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Disclosery

SPYX SPDR SERIES TRUST

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SHS (fund)

249 managers (252 13F filers) reported a position in SPYX shares at 2026-03-31, 19,514,056 shares in all. 18 filers opened a position and 15 filers sold out during the quarter.

Managers
249
13F filers
252
New
18
Added
82
Reduced
68
Sold out
15
Shares held by filers
19,514,056

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Ltd4,032,340$214M66.68%-2,309,53513F-HRTimeline
Choate Investment Advisors2,377,793$126M2.47%-3,66713F-HRTimeline
Betterment LLC1,971,282$105M0.2%+31,20413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,296,886$68.8M0.01%-5,35113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,011,233$53.6M<0.01%+61,51613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…512,610$27.2M0.02%-9,60413F-HRTimelineGroup
LPL Financial LLC485,750$25.8M0.01%+3,75513F-HRTimeline
Gemmer Asset Management LLC453,587$24.1M1.91%+10,14013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY436,290$23.1M<0.01%+2,87713F-HRTimelineGroup
SPINNAKER TRUST432,061$22.9M1.27%+4,21113F-HRTimeline
Beacon Pointe Advisors, LLC398,330$21.1M0.11%+4,96013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP357,185$18.9M0.71%+86313F-HRTimeline
Allianz SEin group Allianz SE298,008$15.8M0.18%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA266,749$14.1M<0.01%+47,73713F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC266,117$14.1M0.06%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC252,208$13.4M0.02%+21,16513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC238,040$12.6M<0.01%+2,73313F-HR/ATimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/182,436$9.67M1.68%+3,05513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC169,450$8.99M1.54%-3,62313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…160,386$8.51M0.02%-1,54313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC156,283$8.29M0.01%-19,37313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC154,946$8.22M0.01%+1,11813F-HRTimelineGroup
SEEDS INVESTOR LLC142,394$8.09M1.1%+8,30613F-HRTimeline
Cambridge Investment Research Advisors,…140,029$7.43M0.02%-1,31413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO123,132$6.53M0.01%+1,26013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding107,633$5.71M-5,855Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC100,831$5.35M0.34%013F-HRTimeline
HARBOUR INVESTMENTS, INC.85,871$4.55M0.07%+1,59413F-HRTimeline
CRUX WEALTH ADVISORS85,514$4.53M1.74%-18313F-HRTimeline
TIFF ADVISORY SERVICES, LLC84,413$4.48M1.01%-2,09013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN77,048$4.09M<0.01%+1,15413F-HR/ATimelineGroup
XPONANCE LLC74,154$3.93M0.03%-38,71013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO70,599$3.74M0.06%-5,09513F-HRTimeline
Stonehearth Capital Management, LLC68,884$3.65M1.45%-2,43813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO65,877$3.49M0.02%013F-HRTimelineGroup
Milestone Investment Advisors LLC61,469$3.26M0.79%+65513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC49,590$2.63M0.06%new13F-HRTimeline
HighTower Advisors, LLC49,206$2.61M<0.01%+64913F-HRTimeline
Modera Wealth Management, LLC46,400$2.46M0.03%-47313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.45,440$2.41M<0.01%-66113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC45,111$2.39M<0.01%+7,54713F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD43,825$2.32M0.01%-40013F-HRTimelineGroup
Creative Planningin group Creative Planning41,222$2.19M<0.01%-4,03813F-HRTimelineGroup
Investment Research & Advisory Group, I…3,224$2.1M0.73%+40413F-HRTimeline
Oxler Private Wealth LLC36,247$1.92M0.6%+6713F-HRTimeline
PFG Advisors35,189$1.87M0.09%+20413F-HRTimeline
FMR LLCin group FMR LLC34,693$1.84M<0.01%+23913F-HRTimelineGroup
MASECO LLP34,150$1.81M0.06%013F-HRTimeline
IMC-Chicago, LLC33,023$1.75M0.03%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC32,953$1.75M<0.01%+3,79313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC32,941$1.75M<0.01%-2,06713F-HRTimelineGroup
Boyd Wealth Management, LLC32,717$1.73M0.73%-3,43413F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC32,575$1.73M0.31%-5,75913F-HRTimeline
Fortis Capital Management LLC31,734$1.68M0.23%+8313F-HRTimeline
OneDigital Investment Advisors LLC31,313$1.66M0.02%+1,93913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…30,927$1.64M0.01%+60513F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…30,200$1.6M0.02%013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC28,572$1.52M<0.01%013F-HRTimelineGroup
