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Disclosery

SPHY SPDR SERIES TRUST

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SHS (fund)

453 managers (457 13F filers) reported a position in SPHY shares at 2025-03-31, 253,455,259 shares in all. 58 filers opened a position and 36 filers sold out during the quarter.

Managers
453
13F filers
457
New
58
Added
238
Reduced
115
Sold out
36
Shares held by filers
253,455,259

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/41,525,729$973M0.09%+40,041,22913F-HRTimelineGroup
Ilmarinen Mutual Pension Insurance Co30,800,000$721M6.39%+2,700,00013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO15,933,622$373M0.48%+167,99613F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,520,789$270M0.07%+2,863,63013F-HRTimelineGroup
Ocean Park Asset Management, LLC10,493,576$246M8.72%+3,079,20013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,186,133$192M0.05%+1,587,93613F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC7,307,320$171M19.51%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,973,564$140M+3,609,435Timeline
Municipal Employees' Retirement System …5,954,325$139M1.77%+4,666,94913F-HRTimeline
LPL Financial LLC5,748,813$135M0.05%+660,34813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,224,679$122M0.16%+240,04413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,027,653$118M0.01%-55,18313F-HRTimelineGroup
Kensington Asset Management, LLC4,179,100$97.9M10.29%013F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…3,916,858$91.7M0.41%-1,700,00013F-HRTimelineGroup
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…3,705,263$86.8M3.44%-5,654,70013F-HRTimeline
Advisory Alpha, LLC3,306,157$77.4M2.63%+61,50613F-HR/ATimeline
1832 Asset Management L.P.3,261,345$76.4M0.15%-7,12613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,247,395$52.6M0.74%+261,57113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,151,545$50.4M1.88%+166,58213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,947,096$45.6M0.05%+110,37713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,795,377$42M0.01%-2,013,07313F-HR/ATimelineGroup
Cetera Investment Advisers1,752,023$41M0.08%-82,51713F-HRTimeline
CORNERSTONE ENTERPRISES, LLC1,684,933$39.5M24.05%+92,42113F-HRTimeline
COMERICA BANK1,652,739$38.7M0.16%+103,70013F-HRTimeline
MML INVESTORS SERVICES, LLC1,651,105$38.7M0.13%+230,26413F-HRTimeline
NEOS Investment Management LLC1,531,068$35.6M0.68%+50,05913F-HRTimeline
BOKF, NAin group BOKF, NA1,514,425$35.5M0.63%+74,49913F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,480,283$34.7M0.03%+1,250,66813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,401,693$32.8M0.01%+842,23913F-HRTimelineGroup
Donoghue Forlines LLC1,360,977$31.9M10.1%-87,28713F-HRTimeline
NEPC LLC1,342,791$31.4M0.87%-22,69113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,278,666$29.9M0.05%+579,20713F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC1,212,057$28.4M0.04%+360,85713F-HRTimeline
CWM, LLCin group CWM, LLC1,111,745$26M0.1%+298,28813F-HRTimelineGroup
RATIONAL ADVISORS, INC.1,093,950$25.6M2.59%new13F-HRTimeline
SageView Advisory Group, LLC1,074,732$25.2M1.07%+144,73213F-HRTimeline
RFG Holdings, Inc.1,036,395$24.3M7.89%+84,09013F-HRTimeline
iA Global Asset Management Inc.995,570$23.3M0.4%+445,57013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC973,974$22.8M0.03%-15,99313F-HR/ATimelineGroup
Bensler, LLC959,029$22.5M2.81%-2,44413F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC944,127$22.1M0.25%+498,02513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.906,557$21.2M0.05%+95,61313F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …898,132$21M0.02%-11,35713F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC897,362$21M2.48%+32,31013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC889,981$20.8M0.02%-5,00013F-HRTimeline
