Vault-13

SPDR SER TR HYMB

NUVEEN BLOOMBERG · ETP · CUSIP 78464A284

390 institutional holders -3 vs Q2 2025
82,195,57082.2m shares reported held*
$2.1bnreported value*
36 new 168 added 132 reduced 39 sold out net sold ≈ $6.6m (-263.6k 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 ($1.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.06. Options: 1 managers hold calls ($344.0k notional), 0 hold puts (—).

Trends to Q3 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: 393Q3 25: 390390Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025390

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 23: 182 bought or addedQ4 23: 117 cut or sold outQ1 24: 168 bought or addedQ1 24: 158 cut or sold outQ1 24Q2 24: 181 bought or addedQ2 24: 147 cut or sold outQ3 24: 199 bought or addedQ3 24: 136 cut or sold outQ3 24Q4 24: 203 bought or addedQ4 24: 131 cut or sold outQ1 25: 193 bought or addedQ1 25: 171 cut or sold outQ1 25Q2 25: 179 bought or addedQ2 25: 190 cut or sold outQ3 25: 204 bought or addedQ3 25: 171 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023182117
Q1 2024168158
Q2 2024181147
Q3 2024199136
Q4 2024203131
Q1 2025193171
Q2 2025179190
Q3 2025204171

Calls vs puts

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

CallsPuts
$0$20m$40m$60mQ4 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 0.00Q3 25 calls: $344.0kQ3 25 puts: $0Q3 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q4 2024$245.6k$79.3k0.32
Q1 2025$965.9k$1.1m1.12
Q2 2025$47.6m$00.00
Q3 2025$344.0k$00.00

Biggest buyers

MERCER GLOBAL ADVISORS INC /ADV Added +647,582+647.6k
Sanctuary Advisors, LLC Added +600,125+600.1k
AMERIPRISE FINANCIAL INC Added +580,975+581.0k
SEI INVESTMENTS CO Added +499,858+499.9k
WELLS FARGO & COMPANY/MN Added +497,928+497.9k
JPMORGAN CHASE & CO Added +412,734+412.7k
SUMMIT WEALTH GROUP LLC / CO New +388,191+388.2k
Heartwood Wealth Advisors LLC Added +358,982+359.0k
Jordan Park Group LLC Added +287,089+287.1k
MORGAN STANLEY Added +256,529+256.5k

