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Disclosery

SPHY SPDR SERIES TRUST

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SHS (fund)

531 managers (538 13F filers) reported a position in SPHY shares at 2025-12-31, 288,579,314 shares in all. 62 filers opened a position and 33 filers sold out during the quarter.

Managers
531
13F filers
538
New
62
Added
257
Reduced
139
Sold out
33
Shares held by filers
288,579,314

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,535$249K0.01%-4,80313F-HRTimelineGroup
Keystone Financial Group10,475$248K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.10,283$243K0.13%-8,55013F-HRTimeline
Dynamic Advisor Solutions LLC10,233$242K0.01%new13F-HRTimeline
Spectrum Strategic Capital Management, …10,185$241K0.13%new13F-HRTimeline
WealthTrak Capital Management LLC9,952$236K0.17%-19,09113F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC9,829$233K0.03%013F-HRTimeline
Obermeyer Wealth Partners9,795$232K0.01%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO9,761$231K<0.01%new13F-HRTimeline
KLCM Advisors, Inc.9,750$231K0.02%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,660$229K<0.01%-52513F-HRTimelineGroup
Advisor Resource Council9,571$227K0.08%new13F-HRTimeline
KWB Wealth9,519$225K0.02%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.9,368$222K0.02%new13F-HRTimeline
Independent Wealth Network Inc.9,310$220K0.07%+66813F-HRTimeline
Sunrise Financial Services, LLC9,303$220K0.17%13F-HRTimeline
Summit Financial Wealth Advisors, LLC9,300$220K0.03%013F-HRTimeline
Savvy Advisors, Inc.9,207$218K0.01%-1,03713F-HRTimeline
Perennial Investment Advisors, LLC9,179$217K0.02%-36213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/9,159$217K0.09%+7,68713F-HRTimelineGroup
MONECO ADVISORS, LLC9,158$217K0.02%-17413F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC8,895$211K0.01%new13F-HRTimeline
Sightline Wealth Advisors, LLC8,868$210K0.09%new13F-HRTimeline
PFG Investments, LLC8,808$208K0.01%+44013F-HRTimeline
Fortis Capital Advisors, LLC8,739$207K0.03%new13F-HRTimeline
AMG National Trust Bank8,735$207K<0.01%new13F-HRTimeline
Strategic Blueprint, LLC8,731$207K0.01%-1,16613F-HRTimeline
Morton Brown Family Wealth, LLC8,680$205K0.06%+1,24213F-HRTimeline
CALTON & ASSOCIATES, INC.8,676$205K0.03%-6,39613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,663$205K<0.01%-5,97113F-HRTimelineGroup
SWP FINANCIAL LLC8,634$204K0.1%-33,18613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC8,531$202K0.01%-1,93013F-HRTimeline
FSA Advisors, Inc.188,795$202K0.14%new13F-HRTimeline
Sowell Financial Services LLC8,518$202K0.01%-22513F-HRTimeline
J.W. COLE ADVISORS, INC.75,784$201K<0.01%-4,96713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST8,002$189K0.02%013F-HRTimeline
Sunbelt Securities, Inc.7,410$175K0.01%+9913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,375$175K0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,275$173K<0.01%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.6,767$160K0.1%013F-HRTimeline
Realta Investment Advisors6,613$157K0.05%+2,56413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,463$153K<0.01%-135,17613F-HRTimelineGroup
Founders Financial Alliance, LLC5,475$130K0.02%-1,10713F-HRTimeline
FMR LLCin group FMR LLC5,402$128K<0.01%-1,76113F-HRTimelineGroup
CoreCap Advisors, LLC4,704$111K<0.01%+1,32313F-HRTimeline
WFA of San Diego, LLC4,624$109K0.08%013F-HRTimeline
AdvisorNet Financial, Inc4,619$109K0.01%+1,61213F-HRTimeline
DUNCKER STREETT & CO INC4,607$109K0.02%013F-HRTimeline
Battery Global Advisors, LLC4,596$109K0.05%-1,66013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,522$107K<0.01%-66413F-HRTimelineGroup
Silver Grove Financial Group, Inc.4,279$101K0.09%new13F-HRTimeline
CX Institutional4,165$99K<0.01%-2,15213F-HRTimeline
Grove Bank & Trust4,132$97.8K0.01%013F-HRTimeline
Woodside Wealth Management LLC3,990$94.4K0.07%013F-HRTimeline
Triumph Capital Management3,835$90.8K0.02%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.3,509$83.1K0.03%+713F-HRTimeline
Westend Capital Management, LLC3,346$79.2K0.02%-1,15513F-HRTimeline
Cape Investment Advisory, Inc.3,336$79K0.02%+1,86613F-HRTimeline
MAI Capital Management2,951$69.9K<0.01%-1,74713F-HRTimeline
GPS Wealth Strategies Group, LLC2,857$67.6K0.06%-58,13013F-HRTimeline
