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Disclosery

SPHY SPDR SERIES TRUST

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SHS (fund)

531 managers (538 13F filers) reported a position in SPHY shares at 2025-12-31, 288,579,314 shares in all. 62 filers opened a position and 33 filers sold out during the quarter.

Managers
531
13F filers
538
New
62
Added
257
Reduced
139
Sold out
33
Shares held by filers
288,579,314

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/46,944,283$1.11B0.08%+2,294,38213F-HRTimelineGroup
Ilmarinen Mutual Pension Insurance Co23,050,000$546M4.35%-6,600,00013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO18,770,529$444M0.44%+947,67113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,194,429$265M0.05%-115,73613F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC9,340,529$221M0.16%-876,86613F-HRTimelineGroup
LPL Financial LLC8,802,613$208M0.06%+967,53013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,481,614$201M0.05%-205,12713F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC7,414,670$176M1.41%-150,00013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC7,246,584$172M4.1%+46,03013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,510,583$154M0.18%+841,16513F-HRTimelineGroup
Municipal Employees' Retirement System …6,000,856$142M1.61%+46,53113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,600,772$133M0.01%-87,74513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,641,428$110M+897,203Timeline
Ocean Park Asset Management, LLC3,912,226$92.6M4.35%+164,12613F-HRTimeline
Advisory Alpha, LLC3,646,760$86.3M2.35%+203,72613F-HRTimeline
Asset Management One Co., Ltd.3,614,320$85.6M0.24%new13F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…3,566,858$84.4M0.31%+150,00013F-HRTimelineGroup
1832 Asset Management L.P.3,476,644$82.3M0.1%+85,40013F-HRTimeline
MML INVESTORS SERVICES, LLC3,378,114$80M0.19%+341,21613F-HRTimeline
Kensington Asset Management, LLC3,261,605$77.3M3.99%+90,67513F-HRTimeline
Advisors Capital Management, LLC3,186,914$75.4M0.89%+160,98613F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC2,715,698$64.3M0.03%+1,964,31013F-HRTimelineGroup
NEOS Investment Management LLC2,574,955$60.9M0.35%+625,85813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,346,579$55.5M1.54%+46,87913F-HR/ATimelineGroup
Cetera Investment Advisers2,115,240$50.1M0.05%+375,43313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,707,784$40.4M0.34%+333,29413F-HRTimeline
CORNERSTONE ENTERPRISES, LLC1,671,329$39.6M18.93%-127,46613F-HRTimeline
TOEWS CORP /ADV1,655,700$39.2M5.7%+429,20013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,638,205$38.8M-32,711Timeline
BOKF, NAin group BOKF, NA1,533,068$36.3M0.56%-10,59513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,500,695$35.5M<0.01%+211,14613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,442,802$34.2M<0.01%-4,53113F-HR/ATimelineGroup
SageView Advisory Group, LLC1,442,659$34.1M1.15%+100,66713F-HRTimeline
Horizon Investments, LLC1,543,732$31.1M0.39%+169,16813F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,292,814$30.6M<0.01%-637,43013F-HRTimelineGroup
CNO Financial Group, Inc.in group CNO Financial Group, Inc.1,279,000$30.3M17.15%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,244,650$29.5M0.08%+86,95013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,206,990$28.6M0.06%+149,55413F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,192,956$28.2M0.31%+87,37413F-HRTimelineGroup
Apella Capital, LLC1,181,289$28M0.55%+468,14113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,164,443$27.6M0.04%-34,71413F-HRTimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC1,130,255$26.8M0.31%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,093,895$25.9M0.01%013F-HRTimelineGroup
