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Disclosery

SPHY SPDR SERIES TRUST

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SHS (fund)

475 managers (480 13F filers) reported a position in SPHY shares at 2025-09-30, 276,787,272 shares in all. 64 filers opened a position and 33 filers sold out during the quarter.

Managers
475
13F filers
480
New
64
Added
263
Reduced
107
Sold out
33
Shares held by filers
276,787,272

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/44,649,901$1.07B0.08%+4,256,59613F-HR/ATimelineGroup
Ilmarinen Mutual Pension Insurance Co29,650,000$710M5.33%+1,400,00013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO17,822,858$427M0.46%+1,053,67013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,310,165$271M0.06%-234,15713F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,217,395$245M0.18%+4,319,02613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,686,741$208M0.05%+2,232,95413F-HRTimelineGroup
LPL Financial LLC7,835,083$188M0.05%+1,263,63713F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC7,564,670$181M1.48%+95,00013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC7,200,554$172M4.26%+186,06013F-HRTimeline
Municipal Employees' Retirement System …5,954,325$143M1.65%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,688,517$136M0.01%+644,06013F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,669,418$136M0.16%+493,81913F-HRTimelineGroup
Ocean Park Asset Management, LLC3,748,100$89.7M3.7%-6,745,47613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,744,225$89.6M+597,532Timeline
Advisory Alpha, LLC3,443,034$82.1M2.29%+192,33513F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…3,416,858$81.8M0.3%+100,00013F-HRTimelineGroup
1832 Asset Management L.P.3,391,244$81.2M0.14%-8,40913F-HRTimeline
Kensington Asset Management, LLC3,170,930$75.9M4.55%-152,09013F-HRTimeline
MML INVESTORS SERVICES, LLC3,036,898$72.7M0.19%+469,45213F-HRTimeline
Advisors Capital Management, LLC3,025,928$72.4M0.9%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,299,700$55.1M1.61%+77,16013F-HRTimelineGroup
NEOS Investment Management LLC1,949,097$46.4M0.35%+144,39613F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,930,244$46.2M<0.01%+1,087,37813F-HRTimelineGroup
CORNERSTONE ENTERPRISES, LLC1,798,795$43.1M21.18%+84,55913F-HRTimeline
Cetera Investment Advisers1,739,807$41.7M0.05%+367,72513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,670,916$40M-1,058,108Timeline
Cambridge Investment Research Advisors,…1,547,754$37.1M0.1%+722,89013F-HRTimeline
BOKF, NAin group BOKF, NA1,543,663$37M0.56%+20,59113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,447,333$34.6M0.01%-71,56913F-HRTimelineGroup
NEPC LLC1,400,581$33.5M0.88%-454,03613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,374,490$32.9M0.31%new13F-HRTimeline
SageView Advisory Group, LLC1,341,992$32.1M1.11%+224,45813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,289,549$30.9M<0.01%+41,09313F-HR/ATimelineGroup
CNO Financial Group, Inc.in group CNO Financial Group, Inc.1,279,000$30.6M20.33%+211,00013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,275,369$30.5M0.04%+322,14513F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC1,269,981$30.4M0.02%+325,00013F-HRTimeline
TOEWS CORP /ADV1,226,500$29.4M4.2%+239,20013F-HRTimeline
Horizon Investments, LLC1,374,564$29M0.38%+1,374,49013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,199,157$28.7M0.05%-140,86313F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,157,700$27.7M0.08%+21,03513F-HRTimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC1,130,255$27.1M0.3%-21,00013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,105,582$26.5M0.3%+88,06713F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,093,895$26.2M0.01%+1,093,15913F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC1,092,116$26.1M0.03%+73,21813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,057,436$25.3M0.05%+143,52113F-HRTimelineGroup