Biggest sellers

Ocean Park Asset Management, LLC Reduced -2,065,900-2.1m
Avantax Planning Partners, Inc. Reduced -1,023,436-1.0m
ENVESTNET ASSET MANAGEMENT INC Reduced -552,392-552.4k
HighTower Advisors, LLC Reduced -516,530-516.5k
FMR LLC Reduced -453,303-453.3k
OneDigital Investment Advisors LLC Reduced -429,878-429.9k
ROYAL BANK OF CANADA Reduced -287,804-287.8k
Vishria Bird Financial Group, LLC Sold out -219,173-219.2k
Betterment LLC Reduced -196,690-196.7k
Keystone Global Partners, LLC Sold out -182,140-182.1k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $344.0k13.8k 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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SEI INVESTMENTS CO 0.19% of their portfolio OAKS, PA 7,195,0687.2m $179.4m $179.4m 0.19% Added +499.9k +499,858
2 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 6,137,9966.1m $153.0m $153.0m 0.05% Reduced -19.6k -19,573
3 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 5,572,6265.6m $138.9m $138.9m 0.03% Added +497.9k +497,928
4 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 5,222,0095.2m $130.2m $130.2m 0.02% Added +40.2k +40,187
5 FMR LLC 0.01% of their portfolio BOSTON, MA 4,996,2335.0m $124.6m $124.6m 0.01% Reduced -453.3k -453,303
6 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 4,597,4114.6m $114.6m $114.6m 0.01% Reduced -171.7k -171,731
7 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 3,134,4533.1m $78.1m $78.1m 0.02% Added +156.4k +156,426
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,481,6322.5m $61.9m $61.9m 0.00% Added +256.5k +256,529
9 GRIMES & Co WEALTH MANAGEMENT, LLC 1.36% of their portfolio WESTBOROUGH, MA 2,207,6012.2m $55.0m $55.0m 1.36% Reduced -66.4k -66,419
10 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.87% of their portfolio MINNEAPOLIS, MN 2,202,6672.2m $54.9m $54.9m 0.87% Added +98.0k +97,954
11 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,729,5431.7m $43.1m $43.1m 0.01% Added +581.0k +580,975
12 Avantax Planning Partners, Inc. 1.22% of their portfolio DUBUQUE, IA 1,706,2291.7m $42.5m $42.5m 1.22% Reduced -1.0m -1,023,436
13 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,561,0921.6m $38.9m $38.9m 0.01% Reduced -552.4k -552,392
14 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 1,450,3831.5m $36.2m $36.2m 0.04% Reduced -516.5k -516,530
15 MERCER GLOBAL ADVISORS INC /ADV 0.06% of their portfolio DENVER, CO 1,436,0411.4m $35.8m $35.8m 0.06% Added +647.6k +647,582
16 Cercano Management LLC 1.33% of their portfolio BELLEVUE, WA 1,387,8251.4m $34.6m $34.6m 1.33% Unchanged
17 Revolve Wealth Partners, LLC 3.31% of their portfolio Hackensack, NJ 1,108,0131.1m $27.6m $27.6m 3.31% Reduced -76.2k -76,195
18 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.19% of their portfolio IRVING, TX 1,082,7451.1m $27.0m $27.0m 0.19% Reduced -57.6k -57,610
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 973,853973.9k $24.3m $24.3m 0.00% Reduced -22.4k -22,432
20 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 967,142967.1k $24.1m $24.1m 0.00% Added +130.1k +130,149
21 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 705,881705.9k $17.7m $17.7m 0.05% Added +600.1k +600,125
22 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 704,240704.2k $17.6m $17.6m 0.00% Added +412.7k +412,734
23 Jordan Park Group LLC 0.92% of their portfolio SAN FRANCISCO, CA 649,498649.5k $16.2m $16.2m 0.92% Added +287.1k +287,089
24 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 601,290601.3k $14.8m $14.8m 0.02% Added +143.6k +143,615
25 Parkside Investments, LLC 1.85% of their portfolio DEERFIELD, IL 593,100593.1k $14.8m $14.8m 1.85% Reduced -800 -800
26 Capital Asset Advisory Services LLC 0.64% of their portfolio Williamston, MI 591,857591.9k $14.8m $14.8m 0.64% Added +144.7k +144,705
27 AXXCESS WEALTH MANAGEMENT, LLC 0.31% of their portfolio CARLSBAD, CA 579,128579.1k $14.4m $14.4m 0.31% Added +144.3k +144,305
28 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.29% of their portfolio Seattle, WA 576,876576.9k $14.4m $14.4m 0.29% Added +27.4k +27,367
29 Mariner, LLC 0.02% of their portfolio Overland Park, KS 509,547509.5k $12.7m $12.7m 0.02% Reduced -15.7k -15,670
