SLYG — Spdr Series Trust Institutional Holders · Q3 2026

Name: Who Owns SLYG? 30 Institutions Hold $97.1M (Q3 2026)
Creator: ko.io

Who owns Spdr Series Trust (SLYG)? 30 institutions reported holding $97.05M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Everhart Financial Group, Inc. ($60.8M), Farther Finance Advisors, LLC ($8.1M), Marathon Mission, Inc. ($5.3M).

Rank	Institution	Value	Shares	Change
1	Everhart Financial Group, Inc.	$60.8M	567,965	Added
2	Farther Finance Advisors, LLC	$8.1M	75,654	Added
3	Marathon Mission, Inc.	$5.3M	49,257	Added
4	Roan Capital Partners	$4.8M	45,013	Added
5	Friday Financial	$2.4M	22,021	Added
6	WALLER FINANCIAL PLANNING GROUP, INC	$2.3M	21,559	Trimmed
7	May Barnhard Investments LLC	$2.2M	20,729	Trimmed
8	FELL CAPITAL MANAGEMENT /ADV	$2.0M	18,373	Trimmed
9	Investors Research Corp	$1.4M	13,224	Trimmed
10	Bill Few Associates, Inc.	$1.2M	11,434	Added
11	YHB Investment Advisors, Inc.	$1.2M	10,916	Trimmed
12	Atlas Brown,Inc.	$636,311	5,948	Trimmed
13	JUNCTURE WEALTH STRATEGIES, LLC	$623,635	5,830	Added
14	INSPIRION WEALTH ADVISORS, LLC	$622,779	5,822	Trimmed
15	CoreCap Advisors, LLC	$486,035	4,543	Added
16	Barden Capital Management, Inc.	$460,827	4,308	Trimmed
17	Stonebridge Wealth Management, LLC	$431,196	4,031	Trimmed
18	First Heartland Consultants, Inc.	$419,373	3,920	Trimmed
19	Balefire, LLC	$378,913	3,542	Trimmed
20	HF Advisory Group, LLC	$322,415	3,014	Trimmed
21	Wedmont Private Capital	$231,490	2,147	Hold
22	Heartwood Wealth Advisors LLC	$212,122	1,983	Hold
23	Montz Harcus Wealth Management LLC	$206,085	1,927	Added
24	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	$203,671	1,904	Added
25	EASTERN BANK	$186,449	1,743	Added

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