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 |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.1% | 12,664 | $579K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.0% | 12,226 | $559K |
| Cibc World Market Inc. | 0.00% | Add +0.2% | 12,003 | $549K |
| Cwm, LLC | 0.00% | Add +0.3% | 11,962 | $547K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 11,250 | $515K |
| Trust Co. of Vermont | 0.03% | Reduce -3.7% | 11,120 | $509K |
| Burns J W & Co. Inc. | 0.06% | Add +1.8% | 10,100 | $462K |
| Human Investing LLC | 0.08% | Add +12.5% | 9,789 | $448K |
| Fiduciary Trust Co | 0.01% | Add +2.8% | 9,686 | $443K |
| Fiduciary Group, LLC | 0.04% | Reduce -15.8% | 9,385 | $429K |
| Horst & Graben Wealth Management LLC | 0.07% | Add +19.5% | 9,039 | $414K |
| Schmidt P J Investment Management Inc. | 0.07% | No change | 8,925 | $408K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 8,654 | $399K |
| CBIZ Investment Advisory Services, LLC | 0.02% | Add +0.3% | 8,448 | $387K |
| William Mack & Associates, Inc. | 0.33% | Add +50.3% | 8,327 | $381K |
| Addison Advisors LLC | 0.10% | No change | 8,245 | $377K |
| Cornerstone Wealth Advisors, Inc. | 0.10% | Add +20.9% | 8,084 | $370K |
| Rollins Financial Advisors, LLC | 0.06% | Add +0.3% | 8,079 | $370K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -3.5% | 8,000 | $366K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -9.9% | 7,960 | $364K |
| Diversified Trust Co. | 0.01% | No change | 7,932 | $363K |
| Dohj, LLC | 0.08% | No change | 7,804 | $357K |
| Trademark Financial Management, LLC | 0.27% | Add +1.4% | 7,785 | $356K |
| Susquehanna International Group, LLP | 0.00% | New | 7,507 | $343K |
| First Pacific Financial | 0.07% | Reduce -7.8% | 7,436 | $340K |
| Prospera Financial Services Inc | 0.01% | Add +0.1% | 7,420 | $340K |
| Walled Lake Planning & Wealth Management, LLC | 0.12% | Add +0.3% | 7,289 | $333K |
| Sovran Advisors, LLC | 0.04% | No change | 7,690 | $332K |
| NorthRock Partners, LLC | 0.01% | Add +0.2% | 7,154 | $327K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.1% | 7,133 | $326K |
| Sigma Planning Corp | 0.01% | Reduce -2.3% | 7,083 | $324K |
| Comerica Bank | 0.00% | Reduce -3.9% | 6,851 | $313K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | Reduce -59.9% | 6,531 | $299K |
| Pacific Center for Financial Services | 0.08% | Add +0.1% | 6,312 | $289K |
| Ironwood Financial, llc | 0.06% | Add +1.1% | 6,293 | $288K |
| Tiaa Trust, National Association | 0.00% | Reduce -6.6% | 6,186 | $283K |
| IHT Wealth Management, LLC | 0.01% | Add +4.7% | 6,036 | $277K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -51.9% | 5,940 | $272K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.0% | 5,926 | $271K |
| N.E.W. Advisory Services LLC | 0.02% | No change | 5,878 | $269K |
| Northern Financial Advisors Inc | 0.22% | Add +0.3% | 5,877 | $269K |
| Evanson Asset Management, LLC | 0.02% | No change | 5,648 | $258K |
| Highview Capital Management LLC | 0.11% | No change | 5,629 | $258K |
| North Berkeley Wealth Management, LLC | 0.26% | No change | 5,557 | $254K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +2.8% | 5,542 | $254K |
| Brown Advisory Inc. | 0.00% | Add +1.0% | 5,467 | $250K |
| US Bancorp \de | 0.00% | No change | 5,459 | $250K |
| WBH Advisory Inc. | 0.02% | No change | 5,454 | $250K |
| Ballentine Partners, LLC | 0.00% | Add +15.1% | 5,450 | $249K |
| MRA Advisory Group | 0.13% | No change | 5,449 | $249K |
| Sandy Spring Bank | 0.01% | No change | 5,419 | $248K |
| Tortoise Investment Management, LLC | 0.02% | No change | 4,795 | $219K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.5% | 4,758 | $218K |
| 4Thought Financial Group Inc. | 0.13% | Reduce -10.9% | 4,692 | $215K |
| UMB Bank, n.a. | 0.00% | No change | 4,680 | $214K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -8.6% | 4,644 | $212K |