Hilltop Partners LLC879,151$20.6M6.95%+129,30913F-HRTimeline
Farther Finance Advisors, LLC857,993$20M0.51%+153,92313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC822,047$19.3M0.05%+77,13613F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC809,788$19M0.01%013F-HRTimelineGroup
Syntegra Private Wealth Group, LLC798,966$18.7M2.19%-40,71313F-HRTimeline
Atlas Private Wealth Advisors786,303$18.4M2.57%-188,84013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA778,244$18.2M<0.01%+528,00013F-HR/ATimelineGroup
POTOMAC FUND MANAGEMENT INC /ADV732,526$17.2M7.54%new13F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP727,394$17M0.03%+177,57013F-HRTimelineGroup
Cambridge Investment Research Advisors,…691,095$16.2M0.05%-47,18913F-HRTimeline
One Capital Management, LLC684,280$16M0.54%+8,88013F-HRTimeline
Willis Johnson & Associates, Inc.682,339$16M1.21%+18,14013F-HRTimeline
Asset Allocation & Management Company, …680,101$15.9M8.06%+117,39213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding638,465$14.9M-2,105,576Timeline
Inspire Advisors, LLCin group Inspire Investing, LLC625,281$14.6M1.69%+107,64513F-HRTimelineGroup
SAM Advisors, LLC618,666$14.5M5.43%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO617,310$14.5M<0.01%+303,31813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding612,896$14.4M-1,080Timeline
STATE STREET CORPin group STATE STREET CORP591,400$13.9M<0.01%-244,10013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\575,000$13.5M0.01%new13F-HRTimelineGroup
Onyx Bridge Wealth Group LLC546,845$12.8M1.84%+196,51913F-HRTimeline
Iowa State Bank539,030$12.6M2.68%+106,21113F-HRTimeline
MGO ONE SEVEN LLC525,481$12.3M0.48%+163,83913F-HRTimeline
Financial Futures Ltd Liability Co.520,285$12.2M6.91%+29,40613F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC505,720$11.8M0.17%+9,66713F-HRTimeline
OneDigital Investment Advisors LLC501,853$11.8M0.14%+20,88813F-HRTimeline
Geneos Wealth Management Inc.470,421$11M0.16%+389,45613F-HRTimeline
DT Investment Partners, LLC453,373$10.6M1.02%-22,47213F-HRTimeline
NewSquare Capital LLC445,689$10.4M0.85%+45713F-HRTimeline
Janney Montgomery Scott LLC442,812$10.4M0.03%+434,28613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…437,639$10.2M0.22%-20,21613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…421,512$10M0.02%013F-HR/ATimelineGroup
CNO Financial Group, Inc.in group CNO Financial Group, Inc.420,000$9.84M8.23%13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS412,648$9.66M0.01%+329,11013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC403,614$9.47M0.21%013F-HRTimelineGroup
AlphaStar Capital Management, LLC402,687$9.43M0.95%+37,26413F-HRTimeline
Csenge Advisory Group409,193$9.41M0.53%+1,85913F-HRTimeline
5th Street Advisors, LLC389,661$9.13M4.4%+16,23013F-HRTimeline
Waterloo Capital, L.P.387,172$9.07M0.84%-21,87113F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC363,209$8.51M4.74%+17,00213F-HR/ATimeline
Horizon Investment Services, LLC348,241$8.16M3.96%+24,88213F-HRTimeline
Omega Financial Group, LLC335,700$7.86M3.02%+16,87313F-HRTimeline
NewEdge Advisors, LLC322,580$7.55M0.04%+30,40513F-HRTimeline
Atria Wealth Solutions, Inc.297,647$6.97M0.08%-69,41113F-HRTimeline
HRT FINANCIAL LP297,454$6.97M0.04%+254,14613F-HRTimeline
Winthrop Capital Management, LLC293,567$6.88M1.89%+10,87313F-HRTimeline
ProVise Management Group, LLC292,725$6.86M0.58%+32,31513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.291,855$6.84M0.06%+8,67213F-HRTimelineGroup