30 Focus Partners Advisor Solutions, LLC 0.14% of their portfolio SAINT LOUIS, MO 483,064483.1k $12.0m $12.0m 0.14% Added +17.1k +17,110
31 Capital Analysts, LLC 0.31% of their portfolio FORT WASHINGTON, PA 428,855428.9k $10.7m $10.7m 0.31% Added +11.4k +11,378
32 Perigon Wealth Management, LLC 0.22% of their portfolio SAN FRANCISCO, CA 422,675422.7k $10.5m $10.5m 0.22% Added +51.2k +51,241
33 Syntegra Private Wealth Group, LLC 0.99% of their portfolio Chesterfield, MO 420,733420.7k $10.5m $10.5m 0.99% Reduced -5.7k -5,650
34 Brady Martz Wealth Solutions, LLC 1.86% of their portfolio GRAND FORKS, ND 410,175410.2k $10.2m $10.2m 1.86% Reduced -13.1k -13,132
35 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 407,674407.7k $10.2m $10.2m 0.01% Added +97.1k +97,110
36 Heartwood Wealth Advisors LLC 0.92% of their portfolio RICHMOND, VA 395,696395.7k $9.9m $9.9m 0.92% Added +359.0k +358,982
37 Farther Finance Advisors, LLC 0.15% of their portfolio SAN FRANCISCO, CA 393,482393.5k $9.8m $9.8m 0.15% Added +94.8k +94,778
38 SUMMIT WEALTH GROUP LLC / CO 2.14% of their portfolio COLORADO SPRINGS, CO 388,191388.2k $20.2m $20.2m 2.14% New
39 WCG Wealth Advisors LLC 0.61% of their portfolio LAS VEGAS, NV 387,468387.5k $9.7m $9.7m 0.61% Reduced -162.2k -162,193
40 Wealthspire Advisors, LLC 0.05% of their portfolio NEW YORK, NY 356,210356.2k $8.9m $8.9m 0.05% Reduced -50.4k -50,436
41 OLD NATIONAL BANCORP /IN/ 0.14% of their portfolio EVANSVILLE, IN 328,376328.4k $8.2m $8.2m 0.14% Added +25.2k +25,234
42 Collaborative Wealth Managment Inc. 3.28% of their portfolio LAKE MARY, FL 324,982325.0k $8.1m $8.1m 3.28% Reduced -3.8k -3,772
43 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 292,360292.4k $7.3m $7.3m 0.00% Reduced -287.8k -287,804
44 CAPITAL INSIGHT PARTNERS, LLC 1.14% of their portfolio SCOTTSDALE, AZ 276,142276.1k $6.9m $6.9m 1.14% Added +6.3k +6,272
45 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 245,636245.6k $6.1m $6.1m 0.01% Added +216.8k +216,843
46 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 243,979244.0k $6.1m $6.1m 0.01% Added +64.8k +64,800
47 Keystone Financial Group 0.46% of their portfolio LEXINGTON, KY 238,062238.1k $6.0m $6.0m 0.46% Added +213.0k +213,026
48 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 222,348222.3k $5.5m $5.5m 0.01% Added +58.9k +58,853
49 Prentice Wealth Management LLC 1.33% of their portfolio Rochester, NY 216,163216.2k $5.4m $5.4m 1.33% Reduced -15.3k -15,338
50 Ocean Park Asset Management, LLC 0.22% of their portfolio SANTA MONICA, CA 215,200215.2k $5.4m $5.4m 0.22% Reduced -2.1m -2,065,900
51 Merit Financial Group, LLC 0.05% of their portfolio ALPHARETTA, GA 211,588211.6k $5.3m $5.3m 0.05% Added +18.7k +18,676
52 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 211,587211.6k $5.3m $5.3m 0.05% Added +12.4k +12,386
53 CGN Advisors LLC 0.41% of their portfolio MANHATTAN, KS 199,086199.1k $5.0m $5.0m 0.41% Added +12.0k +11,977
54 CX Institutional 0.14% of their portfolio AUBURN, IN 189,210189.2k $4.7m $4.7m 0.14% Reduced -13 -13
55 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 189,195189.2k $4.7m $4.7m 0.00% Added +26.9k +26,890
56 High Net Worth Advisory Group LLC 1.13% of their portfolio NAPLES, FL 188,648188.6k $4.7m $4.7m 1.13% Reduced -101 -101
57 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 184,920184.9k $4.6m $4.6m 0.00% Added +3.3k +3,261
58 Beacon Pointe Advisors, LLC 0.04% of their portfolio NEWPORT BEACH, CA 183,723183.7k $4.6m $4.6m 0.04% Added +30.6k +30,616
59 Avidian Wealth Enterprises, LLC 0.17% of their portfolio Houston, TX 182,155182.2k $4.5m $4.5m 0.17% Reduced -117.2k -117,186
60 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 181,383181.4k $4.5m $4.5m 0.01% Reduced -1.4k -1,449
61 Austin Wealth Management, LLC 0.68% of their portfolio Austin, TX 171,209171.2k $4.3m $4.3m 0.68% Added +64.7k +64,678
62 Prime Capital Investment Advisors, LLC 0.05% of their portfolio OVERLAND PARK, KS 162,930162.9k $4.1m $4.1m 0.05% Reduced -4.8k -4,787
63 BENJAMIN EDWARDS INC 0.05% of their portfolio Clayton, MO 162,763162.8k $4.1m $4.1m 0.05% Added +55.1k +55,069
64 Erickson Financial Group, LLC 2.49% of their portfolio ALLENTOWN, PA 159,340159.3k $4.0m $4.0m 2.49% Added +4.9k +4,872
