SPDR SERIES TRUST (SPYX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
256
Reporting holders
$1.2B
Reported value
0.0%
Held as options
+17
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 |
|---|---|---|---|---|---|
| Windmill Hill Asset Management Ltd | $331.5M | 5,426,150 | 73.99% | 22q | +34.6%+$85.2M |
| Choate Investment Advisors | $139.2M | 2,278,337 | 2.45% | 31q | -4.2%-$6.1M |
| Bank of New York Mellon Corp | $79.2M | 1,296,357 | 0.01% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $66.4M | 1,087,515 | 0.00% | 31q | +7.5%+$4.7M |
| LPL Financial LLC | $30.5M | 498,471 | 0.01% | 31q | +2.6%+$777.3K |
| PNC Financial Services Group, Inc. | $28.5M | 466,568 | 0.01% | 31q | -9.0%-$2.8M |
| MORGAN STANLEY | $27.9M | 456,721 | 0.00% | 33q | +4.7%+$1.2M |
| SPINNAKER TRUST | $27.8M | 455,027 | 1.35% | 25q | +5.3%+$1.4M |
| Gemmer Asset Management LLC | $27.6M | 451,355 | 1.85% | 31q | HELD |
| Beacon Pointe Advisors, LLC | $23.9M | 391,330 | 0.11% | 3q | -1.8%-$427.7K |
| Allianz SE | $18.2M | 298,008 | 0.19% | 10q | HELD |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $17.8M | 291,227 | 0.63% | 20q | -18.5%-$4.0M |
| Pathstone Holdings, LLC | $16.5M | 269,933 | 0.05% | 11q | +1.4%+$233.2K |
| AMERIPRISE FINANCIAL INC | $15.7M | 257,545 | 0.00% | 29q | -45.9%-$13.4M |
| ROYAL BANK OF CANADA | $14.0M | 228,910 | 0.00% | 31q | -14.2%-$2.3M |
| Mariner, LLC | $12.9M | 211,657 | 0.01% | 19q | -16.1%-$2.5M |
| GOULD ASSET MANAGEMENT LLC /CA/ | $10.8M | 176,006 | 1.69% | 31q | -3.5%-$392.9K |
| SEEDS INVESTOR LLC | $10.6M | 173,168 | 1.09% | 5q | +21.6%+$1.9M |
| Rockefeller Capital Management L.P. | $9.8M | 160,095 | 0.01% | 20q | HELD |
| Cerity Partners LLC | $9.6M | 156,328 | 0.01% | 23q | +0.9%+$84.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.5M | 155,573 | 0.01% | 31q | HELD |
| RETIREMENT INCOME SOLUTIONS, INC | $8.7M | 164,718 | 1.50% | 27q | -2.8%-$250.9K |
| SEI INVESTMENTS CO | $7.4M | 121,445 | 0.01% | 31q | -1.4%-$103.1K |
| XPONANCE LLC | $7.4M | 121,368 | 0.05% | 4q | +63.7%+$2.9M |
| UBS Group AG | $6.8M | 110,863 | 0.00% | 31q | +3.4%+$221.1K |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | $6.2M | 100,831 | 0.36% | 11q | HELD |
| GOLDMAN SACHS GROUP INC | $6.1M | 99,741 | 0.00% | 17q | +202.7%+$4.1M |
| TIFF ADVISORY SERVICES, LLC | $5.4M | 88,365 | 1.32% | 4q | +4.7%+$241.5K |
| CRUX WEALTH ADVISORS | $5.2M | 85,856 | 1.82% | 5q | HELD |
| HARBOUR INVESTMENTS, INC. | $5.0M | 81,215 | 0.07% | 21q | -5.4%-$284.5K |
| WELLS FARGO & COMPANY/MN | $4.8M | 78,208 | 0.00% | 31q | -49.2%-$4.6M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $4.3M | 70,632 | 0.05% | 26q | HELD |
| Stonehearth Capital Management, LLC | $4.2M | 68,710 | 1.43% | 31q | HELD |
| BROWN BROTHERS HARRIMAN & CO | $4.0M | 65,877 | 0.02% | 4q | HELD |
| Milestone Investment Advisors LLC | $3.7M | 61,352 | 0.81% | 15q | HELD |
| OSAIC HOLDINGS, INC. | $3.0M | 49,769 | 0.00% | 26q | +9.5%+$264.5K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $3.0M | 49,590 | 0.06% | 2q | HELD |
| RAYMOND JAMES FINANCIAL INC | $3.0M | 48,970 | 0.00% | 7q | +8.6%+$235.8K |
| AXXCESS WEALTH MANAGEMENT, LLC | $3.0M | 48,803 | 0.05% | new | NEW |
