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Disclosery

SPHY SPDR SERIES TRUST

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SHS (fund)

448 managers (454 13F filers) reported a position in SPHY shares at 2025-06-30, 255,125,952 shares in all. 57 filers opened a position and 63 filers sold out during the quarter.

Managers
448
13F filers
454
New
57
Added
222
Reduced
128
Sold out
63
Shares held by filers
255,125,952

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Rede Wealth, LLC66,006$1.57M0.57%+4,33013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP64,811$1.54M<0.01%new13F-HRTimeline
Optas, LLC64,419$1.53M0.29%+5,20313F-HRTimeline
PLANWISER FINANCIAL, LLC64,154$1.52M1.3%new13F-HRTimeline
Continuum Advisory, LLC62,117$1.48M0.18%+15,32113F-HRTimeline
SMH CAPITAL ADVISORS INC62,000$1.48M3.35%+32,00013F-HRTimeline
Catalyst Capital Advisors LLC62,000$1.48M0.03%+32,00013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.60,982$1.45M0.07%-1,82913F-HRTimelineGroup
FOSTER & MOTLEY INC60,604$1.44M0.08%+4,68313F-HRTimeline
Tempus Wealth Planning, LLC60,468$1.44M0.36%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC59,405$1.41M<0.01%new13F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC59,030$1.4M0.39%+2,32513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC58,871$1.4M0.05%+2,45513F-HRTimeline
VanderPol Investments L.L.C.58,591$1.39M2.93%+4,91913F-HRTimeline
Grantvest Financial Group LLC58,062$1.38M1.03%-3,30613F-HRTimeline
STOCK YARDS BANK & TRUST CO55,307$1.32M0.04%-4,96313F-HRTimeline
Strategic Financial Planning, Inc.55,159$1.31M0.82%-227,76113F-HRTimeline
WCG Wealth Advisors LLC53,969$1.28M0.08%-3,07613F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD53,484$1.27M0.93%+6,97613F-HRTimeline
Avior Wealth Management, LLC50,774$1.21M0.04%-2,63113F-HRTimeline
Signal Advisors Wealth, LLC50,520$1.2M0.09%+39,21013F-HRTimeline
Towne Trust Company, N.A50,447$1.2M0.42%+15,61113F-HR/ATimeline
Arete Wealth Advisors, LLC49,650$1.18M0.08%+18,60113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV49,520$1.18M0.08%+1,57213F-HRTimeline
WealthTrak Capital Management LLC49,077$1.17M0.98%+46,24213F-HRTimeline
WEDBUSH SECURITIES INC47,993$1.14M0.04%-15,74113F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC46,952$1.12M0.25%+10,75013F-HRTimeline
Index Fund Advisors, Inc.46,822$1.11M0.06%013F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC46,550$1.11M0.41%+2,26413F-HRTimeline
Maia Wealth LLC45,879$1.09M0.21%+16,76913F-HRTimeline
Redwood Financial Network Corp45,307$1.08M0.73%013F-HRTimeline
Revisor Wealth Management LLC45,345$1.07M0.39%-39,84413F-HRTimeline
CENTAURUS FINANCIAL, INC.44,890$1.07M0.06%-1,12013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED44,250$1.05M0.09%+4,49313F-HRTimeline
Fermata Advisors, LLC44,059$1.05M0.28%-17413F-HRTimeline
Sovran Advisors, LLC44,126$1.04M0.11%-18,31313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC43,010$1.02M<0.01%013F-HR/ATimelineGroup
Brown Financial Advisory42,148$1M0.55%+2,70013F-HRTimeline
Stewardship Advisors, LLC41,796$995K0.25%+1,28213F-HRTimeline
New Insight Wealth Advisors41,765$994K0.41%-4,51313F-HRTimeline
SWP FINANCIAL LLC40,812$971K0.53%-11,26713F-HRTimeline
WHITTIER TRUST CO38,995$928K0.01%+33,52513F-HRTimeline
Qube Research & Technologies Ltd36,211$862K<0.01%-6,48213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC35,405$843K0.1%-2,24013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC35,378$842K0.01%+31613F-HRTimelineGroup
