SS SPDR S&P 500 Foss FL ETFSPYXETF

13F holders, Q2 2025 (June 30)
237holders +21
29new positions
11sold out
1famous investor
$51.02avg. 13F price*

At the end of Q2 2025, 237 institutions reported holding SS SPDR S&P 500 Foss FL ETF (SPYX) in their 13F filings, up 21 from Q1 2025. 29 opened new positions and 11 sold out. The largest holders were Windmill Hill Asset Management Ltd ($302.1M), Choate Investment Advisors ($128.2M) and Betterment LLC ($98.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS SPDR S&P 500 Foss FL ETF
Filed as
SPDR SERIES TRUST (Q2 2025)
CUSIP
78468R796
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 199Q1 2024Q2 2024: 205Q2 2024Q3 2024: 215Q3 2024Q4 2024: 221Q4 2024Q1 2025: 216Q1 2025Q2 2025: 237Q2 2025Q3 2025: 237Q3 2025Q4 2025: 248Q4 2025Q1 2026: 250Q1 2026Q2 2026: 269Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions29$13.1M
Exits11$11.3M

All 13F filers, Q1 2025 → Q2 2025: 540,951 shares bought and 1,395,097 shares sold, net −854,146 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 237 holders

Windmill Hill Asset Management Ltd 83.22% No change 5,932,425 $302.1M
Choate Investment Advisors 2.78% Reduce -1.3% 2,516,995 $128.2M
Betterment LLC 0.21% Add +0.0% 1,934,222 $98.5M
Bank of New York Mellon Corp 0.01% Add +0.3% 1,426,657 $72.7M
Bank of America Corp. 0.00% Add +6.7% 846,160 $43.1M
PNC Financial Services Group, Inc. 0.02% Add +4.9% 503,283 $25.6M
LPL Financial LLC 0.01% Reduce -1.8% 464,003 $23.6M
Morgan Stanley 0.00% Add +2.5% 413,854 $21.1M
Gemmer Asset Management LLC 1.84% Add +1.7% 407,142 $20.7M
Sensible Financial Planning & Management, LLC. 3.73% Reduce -0.3% 385,557 $19.6M
Rathbones Group PLC 0.07% Reduce -19.7% 336,612 $17.1M
Pathstone Holdings, LLC 0.07% Reduce -0.7% 333,841 $17.0M
Spinnaker Trust 0.92% Reduce -0.8% 298,944 $15.2M
Allianz SE 0.33% No change 273,508 $13.9M
Royal Bank of Canada 0.00% Add +4.1% 218,923 $11.2M
Partners Capital Investment Group, LLP 0.40% Reduce -77.1% 192,077 $9.8M
Ameriprise Financial Inc. 0.00% Add +8.1% 185,338 $9.4M
Retirement Income Solutions, Inc. 1.66% Reduce -6.8% 178,080 $9.1M
Gould Asset Management LLC 1.73% Reduce -2.0% 173,579 $8.8M
Rockefeller Capital Management L.P. 0.02% Reduce -38.0% 158,132 $8.1M
Cerity Partners LLC 0.01% Add +30.4% 147,038 $7.5M
Commonwealth Equity Services, LLC 0.01% Add +8.6% 143,825 $7.3M
Sei Investments Co. 0.01% Add +2.5% 138,231 $7.0M
Institute for Wealth Management, LLC. 0.75% Reduce -2.2% 131,654 $6.7M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -1.8% 125,644 $6.4M
Foster Dykema Cabot & Partners, LLC 0.41% Reduce -0.6% 114,546 $5.8M
UBS Group AG 0.00% Reduce -2.4% 98,152 $5.0M
Harbour Investments, Inc. 0.12% Add +0.6% 91,072 $4.6M
Mariner, LLC 0.01% Reduce -2.4% 89,228 $4.5M
Wells Fargo & Company 0.00% Add +17.1% 85,546 $4.4M
Crux Wealth Advisors 1.85% New 85,108 $4.3M