| HighTower Advisors, LLC | $3.0M | 48,537 | 0.00% | 31q | -1.4%-$40.9K |
| Modera Wealth Management, LLC | $2.9M | 47,368 | 0.03% | 25q | +2.1%+$59.1K |
| IMC-Chicago, LLC | $2.7M | 44,848 | 0.00% | 2q | +35.8%+$722.5K |
| AGF MANAGEMENT LTD | $2.7M | 43,925 | 0.01% | 15q | HELD |
| Oxler Private Wealth LLC | $2.5M | 41,181 | 0.72% | 23q | +13.6%+$301.5K |
| Creative Planning | $2.5M | 41,136 | 0.00% | 23q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $2.4M | 40,447 | 0.00% | 9q | +67.1%+$973.3K |
| Investment Research & Advisory Group, Inc. | $2.4M | 3,231 | 0.74% | 27q | HELD |
| FMR LLC | $2.2M | 35,258 | 0.00% | 29q | +1.6%+$34.5K |
| PFG Advisors | $2.1M | 35,100 | 0.11% | 23q | HELD |
| Kestra Advisory Services, LLC | $2.1M | 34,895 | 0.01% | 11q | +55.2%+$758.3K |
| MASECO LLP | $2.1M | 34,150 | 0.06% | 5q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $2.0M | 33,463 | 0.00% | 25q | +1.6%+$31.9K |
| MARINO, STRAM & ASSOCIATES LLC | $2.0M | 33,028 | 0.32% | 20q | +1.4%+$27.7K |
| OneDigital Investment Advisors LLC | $2.0M | 32,413 | 0.02% | 14q | +3.5%+$67.2K |
| Fortis Capital Management LLC | $1.9M | 31,655 | 0.22% | 20q | HELD |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.9M | 31,052 | 0.01% | 31q | HELD |
| CITIZENS FINANCIAL GROUP INC/RI | $1.8M | 30,200 | 0.02% | 9q | HELD |
| Operose Advisors LLC | $1.8M | 29,797 | 0.35% | 18q | +5.0%+$86.6K |
| Boyd Wealth Management, LLC | $1.8M | 29,590 | 0.68% | 19q | -9.6%-$191.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.8M | 29,436 | 0.00% | 22q | +232.0%+$1.3M |
| Advisory Solutions Group, LLC | $1.8M | 29,288 | 0.61% | new | FIRST |
| AQR CAPITAL MANAGEMENT LLC | $1.7M | 28,572 | 0.00% | 4q | HELD |
| Clear Harbor Asset Management, LLC | $1.7M | 27,825 | 0.10% | 20q | HELD |
| Wealthfront Advisers LLC | $1.7M | 27,304 | 0.00% | 18q | +2.8%+$44.8K |
| JPMORGAN CHASE & CO | $1.7M | 27,474 | 0.00% | 22q | -2.0%-$33.3K |
| MML INVESTORS SERVICES, LLC | $1.6M | 26,215 | 0.00% | 30q | +17.2%+$235.0K |
| PFG Investments, LLC | $1.6M | 25,553 | 0.06% | 14q | +4.2%+$63.3K |
| Alesco Advisors, LLC, An ESL Co | $1.5M | 24,810 | 0.03% | 31q | HELD |
| CAPITAL CITY TRUST CO/FL | $1.5M | 24,138 | 0.31% | 23q | HELD |
| BRADLEY FOSTER & SARGENT INC/CT | $1.3M | 21,500 | 0.02% | 21q | HELD |
| Essex Financial Services, Inc. | $1.3M | 21,481 | 0.07% | 9q | HELD |
| Corient Private Wealth LP | $1.3M | 21,438 | 0.00% | 11q | +76.3%+$566.8K |
| WESCAP Management Group, Inc. | $1.3M | 21,222 | 0.24% | 26q | HELD |
| Western Wealth Management, LLC | $1.3M | 21,202 | 0.04% | 19q | HELD |
| STIFEL FINANCIAL CORP | $1.3M | 20,906 | 0.00% | 23q | +2.2%+$27.9K |
| Bell Investment Advisors, Inc | $1.2M | 20,042 | 0.18% | 19q | +2.6%+$31.3K |
| eCIO, Inc. | $1.2M | 19,956 | 0.34% | 6q | -4.0%-$51.3K |
| Affinity Capital Advisors, LLC | $1.2M | 19,715 | 0.15% | 27q | HELD |
| Bragg Financial Advisors, Inc | $1.2M | 19,584 | 0.03% | 25q | -2.9%-$35.1K |
| Cetera Investment Advisers | $1.2M | 19,236 | 0.00% | 10q | HELD |
| CITADEL ADVISORS LLC | $1.2M | 18,975 | 0.00% | 2q | -28.0%-$450.5K |
| Human Investing LLC | $1.2M | 20,276 | 0.08% | 3q | +96.3%+$566.9K |
| Cresset Asset Management, LLC | $1.1M | 18,466 | 0.00% | 15q | HELD |
