# SPDR SERIES TRUST (SPYD)

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

- Reporting holders: 26
- Reported value: $33.8M
- 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 |
|---|---|---|---|---|
| [Keystone Financial Planning, Inc.](https://holderbook.com/funds/1596906-keystone-financial-planning-inc/) | $10.0M | 219,348 | 2.5% | 19 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $5.4M | 119,018 | 0.1% | 14 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $4.5M | 98,897 | 0.4% | 24 |
| [MFG WEALTH MANAGEMENT, INC.](https://holderbook.com/funds/2053046-mfg-wealth-management-inc/) | $2.1M | 46,715 | 1.5% | 8 |
| [Roan Capital Partners](https://holderbook.com/funds/2124783-roan-capital-partners/) | $1.9M | 42,908 | 1.4% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.9M | 42,532 | 0.0% | 14 |
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $1.6M | 34,826 | 0.7% | 21 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $1.2M | 26,686 | 0.3% | 17 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $1.2M | 25,794 | 0.1% | 4 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $939.6K | 20,709 | 0.0% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $810.8K | 17,939 | 0.0% | 5 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $548.7K | 12,093 | 0.0% | 9 |
| [Harpswell Capital Advisors, LLC](https://holderbook.com/funds/1806630-harpswell-capital-advisors-llc/) | $544.4K | 12,000 | 0.4% | 5 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $371.2K | 8,181 | 0.1% | 14 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $229.0K | 5,023 | 0.0% | 3 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $202.7K | 4,467 | 0.1% | 3 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $118.0K | 2,601 | 0.0% | 4 |
| [Miller Global Investments, LLC](https://holderbook.com/funds/2099097-miller-global-investments-llc/) | $91.7K | 2,022 | 0.1% | 4 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $46.0K | 1,011 | 0.0% | 11 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $30.6K | 675 | 0.0% | 27 |
| [Hickory Point Bank & Trust](https://holderbook.com/funds/2039144-hickory-point-bank-trust/) | $21.6K | 475 | 0.0% | 3 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $18.2K | 402 | 0.0% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $9.1K | 200 | 0.0% | 9 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $7.9K | 174 | 0.0% | 11 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $1.5K | 34 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 26 | $33.8M |
| Q2 2026 | 522 | $2.0B |
| Q1 2026 | 502 | $2.2B |
| Q4 2025 | 480 | $2.3B |
| Q3 2025 | 455 | $2.4B |
| Q2 2025 | 457 | $2.1B |
| Q1 2025 | 466 | $2.0B |
| Q4 2024 | 459 | $2.0B |
| Q3 2024 | 434 | $2.0B |
| Q2 2024 | 413 | $1.7B |
| Q1 2024 | 408 | $2.7B |
| Q4 2023 | 421 | $2.8B |