SPDR SERIES TRUST (SPYV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,178
Reporting holders
$29.6B
Reported value
0.0%
Held as options
+34
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 |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | $5.0B | 82,942,783 | 8.95% | 28q | +1.9%+$92.9M |
| LPL Financial LLC | $3.2B | 52,010,628 | 0.71% | 31q | +1.0%+$31.9M |
| GOLDMAN SACHS GROUP INC | $1.4B | 23,183,404 | 0.12% | 31q | +1.5%+$21.3M |
| Allworth Financial LP | $1.1B | 18,476,358 | 4.77% | 31q | -6.5%-$78.5M |
| BANK OF AMERICA CORP /DE/ | $1.1B | 17,485,355 | 0.07% | 31q | +141.7%+$623.1M |
| MORGAN STANLEY | $590.4M | 9,712,590 | 0.03% | 35q | +3.6%+$20.6M |
| Valmark Advisers, Inc. | $563.0M | 9,260,907 | 5.97% | 31q | +2.9%+$16.1M |
| AMERIPRISE FINANCIAL INC | $460.7M | 7,578,412 | 0.09% | 31q | -48.1%-$427.2M |
| RAYMOND JAMES FINANCIAL INC | $424.6M | 6,984,307 | 0.12% | 7q | +9.0%+$35.0M |
| JPMORGAN CHASE & CO | $401.2M | 6,598,736 | 0.02% | 27q | -4.4%-$18.6M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $383.7M | 6,312,030 | 0.30% | 2q | +1807.9%+$363.6M |
| Willis Johnson & Associates, Inc. | $380.1M | 6,252,618 | 21.17% | 20q | +3.1%+$11.3M |
| UBS Group AG | $370.6M | 6,096,814 | 0.05% | 31q | -1.0%-$3.6M |
| Equitable Holdings, Inc. | $319.6M | 5,262,630 | 1.91% | 27q | +7.4%+$22.1M |
| Advisory Alpha, LLC | $300.2M | 4,938,446 | 7.36% | 31q | HELD |
| NorthRock Partners, LLC | $297.2M | 4,889,672 | 4.31% | 29q | +6.6%+$18.4M |
| ROYAL BANK OF CANADA | $296.7M | 4,880,123 | 0.04% | 31q | +13.5%+$35.4M |
| Connecticut Wealth Management, LLC | $283.6M | 4,665,939 | 10.49% | 6q | +8.6%+$22.6M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $261.5M | 4,302,423 | 1.96% | 4q | -0.6%-$1.5M |
| ENVESTNET ASSET MANAGEMENT INC | $261.4M | 4,300,158 | 0.06% | 31q | -10.5%-$30.5M |
| Cetera Investment Advisers | $254.5M | 4,186,310 | 0.23% | 23q | HELD |
| Dynasty Wealth Management, LLC | $248.2M | 4,083,530 | 1.84% | 10q | +2.8%+$6.8M |
| Quotient Wealth Partners, LLC | $239.5M | 3,939,693 | 5.65% | 11q | +2.6%+$6.0M |
| Cerity Partners LLC | $222.7M | 3,664,076 | 0.27% | 17q | +1.7%+$3.8M |
| AE Wealth Management LLC | $217.8M | 3,582,797 | 1.02% | 29q | HELD |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $212.5M | 3,495,135 | 0.73% | 2q | -5.9%-$13.3M |
| HighTower Advisors, LLC | $195.2M | 3,210,846 | 0.19% | 31q | +4.2%+$7.9M |
| STIFEL FINANCIAL CORP | $191.2M | 3,144,532 | 0.16% | 31q | +18.1%+$29.3M |
| Private Advisor Group, LLC | $185.5M | 3,052,238 | 0.85% | 31q | +10.4%+$17.5M |
