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Disclosery

SPYX SPDR SERIES TRUST

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SHS (fund)

222 managers (222 13F filers) reported a position in SPYX shares at 2024-12-31, 21,773,876 shares in all. 11 filers opened a position and 11 filers sold out during the quarter.

Managers
222
13F filers
222
New
11
Added
65
Reduced
76
Sold out
11
Shares held by filers
21,773,876

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Windmill Hill Asset Management Ltd5,245,740$253M82.66%+2,450,62013F-HR/ATimeline
Choate Investment Advisors2,604,298$125M3.01%-63,70113F-HRTimeline
Betterment LLC1,933,185$93.1M0.22%-34,40813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,443,142$69.5M0.01%-114,30713F-HRTimelineGroup
LAKE STREET ADVISORS GROUP, LLC874,136$42.1M1.94%+1,03913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/670,207$32.3M<0.01%+96,67413F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP600,051$28.9M0.8%-306,54313F-HRTimeline
LPL Financial LLC484,741$23.3M0.01%+1,45713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…481,273$23.2M0.02%+8,19513F-HRTimelineGroup
Rathbones Group PLC419,083$20.2M0.1%013F-HRTimeline
Gemmer Asset Management LLC388,075$18.7M1.84%+20,64613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY385,529$18.6M<0.01%+36,58713F-HR/ATimelineGroup
Sensible Financial Planning & Managemen…381,707$18.4M3.81%-4,29413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC335,269$16.1M0.07%013F-HRTimelineGroup
SPINNAKER TRUST297,636$14.3M0.9%-4,72813F-HRTimeline
Allianz SEin group Allianz SE273,508$13.2M0.34%-20,00013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…254,835$12.3M0.03%+44213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA218,694$10.5M<0.01%+34,92813F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC197,562$9.51M1.92%-1,64213F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/177,369$8.54M1.8%-1,31013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC176,844$8.52M<0.01%-12,49213F-HRTimelineGroup
Cambridge Investment Research Advisors,…138,277$6.66M0.02%+7,26413F-HRTimeline
Institute for Wealth Management, LLC.138,175$6.65M0.84%+7,52613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC137,418$6.62M0.01%+11,04313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO136,632$6.58M0.01%-6,05913F-HRTimelineGroup
Forefront Analytics, LLC124,227$5.98M2.78%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC115,369$5.56M0.43%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC114,832$5.53M0.01%-2,66513F-HRTimelineGroup
UBS Group AGin group UBS Group AG102,411$4.93M<0.01%-6,65513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC101,898$4.91M<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC94,098$4.53M0.01%+14,64613F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP88,900$4.28M0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.84,861$4.09M0.12%-2,68813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO77,329$3.72M0.07%+4,43013F-HRTimeline
Stonehearth Capital Management, LLC74,621$3.59M1.44%-4,91113F-HRTimeline
Fortis Capital Management LLC72,027$3.47M0.64%-38513F-HRTimeline
Milestone Investment Advisors LLC70,043$3.37M0.92%-45213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN67,601$3.25M<0.01%+2,95213F-HRTimelineGroup
JFG Wealth Management, LLC58,916$2.84M0.65%-95913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC57,921$2.79M<0.01%+2,81313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP56,314$2.71M<0.01%+1,61213F-HRTimelineGroup
PFG Advisors52,534$2.53M0.15%+3,50713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.51,046$2.46M<0.01%013F-HRTimelineGroup
Modera Wealth Management, LLC48,356$2.33M0.03%-81713F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD46,825$2.25M0.01%+50013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP42,942$2.07M<0.01%-1,54813F-HRTimelineGroup
HighTower Advisors, LLC41,074$1.98M<0.01%+1,39813F-HRTimeline
Boyd Wealth Management, LLC38,304$1.84M0.91%-4,05613F-HRTimeline
Oxler Private Wealth LLC38,163$1.84M0.6%+7313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,390$1.7M<0.01%new13F-HRTimelineGroup
Investment Research & Advisory Group, I…2,843$1.67M0.69%-16613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO34,601$1.67M<0.01%-25213F-HRTimelineGroup
OneDigital Investment Advisors LLC34,230$1.65M0.02%-2,23613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,009$1.64M<0.01%-22313F-HR/ATimelineGroup
MARINO, STRAM & ASSOCIATES LLC33,130$1.6M0.35%-6113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…31,200$1.5M0.03%-20013F-HRTimelineGroup
