HYMB — Spdr Series Trust Institutional Holders · Q3 2026

Name: Who Owns HYMB? 26 Institutions Hold $51.5M (Q3 2026)
Creator: ko.io

Who owns Spdr Series Trust (HYMB)? 26 institutions reported holding $51.51M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($18.3M), Heartwood Wealth Advisors LLC ($8.5M), Avidian Wealth Enterprises, LLC ($5.3M).

Rank	Institution	Value	Shares	Change
1	Farther Finance Advisors, LLC	$18.3M	778,257	Added
2	Heartwood Wealth Advisors LLC	$8.5M	360,314	Added
3	Avidian Wealth Enterprises, LLC	$5.3M	224,748	Trimmed
4	Friday Financial	$4.7M	200,591	Added
5	Wedmont Private Capital	$3.8M	164,010	Added
6	SigFig Wealth Management, LLC	$3.2M	137,380	Added
7	Apella Capital, LLC	$1.5M	64,027	Added
8	RIVERSEDGE ADVISORS, LLC	$752,648	32,069	Trimmed
9	FC Advisory LLC	$703,510	29,975	Trimmed
10	Insight Wealth Strategies, LLC	$684,399	29,161	Added
11	KWMG, LLC	$583,488	24,861	Trimmed
12	PRIVATE CLIENT SERVICES, LLC	$560,534	23,883	Added
13	CONFLUENCE INVESTMENT MANAGEMENT LLC	$501,390	21,363	Added
14	Breakwater Capital Group	$452,206	19,267	Trimmed
15	Valeo Financial Advisors, LLC	$400,750	17,075	Hold
16	FIRST COMMUNITY TRUST NA	$317,244	13,517	New
17	Veery Capital, LLC	$290,851	12,392	Trimmed
18	Weaver Consulting Group	$240,042	10,228	Trimmed
19	Monument Capital Management	$237,868	10,135	Trimmed
20	Sincerus Advisory, LLC	$237,275	10,110	Trimmed
21	CYPRESS FINANCIAL PLANNING LLC	$202,804	8,641	New
22	Trust Co	$69,081	2,943	Added
23	CoreCap Advisors, LLC	$26,099	1,112	Trimmed
24	CX Institutional	$22,000	922	Added
25	Everhart Financial Group, Inc.	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30