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Disclosery

SPHY SPDR SERIES TRUST

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SHS (fund)

453 managers (457 13F filers) reported a position in SPHY shares at 2025-03-31, 253,455,259 shares in all. 58 filers opened a position and 36 filers sold out during the quarter.

Managers
453
13F filers
457
New
58
Added
238
Reduced
115
Sold out
36
Shares held by filers
253,455,259

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
EXENCIAL WEALTH ADVISORS, LLC56,416$1.32M0.05%+2,79413F-HRTimeline
Marks Group Wealth Management, Inc56,054$1.31M0.13%new13F-HRTimeline
FOSTER & MOTLEY INC55,921$1.31M0.08%+1,00213F-HRTimeline
SBI Securities Co., Ltd.54,331$1.27M0.04%-3,30213F-HRTimeline
VanderPol Investments L.L.C.53,672$1.26M2.66%+6,62413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding53,632$1.26M-37,067Timeline
Stokes Family Office, LLC53,613$1.26M0.14%+34,04113F-HRTimeline
Avior Wealth Management, LLC53,405$1.25M0.05%-5,85313F-HRTimeline
SWP FINANCIAL LLC52,079$1.22M0.75%+2,24713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.51,443$1.2M0.02%-17,31313F-HRTimelineGroup
Atria Investments, Inc51,304$1.2M0.02%+6,06413F-HRTimeline
Austin Private Wealth, LLC50,422$1.18M0.11%+32,27813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …48,641$1.13M0.09%+1,96213F-HRTimeline
United Advisor Group, LLC48,398$1.13M0.23%+6,06313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV47,948$1.12M0.09%+51313F-HRTimeline
Index Fund Advisors, Inc.46,822$1.1M0.07%-44,42613F-HRTimeline
Continuum Advisory, LLC46,796$1.1M0.14%+12,38413F-HRTimeline
Simplicity Wealth,LLC46,508$1.09M0.08%-24,65113F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD46,508$1.09M0.98%-27,66313F-HRTimeline
New Insight Wealth Advisors46,278$1.08M0.49%+4,32413F-HRTimeline
CENTAURUS FINANCIAL, INC.46,010$1.08M0.07%+3,70013F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC45,351$1.06M0.01%+26,06313F-HRTimelineGroup
Redwood Financial Network Corp45,307$1.06M0.81%-5413F-HRTimeline
FLOW TRADERS U.S. LLC45,220$1.06M0.04%new13F-HRTimeline
Keystone Wealth Services, LLC45,204$1.06M0.29%+19213F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC44,286$1.04M0.43%+1,37813F-HRTimeline
Fermata Advisors, LLC44,233$1.04M0.19%+3,48513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC43,010$1.01M<0.01%013F-HR/ATimelineGroup
Qube Research & Technologies Ltd42,693$1000K<0.01%+37813F-HRTimeline
Stewardship Advisors, LLC40,514$949K0.26%+5,45613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED39,757$931K0.09%new13F-HR/ATimeline
Brown Financial Advisory39,448$924K0.58%+77913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC37,645$882K0.12%-5,68313F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC37,405$876K0.23%new13F-HRTimelineGroup
SOUTH PLAINS FINANCIAL, INC.37,064$868K0.68%+29413F-HRTimeline
Creative Planningin group Creative Planning36,870$864K<0.01%-2,79913F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC36,202$848K0.23%+12,53413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC35,062$821K0.01%-67513F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC34,853$816K0.11%new13F-HRTimeline
Towne Trust Company, N.A34,836$816K0.29%+32,42213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC32,530$762K<0.01%013F-HRTimelineGroup
Advisors Asset Management, Inc.32,516$762K0.01%+2,90213F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …32,275$756K0.01%+12,09313F-HRTimelineGroup
