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Disclosery

SPHY SPDR SERIES TRUST

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SHS (fund)

475 managers (480 13F filers) reported a position in SPHY shares at 2025-09-30, 276,787,272 shares in all. 64 filers opened a position and 33 filers sold out during the quarter.

Managers
475
13F filers
480
New
64
Added
263
Reduced
107
Sold out
33
Shares held by filers
276,787,272

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,186$124K<0.01%-1,96313F-HRTimelineGroup
MAI Capital Management4,698$112K<0.01%-2,24313F-HRTimeline
WFA of San Diego, LLC4,624$111K0.08%013F-HRTimeline
DUNCKER STREETT & CO INC4,607$110K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA4,605$110K0.01%013F-HRTimeline
Westend Capital Management, LLC4,501$108K0.03%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,204$101K0.01%-67,96413F-HRTimelineGroup
Grove Bank & Trust4,132$98.9K0.01%+2,18513F-HRTimeline
Realta Investment Advisors4,049$96.9K0.03%+1,66513F-HRTimeline
Woodside Wealth Management LLC3,990$95.5K0.08%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC3,787$90.7K0.06%+713F-HRTimeline
Greykasell Wealth Strategies, Inc.3,502$83.8K0.04%new13F-HRTimeline
Caitlin John, LLC3,498$83.7K0.06%new13F-HRTimeline
CoreCap Advisors, LLC3,381$81K<0.01%+62813F-HRTimeline
AdvisorNet Financial, Inc3,007$72K<0.01%-52813F-HRTimeline
Bogart Wealth, LLC2,278$54.5K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC2,222$53.2K0.01%+1,11413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,212$53K<0.01%013F-HRTimelineGroup
Allworth Financial LP2,182$52.2K<0.01%+2,00013F-HRTimeline
HOWE & RUSLING INC2,179$52.2K<0.01%-1,28613F-HRTimeline
BOK Financial Private Wealth, Inc.2,171$52K<0.01%-1,23213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,019$48.3K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,860$44.5K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.1,797$42.8K<0.01%+11513F-HRTimeline
Urban Financial Advisory Corp1,618$38.7K0.02%+2913F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,472$35.2K0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.1,470$35.2K0.03%+19413F-HRTimeline
Bell Investment Advisors, Inc1,399$33.5K0.01%-18,52513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,364$32.7K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC1,343$32.2K0.01%+63313F-HRTimeline
Parallel Advisors, LLC1,253$30K<0.01%+2213F-HRTimeline
Aptus Capital Advisors, LLC1,244$29.8K<0.01%-12313F-HRTimeline
Jackson Hole Capital Partners, LLC1,213$29K<0.01%013F-HRTimeline
NFSG Corp1,207$28.9K<0.01%-2513F-HRTimeline
Cranbrook Wealth Management, LLC1,091$26.1K0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc1,004$24K0.02%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,002$24K0.01%-28313F-HRTimeline
Physician Wealth Advisors, Inc.837$20K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC804$19K<0.01%new13F-HRTimelineGroup
SOA Wealth Advisors, LLC.767$18.4K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…641$15.3K<0.01%new13F-HRTimelineGroup
Archer Investment Corp609$14.6K<0.01%013F-HRTimeline
Larson Financial Group LLC600$14.4K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC593$14.2K<0.01%new13F-HRTimeline
AlphaCore Capital LLC550$13.2K<0.01%013F-HRTimeline
Graney & King, LLC520$12.5K0.01%+913F-HRTimeline
Orion Capital Management LLC500$12K<0.01%new13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…464$11.1K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.460$11K<0.01%new13F-HRTimeline
Blue Trust, Inc.451$10.8K<0.01%-18713F-HRTimeline
ROGCO, LP428$10.2K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC418$10K<0.01%+13213F-HRTimeline
Strategic Wealth Partners, Ltd.413$9.89K<0.01%new13F-HRTimeline
Pathway Financial Advisers, LLC336$8.03K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.321$7.68K<0.01%+26513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP282$6.75K<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.258$6.18K<0.01%+1213F-HRTimeline
Pflug Koory, LLC256$6.13K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC229$5.48K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC221$5.3K<0.01%+413F-HRTimelineGroup
CENTRAL TRUST Co200$4.79K<0.01%013F-HRTimeline
MMA ASSET MANAGEMENT LLC197$4.72K<0.01%new13F-HRTimeline
Hurley Capital, LLC151$3.62K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …135$3.23K<0.01%13F-HRTimelineGroup
Root Financial Partners, LLC116$2.78K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC100$2.39K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.82$1.96K<0.01%+313F-HRTimelineGroup
Reyes Financial Architecture, Inc.59$1.41K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC44$1.05K<0.01%new13F-HRTimeline
Tidemark, LLC27$646<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.27$646<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC8$192<0.01%+113F-HRTimeline
Wealthspire Advisors, LLC7$168<0.01%new13F-HRTimeline
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.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.