Vault-13

SPDR SER TR HYMB

NUVEEN BLOOMBERG · ETP · CUSIP 78464A284

424 institutional holders +19 vs Q1 2026
88,318,32988.3m shares reported held*
$2.2bnreported value*
42 new 171 added 128 reduced 23 sold out net bought ≈ $161.1m (+6.3m 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 ($8.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.44. Options: 1 managers hold calls ($524.1k notional), 0 hold puts (—).

Trends to Q2 2026

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: 417Q1 26: 405Q2 26: 424424Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q1 2026405
Q2 2026424

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q1 26: 205 bought or addedQ1 26: 181 cut or sold outQ2 26: 213 bought or addedQ2 26: 151 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024199136
Q4 2024203131
Q1 2025193171
Q2 2025179190
Q3 2025204171
Q4 2025193176
Q1 2026205181
Q2 2026213151

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ3 25 calls: $344.0kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $461.4kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $1.0mQ1 26 puts: $0Q1 26P/C 0.00Q2 26 calls: $524.1kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$344.0k$00.00
Q4 2025$461.4k$00.00
Q1 2026$1.0m$00.00
Q2 2026$524.1k$00.00

Biggest buyers

FMR LLC Added +2,215,087+2.2m
MORGAN STANLEY Added +1,925,547+1.9m
Tradewinds Capital Management, LLC Added +896,806+896.8k
Ocean Park Asset Management, LLC New +848,826+848.8k
RAYMOND JAMES FINANCIAL INC Added +529,680+529.7k
TRUIST FINANCIAL CORP Added +434,873+434.9k
Cetera Investment Advisers Added +413,107+413.1k
AXXCESS WEALTH MANAGEMENT, LLC New +337,256+337.3k
WELLS FARGO & COMPANY/MN Added +321,030+321.0k
Bank of New York Mellon Corp Added +309,053+309.1k

Biggest sellers

Cercano Management LLC Sold out -1,387,825-1.4m
UNITED CAPITAL FINANCIAL ADVISORS, LLC Reduced -577,895-577.9k
GOLDMAN SACHS GROUP INC Reduced -503,907-503.9k
Stratos Wealth Partners, LTD. Reduced -415,533-415.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -394,569-394.6k
JANE STREET GROUP, LLC Sold out -235,375-235.4k
CX Institutional Reduced -192,643-192.6k
JPMORGAN CHASE & CO Reduced -189,765-189.8k
SEI INVESTMENTS CO Reduced -173,318-173.3k
STIFEL FINANCIAL CORP Reduced -138,684-138.7k

