Vault-13

SPDR SER TR HYMB

NUVEEN BLOOMBERG · ETP · CUSIP 78464A284

239 institutional holders
23,873,80823.9m shares reported held*
$1.1bnreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($48.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $48.00. Options: 3 managers hold calls ($1.3m notional), 2 hold puts ($1.5m).

Biggest calls

CITADEL ADVISORS LLC — $800.0k16.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP — $470.0k9.8k shares
Paladin Advisory Group, LLC — $19.0k398 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP — $1.1m22.3k shares
CITADEL ADVISORS LLC — $403.0k8.4k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FMR LLC 13G · institution +6.5 pts · filed 2026-09-08 12.0% +6.5 pts 16.7m≈ $425.1m 2026-09-08

Holders, Q3 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.01% of their portfolio BOSTON, MA 2,770,6342.8m $132.8m $132.8m 0.01% —
2 RAYMOND JAMES & ASSOCIATES 0.10% of their portfolio ST PETERSBURG, FL 2,161,3892.2m $103.6m $103.6m 0.10% —
3 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 1,781,7641.8m $85.4m $85.4m 0.02% —
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,731,4101.7m $83.0m $83.0m 0.01% —
5 SEI INVESTMENTS CO 0.18% of their portfolio OAKS, PA 1,693,2201.7m $81.1m $81.1m 0.18% —
6 Private Ocean, LLC 9.55% of their portfolio SAN RAFAEL, CA 1,266,2581.3m $60.7m $60.7m 9.55% —
7 Avantax Planning Partners, Inc. 2.43% of their portfolio DUBUQUE, IA 1,125,4871.1m $53.9m $53.9m 2.43% —
8 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,062,1921.1m $50.9m $50.9m 0.03% —
9 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.28% of their portfolio IRVING, TX 994,912994.9k $47.7m $47.7m 0.28% —
10 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 713,979714.0k $34.2m $34.2m 0.03% —
11 Pinnacle Wealth Planning Services, Inc. 5.32% of their portfolio MANSFIELD, OH 600,000600.0k $28.8m $28.8m 5.32% —
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 532,034532.0k $25.5m $25.5m 0.00% —
13 Stratos Wealth Partners, LTD. 0.71% of their portfolio BEACHWOOD, OH 527,462527.5k $25.3m $25.3m 0.71% —
14 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 432,632432.6k $20.7m $20.7m 0.01% —
15 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 316,270316.3k $15.1m $15.1m 0.01% —
16 1900 WEALTH MANAGEMENT LLC 1.68% of their portfolio SAN ANTONIO, TX 299,872299.9k $14.4m $14.4m 1.68% —
17 Pallas Capital Advisors LLC 1.54% of their portfolio BRAINTREE, MA 293,510293.5k $13.8m $13.8m 1.54% —
18 Parcion Private Wealth LLC 1.34% of their portfolio BELLEVUE, WA 247,004247.0k $11.8m $11.8m 1.34% —
19 Blue Chip Partners, LLC 1.52% of their portfolio FARMINGTON HILLS, MI 231,926231.9k $11.1m $11.1m 1.52% —
20 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 226,591226.6k $10.9m $10.9m 0.02% —
21 Avidian Wealth Enterprises, LLC 0.74% of their portfolio Houston, TX 213,957214.0k $10.3m $10.3m 0.74% —
22 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 208,013208.0k $10.0m $10.0m 0.02% —
23 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 204,851204.9k $9.8m $9.8m 0.00% —
24 Parkside Investments, LLC 1.99% of their portfolio DEERFIELD, IL 193,028193.0k $9.2m $9.2m 1.99% —
25 MERCER GLOBAL ADVISORS INC /ADV 0.05% of their portfolio DENVER, CO 187,262187.3k $9.0m $9.0m 0.05% —
26 Revolve Wealth Partners, LLC 2.95% of their portfolio Hackensack, NJ 184,372184.4k $8.8m $8.8m 2.95% —
27 CONDOR CAPITAL MANAGEMENT 1.06% of their portfolio MARTINSVILLE, NJ 170,703170.7k $8.2m $8.2m 1.06% —
