Vault-13

SPDR SER TR SPYX

SPDR S&P 500 ETF · ETP · CUSIP 78468R796

251 institutional holders +3 vs Q4 2025
19,510,19719.5m shares reported held*
$1.0bnreported value*
18 new 81 added 69 reduced 15 sold out net sold ≈ $151.7m (-2.9m 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 ($27.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $53.17.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 167Q4 22: 165Q1 23: 178Q2 23: 175Q3 23: 181Q4 23: 194Q1 24: 200Q2 24: 206Q3 24: 216Q4 24: 222Q1 25: 217Q2 25: 238Q3 25: 237Q4 25: 248Q1 26: 251251Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022167
Q4 2022165
Q1 2023178
Q2 2023175
Q3 2023181
Q4 2023194
Q1 2024200
Q2 2024206
Q3 2024216
Q4 2024222
Q1 2025217
Q2 2025238
Q3 2025237
Q4 2025248
Q1 2026251

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 24: 78 bought or addedQ2 24: 78 cut or sold outQ3 24: 84 bought or addedQ3 24: 62 cut or sold outQ3 24Q4 24: 76 bought or addedQ4 24: 87 cut or sold outQ1 25: 84 bought or addedQ1 25: 88 cut or sold outQ1 25Q2 25: 102 bought or addedQ2 25: 83 cut or sold outQ3 25: 89 bought or addedQ3 25: 95 cut or sold outQ3 25Q4 25: 106 bought or addedQ4 25: 79 cut or sold outQ1 26: 99 bought or addedQ1 26: 84 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20247878
Q3 20248462
Q4 20247687
Q1 20258488
Q2 202510283
Q3 20258995
Q4 202510679
Q1 20269984

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +61,516+61.5k
ELEVATION POINT WEALTH PARTNERS, LLC New +49,590+49.6k
ROYAL BANK OF CANADA Added +47,737+47.7k
IMC-Chicago, LLC New +33,023+33.0k
Betterment LLC Added +31,204+31.2k
CITADEL ADVISORS LLC New +26,348+26.3k
Mariner, LLC Added +21,165+21.2k
Constant Guidance Financial LLC New +12,835+12.8k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +12,488+12.5k
Gemmer Asset Management LLC Added +10,140+10.1k

Biggest sellers

Windmill Hill Asset Management Ltd Reduced -2,309,535-2.3m
Rathbones Group PLC Sold out -673,224-673.2k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -50,913-50.9k
XPONANCE LLC Reduced -38,710-38.7k
Tidal Investments LLC Sold out -27,802-27.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -26,474-26.5k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -19,373-19.4k
PNC Financial Services Group, Inc. Reduced -9,604-9.6k
&PARTNERS Sold out -6,651-6.7k
AlTi Global, Inc. Reduced -6,504-6.5k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Windmill Hill Asset Management Ltd 66.68% of their portfolio WADDESDON, X0 4,032,3404.0m $213.8m $213.8m 66.68% Reduced -2.3m -2,309,535
2 Choate Investment Advisors 2.47% of their portfolio BOSTON, MA 2,377,7932.4m $126.1m $126.1m 2.47% Reduced -3.7k -3,667
3 Betterment LLC 0.20% of their portfolio NEW YORK, NY 1,971,2822.0m $104.5m $104.5m 0.20% Added +31.2k +31,204
4 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,296,8861.3m $68.8m $68.8m 0.01% Reduced -5.4k -5,351
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,011,2331.0m $53.6m $53.6m 0.00% Added +61.5k +61,516
6 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 512,610512.6k $27.2m $27.2m 0.02% Reduced -9.6k -9,604
7 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 485,750485.8k $25.8m $25.8m 0.01% Added +3.8k +3,755
8 Gemmer Asset Management LLC 1.90% of their portfolio WALNUT CREEK, CA 453,587453.6k $24.1m $24.1m 1.90% Added +10.1k +10,140
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 436,290436.3k $23.1m $23.1m 0.00% Added +2.9k +2,877
10 SPINNAKER TRUST 1.27% of their portfolio PORTLAND, ME 432,061432.1k $22.9m $22.9m 1.27% Added +4.2k +4,211
11 Beacon Pointe Advisors, LLC 0.11% of their portfolio NEWPORT BEACH, CA 398,330398.3k $21.1m $21.1m 0.11% Added +5.0k +4,960
12 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.71% of their portfolio BOSTON, MA 357,185357.2k $18.9m $18.9m 0.71% Added +863 +863
13 Allianz SE 0.18% of their portfolio Munich, 2M 298,008298.0k $15.8m $15.8m 0.18% Unchanged
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 266,749266.7k $14.1m $14.1m 0.00% Added +47.7k +47,737
15 Pathstone Holdings, LLC 0.06% of their portfolio ENGLEWOOD, NJ 266,117266.1k $14.1m $14.1m 0.06% Unchanged
16 Mariner, LLC 0.02% of their portfolio Overland Park, KS 252,208252.2k $13.4m $13.4m 0.02% Added +21.2k +21,165
17 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 238,040238.0k $12.6m $12.6m 0.00% Added +2.7k +2,733
18 GOULD ASSET MANAGEMENT LLC /CA/ 1.68% of their portfolio CLAREMONT, CA 182,436182.4k $9.7m $9.7m 1.68% Added +3.1k +3,055
19 RETIREMENT INCOME SOLUTIONS, INC 1.54% of their portfolio ANN ARBOR, MI 169,450169.4k $9.0m $9.0m 1.54% Reduced -3.6k -3,623
20 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 160,386160.4k $8.5m $8.5m 0.02% Reduced -1.5k -1,543
21 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 156,283156.3k $8.3m $8.3m 0.01% Reduced -19.4k -19,373
22 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 154,946154.9k $8.2m $8.2m 0.01% Added +1.1k +1,118
23 SEEDS INVESTOR LLC 1.10% of their portfolio NEW YORK, NY 142,394142.4k $8.1m $8.1m 1.10% Added +8.3k +8,306
24 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 140,029140.0k $7.4m $7.4m 0.02% Reduced -1.3k -1,314
25 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 123,132123.1k $6.5m $6.5m 0.01% Added +1.3k +1,260
26 UBS Group AG 0.00% of their portfolio ZURICH, V8 107,244107.2k $5.7m $5.7m 0.00% Reduced -5.9k -5,944
27 FOSTER DYKEMA CABOT & PARTNERS, LLC 0.34% of their portfolio WALTHAM, MA 100,831100.8k $5.3m $5.3m 0.34% Unchanged
28 HARBOUR INVESTMENTS, INC. 0.07% of their portfolio MADISON, WI 85,87185.9k $4.6m $4.6m 0.07% Added +1.6k +1,594
29 CRUX WEALTH ADVISORS 1.74% of their portfolio LONG BEACH, CA 85,51485.5k $4.5m $4.5m 1.74% Reduced -183 -183
