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Disclosery

SPYX SPDR SERIES TRUST

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SHS (fund)

217 managers (217 13F filers) reported a position in SPYX shares at 2025-03-31, 21,701,591 shares in all. 9 filers opened a position and 13 filers sold out during the quarter.

Managers
217
13F filers
217
New
9
Added
75
Reduced
75
Sold out
13
Shares held by filers
21,701,591

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Windmill Hill Asset Management Ltd5,932,425$271M83.99%+686,68513F-HRTimeline
Choate Investment Advisors2,551,059$117M2.9%-53,23913F-HRTimeline
Betterment LLC1,934,050$88.5M0.21%+86513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,422,397$65.1M0.01%-20,74513F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP839,585$38.4M0.65%+239,53413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/793,417$36.3M<0.01%+123,21013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…479,684$21.9M0.01%-1,58913F-HRTimelineGroup
LPL Financial LLC472,673$21.6M0.01%-12,06813F-HRTimeline
Rathbones Group PLC419,083$19.2M0.09%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY403,761$18.5M<0.01%+18,23213F-HRTimelineGroup
Gemmer Asset Management LLC400,407$18.3M1.83%+12,33213F-HRTimeline
Sensible Financial Planning & Managemen…386,855$17.7M3.53%+5,14813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC336,191$15.4M0.07%+92213F-HRTimelineGroup
SPINNAKER TRUST301,245$13.8M0.9%+3,60913F-HRTimeline
Allianz SEin group Allianz SE273,508$12.5M0.33%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…254,853$11.7M0.03%+1813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA210,298$9.62M<0.01%-8,39613F-HR/ATimelineGroup
Forefront Analytics, LLC203,859$9.33M10.73%+79,63213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC191,130$8.74M1.83%-6,43213F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/177,104$8.1M1.67%-26513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC171,528$7.88M<0.01%-5,31613F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO134,891$6.17M0.01%-1,74113F-HR/ATimelineGroup
Institute for Wealth Management, LLC.134,556$6.16M0.79%-3,61913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC132,421$6.06M0.01%-4,99713F-HRTimeline
Cambridge Investment Research Advisors,…128,004$5.86M0.02%-10,27313F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC115,199$5.27M0.42%-17013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC112,747$5.16M0.01%-2,08513F-HRTimelineGroup
UBS Group AGin group UBS Group AG100,568$4.6M<0.01%-1,84313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC91,403$4.18M0.01%-2,69513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.90,529$4.14M0.12%+5,66813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN73,028$3.34M<0.01%+5,42713F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO72,819$3.33M0.06%-4,51013F-HRTimeline
Stonehearth Capital Management, LLC69,634$3.19M1.32%-4,98713F-HRTimeline
Milestone Investment Advisors LLC68,365$3.13M0.87%-1,67813F-HRTimeline
JFG Wealth Management, LLC58,237$2.66M0.61%-67913F-HRTimeline
Fortis Capital Management LLC57,346$2.62M0.51%-14,68113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP55,833$2.55M<0.01%-48113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.50,056$2.29M<0.01%-99013F-HRTimelineGroup
PFG Advisors49,033$2.24M0.13%-3,50113F-HRTimeline
Modera Wealth Management, LLC48,356$2.21M0.03%013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD46,825$2.14M0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC40,676$1.86M<0.01%-17,24513F-HRTimelineGroup
HighTower Advisors, LLC39,891$1.83M<0.01%-1,18313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.39,304$1.8M<0.01%+5,29513F-HRTimelineGroup
Oxler Private Wealth LLC36,909$1.69M0.59%-1,25413F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC36,098$1.65M0.37%+2,96813F-HRTimeline
Investment Research & Advisory Group, I…2,845$1.59M0.66%+213F-HRTimeline
OneDigital Investment Advisors LLC33,072$1.51M0.02%-1,15813F-HRTimeline
BAILARD, INC.32,360$1.48M0.04%+2,94413F-HRTimeline
IMC-Chicago, LLC32,248$1.48M0.06%new13F-HRTimeline
Boyd Wealth Management, LLC31,224$1.43M0.71%-7,08013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…31,200$1.43M0.03%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC30,696$1.4M<0.01%+1,45013F-HRTimelineGroup
Bridgewater Advisors Inc.29,954$1.36M0.12%+7,70013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC29,160$1.33M<0.01%-72,73813F-HR/ATimelineGroup
FMR LLCin group FMR LLC28,103$1.29M<0.01%+1,49613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…27,791$1.27M0.01%-30713F-HRTimelineGroup
