DaveManuel.com · Institutional Ownership · Who Owns It
SPDR SERIES TRUST (HYMB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
429
Reporting holders
$2.3B
Reported value
0.0%
Calls
0.0%
Puts
+21
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $187.8M | 7,382,633 | 0.05% | 7q | +7.7%+$13.5M |
| FMR LLC | $169.6M | 6,665,742 | 0.01% | 31q | +49.8%+$56.4M |
| SEI INVESTMENTS CO | $169.2M | 6,651,840 | 0.15% | 31q | -2.5%-$4.4M |
| WELLS FARGO & COMPANY/MN | $157.9M | 6,207,536 | 0.03% | 31q | +5.5%+$8.2M |
| BANK OF AMERICA CORP /DE/ | $130.6M | 5,132,087 | 0.01% | 31q | +0.8%+$994.8K |
| GOLDMAN SACHS GROUP INC | $126.9M | 4,987,711 | 0.01% | 31q | -9.2%-$12.8M |
| MORGAN STANLEY | $118.1M | 4,643,495 | 0.01% | 35q | +70.8%+$49.0M |
| LPL Financial LLC | $89.6M | 3,522,574 | 0.02% | 31q | +6.1%+$5.1M |
| WCG Wealth Advisors LLC | $46.6M | 1,833,609 | 1.11% | 17q | +11.4%+$4.8M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $42.7M | 1,678,899 | 0.56% | 7q | HELD |
| Avantax Planning Partners, Inc. | $41.9M | 1,646,129 | 1.04% | 31q | -2.1%-$902.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $41.3M | 1,624,232 | 0.05% | 24q | +14.6%+$5.3M |
| Bank of New York Mellon Corp | $40.8M | 1,603,453 | 0.01% | 17q | +23.9%+$7.9M |
| AMERIPRISE FINANCIAL INC | $37.9M | 1,489,159 | 0.01% | 31q | -1.8%-$697.9K |
| UBS Group AG | $31.0M | 1,217,294 | 0.00% | 31q | HELD |
| Cetera Investment Advisers | $29.9M | 1,175,515 | 0.03% | 27q | +54.2%+$10.5M |
| ENVESTNET ASSET MANAGEMENT INC | $29.0M | 1,140,316 | 0.01% | 31q | -25.7%-$10.0M |
| Revolve Wealth Partners, LLC | $28.9M | 1,137,661 | 3.00% | 19q | +4.5%+$1.2M |
| Tradewinds Capital Management, LLC | $25.2M | 992,182 | 4.49% | 27q | +940.3%+$22.8M |
| Ocean Park Asset Management, LLC | $21.6M | 848,826 | 1.04% | new | NEW |
| JPMORGAN CHASE & CO | $20.7M | 812,251 | 0.00% | 12q | -18.9%-$4.8M |
| Farther Finance Advisors, LLC | $18.5M | 727,550 | 0.14% | 15q | +18.5%+$2.9M |
| HighTower Advisors, LLC | $14.7M | 578,550 | 0.01% | 31q | -11.6%-$1.9M |
| Sanctuary Advisors, LLC | $14.4M | 566,641 | 0.07% | 9q | +2.8%+$397.9K |
| Jordan Park Group LLC | $14.3M | 563,102 | 0.73% | 15q | HELD |
| Capital Analysts, LLC | $13.2M | 517,732 | 0.30% | 21q | +5.3%+$662.9K |
| Mariner, LLC | $13.2M | 517,017 | 0.01% | 23q | -2.8%-$385.8K |
| Focus Partners Advisor Solutions, LLC | $12.5M | 492,206 | 0.11% | 2q | -1.0%-$120.9K |
| TRUIST FINANCIAL CORP | $11.7M | 459,750 | 0.01% | 27q | +1748.1%+$11.1M |
| Parkside Investments, LLC | $11.6M | 456,225 | 1.29% | 31q | -13.9%-$1.9M |
