SPYG — Spdr Series Trust Institutional Holders · Q3 2026

Name: Who Owns SPYG? 89 Institutions Hold $916M (Q3 2026)
Creator: ko.io

Who owns Spdr Series Trust (SPYG)? 89 institutions reported holding $916.14M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CoreCap Advisors, LLC ($182.2M), Canandaigua National Bank & Trust Co ($72.8M), Confluence Investment Management LLC ($62.9M).

Rank	Institution	Value	Shares	Change
1	CoreCap Advisors, LLC	$182.2M	1.5M	Trimmed
2	CANANDAIGUA NATIONAL BANK & TRUST CO	$72.8M	591,567	Trimmed
3	CONFLUENCE INVESTMENT MANAGEMENT LLC	$62.9M	510,696	Trimmed
4	TLWM	$48.5M	394,302	Added
5	WALLER FINANCIAL PLANNING GROUP, INC	$46.1M	374,184	Added
6	Whitcomb & Hess, Inc.	$44.7M	363,094	Added
7	Sunburst Financial Group, LLC	$44.3M	360,100	Trimmed
8	RIVERSEDGE ADVISORS, LLC	$39.1M	318,078	Trimmed
9	CX Institutional	$36.0M	292,447	Added
10	First Heartland Consultants, Inc.	$32.6M	264,876	Added
11	Marathon Mission, Inc.	$30.3M	246,215	Added
12	Stonebridge Financial Group, LLC	$30.1M	244,460	Added
13	Buska Wealth Management, LLC	$25.2M	205,109	Trimmed
14	Investors Research Corp	$25.2M	204,395	Trimmed
15	BAKER TILLY WEALTH MANAGEMENT, LLC	$22.4M	181,663	Added
16	Farther Finance Advisors, LLC	$16.6M	134,665	Added
17	SigFig Wealth Management, LLC	$11.6M	93,842	Trimmed
18	Breakwater Capital Group	$11.1M	89,907	Added
19	Venture Visionary Partners LLC	$11.1M	89,780	Added
20	INSPIRION WEALTH ADVISORS, LLC	$10.6M	86,308	Trimmed
21	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	$9.7M	78,528	Added
22	City Center Advisors, LLC	$9.1M	74,188	Added
23	YHB Investment Advisors, Inc.	$8.7M	70,512	Added
24	Montz Harcus Wealth Management LLC	$8.3M	67,720	Added
25	Canandaigua National Trust Co of Florida	$7.6M	62,106	Added

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