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Disclosery

SPYX SPDR SERIES TRUST

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SHS (fund)

266 managers (270 13F filers) reported a position in SPYX shares at 2026-06-30, 21,201,409 shares in all. 23 filers opened a position and 9 filers sold out during the quarter.

Managers
266
13F filers
270
New
23
Added
89
Reduced
78
Sold out
9
Shares held by filers
21,201,409

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Windmill Hill Asset Management Ltd5,426,150$332M73.99%+1,393,81013F-HRTimeline
Choate Investment Advisors2,278,337$139M2.45%-99,45613F-HRTimeline
Betterment LLC1,981,562$121M0.2%+10,28013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,296,357$79.2M0.01%-52913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,087,515$66.4M<0.01%+76,28213F-HRTimelineGroup
LPL Financial LLC498,471$30.5M0.01%+12,72113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…466,568$28.5M0.01%-46,04213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY456,721$27.9M<0.01%+20,43113F-HRTimelineGroup
SPINNAKER TRUST455,027$27.8M1.35%+22,96613F-HRTimeline
Gemmer Asset Management LLC451,355$27.6M1.86%-2,23213F-HRTimeline
Beacon Pointe Advisors, LLC391,330$23.9M0.11%-7,00013F-HRTimeline
Allianz SEin group Allianz SE298,008$18.2M0.19%013F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP291,227$17.8M0.63%-65,95813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC269,933$16.5M0.05%+3,81613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC257,545$15.7M<0.01%+19,50513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA228,910$14M<0.01%-37,83913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC211,657$12.9M0.01%-40,55113F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/176,006$10.8M1.69%-6,43013F-HRTimeline
SEEDS INVESTOR LLC173,168$10.6M1.09%+30,77413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…160,095$9.78M0.01%-29113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC156,328$9.55M0.01%+1,38213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC155,573$9.51M0.01%-71013F-HRTimeline
Cambridge Investment Research Advisors,…154,904$9.46M0.02%+14,87513F-HR/ATimeline
RETIREMENT INCOME SOLUTIONS, INC164,718$8.73M1.5%-4,73213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO121,445$7.42M0.01%-1,68713F-HRTimelineGroup
XPONANCE LLC121,368$7.42M0.05%+47,21413F-HRTimeline
UBS Group AGgroup of 2 filers holding111,250$6.8M+3,617Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC100,831$6.16M0.36%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC99,741$6.09M<0.01%+66,78813F-HRTimelineGroup
TIFF ADVISORY SERVICES, LLC88,365$5.4M1.32%+3,95213F-HRTimeline
CRUX WEALTH ADVISORS85,856$5.25M1.82%+34213F-HRTimeline
HARBOUR INVESTMENTS, INC.81,215$4.96M0.07%-4,65613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN78,208$4.78M<0.01%+1,16013F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO70,632$4.32M0.05%+3313F-HRTimeline
Stonehearth Capital Management, LLC68,710$4.2M1.43%-17413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO65,877$4.03M0.02%013F-HRTimelineGroup
Milestone Investment Advisors LLC61,352$3.75M0.81%-11713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.49,769$3.04M<0.01%+4,32913F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC49,590$3.03M0.06%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC48,970$2.99M<0.01%+3,85913F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC48,803$2.98M0.05%new13F-HRTimeline
HighTower Advisors, LLC48,537$2.97M<0.01%-66913F-HRTimeline
Modera Wealth Management, LLC47,368$2.89M0.03%+96813F-HRTimeline
IMC-Chicago, LLC44,848$2.74M0.03%+11,82513F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD43,925$2.68M0.01%+10013F-HRTimelineGroup
Oxler Private Wealth LLC41,181$2.52M0.72%+4,93413F-HRTimeline
Creative Planningin group Creative Planning41,136$2.51M<0.01%-8613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP40,447$2.42M<0.01%+16,24813F-HRTimelineGroup
Investment Research & Advisory Group, I…3,231$2.41M0.74%+713F-HRTimeline
FMR LLCin group FMR LLC35,258$2.15M<0.01%+56513F-HRTimelineGroup
PFG Advisors35,100$2.14M0.11%-8913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC34,895$2.13M0.01%+12,41113F-HRTimelineGroup
MASECO LLP34,150$2.09M0.06%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC33,463$2.04M<0.01%+52213F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC33,028$2.02M0.32%+45313F-HRTimeline
OneDigital Investment Advisors LLC32,413$1.98M0.02%+1,10013F-HRTimeline