Donoghue Forlines LLC1,084,667$25.7M7.94%+669,05513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding1,068,698$25.4M+146,936Timeline
Steward Partners Investment Advisory, L…1,070,300$25.3M0.14%+1,058,10013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,062,112$25.1M0.04%-213,25713F-HRTimelineGroup
RFG Holdings, Inc.1,051,279$24.9M6.24%-3,52513F-HRTimeline
Elo Mutual Pension Insurance Co1,050,000$24.9M0.38%new13F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC1,042,815$24.7M0.02%-49,30113F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,030,595$24.4M0.06%-517,15913F-HRTimeline
RATIONAL ADVISORS, INC.1,002,765$23.7M2.43%-39,11713F-HRTimeline
Kohmann Bosshard Financial Services, LLC999,230$23.7M2.12%+51,58213F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …962,566$22.8M0.02%+45,94613F-HRTimelineGroup
UBS Group AGin group UBS Group AG942,551$22.3M<0.01%+266,02913F-HRTimelineGroup
Belpointe Asset Management LLC932,829$22.1M0.8%-79,87513F-HRTimeline
AlphaStar Capital Management, LLC866,247$20.5M1.5%+288,01013F-HRTimeline
Asset Allocation & Management Company, …804,501$19M7.58%-33,60013F-HRTimeline
Syntegra Private Wealth Group, LLC783,831$18.6M1.7%-1,14213F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding736,987$17.4M-11,338Timeline
CHRISTINE MESSMER PC733,810$17.4M11.33%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.716,517$17M0.12%+363,19213F-HRTimelineGroup
SAM Advisors, LLC680,062$16.1M5.09%+20,70513F-HRTimeline
Willis Johnson & Associates, Inc.674,065$16M0.98%-27,16813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP673,202$15.9M0.02%+32,60713F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC665,192$15.7M1.45%+25,34213F-HRTimelineGroup
MGO ONE SEVEN LLC615,651$14.6M0.3%-24,02313F-HRTimeline
Iowa State Bank596,768$14.1M2.65%+22,02913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC579,399$13.7M<0.01%+114,42913F-HRTimelineGroup
Bensler, LLC570,915$13.5M1.35%-34,82913F-HRTimeline
CONNING INC.in group CONNING INC.560,198$13.3M0.44%new13F-HRTimelineGroup
Financial Futures Ltd Liability Co.550,382$13M6.04%-8,75513F-HRTimeline
Hilltop Partners LLC549,959$13M3.35%+21,45213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP535,190$12.7M0.01%+284,90913F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC530,000$12.5M0.01%-739,98113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp499,126$11.8M<0.01%+164,54513F-HRTimelineGroup
Clearstead Advisors, LLC486,722$11.5M0.15%+35413F-HRTimeline
Quartz Partners, LLC471,643$11.2M4.15%+68,73913F-HRTimeline
DT Investment Partners, LLC469,491$11.1M0.92%+6,87113F-HRTimeline
FINANCIAL LIFE ADVISORS455,254$10.8M3.32%+125,88413F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC449,158$10.6M3%+33,78513F-HRTimeline
Farther Finance Advisors, LLC445,191$10.5M0.11%+5,45213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\426,274$10.1M<0.01%-390,00813F-HRTimelineGroup
Atlas Private Wealth Advisors424,523$10M2.35%+29,29413F-HRTimeline
Carolina Wealth Advisors, LLC417,628$9.89M4.41%-3,70713F-HRTimeline
Waterloo Capital, L.P.412,055$9.75M0.7%+6,81713F-HRTimeline
WCG Wealth Advisors LLC397,708$9.41M0.26%+338,61213F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC389,582$9.22M4.2%+24,56213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…384,437$9.1M<0.01%+82,35413F-HRTimelineGroup
5th Street Advisors, LLC363,415$8.6M4.02%-30,16913F-HRTimeline
Csenge Advisory Group362,275$8.58M0.39%-38,43713F-HRTimeline
