# SPDR SERIES TRUST (SPYV)

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

- Reporting holders: 74
- Reported value: $444.4M
- 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 |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $62.9M | 1,029,031 | 1.1% | 27 |
| [Whitcomb & Hess, Inc.](https://holderbook.com/funds/1813577-whitcomb-hess-inc/) | $61.5M | 1,005,556 | 13.2% | 22 |
| [WALLER FINANCIAL PLANNING GROUP, INC](https://holderbook.com/funds/1736079-waller-financial-planning-group-inc/) | $37.5M | 613,847 | 7.6% | 32 |
| [Hamilton Capital, LLC](https://holderbook.com/funds/1646639-hamilton-capital-llc/) | $31.6M | 517,275 | 1.8% | 23 |
| [Marathon Mission, Inc.](https://holderbook.com/funds/1987261-marathon-mission-inc/) | $30.5M | 498,156 | 15.4% | 14 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $29.4M | 480,302 | 2.0% | 10 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $27.9M | 455,920 | 3.4% | 27 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $25.5M | 416,551 | 1.5% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $22.5M | 368,611 | 0.2% | 16 |
| [Freestate Advisors LLC](https://holderbook.com/funds/1660328-freestate-advisors-llc/) | $18.2M | 297,424 | 14.0% | 12 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $13.9M | 227,095 | 3.1% | 4 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $8.0M | 131,602 | 6.2% | 11 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $7.3M | 119,701 | 0.8% | 32 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $6.2M | 100,757 | 1.5% | 8 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $5.6M | 91,983 | 1.1% | 8 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $5.6M | 91,094 | 1.4% | 30 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $4.4M | 72,093 | 0.5% | 24 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $3.1M | 50,676 | 0.5% | 6 |
| [Partnership Wealth Management, LLC](https://holderbook.com/funds/2010656-partnership-wealth-management-llc/) | $3.0M | 49,101 | 2.1% | 12 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $2.9M | 45,980 | 0.7% | 13 |
| [FELL CAPITAL MANAGEMENT /ADV](https://holderbook.com/funds/850601-fell-capital-management-adv/) | $2.8M | 45,967 | 2.4% | 4 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $2.8M | 45,158 | 0.3% | 16 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $2.7M | 44,820 | 0.2% | 29 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $2.6M | 43,270 | 1.8% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $2.5M | 41,018 | 0.1% | 19 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 74 | $444.4M |
| Q2 2026 | 1,216 | $30.9B |
| Q1 2026 | 1,181 | $27.3B |
| Q4 2025 | 1,160 | $27.2B |
| Q3 2025 | 1,063 | $25.5B |
| Q2 2025 | 1,049 | $22.5B |
| Q1 2025 | 1,019 | $21.8B |
| Q4 2024 | 1,024 | $31.3B |
| Q3 2024 | 959 | $21.6B |
| Q2 2024 | 898 | $18.5B |
| Q1 2024 | 855 | $19.6B |
| Q4 2023 | 841 | $18.4B |