28 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.42% of their portfolio Seattle, WA 165,543165.5k $7.9m $7.9m 0.42% —
29 UBS Group AG 0.00% of their portfolio ZURICH, V8 160,133160.1k $7.7m $7.7m 0.00% —
30 CX Institutional 0.43% of their portfolio AUBURN, IN 129,007129.0k $6.2m $6.2m 0.43% —
31 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 115,091115.1k $5.5m $5.5m 0.01% —
32 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 102,813102.8k $4.9m $4.9m 0.01% —
33 Sargent Bickham Lagudis LLC 0.38% of their portfolio Boulder, CO 89,60189.6k $4.3m $4.3m 0.38% —
34 RFG Advisory, LLC 0.23% of their portfolio BIRMINGHAM, AL 84,76484.8k $4.0m $4.0m 0.23% —
35 RIVERSEDGE ADVISORS, LLC 1.44% of their portfolio Wilmington, DE 83,01483.0k $4.0m $4.0m 1.44% —
36 CAPE COD FIVE CENTS SAVINGS BANK 0.46% of their portfolio HYANNIS, MA 80,86880.9k $3.9m $3.9m 0.46% —
37 Mariner, LLC 0.01% of their portfolio Overland Park, KS 74,91474.9k $3.6m $3.6m 0.01% —
38 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.06% of their portfolio ST. LOUIS, MO 74,65674.7k $3.6m $3.6m 0.06% —
39 Erickson Financial Group, LLC 3.76% of their portfolio ALLENTOWN, PA 70,53470.5k $3.4m $3.4m 3.76% —
40 Orcam Financial Group 5.62% of their portfolio ENCINITAS, CA 69,07269.1k $3.3m $3.3m 5.62% —
41 IFP Advisors, Inc 0.10% of their portfolio TAMPA, FL 68,99369.0k $3.9m $3.9m 0.10% —
42 Integrated Wealth Concepts LLC 0.11% of their portfolio WALTHAM, MA 68,76668.8k $3.3m $3.3m 0.11% —
43 Collaborative Wealth Managment Inc. 2.26% of their portfolio LAKE MARY, FL 66,69366.7k $3.2m $3.2m 2.26% —
44 Running Point Capital Advisors, LLC 2.11% of their portfolio EL SEGUNDO, CA 66,56766.6k $3.2m $3.2m 2.11% —
45 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 60,08760.1k $2.9m $2.9m 0.01% —
46 WCG Wealth Advisors LLC 0.37% of their portfolio LAS VEGAS, NV 59,15859.2k $2.8m $2.8m 0.37% —
47 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 57,78857.8k $2.8m $2.8m 0.04% —
48 M&T Bank Corp 0.01% of their portfolio BUFFALO, NY 57,75057.8k $2.8m $2.8m 0.01% —
49 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 56,00156.0k $2.7m $2.7m 0.01% —
50 Tortoise Investment Management, LLC 0.50% of their portfolio WHITE PLAINS, NY 54,12054.1k $2.6m $2.6m 0.50% —
51 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 54,08354.1k $2.6m $2.6m 0.01% —
52 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 52,71352.7k $2.5m $2.5m 0.00% —
53 Performance Wealth Partners, LLC 0.15% of their portfolio HINSDALE, IL 52,59552.6k $2.5m $2.5m 0.15% —
54 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 52,59152.6k $2.5m $2.5m 0.03% —
55 Thrive Wealth Management, LLC 0.87% of their portfolio AUDUBON, PA 51,76751.8k $2.5m $2.5m 0.87% —
56 Bragg Financial Advisors, Inc 0.17% of their portfolio CHARLOTTE, NC 51,03651.0k $2.4m $2.4m 0.17% —
57 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 50,53350.5k $2.4m $2.4m 0.02% —
58 Dubuque Bank & Trust Co 0.31% of their portfolio Dubuque, IA 46,97547.0k $2.3m $2.3m 0.31% —
59 McAdam, LLC 0.24% of their portfolio Philadelphia, PA 45,85645.9k $2.2m $2.2m 0.24% —
60 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 45,30745.3k $2.2m $2.2m 0.01% —
61 Melone Private Wealth, LLC 1.86% of their portfolio AUBURN HILLS, MI 43,71943.7k $2.1m $2.1m 1.86% —
62 Elequin Capital, LP 0.78% of their portfolio NEW YORK, NY 43,61943.6k $2.1m $2.1m 0.78% —
63 James J. Burns & Company, LLC 0.92% of their portfolio MELVILLE, NY 43,29943.3k $2.1m $2.1m 0.92% —
64 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 40,17140.2k $1.9m $1.9m 0.00% —
