Who Owns SPDR SERIES TRUST (SLYV)? -- Institutional Holders (2026-03-31)
623 institutions reported holding $2.67B of SPDR SERIES TRUST (SLYV) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($489.1M), Financial Engines Advisors L.L.C. ($102.5M), BANK OF AMERICA CORP /DE/ ($98.8M), Cannon Financial Strategists, Inc. ($95.3M), NorthRock Partners, LLC ($75.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $489.1M | 5.2M | Trimmed |
| 2 | Financial Engines Advisors L.L.C. | $102.5M | 1.1M | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $98.8M | 1.0M | Trimmed |
| 4 | Cannon Financial Strategists, Inc. | $95.3M | 1.0M | Added |
| 5 | NorthRock Partners, LLC | $75.5M | 797,912 | Added |
| 6 | Goelzer Investment Management, Inc. | $74.8M | 791,132 | Trimmed |
| 7 | AMERIPRISE FINANCIAL INC | $56.5M | 596,186 | Trimmed |
| 8 | MORGAN STANLEY | $52.6M | 556,444 | Added |
| 9 | WCG Wealth Advisors LLC | $36.0M | 380,646 | Added |
| 10 | Creative Planning | $33.6M | 354,764 | Trimmed |
| 11 | Rodgers & Associates, LTD | $30.6M | 323,904 | Trimmed |
| 12 | Fragasso Financial Advisors Inc | $29.6M | 310,080 | Trimmed |
| 13 | Dean, Jacobson Financial Services, LLC | $27.5M | 290,705 | Added |
| 14 | Equitable Holdings, Inc. | $27.3M | 300,150 | Trimmed |
| 15 | Cerity Partners LLC | $27.1M | 286,054 | Trimmed |
| 16 | BRANDYWINE OAK PRIVATE WEALTH LLC | $26.9M | 284,817 | Trimmed |
| 17 | Klingman & Associates, LLC | $26.6M | 281,041 | Trimmed |
| 18 | Evensky & Katz LLC | $25.2M | 266,705 | Trimmed |
| 19 | WELLS FARGO & COMPANY/MN | $24.7M | 261,675 | Added |
| 20 | Focus Partners Wealth | $24.4M | 257,619 | Trimmed |
| 21 | Morningstar Investment Management LLC | $24.2M | 255,802 | Trimmed |
| 22 | American Financial Advisors, LLC | $23.6M | 249,707 | Trimmed |
| 23 | Waverly Advisors, LLC | $22.3M | 235,509 | Added |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $21.8M | 230,860 | Added |
| 25 | OSAIC HOLDINGS, INC. | $21.5M | 227,746 | Added |
Source: SEC Form 13F filings · as of 2026-03-31