Vault-13

SPDR SER TR ONEY

RUSSELL YIELD · ETP · CUSIP 78468R770

119 institutional holders +6 vs Q1 2026
4,690,8694.7m shares reported held*
$601.0mreported value*
15 new 43 added 32 reduced 8 sold out net sold ≈ $81.8m (-638.5k 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. Holder counts are more reliable. Implied quarter-end price ≈ $128.13.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 72Q4 22: 87Q1 23: 93Q2 23: 88Q3 23: 88Q4 23: 97Q1 24: 101Q2 24: 108Q3 24: 104Q4 24: 120Q1 25: 116Q2 25: 112Q3 25: 105Q4 25: 109Q1 26: 113Q2 26: 119119Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202272
Q4 202287
Q1 202393
Q2 202388
Q3 202388
Q4 202397
Q1 2024101
Q2 2024108
Q3 2024104
Q4 2024120
Q1 2025116
Q2 2025112
Q3 2025105
Q4 2025109
Q1 2026113
Q2 2026119

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 52 bought or addedQ3 24: 44 cut or sold outQ4 24: 65 bought or addedQ4 24: 32 cut or sold outQ4 24Q1 25: 55 bought or addedQ1 25: 44 cut or sold outQ2 25: 49 bought or addedQ2 25: 49 cut or sold outQ2 25Q3 25: 49 bought or addedQ3 25: 40 cut or sold outQ4 25: 52 bought or addedQ4 25: 44 cut or sold outQ4 25Q1 26: 54 bought or addedQ1 26: 42 cut or sold outQ2 26: 58 bought or addedQ2 26: 40 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245244
Q4 20246532
Q1 20255544
Q2 20254949
Q3 20254940
Q4 20255244
Q1 20265442
Q2 20265840

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +355,217+355.2k
GOLDMAN SACHS GROUP INC Added +35,319+35.3k
Kestra Investment Management, LLC Added +26,114+26.1k
FIDUCIARY FINANCIAL ADVISORS New +12,753+12.8k
Creative Planning Added +12,212+12.2k
JONES FINANCIAL COMPANIES LLLP Added +10,717+10.7k
Mariner, LLC Added +9,921+9.9k
ENVESTNET ASSET MANAGEMENT INC Added +9,898+9.9k
Equitable Holdings, Inc. Added +9,801+9.8k
Cetera Investment Advisers Added +9,251+9.3k