Flputnam Investment Management Co. 0.07% Add +2.7% 74,757 $3.8M
Stonehearth Capital Management, LLC 1.53% Add +4.1% 72,472 $3.7M
Milestone Investment Advisors LLC 0.85% Reduce -6.3% 64,048 $3.3M
Modera Wealth Management, LLC 0.03% Add +0.8% 48,732 $2.5M
Agf Management Ltd. 0.01% Add +1.7% 47,625 $2.4M
PFG Advisors 0.11% Reduce -4.0% 47,075 $2.4M
Creative Planning 0.00% Add +78.9% 45,144 $2.3M
Baird Financial Group, Inc. 0.00% Reduce -11.7% 44,208 $2.3M
Marino, Stram & Associates LLC 0.44% Add +17.3% 42,335 $2.2M
HighTower Advisors, LLC 0.00% Reduce -1.6% 39,267 $2.0M
Boyd Wealth Management, LLC 0.82% Add +19.7% 37,365 $1.9M
Oxler Private Wealth LLC 0.59% Add +0.2% 36,981 $1.9M
Maseco LLP 0.07% — 36,672 $1.9M
Investment Research & Advisory Group, Inc. 0.67% Add +2.6% 2,920 $1.8M
Raymond James Financial Inc. 0.00% Add +7.1% 32,878 $1.7M
Envestnet Asset Management Inc. 0.00% Reduce -19.9% 32,578 $1.7M
Corient Private Wealth LP 0.00% Add +72.9% 25,833 $1.7M
Osaic Holdings, Inc. 0.00% Reduce -17.3% 32,513 $1.7M
Fortis Capital Management LLC 0.25% Reduce -44.4% 31,893 $1.6M
OneDigital Investment Advisors LLC 0.02% Reduce -5.0% 31,422 $1.6M
Citizens Financial Group Inc. 0.03% No change 31,200 $1.6M
Tidal Investments LLC 0.01% New 30,469 $1.6M
Goldman Sachs Group Inc. 0.00% Add +2.0% 29,753 $1.5M
United Capital Financial Advisors, LLC 0.01% Add +0.2% 27,839 $1.4M
Clear Harbor Asset Management, LLC 0.11% No change 27,645 $1.4M
MML Investors Services, LLC 0.00% Reduce -0.7% 27,103 $1.4M
JPMorgan Chase & Co. 0.00% Add +13.8% 26,971 $1.4M
Arax Advisory Partners 0.06% New 26,762 $1.4M
Hanson & Doremus Investment Management 0.18% No change 26,511 $1.4M
Wealthfront Advisers LLC 0.00% Add +5.8% 25,712 $1.3M
PFG Investments, LLC 0.08% Reduce -2.3% 25,603 $1.3M
WESCAP Management Group, Inc. 0.29% Add +22.0% 24,803 $1.3M
Essex Financial Services, Inc. 0.08% Add +0.0% 24,553 $1.3M
Capital City Trust Co. 0.32% Reduce -0.5% 24,183 $1.2M
IMC-Chicago, LLC 0.03% Reduce -26.1% 23,830 $1.2M
Sentinel Trust Co. Lba 0.13% Add +6.4% 23,805 $1.2M
eCIO, Inc. 0.50% Add +0.3% 23,356 $1.2M
AlTi Global, Inc. 0.03% Reduce -2.8% 23,289 $1.2M
Alesco Advisors, LLC, An ESL Co 0.03% Add +0.6% 23,180 $1.2M
First National Corp. /Ma/ 0.24% Add +3.5% 22,986 $1.2M
Susquehanna International Group, LLP 0.00% Add +200.6% 22,565 $1.1M
Bell Investment Advisors, Inc 0.18% Reduce -1.9% 20,617 $1.1M
FMR LLC 0.00% Reduce -27.6% 20,342 $1.0M
Bragg Financial Advisors, Inc 0.04% Reduce -1.5% 19,931 $1.0M
Affinity Capital Advisors, LLC 0.17% Reduce -1.0% 19,830 $1.0M
Jones Financial Companies LLLP 0.00% Add +21.7% 19,965 $1.0M
Bridgewater Advisors Inc. 0.08% Reduce -35.8% 19,231 $1.0M
Bradley Foster & Sargent Inc. 0.02% Reduce -28.4% 19,115 $974K
Truist Financial Corp. 0.00% Reduce -28.5% 18,625 $949K
Cresset Asset Management, LLC 0.00% No change 18,481 $941K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -3.9% 17,595 $905K
