SPDR SERIES TRUST

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SLYV·78464A300·US·ETF·Unknown - Unknown

SLYV (SPDR SERIES TRUST) is held by 96 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($489.1M), Financial Engines Advisors L.L.C. ($102.5M), BANK OF AMERICA CORP /DE/ ($98.8M). Net institutional sentiment: Mixed. In Q1 2026, 1 member of Congress and 44 funds bought SLYV.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (96)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	5.2M(-8.5%)	$489.1M	0.1%	+42.99%	0
Financial Engines Advisors L.L.C.	Decreased	1.1M(-6.6%)	$102.5M	0.2%	+96.02%	0
BANK OF AMERICA CORP /DE/	Decreased	1M(-23.8%)	$98.8M	0.0%	+26.41%	0
AMERIPRISE FINANCIAL INC	Decreased	596,186(-16.4%)	$56.5M	0.0%	+55.02%	0
MORGAN STANLEY	Increased	556,444(+11.6%)	$52.6M	0.0%	+33.15%	33
Creative Planning	Decreased	354,764(-22.6%)	$33.6M	0.0%	+50.40%	0
Equitable Holdings, Inc.	Decreased	300,150(-5.4%)	$27.3M	0.2%	+76.28%	0
Cerity Partners LLC	Decreased	286,054(-1.3%)	$27.1M	0.0%	+50.74%	0
WELLS FARGO & COMPANY/MN	Increased	261,675(+3.4%)	$24.7M	0.0%	+48.48%	30
FWFocus Partners Wealth	Decreased	257,619(-4.1%)	$24.4M	0.0%	+28.22%	0
WAWaverly Advisors, LLC	Increased	235,509(+418.4%)	$22.3M	0.2%	+13.94%	55
ENVESTNET ASSET MANAGEMENT INC	Increased	230,860(+6.7%)	$21.8M	0.0%	+50.27%	30
OSAIC HOLDINGS, INC.	Increased	227,746(+9.5%)	$21.5M	0.0%	+33.65%	31
HighTower Advisors, LLC	Decreased	212,970(-60.7%)	$20.1M	0.0%	+42.79%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	211,783(-47.3%)	$20.1M	0.0%	+52.00%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	191,988(+2.8%)	$18.2M	0.0%	+77.28%	29
Private Advisor Group, LLC	Increased	159,120(+168.5%)	$15M	0.1%	+23.18%	45
UBS Group AG	Increased	151,055(+0.1%)	$14.3M	0.0%	+76.35%	28
JONES FINANCIAL COMPANIES LLLP	Increased	132,901(+20.7%)	$12.4M	0.0%	+26.68%	33
Baird Financial Group, Inc.	Increased	125,097(+4.7%)	$11.8M	0.0%	+62.40%	29

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer