Vault-13

SPDR SER TR SPYD

PRTFLO S&P500 HI · ETP · CUSIP 78468R788

522 institutional holders +18 vs Q1 2026
40,524,43440.5m shares reported held*
$2.0bnreported value*
54 new 199 added 139 reduced 31 sold out net sold ≈ $120.1m (-2.5m 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 ($4.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $48.59. Options: 2 managers hold calls ($6.1m notional), 3 hold puts ($8.8m).

Trends to Q2 2026

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: 457Q3 25: 454Q4 25: 477Q1 26: 504Q2 26: 522522Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 2025454
Q4 2025477
Q1 2026504
Q2 2026522

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q3 25: 229 bought or addedQ3 25: 156 cut or sold outQ4 25: 221 bought or addedQ4 25: 188 cut or sold outQ4 25Q1 26: 261 bought or addedQ1 26: 171 cut or sold outQ2 26: 253 bought or addedQ2 26: 170 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024219147
Q4 2024212172
Q1 2025227175
Q2 2025200198
Q3 2025229156
Q4 2025221188
Q1 2026261171
Q2 2026253170

Calls vs puts

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

CallsPuts
$0$2.5m$5m$7.5m$10mQ3 25 calls: $4.3mQ3 25 puts: $774.4kQ3 25P/C 0.18Q4 25 calls: $5.2mQ4 25 puts: $462.8kQ4 25P/C 0.09Q1 26 calls: $5.3mQ1 26 puts: $1.3mQ1 26P/C 0.25Q2 26 calls: $6.1mQ2 26 puts: $8.8mQ2 26P/C 1.44
Numbers
QuarterCallsPutsP/C
Q3 2025$4.3m$774.4k0.18
Q4 2025$5.2m$462.8k0.09
Q1 2026$5.3m$1.3m0.25
Q2 2026$6.1m$8.8m1.44

Biggest buyers

LPL Financial LLC Added +451,571+451.6k
Advisors Capital Management, LLC Added +305,693+305.7k
Tidal Investments LLC New +296,777+296.8k
Qube Research & Technologies Ltd Added +235,509+235.5k
Total Clarity Wealth Management, Inc. Added +138,491+138.5k
Cambridge Investment Research Advisors, Inc. Added +130,597+130.6k
OSAIC HOLDINGS, INC. Added +116,137+116.1k
BANK OF AMERICA CORP /DE/ Added +92,678+92.7k
Jump Financial, LLC New +89,621+89.6k
MORGAN STANLEY Added +88,230+88.2k

Biggest sellers

AMERIPRISE FINANCIAL INC Reduced -3,959,183-4.0m
Auto-Owners Insurance Co Reduced -690,000-690.0k
BNP PARIBAS FINANCIAL MARKETS Reduced -143,325-143.3k
First Command Advisory Services, Inc. Reduced -137,426-137.4k
Genesee Capital Advisors, LLC Reduced -132,358-132.4k
Banque Cantonale Vaudoise Sold out -102,075-102.1k
UBS Group AG Reduced -78,196-78.2k
GOLDMAN SACHS GROUP INC Reduced -78,051-78.1k
WHITE PINE CAPITAL LLC Reduced -73,118-73.1k
Gateway Wealth Partners, LLC Reduced -70,967-71.0k

Biggest calls

CITADEL ADVISORS LLC Added $4.4m91.5k shares
JANE STREET GROUP, LLC Reduced $1.8m37.0k shares

