SPDR SERIES TRUST (SPYG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,370
Reporting holders
$40.4B
Reported value
0.2%
Held as options
+87
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 | $4.8B | 40,632,371 | 1.09% | 31q | +2.0%+$95.4M |
| Financial Engines Advisors L.L.C. | $1.9B | 16,355,720 | 3.46% | 28q | -6.0%-$124.5M |
| GOLDMAN SACHS GROUP INC | $1.9B | 15,917,623 | 0.16% | 31q | +6.0%+$106.6M |
| AMERIPRISE FINANCIAL INC | $1.3B | 10,803,596 | 0.26% | 31q | -47.3%-$1.2B |
| Allworth Financial LP | $1.3B | 10,545,678 | 5.33% | 31q | -15.0%-$221.8M |
| BANK OF AMERICA CORP /DE/ | $1.2B | 10,387,210 | 0.08% | 31q | +231.8%+$863.5M |
| MORGAN STANLEY | $1.1B | 9,569,500 | 0.06% | 35q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.1B | 9,489,431 | 0.27% | 31q | +10.5%+$107.5M |
| Horizon Investments, LLC | $660.7M | 5,552,636 | 7.24% | 22q | -13.1%-$99.5M |
| JPMORGAN CHASE & CO | $656.2M | 5,588,841 | 0.04% | 31q | -1.6%-$10.6M |
| Valmark Advisers, Inc. | $563.8M | 4,738,201 | 5.98% | 31q | -3.0%-$17.4M |
| Equitable Holdings, Inc. | $536.0M | 4,531,390 | 3.20% | 27q | -2.9%-$16.1M |
| RAYMOND JAMES FINANCIAL INC | $515.2M | 4,329,392 | 0.14% | 7q | +4.1%+$20.5M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $501.2M | 4,211,914 | 3.75% | 4q | -1.1%-$5.8M |
| Dynasty Wealth Management, LLC | $453.5M | 3,811,664 | 3.37% | 7q | HELD |
| Quotient Wealth Partners, LLC | $436.4M | 3,667,167 | 10.30% | 11q | HELD |
| UBS Group AG | $426.9M | 3,587,593 | 0.05% | 31q | -3.7%-$16.6M |
| ROYAL BANK OF CANADA | $410.8M | 3,452,793 | 0.06% | 31q | +23.9%+$79.3M |
| Orgel Wealth Management, LLC | $404.4M | 3,398,409 | 7.67% | 17q | -0.9%-$3.7M |
| WELLS FARGO & COMPANY/MN | $394.8M | 3,317,734 | 0.06% | 31q | -47.9%-$363.0M |
| Cetera Investment Advisers | $388.4M | 3,263,810 | 0.35% | 28q | +6.0%+$22.1M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $375.9M | 3,158,745 | 0.29% | new | NEW |
| AE Wealth Management LLC | $353.4M | 2,969,896 | 1.65% | 31q | -3.2%-$11.8M |
| Kestra Investment Management, LLC | $347.5M | 2,920,221 | 6.73% | 9q | -18.4%-$78.4M |
| Advisory Alpha, LLC | $343.7M | 2,888,101 | 8.43% | 31q | -2.1%-$7.4M |
| Willis Johnson & Associates, Inc. | $334.7M | 2,813,228 | 18.65% | 20q | +1.0%+$3.2M |
| Savant Capital, LLC | $323.8M | 2,986,077 | 0.95% | 27q | +99.8%+$161.7M |
| Private Advisor Group, LLC | $311.7M | 2,619,648 | 1.43% | 31q | +19.6%+$51.1M |
| TRUIST FINANCIAL CORP | $310.9M | 2,612,899 | 0.37% | 27q | +1.4%+$4.4M |
| OSAIC HOLDINGS, INC. | $307.9M | 2,587,784 | 0.36% | 26q | +11.5%+$31.7M |
