Vault-13

SPDR SER TR SPYD

PRTFLO S&P500 HI · ETP · CUSIP 78468R788

457 institutional holders -7 vs Q1 2025
49,448,29349.4m shares reported held*
$2.1bnreported value*
34 new 166 added 158 reduced 40 sold out net bought ≈ $167.7m (+3.9m 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 ($1.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $42.43. Options: 3 managers hold calls ($3.4m notional), 1 hold puts ($517.8k).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 387Q4 22: 422Q1 23: 416Q2 23: 412Q3 23: 391Q4 23: 421Q1 24: 408Q2 24: 413Q3 24: 433Q4 24: 459Q1 25: 464Q2 25: 457457Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022387
Q4 2022422
Q1 2023416
Q2 2023412
Q3 2023391
Q4 2023421
Q1 2024408
Q2 2024413
Q3 2024433
Q4 2024459
Q1 2025464
Q2 2025457

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 23: 158 bought or addedQ3 23: 210 cut or sold outQ4 23: 166 bought or addedQ4 23: 202 cut or sold outQ4 23Q1 24: 176 bought or addedQ1 24: 194 cut or sold outQ2 24: 171 bought or addedQ2 24: 185 cut or sold outQ2 24Q3 24: 219 bought or addedQ3 24: 147 cut or sold outQ4 24: 212 bought or addedQ4 24: 172 cut or sold outQ4 24Q1 25: 227 bought or addedQ1 25: 175 cut or sold outQ2 25: 200 bought or addedQ2 25: 198 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023158210
Q4 2023166202
Q1 2024176194
Q2 2024171185
Q3 2024219147
Q4 2024212172
Q1 2025227175
Q2 2025200198

Calls vs puts

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

CallsPuts
$0$2m$4m$6mQ3 24 calls: $2.8mQ3 24 puts: $456.5kQ3 24P/C 0.16Q4 24 calls: $3.5mQ4 24 puts: $1.3mQ4 24P/C 0.37Q1 25 calls: $4.2mQ1 25 puts: $1.3mQ1 25P/C 0.30Q2 25 calls: $3.4mQ2 25 puts: $517.8kQ2 25P/C 0.15
Numbers
QuarterCallsPutsP/C
Q3 2024$2.8m$456.5k0.16
Q4 2024$3.5m$1.3m0.37
Q1 2025$4.2m$1.3m0.30
Q2 2025$3.4m$517.8k0.15

Biggest buyers

Auto-Owners Insurance Co Added +1,348,900+1.3m
AMERIPRISE FINANCIAL INC Added +896,333+896.3k
ROYAL BANK OF CANADA Added +407,615+407.6k
LPL Financial LLC Added +281,141+281.1k
Vestmark Advisory Solutions, Inc. Added +137,171+137.2k
GTS SECURITIES LLC New +132,552+132.6k
Daiwa Securities Group Inc. Added +131,411+131.4k
PETERSON WEALTH MANAGEMENT New +121,023+121.0k
GOLDMAN SACHS GROUP INC Added +116,335+116.3k
RAYMOND JAMES FINANCIAL INC Added +95,457+95.5k

Biggest sellers

WELLS FARGO & COMPANY/MN Reduced -216,466-216.5k
JPMORGAN CHASE & CO Reduced -92,832-92.8k
Geneos Wealth Management Inc. Reduced -86,322-86.3k
Private Advisor Group, LLC Reduced -80,784-80.8k
TWO SIGMA INVESTMENTS, LP Sold out -57,000-57.0k
Mariner, LLC Reduced -54,951-55.0k
Mirae Asset Global Investments Co., Ltd. Sold out -51,600-51.6k
MORGAN STANLEY Reduced -36,641-36.6k
Strategic Financial Concepts, LLC Sold out -26,112-26.1k
CITIGROUP INC Reduced -24,471-24.5k

Biggest calls

CITADEL ADVISORS LLC Reduced $2.9m67.4k shares
JANE STREET GROUP, LLC Reduced $280.1k6.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $267.4k6.3k shares