RFG Holdings, Inc.1,054,804$25.3M6.52%+14,25213F-HRTimeline
RATIONAL ADVISORS, INC.1,041,882$24.9M2.48%-12,16213F-HRTimeline
Belpointe Asset Management LLC1,012,704$24.2M0.93%+170,00213F-HRTimeline
Kohmann Bosshard Financial Services, LLC947,648$22.7M2.33%+26,29413F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …916,620$21.9M0.02%+13,31913F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding921,762$21.7M+139,566Timeline
Asset Allocation & Management Company, …838,101$20.1M8.46%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\816,282$19.5M0.01%+160,08213F-HRTimelineGroup
Syntegra Private Wealth Group, LLC784,973$18.8M1.77%-2,92513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC751,388$18M0.01%-58,40013F-HRTimelineGroup
Alaska Permanent Capital Management, LLCgroup of 2 filers holding748,325$17.9M+571,693Timeline
RENAISSANCE TECHNOLOGIES LLC734,100$17.6M0.02%-234,70013F-HRTimeline
Apella Capital, LLC713,148$16.9M0.38%+251,41213F-HRTimeline
Willis Johnson & Associates, Inc.701,233$16.8M1.04%+7,05613F-HRTimeline
UBS Group AGgroup of 2 filers holding676,522$16.2M+57,805Timeline
SAM Advisors, LLC659,357$15.8M5.09%+12,92313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP640,595$15.3M0.02%+46,66113F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC639,850$15.3M1.47%-7,81513F-HRTimelineGroup
MGO ONE SEVEN LLC639,674$15.3M0.35%+60,78913F-HRTimeline
Bensler, LLC605,744$14.5M1.51%-44,11513F-HRTimeline
AlphaStar Capital Management, LLC578,237$13.8M1.19%+78,25813F-HRTimeline
Iowa State Bank574,739$13.8M2.62%+27,40113F-HRTimeline
Financial Futures Ltd Liability Co.559,137$13.4M6.5%+18,06913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…555,048$13.3M0.03%new13F-HRTimelineGroup
Hilltop Partners LLC528,507$12.7M3.78%+17,87813F-HRTimeline
Clearstead Advisors, LLC486,368$11.6M0.17%-17,90613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC464,970$11.1M<0.01%+59,85313F-HRTimelineGroup
DT Investment Partners, LLC462,620$11.1M0.94%+23,58913F-HRTimeline
NewSquare Capital LLC442,553$10.6M0.72%-3,70913F-HRTimeline
Farther Finance Advisors, LLC439,739$10.5M0.16%-919,19213F-HRTimeline
HRT FINANCIAL LP432,183$10.3M0.04%+272,59513F-HRTimeline
Carolina Wealth Advisors, LLC421,335$10.1M4.36%+399,92213F-HRTimeline
Donoghue Forlines LLC415,612$9.95M3.07%-833,96813F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC415,373$9.94M2.9%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.410,058$9.82M0.09%new13F-HRTimelineGroup
Waterloo Capital, L.P.405,238$9.7M0.72%+53,43913F-HRTimeline
Quartz Partners, LLC402,904$9.65M3.49%+196,57113F-HRTimeline
Csenge Advisory Group400,712$9.59M0.46%-14,65713F-HRTimeline
Atlas Private Wealth Advisors395,229$9.46M2.32%-341,14813F-HRTimeline
5th Street Advisors, LLC393,584$9.42M4.66%+5,64913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS382,895$9.17M0.01%+295,97713F-HRTimelineGroup
NewEdge Advisors, LLC382,362$9.15M0.04%+42,12413F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC365,020$8.74M4.17%+4,04413F-HRTimeline
Onyx Bridge Wealth Group LLC362,135$8.67M0.94%+20,31313F-HRTimeline
Horizon Investment Services, LLC355,271$8.51M3.21%+22,08313F-HRTimeline
Pinnacle Wealth Management, LLC355,193$8.5M5.74%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.353,325$8.46M0.06%+40,31813F-HRTimelineGroup
Beacon Pointe Advisors, LLC343,004$8.21M0.07%new13F-HRTimeline
