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Disclosery

SPHY SPDR SERIES TRUST

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SHS (fund)

525 managers (531 13F filers) reported a position in SPHY shares at 2026-03-31, 280,298,268 shares in all. 60 filers opened a position and 62 filers sold out during the quarter.

Managers
525
13F filers
531
New
60
Added
269
Reduced
145
Sold out
62
Shares held by filers
280,298,268

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/28,502,235$665M0.05%-18,442,04813F-HRTimelineGroup
Ilmarinen Mutual Pension Insurance Co20,450,000$477M3.75%-2,600,00013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO19,832,325$462M0.43%+1,061,79613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,707,362$250M0.05%-487,06713F-HR/ATimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC9,619,126$224M0.17%+278,59713F-HRTimelineGroup
LPL Financial LLC9,302,194$217M0.06%+499,58113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,890,824$207M0.05%+409,21013F-HR/ATimelineGroup
Municipal Employees' Retirement System …8,191,734$191M2.17%+2,190,87813F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC7,610,670$177M1.5%+196,00013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,695,070$159M0.19%+184,48713F-HRTimelineGroup
Elo Mutual Pension Insurance Co5,950,000$139M2.29%+4,900,00013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,920,343$138M0.01%+319,57113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,243,693$122M+602,265Timeline
Advisory Alpha, LLC4,754,445$111M3.03%+1,107,68513F-HRTimeline
Creative Planningin group Creative Planning4,739,179$111M0.07%+4,648,72213F-HRTimelineGroup
Asset Management One Co., Ltd.4,425,620$103M0.3%+811,30013F-HRTimeline
Ocean Park Asset Management, LLC3,964,799$92.5M5.34%+52,57313F-HR/ATimeline
1832 Asset Management L.P.3,598,970$83.9M0.11%+122,32613F-HRTimeline
Cetera Investment Advisers3,556,254$82.9M0.09%+1,441,01413F-HRTimeline
Advisors Capital Management, LLC3,331,245$77.7M0.91%+144,33113F-HRTimeline
MML INVESTORS SERVICES, LLC3,222,719$75.2M0.21%-155,39513F-HRTimeline
Kensington Asset Management, LLC3,128,978$73M3.97%-132,62713F-HR/ATimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC2,684,871$62.6M0.03%-30,82713F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,383,246$55.6M1.46%+36,66713F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC2,196,449$51.2M3.83%+1,883,82713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,108,742$48.7M<0.01%+608,04713F-HR/ATimelineGroup
EXCHANGE TRADED CONCEPTS, LLC1,802,745$42M0.32%+94,96113F-HRTimeline
BOKF, NAin group BOKF, NA1,748,686$40.8M0.62%+215,61813F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…1,674,673$39.1M0.2%new13F-HRTimelineGroup
CORNERSTONE ENTERPRISES, LLC1,653,907$38.6M19.18%-17,42213F-HRTimeline
Apella Capital, LLC1,556,326$36.8M0.55%+375,03713F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…1,566,858$36.5M0.14%-2,000,00013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,508,372$35.2M0.35%+315,41613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,484,711$34.6M<0.01%+41,90913F-HRTimelineGroup
Iowa State Bank1,392,819$32.5M5.98%+796,05113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,368,848$31.9M0.07%+161,85813F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,366,189$31.9M0.01%+423,63813F-HRTimelineGroup
SageView Advisory Group, LLC1,319,802$30.8M1.12%-122,85713F-HRTimeline
CNO Financial Group, Inc.in group CNO Financial Group, Inc.1,279,000$29.8M17.1%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,278,279$29.8M0.04%+216,16713F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding1,212,433$28.5M+143,735Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,164,443$27.2M0.05%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,150,019$26.8M0.01%+56,12413F-HRTimelineGroup
