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Disclosery

SPYX SPDR SERIES TRUST

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SHS (fund)

248 managers (249 13F filers) reported a position in SPYX shares at 2025-12-31, 22,052,005 shares in all. 19 filers opened a position and 10 filers sold out during the quarter.

Managers
248
13F filers
249
New
19
Added
86
Reduced
68
Sold out
10
Shares held by filers
22,052,005

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
ROTHSCHILD INVESTMENT LLC1,920$108K0.01%013F-HRTimeline
Robinswood Financial LLC1,819$102K0.03%-613F-HRTimeline
PROFFITT & GOODSON INC1,816$102K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,809$102K<0.01%013F-HR/ATimelineGroup
Kennebec Savings Bank1,803$101K0.09%-9613F-HRTimeline
Steward Partners Investment Advisory, L…1,755$98.6K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,645$92.4K0.01%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,586$89.1K<0.01%+1,32513F-HRTimelineGroup
Addison Advisors LLC1,510$84.8K0.02%-1,00513F-HRTimeline
TD Waterhouse Canada Inc.1,274$71.6K<0.01%+1113F-HRTimeline
PRIVATE TRUST CO NA1,236$69.5K0.01%+76513F-HRTimeline
Parallel Advisors, LLC1,200$67.4K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC1,177$66.1K0.01%+313F-HRTimeline
BLAIR WILLIAM & CO/IL1,128$63.4K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,104$62K<0.01%+2013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,077$61K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Investors Research Corp1,051$59.1K0.01%-7813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,021$57.4K0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC999$56.2K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.960$53.9K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.951$53.4K<0.01%013F-HRTimelineGroup
HAGER INVESTMENT MANAGEMENT SERVICES, L…812$45.6K0.02%+2213F-HRTimeline
Asset Dedication, LLC780$43.8K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd761$42.8K<0.01%+70513F-HRTimeline
Smartleaf Asset Management LLC690$39K<0.01%013F-HRTimeline
Larson Financial Group LLC681$38.3K<0.01%+113F-HRTimeline
FIRST FINANCIAL CORP /IN/565$31.7K0.01%new13F-HRTimeline
OPTIMA CAPITAL LLC555$31.2K0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC540$30.3K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.534$30K0.03%+213F-HRTimeline
Farther Finance Advisors, LLC493$27.7K<0.01%-13413F-HRTimeline
Crewe Advisors LLC387$21.8K<0.01%+113F-HRTimeline
CoreCap Advisors, LLC356$20K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC317$17.8K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.309$17.4K<0.01%013F-HRTimeline
Westside Investment Management, Inc.300$16.9K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV219$12.3K<0.01%013F-HRTimeline
Sound Income Strategies, LLC202$11.5K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV168$9K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.147$8.26K<0.01%new13F-HRTimeline
Orion Capital Management LLC143$8.04K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC102$5.73K<0.01%new13F-HRTimelineGroup
Grove Bank & Trust100$5.62K<0.01%013F-HRTimeline
Sachetta, LLC97$5.43K<0.01%-3313F-HRTimeline
North Star Investment Management Corp.34$1.93K<0.01%013F-HRTimeline
WPG Advisers, LLC29$1.63K<0.01%013F-HRTimeline
Dunhill Financial, LLC12$674<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.0$24<0.01%-5313F-HRTimelineAmount filed as zero, left out of ratios.