SPDR SERIES TRUST (SPYD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
503
Reporting holders
$1.9B
Reported value
0.8%
Held as options
+19
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 | $244.0M | 5,115,210 | 0.05% | 31q | +9.7%+$21.5M |
| BANK OF AMERICA CORP /DE/ | $164.6M | 3,449,190 | 0.01% | 31q | +2.8%+$4.4M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $158.2M | 3,315,128 | 1.18% | 4q | HELD |
| Auto-Owners Insurance Co | $97.8M | 2,050,000 | 2.21% | 15q | -25.2%-$32.9M |
| MORGAN STANLEY | $80.3M | 1,682,417 | 0.00% | 35q | +5.5%+$4.2M |
| SBI Securities Co., Ltd. | $68.6M | 1,437,681 | 1.56% | 7q | -2.8%-$2.0M |
| ENVESTNET ASSET MANAGEMENT INC | $37.7M | 790,973 | 0.01% | 31q | +7.7%+$2.7M |
| GFS Advisors, LLC | $36.0M | 150 | 1.90% | new | NEW |
| First Command Advisory Services, Inc. | $34.8M | 729,859 | 0.21% | 17q | -15.8%-$6.6M |
| WELLS FARGO & COMPANY/MN | $33.7M | 705,786 | 0.01% | 30q | -49.3%-$32.7M |
| UBS Group AG | $32.9M | 689,145 | 0.00% | 31q | -10.2%-$3.7M |
| Curran Financial Partners, LLC | $29.2M | 611,552 | 4.34% | 21q | +9.9%+$2.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $27.8M | 581,680 | 0.03% | 31q | +4.3%+$1.1M |
| RAYMOND JAMES FINANCIAL INC | $25.4M | 532,010 | 0.01% | 7q | +3.0%+$740.6K |
| ROYAL BANK OF CANADA | $24.6M | 515,233 | 0.00% | 31q | +8.6%+$1.9M |
| Bank of New York Mellon Corp | $24.0M | 503,977 | 0.00% | 8q | -2.5%-$608.7K |
| OSAIC HOLDINGS, INC. | $21.7M | 455,223 | 0.03% | 26q | +34.3%+$5.5M |
| ALLIANCEBERNSTEIN L.P. | $21.3M | 467,508 | 0.01% | 15q | +3.1%+$642.6K |
| Dakota Wealth Management | $19.1M | 400,874 | 0.37% | 10q | +2.2%+$420.1K |
| AMERIPRISE FINANCIAL INC | $18.9M | 396,673 | 0.00% | 31q | -95.4%-$396.8M |
| Cetera Investment Advisers | $18.9M | 396,211 | 0.02% | 23q | +16.0%+$2.6M |
| Focus Partners Wealth | $15.3M | 320,224 | 0.02% | 9q | HELD |
| Financial Gravity Companies, Inc. | $15.2M | 318,591 | 2.47% | 4q | +12.9%+$1.7M |
| Wealthfront Advisers LLC | $14.9M | 311,737 | 0.03% | 20q | +10.4%+$1.4M |
| Advisors Capital Management, LLC | $14.8M | 310,099 | 0.16% | 3q | +6938.1%+$14.6M |
| Tidal Investments LLC | $14.2M | 296,777 | 0.02% | new | NEW |
| Total Clarity Wealth Management, Inc. | $13.0M | 273,088 | 2.53% | 5q | +102.9%+$6.6M |
| JPMORGAN CHASE & CO | $12.5M | 257,757 | 0.00% | 27q | +7.1%+$822.4K |
| GOLDMAN SACHS GROUP INC | $12.2M | 256,501 | 0.00% | 31q | -23.3%-$3.7M |
