Vault-13

SPDR SER TR SPYX

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

269 institutional holders +18 vs Q1 2026
21,339,52121.3m shares reported held*
$1.3bnreported value*
23 new 89 added 77 reduced 9 sold out net bought ≈ $110.0m (+1.8m 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 ($824.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $61.15.

Trends to Q2 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: 251Q2 26: 269269Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026269

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 84 bought or addedQ3 24: 62 cut or sold outQ4 24: 76 bought or addedQ4 24: 87 cut or sold outQ4 24Q1 25: 84 bought or addedQ1 25: 88 cut or sold outQ2 25: 102 bought or addedQ2 25: 83 cut or sold outQ2 25Q3 25: 89 bought or addedQ3 25: 95 cut or sold outQ4 25: 106 bought or addedQ4 25: 79 cut or sold outQ4 25Q1 26: 99 bought or addedQ1 26: 84 cut or sold outQ2 26: 112 bought or addedQ2 26: 86 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20248462
Q4 20247687
Q1 20258488
Q2 202510283
Q3 20258995
Q4 202510679
Q1 20269984
Q2 202611286

Biggest buyers

Windmill Hill Asset Management Ltd Added +1,393,810+1.4m
Cambridge Investment Research Advisors, Inc. Added +169,779+169.8k
BANK OF AMERICA CORP /DE/ Added +76,282+76.3k
GOLDMAN SACHS GROUP INC Added +66,788+66.8k
AXXCESS WEALTH MANAGEMENT, LLC New +48,803+48.8k
XPONANCE LLC Added +47,214+47.2k
SEEDS INVESTOR LLC Added +30,774+30.8k
SPINNAKER TRUST Added +22,966+23.0k
MORGAN STANLEY Added +20,431+20.4k
AMERIPRISE FINANCIAL INC Added +19,505+19.5k

