DaveManuel.com · Institutional Ownership · Who Owns It
SPDR SERIES TRUST (SPYG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,424
Reporting holders
$40.7B
Reported value
0.1%
Calls
0.1%
Puts
+89
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 | $4.8B | 40,632,371 | 1.09% | 31q | +2.0%+$95.4M |
| Financial Engines Advisors L.L.C. | $1.9B | 16,355,720 | 3.46% | 28q | -6.0%-$124.5M |
| GOLDMAN SACHS GROUP INC | $1.9B | 15,917,623 | 0.16% | 31q | +6.0%+$106.6M |
| AMERIPRISE FINANCIAL INC | $1.3B | 10,803,596 | 0.26% | 31q | +5.4%+$65.3M |
| Allworth Financial LP | $1.3B | 10,545,678 | 5.33% | 31q | -15.0%-$221.8M |
| BANK OF AMERICA CORP /DE/ | $1.2B | 10,387,210 | 0.08% | 31q | +231.8%+$863.5M |
| MORGAN STANLEY | $1.1B | 9,569,500 | 0.06% | 35q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.1B | 9,489,431 | 0.27% | 31q | +10.5%+$107.5M |
| Horizon Investments, LLC | $660.7M | 5,552,636 | 7.24% | 22q | -13.1%-$99.5M |
| JPMORGAN CHASE & CO | $656.2M | 5,588,841 | 0.04% | 31q | -1.6%-$10.6M |
| Valmark Advisers, Inc. | $563.8M | 4,738,201 | 5.98% | 31q | -3.0%-$17.4M |
| Equitable Holdings, Inc. | $536.0M | 4,531,390 | 3.20% | 27q | -2.9%-$16.1M |
| RAYMOND JAMES FINANCIAL INC | $515.2M | 4,329,392 | 0.14% | 7q | +4.1%+$20.5M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $501.2M | 4,211,914 | 3.75% | 4q | -1.1%-$5.8M |
| Dynasty Wealth Management, LLC | $453.5M | 3,811,664 | 3.37% | 7q | HELD |
| Quotient Wealth Partners, LLC | $436.4M | 3,667,167 | 10.30% | 11q | HELD |
| UBS Group AG | $426.9M | 3,587,593 | 0.05% | 31q | -3.7%-$16.6M |
| ROYAL BANK OF CANADA | $410.8M | 3,452,793 | 0.06% | 31q | +23.9%+$79.3M |
| Orgel Wealth Management, LLC | $404.4M | 3,398,409 | 7.67% | 17q | -0.9%-$3.7M |
| WELLS FARGO & COMPANY/MN | $394.8M | 3,317,734 | 0.06% | 31q | +4.2%+$15.9M |
| Cetera Investment Advisers | $388.4M | 3,263,810 | 0.35% | 28q | +6.0%+$22.1M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $375.9M | 3,158,745 | 0.29% | new | NEW |
| AE Wealth Management LLC | $353.4M | 2,969,896 | 1.65% | 31q | -3.2%-$11.8M |
| Kestra Investment Management, LLC | $347.5M | 2,920,221 | 6.73% | 9q | -18.4%-$78.4M |
| Advisory Alpha, LLC | $343.7M | 2,888,101 | 8.43% | 31q | -2.1%-$7.4M |
| Willis Johnson & Associates, Inc. | $334.7M | 2,813,228 | 18.65% | 20q | +1.0%+$3.2M |
| Savant Capital, LLC | $323.8M | 2,986,077 | 0.95% | 27q | +99.8%+$161.7M |
| Private Advisor Group, LLC | $311.7M | 2,619,648 | 1.43% | 31q | +19.6%+$51.1M |
| TRUIST FINANCIAL CORP | $310.9M | 2,612,899 | 0.37% | 27q | +1.4%+$4.4M |
| OSAIC HOLDINGS, INC. | $307.9M | 2,587,784 | 0.36% | 26q | +11.5%+$31.7M |
| HighTower Advisors, LLC | $293.1M | 2,463,414 | 0.28% | 31q | +1.5%+$4.3M |
| HB Wealth Management, LLC | $291.0M | 2,445,430 | 1.63% | 19q | -11.6%-$38.3M |