EP Wealth Advisors, LLC 0.01% Add +6.0% 17,736 $903K
Farrow Financial, Inc. 0.50% No change 16,100 $820K
Bailard, Inc. 0.02% Reduce -51.7% 15,616 $795K
Trevian Wealth Management LLC 0.48% No change 15,589 $794K
Commerce Bank 0.00% Reduce -8.4% 15,330 $781K
Ameritas Investment Partners, Inc. 0.02% Add +0.3% 15,169 $773K
Cetera Investment Advisers 0.00% Reduce -14.0% 15,087 $768K
Seeds Investor LLC 0.17% New 14,541 $741K
Western Wealth Management, LLC 0.04% Add +2.5% 14,498 $738K
Focus Financial Network, Inc. 0.03% Reduce -15.0% 14,343 $730K
Bleakley Financial Group, LLC 0.02% Reduce -0.3% 14,342 $730K
JFG Wealth Management, LLC 0.15% Reduce -75.6% 14,234 $725K
Operose Advisors LLC 0.19% Reduce -14.8% 13,536 $689K
Axxcess Wealth Management, LLC 0.02% Add +3.4% 13,513 $688K
Matrix Asset Advisors Inc. 0.07% No change 13,348 $680K
Kestra Advisory Services, LLC 0.00% Add +124.6% 13,340 $679K
IMA Advisory Services, Inc. 0.07% Add +0.3% 13,307 $678K
Stifel Financial Corp. 0.00% Reduce -76.9% 12,875 $656K
Enclave Advisors LLC 0.10% Reduce -2.3% 12,705 $647K
Moneta Group Investment Advisors LLC 0.01% Reduce -0.1% 12,649 $644K
Cwm, LLC 0.00% Reduce -0.3% 11,920 $607K
Avior Wealth Management, LLC 0.02% New 11,579 $590K
Cibc World Market Inc. 0.00% Reduce -3.8% 11,543 $588K
Values Added Financial LLC 0.28% Reduce -13.8% 11,537 $588K
Ally Invest Advisors Inc. 0.05% Reduce -14.7% 11,397 $580K
Trust Co. of Vermont 0.03% Add +2.3% 11,371 $579K
Jane Street Group, LLC 0.00% New 11,024 $561K
BLVD Private Wealth, LLC 0.52% — 10,822 $551K
Burns J W & Co. Inc. 0.06% Add +4.0% 10,500 $535K
Human Investing LLC 0.08% Add +5.5% 10,329 $526K
Fiduciary Group, LLC 0.05% Add +6.3% 9,972 $508K
Citadel Advisors 0.00% New 9,392 $478K
William Mack & Associates, Inc. 0.30% Add +11.8% 9,309 $474K
Thrivent Financial for Lutherans 0.00% New 9,171 $467K
Schmidt P J Investment Management Inc. 0.08% No change 8,925 $455K
Chicago Partners Investment Group LLC 0.01% No change 8,654 $451K
Horst & Graben Wealth Management LLC 0.07% Reduce -3.2% 8,747 $446K
CBIZ Investment Advisory Services, LLC 0.02% Add +0.3% 8,470 $431K
Sigma Planning Corp 0.01% Add +18.5% 8,396 $428K
Bank of Montreal 0.00% New 8,295 $422K
Cornerstone Wealth Advisors, Inc. 0.11% Add +1.5% 8,204 $418K
Great Valley Advisor Group, Inc. 0.01% New 8,090 $412K
Rollins Financial Advisors, LLC 0.07% No change 8,079 $411K
Douglass Winthrop Advisors, LLC 0.01% No change 8,000 $407K
Diversified Trust Co. 0.01% No change 7,932 $404K
Trademark Financial Management, LLC 0.24% No change 7,785 $396K
Golden State Wealth Management, LLC 0.05% Reduce -2.3% 7,779 $396K
Sovran Advisors, LLC 0.04% No change 7,690 $392K
First Pacific Financial 0.06% Add +0.2% 7,448 $379K
Prospera Financial Services Inc 0.01% No change 7,420 $378K
Walled Lake Planning & Wealth Management, LLC 0.12% Add +0.3% 7,308 $372K