Biggest sellers

Choate Investment Advisors Reduced -99,456-99.5k
PARTNERS CAPITAL INVESTMENT GROUP, LLP Reduced -65,958-66.0k
PNC Financial Services Group, Inc. Reduced -46,042-46.0k
Mariner, LLC Reduced -40,551-40.6k
ROYAL BANK OF CANADA Reduced -37,839-37.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -10,385-10.4k
CITADEL ADVISORS LLC Reduced -7,373-7.4k
Beacon Pointe Advisors, LLC Reduced -7,000-7.0k
Independent Advisor Alliance Sold out -6,667-6.7k
GOULD ASSET MANAGEMENT LLC /CA/ Reduced -6,430-6.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Windmill Hill Asset Management Ltd 73.99% of their portfolio WADDESDON, X0 5,426,1505.4m $331.5m $331.5m 73.99% Added +1.4m +1,393,810
2 Choate Investment Advisors 2.45% of their portfolio BOSTON, MA 2,278,3372.3m $139.2m $139.2m 2.45% Reduced -99.5k -99,456
3 Betterment LLC 0.20% of their portfolio NEW YORK, NY 1,981,5622.0m $121.1m $121.1m 0.20% Added +10.3k +10,280
4 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,296,3571.3m $79.2m $79.2m 0.01% Reduced -529 -529
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,087,5151.1m $66.4m $66.4m 0.00% Added +76.3k +76,282
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 498,471498.5k $30.5m $30.5m 0.01% Added +12.7k +12,721
7 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 466,568466.6k $28.5m $28.5m 0.01% Reduced -46.0k -46,042
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 456,721456.7k $27.9m $27.9m 0.00% Added +20.4k +20,431
9 SPINNAKER TRUST 1.35% of their portfolio PORTLAND, ME 455,027455.0k $27.8m $27.8m 1.35% Added +23.0k +22,966
10 Gemmer Asset Management LLC 1.85% of their portfolio WALNUT CREEK, CA 451,355451.4k $27.6m $27.6m 1.85% Reduced -2.2k -2,232
11 Beacon Pointe Advisors, LLC 0.11% of their portfolio NEWPORT BEACH, CA 391,330391.3k $23.9m $23.9m 0.11% Reduced -7.0k -7,000
12 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 309,808309.8k $18.9m $18.9m 0.02% Added +169.8k +169,779
13 Allianz SE 0.19% of their portfolio Munich, 2M 298,008298.0k $18.2m $18.2m 0.19% Unchanged
14 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.63% of their portfolio BOSTON, MA 291,227291.2k $17.8m $17.8m 0.63% Reduced -66.0k -65,958
15 Pathstone Holdings, LLC 0.05% of their portfolio ENGLEWOOD, NJ 269,933269.9k $16.5m $16.5m 0.05% Added +3.8k +3,816
16 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 257,545257.5k $15.7m $15.7m 0.00% Added +19.5k +19,505
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 228,910228.9k $14.0m $14.0m 0.00% Reduced -37.8k -37,839
18 Mariner, LLC 0.01% of their portfolio Overland Park, KS 211,657211.7k $12.9m $12.9m 0.01% Reduced -40.6k -40,551
19 GOULD ASSET MANAGEMENT LLC /CA/ 1.69% of their portfolio CLAREMONT, CA 176,006176.0k $10.8m $10.8m 1.69% Reduced -6.4k -6,430
20 SEEDS INVESTOR LLC 1.09% of their portfolio NEW YORK, NY 173,168173.2k $10.6m $10.6m 1.09% Added +30.8k +30,774
21 RETIREMENT INCOME SOLUTIONS, INC 1.50% of their portfolio ANN ARBOR, MI 164,718164.7k $8.7m $8.7m 1.50% Reduced -4.7k -4,732
22 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 160,095160.1k $9.8m $9.8m 0.01% Reduced -291 -291
23 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 156,328156.3k $9.6m $9.6m 0.01% Added +1.4k +1,382
24 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 155,573155.6k $9.5m $9.5m 0.01% Reduced -710 -710
25 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 121,445121.4k $7.4m $7.4m 0.01% Reduced -1.7k -1,687
26 XPONANCE LLC 0.05% of their portfolio PHILADELPHIA, PA 121,368121.4k $7.4m $7.4m 0.05% Added +47.2k +47,214
27 UBS Group AG 0.00% of their portfolio ZURICH, V8 110,863110.9k $6.8m $6.8m 0.00% Added +3.6k +3,619
28 FOSTER DYKEMA CABOT & PARTNERS, LLC 0.36% of their portfolio WALTHAM, MA 100,831100.8k $6.2m $6.2m 0.36% Unchanged
29 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 99,74199.7k $6.1m $6.1m 0.00% Added +66.8k +66,788