Omega Financial Group, LLC338,779$8.11M2.73%+2,90713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…335,031$8.02M0.16%-7,96613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp334,581$8.01M<0.01%+161,41413F-HRTimelineGroup
FINANCIAL LIFE ADVISORS329,370$7.89M2.53%+61,88713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP312,851$7.49M0.01%-10,00113F-HRTimelineGroup
&PARTNERS311,839$7.47M0.05%+61,52913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…302,083$7.23M<0.01%+27,07913F-HRTimelineGroup
ProVise Management Group, LLC300,550$7.2M0.53%+12,91713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC284,302$6.81M0.01%+153,03513F-HRTimeline
Winthrop Capital Management, LLC276,940$6.63M1.6%+86613F-HRTimeline
Arkadios Wealth Advisors274,015$6.56M0.16%+137,43613F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT258,500$6.19M0.4%013F-HRTimeline
AIRE ADVISORS, LLC254,483$6.09M1.11%-2,78213F-HRTimeline
Compound Planning, Inc.253,471$6.07M0.2%+65,79613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…252,953$6.02M0.01%+14,71613F-HRTimeline
AE Wealth Management LLC250,125$5.99M0.04%-60,10213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP250,281$5.99M<0.01%+159,71913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding248,128$5.94M+134,939Timeline
GenTrust, LLC247,149$5.92M0.27%+47,50313F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…246,526$5.9M1.47%+232,16213F-HRTimelineGroup
Little Harbor Advisors, LLC244,536$5.85M2.92%-7,96413F-HRTimeline
49 WEALTH MANAGEMENT, LLC240,136$5.75M0.54%new13F-HRTimeline
Atria Investments, Inc235,157$5.63M0.06%-71,40813F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…232,125$5.56M1.89%+37,74113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA231,710$5.55M<0.01%+26,48013F-HRTimelineGroup
Wealth Forward, LLC227,535$5.45M3.16%new13F-HRTimeline
Meridian Wealth Management, LLC221,820$5.31M0.2%+18,54813F-HRTimeline
Mariner, LLCin group Mariner, LLC215,751$5.17M0.01%-7,83513F-HRTimelineGroup
Marmo Financial Group, LLC210,718$5.04M2.44%+5,48313F-HRTimeline
Financial Architects, LLC210,105$5.03M2.86%+9,79013F-HRTimeline
Stonebridge Financial Planning Group, L…202,077$4.84M1.82%+69,19013F-HRTimeline
SMH CAPITAL ADVISORS INC200,000$4.76M9.71%+138,00013F-HRTimeline
Hobart Private Capital, LLC193,949$4.64M0.97%+15,87513F-HRTimeline
Optas, LLC191,514$4.58M0.78%+127,09513F-HRTimeline
HF Advisory Group, LLC187,918$4.5M1.65%+20,63113F-HRTimeline
Hurlow Wealth Management Group, Inc.187,433$4.49M1.16%+10,27013F-HRTimeline
Forefront Wealth Partners, LLC184,037$4.41M1.11%new13F-HRTimeline
Private Advisor Group, LLC182,095$4.36M0.02%+68,53313F-HRTimeline
Stadion Money Management, LLC180,932$4.31M0.34%-3313F-HRTimeline
Carl P. Sherr & Co., LLC178,638$4.28M2.03%+7,49113F-HRTimeline
BUSH INVESTMENT GROUP, LLC177,505$4.25M2.52%+5,82313F-HRTimeline
Sanctuary Advisors, LLC175,379$4.2M0.02%+23,42513F-HR/ATimeline
VERUS WEALTH MANAGEMENT, LLC174,733$4.18M3.9%+7,47413F-HRTimeline
VICUS CAPITAL174,091$4.17M0.32%new13F-HRTimeline
Foundations Investment Advisors, LLC173,643$4.16M0.06%+62,37013F-HRTimeline
Cambria Investment Management, L.P.171,250$4.07M0.25%+51,89013F-HR/ATimeline
Calamos Advisors LLCin group Calamos Advisors LLC170,021$4.07M0.02%+85,01013F-HRTimelineGroup
Merit Financial Group, LLC168,496$4.03M0.04%+8,65613F-HR/ATimeline
ARVEST INVESTMENTS, INC.167,937$4.02M0.58%+12,18613F-HRTimeline
Perigon Wealth Management, LLC163,718$3.92M0.08%+66413F-HRTimeline
Sound Income Strategies, LLC161,972$3.84M0.21%+62,40913F-HRTimeline
Impact Partnership Wealth, LLC153,282$3.67M0.55%-74,41513F-HRTimeline
IFP Advisors, Inc151,154$3.62M0.09%+7,23113F-HR/ATimeline
