SPYV institutional holders

SPDR SERIES TRUST · 13F, 2026Q2

Managers holding1,211
Shares held491,282,754
Reported value$29.9bn
Quarter flows104 new, 493 added, 418 trimmed, 73 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Financial Engines Advisors L.L.C.82,942,783$5.0bn9.0%
LPL Financial LLC52,010,628$3.2bn0.7%
GOLDMAN SACHS GROUP INC23,183,404$1.4bn0.1%
Allworth Financial LP18,476,358$1.1bn4.8%
BANK OF AMERICA CORP /DE/17,485,355$1.1bn0.1%
MORGAN STANLEY9,712,590$590.4m0.0%
Valmark Advisers, Inc.9,260,907$563.0m6.0%
AMERIPRISE FINANCIAL INC7,578,412$460.7m0.1%
RAYMOND JAMES FINANCIAL INC6,984,307$424.6m0.1%
JPMORGAN CHASE & CO6,598,736$401.2m0.0%
MANUFACTURERS LIFE INSURANCE COMPANY, THE6,312,030$383.7m0.3%
Willis Johnson & Associates, Inc.6,252,618$380.1m21.2%
UBS Group AG6,096,814$370.6m0.0%
Equitable Holdings, Inc.5,262,630$319.6m1.9%
Advisory Alpha, LLC4,938,446$300.2m7.4%
NorthRock Partners, LLC4,889,672$297.2m4.3%
ROYAL BANK OF CANADA4,880,123$296.7m0.0%
Connecticut Wealth Management, LLC4,665,939$283.6m10.5%
VANTAGEPOINT INVESTMENT ADVISERS LLC4,302,423$261.5m2.0%
ENVESTNET ASSET MANAGEMENT INC4,300,158$261.4m0.1%
Cetera Investment Advisers4,186,310$254.5m0.2%
Dynasty Wealth Management, LLC4,083,530$248.2m1.8%
Quotient Wealth Partners, LLC3,939,693$239.5m5.7%
Cerity Partners LLC3,664,076$222.7m0.3%
AE Wealth Management LLC3,582,797$217.8m1.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SPYV"). SPYV price history · All 13F data

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