Biggest calls

CITADEL ADVISORS LLC Reduced $524.1k20.6k 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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 7,382,6337.4m $187.8m $187.8m 0.05% Added +529.7k +529,680
2 FMR LLC 0.01% of their portfolio BOSTON, MA 6,665,7426.7m $169.6m $169.6m 0.01% Added +2.2m +2,215,087
3 SEI INVESTMENTS CO 0.15% of their portfolio OAKS, PA 6,651,8406.7m $169.2m $169.2m 0.15% Reduced -173.3k -173,318
4 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 6,207,5366.2m $157.9m $157.9m 0.03% Added +321.0k +321,030
5 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 5,132,0875.1m $130.6m $130.6m 0.01% Added +39.1k +39,104
6 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 4,987,7115.0m $126.9m $126.9m 0.01% Reduced -503.9k -503,907
7 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 4,643,4954.6m $118.1m $118.1m 0.01% Added +1.9m +1,925,547
8 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 3,522,5743.5m $89.6m $89.6m 0.02% Added +202.3k +202,270
9 WCG Wealth Advisors LLC 1.11% of their portfolio LAS VEGAS, NV 1,833,6091.8m $46.6m $46.6m 1.11% Added +188.0k +187,970
10 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.56% of their portfolio MINNEAPOLIS, MN 1,678,8991.7m $42.7m $42.7m 0.56% Added +5.0k +4,974
11 Avantax Planning Partners, Inc. 1.04% of their portfolio DUBUQUE, IA 1,646,1291.6m $41.9m $41.9m 1.04% Reduced -35.5k -35,470
12 MERCER GLOBAL ADVISORS INC /ADV 0.05% of their portfolio DENVER, CO 1,624,2321.6m $41.3m $41.3m 0.05% Added +206.9k +206,897
13 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,603,4531.6m $40.8m $40.8m 0.01% Added +309.1k +309,053
14 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,489,1591.5m $37.9m $37.9m 0.01% Reduced -27.4k -27,390
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,217,2941.2m $31.0m $31.0m 0.00% Reduced -1.9k -1,865
16 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 1,175,5151.2m $29.9m $29.9m 0.03% Added +413.1k +413,107
17 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,140,3161.1m $29.0m $29.0m 0.01% Reduced -394.6k -394,569
18 Revolve Wealth Partners, LLC 3.01% of their portfolio Hackensack, NJ 1,137,6611.1m $28.9m $28.9m 3.01% Added +48.7k +48,713
19 Tradewinds Capital Management, LLC 4.49% of their portfolio BELLINGHAM, WA 992,182992.2k $25.2m $25.2m 4.49% Added +896.8k +896,806
20 Ocean Park Asset Management, LLC 1.04% of their portfolio SANTA MONICA, CA 848,826848.8k $21.6m $21.6m 1.04% New
21 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 812,251812.3k $20.7m $20.7m 0.00% Reduced -189.8k -189,765
22 Farther Finance Advisors, LLC 0.14% of their portfolio SAN FRANCISCO, CA 727,550727.5k $18.5m $18.5m 0.14% Added +113.5k +113,498
23 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 578,550578.5k $14.7m $14.7m 0.01% Reduced -76.2k -76,222
24 Sanctuary Advisors, LLC 0.07% of their portfolio INDIANAPOLIS, IN 566,641566.6k $14.4m $14.4m 0.07% Added +15.6k +15,641
25 Jordan Park Group LLC 0.73% of their portfolio SAN FRANCISCO, CA 563,102563.1k $14.3m $14.3m 0.73% Added +871 +871
26 Capital Analysts, LLC 0.30% of their portfolio FORT WASHINGTON, PA 517,732517.7k $13.2m $13.2m 0.30% Added +26.1k +26,058
27 Mariner, LLC 0.01% of their portfolio Overland Park, KS 517,017517.0k $13.2m $13.2m 0.01% Reduced -15.2k -15,164
28 Focus Partners Advisor Solutions, LLC 0.11% of their portfolio SAINT LOUIS, MO 492,206492.2k $12.5m $12.5m 0.11% Reduced -4.8k -4,752
29 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 459,750459.8k $11.7m $11.7m 0.01% Added +434.9k +434,873
30 Parkside Investments, LLC 1.29% of their portfolio DEERFIELD, IL 456,225456.2k $11.6m $11.6m 1.29% Reduced -73.5k -73,450
31 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 446,136446.1k $11.3m $11.3m 0.01% Added +27.6k +27,580
32 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 402,457402.5k $10.2m $10.2m 0.05% Added +129.2k +129,161
33 Brady Martz Wealth Solutions, LLC 1.54% of their portfolio GRAND FORKS, ND 400,105400.1k $10.2m $10.2m 1.54% Reduced -5.2k -5,212
