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Disclosery

SPYX SPDR SERIES TRUST

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SHS (fund)

237 managers (237 13F filers) reported a position in SPYX shares at 2025-09-30, 21,753,520 shares in all. 17 filers opened a position and 14 filers sold out during the quarter.

Managers
237
13F filers
237
New
17
Added
72
Reduced
81
Sold out
14
Shares held by filers
21,753,520

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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$325M85.32%013F-HRTimeline
Choate Investment Advisors2,442,124$134M2.77%-74,87113F-HRTimeline
Betterment LLC1,934,284$106M0.21%+6213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,427,611$78.3M0.01%+95413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/888,396$48.7M<0.01%+42,23613F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…507,940$27.9M0.02%+4,65713F-HRTimelineGroup
Gemmer Asset Management LLC441,598$24.2M1.95%+34,45613F-HRTimeline
LPL Financial LLC440,681$24.2M0.01%-23,32213F-HRTimeline
SPINNAKER TRUST424,171$23.3M1.29%+125,22713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY414,636$22.7M<0.01%+78213F-HR/ATimelineGroup
Sensible Financial Planning & Managemen…395,140$21.7M3.94%+9,58313F-HRTimeline
TIFF ADVISORY SERVICES, LLC339,368$18.6M3.88%new13F-HRTimeline
Rathbones Group PLC336,612$18.5M0.07%013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP285,493$15.7M0.62%+93,41613F-HRTimeline
Allianz SEin group Allianz SE282,008$15.5M0.33%+8,50013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC279,145$15.3M0.06%-54,69613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA214,731$11.8M<0.01%-4,19213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC192,816$10.6M<0.01%+7,47813F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/183,066$10M1.86%+9,48713F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC172,985$9.49M1.62%-5,09513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…157,497$8.64M0.02%-63513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC145,825$8M0.01%-1,21313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC143,614$7.88M0.01%-21113F-HRTimeline
Cambridge Investment Research Advisors,…140,640$7.71M0.02%+14,99613F-HRTimeline
XPONANCE LLC138,610$7.6M0.06%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO131,799$7.23M0.01%-6,43213F-HRTimelineGroup
Institute for Wealth Management, LLC.131,208$7.2M0.75%-44613F-HRTimeline
SEEDS INVESTOR LLC114,701$6.29M1.33%+100,16013F-HRTimeline
UBS Group AGin group UBS Group AG109,439$6M<0.01%+11,28713F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC101,531$5.57M0.37%-13,01513F-HRTimeline
Mariner, LLCin group Mariner, LLC88,144$4.83M0.01%-1,08413F-HRTimelineGroup
CRUX WEALTH ADVISORS86,719$4.76M1.89%+1,61113F-HRTimeline
HARBOUR INVESTMENTS, INC.80,305$4.4M0.1%-10,76713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN79,742$4.37M<0.01%-5,80413F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO75,130$4.12M0.06%+37313F-HRTimeline
Stonehearth Capital Management, LLC71,537$3.92M1.52%-93513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO65,877$3.61M0.02%new13F-HRTimelineGroup
Milestone Investment Advisors LLC63,973$3.51M0.87%-7513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…56,120$3.08M<0.01%+33,55513F-HRTimelineGroup
NerdWallet Wealth Partners, LLC4,257$2.71M1.33%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC48,540$2.66M<0.01%+18,78713F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD48,250$2.65M0.01%+62513F-HRTimelineGroup
Modera Wealth Management, LLC47,030$2.58M0.03%-1,70213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC46,567$2.55M0.05%+33,05413F-HRTimeline
HighTower Advisors, LLC45,986$2.52M<0.01%+6,71913F-HRTimeline
Creative Planningin group Creative Planning45,121$2.47M<0.01%-2313F-HRTimelineGroup
PFG Advisors44,447$2.44M0.1%-2,62813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.44,240$2.43M<0.01%+3213F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC42,489$2.33M0.42%+15413F-HRTimeline
Oxler Private Wealth LLC36,116$1.98M0.58%-86513F-HRTimeline
Boyd Wealth Management, LLC35,644$1.96M0.84%-1,72113F-HRTimeline
Investment Research & Advisory Group, I…2,873$1.91M0.65%-4713F-HRTimeline
Northern Financial Advisors Inc34,489$1.89M0.99%+28,59713F-HRTimeline
MASECO LLP34,417$1.89M0.09%-2,25513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC33,533$1.84M<0.01%+65513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP25,915$1.79M<0.01%+8213F-HRTimelineGroup
