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Disclosery

SPHY SPDR SERIES TRUST

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SHS (fund)

553 managers (559 13F filers) reported a position in SPHY shares at 2026-06-30, 319,481,807 shares in all. 67 filers opened a position and 36 filers sold out during the quarter.

Managers
553
13F filers
559
New
67
Added
311
Reduced
121
Sold out
36
Shares held by filers
319,481,807

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
Summit Financial, LLC117,493$2.75M0.03%+32,18913F-HRTimeline
Auour Investments LLC117,179$2.75M0.79%+4,62613F-HRTimeline
Veery Capital, LLC117,080$2.74M0.74%+4,46613F-HRTimeline
Atlas Private Wealth Advisors116,453$2.73M0.6%-305,00313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC113,786$2.67M0.1%-30,21613F-HRTimeline
FOSTER & MOTLEY INC113,681$2.67M0.12%+11,56013F-HRTimeline
Sanctuary Advisors, LLC109,346$2.56M0.01%-3,73913F-HRTimeline
MCF Advisors LLC107,952$2.53M0.09%-10313F-HRTimeline
SCOTIA CAPITAL INC.107,079$2.51M0.01%+6,03813F-HRTimeline
Caitlin John, LLC106,827$2.5M1.37%-137,36913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.106,646$2.5M0.1%+5,46313F-HRTimelineGroup
Gladstone Institutional Advisory LLC106,535$2.5M0.08%+4,97213F-HRTimeline
Elm3 Financial Group, LLC106,362$2.49M1.71%+2,53613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC105,886$2.48M<0.01%+4,02913F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC105,000$2.46M<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…104,772$2.46M<0.01%+2,13213F-HRTimelineGroup
Sound Stewardship, LLC104,502$2.45M1.01%+6,72513F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC104,380$2.45M1.59%+2,95213F-HRTimeline
Cannon Wealth Management Services, LLC104,368$2.45M1.34%-6113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC98,393$2.31M<0.01%-5,18813F-HRTimeline
Martel Wealth Advisors LLC97,475$2.28M0.36%+2,22413F-HRTimeline
LVZ, Inc.97,338$2.28M0.23%+10,90513F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …94,519$2.22M0.22%new13F-HRTimelineGroup
Lantern Wealth Advisors, LLC94,384$2.21M1.01%+22,92913F-HRTimeline
SBI Securities Co., Ltd.93,456$2.19M0.05%+7,56813F-HRTimeline
Tenzing Financial LLC92,896$2.17M1.49%-99313F-HRTimeline
IHT Wealth Management, LLC92,363$2.16M0.05%+18,68713F-HRTimeline
United Advisor Group, LLC88,096$2.06M0.22%+8,72613F-HRTimeline
Nikulski Financial, Inc.88,026$2.06M0.45%+2,54013F-HRTimeline
Three Arch Wealth Management LLC86,363$2.02M0.31%+7,82513F-HRTimeline
LaSalle St. Investment Advisors, LLC86,113$2.02M0.25%-20613F-HRTimeline
Continuum Advisory, LLC84,796$1.99M0.16%+21913F-HRTimeline
Autumn Glory Partners, LLC83,542$1.96M0.55%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT79,412$1.86M0.19%+13913F-HRTimeline
Pacific Excel Wealth Advisors, Inc.76,483$1.79M0.69%new13F-HRTimeline
Heritage Family Offices, LLP76,483$1.79M0.69%+24,84413F-HRTimeline
Aurora Private Wealth, Inc.76,404$1.79M1.14%-15213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC73,090$1.7M<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.70,057$1.64M0.03%-4,32313F-HRTimeline
Sovran Advisors, LLC69,525$1.61M0.12%+8,87713F-HRTimeline
CENTAURUS FINANCIAL, INC.67,581$1.58M0.06%+13,86813F-HRTimeline
Amicus Financial Advisors, LLC67,347$1.58M0.39%+28,27213F-HRTimeline
Garde Capital, Inc.66,817$1.57M0.07%-22613F-HRTimeline
Atria Investments, Inc66,756$1.56M0.02%+41,76313F-HRTimeline
Rede Wealth, LLC66,516$1.56M0.52%+20,85213F-HRTimeline