Horizon Investments, LLC1,586,460$26.8M0.3%+42,72813F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,118,505$26.1M2.54%+119,27513F-HR/ATimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC1,072,466$25M0.03%+29,65113F-HRTimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC1,071,755$25M0.31%-58,50013F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,060,271$24.7M0.06%+29,67613F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,026,212$23.9M<0.01%-266,60213F-HRTimelineGroup
CONNING INC.in group CONNING INC.1,023,746$23.9M0.79%+463,54813F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,000,577$23.3M0.12%-69,72313F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …996,761$23.2M0.02%+34,19513F-HRTimelineGroup
RFG Holdings, Inc.977,503$22.8M5.74%-73,77613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC920,706$21.5M0.01%+341,30713F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…896,825$20.9M0.04%+545,22813F-HRTimelineGroup
Belpointe Asset Management LLC894,286$20.9M0.76%-38,54313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp886,713$20.7M<0.01%+387,58713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP879,685$20.3M0.01%+344,49513F-HRTimelineGroup
Alaska Permanent Capital Management, LLCgroup of 2 filers holding824,043$19.2M+87,056Timeline
Asset Allocation & Management Company, …804,501$18.8M6.96%013F-HRTimeline
AlphaStar Capital Management, LLC795,537$18.6M1.37%-70,71013F-HRTimeline
CWM, LLCin group CWM, LLC778,813$18.2M0.05%-465,83713F-HRTimelineGroup
Syntegra Private Wealth Group, LLC776,957$18.1M1.72%-6,87413F-HRTimeline
CHRISTINE MESSMER PC749,153$17.5M11.17%+15,34313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC738,686$17.2M1.4%+73,49413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.725,940$17.2M0.11%+9,42313F-HRTimelineGroup
SAM Advisors, LLC714,646$16.7M5.22%+34,58413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP705,522$16.5M0.02%+32,32013F-HRTimelineGroup
Willis Johnson & Associates, Inc.681,993$15.9M0.93%+7,92813F-HRTimeline
Financial Futures Ltd Liability Co.646,986$15.1M6.63%+96,60413F-HRTimeline
MGO ONE SEVEN LLC603,913$14.1M0.28%-11,73813F-HRTimeline
RETIREMITTEN FINANCIAL LLC582,023$13.6M6.56%13F-HRTimeline
Hilltop Partners LLC575,544$13.4M3.44%+25,58513F-HRTimeline
Farther Finance Advisors, LLC575,522$13.4M0.13%+130,33113F-HRTimeline
Independent Advisor Alliance520,588$12.1M0.13%new13F-HRTimeline
TSG Advice Partners, LLC503,965$11.8M1.76%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC491,188$11.5M5.06%+101,60613F-HRTimeline
DT Investment Partners, LLC488,147$11.4M0.95%+18,65613F-HRTimeline
Quartz Partners, LLC456,746$10.7M4.12%-14,89713F-HRTimeline
Curran Financial Partners, LLC453,267$10.6M1.89%+298,80113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\448,944$10.5M<0.01%+22,67013F-HRTimelineGroup
FINANCIAL ADVISORY PARTNERS, LLC446,622$10.4M2.95%-2,53613F-HRTimeline
CHOREO, LLC432,182$10.1M0.12%new13F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…429,967$10M2.67%+109,48013F-HRTimelineGroup
S&A Financial Services, Inc.427,383$9.97M6.85%13F-HRTimeline
Bensler, LLC423,012$9.86M1.02%-147,90313F-HRTimeline
Atlas Private Wealth Advisors421,456$9.83M2.31%-3,06713F-HRTimeline
WCG Wealth Advisors LLC419,806$9.79M0.27%+22,09813F-HRTimeline
Carolina Wealth Advisors, LLC415,461$9.69M4.03%-2,16713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding404,108$9.42M+136,129Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…398,395$9.29M0.01%+13,95813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP395,108$9.21M0.01%+38,32413F-HRTimelineGroup
