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Disclosery

SPHY SPDR SERIES TRUST

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SHS (fund)

525 managers (531 13F filers) reported a position in SPHY shares at 2026-03-31, 280,298,268 shares in all. 60 filers opened a position and 62 filers sold out during the quarter.

Managers
525
13F filers
531
New
60
Added
269
Reduced
145
Sold out
62
Shares held by filers
280,298,268

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Ameritas Investment Partners, Inc.group of 2 filers holding101,326$2.36M+45,975Timeline
StoneX Group Inc.in group StoneX Group Inc.101,183$2.36M0.13%+87,63613F-HRTimelineGroup
SCOTIA CAPITAL INC.101,041$2.36M0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management99,456$2.32M0.03%+17,00713F-HRTimelineGroup
Sound Stewardship, LLC97,777$2.28M1.04%+3,95113F-HRTimeline
Martel Wealth Advisors LLC95,251$2.22M0.38%+4,21313F-HRTimeline
Tenzing Financial LLC93,889$2.21M1.66%+3,16713F-HRTimeline
Clear Creek Financial Management, LLC92,778$2.16M0.17%new13F-HRTimeline
Mission Hills Financial Advisory, LLC92,241$2.15M1.1%+32,90413F-HRTimeline
LVZ, Inc.86,433$2.02M0.23%+6,35213F-HRTimeline
LaSalle St. Investment Advisors, LLC86,319$2.01M0.28%+2,51313F-HRTimeline
SBI Securities Co., Ltd.85,888$2M0.05%-1,04813F-HRTimeline
Nikulski Financial, Inc.85,486$1.99M0.49%+83313F-HRTimeline
Prime Capital Investment Advisors, LLC85,322$1.99M0.02%-2,64113F-HRTimeline
Summit Financial, LLC85,304$1.99M0.03%+57,01813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC85,027$1.98M<0.01%+78,56413F-HRTimelineGroup
Continuum Advisory, LLC84,577$1.97M0.19%+1,16913F-HRTimeline
Autumn Glory Partners, LLC83,542$1.95M0.72%013F-HRTimeline
United Advisor Group, LLC79,370$1.85M0.23%-1,62413F-HRTimeline
Mutual Advisors, LLC79,305$1.85M0.04%+24,35613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT79,273$1.85M0.21%-1,73213F-HRTimeline
Three Arch Wealth Management LLC78,538$1.83M0.33%+2,97013F-HRTimeline
Aurora Private Wealth, Inc.76,556$1.79M1.27%-17,82613F-HRTimeline
J.W. COLE ADVISORS, INC.74,380$1.73M0.06%-1,40413F-HRTimeline
IHT Wealth Management, LLC73,676$1.72M0.04%-2,52413F-HRTimeline
Lantern Wealth Advisors, LLC71,455$1.67M0.85%+2,13513F-HRTimeline
TRB Wealth Management, LLC70,751$1.65M0.23%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC69,654$1.62M0.05%+2,71513F-HRTimeline
Garde Capital, Inc.67,043$1.56M0.09%013F-HRTimeline
Kathmere Capital Management, LLC64,722$1.51M0.09%-61,53113F-HRTimeline
Jordan Park Group LLC63,586$1.48M0.08%-10,55813F-HRTimeline
World Investment Advisors63,331$1.48M0.02%+4,56913F-HRTimeline
Sovran Advisors, LLC60,648$1.43M0.11%-3,46513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC59,423$1.39M0.16%+4,52013F-HRTimeline
Symphony Financial Services, Inc.57,875$1.35M0.69%+1,87513F-HRTimeline
Arete Wealth Advisors, LLC54,558$1.27M0.1%+1,42813F-HR/ATimeline
CENTAURUS FINANCIAL, INC.53,713$1.25M0.06%+6,25413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV52,285$1.22M0.07%+22013F-HRTimeline
Heritage Family Offices, LLP51,639$1.2M0.53%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.51,625$1.2M0.1%+42,25713F-HRTimeline
WEDBUSH SECURITIES INC51,243$1.2M0.03%+5013F-HRTimeline
Ashton Thomas Private Wealth, LLC50,717$1.18M0.03%+6,11713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT50,155$1.17M0.01%-12,09813F-HRTimeline
Grantvest Financial Group LLC49,782$1.16M0.75%-2,94113F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC49,114$1.15M0.31%+3,72513F-HRTimeline