| OSAIC HOLDINGS, INC. | $11.3M | 446,136 | 0.01% | 26q | +6.6%+$701.6K |
| Brady Martz Wealth Solutions, LLC | $10.2M | 400,105 | 1.54% | 7q | -1.3%-$132.6K |
| Syntegra Private Wealth Group, LLC | $9.5M | 374,419 | 0.74% | 15q | +4.0%+$363.8K |
| Capital Asset Advisory Services LLC | $9.4M | 370,616 | 0.34% | 15q | +1.7%+$161.6K |
| Heartwood Wealth Advisors LLC | $9.1M | 357,483 | 0.71% | 12q | +11.2%+$918.2K |
| OLD NATIONAL BANCORP /IN/ | $9.0M | 354,391 | 0.18% | 12q | +6.7%+$564.7K |
| Wealthspire Advisors, LLC | $8.6M | 338,318 | 0.05% | 8q | -2.2%-$197.5K |
| AXXCESS WEALTH MANAGEMENT, LLC | $8.6M | 337,256 | 0.14% | new | NEW |
| Perigon Wealth Management, LLC | $8.4M | 330,455 | 0.13% | 25q | -8.8%-$809.6K |
| Dakota Wealth Management | $8.4M | 330,291 | 0.16% | 10q | +10.4%+$793.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.2M | 320,863 | 0.01% | 31q | +1.2%+$93.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.0M | 315,868 | 0.00% | 22q | -4.6%-$390.7K |
| Savvy Advisors, Inc. | $8.0M | 313,162 | 0.17% | 6q | +38.4%+$2.2M |
| Integrated Wealth Concepts LLC | $7.9M | 310,809 | 0.05% | 17q | +13.7%+$954.3K |
| OneDigital Investment Advisors LLC | $7.6M | 297,113 | 0.06% | 31q | +2.1%+$157.7K |
| JONES FINANCIAL COMPANIES LLLP | $7.4M | 290,252 | 0.00% | 10q | +9.9%+$664.2K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7.3M | 287,712 | 0.04% | 31q | -66.8%-$14.6M |
| Merit Financial Group, LLC | $7.1M | 278,045 | 0.04% | 6q | +13.4%+$834.0K |
| EXCHANGE TRADED CONCEPTS, LLC | $7.0M | 274,426 | 0.03% | new | NEW |
| Thrivent Financial for Lutherans | $6.7M | 262,914 | 0.01% | 22q | +10.6%+$640.8K |
| Keystone Financial Group | $6.5M | 256,304 | 0.39% | 8q | +11.6%+$679.7K |
| Modera Wealth Management, LLC | $6.5M | 254,007 | 0.07% | 18q | +3.0%+$188.2K |
| ROYAL BANK OF CANADA | $6.5M | 253,585 | 0.00% | 31q | +19.2%+$1.0M |
| EP Wealth Advisors, LLC | $6.3M | 249,161 | 0.02% | 2q | -2.1%-$134.5K |
| Austin Wealth Management, LLC | $6.2M | 247,742 | 1.32% | 5q | -2.7%-$169.9K |
| MML INVESTORS SERVICES, LLC | $6.2M | 243,026 | 0.01% | 31q | +34.6%+$1.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $6.0M | 236,639 | 0.09% | 31q | -25.1%-$2.0M |
| Avidian Wealth Enterprises, LLC | $5.9M | 231,178 | 0.16% | 30q | +7.2%+$393.7K |
| Baird Financial Group, Inc. | $5.4M | 210,755 | 0.01% | 31q | +12.3%+$585.9K |
| CGN Advisors LLC | $5.3M | 209,254 | 0.39% | 23q | +2.6%+$136.3K |
| RENAISSANCE TECHNOLOGIES LLC | $5.0M | 197,537 | 0.01% | 2q | +634.3%+$4.3M |