Biggest puts

Parallax Volatility Advisers, L.P. New $7.2m150.0k shares
CITADEL ADVISORS LLC Added $1.3m28.1k shares
JANE STREET GROUP, LLC Added $343.5k7.2k 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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 5,115,2105.1m $244.0m $244.0m 0.05% Added +451.6k +451,571
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 3,449,1903.4m $164.6m $164.6m 0.01% Added +92.7k +92,678
3 VANTAGEPOINT INVESTMENT ADVISERS LLC 1.18% of their portfolio WASHINGTON, DC 3,315,1283.3m $158.2m $158.2m 1.18% Unchanged
4 Auto-Owners Insurance Co 2.21% of their portfolio LANSING, MI 2,050,0002.0m $97.8m $97.8m 2.21% Reduced -690.0k -690,000
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,682,4171.7m $80.3m $80.3m 0.00% Added +88.2k +88,230
6 SBI Securities Co., Ltd. 1.56% of their portfolio TOKYO, M0 1,437,6811.4m $68.6m $68.6m 1.56% Reduced -41.5k -41,475
7 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 790,973791.0k $37.7m $37.7m 0.01% Added +56.4k +56,418
8 First Command Advisory Services, Inc. 0.21% of their portfolio FORT WORTH, TX 729,859729.9k $34.8m $34.8m 0.21% Reduced -137.4k -137,426
9 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 705,786705.8k $33.7m $33.7m 0.01% Added +10.0k +10,042
10 UBS Group AG 0.01% of their portfolio ZURICH, V8 689,145689.1k $32.9m $32.9m 0.01% Reduced -78.2k -78,196
11 Curran Financial Partners, LLC 4.34% of their portfolio DANIEL ISLAND, SC 611,552611.6k $29.2m $29.2m 4.34% Added +55.3k +55,336
12 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 581,680581.7k $27.8m $27.8m 0.03% Added +23.8k +23,778
13 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 532,010532.0k $25.4m $25.4m 0.01% Added +15.5k +15,524
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 515,233515.2k $24.6m $24.6m 0.00% Added +40.7k +40,693
15 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 503,977504.0k $24.0m $24.0m 0.00% Reduced -12.8k -12,759
16 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 467,508467.5k $21.3m $21.3m 0.01% Added +14.1k +14,116
17 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 455,223455.2k $21.7m $21.7m 0.03% Added +116.1k +116,137
18 Dakota Wealth Management 0.37% of their portfolio PALM BEACH GARDENS, FL 400,874400.9k $19.1m $19.1m 0.37% Added +8.8k +8,806
19 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 396,673396.7k $18.9m $18.9m 0.00% Reduced -4.0m -3,959,183
20 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 396,211396.2k $18.9m $18.9m 0.02% Added +54.6k +54,556
21 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 320,224320.2k $15.3m $15.3m 0.02% Reduced -379 -379
22 Financial Gravity Companies, Inc. 2.47% of their portfolio Lakeway, TX 318,591318.6k $15.2m $15.2m 2.47% First filing
23 Wealthfront Advisers LLC 0.03% of their portfolio Palo Alto, CA 311,737311.7k $14.9m $14.9m 0.03% Added +29.3k +29,306
24 Advisors Capital Management, LLC 0.16% of their portfolio RIDGEWOOD, NJ 310,099310.1k $14.8m $14.8m 0.16% Added +305.7k +305,693
25 Tidal Investments LLC 0.03% of their portfolio Milwaukee, WI 296,777296.8k $14.2m $14.2m 0.03% New
26 Total Clarity Wealth Management, Inc. 2.53% of their portfolio ST. CHARLES, IL 273,088273.1k $13.0m $13.0m 2.53% Added +138.5k +138,491
27 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 258,056258.1k $12.3m $12.3m 0.01% Added +130.6k +130,597
28 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 257,757257.8k $12.5m $12.5m 0.00% Added +17.0k +16,995
29 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 256,501256.5k $12.2m $12.2m 0.00% Reduced -78.1k -78,051
30 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 246,515246.5k $11.8m $11.8m 0.02% Added +3.1k +3,081
31 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 235,511235.5k $11.2m $11.2m 0.01% Added +235.5k +235,509
