DaveManuel.com · Institutional Ownership · Who Owns It
SPDR SERIES TRUST (SPYD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
529
Reporting holders
$2.0B
Reported value
0.3%
Calls
0.5%
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $244.0M | 5,115,210 | 0.05% | 31q | +9.7%+$21.5M |
| BANK OF AMERICA CORP /DE/ | $164.6M | 3,449,190 | 0.01% | 31q | +2.8%+$4.4M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $158.2M | 3,315,128 | 1.18% | 4q | HELD |
| Auto-Owners Insurance Co | $97.8M | 2,050,000 | 2.21% | 15q | -25.2%-$32.9M |
| MORGAN STANLEY | $80.3M | 1,682,417 | 0.00% | 35q | +5.5%+$4.2M |
| SBI Securities Co., Ltd. | $68.6M | 1,437,681 | 1.56% | 7q | -2.8%-$2.0M |
| ENVESTNET ASSET MANAGEMENT INC | $37.7M | 790,973 | 0.01% | 31q | +7.7%+$2.7M |
| GFS Advisors, LLC | $36.0M | 150? | 1.90% | new | |
| First Command Advisory Services, Inc. | $34.8M | 729,859 | 0.21% | 17q | -15.8%-$6.6M |
| WELLS FARGO & COMPANY/MN | $33.7M | 705,786 | 0.01% | 30q | +1.4%+$479.1K |
| UBS Group AG | $32.9M | 689,145 | 0.00% | 31q | -10.2%-$3.7M |
| Curran Financial Partners, LLC | $29.2M | 611,552 | 4.34% | 21q | +9.9%+$2.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $27.8M | 581,680 | 0.03% | 31q | +4.3%+$1.1M |
| RAYMOND JAMES FINANCIAL INC | $25.4M | 532,010 | 0.01% | 7q | +3.0%+$740.6K |
| ROYAL BANK OF CANADA | $24.6M | 515,233 | 0.00% | 31q | +8.6%+$1.9M |
| Bank of New York Mellon Corp | $24.0M | 503,977 | 0.00% | 8q | -2.5%-$608.7K |
| OSAIC HOLDINGS, INC. | $21.7M | 455,223 | 0.03% | 26q | +34.3%+$5.5M |
| ALLIANCEBERNSTEIN L.P. | $21.3M | 467,508 | 0.01% | 15q | +3.1%+$642.6K |
| Dakota Wealth Management | $19.1M | 400,874 | 0.37% | 10q | +2.2%+$420.1K |
| AMERIPRISE FINANCIAL INC | $18.9M | 396,673 | 0.00% | 31q | -90.9%-$188.9M |
| Cetera Investment Advisers | $18.9M | 396,211 | 0.02% | 23q | +16.0%+$2.6M |
| Focus Partners Wealth | $15.3M | 320,224 | 0.02% | 9q | HELD |
| Financial Gravity Companies, Inc. | $15.2M | 318,591 | 2.47% | 4q | +12.9%+$1.7M |
| Wealthfront Advisers LLC | $14.9M | 311,737 | 0.03% | 20q | +10.4%+$1.4M |
| Advisors Capital Management, LLC | $14.8M | 310,099 | 0.16% | 3q | +6938.1%+$14.6M |
| Tidal Investments LLC | $14.2M | 296,777 | 0.02% | new | NEW |
| Total Clarity Wealth Management, Inc. | $13.0M | 273,088 | 2.53% | 5q | +102.9%+$6.6M |
| JPMORGAN CHASE & CO | $12.5M | 257,757 | 0.00% | 27q | +7.1%+$822.4K |
| Cambridge Investment Research Advisors, Inc. | $12.3M | 258,056 | 0.01% | 31q | +102.5%+$6.2M |