| Horizon Investments, LLC | $185.3M | 3,048,861 | 2.03% | 22q | -42.8%-$138.8M |
| EXCHANGE TRADED CONCEPTS, LLC | $181.0M | 2,976,950 | 0.41% | 5q | +129.0%+$101.9M |
| OSAIC HOLDINGS, INC. | $179.9M | 2,959,304 | 0.21% | 26q | +8.7%+$14.4M |
| Diversify Advisory Services, LLC | $175.4M | 2,818,867 | 2.93% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $175.4M | 2,818,867 | 2.93% | 9q | +7.7%+$12.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $174.8M | 2,831,310 | 0.29% | 31q | HELD |
| Octavia Wealth Advisors, LLC | $171.3M | 2,818,236 | 14.79% | 11q | +3.5%+$5.8M |
| Gerber Kawasaki Wealth & Investment Management | $163.7M | 2,693,155 | 4.37% | 23q | +5.5%+$8.6M |
| Lutz Financial Services LLC | $151.8M | 2,496,836 | 9.24% | 31q | +2.6%+$3.8M |
| BENJAMIN EDWARDS INC | $144.4M | 2,375,737 | 1.32% | 25q | +19.9%+$24.0M |
| JONES FINANCIAL COMPANIES LLLP | $143.5M | 2,368,033 | 0.06% | 10q | +60.3%+$54.0M |
| WELLS FARGO & COMPANY/MN | $143.0M | 2,352,228 | 0.02% | 31q | -45.4%-$119.0M |
| ANGELES WEALTH MANAGEMENT, LLC | $140.5M | 2,311,111 | 6.42% | 18q | +5.1%+$6.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $131.8M | 2,167,693 | 0.17% | 31q | +28.7%+$29.4M |
| Integrated Wealth Concepts LLC | $123.8M | 2,036,379 | 0.60% | 24q | +37.3%+$33.6M |
| AlphaStar Capital Management, LLC | $123.6M | 2,033,800 | 7.86% | 31q | +4.1%+$4.9M |
| Magnus Financial Group LLC | $117.4M | 1,931,275 | 8.30% | 26q | +5.1%+$5.7M |
| OLD NATIONAL BANCORP /IN/ | $116.9M | 1,922,651 | 2.33% | 29q | -1.0%-$1.2M |
| NICOLET BANKSHARES INC | $115.8M | 1,884,218 | 3.68% | 28q | HELD |
| First National Trust Co | $115.4M | 1,898,954 | 3.92% | 31q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $113.7M | 1,870,677 | 0.06% | 31q | -13.3%-$17.5M |
| IHT Wealth Management, LLC | $111.2M | 1,828,577 | 2.36% | 27q | +11.0%+$11.0M |
| Bell Bank | $103.0M | 1,694,652 | 3.93% | 7q | -3.3%-$3.6M |
| Corient Private Wealth LP | $96.9M | 1,594,015 | 0.06% | 15q | +54.2%+$34.1M |
| Mariner, LLC | $95.1M | 1,564,264 | 0.10% | 31q | -25.3%-$32.3M |
| FOUNDERS FINANCIAL SECURITIES LLC | $92.8M | 1,525,773 | 4.75% | 31q | +5.2%+$4.6M |
| SIMON QUICK ADVISORS, LLC | $92.6M | 1,524,098 | 3.74% | 17q | HELD |
| MML INVESTORS SERVICES, LLC | $90.4M | 1,486,410 | 0.18% | 31q | +23.5%+$17.2M |
| Dakota Wealth Management | $83.1M | 1,367,223 | 1.59% | 21q | +19.4%+$13.5M |
| KWB Wealth | $83.0M | 1,365,288 | 7.10% | 23q | -16.1%-$15.9M |
| FLAGSHIP HARBOR ADVISORS, LLC | $81.3M | 1,337,444 | 3.11% | 31q | +2.7%+$2.2M |
| Convergence Financial, LLC | $73.6M | 1,211,498 | 5.86% | 19q | -24.4%-$23.7M |
