SPYD — Spdr Series Trust Institutional Holders · Q3 2026

Name: Who Owns SPYD? 27 Institutions Hold $33.9M (Q3 2026)
Creator: ko.io

Who owns Spdr Series Trust (SPYD)? 27 institutions reported holding $33.92M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Keystone Financial Planning, Inc. ($10.0M), Venture Visionary Partners LLC ($5.4M), Heartwood Wealth Advisors LLC ($4.5M).

Rank	Institution	Value	Shares	Change
1	Keystone Financial Planning, Inc.	$10.0M	219,348	Added
2	Venture Visionary Partners LLC	$5.4M	119,018	Added
3	Heartwood Wealth Advisors LLC	$4.5M	98,897	Added
4	MFG WEALTH MANAGEMENT, INC.	$2.1M	46,715	Trimmed
5	Roan Capital Partners	$1.9M	42,908	Added
6	Farther Finance Advisors, LLC	$1.9M	42,532	Trimmed
7	Castleview Partners, LLC	$1.6M	34,826	Added
8	JUNCTURE WEALTH STRATEGIES, LLC	$1.2M	26,686	Added
9	ARMSTRONG ADVISORY GROUP, INC	$1.2M	25,794	Added
10	Valeo Financial Advisors, LLC	$939,577	20,709	Trimmed
11	Apella Capital, LLC	$810,838	17,939	Trimmed
12	First Heartland Consultants, Inc.	$548,665	12,093	Added
13	Harpswell Capital Advisors, LLC	$544,440	12,000	Trimmed
14	Balefire, LLC	$371,173	8,181	Trimmed
15	Castle Rock Wealth Management, LLC	$228,970	5,023	Added
16	Kaizen Financial Strategies	$202,686	4,467	Added
17	CX Institutional	$137,000	3,012	Trimmed
18	Go Invest LLC	$118,028	2,601	Trimmed
19	Miller Global Investments, LLC	$91,738	2,022	Trimmed
20	Bullock Wealth Management Group	$45,980	1,011	Hold
21	TOMPKINS FINANCIAL CORP	$30,625	675	Hold
22	Hickory Point Bank & Trust	$21,551	475	Hold
23	GILPIN WEALTH MANAGEMENT, LLC	$18,239	402	Hold
24	GAMMA Investing LLC	$9,074	200	Hold
25	CoreCap Advisors, LLC	$7,929	174	Trimmed

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