Who Owns SPDR SERIES TRUST (SDY)? -- Institutional Holders (2026-03-31)
1,281 institutions reported holding $9.29B of SPDR SERIES TRUST (SDY) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($1.07B), MORGAN STANLEY ($707.8M), RAYMOND JAMES FINANCIAL INC ($446.5M), LPL Financial LLC ($437.5M), Joel Isaacson & Co., LLC ($415.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $1.07B | 7.3M | Added |
| 2 | MORGAN STANLEY | $707.8M | 4.8M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $446.5M | 3.1M | Trimmed |
| 4 | LPL Financial LLC | $437.5M | 3.0M | Trimmed |
| 5 | Joel Isaacson & Co., LLC | $415.5M | 2.8M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $321.0M | 2.2M | Added |
| 7 | Royal Bank of Canada | $295.0M | 2.0M | Trimmed |
| 8 | UBS Group AG | $244.3M | 1.7M | Trimmed |
| 9 | JPMORGAN CHASE & CO | $202.2M | 1.4M | Trimmed |
| 10 | AMERIPRISE FINANCIAL INC | $196.8M | 1.3M | Trimmed |
| 11 | Richard Bernstein Advisors LLC | $166.3M | 1.1M | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $161.0M | 1.1M | Added |
| 13 | MAI Capital Management | $144.8M | 992,290 | Added |
| 14 | Bank of New York Mellon Corp | $135.8M | 930,325 | Trimmed |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $130.6M | 894,629 | Trimmed |
| 16 | Pathstone Holdings, LLC | $114.2M | 782,740 | Added |
| 17 | Cetera Investment Advisers | $108.4M | 742,602 | Trimmed |
| 18 | TRUIST FINANCIAL CORP | $103.6M | 709,668 | Trimmed |
| 19 | Destination Wealth Management | $91.9M | 629,425 | Trimmed |
| 20 | Janney Montgomery Scott LLC | $83.6M | 572,599 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $75.1M | 514,315 | Added |
| 22 | Capital Investment Advisors, LLC | $72.2M | 495,043 | Trimmed |
| 23 | JONES FINANCIAL COMPANIES LLLP | $70.3M | 486,196 | Added |
| 24 | HighTower Advisors, LLC | $69.9M | 479,126 | Trimmed |
| 25 | STIFEL FINANCIAL CORP | $68.0M | 465,864 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31