| GOLDMAN SACHS GROUP INC | $12.2M | 256,501 | 0.00% | 31q | -23.3%-$3.7M |
| Janney Montgomery Scott LLC | $11.8M | 246,515 | 0.02% | 31q | +1.3%+$147.0K |
| Qube Research & Technologies Ltd | $11.2M | 235,511 | 0.01% | 19q | +11775450.0%+$11.2M |
| Vestmark Advisory Solutions, Inc. | $11.1M | 232,596 | 0.10% | 21q | HELD |
| Parallax Volatility Advisers, L.P. | $10.6M incl. $7.2M options PUT | 71,455 | 0.02% | new | NEW |
| StoneX Group Inc. | $10.5M | 219,905 | 0.42% | 16q | +7.1%+$693.8K |
| TRUIST FINANCIAL CORP | $10.1M | 210,836 | 0.01% | 27q | HELD |
| SWS Partners | $9.9M | 207,359 | 2.14% | 16q | -14.3%-$1.7M |
| Keystone Financial Planning, Inc. | $9.4M | 197,430 | 2.43% | 18q | +0.6%+$53.0K |
| FIRST HAWAIIAN BANK | $9.3M | 195,322 | 1.18% | 25q | HELD |
| STIFEL FINANCIAL CORP | $9.2M | 193,151 | 0.01% | 22q | +1.0%+$95.1K |
| COWA, LLC | $9.1M | 189,929 | 2.27% | 23q | +1.1%+$98.0K |
| Elite Financial, Inc. | $8.5M | 178,638 | 3.44% | 7q | -7.3%-$673.7K |
| Cercano Management LLC | $8.3M | 174,939 | 1.11% | 7q | -19.7%-$2.1M |
| Mesirow Financial Investment Management, Inc. | $8.0M | 167,993 | 0.13% | 11q | +14.7%+$1.0M |
| Waterloo Capital, L.P. | $7.8M | 163,735 | 0.44% | 9q | +4.7%+$353.4K |
| Daiwa Securities Group Inc. | $7.7M | 162,306 | 0.02% | 19q | HELD |
| Crescent Grove Advisors, LLC | $7.3M | 154,026 | 0.61% | 16q | +6.3%+$434.0K |
| Systematic Alpha Investments, LLC | $7.0M | 147,601 | 0.19% | 20q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.8M | 142,067 | 0.00% | 31q | +26.4%+$1.4M |
| CITADEL ADVISORS LLC | $6.6M incl. $5.7M options CALL+PUT | 18,690 | 0.00% | 29q | -50.9%-$6.8M |
| BNP PARIBAS FINANCIAL MARKETS | $6.1M | 128,722 | 0.00% | 9q | -52.7%-$6.8M |
| CGN Advisors LLC | $6.0M | 125,264 | 0.44% | 23q | HELD |
| Curi Capital, LLC | $5.9M | 124,700 | 0.09% | 22q | HELD |
| Jefferies Financial Group Inc. | $5.9M | 124,279 | 0.04% | 15q | +3.3%+$188.5K |
| NewEdge Advisors, LLC | $5.9M | 123,795 | 0.02% | 28q | +7.0%+$388.8K |
| AE Wealth Management LLC | $5.9M | 123,255 | 0.03% | 29q | +6.3%+$350.0K |
| Venture Visionary Partners LLC | $5.7M | 119,017 | 0.16% | 13q | HELD |
| Asset One Wealth Management LLC | $5.5M | 112,959 | 0.58% | 3q | +23.9%+$1.1M |
| Phoenix Wealth Advisors | $5.2M | 108,866 | 1.75% | 5q | +83.7%+$2.4M |
| BIP Wealth, LLC | $5.1M | 107,943 | 0.15% | 14q | -2.7%-$145.0K |
| Waverly Advisors, LLC | $5.1M | 107,764 | 0.03% | 10q | HELD |
| D.A. DAVIDSON & CO. | $4.7M | 99,113 | 0.03% | 20q | +7.7%+$336.7K |
