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Disclosery

SPHY SPDR SERIES TRUST

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SHS (fund)

531 managers (538 13F filers) reported a position in SPHY shares at 2025-12-31, 288,579,314 shares in all. 62 filers opened a position and 33 filers sold out during the quarter.

Managers
531
13F filers
538
New
62
Added
257
Reduced
139
Sold out
33
Shares held by filers
288,579,314

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Creative Planningin group Creative Planning90,457$2.14M<0.01%+7,27413F-HRTimelineGroup
Austin Private Wealth, LLC90,016$2.13M0.16%+9,25313F-HRTimeline
Convergence Financial, LLC89,957$2.13M0.31%-1,02213F-HRTimeline
Prime Capital Investment Advisors, LLC87,963$2.08M0.03%+1,90013F-HRTimeline
SEEDS INVESTOR LLC87,299$2.07M0.4%+13,52813F-HRTimeline
SBI Securities Co., Ltd.86,936$2.06M0.05%+8,29513F-HRTimeline
HRT FINANCIAL LP86,421$2.04M0.01%-345,76213F-HRTimeline
Nikulski Financial, Inc.84,653$2M0.48%+5,86513F-HRTimeline
LaSalle St. Investment Advisors, LLC83,806$1.98M0.32%+16,52113F-HRTimeline
FOSTER & MOTLEY INC83,603$1.98M0.11%+11,32213F-HRTimeline
Autumn Glory Partners, LLC83,542$1.98M0.69%013F-HRTimeline
Continuum Advisory, LLC83,408$1.97M0.2%+14,81313F-HRTimeline
Onyx Bridge Wealth Group LLC83,000$1.96M0.21%-279,13513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…82,808$1.96M<0.01%+24,00813F-HR/ATimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management82,449$1.95M0.02%-4,78013F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT81,005$1.92M0.21%+3,42213F-HRTimeline
United Advisor Group, LLC80,994$1.92M0.25%-10,00313F-HRTimeline
LVZ, Inc.80,081$1.9M0.21%new13F-HR/ATimeline
TWO SIGMA SECURITIES, LLC79,486$1.88M0.26%+55,12213F-HRTimeline
Gladstone Institutional Advisory LLC78,524$1.86M0.07%-2,56013F-HRTimeline
Lifeworks Advisors, LLC76,774$1.82M0.24%-29113F-HRTimeline
IHT Wealth Management, LLC76,200$1.8M0.04%+1,40413F-HRTimeline
Three Arch Wealth Management LLC75,568$1.79M0.34%13F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC75,104$1.78M0.32%+2,84713F-HRTimeline
Jordan Park Group LLC74,144$1.75M0.1%new13F-HRTimeline
Kingsview Wealth Management, LLC71,489$1.69M0.02%+46,04313F-HRTimeline
Elm3 Financial Group, LLC69,699$1.65M1.37%new13F-HRTimeline
Lantern Wealth Advisors, LLC69,320$1.64M0.87%+2,03713F-HRTimeline
Garde Capital, Inc.67,043$1.59M0.09%-9713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC66,939$1.58M0.05%+2,02613F-HRTimeline
Sovran Advisors, LLC64,113$1.53M0.13%+12,36113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT62,253$1.47M0.01%-9,98613F-HRTimeline
Atria Investments, Inc61,867$1.46M0.02%-173,29013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP60,606$1.44M<0.01%+7,65813F-HRTimeline
Tempus Wealth Planning, LLC60,468$1.43M0.33%013F-HRTimeline
Mission Hills Financial Advisory, LLC59,337$1.4M0.74%+25,72713F-HRTimeline
Rede Wealth, LLC58,782$1.39M0.48%new13F-HRTimeline
World Investment Advisors58,762$1.39M0.02%+25,48313F-HR/ATimeline
Symphony Financial Services, Inc.56,000$1.33M0.68%+4,67513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…55,351$1.31M0.05%+51,14713F-HRTimelineGroup
Strategic Financial Planning, Inc.54,972$1.31M0.74%+67113F-HRTimeline
Mutual Advisors, LLC54,949$1.3M0.03%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC54,903$1.3M0.15%+16,36313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED53,513$1.27M0.09%-9,63313F-HRTimeline
