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Disclosery

SPHY SPDR SERIES TRUST

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SHS (fund)

552 managers (558 13F filers) reported a position in SPHY shares at 2026-06-30, 319,447,166 shares in all. 67 filers opened a position and 35 filers sold out during the quarter.

Managers
552
13F filers
558
New
67
Added
309
Reduced
121
Sold out
35
Shares held by filers
319,447,166

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/29,646,388$695M0.04%+1,144,15313F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO21,167,136$496M0.44%+1,334,81113F-HRTimelineGroup
Ilmarinen Mutual Pension Insurance Co20,950,000$491M3.32%+500,00013F-HRTimeline
Elo Mutual Pension Insurance Co14,297,990$335M4.31%+8,347,99013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,303,896$288M0.05%+1,596,53413F-HRTimelineGroup
LPL Financial LLC9,808,661$230M0.05%+506,46713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,384,581$220M0.04%+493,75713F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,848,319$207M0.14%-770,80713F-HRTimelineGroup
Municipal Employees' Retirement System …8,191,734$192M2.12%013F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC7,482,790$175M1.31%-127,88013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,353,454$172M+2,109,761Timeline
US BANCORP \DE\in group US BANCORP \DE\7,165,855$168M0.18%+470,78513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,045,830$165M0.01%+1,125,48713F-HRTimelineGroup
Ocean Park Asset Management, LLC6,080,823$143M6.86%+2,116,02413F-HRTimeline
Asset Management One Co., Ltd.5,253,420$123M0.32%+827,80013F-HRTimeline
Advisory Alpha, LLC4,753,003$111M2.73%-1,44213F-HRTimeline
Creative Planningin group Creative Planning4,593,718$108M0.06%-145,46113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC4,250,148$99.6M0.2%+1,027,42913F-HRTimeline
Cetera Investment Advisers3,973,776$93.1M0.08%+417,52213F-HRTimeline
1832 Asset Management L.P.3,705,252$86.9M0.11%+106,28213F-HRTimeline
Advisors Capital Management, LLC3,543,042$83M0.88%+211,79713F-HRTimeline
Kensington Asset Management, LLC3,453,978$81M4.41%+325,00013F-HRTimeline
NEOS Investment Management LLC2,994,391$69.8M0.26%new13F-HRTimeline
CONNING INC.in group CONNING INC.2,726,004$63.9M1.91%+1,702,25813F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding2,748,722$63.8M+1,536,289Timeline
Capital Analysts, LLCin group Capital Analysts, LLC2,566,978$60.2M1.39%+183,73213F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC2,466,721$57.8M0.29%+663,97613F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,170,858$50.9M<0.01%+62,11613F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,042,877$47.9M0.44%+534,50513F-HRTimelineGroup
TOEWS CORP /ADV1,932,100$45.3M6.6%new13F-HRTimeline
Horizon Investments, LLC2,096,034$44.1M0.48%+509,57413F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,866,599$43.8M<0.01%+840,38713F-HRTimelineGroup
Apella Capital, LLC1,803,063$42.1M0.59%+246,73713F-HRTimeline
BOKF, NAin group BOKF, NA1,744,546$40.9M0.56%-4,14013F-HRTimelineGroup
iA Global Asset Management Inc.1,645,502$38.6M0.46%+1,367,10213F-HRTimeline
CORNERSTONE ENTERPRISES, LLC1,643,374$38.5M17.57%-10,53313F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…1,566,858$36.7M0.13%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,514,621$35.5M0.06%+145,77313F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,494,343$35M0.08%+434,07213F-HR/ATimeline
UBS Group AGin group UBS Group AG1,493,971$35M0.01%+127,78213F-HRTimelineGroup
Iowa State Bank1,435,573$33.6M5.62%+42,75413F-HRTimeline
