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Disclosery

SPHY SPDR SERIES TRUST

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SHS (fund)

525 managers (531 13F filers) reported a position in SPHY shares at 2026-03-31, 280,298,268 shares in all. 60 filers opened a position and 62 filers sold out during the quarter.

Managers
525
13F filers
531
New
60
Added
269
Reduced
145
Sold out
62
Shares held by filers
280,298,268

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Mechanics Financial Corp10,390$242K0.1%-80413F-HRTimeline
Fortis Capital Advisors, LLC10,339$241K0.03%+1,60013F-HRTimeline
BCS Wealth Management10,308$240K0.05%-8,51913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,183$237K0.01%-35213F-HRTimelineGroup
Spectrum Strategic Capital Management, …10,128$236K0.13%-5713F-HRTimeline
Box Hill Private Wealth LLC10,069$235K0.23%-1,34413F-HRTimeline
S Harris Financial Group, LLC10,017$234K0.21%new13F-HRTimeline
PFG Investments, LLC9,994$233K0.01%+1,18613F-HRTimeline
Obermeyer Wealth Partners9,795$228K0.01%013F-HRTimeline
Advisor Resource Council9,661$225K0.09%+9013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,660$225K<0.01%013F-HRTimelineGroup
KWB Wealth9,393$222K0.02%-12613F-HRTimeline
Sowell Financial Services LLC9,441$220K0.01%+92313F-HRTimeline
Summit Financial Wealth Advisors, LLC9,300$217K0.03%013F-HRTimeline
Scott Capital Advisors, LLC9,136$214K0.04%-2,23913F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/9,159$214K0.08%013F-HRTimelineGroup
Avory & Company, LLC9,062$211K0.27%new13F-HRTimeline
Mueller Wealth, LLC9,033$211K0.17%new13F-HRTimeline
KLCM Advisors, Inc.8,945$209K0.02%-80513F-HRTimeline
MIRAMONTES CAPITAL, LLC8,921$208K0.07%new13F-HRTimeline
Morton Brown Family Wealth, LLC8,782$205K0.05%+10213F-HRTimeline
AMG National Trust Bank8,735$204K<0.01%013F-HRTimeline
PMG Family Office LLC8,717$203K0.23%new13F-HRTimeline
Perennial Investment Advisors, LLC8,714$203K0.02%-46513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC8,595$202K0.01%+6413F-HR/ATimeline
MONECO ADVISORS, LLC8,591$200K0.02%-56713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST8,002$187K0.02%013F-HRTimeline
Arax Advisory Partners7,540$177K<0.01%+5,29113F-HRTimeline
Sunbelt Securities, Inc.7,459$174K0.01%+4913F-HRTimeline
Clean Yield Group7,364$172K0.05%new13F-HRTimeline
Triumph Capital Management7,305$170K0.03%+3,47013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,275$170K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC7,268$169K0.1%13F-HRTimeline
CoreCap Advisors, LLC7,133$166K0.01%+2,42913F-HRTimeline
DUNCKER STREETT & CO INC6,870$160K0.03%+2,26313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,692$156K0.01%-68313F-HRTimeline
Realta Investment Advisors6,008$140K0.05%-60513F-HRTimeline
Strategic Advocates LLC5,924$138K0.61%new13F-HRTimeline
Founders Financial Alliance, LLC5,293$123K0.02%-18213F-HRTimeline
Sunrise Financial Services, LLC5,199$121K0.09%-4,10413F-HRTimeline
WFA of San Diego, LLC4,624$108K0.09%013F-HRTimeline
AdvisorNet Financial, Inc4,619$108K0.01%013F-HRTimeline
Battery Global Advisors, LLC4,596$107K0.06%013F-HRTimeline
Byrne Asset Management LLC6,298$106K0.06%new13F-HRTimeline
Silver Grove Financial Group, Inc.4,483$105K0.08%+20413F-HRTimeline
Waverly Advisors, LLC4,246$99K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.4,238$98.8K0.05%-6,04513F-HRTimeline
CX Institutional4,214$98K<0.01%+4913F-HRTimeline
Allworth Financial LP4,182$97.5K<0.01%+1,91413F-HRTimeline
Grove Bank & Trust4,132$96.4K0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.3,512$81.9K0.03%+313F-HRTimeline
PlanVest Financial, Inc3,344$78K0.06%13F-HRTimeline
Activest Wealth Management3,200$74.6K0.01%new13F-HRTimeline
MAI Capital Management2,844$66.3K<0.01%-10713F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC2,301$53.7K0.04%+413F-HRTimeline
BOK Financial Private Wealth, Inc.2,228$52K<0.01%-1313F-HRTimeline
IFG Advisory, LLC2,224$51.9K0.15%new13F-HRTimeline
SIMPLEX TRADING, LLC2,193$51.1K<0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC2,190$51.1K0.01%-62913F-HRTimeline