Arete Wealth Advisors, LLC53,130$1.26M0.09%+23013F-HR/ATimeline
Grantvest Financial Group LLC52,723$1.25M0.8%-6,09413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV52,065$1.23M0.08%+41213F-HRTimeline
GatePass Capital, LLC51,800$1.23M0.63%-6,75013F-HRTimeline
WEDBUSH SECURITIES INC51,193$1.21M0.04%+1,00013F-HRTimeline
CENTAURUS FINANCIAL, INC.47,459$1.12M0.05%+1,40613F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC45,389$1.07M0.35%-48913F-HRTimeline
Note Advisors, LLC44,357$1.06M0.54%+6,01813F-HRTimeline
Regal Investment Advisors LLC44,607$1.06M0.06%+17,96413F-HRTimeline
Ashton Thomas Private Wealth, LLC44,600$1.06M0.03%+32,58213F-HRTimeline
ALLIANCEBERNSTEIN L.P.44,573$1.06M<0.01%+54713F-HRTimeline
Redwood Financial Network Corp44,425$1.05M0.67%-213F-HRTimeline
Stewardship Advisors, LLC44,159$1.05M0.24%+2,83813F-HRTimeline
Fermata Advisors, LLC43,358$1.03M0.25%-12013F-HRTimeline
F/m Investments LLC43,302$1.02M0.04%-30,94713F-HRTimeline
Brown Financial Advisory42,978$1.02M0.51%+65113F-HRTimeline
Cassady Wealth & Retirement Planning, L…42,355$1M0.65%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC41,924$992K0.01%+5,36113F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC40,662$962K0.07%-40,58013F-HRTimeline
WHITTIER TRUST CO38,545$916K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,093$902K<0.01%+8,09313F-HRTimelineGroup
Trilogy Capital Inc.37,600$890K0.04%+8,52513F-HRTimeline
Exchange Bank37,412$886K0.61%+10,94313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC36,798$871K0.04%+1,12413F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…36,468$863K0.13%+3,92313F-HRTimeline
Capital Investment Management, Inc.36,141$855K0.3%13F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…36,000$852K0.01%-9,00013F-HRTimelineGroup
New Insight Wealth Advisors35,895$850K0.3%+50013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV35,537$841K0.04%+3,58613F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC35,216$834K0.56%new13F-HRTimeline
Advisors Asset Management, Inc.34,824$824K0.01%-87613F-HR/ATimeline
HARBOUR INVESTMENTS, INC.34,797$824K0.02%+1,13013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC34,373$814K0.09%-1,61813F-HRTimeline
NOVEM GROUP33,313$789K0.09%+1,09713F-HRTimeline
Janney Montgomery Scott LLC32,974$780K<0.01%+19,21113F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd32,906$779K0.05%+22,03013F-HRTimelineGroup
Concorde Asset Management, LLC32,617$772K0.31%+6,88313F-HRTimeline
Sunesis Advisors, LLC32,395$767K0.35%-51,56213F-HRTimeline
Revisor Wealth Management LLC31,878$758K0.2%-15513F-HRTimeline
WBH ADVISORY INC31,795$753K0.06%+2,17413F-HRTimeline
Orion Porfolio Solutions, LLC31,438$744K0.01%+94813F-HRTimeline
Leslie Global Wealth, LLC29,832$706K0.32%+5,74613F-HRTimeline
Amicus Financial Advisors, LLC29,573$700K0.2%13F-HRTimeline
Compass Ion Advisors, LLC29,003$687K0.07%+2713F-HRTimeline
Summit Financial, LLC28,286$670K0.01%+97613F-HRTimeline
NWAM LLC28,096$666K0.04%+1,45213F-HRTimeline
Aspire Private Capital, LLC28,071$664K0.15%+43513F-HRTimeline
Inscription Capital, LLC27,983$662K0.07%-1,92413F-HRTimeline
Peregrine Asset Advisers, Inc.27,441$650K0.18%new13F-HRTimeline
Godshalk Welsh Capital Management, Inc.26,250$621K0.35%-1,50013F-HRTimeline
Brandywine Asset Management, Inc.26,141$619K0.43%13F-HRTimeline
General Partner, Inc.26,000$615K0.35%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.25,881$613K0.01%-2,76913F-HRTimelineGroup
