Vault-13

SPDR SER TR HYMB

NUVEEN BLOOMBERG · ETP · CUSIP 78464A284

417 institutional holders +27 vs Q3 2025
86,330,72686.3m shares reported held*
$2.2bnreported value*
38 new 155 added 150 reduced 26 sold out net bought ≈ $94.1m (+3.8m 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 ($931.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $24.93. Options: 1 managers hold calls ($461.4k notional), 0 hold puts (—).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 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: 390Q4 25: 417417Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025417

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 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 25Q3 25: 204 bought or addedQ3 25: 171 cut or sold outQ4 25: 193 bought or addedQ4 25: 176 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024168158
Q2 2024181147
Q3 2024199136
Q4 2024203131
Q1 2025193171
Q2 2025179190
Q3 2025204171
Q4 2025193176

Calls vs puts

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

CallsPuts
$0$20m$40m$60mQ1 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 0.00Q4 25 calls: $461.4kQ4 25 puts: $0Q4 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2025$965.9k$1.1m1.12
Q2 2025$47.6m$00.00
Q3 2025$344.0k$00.00
Q4 2025$461.4k$00.00

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +2,212,507+2.2m
GOLDMAN SACHS GROUP INC Added +1,183,426+1.2m
WCG Wealth Advisors LLC Added +1,061,825+1.1m
RAYMOND JAMES FINANCIAL INC Added +399,782+399.8k
Dakota Wealth Management Added +254,948+254.9k
Modera Wealth Management, LLC Added +182,148+182.1k
UBS Group AG Added +175,274+175.3k
Quadrature Capital Ltd New +169,164+169.2k
Global Retirement Partners, LLC Added +167,532+167.5k
OLD MISSION CAPITAL LLC New +164,087+164.1k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -840,301-840.3k
HighTower Advisors, LLC Reduced -674,832-674.8k
Focus Partners Advisor Solutions, LLC Sold out -483,064-483.1k
SUMMIT WEALTH GROUP LLC / CO Sold out -388,191-388.2k
Sanctuary Advisors, LLC Reduced -367,017-367.0k
JPMORGAN CHASE & CO Reduced -348,479-348.5k
FMR LLC Reduced -255,777-255.8k
SEI INVESTMENTS CO Reduced -170,008-170.0k
Ocean Park Asset Management, LLC Reduced -168,600-168.6k
AMERIPRISE FINANCIAL INC Reduced -148,670-148.7k