F/m Investments LLC66,060$1.55M0.08%new13F-HRTimeline
TRB Wealth Management, LLC63,208$1.48M0.2%-7,54313F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.60,520$1.42M0.1%+8,89513F-HRTimeline
World Investment Advisors59,877$1.4M0.02%-3,45413F-HRTimeline
Symphony Financial Services, Inc.58,075$1.36M0.61%+20013F-HRTimeline
Strategic Financial Planning, Inc.57,588$1.35M0.71%new13F-HRTimeline
Arete Wealth Advisors, LLC55,708$1.31M0.09%+1,15013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.55,331$1.3M0.02%+9,90413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV54,234$1.27M0.06%+1,94913F-HRTimeline
Western Wealth Management, LLC54,030$1.27M0.04%+29,13113F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC53,905$1.26M0.3%+4,79113F-HRTimeline
Tempus Wealth Planning, LLC52,438$1.23M0.24%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC52,325$1.23M0.02%+4,98013F-HRTimeline
WEDBUSH SECURITIES INC52,178$1.22M0.03%+93513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV51,820$1.21M0.06%+9,19913F-HRTimeline
Stewardship Advisors, LLC51,565$1.21M0.25%+2,51513F-HRTimeline
Note Advisors, LLC50,622$1.19M0.51%+2,75213F-HRTimeline
Exchange Bank50,395$1.18M0.74%+12,28313F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…49,358$1.16M0.15%+6,45413F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC48,856$1.15M0.34%new13F-HRTimeline
ALLIANCEBERNSTEIN L.P.48,001$1.12M<0.01%+74613F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP47,712$1.12M<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV47,497$1.11M<0.01%+33,64113F-HR/ATimeline
Grantvest Financial Group LLC46,040$1.08M0.63%-3,74213F-HRTimeline
Brown Financial Advisory45,996$1.08M0.45%+3,15413F-HRTimeline
Redwood Financial Network Corp45,381$1.06M0.59%+1,38113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED44,927$1.05M0.06%+3,09613F-HRTimeline
TENET WEALTH PARTNERS, LLC45,340$1.05M0.78%13F-HRTimeline
WHITTIER TRUST CO43,871$1.03M0.01%-10013F-HRTimeline
Cassady Wealth & Retirement Planning, L…43,335$1.02M0.47%+2,02113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC43,275$1.01M0.04%+3,67013F-HRTimeline
Capital Investment Management, Inc.42,920$1.01M0.31%+1,59413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC42,582$998K0.01%+2,17313F-HRTimelineGroup
Fermata Advisors, LLC42,223$990K0.2%-97113F-HRTimeline
Savvy Advisors, Inc.42,185$989K0.02%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC40,999$961K0.01%+15,00213F-HRTimeline
Qube Research & Technologies Ltd40,674$953K<0.01%-2,48613F-HRTimeline
WBH ADVISORY INC40,339$946K0.06%+3,97413F-HRTimeline
NOVEM GROUP38,770$909K0.09%+1,68913F-HRTimeline
Rossby Financial, LCC38,564$904K0.17%+4,58213F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC37,578$881K0.54%+67613F-HRTimeline
Advisors Asset Management, Inc.37,461$878K0.01%+1,14413F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd37,291$874K0.06%+2,69513F-HRTimelineGroup
Coppell Advisory Solutions LLC42,398$874K0.09%new13F-HRTimeline
Advisory Services Network, LLC36,713$861K0.01%+19,90413F-HRTimeline
Peregrine Asset Advisers, Inc.36,219$849K0.18%-3,33013F-HRTimeline
CAPITOLIS LIQUID GLOBAL MARKETS LLCin group CAPITOLIS LIQUID GLOBAL MARKE…36,000$844K<0.01%013F-HRTimelineGroup
Balefire, LLC35,302$827K0.14%+24,69113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT35,236$826K0.01%-14,91913F-HRTimeline
Revisor Wealth Management LLC34,851$817K0.2%-2,66713F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG34,835$817K0.01%013F-HRTimelineGroup
