SPDR SERIES TRUST - SLY
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | New | 1,630,467 | 137,008 | 0.11% | — | 1 | +1,630,467 | New | Q1 2023 | May 10, 2023 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 685,991 | 57,643 | 0.05% | — | 2 | +685,991 | New | Q1 2023 | May 15, 2023 |
| Mariner, LLC | History | New | 429,200 | 36,066 | 0.1% | — | 3 | +429,200 | New | Q1 2023 | May 15, 2023 |
| MORGAN STANLEY | History | New | 427,571 | 35,928 | 0.0% | — | 4 | +427,571 | New | Q1 2023 | May 15, 2023 |
| Crestwood Advisors Group LLC | History | New | 421,736 | 35,438 | 1.18% | — | 5 | +421,736 | New | Q1 2023 | May 12, 2023 |
| BANK OF AMERICA CORP /DE/ | History | New | 381,975 | 32,097 | 0.0% | — | 6 | +381,975 | New | Q1 2023 | May 12, 2023 |
| Resources Investment Advisors, LLC. | History | New | 334,385 | 28,098 | 0.66% | — | 7 | +334,385 | New | Q1 2023 | May 10, 2023 |
| AMERIPRISE FINANCIAL INC | History | New | 324,448 | 27,263 | 0.01% | — | 8 | +324,448 | New | Q1 2023 | May 22, 2023 |
| DAVENPORT & Co LLC | History | New | 276,746 | 23,254 | 0.18% | — | 9 | +276,746 | New | Q1 2023 | Apr 27, 2023 |
| UBS Group AG | History | New | 255,359 | 21,457 | 0.01% | — | 10 | +255,359 | New | Q1 2023 | May 12, 2023 |
| STATE STREET CORP | History | New | 213,692 | 17,956 | 0.0% | — | 11 | +213,692 | New | Q1 2023 | May 15, 2023 |
| ROYAL BANK OF CANADA | History | New | 208,650 | 17,534 | 0.0% | — | 12 | +208,650 | New | Q1 2023 | May 15, 2023 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 187,506 | 15,756 | 0.01% | — | 13 | +187,506 | New | Q1 2023 | May 11, 2023 |
| WELLS FARGO & COMPANY/MN | History | New | 182,049 | 15,297 | 0.0% | — | 14 | +182,049 | New | Q1 2023 | May 12, 2023 |
| JPMORGAN CHASE & CO | History | New | 168,595 | 14,167 | 0.0% | — | 15 | +168,595 | New | Q1 2023 | May 18, 2023 |
| Banco Santander, S.A. | History | New | 163,710 | 13,756 | 13.01% | — | 16 | +163,710 | New | Q1 2023 | Aug 14, 2023 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 162,735 | 13,674 | 0.03% | — | 17 | +162,735 | New | Q1 2023 | May 11, 2023 |
| CI Private Wealth, LLC | History | New | 157,702 | 13,251 | 0.04% | — | 18 | +157,702 | New | Q1 2023 | May 15, 2023 |
| Private Advisor Group, LLC | History | New | 134,059 | 11,264 | 0.11% | — | 19 | +134,059 | New | Q1 2023 | May 10, 2023 |
| ADVISOR GROUP HOLDINGS, INC. | History | New | 111,835 | 9,395 | 0.02% | — | 20 | +111,835 | New | Q1 2023 | May 12, 2023 |
| Carnegie Capital Asset Management, LLC | History | New | 98,102 | 8,243 | 0.33% | — | 21 | +98,102 | New | Q1 2023 | Apr 20, 2023 |
| TRUIST FINANCIAL CORP | History | New | 79,676 | 6,695 | 0.01% | — | 22 | +79,676 | New | Q1 2023 | May 05, 2023 |
| EP Wealth Advisors, LLC | History | New | 257,194 | 5,701 | 0.1% | — | 23 | +257,194 | New | Q1 2023 | Jun 05, 2023 |