| Qube Research & Technologies Ltd | $11.2M | 235,511 | 0.01% | 19q | +11775450.0%+$11.2M |
| Vestmark Advisory Solutions, Inc. | $11.1M | 232,596 | 0.10% | 21q | HELD |
| Parallax Volatility Advisers, L.P. | $10.6M | 71,455 | 0.02% | new | NEW |
| StoneX Group Inc. | $10.5M | 219,905 | 0.42% | 16q | +7.1%+$693.8K |
| TRUIST FINANCIAL CORP | $10.1M | 210,836 | 0.01% | 27q | HELD |
| SWS Partners | $9.9M | 207,359 | 2.14% | 16q | -14.3%-$1.7M |
| Keystone Financial Planning, Inc. | $9.4M | 197,430 | 2.43% | 18q | +0.6%+$53.0K |
| FIRST HAWAIIAN BANK | $9.3M | 195,322 | 1.18% | 25q | HELD |
| STIFEL FINANCIAL CORP | $9.2M | 193,151 | 0.01% | 22q | +1.0%+$95.1K |
| COWA, LLC | $9.1M | 189,929 | 2.27% | 23q | +1.1%+$98.0K |
| Corient Private Wealth LP | $8.5M | 177,726 | 0.01% | 15q | +100.7%+$4.3M |
| Cercano Management LLC | $8.3M | 174,939 | 0.47% | 7q | -19.7%-$2.1M |
| Mesirow Financial Investment Management, Inc. | $8.0M | 167,993 | 0.13% | 11q | +14.7%+$1.0M |
| Waterloo Capital, L.P. | $7.8M | 163,735 | 0.44% | 9q | +4.7%+$353.4K |
| Daiwa Securities Group Inc. | $7.7M | 162,306 | 0.02% | 19q | HELD |
| Crescent Grove Advisors, LLC | $7.3M | 154,026 | 0.61% | 16q | +6.3%+$434.0K |
| Systematic Alpha Investments, LLC | $7.0M | 147,601 | 0.19% | 20q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.8M | 142,067 | 0.00% | 31q | +26.4%+$1.4M |
| CITADEL ADVISORS LLC | $6.6M | 18,690 | 0.00% | 29q | -50.9%-$6.8M |
| BNP PARIBAS FINANCIAL MARKETS | $6.1M | 128,722 | 0.00% | 9q | -52.7%-$6.8M |
| CGN Advisors LLC | $6.0M | 125,264 | 0.44% | 23q | HELD |
| Curi Capital, LLC | $5.9M | 124,700 | 0.09% | 22q | HELD |
| Jefferies Financial Group Inc. | $5.9M | 124,279 | 0.04% | 15q | +3.3%+$188.5K |
| NewEdge Advisors, LLC | $5.9M | 123,795 | 0.02% | 28q | +264.3%+$4.3M |
| AE Wealth Management LLC | $5.9M | 123,255 | 0.03% | 29q | +6.3%+$350.0K |
| Venture Visionary Partners LLC | $5.7M | 119,017 | 0.16% | 13q | HELD |
| Asset One Wealth Management LLC | $5.5M | 112,959 | 0.58% | 3q | +23.9%+$1.1M |
| Phoenix Wealth Advisors | $5.2M | 108,866 | 1.75% | 5q | +83.7%+$2.4M |
| BIP Wealth, LLC | $5.1M | 107,943 | 0.15% | 14q | -2.7%-$145.0K |
| Waverly Advisors, LLC | $5.1M | 107,764 | 0.03% | 10q | HELD |
| D.A. DAVIDSON & CO. | $4.7M | 99,113 | 0.03% | 20q | +7.7%+$336.7K |
| Allworth Financial LP | $4.7M | 98,510 | 0.02% | 27q | -6.1%-$305.2K |
| Private Advisor Group, LLC | $4.6M | 96,404 | 0.02% | 31q | +6.2%+$268.3K |