| Smithfield Trust Co | 0.01% | No change | 4,647 | $212K |
| Dakota Wealth Management | 0.00% | No change | 4,619 | $211K |
| Koesten, Hirschmann & Crabtree, INC. | 0.12% | No change | 4,610 | $211K |
| Alpha Omega Wealth Management LLC | 0.04% | No change | 4,550 | $208K |
| Key Financial Inc | 0.05% | No change | 4,540 | $208K |
| Rockingstone Advisors LLC | 0.09% | Reduce -41.2% | 4,510 | $206K |
| Willow Creek Wealth Management Inc. | 0.02% | Reduce -2.5% | 4,458 | $204K |
| Savant Capital, LLC | 0.00% | No change | 4,455 | $204K |
| Scotia Capital Inc. | 0.00% | Reduce -13.3% | 4,447 | $203K |
| Tidemark, LLC | 0.06% | Reduce -0.2% | 3,532 | $162K |
| Urban Financial Advisory Corp | 0.09% | Add +0.3% | 3,479 | $159K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -5.1% | 3,432 | $157K |
| TCTC Holdings, LLC | 0.00% | New | 3,000 | $137K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.8% | 2,879 | $132K |
| Citigroup Inc. | 0.00% | No change | 2,550 | $117K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 2,544 | $116K |
| Evermay Wealth Management LLC | 0.01% | No change | 2,310 | $106K |
| Flagship Wealth Advisors, LLC | 0.04% | No change | 2,086 | $95K |
| Rothschild Investment LLC | 0.01% | No change | 1,920 | $88K |
| AE Wealth Management LLC | 0.00% | Reduce -0.1% | 1,920 | $88K |
| Robinswood Financial LLC | 0.03% | Reduce -0.7% | 1,873 | $86K |
| Kennebec Savings Bank | 0.09% | Reduce -2.8% | 1,823 | $83K |
| Capital Analysts, LLC | 0.00% | No change | 1,809 | $83K |
| Proffitt & Goodson Inc. | 0.01% | Add +48.9% | 1,766 | $81K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,755 | $80K |
| Parallel Advisors, LLC | 0.00% | No change | 1,671 | $76K |
| Allworth Financial LP | 0.00% | Add +0.1% | 1,655 | $74K |
| Investors Research Corp | 0.02% | No change | 1,557 | $71K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -7.1% | 1,254 | $57K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -4.7% | 1,168 | $53K |
| Blair William & Co. | 0.00% | No change | 1,128 | $52K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,060 | $48K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -2.3% | 1,011 | $46K |
| Lanark Financial, Inc. | 0.00% | — | 960 | $43K |
| PrairieView Partners, LLC | 0.00% | No change | 798 | $36K |
| Asset Dedication, LLC | 0.00% | No change | 780 | $36K |
| Hager Investment Management Services, LLC | 0.02% | Add +1.8% | 757 | $35K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -2.3% | 713 | $32K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.3% | 695 | $32K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 677 | $31K |
| Painted Porch Advisors LLC | 0.01% | Add +16.8% | 569 | $26K |
| Northwest Capital Management Inc | 0.01% | No change | 568 | $26K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 540 | $25K |
| Private Trust Co. NA | 0.00% | No change | 471 | $22K |
| Crewe Advisors LLC | 0.00% | Add +0.3% | 384 | $18K |
| Farther Finance Advisors, LLC | 0.00% | No change | 339 | $16K |
| Bristlecone Advisors, LLC | 0.00% | Add +16.0% | 327 | $15K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 325 | $15K |
| TFC Financial Management, Inc. | 0.00% | New | 307 | $14K |
| Westside Investment Management, Inc. | 0.00% | Reduce -64.3% | 300 | $14K |
| Creative Financial Designs Inc. | 0.00% | No change | 219 | $10K |
| Sachetta, LLC | 0.00% | Add +0.8% | 130 | $6K |
| Continuum Advisory, LLC | 0.00% | No change | 94 | $4K |
| Heritage Wealth Advisors | 0.00% | New | 87 | $4K |
| Geneos Wealth Management Inc. | 0.00% | No change | 80 | $4K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 71 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 38 | $2K |
| North Star Investment Management Corp. | 0.00% | No change | 34 | $2K |
| WPG Advisers, LLC | 0.00% | No change | 29 | $1K |
| Qube Research & Technologies Ltd | 0.00% | New | 7 | $320 |
"% 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.