SPHY — Spdr Series Trust Institutional Holders · Q3 2026

Name: Who Owns SPHY? 24 Institutions Hold $146M (Q3 2026)
Creator: ko.io

Who owns Spdr Series Trust (SPHY)? 24 institutions reported holding $146.20M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($48.2M), Iowa State Bank ($34.7M), Farther Finance Advisors, LLC ($14.5M).

Rank	Institution	Value	Shares	Change
1	Apella Capital, LLC	$48.2M	2.1M	Added
2	Iowa State Bank	$34.7M	1.5M	Added
3	Farther Finance Advisors, LLC	$14.5M	642,724	Added
4	Sound Income Strategies, LLC	$8.4M	371,570	Added
5	Central Pacific Bank - Trust Division	$7.1M	314,960	Added
6	SigFig Wealth Management, LLC	$6.9M	303,575	Added
7	Strategic Financial Group, LLC	$6.7M	295,560	Added
8	HF Advisory Group, LLC	$6.3M	279,407	Added
9	BRIGHTON SECURITIES CORP.	$3.4M	148,872	Added
10	Veery Capital, LLC	$2.8M	123,883	Added
11	Elm3 Financial Group, LLC	$2.4M	104,194	Trimmed
12	Exchange Bank	$1.3M	58,565	Added
13	WINEBRENNER CAPITAL MANAGEMENT LLC	$953,594	42,213	Added
14	ARMSTRONG ADVISORY GROUP, INC	$775,501	34,329	Added
15	General Partner, Inc.	$587,340	26,000	Hold
16	Balefire, LLC	$219,391	9,712	Trimmed
17	Attessa Capital LLC	$213,972	9,472	New
18	YHB Investment Advisors, Inc.	$212,617	9,412	New
19	Box Hill Private Wealth LLC	$210,660	9,325	Trimmed
20	AMERICAN NATIONAL BANK & TRUST	$180,720	8,000	Trimmed
21	CoreCap Advisors, LLC	$128,194	5,674	Trimmed
22	GK Wealth Management LLC	$87,119	3,856	Trimmed
23	CX Institutional	$24,000	1,066	Trimmed
24	Investors Research Corp	$3,818	169	New

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