Vault-13

SPDR SER TR HYMB

NUVEEN BLOOMBERG · ETP · CUSIP 78464A284

393 institutional holders +4 vs Q1 2025
82,483,17882.5m shares reported held*
$2.0bnreported value*
43 new 136 added 150 reduced 40 sold out net sold ≈ $55.4m (-2.2m shares)

* 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 ($1.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $24.79. Options: 2 managers hold calls ($47.6m notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 239Q4 22: 275Q1 23: 275Q2 23: 278Q3 23: 283Q4 23: 335Q1 24: 353Q2 24: 353Q3 24: 361Q4 24: 397Q1 25: 389Q2 25: 393393Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022239
Q4 2022275
Q1 2023275
Q2 2023278
Q3 2023283
Q4 2023335
Q1 2024353
Q2 2024353
Q3 2024361
Q4 2024397
Q1 2025389
Q2 2025393

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 23: 152 bought or addedQ3 23: 118 cut or sold outQ4 23: 182 bought or addedQ4 23: 117 cut or sold outQ4 23Q1 24: 168 bought or addedQ1 24: 158 cut or sold outQ2 24: 181 bought or addedQ2 24: 147 cut or sold outQ2 24Q3 24: 199 bought or addedQ3 24: 136 cut or sold outQ4 24: 203 bought or addedQ4 24: 131 cut or sold outQ4 24Q1 25: 193 bought or addedQ1 25: 171 cut or sold outQ2 25: 179 bought or addedQ2 25: 190 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023152118
Q4 2023182117
Q1 2024168158
Q2 2024181147
Q3 2024199136
Q4 2024203131
Q1 2025193171
Q2 2025179190

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20m$40m$60mQ3 24 calls: $10.5kQ3 24 puts: $233.8kQ3 24P/C 22.25Q4 24 calls: $245.6kQ4 24 puts: $79.3kQ4 24P/C 0.32Q1 25 calls: $965.9kQ1 25 puts: $1.1mQ1 25P/C 1.12Q2 25 calls: $47.6mQ2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$10.5k$233.8k22.25
Q4 2024$245.6k$79.3k0.32
Q1 2025$965.9k$1.1m1.12
Q2 2025$47.6m$00.00

Biggest buyers

GRIMES & Co WEALTH MANAGEMENT, LLC Added +2,255,760+2.3m
SEI INVESTMENTS CO Added +1,364,600+1.4m
Avantax Planning Partners, Inc. Added +484,723+484.7k
RAYMOND JAMES FINANCIAL INC Added +422,923+422.9k
ROYAL BANK OF CANADA Added +325,634+325.6k
Perigon Wealth Management, LLC Added +262,594+262.6k
OneDigital Investment Advisors LLC Added +261,848+261.8k
BANK OF AMERICA CORP /DE/ Added +249,959+250.0k
HighTower Advisors, LLC Added +225,431+225.4k
GOLDMAN SACHS GROUP INC Added +207,619+207.6k

Biggest sellers

FMR LLC Reduced -4,810,527-4.8m
JANE STREET GROUP, LLC Reduced -524,651-524.7k
MATHER GROUP, LLC. Reduced -508,157-508.2k
Meeder Advisory Services, Inc. Sold out -439,406-439.4k
Tradewinds Capital Management, LLC Reduced -398,448-398.4k
Sanctuary Advisors, LLC Reduced -286,687-286.7k
JPMORGAN CHASE & CO Reduced -239,471-239.5k
Steward Partners Investment Advisory, LLC Reduced -237,618-237.6k
Betterment LLC Reduced -193,076-193.1k
STIFEL FINANCIAL CORP Reduced -152,605-152.6k

Biggest calls

Oribel Capital Management, LP New $46.9m608.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $773.1k31.2k shares

