Who Owns SPDR SERIES TRUST (SPYD)? -- Institutional Holders (2026-06-30)
254 institutions reported holding $521.3M of SPDR SERIES TRUST (SPYD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Auto-Owners Insurance Co ($97.8M), SBI Securities Co., Ltd. ($68.6M), ENVESTNET ASSET MANAGEMENT INC ($37.7M), COMMONWEALTH EQUITY SERVICES, LLC ($27.8M), Total Clarity Wealth Management, Inc. ($13.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Auto-Owners Insurance Co | $97.8M | 2.0M | Trimmed |
| 2 | SBI Securities Co., Ltd. | $68.6M | 1.4M | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $37.7M | 790,973 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $27.8M | 581,680 | Added |
| 5 | Total Clarity Wealth Management, Inc. | $13.0M | 273,088 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $12.3M | 258,056 | Added |
| 7 | TRUIST FINANCIAL CORP | $10.1M | 210,836 | Trimmed |
| 8 | SWS Partners | $9.9M | 207,359 | Trimmed |
| 9 | Keystone Financial Planning, Inc. | $9.4M | 197,430 | Added |
| 10 | FIRST HAWAIIAN BANK | $9.3M | 195,322 | Hold |
| 11 | Mesirow Financial Investment Management, Inc. | $8.0M | 167,993 | Added |
| 12 | Waterloo Capital, L.P. | $7.8M | 163,735 | Added |
| 13 | Daiwa Securities Group Inc. | $7.7M | 162,306 | Hold |
| 14 | CGN Advisors LLC | $6.0M | 125,264 | Trimmed |
| 15 | AE Wealth Management LLC | $5.9M | 123,255 | Added |
| 16 | Venture Visionary Partners LLC | $5.7M | 119,017 | Trimmed |
| 17 | Phoenix Wealth Advisors | $5.2M | 108,866 | Added |
| 18 | BIP Wealth, LLC | $5.1M | 107,943 | Trimmed |
| 19 | D.A. DAVIDSON & CO. | $4.7M | 99,113 | Added |
| 20 | Private Advisor Group, LLC | $4.6M | 96,404 | Added |
| 21 | WealthPlan Investment Management, LLC | $3.8M | 79,795 | Trimmed |
| 22 | Heartwood Wealth Advisors LLC | $3.8M | 78,776 | Added |
| 23 | Ashton Thomas Private Wealth, LLC | $3.7M | 78,170 | Trimmed |
| 24 | Avior Wealth Management, LLC | $3.5M | 74,387 | New |
| 25 | Independent Wealth Network Inc. | $3.4M | 72,228 | Added |
Source: SEC Form 13F filings · as of 2026-06-30