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Disclosery

SPYX SPDR SERIES TRUST

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SHS (fund)

237 managers (238 13F filers) reported a position in SPYX shares at 2025-06-30, 20,881,315 shares in all. 29 filers opened a position and 12 filers sold out during the quarter.

Managers
237
13F filers
238
New
29
Added
73
Reduced
72
Sold out
12
Shares held by filers
20,881,315

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Windmill Hill Asset Management Ltd5,932,425$302M83.22%013F-HRTimeline
Choate Investment Advisors2,516,995$128M2.78%-34,06413F-HRTimeline
Betterment LLC1,934,222$98.5M0.21%+17213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,426,657$72.7M0.01%+4,26013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/846,160$43.1M<0.01%+52,74313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…503,283$25.6M0.02%+23,59913F-HRTimelineGroup
LPL Financial LLC464,003$23.6M0.01%-8,67013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY413,854$21.1M<0.01%+10,09313F-HRTimelineGroup
Gemmer Asset Management LLC407,142$20.7M1.84%+6,73513F-HRTimeline
Sensible Financial Planning & Managemen…385,557$19.6M3.73%-1,29813F-HRTimeline
Rathbones Group PLC336,612$17.1M0.07%-82,47113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC333,841$17M0.07%-2,35013F-HRTimelineGroup
SPINNAKER TRUST298,944$15.2M0.92%-2,30113F-HRTimeline
Allianz SEin group Allianz SE273,508$13.9M0.33%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA218,923$11.2M<0.01%+8,62513F-HR/ATimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP192,077$9.78M0.39%-647,50813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC185,338$9.44M<0.01%+13,81013F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC178,080$9.07M1.66%-13,05013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/173,579$8.84M1.73%-3,52513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…158,132$8.05M0.02%-96,72113F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC147,038$7.49M0.01%+34,29113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC143,825$7.33M0.01%+11,40413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO138,231$7.04M0.01%+3,34013F-HRTimelineGroup
Institute for Wealth Management, LLC.131,654$6.71M0.75%-2,90213F-HRTimeline
Cambridge Investment Research Advisors,…125,644$6.4M0.02%-2,36013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC114,546$5.83M0.41%-65313F-HRTimeline
UBS Group AGin group UBS Group AG98,152$5M<0.01%-2,41613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.91,072$4.64M0.12%+54313F-HRTimeline
Mariner, LLCin group Mariner, LLC89,228$4.54M0.01%-2,17513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN85,546$4.36M<0.01%+12,51813F-HRTimelineGroup
CRUX WEALTH ADVISORS85,108$4.33M1.85%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO74,757$3.81M0.07%+1,93813F-HRTimeline
Stonehearth Capital Management, LLC72,472$3.69M1.53%+2,83813F-HRTimeline
Milestone Investment Advisors LLC64,048$3.26M0.85%-4,31713F-HRTimeline
Modera Wealth Management, LLC48,732$2.48M0.03%+37613F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD47,625$2.43M0.01%+80013F-HRTimelineGroup
PFG Advisors47,075$2.4M0.11%-1,95813F-HRTimeline
Creative Planningin group Creative Planning45,144$2.3M<0.01%+19,90513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.44,208$2.25M<0.01%-5,84813F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC42,335$2.16M0.44%+6,23713F-HRTimeline
HighTower Advisors, LLC39,267$2M<0.01%-62413F-HRTimeline
Boyd Wealth Management, LLC37,365$1.9M0.82%+6,14113F-HRTimeline
Oxler Private Wealth LLC36,981$1.88M0.59%+7213F-HRTimeline
MASECO LLP36,672$1.86M0.07%13F-HRTimeline
Investment Research & Advisory Group, I…2,920$1.8M0.67%+7513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,878$1.67M<0.01%+2,18213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC32,578$1.66M<0.01%-8,09813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP25,833$1.66M<0.01%+10,89113F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,513$1.66M<0.01%-6,79113F-HR/ATimelineGroup
Fortis Capital Management LLC31,893$1.62M0.25%-25,45313F-HRTimeline
OneDigital Investment Advisors LLC31,422$1.6M0.02%-1,65013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…31,200$1.59M0.03%013F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC30,469$1.55M0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC29,753$1.52M<0.01%+59313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…27,839$1.42M0.01%+4813F-HRTimelineGroup
Clear Harbor Asset Management, LLC27,645$1.41M0.11%013F-HRTimeline