Inscription Capital, LLC31,485$739K0.12%13F-HRTimeline
Wealth Group, Ltd.31,074$728K0.47%+5,35713F-HRTimeline
Arete Wealth Advisors, LLC31,049$727K0.06%-10,54413F-HRTimeline
SMH CAPITAL ADVISORS INC30,000$703K1.63%-30,00013F-HRTimeline
Catalyst Capital Advisors LLC30,000$703K0.01%-30,00013F-HRTimeline
Provenance Wealth Advisors, LLC29,642$694K0.1%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC29,598$693K0.56%-13,91313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…29,504$691K0.14%+12,35913F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC29,006$679K0.01%new13F-HR/ATimelineGroup
Compass Ion Advisors, LLC28,935$678K0.08%-6813F-HRTimeline
Maia Wealth LLC29,110$664K0.15%+4,26313F-HRTimeline
Note Advisors, LLC27,402$642K0.53%new13F-HRTimeline
MainStreet Investment Advisors LLC27,120$635K0.09%+1,11013F-HRTimeline
Exchange Bank27,046$633K0.51%-1,33413F-HRTimeline
Godshalk Welsh Capital Management, Inc.26,750$626K0.41%+2513F-HRTimeline
Visionary Wealth Advisors26,749$626K0.04%-96613F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…26,696$625K0.11%+1,32313F-HRTimeline
Aspire Private Capital, LLC26,665$624K0.16%-10,15213F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…26,523$621K0.05%+60613F-HRTimelineGroup
EHRLICH FINANCIAL GROUP26,143$612K0.45%+8,21613F-HRTimeline
Leslie Global Wealth, LLC25,682$601K0.29%-1,02013F-HRTimeline
Trilogy Capital Inc.25,670$601K0.03%-5,81313F-HRTimeline
WealthPlan Investment Management, LLC25,422$595K0.06%-1,93113F-HRTimeline
MOLLER WEALTH PARTNERS25,326$593K0.15%new13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…25,234$591K0.02%+41513F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB25,090$588K0.02%+68513F-HRTimeline
Sound Income Strategies, LLC24,996$585K0.03%new13F-HRTimeline
GeoWealth Management, LLC23,204$543K0.02%new13F-HRTimeline
Lion Street Advisors, LLC23,000$539K0.17%013F-HRTimeline
PFG Advisors22,397$525K0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.22,364$524K0.01%+1,14813F-HRTimeline
Yoffe Investment Management, LLC22,064$517K0.76%+12313F-HRTimeline
TFG Advisers LLC21,880$512K0.19%+5,94713F-HRTimeline
Auour Investments LLC21,899$509K0.18%+1,22413F-HRTimeline
Fairman Group, LLC21,335$501K0.46%013F-HRTimeline
Western Wealth Management, LLC20,123$471K0.03%-58913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…19,451$455K0.07%-14,96913F-HRTimeline
Consolidated Portfolio Review Corp19,223$450K0.07%-1,95813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19,206$450K0.01%-40013F-HRTimelineGroup
Collaborative Wealth Managment Inc.18,918$443K0.21%-24913F-HRTimeline
Orion Porfolio Solutions, LLC18,811$441K<0.01%-93813F-HRTimeline
Orion Portfolio Solutions, LLC18,811$441K<0.01%-93813F-HR/ATimeline
Portland Financial Advisors Inc18,235$427K1.09%+7,00113F-HRTimeline
CALTON & ASSOCIATES, INC.17,847$418K0.1%new13F-HR/ATimeline
Parkwoods Wealth Partners, LLC17,694$414K0.28%new13F-HRTimeline
IFP Advisors, Inc17,691$414K0.01%+4,57013F-HRTimeline
Center For Asset Management LLC17,576$412K0.25%+6,70513F-HRTimeline
Vantage Financial Partners, LLC17,084$400K0.1%-5,49213F-HRTimeline
PFG Investments, LLC17,035$399K0.03%new13F-HRTimeline