Elevated Capital Advisors, LLC2,819$66.7K0.02%new13F-HRTimeline
Parallel Advisors, LLC2,638$62.4K<0.01%+1,38513F-HRTimeline
Aptus Capital Advisors, LLC2,364$56K<0.01%+1,12013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC2,297$54.4K0.04%-1,49013F-HRTimeline
HOWE & RUSLING INC2,290$54.2K<0.01%+11113F-HRTimeline
Bogart Wealth, LLC2,278$53.9K<0.01%013F-HRTimeline
Allworth Financial LP2,268$53.7K<0.01%+8613F-HRTimeline
Arax Advisory Partners2,249$53.2K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.2,241$53K<0.01%+7013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,858$44K<0.01%-16113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,801$42.6K<0.01%-10,18513F-HRTimelineGroup
TD Waterhouse Canada Inc.1,797$42.5K<0.01%013F-HRTimeline
Signature Equity Partners, LLC1,770$41.9K0.02%13F-HRTimeline
Smartleaf Asset Management LLC1,680$39.8K<0.01%+1,26213F-HRTimeline
Urban Financial Advisory Corp1,657$39.2K0.02%+3913F-HRTimeline
Golden State Wealth Management, LLC1,630$38.6K<0.01%-59213F-HRTimeline
IFC & Insurance Marketing, Inc.1,610$38K0.04%13F-HRTimeline
Meramec Financial Planners, LLC1,552$36.8K0.01%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,364$32.3K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC1,343$31.8K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,334$31.6K0.01%+33213F-HRTimeline
NFSG Corp1,311$31K<0.01%+10413F-HRTimeline
Jackson Hole Capital Partners, LLC1,213$28.7K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,164$27.6K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.1,139$27K<0.01%+30213F-HRTimeline
Cranbrook Wealth Management, LLC1,091$25.8K0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc1,004$23.8K0.02%013F-HRTimeline
RHL GROUP, LLC836$19.8K0.02%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC804$19K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.767$18.2K<0.01%013F-HRTimeline
Atomic Invest LLC739$17.5K0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…636$15K<0.01%-513F-HRTimelineGroup
Larson Financial Group LLC600$14.2K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.589$13.9K0.01%+26813F-HRTimeline
AlphaCore Capital LLC550$13K<0.01%013F-HRTimeline
Graney & King, LLC533$12.6K0.01%+1313F-HRTimeline
PRIVATE TRUST CO NA500$11.8K<0.01%-4,10513F-HRTimeline
Orion Capital Management LLC500$11.8K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.487$11.5K0.01%13F-HRTimeline
Blue Trust, Inc.478$11.3K<0.01%+2713F-HRTimeline
Archer Investment Corp475$11.2K<0.01%-13413F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…464$11K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.440$10.4K<0.01%-2013F-HRTimeline
ROGCO, LP428$10.1K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC372$8.86K<0.01%-5,54213F-HRTimeline
MidAtlantic Capital Management, Inc.285$6.75K<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.267$6.32K<0.01%+913F-HRTimeline
Pflug Koory, LLC262$6.21K<0.01%+613F-HRTimeline
WOLFF WIESE MAGANA LLC229$5.42K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC227$5.37K<0.01%+613F-HRTimelineGroup
Stone House Investment Management, LLC209$4.95K<0.01%new13F-HRTimeline
CENTRAL TRUST Co200$4.73K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.184$4.36K<0.01%new13F-HRTimeline
Key Capital Management, INC181$4.28K<0.01%13F-HRTimeline
Private Wealth Asset Management, LLC162$3.83K<0.01%new13F-HRTimeline
Hurley Capital, LLC151$3.57K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.147$3.48K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …135$3.19K<0.01%013F-HRTimelineGroup
Safe Harbor Fiduciary, LLC123$2.91K<0.01%13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.105$2.5K<0.01%13F-HRTimeline
SIGNATUREFD, LLC100$2.37K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.51$1.21K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc47$1.12K<0.01%-1,35213F-HRTimeline
MOTCO43$1.02K<0.01%new13F-HRTimeline
Wealth Watch Advisors, INC36$852<0.01%new13F-HRTimeline
Tidemark, LLC27$639<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.27$639<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC8$189<0.01%013F-HRTimeline
REAP Financial Group, LLC0$11<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Financial Connections Group, Inc.33$00%new13F-HRTimelineValue 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.