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Disclosery

SPHY SPDR SERIES TRUST

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SHS (fund)

432 managers (439 13F filers) reported a position in SPHY shares at 2024-12-31, 185,817,630 shares in all. 63 filers opened a position and 35 filers sold out during the quarter.

Managers
432
13F filers
439
New
63
Added
217
Reduced
87
Sold out
35
Shares held by filers
185,817,630

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Ilmarinen Mutual Pension Insurance Co28,100,000$660M5.65%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO15,765,626$370M0.48%+767,79313F-HRTimelineGroup
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…9,359,963$220M7.03%-4,137,63713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,657,159$203M0.05%+417,74013F-HRTimelineGroup
Ocean Park Asset Management, LLC7,414,376$174M5.92%+1,482,08513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,598,197$155M0.04%+355,73013F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…5,616,858$132M0.53%+900,00013F-HRTimelineGroup
LPL Financial LLC5,088,465$119M0.05%+607,74613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,082,836$119M0.01%+698,03013F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\4,984,635$117M0.15%+131,40613F-HRTimelineGroup
Kensington Asset Management, LLC4,179,100$98.1M5.75%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,808,450$89.4M0.02%+2,938,68613F-HRTimelineGroup
1832 Asset Management L.P.3,268,471$76.7M0.14%-108,47513F-HRTimeline
Advisory Alpha, LLC3,244,651$76.2M2.71%-20,66913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding2,744,041$64.3M+546,235Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,364,129$55.5M+529,281Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,985,824$46.6M0.67%+123,86113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,984,963$46.6M1.87%+28,19213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,836,719$43.1M0.04%+72,72513F-HRTimelineGroup
Cetera Investment Advisers1,834,540$43.1M0.09%+201,01413F-HRTimeline
CORNERSTONE ENTERPRISES, LLC1,592,512$37.4M22.45%+248,30213F-HRTimeline
COMERICA BANK1,549,039$36.4M0.15%+30,95913F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,484,500$34.8M<0.01%-9,72813F-HRTimelineGroup
NEOS Investment Management LLC1,481,009$34.8M0.82%+44,46713F-HRTimeline
Donoghue Forlines LLC1,448,264$34M11.37%+299,68113F-HRTimeline
BOKF, NAin group BOKF, NA1,439,926$33.7M0.57%+177,02813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,420,841$33.3M0.12%+924,68213F-HRTimeline
NEPC LLC1,365,482$32M0.86%+845,57813F-HRTimeline
Municipal Employees' Retirement System …1,287,376$30.2M0.42%+49,10013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC989,967$23.2M0.02%+360,18213F-HR/ATimelineGroup
Atlas Private Wealth Advisors975,143$22.9M3.25%-739,86813F-HRTimeline
Bensler, LLC961,473$22.6M2.68%+115,99813F-HRTimeline
RFG Holdings, Inc.952,305$22.4M7.42%+55,39813F-HRTimeline
SageView Advisory Group, LLC930,000$21.8M0.94%+161,97813F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …909,489$21.3M0.02%-16,25813F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC894,981$21M0.02%+874,98113F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding892,204$20.9MnewTimeline
Kohmann Bosshard Financial Services, LLC865,052$20.3M2.44%+35,90713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC851,200$20M0.03%+534,70013F-HRTimeline
Syntegra Private Wealth Group, LLC839,679$19.7M2.23%+23,89513F-HRTimeline
STATE STREET CORPin group STATE STREET CORP835,500$19.6M<0.01%+500,20013F-HRTimelineGroup