34 Syntegra Private Wealth Group, LLC 0.74% of their portfolio Chesterfield, MO 374,419374.4k $9.5m $9.5m 0.74% Added +14.3k +14,299
35 Capital Asset Advisory Services LLC 0.34% of their portfolio Williamston, MI 370,616370.6k $9.4m $9.4m 0.34% Added +6.4k +6,352
36 Heartwood Wealth Advisors LLC 0.71% of their portfolio RICHMOND, VA 357,483357.5k $9.1m $9.1m 0.71% Added +36.1k +36,091
37 OLD NATIONAL BANCORP /IN/ 0.18% of their portfolio EVANSVILLE, IN 354,391354.4k $9.0m $9.0m 0.18% Added +22.2k +22,198
38 Wealthspire Advisors, LLC 0.05% of their portfolio NEW YORK, NY 338,318338.3k $8.6m $8.6m 0.05% Reduced -7.8k -7,763
39 AXXCESS WEALTH MANAGEMENT, LLC 0.14% of their portfolio CARLSBAD, CA 337,256337.3k $8.6m $8.6m 0.14% New
40 Perigon Wealth Management, LLC 0.13% of their portfolio SAN FRANCISCO, CA 330,455330.5k $8.4m $8.4m 0.13% Reduced -31.8k -31,824
41 Dakota Wealth Management 0.16% of their portfolio PALM BEACH GARDENS, FL 330,291330.3k $8.4m $8.4m 0.16% Added +31.2k +31,182
42 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 320,863320.9k $8.2m $8.2m 0.01% Added +3.7k +3,657
43 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 315,868315.9k $8.0m $8.0m 0.00% Reduced -15.4k -15,358
44 Savvy Advisors, Inc. 0.17% of their portfolio NEW YORK, NY 313,162313.2k $8.0m $8.0m 0.17% Added +86.9k +86,892
45 OneDigital Investment Advisors LLC 0.06% of their portfolio OVERLAND PARK, KS 297,113297.1k $7.6m $7.6m 0.06% Added +6.2k +6,198
46 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 290,252290.3k $7.4m $7.4m 0.00% Added +26.2k +26,160
47 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.04% of their portfolio IRVING, TX 287,712287.7k $7.3m $7.3m 0.04% Reduced -577.9k -577,895
48 Merit Financial Group, LLC 0.04% of their portfolio ALPHARETTA, GA 278,045278.0k $7.1m $7.1m 0.04% Added +32.8k +32,783
49 EXCHANGE TRADED CONCEPTS, LLC 0.03% of their portfolio Oklahoma City, OK 274,426274.4k $7.0m $7.0m 0.03% New
50 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 262,914262.9k $6.7m $6.7m 0.01% Added +25.2k +25,187
51 Keystone Financial Group 0.39% of their portfolio LEXINGTON, KY 256,304256.3k $6.5m $6.5m 0.39% Added +26.7k +26,718
52 Modera Wealth Management, LLC 0.07% of their portfolio WESTWOOD, NJ 254,007254.0k $6.5m $6.5m 0.07% Added +7.4k +7,397
53 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 253,585253.6k $6.5m $6.5m 0.00% Added +40.8k +40,843
54 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 249,161249.2k $6.3m $6.3m 0.02% Reduced -5.3k -5,286
55 Austin Wealth Management, LLC 1.32% of their portfolio Austin, TX 247,742247.7k $6.2m $6.2m 1.32% Reduced -6.8k -6,751
56 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 243,026243.0k $6.2m $6.2m 0.01% Added +62.5k +62,461
57 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.09% of their portfolio Seattle, WA 236,639236.6k $6.0m $6.0m 0.09% Reduced -79.4k -79,355
58 Avidian Wealth Enterprises, LLC 0.16% of their portfolio Houston, TX 231,178231.2k $5.9m $5.9m 0.16% Added +15.5k +15,476
59 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 210,755210.8k $5.4m $5.4m 0.01% Added +23.0k +23,031
60 CGN Advisors LLC 0.39% of their portfolio MANHATTAN, KS 209,254209.3k $5.3m $5.3m 0.39% Added +5.4k +5,356
61 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 197,537197.5k $5.0m $5.0m 0.01% Added +170.6k +170,637
62 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 194,548194.5k $4.9m $4.9m 0.02% Added +4.6k +4,640
63 Chemistry Wealth Management LLC 0.79% of their portfolio NEW YORK, NY 192,201192.2k $4.9m $4.9m 0.79% Unchanged
64 MY Wealth Management Inc. 3.38% of their portfolio GERMANTOWN, MD 188,531188.5k $4.8m $4.8m 3.38% New
65 High Net Worth Advisory Group LLC 1.00% of their portfolio NAPLES, FL 184,350184.3k $4.7m $4.7m 1.00% Reduced -2.5k -2,542
66 KESTRA PRIVATE WEALTH SERVICES, LLC 0.05% of their portfolio AUSTIN, TX 180,093180.1k $4.6m $4.6m 0.05% Reduced -1.8k -1,784