Keeler Thomas Management LLC386,142$9M3.81%new13F-HRTimeline
Pinnacle Wealth Management, LLC381,762$8.9M6%+21,55113F-HRTimeline
5th Street Advisors, LLC380,088$8.86M3.84%+16,67313F-HRTimeline
Foundations Investment Advisors, LLC376,999$8.79M0.11%+117,44113F-HRTimeline
&PARTNERS366,120$8.55M0.04%+80,39013F-HRTimeline
Beacon Pointe Advisors, LLC365,330$8.52M0.05%+15,95713F-HRTimeline
FINANCIAL LIFE ADVISORS361,443$8.43M2.63%-93,81113F-HRTimeline
Csenge Advisory Group359,472$8.38M0.38%-2,80313F-HRTimeline
Stadion Money Management, LLC355,410$8.29M0.83%+6,93613F-HRTimeline
Horizon Investment Services, LLC349,133$8.14M2.83%-2,24813F-HRTimeline
Omega Financial Group, LLC347,107$8.09M2.67%+1,75213F-HRTimeline
NewSquare Capital LLC340,503$7.94M0.69%-6,51413F-HRTimeline
HighTower Advisors, LLC338,923$7.9M0.01%+64,72513F-HRTimeline
Merit Financial Group, LLC333,697$7.78M0.06%+159,26013F-HRTimeline
AE Wealth Management LLC333,072$7.77M0.04%+23,93013F-HRTimeline
Impact Partnership Wealth, LLC330,375$7.7M0.95%+157,09913F-HRTimeline
ProVise Management Group, LLC330,341$7.7M0.55%+14,54513F-HRTimeline
NEPC LLC330,232$7.7M0.15%+166,68313F-HRTimeline
Arkadios Wealth Advisors323,437$7.54M0.12%-12,85113F-HRTimeline
HighPoint Advisor Group LLC318,223$7.42M0.31%+5,32013F-HRTimeline
Sound Income Strategies, LLC301,568$7.01M0.34%+57,60613F-HRTimeline
MOLLER WEALTH PARTNERS292,630$6.82M1.35%+108,54313F-HRTimeline
Waterloo Capital, L.P.289,286$6.75M0.47%-122,76913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…285,460$6.66M0.12%-36,24613F-HRTimelineGroup
iA Global Asset Management Inc.278,400$6.49M0.09%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO274,295$6.4M0.2%+98,67813F-HRTimeline
Optas, LLC267,409$6.24M0.94%+3,76513F-HRTimeline
Alliance Wealth Advisors, LLC /UT266,258$6.21M1.34%+116,40813F-HRTimeline
NewEdge Advisors, LLC264,481$6.17M0.02%+2,75413F-HR/ATimeline
One Capital Management, LLC260,443$6.07M0.17%new13F-HRTimeline
AIRE ADVISORS, LLC260,388$6.07M1.11%+4,87213F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC258,979$6.04M0.42%-75,74713F-HRTimeline
Stonebridge Financial Planning Group, L…250,194$5.83M2.14%+16,62013F-HRTimeline
Caitlin John, LLC244,196$5.69M3.43%+63,53313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…235,769$5.5M<0.01%+64,45313F-HRTimelineGroup
Wealth Forward, LLC233,513$5.45M3.07%+2,26113F-HRTimeline
Hurlow Wealth Management Group, Inc.229,922$5.36M1.28%+15,22713F-HRTimeline
HF Advisory Group, LLC229,199$5.34M1.82%+19,72913F-HRTimeline
Mariner, LLCin group Mariner, LLC227,446$5.3M0.01%-4,59713F-HRTimelineGroup
Winthrop Capital Management, LLC225,022$5.25M1.35%-45,37613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC224,108$5.23M0.02%+37,03713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA221,870$5.17M<0.01%-11,05813F-HRTimelineGroup
SigFig Wealth Management, LLC218,945$5.11M0.15%+34,80913F-HRTimeline
Rialto Wealth Management, LLC218,442$5.09M1.14%+59,01013F-HRTimeline
Private Advisor Group, LLC218,217$5.09M0.02%-34,93913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…217,704$5.07M0.01%-29,29013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT213,174$4.97M0.32%-43,21613F-HRTimeline
ARVEST INVESTMENTS, INC.212,611$4.96M0.68%+23,57313F-HRTimeline
Marmo Financial Group, LLC210,426$4.91M2.43%-3,48213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.210,253$4.9M<0.01%+58,45113F-HRTimelineGroup
RFG Advisory, LLC210,217$4.9M0.09%-4,98413F-HRTimeline
VICUS CAPITAL192,133$4.48M0.33%+23,52013F-HRTimeline
Carl P. Sherr & Co., LLC190,679$4.45M2.09%+2,88213F-HRTimeline
BUSH INVESTMENT GROUP, LLC189,715$4.42M2.42%+10,59813F-HRTimeline