Meridian Wealth Management, LLC25,768$610K0.02%-196,05213F-HRTimeline
OpenArc Corporate Advisory, LLC25,606$606K0.01%13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers24,653$584K<0.01%new13F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…24,017$568K0.02%+49413F-HRTimelineGroup
Visionary Wealth Advisors23,732$562K0.03%new13F-HRTimeline
GTS SECURITIES LLC23,718$561K0.02%+10,77013F-HRTimeline
TMB Capital Partners, LLC23,694$561K0.19%13F-HRTimeline
Index Fund Advisors, Inc.23,656$560K0.03%-23,58713F-HRTimeline
Gambit Capital Management, LLC23,541$557K0.4%13F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…22,840$541K<0.01%-2,56213F-HRTimelineGroup
WealthPlan Investment Management, LLC22,749$538K0.03%-42713F-HRTimeline
Yoffe Investment Management, LLC22,686$537K0.69%+24713F-HRTimeline
Garton & Associates Financial Advisors …22,554$534K0.3%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC22,313$528K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC21,838$517K0.02%-24,35113F-HRTimeline
Bauman Advisory Group, LLC21,760$515K0.42%13F-HRTimeline
Fairman Group, LLC21,335$505K0.4%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV20,717$492K0.19%new13F-HRTimeline
Provenance Wealth Advisors, LLC20,561$487K0.05%013F-HRTimeline
Simplicity Wealth,LLC20,470$485K0.03%-39,09213F-HRTimeline
Portland Financial Advisors Inc20,286$480K1.02%+61813F-HRTimeline
Collaborative Wealth Managment Inc.20,127$476K0.17%+1,44013F-HRTimeline
BLAIR WILLIAM & CO/IL19,798$469K<0.01%-2,40513F-HRTimeline
DAVENPORT & Co LLC19,397$459K<0.01%+5,22913F-HRTimeline
Center For Asset Management LLC19,083$452K0.24%+8313F-HRTimeline
BCS Wealth Management18,827$446K0.05%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.18,751$444K0.02%+1,22713F-HRTimeline
Investment Research & Advisory Group, I…18,541$439K0.15%+1,23313F-HRTimeline
Global View Capital Management LLC18,141$429K0.08%new13F-HRTimeline
NorthStar Asset Management LLC /NJ/18,058$427K0.19%+2,93213F-HRTimeline
Geneos Wealth Management Inc.17,884$423K0.01%-64213F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC17,679$418K0.04%new13F-HRTimelineGroup
Zinnia Wealth Advisory, LLC17,649$418K0.45%13F-HRTimeline
INSTRUMENTAL WEALTH, LLC17,426$414K0.25%+90713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP17,327$410K<0.01%+1,28913F-HR/ATimelineGroup
OneDigital Investment Advisors LLC17,251$408K<0.01%-84,26213F-HRTimeline
PEAK FINANCIAL ADVISORS LLC17,109$405K0.18%-33313F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC17,062$404K0.36%+1,52713F-HRTimeline
REDMONT WEALTH ADVISORS LLC16,933$401K0.61%+8,50413F-HRTimeline
Acorn Wealth Advisors, LLC16,902$400K0.12%+2,46113F-HRTimeline
Next Level Wealth Planning, LLC16,856$399K0.21%+2,06813F-HRTimeline
Joseph P. Lucia & Associates, LLC16,850$399K0.14%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…16,781$397K0.05%+3,18013F-HRTimeline
Ausdal Financial Partners, Inc.16,505$391K0.02%-31613F-HRTimeline
LaFleur & Godfrey LLC16,309$386K0.05%+1,72113F-HRTimeline
Ballast Rock Private Wealth LLC16,306$386K0.24%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…16,284$385K<0.01%+33213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,218$384K0.01%-10,44413F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …16,183$383K0.01%-3,56513F-HRTimelineGroup
Advisory Services Network, LLC16,095$381K0.01%+71413F-HRTimeline
Madden Advisory Services, Inc.15,928$377K0.15%+78713F-HRTimeline