65 KESTRA PRIVATE WEALTH SERVICES, LLC 0.05% of their portfolio AUSTIN, TX 158,189158.2k $3.9m $3.9m 0.05% Added +21.8k +21,750
66 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 155,793155.8k $3.9m $3.9m 0.02% Added +262 +262
67 Chemistry Wealth Management LLC 0.71% of their portfolio NEW YORK, NY 147,761147.8k $3.7m $3.7m 0.71% Added +1.5k +1,538
68 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 141,642141.6k $3.5m $3.5m 0.01% Added +19.0k +19,049
69 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 121,199121.2k $3.0m $3.0m 0.01% Added +34.0k +33,984
70 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 119,822119.8k $3.0m $3.0m 0.02% Reduced -8.1k -8,086
71 Harbor Group, Inc. 0.47% of their portfolio BEDFORD, NH 118,256118.3k $2.9m $2.9m 0.47% Added +45 +45
72 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 116,126116.1k $2.9m $2.9m 0.00% Reduced -129.5k -129,518
73 Financial Partners Group, Inc 0.35% of their portfolio Overland Park, KS 111,596111.6k $2.8m $2.8m 0.35% Added +1.5k +1,545
74 Oakwell Private Wealth Management, LLC 0.55% of their portfolio Austin, TX 110,734110.7k $2.8m $2.8m 0.55% Added +10.8k +10,812
75 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.04% of their portfolio ST. LOUIS, MO 106,825106.8k $2.7m $2.7m 0.04% Added +65.7k +65,668
76 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 106,436106.4k $2.7m $2.7m 0.00% New
77 AJ Advisors, LLC 1.06% of their portfolio NASHVILLE, TN 104,075104.1k $2.6m $2.6m 1.06% Reduced -6.7k -6,677
78 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 103,632103.6k $2.6m $2.6m 0.03% Reduced -429.9k -429,878
79 Bragg Financial Advisors, Inc 0.08% of their portfolio CHARLOTTE, NC 102,120102.1k $2.5m $2.5m 0.08% Added +586 +586
80 Washington Trust Bank 0.18% of their portfolio Spokane, WA 101,083101.1k $2.5m $2.5m 0.18% Reduced -26.1k -26,064
81 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 97,28697.3k $2.4m $2.4m 0.00% Reduced -62.0k -62,038
82 Legacy Financial Advisors, Inc. 0.33% of their portfolio COVINGTON, KY 95,66295.7k $2.4m $2.4m 0.33% Reduced -3.3k -3,341
83 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 91,89591.9k $2.3m $2.3m 0.01% Reduced -2.0k -2,050
84 WEALTH MANAGEMENT RESOURCES, INC. 0.73% of their portfolio SMITHFIELD, RI 90,77390.8k $2.3m $2.3m 0.73% Added +746 +746
85 FourThought Financial Partners, LLC 0.20% of their portfolio VENICE, FL 89,00389.0k $2.2m $2.2m 0.20% Reduced -9.5k -9,517
86 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 88,49188.5k $2.2m $2.2m 0.00% Unchanged
87 Wealthcare Advisory Partners LLC 0.05% of their portfolio WEST CHESTER, PA 88,11188.1k $2.2m $2.2m 0.05% Reduced -12.6k -12,640
88 Tradewinds Capital Management, LLC 0.48% of their portfolio BELLINGHAM, WA 86,17686.2k $2.1m $2.1m 0.48% Added +6.9k +6,866
89 MATHER GROUP, LLC. 0.02% of their portfolio CHICAGO, IL 85,92185.9k $2.1m $2.1m 0.02% Reduced -2.2k -2,162
90 Aprio Wealth Management, LLC 0.21% of their portfolio ATLANTA, GA 85,88185.9k $2.1m $2.1m 0.21% New
91 Wedmont Private Capital 0.08% of their portfolio WEST CHESTER, PA 84,45184.5k $2.1m $2.1m 0.08% Reduced -4.2k -4,224
92 Dogwood Wealth Management LLC 0.94% of their portfolio LENEXA, KS 83,01583.0k $2.1m $2.1m 0.94% Added +3.2k +3,213
93 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 82,94882.9k $2.1m $2.1m 0.02% Added +9.0k +9,035
94 IHT Wealth Management, LLC 0.05% of their portfolio Chicago, IL 79,68179.7k $2.0m $2.0m 0.05% Reduced -4.8k -4,786
95 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 76,68576.7k $1.9m $1.9m 0.01% Added +9.2k +9,197
96 Orcam Financial Group 1.54% of their portfolio ENCINITAS, CA 76,66976.7k $1.9m $1.9m 1.54% Added +328 +328
97 Melone Private Wealth, LLC 0.86% of their portfolio AUBURN HILLS, MI 76,42076.4k $1.9m $1.9m 0.86% Added +10.3k +10,283
98 SAGESPRING WEALTH PARTNERS, LLC 0.04% of their portfolio FRANKLIN, TN 74,70774.7k $1.9m $1.9m 0.04% Reduced -2.1k -2,072
99 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 74,31274.3k $1.9m $1.9m 0.00% Reduced -37.0k -37,030
100 DRAVO BAY LLC 0.82% of their portfolio REHOBOTH BEACH, DE 74,25374.3k $1.9m $1.9m 0.82% Added +6.3k +6,285