MML INVESTORS SERVICES, LLC27,103$1.38M<0.01%-18513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO26,971$1.37M<0.01%+3,28213F-HRTimelineGroup
Arax Advisory Partners26,762$1.36M0.06%new13F-HRTimeline
Hanson & Doremus Investment Management26,511$1.35M0.18%013F-HRTimeline
Wealthfront Advisers LLC25,712$1.31M<0.01%+1,40613F-HRTimeline
PFG Investments, LLC25,603$1.3M0.08%-59713F-HRTimeline
WESCAP Management Group, Inc.24,803$1.26M0.29%+4,46713F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.24,553$1.25M0.08%+713F-HRTimelineGroup
CAPITAL CITY TRUST CO/FL24,183$1.23M0.32%-11813F-HRTimeline
IMC-Chicago, LLC23,830$1.21M0.03%-8,41813F-HRTimeline
SENTINEL TRUST CO LBA23,805$1.21M0.13%+1,42513F-HRTimeline
eCIO, Inc.23,356$1.19M0.5%+6013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.23,289$1.19M0.03%-66713F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co23,180$1.18M0.03%+13013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV22,986$1.17M0.24%+78013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,565$1.15M<0.01%+15,05813F-HRTimelineGroup
Bell Investment Advisors, Inc20,617$1.05M0.18%-39713F-HRTimeline
FMR LLCin group FMR LLC20,342$1.04M<0.01%-7,76113F-HRTimelineGroup
Bragg Financial Advisors, Inc19,931$1.02M0.04%-29813F-HRTimeline
Affinity Capital Advisors, LLC19,830$1.01M0.17%-20413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,965$1.01M<0.01%+3,55713F-HRTimelineGroup
Bridgewater Advisors Inc.19,231$1M0.08%-10,72313F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT19,115$974K0.02%-7,56213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,625$949K<0.01%-7,44013F-HRTimelineGroup
Cresset Asset Management, LLC18,481$941K<0.01%013F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,595$905K<0.01%-72213F-HRTimeline
EP Wealth Advisors, LLC17,736$903K0.01%+1,00513F-HRTimeline
Farrow Financial, Inc.16,100$820K0.5%013F-HRTimeline
BAILARD, INC.15,616$795K0.02%-16,74413F-HRTimeline
Trevian Wealth Management LLC15,589$794K0.48%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding15,490$789K+366Timeline
COMMERCE BANKin group COMMERCE BANK15,330$781K<0.01%-1,40513F-HRTimelineGroup
Cetera Investment Advisers15,087$768K<0.01%-2,45713F-HRTimeline
SEEDS INVESTOR LLC14,541$741K0.17%new13F-HRTimeline
Western Wealth Management, LLC14,498$738K0.04%+34813F-HRTimeline
Focus Financial Network, Inc.14,343$730K0.03%-2,53813F-HRTimeline
Bleakley Financial Group, LLC14,342$730K0.02%-4513F-HRTimeline
JFG Wealth Management, LLC14,234$725K0.15%-44,00313F-HRTimeline
Operose Advisors LLC13,536$689K0.19%-2,34413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,513$688K0.02%+44913F-HRTimeline
MATRIX ASSET ADVISORS INC/NY13,348$680K0.07%013F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,340$679K<0.01%+7,40013F-HRTimelineGroup
IMA Advisory Services, Inc.13,307$678K0.07%+3413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,875$656K<0.01%-42,95813F-HRTimelineGroup
Enclave Advisors LLC12,705$647K0.1%-29613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC12,649$644K0.01%-1513F-HRTimeline
CWM, LLCin group CWM, LLC11,920$607K<0.01%-4213F-HRTimelineGroup
Avior Wealth Management, LLC11,579$590K0.02%new13F-HRTimeline
CIBC WORLD MARKET INC.11,543$588K<0.01%-46013F-HRTimeline
Values Added Financial LLC11,537$588K0.28%-1,84013F-HRTimeline
Ally Invest Advisors Inc.11,397$580K0.05%-1,96913F-HRTimeline
TRUST CO OF VERMONT11,371$579K0.03%+25113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,024$561K<0.01%new13F-HRTimelineGroup
BLVD Private Wealth, LLC10,822$551K0.52%13F-HRTimeline
BURNS J W & CO INC/NY10,500$535K0.06%+40013F-HRTimeline
Human Investing LLC10,329$526K0.08%+54013F-HRTimeline
Fiduciary Group, LLC9,972$508K0.05%+58713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,392$478K<0.01%new13F-HRTimelineGroup
William Mack & Associates, Inc.9,309$474K0.3%+98213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,171$467K<0.01%new13F-HR/ATimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC8,925$455K0.08%013F-HRTimeline
Chicago Partners Investment Group LLC8,654$451K0.01%013F-HRTimeline
Horst & Graben Wealth Management LLC8,747$446K0.07%-29213F-HRTimeline
CBIZ Investment Advisory Services, LLC8,470$431K0.02%+2213F-HRTimeline
Sigma Planning Corp8,396$428K0.01%+1,31313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,295$422K<0.01%new13F-HRTimelineGroup
Cornerstone Wealth Advisors, Inc.8,204$418K0.11%+12013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,090$412K0.01%new13F-HRTimelineGroup
Rollins Financial Advisors, LLC8,079$411K0.07%013F-HRTimeline
Douglass Winthrop Advisors, LLC8,000$407K0.01%013F-HRTimeline