Fortis Capital Management LLC31,655$1.93M0.22%-7913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…31,052$1.9M0.01%+12513F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…30,200$1.85M0.02%013F-HRTimelineGroup
Operose Advisors LLC29,797$1.82M0.35%+1,41813F-HRTimeline
Boyd Wealth Management, LLC29,590$1.81M0.68%-3,12713F-HRTimeline
Advisory Solutions Group, LLC29,288$1.79M0.61%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC28,572$1.75M<0.01%013F-HRTimelineGroup
Clear Harbor Asset Management, LLC27,825$1.7M0.11%013F-HRTimeline
Wealthfront Advisers LLC27,304$1.67M<0.01%+73413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO27,474$1.67M<0.01%-54813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC26,215$1.6M<0.01%+3,84613F-HRTimeline
PFG Investments, LLC25,553$1.56M0.06%+1,03613F-HRTimeline
Hanson & Doremus Investment Management25,264$1.54M0.16%-19713F-HRTimeline
Alesco Advisors, LLC, An ESL Co24,810$1.52M0.03%013F-HRTimeline
CAPITAL CITY TRUST CO/FL24,138$1.47M0.31%-4513F-HRTimeline
SENTINEL TRUST CO LBA21,515$1.31M0.12%+25013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT21,500$1.31M0.02%+813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.21,481$1.31M0.07%+613F-HRTimelineGroup
WESCAP Management Group, Inc.21,222$1.3M0.24%013F-HRTimeline
Western Wealth Management, LLC21,202$1.3M0.04%+7013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,906$1.28M<0.01%+45613F-HRTimelineGroup
Bell Investment Advisors, Inc20,042$1.22M0.18%+51213F-HRTimeline
eCIO, Inc.19,956$1.22M0.34%-83913F-HRTimeline
Affinity Capital Advisors, LLC19,715$1.22M0.15%+213F-HRTimeline
Bragg Financial Advisors, Inc19,584$1.2M0.03%-57513F-HRTimeline
Cetera Investment Advisers19,236$1.18M<0.01%+8013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,975$1.16M<0.01%-7,37313F-HRTimelineGroup
Cresset Asset Management, LLC18,466$1.13M<0.01%-1513F-HRTimeline
RED REEF ADVISORS LLC18,438$1.13M1.04%+37013F-HRTimeline
Avior Wealth Management, LLC17,849$1.09M0.03%-2,43413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,309$1.06M<0.01%+1,13613F-HRTimelineGroup
Johnson Financial Group, LLC16,922$1.03M0.06%-1,38913F-HRTimeline
Integrated Wealth Concepts LLC16,922$1.03M0.01%+8,46113F-HRTimeline
Focus Financial Network, Inc.16,856$1.03M0.03%-14313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA16,376$1M<0.01%new13F-HRTimelineGroup
IMA Advisory Services, Inc.16,315$997K0.06%+3713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,265$994K<0.01%+33813F-HRTimelineGroup
Bridgewater Advisors Inc.15,843$986K0.05%-1,75613F-HRTimeline
GTS SECURITIES LLC15,992$977K0.02%new13F-HRTimeline
EP Wealth Advisors, LLC15,980$976K<0.01%-14713F-HRTimeline
Trevian Wealth Management LLC15,686$958K0.41%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.15,462$945K0.02%-2,53013F-HRTimelineGroup
Farrow Financial, Inc.15,354$938K0.5%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK15,310$935K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,888$922K<0.01%-6213F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC10,546$914K<0.01%new13F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC14,778$903K0.01%+1,16413F-HRTimeline
HighPoint Advisor Group LLC14,763$902K0.03%-3,75013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,718$899K<0.01%+5,85113F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,456$883K0.02%new13F-HRTimelineGroup
1832 Asset Management L.P.13,867$847K<0.01%new13F-HRTimeline
MATRIX ASSET ADVISORS INC/NY13,385$818K0.07%+88113F-HRTimeline
Ally Invest Advisors Inc.12,987$794K0.05%-9613F-HRTimeline
Arax Advisory Partners12,972$793K0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding12,670$774K-41Timeline
Constant Guidance Financial LLC12,425$759K0.48%-41013F-HRTimeline
Values Added Financial LLC11,979$732K0.26%+44213F-HRTimeline
William Mack & Associates, Inc.11,893$727K0.26%+1,05513F-HRTimeline
Facet Wealth, Inc.11,794$721K0.01%+80113F-HRTimeline
NewEdge Advisors, LLC11,525$704K<0.01%+2,92713F-HRTimeline
Fiduciary Group, LLC11,432$698K0.05%+1,46013F-HRTimeline
TRUST CO OF VERMONT11,314$691K0.03%13F-HRTimeline
Enclave Advisors LLC11,164$682K0.09%-16313F-HRTimeline
BURNS J W & CO INC/NY10,750$657K0.07%+15013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments10,575$646K0.04%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP10,376$634K<0.01%-1,78613F-HR/ATimelineGroup
CIBC WORLD MARKET INC.10,055$614K<0.01%-55013F-HRTimeline
Human Investing LLC9,947$608K0.08%-38213F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,473$579K<0.01%+14913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC9,343$571K<0.01%+5,43113F-HRTimelineGroup
Cornerstone Wealth Advisors, Inc.9,325$570K0.12%013F-HRTimeline