| Klingman & Associates, LLC | $71.3M | 1,173,526 | 3.04% | 26q | HELD |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $66.7M | 1,096,659 | 0.79% | 26q | HELD |
| 71 West Capital Partners | $65.2M | 1,072,643 | 2.25% | 3q | -0.6%-$397.5K |
| FMR LLC | $64.1M | 1,054,676 | 0.00% | 31q | +0.6%+$356.7K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $63.7M | 1,047,254 | 0.99% | 26q | +32.5%+$15.6M |
| Summit Financial, LLC | $62.3M | 1,024,625 | 0.68% | 19q | +6.1%+$3.6M |
| Waverly Advisors, LLC | $60.6M | 996,736 | 0.35% | 13q | +17.9%+$9.2M |
| Whitcomb & Hess, Inc. | $60.3M | 991,666 | 13.02% | 21q | +2.9%+$1.7M |
| MERCER GLOBAL ADVISORS INC /ADV | $60.1M | 988,914 | 0.04% | 30q | +114.5%+$32.1M |
| N.E.W. Advisory Services LLC | $59.4M | 977,108 | 3.97% | 26q | -1.2%-$691.1K |
| PRUDENTIAL FINANCIAL INC | $55.0M | 904,959 | 0.06% | 18q | +72.1%+$23.0M |
| NOTTINGHAM ADVISORS, INC. | $54.7M | 747,960 | 6.53% | 34q | -13.9%-$8.8M |
| CGN Advisors LLC | $52.3M | 859,839 | 3.82% | 23q | -2.2%-$1.2M |
| COURIER CAPITAL LLC | $51.7M | 849,798 | 2.58% | 30q | +8.3%+$4.0M |
| MONECO ADVISORS, LLC | $51.5M | 846,807 | 3.15% | 18q | +13.9%+$6.3M |
| Leicht Financial Planning & Wealth Management, Inc. | $50.5M | 830,431 | 20.68% | 17q | +1.2%+$580.5K |
| BALANCED WEALTH GROUP LLC | $50.2M | 827,687 | 15.88% | 11q | +2.0%+$987.4K |
| Perennial Investment Advisors, LLC | $49.4M | 813,155 | 3.28% | 23q | -3.4%-$1.7M |
| Facet Wealth, Inc. | $48.2M | 793,438 | 0.69% | 23q | -10.0%-$5.3M |
| Arrow Financial Corp | $46.8M | 770,376 | 4.19% | 31q | -1.4%-$665.6K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $46.6M | 767,081 | 0.86% | new | NEW |
| Tennessee Valley Asset Management Partners | $46.5M | 764,278 | 5.13% | 21q | +1.9%+$859.8K |
| Creative Planning | $45.0M | 739,442 | 0.03% | 25q | +6.3%+$2.7M |
| Avior Wealth Management, LLC | $44.9M | 739,292 | 1.18% | 31q | HELD |
| CoreCap Advisors, LLC | $43.5M | 715,808 | 1.28% | 18q | -40.1%-$29.2M |
| ERn Financial, LLC | $43.3M | 712,567 | 7.17% | 31q | +2.0%+$854.9K |
| Constellation Investments, Inc. | $43.3M | 712,000 | 1.36% | 6q | HELD |
| VICUS CAPITAL | $42.9M | 705,222 | 2.77% | 21q | -0.9%-$389.2K |
| Accredited Investors Inc. | $42.7M | 701,724 | 1.84% | 31q | -2.9%-$1.3M |
| Higgins & Schmidt Wealth Strategies LLC | $41.2M | 677,779 | 17.00% | 11q | +5.9%+$2.3M |
| GREAT VALLEY ADVISOR GROUP, INC. | $40.7M | 668,835 | 0.64% | 25q | +7.6%+$2.9M |
| Alta Wealth Advisors LLC | $39.9M | 656,065 | 10.81% | 21q | +2.2%+$873.1K |
| Pinnacle Wealth Planning Services, Inc. | $38.1M | 626,738 | 3.63% | 34q | +1.1%+$403.3K |
