SPYV — Spdr Series Trust Institutional Holders · Q3 2026

Name: Who Owns SPYV? 77 Institutions Hold $474M (Q3 2026)
Creator: ko.io

Who owns Spdr Series Trust (SPYV)? 77 institutions reported holding $474.36M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($62.9M), Whitcomb & Hess, Inc. ($61.5M), Waller Financial Planning Group, Inc ($37.5M).

Rank	Institution	Value	Shares	Change
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	$62.9M	1.0M	Trimmed
2	Whitcomb & Hess, Inc.	$61.5M	1.0M	Added
3	WALLER FINANCIAL PLANNING GROUP, INC	$37.5M	613,847	Added
4	Hamilton Capital, LLC	$31.6M	517,275	Added
5	Marathon Mission, Inc.	$30.5M	498,156	Added
6	CX Institutional	$29.9M	489,362	Added
7	First Heartland Consultants, Inc.	$29.4M	480,302	Added
8	RIVERSEDGE ADVISORS, LLC	$27.9M	455,920	Added
9	ARMSTRONG ADVISORY GROUP, INC	$25.5M	416,551	Added
10	Farther Finance Advisors, LLC	$22.5M	368,611	Added
11	Freestate Advisors LLC	$18.2M	297,424	Trimmed
12	TrueWealth Advisors, LLC	$13.9M	227,095	Added
13	City Center Advisors, LLC	$8.0M	131,602	Added
14	INSPIRION WEALTH ADVISORS, LLC	$7.3M	119,701	Trimmed
15	RFG - Bristol Wealth Advisors, LLC	$6.2M	100,757	Trimmed
16	Friday Financial	$5.6M	91,983	Added
17	JUNCTURE WEALTH STRATEGIES, LLC	$5.6M	91,094	Trimmed
18	ECLECTIC ASSOCIATES INC /ADV	$4.4M	72,093	Trimmed
19	Balefire, LLC	$3.1M	50,676	Trimmed
20	Partnership Wealth Management, LLC	$3.0M	49,101	Trimmed
21	Prism Advisors, Inc.	$2.9M	45,980	Hold
22	FELL CAPITAL MANAGEMENT /ADV	$2.8M	45,967	Added
23	Breakwater Capital Group	$2.8M	45,158	Trimmed
24	Cooper Financial Group	$2.7M	44,820	Trimmed
25	GILPIN WEALTH MANAGEMENT, LLC	$2.6M	43,270	Added

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