Wealthspire Retirement, LLC15,641$370K0.02%+4,80513F-HRTimeline
Sandro Wealth Management LLC15,430$365K0.3%13F-HRTimeline
Lynx Investment Advisory15,373$364K0.2%+2,76513F-HRTimeline
Investor's Fiduciary Advisor Network, L…15,375$363K0.08%-1,30013F-HRTimeline
WealthPoint Financial, LLC15,249$361K0.31%13F-HRTimeline
PETRA FINANCIAL ADVISORS INC15,115$358K0.21%+2,22713F-HRTimeline
WPG Advisers, LLC15,103$357K0.27%+22013F-HRTimeline
Investment Advisory Group, LLC15,073$357K0.09%+3,54413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS15,047$356K<0.01%new13F-HRTimeline
Legacy PCG, LLC14,941$354K0.22%-1,71813F-HRTimeline
Coppell Advisory Solutions LLC14,924$354K0.03%+39913F-HRTimeline
Bright Futures Wealth Management, LLC.14,811$351K0.26%-1,19613F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC7,359$348K0.33%new13F-HRTimeline
Cadence Bank14,535$344K0.02%new13F-HRTimeline
Certified Advisory Corp14,417$341K0.03%+1,25313F-HRTimeline
Pinnacle Bancorp, Inc.14,370$340K0.1%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …14,248$337K0.03%+1,01113F-HRTimelineGroup
Private Wealth Group, LLC14,238$337K0.16%new13F-HRTimeline
Parkwoods Wealth Partners, LLC14,166$335K0.1%+3,35513F-HRTimeline
Western Wealth Management, LLC14,118$334K0.02%-1,74213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,012$332K<0.01%+3,18013F-HRTimeline
GK Wealth Management LLC13,890$329K0.24%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,798$327K0.01%+2,95313F-HR/ATimeline
Vise Technologies, Inc.13,772$326K0.01%+4,60413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/13,652$323K<0.01%+90613F-HRTimelineGroup
Key Financial Inc13,568$321K0.06%+32513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.13,547$321K0.01%-61,73313F-HRTimelineGroup
Hegarty Advisors, LLC13,260$314K0.27%13F-HRTimeline
Capital CS Group, LLC13,062$309K0.49%+2,94313F-HRTimeline
Vantage Financial Partners, LLC12,992$308K0.06%+36613F-HRTimeline
Betterment LLC12,843$304K<0.01%+97413F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC12,829$304K0.13%+2,19913F-HRTimeline
Strategic Investment Advisors / MI12,725$301K0.03%-24,92113F-HRTimeline
FLC Capital Advisors12,575$298K0.05%-1,22313F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC12,543$297K0.05%13F-HRTimeline
Mach-1 Financial Group, LLC12,373$293K0.06%new13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.12,336$292K0.09%+12013F-HRTimeline
BlueStem Wealth Partners, LLC12,246$290K0.03%+54013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.12,212$289K0.08%-6,92613F-HRTimeline
Rossby Financial, LCC12,110$287K0.09%-63313F-HRTimeline
Ariadne Wealth Management, LP12,083$286K0.12%+1,04413F-HRTimeline
PLANWISER FINANCIAL, LLC11,681$278K0.21%-121,20113F-HR/ATimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC11,752$278K0.02%-2,60913F-HRTimeline
HUB Investment Partners, LLC11,500$272K0.01%new13F-HRTimeline
Box Hill Private Wealth LLC11,413$270K0.27%13F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV11,392$270K0.17%13F-HRTimeline
Scott Capital Advisors, LLC11,375$269K0.06%+7713F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV11,312$268K0.07%new13F-HRTimeline
Capital Investment Advisory Services, L…11,273$267K0.02%-44013F-HRTimeline
Mechanics Financial Corp11,194$265K0.1%-27813F-HRTimeline
HOLDERNESS INVESTMENTS CO10,753$255K0.05%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,570$250K<0.01%+113F-HRTimelineGroup