WPG Advisers, LLC16,810$394K0.37%-97113F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV17,201$393K0.21%-6,96613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/16,546$387K<0.01%-205,97313F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC16,262$381K<0.01%-4,18913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.16,000$375K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC15,909$373K0.01%+6,61413F-HRTimeline
Betterment LLC15,904$372K<0.01%-6,43213F-HRTimeline
Northwest Capital Management Inc15,864$372K0.15%+7,30913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…15,823$371K<0.01%+1,00313F-HRTimelineGroup
INSTRUMENTAL WEALTH, LLC15,803$368K0.33%+62213F-HRTimeline
Investor's Fiduciary Advisor Network, L…15,680$367K0.17%013F-HRTimeline
WBH ADVISORY INC15,376$360K0.03%+5,23113F-HRTimeline
PEAK FINANCIAL ADVISORS LLC15,271$358K0.18%+40713F-HRTimeline
World Investment Advisors15,170$355K0.01%+6,17413F-HRTimeline
Bell Investment Advisors, Inc14,949$350K0.06%+1,61113F-HRTimeline
TWO SIGMA SECURITIES, LLC14,942$350K0.05%new13F-HRTimeline
BlueStem Wealth Partners, LLC14,924$350K0.05%-520,69413F-HRTimeline
Scott Capital Advisors, LLC14,753$346K0.1%+14713F-HRTimeline
McNaughton Wealth Management, LLC14,590$342K0.17%-121,57813F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC14,576$341K0.06%13F-HRTimeline
NAPATREE CAPITAL LLC14,560$341K0.19%013F-HRTimeline
Coppell Advisory Solutions LLC14,562$340K0.05%-26813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC14,361$336K0.03%+21013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,044$329K<0.01%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.13,786$323K0.02%-1,06813F-HRTimeline
B. Riley Wealth Advisors, Inc.13,572$318K0.01%-9313F-HRTimeline
LaFleur & Godfrey LLC13,543$317K0.04%+9413F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC13,513$316K0.33%-4,13813F-HRTimeline
Sowell Financial Services LLC13,423$314K0.01%+2,66713F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…13,298$311K<0.01%+1,23613F-HRTimelineGroup
SVB WEALTH LLC13,245$310K0.01%+79513F-HRTimeline
Key Financial Inc13,243$310K0.07%013F-HRTimeline
BTS Asset Management, Inc.13,180$309K0.35%-33,92913F-HRTimeline
Certified Advisory Corp13,064$306K0.03%+64013F-HRTimeline
NWAM LLC12,905$302K0.03%-67,25113F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.12,684$297K0.12%-6,55713F-HRTimeline
Strategic Investment Advisors / MI12,682$297K0.03%+11313F-HRTimeline
Acorn Wealth Advisors, LLC12,464$292K0.12%+1,92813F-HRTimeline
Hennion & Walsh Asset Management, Inc.12,334$289K0.01%-7613F-HRTimeline
CERTUITY, LLC12,308$288K0.03%new13F-HRTimeline
Pinnacle Bancorp, Inc.11,990$281K0.09%013F-HRTimeline
Next Level Wealth Planning, LLC11,687$274K0.21%new13F-HRTimeline
Capital Investment Advisory Services, L…11,578$271K0.02%+1,39613F-HRTimeline
Ariadne Wealth Management, LP11,672$271K0.14%-69113F-HRTimeline
Rossby Financial, LCC11,591$270K0.12%new13F-HRTimeline
PETRA FINANCIAL ADVISORS INC11,522$270K0.22%-65313F-HRTimeline
Lynx Investment Advisory11,376$266K0.18%-1,43413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,334$265K0.01%-1,19613F-HRTimelineGroup
Signal Advisors Wealth, LLC11,310$265K0.03%-2,36413F-HRTimeline
DAVENPORT & Co LLC11,300$265K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC11,115$260K<0.01%+74513F-HRTimeline
Runnymede Capital Advisors, Inc.11,053$259K0.25%013F-HRTimeline
Madden Advisory Services, Inc.10,896$255K0.12%+1513F-HRTimeline
Gladstone Institutional Advisory LLC10,807$253K0.01%-81413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,762$252K<0.01%-7713F-HRTimelineGroup