Biggest puts

None

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SEI INVESTMENTS CO 0.19% of their portfolio OAKS, PA 6,695,2106.7m $165.9m $165.9m 0.19% Added +1.4m +1,364,600
2 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 6,157,5696.2m $152.6m $152.6m 0.05% Added +422.9k +422,923
3 FMR LLC 0.01% of their portfolio BOSTON, MA 5,449,5365.4m $135.0m $135.0m 0.01% Reduced -4.8m -4,810,527
4 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 5,181,8225.2m $128.4m $128.4m 0.02% Added +207.6k +207,619
5 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 5,074,6985.1m $125.8m $125.8m 0.03% Reduced -149.0k -148,983
6 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 4,769,1424.8m $118.2m $118.2m 0.01% Added +250.0k +249,959
7 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 2,978,0273.0m $73.8m $73.8m 0.02% Reduced -7.4k -7,402
8 Avantax Planning Partners, Inc. 2.15% of their portfolio DUBUQUE, IA 2,729,6652.7m $67.6m $67.6m 2.15% Added +484.7k +484,723
9 Ocean Park Asset Management, LLC 2.04% of their portfolio SANTA MONICA, CA 2,281,1002.3m $57.5m $57.5m 2.04% Unchanged
10 GRIMES & Co WEALTH MANAGEMENT, LLC 1.53% of their portfolio WESTBOROUGH, MA 2,274,0202.3m $56.4m $56.4m 1.53% Added +2.3m +2,255,760
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,225,1032.2m $55.1m $55.1m 0.00% Reduced -116.9k -116,917
12 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 2,113,4842.1m $52.4m $52.4m 0.02% Reduced -113.5k -113,505
13 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.87% of their portfolio MINNEAPOLIS, MN 2,104,7132.1m $52.2m $52.2m 0.87% Added +122.4k +122,365
14 HighTower Advisors, LLC 0.06% of their portfolio CHICAGO, IL 1,966,9132.0m $48.7m $48.7m 0.06% Added +225.4k +225,431
15 Cercano Management LLC 0.98% of their portfolio BELLEVUE, WA 1,387,8251.4m $34.4m $34.4m 0.98% Unchanged
16 Revolve Wealth Partners, LLC 3.83% of their portfolio Hackensack, NJ 1,184,2081.2m $29.3m $29.3m 3.83% Reduced -43.8k -43,791
17 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,148,5681.1m $28.5m $28.5m 0.01% Reduced -22.5k -22,461
18 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.23% of their portfolio IRVING, TX 1,140,3551.1m $28.3m $28.3m 0.23% Reduced -147.3k -147,330
19 UBS Group AG 0.01% of their portfolio ZURICH, V8 996,285996.3k $24.7m $24.7m 0.01% Added +138.6k +138,583
20 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 836,993837.0k $20.7m $20.7m 0.00% Added +90.9k +90,932
21 MERCER GLOBAL ADVISORS INC /ADV 0.04% of their portfolio DENVER, CO 788,459788.5k $19.5m $19.5m 0.04% Added +21.0k +20,983
22 Parkside Investments, LLC 2.00% of their portfolio DEERFIELD, IL 593,900593.9k $14.7m $14.7m 2.00% Added +18.3k +18,300
23 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 580,164580.2k $14.4m $14.4m 0.00% Added +325.6k +325,634
24 WCG Wealth Advisors LLC 0.88% of their portfolio LAS VEGAS, NV 549,661549.7k $13.6m $13.6m 0.88% Added +181.2k +181,236
25 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.31% of their portfolio Seattle, WA 549,509549.5k $13.6m $13.6m 0.31% Reduced -29.4k -29,444
26 OneDigital Investment Advisors LLC 0.15% of their portfolio OVERLAND PARK, KS 533,510533.5k $13.2m $13.2m 0.15% Added +261.8k +261,848
27 Mariner, LLC 0.02% of their portfolio Overland Park, KS 525,217525.2k $13.0m $13.0m 0.02% Added +865 +865
28 Focus Partners Advisor Solutions, LLC 0.15% of their portfolio SAINT LOUIS, MO 465,954466.0k $11.5m $11.5m 0.15% Reduced -17.7k -17,652
29 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 457,675457.7k $11.4m $11.4m 0.02% Added +140.0k +140,037
30 Capital Asset Advisory Services LLC 0.52% of their portfolio Williamston, MI 447,152447.2k $11.0m $11.0m 0.52% Reduced -50.5k -50,495
31 AXXCESS WEALTH MANAGEMENT, LLC 0.26% of their portfolio CARLSBAD, CA 434,823434.8k $10.8m $10.8m 0.26% Reduced -46.2k -46,182
32 Syntegra Private Wealth Group, LLC 1.08% of their portfolio Chesterfield, MO 426,383426.4k $10.6m $10.6m 1.08% Added +3.3k +3,294
