SDY — Spdr Series Trust Institutional Holders · Q3 2026

Name: Who Owns SDY? 80 Institutions Hold $138M (Q3 2026)
Creator: ko.io

Who owns Spdr Series Trust (SDY)? 80 institutions reported holding $137.60M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Graves Light Lenhart Wealth, Inc. ($26.5M), Confluence Investment Management LLC ($18.6M), CX Institutional ($11.6M).

Rank	Institution	Value	Shares	Change
1	Graves Light Lenhart Wealth, Inc.	$26.5M	180,803	Trimmed
2	CONFLUENCE INVESTMENT MANAGEMENT LLC	$18.6M	126,841	Trimmed
3	CX Institutional	$11.6M	79,132	Added
4	Balefire, LLC	$8.7M	59,678	Trimmed
5	Koenig Investment Advisory, LLC	$8.4M	57,642	Added
6	Shulman DeMeo Asset Management LLC	$6.1M	41,078	Trimmed
7	JUNCTURE WEALTH STRATEGIES, LLC	$4.8M	32,991	Trimmed
8	FELL CAPITAL MANAGEMENT /ADV	$4.4M	30,218	Added
9	CANANDAIGUA NATIONAL BANK & TRUST CO	$3.7M	25,303	Trimmed
10	VALLEY WEALTH MANAGERS, INC.	$3.3M	22,585	Trimmed
11	Farther Finance Advisors, LLC	$3.1M	21,036	Trimmed
12	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$2.7M	18,112	Added
13	Avidian Wealth Enterprises, LLC	$2.6M	17,903	Added
14	Wedmont Private Capital	$2.3M	15,415	Added
15	Cadent Capital Advisors, LLC	$2.2M	14,806	Added
16	May Barnhard Investments LLC	$1.6M	10,672	Added
17	Investors Research Corp	$1.5M	10,412	Trimmed
18	McNaughton Wealth Management, LLC	$1.5M	10,043	Added
19	WINEBRENNER CAPITAL MANAGEMENT LLC	$1.4M	9,853	Added
20	Weaver Consulting Group	$1.3M	8,648	Trimmed
21	FINANCIAL MANAGEMENT NETWORK INC	$1.1M	7,756	Added
22	PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	$1.1M	7,299	Hold
23	ARMSTRONG ADVISORY GROUP, INC	$968,747	6,614	Trimmed
24	Coastline Trust Co	$906,418	6,188	Trimmed
25	Dickmeyer Boyce Financial Management, Inc.	$782,231	5,340	Added

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