Biggest sellers

Alaska Permanent Fund Corp Reduced -1,133,892-1.1m
Pathfinder Wealth Consulting, Inc. Sold out -9,432-9.4k
LPL Financial LLC Reduced -7,016-7.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -4,469-4.5k
Meridian Wealth Management, LLC Sold out -4,189-4.2k
CITADEL ADVISORS LLC Sold out -3,327-3.3k
World Investment Advisors Sold out -2,763-2.8k
RAYMOND JAMES FINANCIAL INC Reduced -2,211-2.2k
Financial Freedom, LLC Sold out -2,209-2.2k
Lebenthal Global Advisors, LLC Reduced -2,009-2.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cambridge Investment Research Advisors, Inc. 0.10% of their portfolio FAIRFIELD, IA 700,502700.5k $89.7m $89.7m 0.10% Added +355.2k +355,217
2 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 592,995593.0k $76.0m $76.0m 0.02% Reduced -7.0k -7,016
3 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 586,984587.0k $75.1m $75.1m 0.02% Reduced -1.5k -1,465
4 Alaska Permanent Fund Corp 4.13% of their portfolio JUNEAU, AK 486,597486.6k $62.3m $62.3m 4.13% Reduced -1.1m -1,133,892
5 Kestra Investment Management, LLC 0.94% of their portfolio AUSTIN, TX 376,930376.9k $48.3m $48.3m 0.94% Added +26.1k +26,114
6 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 254,984255.0k $32.7m $32.7m 0.02% Added +12.2k +12,212
7 Mariner, LLC 0.03% of their portfolio Overland Park, KS 226,543226.5k $29.0m $29.0m 0.03% Added +9.9k +9,921
8 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 171,325171.3k $21.9m $21.9m 0.01% Reduced -2.2k -2,211
9 Lebenthal Global Advisors, LLC 1.96% of their portfolio Hauppauge, NY 113,557113.6k $14.5m $14.5m 1.96% Reduced -2.0k -2,009
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 104,734104.7k $13.4m $13.4m 0.00% Added +9.9k +9,898
11 Waverly Advisors, LLC 0.05% of their portfolio BIRMINGHAM, AL 71,71371.7k $9.2m $9.2m 0.05% Added +6.1k +6,059
12 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 68,23268.2k $8.7m $8.7m 0.01% Added +9.3k +9,251
13 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 59,99960.0k $7.7m $7.7m 0.00% Added +5.3k +5,346
14 Steward Partners Investment Advisory, LLC 0.04% of their portfolio STAMFORD, CT 56,49256.5k $7.2m $7.2m 0.04% Reduced -872 -872
15 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 53,57253.6k $6.9m $6.9m 0.04% Added +9.8k +9,801
16 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 46,04546.0k $5.9m $5.9m 0.00% Added +35.3k +35,319
17 Kingsview Wealth Management, LLC 0.07% of their portfolio GRANTS PASS, OR 43,30043.3k $5.5m $5.5m 0.07% Added +424 +424
18 Holos Integrated Wealth LLC 2.61% of their portfolio KENNETT SQUARE, PA 42,66042.7k $5.6m $5.6m 2.61% Reduced -868 -868
19 Collaborative Wealth Managment Inc. 2.17% of their portfolio LAKE MARY, FL 40,20440.2k $5.2m $5.2m 2.17% Added +2.3k +2,346
20 FMA Wealth Management, LLC 3.11% of their portfolio DUXBURY, MA 37,91537.9k $4.9m $4.9m 3.11% Reduced -541 -541
21 Family Investment Center, Inc. 0.74% of their portfolio Saint Joseph, MO 34,95835.0k $4.5m $4.5m 0.74% Reduced -947 -947
22 Savvy Advisors, Inc. 0.10% of their portfolio NEW YORK, NY 34,85734.9k $4.5m $4.5m 0.10% Added +4.1k +4,110
23 Pallas Capital Advisors LLC 0.13% of their portfolio BRAINTREE, MA 32,93432.9k $4.2m $4.2m 0.13% Added +824 +824
24 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 32,36332.4k $4.1m $4.1m 0.00% Added +1.7k +1,701
25 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 32,27632.3k $4.1m $4.1m 0.00% Added +932 +932
26 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 28,10228.1k $3.6m $3.6m 0.00% Added +10.7k +10,717
27 IHT Wealth Management, LLC 0.06% of their portfolio Chicago, IL 22,19822.2k $2.8m $2.8m 0.06% Added +2.4k +2,429
28 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 18,00018.0k $2.3m $2.3m 0.01% Reduced -831 -831
29 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 16,40016.4k $2.1m $2.1m 0.00% Added +771 +771