30 TIFF ADVISORY SERVICES, LLC 1.32% of their portfolio RADNOR, PA 88,36588.4k $5.4m $5.4m 1.32% Added +4.0k +3,952
31 CRUX WEALTH ADVISORS 1.82% of their portfolio LONG BEACH, CA 85,85685.9k $5.2m $5.2m 1.82% Added +342 +342
32 HARBOUR INVESTMENTS, INC. 0.07% of their portfolio MADISON, WI 81,21581.2k $5.0m $5.0m 0.07% Reduced -4.7k -4,656
33 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 78,20878.2k $4.8m $4.8m 0.00% Added +1.2k +1,160
34 FLPUTNAM INVESTMENT MANAGEMENT CO 0.05% of their portfolio PORTLAND, ME 70,63270.6k $4.3m $4.3m 0.05% Added +33 +33
35 Stonehearth Capital Management, LLC 1.43% of their portfolio DANVERS, MA 68,71068.7k $4.2m $4.2m 1.43% Reduced -174 -174
36 BROWN BROTHERS HARRIMAN & CO 0.02% of their portfolio NEW YORK, NY 65,87765.9k $4.0m $4.0m 0.02% Unchanged
37 Milestone Investment Advisors LLC 0.81% of their portfolio MIDDLETON, WI 61,35261.4k $3.7m $3.7m 0.81% Reduced -117 -117
38 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 49,76949.8k $3.0m $3.0m 0.00% Added +4.3k +4,329
39 ELEVATION POINT WEALTH PARTNERS, LLC 0.06% of their portfolio DENVER, CO 49,59049.6k $3.0m $3.0m 0.06% Unchanged
40 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 48,97049.0k $3.0m $3.0m 0.00% Added +3.9k +3,859
41 AXXCESS WEALTH MANAGEMENT, LLC 0.05% of their portfolio CARLSBAD, CA 48,80348.8k $3.0m $3.0m 0.05% New
42 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 48,53748.5k $3.0m $3.0m 0.00% Reduced -669 -669
43 Modera Wealth Management, LLC 0.03% of their portfolio WESTWOOD, NJ 47,36847.4k $2.9m $2.9m 0.03% Added +968 +968
44 IMC-Chicago, LLC 0.03% of their portfolio CHICAGO, IL 44,84844.8k $2.7m $2.7m 0.03% Added +11.8k +11,825
45 AGF MANAGEMENT LTD 0.01% of their portfolio TORONTO, A6 43,92543.9k $2.7m $2.7m 0.01% Added +100 +100
46 Oxler Private Wealth LLC 0.72% of their portfolio Rye Brook, NY 41,18141.2k $2.5m $2.5m 0.72% Added +4.9k +4,934
47 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 41,13641.1k $2.5m $2.5m 0.00% Reduced -86 -86
48 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 40,44740.4k $2.4m $2.4m 0.00% Added +16.2k +16,248
49 FMR LLC 0.00% of their portfolio BOSTON, MA 35,25835.3k $2.2m $2.2m 0.00% Added +565 +565
50 PFG Advisors 0.11% of their portfolio Phoenix, AZ 35,10035.1k $2.1m $2.1m 0.11% Reduced -89 -89
51 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 34,89534.9k $2.1m $2.1m 0.01% Added +12.4k +12,411
52 MASECO LLP 0.06% of their portfolio LONDON, X0 34,15034.1k $2.1m $2.1m 0.06% Unchanged
53 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 33,46333.5k $2.0m $2.0m 0.00% Added +522 +522
54 MARINO, STRAM & ASSOCIATES LLC 0.32% of their portfolio BRAINTREE, MA 33,02833.0k $2.0m $2.0m 0.32% Added +453 +453
55 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 32,41332.4k $2.0m $2.0m 0.02% Added +1.1k +1,100
56 Fortis Capital Management LLC 0.22% of their portfolio BELLEVUE, WA 31,65531.7k $1.9m $1.9m 0.22% Reduced -79 -79
57 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 31,05231.1k $1.9m $1.9m 0.01% Added +125 +125
58 CITIZENS FINANCIAL GROUP INC/RI 0.02% of their portfolio PROVIDENCE, RI 30,20030.2k $1.8m $1.8m 0.02% Unchanged
59 Operose Advisors LLC 0.35% of their portfolio MILWAUKEE, WI 29,79729.8k $1.8m $1.8m 0.35% Added +1.4k +1,418
60 Boyd Wealth Management, LLC 0.68% of their portfolio SACRAMENTO, CA 29,59029.6k $1.8m $1.8m 0.68% Reduced -3.1k -3,127
61 Advisory Solutions Group, LLC 0.61% of their portfolio PLYMOUTH, MN 29,28829.3k $1.8m $1.8m 0.61% First filing
62 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 28,57228.6k $1.7m $1.7m 0.00% Unchanged
63 Clear Harbor Asset Management, LLC 0.11% of their portfolio Stamford, CT 27,82527.8k $1.7m $1.7m 0.11% Unchanged
64 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 27,47427.5k $1.7m $1.7m 0.00% Reduced -548 -548
65 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 27,30427.3k $1.7m $1.7m 0.00% Added +734 +734