| GOLDMAN SACHS GROUP INC | History | New | 63,839 | 5,364 | 0.0% | — | 24 | +63,839 | New | Q1 2023 | May 14, 2024 |
| D.A. DAVIDSON & CO. | History | New | 56,852 | 4,777 | 0.05% | — | 25 | +56,852 | New | Q1 2023 | Apr 25, 2023 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 56,695 | 4,764 | 0.5% | — | 26 | +56,695 | New | Q1 2023 | May 12, 2023 |
| Bank of New York Mellon Corp | History | New | 47,040 | 3,952 | 0.0% | — | 27 | +47,040 | New | Q1 2023 | May 09, 2023 |
| Merit Financial Group, LLC | History | New | 43,381 | 3,645 | 0.13% | — | 28 | +43,381 | New | Q1 2023 | Apr 24, 2023 |
| HighTower Advisors, LLC | History | New | 40,236 | 3,380 | 0.01% | — | 29 | +40,236 | New | Q1 2023 | May 12, 2023 |
| Baird Financial Group, Inc. | History | New | 39,008 | 3,277 | 0.01% | — | 30 | +39,008 | New | Q1 2023 | May 15, 2023 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 35,522 | 2,984 | 0.0% | — | 31 | +35,522 | New | Q1 2023 | May 15, 2023 |
| STIFEL FINANCIAL CORP | History | New | 29,583 | 2,485 | 0.0% | — | 32 | +29,583 | New | Q1 2023 | May 12, 2023 |
| MML INVESTORS SERVICES, LLC | History | New | 25,069 | 2,107 | 0.01% | — | 33 | +25,069 | New | Q1 2023 | May 12, 2023 |
| Valeo Financial Advisors, LLC | History | New | 20,813 | 1,748 | 0.08% | — | 34 | +20,813 | New | Q1 2023 | Apr 17, 2023 |
| J.W. COLE ADVISORS, INC. | History | New | 19,433 | 1,632 | 0.12% | — | 35 | +19,433 | New | Q1 2023 | May 03, 2023 |
| Equitable Holdings, Inc. | History | New | 19,076 | 1,602 | 0.03% | — | 36 | +19,076 | New | Q1 2023 | May 15, 2023 |
| JANE STREET GROUP, LLC | History | New | 17,544 | 1,474 | 0.0% | — | 37 | +17,544 | New | Q1 2023 | May 16, 2023 |
| IHT Wealth Management, LLC | History | New | 14,594 | 1,226 | 0.07% | — | 38 | +14,594 | New | Q1 2023 | May 15, 2023 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 13,508 | 1,135 | 0.01% | — | 39 | +13,508 | New | Q1 2023 | May 16, 2023 |
| NorthRock Partners, LLC | History | New | 13,450 | 1,130 | 0.12% | — | 40 | +13,450 | New | Q1 2023 | May 04, 2023 |
| CITADEL ADVISORS LLC | History | New | 13,380 | 1,124 | 0.0% | — | 41 | +13,380 | New | Q1 2023 | May 15, 2023 |
| Stratos Wealth Partners, LTD. | History | New | 12,145 | 1,020 | 0.03% | — | 42 | +12,145 | New | Q1 2023 | Apr 27, 2023 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 11,510 | 967 | 0.04% | — | 43 | +11,510 | New | Q1 2023 | May 09, 2023 |
| Cerity Partners LLC | History | New | 10,878 | 911 | 0.0% | — | 44 | +10,878 | New | Q1 2023 | May 11, 2023 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 10,700 | 899 | 0.04% | — | 45 | +10,700 | New | Q1 2023 | May 11, 2023 |
| CreativeOne Wealth, LLC | History | New | 10,638 | 894 | 0.04% | — | 46 | +10,638 | New | Q1 2023 | May 15, 2023 |
| Integrated Wealth Concepts LLC | History | New | 9,924 | 834 | 0.02% | — | 47 | +9,924 | New | Q1 2023 | May 03, 2023 |
