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Disclosery

SPHY SPDR SERIES TRUST

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SHS (fund)

448 managers (454 13F filers) reported a position in SPHY shares at 2025-06-30, 255,125,952 shares in all. 57 filers opened a position and 63 filers sold out during the quarter.

Managers
448
13F filers
454
New
57
Added
222
Reduced
128
Sold out
63
Shares held by filers
255,125,952

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/40,393,305$961M0.08%-1,132,42413F-HRTimelineGroup
Ilmarinen Mutual Pension Insurance Co28,250,000$672M5.41%-2,550,00013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO16,769,188$399M0.46%+835,56613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,544,322$275M0.06%+23,53313F-HRTimelineGroup
Ocean Park Asset Management, LLC10,493,576$246M8.72%013F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC7,469,670$178M17.83%+162,35013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC7,014,494$167M4.54%new13F-HRTimeline
LPL Financial LLC6,571,446$156M0.05%+822,63313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,453,787$154M0.04%-1,732,34613F-HRTimelineGroup
Municipal Employees' Retirement System …5,954,325$142M1.71%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,898,369$140M0.11%+4,418,08613F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,175,599$123M0.16%-49,08013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,044,457$120M0.01%+16,80413F-HRTimelineGroup
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…3,432,661$81.7M6.29%-272,60213F-HRTimeline
1832 Asset Management L.P.3,399,653$80.9M0.14%+138,30813F-HRTimeline
Kensington Asset Management, LLC3,323,020$79.1M5.97%-856,08013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…3,316,858$78.9M0.31%-600,00013F-HRTimelineGroup
Advisory Alpha, LLC3,250,699$77.4M2.41%-55,45813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,146,693$74.9M-2,826,871Timeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding2,729,024$65M+2,325,410Timeline
MML INVESTORS SERVICES, LLC2,567,446$61.1M0.18%+916,34113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,222,540$52.9M1.76%+70,99513F-HRTimelineGroup
NEPC LLC1,854,617$44.1M1.12%+511,82613F-HRTimeline
NEOS Investment Management LLC1,804,701$42.7M0.53%+273,63313F-HRTimeline
CORNERSTONE ENTERPRISES, LLC1,714,236$40.8M21.96%+29,30313F-HRTimeline
BOKF, NAin group BOKF, NA1,523,072$36.2M0.59%+8,64713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,518,902$36.1M0.01%-276,47513F-HRTimelineGroup
Cetera Investment Advisers1,372,082$32.7M0.06%-379,94113F-HRTimeline
Farther Finance Advisors, LLC1,358,931$32.3M0.65%+500,93813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,340,020$31.9M0.05%+61,35413F-HRTimelineGroup
Donoghue Forlines LLC1,249,580$29.7M8.48%-111,39713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,248,456$29.7M<0.01%+631,14613F-HRTimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC1,151,255$27.4M0.3%+207,12813F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,136,665$27.1M0.1%+24,92013F-HRTimelineGroup
SageView Advisory Group, LLC1,117,534$26.5M1%+42,80213F-HRTimeline
CNO Financial Group, Inc.in group CNO Financial Group, Inc.1,068,000$25.4M15.71%+648,00013F-HRTimelineGroup
RATIONAL ADVISORS, INC.1,054,044$25.1M2.49%-39,90613F-HRTimeline
RFG Holdings, Inc.1,040,552$24.8M7.17%+4,15713F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC1,018,898$24.2M0.02%+44,92413F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,017,515$24.2M0.31%-1,229,88013F-HRTimelineGroup
TOEWS CORP /ADV987,300$23.5M3.42%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC968,800$23.1M0.03%-243,25713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.953,224$22.7M0.04%+46,66713F-HR/ATimelineGroup
