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SPHY SPDR SERIES TRUST

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SHS (fund)

432 managers (439 13F filers) reported a position in SPHY shares at 2024-12-31, 185,817,630 shares in all. 63 filers opened a position and 35 filers sold out during the quarter.

Managers
432
13F filers
439
New
63
Added
217
Reduced
87
Sold out
35
Shares held by filers
185,817,630

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Fourth Dimension Wealth, LLC510$12K0.01%13F-HRTimeline
Physician Wealth Advisors, Inc.500$11.7K<0.01%new13F-HRTimeline
Graney & King, LLC495$11.6K0.01%13F-HRTimeline
Golden State Wealth Management, LLC483$11.3K<0.01%13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.470$11K0.01%-7113F-HRTimeline
Transce3nd, LLC450$10.6K<0.01%13F-HRTimeline
NFSG Corp448$10.5K<0.01%+1113F-HRTimeline
Parkside Financial Bank & Trust429$10.1K<0.01%-40313F-HRTimeline
Capital A Wealth Management, LLC410$9.62K0.02%13F-HRTimeline
CENTRAL TRUST Co369$8.66K<0.01%-31113F-HRTimeline
First Horizon Advisors, Inc.342$8.03K<0.01%new13F-HRTimeline
Pathway Financial Advisers, LLC336$7.87K<0.01%+113F-HRTimeline
Smartleaf Asset Management LLC332$7.79K<0.01%+18413F-HRTimeline
Venturi Wealth Management, LLC320$7.51K<0.01%013F-HRTimeline
MidAtlantic Capital Management, Inc.267$6.27K<0.01%+313F-HRTimeline
Hamilton Point Investment Advisors, LLC264$6.2K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.238$5.59K<0.01%new13F-HRTimelineGroup
Sanctuary Wealth Management, L.L.C.236$5.54K<0.01%+10813F-HRTimeline
Dogwood Wealth Management LLC215$5.05K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC211$4.94K<0.01%new13F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC174$4.08K<0.01%013F-HRTimelineGroup
Raleigh Capital Management Inc.171$4.01K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC150$3.52K<0.01%-913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC144$3.38K<0.01%new13F-HRTimeline
Arax Advisory Partners114$2.68K<0.01%+2613F-HRTimeline
New Millennium Group LLC74$1.74K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC67$1.57K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.59$1.39K<0.01%13F-HRTimeline
Vermillion Wealth Management, Inc.56$1.31K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.9$2280.02%-9,66113F-HRTimeline
Cornerstone Planning Group LLC0$2<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
HANTZ FINANCIAL SERVICES, INC.0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.