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Disclosery

SPHY SPDR SERIES TRUST

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SHS (fund)

453 managers (457 13F filers) reported a position in SPHY shares at 2025-03-31, 253,455,259 shares in all. 58 filers opened a position and 36 filers sold out during the quarter.

Managers
453
13F filers
457
New
58
Added
238
Reduced
115
Sold out
36
Shares held by filers
253,455,259

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
WHITTIER TRUST CO OF NEVADA INC1,525$35.7K<0.01%-5,20013F-HRTimeline
BLAIR WILLIAM & CO/IL1,509$35.3K<0.01%-49113F-HRTimeline
Aptus Capital Advisors, LLC1,509$35.3K<0.01%-34413F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,472$34.5K0.02%new13F-HRTimelineGroup
Golden State Wealth Management, LLC1,415$33.1K<0.01%+93213F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT1,364$31.9K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,285$30.1K0.01%+58413F-HRTimeline
Cape Investment Advisory, Inc.1,229$28.8K0.01%-4413F-HRTimeline
Truvestments Capital LLC1,173$27.5K0.01%013F-HRTimeline
ORG Partners LLC1,115$26K0.01%new13F-HRTimeline
NorthRock Partners, LLC1,100$25.8K<0.01%-17313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,044$24.4K<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC1,006$23.6K<0.01%+2413F-HRTimeline
SOA Wealth Advisors, LLC.767$18K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB753$17.6K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources717$16.8K<0.01%+313F-HRTimelineGroup
DB Fitzpatrick & Co, Inc638$14.9K0.01%013F-HRTimeline
Archer Investment Corp609$14.3K<0.01%013F-HRTimeline
Larson Financial Group LLC600$14.1K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC510$11.9K0.01%013F-HRTimeline
Graney & King, LLC501$11.7K0.01%+613F-HRTimeline
Physician Wealth Advisors, Inc.500$11.7K<0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…464$10.9K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC461$10.8K<0.01%-7413F-HRTimelineGroup
NFSG Corp454$10.6K<0.01%+613F-HRTimeline
N.E.W. Advisory Services LLC435$10.2K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust423$9.91K<0.01%-613F-HRTimeline
Blue Trust, Inc.409$9.58K<0.01%new13F-HRTimeline
Transce3nd, LLC402$9.41K<0.01%-4813F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.386$9.04K0.01%-8413F-HRTimeline
Smartleaf Asset Management LLC364$8.52K<0.01%+3213F-HRTimeline
Quest 10 Wealth Builders, Inc.268$6.28K0.01%-95813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.241$5.64K<0.01%+313F-HRTimelineGroup
WOLFF WIESE MAGANA LLC229$5.36K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC215$5.04K<0.01%013F-HRTimeline
CENTRAL TRUST Co200$4.68K<0.01%-16913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC197$4.61K<0.01%new13F-HRTimeline
Allworth Financial LP182$4.23K<0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC174$4.08K<0.01%013F-HRTimelineGroup
Raleigh Capital Management Inc.171$4K<0.01%013F-HRTimeline
Hurley Capital, LLC151$3.54K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …135$3.16K<0.01%13F-HRTimelineGroup
Safe Harbor Fiduciary, LLC101$2.37K<0.01%-4913F-HRTimeline
McClarren Financial Advisors, Inc.114$2K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.59$1.38K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.56$1.31K<0.01%013F-HRTimeline
Keystone Global Partners, LLC43$1.01K<0.01%13F-HRTimeline
Cornerstone Planning Group LLC37$855<0.01%+3713F-HRTimeline
Tidemark, LLC27$632<0.01%new13F-HRTimeline
PFG Private Wealth Management, LLC10$234<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC6$141<0.01%-40413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-34,64913F-HRTimelineValue filed as zero, left out of ratios. Amount 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.