| NorthRock Partners, LLC | $276.9M | 2,326,724 | 4.02% | 29q | +6.0%+$15.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $273.1M | 2,295,436 | 0.15% | 31q | +65.2%+$107.8M |
| Connecticut Wealth Management, LLC | $258.2M | 2,170,139 | 9.55% | 22q | +2.7%+$6.9M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $254.5M | 2,138,543 | 0.88% | 2q | +18.5%+$39.8M |
| SCS Capital Management LLC | $230.2M | 1,934,606 | 2.17% | 25q | HELD |
| FMR LLC | $215.7M | 1,812,961 | 0.01% | 31q | -1.9%-$4.2M |
| Gerber Kawasaki Wealth & Investment Management | $212.9M | 1,789,081 | 5.68% | 18q | +3.9%+$8.0M |
| STIFEL FINANCIAL CORP | $211.4M | 1,776,289 | 0.18% | 31q | -0.6%-$1.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $206.7M | 1,736,874 | 0.26% | 31q | +14.8%+$26.7M |
| Diversify Advisory Services, LLC | $202.3M | 1,766,081 | 3.38% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $202.3M | 1,766,081 | 3.38% | 9q | +6.0%+$11.4M |
| Kingsview Wealth Management, LLC | $191.4M | 1,608,668 | 2.32% | 38q | HELD |
| Focused Wealth Management, Inc | $182.2M | 1,531,390 | 15.85% | 31q | +1.9%+$3.4M |
| JONES FINANCIAL COMPANIES LLLP | $180.5M | 1,573,727 | 0.07% | 10q | +69.2%+$73.8M |
| CoreCap Advisors, LLC | $177.2M | 1,489,560 | 5.23% | 18q | +3.5%+$6.0M |
| Cambridge Investment Research Advisors, Inc. | $176.3M | 1,481,728 | 0.20% | 31q | +38.3%+$48.8M |
| OLD NATIONAL BANCORP /IN/ | $170.1M | 1,429,611 | 3.39% | 29q | -1.7%-$2.9M |
| Octavia Wealth Advisors, LLC | $166.7M | 1,400,992 | 14.39% | 23q | +0.9%+$1.5M |
| AlphaStar Capital Management, LLC | $160.9M | 1,352,196 | 10.23% | 31q | +11.6%+$16.7M |
| MML INVESTORS SERVICES, LLC | $158.8M | 1,334,292 | 0.32% | 31q | +19.1%+$25.4M |
| BENJAMIN EDWARDS INC | $157.2M | 1,320,719 | 1.43% | 25q | -4.0%-$6.6M |
| Syntegra Private Wealth Group, LLC | $155.7M | 1,308,727 | 12.06% | 15q | -1.2%-$1.9M |
| PRUDENTIAL FINANCIAL INC | $151.0M | 1,269,168 | 0.16% | 17q | +5.5%+$7.8M |
| EXCHANGE TRADED CONCEPTS, LLC | $144.8M | 1,217,314 | 0.66% | 5q | +16.1%+$20.1M |
| First National Trust Co | $138.5M | 1,163,640 | 4.70% | 31q | -1.3%-$1.8M |
| CIBC Bancorp USA Inc. | $134.3M | 1,129,673 | 0.16% | 2q | +23.4%+$25.5M |
| FLAGSHIP HARBOR ADVISORS, LLC | $134.2M | 1,127,958 | 5.14% | 2q | -12.9%-$19.9M |
| Integrated Wealth Concepts LLC | $132.4M | 1,112,724 | 0.87% | 25q | +3.7%+$4.7M |
| FOUNDERS FINANCIAL SECURITIES LLC | $126.7M | 1,064,857 | 6.49% | 31q | +1.4%+$1.7M |
| Waverly Advisors, LLC | $117.0M | 983,337 | 0.68% | 16q | -0.7%-$782.7K |
| Cannon Financial Strategists, Inc. | $108.8M | 914,234 | 12.38% | 30q | +3.5%+$3.7M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $108.5M | 911,956 | 1.43% | 15q | -6.4%-$7.5M |
| Black Swift Group, LLC | $103.4M | 869,331 | 14.95% | 14q | HELD |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $102.0M | 857,497 | 7.55% | 19q | -6.2%-$6.7M |