Biggest puts

CITADEL ADVISORS LLC Reduced $517.8k12.2k shares

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.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Meiji Yasuda Life Insurance Co 13.38% of their portfolio TOKYO, M0 10,592,14610.6m $449.5m $449.5m 13.38% Unchanged
2 LPL Financial LLC 0.06% of their portfolio FORT MILL, SC 4,427,5314.4m $187.9m $187.9m 0.06% Added +281.1k +281,141
3 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 3,764,3413.8m $159.7m $159.7m 0.04% Added +896.3k +896,333
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 3,122,5573.1m $132.5m $132.5m 0.01% Added +8.1k +8,109
5 Auto-Owners Insurance Co 1.94% of their portfolio LANSING, MI 2,050,0002.0m $86.9m $86.9m 1.94% Added +1.3m +1,348,900
6 SBI Securities Co., Ltd. 1.87% of their portfolio TOKYO, M0 1,534,8391.5m $65.1m $65.1m 1.87% Added +7.7k +7,661
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,475,2241.5m $62.6m $62.6m 0.00% Reduced -36.6k -36,641
8 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,023,3671.0m $43.4m $43.4m 0.01% Reduced -216.5k -216,466
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 934,180934.2k $39.6m $39.6m 0.00% Added +407.6k +407,615
10 First Command Advisory Services, Inc. 0.32% of their portfolio FORT WORTH, TX 870,612870.6k $36.9m $36.9m 0.32% Added +35.5k +35,496
11 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 671,161671.2k $28.5m $28.5m 0.01% Added +40.6k +40,590
12 UBS Group AG 0.01% of their portfolio ZURICH, V8 647,675647.7k $27.5m $27.5m 0.01% Added +23.3k +23,267
13 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 608,877608.9k $25.8m $25.8m 0.03% Added +53.7k +53,725
14 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 557,879557.9k $23.7m $23.7m 0.00% Reduced -3.2k -3,206
15 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 554,807554.8k $23.5m $23.5m 0.01% Added +95.5k +95,457
16 Vestmark Advisory Solutions, Inc. 0.28% of their portfolio Wakefield, MA 455,944455.9k $19.4m $19.4m 0.28% Added +137.2k +137,171
17 Curran Financial Partners, LLC 4.23% of their portfolio DANIEL ISLAND, SC 450,729450.7k $19.1m $19.1m 4.23% Reduced -22.1k -22,133
18 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 407,883407.9k $17.3m $17.3m 0.01% Added +8.6k +8,586
19 Barry Investment Advisors, LLC 3.97% of their portfolio NEW BEDFORD, MA 375,953376.0k $16.0m $16.0m 3.97% Added +18.9k +18,935
20 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 375,265375.3k $15.9m $15.9m 0.00% Added +116.3k +116,335
21 Dakota Wealth Management 0.30% of their portfolio PALM BEACH GARDENS, FL 333,498333.5k $14.2m $14.2m 0.30% Added +24.2k +24,158
22 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 299,625299.6k $12.7m $12.7m 0.03% Added +17.7k +17,729
23 Financial Gravity Companies, Inc. 2.35% of their portfolio Lakeway, TX 282,168282.2k $12.0m $12.0m 2.35% First filing
24 Wealthfront Advisers LLC 0.03% of their portfolio Palo Alto, CA 281,181281.2k $11.9m $11.9m 0.03% Added +13.6k +13,587
25 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 255,407255.4k $10.8m $10.8m 0.02% Added +52.8k +52,834
26 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 237,820237.8k $10.1m $10.1m 0.01% Added +47.9k +47,869
27 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 220,187220.2k $9.3m $9.3m 0.00% Reduced -92.8k -92,832
28 SWS Partners 2.50% of their portfolio COLUMBUS, OH 218,491218.5k $9.3m $9.3m 2.50% Added +3.1k +3,143
29 Cercano Management LLC 0.26% of their portfolio BELLEVUE, WA 217,913217.9k $9.2m $9.2m 0.26% Unchanged
30 Waterloo Capital, L.P. 0.73% of their portfolio AUSTIN, TX 214,256214.3k $9.1m $9.1m 0.73% Reduced -18.8k -18,777
31 StoneX Group Inc. 0.43% of their portfolio NEW YORK, NY 207,028207.0k $8.8m $8.8m 0.43% Added +21.6k +21,648
32 Keystone Financial Planning, Inc. 2.53% of their portfolio CLEVELAND, OH 196,936196.9k $8.4m $8.4m 2.53% Added +384 +384