Hobart Private Capital, LLC186,425$4.35M0.85%-23,05213F-HRTimeline
Convergence Financial, LLC186,326$4.35M0.46%+96,36913F-HRTimeline
Bauman Advisory Group, LLC185,483$4.33M3.03%+163,72313F-HRTimeline
Maia Wealth LLC185,287$4.32M0.73%+33,49313F-HRTimeline
Smith Salley Wealth Management181,746$4.24M0.21%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…181,243$4.23M0.05%-50,59713F-HRTimelineGroup
Cambria Investment Management, L.P.181,628$4.21M0.24%+5,18913F-HRTimeline
Systelligence, LLC179,578$4.19M0.81%new13F-HRTimeline
LANARK FINANCIAL, INC.178,998$4.17M0.31%+24,25613F-HRTimeline
HRT FINANCIAL LP178,805$4.17M0.01%+92,38413F-HRTimeline
IFP Advisors, Inc175,908$4.1M0.09%+10,72113F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC169,534$3.95M3.67%-7,84813F-HRTimeline
Janney Montgomery Scott LLC168,018$3.92M0.01%+135,04413F-HRTimeline
CGN Advisors LLC163,986$3.82M0.3%+25,88713F-HRTimeline
Diversified Enterprises, LLC162,915$3.8M0.21%+14,80613F-HRTimeline
Strategic Financial Group, LLC162,330$3.79M3.9%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…159,374$3.72M0.05%+5,82413F-HRTimelineGroup
Empowered Funds, LLC155,685$3.61M0.02%+17,65513F-HR/ATimeline
Calamos Advisors LLCin group Calamos Advisors LLC153,817$3.59M0.01%-35,58513F-HRTimelineGroup
Meriwether Wealth & Planning, LLC152,560$3.56M1.95%+12,21013F-HRTimeline
APPLETON PARTNERS INC/MA145,140$3.38M0.24%+5,58513F-HRTimeline
Great Diamond Partners, LLC144,142$3.36M0.65%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC144,002$3.36M0.15%-6,72613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding143,555$3.35M+10,244Timeline
K2 Financial Inc.141,811$3.34M2.43%+7,24313F-HRTimeline
SEEDS INVESTOR LLC141,539$3.34M0.45%+54,24013F-HRTimeline
BRIGHTON SECURITIES CORP.140,654$3.28M1.58%+18,52613F-HRTimeline
Perigon Wealth Management, LLC138,168$3.22M0.06%-6,43813F-HRTimeline
Compound Planning, Inc.136,253$3.18M0.1%-25,54413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers136,007$3.17M<0.01%+111,35413F-HRTimelineGroup
Cedar Point Capital Partners, LLC135,902$3.17M2.06%new13F-HRTimeline
Michels Family Financial, LLC134,784$3.14M2.27%+2,81713F-HRTimeline
Fiduciary Alliance LLC121,219$2.86M0.17%+16,10713F-HRTimeline
Serenity Investment Advisors117,533$2.75M1.29%+16,19613F-HRTimeline
Central Pacific Bank - Trust Division116,980$2.73M0.35%-32,70513F-HRTimeline
Towne Trust Company, N.A115,934$2.7M0.87%+20,37113F-HRTimeline
Sanctuary Advisors, LLC113,085$2.64M0.01%-37,18713F-HRTimeline
Veery Capital, LLC112,614$2.63M0.81%+71113F-HRTimeline
Auour Investments LLC112,553$2.62M0.83%+2,81413F-HRTimeline
Modern Wealth Management, LLC112,804$2.62M0.05%+13,57013F-HRTimeline
Phillip James Consulting Co.54,185$2.54M1.93%new13F-HRTimeline
MCF Advisors LLC108,055$2.52M0.11%-11,09313F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC105,742$2.47M0.42%+30,63813F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding105,715$2.47M-1,532,490Timeline
VICTORY CAPITAL MANAGEMENT INC105,000$2.45M<0.01%-425,00013F-HRTimeline
Cannon Wealth Management Services, LLC104,429$2.44M1.65%+9,66813F-HRTimeline
Elm3 Financial Group, LLC103,826$2.42M2.05%+34,12713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC103,581$2.42M<0.01%-146,17813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…102,640$2.39M<0.01%+19,83213F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE102,500$2.39M<0.01%013F-HRTimelineGroup
FOSTER & MOTLEY INC102,121$2.38M0.12%+18,51813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC101,857$2.38M<0.01%new13F-HRTimelineGroup
Gladstone Institutional Advisory LLC101,563$2.37M0.09%+23,03913F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC101,428$2.37M1.75%-69613F-HRTimeline