Clear Harbor Asset Management, LLC27,645$1.26M0.1%013F-HRTimeline
MML INVESTORS SERVICES, LLC27,288$1.25M<0.01%-9113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT26,677$1.22M0.02%-2213F-HRTimeline
Hanson & Doremus Investment Management26,511$1.21M0.18%-1,03313F-HRTimeline
PFG Investments, LLC26,200$1.2M0.08%+17913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,065$1.19M<0.01%-16,87713F-HRTimelineGroup
Creative Planningin group Creative Planning25,239$1.15M<0.01%-1,28913F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.24,546$1.12M0.08%+1,27113F-HRTimelineGroup
Wealthfront Advisers LLC24,306$1.11M<0.01%-3,63313F-HRTimeline
CAPITAL CITY TRUST CO/FL24,301$1.11M0.3%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.23,956$1.1M0.03%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,689$1.08M<0.01%-10,91213F-HRTimelineGroup
eCIO, Inc.23,296$1.07M0.36%13F-HRTimeline
Alesco Advisors, LLC, An ESL Co23,050$1.05M0.03%-55013F-HRTimeline
SENTINEL TRUST CO LBA22,380$1.02M0.12%-39913F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV22,206$1.02M0.22%+38013F-HRTimeline
Bell Investment Advisors, Inc21,014$961K0.18%+1,11013F-HRTimeline
Atria Wealth Solutions, Inc.20,549$940K0.01%+12,27313F-HRTimeline
WESCAP Management Group, Inc.20,336$930K0.23%-99613F-HRTimeline
Bragg Financial Advisors, Inc20,229$925K0.04%+62613F-HRTimeline
Affinity Capital Advisors, LLC20,034$879K0.17%-2913F-HRTimeline
Cresset Asset Management, LLC18,481$846K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,317$838K<0.01%+80913F-HRTimeline
Cetera Investment Advisers17,544$803K<0.01%+1,10413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,942$780K<0.01%+77613F-HRTimelineGroup
Focus Financial Network, Inc.16,881$772K0.03%-413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK16,735$766K<0.01%+1,79013F-HRTimelineGroup
EP Wealth Advisors, LLC16,731$765K0.01%+813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP16,408$747K<0.01%+3,96213F-HR/ATimelineGroup
West Coast Financial LLC16,151$739K0.08%013F-HRTimeline
Farrow Financial, Inc.16,100$737K0.5%013F-HRTimeline
Operose Advisors LLC15,880$727K0.24%-2,68013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC15,603$714K0.02%-4913F-HRTimeline
Trevian Wealth Management LLC15,589$713K0.51%+8113F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…15,124$692K0.02%-19813F-HRTimelineGroup
Bleakley Financial Group, LLC14,387$658K0.02%+5,80713F-HRTimeline
Western Wealth Management, LLC14,150$647K0.04%+93713F-HRTimeline
Values Added Financial LLC13,377$612K0.34%+2,49913F-HRTimeline
Ally Invest Advisors Inc.13,366$611K0.05%+2,47613F-HRTimeline
MATRIX ASSET ADVISORS INC/NY13,348$611K0.07%-70613F-HRTimeline
IMA Advisory Services, Inc.13,273$607K0.07%+3513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,064$598K0.02%+1,56413F-HRTimeline
Enclave Advisors LLC13,001$595K0.1%-1,72213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC12,664$579K0.01%+713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.12,226$559K<0.01%+24613F-HRTimeline
CIBC WORLD MARKET INC.12,003$549K<0.01%+2813F-HRTimeline
CWM, LLCin group CWM, LLC11,962$547K<0.01%+3913F-HRTimelineGroup
Wilmington Savings Fund Society, FSB11,250$515K0.01%013F-HRTimeline
TRUST CO OF VERMONT11,120$509K0.03%-43013F-HRTimeline
BURNS J W & CO INC/NY10,100$462K0.06%+17513F-HRTimeline
Human Investing LLC9,789$448K0.08%+1,08913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co9,686$443K0.01%+26013F-HRTimelineGroup
Fiduciary Group, LLC9,385$429K0.04%-1,76613F-HRTimeline
Horst & Graben Wealth Management LLC9,039$414K0.07%+1,47313F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC8,925$408K0.07%013F-HRTimeline
Chicago Partners Investment Group LLC8,654$399K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC8,448$387K0.02%+2213F-HR/ATimeline
William Mack & Associates, Inc.8,327$381K0.33%+2,78813F-HRTimeline
Addison Advisors LLC8,245$377K0.1%013F-HRTimeline
Cornerstone Wealth Advisors, Inc.8,084$370K0.1%+1,39513F-HRTimeline
Rollins Financial Advisors, LLC8,079$370K0.06%+2413F-HR/ATimeline
Douglass Winthrop Advisors, LLC8,000$366K0.01%-29313F-HRTimeline
Golden State Wealth Management, LLC7,960$364K0.05%-87613F-HR/ATimeline
DIVERSIFIED TRUST CO7,932$363K0.01%013F-HRTimeline
DOHJ, LLC7,804$357K0.08%013F-HRTimeline
Trademark Financial Management, LLC7,785$356K0.27%+10813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,507$343K<0.01%new13F-HRTimelineGroup
First Pacific Financial7,436$340K0.07%-63213F-HRTimeline
