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Disclosery

SPYX SPDR SERIES TRUST

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SHS (fund)

248 managers (249 13F filers) reported a position in SPYX shares at 2025-12-31, 22,052,005 shares in all. 19 filers opened a position and 10 filers sold out during the quarter.

Managers
248
13F filers
249
New
19
Added
86
Reduced
68
Sold out
10
Shares held by filers
22,052,005

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Ltd6,341,875$356M83.48%+409,45013F-HRTimeline
Choate Investment Advisors2,381,460$134M2.63%-60,66413F-HRTimeline
Betterment LLC1,940,078$109M0.21%+5,79413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,302,237$73.2M0.01%-125,37413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/949,717$53.4M<0.01%+61,32113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…522,214$29.3M0.02%+14,27413F-HRTimelineGroup
LPL Financial LLC481,995$27.1M0.01%+41,31413F-HRTimeline
Gemmer Asset Management LLC443,447$24.9M1.92%+1,84913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY433,413$24.4M<0.01%+18,77713F-HR/ATimelineGroup
SPINNAKER TRUST427,850$24M1.29%+3,67913F-HRTimeline
Beacon Pointe Advisors, LLC393,370$22.1M0.16%new13F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP356,322$20M0.75%+70,82913F-HRTimeline
Rathbones Group PLC336,612$18.9M0.07%013F-HR/ATimeline
Allianz SEin group Allianz SE298,008$16.7M0.22%+16,00013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC266,117$15M0.06%-13,02813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC235,307$13.2M<0.01%+42,49113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC231,043$13M0.02%+142,89913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA219,012$12.3M<0.01%+4,28113F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/179,381$10.1M1.79%-3,68513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC175,656$9.87M0.01%+32,04213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC173,073$9.72M1.65%+8813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…161,929$9.1M0.02%+4,43213F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC153,828$8.64M0.01%+8,00313F-HRTimelineGroup
Cambridge Investment Research Advisors,…141,343$7.94M0.02%+70313F-HRTimeline
SEEDS INVESTOR LLC134,088$7.53M1.44%+19,38713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO121,872$6.85M0.01%-9,92713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding113,488$6.38M+4,049Timeline
XPONANCE LLC112,864$6.34M0.05%-25,74613F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC100,831$5.67M0.35%-70013F-HRTimeline
TIFF ADVISORY SERVICES, LLC86,503$4.86M0.84%-252,86513F-HRTimeline
CRUX WEALTH ADVISORS85,697$4.82M1.79%-1,02213F-HRTimeline
HARBOUR INVESTMENTS, INC.84,277$4.74M0.1%+3,97213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN75,894$4.26M<0.01%-3,84813F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO75,694$4.25M0.06%+56413F-HRTimeline
Stonehearth Capital Management, LLC71,322$4.01M1.48%-21513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO65,877$3.7M0.02%013F-HRTimelineGroup
Milestone Investment Advisors LLC60,814$3.42M0.83%-3,15913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC50,913$2.86M0.05%+4,34613F-HR/ATimeline
NerdWallet Wealth Partners, LLC4,099$2.79M1.25%-15813F-HRTimeline
HighTower Advisors, LLC48,557$2.73M<0.01%+2,57113F-HRTimeline
Modera Wealth Management, LLC46,873$2.63M0.03%-15713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.46,101$2.59M<0.01%+14,39213F-HRTimelineGroup
Creative Planningin group Creative Planning45,260$2.54M<0.01%+13913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,224$2.54M<0.01%-10,89613F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD44,225$2.49M0.01%-4,02513F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC38,334$2.15M0.39%-4,15513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC37,564$2.11M<0.01%+4,03113F-HRTimelineGroup
Oxler Private Wealth LLC36,180$2.03M0.59%+6413F-HRTimeline
Boyd Wealth Management, LLC36,151$2.03M0.86%+50713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC35,008$1.97M<0.01%+4,93813F-HRTimelineGroup
PFG Advisors34,985$1.97M0.1%-9,46213F-HRTimeline
FMR LLCin group FMR LLC34,454$1.94M<0.01%+11,55613F-HRTimelineGroup
Investment Research & Advisory Group, I…2,820$1.92M0.64%-5313F-HRTimeline
MASECO LLP34,150$1.92M0.08%-26713F-HRTimeline
Fortis Capital Management LLC31,651$1.78M0.24%-22713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…30,322$1.7M0.01%+87213F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…30,200$1.7M0.02%-1,00013F-HRTimelineGroup