67 Erickson Financial Group, LLC 2.38% of their portfolio ALLENTOWN, PA 174,515174.5k $4.4m $4.4m 2.38% Reduced -2.1k -2,102
68 Global Retirement Partners, LLC 0.07% of their portfolio San Rafael, CA 172,780172.8k $4.4m $4.4m 0.07% First filing
69 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 166,558166.6k $4.2m $4.2m 0.01% Added +1.9k +1,891
70 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 154,080154.1k $3.9m $3.9m 0.00% Added +80.9k +80,949
71 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 151,803151.8k $3.9m $3.9m 0.01% Added +20.5k +20,490
72 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 146,551146.6k $3.7m $3.7m 0.01% Reduced -13.8k -13,844
73 BENJAMIN EDWARDS INC 0.03% of their portfolio Clayton, MO 144,023144.0k $3.7m $3.7m 0.03% Reduced -62.8k -62,820
74 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 128,626128.6k $3.3m $3.3m 0.01% Reduced -10.1k -10,061
75 Oakwell Private Wealth Management, LLC 0.54% of their portfolio Austin, TX 127,563127.6k $3.2m $3.2m 0.54% Added +10.7k +10,679
76 Bragg Financial Advisors, Inc 0.09% of their portfolio CHARLOTTE, NC 127,558127.6k $3.2m $3.2m 0.09% Added +24.2k +24,216
77 Prime Capital Investment Advisors, LLC 0.03% of their portfolio OVERLAND PARK, KS 125,683125.7k $3.2m $3.2m 0.03% Reduced -19.0k -18,992
78 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 121,185121.2k $3.1m $3.1m 0.00% Reduced -138.7k -138,684
79 Melone Private Wealth, LLC 1.17% of their portfolio AUBURN HILLS, MI 120,582120.6k $3.1m $3.1m 1.17% Reduced -12.5k -12,490
80 AJ Advisors, LLC 0.95% of their portfolio NASHVILLE, TN 119,670119.7k $3.0m $3.0m 0.95% New
81 Harbor Group, Inc. 0.35% of their portfolio BEDFORD, NH 117,607117.6k $3.0m $3.0m 0.35% Reduced -786 -786
82 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 117,420117.4k $3.0m $3.0m 0.00% Reduced -498 -498
83 Financial Partners Group, Inc 0.30% of their portfolio Overland Park, KS 115,678115.7k $2.9m $2.9m 0.30% Added +1.8k +1,786
84 Missouri Trust & Investment Co 0.77% of their portfolio SPRINGFIELD, MO 114,330114.3k $2.8m $2.8m 0.77% Added +42.9k +42,930
85 Diversified Portfolios, Inc. 0.21% of their portfolio Bloomfield Hills, MI 114,124114.1k $2.9m $2.9m 0.21% Added +8.9k +8,870
86 CIBC Bancorp USA Inc. 0.00% of their portfolio CHICAGO, IL 110,611110.6k $2.8m $2.8m 0.00% Added +22.1k +22,120
87 SigFig Wealth Management, LLC 0.07% of their portfolio SAN FRANCISCO, CA 109,265109.3k $2.8m $2.8m 0.07% Added +16.8k +16,827
88 First Interstate Bank 0.14% of their portfolio Billings, MT 106,385106.4k $2.7m $2.7m 0.14% Added +69.6k +69,615
89 Prentice Wealth Management LLC 0.55% of their portfolio Rochester, NY 105,502105.5k $2.7m $2.7m 0.55% Reduced -19.5k -19,522
90 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 101,951102.0k $2.6m $2.6m 0.00% Added +7.3k +7,284
91 Wealthcare Advisory Partners LLC 0.05% of their portfolio WEST CHESTER, PA 101,813101.8k $2.6m $2.6m 0.05% Added +3.3k +3,326
92 LAUREL OAK WEALTH MANAGEMENT, LLC 0.36% of their portfolio MARLTON, NJ 95,83495.8k $2.4m $2.4m 0.36% Added +15.7k +15,665
93 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 95,68295.7k $2.4m $2.4m 0.01% Added +3.1k +3,085
94 Tower Research Capital LLC (TRC) 0.06% of their portfolio NEW YORK, NY 95,11895.1k $2.4m $2.4m 0.06% New
95 Friday Financial 0.63% of their portfolio DUBUQUE, IA 92,42792.4k $2.3m $2.3m 0.63% Added +2.3k +2,289
96 Aprio Wealth Management, LLC 0.12% of their portfolio ATLANTA, GA 92,26992.3k $2.3m $2.3m 0.12% Added +704 +704
97 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 92,24592.2k $2.3m $2.3m 0.01% Added +6.2k +6,153
98 Legacy Financial Advisors, Inc. 0.28% of their portfolio COVINGTON, KY 91,24591.2k $2.3m $2.3m 0.28% Reduced -1.3k -1,340
99 FourThought Financial Partners, LLC 0.17% of their portfolio VENICE, FL 88,57688.6k $2.3m $2.3m 0.17% Added +111 +111
100 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 88,05888.1k $2.2m $2.2m 0.01% Reduced -1.7k -1,747