Strategic Financial Planning, Inc.282,920$6.63M4.57%+61213F-HRTimeline
AE Wealth Management LLC279,289$6.54M0.06%+12,18113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…267,729$6.27M0.01%+49,35713F-HRTimelineGroup
AIRE ADVISORS, LLC260,577$6.1M1.28%+2,09913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT258,500$6.05M0.45%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…254,656$5.96M<0.01%+84,25813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC254,095$5.95M0.01%+89,35713F-HRTimelineGroup
Apella Capital, LLC246,276$5.66M0.19%+225,79713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…232,699$5.45M0.01%+11,88713F-HRTimeline
&PARTNERS224,715$5.26M0.06%+30,64513F-HRTimeline
Impact Partnership Wealth, LLC212,889$4.99M1.06%+5,57813F-HRTimeline
Perigon Wealth Management, LLC206,833$4.84M0.12%+13,15413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT206,414$4.83M0.05%+92513F-HRTimeline
Meridian Wealth Management, LLC204,556$4.79M0.23%+30,32513F-HRTimeline
Horizon Investments, LLC299,736$4.78M0.14%+6,74413F-HRTimeline
FLC Capital Advisors203,231$4.76M1.07%+5,02913F-HRTimeline
Marmo Financial Group, LLC203,079$4.76M2.6%+88,06913F-HRTimeline
Financial Architects, LLC201,385$4.72M3.01%+4,14513F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…199,138$4.66M2.19%+179,63013F-HRTimelineGroup
Stadion Money Management, LLC191,765$4.49M0.45%-13,53313F-HRTimeline
FINANCIAL LIFE ADVISORS190,634$4.46M1.66%new13F-HRTimeline
RiverFront Investment Group, LLC187,104$4.38M0.1%new13F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding178,527$4.18M-13,360Timeline
Sanctuary Advisors, LLC174,978$4.1M0.03%+5,36513F-HRTimeline
BUSH INVESTMENT GROUP, LLC171,391$4.01M3.02%+3,89513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC170,708$4M0.21%-18,41613F-HRTimeline
Carl P. Sherr & Co., LLC165,505$3.88M2.12%+61,78713F-HRTimeline
Hurlow Wealth Management Group, Inc.162,919$3.82M1.19%+10,54813F-HRTimeline
Hobart Private Capital, LLC162,547$3.81M0.95%+130,43813F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…159,300$3.73M0.03%new13F-HRTimelineGroup
RFG Advisory, LLC159,091$3.73M0.1%+58,52213F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC157,909$3.7M4.05%+4,71713F-HRTimeline
Quartz Partners, LLC154,095$3.61M2.19%+42,14813F-HRTimeline
ROGCO, LP152,398$3.57M1.43%+5,35713F-HRTimeline
Merit Financial Group, LLC151,501$3.55M0.05%new13F-HRTimeline
ARVEST INVESTMENTS, INC.150,358$3.52M0.56%+15,63013F-HRTimeline
Sterneck Capital Management, LLC149,790$3.51M1.9%+5,41813F-HRTimeline
Caitlin John, LLC146,241$3.42M3.36%+53,19813F-HRTimeline
Compound Planning, Inc.146,159$3.42M0.16%+12,49413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC141,219$3.31M<0.01%-11,36013F-HRTimelineGroup
HF Advisory Group, LLC139,601$3.27M1.43%+16,23413F-HRTimeline
Meriwether Wealth & Planning, LLC127,377$2.98M1.95%+15,98613F-HRTimeline
APPLETON PARTNERS INC/MA124,988$2.93M0.23%+4,66913F-HRTimeline
MCF Advisors LLC119,359$2.8M0.2%+1,27013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management118,324$2.77M0.04%+3,67213F-HRTimelineGroup
Trivium Point Advisory, LLC118,250$2.77M0.34%+22,62613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC117,381$2.75M<0.01%+17,14413F-HRTimeline
Michels Family Financial, LLC116,526$2.73M2.47%+3,06513F-HRTimeline
Private Advisor Group, LLC116,013$2.72M0.02%-58,03313F-HRTimeline
CGN Advisors LLC114,107$2.67M0.26%+5,39613F-HRTimeline
K2 Financial Inc.114,897$2.63M2.58%+5,48213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC111,391$2.61M0.09%-23,61013F-HRTimeline
Mechanics Financial Corp109,598$2.57M1.16%+3,47613F-HRTimeline