Prospera Financial Services Inc7,420$340K0.01%+613F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…7,289$333K0.12%+1913F-HRTimeline
Sovran Advisors, LLC7,690$332K0.04%013F-HRTimeline
NorthRock Partners, LLC7,154$327K0.01%+1313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,133$326K<0.01%-63013F-HRTimeline
Sigma Planning Corp7,083$324K0.01%-16613F-HRTimeline
COMERICA BANK6,851$313K<0.01%-27413F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …6,531$299K0.05%-9,74413F-HRTimeline
Pacific Center for Financial Services6,312$289K0.08%+913F-HRTimeline
Ironwood Financial, llc6,293$288K0.06%+6813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA6,186$283K<0.01%-43713F-HRTimelineGroup
IHT Wealth Management, LLC6,036$277K0.01%+27213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,940$272K<0.01%-6,42013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,926$271K0.01%+113F-HRTimelineGroup
N.E.W. Advisory Services LLC5,878$269K0.02%013F-HRTimeline
Northern Financial Advisors Inc5,877$269K0.22%+1513F-HRTimeline
Evanson Asset Management, LLC5,648$258K0.02%013F-HRTimeline
Highview Capital Management LLC/DE/5,629$258K0.11%013F-HRTimeline
North Berkeley Wealth Management, LLC5,557$254K0.26%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,542$254K0.01%+15113F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC5,467$250K<0.01%+5513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,459$250K<0.01%013F-HRTimelineGroup
WBH ADVISORY INC5,454$250K0.02%013F-HRTimeline
Ballentine Partners, LLC5,450$249K<0.01%+71613F-HRTimeline
MRA Advisory Group5,449$249K0.13%013F-HRTimeline
Sandy Spring Bank5,419$248K0.01%013F-HRTimeline
Tortoise Investment Management, LLC4,795$219K0.02%013F-HR/ATimeline
NewEdge Advisors, LLC4,758$218K<0.01%-22513F-HRTimeline
4Thought Financial Group Inc.4,692$215K0.13%-57613F-HRTimeline
UMB Bank, n.a.4,680$214K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,644$212K<0.01%-43613F-HRTimelineGroup
Smithfield Trust Co4,647$212K0.01%013F-HRTimeline
Dakota Wealth Management4,619$211K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.4,610$211K0.12%013F-HRTimeline
Alpha Omega Wealth Management LLC4,550$208K0.04%013F-HRTimeline
Key Financial Inc4,540$208K0.05%013F-HRTimeline
Rockingstone Advisors LLC4,510$206K0.09%-3,16513F-HRTimeline
Willow Creek Wealth Management Inc.4,458$204K0.02%-11513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,455$204K<0.01%013F-HR/ATimelineGroup
SCOTIA CAPITAL INC.4,447$203K<0.01%-68013F-HRTimeline
Tidemark, LLC3,532$162K0.06%-613F-HRTimeline
Urban Financial Advisory Corp3,479$159K0.09%+913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.3,432$157K0.01%-18313F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC3,000$137K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,879$132K<0.01%+37213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC2,550$117K<0.01%013F-HRTimelineGroup
Washington Trust Advisors, Inc.2,544$116K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,310$106K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,086$95.4K0.04%013F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC1,920$87.8K0.01%013F-HRTimeline
AE Wealth Management LLC1,920$87.8K<0.01%-113F-HRTimeline
Robinswood Financial LLC1,873$85.7K0.03%-1313F-HRTimeline
Kennebec Savings Bank1,823$83.4K0.09%-5213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,809$83K<0.01%013F-HRTimelineGroup
PROFFITT & GOODSON INC1,766$80.8K0.01%+58013F-HRTimeline
Steward Partners Investment Advisory, L…1,755$80.3K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,671$76.4K<0.01%013F-HRTimeline
Allworth Financial LP1,655$74.3K<0.01%+113F-HRTimeline
Investors Research Corp1,557$71.2K0.02%013F-HRTimeline
TD Waterhouse Canada Inc.1,254$57.3K<0.01%-9613F-HRTimeline
Princeton Global Asset Management LLC1,168$53.5K0.01%-5713F-HRTimeline
BLAIR WILLIAM & CO/IL1,128$51.6K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,060$48.5K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,011$46.3K<0.01%-2413F-HRTimeline
LANARK FINANCIAL, INC.960$43K<0.01%new13F-HRTimeline
PrairieView Partners, LLC798$36K<0.01%013F-HRTimeline
Asset Dedication, LLC780$35.7K<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…757$34.6K0.02%+1313F-HRTimeline
Smartleaf Asset Management LLC713$32.5K<0.01%-1713F-HRTimeline
GPS Wealth Strategies Group, LLC695$31.8K<0.01%+213F-HRTimeline
Larson Financial Group LLC677$31K<0.01%+213F-HRTimeline
Painted Porch Advisors LLC569$26K0.01%+8213F-HRTimeline
Northwest Capital Management Inc568$26K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC540$24.7K0.01%013F-HRTimeline
PRIVATE TRUST CO NA471$21.5K<0.01%013F-HRTimeline