| Beacon Pointe Advisors, LLC | $4.9M | 194,548 | 0.02% | 26q | +2.4%+$118.0K |
| Chemistry Wealth Management LLC | $4.9M | 192,201 | 0.78% | 18q | HELD |
| MY Wealth Management Inc. | $4.8M | 188,531 | 3.38% | new | NEW |
| High Net Worth Advisory Group LLC | $4.7M | 184,350 | 1.00% | 19q | -1.4%-$64.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $4.6M | 180,093 | 0.05% | 15q | -1.0%-$45.4K |
| Erickson Financial Group, LLC | $4.4M | 174,515 | 2.38% | 19q | -1.2%-$53.5K |
| Global Retirement Partners, LLC | $4.4M | 172,780 | 0.07% | 16q | -1.7%-$75.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.2M | 166,558 | 0.01% | 18q | +1.1%+$47.8K |
| Cambridge Investment Research Advisors, Inc. | $3.9M | 154,080 | 0.00% | 31q | +110.7%+$2.1M |
| NewEdge Advisors, LLC | $3.9M | 151,803 | 0.01% | 12q | +15.6%+$521.3K |
| Kestra Advisory Services, LLC | $3.7M | 146,551 | 0.01% | 24q | -8.6%-$352.2K |
| BENJAMIN EDWARDS INC | $3.7M | 144,023 | 0.03% | 17q | -30.4%-$1.6M |
| &PARTNERS | $3.3M | 128,626 | 0.01% | 8q | -7.3%-$256.0K |
| Oakwell Private Wealth Management, LLC | $3.2M | 127,563 | 0.54% | 12q | +9.1%+$271.7K |
| Bragg Financial Advisors, Inc | $3.2M | 127,558 | 0.09% | 17q | +23.4%+$616.1K |
| Prime Capital Investment Advisors, LLC | $3.2M | 125,683 | 0.03% | 11q | -13.1%-$483.2K |
| STIFEL FINANCIAL CORP | $3.1M | 121,185 | 0.00% | 31q | -53.4%-$3.5M |
| Melone Private Wealth, LLC | $3.1M | 120,582 | 1.17% | 19q | -9.4%-$317.7K |
| AJ Advisors, LLC | $3.0M | 119,670 | 0.95% | new | NEW |
| Harbor Group, Inc. | $3.0M | 117,607 | 0.35% | 14q | -0.7%-$20.0K |
| Rockefeller Capital Management L.P. | $3.0M | 117,420 | 0.00% | 19q | HELD |
| Financial Partners Group, Inc | $2.9M | 115,678 | 0.30% | 5q | +1.6%+$45.4K |
| Diversified Portfolios, Inc. | $2.9M | 114,124 | 0.21% | 5q | +8.4%+$225.7K |
| Missouri Trust & Investment Co | $2.8M | 114,330 | 0.77% | 15q | +60.1%+$1.1M |
| CIBC Bancorp USA Inc. | $2.8M | 110,611 | 0.00% | 2q | +25.0%+$562.7K |
| SigFig Wealth Management, LLC | $2.8M | 109,265 | 0.07% | 9q | +18.2%+$428.4K |
| First Interstate Bank | $2.7M | 106,385 | 0.14% | 10q | +189.3%+$1.8M |
| Prentice Wealth Management LLC | $2.7M | 105,502 | 0.55% | 12q | -15.6%-$496.6K |
| Cerity Partners LLC | $2.6M | 101,951 | 0.00% | 13q | +7.7%+$185.3K |
| Wealthcare Advisory Partners LLC | $2.6M | 101,813 | 0.05% | 16q | +3.4%+$84.6K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $2.4M | 95,834 | 0.36% | 3q | +19.5%+$398.5K |
| BLAIR WILLIAM & CO/IL | $2.4M | 95,682 | 0.01% | 31q | +3.3%+$78.5K |
