Who Owns SPDR SERIES TRUST (SDY)? -- Institutional Holders (2026-06-30)
1,288 institutions reported holding $9.75B of SPDR SERIES TRUST (SDY) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($1.09B), MORGAN STANLEY ($746.6M), LPL Financial LLC ($462.7M), RAYMOND JAMES FINANCIAL INC ($455.0M), Joel Isaacson & Co., LLC ($440.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $1.09B | 7.2M | Trimmed |
| 2 | MORGAN STANLEY | $746.6M | 4.9M | Added |
| 3 | LPL Financial LLC | $462.7M | 3.0M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $455.0M | 3.0M | Trimmed |
| 5 | Joel Isaacson & Co., LLC | $440.5M | 2.9M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $347.2M | 2.3M | Added |
| 7 | Royal Bank of Canada | $310.3M | 2.0M | Added |
| 8 | UBS Group AG | $254.8M | 1.7M | Added |
| 9 | JPMORGAN CHASE & CO | $210.9M | 1.4M | Trimmed |
| 10 | AMERIPRISE FINANCIAL INC | $196.6M | 1.3M | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $169.2M | 1.1M | Added |
| 12 | MAI Capital Management | $152.6M | 1.0M | Added |
| 13 | Bank of New York Mellon Corp | $138.6M | 910,494 | Trimmed |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $133.0M | 873,659 | Trimmed |
| 15 | Pathstone Holdings, LLC | $120.7M | 793,377 | Added |
| 16 | Cetera Investment Advisers | $114.2M | 750,297 | Added |
| 17 | TRUIST FINANCIAL CORP | $105.0M | 689,697 | Trimmed |
| 18 | Destination Wealth Management | $96.6M | 635,081 | Added |
| 19 | COLDSTREAM CAPITAL MANAGEMENT INC | $94.1M | 618,230 | New |
| 20 | STIFEL FINANCIAL CORP | $89.5M | 587,808 | Added |
| 21 | Janney Montgomery Scott LLC | $88.0M | 577,947 | Added |
| 22 | OSAIC HOLDINGS, INC. | $84.1M | 552,440 | Added |
| 23 | JONES FINANCIAL COMPANIES LLLP | $82.1M | 536,116 | Added |
| 24 | Jupiter Topco LLC | $76.5M | 502,815 | New |
| 25 | Capital Investment Advisors, LLC | $74.8M | 491,556 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30