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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
DROMS STRAUSS ADVISORS INC /MO/ /ADV13,582$318K0.07%+1,39113F-HRTimeline
Key Financial Inc13,568$318K0.05%013F-HRTimeline
HRT FINANCIAL LP13,308$311K<0.01%-165,49713F-HRTimeline
Sightline Wealth Advisors, LLC13,243$310K0.11%+1,12313F-HRTimeline
Parkwoods Wealth Partners, LLC13,127$308K0.05%-66613F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC12,910$303K0.11%+70413F-HRTimeline
Clear Creek Financial Management, LLC12,783$300K0.02%-79,99513F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV12,647$296K0.18%-14513F-HRTimeline
FLC Capital Advisors12,574$295K0.05%-113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC12,197$286K<0.01%-1,72313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.12,152$285K0.08%-20113F-HRTimeline
Ariadne Wealth Management, LP12,135$284K0.13%+85213F-HRTimeline
Kingsview Wealth Management, LLC12,000$281K<0.01%-7,12913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,656$273K<0.01%new13F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC11,570$271K0.02%-7713F-HRTimeline
XY Planning Network, Inc.11,245$264K0.03%new13F-HRTimeline
KWB Wealth11,243$264K0.02%+1,85013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,193$262K0.01%+1,01013F-HRTimelineGroup
Capital Investment Advisory Services, L…11,132$261K0.02%-21113F-HRTimeline
Fortis Capital Advisors, LLC11,066$259K0.03%+72713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.11,009$258K<0.01%+7813F-HRTimelineGroup
HUB Investment Partners, LLC11,000$258K<0.01%013F-HRTimeline
BCS Wealth Management10,834$254K0.05%+52613F-HRTimeline
HOLDERNESS INVESTMENTS CO10,778$253K0.04%013F-HRTimeline
Keystone Financial Group10,475$246K0.01%013F-HRTimeline
PFG Investments, LLC10,437$245K0.01%+44313F-HRTimeline
Mechanics Financial Corp10,390$244K0.09%013F-HRTimeline
PMG Family Office LLC10,297$241K0.22%+1,58013F-HRTimeline
Patriot Financial Group Insurance Agenc…10,214$239K0.02%new13F-HRTimeline
S Harris Financial Group, LLC10,195$239K0.19%+17813F-HRTimeline
Box Hill Private Wealth LLC10,173$238K0.19%+10413F-HRTimeline
Spectrum Strategic Capital Management, …10,079$236K0.12%-4913F-HRTimeline
Advisor Resource Council9,899$231K0.08%+23813F-HRTimeline
Obermeyer Wealth Partners9,795$230K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,655$226K<0.01%-513F-HRTimelineGroup
Mueller Wealth, LLC9,624$226K0.15%+59113F-HRTimeline
Legacy Financial Strategies, LLC9,611$225K0.03%new13F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC9,531$223K0.03%-3,62113F-HRTimeline
LexAurum Advisors, LLC9,439$221K0.03%new13F-HRTimeline
Signal Advisors Wealth, LLC9,437$221K0.01%new13F-HRTimeline
Summit Financial Wealth Advisors, LLC9,300$218K0.03%013F-HRTimeline
OneDigital Investment Advisors LLC9,294$218K<0.01%-1,18313F-HRTimeline
Scott Capital Advisors, LLC9,181$215K0.03%+4513F-HRTimeline
EP Wealth Advisors, LLC9,160$215K<0.01%new13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/9,159$215K0.07%013F-HRTimelineGroup
Severin Investments, LLC9,084$213K0.16%new13F-HRTimeline
Avory & Company, LLC9,062$212K0.27%013F-HRTimeline
MONECO ADVISORS, LLC9,061$212K0.01%+47013F-HRTimeline
KLCM Advisors, Inc.8,945$210K0.02%013F-HRTimeline
Wealthspire Retirement, LLC8,938$210K0.01%-10,10613F-HRTimeline
Morton Brown Family Wealth, LLC8,938$210K0.05%+15613F-HRTimeline
Strategic Blueprint, LLC8,837$207K0.01%new13F-HRTimeline
Sowell Financial Services LLC8,799$206K0.01%-64213F-HRTimeline
INTEGRITY ALLIANCE, LLC.8,792$206K0.01%new13F-HRTimeline
Perennial Investment Advisors, LLC8,789$206K0.01%+7513F-HRTimeline
FINANCIAL LIFE ADVISORS8,727$205K0.06%-352,71613F-HRTimeline
LANE BROTHERS & CO INC8,725$205K0.13%new13F-HRTimeline
Valpey Financial Services, LLC8,544$200K0.12%new13F-HRTimeline
Millstone Evans Group, LLC8,270$194K0.1%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST8,002$188K0.02%013F-HRTimeline
BARD ASSOCIATES INC7,945$186K0.04%new13F-HRTimeline
SIGNATUREFD, LLC7,793$183K<0.01%+7,36413F-HRTimeline
Cape Investment Advisory, Inc.7,366$173K0.05%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,275$170K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC7,045$165K0.07%-22313F-HRTimeline
CoreCap Advisors, LLC7,039$165K<0.01%-9413F-HRTimeline
DUNCKER STREETT & CO INC6,870$161K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,706$156K0.01%+1413F-HRTimeline
Clean Yield Group6,560$154K0.04%-80413F-HRTimeline
AdvisorNet Financial, Inc6,398$150K0.01%+1,77913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,352$149K<0.01%+4,68613F-HRTimeline
Strategic Advocates LLC6,223$146K0.56%+29913F-HRTimeline
Realta Investment Advisors5,810$136K0.04%-19813F-HRTimeline
First Command Advisory Services, Inc.5,697$134K<0.01%new13F-HRTimeline