Donoghue Forlines LLC1,377,655$32.3M8.35%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,355,880$31.8M0.04%+650,35813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,344,187$31.5M<0.01%-140,52413F-HRTimelineGroup
CNO Financial Group, Inc.1,279,000$30M17.16%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,251,852$29.3M2.49%+133,34713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,221,638$28.6M0.05%+324,81313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,217,495$28.5M0.01%+337,81013F-HRTimelineGroup
SageView Advisory Group, LLC1,209,597$28.4M0.93%-110,20513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,165,570$27.3M0.01%-1,519,30113F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,163,551$27.3M0.01%+13,53213F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC1,151,371$27M0.02%+78,90513F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,138,779$26.7M0.04%-25,66413F-HRTimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC1,107,255$26M0.31%+35,50013F-HRTimelineGroup
Alaska Permanent Capital Management, LLCgroup of 2 filers holding1,090,306$25.5M+266,263Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,085,721$25.5M0.03%-192,55813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,036,240$24.3M0.01%+115,53413F-HRTimelineGroup
RFG Holdings, Inc.1,016,827$23.8M5%+39,32413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC978,295$22.9M0.01%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp942,535$22.1M<0.01%+55,82213F-HRTimelineGroup
AlphaStar Capital Management, LLC907,253$21.3M1.35%+111,71613F-HRTimeline
Asset Allocation & Management Company, …804,501$18.9M6.14%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC781,210$18.3M1.27%+42,52413F-HRTimelineGroup
CHRISTINE MESSMER PC780,662$18.3M10.31%+31,50913F-HRTimeline
NEPC LLC750,656$17.6M0.33%+420,42413F-HRTimeline
SAM Advisors, LLC746,103$17.5M4.77%+31,45713F-HRTimeline
Steward Partners Investment Advisory, L…742,729$17.4M0.09%-257,84813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.740,937$17.3M0.1%+14,99713F-HRTimelineGroup
OLD MISSION CAPITAL LLC737,048$17.3M0.44%new13F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…716,537$16.8M0.12%new13F-HRTimelineGroup
Smith Salley Wealth Management715,925$16.8M0.73%+534,17913F-HRTimeline
Willis Johnson & Associates, Inc.698,761$16.4M0.91%+16,76813F-HRTimeline
Financial Futures Ltd Liability Co.681,170$16M6.08%+34,18413F-HRTimeline
RETIREMITTEN FINANCIAL LLC642,152$15.1M6.35%+60,12913F-HRTimeline
Clearstead Advisors, LLC638,026$15M0.14%+616,72413F-HRTimeline
MGO ONE SEVEN LLC634,522$14.9M0.25%+30,60913F-HRTimeline
Farther Finance Advisors, LLC633,578$14.9M0.12%+58,05613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\601,456$14.1M<0.01%+152,51213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC599,927$14.1M0.05%+375,81913F-HRTimelineGroup
Belpointe Asset Management LLC598,550$14M0.46%-295,73613F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC584,134$13.7M0.8%+325,15513F-HRTimeline
Foundations Investment Advisors, LLC579,909$13.6M0.14%+202,91013F-HRTimeline
Hilltop Partners LLC555,583$13M3.16%-19,96113F-HRTimeline
Syntegra Private Wealth Group, LLC548,569$12.9M1%-228,38813F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…524,673$12.3M0.06%-1,150,00013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…521,002$12.2M0.3%new13F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC509,747$11.9M4.58%+18,55913F-HRTimeline
WCG Wealth Advisors LLC506,929$11.9M0.28%+87,12313F-HRTimeline
DT Investment Partners, LLC495,845$11.6M0.87%+7,69813F-HRTimeline
Onyx Bridge Wealth Group LLC495,553$11.6M1.05%+447,63013F-HRTimeline
5th Street Advisors, LLC495,546$11.6M4.5%+115,45813F-HRTimeline