30 TIFF ADVISORY SERVICES, LLC 1.01% of their portfolio RADNOR, PA 84,41384.4k $4.5m $4.5m 1.01% Reduced -2.1k -2,090
31 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 77,04877.0k $4.1m $4.1m 0.00% Added +1.2k +1,154
32 XPONANCE LLC 0.03% of their portfolio PHILADELPHIA, PA 74,15474.2k $3.9m $3.9m 0.03% Reduced -38.7k -38,710
33 FLPUTNAM INVESTMENT MANAGEMENT CO 0.06% of their portfolio PORTLAND, ME 70,59970.6k $3.7m $3.7m 0.06% Reduced -5.1k -5,095
34 Stonehearth Capital Management, LLC 1.45% of their portfolio DANVERS, MA 68,88468.9k $3.7m $3.7m 1.45% Reduced -2.4k -2,438
35 BROWN BROTHERS HARRIMAN & CO 0.02% of their portfolio NEW YORK, NY 65,87765.9k $3.5m $3.5m 0.02% Unchanged
36 Milestone Investment Advisors LLC 0.79% of their portfolio MIDDLETON, WI 61,46961.5k $3.3m $3.3m 0.79% Added +655 +655
37 ELEVATION POINT WEALTH PARTNERS, LLC 0.06% of their portfolio DENVER, CO 49,59049.6k $2.6m $2.6m 0.06% New
38 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 49,20649.2k $2.6m $2.6m 0.00% Added +649 +649
39 Modera Wealth Management, LLC 0.03% of their portfolio WESTWOOD, NJ 46,40046.4k $2.5m $2.5m 0.03% Reduced -473 -473
40 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 45,44045.4k $2.4m $2.4m 0.00% Reduced -661 -661
41 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 45,11145.1k $2.4m $2.4m 0.00% Added +7.5k +7,547
42 AGF MANAGEMENT LTD 0.01% of their portfolio TORONTO, A6 43,82543.8k $2.3m $2.3m 0.01% Reduced -400 -400
43 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 41,22241.2k $2.2m $2.2m 0.00% Reduced -4.0k -4,038
44 Oxler Private Wealth LLC 0.60% of their portfolio Rye Brook, NY 36,24736.2k $1.9m $1.9m 0.60% Added +67 +67
45 PFG Advisors 0.09% of their portfolio Phoenix, AZ 35,18935.2k $1.9m $1.9m 0.09% Added +204 +204
46 FMR LLC 0.00% of their portfolio BOSTON, MA 34,69334.7k $1.8m $1.8m 0.00% Added +239 +239
47 MASECO LLP 0.06% of their portfolio LONDON, X0 34,15034.1k $1.8m $1.8m 0.06% Unchanged
48 IMC-Chicago, LLC 0.03% of their portfolio CHICAGO, IL 33,02333.0k $1.8m $1.8m 0.03% New
49 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 32,95333.0k $1.7m $1.7m 0.00% Added +3.8k +3,793
50 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 32,94132.9k $1.7m $1.7m 0.00% Reduced -2.1k -2,067
51 Boyd Wealth Management, LLC 0.73% of their portfolio SACRAMENTO, CA 32,71732.7k $1.7m $1.7m 0.73% Reduced -3.4k -3,434
52 MARINO, STRAM & ASSOCIATES LLC 0.31% of their portfolio BRAINTREE, MA 32,57532.6k $1.7m $1.7m 0.31% Reduced -5.8k -5,759
53 Fortis Capital Management LLC 0.23% of their portfolio BELLEVUE, WA 31,73431.7k $1.7m $1.7m 0.23% Added +83 +83
54 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 31,31331.3k $1.7m $1.7m 0.02% Added +1.9k +1,939
55 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 30,92730.9k $1.6m $1.6m 0.01% Added +605 +605
56 CITIZENS FINANCIAL GROUP INC/RI 0.02% of their portfolio PROVIDENCE, RI 30,20030.2k $1.6m $1.6m 0.02% Unchanged
57 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 28,57228.6k $1.5m $1.5m 0.00% Unchanged
58 Operose Advisors LLC 0.35% of their portfolio MILWAUKEE, WI 28,37928.4k $1.5m $1.5m 0.35% Added +6.8k +6,822
59 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 28,02228.0k $1.4m $1.4m 0.00% Added +255 +255
60 Clear Harbor Asset Management, LLC 0.10% of their portfolio Stamford, CT 27,82527.8k $1.5m $1.5m 0.10% Unchanged
61 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 26,57026.6k $1.4m $1.4m 0.00% Added +944 +944
62 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 26,34826.3k $1.4m $1.4m 0.00% New
63 Hanson & Doremus Investment Management 0.16% of their portfolio BURLINGTON, VT 25,46125.5k $1.4m $1.4m 0.16% Unchanged
64 Alesco Advisors, LLC, An ESL Co 0.03% of their portfolio Pittsford, NY 24,81024.8k $1.3m $1.3m 0.03% Reduced -660 -660
65 PFG Investments, LLC 0.06% of their portfolio WOODBURY, NY 24,51724.5k $1.3m $1.3m 0.06% Reduced -313 -313