| HighTower Advisors, LLC | $293.1M | 2,463,414 | 0.28% | 31q | +1.5%+$4.3M |
| HB Wealth Management, LLC | $291.0M | 2,445,430 | 1.63% | 19q | -11.6%-$38.3M |
| EXCHANGE TRADED CONCEPTS, LLC | $289.7M | 2,434,628 | 0.66% | 5q | +132.2%+$164.9M |
| NorthRock Partners, LLC | $276.9M | 2,326,724 | 4.02% | 29q | +6.0%+$15.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $273.1M | 2,295,436 | 0.15% | 31q | +65.2%+$107.8M |
| Connecticut Wealth Management, LLC | $258.2M | 2,170,139 | 9.55% | 22q | +2.7%+$6.9M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $254.5M | 2,138,543 | 0.88% | 2q | +18.5%+$39.8M |
| SCS Capital Management LLC | $230.2M | 1,934,606 | 2.17% | 25q | HELD |
| FMR LLC | $215.7M | 1,812,961 | 0.01% | 31q | -1.9%-$4.2M |
| Gerber Kawasaki Wealth & Investment Management | $212.9M | 1,789,081 | 5.68% | 18q | +3.9%+$8.0M |
| STIFEL FINANCIAL CORP | $211.4M | 1,776,289 | 0.18% | 31q | -0.6%-$1.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $206.7M | 1,736,874 | 0.26% | 31q | +14.8%+$26.7M |
| Diversify Advisory Services, LLC | $202.3M | 1,766,081 | 3.38% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $202.3M | 1,766,081 | 3.38% | 9q | +6.0%+$11.4M |
| Kingsview Wealth Management, LLC | $191.4M | 1,608,668 | 2.32% | 38q | HELD |
| Integrated Wealth Concepts LLC | $186.2M | 1,565,016 | 0.91% | 25q | +45.8%+$58.5M |
| Focused Wealth Management, Inc | $182.2M | 1,531,390 | 15.85% | 31q | +1.9%+$3.4M |
| Corient Private Wealth LP | $181.0M | 1,521,442 | 0.12% | 15q | +77.6%+$79.1M |
| JONES FINANCIAL COMPANIES LLLP | $180.5M | 1,573,727 | 0.07% | 10q | +69.2%+$73.8M |
| CoreCap Advisors, LLC | $177.2M | 1,489,560 | 5.23% | 18q | +3.5%+$6.0M |
| OLD NATIONAL BANCORP /IN/ | $170.1M | 1,429,611 | 3.39% | 29q | -1.7%-$2.9M |
| Octavia Wealth Advisors, LLC | $166.7M | 1,400,992 | 14.39% | 23q | +0.9%+$1.5M |
| AlphaStar Capital Management, LLC | $160.9M | 1,352,196 | 10.23% | 31q | +11.6%+$16.7M |
| MML INVESTORS SERVICES, LLC | $158.8M | 1,334,292 | 0.32% | 31q | +19.1%+$25.4M |
| BENJAMIN EDWARDS INC | $157.2M | 1,320,719 | 1.43% | 25q | -4.0%-$6.6M |
| Syntegra Private Wealth Group, LLC | $155.7M | 1,308,727 | 12.06% | 15q | -1.2%-$1.9M |
| PRUDENTIAL FINANCIAL INC | $151.0M | 1,269,168 | 0.16% | 17q | +5.5%+$7.8M |
| First National Trust Co | $138.5M | 1,163,640 | 4.70% | 31q | -1.3%-$1.8M |
| CIBC Bancorp USA Inc. | $134.3M | 1,129,673 | 0.16% | 2q | +23.4%+$25.5M |
| FLAGSHIP HARBOR ADVISORS, LLC | $134.2M | 1,127,958 | 5.14% | 2q | -12.9%-$19.9M |
| Merit Financial Group, LLC | $127.7M | 1,073,595 | 0.39% | 27q | +102.6%+$64.7M |
