SS SPDR S&P 500 Foss FL ETFSPYXETF
13F holders, Q1 2025 (March 31)216holders −5
8new positions
13sold out
$45.82avg. 13F price*
At the end of Q1 2025, 216 institutions reported holding SS SPDR S&P 500 Foss FL ETF (SPYX) in their 13F filings, down 5 from Q4 2024. 8 opened new positions and 13 sold out. The largest holders were Windmill Hill Asset Management Ltd ($271.4M), Choate Investment Advisors ($116.7M) and Betterment LLC ($88.5M).
- Company
- SS SPDR S&P 500 Foss FL ETF
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78468R796
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.0M |
| Exits | 13 | $9.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,294,176 shares bought and 515,849 shares sold, net +778,327 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 216 holders
| Windmill Hill Asset Management Ltd | 83.99% | Add +13.1% | 5,932,425 | $271.4M |
| Choate Investment Advisors | 2.90% | Reduce -2.0% | 2,551,059 | $116.7M |
| Betterment LLC | 0.21% | Add +0.0% | 1,934,050 | $88.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.4% | 1,422,397 | $65.1M |
| Partners Capital Investment Group, LLP | 0.65% | Add +39.9% | 839,585 | $38.4M |
| Bank of America Corp. | 0.00% | Add +18.4% | 793,417 | $36.3M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -0.3% | 479,684 | $21.9M |
| LPL Financial LLC | 0.01% | Reduce -2.5% | 472,673 | $21.6M |
| Rathbones Group PLC | 0.09% | No change | 419,083 | $19.2M |
| Morgan Stanley | 0.00% | Add +4.7% | 403,761 | $18.5M |
| Gemmer Asset Management LLC | 1.83% | Add +3.2% | 400,407 | $18.3M |
| Sensible Financial Planning & Management, LLC. | 3.53% | Add +1.4% | 386,855 | $17.7M |
| Pathstone Holdings, LLC | 0.07% | Add +0.3% | 336,191 | $15.4M |
| Spinnaker Trust | 0.90% | Add +1.2% | 301,245 | $13.8M |
| Allianz SE | 0.33% | No change | 273,508 | $12.5M |
| Rockefeller Capital Management L.P. | 0.03% | Add +0.0% | 254,853 | $11.7M |
| Royal Bank of Canada | 0.00% | Reduce -3.8% | 210,298 | $9.6M |
| Forefront Analytics, LLC | 10.73% | Add +64.1% | 203,859 | $9.3M |
| Retirement Income Solutions, Inc. | 1.83% | Reduce -3.3% | 191,130 | $8.7M |
| Gould Asset Management LLC | 1.67% | Reduce -0.1% | 177,104 | $8.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.0% | 171,528 | $7.9M |
| Sei Investments Co. | 0.01% | Reduce -1.3% | 134,891 | $6.2M |
| Institute for Wealth Management, LLC. | 0.79% | Reduce -2.6% | 134,556 | $6.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.6% | 132,421 | $6.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -7.4% | 128,004 | $5.9M |
| Foster Dykema Cabot & Partners, LLC | 0.42% | Reduce -0.1% | 115,199 | $5.3M |
| Cerity Partners LLC | 0.01% | Reduce -1.8% | 112,747 | $5.2M |
| UBS Group AG | 0.00% | Reduce -1.8% | 100,568 | $4.6M |
| Mariner, LLC | 0.01% | Reduce -2.9% | 91,403 | $4.2M |
| Harbour Investments, Inc. | 0.12% | Add +6.7% | 90,529 | $4.1M |
| Wells Fargo & Company | 0.00% | Add +8.0% | 73,028 | $3.3M |
| Flputnam Investment Management Co. | 0.06% | Reduce -5.8% | 72,819 | $3.3M |
| Stonehearth Capital Management, LLC | 1.32% | Reduce -6.7% | 69,634 | $3.2M |
| Milestone Investment Advisors LLC | 0.87% | Reduce -2.4% | 68,365 | $3.1M |
| JFG Wealth Management, LLC | 0.61% | Reduce -1.1% | 58,237 | $2.7M |
| Fortis Capital Management LLC | 0.51% | Reduce -20.4% | 57,346 | $2.6M |
| Stifel Financial Corp. | 0.00% | Reduce -0.8% | 55,833 | $2.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.9% | 50,056 | $2.3M |
| PFG Advisors | 0.13% | Reduce -6.7% | 49,033 | $2.2M |
| Modera Wealth Management, LLC | 0.03% | No change | 48,356 | $2.2M |
| Agf Management Ltd. | 0.01% | No change | 46,825 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -29.8% | 40,676 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.9% | 39,891 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +15.6% | 39,304 | $1.8M |
| Oxler Private Wealth LLC | 0.59% | Reduce -3.3% | 36,909 | $1.7M |