Keystone Wealth Services, LLC35,315$840K0.2%-9,88913F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC34,929$831K0.1%+7613F-HRTimeline
WealthPlan Investment Management, LLC34,809$828K0.06%+9,38713F-HRTimeline
Provenance Wealth Advisors, LLC34,421$819K0.12%+4,77913F-HRTimeline
Advisors Asset Management, Inc.34,343$817K0.01%+1,82713F-HR/ATimeline
Note Advisors, LLC34,259$815K0.56%+6,85713F-HRTimeline
Orion Porfolio Solutions, LLC33,420$795K0.01%+14,60913F-HR/ATimeline
ENDEAVOR PRIVATE WEALTH, INC.33,228$791K0.37%-45,40613F-HRTimeline
Good Steward Wealth Advisors,LLC32,667$777K0.61%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…32,400$771K<0.01%new13F-HR/ATimelineGroup
Leslie Global Wealth, LLC32,344$770K0.41%+6,66213F-HRTimeline
NOVEM GROUP30,760$732K0.09%new13F-HRTimeline
HighTower Advisors, LLC30,372$723K<0.01%-56,35913F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…29,615$705K0.12%+2,91913F-HRTimeline
Inscription Capital, LLC29,453$701K0.1%-2,03213F-HRTimeline
Compass Ion Advisors, LLC28,956$689K0.07%+2113F-HRTimeline
Trilogy Capital Inc.28,505$678K0.03%+2,83513F-HRTimeline
Mission Hills Financial Advisory, LLC27,278$649K0.4%new13F-HRTimeline
Aspire Private Capital, LLC26,810$638K0.15%+14513F-HRTimeline
Godshalk Welsh Capital Management, Inc.26,750$637K0.39%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …26,501$631K0.01%-5,77413F-HRTimelineGroup
Exchange Bank26,369$628K0.5%-67713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…26,266$625K0.01%+16,04213F-HRTimelineGroup
TFG Advisers LLC24,946$594K0.2%+3,06613F-HRTimeline
Parkwoods Wealth Partners, LLC24,637$586K0.34%+6,94313F-HRTimeline
Regal Investment Advisors LLC24,531$584K0.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.23,574$561K0.01%+1,21013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…23,480$559K0.02%-1,75413F-HRTimelineGroup
Authentikos Wealth Advisory, LLC23,050$549K0.38%+12,68513F-HR/ATimeline
Auour Investments LLC23,044$548K0.19%+1,14513F-HRTimeline
TWO SIGMA SECURITIES, LLC22,911$545K0.07%+7,96913F-HRTimeline
Yoffe Investment Management, LLC22,253$530K0.72%+18913F-HRTimeline
Mechanics Financial Corp22,019$524K0.22%-87,57913F-HRTimeline
Carolina Wealth Advisors, LLC21,413$510K0.25%new13F-HRTimeline
Fairman Group, LLC21,335$508K0.42%013F-HRTimeline
PEAK FINANCIAL ADVISORS LLC20,515$488K0.25%+5,24413F-HRTimeline
GatePass Capital, LLC20,200$481K0.32%new13F-HRTimeline
Bell Investment Advisors, Inc19,924$474K0.08%+4,97513F-HRTimeline
Consolidated Portfolio Review Corp19,403$462K0.06%+18013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19,206$457K0.02%013F-HRTimelineGroup
WBH ADVISORY INC19,048$453K0.04%+3,67213F-HRTimeline
Portland Financial Advisors Inc18,455$439K1.05%+22013F-HRTimeline
Collaborative Wealth Managment Inc.18,101$431K0.19%-81713F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV17,756$420K0.2%+55513F-HRTimeline
General Partner, Inc.17,400$414K0.24%new13F-HRTimeline
Vantage Financial Partners, LLC17,090$407K0.09%+613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/16,979$403K<0.01%+43313F-HR/ATimelineGroup
Investment Research & Advisory Group, I…16,718$398K0.15%+10,99913F-HRTimeline
Legacy PCG, LLC16,659$396K0.25%new13F-HRTimeline
INSTRUMENTAL WEALTH, LLC16,189$381K0.3%+38613F-HRTimeline