| JONES FINANCIAL COMPANIES LLLP | $4.6M | 94,392 | 0.00% | 9q | +55.2%+$1.6M |
| Jump Financial, LLC | $4.3M | 89,621 | 0.03% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $4.2M | 87,016 | 0.06% | 21q | +117.7%+$2.2M |
| HighTower Advisors, LLC | $4.1M | 86,919 | 0.00% | 31q | -11.2%-$524.7K |
| Western Wealth Management, LLC | $4.1M | 86,479 | 0.13% | 24q | +2.3%+$94.1K |
| Geneos Wealth Management Inc. | $4.1M | 85,522 | 0.08% | 36q | +2.1%+$85.7K |
| CALTON & ASSOCIATES, INC. | $4.0M | 84,488 | 0.59% | 11q | -34.0%-$2.1M |
| PNC Financial Services Group, Inc. | $3.8M | 79,953 | 0.00% | 31q | +5.2%+$188.4K |
| WealthPlan Investment Management, LLC | $3.8M | 79,795 | 0.19% | 8q | -1.2%-$45.8K |
| MML INVESTORS SERVICES, LLC | $3.8M | 79,526 | 0.01% | 31q | +33.0%+$940.5K |
| Heartwood Wealth Advisors LLC | $3.8M | 78,776 | 0.29% | 23q | +4.7%+$168.4K |
| D. E. Shaw & Co., Inc. | $3.7M | 78,337 | 0.00% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $3.7M | 78,170 | 0.08% | 7q | HELD |
| Global Strategic Investment Solutions, LLC | $3.7M | 77,354 | 0.33% | 26q | +0.7%+$24.7K |
| Creative Planning | $3.7M | 77,102 | 0.00% | 31q | -17.9%-$801.8K |
| Rockefeller Capital Management L.P. | $3.7M | 76,786 | 0.01% | 27q | +1.1%+$41.6K |
| Avior Wealth Management, LLC | $3.5M | 74,387 | 0.09% | new | NEW |
| WHITE PINE CAPITAL LLC | $3.5M | 73,626 | 0.83% | 28q | -49.8%-$3.5M |
| Independent Wealth Network Inc. | $3.4M | 72,228 | 0.88% | 20q | +11.7%+$361.8K |
| Advisor OS, LLC | $3.4M | 71,384 | 0.23% | new | NEW |
| Mariner, LLC | $3.4M | 71,254 | 0.00% | 18q | -25.8%-$1.2M |
| Gateway Wealth Partners, LLC | $3.4M | 70,585 | 0.20% | 15q | -50.1%-$3.4M |
| Integrated Wealth Concepts LLC | $3.3M | 68,355 | 0.02% | 18q | +18.9%+$518.2K |
| NAN FUNG TRINITY (HK) LTD | $3.2M | 67,500 | 0.32% | 4q | HELD |
| Prospera Financial Services Inc | $3.2M | 67,397 | 0.05% | 24q | +10.9%+$315.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.2M | 67,264 | 0.00% | 19q | +103.2%+$1.6M |
| CAPTRUST FINANCIAL ADVISORS | $3.2M | 66,108 | 0.00% | 26q | -0.7%-$23.0K |
| FMR LLC | $3.1M | 64,910 | 0.00% | 28q | -11.1%-$386.0K |
| Tower Research Capital LLC (TRC) | $3.1M | 64,660 | 0.08% | 16q | +1.9%+$57.1K |
| Financial Engines Advisors L.L.C. | $3.1M | 64,425 | 0.01% | 8q | -5.7%-$185.8K |
| Econ Financial Services Corp | $3.0M | 63,286 | 1.41% | 2q | +2.8%+$82.3K |
| World Investment Advisors | $3.0M | 63,863 | 0.05% | 8q | -9.8%-$325.6K |