30 Capital Analysts, LLC 0.04% of their portfolio FORT WASHINGTON, PA 14,00614.0k $1.8m $1.8m 0.04% Added +113 +113
31 Crumly & Associates Inc. 0.34% of their portfolio SPRINGFIELD, IL 13,72313.7k $1.8m $1.8m 0.34% Unchanged
32 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 13,13313.1k $1.7m $1.7m 0.01% Reduced -52 -52
33 FIDUCIARY FINANCIAL ADVISORS 0.17% of their portfolio GRAND RAPIDS, MI 12,75312.8k $1.6m $1.6m 0.17% New
34 LEAVELL INVESTMENT MANAGEMENT, INC. 0.06% of their portfolio MOBILE, AL 12,57012.6k $1.6m $1.6m 0.06% Reduced -1.6k -1,596
35 Horizon Wealth Management, LLC 0.18% of their portfolio LA GRANGE, IL 11,18611.2k $1.4m $1.4m 0.18% Reduced -849 -849
36 PRECEDENT WEALTH PARTNERS, LLC 0.23% of their portfolio HOUSTON, TX 10,92910.9k $1.4m $1.4m 0.23% Reduced -1.9k -1,855
37 Fifth Third Securities, Inc. 0.08% of their portfolio Cincinnati, OH 10,64710.6k $1.4m $1.4m 0.08% Added +17 +17
38 Bonfire Financial 0.79% of their portfolio COLORADO SPRINGS, CO 9,6569.7k $1.2m $1.2m 0.79% Reduced -922 -922
39 Venture Visionary Partners LLC 0.03% of their portfolio Sylvania, OH 8,6968.7k $1.1m $1.1m 0.03% Unchanged
40 CoreFirst Bank & Trust 0.53% of their portfolio TOPEKA, KS 8,3958.4k $1.1m $1.1m 0.53% Added +157 +157
41 SageView Advisory Group, LLC 0.03% of their portfolio Newport Beach, CA 8,1488.1k $1.0m $1.0m 0.03% New
42 WORLD EQUITY GROUP, INC. 0.22% of their portfolio SCHAUMBURG, IL 7,5267.5k $964.1k $964.1k 0.22% Added +3.8k +3,783
43 Essex Financial Services, Inc. 0.05% of their portfolio ESSEX, CT 7,1277.1k $913.0k $913.0k 0.05% Reduced -264 -264
44 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 6,8616.9k $879.0k $879.0k 0.00% Added +321 +321
45 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 6,6356.6k $850.1k $850.1k 0.00% Added +2.9k +2,881
46 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 6,1876.2k $792.6k $792.6k 0.00% Reduced -4.5k -4,469
47 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 5,9285.9k $759.4k $759.4k 0.00% Reduced -606 -606
48 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 5,8555.9k $750.0k $750.0k 0.00% Reduced -511 -511
49 Creekside Partners 0.26% of their portfolio PETALUMA, CA 5,5875.6k $715.7k $715.7k 0.26% Added +41 +41
50 Cornerstone Wealth Management, LLC 0.03% of their portfolio ST. PETERS, MO 5,0015.0k $640.6k $640.6k 0.03% Added +1.1k +1,054
51 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 4,7304.7k $605.9k $605.9k 0.01% Added +2.3k +2,306
52 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 4,6034.6k $589.6k $589.6k 0.00% Added +11 +11
53 Gladstone Institutional Advisory LLC 0.02% of their portfolio Bedminster, NJ 4,5444.5k $582.1k $582.1k 0.02% Added +190 +190
54 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 4,1144.1k $527.0k $527.0k 0.00% Reduced -1.4k -1,417
55 NorthRock Partners, LLC 0.01% of their portfolio MINNEAPOLIS, MN 3,9654.0k $508.0k $508.0k 0.01% Added +4 +4
56 Insight Advisors, LLC/ PA 0.08% of their portfolio Newtown, PA 3,7363.7k $478.6k $478.6k 0.08% Reduced -505 -505
57 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 3,6993.7k $473.9k $473.9k 0.00% Unchanged
58 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,6113.6k $462.6k $462.6k 0.00% Reduced -289 -289
59 Ally Invest Advisors Inc. 0.03% of their portfolio CHARLOTTE, NC 3,5253.5k $451.6k $451.6k 0.03% Added +355 +355
60 Valmark Advisers, Inc. 0.00% of their portfolio AKRON, OH 3,3963.4k $435.0k $435.0k 0.00% Reduced -223 -223
61 Prime Capital Investment Advisors, LLC 0.00% of their portfolio OVERLAND PARK, KS 2,8702.9k $367.6k $367.6k 0.00% Added +82 +82
62 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 2,8642.9k $366.0k $366.0k 0.02% Reduced -36 -36
63 IVC Wealth Advisors LLC 0.14% of their portfolio SILVERDALE, PA 2,8552.9k $365.7k $365.7k 0.14% Unchanged