LANARK FINANCIAL, INC.10,793$252K0.02%+10,78413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,614$249K0.02%new13F-HRTimeline
BIRCH FINANCIAL GROUP, LLC10,611$248K0.22%-8,94713F-HRTimeline
Wealthspire Retirement, LLC10,609$248K0.02%-6,30313F-HRTimeline
Keystone Financial Group10,575$248K0.03%013F-HRTimeline
Financial Advocates Investment Manageme…10,573$248K0.02%-2,28213F-HRTimeline
Good Life Advisors, LLC10,475$245K0.02%+1,34413F-HRTimeline
Authentikos Wealth Advisory, LLC10,365$243K0.19%new13F-HR/ATimeline
KFG WEALTH MANAGEMENT, LLC10,337$242K0.04%-1,76313F-HRTimeline
Symphony Financial Services, Inc.10,300$241K0.16%-70013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,224$239K0.01%+1,48613F-HRTimelineGroup
Cresset Asset Management, LLC10,152$238K<0.01%+18313F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC9,829$230K0.04%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,655$226K<0.01%013F-HRTimelineGroup
NorthStar Asset Management LLC /NJ/9,391$220K0.14%+29013F-HRTimeline
Accel Wealth Management8,616$202K0.07%new13F-HRTimeline
Integrity Wealth Solutions LLC8,607$202K0.11%new13F-HRTimeline
FSA Advisors, Inc.8,593$201K0.16%-41113F-HRTimeline
QUADRANT CAPITAL GROUP LLC8,500$199K0.01%+3,50013F-HRTimeline
Arax Advisory Partners8,185$192K0.01%+8,07113F-HRTimeline
Steward Partners Investment Advisory, L…7,526$176K<0.01%-10713F-HRTimeline
Battery Global Advisors, LLC7,254$170K0.09%+2,00013F-HRTimeline
Sunbelt Securities, Inc.7,160$168K0.01%+4913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,148$167K0.01%013F-HRTimelineGroup
MAI Capital Management6,894$161K<0.01%-17213F-HRTimeline
EP Wealth Advisors, LLC5,896$138K<0.01%+8613F-HRTimeline
PRIVATE TRUST CO NA5,755$135K0.01%013F-HRTimeline
Investment Research & Advisory Group, I…5,719$134K0.06%+1,19013F-HRTimeline
CoreCap Advisors, LLC5,711$134K0.01%+38113F-HRTimeline
WHITTIER TRUST CO5,470$128K<0.01%+4,07513F-HRTimeline
Jackson Hole Capital Partners, LLC5,181$121K0.02%new13F-HRTimeline
Morton Brown Family Wealth, LLC5,102$119K0.04%new13F-HRTimeline
Wayfinding Financial, LLC5,008$117K0.05%new13F-HRTimeline
REDMONT WEALTH ADVISORS LLC4,529$106K0.21%new13F-HRTimeline
Westend Capital Management, LLC4,501$105K0.04%new13F-HRTimeline
WASHINGTON TRUST Co4,277$100K<0.01%+2,17413F-HRTimeline
2UniFi Bank4,102$97.8K0.06%+43013F-HRTimeline
Founders Financial Alliance, LLC4,160$97.4K0.02%+35513F-HRTimeline
HOWE & RUSLING INC4,151$97.2K0.01%+1,33613F-HRTimeline
AMERIFLEX GROUP, INC.4,090$95.8K0.04%+1313F-HRTimeline
Woodside Wealth Management LLC3,990$93.4K0.09%13F-HRTimeline
AdvisorNet Financial, Inc3,535$82.8K0.01%+63813F-HRTimeline
BOK Financial Private Wealth, Inc.3,377$79.1K0.01%-14613F-HRTimeline
WealthTrak Capital Management LLC2,835$66.4K0.06%-36,24213F-HRTimeline
Realta Investment Advisors2,602$60.9K0.03%+9313F-HRTimeline
Bogart Wealth, LLC2,278$53.4K<0.01%-33113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,212$51.8K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.1,682$39.2K<0.01%-413F-HRTimeline
Center for Financial Planning, Inc.1,635$38.3K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,620$37.9K<0.01%+96013F-HRTimeline
Whipplewood Advisors, LLC28$37.7K0.03%-1,57913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,663$37.3K<0.01%-62813F-HRTimelineGroup
Urban Financial Advisory Corp1,559$36.5K0.02%+2013F-HRTimeline