Stewardship Advisors, LLC49,050$1.14M0.26%+4,89113F-HRTimeline
ALLIANCEBERNSTEIN L.P.47,255$1.12M<0.01%+2,68213F-HRTimeline
Onyx Bridge Wealth Group LLC47,923$1.12M0.12%-35,07713F-HRTimeline
Note Advisors, LLC47,870$1.12M0.56%+3,51313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC47,345$1.1M0.02%-100,15113F-HR/ATimeline
Rede Wealth, LLC45,664$1.06M0.38%-13,11813F-HRTimeline
HARBOUR INVESTMENTS, INC.45,427$1.06M0.02%+10,63013F-HRTimeline
WHITTIER TRUST CO43,971$1.03M0.01%+5,42613F-HRTimeline
Redwood Financial Network Corp44,000$1.03M0.67%-42513F-HRTimeline
Fermata Advisors, LLC43,194$1.01M0.23%-16413F-HRTimeline
Qube Research & Technologies Ltd43,160$1.01M<0.01%new13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…42,904$1M0.14%+6,43613F-HRTimeline
Brown Financial Advisory42,842$999K0.5%-13613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV42,621$994K0.05%+7,08413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED41,831$975K0.07%-11,68213F-HRTimeline
Cassady Wealth & Retirement Planning, L…41,314$973K0.5%-1,04113F-HRTimeline
Capital Investment Management, Inc.41,326$964K0.33%+5,18513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC40,409$942K0.01%-1,51513F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC39,605$924K0.04%+2,80713F-HRTimeline
Peregrine Asset Advisers, Inc.39,549$922K0.25%+12,10813F-HRTimeline
Amicus Financial Advisors, LLC39,075$911K0.25%+9,50213F-HRTimeline
Exchange Bank38,112$889K0.62%+70013F-HRTimeline
Revisor Wealth Management LLC37,518$875K0.24%+5,64013F-HRTimeline
NOVEM GROUP37,081$865K0.1%+3,76813F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC36,902$861K0.55%+1,68613F-HRTimeline
Advisors Asset Management, Inc.36,317$847K0.01%+1,49313F-HRTimeline
WBH ADVISORY INC36,365$845K0.06%+4,57013F-HRTimeline
CAPITOLIS LIQUID GLOBAL MARKETS LLCin group CAPITOLIS LIQUID GLOBAL MARKE…36,000$840K0.01%13F-HRTimelineGroup
Zinnia Wealth Advisory, LLC35,947$838K0.94%+18,29813F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC35,900$837K9.4%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC35,597$830K0.06%-5,06513F-HRTimeline
Integrated Wealth Concepts LLC35,454$827K0.01%new13F-HRTimeline
New Insight Wealth Advisors34,785$811K0.29%-1,11013F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd34,596$807K0.06%+1,69013F-HRTimelineGroup
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG34,835$804K0.01%new13F-HRTimelineGroup
Regal Investment Advisors LLC34,107$795K0.05%-10,50013F-HRTimeline
Rossby Financial, LCC33,982$790K0.16%+21,87213F-HRTimeline
Keystone Wealth Services, LLC32,913$768K0.16%new13F-HRTimeline
Sunesis Advisors, LLC32,395$755K0.34%013F-HRTimeline
Simplicity Wealth,LLC31,436$733K0.04%+10,96613F-HRTimeline
Orion Porfolio Solutions, LLC30,727$717K0.01%-71113F-HRTimeline
Aspire Private Capital, LLC30,241$705K0.16%+2,17013F-HRTimeline
Aptus Capital Advisors, LLC29,264$682K0.01%+26,90013F-HRTimeline
NWAM LLC29,234$682K0.04%+1,13813F-HRTimeline
Compass Ion Advisors, LLC29,017$677K0.06%+1413F-HRTimeline
Independent Wealth Network Inc.28,115$656K0.19%+18,80513F-HRTimeline
Inscription Capital, LLC27,407$639K0.07%-57613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC27,111$632K0.07%-7,26213F-HRTimeline
Visionary Wealth Advisors26,933$628K0.03%+3,20113F-HRTimeline
Brandywine Asset Management, Inc.26,607$621K0.49%+46613F-HRTimeline
FMR LLCin group FMR LLC26,624$621K<0.01%+21,22213F-HRTimelineGroup