| FOUNDERS FINANCIAL SECURITIES LLC | $126.7M | 1,064,857 | 6.49% | 31q | +1.4%+$1.7M |
| Waverly Advisors, LLC | $117.0M | 983,337 | 0.68% | 16q | -0.7%-$782.7K |
| Cannon Financial Strategists, Inc. | $108.8M | 914,234 | 12.38% | 30q | +3.5%+$3.7M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $108.5M | 911,956 | 1.43% | 15q | -6.4%-$7.5M |
| Black Swift Group, LLC | $103.4M | 869,331 | 14.95% | 14q | HELD |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $102.0M | 857,497 | 7.55% | 19q | -6.2%-$6.7M |
| Kestra Advisory Services, LLC | $101.7M | 854,452 | 0.33% | 24q | -0.8%-$782.5K |
| Mariner, LLC | $99.5M | 836,240 | 0.10% | 31q | -38.8%-$63.0M |
| Convergence Financial, LLC | $97.3M | 817,671 | 7.74% | 19q | +63.7%+$37.9M |
| Creative Planning | $96.1M | 807,405 | 0.06% | 31q | +11.0%+$9.5M |
| KWB Wealth | $95.0M | 798,372 | 8.13% | 23q | -12.0%-$12.9M |
| NICOLET BANKSHARES INC | $94.4M | 794,989 | 3.00% | 28q | -1.2%-$1.1M |
| Ameritas Advisory Services, LLC | $91.1M | 765,951 | 1.84% | 19q | +78.8%+$40.2M |
| IHT Wealth Management, LLC | $91.1M | 765,741 | 1.94% | 31q | +17.4%+$13.5M |
| Dakota Wealth Management | $87.3M | 733,889 | 1.67% | 25q | +29.5%+$19.9M |
| HighPoint Advisor Group LLC | $86.4M | 726,177 | 3.04% | 3q | +8.8%+$7.0M |
| Summit Financial, LLC | $82.5M | 693,192 | 0.90% | 21q | +5.3%+$4.2M |
| SilverOak Wealth Management LLC | $81.1M | 681,977 | 10.45% | 11q | +7.0%+$5.3M |
| Ackerman Capital Advisors, LLC | $79.8M | 670,729 | 16.07% | 26q | -12.1%-$11.0M |
| First Command Advisory Services, Inc. | $79.6M | 669,039 | 0.47% | 15q | -6.3%-$5.4M |
| Klingman & Associates, LLC | $77.0M | 646,841 | 3.28% | 26q | -1.2%-$948.7K |
| OARSMAN CAPITAL, INC. | $75.1M | 631,032 | 7.95% | 31q | +16.2%+$10.5M |
| RESTON WEALTH MANAGEMENT LLC | $72.8M | 612,211 | 19.64% | 28q | -4.8%-$3.7M |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $71.2M | 598,201 | 6.00% | 8q | +3.3%+$2.3M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $68.3M | 573,709 | 1.07% | 26q | +8.6%+$5.4M |
| Composition Wealth, LLC | $65.5M | 550,470 | 0.77% | 24q | -3.9%-$2.7M |
| COURIER CAPITAL LLC | $65.3M | 549,195 | 3.26% | 30q | +0.5%+$327.2K |
| RFG Advisory, LLC | $63.8M | 536,479 | 1.00% | 31q | +2.1%+$1.3M |
| HSBC HOLDINGS PLC | $60.3M | 506,680 | 0.03% | 7q | +13.1%+$7.0M |
| Perennial Investment Advisors, LLC | $59.0M | 496,052 | 3.92% | 14q | -0.9%-$536.0K |
| Navigation Group, LLC | $56.5M | 475,059 | 11.00% | 2q | -1.0%-$564.7K |
| CITIZENS FINANCIAL GROUP INC/RI | $54.8M | 460,749 | 0.66% | 26q | +2.2%+$1.2M |