66 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 24,19924.2k $1.3m $1.3m 0.00% Added +6.2k +6,175
67 CAPITAL CITY TRUST CO/FL 0.29% of their portfolio TALLAHASSEE, FL 24,18324.2k $1.3m $1.3m 0.29% Unchanged
68 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 22,48422.5k $1.2m $1.2m 0.00% Added +1.5k +1,532
69 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 22,36922.4k $1.2m $1.2m 0.00% Reduced -4.4k -4,425
70 BRADLEY FOSTER & SARGENT INC/CT 0.02% of their portfolio HARTFORD, CT 21,49221.5k $1.1m $1.1m 0.02% Reduced -72 -72
71 Essex Financial Services, Inc. 0.06% of their portfolio ESSEX, CT 21,47521.5k $1.1m $1.1m 0.06% Reduced -2.1k -2,137
72 SENTINEL TRUST CO LBA 0.11% of their portfolio HOUSTON, TX 21,26521.3k $1.1m $1.1m 0.11% Unchanged
73 WESCAP Management Group, Inc. 0.22% of their portfolio Glendale, CA 21,22221.2k $1.1m $1.1m 0.22% Reduced -2.2k -2,171
74 Western Wealth Management, LLC 0.04% of their portfolio GOLDEN, CO 21,13221.1k $1.1m $1.1m 0.04% Added +1.9k +1,864
75 eCIO, Inc. 0.48% of their portfolio MADISON, WI 20,79520.8k $1.1m $1.1m 0.48% Added +209 +209
76 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 20,45020.4k $1.1m $1.1m 0.00% Added +7.5k +7,505
77 Avior Wealth Management, LLC 0.03% of their portfolio OMAHA, NE 20,28320.3k $1.1m $1.1m 0.03% Reduced -276 -276
78 Bragg Financial Advisors, Inc 0.03% of their portfolio CHARLOTTE, NC 20,15920.2k $1.1m $1.1m 0.03% Added +100 +100
79 Affinity Capital Advisors, LLC 0.15% of their portfolio BERKELEY, CA 19,71319.7k $1.0m $1.0m 0.15% Reduced -42 -42
80 Bell Investment Advisors, Inc 0.16% of their portfolio ORINDA, CA 19,53019.5k $1.0m $1.0m 0.16% Reduced -220 -220
81 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 19,15619.2k $1.0m $1.0m 0.00% Reduced -2.2k -2,169
82 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 18,75018.8k $994.3k $994.3k 0.00% Reduced -26.5k -26,474
83 HighPoint Advisor Group LLC 0.04% of their portfolio DOWNERS GROVE, IL 18,51318.5k $981.7k $981.7k 0.04% Unchanged
84 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 18,48118.5k $980.0k $980.0k 0.00% Unchanged
85 Johnson Financial Group, LLC 0.06% of their portfolio Denver, CO 18,31118.3k $971.0k $971.0k 0.06% Unchanged
86 RED REEF ADVISORS LLC 1.00% of their portfolio BOCA RATON, FL 18,06818.1k $958.2k $958.2k 1.00% Added +446 +446
87 AlTi Global, Inc. 0.02% of their portfolio NEW YORK, NY 17,99218.0k $954.1k $954.1k 0.02% Reduced -6.5k -6,504
88 Bridgewater Advisors Inc. 0.06% of their portfolio NEW YORK, NY 17,59917.6k $1.1m $1.1m 0.06% Reduced -2.1k -2,095
89 Focus Financial Network, Inc. 0.03% of their portfolio MINNEAPOLIS, MN 16,99917.0k $901.5k $901.5k 0.03% Added +26 +26
90 IMA Advisory Services, Inc. 0.08% of their portfolio DENVER, CO 16,27816.3k $863.2k $863.2k 0.08% Added +40 +40
91 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 16,17316.2k $857.7k $857.7k 0.00% Added +12.5k +12,488
92 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 16,12716.1k $855.2k $855.2k 0.00% Reduced -274 -274
93 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 15,92715.9k $844.6k $844.6k 0.00% Reduced -2.5k -2,514
94 Trevian Wealth Management LLC 0.41% of their portfolio WESTON, MA 15,68615.7k $831.8k $831.8k 0.41% Unchanged
95 Farrow Financial, Inc. 0.46% of their portfolio SOUTH BURLINGTON, VT 15,35415.4k $814.2k $814.2k 0.46% Unchanged
96 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 15,31015.3k $811.9k $811.9k 0.00% Reduced -20 -20
97 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 14,95014.9k $800.7k $800.7k 0.00% Reduced -4.2k -4,204
98 MONETA GROUP INVESTMENT ADVISORS LLC 0.01% of their portfolio ST LOUIS, MO 13,61413.6k $722.0k $722.0k 0.01% Added +29 +29
99 Ally Invest Advisors Inc. 0.05% of their portfolio CHARLOTTE, NC 13,08313.1k $693.8k $693.8k 0.05% Added +741 +741
100 Constant Guidance Financial LLC 0.47% of their portfolio ATTLEBORO FALLS, MA 12,83512.8k $680.6k $680.6k 0.47% New