Investor's Fiduciary Advisor Network, L…15,960$379K0.14%+28013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…15,820$377K<0.01%-313F-HRTimelineGroup
Western Wealth Management, LLC15,663$373K0.02%-4,46013F-HRTimeline
Madden Advisory Services, Inc.15,350$365K0.16%+4,45413F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC15,275$364K0.35%+1,76213F-HRTimeline
SVB WEALTH LLC14,840$353K0.02%+1,59513F-HRTimeline
WPG Advisers, LLC14,659$349K0.29%-2,15113F-HRTimeline
Coppell Advisory Solutions LLC14,701$349K0.04%+13913F-HR/ATimeline
Next Level Wealth Planning, LLC14,625$348K0.22%+2,93813F-HRTimeline
FLC Capital Advisors14,471$344K0.07%-188,76013F-HRTimeline
Pinnacle Bancorp, Inc.14,370$342K0.11%+2,38013F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…14,364$342K0.11%new13F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC14,361$342K0.02%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC14,534$340K0.07%-4213F-HRTimeline
NWAM LLC14,205$338K0.02%+1,30013F-HR/ATimeline
Scott Capital Advisors, LLC14,079$333K0.09%-67413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …13,491$321K0.02%-35,15013F-HR/ATimeline
Advisory Services Network, LLC13,527$321K0.01%-2,38213F-HRTimeline
LaFleur & Godfrey LLC13,409$319K0.04%-13413F-HRTimeline
Janney Montgomery Scott LLC13,329$317K<0.01%-429,48313F-HRTimeline
Key Financial Inc13,243$315K0.06%013F-HRTimeline
NorthStar Asset Management LLC /NJ/13,226$315K0.17%+3,83513F-HRTimeline
Certified Advisory Corp13,164$313K0.03%+10013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.12,674$302K0.11%-1013F-HRTimeline
Hennion & Walsh Asset Management, Inc.12,366$294K0.01%+3213F-HRTimeline
World Investment Advisors12,304$293K0.01%-2,86613F-HRTimeline
Strategic Investment Advisors / MI12,282$292K0.03%-40013F-HRTimeline
PETRA FINANCIAL ADVISORS INC12,240$291K0.18%+71813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,193$290K0.01%new13F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC12,120$288K0.1%new13F-HR/ATimeline
Lynx Investment Advisory12,086$288K0.19%+71013F-HRTimeline
Integrated Wealth Concepts LLC12,071$287K<0.01%+95613F-HRTimeline
Vise Technologies, Inc.11,778$280K0.01%13F-HRTimeline
Gladstone Institutional Advisory LLC11,698$278K0.01%+89113F-HRTimeline
Rossby Financial, LCC11,646$277K0.1%+5513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …11,619$277K0.02%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…11,617$276K0.02%+3913F-HRTimeline
Acorn Wealth Advisors, LLC11,576$276K0.1%-88813F-HRTimeline
Good Life Advisors, LLC11,357$270K0.02%+88213F-HRTimeline
Betterment LLC11,070$263K<0.01%-4,83413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,005$262K0.01%-64,46913F-HRTimelineGroup
Keystone Financial Group10,925$260K0.02%+35013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC10,891$259K0.02%-78,54713F-HRTimeline
Oxbow Advisors, LLC10,866$259K0.03%new13F-HRTimeline
Ariadne Wealth Management, LP10,872$258K0.12%-80013F-HRTimeline
BlueStem Wealth Partners, LLC10,835$258K0.03%-4,08913F-HRTimeline
Global View Capital Management LLC10,814$257K0.08%new13F-HRTimeline
Wealthspire Retirement, LLC10,782$257K0.02%+17313F-HRTimeline
Perennial Investment Advisors, LLC10,688$254K0.02%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,676$254K<0.01%-8613F-HRTimelineGroup
Center For Asset Management LLC10,800$253K0.16%-6,77613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,631$253K0.01%-70313F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC10,520$250K0.02%new13F-HRTimeline