ACUTE INVESTMENT ADVISORY, LLC34,791$816K8.62%-1,10913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC34,224$802K0.05%-1,37313F-HRTimeline
Sandro Wealth Management LLC32,418$760K0.55%+8,39213F-HRTimeline
Keystone Wealth Services, LLC32,409$760K0.14%-50413F-HRTimeline
Sunesis Advisors, LLC32,395$759K0.31%013F-HRTimeline
NWAM LLC31,788$745K0.04%+2,55413F-HRTimeline
Regal Investment Advisors LLC31,666$742K0.04%-2,44113F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC31,554$740K0.17%new13F-HRTimeline
Aspire Private Capital, LLC31,499$738K0.15%+1,25813F-HRTimeline
Arax Advisory Partners30,706$720K<0.01%+23,16613F-HRTimeline
New Insight Wealth Advisors29,820$699K0.21%-4,96513F-HRTimeline
Independent Wealth Network Inc.29,763$698K0.18%+1,64813F-HRTimeline
Compass Ion Advisors, LLC29,038$681K0.06%+2113F-HRTimeline
TMB Capital Partners, LLC28,377$665K0.21%+3,76013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.27,608$647K0.01%+2,24113F-HRTimelineGroup
Visionary Wealth Advisors27,353$641K0.03%+42013F-HRTimeline
Sanchez Levi Garrett26,682$625K0.34%+9,14913F-HRTimeline
Godshalk Welsh Capital Management, Inc.26,500$621K0.33%+25013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC26,477$621K0.06%-63413F-HRTimeline
Lifeworks Advisors, LLC26,197$614K0.06%+1,24613F-HRTimeline
General Partner, Inc.26,000$609K0.33%new13F-HRTimeline
Meridian Wealth Management, LLC25,915$607K0.02%+2,89313F-HRTimeline
ARWA LLC25,242$590K0.24%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC25,065$588K0.02%new13F-HRTimelineGroup
Inscription Capital, LLC25,029$587K0.05%-2,37813F-HRTimeline
Index Fund Advisors, Inc.24,781$581K0.02%+42513F-HRTimeline
Almanack Investment Partners, LLC.24,692$579K0.07%+9,15313F-HRTimeline
Geneos Wealth Management Inc.24,396$572K0.01%+4,90513F-HRTimeline
Center For Asset Management LLC24,060$564K0.25%+1,92213F-HRTimeline
DAVENPORT & Co LLC23,973$562K<0.01%+3,64013F-HRTimeline
PETRA FINANCIAL ADVISORS INC23,964$562K0.26%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …23,678$555K0.03%+2,61013F-HRTimelineGroup
Next Level Wealth Planning, LLC23,661$555K0.24%+49613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…23,649$554K0.02%+15613F-HRTimelineGroup
NorthStar Asset Management LLC /NJ/23,581$553K0.22%+6,98713F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…23,398$548K<0.01%+2,46813F-HRTimelineGroup
Gateway Wealth Partners, LLC23,311$546K0.03%-1,12613F-HRTimeline
Yoffe Investment Management, LLC22,997$539K0.62%+18813F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC22,927$537K0.05%+3,23013F-HRTimelineGroup
WealthPoint Financial, LLC22,897$537K0.39%+3,55813F-HRTimeline
WESBANCO BANK INC23,000$536K0.01%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.22,659$531K0.02%-1,62213F-HRTimeline
Rockwood Wealth Management, LLC22,225$521K0.03%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV22,287$519K0.17%+1,65913F-HRTimeline
Investment Advisory Group, LLC21,873$513K0.11%+4,76513F-HRTimeline
Portland Financial Advisors Inc21,821$511K0.93%-2013F-HRTimeline
WealthPlan Investment Management, LLC21,731$509K0.03%+513F-HRTimeline
Investment Research & Advisory Group, I…21,645$507K0.16%+1,86613F-HRTimeline
Quantinno Capital Management LP21,422$502K<0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…21,343$500K<0.01%+4,84913F-HRTimelineGroup
Walser Wealth Management Company, A Ltd…21,296$499K0.21%new13F-HRTimeline