| Kestra Advisory Services, LLC | $101.7M | 854,452 | 0.33% | 24q | -0.8%-$782.5K |
| Mariner, LLC | $99.5M | 836,240 | 0.10% | 31q | -38.8%-$63.0M |
| Convergence Financial, LLC | $97.3M | 817,671 | 7.74% | 19q | +63.7%+$37.9M |
| Creative Planning | $96.1M | 807,405 | 0.06% | 31q | +11.0%+$9.5M |
| KWB Wealth | $95.0M | 798,372 | 8.13% | 23q | -12.0%-$12.9M |
| NICOLET BANKSHARES INC | $94.4M | 794,989 | 3.00% | 28q | -1.2%-$1.1M |
| Ameritas Advisory Services, LLC | $91.1M | 765,951 | 1.84% | 19q | +78.8%+$40.2M |
| IHT Wealth Management, LLC | $91.1M | 765,741 | 1.94% | 31q | +17.4%+$13.5M |
| Corient Private Wealth LP | $88.0M | 739,299 | 0.12% | 15q | -13.7%-$14.0M |
| Dakota Wealth Management | $87.3M | 733,889 | 1.67% | 25q | +29.5%+$19.9M |
| HighPoint Advisor Group LLC | $86.4M | 726,177 | 3.04% | 3q | +8.8%+$7.0M |
| Janney Montgomery Scott LLC | $82.5M | 693,472 | 0.16% | 31q | +64.1%+$32.2M |
| Summit Financial, LLC | $82.5M | 693,192 | 0.90% | 21q | +5.3%+$4.2M |
| SilverOak Wealth Management LLC | $81.1M | 681,977 | 10.45% | 11q | +7.0%+$5.3M |
| Ackerman Capital Advisors, LLC | $79.8M | 670,729 | 16.07% | 26q | -12.1%-$11.0M |
| First Command Advisory Services, Inc. | $79.6M | 669,039 | 0.47% | 15q | -6.3%-$5.4M |
| Klingman & Associates, LLC | $77.0M | 646,841 | 3.28% | 26q | -1.2%-$948.7K |
| OARSMAN CAPITAL, INC. | $75.1M | 631,032 | 7.95% | 31q | +16.2%+$10.5M |
| RESTON WEALTH MANAGEMENT LLC | $72.8M | 612,211 | 19.64% | 28q | -4.8%-$3.7M |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $71.2M | 598,201 | 6.00% | 8q | +3.3%+$2.3M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $68.3M | 573,709 | 1.07% | 26q | +8.6%+$5.4M |
| Composition Wealth, LLC | $65.5M | 550,470 | 0.77% | 24q | -3.9%-$2.7M |
| COURIER CAPITAL LLC | $65.3M | 549,195 | 3.26% | 30q | +0.5%+$327.2K |
| Merit Financial Group, LLC | $63.9M | 536,798 | 0.39% | 27q | +1.3%+$826.6K |
| RFG Advisory, LLC | $63.8M | 536,479 | 1.00% | 31q | +2.1%+$1.3M |
| HSBC HOLDINGS PLC | $60.3M | 506,680 | 0.03% | 7q | +13.1%+$7.0M |
| Perennial Investment Advisors, LLC | $59.0M | 496,052 | 3.92% | 14q | -0.9%-$536.0K |
| Navigation Group, LLC | $56.5M | 475,059 | 11.00% | 2q | -1.0%-$564.7K |
| Thrivent Financial for Lutherans | $56.2M | 471,923 | 0.09% | 31q | -1.7%-$983.3K |
| CITIZENS FINANCIAL GROUP INC/RI | $54.8M | 460,749 | 0.66% | 26q | +2.2%+$1.2M |
| CGN Advisors LLC | $54.7M | 459,393 | 3.99% | 23q | -5.7%-$3.3M |
| TRUEFG, LLC | $54.4M | 457,032 | 12.70% | 27q | +0.5%+$282.2K |
| Waterloo Capital, L.P. | $54.1M | 454,743 | 3.04% | 14q | +29.6%+$12.3M |
| Baltimore-Washington Financial Advisors, Inc. | $54.1M | 454,381 | 2.02% | 31q | +1.3%+$684.7K |
Showing the largest 100 of 1,424 reported holders.