Fortis Capital Management LLC31,878$1.75M0.25%-1513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…31,200$1.71M0.02%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,709$1.69M<0.01%-80413F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC30,393$1.67M0.01%-7613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC30,070$1.65M<0.01%-2,50813F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…29,450$1.62M0.01%+1,61113F-HRTimelineGroup
OneDigital Investment Advisors LLC28,975$1.59M0.02%-2,44713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO27,767$1.52M<0.01%+79613F-HR/ATimelineGroup
Clear Harbor Asset Management, LLC27,645$1.52M0.11%013F-HR/ATimeline
MML INVESTORS SERVICES, LLC27,003$1.48M<0.01%-10013F-HRTimeline
Hanson & Doremus Investment Management26,511$1.45M0.18%013F-HRTimeline
Wealthfront Advisers LLC26,307$1.44M<0.01%+59513F-HRTimeline
PFG Investments, LLC25,287$1.39M0.07%-31613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.24,888$1.37M0.03%+1,59913F-HRTimelineGroup
CAPITAL CITY TRUST CO/FL24,183$1.33M0.32%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.23,606$1.29M0.08%-94713F-HRTimelineGroup
WESCAP Management Group, Inc.23,393$1.28M0.27%-1,41013F-HRTimeline
FMR LLCin group FMR LLC22,898$1.26M<0.01%+2,55613F-HRTimelineGroup
FIRST NATIONAL CORP /MA/ /ADV22,782$1.25M0.24%-20413F-HRTimeline
Alesco Advisors, LLC, An ESL Co22,520$1.24M0.03%-66013F-HRTimeline
SENTINEL TRUST CO LBA21,763$1.19M0.12%-2,04213F-HRTimeline
eCIO, Inc.21,261$1.17M0.44%-2,09513F-HRTimeline
Cetera Investment Advisers20,576$1.13M<0.01%+5,48913F-HRTimeline
Bragg Financial Advisors, Inc19,931$1.09M0.04%013F-HRTimeline
Affinity Capital Advisors, LLC19,753$1.09M0.17%-7713F-HRTimeline
Bell Investment Advisors, Inc19,811$1.09M0.18%-80613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,908$1.08M<0.01%-5713F-HRTimelineGroup
Bridgewater Advisors Inc.19,102$1.05M0.07%-12913F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT19,115$1.05M0.02%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,490$1.01M<0.01%-13513F-HRTimelineGroup
Cresset Asset Management, LLC18,481$1.01M<0.01%013F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,388$958K<0.01%-20713F-HRTimeline
Avior Wealth Management, LLC16,968$931K0.03%+5,38913F-HRTimeline
IMA Advisory Services, Inc.16,200$889K0.09%+2,89313F-HRTimeline
Focus Financial Network, Inc.15,786$866K0.03%+1,44313F-HRTimeline
Trevian Wealth Management LLC15,686$860K0.46%+9713F-HRTimeline
BAILARD, INC.15,526$852K0.02%-9013F-HRTimeline
Operose Advisors LLC15,355$842K0.21%+1,81913F-HRTimeline
Farrow Financial, Inc.15,354$842K0.49%-74613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK15,330$841K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding15,002$823K-488Timeline
Western Wealth Management, LLC14,507$796K0.04%+913F-HRTimeline
Bleakley Financial Group, LLC14,373$788K0.02%+3113F-HRTimeline
JFG Wealth Management, LLC14,234$781K0.15%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC13,371$733K0.01%+72213F-HRTimeline
Facet Wealth, Inc.13,231$726K0.02%new13F-HRTimeline
MATRIX ASSET ADVISORS INC/NY13,023$714K0.07%-32513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,972$712K<0.01%new13F-HRTimelineGroup
Enclave Advisors LLC12,705$697K0.11%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,610$692K<0.01%-26513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,481$685K<0.01%-85913F-HRTimelineGroup
Ally Invest Advisors Inc.12,313$675K0.05%+91613F-HRTimeline
Values Added Financial LLC11,537$633K0.28%013F-HRTimeline
CIBC WORLD MARKET INC.11,458$628K<0.01%-8513F-HRTimeline
TRUST CO OF VERMONT11,251$617K0.03%-12013F-HRTimeline
BURNS J W & CO INC/NY10,600$581K0.07%+10013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.10,521$577K0.18%new13F-HRTimeline
CWM, LLCin group CWM, LLC10,247$562K<0.01%-1,67313F-HRTimelineGroup
BLVD Private Wealth, LLC10,013$549K0.47%-80913F-HRTimeline
Fiduciary Group, LLC9,972$547K0.05%013F-HRTimeline
William Mack & Associates, Inc.9,425$517K0.28%+11613F-HRTimeline
Cornerstone Wealth Advisors, Inc.9,389$515K0.12%+1,18513F-HRTimeline
SteelPeak Wealth, LLC9,133$501K0.02%new13F-HRTimeline
Chicago Partners Investment Group LLC8,654$490K0.01%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC8,925$490K0.08%013F-HRTimeline
Horst & Graben Wealth Management LLC8,611$472K0.07%-13613F-HRTimeline
CBIZ Investment Advisory Services, LLC8,490$466K0.02%+2013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,482$465K<0.01%+1,46213F-HRTimeline
Sigma Planning Corp8,389$460K0.01%-713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,090$444K0.01%013F-HRTimelineGroup
Rollins Financial Advisors, LLC8,079$443K0.07%013F-HRTimeline
