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Disclosery

SPHY SPDR SERIES TRUST

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SHS (fund)

448 managers (454 13F filers) reported a position in SPHY shares at 2025-06-30, 255,125,952 shares in all. 57 filers opened a position and 63 filers sold out during the quarter.

Managers
448
13F filers
454
New
57
Added
222
Reduced
128
Sold out
63
Shares held by filers
255,125,952

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Aptus Capital Advisors, LLC1,367$32.5K<0.01%-14213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,364$32.5K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,285$30.6K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1,276$30.4K0.01%+4713F-HRTimeline
NFSG Corp1,232$29.3K<0.01%+77813F-HRTimeline
Parallel Advisors, LLC1,231$29.3K<0.01%new13F-HRTimeline
Jackson Hole Capital Partners, LLC1,213$28.9K0.01%-3,96813F-HRTimeline
Northwest Capital Management Inc1,185$28.2K0.02%-14,67913F-HRTimeline
Golden State Wealth Management, LLC1,108$26.4K<0.01%-30713F-HRTimeline
Cranbrook Wealth Management, LLC1,091$26K0.01%new13F-HRTimeline
DB Fitzpatrick & Co, Inc1,004$23.9K0.02%+36613F-HRTimeline
SOA Wealth Advisors, LLC.767$18.3K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB753$17.9K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources736$17.5K<0.01%+1913F-HRTimelineGroup
Fourth Dimension Wealth, LLC710$16.9K0.01%+20013F-HRTimeline
Blue Trust, Inc.638$15.2K<0.01%+22913F-HRTimeline
Archer Investment Corp609$14.5K<0.01%013F-HRTimeline
Larson Financial Group LLC600$14.3K<0.01%013F-HRTimeline
AlphaCore Capital LLC550$13.1K<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC530$12.6K<0.01%new13F-HRTimeline
Graney & King, LLC511$12.2K0.01%+1013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…464$11K<0.01%013F-HRTimeline
ROGCO, LP428$10.2K<0.01%-151,97013F-HRTimeline
Smartleaf Asset Management LLC286$6.78K<0.01%-7813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…284$6.76K<0.01%new13F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.246$5.81K<0.01%-14013F-HRTimeline
WOLFF WIESE MAGANA LLC229$5.45K<0.01%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.229$5.45K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC217$5.17K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co200$4.76K<0.01%013F-HRTimeline
Allworth Financial LP182$4.33K<0.01%013F-HRTimeline
Hurley Capital, LLC151$3.59K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …135$3.21K<0.01%13F-HRTimelineGroup
Safe Harbor Fiduciary, LLC105$2.5K<0.01%+413F-HRTimeline
Smallwood Wealth Investment Management,…101$2.4K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.81$1.93K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.79$1.88K<0.01%-16213F-HRTimelineGroup
Horizon Investments, LLC74$1.41K<0.01%-299,66213F-HRTimeline
Reyes Financial Architecture, Inc.59$1.4K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.56$1.33K<0.01%013F-HRTimeline
Tidemark, LLC27$643<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.27$643<0.01%-24113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC14$333<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.13$309<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7$167<0.01%-1,03713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2$48<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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.