OneDigital Investment Advisors LLC29,374$1.65M0.02%+39913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC29,160$1.64M<0.01%-19,38013F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC28,572$1.61M<0.01%+15,60013F-HRTimelineGroup
Clear Harbor Asset Management, LLC27,825$1.56M0.11%+18013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC27,802$1.56M0.01%-2,59113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO27,767$1.56M<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC26,794$1.51M<0.01%-20913F-HRTimeline
Wealthfront Advisers LLC25,626$1.44M<0.01%-68113F-HRTimeline
Alesco Advisors, LLC, An ESL Co25,470$1.43M0.04%+2,95013F-HRTimeline
Hanson & Doremus Investment Management25,461$1.43M0.17%-1,05013F-HRTimeline
PFG Investments, LLC24,830$1.4M0.07%-45713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.24,496$1.38M0.03%-39213F-HRTimelineGroup
CAPITAL CITY TRUST CO/FL24,183$1.36M0.3%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.23,612$1.33M0.08%+613F-HRTimelineGroup
WESCAP Management Group, Inc.23,393$1.31M0.27%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT21,564$1.21M0.02%+2,44913F-HRTimeline
Operose Advisors LLC21,557$1.21M0.28%+6,20213F-HRTimeline
Cetera Investment Advisers21,325$1.2M<0.01%+74913F-HRTimeline
SENTINEL TRUST CO LBA21,265$1.2M0.12%-49813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,952$1.18M<0.01%+8,47113F-HRTimelineGroup
eCIO, Inc.20,586$1.16M0.54%-67513F-HRTimeline
Avior Wealth Management, LLC20,559$1.16M0.04%+3,59113F-HRTimeline
Bragg Financial Advisors, Inc20,059$1.13M0.04%+12813F-HRTimeline
Affinity Capital Advisors, LLC19,755$1.11M0.15%+213F-HRTimeline
Bell Investment Advisors, Inc19,750$1.11M0.18%-6113F-HRTimeline
Bridgewater Advisors Inc.19,694$1.11M0.07%+59213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,154$1.09M<0.01%+1,76613F-HRTimeline
Western Wealth Management, LLC19,268$1.08M0.05%+4,76113F-HRTimeline
HighPoint Advisor Group LLC18,513$1.04M0.02%new13F-HRTimeline
Cresset Asset Management, LLC18,481$1.04M<0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,441$1.04M<0.01%-4913F-HRTimelineGroup
Johnson Financial Group, LLC18,311$1.03M0.06%+14,23413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,024$1.01M<0.01%-1,88413F-HRTimelineGroup
RED REEF ADVISORS LLC17,622$990K1.01%13F-HRTimeline
Focus Financial Network, Inc.16,973$954K0.03%+1,18713F-HRTimeline
EP Wealth Advisors, LLC16,401$922K<0.01%13F-HRTimeline
IMA Advisory Services, Inc.16,238$912K0.09%+3813F-HRTimeline
CWM, LLCin group CWM, LLC16,047$902K<0.01%+5,80013F-HRTimelineGroup
Trevian Wealth Management LLC15,686$881K0.42%013F-HRTimeline
Farrow Financial, Inc.15,354$863K0.5%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK15,330$861K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…15,210$855K0.03%+20813F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC13,585$763K0.01%+21413F-HRTimeline
Facet Wealth, Inc.13,215$755K0.01%-1613F-HRTimeline
MATRIX ASSET ADVISORS INC/NY13,023$732K0.07%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,945$727K<0.01%+33513F-HRTimelineGroup
Ally Invest Advisors Inc.12,342$693K0.05%+2913F-HRTimeline
Values Added Financial LLC11,537$648K0.27%013F-HRTimeline
CIBC WORLD MARKET INC.11,458$644K<0.01%013F-HRTimeline
Enclave Advisors LLC11,327$636K0.09%-1,37813F-HRTimeline
TRUST CO OF VERMONT11,251$632K0.03%013F-HRTimeline
William Mack & Associates, Inc.10,634$598K0.28%+1,20913F-HRTimeline
BURNS J W & CO INC/NY10,600$596K0.07%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.10,361$582K0.17%-16013F-HRTimeline
Human Investing LLC10,329$580K0.08%new13F-HRTimeline
Fiduciary Group, LLC9,972$560K0.05%013F-HRTimeline
Cornerstone Wealth Advisors, Inc.9,385$527K0.12%-413F-HRTimeline
SteelPeak Wealth, LLC9,268$521K0.02%+13513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,965$504K<0.01%-16,95013F-HR/ATimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC8,925$501K0.08%013F-HRTimeline
Chicago Partners Investment Group LLC8,654$490K0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…8,650$486K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC8,637$485K<0.01%+3,87513F-HRTimeline
BAILARD, INC.8,632$485K0.01%-6,89413F-HRTimeline
Golden State Wealth Management, LLC8,619$484K0.05%+88013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,555$481K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC8,490$477K0.02%013F-HRTimeline
Integrated Wealth Concepts LLC8,461$475K0.01%new13F-HRTimeline
Sigma Planning Corp8,440$474K0.01%+5113F-HRTimeline
FIRST MANHATTAN CO. LLC.8,409$473K<0.01%new13F-HRTimeline