65 CGN Advisors LLC 0.46% of their portfolio MANHATTAN, KS 38,60538.6k $1.9m $1.9m 0.46% —
66 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 37,71037.7k $1.8m $1.8m 0.01% —
67 MATHER GROUP, LLC. 0.04% of their portfolio CHICAGO, IL 37,63737.6k $1.8m $1.8m 0.04% —
68 Fluent Financial, LLC 0.99% of their portfolio DALLAS, TX 37,51637.5k $1.8m $1.8m 0.99% —
69 Roberts Financial Services LLC 0.50% of their portfolio MARQUETTE, MI 37,36037.4k $1.8m $1.8m 0.50% —
70 Veery Capital, LLC 1.12% of their portfolio Wilmington, DE 36,63636.6k $1.8m $1.8m 1.12% —
71 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 33,76933.8k $1.6m $1.6m 0.00% —
72 BENJAMIN F. EDWARDS & COMPANY, INC. 0.08% of their portfolio ST. LOUIS, MO 33,56333.6k $1.6m $1.6m 0.08% —
73 SUMMIT WEALTH & RETIREMENT PLANNING, INC. 0.64% of their portfolio EAGLE, ID 33,32533.3k $1.6m $1.6m 0.64% —
74 MBL Wealth, LLC 0.34% of their portfolio CHARLOTTE, NC 32,57032.6k $1.6m $1.6m 0.34% —
75 SVB WEALTH LLC 0.02% of their portfolio BOSTON, MA 31,62831.6k $1.5m $1.5m 0.02% —
76 OneDigital Investment Advisors LLC 0.06% of their portfolio OVERLAND PARK, KS 31,21831.2k $1.5m $1.5m 0.06% —
77 Harbor Group, Inc. 1.08% of their portfolio BEDFORD, NH 31,11831.1k $1.5m $1.5m 1.08% —
78 KWMG, LLC 0.23% of their portfolio OVERLAND PARK, KS 31,11531.1k $1.5m $1.5m 0.23% —
79 CONNING INC. 0.05% of their portfolio HARTFORD, CT 30,00030.0k $1.4m $1.4m 0.05% —
80 VICUS CAPITAL 0.16% of their portfolio STATE COLLEGE, PA 29,13729.1k $1.4m $1.4m 0.16% —
81 AFT, FORSYTH & COMPANY, INC. 1.24% of their portfolio JUPITER, FL 28,87528.9k $1.4m $1.4m 1.24% —
82 Tennessee Valley Asset Management Partners 0.52% of their portfolio KNOXVILLE, TN 27,52127.5k $1.3m $1.3m 0.52% —
83 Beta Wealth Group, Inc. 0.94% of their portfolio SAN DIEGO, CA 27,20727.2k $1.3m $1.3m 0.94% —
84 USAdvisors Wealth Management, LLC 0.39% of their portfolio EDEN PRAIRIE, MN 26,79226.8k $754.0k $754.0k 0.39% —
85 World Investment Advisors 0.29% of their portfolio LINCROFT, NJ 25,41925.4k $1.2m $1.2m 0.29% —
86 Chemistry Wealth Management LLC 0.48% of their portfolio NEW YORK, NY 25,19225.2k $1.2m $1.2m 0.48% —
87 COLONY GROUP LLC 0.02% of their portfolio Boston, MA 25,16025.2k $1.2m $1.2m 0.02% —
88 Apollon Wealth Management, LLC 0.09% of their portfolio MOUNT PLEASANT, SC 23,54223.5k $1.1m $1.1m 0.09% —
89 Wedmont Private Capital 0.22% of their portfolio WEST CHESTER, PA 22,84422.8k $1.1m $1.1m 0.22% —
90 Keystone Financial Group 0.22% of their portfolio LEXINGTON, KY 22,77522.8k $1.1m $1.1m 0.22% —
91 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 22,59822.6k $1.1m $1.1m 0.02% —
92 RAYMOND JAMES TRUST N.A. 0.04% of their portfolio ST. PETERSBURG, FL 22,45622.5k $1.1m $1.1m 0.04% —
93 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 21,79221.8k $1.0m $1.0m 0.02% —
94 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 21,03321.0k $1.0m $1.0m 0.01% —
95 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 20,65820.7k $990.0k $990.0k 0.01% —
96 Financial Connections Group, Inc. 0.83% of their portfolio CORTE MADERA, CA 20,64720.6k $989.0k $989.0k 0.83% —
97 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 20,08720.1k $963.0k $963.0k 0.00% —
98 INTEGRAL INVESTMENT ADVISORS, INC. 0.78% of their portfolio TURLOCK, CA 19,82919.8k $950.0k $950.0k 0.78% —
99 QP WEALTH MANAGEMENT, LLC 1.33% of their portfolio BOCA RATON, FL 19,23119.2k $924.0k $924.0k 1.33% —
100 Laurel Wealth Advisors, Inc. 0.10% of their portfolio SOLANA BEACH, CA 18,69818.7k $896.0k $896.0k 0.10% —