Operose Advisors LLC28,379$1.5M0.35%+6,82213F-HRTimeline
Clear Harbor Asset Management, LLC27,825$1.48M0.1%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28,022$1.44M<0.01%+25513F-HR/ATimelineGroup
Wealthfront Advisers LLC26,570$1.41M<0.01%+94413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,348$1.4M<0.01%new13F-HRTimelineGroup
Hanson & Doremus Investment Management25,461$1.35M0.16%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co24,810$1.32M0.03%-66013F-HRTimeline
PFG Investments, LLC24,517$1.3M0.06%-31313F-HRTimeline
CAPITAL CITY TRUST CO/FL24,183$1.28M0.29%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP24,199$1.25M<0.01%+6,17513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC22,484$1.19M<0.01%+1,53213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC22,369$1.19M<0.01%-4,42513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT21,492$1.14M0.02%-7213F-HR/ATimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.21,475$1.14M0.06%-2,13713F-HRTimelineGroup
SENTINEL TRUST CO LBA21,265$1.13M0.11%013F-HRTimeline
WESCAP Management Group, Inc.21,222$1.13M0.22%-2,17113F-HRTimeline
Western Wealth Management, LLC21,132$1.12M0.04%+1,86413F-HR/ATimeline
eCIO, Inc.20,795$1.1M0.48%+20913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,450$1.08M<0.01%+7,50513F-HRTimelineGroup
Avior Wealth Management, LLC20,283$1.08M0.03%-27613F-HRTimeline
Bridgewater Advisors Inc.17,599$1.07M0.06%-2,09513F-HRTimeline
Bragg Financial Advisors, Inc20,159$1.07M0.03%+10013F-HRTimeline
Affinity Capital Advisors, LLC19,713$1.05M0.15%-4213F-HRTimeline
Bell Investment Advisors, Inc19,530$1.04M0.16%-22013F-HRTimeline
Cetera Investment Advisers19,156$1.02M<0.01%-2,16913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,750$994K<0.01%-26,47413F-HRTimelineGroup
HighPoint Advisor Group LLC18,513$982K0.04%013F-HRTimeline
Cresset Asset Management, LLC18,481$980K<0.01%013F-HRTimeline
Johnson Financial Group, LLC18,311$971K0.06%013F-HRTimeline
RED REEF ADVISORS LLC18,068$958K1%+44613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.17,992$954K0.02%-6,50413F-HRTimelineGroup
Focus Financial Network, Inc.16,999$901K0.03%+2613F-HRTimeline
IMA Advisory Services, Inc.16,278$863K0.08%+4013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16,173$858K<0.01%+12,48813F-HRTimelineGroup
EP Wealth Advisors, LLC16,127$855K<0.01%-27413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,927$845K<0.01%-2,51413F-HRTimelineGroup
Trevian Wealth Management LLC15,686$832K0.41%013F-HRTimeline
Farrow Financial, Inc.15,354$814K0.46%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK15,310$812K<0.01%-2013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,950$801K<0.01%-4,20413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC13,614$722K0.01%+2913F-HRTimeline
Ally Invest Advisors Inc.13,083$694K0.05%+74113F-HRTimeline
Constant Guidance Financial LLC12,835$681K0.47%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…12,711$674K0.02%-2,49913F-HRTimelineGroup
MATRIX ASSET ADVISORS INC/NY12,504$663K0.06%-51913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,162$645K<0.01%+3,19713F-HRTimelineGroup
Values Added Financial LLC11,537$612K0.26%013F-HRTimeline
Enclave Advisors LLC11,327$601K0.09%013F-HRTimeline
Facet Wealth, Inc.10,993$583K0.01%-2,22213F-HRTimeline
William Mack & Associates, Inc.10,838$575K0.33%+20413F-HRTimeline
CIBC WORLD MARKET INC.10,605$562K<0.01%-85313F-HRTimeline
BURNS J W & CO INC/NY10,600$562K0.06%013F-HRTimeline
Human Investing LLC10,329$548K0.08%013F-HRTimeline
CWM, LLCin group CWM, LLC10,317$547K<0.01%-5,73013F-HRTimelineGroup
Fiduciary Group, LLC9,972$529K0.05%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,552$507K<0.01%+99713F-HRTimeline
Chicago Partners Investment Group LLC8,654$504K0.01%013F-HRTimeline
Cornerstone Wealth Advisors, Inc.9,325$495K0.11%-6013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,324$494K<0.01%+67413F-HRTimelineGroup
SteelPeak Wealth, LLC9,280$492K0.02%+1213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC8,925$473K0.08%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,867$470K<0.01%+1,23013F-HRTimeline
Golden State Wealth Management, LLC8,680$460K0.05%+6113F-HRTimeline
NewEdge Advisors, LLC8,598$456K<0.01%-3913F-HR/ATimeline
Sovran Advisors, LLC7,690$452K0.04%013F-HRTimeline
CBIZ Investment Advisory Services, LLC8,490$450K0.02%013F-HRTimeline
Integrated Wealth Concepts LLC8,461$449K<0.01%013F-HRTimeline
BAILARD, INC.8,232$437K0.01%-40013F-HRTimeline
Sankala Group LLC8,314$434K0.35%+1,27813F-HRTimeline