33 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 196,328196.3k $8.3m $8.3m 0.01% Added +6.6k +6,614
34 Banque Cantonale Vaudoise 0.34% of their portfolio LAUSANNE, V8 195,905195.9k $8.3m $8.3m 0.34% Added +59.6k +59,640
35 FIRST HAWAIIAN BANK 1.13% of their portfolio HONOLULU, HI 195,322195.3k $8.3m $8.3m 1.13% Unchanged
36 Elite Financial, Inc. 4.11% of their portfolio LEWISTON, ID 195,143195.1k $8.4m $8.4m 4.11% Added +3.3k +3,259
37 Daiwa Securities Group Inc. 0.03% of their portfolio CHIYODA-KU,TOKYO, M0 194,578194.6k $8.3m $8.3m 0.03% Added +131.4k +131,411
38 COWA, LLC 3.13% of their portfolio Tulsa, OK 193,365193.4k $8.2m $8.2m 3.13% Reduced -2.2k -2,152
39 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 188,969189.0k $8.0m $8.0m 0.01% Reduced -1.8k -1,764
40 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 163,152163.2k $6.9m $6.9m 0.02% Added +23.3k +23,284
41 CWM, LLC 0.02% of their portfolio OMAHA, NE 155,863155.9k $6.6m $6.6m 0.02% Added +7.5k +7,488
42 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 153,588153.6k $6.5m $6.5m 0.01% Added +93.1k +93,100
43 WealthPlan Investment Management, LLC 0.46% of their portfolio OMAHA, NE 149,494149.5k $6.3m $6.3m 0.46% Reduced -20.9k -20,892
44 Genesee Capital Advisors, LLC 2.83% of their portfolio AUBURN, NY 148,802148.8k $6.3m $6.3m 2.83% Added +3.3k +3,341
45 Systematic Alpha Investments, LLC 0.22% of their portfolio PRINCETON, NJ 147,601147.6k $6.3m $6.3m 0.22% Unchanged
46 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 146,741146.7k $6.2m $6.2m 0.02% Added +10.2k +10,209
47 Integrated Wealth Concepts LLC 0.06% of their portfolio WALTHAM, MA 142,326142.3k $6.0m $6.0m 0.06% Reduced -9.0k -8,971
48 Crescent Grove Advisors, LLC 0.58% of their portfolio LAKE FOREST, IL 139,789139.8k $5.9m $5.9m 0.58% Added +5.5k +5,510
49 U.S. Capital Wealth Advisors, LLC 0.17% of their portfolio AUSTIN, TX 138,868138.9k $5.9m $5.9m 0.17% Reduced -899 -899
50 BIP Wealth, LLC 0.35% of their portfolio ATLANTA, GA 134,147134.1k $5.7m $5.7m 0.35% Reduced -2.8k -2,757
51 GTS SECURITIES LLC 0.25% of their portfolio NEW YORK, NY 132,552132.6k $5.6m $5.6m 0.25% New
52 Curi Capital, LLC 0.10% of their portfolio CHICAGO, IL 127,750127.8k $5.4m $5.4m 0.10% Unchanged
53 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 126,495126.5k $5.4m $5.4m 0.00% Added +8.6k +8,631
54 Gunma Bank,Ltd. 1.70% of their portfolio GUNMA, M0 122,394122.4k $5.2m $5.2m 1.70% Unchanged
55 PETERSON WEALTH MANAGEMENT 3.05% of their portfolio SPARKS, NV 121,023121.0k $5.1m $5.1m 3.05% New
56 Jefferies Financial Group Inc. 0.08% of their portfolio NEW YORK, NY 120,970121.0k $5.1m $5.1m 0.08% Added +13.8k +13,809
57 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 117,211117.2k $5.0m $5.0m 0.00% Reduced -4.5k -4,508
58 Heartwood Wealth Advisors LLC 0.52% of their portfolio RICHMOND, VA 117,020117.0k $5.0m $5.0m 0.52% Added +2.9k +2,880
59 CALTON & ASSOCIATES, INC. 0.86% of their portfolio Tampa, FL 117,005117.0k $5.0m $5.0m 0.86% Added +4.5k +4,502
60 Mesirow Financial Investment Management, Inc. 0.09% of their portfolio CHICAGO, IL 110,938110.9k $4.7m $4.7m 0.09% Added +12.9k +12,920
61 Venture Visionary Partners LLC 0.17% of their portfolio Sylvania, OH 108,584108.6k $4.6m $4.6m 0.17% Reduced -1.2k -1,177
62 Allworth Financial LP 0.02% of their portfolio FOLSOM, CA 100,955101.0k $4.3m $4.3m 0.02% Reduced -103 -103
63 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 100,812100.8k $4.3m $4.3m 0.02% Added +2.9k +2,902
64 CGN Advisors LLC 0.38% of their portfolio MANHATTAN, KS 100,602100.6k $4.3m $4.3m 0.38% Added +4.7k +4,666
65 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 99,04599.0k $4.2m $4.2m 0.03% Added +7.6k +7,599
66 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 98,99599.0k $4.2m $4.2m 0.01% Added +1.5k +1,486