| Allworth Financial LP | $4.7M | 98,510 | 0.02% | 27q | -6.1%-$305.2K |
| Private Advisor Group, LLC | $4.6M | 96,404 | 0.02% | 31q | +6.2%+$268.3K |
| JONES FINANCIAL COMPANIES LLLP | $4.6M | 94,392 | 0.00% | 9q | +55.2%+$1.6M |
| Jump Financial, LLC | $4.3M | 89,621 | 0.03% | new | NEW |
| Corient Private Wealth LP | $4.2M | 88,796 | 0.01% | 15q | HELD |
| HARBOUR INVESTMENTS, INC. | $4.2M | 87,016 | 0.06% | 21q | +117.7%+$2.2M |
| HighTower Advisors, LLC | $4.1M | 86,919 | 0.00% | 31q | -11.2%-$524.7K |
| Western Wealth Management, LLC | $4.1M | 86,479 | 0.13% | 24q | +2.3%+$94.1K |
| Geneos Wealth Management Inc. | $4.1M | 85,522 | 0.08% | 36q | +2.1%+$85.7K |
| CALTON & ASSOCIATES, INC. | $4.0M | 84,488 | 0.59% | 11q | -34.0%-$2.1M |
| PNC Financial Services Group, Inc. | $3.8M | 79,953 | 0.00% | 31q | +5.2%+$188.4K |
| WealthPlan Investment Management, LLC | $3.8M | 79,795 | 0.19% | 8q | -1.2%-$45.8K |
| MML INVESTORS SERVICES, LLC | $3.8M | 79,526 | 0.01% | 31q | +33.0%+$940.5K |
| Heartwood Wealth Advisors LLC | $3.8M | 78,776 | 0.29% | 23q | +4.7%+$168.4K |
| D. E. Shaw & Co., Inc. | $3.7M | 78,337 | 0.00% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $3.7M | 78,170 | 0.08% | 7q | HELD |
| Global Strategic Investment Solutions, LLC | $3.7M | 77,354 | 0.33% | 26q | +0.7%+$24.7K |
| Creative Planning | $3.7M | 77,102 | 0.00% | 31q | -17.9%-$801.8K |
| Rockefeller Capital Management L.P. | $3.7M | 76,786 | 0.01% | 27q | +1.1%+$41.6K |
| Avior Wealth Management, LLC | $3.5M | 74,387 | 0.09% | new | NEW |
| WHITE PINE CAPITAL LLC | $3.5M | 73,626 | 0.83% | 28q | -49.8%-$3.5M |
| Independent Wealth Network Inc. | $3.4M | 72,228 | 0.88% | 20q | +11.7%+$361.8K |
| HRT FINANCIAL LP | $3.4M | 72,241 | 0.01% | new | NEW |
| Advisor OS, LLC | $3.4M | 71,384 | 0.23% | new | NEW |
| Mariner, LLC | $3.4M | 71,254 | 0.00% | 18q | -25.8%-$1.2M |
| Gateway Wealth Partners, LLC | $3.4M | 70,585 | 0.20% | 15q | -50.1%-$3.4M |
| NAN FUNG TRINITY (HK) LTD | $3.2M | 67,500 | 0.32% | 4q | HELD |
| Prospera Financial Services Inc | $3.2M | 67,397 | 0.05% | 24q | +10.9%+$315.2K |
| CAPTRUST FINANCIAL ADVISORS | $3.2M | 66,108 | 0.00% | 26q | -0.7%-$23.0K |
| FMR LLC | $3.1M | 64,910 | 0.00% | 28q | -11.1%-$386.0K |
| Tower Research Capital LLC (TRC) | $3.1M | 64,660 | 0.08% | 16q | +1.9%+$57.1K |
| Financial Engines Advisors L.L.C. | $3.1M | 64,425 | 0.01% | 8q | -5.7%-$185.8K |
| Econ Financial Services Corp | $3.0M | 63,286 | 1.41% | 2q | +2.8%+$82.3K |