| Tower Research Capital LLC (TRC) | $2.4M | 95,118 | 0.06% | new | NEW |
| Aprio Wealth Management, LLC | $2.3M | 92,269 | 0.12% | 4q | +0.8%+$17.9K |
| PARK AVENUE SECURITIES LLC | $2.3M | 92,245 | 0.01% | 10q | +7.1%+$156.6K |
| Friday Financial | $2.3M | 92,427 | 0.63% | 7q | +2.5%+$57.8K |
| Legacy Financial Advisors, Inc. | $2.3M | 91,245 | 0.28% | 11q | -1.4%-$34.1K |
| FourThought Financial Partners, LLC | $2.3M | 88,576 | 0.17% | 10q | HELD |
| Waverly Advisors, LLC | $2.2M | 88,058 | 0.01% | 7q | -1.9%-$44.4K |
Showing the largest 100 of 429 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 158 | $309.0M | 13,165,661 | 11 | 63 | 48 | 0.0% |
| Q2 2026 | 429 | $2.3B | 88,608,452 | 43 | 159 | 121 | 0.0% |
| Q1 2026 | 408 | $2.0B | 82,199,048 | 44 | 146 | 120 | 0.1% |
| Q4 2025 | 419 | $2.2B | 86,408,128 | 40 | 146 | 142 | 0.0% |
| Q3 2025 | 392 | $2.1B | 82,276,178 | 36 | 156 | 126 | 0.0% |
| Q2 2025 | 396 | $2.1B | 82,586,176 | 45 | 130 | 146 | 2.3% |
| Q1 2025 | 391 | $2.1B | 84,807,642 | 38 | 144 | 118 | 0.1% |
| Q4 2024 | 400 | $2.3B | 87,920,474 | 39 | 155 | 102 | 0.0% |
| Q3 2024 | 362 | $2.2B | 83,295,420 | 39 | 140 | 100 | 0.0% |
| Q2 2024 | 353 | $2.2B | 86,029,964 | 32 | 139 | 104 | 0.0% |
| Q1 2024 | 355 | $2.2B | 86,173,030 | 47 | 113 | 125 | 0.0% |
| Q4 2023 | 335 | $2.1B | 83,374,721 | 58 | 121 | 85 | 0.0% |
| Q3 2023 | 283 | $1.5B | 61,933,042 | 40 | 105 | 80 | 0.0% |
| Q2 2023 | 279 | $1.6B | 61,975,651 | 33 | 84 | 106 | 0.1% |
| Q1 2023 | 276 | $1.7B | 66,983,285 | 33 | 75 | 121 | 0.0% |
| Q4 2022 | 274 | $1.8B | 37,199,972 | 54 | 95 | 84 | 0.1% |
| Q3 2022 | 234 | $4.6B | 94,414,600 | 22 | 88 | 71 | 0.1% |
| Q2 2022 | 261 | $5.6B | 109,240,297 | 46 | 89 | 80 | 0.2% |
| Q1 2022 | 253 | $5.8B | 107,001,697 | 35 | 82 | 84 | 0.0% |
| Q4 2021 | 254 | $5.6B | 95,258,596 | 28 | 97 | 44 | 0.1% |
| Q3 2021 | 219 | $5.2B | 87,125,725 | 20 | 98 | 44 | 0.0% |
| Q2 2021 | 226 | $4.6B | 76,489,532 | 38 | 94 | 49 | 0.0% |
| Q1 2021 | 205 | $4.3B | 71,775,675 | 36 | 75 | 41 | 0.0% |
| Q4 2020 | 181 | $4.4B | 74,439,809 | 16 | 56 | 41 | 0.0% |
| Q3 2020 | 160 | $4.7B | 83,229,637 | 14 | 64 | 45 | 0.0% |
| Q2 2020 | 166 | $7.7B | 132,698,851 | 38 | 52 | 39 | 2.8% |
| Q1 2020 | 156 | $8.5B | 154,598,003 | 23 | 52 | 41 | 0.0% |
| Q4 2019 | 172 | $2.9B | 48,394,869 | 24 | 65 | 24 | 0.0% |
| Q3 2019 | 140 | $1.4B | 24,137,201 | 10 | 63 | 25 | 0.0% |
| Q2 2019 | 146 | $1.2B | 20,657,066 | 28 | 46 | 27 | 0.3% |
| Q1 2019 | 139 | $1.1B | 19,528,970 | 21 | 40 | 38 | 0.1% |
| Q4 2018 | 132 | $641.5M | 11,435,047 | 3 | 1 | 1 | 0.0% |