BAILARD, INC.29,416$1.42M0.04%+3,53313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC29,246$1.41M<0.01%13F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…28,098$1.35M0.01%+5013F-HRTimelineGroup
Wealthfront Advisers LLC27,939$1.35M<0.01%+4,32113F-HR/ATimeline
Clear Harbor Asset Management, LLC27,645$1.33M0.11%+42213F-HRTimeline
Hanson & Doremus Investment Management27,544$1.33M0.21%-2,13213F-HRTimeline
MML INVESTORS SERVICES, LLC27,379$1.32M<0.01%-8,77613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT26,699$1.29M0.02%-4,66313F-HRTimeline
FMR LLCin group FMR LLC26,607$1.28M<0.01%+13,73713F-HRTimelineGroup
Creative Planningin group Creative Planning26,528$1.28M<0.01%-3,37213F-HRTimelineGroup
PFG Investments, LLC26,021$1.25M0.08%-1,53313F-HRTimeline
Keystone Financial Group1,950$1.18M0.12%new13F-HRTimeline
CAPITAL CITY TRUST CO/FL24,301$1.17M0.29%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.23,956$1.15M0.03%013F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co23,600$1.14M0.04%-96513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.23,275$1.12M0.08%+713F-HRTimelineGroup
SENTINEL TRUST CO LBA22,779$1.1M0.13%-2,39313F-HRTimeline
Bridgewater Advisors Inc.22,254$1.06M0.11%013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV21,826$1.05M0.24%-34013F-HRTimeline
WESCAP Management Group, Inc.21,332$1.03M0.25%013F-HRTimeline
Affinity Capital Advisors, LLC20,063$970K0.18%-11613F-HRTimeline
Bell Investment Advisors, Inc19,904$958K0.18%-44113F-HRTimeline
Bragg Financial Advisors, Inc19,603$944K0.04%+27513F-HRTimeline
Operose Advisors LLC18,560$894K0.31%-1,37813F-HRTimeline
Cresset Asset Management, LLC18,481$890K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,508$843K<0.01%+58913F-HR/ATimeline
Focus Financial Network, Inc.16,885$813K0.03%+37913F-HRTimeline
EP Wealth Advisors, LLC16,723$805K0.01%-1,51113F-HRTimeline
Cetera Investment Advisers16,440$792K<0.01%+50313F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …16,275$784K0.12%013F-HRTimeline
Farrow Financial, Inc.16,100$779K0.51%013F-HRTimeline
West Coast Financial LLC16,151$778K0.09%+8,70413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,166$766K<0.01%+1313F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC15,652$754K0.02%-18813F-HRTimeline
Trevian Wealth Management LLC15,508$747K0.55%+2313F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…15,322$738K0.02%-18913F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK14,945$720K<0.01%+4,56513F-HRTimelineGroup
Enclave Advisors LLC14,723$709K0.12%-3,14213F-HRTimeline
MATRIX ASSET ADVISORS INC/NY14,054$677K0.07%+2,27013F-HRTimeline
IMA Advisory Services, Inc.13,238$637K0.08%new13F-HRTimeline
Western Wealth Management, LLC13,213$636K0.04%-30013F-HR/ATimeline
MONETA GROUP INVESTMENT ADVISORS LLC12,657$609K0.01%-1,50413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,446$599K<0.01%+5,37913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,360$595K<0.01%+6,09713F-HRTimelineGroup
CIBC WORLD MARKET INC.11,975$577K<0.01%+1,66013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,980$577K<0.01%+6,26913F-HRTimeline
CWM, LLCin group CWM, LLC11,923$574K<0.01%-3,30213F-HRTimelineGroup
TRUST CO OF VERMONT11,550$556K0.03%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,500$554K0.01%-44213F-HRTimeline
Wilmington Savings Fund Society, FSB11,250$542K0.01%013F-HRTimeline
Fiduciary Group, LLC11,151$537K0.05%013F-HRTimeline
Ally Invest Advisors Inc.10,890$524K0.05%-813F-HRTimeline
Values Added Financial LLC10,878$524K0.3%013F-HRTimeline
Accurate Wealth Management, LLC10,680$509K0.1%new13F-HRTimeline
BURNS J W & CO INC/NY9,925$478K0.06%+60013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co9,426$454K0.01%013F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC8,925$430K0.07%013F-HRTimeline
Golden State Wealth Management, LLC8,836$425K0.06%13F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC8,782$423K0.4%13F-HRTimeline
Chicago Partners Investment Group LLC8,654$419K0.01%013F-HRTimeline
Human Investing LLC8,700$419K0.07%013F-HRTimeline
Bleakley Financial Group, LLC8,580$413K0.01%+2,56913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…8,548$412K<0.01%-51413F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC8,426$406K0.02%+2313F-HRTimeline
Douglass Winthrop Advisors, LLC8,293$399K0.01%new13F-HRTimeline
Atria Wealth Solutions, Inc.8,276$398K<0.01%+313F-HRTimeline
Addison Advisors LLC8,245$397K0.11%-2,06513F-HRTimeline
First Pacific Financial8,068$388K0.09%-22513F-HRTimeline
Rollins Financial Advisors, LLC8,055$388K0.06%013F-HRTimeline
DIVERSIFIED TRUST CO7,932$382K0.01%013F-HRTimeline