Douglass Winthrop Advisors, LLC8,000$439K0.01%013F-HRTimeline
DIVERSIFIED TRUST CO7,932$435K0.01%013F-HRTimeline
Sovran Advisors, LLC7,690$431K0.04%013F-HRTimeline
Trademark Financial Management, LLC7,785$427K0.25%013F-HRTimeline
Golden State Wealth Management, LLC7,739$424K0.05%-4013F-HRTimeline
North Berkeley Wealth Management, LLC7,436$408K0.32%+33813F-HRTimeline
Global Retirement Partners, LLC7,429$407K0.01%+5,01213F-HRTimeline
Financial Insights, Inc.7,349$403K0.13%+8313F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…7,318$401K0.13%+1013F-HRTimeline
FORONJY FINANCIAL LLC7,163$393K0.17%+2,00513F-HRTimeline
NorthRock Partners, LLC7,154$392K0.01%013F-HRTimeline
One Capital Management, LLC7,011$385K0.01%new13F-HRTimeline
Prospera Financial Services Inc6,993$384K0.01%-42713F-HRTimeline
MRA Advisory Group6,227$342K0.15%-1,00013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA6,186$339K<0.01%013F-HRTimelineGroup
COMERICA BANK6,027$331K<0.01%-59213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,900$324K<0.01%-2,39513F-HRTimelineGroup
Ironwood Financial, llc5,842$320K0.06%-45113F-HRTimeline
Highview Capital Management LLC/DE/5,777$317K0.12%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,770$316K<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC5,699$313K0.03%-19513F-HRTimeline
Evanson Asset Management, LLC5,648$310K0.02%013F-HRTimeline
First Pacific Financial5,637$309K0.04%-1,81113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,467$300K<0.01%013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,465$300K0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,459$299K<0.01%013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,456$299K0.01%+12513F-HRTimelineGroup
WBH ADVISORY INC5,454$299K0.02%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,419$297K0.01%013F-HRTimelineGroup
IHT Wealth Management, LLC5,334$294K0.01%-22413F-HRTimeline
Private Advisor Group, LLC5,273$289K<0.01%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,268$289K0.01%-3013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,253$288K<0.01%+79813F-HR/ATimelineGroup
Pacific Center for Financial Services5,202$285K0.07%-1,11813F-HRTimeline
Tortoise Investment Management, LLC4,835$265K0.02%013F-HRTimeline
4Thought Financial Group Inc.4,777$262K0.13%-16513F-HRTimeline
NewEdge Advisors, LLC4,762$261K<0.01%+13513F-HRTimeline
Ballentine Partners, LLC4,734$260K<0.01%013F-HRTimeline
UMB Bank, n.a.4,680$257K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smithfield Trust Co4,647$255K0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,649$255K<0.01%+313F-HRTimelineGroup
Key Financial Inc4,540$250K0.05%013F-HRTimeline
Alpha Omega Wealth Management LLC4,550$250K0.04%013F-HR/ATimeline
Wilmington Savings Fund Society, FSB4,500$247K0.01%013F-HR/ATimeline
FSM Wealth Advisors, LLC4,390$241K0.03%+413F-HRTimeline
Waverly Advisors, LLC4,374$240K<0.01%+6313F-HRTimeline
Dakota Wealth Management4,336$238K<0.01%-28313F-HR/ATimeline
SCOTIA CAPITAL INC.4,312$237K<0.01%-13513F-HRTimeline
Rockingstone Advisors LLC4,280$235K0.12%-23013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,108$225K<0.01%-7813F-HRTimelineGroup
Johnson Financial Group, LLC4,077$224K0.02%013F-HRTimeline
Rossby Financial, LCC3,993$220K0.07%new13F-HRTimeline
Traynor Capital Management, Inc.4,008$220K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,976$218K<0.01%-7613F-HRTimelineGroup
Willow Creek Wealth Management Inc.3,953$217K0.02%-46413F-HRTimeline
Members Trust Co3,930$216K0.01%013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …3,828$210K0.03%-1,50313F-HRTimeline
EASTERN BANK3,411$187K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC3,000$165K<0.01%013F-HRTimelineGroup
Tidemark, LLC2,796$153K0.04%+313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,551$140K<0.01%+113F-HRTimelineGroup
Washington Trust Advisors, Inc.2,544$140K0.01%013F-HRTimeline
Addison Advisors LLC2,515$138K0.03%-3,62013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,086$114K0.04%+5413F-HRTimeline
GPS Wealth Strategies Group, LLC1,945$107K0.01%+513F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,920$105K0.01%013F-HRTimeline
AE Wealth Management LLC1,920$105K<0.01%013F-HRTimeline
Kennebec Savings Bank1,899$104K0.09%+7613F-HRTimeline
Root Financial Partners, LLC1,848$101K0.01%new13F-HRTimeline
Robinswood Financial LLC1,825$100K0.03%-213F-HRTimeline
PROFFITT & GOODSON INC1,816$99.6K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,809$99K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,755$96.3K<0.01%013F-HRTimeline