Pinnacle Wealth Management, LLC360,211$8.53M5.74%+5,01813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC357,461$8.46M0.01%+222,82213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP356,784$8.45M0.01%+43,93313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…351,597$8.33M0.01%-203,45113F-HRTimelineGroup
Horizon Investment Services, LLC351,381$8.32M2.99%-3,89013F-HRTimeline
Beacon Pointe Advisors, LLC349,373$8.27M0.06%+6,36913F-HRTimeline
Stadion Money Management, LLC348,474$8.25M0.67%+167,54213F-HRTimeline
NewSquare Capital LLC347,017$8.21M0.72%-95,53613F-HRTimeline
Omega Financial Group, LLC345,355$8.17M2.72%+6,57613F-HRTimeline
Arkadios Wealth Advisors336,288$7.96M0.16%+62,27313F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC334,726$7.92M0.54%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…321,706$7.61M0.15%-13,32513F-HRTimelineGroup
Northeast Financial Group, Inc.in group Northeast Financial Group, In…320,487$7.59M1.9%+73,96113F-HRTimelineGroup
ProVise Management Group, LLC315,796$7.47M0.53%+15,24613F-HRTimeline
HighPoint Advisor Group LLC312,903$7.41M0.16%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC312,622$7.4M0.6%+72,48613F-HRTimeline
AE Wealth Management LLC309,142$7.32M0.04%+59,01713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS297,842$7.05M<0.01%-85,05313F-HRTimelineGroup
&PARTNERS285,730$6.76M0.04%-26,10913F-HRTimeline
GenTrust, LLC284,810$6.74M0.29%+37,66113F-HRTimeline
HighTower Advisors, LLC274,198$6.49M0.01%+186,56313F-HRTimeline
Winthrop Capital Management, LLC270,398$6.4M1.49%-6,54213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…269,231$6.37M0.15%+267,37113F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding267,979$6.34M+19,851Timeline
Optas, LLC263,644$6.24M0.98%+72,13013F-HRTimeline
NewEdge Advisors, LLC261,727$6.2M0.02%-120,63513F-HRTimeline
Foundations Investment Advisors, LLC259,558$6.14M0.08%+85,91513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT256,390$6.07M0.38%-2,11013F-HRTimeline
AIRE ADVISORS, LLC255,516$6.05M1.11%+1,03313F-HRTimeline
Private Advisor Group, LLC253,156$5.99M0.03%+71,06113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC249,759$5.91M0.01%-34,54313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…246,994$5.87M0.01%-5,95913F-HRTimeline
Sound Income Strategies, LLC243,962$5.81M0.27%+81,99013F-HRTimeline
OLD MISSION CAPITAL LLC236,660$5.6M0.22%+118,21313F-HRTimeline
Stonebridge Financial Planning Group, L…233,574$5.53M2%+31,49713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA232,928$5.51M<0.01%+1,21813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC232,043$5.49M0.01%+16,29213F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…231,840$5.49M0.06%+106,14113F-HRTimelineGroup
Wealth Forward, LLC231,252$5.47M3.09%+3,71713F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…223,856$5.3M1.76%-8,26913F-HRTimelineGroup
Little Harbor Advisors, LLC222,386$5.26M2.72%-22,15013F-HRTimeline
RFG Advisory, LLC215,201$5.09M0.1%+88,35313F-HRTimeline
Hurlow Wealth Management Group, Inc.214,695$5.08M1.24%+27,26213F-HRTimeline
Marmo Financial Group, LLC213,908$5.06M2.4%+3,19013F-HRTimeline
Hobart Private Capital, LLC209,477$4.96M0.97%+15,52813F-HRTimeline
HF Advisory Group, LLC209,470$4.96M1.73%+21,55213F-HR/ATimeline
Calamos Advisors LLCin group Calamos Advisors LLC189,402$4.48M0.02%+19,38113F-HRTimelineGroup
ARVEST INVESTMENTS, INC.189,038$4.47M0.63%+21,10113F-HRTimeline
Carl P. Sherr & Co., LLC187,797$4.47M2%+9,15913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC187,071$4.43M0.02%+104,75513F-HRTimelineGroup
SigFig Wealth Management, LLC184,136$4.36M0.13%+36,40413F-HRTimeline
MOLLER WEALTH PARTNERS184,087$4.36M0.91%+42,37813F-HRTimeline
Caitlin John, LLC180,663$4.28M2.8%+177,16513F-HRTimeline