DOHJ, LLC7,804$376K0.09%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,763$374K<0.01%+63013F-HRTimeline
Trademark Financial Management, LLC7,677$370K0.29%+39713F-HRTimeline
Rockingstone Advisors LLC7,675$370K0.16%-16513F-HRTimeline
Sovran Advisors, LLC7,690$368K0.05%13F-HRTimeline
Horst & Graben Wealth Management LLC7,566$364K0.06%-5513F-HRTimeline
Prospera Financial Services Inc7,414$357K0.01%+413F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…7,270$350K0.13%+2013F-HRTimeline
Sigma Planning Corp7,249$349K0.01%-9313F-HRTimeline
NorthRock Partners, LLC7,141$344K0.01%013F-HR/ATimeline
COMERICA BANK7,125$343K<0.01%-67413F-HR/ATimeline
Cornerstone Wealth Advisors, Inc.6,689$322K0.09%+2613F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA6,623$319K<0.01%-20513F-HRTimelineGroup
Pacific Center for Financial Services6,303$304K0.08%+813F-HRTimeline
Ironwood Financial, llc6,225$300K0.06%-3,12713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,925$285K0.01%-42013F-HRTimelineGroup
N.E.W. Advisory Services LLC5,878$283K0.03%-1,97313F-HRTimeline
Northern Financial Advisors Inc5,862$282K0.23%+1613F-HRTimeline
IHT Wealth Management, LLC5,764$278K0.01%-37413F-HRTimeline
Evanson Asset Management, LLC5,648$272K0.02%013F-HRTimeline
Highview Capital Management LLC/DE/5,629$271K0.1%-17313F-HR/ATimeline
North Berkeley Wealth Management, LLC5,557$268K0.27%13F-HRTimeline
William Mack & Associates, Inc.5,539$267K0.28%13F-HRTimeline
Private Advisor Group, LLC5,513$265K<0.01%+513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,459$263K<0.01%+59613F-HRTimelineGroup
WBH ADVISORY INC5,454$263K0.02%013F-HRTimeline
MRA Advisory Group5,449$262K0.14%013F-HRTimeline
Sandy Spring Bank5,419$261K0.01%-7413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,412$261K<0.01%013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,391$260K0.01%+4013F-HRTimelineGroup
4Thought Financial Group Inc.5,268$254K0.16%-37513F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC5,150$248K0.09%013F-HRTimeline
SCOTIA CAPITAL INC.5,127$247K<0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,080$245K0.01%+56513F-HRTimelineGroup
NewEdge Advisors, LLC4,983$240K<0.01%-59013F-HRTimeline
Tortoise Investment Management, LLC4,795$231K0.02%-80013F-HR/ATimeline
Ballentine Partners, LLC4,734$228K<0.01%013F-HRTimeline
UMB Bank, n.a.4,680$225K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smithfield Trust Co4,647$224K0.01%013F-HRTimeline
Dakota Wealth Management4,619$222K0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.4,610$222K0.13%-25013F-HRTimeline
Willow Creek Wealth Management Inc.4,573$220K0.02%-5013F-HRTimeline
Independent Advisor Alliance4,551$219K<0.01%new13F-HRTimeline
Alpha Omega Wealth Management LLC4,550$219K0.04%-20013F-HRTimeline
Key Financial Inc4,540$219K0.05%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,455$215K<0.01%013F-HRTimelineGroup
Wolf Group Capital Advisors5,888$213K0.1%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.3,615$179K0.01%+1,35913F-HRTimelineGroup
Tidemark, LLC3,538$170K0.07%-16913F-HRTimeline
Urban Financial Advisory Corp3,470$167K0.09%+913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,550$123K<0.01%013F-HRTimelineGroup
Washington Trust Advisors, Inc.2,544$122K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,507$121K<0.01%-1,47613F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC2,310$111K0.02%013F-HRTimeline
Avior Wealth Management, LLC2,296$111K<0.01%-5,11713F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,086$100K0.06%13F-HRTimeline
AE Wealth Management LLC1,921$92.5K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,920$92.4K0.01%013F-HRTimeline
Robinswood Financial LLC1,886$90.8K0.03%-7813F-HRTimeline
Kennebec Savings Bank1,875$89.5K0.09%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,809$87K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,755$84.5K<0.01%new13F-HRTimeline
Allworth Financial LP1,654$82.4K<0.01%+113F-HRTimeline
Parallel Advisors, LLC1,671$80.5K<0.01%013F-HRTimeline
Investors Research Corp1,557$75K0.02%013F-HRTimeline
TD Waterhouse Canada Inc.1,350$65K<0.01%-16213F-HRTimeline
Princeton Global Asset Management LLC1,225$59K0.01%+313F-HRTimeline
PROFFITT & GOODSON INC1,186$57.1K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,128$54.3K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,060$51K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,035$49.8K<0.01%+813F-HRTimeline
Glen Eagle Advisors, LLC900$43.3K0.01%-60013F-HRTimeline
Global Retirement Partners, LLC892$43K<0.01%013F-HRTimeline
Westside Investment Management, Inc.840$40.4K0.01%+30013F-HRTimeline