VICTORY CAPITAL MANAGEMENT INC944,981$22.5M0.01%+55,00013F-HRTimeline
Kohmann Bosshard Financial Services, LLC921,354$21.9M2.45%+23,99213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC913,915$21.8M0.05%+91,86813F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …903,301$21.5M0.02%+5,16913F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP842,866$20.1M<0.01%+251,46613F-HRTimelineGroup
Belpointe Asset Management LLC842,702$20.1M0.84%new13F-HRTimeline
Asset Allocation & Management Company, …838,101$19.9M9.23%+158,00013F-HRTimeline
Cambridge Investment Research Advisors,…824,864$19.6M0.06%+133,76913F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC809,788$19.3M0.01%013F-HRTimelineGroup
Syntegra Private Wealth Group, LLC787,898$18.8M1.91%-11,06813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding782,196$18.5M+143,731Timeline
Atlas Private Wealth Advisors736,377$17.5M2.26%-49,92613F-HRTimeline
Willis Johnson & Associates, Inc.694,177$16.5M1.12%+11,83813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\656,200$15.6M0.01%+81,20013F-HRTimelineGroup
Bensler, LLC649,859$15.5M1.73%-309,17013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC647,665$15.4M1.6%+22,38413F-HRTimelineGroup
SAM Advisors, LLC646,434$15.4M5.32%+27,76813F-HRTimeline
UBS Group AGgroup of 2 filers holding618,717$14.7M+5,821Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP593,934$14.1M0.02%-133,46013F-HRTimelineGroup
MGO ONE SEVEN LLC578,885$13.8M0.44%+53,40413F-HRTimeline
Iowa State Bank547,338$13M2.59%+8,30813F-HRTimeline
Financial Futures Ltd Liability Co.541,068$12.9M6.9%+20,78313F-HRTimeline
Hilltop Partners LLC510,629$12.2M3.68%-368,52213F-HRTimeline
Clearstead Advisors, LLC504,274$12M0.17%+443,00713F-HRTimeline
AlphaStar Capital Management, LLC499,979$11.9M0.84%+97,29213F-HRTimeline
Apella Capital, LLC461,736$10.9M0.3%+215,46013F-HRTimeline
NewSquare Capital LLC446,262$10.6M0.79%+57313F-HRTimeline
DT Investment Partners, LLC439,031$10.4M0.94%-14,34213F-HRTimeline
Csenge Advisory Group415,369$9.76M0.51%+6,17613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC405,117$9.64M<0.01%-996,57613F-HRTimelineGroup
5th Street Advisors, LLC387,935$9.23M4.58%-1,72613F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC360,976$8.59M4.56%-2,23313F-HRTimeline
Waterloo Capital, L.P.351,799$8.37M0.68%-35,37313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…342,997$8.16M0.18%-94,64213F-HRTimelineGroup
Onyx Bridge Wealth Group LLC341,822$8.14M1.08%-205,02313F-HRTimeline
NewEdge Advisors, LLC340,238$8.1M0.04%+17,65813F-HRTimeline
Omega Financial Group, LLC335,872$7.99M2.88%+17213F-HRTimeline
Horizon Investment Services, LLC333,188$7.93M3.47%-15,05313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP322,852$7.68M0.01%-1,624,24413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.313,007$7.45M0.06%+21,15213F-HRTimelineGroup
AE Wealth Management LLC310,227$7.38M0.05%+30,93813F-HRTimeline
Atria Investments, Inc306,565$7.3M0.09%+255,26113F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA300,000$7.14M0.01%new13F-HRTimelineGroup
ProVise Management Group, LLC287,633$6.85M0.54%-5,09213F-HRTimeline
Winthrop Capital Management, LLC276,074$6.57M1.66%-17,49313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…275,004$6.55M<0.01%+20,34813F-HRTimelineGroup
FINANCIAL LIFE ADVISORS267,483$6.37M2.18%+76,84913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT258,500$6.15M0.43%013F-HRTimeline
AIRE ADVISORS, LLC257,265$6.12M1.19%-3,31213F-HRTimeline
Little Harbor Advisors, LLC252,500$6.01M3.57%new13F-HRTimeline