64 Western Wealth Management, LLC 0.01% of their portfolio GOLDEN, CO 2,8042.8k $359.2k $359.2k 0.01% Unchanged
65 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,7842.8k $356.6k $356.6k 0.00% Added +275 +275
66 Portland Financial Advisors Inc 0.65% of their portfolio PORT WASHINGTON, NY 2,7752.8k $355.5k $355.5k 0.65% Unchanged
67 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 2,7372.7k $350.7k $350.7k 0.01% Added +810 +810
68 NewEdge Wealth, LLC 0.00% of their portfolio STAMFORD, CT 2,6512.7k $339.5k $339.5k 0.00% Reduced -217 -217
69 Financial Partners Group, Inc 0.03% of their portfolio Overland Park, KS 2,6292.6k $336.8k $336.8k 0.03% Unchanged
70 McAdam, LLC 0.01% of their portfolio Philadelphia, PA 2,5462.5k $326.1k $326.1k 0.01% Reduced -208 -208
71 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,4812.5k $317.8k $317.8k 0.00% First filing
72 XML Financial, LLC 0.02% of their portfolio BETHESDA, MD 2,4802.5k $317.7k $317.7k 0.02% Reduced -30 -30
73 CAP Partners, LLC 0.15% of their portfolio FRANKLIN, TN 2,4242.4k $310.5k $310.5k 0.15% Added +36 +36
74 Cascade Financial Partners, LLC 0.03% of their portfolio SAN DIEGO, CA 2,3992.4k $307.3k $307.3k 0.03% Unchanged
75 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 2,3582.4k $302.1k $302.1k 0.00% New
76 Lutz Financial Services LLC 0.02% of their portfolio OMAHA, NE 2,2952.3k $294.0k $294.0k 0.02% Unchanged
77 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 2,2372.2k $291.1k $291.1k 0.00% Added +472 +472
78 IMC-Chicago, LLC 0.00% of their portfolio CHICAGO, IL 2,2252.2k $285.0k $285.0k 0.00% Unchanged
79 RDA Financial Network 0.06% of their portfolio AKRON, IA 2,0372.0k $260.9k $260.9k 0.06% Added +155 +155
80 Meriwether Wealth & Planning, LLC 0.11% of their portfolio MINDEN, LA 1,7731.8k $227.1k $227.1k 0.11% Added +26 +26
81 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 1,7601.8k $225.4k $225.4k 0.00% New
82 Main Street Financial Solutions, LLC 0.01% of their portfolio NEWTOWN, PA 1,6401.6k $210.1k $210.1k 0.01% New
83 Rodgers & Associates, LTD 0.02% of their portfolio Lancaster, PA 1,6361.6k $209.6k $209.6k 0.02% New
84 J.W. COLE ADVISORS, INC. 0.00% of their portfolio TAMPA, FL 1,6121.6k $206.4k $206.4k 0.00% New
85 Diversify Advisory Services, LLC 0.00% of their portfolio SANDY, UT 1,5531.6k $206.2k $206.2k 0.00% New
86 DIVERSIFY WEALTH MANAGEMENT, LLC 0.00% of their portfolio SANDY, UT 1,5531.6k $206.2k $206.2k 0.00% New
87 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,4741.5k $189.0k $189.0k 0.00% Reduced -30 -30
88 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,4521.5k $186.0k $186.0k 0.00% Unchanged
89 Keating Financial Advisory Services, Inc. 0.02% of their portfolio MANHATTAN, KS 1,2211.2k $156.4k $156.4k 0.02% Reduced -462 -462
90 Continuum Advisory, LLC 0.01% of their portfolio EAGLE, ID 1,0701.1k $137.1k $137.1k 0.01% New
91 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 1,0041.0k $128.6k $128.6k 0.00% Unchanged
92 Cornerstone Planning Group LLC 0.01% of their portfolio FAIRFIELD, NJ 692692 $90.5k $90.5k 0.01% Added +4 +4
93 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 634634 $81.8k $81.8k 0.00% Reduced -68 -68
94 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 600600 $76.9k $76.9k 0.00% Unchanged
95 Orion Capital Management LLC 0.02% of their portfolio CORONADO, CA 546546 $70.0k $70.0k 0.02% Unchanged
96 FMR LLC 0.00% of their portfolio BOSTON, MA 534534 $68.4k $68.4k 0.00% Reduced -70 -70
97 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.02% of their portfolio WALTHAM, MA 472472 $60.5k $60.5k 0.02% Added +1 +1
98 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 435435 $55.8k $55.8k 0.00% Added +3 +3
99 Walsh & Associates, LLC 0.04% of their portfolio SARASOTA, FL 415415 $53.2k $53.2k 0.04% Unchanged
100 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 294294 $37.7k $37.7k 0.00% Unchanged