Allworth Financial LP5,609$131K<0.01%+1,42713F-HRTimeline
RHL GROUP, LLC5,095$117K0.1%new13F-HRTimeline
Sunrise Financial Services, LLC4,930$116K0.07%-26913F-HRTimeline
TFC Financial Management, Inc.4,836$113K0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.4,675$110K0.06%+19213F-HRTimeline
Synergy Investment Management, LLC4,663$108K0.03%new13F-HRTimeline
Battery Global Advisors, LLC4,596$108K0.05%013F-HRTimeline
SG Americas Securities, LLC4,371$102K<0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp3,864$90.6K0.1%new13F-HRTimeline
PlanVest Financial, Inc3,684$86.4K0.06%+34013F-HRTimeline
CX Institutional3,257$76K<0.01%-95713F-HRTimeline
Activest Wealth Management3,200$75K0.01%013F-HRTimeline
TRUST CO OF VERMONT3,127$73.3K<0.01%13F-HRTimeline
Atomic Invest LLC2,844$66.7K0.01%+73713F-HRTimeline
IFG Advisory, LLC2,427$56.9K<0.01%+20313F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC2,309$54.1K0.04%+813F-HRTimeline
BOK Financial Private Wealth, Inc.2,209$51.8K<0.01%-1913F-HRTimeline
HOWE & RUSLING INC2,179$51.1K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC2,150$50.4K0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,350$49.5K0.01%new13F-HRTimeline
IMA Advisory Services, Inc.2,100$49.2K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,065$48.4K0.01%+1,91013F-HRTimeline
AMERIFLEX GROUP, INC.2,017$47.3K0.02%-2,22113F-HRTimeline
Aptus Capital Advisors, LLC1,989$46.6K<0.01%-27,27513F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,892$44.3K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.1,807$42.1K<0.01%013F-HRTimeline
Signature Equity Partners, LLC1,770$41.5K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.1,725$40.4K<0.01%-3713F-HRTimeline
PRIVATE TRUST CO NA1,553$36.4K<0.01%+913F-HRTimeline
Meramec Financial Planners, LLC1,552$36K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,500$35.2K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC1,383$32.4K<0.01%-81013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,364$32K<0.01%013F-HRTimeline
NFSG Corp1,325$31.1K<0.01%+913F-HRTimeline
SHP Wealth Management1,217$28.5K<0.01%new13F-HRTimeline
Urban Financial Advisory Corp1,185$27.8K0.01%-15613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,164$27.3K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC1,091$25.6K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC1,061$24.9K0.01%-1,12913F-HRTimeline
DB Fitzpatrick & Co, Inc1,004$23.5K0.02%013F-HR/ATimeline
SOUTH PLAINS FINANCIAL, INC.996$23.3K0.01%013F-HRTimeline
Bogart Wealth, LLC933$21.9K<0.01%+1713F-HRTimeline
Tidemark, LLC861$20.2K<0.01%+83413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…847$19.9K<0.01%-2913F-HRTimelineGroup
Fourth Dimension Wealth, LLC843$19.8K0.01%-50013F-HRTimeline
TOP Private Wealth LLC.815$19.1K0.02%13F-HRTimeline
Blue Trust, Inc.772$18.1K<0.01%+52113F-HRTimeline
SOA Wealth Advisors, LLC.767$18K<0.01%013F-HRTimeline
Basepoint Wealth LLC738$17.3K0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC684$16K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.659$15.4K<0.01%+8813F-HRTimeline
Archer Investment Corp475$11.1K<0.01%013F-HR/ATimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…464$10.9K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.440$10.3K<0.01%-4113F-HRTimeline
Graney & King, LLC437$10.2K<0.01%+813F-HRTimeline
Godfrey Financial Associates, Inc.432$10.1K0.01%-5513F-HRTimeline
ROGCO, LP428$10K<0.01%013F-HRTimeline
Anchor Bay Capital, Inc.423$9.82K0.01%13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…400$9.38K0.03%013F-HR/ATimelineGroup
Cornerstone Planning Group LLC378$8.81K<0.01%+7113F-HRTimeline
Pflug Koory, LLC270$6.33K<0.01%+513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.264$6.19K<0.01%-913F-HRTimeline
Parallel Advisors, LLC247$5.79K<0.01%-18913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC233$5.47K<0.01%+413F-HRTimelineGroup
WOLFF WIESE MAGANA LLC229$5.37K<0.01%013F-HRTimeline
CENTRAL TRUST Co200$4.69K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.184$4.31K<0.01%013F-HRTimeline
Hurley Capital, LLC151$3.54K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.144$3.38K<0.01%+213F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …141$3.31K<0.01%13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.111$2.6K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.105$2.46K<0.01%013F-HRTimeline
Park Square Financial Group, LLC73$1.71K0.02%-17713F-HRTimeline
MOTCO24$563<0.01%-91113F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC16$375<0.01%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC12$281<0.01%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4$92<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2$47<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.6$00%+613F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.