&PARTNERS250,310$5.94M0.05%+25,59513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…238,237$5.64M0.01%+5,53813F-HRTimeline
Impact Partnership Wealth, LLC227,697$5.42M1%+14,80813F-HRTimeline
Mariner, LLCin group Mariner, LLC223,586$5.32M0.01%-30,50913F-HRTimelineGroup
SG Americas Securities, LLC222,321$5.29M0.02%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC218,046$5.19M0.25%+47,33813F-HRTimeline
Quartz Partners, LLC206,333$4.91M2.25%+52,23813F-HRTimeline
Geneos Wealth Management Inc.205,777$4.9M0.12%-264,64413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA205,230$4.88M<0.01%-573,01413F-HR/ATimelineGroup
Marmo Financial Group, LLC205,235$4.88M2.43%+2,15613F-HRTimeline
Meridian Wealth Management, LLC203,272$4.84M0.21%-1,28413F-HRTimeline
Financial Architects, LLC200,315$4.77M2.9%-1,07013F-HRTimeline
GenTrust, LLC199,646$4.75M0.22%new13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…194,384$4.63M1.71%-4,75413F-HRTimelineGroup
Compound Planning, Inc.187,675$4.47M0.17%+41,51613F-HRTimeline
Stadion Money Management, LLC180,965$4.28M0.35%-10,80013F-HRTimeline
Hobart Private Capital, LLC178,074$4.24M0.96%+15,52713F-HRTimeline
Hurlow Wealth Management Group, Inc.177,163$4.22M1.19%+14,24413F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding176,632$4.2M-1,895Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp173,167$4.12M<0.01%+77,56613F-HRTimelineGroup
BUSH INVESTMENT GROUP, LLC171,682$4.09M2.74%+29113F-HRTimeline
Carl P. Sherr & Co., LLC171,147$4.07M2.06%+5,64213F-HRTimeline
HF Advisory Group, LLC167,287$3.98M1.57%+27,68613F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC167,259$3.98M4%+9,35013F-HRTimeline
Perigon Wealth Management, LLC163,054$3.88M0.09%-43,77913F-HRTimeline
Merit Financial Group, LLC159,840$3.8M0.04%+8,33913F-HRTimeline
HRT FINANCIAL LP159,588$3.8M0.02%-137,86613F-HRTimeline
ARVEST INVESTMENTS, INC.155,751$3.71M0.56%+5,39313F-HRTimeline
Sanctuary Advisors, LLC151,954$3.62M0.02%-23,02413F-HRTimeline
Sterneck Capital Management, LLC151,137$3.6M1.82%+1,34713F-HRTimeline
Modern Wealth Management, LLC146,705$3.49M0.09%+66,26913F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC145,229$3.46M<0.01%+4,01013F-HRTimelineGroup
IFP Advisors, Inc143,923$3.43M0.1%+126,23213F-HRTimeline
RFG Advisory, LLC140,815$3.35M0.08%-18,27613F-HRTimeline
Arkadios Wealth Advisors136,579$3.25M0.1%+67,81013F-HRTimeline
LANARK FINANCIAL, INC.133,145$3.17M0.26%+122,35213F-HRTimeline
Stonebridge Financial Planning Group, L…132,887$3.16M1.32%+42,69813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC131,267$3.12M<0.01%+13,88613F-HRTimeline
Meriwether Wealth & Planning, LLC130,235$3.1M1.94%+2,85813F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd128,972$3.07M0.05%new13F-HRTimelineGroup
CGN Advisors LLC127,083$3.02M0.27%+12,97613F-HRTimeline
APPLETON PARTNERS INC/MA126,845$3.02M0.21%+1,85713F-HRTimeline
Trivium Point Advisory, LLC123,886$2.95M0.32%+5,63613F-HRTimeline
SigFig Wealth Management, LLC122,337$2.9M0.1%+32,72713F-HRTimeline
Michels Family Financial, LLC119,861$2.85M2.43%+3,33513F-HRTimeline
K2 Financial Inc.121,032$2.85M2.51%+6,13513F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…119,300$2.84M0.02%-40,00013F-HRTimelineGroup
Cambria Investment Management, L.P.119,360$2.82M0.19%new13F-HRTimeline
MCF Advisors LLC118,254$2.81M0.19%-1,10513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…115,765$2.76M<0.01%+17,03613F-HRTimelineGroup
COMERICA BANK114,456$2.72M0.01%-1,538,28313F-HRTimeline
Private Advisor Group, LLC113,562$2.7M0.01%-2,45113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management113,387$2.7M0.04%-4,93713F-HRTimelineGroup
