1,227 institutions reported holding $26.74B of SPDR SERIES TRUST STATE STREET SPD (SPYV) in SEC 13F filings for 2026-03-31. Largest institutional holders: Financial Engines Advisors L.L.C. ($4.61B), LPL Financial LLC ($2.91B), GOLDMAN SACHS GROUP INC ($1.29B), Allworth Financial LP ($1.12B), MORGAN STANLEY ($530.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $4.61B | 81.4M | Trimmed |
| 2 | LPL Financial LLC | $2.91B | 51.5M | Added |
| 3 | GOLDMAN SACHS GROUP INC | $1.29B | 22.8M | Added |
| 4 | Allworth Financial LP | $1.12B | 19.8M | Added |
| 5 | MORGAN STANLEY | $530.4M | 9.4M | Trimmed |
| 6 | Valmark Advisers, Inc. | $509.0M | 9.0M | Added |
| 7 | AMERIPRISE FINANCIAL INC | $414.3M | 7.3M | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $409.4M | 7.2M | Trimmed |
| 9 | JPMORGAN CHASE & CO | $384.2M | 6.9M | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $362.6M | 6.4M | Added |
| 11 | UBS Group AG | $348.3M | 6.2M | Trimmed |
| 12 | Willis Johnson & Associates, Inc. | $343.3M | 6.1M | Added |
| 13 | Horizon Investments, LLC | $301.7M | 5.3M | Added |
| 14 | Advisory Alpha, LLC | $279.8M | 4.9M | Trimmed |
| 15 | Equitable Holdings, Inc. | $278.3M | 4.9M | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $271.7M | 4.8M | Added |
| 17 | NorthRock Partners, LLC | $259.5M | 4.6M | Added |
| 18 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $244.8M | 4.3M | Trimmed |
| 19 | Royal Bank of Canada | $243.2M | 4.3M | Trimmed |
| 20 | Connecticut Wealth Management, LLC | $243.0M | 4.3M | Added |
| 21 | Cetera Investment Advisers | $238.0M | 4.2M | Added |
| 22 | CWM, LLC | $235.5M | 4.2M | Added |
| 23 | Dynasty Wealth Management, LLC | $224.7M | 4.0M | Added |
| 24 | Quotient Wealth Partners, LLC | $217.3M | 3.8M | Added |
| 25 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $210.2M | 3.7M | New |
Source: SEC Form 13F filings · as of 2026-03-31