| Trajan Wealth LLC | $2.9M | 61,753 | 0.11% | 10q | -3.8%-$117.0K |
| Wealthspire Advisors, LLC | $2.8M | 58,443 | 0.02% | 20q | HELD |
| TUDOR INVESTMENT CORP ET AL | $2.8M | 58,023 | 0.00% | new | NEW |
| V2 Financial group LLC | $2.8M | 57,963 | 1.03% | 4q | +25.6%+$563.5K |
| McAdam, LLC | $2.8M | 57,883 | 0.11% | 19q | -1.5%-$42.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.7M | 55,735 | 0.00% | 12q | +0.7%+$19.5K |
Showing the largest 100 of 520 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 | 503 | $1.9B | 39,816,913 | 51 | 173 | 124 | 0.8% |
| Q1 2026 | 484 | $2.2B | 47,687,726 | 55 | 181 | 127 | 0.3% |
| Q4 2025 | 459 | $2.3B | 52,981,857 | 47 | 158 | 122 | 0.2% |
| Q3 2025 | 433 | $2.3B | 52,860,415 | 35 | 154 | 111 | 0.2% |
| Q2 2025 | 433 | $2.0B | 47,420,881 | 33 | 139 | 144 | 0.2% |
| Q1 2025 | 440 | $1.9B | 43,695,931 | 44 | 147 | 122 | 0.3% |
| Q4 2024 | 435 | $2.0B | 45,296,042 | 43 | 140 | 112 | 0.2% |
| Q3 2024 | 405 | $1.9B | 41,132,246 | 52 | 133 | 98 | 0.2% |
| Q2 2024 | 385 | $1.6B | 39,980,681 | 29 | 116 | 136 | 0.1% |
| Q1 2024 | 381 | $2.7B | 65,441,889 | 27 | 116 | 138 | 0.2% |
| Q4 2023 | 389 | $2.7B | 68,599,696 | 40 | 97 | 144 | 0.1% |
| Q3 2023 | 361 | $2.3B | 63,558,196 | 25 | 103 | 139 | 0.3% |
| Q2 2023 | 368 | $2.1B | 55,191,898 | 23 | 114 | 144 | 0.1% |
| Q1 2023 | 375 | $2.4B | 62,610,361 | 36 | 144 | 105 | 0.2% |
| Q4 2022 | 351 | $2.0B | 49,347,656 | 51 | 123 | 96 | 0.3% |
| Q3 2022 | 381 | $3.4B | 94,494,587 | 44 | 163 | 104 | 0.2% |
| Q2 2022 | 384 | $3.8B | 94,096,712 | 57 | 170 | 76 | 0.2% |
| Q1 2022 | 351 | $2.5B | 57,139,059 | 50 | 152 | 69 | 0.3% |
| Q4 2021 | 331 | $1.8B | 42,650,221 | 47 | 114 | 70 | 0.4% |
| Q3 2021 | 286 | $1.6B | 39,917,393 | 28 | 121 | 58 | 0.3% |
| Q2 2021 | 288 | $1.5B | 37,766,428 | 42 | 115 | 67 | 0.2% |
| Q1 2021 | 263 | $469.9M | 12,132,554 | 48 | 82 | 79 | 0.5% |
| Q4 2020 | 233 | $331.9M | 10,043,201 | 40 | 55 | 76 | 0.1% |
| Q3 2020 | 201 | $268.3M | 9,459,898 | 30 | 65 | 69 | 0.0% |
| Q2 2020 | 202 | $281.1M | 10,082,227 | 28 | 66 | 73 | 0.0% |
| Q1 2020 | 205 | $289.4M | 11,764,524 | 30 | 89 | 53 | 0.0% |
| Q4 2019 | 242 | $525.5M | 13,344,166 | 44 | 95 | 41 | 0.0% |
| Q3 2019 | 185 | $404.9M | 10,652,317 | 32 | 79 | 45 | 0.0% |
| Q2 2019 | 166 | $387.0M | 10,107,138 | 38 | 80 | 23 | 0.0% |
| Q1 2019 | 146 | $302.3M | 7,987,254 | 35 | 62 | 27 | 0.0% |
| Q4 2018 | 116 | $241.5M | 7,072,332 | 2 | 5 | 0 | 0.0% |