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Disclosery

SPYX SPDR SERIES TRUST

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SHS (fund)

249 managers (252 13F filers) reported a position in SPYX shares at 2026-03-31, 19,514,056 shares in all. 18 filers opened a position and 15 filers sold out during the quarter.

Managers
249
13F filers
252
New
18
Added
82
Reduced
68
Sold out
15
Shares held by filers
19,514,056

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
Princeton Global Asset Management LLC1,982$105K0.02%+80513F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,032$103K0.04%-18813F-HRTimeline
GW&K Investment Management, LLC1,940$103K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,920$102K0.01%013F-HRTimeline
Robinswood Financial LLC1,819$96.5K0.03%013F-HR/ATimeline
PROFFITT & GOODSON INC1,816$96.3K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,809$96K<0.01%013F-HRTimelineGroup
Kennebec Savings Bank1,794$95.1K0.09%-913F-HRTimeline
Steward Partners Investment Advisory, L…1,755$93.1K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,645$87.2K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,382$73.3K0.01%+36113F-HRTimeline
TD Waterhouse Canada Inc.1,280$68.1K<0.01%+613F-HRTimeline
PRIVATE TRUST CO NA1,236$65.5K0.01%013F-HRTimeline
Parallel Advisors, LLC1,200$63.6K<0.01%013F-HR/ATimeline
AdvisorNet Financial, Inc1,160$61.5K<0.01%+5613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,077$57K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,054$55.9K<0.01%+10313F-HRTimelineGroup
Investors Research Corp1,051$55.7K0.01%013F-HRTimeline
Napier Financial, LLC1,000$53K0.01%new13F-HRTimeline
Advisory Services Network, LLC984$52.2K<0.01%new13F-HRTimeline
FIRST FINANCIAL CORP /IN/887$47K0.02%+32213F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…834$44.2K0.02%+2213F-HRTimeline
Asset Dedication, LLC780$41.4K<0.01%013F-HRTimeline
Larson Financial Group LLC683$36.2K<0.01%+213F-HRTimeline
Smartleaf Asset Management LLC690$35.5K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC540$28.6K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.535$28.4K0.02%+113F-HRTimeline
Farther Finance Advisors, LLC493$26.4K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/453$24K<0.01%-1,13313F-HRTimelineGroup
Crewe Advisors LLC388$20.6K<0.01%+113F-HRTimeline
CoreCap Advisors, LLC356$18.9K<0.01%013F-HRTimeline
TFC Financial Management, Inc.310$16.4K<0.01%+113F-HRTimeline
LANARK FINANCIAL, INC.300$15.9K<0.01%-66013F-HRTimeline
Westside Investment Management, Inc.300$15.9K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC224$11.9K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV219$11.6K<0.01%013F-HRTimeline
Sound Income Strategies, LLC202$10.8K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd161$8.54K<0.01%-60013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC151$8.01K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.147$7.79K<0.01%013F-HRTimeline
Orion Capital Management LLC143$7.58K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC101$5.36K<0.01%-113F-HRTimelineGroup
Grove Bank & Trust100$5.3K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC81$4.3K<0.01%new13F-HRTimeline
WealthShield Partners, LLC57$3.02K<0.01%new13F-HRTimeline
North Star Investment Management Corp.35$1.83K<0.01%+113F-HRTimeline
WPG Advisers, LLC17$902<0.01%-1213F-HRTimeline
Dunhill Financial, LLC12$636<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.0$23<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.