33 Brady Martz Wealth Solutions, LLC 2.03% of their portfolio GRAND FORKS, ND 423,307423.3k $10.5m $10.5m 2.03% Reduced -8.7k -8,737
34 Capital Analysts, LLC 0.34% of their portfolio FORT WASHINGTON, PA 417,477417.5k $10.3m $10.3m 0.34% Added +1.9k +1,930
35 Wealthspire Advisors, LLC 0.06% of their portfolio NEW YORK, NY 406,646406.6k $10.1m $10.1m 0.06% Added +34.7k +34,707
36 Perigon Wealth Management, LLC 0.21% of their portfolio SAN FRANCISCO, CA 371,434371.4k $9.2m $9.2m 0.21% Added +262.6k +262,594
37 Jordan Park Group LLC 0.58% of their portfolio SAN FRANCISCO, CA 362,409362.4k $9.0m $9.0m 0.58% Reduced -3.1k -3,144
38 Collaborative Wealth Managment Inc. 3.55% of their portfolio LAKE MARY, FL 328,754328.8k $8.1m $8.1m 3.55% Added +3.2k +3,237
39 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 310,564310.6k $7.7m $7.7m 0.01% Added +2.4k +2,360
40 OLD NATIONAL BANCORP /IN/ 0.13% of their portfolio EVANSVILLE, IN 303,142303.1k $7.5m $7.5m 0.13% Added +8.3k +8,271
41 Avidian Wealth Enterprises, LLC 0.30% of their portfolio Houston, TX 299,341299.3k $7.4m $7.4m 0.30% Reduced -2.5k -2,470
42 Farther Finance Advisors, LLC 0.15% of their portfolio SAN FRANCISCO, CA 298,704298.7k $7.4m $7.4m 0.15% Added +120.0k +120,012
43 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 291,506291.5k $7.2m $7.2m 0.00% Reduced -239.5k -239,471
44 CAPITAL INSIGHT PARTNERS, LLC 1.16% of their portfolio SCOTTSDALE, AZ 269,870269.9k $6.7m $6.7m 1.16% Reduced -5.2k -5,218
45 Betterment LLC 0.01% of their portfolio NEW YORK, NY 256,289256.3k $6.4m $6.4m 0.01% Reduced -193.1k -193,076
46 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 245,644245.6k $6.1m $6.1m 0.01% Reduced -524.7k -524,651
47 Prentice Wealth Management LLC 1.51% of their portfolio Rochester, NY 231,501231.5k $5.7m $5.7m 1.51% Reduced -25.3k -25,337
48 Vishria Bird Financial Group, LLC 1.81% of their portfolio MEMPHIS, TN 219,173219.2k $5.4m $5.4m 1.81% Reduced -2.3k -2,348
49 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 199,201199.2k $4.9m $4.9m 0.05% Reduced -723 -723
50 Merit Financial Group, LLC 0.05% of their portfolio ALPHARETTA, GA 192,912192.9k $4.8m $4.8m 0.05% Added +111.8k +111,753
51 CX Institutional 0.16% of their portfolio AUBURN, IN 189,223189.2k $4.7m $4.7m 0.16% Unchanged
52 High Net Worth Advisory Group LLC 1.24% of their portfolio NAPLES, FL 188,749188.7k $4.7m $4.7m 1.24% Reduced -6.1k -6,080
53 CGN Advisors LLC 0.41% of their portfolio MANHATTAN, KS 187,109187.1k $4.6m $4.6m 0.41% Reduced -8.7k -8,668
54 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 182,832182.8k $4.5m $4.5m 0.01% Added +825 +825
55 Keystone Global Partners, LLC 2.46% of their portfolio DENVER, CO 182,140182.1k $4.5m $4.5m 2.46% Added +36.5k +36,548
56 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 181,659181.7k $4.5m $4.5m 0.00% Added +78.2k +78,202
57 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 179,179179.2k $4.4m $4.4m 0.01% Reduced -9.2k -9,249
58 Prime Capital Investment Advisors, LLC 0.06% of their portfolio OVERLAND PARK, KS 167,717167.7k $4.2m $4.2m 0.06% Reduced -49.3k -49,251
59 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 163,495163.5k $4.1m $4.1m 0.00% Reduced -152.6k -152,605
60 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 162,305162.3k $4.0m $4.0m 0.00% Added +70.3k +70,335
61 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 159,324159.3k $3.9m $3.9m 0.00% Reduced -34.5k -34,469
62 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 155,531155.5k $3.9m $3.9m 0.02% Added +10.5k +10,545
63 Erickson Financial Group, LLC 2.59% of their portfolio ALLENTOWN, PA 154,468154.5k $3.8m $3.8m 2.59% Added +1.5k +1,482
64 Beacon Pointe Advisors, LLC 0.04% of their portfolio NEWPORT BEACH, CA 153,107153.1k $3.8m $3.8m 0.04% Reduced -6.4k -6,410
65 Chemistry Wealth Management LLC 0.78% of their portfolio NEW YORK, NY 146,223146.2k $3.6m $3.6m 0.78% Added +4.0k +3,950
66 KESTRA PRIVATE WEALTH SERVICES, LLC 0.05% of their portfolio AUSTIN, TX 136,439136.4k $3.4m $3.4m 0.05% Added +16.2k +16,233