BUSH INVESTMENT GROUP, LLC179,117$4.24M2.37%+1,61213F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC177,382$4.2M3.91%+2,64913F-HRTimeline
Cambria Investment Management, L.P.176,439$4.18M0.24%+5,18913F-HRTimeline
STOCK YARDS BANK & TRUST CO175,617$4.16M0.13%+71,78213F-HRTimeline
Merit Financial Group, LLC174,437$4.13M0.03%+5,94113F-HRTimeline
Impact Partnership Wealth, LLC173,276$4.1M0.53%+19,99413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…171,316$4.06M<0.01%+52,59413F-HR/ATimelineGroup
VICUS CAPITAL168,613$3.99M0.3%-5,47813F-HRTimeline
IFP Advisors, Inc165,187$3.91M0.09%+14,03313F-HRTimeline
NEPC LLC163,549$3.87M0.08%-1,237,03213F-HRTimeline
Compound Planning, Inc.161,797$3.83M0.11%-91,67413F-HRTimeline
Rialto Wealth Management, LLC159,432$3.77M0.9%+31,63113F-HRTimeline
Global Retirement Partners, LLC159,299$3.77M0.07%+53,52913F-HRTimeline
LANARK FINANCIAL, INC.154,742$3.66M0.27%+46,59513F-HRTimeline
Curran Financial Partners, LLC154,466$3.66M0.69%+10,30113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…153,550$3.63M0.05%+29,94213F-HRTimelineGroup
Maia Wealth LLC151,794$3.6M0.61%+48,81113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.151,802$3.59M<0.01%+151,72013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC150,728$3.57M0.17%+7,52213F-HRTimeline
Sanctuary Advisors, LLC150,272$3.56M0.02%-25,10713F-HRTimeline
Alliance Wealth Advisors, LLC /UT149,850$3.55M0.77%new13F-HRTimeline
Central Pacific Bank - Trust Division149,685$3.54M0.43%new13F-HRTimeline
Diversified Enterprises, LLC148,109$3.51M0.21%+22,05313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC147,496$3.49M0.08%+16,71613F-HRTimeline
Perigon Wealth Management, LLC144,606$3.42M0.06%-19,11213F-HRTimeline
Meriwether Wealth & Planning, LLC140,350$3.32M1.87%+5,92413F-HRTimeline
APPLETON PARTNERS INC/MA139,555$3.3M0.22%+9,19113F-HRTimeline
CGN Advisors LLC138,099$3.27M0.26%+7,50213F-HRTimeline
Empowered Funds, LLC138,030$3.27M0.06%+19,26013F-HR/ATimeline
K2 Financial Inc.134,568$3.2M2.47%+2,97013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding133,311$3.16M+11,228Timeline
Michels Family Financial, LLC131,967$3.12M2.29%+7,71213F-HRTimeline
Kathmere Capital Management, LLC126,253$2.99M0.2%new13F-HRTimeline
BRIGHTON SECURITIES CORP.122,128$2.89M1.43%+13,58613F-HRTimeline
MCF Advisors LLC119,148$2.82M0.16%+50913F-HRTimeline
COMERICA BANK117,707$2.79M0.01%+89913F-HRTimeline
Veery Capital, LLC111,903$2.65M0.81%+1,33613F-HRTimeline
Auour Investments LLC109,739$2.6M0.83%+38,83313F-HRTimeline
Timonier Family Office, LTD.107,883$2.55M0.81%+10,10013F-HRTimeline
Fiduciary Alliance LLC105,112$2.49M0.16%+13,16713F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC105,098$2.49M0.92%+8,36313F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE102,500$2.43M<0.01%013F-HRTimelineGroup
ALLSTREET CAPITAL ADVISORS LLC102,124$2.42M1.75%13F-HRTimeline
Serenity Investment Advisors101,337$2.41M1.41%13F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding101,454$2.4M+99,852Timeline
SMH CAPITAL ADVISORS INC100,675$2.38M4.85%-99,32513F-HRTimeline
Balefire, LLC100,335$2.37M0.46%-2,99113F-HRTimeline
Catalyst Capital Advisors LLC100,000$2.37M0.05%-32,00013F-HRTimeline
Modern Wealth Management, LLC99,234$2.35M0.04%-5,18313F-HRTimeline
Towne Trust Company, N.A95,563$2.26M0.71%+20,36113F-HRTimeline
Cannon Wealth Management Services, LLC94,761$2.24M1.58%-2,79613F-HRTimeline
VanderPol Investments L.L.C.94,649$2.24M4.27%+22,14513F-HRTimeline
Aurora Private Wealth, Inc.94,382$2.23M1.47%13F-HRTimeline
Sound Stewardship, LLC93,826$2.22M1.06%+3,31713F-HRTimeline
Martel Wealth Advisors LLC91,038$2.15M0.37%+3,19513F-HRTimeline
Tenzing Financial LLC90,722$2.15M1.74%13F-HRTimeline