DIVERSIFIED TRUST CO7,932$404K0.01%013F-HRTimeline
Trademark Financial Management, LLC7,785$396K0.24%013F-HRTimeline
Golden State Wealth Management, LLC7,779$396K0.05%-18113F-HRTimeline
Sovran Advisors, LLC7,690$392K0.04%013F-HRTimeline
First Pacific Financial7,448$379K0.06%+1213F-HRTimeline
Prospera Financial Services Inc7,420$378K0.01%013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…7,308$372K0.12%+1913F-HRTimeline
Financial Insights, Inc.7,266$370K0.14%new13F-HRTimeline
MRA Advisory Group7,227$368K0.17%+1,77813F-HRTimeline
NorthRock Partners, LLC7,154$364K0.01%013F-HR/ATimeline
North Berkeley Wealth Management, LLC7,098$362K0.33%+1,54113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,020$358K<0.01%-11313F-HRTimeline
DOHJ, LLC7,804$344K0.1%013F-HRTimeline
COMERICA BANK6,619$337K<0.01%-23213F-HRTimeline
Pacific Center for Financial Services6,320$322K0.09%+813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA6,186$315K<0.01%013F-HRTimelineGroup
Addison Advisors LLC6,135$312K0.08%-2,11013F-HRTimeline
N.E.W. Advisory Services LLC5,894$300K0.03%+1613F-HRTimeline
Northern Financial Advisors Inc5,892$300K0.23%+1513F-HRTimeline
Highview Capital Management LLC/DE/5,777$294K0.11%+14813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,770$294K<0.01%-3,91613F-HRTimelineGroup
Ironwood Financial, llc6,293$288K0.06%013F-HRTimeline
Evanson Asset Management, LLC5,648$288K0.02%013F-HRTimeline
IHT Wealth Management, LLC5,558$283K0.01%-47813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,467$278K<0.01%013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,465$278K0.01%-46113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,459$278K<0.01%013F-HRTimelineGroup
WBH ADVISORY INC5,454$278K0.02%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,419$276K0.01%new13F-HRTimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …5,331$272K0.05%-1,20013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,331$272K0.01%-21113F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC5,298$270K0.01%-10,30513F-HRTimeline
FORONJY FINANCIAL LLC5,158$263K0.12%13F-HRTimeline
4Thought Financial Group Inc.4,942$252K0.13%+25013F-HRTimeline
Tortoise Investment Management, LLC4,835$246K0.02%+4013F-HRTimeline
Ballentine Partners, LLC4,734$241K<0.01%-71613F-HRTimeline
UMB Bank, n.a.4,680$238K<0.01%013F-HR/ATimeline
Smithfield Trust Co4,647$237K0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,646$237K<0.01%+213F-HRTimelineGroup
NewEdge Advisors, LLC4,627$236K<0.01%-13113F-HRTimeline
Dakota Wealth Management4,619$235K<0.01%013F-HRTimeline
Alpha Omega Wealth Management LLC4,550$232K0.04%013F-HRTimeline
Key Financial Inc4,540$231K0.05%013F-HRTimeline
Rockingstone Advisors LLC4,510$230K0.12%013F-HRTimeline
Wilmington Savings Fund Society, FSB4,500$229K<0.01%-6,75013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,455$227K<0.01%013F-HR/ATimelineGroup
SCOTIA CAPITAL INC.4,447$226K<0.01%013F-HRTimeline
Willow Creek Wealth Management Inc.4,417$225K0.02%-4113F-HRTimeline
FSM Wealth Advisors, LLC4,386$224K0.04%new13F-HRTimeline
Waverly Advisors, LLC4,311$220K<0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,186$213K<0.01%new13F-HRTimelineGroup
Johnson Financial Group, LLC4,077$208K0.02%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,052$206K<0.01%+1,17313F-HRTimelineGroup
Members Trust Co3,930$200K0.01%new13F-HRTimeline
EASTERN BANK3,411$174K<0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC3,000$153K<0.01%013F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,826$144K0.01%-60613F-HRTimelineGroup
Tidemark, LLC2,793$142K0.05%-73913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,550$130K<0.01%013F-HRTimelineGroup
Washington Trust Advisors, Inc.2,544$130K0.01%013F-HRTimeline
Global Retirement Partners, LLC2,417$123K<0.01%13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,310$118K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,032$103K0.04%-5413F-HRTimeline
GPS Wealth Strategies Group, LLC1,940$98.8K0.01%+1,24513F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,920$97.8K0.01%013F-HRTimeline
AE Wealth Management LLC1,920$97.8K<0.01%013F-HRTimeline
Robinswood Financial LLC1,827$93K0.03%-4613F-HRTimeline
Kennebec Savings Bank1,823$92.8K0.09%013F-HRTimeline
PROFFITT & GOODSON INC1,816$92.5K0.01%+5013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,809$92K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,755$89.4K<0.01%013F-HRTimeline
Allworth Financial LP1,656$84.3K<0.01%+113F-HRTimeline
Investors Research Corp1,557$79.3K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,392$70.6K<0.01%new13F-HR/ATimelineGroup