Godshalk Welsh Capital Management, Inc.26,250$612K0.35%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC26,224$612K0.02%-7,220,36013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC25,997$606K<0.01%+3,68413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.25,367$592K0.01%-51413F-HRTimelineGroup
Atria Investments, Inc24,993$583K0.01%-36,87413F-HRTimeline
Lifeworks Advisors, LLC24,951$582K0.07%-51,82313F-HRTimeline
Western Wealth Management, LLC24,899$581K0.02%+10,78113F-HR/ATimeline
TMB Capital Partners, LLC24,617$574K0.19%+92313F-HRTimeline
Gateway Wealth Partners, LLC24,437$570K0.02%new13F-HRTimeline
Index Fund Advisors, Inc.24,356$568K0.03%+70013F-HRTimeline
Hennion & Walsh Asset Management, Inc.24,281$566K0.02%+5,53013F-HRTimeline
Sandro Wealth Management LLC24,026$560K0.45%+8,59613F-HRTimeline
Leslie Global Wealth, LLC23,497$548K0.29%-6,33513F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…23,493$548K0.02%-52413F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC23,417$546K<0.01%new13F-HRTimelineGroup
Next Level Wealth Planning, LLC23,165$540K0.28%+6,30913F-HRTimeline
Meridian Wealth Management, LLC23,022$537K0.02%-2,74613F-HRTimeline
Yoffe Investment Management, LLC22,809$532K0.68%+12313F-HRTimeline
Avior Wealth Management, LLC22,272$519K0.01%+43413F-HRTimeline
Center For Asset Management LLC22,138$516K0.26%+3,05513F-HRTimeline
Portland Financial Advisors Inc21,841$509K1.06%+1,55513F-HRTimeline
WealthPlan Investment Management, LLC21,726$507K0.03%-1,02313F-HRTimeline
Clearstead Advisors, LLC21,302$497K<0.01%-465,42013F-HRTimeline
Institute for Wealth Management, LLC.21,276$496K0.05%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …21,068$491K0.03%+6,82013F-HRTimelineGroup
Smartleaf Asset Management LLC21,253$491K0.02%+19,57313F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…20,930$488K<0.01%-1,91013F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV20,628$483K0.17%-8913F-HRTimeline
Fairman Group, LLC20,680$482K0.41%-65513F-HRTimeline
Provenance Wealth Advisors, LLC20,561$479K0.05%013F-HRTimeline
Joseph P. Lucia & Associates, LLC20,551$479K0.17%+3,70113F-HRTimeline
DAVENPORT & Co LLC20,333$474K<0.01%+93613F-HRTimeline
BLAIR WILLIAM & CO/IL19,973$466K<0.01%+17513F-HRTimeline
Investment Research & Advisory Group, I…19,779$461K0.16%+1,23813F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC19,697$459K0.05%+2,01813F-HRTimelineGroup
Geneos Wealth Management Inc.19,491$455K0.01%+1,60713F-HRTimeline
WealthPoint Financial, LLC19,339$451K0.38%+4,09013F-HR/ATimeline
Kingsview Wealth Management, LLC19,129$446K0.01%-52,36013F-HRTimeline
Wealthspire Retirement, LLC19,044$444K0.03%+3,40313F-HRTimeline
Acorn Wealth Advisors, LLC18,380$429K0.12%+1,47813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …18,052$421K0.01%+1,86913F-HRTimelineGroup
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC17,907$418K0.37%+84513F-HRTimeline
INSTRUMENTAL WEALTH, LLC17,676$412K0.25%+25013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP32,982$409K<0.01%+15,65513F-HRTimelineGroup
Sanchez Levi Garrett17,533$409K0.26%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/17,493$408K<0.01%+3,84113F-HRTimelineGroup
Investment Advisory Group, LLC17,108$399K0.1%+2,03513F-HRTimeline
Madden Advisory Services, Inc.16,928$395K0.16%+1,00013F-HRTimeline
TBH Global Asset Management, LLC16,885$394K0.08%new13F-HRTimeline
LaFleur & Godfrey LLC16,884$394K0.05%+57513F-HRTimeline
Advisory Services Network, LLC16,809$392K0.01%+71413F-HRTimeline
NorthStar Asset Management LLC /NJ/16,594$387K0.19%-1,46413F-HRTimeline