CWM, LLCin group CWM, LLC813,457$19.1M0.08%+257,62313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.810,944$19M0.04%+59,11613F-HR/ATimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC809,788$19M0.01%013F-HRTimelineGroup
Hilltop Partners LLC749,842$17.6M6%+50,36613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC744,911$17.5M0.05%+45,86213F-HRTimelineGroup
Cambridge Investment Research Advisors,…738,284$17.3M0.06%+57,84713F-HRTimeline
Farther Finance Advisors, LLC704,070$16.5M0.6%+272,89213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …699,459$16.4M0.03%-502,42813F-HRTimelineGroup
One Capital Management, LLC675,400$15.9M0.52%+1,02913F-HRTimeline
Willis Johnson & Associates, Inc.664,199$15.6M1.2%-129,61913F-HRTimeline
UBS Group AGgroup of 2 filers holding613,976$14.4M+20,897Timeline
Asset Allocation & Management Company, …562,709$13.2M7.22%+108,00013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC559,454$13.1M<0.01%13F-HR/ATimelineGroup
iA Global Asset Management Inc.550,000$12.9M0.23%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP549,824$12.9M0.02%+82,74413F-HRTimelineGroup
BlueStem Wealth Partners, LLC535,618$12.6M1.65%13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC517,636$12.1M1.49%+195,58913F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC496,053$11.6M0.16%+17,11813F-HRTimeline
Financial Futures Ltd Liability Co.490,879$11.5M6.54%+373,68613F-HRTimeline
OneDigital Investment Advisors LLC480,965$11.3M0.13%+469,52113F-HRTimeline
DT Investment Partners, LLC475,845$11.2M0.94%+37,73113F-HRTimeline
Independent Advisor Alliance466,400$10.9M0.14%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…457,855$10.7M0.24%-50,48713F-HRTimelineGroup
NewSquare Capital LLC445,232$10.4M0.84%-4,88413F-HRTimeline
Iowa State Bank432,819$10.2M2.11%+63,29613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…421,512$10M0.02%+77,81713F-HRTimelineGroup
Waterloo Capital, L.P.409,043$9.6M1.01%+14,27013F-HRTimeline
Csenge Advisory Group407,334$9.56M0.52%+355,34913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC403,614$9.47M0.21%+91,78413F-HRTimelineGroup
5th Street Advisors, LLC373,431$8.76M4.56%+10,36013F-HRTimeline
Atria Wealth Solutions, Inc.367,058$8.61M0.09%+165,52313F-HRTimeline
AlphaStar Capital Management, LLC365,423$8.58M0.9%new13F-HRTimeline
MGO ONE SEVEN LLC361,642$8.49M0.33%+144,87313F-HRTimeline
Onyx Bridge Wealth Group LLC350,326$8.22M1.18%+98,66513F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC346,207$8.13M4.57%+2,19813F-HRTimeline
Horizon Investment Services, LLC323,359$7.59M3.23%+3,66413F-HRTimeline
Omega Financial Group, LLC318,827$7.48M2.83%+23,68713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO313,992$7.37M<0.01%+89,68113F-HRTimelineGroup
HART & PATTERSON FINANCIAL GROUP LLC313,655$7.36M3.58%+7,57713F-HRTimeline
NewEdge Advisors, LLC292,175$6.86M0.04%+34,90513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.283,183$6.65M0.06%+31,93213F-HRTimelineGroup
Winthrop Capital Management, LLC282,694$6.63M1.77%+5,12013F-HRTimeline
Strategic Financial Planning, Inc.282,308$6.63M4.52%+8,91213F-HRTimeline
AE Wealth Management LLC267,108$6.27M0.05%+74,40813F-HRTimeline
Crestmont Private Wealth LLC263,214$6.18M2.78%+10,76613F-HRTimeline
ProVise Management Group, LLC260,410$6.11M0.52%-5,16713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT258,500$6.07M0.45%013F-HRTimeline
AIRE ADVISORS, LLC258,478$6.07M1.25%+24,80213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA250,244$5.87M<0.01%+23,46013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC229,615$5.39M<0.01%-4,152,97313F-HRTimelineGroup