BLVD Private Wealth, LLC8,142$457K0.4%-1,87113F-HRTimeline
Rollins Financial Advisors, LLC8,079$454K0.07%013F-HRTimeline
Douglass Winthrop Advisors, LLC8,000$450K0.01%013F-HRTimeline
One Capital Management, LLC7,959$447K0.01%+94813F-HRTimeline
DIVERSIFIED TRUST CO7,932$446K0.01%013F-HRTimeline
Sovran Advisors, LLC7,690$438K0.04%013F-HRTimeline
Trademark Financial Management, LLC7,785$437K0.24%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,637$429K<0.01%-84513F-HRTimeline
Horst & Graben Wealth Management LLC7,506$422K0.06%-1,10513F-HRTimeline
North Berkeley Wealth Management, LLC7,436$418K0.25%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,390$415K0.01%-70013F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…7,335$412K0.13%+1713F-HRTimeline
Global Retirement Partners, LLC7,240$407K0.01%-18913F-HRTimeline
Financial Insights, Inc.7,168$403K0.13%-18113F-HRTimeline
NorthRock Partners, LLC7,154$402K0.01%013F-HRTimeline
Sankala Group LLC7,036$395K0.32%13F-HRTimeline
FORONJY FINANCIAL LLC6,991$393K0.16%-17213F-HRTimeline
Prospera Financial Services Inc6,975$392K0.01%-1813F-HRTimeline
&PARTNERS6,651$374K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,259$352K<0.01%+80013F-HRTimelineGroup
MRA Advisory Group6,227$350K0.15%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA6,186$348K<0.01%013F-HRTimelineGroup
COMERICA BANK6,017$338K<0.01%-1013F-HRTimeline
Ironwood Financial, llc5,860$335K0.06%+1813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,900$332K<0.01%013F-HRTimelineGroup
Highview Capital Management LLC/DE/5,777$325K0.11%013F-HRTimeline
N.E.W. Advisory Services LLC5,700$320K0.02%+113F-HRTimeline
Evanson Asset Management, LLC5,648$317K0.02%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,543$311K0.01%+8713F-HRTimelineGroup
First Pacific Financial5,491$309K0.04%-14613F-HRTimeline
Private Advisor Group, LLC5,476$308K<0.01%+20313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,467$307K<0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,349$301K0.01%-7013F-HRTimelineGroup
IHT Wealth Management, LLC5,310$299K0.01%-2413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,270$296K<0.01%-50013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC5,253$295K<0.01%013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC5,178$291K0.01%-9013F-HRTimeline
Pacific Center for Financial Services5,202$285K0.07%013F-HRTimeline
South Shore Capital Advisors5,070$285K0.21%13F-HRTimeline
Tortoise Investment Management, LLC4,835$272K0.02%013F-HRTimeline
Ballentine Partners, LLC4,734$266K<0.01%013F-HRTimeline
Rockingstone Advisors LLC4,725$265K0.12%+44513F-HRTimeline
UMB Bank, n.a.4,680$263K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Waverly Advisors, LLC4,674$263K<0.01%+30013F-HRTimeline
Rossby Financial, LCC4,657$262K0.08%+66413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,651$261K<0.01%+213F-HRTimelineGroup
Smithfield Trust Co4,647$260K0.01%013F-HRTimeline
4Thought Financial Group Inc.4,624$260K0.13%-15313F-HRTimeline
Key Financial Inc4,540$255K0.05%013F-HRTimeline
Institute for Wealth Management, LLC.4,530$255K0.03%-126,67813F-HRTimeline
Wilmington Savings Fund Society, FSB4,500$253K0.01%013F-HRTimeline
Alpha Omega Wealth Management LLC4,450$250K0.04%-10013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,400$247K<0.01%-39,84013F-HRTimelineGroup
FSM Wealth Advisors, LLC4,395$247K0.03%+513F-HRTimeline
Dakota Wealth Management4,336$244K<0.01%013F-HR/ATimeline
SCOTIA CAPITAL INC.4,312$242K<0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,109$231K<0.01%+113F-HRTimelineGroup
Members Trust Co3,930$221K0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,905$218K<0.01%new13F-HRTimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …3,828$215K0.03%013F-HRTimeline
Sanctuary Advisors, LLC3,802$214K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,685$207K<0.01%-29113F-HR/ATimelineGroup
EASTERN BANK3,411$192K<0.01%013F-HRTimeline
Atomic Invest LLC3,334$189K0.11%13F-HRTimeline
AlphaCore Capital LLC3,064$172K<0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC3,000$169K0.01%013F-HRTimelineGroup
Monetary Solutions, Ltd2,819$158K0.16%13F-HRTimeline
Tidemark, LLC2,706$152K0.04%-9013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,550$143K<0.01%-113F-HRTimelineGroup
Washington Trust Advisors, Inc.2,544$143K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,220$125K0.04%+13413F-HRTimeline
Allworth Financial LP2,201$124K<0.01%+54413F-HRTimeline
AE Wealth Management LLC2,012$113K<0.01%+9213F-HRTimeline