Biggest calls

CITADEL ADVISORS LLC New $461.4k18.5k 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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SEI INVESTMENTS CO 0.17% of their portfolio OAKS, PA 7,025,0607.0m $175.2m $175.2m 0.17% Reduced -170.0k -170,008
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 6,809,9186.8m $169.8m $169.8m 0.01% Added +2.2m +2,212,507
3 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 6,537,7786.5m $163.1m $163.1m 0.05% Added +399.8k +399,782
4 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 6,405,4356.4m $159.8m $159.8m 0.02% Added +1.2m +1,183,426
5 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 5,691,0925.7m $141.9m $141.9m 0.03% Added +118.5k +118,466
6 FMR LLC 0.01% of their portfolio BOSTON, MA 4,740,4564.7m $118.2m $118.2m 0.01% Reduced -255.8k -255,777
7 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 3,205,4053.2m $79.9m $79.9m 0.02% Added +71.0k +70,952
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,608,1792.6m $65.0m $65.0m 0.00% Added +126.5k +126,547
9 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.87% of their portfolio MINNEAPOLIS, MN 2,301,5102.3m $57.4m $57.4m 0.87% Added +98.8k +98,843
10 GRIMES & Co WEALTH MANAGEMENT, LLC 1.28% of their portfolio WESTBOROUGH, MA 2,142,7462.1m $53.4m $53.4m 1.28% Reduced -64.9k -64,855
11 Avantax Planning Partners, Inc. 1.16% of their portfolio DUBUQUE, IA 1,662,4191.7m $41.5m $41.5m 1.16% Reduced -43.8k -43,810
12 MERCER GLOBAL ADVISORS INC /ADV 0.06% of their portfolio DENVER, CO 1,588,4191.6m $39.6m $39.6m 0.06% Added +152.4k +152,378
13 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,580,8731.6m $39.4m $39.4m 0.01% Reduced -148.7k -148,670
14 WCG Wealth Advisors LLC 1.01% of their portfolio LAS VEGAS, NV 1,449,2931.4m $36.1m $36.1m 1.01% Added +1.1m +1,061,825
15 Cercano Management LLC 1.31% of their portfolio BELLEVUE, WA 1,387,8251.4m $34.6m $34.6m 1.31% Unchanged
16 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,149,1271.1m $28.7m $28.7m 0.01% Added +175.3k +175,274
17 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 1,108,4341.1m $27.6m $27.6m 0.00% Added +141.3k +141,292
18 Revolve Wealth Partners, LLC 3.12% of their portfolio Hackensack, NJ 1,062,7051.1m $26.5m $26.5m 3.12% Reduced -45.3k -45,308
19 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.15% of their portfolio IRVING, TX 971,586971.6k $24.2m $24.2m 0.15% Reduced -111.2k -111,159
20 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 775,551775.6k $19.3m $19.3m 0.02% Reduced -674.8k -674,832
21 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 720,791720.8k $18.0m $18.0m 0.01% Reduced -840.3k -840,301
22 Jordan Park Group LLC 0.98% of their portfolio SAN FRANCISCO, CA 680,126680.1k $17.0m $17.0m 0.98% Added +30.6k +30,628
23 Capital Asset Advisory Services LLC 0.65% of their portfolio Williamston, MI 642,347642.3k $16.1m $16.1m 0.65% Added +50.5k +50,490
24 AXXCESS WEALTH MANAGEMENT, LLC 0.28% of their portfolio CARLSBAD, CA 630,786630.8k $15.7m $15.7m 0.28% Added +51.7k +51,658
25 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.26% of their portfolio Seattle, WA 585,312585.3k $14.6m $14.6m 0.26% Added +8.4k +8,436
26 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 552,298552.3k $13.8m $13.8m 0.02% Reduced -49.0k -48,992
27 Parkside Investments, LLC 1.70% of their portfolio DEERFIELD, IL 541,900541.9k $13.5m $13.5m 1.70% Reduced -51.2k -51,200
28 Mariner, LLC 0.01% of their portfolio Overland Park, KS 492,819492.8k $12.3m $12.3m 0.01% Reduced -16.7k -16,728
29 Farther Finance Advisors, LLC 0.12% of their portfolio SAN FRANCISCO, CA 447,613447.6k $11.2m $11.2m 0.12% Added +54.1k +54,131
30 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 445,092445.1k $11.1m $11.1m 0.01% Added +37.4k +37,418
31 Capital Analysts, LLC 0.30% of their portfolio FORT WASHINGTON, PA 438,750438.8k $10.9m $10.9m 0.30% Added +9.9k +9,895
32 Brady Martz Wealth Solutions, LLC 1.80% of their portfolio GRAND FORKS, ND 409,627409.6k $10.2m $10.2m 1.80% Reduced -548 -548