SteelPeak Wealth, LLC9,280$567K0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,167$560K<0.01%-38513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC8,925$545K0.08%013F-HRTimeline
Private Advisor Group, LLC8,905$544K<0.01%+1,92513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,838$540K<0.01%+4,36713F-HRTimelineGroup
Golden State Wealth Management, LLC8,501$519K0.05%-17913F-HRTimeline
Global Retirement Partners, LLC8,455$517K0.01%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,365$511K<0.01%-10,38513F-HRTimelineGroup
Savant Capital, LLC8,910$508K<0.01%+4,45513F-HRTimeline
Sankala Group LLC7,912$498K0.33%-40213F-HRTimeline
BAILARD, INC.8,147$498K0.01%-8513F-HRTimeline
Parkwoods Wealth Partners, LLC8,140$497K0.08%new13F-HRTimeline
Rollins Financial Advisors, LLC8,079$494K0.07%013F-HRTimeline
Douglass Winthrop Advisors, LLC8,000$489K0.01%013F-HRTimeline
Chicago Partners Investment Group LLC8,071$488K0.01%-58313F-HRTimeline
DIVERSIFIED TRUST CO7,932$485K0.01%013F-HRTimeline
FIRST MANHATTAN CO. LLC.7,909$483K<0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.7,832$479K0.01%+44213F-HRTimeline
Trademark Financial Management, LLC7,785$476K0.19%013F-HRTimeline
Sovran Advisors, LLC7,690$468K0.03%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,547$461K<0.01%+4,99613F-HRTimelineGroup
North Berkeley Wealth Management, LLC7,498$458K0.19%-9913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.7,440$455K0.11%013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…7,369$450K0.11%+1613F-HRTimeline
CBIZ Investment Advisory Services, LLC8,490$450K0.02%013F-HRTimeline
BLVD Private Wealth, LLC7,356$449K0.33%-25913F-HRTimeline
Horst & Graben Wealth Management LLC7,271$444K0.06%-413F-HRTimeline
NorthRock Partners, LLC7,247$443K0.01%+2513F-HRTimeline
Financial Insights, Inc.7,168$438K0.12%013F-HRTimeline
Prospera Financial Services Inc6,861$419K0.01%+11413F-HRTimeline
FORONJY FINANCIAL LLC6,710$410K0.15%-19913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,259$382K<0.01%013F-HRTimelineGroup
MRA Advisory Group6,149$376K0.14%-7813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,057$370K<0.01%+15713F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,042$369K0.01%+15113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,929$362K<0.01%013F-HRTimelineGroup
Highview Capital Management LLC/DE/5,777$353K0.1%013F-HRTimeline
Evanson Financial, LLC5,648$345K0.02%13F-HRTimeline
Ironwood Financial, llc5,577$343K0.05%-28413F-HRTimeline
One Capital Management, LLC6,396$339K0.01%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,467$334K<0.01%013F-HRTimelineGroup
Merit Financial Group, LLC5,396$330K<0.01%new13F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,282$323K0.01%-6713F-HRTimelineGroup
Rossby Financial, LCC5,216$319K0.06%+50613F-HRTimeline
N.E.W. Advisory Services LLC5,207$318K0.02%-68313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,206$318K0.01%+2013F-HRTimeline
South Shore Capital Advisors4,968$304K0.2%+5013F-HRTimeline
Ballentine Partners, LLC4,895$299K<0.01%+16113F-HRTimeline
Tortoise Investment Management, LLC4,835$295K0.02%013F-HRTimeline
Storen Legacy Partners, LLC4,762$291K0.08%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,750$290K<0.01%-52013F-HRTimelineGroup
UMB Bank, n.a.4,680$286K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Waverly Advisors, LLC4,674$286K<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,641$284K<0.01%-12013F-HRTimelineGroup
Key Financial Inc4,540$277K0.05%013F-HRTimeline
Wilmington Savings Fund Society, FSB4,500$275K0.01%013F-HRTimeline
Alpha Omega Wealth Management LLC4,450$272K0.04%013F-HRTimeline
Seneca Financial Advisors LLC4,425$270K0.07%+1013F-HRTimeline
4Thought Financial Group Inc.4,402$269K0.13%-32513F-HRTimeline
Dakota Wealth Management4,336$265K0.01%013F-HRTimeline
Rockingstone Advisors LLC4,300$263K0.11%-42513F-HRTimeline
FSM Wealth Advisors, LLC4,271$261K0.03%+413F-HRTimeline
IHT Wealth Management, LLC4,252$260K0.01%-1,30213F-HRTimeline
SCOTIA CAPITAL INC.4,244$259K<0.01%-2913F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding4,191$256K-5Timeline
TIAAgroup of 2 filers holding4,190$256K0Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,178$255K<0.01%013F-HRTimelineGroup
Sigma Planning Corp4,021$246K0.01%-12513F-HRTimeline
Members Trust Co3,930$240K0.01%013F-HRTimeline
APPLETON PARTNERS INC/MA3,855$236K0.01%new13F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …3,828$234K0.03%013F-HRTimeline
Smithfield Trust Co3,742$228K0.01%-90513F-HRTimeline
Hoxton Planning & Management, LLC3,505$214K0.06%new13F-HRTimeline