| BLAIR WILLIAM & CO/IL | History | New | 9,790 | 822 | 0.0% | — | 48 | +9,790 | New | Q1 2023 | May 12, 2023 |
| Creative Planning | History | New | 9,207 | 773 | 0.0% | — | 49 | +9,207 | New | Q1 2023 | May 15, 2023 |
| FRANKLIN RESOURCES INC | History | New | 8,720 | 732 | 0.0% | — | 50 | +8,720 | New | Q1 2023 | May 12, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 8,539 | 717 | 0.0% | — | 51 | +8,539 | New | Q1 2023 | May 16, 2023 |
| AE Wealth Management LLC | History | New | 7,987 | 671 | 0.0% | — | 52 | +7,987 | New | Q1 2023 | Apr 14, 2023 |
| HARBOUR INVESTMENTS, INC. | History | New | 7,510 | 631 | 0.03% | — | 53 | +7,510 | New | Q1 2023 | May 15, 2023 |
| FIDUCIARY TRUST CO | History | New | 7,337 | 616 | 0.01% | — | 54 | +7,337 | New | Q1 2023 | May 15, 2023 |
| Financial Engines Advisors L.L.C. | History | New | 6,971 | 585 | 0.0% | — | 55 | +6,971 | New | Q1 2023 | May 12, 2023 |
| Allworth Financial LP | History | New | 6,070 | 510 | 0.01% | — | 56 | +6,070 | New | Q1 2023 | Apr 18, 2023 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 5,734 | 481 | 0.0% | — | 57 | +5,734 | New | Q1 2023 | May 15, 2023 |
| CIBC Private Wealth Group, LLC | History | New | 5,229 | 439 | 0.0% | — | 58 | +5,229 | New | Q1 2023 | Nov 21, 2023 |
| WELCH & FORBES LLC | History | New | 5,015 | 421 | 0.01% | — | 59 | +5,015 | New | Q1 2023 | Apr 14, 2023 |
| NewEdge Advisors, LLC | History | New | 5,225 | 413 | 0.01% | — | 60 | +5,225 | New | Q1 2023 | May 12, 2023 |
| Global Retirement Partners, LLC | History | New | 5,157 | 413 | 0.02% | — | 61 | +5,157 | New | Q1 2023 | May 08, 2023 |
| Wealthcare Advisory Partners LLC | History | New | 4,735 | 397 | 0.02% | — | 62 | +4,735 | New | Q1 2023 | May 04, 2023 |
| Apollon Wealth Management, LLC | History | New | 4,406 | 370 | 0.02% | — | 63 | +4,406 | New | Q1 2023 | May 16, 2023 |
| Cetera Investment Advisers | History | New | 4,366 | 366 | 0.0% | — | 64 | +4,366 | New | Q1 2023 | May 15, 2023 |
| Kestra Advisory Services, LLC | History | New | 4,213 | 354 | 0.0% | — | 65 | +4,213 | New | Q1 2023 | May 12, 2023 |
| Caldwell Trust Co | History | New | 4,178 | 351 | 0.05% | — | 66 | +4,178 | New | Q1 2023 | Oct 01, 2025 |
| Sigma Planning Corp | History | New | 4,098 | 344 | 0.01% | — | 67 | +4,098 | New | Q1 2023 | May 08, 2023 |
| NORTHERN TRUST CORP | History | New | 3,925 | 329 | 0.0% | — | 68 | +3,925 | New | Q1 2023 | May 15, 2023 |
| Beacon Pointe Advisors, LLC | History | New | 3,637 | 305 | 0.01% | — | 69 | +3,637 | New | Q1 2023 | May 12, 2023 |
| WHITTIER TRUST CO | History | New | 3,471 | 291 | 0.01% | — | 70 | +3,471 | New | Q1 2023 | Apr 21, 2023 |
| Chicago Partners Investment Group LLC | History | New | 3,463 | 285 | 0.02% | — | 71 | +3,463 | New | Q1 2023 | Apr 26, 2023 |