33 Perigon Wealth Management, LLC 0.18% of their portfolio SAN FRANCISCO, CA 405,095405.1k $10.1m $10.1m 0.18% Reduced -17.6k -17,580
34 Heartwood Wealth Advisors LLC 0.91% of their portfolio RICHMOND, VA 397,718397.7k $9.9m $9.9m 0.91% Added +2.0k +2,022
35 Syntegra Private Wealth Group, LLC 0.84% of their portfolio Chesterfield, MO 368,892368.9k $9.2m $9.2m 0.84% Reduced -51.8k -51,841
36 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 355,761355.8k $8.9m $8.9m 0.00% Reduced -348.5k -348,479
37 Wealthspire Advisors, LLC 0.07% of their portfolio NEW YORK, NY 351,946351.9k $8.8m $8.8m 0.07% Reduced -4.3k -4,264
38 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 349,463349.5k $8.7m $8.7m 0.01% Added +160.3k +160,268
39 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 338,864338.9k $8.5m $8.5m 0.05% Reduced -367.0k -367,017
40 Collaborative Wealth Managment Inc. 2.82% of their portfolio LAKE MARY, FL 320,658320.7k $8.0m $8.0m 2.82% Reduced -4.3k -4,324
41 OLD NATIONAL BANCORP /IN/ 0.13% of their portfolio EVANSVILLE, IN 306,032306.0k $7.6m $7.6m 0.13% Reduced -22.3k -22,344
42 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 291,312291.3k $7.3m $7.3m 0.01% Added +45.7k +45,676
43 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 286,430286.4k $7.1m $7.1m 0.01% Added +64.1k +64,082
44 Dakota Wealth Management 0.12% of their portfolio PALM BEACH GARDENS, FL 270,409270.4k $6.7m $6.7m 0.12% Added +254.9k +254,948
45 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 258,107258.1k $6.4m $6.4m 0.01% Added +14.1k +14,128
46 Austin Wealth Management, LLC 0.95% of their portfolio Austin, TX 256,254256.3k $6.4m $6.4m 0.95% Added +85.0k +85,045
47 CAPITAL INSIGHT PARTNERS, LLC 1.31% of their portfolio SCOTTSDALE, AZ 247,535247.5k $6.2m $6.2m 1.31% Reduced -28.6k -28,607
48 Modera Wealth Management, LLC 0.07% of their portfolio WESTWOOD, NJ 236,944236.9k $5.9m $5.9m 0.07% Added +182.1k +182,148
49 Integrated Wealth Concepts LLC 0.07% of their portfolio WALTHAM, MA 226,917226.9k $5.7m $5.7m 0.07% Added +15.3k +15,330
50 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 220,176220.2k $5.5m $5.5m 0.01% Added +78.5k +78,534
51 CGN Advisors LLC 0.41% of their portfolio MANHATTAN, KS 209,361209.4k $5.2m $5.2m 0.41% Added +10.3k +10,275
52 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 209,292209.3k $5.2m $5.2m 0.00% Reduced -83.1k -83,068
53 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 208,325208.3k $5.2m $5.2m 0.00% Added +23.4k +23,405
54 Merit Financial Group, LLC 0.04% of their portfolio ALPHARETTA, GA 205,736205.7k $5.1m $5.1m 0.04% Reduced -5.9k -5,852
55 BENJAMIN EDWARDS INC 0.06% of their portfolio Clayton, MO 201,155201.2k $5.0m $5.0m 0.06% Added +38.4k +38,392
56 &PARTNERS 0.03% of their portfolio NASHVILLE, TN 198,033198.0k $4.9m $4.9m 0.03% Added +78.2k +78,211
57 CX Institutional 0.14% of their portfolio AUBURN, IN 192,119192.1k $4.8m $4.8m 0.14% Added +2.9k +2,909
58 High Net Worth Advisory Group LLC 1.07% of their portfolio NAPLES, FL 186,534186.5k $4.7m $4.7m 1.07% Reduced -2.1k -2,114
59 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 186,335186.3k $4.6m $4.6m 0.00% Added +139.8k +139,838
60 Keystone Financial Group 0.34% of their portfolio LEXINGTON, KY 185,505185.5k $4.6m $4.6m 0.34% Reduced -52.6k -52,557
61 Avidian Wealth Enterprises, LLC 0.17% of their portfolio Houston, TX 183,219183.2k $4.6m $4.6m 0.17% Added +1.1k +1,064
62 Global Retirement Partners, LLC 0.08% of their portfolio San Rafael, CA 175,739175.7k $4.4m $4.4m 0.08% Added +167.5k +167,532
63 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 172,411172.4k $4.3m $4.3m 0.03% Reduced -11.3k -11,312
64 Quadrature Capital Ltd 0.04% of their portfolio LONDON, X0 169,164169.2k $4.2m $4.2m 0.04% New
65 KESTRA PRIVATE WEALTH SERVICES, LLC 0.05% of their portfolio AUSTIN, TX 167,154167.2k $4.2m $4.2m 0.05% Added +9.0k +8,965
66 OLD MISSION CAPITAL LLC 0.16% of their portfolio CHICAGO, IL 164,087164.1k $4.1m $4.1m 0.16% New