Horizon Investments, LLC292,992$5.28M0.15%+96,93113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/222,519$5.22M0.01%+210,07413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…220,812$5.18M0.01%+132,16613F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…218,372$5.13M0.01%new13F-HRTimelineGroup
Impact Partnership Wealth, LLC207,311$4.87M0.98%+10,44713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT205,489$4.82M0.04%+1,75213F-HRTimeline
Stadion Money Management, LLC205,298$4.82M0.38%-3,95513F-HRTimeline
FLC Capital Advisors198,202$4.65M1.07%+11,64913F-HRTimeline
Financial Architects, LLC197,240$4.63M2.97%+6,93513F-HRTimeline
Perigon Wealth Management, LLC193,679$4.59M0.11%+62,71213F-HRTimeline
&PARTNERS194,070$4.58M0.05%+117,92113F-HRTimeline
Bison Wealth, LLC194,136$4.56M1%new13F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding191,887$4.5M+168,060Timeline
FLAGSHIP HARBOR ADVISORS, LLC189,124$4.44M0.23%-5,53213F-HRTimeline
Meridian Wealth Management, LLC174,231$4.09M0.19%+17,16813F-HRTimeline
Private Advisor Group, LLC174,046$4.08M0.02%+70,24413F-HRTimeline
Sanctuary Advisors, LLC169,613$4.04M0.03%-14,27913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…170,398$4M<0.01%+34,13313F-HRTimelineGroup
BUSH INVESTMENT GROUP, LLC167,496$3.93M3.07%+3,88313F-HRTimeline
Mariner, LLCin group Mariner, LLC164,738$3.87M0.01%-92,57513F-HRTimelineGroup
VERUS WEALTH MANAGEMENT, LLC153,192$3.6M4.03%13F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC152,579$3.58M<0.01%+1,42213F-HRTimelineGroup
Hurlow Wealth Management Group, Inc.152,371$3.58M1.12%+6,82413F-HRTimeline
ROGCO, LP147,041$3.45M1.41%+3,33813F-HRTimeline
Sterneck Capital Management, LLC144,372$3.39M1.83%+21,46513F-HRTimeline
McNaughton Wealth Management, LLC136,168$3.2M1.54%+1,76313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC135,001$3.17M0.11%+19,34313F-HRTimeline
ARVEST INVESTMENTS, INC.134,728$3.16M0.51%+7,21613F-HRTimeline
Compound Planning, Inc.133,665$3.14M0.16%+24,16613F-HRTimeline
Fjell Capital, LLC127,466$2.99M3.09%13F-HRTimeline
HF Advisory Group, LLC123,367$2.9M1.33%+5,98913F-HRTimeline
APPLETON PARTNERS INC/MA120,319$2.82M0.21%+3,72113F-HRTimeline
MCF Advisors LLC118,089$2.77M0.19%+53113F-HRTimeline
Marmo Financial Group, LLC115,010$2.7M1.46%+2,20413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management114,652$2.69M0.04%+19,86213F-HRTimelineGroup
Michels Family Financial, LLC113,461$2.66M2.44%13F-HRTimeline
Quartz Partners, LLC111,947$2.63M1.6%+45713F-HRTimeline
Meriwether Wealth & Planning, LLC111,391$2.61M1.86%13F-HRTimeline
Foundations Investment Advisors, LLC109,280$2.56M0.05%-2,84013F-HRTimeline
K2 Financial Inc.109,415$2.56M2.55%13F-HRTimeline
CGN Advisors LLC108,711$2.55M0.25%+9,97813F-HRTimeline
Mechanics Financial Corp106,122$2.49M1.12%-87313F-HRTimeline
Carl P. Sherr & Co., LLC103,718$2.43M1.28%new13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE102,500$2.41M<0.01%new13F-HRTimelineGroup
RFG Advisory, LLC100,569$2.36M0.07%+5,70913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC100,237$2.35M<0.01%+41,04413F-HRTimeline
Veery Capital, LLC98,973$2.32M0.89%+15,02913F-HRTimeline
Trivium Point Advisory, LLC95,624$2.24M0.28%+7,91713F-HRTimeline
Caitlin John, LLC93,043$2.18M1.48%-10,34913F-HRTimeline
Cannon Wealth Management Services, LLC91,952$2.17M1.87%+3,14913F-HRTimeline
Index Fund Advisors, Inc.91,248$2.14M0.12%+9,01013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding90,699$2.13M-196,264Timeline
J.W. COLE ADVISORS, INC.87,983$2.06M0.08%+59,86513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding86,289$2.03M+57,999Timeline