Ballast Rock Private Wealth LLC16,531$385K0.21%+22513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…16,494$384K<0.01%+21013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS16,451$384K<0.01%+1,40413F-HRTimeline
Lynx Investment Advisory15,999$373K0.18%+62613F-HRTimeline
Betterment LLC15,749$367K<0.01%+2,90613F-HRTimeline
Almanack Investment Partners, LLC.15,539$362K0.06%new13F-HRTimeline
Strategic Investment Advisors / MI15,400$359K0.02%+2,67513F-HRTimeline
OpenArc Corporate Advisory, LLC15,019$350K0.01%-10,58713F-HRTimeline
Private Wealth Group, LLC14,939$348K0.16%+70113F-HR/ATimeline
Ausdal Financial Partners, Inc.14,909$348K0.02%-1,59613F-HRTimeline
MCDONALD PARTNERS LLC14,903$348K0.08%new13F-HRTimeline
Bright Futures Wealth Management, LLC.14,903$348K0.24%+9213F-HRTimeline
WealthTrak Capital Management LLC14,808$345K0.25%+4,85613F-HRTimeline
WPG Advisers, LLC14,726$343K0.25%-37713F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK14,535$339K<0.01%new13F-HRTimelineGroup
PEAK FINANCIAL ADVISORS LLC14,503$338K0.15%-2,60613F-HRTimeline
Pinnacle Bancorp, Inc.14,370$335K0.1%013F-HRTimeline
Vise Technologies, Inc.13,772$326K0.01%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,920$325K0.01%+12213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,856$323K<0.01%-15613F-HRTimeline
Parkwoods Wealth Partners, LLC13,793$322K0.08%-37313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…13,649$318K0.04%-3,13213F-HRTimeline
PLANWISER FINANCIAL, LLC13,489$318K0.23%+1,80813F-HRTimeline
Key Financial Inc13,568$316K0.06%013F-HRTimeline
Hegarty Advisors, LLC13,413$313K0.25%+15313F-HRTimeline
BlueStem Wealth Partners, LLC13,175$307K0.03%+92913F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC13,152$307K0.05%+60913F-HRTimeline
Concorde Asset Management, LLC12,962$302K0.15%-19,65513F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV12,792$298K0.19%+1,40013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT12,635$295K0.01%new13F-HRTimeline
Global View Capital Management LLC12,609$294K0.08%-5,53213F-HRTimeline
FLC Capital Advisors12,575$293K0.05%013F-HRTimeline
Dynamic Advisor Solutions LLC12,416$290K0.01%+2,18313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.12,353$288K0.09%+1713F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC12,206$285K0.12%-62313F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV12,191$284K0.07%+87913F-HRTimeline
Sightline Wealth Advisors, LLC12,120$283K0.12%+3,25213F-HRTimeline
Leo Wealth, LLC12,061$281K0.02%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC11,647$272K0.02%-10513F-HRTimeline
Garton & Associates Financial Advisors …11,647$272K0.22%-10,90713F-HRTimeline
Triad Wealth Partners, LLC11,353$265K0.02%new13F-HRTimeline
Capital Investment Advisory Services, L…11,343$265K0.02%+7013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,330$264K<0.01%+2,66713F-HRTimelineGroup
Ariadne Wealth Management, LP11,283$263K0.12%-80013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,202$261K<0.01%-5,01613F-HRTimelineGroup
Dunhill Financial, LLC11,039$257K0.06%new13F-HRTimeline
HUB Investment Partners, LLC11,000$257K0.01%-50013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,931$255K<0.01%+36113F-HRTimelineGroup
HOLDERNESS INVESTMENTS CO10,778$251K0.05%+2513F-HRTimeline
Balefire, LLC10,611$247K0.05%-89,72413F-HRTimeline
OneDigital Investment Advisors LLC10,477$244K<0.01%-6,77413F-HRTimeline
Keystone Financial Group10,475$244K0.02%013F-HRTimeline