| CGN Advisors LLC | $54.7M | 459,393 | 3.99% | 23q | -5.7%-$3.3M |
| TRUEFG, LLC | $54.4M | 457,032 | 12.70% | 27q | +0.5%+$282.2K |
| Waterloo Capital, L.P. | $54.1M | 454,743 | 3.04% | 14q | +29.6%+$12.3M |
| Baltimore-Washington Financial Advisors, Inc. | $54.1M | 454,381 | 2.02% | 31q | +1.3%+$684.7K |
| Rodgers & Associates, LTD | $53.5M | 449,619 | 4.86% | 23q | -4.5%-$2.5M |
| Keystone Financial Group | $52.7M | 442,924 | 3.13% | 8q | +15.8%+$7.2M |
| Stratos Wealth Partners, LTD. | $52.7M | 442,577 | 0.53% | 31q | +16.5%+$7.5M |
Showing the largest 100 of 1,410 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 | 1,370 | $40.4B | 340,037,443 | 137 | 455 | 436 | 0.2% |
| Q1 2026 | 1,283 | $32.6B | 335,348,377 | 71 | 469 | 441 | 0.1% |
| Q4 2025 | 1,307 | $34.7B | 324,678,982 | 93 | 423 | 424 | 0.1% |
| Q3 2025 | 1,176 | $32.7B | 312,915,613 | 101 | 393 | 415 | 0.2% |
| Q2 2025 | 1,120 | $28.3B | 296,704,126 | 105 | 431 | 352 | 0.2% |
| Q1 2025 | 1,060 | $22.8B | 283,114,109 | 64 | 388 | 375 | 0.3% |
| Q4 2024 | 1,088 | $26.3B | 299,079,016 | 88 | 367 | 327 | 0.4% |
| Q3 2024 | 966 | $22.2B | 267,123,427 | 61 | 324 | 347 | 0.2% |
| Q2 2024 | 959 | $22.4B | 280,273,107 | 103 | 355 | 288 | 0.2% |
| Q1 2024 | 888 | $19.7B | 270,790,817 | 80 | 315 | 305 | 0.2% |
| Q4 2023 | 852 | $16.8B | 256,256,315 | 58 | 292 | 275 | 0.1% |
| Q3 2023 | 763 | $13.9B | 233,274,272 | 62 | 297 | 245 | 0.1% |
| Q2 2023 | 727 | $12.3B | 202,197,476 | 62 | 261 | 235 | 0.2% |
| Q1 2023 | 679 | $11.1B | 200,743,256 | 45 | 272 | 214 | 0.2% |
| Q4 2022 | 641 | $8.3B | 163,882,183 | 78 | 253 | 167 | 0.1% |
| Q3 2022 | 671 | $8.1B | 161,016,288 | 52 | 305 | 176 | 0.2% |
| Q2 2022 | 677 | $8.1B | 153,790,231 | 55 | 292 | 207 | 0.3% |
| Q1 2022 | 709 | $9.6B | 144,732,082 | 64 | 273 | 223 | 0.4% |
| Q4 2021 | 715 | $11.7B | 161,709,050 | 72 | 243 | 175 | 0.5% |
| Q3 2021 | 600 | $9.4B | 146,377,572 | 50 | 250 | 164 | 0.2% |
| Q2 2021 | 578 | $8.6B | 136,628,412 | 59 | 229 | 164 | 0.1% |
| Q1 2021 | 549 | $6.4B | 113,225,553 | 41 | 190 | 198 | 0.2% |
| Q4 2020 | 545 | $6.3B | 113,720,156 | 46 | 178 | 157 | 0.6% |
| Q3 2020 | 484 | $6.3B | 124,399,926 | 48 | 159 | 184 | 0.8% |
| Q2 2020 | 460 | $5.5B | 122,356,081 | 64 | 161 | 166 | 0.0% |
| Q1 2020 | 416 | $4.0B | 111,141,413 | 61 | 157 | 141 | 0.0% |
| Q4 2019 | 415 | $3.1B | 74,736,602 | 51 | 153 | 95 | 0.0% |
| Q3 2019 | 343 | $2.9B | 74,090,992 | 45 | 152 | 92 | 0.1% |
| Q2 2019 | 326 | $3.5B | 90,239,447 | 44 | 162 | 73 | 0.0% |
| Q1 2019 | 299 | $2.9B | 76,534,984 | 44 | 136 | 71 | 0.0% |
| Q4 2018 | 266 | $1.7B | 51,267,668 | 4 | 9 | 7 | 0.0% |