Institute for Wealth Management, LLC.21,276$499K0.04%013F-HRTimeline
Smartleaf Asset Management LLC21,253$498K0.02%013F-HRTimeline
WealthTrak Capital Management LLC20,822$488K0.32%+6,01413F-HRTimeline
Fairman Group, LLC20,550$482K0.38%-13013F-HRTimeline
Avior Wealth Management, LLC20,277$475K0.01%-1,99513F-HRTimeline
BLAIR WILLIAM & CO/IL20,223$474K<0.01%+25013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC20,144$472K0.01%-6,08013F-HRTimeline
Zinnia Wealth Advisory, LLC19,568$459K0.47%-16,37913F-HRTimeline
FMR LLCin group FMR LLC19,563$459K<0.01%-7,06113F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC19,476$457K0.14%-1,07513F-HRTimeline
TWO SIGMA SECURITIES, LLC18,855$442K0.04%new13F-HRTimeline
Larson Financial Group LLC18,815$441K0.01%+18,21513F-HRTimeline
Acorn Wealth Advisors, LLC18,755$440K0.11%+37513F-HRTimeline
TBH Global Asset Management, LLC18,736$439K0.08%+1,85113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS18,728$439K<0.01%+2,27713F-HRTimeline
LaFleur & Godfrey LLC18,646$437K0.05%+1,76213F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC18,629$437K0.35%+72213F-HRTimeline
Madden Advisory Services, Inc.18,428$432K0.15%+1,50013F-HRTimeline
Integrated Wealth Concepts LLC18,380$431K<0.01%-17,07413F-HR/ATimeline
Leslie Global Wealth, LLC18,213$427K0.17%-5,28413F-HRTimeline
INSTRUMENTAL WEALTH, LLC18,127$425K0.22%+45113F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS18,113$425K0.04%new13F-HRTimeline
Texas Capital Bank Wealth Management Se…18,094$424K0.02%new13F-HRTimeline
KELLEHER FINANCIAL ADVISORS17,995$422K0.06%new13F-HRTimeline
Kathmere Capital Management, LLC17,756$416K0.02%-46,96613F-HRTimeline
Private Wealth Group, LLC17,717$415K0.16%+2,77813F-HRTimeline
Betterment LLC17,543$411K<0.01%+1,79413F-HRTimeline
MCDONALD PARTNERS LLC17,426$408K0.1%+2,52313F-HRTimeline
Dunhill Financial, LLC17,215$404K0.08%+6,17613F-HRTimeline
Orion Porfolio Solutions, LLC17,156$402K<0.01%-13,57113F-HRTimeline
Ballast Rock Private Wealth LLC16,824$394K0.18%+29313F-HRTimeline
Lynx Investment Advisory16,796$394K0.13%+79713F-HRTimeline
Vise Technologies, Inc.16,314$382K<0.01%+2,54213F-HRTimeline
GK Wealth Management LLC16,147$378K0.23%new13F-HRTimeline
Garton & Associates Financial Advisors …16,108$378K0.85%+4,46113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,996$375K0.01%-2,05613F-HRTimelineGroup
WPG Advisers, LLC15,895$373K0.22%+1,16913F-HRTimeline
Bright Futures Wealth Management, LLC.15,731$369K0.24%+82813F-HRTimeline
Triumph Capital Management15,575$365K0.07%+8,27013F-HRTimeline
Dynamic Advisor Solutions LLC15,456$362K0.01%+3,04013F-HRTimeline
Strategic Investment Advisors / MI15,351$360K0.02%-4913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,093$354K<0.01%-17,88913F-HR/ATimelineGroup
Founders Financial Alliance, LLC14,976$351K0.05%+9,68313F-HRTimeline
Triad Wealth Partners, LLC15,002$348K0.02%+3,64913F-HRTimeline
Pinnacle Bancorp, Inc.14,370$337K0.09%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,315$336K<0.01%+3,11313F-HRTimelineGroup
Ellis Investment Partners, LLC14,292$335K0.05%new13F-HRTimeline
PEAK FINANCIAL ADVISORS LLC14,145$332K0.14%-35813F-HRTimeline
Ausdal Financial Partners, Inc.13,929$327K0.01%-98013F-HRTimeline
Provenance Wealth Advisors, LLC13,794$323K0.03%-6,76713F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK13,725$322K<0.01%-81013F-HRTimelineGroup
Linscomb Wealth, Inc.13,725$322K0.01%new13F-HRTimeline
Hegarty Advisors, LLC13,648$320K0.22%+23513F-HRTimeline