Aurora Private Wealth, Inc.85,366$2M1.5%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC84,326$1.98M0.18%+9,41913F-HRTimeline
Sunesis Advisors, LLC84,111$1.97M1.2%-29,32313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS83,538$1.96M<0.01%new13F-HRTimelineGroup
Convergence Financial, LLC83,210$1.95M0.39%+4,50613F-HRTimeline
Fiduciary Alliance LLC82,893$1.95M0.2%+9,63413F-HRTimeline
BRIGHTON SECURITIES CORP.82,877$1.95M0.95%13F-HRTimeline
Sound Stewardship, LLC82,686$1.94M1.15%+4,86813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.81,128$1.9M0.01%+36,64913F-HRTimeline
Geneos Wealth Management Inc.80,965$1.9M0.07%+11,73313F-HRTimeline
NWAM LLC80,156$1.88M0.12%+2,37713F-HRTimeline
Nikulski Financial, Inc.77,224$1.81M0.53%-2,97813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC75,515$1.77M0.14%+4,17813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …74,911$1.76M0.05%+78113F-HRTimelineGroup
CITY NATIONAL BANK OF FLORIDA /MSD74,171$1.74M1.59%13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT73,239$1.72M0.21%-18713F-HRTimeline
Simplicity Wealth,LLC71,159$1.67M0.35%-12,45813F-HRTimeline
Stark Wealth Management LLC69,648$1.63M1.2%13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.68,756$1.61M0.02%+33,12413F-HRTimelineGroup
Global Retirement Partners, LLC68,265$1.6M0.05%+11,95413F-HRTimeline
SigFig Wealth Management, LLC67,943$1.59M0.06%+25,87413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…67,112$1.58M<0.01%+17,66913F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO67,097$1.57M0.05%-2,19213F-HRTimeline
Severin Investments, LLC66,833$1.57M1.56%13F-HRTimeline
Grantvest Financial Group LLC65,919$1.55M1.73%13F-HRTimeline
Herold Advisors, Inc.61,751$1.45M0.32%-1,11713F-HRTimeline
Lantern Wealth Advisors, LLC61,751$1.45M0.94%-1,41713F-HRTimeline
Delta Investment Management, LLC61,542$1.44M0.28%+2,67713F-HRTimeline
SEEDS INVESTOR LLC61,332$1.44M0.41%new13F-HRTimeline
Optas, LLC60,387$1.42M0.31%-1,65713F-HRTimeline
Clearstead Advisors, LLC60,281$1.41M0.02%-574,29113F-HRTimeline
SMH CAPITAL ADVISORS INC60,000$1.41M3.4%new13F-HRTimeline
Catalyst Capital Advisors LLC60,000$1.41M0.03%new13F-HRTimeline
Stonebridge Financial Planning Group, L…59,933$1.41M0.63%+9,31913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…59,275$1.39M0.02%+12,58713F-HRTimelineGroup
Avior Wealth Management, LLC59,258$1.39M0.05%-18,44113F-HRTimeline
Modern Wealth Management, LLC58,852$1.38M0.05%+14,11313F-HR/ATimeline
Kingsview Wealth Management, LLC57,691$1.35M0.03%+4,85513F-HRTimeline
SBI Securities Co., Ltd.57,633$1.35M0.04%13F-HRTimeline
Diversified Enterprises, LLC56,654$1.33M0.13%+30,71513F-HRTimeline
Rede Wealth, LLC56,571$1.33M0.51%+9,90813F-HRTimeline
Sovran Advisors, LLC56,028$1.31M0.19%13F-HRTimeline
FOSTER & MOTLEY INC54,919$1.29M0.08%-3,19113F-HRTimeline
Rialto Wealth Management, LLC54,628$1.28M0.42%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.54,516$1.28M0.07%+5,39013F-HR/ATimelineGroup
EXENCIAL WEALTH ADVISORS, LLC53,622$1.26M0.05%+2,91213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…53,028$1.24M0.04%+3,08813F-HRTimelineGroup
WCG Wealth Advisors LLC50,596$1.19M0.08%-18113F-HRTimeline
SWP FINANCIAL LLC49,832$1.17M0.71%-172,34613F-HRTimeline
WEDBUSH SECURITIES INC49,739$1.17M0.04%-1,70113F-HRTimeline
Revisor Wealth Management LLC48,717$1.14M1.06%-53,94013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP48,755$1.14M<0.01%+18,13813F-HRTimelineGroup
Timonier Family Office, LTD.48,273$1.13M0.58%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CREATIVE FINANCIAL DESIGNS INC /ADV47,435$1.11M0.09%+63413F-HRTimeline
BTS Asset Management, Inc.47,109$1.11M1.1%+25,89913F-HRTimeline