 6.5% | 3 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $6.3M | 279,407 | 1.9% | 16 |
| [BRIGHTON SECURITIES CORP.](https://holderbook.com/funds/14213-brighton-securities-corp/) | $3.4M | 148,872 | 1.4% | 8 |
| [Veery Capital, LLC](https://holderbook.com/funds/1844375-veery-capital-llc/) | $2.8M | 123,883 | 0.7% | 9 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $2.4M | 104,194 | 1.6% | 4 |
| [Exchange Bank](https://holderbook.com/funds/2001155-exchange-bank/) | $1.3M | 58,565 | 0.8% | 12 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $953.6K | 42,213 | 0.6% | 4 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $775.5K | 34,329 | 0.0% | 16 |
| [General Partner, Inc.](https://holderbook.com/funds/1800508-general-partner-inc/) | $587.3K | 26,000 | 0.3% | 2 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $219.4K | 9,712 | 0.0% | 6 |
| [Attessa Capital LLC](https://holderbook.com/funds/2020560-attessa-capital-llc/) | $214.0K | 9,472 | 0.1% | 1 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $212.6K | 9,412 | 0.0% | 1 |
| [Box Hill Private Wealth LLC](https://holderbook.com/funds/2094120-box-hill-private-wealth-llc/) | $210.7K | 9,325 | 0.2% | 4 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $180.7K | 8,000 | 0.0% | 6 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $128.2K | 5,674 | 0.0% | 11 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $87.1K | 3,856 | 0.0% | 2 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $3.8K | 169 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $24 | 1,066 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 23 | $146.2M |
| Q2 2026 | 560 | $7.8B |
| Q1 2026 | 526 | $7.0B |
| Q4 2025 | 535 | $6.8B |
| Q3 2025 | 481 | $6.7B |
| Q2 2025 | 453 | $6.1B |
| Q1 2025 | 458 | $6.0B |
| Q4 2024 | 439 | $4.4B |
| Q3 2024 | 374 | $3.5B |
| Q2 2024 | 321 | $3.1B |
| Q1 2024 | 305 | $2.9B |
| Q4 2023 | 272 | $2.5B |