Rollins Financial Advisors, LLC8,079$428K0.07%013F-HRTimeline
Horst & Graben Wealth Management LLC7,275$426K0.06%-23113F-HRTimeline
Douglass Winthrop Advisors, LLC8,000$424K0.01%013F-HRTimeline
DIVERSIFIED TRUST CO7,932$421K0.01%013F-HRTimeline
FIRST MANHATTAN CO. LLC.7,909$419K<0.01%-50013F-HRTimeline
Trademark Financial Management, LLC7,785$413K0.2%013F-HRTimeline
BLVD Private Wealth, LLC7,615$404K0.35%-52713F-HRTimeline
North Berkeley Wealth Management, LLC7,597$403K0.21%+16113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.7,440$395K0.11%-2,92113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,390$392K0.01%013F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…7,353$390K0.11%+1813F-HRTimeline
NorthRock Partners, LLC7,222$383K0.01%+6813F-HRTimeline
Financial Insights, Inc.7,168$380K0.12%013F-HRTimeline
Private Advisor Group, LLC6,980$370K<0.01%+1,50413F-HRTimeline
FORONJY FINANCIAL LLC6,909$366K0.15%-8213F-HRTimeline
Prospera Financial Services Inc6,747$358K0.01%-22813F-HRTimeline
Independent Advisor Alliance6,667$354K<0.01%new13F-HRTimeline
One Capital Management, LLC6,396$339K0.01%-1,56313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,259$332K<0.01%013F-HRTimelineGroup
MRA Advisory Group6,227$330K0.13%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,929$314K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,900$313K<0.01%013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP5,900$313K<0.01%new13F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,891$312K0.01%+34813F-HRTimelineGroup
N.E.W. Advisory Services LLC5,890$312K0.02%+19013F-HRTimeline
Ironwood Financial, llc5,861$311K0.05%+113F-HRTimeline
Highview Capital Management LLC/DE/5,777$306K0.11%013F-HRTimeline
Evanson Asset Management, LLC5,648$299K0.02%013F-HRTimeline
IHT Wealth Management, LLC5,554$295K0.01%+24413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,467$290K<0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,349$284K0.01%013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co5,270$279K<0.01%013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC5,186$275K0.01%+813F-HRTimeline
FLOW TRADERS U.S. LLC5,185$275K0.01%new13F-HRTimeline
South Shore Capital Advisors4,918$261K0.19%-15213F-HRTimeline
Tortoise Investment Management, LLC4,835$256K0.02%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,761$252K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC4,710$252K0.05%+5313F-HRTimeline
Ballentine Partners, LLC4,734$251K<0.01%013F-HRTimeline
4Thought Financial Group Inc.4,727$251K0.12%+10313F-HRTimeline
Rockingstone Advisors LLC4,725$251K0.11%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,471$250K<0.01%+36213F-HRTimelineGroup
UMB Bank, n.a.4,680$248K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Waverly Advisors, LLC4,674$248K<0.01%013F-HRTimeline
Smithfield Trust Co4,647$247K0.01%013F-HRTimeline
Key Financial Inc4,540$241K0.04%013F-HRTimeline
Institute for Wealth Management, LLC.4,530$240K0.03%013F-HRTimeline
Wilmington Savings Fund Society, FSB4,500$239K0.01%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,455$236K<0.01%-79813F-HRTimelineGroup
Alpha Omega Wealth Management LLC4,450$236K0.04%013F-HRTimeline
Seneca Financial Advisors LLC4,415$234K0.07%new13F-HRTimeline
Dakota Wealth Management4,336$230K<0.01%013F-HR/ATimeline
SCOTIA CAPITAL INC.4,273$227K<0.01%-3913F-HRTimeline
FSM Wealth Advisors, LLC4,267$226K0.03%-12813F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding4,196$223KnewTimeline
TIAAgroup of 3 filers holding4,190$222K-1,996Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,178$222K<0.01%-22213F-HRTimelineGroup
Sigma Planning Corp4,146$220K0.01%-4,29413F-HRTimeline
Members Trust Co3,930$208K0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,912$207K<0.01%+713F-HRTimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …3,828$203K0.03%013F-HRTimeline
EASTERN BANK3,411$181K<0.01%013F-HRTimeline
Pacific Center for Financial Services3,327$176K0.04%-1,87513F-HRTimeline
Atomic Invest LLC3,334$172K0.08%013F-HRTimeline
AlphaCore Capital LLC3,064$162K<0.01%013F-HRTimeline
First Pacific Financial3,053$162K0.02%-2,43813F-HRTimeline
Monetary Solutions, Ltd2,825$150K0.14%+613F-HRTimeline
Tidemark, LLC2,709$144K0.04%+313F-HRTimeline
Allworth Financial LP2,652$141K<0.01%+45113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,551$135K<0.01%+113F-HRTimelineGroup
Washington Trust Advisors, Inc.2,544$135K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,408$128K<0.01%+1,28013F-HRTimeline
AE Wealth Management LLC2,012$107K<0.01%013F-HRTimeline