Q2 2026 in brief
In Q2 2026, 1,424 managers that file Form 13F reported holding Spdr Series Trust (SPYG), $40.7B in all. 160 managers opened a position and 71 sold out completely, against 1,335 holders the quarter before. Largest holders: Lpl Financial Llc, Financial Engines Advisors L.L.C. and Goldman Sachs Group Inc. Largest new positions: Manufacturers Life Insurance Company, The ($375.9M), Diversify Advisory Services, Llc ($202.3M) and Elevation Point Wealth Partners, Llc ($38.8M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
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 | 626 | $7.8B | 63,366,706 | 30 | 197 | 198 | 0.0% |
| Q2 2026 | 1,424 | $40.7B | 342,391,366 | 140 | 464 | 458 | 0.2% |
| Q1 2026 | 1,335 | $31.8B | 326,565,117 | 72 | 486 | 452 | 0.1% |
| Q4 2025 | 1,357 | $35.3B | 330,851,276 | 96 | 436 | 436 | 0.1% |
| Q3 2025 | 1,227 | $33.5B | 320,816,113 | 103 | 408 | 433 | 0.2% |
| Q2 2025 | 1,176 | $29.2B | 306,152,561 | 114 | 450 | 367 | 0.2% |
| Q1 2025 | 1,113 | $23.6B | 292,670,684 | 66 | 410 | 391 | 0.3% |
| Q4 2024 | 1,148 | $27.3B | 309,805,212 | 93 | 387 | 344 | 0.4% |
| Q3 2024 | 1,027 | $23.0B | 277,006,417 | 65 | 343 | 368 | 0.2% |
| Q2 2024 | 1,028 | $23.3B | 291,396,334 | 109 | 384 | 308 | 0.2% |
| Q1 2024 | 957 | $20.7B | 284,035,550 | 86 | 340 | 327 | 0.1% |
| Q4 2023 | 920 | $17.5B | 266,952,249 | 64 | 318 | 298 | 0.1% |
| Q3 2023 | 829 | $14.5B | 243,156,933 | 68 | 324 | 266 | 0.1% |
| Q2 2023 | 800 | $13.1B | 213,835,502 | 71 | 290 | 253 | 0.1% |
| Q1 2023 | 760 | $11.8B | 212,215,463 | 55 | 296 | 242 | 0.2% |
| Q4 2022 | 759 | $13.0B | 255,328,782 | 93 | 282 | 221 | 0.1% |
| Q3 2022 | 667 | $100.0B | 1,978,937,353 | 50 | 303 | 176 | 0.0% |
| Q2 2022 | 676 | $96.5B | 1,827,002,898 | 54 | 292 | 209 | 0.0% |
| Q1 2022 | 708 | $110.2B | 1,647,203,061 | 64 | 271 | 224 | 0.0% |
| Q4 2021 | 713 | $130.4B | 1,782,331,445 | 70 | 240 | 177 | 0.0% |
| Q3 2021 | 602 | $82.7B | 1,274,954,068 | 50 | 250 | 165 | 0.0% |
| Q2 2021 | 579 | $75.8B | 1,187,949,730 | 59 | 228 | 166 | 0.0% |
| Q1 2021 | 547 | $57.9B | 1,009,294,623 | 40 | 190 | 197 | 0.0% |
| Q4 2020 | 546 | $54.6B | 967,394,235 | 46 | 178 | 157 | 0.1% |
| Q3 2020 | 485 | $56.5B | 1,107,005,944 | 48 | 160 | 184 | 0.1% |
| Q2 2020 | 460 | $57.3B | 1,247,158,434 | 64 | 161 | 166 | 0.0% |
| Q1 2020 | 416 | $45.6B | 1,236,182,246 | 61 | 157 | 141 | 0.0% |
| Q4 2019 | 414 | $45.7B | 1,030,118,728 | 50 | 153 | 95 | 0.0% |
| Q3 2019 | 341 | $32.4B | 775,726,745 | 44 | 152 | 92 | 0.0% |
| Q2 2019 | 325 | $33.1B | 811,345,944 | 44 | 161 | 73 | 0.0% |
| Q1 2019 | 297 | $27.3B | 698,442,465 | 43 | 136 | 71 | 0.0% |
| Q4 2018 | 265 | $5.8B | 178,324,108 | 4 | 9 | 7 | 0.0% |