32 Vestmark Advisory Solutions, Inc. 0.10% of their portfolio Wakefield, MA 232,596232.6k $11.1m $11.1m 0.10% Unchanged
33 StoneX Group Inc. 0.42% of their portfolio NEW YORK, NY 219,905219.9k $10.5m $10.5m 0.42% Added +14.5k +14,543
34 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 210,836210.8k $10.1m $10.1m 0.01% Reduced -232 -232
35 SWS Partners 2.14% of their portfolio COLUMBUS, OH 207,359207.4k $9.9m $9.9m 2.14% Reduced -34.7k -34,672
36 Keystone Financial Planning, Inc. 2.43% of their portfolio CLEVELAND, OH 197,430197.4k $9.4m $9.4m 2.43% Added +1.1k +1,111
37 FIRST HAWAIIAN BANK 1.18% of their portfolio HONOLULU, HI 195,322195.3k $9.3m $9.3m 1.18% Unchanged
38 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 193,151193.2k $9.2m $9.2m 0.01% Added +2.0k +1,993
39 COWA, LLC 2.27% of their portfolio Tulsa, OK 189,929189.9k $9.1m $9.1m 2.27% Added +2.1k +2,055
40 Elite Financial, Inc. 3.44% of their portfolio LEWISTON, ID 178,638178.6k $8.5m $8.5m 3.44% Reduced -14.1k -14,123
41 Cercano Management LLC 1.11% of their portfolio BELLEVUE, WA 174,939174.9k $8.3m $8.3m 1.11% Reduced -43.0k -42,974
42 Mesirow Financial Investment Management, Inc. 0.13% of their portfolio CHICAGO, IL 167,993168.0k $8.0m $8.0m 0.13% Added +21.5k +21,487
43 Waterloo Capital, L.P. 0.44% of their portfolio AUSTIN, TX 163,735163.7k $7.8m $7.8m 0.44% Added +7.4k +7,408
44 Daiwa Securities Group Inc. 0.02% of their portfolio CHIYODA-KU,TOKYO, M0 162,306162.3k $7.7m $7.7m 0.02% Unchanged
45 Crescent Grove Advisors, LLC 0.62% of their portfolio LAKE FOREST, IL 154,026154.0k $7.3m $7.3m 0.62% Added +9.1k +9,097
46 Systematic Alpha Investments, LLC 0.19% of their portfolio PRINCETON, NJ 147,601147.6k $7.0m $7.0m 0.19% Unchanged
47 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 142,067142.1k $6.8m $6.8m 0.00% Added +29.6k +29,633
48 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 128,722128.7k $6.1m $6.1m 0.00% Reduced -143.3k -143,325
49 CGN Advisors LLC 0.44% of their portfolio MANHATTAN, KS 125,264125.3k $6.0m $6.0m 0.44% Reduced -463 -463
50 Curi Capital, LLC 0.09% of their portfolio CHICAGO, IL 124,700124.7k $5.9m $5.9m 0.09% Unchanged
51 Jefferies Financial Group Inc. 0.05% of their portfolio NEW YORK, NY 124,279124.3k $5.9m $5.9m 0.05% Added +4.0k +3,950
52 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 123,795123.8k $5.9m $5.9m 0.02% Added +8.1k +8,149
53 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 123,255123.3k $5.9m $5.9m 0.03% Added +7.3k +7,335
54 Venture Visionary Partners LLC 0.16% of their portfolio Sylvania, OH 119,017119.0k $5.7m $5.7m 0.16% Reduced -38 -38
55 Asset One Wealth Management LLC 0.58% of their portfolio BELLEVUE, WA 112,959113.0k $5.5m $5.5m 0.58% Added +21.8k +21,778
56 Phoenix Wealth Advisors 1.75% of their portfolio CHAPEL HILL, NC 108,866108.9k $5.2m $5.2m 1.75% Added +49.6k +49,602
57 BIP Wealth, LLC 0.15% of their portfolio ATLANTA, GA 107,943107.9k $5.1m $5.1m 0.15% Reduced -3.0k -3,040
58 Waverly Advisors, LLC 0.03% of their portfolio BIRMINGHAM, AL 107,764107.8k $5.1m $5.1m 0.03% Reduced -159 -159
59 D.A. DAVIDSON & CO. 0.03% of their portfolio GREAT FALLS, MT 99,11399.1k $4.7m $4.7m 0.03% Added +7.1k +7,057
60 Allworth Financial LP 0.02% of their portfolio FOLSOM, CA 98,51098.5k $4.7m $4.7m 0.02% Reduced -6.4k -6,396
61 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 96,40496.4k $4.6m $4.6m 0.02% Added +5.6k +5,624
62 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 94,39294.4k $4.6m $4.6m 0.00% Added +33.6k +33,584
63 Jump Financial, LLC 0.04% of their portfolio Chicago, IL 89,62189.6k $4.3m $4.3m 0.04% New
64 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 88,79688.8k $4.2m $4.2m 0.01% Added +261 +261
65 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 87,01687.0k $4.2m $4.2m 0.06% Added +47.0k +47,042
66 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 86,91986.9k $4.1m $4.1m 0.00% Reduced -11.0k -10,998