Virtue Capital Management, LLC106,077$2.48M0.29%new13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE102,500$2.4M<0.01%013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…100,649$2.36M0.07%+14,36013F-HRTimelineGroup
Binnacle Investments Inc100,009$2.34M1.71%13F-HRTimeline
Veery Capital, LLC99,692$2.33M0.91%+71913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…98,729$2.31M<0.01%+31,61713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp95,601$2.24M<0.01%+52,69013F-HRTimelineGroup
Aurora Private Wealth, Inc.94,589$2.21M1.77%+9,22313F-HR/ATimeline
Cannon Wealth Management Services, LLC93,719$2.17M1.94%+1,76713F-HRTimeline
CIBC WORLD MARKETS CORP92,141$2.16M0.02%new13F-HRTimeline
Stonebridge Financial Planning Group, L…90,189$2.11M0.96%+30,25613F-HRTimeline
SigFig Wealth Management, LLC89,610$2.1M0.08%+21,66713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC89,438$2.08M0.18%+5,11213F-HRTimeline
Fiduciary Alliance LLC88,218$2.07M0.2%+5,32513F-HRTimeline
BRIGHTON SECURITIES CORP.87,862$2.06M1%+4,98513F-HRTimeline
HighTower Advisors, LLC86,731$2.03M<0.01%+58,15513F-HRTimeline
Convergence Financial, LLC85,526$2M0.39%+2,31613F-HRTimeline
Diversified Enterprises, LLC85,483$2M0.17%+28,82913F-HRTimeline
Revisor Wealth Management LLC85,189$2M0.89%+36,47213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV84,857$1.99M0.15%new13F-HRTimeline
Sunesis Advisors, LLC84,111$1.97M1.07%013F-HRTimeline
Foundations Investment Advisors, LLC83,547$1.96M0.04%-25,73313F-HRTimeline
Sound Stewardship, LLC82,753$1.94M1.1%+6713F-HRTimeline
Lifeworks Advisors, LLC81,076$1.9M0.32%+54,28913F-HRTimeline
Modern Wealth Management, LLC80,436$1.88M0.06%+21,58413F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…80,230$1.88M0.03%+20,95513F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.78,634$1.84M1%+68,09813F-HRTimeline
Nikulski Financial, Inc.76,169$1.78M0.54%-1,05513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC75,515$1.77M0.14%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …75,474$1.77M0.05%+56313F-HRTimelineGroup
GPS Wealth Strategies Group, LLC73,823$1.73M0.23%+56,65213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT73,681$1.73M0.21%+44213F-HRTimeline
Timonier Family Office, LTD.73,470$1.72M0.76%+25,19713F-HRTimeline
TOWNSQUARE CAPITAL LLC72,090$1.69M0.02%+27,52113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.70,759$1.66M0.01%-10,36913F-HRTimeline
Kingsview Wealth Management, LLC69,598$1.63M0.03%+11,90713F-HRTimeline
Arkadios Wealth Advisors68,769$1.61M0.06%+34,55413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP68,473$1.6M<0.01%+19,71813F-HR/ATimelineGroup
Garde Capital, Inc.67,140$1.57M0.09%new13F-HRTimeline
Herold Advisors, Inc.66,340$1.55M0.34%+4,58913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…66,315$1.55M0.06%+13,28713F-HRTimelineGroup
IHT Wealth Management, LLC65,300$1.53M0.05%+21,11213F-HRTimeline
WEDBUSH SECURITIES INC63,734$1.49M0.05%+13,99513F-HRTimeline
SEEDS INVESTOR LLC63,308$1.48M0.42%+1,97613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.62,811$1.47M0.08%+8,29513F-HR/ATimelineGroup
Rede Wealth, LLC61,676$1.44M0.51%+5,10513F-HRTimeline
Grantvest Financial Group LLC61,368$1.44M1.17%-4,55113F-HRTimeline
Sovran Advisors, LLC62,439$1.44M0.19%+6,41113F-HRTimeline
Clearstead Advisors, LLC61,267$1.43M0.02%+98613F-HRTimeline
STOCK YARDS BANK & TRUST CO60,270$1.41M0.05%-6,82713F-HRTimeline
Rialto Wealth Management, LLC59,956$1.4M0.44%+5,32813F-HRTimeline
Optas, LLC59,216$1.39M0.24%-1,17113F-HRTimeline
WCG Wealth Advisors LLC57,045$1.34M0.1%+6,44913F-HR/ATimeline
LaSalle St. Investment Advisors, LLC56,705$1.33M0.31%+31,65513F-HRTimeline