67 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 127,908127.9k $3.2m $3.2m 0.02% Added +34.9k +34,910
68 Washington Trust Bank 0.27% of their portfolio Spokane, WA 127,147127.1k $3.2m $3.2m 0.27% Added +117.3k +117,280
69 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 122,593122.6k $3.0m $3.0m 0.01% Added +9.8k +9,755
70 Harbor Group, Inc. 0.52% of their portfolio BEDFORD, NH 118,211118.2k $2.9m $2.9m 0.52% Reduced -6.8k -6,755
71 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 111,342111.3k $2.8m $2.8m 0.00% Reduced -24.4k -24,422
72 AJ Advisors, LLC 1.22% of their portfolio NASHVILLE, TN 110,752110.8k $2.7m $2.7m 1.22% New
73 Financial Partners Group, Inc 0.38% of their portfolio Overland Park, KS 110,051110.1k $2.7m $2.7m 0.38% New
74 BENJAMIN EDWARDS INC 0.03% of their portfolio Clayton, MO 107,694107.7k $2.7m $2.7m 0.03% Reduced -76.2k -76,177
75 Austin Wealth Management, LLC 0.46% of their portfolio Austin, TX 106,531106.5k $2.6m $2.6m 0.46% New
76 Thrive Wealth Management, LLC 0.43% of their portfolio AUDUBON, PA 106,286106.3k $2.6m $2.6m 0.43% Added +11.2k +11,234
77 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 105,756105.8k $2.6m $2.6m 0.02% Reduced -286.7k -286,687
78 Pineridge Advisors LLC 0.93% of their portfolio ST. CHARLES, MO 103,474103.5k $2.6m $2.6m 0.93% Added +762 +762
79 Bragg Financial Advisors, Inc 0.09% of their portfolio CHARLOTTE, NC 101,534101.5k $2.5m $2.5m 0.09% Added +5.8k +5,809
80 Wealthcare Advisory Partners LLC 0.06% of their portfolio WEST CHESTER, PA 100,751100.8k $2.5m $2.5m 0.06% Reduced -3.5k -3,542
81 Oakwell Private Wealth Management, LLC 0.57% of their portfolio Austin, TX 99,92299.9k $2.5m $2.5m 0.57% Added +7.3k +7,257
82 Legacy Financial Advisors, Inc. 0.38% of their portfolio COVINGTON, KY 99,00399.0k $2.5m $2.5m 0.38% Reduced -7.9k -7,918
83 FourThought Financial Partners, LLC 0.24% of their portfolio VENICE, FL 98,52098.5k $2.4m $2.4m 0.24% Added +1.4k +1,416
84 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 96,70296.7k $2.4m $2.4m 0.00% Reduced -36.5k -36,498
85 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 93,94593.9k $2.3m $2.3m 0.01% Added +1.3k +1,265
86 WEALTH MANAGEMENT RESOURCES, INC. 0.76% of their portfolio SMITHFIELD, RI 90,02790.0k $2.2m $2.2m 0.76% Reduced -2.0k -2,029
87 ABOUND FINANCIAL, LLC 0.97% of their portfolio GRANITE BAY, CA 88,78788.8k $2.2m $2.2m 0.97% Reduced -4.3k -4,251
88 Wedmont Private Capital 0.09% of their portfolio WEST CHESTER, PA 88,67588.7k $2.2m $2.2m 0.09% Added +129 +129
89 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 88,49188.5k $2.2m $2.2m 0.00% Reduced -68.5k -68,531
90 MATHER GROUP, LLC. 0.02% of their portfolio CHICAGO, IL 88,08388.1k $2.2m $2.2m 0.02% Reduced -508.2k -508,157
91 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 87,21587.2k $2.2m $2.2m 0.01% Reduced -7.3k -7,303
92 Apollon Wealth Management, LLC 0.04% of their portfolio MOUNT PLEASANT, SC 84,99785.0k $2.1m $2.1m 0.04% Reduced -105.9k -105,878
93 IHT Wealth Management, LLC 0.06% of their portfolio Chicago, IL 84,46784.5k $2.1m $2.1m 0.06% Reduced -16.7k -16,737
94 Diversified Portfolios, Inc. 0.19% of their portfolio Bloomfield Hills, MI 81,52281.5k $2.0m $2.0m 0.19% New
95 Compound Planning, Inc. 0.08% of their portfolio NEW YORK, NY 80,72280.7k $2.0m $2.0m 0.08% Added +12.6k +12,596
96 Tennessee Valley Asset Management Partners 0.50% of their portfolio KNOXVILLE, TN 80,04080.0k $2.0m $2.0m 0.50% Added +976 +976
97 Dogwood Wealth Management LLC 0.96% of their portfolio LENEXA, KS 79,80279.8k $2.0m $2.0m 0.96% Reduced -4.0k -4,018
98 Tradewinds Capital Management, LLC 0.49% of their portfolio BELLINGHAM, WA 79,31079.3k $2.0m $2.0m 0.49% Reduced -398.4k -398,448
99 SAGESPRING WEALTH PARTNERS, LLC 0.04% of their portfolio FRANKLIN, TN 76,77976.8k $1.9m $1.9m 0.04% Reduced -41.8k -41,814
100 Orcam Financial Group 1.64% of their portfolio ENCINITAS, CA 76,34176.3k $1.9m $1.9m 1.64% Added +465 +465