Skip to content
Disclosery

SPYX SPDR SERIES TRUST

Follow

SHS (fund)

267 managers (271 13F filers) reported a position in SPYX shares at 2026-06-30, 21,194,748 shares in all. 24 filers opened a position and 9 filers sold out during the quarter.

Managers
267
13F filers
271
New
24
Added
88
Reduced
78
Sold out
9
Shares held by filers
21,194,748

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
Northern Financial Advisors Inc3,502$214K0.14%new13F-HRTimeline
Institute for Wealth Management, LLC.3,460$211K0.02%-1,07013F-HRTimeline
Bath Savings Trust Co3,425$209K0.02%new13F-HRTimeline
EASTERN BANK3,411$208K<0.01%013F-HRTimeline
TOP Private Wealth LLC.3,380$207K0.2%13F-HRTimeline
Hobbs Group Advisors, LLC3,340$204K0.05%new13F-HRTimeline
Pacific Center for Financial Services3,330$203K0.05%+313F-HRTimeline
Sanctuary Advisors, LLC3,322$203K<0.01%new13F-HRTimeline
Atomic Invest LLC3,297$200K0.02%-3713F-HRTimeline
First Bancorp, Inc /ME/3,130$191K0.08%new13F-HRTimeline
AlphaCore Capital LLC3,064$187K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC2,848$174K0.02%+86613F-HRTimeline
Tidemark, LLC2,710$166K0.04%+113F-HRTimeline
First Pacific Financial2,671$163K0.02%-38213F-HRTimeline
Washington Trust Advisors, Inc.2,544$155K0.01%013F-HRTimeline
Monetary Solutions, Ltd2,533$155K0.13%-29213F-HRTimeline
BLAIR WILLIAM & CO/IL2,470$151K<0.01%+6213F-HRTimeline
Allworth Financial LP2,262$138K<0.01%-39013F-HRTimeline
Robinswood Financial LLC2,158$132K0.04%+33913F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,073$127K0.03%+4113F-HRTimeline
GW&K Investment Management, LLC1,940$119K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,809$111K<0.01%013F-HRTimelineGroup
PROFFITT & GOODSON INC1,816$111K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,800$110K<0.01%-12013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…1,800$110K0.05%new13F-HRTimeline
Kennebec Savings Bank1,794$110K0.09%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,792$109K0.03%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,770$108K<0.01%+1513F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,645$101K0.01%013F-HR/ATimeline
EVERMAY WEALTH MANAGEMENT LLC1,382$84.4K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,236$75.5K0.01%013F-HRTimeline
Parallel Advisors, LLC1,200$73.3K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,176$71.9K<0.01%+1613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,077$66K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Investors Research Corp1,051$64.2K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,002$61.2K<0.01%-5213F-HRTimelineGroup
Napier Financial, LLC1,000$61.1K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.971$59.5K<0.01%-30913F-HRTimeline
AE Wealth Management LLC913$55.8K<0.01%-1,09913F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…854$52.2K0.02%+2013F-HRTimeline
FIRST FINANCIAL CORP /IN/843$51.5K0.02%-4413F-HRTimeline
Asset Dedication, LLC780$47.7K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC690$41.9K<0.01%013F-HRTimeline
Larson Financial Group LLC685$41.8K<0.01%+213F-HRTimeline
Cranbrook Wealth Management, LLC540$33K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.536$32.8K0.02%+113F-HRTimeline
Farther Finance Advisors, LLC493$30.1K<0.01%013F-HRTimeline
Brooklyn FI, LLC434$26.6K<0.01%new13F-HRTimeline
Crewe Advisors LLC389$23.8K<0.01%+113F-HRTimeline
CoreCap Advisors, LLC356$21.8K<0.01%013F-HRTimeline
TFC Financial Management, Inc.311$19K<0.01%+113F-HRTimeline
LANARK FINANCIAL, INC.300$18.3K<0.01%013F-HRTimeline
Westside Investment Management, Inc.300$18.3K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/269$16.4K<0.01%-18413F-HRTimelineGroup
Continuum Advisory, LLC259$15.8K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV219$13.4K<0.01%013F-HRTimeline
Kroeger Financial Partners189$11.5K0.01%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.147$8.98K<0.01%013F-HRTimeline
Orion Capital Management LLC143$8.74K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC101$6.17K<0.01%013F-HRTimelineGroup
Grove Bank & Trust100$6.11K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC81$4.95K<0.01%013F-HRTimeline
North Star Investment Management Corp.35$2.11K<0.01%013F-HRTimeline
WPG Advisers, LLC17$1.04K<0.01%013F-HRTimeline
Dunhill Financial, LLC12$733<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6$367<0.01%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.0$27<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.