| World Investment Advisors | $3.0M | 63,863 | 0.05% | 8q | -9.8%-$325.6K |
| Trajan Wealth LLC | $2.9M | 61,753 | 0.11% | 10q | -3.8%-$117.0K |
| Wealthspire Advisors, LLC | $2.8M | 58,443 | 0.02% | 20q | HELD |
| First PREMIER Bank | $2.8M | 58,437 | 0.45% | 30q | +1.5%+$42.4K |
| TUDOR INVESTMENT CORP ET AL | $2.8M | 58,023 | 0.00% | new | NEW |
Showing the largest 100 of 530 reported holders. The count of 529 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
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 | 189 | $508.4M | 11,201,150 | 13 | 57 | 48 | 0.0% |
| Q2 2026 | 529 | $2.0B | 40,686,646 | 53 | 179 | 129 | 0.8% |
| Q1 2026 | 508 | $2.0B | 43,482,045 | 57 | 187 | 134 | 0.3% |
| Q4 2025 | 482 | $2.3B | 54,039,102 | 48 | 161 | 135 | 0.2% |
| Q3 2025 | 458 | $2.4B | 54,690,124 | 37 | 166 | 117 | 0.2% |
| Q2 2025 | 459 | $2.1B | 49,536,154 | 34 | 148 | 154 | 0.2% |
| Q1 2025 | 468 | $2.0B | 45,590,675 | 46 | 160 | 130 | 0.3% |
| Q4 2024 | 462 | $2.0B | 47,003,251 | 44 | 150 | 120 | 0.2% |
| Q3 2024 | 436 | $2.0B | 42,809,644 | 56 | 144 | 108 | 0.2% |
| Q2 2024 | 415 | $1.7B | 41,929,759 | 31 | 124 | 152 | 0.1% |
| Q1 2024 | 412 | $2.7B | 67,385,102 | 31 | 128 | 146 | 0.2% |
| Q4 2023 | 423 | $2.8B | 70,613,931 | 44 | 107 | 159 | 0.1% |
| Q3 2023 | 394 | $2.4B | 65,739,853 | 27 | 115 | 155 | 0.3% |
| Q2 2023 | 410 | $2.4B | 65,298,798 | 31 | 131 | 157 | 0.1% |
| Q1 2023 | 417 | $2.8B | 73,073,115 | 40 | 167 | 112 | 0.2% |
| Q4 2022 | 419 | $3.3B | 83,645,850 | 56 | 150 | 125 | 0.2% |
| Q3 2022 | 376 | $8.4B | 235,930,079 | 44 | 161 | 104 | 0.1% |
| Q2 2022 | 382 | $7.8B | 196,198,876 | 56 | 171 | 76 | 0.1% |
| Q1 2022 | 347 | $5.2B | 117,524,050 | 48 | 151 | 70 | 0.1% |
| Q4 2021 | 329 | $4.0B | 94,372,049 | 46 | 114 | 70 | 0.2% |
| Q3 2021 | 285 | $3.4B | 86,647,418 | 28 | 121 | 58 | 0.1% |
| Q2 2021 | 287 | $3.2B | 79,784,170 | 41 | 115 | 69 | 0.1% |
| Q1 2021 | 260 | $1.7B | 45,108,640 | 47 | 81 | 79 | 0.1% |
| Q4 2020 | 234 | $1.4B | 43,640,217 | 40 | 55 | 76 | 0.0% |
| Q3 2020 | 201 | $1.5B | 54,009,899 | 29 | 65 | 69 | 0.0% |
| Q2 2020 | 203 | $1.6B | 59,139,767 | 28 | 66 | 73 | 0.0% |
| Q1 2020 | 206 | $1.6B | 65,435,446 | 31 | 89 | 53 | 0.0% |
| Q4 2019 | 241 | $3.0B | 75,562,185 | 43 | 95 | 41 | 0.0% |
| Q3 2019 | 184 | $1.5B | 40,113,349 | 32 | 78 | 45 | 0.0% |
| Q2 2019 | 166 | $1.6B | 41,577,636 | 38 | 80 | 23 | 0.0% |
| Q1 2019 | 146 | $1.3B | 33,502,713 | 35 | 62 | 27 | 0.0% |
| Q4 2018 | 116 | $877.0M | 25,723,662 | 2 | 5 | 0 | 0.0% |