| RED REEF ADVISORS LLC | $1.1M | 18,438 | 1.04% | 3q | +2.0%+$22.6K |
| Avior Wealth Management, LLC | $1.1M | 17,849 | 0.03% | 5q | -12.0%-$148.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.1M | 17,309 | 0.00% | 13q | +7.0%+$69.4K |
| Johnson Financial Group, LLC | $1.0M | 16,922 | 0.06% | 5q | -7.6%-$84.9K |
| Integrated Wealth Concepts LLC | $1.0M | 16,922 | 0.01% | 3q | +100.0%+$517.0K |
| Focus Financial Network, Inc. | $1.0M | 16,856 | 0.03% | 17q | -0.8%-$8.7K |
| GLENMEDE TRUST CO NA | $1.0M | 16,376 | 0.00% | new | NEW |
| IMA Advisory Services, Inc. | $996.8K | 16,315 | 0.06% | 7q | HELD |
| TRUIST FINANCIAL CORP | $993.8K | 16,265 | 0.00% | 25q | +2.1%+$20.7K |
| Bridgewater Advisors Inc. | $985.9K | 15,843 | 0.05% | 14q | -10.0%-$109.3K |
| GTS SECURITIES LLC | $977.1K | 15,992 | 0.02% | new | NEW |
| EP Wealth Advisors, LLC | $976.3K | 15,980 | 0.00% | 13q | -0.9%-$9.0K |
| Trevian Wealth Management LLC | $958.4K | 15,686 | 0.41% | 10q | HELD |
| AlTi Global, Inc. | $944.7K | 15,462 | 0.02% | 8q | -14.1%-$154.6K |
| Farrow Financial, Inc. | $938.1K | 15,354 | 0.50% | 11q | HELD |
| COMMERCE BANK | $935.4K | 15,310 | 0.00% | 22q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $921.9K | 14,888 | 0.00% | 12q | HELD |
Showing the largest 100 of 268 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 | 256 | $1.2B | 19,015,146 | 21 | 65 | 63 | 0.0% |
| Q1 2026 | 239 | $935.9M | 17,633,940 | 16 | 58 | 60 | 0.0% |
| Q4 2025 | 236 | $1.1B | 19,890,172 | 19 | 65 | 55 | 0.0% |
| Q3 2025 | 225 | $1.1B | 19,489,397 | 16 | 49 | 66 | 0.0% |
| Q2 2025 | 221 | $964.3M | 18,928,361 | 26 | 52 | 64 | 0.0% |
| Q1 2025 | 204 | $3.4B | 19,392,327 | 9 | 52 | 61 | 73.9% |
| Q4 2024 | 206 | $935.5M | 19,427,293 | 10 | 41 | 67 | 0.0% |
| Q3 2024 | 200 | $919.0M | 16,716,592 | 17 | 38 | 48 | 14.0% |
| Q2 2024 | 187 | $778.8M | 17,458,826 | 13 | 40 | 55 | 0.0% |
| Q1 2024 | 179 | $793.3M | 18,537,035 | 14 | 43 | 52 | 0.0% |
| Q4 2023 | 176 | $611.6M | 15,756,628 | 20 | 47 | 41 | 0.0% |
| Q3 2023 | 158 | $551.3M | 15,873,291 | 12 | 34 | 48 | 0.0% |
| Q2 2023 | 152 | $569.4M | 15,757,611 | 4 | 44 | 47 | 0.0% |
| Q1 2023 | 155 | $523.8M | 15,756,531 | 20 | 132 | 2 | 0.0% |
| Q4 2022 | 136 | $432.0M | 5,594,297 | 11 | 44 | 24 | 0.0% |
| Q3 2022 | 165 | $574.1M | 6,528,734 | 5 | 50 | 38 | 0.0% |
| Q2 2022 | 179 | $621.7M | 6,719,605 | 12 | 58 | 41 | 0.0% |
| Q1 2022 | 179 | $844.3M | 7,573,396 | 16 | 55 | 43 | 0.5% |
| Q4 2021 | 171 | $640.9M | 5,432,214 | 15 | 60 | 32 | 0.0% |
| Q3 2021 | 160 | $438.8M | 4,103,711 | 16 | 49 | 30 | 0.0% |
| Q2 2021 | 153 | $523.4M | 4,905,644 | 24 | 47 | 38 | 0.0% |
| Q1 2021 | 141 | $492.6M | 4,990,860 | 18 | 56 | 22 | 0.0% |
| Q4 2020 | 133 | $448.0M | 4,800,934 | 18 | 52 | 19 | 0.0% |
| Q3 2020 | 120 | $267.5M | 3,115,780 | 24 | 42 | 23 | 2.0% |
| Q2 2020 | 97 | $208.4M | 2,706,298 | 15 | 34 | 17 | 0.0% |
| Q1 2020 | 86 | $399.9M | 2,188,011 | 15 | 32 | 18 | 64.0% |
| Q4 2019 | 78 | $515.1M | 2,089,657 | 10 | 31 | 10 | 49.6% |
| Q3 2019 | 70 | $112.5M | 1,543,271 | 11 | 23 | 15 | 0.0% |
| Q2 2019 | 63 | $123.8M | 1,748,750 | 7 | 21 | 11 | 0.0% |
| Q1 2019 | 58 | $104.8M | 1,545,944 | 9 | 20 | 11 | 0.0% |
| Q4 2018 | 53 | $113.6M | 1,554,181 | 1 | 0 | 0 | 0.0% |