Who Owns SPDR SERIES TRUST (SPHY)? -- Institutional Holders (2026-03-31)

583 institutions reported holding $6.48B of SPDR SERIES TRUST (SPHY) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($664.7M), Ilmarinen Mutual Pension Insurance Co ($476.9M), SEI INVESTMENTS CO ($462.5M), WELLS FARGO & COMPANY/MN ($249.7M), NEUBERGER BERMAN GROUP LLC ($224.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$664.7M28.5MTrimmed
2Ilmarinen Mutual Pension Insurance Co$476.9M20.4MTrimmed
3SEI INVESTMENTS CO$462.5M19.8MAdded
4WELLS FARGO & COMPANY/MN$249.7M10.7MTrimmed
5NEUBERGER BERMAN GROUP LLC$224.3M9.6MAdded
6LPL Financial LLC$216.9M9.3MAdded
7AMERIPRISE FINANCIAL INC$207.4M8.9MAdded
8Municipal Employees' Retirement System of Michigan$191.0M8.2MAdded
9VANTAGEPOINT INVESTMENT ADVISERS LLC$177.5M7.6MAdded
10US BANCORP \DE\$159.3M6.7MAdded
11Elo Mutual Pension Insurance Co$138.8M6.0MAdded
12MORGAN STANLEY$138.1M5.9MAdded
13ENVESTNET ASSET MANAGEMENT INC$118.4M5.1MAdded
14Advisory Alpha, LLC$110.9M4.8MAdded
15Creative Planning$110.5M4.7MAdded
16Asset Management One Co., Ltd.$103.2M4.4MAdded
17Ocean Park Asset Management, LLC$92.5M4.0MAdded
181832 Asset Management L.P.$83.9M3.6MAdded
19Cetera Investment Advisers$82.9M3.6MAdded
20Advisors Capital Management, LLC$77.7M3.3MAdded
21MML INVESTORS SERVICES, LLC$75.2M3.2MTrimmed
22Kensington Asset Management, LLC$73.0M3.1MTrimmed
23AMERICAN CENTURY COMPANIES INC$62.6M2.7MTrimmed
24Capital Analysts, LLC$55.6M2.4MAdded
2549 WEALTH MANAGEMENT, LLC$51.2M2.2MAdded

Source: SEC Form 13F filings · as of 2026-03-31