| FMR LLC | History | New | 3,331 | 279 | 0.0% | — | 72 | +3,331 | New | Q1 2023 | Aug 11, 2023 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 3,245 | 272 | 0.01% | — | 73 | +3,245 | New | Q1 2023 | May 03, 2023 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 2,845 | 239 | 0.0% | — | 74 | +2,845 | New | Q1 2023 | May 15, 2023 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 2,775 | 233 | 0.0% | — | 75 | +2,775 | New | Q1 2023 | May 15, 2023 |
| Mutual Advisors, LLC | History | New | 2,719 | 228 | 0.01% | — | 76 | +2,719 | New | Q1 2023 | Apr 11, 2023 |
| MGO ONE SEVEN LLC | History | New | 2,693 | 226 | 0.01% | — | 77 | +2,693 | New | Q1 2023 | May 08, 2023 |
| CITIGROUP INC | History | New | 2,612 | 219 | 0.0% | — | 78 | +2,612 | New | Q1 2023 | May 11, 2023 |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | History | New | 2,472 | 207 | 0.0% | — | 79 | +2,472 | New | Q1 2023 | Aug 15, 2023 |
| IFP Advisors, Inc | History | New | 1,085 | 156 | 0.01% | — | 80 | +1,085 | New | Q1 2023 | Apr 18, 2023 |
| ASSETMARK, INC | History | New | 1,765 | 148 | 0.0% | — | 81 | +1,765 | New | Q1 2023 | May 05, 2023 |
| US BANCORP \DE\ | History | New | 1,088 | 91 | 0.0% | — | 82 | +1,088 | New | Q1 2023 | May 09, 2023 |
| Steward Partners Investment Advisory, LLC | History | New | 1,081 | 90 | 0.0% | — | 83 | +1,081 | New | Q1 2023 | May 15, 2023 |
| Geneos Wealth Management Inc. | History | New | 952 | 79 | 0.0% | — | 84 | +952 | New | Q1 2023 | Apr 25, 2023 |
| FIRST MANHATTAN CO. LLC. | History | New | 930 | 78 | 0.0% | — | 85 | +930 | New | Q1 2023 | May 15, 2023 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 715 | 60 | 0.0% | — | 86 | +715 | New | Q1 2023 | Apr 21, 2023 |
| CULLEN/FROST BANKERS, INC. | History | New | 600 | 50 | 0.0% | — | 87 | +600 | New | Q1 2023 | May 05, 2023 |
| Advisory Services Network, LLC | History | New | 563 | 47 | 0.0% | — | 88 | +563 | New | Q1 2023 | May 17, 2023 |
| HUNTINGTON NATIONAL BANK | History | New | 510 | 42 | 0.0% | — | 89 | +510 | New | Q1 2023 | May 10, 2023 |
| Tower Research Capital LLC (TRC) | History | New | 396 | 33 | 0.0% | — | 90 | +396 | New | Q1 2023 | May 09, 2023 |
| Ancora Advisors, LLC | History | New | 264 | 22 | 0.0% | — | 91 | +264 | New | Q1 2023 | May 16, 2023 |
| Aptus Capital Advisors, LLC | History | New | 249 | 20 | 0.0% | — | 92 | +249 | New | Q1 2023 | May 09, 2023 |
| Parallel Advisors, LLC | History | New | 207 | 17 | 0.0% | — | 93 | +207 | New | Q1 2023 | May 20, 2024 |
| MASSMUTUAL TRUST CO FSB/ADV | History | New | 165 | 13 | 0.0% | — | 94 | +165 | New | Q1 2023 | Apr 11, 2023 |
| Farther Finance Advisors, LLC | History | New | 54 | 4 | 0.0% | — | 95 | +54 | New | Q1 2023 | May 14, 2024 |
| BANK OF MONTREAL /CAN/ | History | New | 20 | 1 | 0.0% | — | 96 | +20 | New | Q1 2023 | Jun 13, 2024 |
| Ronald Blue Trust, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2023 | Apr 17, 2023 |