S&A Financial Services, Inc.483,315$11.3M6.92%+55,93213F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC473,062$11.1M2.9%+26,44013F-HRTimeline
Quartz Partners, LLC467,208$11M3.59%+10,46213F-HRTimeline
CHOREO, LLC449,900$10.5M0.12%+17,71813F-HRTimeline
Carolina Wealth Advisors, LLC422,552$9.9M3.88%+7,09113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…415,393$9.74M<0.01%+16,99813F-HRTimelineGroup
Keeler Thomas Management LLC398,471$9.34M3.31%+12,32913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP398,460$9.34M0.01%+3,35213F-HRTimelineGroup
HighTower Advisors, LLC395,267$9.27M0.01%+56,34413F-HRTimeline
MOLLER WEALTH PARTNERS392,827$9.21M1.67%+100,19713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding383,635$8.99M-20,473Timeline
Beacon Pointe Advisors, LLC382,305$8.96M0.04%+16,97513F-HRTimeline
Merit Financial Group, LLC380,909$8.93M0.06%+47,21213F-HR/ATimeline
Bensler, LLC378,760$8.88M0.79%-44,25213F-HRTimeline
Pinnacle Wealth Management, LLC376,967$8.84M5.47%-4,79513F-HRTimeline
Sound Income Strategies, LLC369,907$8.67M0.39%+68,33913F-HRTimeline
Csenge Advisory Group365,215$8.56M0.35%+5,74313F-HRTimeline
&PARTNERS356,045$8.35M0.03%-10,07513F-HRTimeline
Omega Financial Group, LLC355,595$8.34M2.54%+8,48813F-HRTimeline
Arkadios Wealth Advisors355,300$8.33M0.13%+31,86313F-HRTimeline
Stadion Money Management, LLC352,546$8.21M0.71%-2,86413F-HRTimeline
NewSquare Capital LLC345,738$8.1M0.6%+5,23513F-HRTimeline
ProVise Management Group, LLC343,849$8.06M0.54%+13,50813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/343,693$8.06M0.01%+326,20013F-HRTimelineGroup
NewEdge Advisors, LLC334,333$7.84M0.02%+69,85213F-HRTimeline
HighPoint Advisor Group LLC332,710$7.8M0.27%+14,48713F-HRTimeline
Cambria Investment Management, L.P.329,256$7.67M0.38%+147,62813F-HRTimeline
Horizon Investment Services, LLC316,455$7.42M2.06%-32,67813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA292,641$6.86M<0.01%+70,77113F-HRTimelineGroup
Waterloo Capital, L.P.289,526$6.79M0.38%+24013F-HRTimeline
STOCK YARDS BANK & TRUST CO279,687$6.56M0.19%+5,39213F-HR/ATimeline
Simplicity Wealth,LLC278,790$6.53M0.22%+247,35413F-HRTimeline
AE Wealth Management LLC278,112$6.52M0.03%-54,96013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.275,908$6.47M0.1%-9,55213F-HRTimeline
AIRE ADVISORS, LLC270,989$6.35M1.03%+10,60113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…267,352$6.27M0.05%+86,10913F-HRTimelineGroup
Optas, LLC266,576$6.25M0.88%-83313F-HRTimeline
SigFig Wealth Management, LLC263,612$6.18M0.16%+44,66713F-HRTimeline
Central Pacific Bank - Trust Division263,335$6.17M0.63%+146,35513F-HRTimeline
GenTrust, LLC260,504$6.11M0.23%new13F-HRTimeline
Rialto Wealth Management, LLC259,252$6.08M1.2%+40,81013F-HRTimeline
One Capital Management, LLC260,443$6.07M0.17%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…257,184$6.03M<0.01%+21,41513F-HRTimelineGroup
HF Advisory Group, LLC253,222$5.94M1.83%+24,02313F-HRTimeline
Stonebridge Financial Planning Group, L…252,723$5.92M1.89%+2,52913F-HRTimeline
Hurlow Wealth Management Group, Inc.250,032$5.86M1.22%+20,11013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.246,794$5.78M<0.01%+36,54113F-HRTimelineGroup
ARVEST INVESTMENTS, INC.242,141$5.68M0.69%+29,53013F-HRTimeline
Maia Wealth LLC239,742$5.62M0.83%+54,45513F-HRTimeline
RFG Advisory, LLC237,138$5.56M0.09%+26,92113F-HRTimeline
VICUS CAPITAL234,731$5.5M0.36%+42,59813F-HRTimeline
Wealth Forward, LLC234,315$5.49M2.74%+80213F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …190,127$5.48M<0.01%-806,63413F-HRTimelineGroup
Impact Partnership Wealth, LLC229,119$5.37M0.52%-101,25613F-HRTimeline
Winthrop Capital Management, LLC228,145$5.35M1.29%+3,12313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…226,448$5.28M0.01%+8,74413F-HRTimeline