67 Mariner, LLC 0.01% of their portfolio Overland Park, KS 93,46893.5k $4.0m $4.0m 0.01% Reduced -55.0k -54,951
68 Independent Wealth Network Inc. 1.35% of their portfolio URBANDALE, IA 87,17687.2k $3.7m $3.7m 1.35% Added +2.0k +2,041
69 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 86,92086.9k $3.7m $3.7m 0.02% Reduced -80.8k -80,784
70 Waverly Advisors, LLC 0.04% of their portfolio BIRMINGHAM, AL 86,24186.2k $3.7m $3.7m 0.04% Added +3.7k +3,700
71 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 84,88284.9k $3.6m $3.6m 0.00% Added +8.5k +8,513
72 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 84,85684.9k $3.6m $3.6m 0.00% Added +10.2k +10,153
73 First PREMIER Bank 0.87% of their portfolio SIOUX FALLS, SD 84,71784.7k $3.6m $3.6m 0.87% Added +4.0k +4,025
74 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 83,37883.4k $3.5m $3.5m 0.02% Added +18.0k +17,995
75 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 82,01182.0k $3.5m $3.5m 0.02% Added +625 +625
76 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 81,79881.8k $3.5m $3.5m 0.01% Reduced -2.5k -2,463
77 Ashton Thomas Private Wealth, LLC 0.12% of their portfolio SCOTTSDALE, AZ 77,52677.5k $3.3m $3.3m 0.12% Reduced -534 -534
78 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 77,33377.3k $3.3m $3.3m 0.02% Reduced -1.3k -1,318
79 Advisor OS, LLC 0.32% of their portfolio CHICAGO, IL 77,00177.0k $3.3m $3.3m 0.32% New
80 Farrow Financial, Inc. 1.96% of their portfolio SOUTH BURLINGTON, VT 76,27876.3k $3.2m $3.2m 1.96% Added +214 +214
81 Global Strategic Investment Solutions, LLC 0.34% of their portfolio Scottsdale, AZ 75,33075.3k $3.2m $3.2m 0.34% Reduced -2.4k -2,411
82 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 74,52474.5k $3.2m $3.2m 0.00% New
83 Geneos Wealth Management Inc. 0.08% of their portfolio ENGLEWOOD, CO 74,47474.5k $3.2m $3.2m 0.08% Reduced -86.3k -86,322
84 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 74,02574.0k $3.1m $3.1m 0.01% Added +15.0k +15,021
85 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 71,62671.6k $2.0m $2.0m 0.02% Reduced -1.3k -1,276
86 Gateway Wealth Partners, LLC 0.56% of their portfolio APPLETON, WI 70,05870.1k $3.0m $3.0m 0.56% Added +3.3k +3,252
87 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 66,22866.2k $2.8m $2.8m 0.01% Added +3.7k +3,728
88 MISSION WEALTH MANAGEMENT, LP 0.06% of their portfolio Santa Barbara, CA 65,95166.0k $2.8m $2.8m 0.06% Reduced -2.3k -2,315
89 Trajan Wealth LLC 0.13% of their portfolio SCOTTSDALE, AZ 64,50864.5k $2.7m $2.7m 0.13% Reduced -4.4k -4,433
90 GREENBERG FINANCIAL GROUP 1.12% of their portfolio TUCSON, AZ 62,74462.7k $3.0m $3.0m 1.12% Added +750 +750
91 WHITE PINE CAPITAL LLC 0.82% of their portfolio BLOOMINGTON, MN 60,69960.7k $2.6m $2.6m 0.82% Reduced -2.7k -2,687
92 FLAGSHIP HARBOR ADVISORS, LLC 0.12% of their portfolio BOSTON, MA 59,88959.9k $2.5m $2.5m 0.12% Added +47.4k +47,359
93 Innovative Wealth Building LLC 2.06% of their portfolio California, MD 58,68058.7k $2.5m $2.5m 2.06% Reduced -10.1k -10,063
94 Wealthspire Advisors, LLC 0.01% of their portfolio NEW YORK, NY 58,30158.3k $2.5m $2.5m 0.01% Added +78 +78
95 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 57,58257.6k $2.4m $2.4m 0.02% Reduced -10.7k -10,671
96 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 57,10057.1k $2.4m $2.4m 0.02% Reduced -4.0k -3,951
97 WEDBUSH SECURITIES INC 0.08% of their portfolio PASADENA, CA 54,02654.0k $2.3m $2.3m 0.08% Reduced -8.5k -8,528
98 FMR LLC 0.00% of their portfolio BOSTON, MA 53,36153.4k $2.3m $2.3m 0.00% Added +10.1k +10,053
99 Prospera Financial Services Inc 0.04% of their portfolio Dallas, TX 53,12753.1k $2.3m $2.3m 0.04% Added +34.7k +34,704
100 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 51,74051.7k $2.2m $2.2m 0.01% Added +30 +30