| Marino, Stram & Associates LLC | 0.37% | Add +9.0% | 36,098 | $1.7M |
| Investment Research & Advisory Group, Inc. | 0.66% | Add +0.1% | 2,845 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -3.4% | 33,072 | $1.5M |
| Bailard, Inc. | 0.04% | Add +10.0% | 32,360 | $1.5M |
| IMC-Chicago, LLC | 0.06% | New | 32,248 | $1.5M |
| Boyd Wealth Management, LLC | 0.71% | Reduce -18.5% | 31,224 | $1.4M |
| Citizens Financial Group Inc. | 0.03% | No change | 31,200 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Add +5.0% | 30,696 | $1.4M |
| Bridgewater Advisors Inc. | 0.12% | Add +34.6% | 29,954 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -71.4% | 29,160 | $1.3M |
| FMR LLC | 0.00% | Add +5.6% | 28,103 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.1% | 27,791 | $1.3M |
| Clear Harbor Asset Management, LLC | 0.10% | No change | 27,645 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -0.3% | 27,288 | $1.2M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -0.1% | 26,677 | $1.2M |
| Hanson & Doremus Investment Management | 0.18% | Reduce -3.8% | 26,511 | $1.2M |
| PFG Investments, LLC | 0.08% | Add +0.7% | 26,200 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -39.3% | 26,065 | $1.2M |
| Creative Planning | 0.00% | Reduce -4.9% | 25,239 | $1.2M |
| Essex Financial Services, Inc. | 0.08% | Add +5.5% | 24,546 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Reduce -13.0% | 24,306 | $1.1M |
| Capital City Trust Co. | 0.30% | No change | 24,301 | $1.1M |
| AlTi Global, Inc. | 0.03% | No change | 23,956 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -31.5% | 23,689 | $1.1M |
| eCIO, Inc. | 0.43% | — | 23,296 | $1.1M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Reduce -2.3% | 23,050 | $1.1M |
| Sentinel Trust Co. Lba | 0.12% | Reduce -1.8% | 22,380 | $1.0M |
| First National Corp. /Ma/ | 0.22% | Add +1.7% | 22,206 | $1.0M |
| Bell Investment Advisors, Inc | 0.18% | Add +5.6% | 21,014 | $961K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +148.3% | 20,549 | $940K |
| WESCAP Management Group, Inc. | 0.23% | Reduce -4.7% | 20,336 | $930K |
| Bragg Financial Advisors, Inc | 0.04% | Add +3.2% | 20,229 | $925K |
| Affinity Capital Advisors, LLC | 0.17% | Reduce -0.1% | 20,034 | $879K |
| Cresset Asset Management, LLC | 0.00% | No change | 18,481 | $846K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.6% | 18,317 | $838K |
| Cetera Investment Advisers | 0.00% | Add +6.7% | 17,544 | $803K |
| Corient Private Wealth LP | 0.00% | Add +5.5% | 14,942 | $780K |
| Focus Financial Network, Inc. | 0.03% | Reduce -0.0% | 16,881 | $772K |
| Commerce Bank | 0.00% | Add +12.0% | 16,735 | $766K |
| EP Wealth Advisors, LLC | 0.01% | Add +0.1% | 16,731 | $765K |
| Jones Financial Companies LLLP | 0.00% | Add +31.8% | 16,408 | $747K |
| West Coast Financial LLC | 0.08% | No change | 16,151 | $739K |
| Farrow Financial, Inc. | 0.50% | No change | 16,100 | $737K |
| Operose Advisors LLC | 0.24% | Reduce -14.4% | 15,880 | $727K |
| Evergreen Capital Management LLC | 0.02% | Reduce -0.3% | 15,603 | $714K |
| Trevian Wealth Management LLC | 0.51% | Add +0.5% | 15,589 | $713K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -1.3% | 15,124 | $692K |
| Bleakley Financial Group, LLC | 0.02% | Add +67.7% | 14,387 | $658K |
| Western Wealth Management, LLC | 0.04% | Add +7.1% | 14,150 | $647K |
| Values Added Financial LLC | 0.34% | Add +23.0% | 13,377 | $612K |
| Ally Invest Advisors Inc. | 0.05% | Add +22.7% | 13,366 | $611K |
| Matrix Asset Advisors Inc. | 0.07% | Reduce -5.0% | 13,348 | $611K |
| IMA Advisory Services, Inc. | 0.07% | Add +0.3% | 13,273 | $607K |
| Axxcess Wealth Management, LLC | 0.02% | Add +13.6% | 13,064 | $598K |
| Enclave Advisors LLC | 0.10% | Reduce -11.7% | 13,001 | $595K |
"% of holder's portfolio" is SPYX's weight in each manager's 13F, not the share of SS SPDR S&P 500 Foss FL ETF the manager owns.