Who Owns SPDR SERIES TRUST (SPHY)? -- Institutional Holders (2026-06-30)

292 institutions reported holding $1.66B of SPDR SERIES TRUST (SPHY) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($163.7M), Ocean Park Asset Management, LLC ($142.5M), Asset Management One Co., Ltd. ($123.1M), Cambridge Investment Research Advisors, Inc. ($70.1M), CONNING INC. ($63.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$163.7M7.0MAdded
2Ocean Park Asset Management, LLC$142.5M6.1MNew
3Asset Management One Co., Ltd.$123.1M5.3MAdded
4Cambridge Investment Research Advisors, Inc.$70.1M3.0MAdded
5CONNING INC.$63.9M2.7MAdded
6EXCHANGE TRADED CONCEPTS, LLC$57.8M2.5MAdded
7BENJAMIN EDWARDS INC$47.9M2.0MAdded
8Apella Capital, LLC$42.1M1.8MAdded
9iA Global Asset Management Inc.$38.6M1.6MAdded
10CORNERSTONE ENTERPRISES, LLC$38.5M1.6MTrimmed
11State of New Jersey Common Pension Fund D$36.7M1.6MHold
12ASSETMARK, INC$35.5M1.5MAdded
13Iowa State Bank$33.6M1.4MAdded
14DIVERSIFY WEALTH MANAGEMENT, LLC$31.9M1.4MAdded
15TRUIST FINANCIAL CORP$31.8M1.4MAdded
16Kohmann Bosshard Financial Services, LLC$29.3M1.3MAdded
17RFG Holdings, Inc.$23.8M1.0MAdded
18AlphaStar Capital Management, LLC$21.3M907,253Added
19Asset Allocation & Management Company, LLC$18.9M804,501Hold
20CHRISTINE MESSMER PC$18.3M780,662Added
21Smith Salley Wealth Management$16.8M715,925Added
22Financial Futures Ltd Liability Co.$16.0M681,170Added
23MGO ONE SEVEN LLC$14.9M634,522Added
24Farther Finance Advisors, LLC$14.9M633,578Added
25Kestra Advisory Services, LLC$14.1M599,927Added

Source: SEC Form 13F filings · as of 2026-06-30