SPDR SERIES TRUST - HYMB

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$2.152B

QoQ value delta ($000)

+$118.6M (+5.83%)

Implied price effect (QoQ)

-0.53%

Total shares

86,356,699

QoQ shares delta

+5,192,337 (+6.4%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 2 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
SEI INVESTMENTS CO	175,204	7,025,060	0.17%
BANK OF AMERICA CORP /DE/	169,839	6,809,918	0.01%
RAYMOND JAMES FINANCIAL INC	163,052	6,537,778	0.05%
GOLDMAN SACHS GROUP INC	159,751	6,405,435	0.02%
WELLS FARGO & COMPANY/MN	141,935	5,691,092	0.03%
FMR LLC	118,226	4,740,456	0.01%
LPL Financial LLC	79,942	3,205,405	0.02%
MORGAN STANLEY	65,048	2,608,179	0.0%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	57,399	2,301,510	0.87%
GRIMES & Co WEALTH MANAGEMENT, LLC	53,440	2,142,746	1.28%
Avantax Planning Partners, Inc.	41,460	1,662,419	1.16%
MERCER GLOBAL ADVISORS INC /ADV	39,615	1,588,419	0.06%
AMERIPRISE FINANCIAL INC	39,418	1,580,873	0.01%
WCG Wealth Advisors LLC	36,145	1,449,293	1.01%
Cercano Management LLC	34,612	1,387,825	1.31%
UBS Group AG	28,659	1,149,127	0.0%
Bank of New York Mellon Corp	27,644	1,108,434	0.0%
Revolve Wealth Partners, LLC	26,503	1,062,705	3.12%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	24,231	971,586	0.15%
HighTower Advisors, LLC	19,342	775,551	0.02%
ENVESTNET ASSET MANAGEMENT INC	17,976	720,791	0.01%
Jordan Park Group LLC	16,962	680,126	0.98%
Capital Asset Advisory Services LLC	16,071	642,347	0.65%
AXXCESS WEALTH MANAGEMENT, LLC	15,731	630,786	0.27%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	14,597	585,312	0.26%