66 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 26,21526.2k $1.6m $1.6m 0.00% Added +3.8k +3,846
67 PFG Investments, LLC 0.06% of their portfolio WOODBURY, NY 25,55325.6k $1.6m $1.6m 0.06% Added +1.0k +1,036
68 Hanson & Doremus Investment Management 0.16% of their portfolio BURLINGTON, VT 25,26425.3k $1.5m $1.5m 0.16% Reduced -197 -197
69 Alesco Advisors, LLC, An ESL Co 0.03% of their portfolio Pittsford, NY 24,81024.8k $1.5m $1.5m 0.03% Unchanged
70 CAPITAL CITY TRUST CO/FL 0.31% of their portfolio TALLAHASSEE, FL 24,13824.1k $1.5m $1.5m 0.31% Reduced -45 -45
71 SENTINEL TRUST CO LBA 0.12% of their portfolio HOUSTON, TX 21,51521.5k $1.3m $1.3m 0.12% Added +250 +250
72 BRADLEY FOSTER & SARGENT INC/CT 0.02% of their portfolio HARTFORD, CT 21,50021.5k $1.3m $1.3m 0.02% Added +8 +8
73 Essex Financial Services, Inc. 0.07% of their portfolio ESSEX, CT 21,48121.5k $1.3m $1.3m 0.07% Added +6 +6
74 WESCAP Management Group, Inc. 0.24% of their portfolio Glendale, CA 21,22221.2k $1.3m $1.3m 0.24% Unchanged
75 Western Wealth Management, LLC 0.04% of their portfolio GOLDEN, CO 21,20221.2k $1.3m $1.3m 0.04% Added +70 +70
76 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 20,90620.9k $1.3m $1.3m 0.00% Added +456 +456
77 Bell Investment Advisors, Inc 0.18% of their portfolio ORINDA, CA 20,04220.0k $1.2m $1.2m 0.18% Added +512 +512
78 eCIO, Inc. 0.34% of their portfolio MADISON, WI 19,95620.0k $1.2m $1.2m 0.34% Reduced -839 -839
79 Affinity Capital Advisors, LLC 0.15% of their portfolio BERKELEY, CA 19,71519.7k $1.2m $1.2m 0.15% Added +2 +2
80 Bragg Financial Advisors, Inc 0.03% of their portfolio CHARLOTTE, NC 19,58419.6k $1.2m $1.2m 0.03% Reduced -575 -575
81 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 19,23619.2k $1.2m $1.2m 0.00% Added +80 +80
82 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 18,97519.0k $1.2m $1.2m 0.00% Reduced -7.4k -7,373
83 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 18,46618.5k $1.1m $1.1m 0.00% Reduced -15 -15
84 RED REEF ADVISORS LLC 1.04% of their portfolio BOCA RATON, FL 18,43818.4k $1.1m $1.1m 1.04% Added +370 +370
85 Avior Wealth Management, LLC 0.03% of their portfolio OMAHA, NE 17,84917.8k $1.1m $1.1m 0.03% Reduced -2.4k -2,434
86 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 17,30917.3k $1.1m $1.1m 0.00% Added +1.1k +1,136
87 Johnson Financial Group, LLC 0.06% of their portfolio Denver, CO 16,92216.9k $1.0m $1.0m 0.06% Reduced -1.4k -1,389
88 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 16,92216.9k $1.0m $1.0m 0.01% Added +8.5k +8,461
89 Focus Financial Network, Inc. 0.03% of their portfolio MINNEAPOLIS, MN 16,85616.9k $1.0m $1.0m 0.03% Reduced -143 -143
90 GLENMEDE TRUST CO NA 0.00% of their portfolio PHILADELPHIA, PA 16,37616.4k $1.0m $1.0m 0.00% New
91 IMA Advisory Services, Inc. 0.06% of their portfolio DENVER, CO 16,31516.3k $996.8k $996.8k 0.06% Added +37 +37
92 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 16,26516.3k $993.8k $993.8k 0.00% Added +338 +338
93 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 15,99216.0k $977.1k $977.1k 0.02% New
94 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 15,98016.0k $976.3k $976.3k 0.00% Reduced -147 -147
95 Bridgewater Advisors Inc. 0.05% of their portfolio NEW YORK, NY 15,84315.8k $985.9k $985.9k 0.05% Reduced -1.8k -1,756
96 Trevian Wealth Management LLC 0.41% of their portfolio WESTON, MA 15,68615.7k $958.4k $958.4k 0.41% Unchanged
97 AlTi Global, Inc. 0.02% of their portfolio NEW YORK, NY 15,46215.5k $944.7k $944.7k 0.02% Reduced -2.5k -2,530
98 Farrow Financial, Inc. 0.50% of their portfolio SOUTH BURLINGTON, VT 15,35415.4k $938.1k $938.1k 0.50% Unchanged
99 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 15,31015.3k $935.4k $935.4k 0.00% Unchanged
100 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 14,88814.9k $921.9k $921.9k 0.00% Reduced -62 -62