Global Retirement Partners, LLC113,211$2.69M0.07%13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding113,189$2.69M+86,666Timeline
Foundations Investment Advisors, LLC111,273$2.65M0.04%+27,72613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…110,929$2.64M0.07%+10,28013F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT110,062$2.62M0.02%-96,35213F-HRTimeline
Diversified Enterprises, LLC109,101$2.6M0.19%+23,61813F-HRTimeline
Binnacle Investments Inc105,792$2.52M1.64%+5,78313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC105,483$2.51M0.07%-5,90813F-HRTimeline
Veery Capital, LLC104,598$2.49M0.86%+4,90613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.103,135$2.45M0.01%+32,37613F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE102,500$2.44M<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC99,563$2.37M0.14%+74,56713F-HRTimeline
OneDigital Investment Advisors LLC99,338$2.36M0.03%-402,51513F-HRTimeline
Balefire, LLC98,812$2.35M0.51%new13F-HRTimeline
Aurora Private Wealth, Inc.96,582$2.3M1.7%+1,99313F-HRTimeline
Kingsview Wealth Management, LLC96,391$2.29M0.04%+26,79313F-HRTimeline
Cannon Wealth Management Services, LLC96,253$2.29M1.87%+2,53413F-HRTimeline
MOLLER WEALTH PARTNERS96,165$2.29M0.51%+70,83913F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC93,613$2.23M0.86%new13F-HRTimeline
CIBC WORLD MARKETS CORP93,012$2.21M0.01%+87113F-HRTimeline
Atria Wealth Solutions, Inc.92,867$2.21M0.05%-204,78013F-HRTimeline
BRIGHTON SECURITIES CORP.92,438$2.2M1.2%+4,57613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV91,899$2.19M0.15%+7,04213F-HRTimeline
Convergence Financial, LLC91,394$2.18M0.37%+5,86813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP90,562$2.15M<0.01%+22,08913F-HRTimelineGroup
Timonier Family Office, LTD.88,376$2.1M0.79%+14,90613F-HRTimeline
Empowered Funds, LLC87,740$2.08M0.02%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC87,074$2.07M0.01%+33,44213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS86,918$2.07M<0.01%-325,73013F-HRTimelineGroup
Fiduciary Alliance LLC86,698$2.06M0.15%-1,52013F-HRTimeline
Sound Stewardship, LLC86,466$2.06M1.06%+3,71313F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC85,011$2.02M0.01%+39,66013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC84,627$2.01M0.03%new13F-HRTimeline
Simplicity Wealth,LLC84,520$2.01M0.08%+38,01213F-HRTimeline
Martel Wealth Advisors LLC84,256$2.01M0.37%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…80,839$1.92M0.03%+60913F-HRTimelineGroup
Rialto Wealth Management, LLC79,871$1.9M0.53%+19,91513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC78,751$1.87M0.14%+3,23613F-HRTimeline
J.W. COLE ADVISORS, INC.78,721$1.87M0.04%new13F-HRTimeline
Lifeworks Advisors, LLC78,672$1.87M0.28%-2,40413F-HRTimeline
GPS Wealth Strategies Group, LLC78,295$1.86M0.21%+4,47213F-HRTimeline
Nikulski Financial, Inc.77,382$1.84M0.5%+1,21313F-HRTimeline
Dunhill Financial, LLC76,159$1.81M0.52%new13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT75,785$1.8M0.21%+2,10413F-HRTimeline
Austin Private Wealth, LLC74,934$1.78M0.14%+24,51213F-HRTimeline
SBI Securities Co., Ltd.74,282$1.77M0.05%+19,95113F-HRTimeline
United Advisor Group, LLC73,216$1.74M0.3%+24,81813F-HRTimeline
SEEDS INVESTOR LLC72,496$1.73M0.41%+9,18813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…72,168$1.72M0.09%+5,85313F-HRTimelineGroup
Lantern Wealth Advisors, LLC69,459$1.65M0.98%13F-HRTimeline
Creative Planningin group Creative Planning69,278$1.65M<0.01%+32,40813F-HRTimelineGroup
IHT Wealth Management, LLC68,781$1.64M0.05%+3,48113F-HRTimeline
Herold Advisors, Inc.68,594$1.63M0.34%+2,25413F-HRTimeline
Garde Capital, Inc.67,140$1.6M0.09%013F-HRTimeline