49 WEALTH MANAGEMENT, LLC219,144$5.14M0.98%-1,977,30513F-HR/ATimeline
ALONGSIDE, LLC219,144$5.14M0.98%13F-HRTimeline
Bauman Advisory Group, LLC218,613$5.12M2.71%+33,13013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT213,174$5M0.3%013F-HRTimeline
Mariner, LLCin group Mariner, LLC211,468$4.96M0.01%-15,97813F-HRTimelineGroup
Retirement Planning Group, LLC211,339$4.95M0.13%new13F-HRTimeline
Carl P. Sherr & Co., LLC204,072$4.78M2%+13,39313F-HRTimeline
IFP Advisors, Inc202,937$4.76M0.09%+27,02913F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC198,890$4.66M0.76%new13F-HRTimeline
Convergence Financial, LLC190,926$4.48M0.36%+4,60013F-HRTimeline
Empowered Funds, LLC190,460$4.44M0.02%+34,77513F-HRTimeline
Ashton Thomas Private Wealth, LLC187,494$4.39M0.09%+136,77713F-HRTimeline
LANARK FINANCIAL, INC.187,043$4.38M0.3%+8,04513F-HRTimeline
Curran Financial Partners, LLC185,462$4.35M0.65%-267,80513F-HRTimeline
Hobart Private Capital, LLC185,103$4.34M0.74%-1,32213F-HRTimeline
Systelligence, LLC185,053$4.34M0.72%+5,47513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers184,906$4.33M<0.01%+48,89913F-HRTimelineGroup
Jordan Park Group LLC184,387$4.32M0.22%+120,80113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth183,490$4.3M<0.01%+172,16013F-HRTimelineGroup
Global Retirement Partners, LLC183,157$4.29M0.07%13F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC181,764$4.26M3.51%+12,23013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…180,273$4.23M0.05%+20,89913F-HRTimelineGroup
Diversified Enterprises, LLC173,484$4.07M0.2%+10,56913F-HRTimeline
Janney Montgomery Scott LLC170,492$4M0.01%+2,47413F-HRTimeline
CGN Advisors LLC169,360$3.97M0.29%+5,37413F-HRTimeline
Strategic Financial Group, LLC164,163$3.85M3.69%+1,83313F-HRTimeline
PLANWISER FINANCIAL, LLC157,816$3.7M2.57%+144,32713F-HRTimeline
SEEDS INVESTOR LLC155,994$3.66M0.38%+14,45513F-HRTimeline
APPLETON PARTNERS INC/MA155,989$3.66M0.22%+10,84913F-HRTimeline
Meriwether Wealth & Planning, LLC155,345$3.64M1.81%+2,78513F-HRTimeline
Great Diamond Partners, LLC151,055$3.54M0.61%+6,91313F-HRTimeline
K2 Financial Inc.148,763$3.48M2.45%+6,95213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding146,146$3.43M+2,591Timeline
BRIGHTON SECURITIES CORP.144,588$3.39M1.46%+3,93413F-HRTimeline
Compound Planning, Inc.139,317$3.27M0.09%+3,06413F-HRTimeline
Cedar Point Capital Partners, LLC138,497$3.25M1.87%+2,59513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC137,204$3.22M<0.01%+52,17713F-HRTimelineGroup
Michels Family Financial, LLC136,293$3.19M2.05%+1,50913F-HRTimeline
Modern Wealth Management, LLC135,727$3.18M0.04%+22,92313F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC134,589$3.15M0.01%-19,22813F-HRTimelineGroup
Towne Trust Company, N.A134,155$3.14M0.95%+18,22113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding133,439$3.13M+32,113Timeline
Perigon Wealth Management, LLC129,284$3.03M0.05%-8,88413F-HRTimeline
Mission Hills Financial Advisory, LLC128,507$3.01M1.32%+36,26613F-HRTimeline
Mutual Advisors, LLC126,901$2.97M0.06%+47,59613F-HRTimeline
Serenity Investment Advisors127,299$2.97M1.26%+9,76613F-HRTimeline
Ironwood Financial, llc127,326$2.96M0.46%new13F-HRTimeline
Private Advisor Group, LLC125,427$2.94M0.01%-92,79013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC122,603$2.87M0.03%+16,88813F-HRTimelineGroup
Fiduciary Alliance LLC122,017$2.86M0.19%+79813F-HRTimeline
Timonier Family Office, LTD.121,121$2.84M0.8%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management120,399$2.82M0.03%+20,94313F-HRTimelineGroup
Summit Financial, LLC117,493$2.75M0.03%+32,18913F-HRTimeline