HOWE & RUSLING INC2,179$50.8K<0.01%-11113F-HRTimeline
Atomic Invest LLC2,107$48.6K0.02%+1,36813F-HRTimeline
Golden State Wealth Management, LLC1,888$44K<0.01%+25813F-HRTimeline
Clarity Asset Management, Inc.1,887$44K0.02%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,801$42K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.1,807$42K<0.01%+1013F-HRTimeline
Signature Equity Partners, LLC1,770$41.3K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.1,762$41.1K0.01%+62313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,666$38.9K<0.01%-19213F-HRTimeline
Meramec Financial Planners, LLC1,552$36.6K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,544$36K<0.01%+1,04413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,364$31.8K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC1,343$31.3K0.01%013F-HRTimeline
Urban Financial Advisory Corp1,341$31.3K0.01%-31613F-HRTimeline
NFSG Corp1,316$30.7K0.01%+513F-HRTimeline
Jackson Hole Capital Partners, LLC1,213$28.3K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,164$27.1K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC1,091$25.4K0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc1,004$23.4K0.02%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.996$23.2K0.01%-5,77113F-HRTimeline
MOTCO935$21.8K<0.01%+89213F-HRTimeline
POM Investment Strategies, LLC931$21.7K0.03%new13F-HRTimeline
Bogart Wealth, LLC916$21.4K<0.01%-1,36213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…876$20.4K<0.01%-3,64613F-HR/ATimelineGroup
SOA Wealth Advisors, LLC.767$17.9K<0.01%013F-HRTimeline
Larson Financial Group LLC600$14K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.571$13.3K0.01%-1813F-HRTimeline
Godfrey Financial Associates, Inc.487$11.3K0.01%013F-HRTimeline
Bernard Wealth Management Corp.481$11.2K<0.01%+4113F-HRTimeline
Archer Investment Corp475$11.1K<0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…464$10.8K<0.01%013F-HRTimeline
Parallel Advisors, LLC436$10.2K<0.01%-2,20213F-HR/ATimeline
Graney & King, LLC429$10K0.01%-10413F-HRTimeline
SIGNATUREFD, LLC429$10K<0.01%+32913F-HRTimeline
ROGCO, LP428$9.98K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…416$9.7K<0.01%new13F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…400$9.33K<0.01%new13F-HRTimelineGroup
FIRST COMMUNITY TRUST NA395$9.21K0.01%new13F-HRTimeline
Truvestments Capital LLC320$7.46K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC311$7.25K<0.01%-1,02313F-HRTimeline
Cornerstone Planning Group LLC307$7.17K<0.01%-6513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.273$6.37K<0.01%+613F-HRTimeline
Pflug Koory, LLC265$6.19K<0.01%+313F-HRTimeline
Blue Trust, Inc.251$5.85K<0.01%-22713F-HRTimeline
Park Square Financial Group, LLC250$5.83K0.04%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC229$5.35K<0.01%+213F-HRTimelineGroup
WOLFF WIESE MAGANA LLC229$5.34K<0.01%013F-HRTimeline
CENTRAL TRUST Co200$4.66K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.184$4.29K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC162$3.78K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.155$3.62K<0.01%new13F-HRTimeline
Hurley Capital, LLC151$3.52K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.142$3.31K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.142$3.31K<0.01%-513F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …135$3.15K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.111$2.59K<0.01%+8413F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.105$2.45K<0.01%013F-HRTimeline
EASTERN BANK97$2.26K<0.01%new13F-HRTimeline
Destiny Wealth Partners, LLC88$2.05K<0.01%new13F-HRTimeline
True Link Financial Advisors, LLC85$1.98K<0.01%new13F-HR/ATimeline
Root Financial Partners, LLC56$1.31K<0.01%new13F-HRTimeline
Tidemark, LLC27$630<0.01%013F-HRTimeline
Burk Holdings LLC4$93<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4$90<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2$47<0.01%-297,84013F-HRTimelineGroup
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.