67 Prime Capital Investment Advisors, LLC 0.05% of their portfolio OVERLAND PARK, KS 155,841155.8k $3.9m $3.9m 0.05% Reduced -7.1k -7,089
68 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 152,823152.8k $3.8m $3.8m 0.01% Reduced -28.6k -28,560
69 UMB Bank, n.a. 0.05% of their portfolio Kansas City, MO 150,446150.4k $3.8m $3.8m 0.05% Not comparable
70 Erickson Financial Group, LLC 2.30% of their portfolio ALLENTOWN, PA 150,228150.2k $3.7m $3.7m 2.30% Reduced -9.1k -9,112
71 MY Wealth Management Inc. 3.19% of their portfolio GERMANTOWN, MD 146,700146.7k $3.7m $3.7m 3.19% New
72 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 140,778140.8k $3.5m $3.5m 0.01% Added +19.6k +19,579
73 Chemistry Wealth Management LLC 0.64% of their portfolio NEW YORK, NY 137,969138.0k $3.4m $3.4m 0.64% Reduced -9.8k -9,792
74 Elequin Capital, LP 0.43% of their portfolio NEW YORK, NY 132,744132.7k $3.3m $3.3m 0.43% Added +128.0k +128,029
75 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 132,069132.1k $3.3m $3.3m 0.03% Added +28.4k +28,437
76 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 131,970132.0k $3.3m $3.3m 0.01% Reduced -23.8k -23,823
77 Prentice Wealth Management LLC 0.74% of their portfolio Rochester, NY 129,599129.6k $3.2m $3.2m 0.74% Reduced -86.6k -86,564
78 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.05% of their portfolio ST. LOUIS, MO 125,516125.5k $3.1m $3.1m 0.05% Added +18.7k +18,691
79 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 120,424120.4k $3.0m $3.0m 0.01% Added +23.1k +23,138
80 Harbor Group, Inc. 0.44% of their portfolio BEDFORD, NH 118,880118.9k $3.0m $3.0m 0.44% Added +624 +624
81 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 116,770116.8k $2.9m $2.9m 0.00% Added +10.3k +10,334
82 Financial Partners Group, Inc 0.33% of their portfolio Overland Park, KS 114,123114.1k $2.9m $2.9m 0.33% Added +2.5k +2,527
83 Oakwell Private Wealth Management, LLC 0.53% of their portfolio Austin, TX 113,387113.4k $2.8m $2.8m 0.53% Added +2.7k +2,653
84 Tower Research Capital LLC (TRC) 0.07% of their portfolio NEW YORK, NY 112,748112.7k $2.8m $2.8m 0.07% Added +112.7k +112,736
85 Savvy Advisors, Inc. 0.08% of their portfolio NEW YORK, NY 105,418105.4k $2.6m $2.6m 0.08% Added +50.3k +50,320
86 Bragg Financial Advisors, Inc 0.08% of their portfolio CHARLOTTE, NC 103,822103.8k $2.6m $2.6m 0.08% Added +1.7k +1,702
87 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 103,571103.6k $2.6m $2.6m 0.02% Added +92.6k +92,568
88 Diversified Portfolios, Inc. 0.21% of their portfolio Bloomfield Hills, MI 102,370102.4k $2.6m $2.6m 0.21% Added +29.3k +29,316
89 Washington Trust Bank 0.17% of their portfolio Spokane, WA 99,05999.1k $2.5m $2.5m 0.17% Reduced -2.0k -2,024
90 Legacy Financial Advisors, Inc. 0.32% of their portfolio COVINGTON, KY 94,09494.1k $2.3m $2.3m 0.32% Reduced -1.6k -1,568
91 Wealthcare Advisory Partners LLC 0.05% of their portfolio WEST CHESTER, PA 93,03693.0k $2.3m $2.3m 0.05% Added +4.9k +4,925
92 Melone Private Wealth, LLC 0.98% of their portfolio AUBURN HILLS, MI 92,88392.9k $2.3m $2.3m 0.98% Added +16.5k +16,463
93 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 91,27791.3k $2.3m $2.3m 0.01% Reduced -618 -618
94 Tradewinds Capital Management, LLC 0.47% of their portfolio BELLINGHAM, WA 90,05090.0k $2.2m $2.2m 0.47% Added +3.9k +3,874
95 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 88,49188.5k $2.2m $2.2m 0.00% Unchanged
96 Aprio Wealth Management, LLC 0.13% of their portfolio ATLANTA, GA 88,38088.4k $2.2m $2.2m 0.13% Added +2.5k +2,499
97 WEALTH MANAGEMENT RESOURCES, INC. 0.77% of their portfolio SMITHFIELD, RI 87,61987.6k $2.2m $2.2m 0.77% Reduced -3.2k -3,154
98 Friday Financial 0.76% of their portfolio DUBUQUE, IA 86,33686.3k $2.2m $2.2m 0.76% Added +13.6k +13,642
99 MATHER GROUP, LLC. 0.02% of their portfolio CHICAGO, IL 86,21086.2k $2.2m $2.2m 0.02% Added +289 +289
100 Wedmont Private Capital 0.07% of their portfolio WEST CHESTER, PA 84,49584.5k $2.1m $2.1m 0.07% Added +44 +44