| Northern Capital Management, Inc. | $37.1M | 631,898 | 8.58% | 6q | +103.3%+$18.9M |
| Geneos Wealth Management Inc. | $35.9M | 591,302 | 0.73% | 42q | HELD |
| Gladstone Institutional Advisory LLC | $35.9M | 590,728 | 1.14% | 22q | -12.8%-$5.3M |
| WALLER FINANCIAL PLANNING GROUP, INC | $35.1M | 577,788 | 7.23% | 31q | -3.0%-$1.1M |
| NORTHERN TRUST CORP | $35.0M | 575,516 | 0.00% | 16q | +0.5%+$183.3K |
| McNamara Financial Services, Inc. | $34.8M | 573,157 | 6.01% | 3q | +0.9%+$325.2K |
Showing the largest 100 of 1,209 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 | 1,178 | $29.6B | 487,167,131 | 91 | 397 | 362 | 0.0% |
| Q1 2026 | 1,144 | $27.0B | 475,919,050 | 75 | 380 | 376 | 0.0% |
| Q4 2025 | 1,124 | $26.6B | 468,773,289 | 84 | 430 | 268 | 0.0% |
| Q3 2025 | 1,030 | $24.8B | 448,328,397 | 70 | 361 | 314 | 0.0% |
| Q2 2025 | 1,001 | $21.8B | 416,713,021 | 74 | 371 | 307 | 0.1% |
| Q1 2025 | 969 | $20.7B | 406,483,550 | 64 | 380 | 304 | 0.1% |
| Q4 2024 | 968 | $20.0B | 391,212,046 | 66 | 346 | 269 | 0.1% |
| Q3 2024 | 903 | $20.8B | 390,858,456 | 91 | 348 | 262 | 0.1% |
| Q2 2024 | 841 | $17.7B | 363,752,370 | 70 | 321 | 260 | 0.1% |
| Q1 2024 | 801 | $18.7B | 374,446,298 | 86 | 295 | 256 | 0.1% |
| Q4 2023 | 779 | $17.6B | 376,835,271 | 76 | 269 | 225 | 0.1% |
| Q3 2023 | 667 | $12.9B | 311,097,377 | 46 | 253 | 225 | 0.2% |
| Q2 2023 | 660 | $12.8B | 295,156,632 | 66 | 233 | 217 | 0.1% |
| Q1 2023 | 620 | $11.4B | 279,462,211 | 41 | 207 | 229 | 0.1% |
| Q4 2022 | 599 | $11.8B | 303,265,837 | 89 | 233 | 162 | 0.1% |
| Q3 2022 | 598 | $9.2B | 266,425,830 | 49 | 246 | 188 | 0.1% |
| Q2 2022 | 604 | $10.0B | 271,166,753 | 65 | 237 | 207 | 0.1% |
| Q1 2022 | 589 | $11.9B | 285,809,507 | 79 | 239 | 155 | 0.0% |
| Q4 2021 | 556 | $10.4B | 248,049,340 | 58 | 238 | 98 | 0.1% |
| Q3 2021 | 478 | $9.7B | 249,148,228 | 41 | 229 | 120 | 0.1% |
| Q2 2021 | 473 | $10.4B | 282,136,065 | 69 | 214 | 118 | 0.1% |
| Q1 2021 | 433 | $8.3B | 218,405,294 | 73 | 196 | 99 | 0.1% |
| Q4 2020 | 381 | $6.1B | 179,435,491 | 48 | 159 | 87 | 0.2% |
| Q3 2020 | 317 | $4.4B | 144,208,916 | 23 | 147 | 102 | 0.1% |
| Q2 2020 | 332 | $4.1B | 140,074,975 | 36 | 145 | 103 | 0.0% |
| Q1 2020 | 328 | $2.6B | 99,384,155 | 51 | 137 | 104 | 0.0% |
| Q4 2019 | 353 | $4.4B | 125,239,429 | 57 | 165 | 63 | 0.0% |
| Q3 2019 | 270 | $3.0B | 92,845,695 | 50 | 141 | 43 | 0.0% |
| Q2 2019 | 234 | $2.1B | 67,447,081 | 26 | 112 | 61 | 0.0% |
| Q1 2019 | 230 | $1.8B | 60,413,573 | 29 | 119 | 50 | 0.0% |
| Q4 2018 | 220 | $1.6B | 58,234,986 | 7 | 11 | 1 | 0.0% |