67 Western Wealth Management, LLC 0.13% of their portfolio GOLDEN, CO 86,47986.5k $4.1m $4.1m 0.13% Added +2.0k +1,973
68 Geneos Wealth Management Inc. 0.08% of their portfolio ENGLEWOOD, CO 85,52285.5k $4.1m $4.1m 0.08% Added +1.8k +1,796
69 CALTON & ASSOCIATES, INC. 0.59% of their portfolio Tampa, FL 84,48884.5k $4.0m $4.0m 0.59% Reduced -43.4k -43,436
70 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 79,95380.0k $3.8m $3.8m 0.00% Added +3.9k +3,948
71 WealthPlan Investment Management, LLC 0.19% of their portfolio OMAHA, NE 79,79579.8k $3.8m $3.8m 0.19% Reduced -961 -961
72 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 79,52679.5k $3.8m $3.8m 0.01% Added +19.7k +19,714
73 Heartwood Wealth Advisors LLC 0.29% of their portfolio RICHMOND, VA 78,77678.8k $3.8m $3.8m 0.29% Added +3.5k +3,529
74 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 78,33778.3k $3.7m $3.7m 0.00% New
75 Ashton Thomas Private Wealth, LLC 0.08% of their portfolio SCOTTSDALE, AZ 78,17078.2k $3.7m $3.7m 0.08% Reduced -184 -184
76 Global Strategic Investment Solutions, LLC 0.33% of their portfolio Scottsdale, AZ 77,35477.4k $3.7m $3.7m 0.33% Added +518 +518
77 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 77,10277.1k $3.7m $3.7m 0.00% Reduced -16.8k -16,806
78 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 76,78676.8k $3.7m $3.7m 0.01% Added +871 +871
79 Avior Wealth Management, LLC 0.09% of their portfolio OMAHA, NE 74,38774.4k $3.5m $3.5m 0.09% New
80 WHITE PINE CAPITAL LLC 0.83% of their portfolio BLOOMINGTON, MN 73,62673.6k $3.5m $3.5m 0.83% Reduced -73.1k -73,118
81 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 72,24172.2k $3.4m $3.4m 0.01% New
82 Independent Wealth Network Inc. 0.88% of their portfolio URBANDALE, IA 72,22872.2k $3.4m $3.4m 0.88% Added +7.6k +7,583
83 Parallax Volatility Advisers, L.P. 0.13% of their portfolio San Francisco, CA 71,45571.5k $3.4m $3.4m 0.13% New
84 Advisor OS, LLC 0.23% of their portfolio CHICAGO, IL 71,38471.4k $3.4m $3.4m 0.23% New
85 Mariner, LLC 0.00% of their portfolio Overland Park, KS 71,25471.3k $3.4m $3.4m 0.00% Reduced -24.8k -24,818
86 Gateway Wealth Partners, LLC 0.20% of their portfolio APPLETON, WI 70,58570.6k $3.4m $3.4m 0.20% Reduced -71.0k -70,967
87 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 68,35568.4k $3.3m $3.3m 0.02% Added +10.9k +10,862
88 NAN FUNG TRINITY (HK) LTD 0.32% of their portfolio CENTRAL, HONG KONG, K3 67,50067.5k $3.2m $3.2m 0.32% Unchanged
89 Prospera Financial Services Inc 0.05% of their portfolio Dallas, TX 67,39767.4k $3.2m $3.2m 0.05% Added +6.6k +6,606
90 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 66,10866.1k $3.2m $3.2m 0.00% Reduced -483 -483
91 FMR LLC 0.00% of their portfolio BOSTON, MA 64,91064.9k $3.1m $3.1m 0.00% Reduced -8.1k -8,091
92 Tower Research Capital LLC (TRC) 0.08% of their portfolio NEW YORK, NY 64,66064.7k $3.1m $3.1m 0.08% Added +1.2k +1,196
93 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 64,42564.4k $3.1m $3.1m 0.01% Reduced -3.9k -3,894
94 World Investment Advisors 0.05% of their portfolio LINCROFT, NJ 63,86363.9k $3.0m $3.0m 0.05% Reduced -6.9k -6,937
95 Econ Financial Services Corp 1.41% of their portfolio HARRISBURG, PA 63,28663.3k $3.0m $3.0m 1.41% Added +1.7k +1,724
96 Trajan Wealth LLC 0.11% of their portfolio SCOTTSDALE, AZ 61,75361.8k $2.9m $2.9m 0.11% Reduced -2.5k -2,452
97 Wealthspire Advisors, LLC 0.02% of their portfolio NEW YORK, NY 58,44358.4k $2.8m $2.8m 0.02% Unchanged
98 First PREMIER Bank 0.45% of their portfolio SIOUX FALLS, SD 58,43758.4k $2.8m $2.8m 0.45% Added +889 +889
99 TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio STAMFORD, CT 58,02358.0k $2.8m $2.8m 0.01% New
100 V2 Financial group LLC 1.03% of their portfolio NAPERVILLE, IL 57,96358.0k $2.8m $2.8m 1.03% Added +11.8k +11,811