Sterneck Capital Management, LLC150,228$3.6M1.67%-90913F-HRTimeline
SigFig Wealth Management, LLC147,732$3.54M0.11%+25,39513F-HRTimeline
Curran Financial Partners, LLC144,165$3.45M0.68%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC143,206$3.43M0.15%-74,84013F-HRTimeline
MOLLER WEALTH PARTNERS141,709$3.39M0.71%+45,54413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC141,639$3.39M<0.01%-3,59013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC134,639$3.22M<0.01%new13F-HRTimelineGroup
Meriwether Wealth & Planning, LLC134,426$3.22M1.86%+4,19113F-HRTimeline
Catalyst Capital Advisors LLC132,000$3.16M0.06%+70,00013F-HRTimeline
PLANWISER FINANCIAL, LLC132,882$3.13M2.49%+68,72813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC130,780$3.13M0.08%+25,29713F-HRTimeline
CGN Advisors LLC130,597$3.13M0.26%+3,51413F-HRTimeline
APPLETON PARTNERS INC/MA130,364$3.12M0.21%+3,51913F-HRTimeline
K2 Financial Inc.131,598$3.12M2.5%+10,56613F-HRTimeline
Rialto Wealth Management, LLC127,801$3.06M0.79%+47,93013F-HRTimeline
RFG Advisory, LLC126,848$3.04M0.06%-13,96713F-HRTimeline
Diversified Enterprises, LLC126,056$3.02M0.2%+16,95513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…125,699$3.01M0.05%+99,43313F-HRTimelineGroup
Michels Family Financial, LLC124,255$2.97M2.32%+4,39413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…123,608$2.96M0.04%+42,76913F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…122,083$2.92M0.08%+11,15413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…118,722$2.84M<0.01%+2,95713F-HRTimelineGroup
MCF Advisors LLC118,639$2.84M0.17%+38513F-HRTimeline
OLD MISSION CAPITAL LLC118,447$2.84M0.1%new13F-HRTimeline
Empowered Funds, LLC118,770$2.83M0.03%+31,03013F-HRTimeline
COMERICA BANK116,808$2.8M0.01%+2,35213F-HRTimeline
Binnacle Investments Inc113,707$2.72M1.6%+7,91513F-HRTimeline
Veery Capital, LLC110,567$2.65M0.84%+5,96913F-HRTimeline
BRIGHTON SECURITIES CORP.108,542$2.6M1.35%+16,10413F-HR/ATimeline
LANARK FINANCIAL, INC.108,147$2.59M0.2%-24,99813F-HRTimeline
Global Retirement Partners, LLC105,770$2.53M0.06%-7,44113F-HRTimeline
Modern Wealth Management, LLC104,417$2.5M0.05%-42,28813F-HRTimeline
STOCK YARDS BANK & TRUST CO103,835$2.49M0.08%+48,52813F-HRTimeline
Balefire, LLC103,326$2.47M0.49%+4,51413F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE102,500$2.45M<0.01%013F-HRTimelineGroup
Maia Wealth LLC102,983$2.44M0.41%+57,10413F-HRTimeline
OneDigital Investment Advisors LLC101,513$2.43M0.02%+2,17513F-HRTimeline
Polymer Capital Management (HK) LTD100,000$2.39M0.33%new13F-HRTimeline
Timonier Family Office, LTD.97,783$2.34M0.77%+9,40713F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding97,596$2.34M+95,510Timeline
Cannon Wealth Management Services, LLC97,557$2.34M1.77%+1,30413F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC96,735$2.32M0.84%+3,12213F-HRTimeline
Fiduciary Alliance LLC91,945$2.2M0.15%+5,24713F-HRTimeline
United Advisor Group, LLC90,997$2.18M0.29%+17,78113F-HRTimeline
Convergence Financial, LLC90,979$2.18M0.33%-41513F-HRTimeline
Sound Stewardship, LLC90,509$2.17M1.04%+4,04313F-HRTimeline
Martel Wealth Advisors LLC87,843$2.1M0.37%+3,58713F-HRTimeline
HighTower Advisors, LLC87,635$2.1M<0.01%+57,26313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management87,229$2.09M0.02%-26,15813F-HRTimelineGroup
Prime Capital Investment Advisors, LLC86,063$2.06M0.03%+1,43613F-HRTimeline
Sunesis Advisors, LLC83,957$2.01M0.94%13F-HRTimeline
Autumn Glory Partners, LLC83,542$2M0.82%new13F-HRTimeline
Creative Planningin group Creative Planning83,183$1.99M<0.01%+13,90513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC82,316$1.97M0.01%-4,75813F-HRTimelineGroup