Symphony Financial Services, Inc.10,300$250K0.15%013F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd10,410$248K0.02%new13F-HRTimelineGroup
EHRLICH FINANCIAL GROUP10,259$244K0.16%-15,88413F-HRTimeline
PFG Investments, LLC10,210$243K0.01%-6,82513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,180$242K<0.01%+52513F-HRTimelineGroup
Capital CS Group, LLC10,110$241K0.39%new13F-HRTimeline
EP Wealth Advisors, LLC10,094$240K<0.01%+4,19813F-HRTimeline
McNaughton Wealth Management, LLC9,839$234K0.1%-4,75113F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC9,829$234K0.04%013F-HRTimeline
Strategic Blueprint, LLC9,738$232K0.01%new13F-HRTimeline
Westerkirk Capital Inc.9,700$231K0.03%13F-HRTimeline
Steward Partners Investment Advisory, L…9,129$217K<0.01%+1,60313F-HRTimeline
Sowell Financial Services LLC9,120$217K0.01%-4,30313F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC9,082$216K0.11%new13F-HRTimeline
Ausdal Financial Partners, Inc.9,000$214K0.01%-4,78613F-HRTimeline
MONECO ADVISORS, LLC8,974$214K0.02%new13F-HRTimeline
REDMONT WEALTH ADVISORS LLC8,918$212K0.31%+4,38913F-HRTimeline
FSA Advisors, Inc.8,849$211K0.17%+25613F-HRTimeline
Accel Wealth Management8,725$208K0.07%+10913F-HRTimeline
BLAIR WILLIAM & CO/IL7,983$190K<0.01%+6,47413F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.7,762$185K0.13%-29,30213F-HRTimeline
Arax Advisory Partners7,361$175K0.01%-82413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,275$173K<0.01%+5,75013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,149$170K0.01%+113F-HRTimelineGroup
Sunbelt Securities, Inc.7,111$167K0.01%-4913F-HRTimeline
MAI Capital Management6,941$165K<0.01%+4713F-HRTimeline
Battery Global Advisors, LLC5,410$129K0.06%-1,84413F-HRTimeline
Morton Brown Family Wealth, LLC5,200$124K0.04%+9813F-HRTimeline
Founders Financial Alliance, LLC5,135$122K0.03%+97513F-HRTimeline
WFA of San Diego, LLC4,624$110K0.08%13F-HRTimeline
PRIVATE TRUST CO NA4,605$110K0.01%-1,15013F-HRTimeline
Westend Capital Management, LLC4,501$107K0.03%013F-HRTimeline
Woodside Wealth Management LLC3,990$95K0.08%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC3,780$90K0.08%13F-HRTimeline
AdvisorNet Financial, Inc3,535$84.1K0.01%013F-HRTimeline
HOWE & RUSLING INC3,465$82.5K0.01%-68613F-HRTimeline
BOK Financial Private Wealth, Inc.3,403$81K0.01%+2613F-HRTimeline
CoreCap Advisors, LLC2,753$65.5K<0.01%-2,95813F-HRTimeline
Capital A Wealth Management, LLC2,690$62.9K0.7%+2,68413F-HRTimeline
Realta Investment Advisors2,384$56.7K0.02%-21813F-HRTimeline
FMR LLCin group FMR LLC2,337$55.6K<0.01%+1,87613F-HRTimelineGroup
Bogart Wealth, LLC2,278$54.2K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,212$52.6K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,086$49.6K<0.01%+42313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,019$48.1K<0.01%+39913F-HRTimeline
Grove Bank & Trust1,947$46.3K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.1,899$45.1K0.02%-2,19113F-HRTimeline
TD Waterhouse Canada Inc.1,682$39.7K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC1,663$39.6K0.02%+1,63513F-HRTimeline
Truvestments Capital LLC1,605$38.2K0.01%+43213F-HRTimeline
Urban Financial Advisory Corp1,589$37.8K0.02%+3013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,472$35K0.01%013F-HR/ATimelineGroup