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Disclosery

SPHY SPDR SERIES TRUST

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SHS (fund)

Filings received so far for Q3 2026: 29 13F filers report a position in SPHY shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Apella Capital, LLC2,138,787$48.2M0.61%+335,72413F-HRTimeline
Iowa State Bank1,535,008$34.7M5.86%+99,43513F-HRTimeline
Farther Finance Advisors, LLC642,724$14.5M0.1%+9,14613F-HRTimeline
Sound Income Strategies, LLC371,570$8.38M0.37%+1,66313F-HRTimeline
Central Pacific Bank - Trust Division314,960$7.11M0.75%+51,62513F-HRTimeline
SigFig Wealth Management, LLC303,575$6.86M0.17%+39,96313F-HRTimeline
Strategic Financial Group, LLC295,560$6.68M6.47%+131,39713F-HRTimeline
HF Advisory Group, LLC279,407$6.31M1.88%+26,18513F-HRTimeline
Meriwether Wealth & Planning, LLC164,108$3.71M1.67%+8,76313F-HRTimeline
BRIGHTON SECURITIES CORP.148,872$3.36M1.41%+4,28413F-HRTimeline
Veery Capital, LLC123,883$2.8M0.75%+6,80313F-HRTimeline
Elm3 Financial Group, LLC104,194$2.35M1.57%-2,16813F-HRTimeline
Exchange Bank58,565$1.32M0.82%+8,17013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC42,213$954K0.61%+4,63513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC34,329$776K0.05%+10513F-HRTimeline
General Partner, Inc.26,000$587K0.31%013F-HRTimeline
Fermata Advisors, LLC22,854$516K0.1%-19,36913F-HRTimeline
Avior Wealth Management, LLC19,985$451K0.01%-29213F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…11,301$255K0.02%new13F-HRTimeline
Balefire, LLC9,712$219K0.03%-25,59013F-HRTimeline
Attessa Capital LLC9,472$214K0.09%new13F-HRTimeline
YHB Investment Advisors, Inc.9,412$213K0.01%new13F-HRTimeline
Box Hill Private Wealth LLC9,325$211K0.15%-84813F-HRTimeline
Scott Capital Advisors, LLC9,279$209K0.03%+9813F-HRTimeline
AMERICAN NATIONAL BANK & TRUST8,000$181K0.02%-213F-HRTimeline
CoreCap Advisors, LLC5,674$128K<0.01%-1,36513F-HRTimeline
GK Wealth Management LLC3,856$87.1K0.05%-12,29113F-HRTimeline
CX Institutional1,066$24K<0.01%-2,19113F-HRTimeline
Investors Research Corp169$3.82K<0.01%new13F-HRTimeline