Financial Insights, Inc. 0.14% New 7,266 $370K
MRA Advisory Group 0.17% Add +32.6% 7,227 $368K
NorthRock Partners, LLC 0.01% No change 7,154 $364K
North Berkeley Wealth Management, LLC 0.33% Add +27.7% 7,098 $362K
Mercer Global Advisors Inc. 0.00% Reduce -1.6% 7,020 $358K
Dohj, LLC 0.10% No change 7,804 $344K
Comerica Bank 0.00% Reduce -3.4% 6,619 $337K
Pacific Center for Financial Services 0.09% Add +0.1% 6,320 $322K
Tiaa Trust, National Association 0.00% No change 6,186 $315K
Addison Advisors LLC 0.08% Reduce -25.6% 6,135 $312K
N.E.W. Advisory Services LLC 0.03% Add +0.3% 5,894 $300K
Northern Financial Advisors Inc 0.23% Add +0.3% 5,892 $300K
Highview Capital Management LLC 0.11% Add +2.6% 5,777 $294K
Fiduciary Trust Co 0.00% Reduce -40.4% 5,770 $294K
Ironwood Financial, llc 0.06% No change 6,293 $288K
Evanson Asset Management, LLC 0.02% No change 5,648 $288K
IHT Wealth Management, LLC 0.01% Reduce -7.9% 5,558 $283K
Brown Advisory Inc. 0.00% No change 5,467 $278K
Wealthcare Advisory Partners LLC 0.01% Reduce -7.8% 5,465 $278K
US Bancorp \de 0.00% No change 5,459 $278K
WBH Advisory Inc. 0.02% No change 5,454 $278K
Atlantic Union Bankshares Corp 0.01% New 5,419 $276K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.05% Reduce -18.4% 5,331 $272K
Signature Estate & Investment Advisors LLC 0.01% Reduce -3.8% 5,331 $272K
Evergreen Capital Management LLC 0.01% Reduce -66.0% 5,298 $270K
Foronjy Financial LLC 0.12% — 5,158 $263K
4Thought Financial Group Inc. 0.13% Add +5.3% 4,942 $252K
Tortoise Investment Management, LLC 0.02% Add +0.8% 4,835 $246K
Ballentine Partners, LLC 0.00% Reduce -13.1% 4,734 $241K
UMB Bank, n.a. 0.00% No change 4,680 $238K
Smithfield Trust Co 0.01% No change 4,647 $237K
Apollon Wealth Management, LLC 0.00% Add +0.0% 4,646 $237K
NewEdge Advisors, LLC 0.00% Reduce -2.8% 4,627 $236K
Dakota Wealth Management 0.01% No change 4,619 $235K
Alpha Omega Wealth Management LLC 0.04% No change 4,550 $232K
Key Financial Inc 0.05% No change 4,540 $231K
Rockingstone Advisors LLC 0.12% No change 4,510 $230K
Wilmington Savings Fund Society, FSB 0.00% Reduce -60.0% 4,500 $229K
Savant Capital, LLC 0.00% No change 4,455 $227K
Scotia Capital Inc. 0.00% No change 4,447 $226K
Willow Creek Wealth Management Inc. 0.02% Reduce -0.9% 4,417 $225K
FSM Wealth Advisors, LLC 0.04% New 4,386 $224K
Waverly Advisors, LLC 0.00% New 4,311 $220K
Equitable Holdings, Inc. 0.00% New 4,186 $213K
Johnson Financial Group, LLC 0.02% New 4,077 $208K
Northwestern Mutual Wealth Management Co. 0.00% Add +40.7% 4,052 $206K
Members Trust Co 0.01% New 3,930 $200K
Eastern Bank 0.00% New 3,411 $174K
TCTC Holdings, LLC 0.00% No change 3,000 $153K
Johnson Financial Group, Inc. 0.01% Reduce -17.7% 2,826 $144K
Tidemark, LLC 0.05% Reduce -20.9% 2,793 $142K
Citigroup Inc. 0.00% No change 2,550 $130K
Washington Trust Advisors, Inc. 0.01% No change 2,544 $130K
Global Retirement Partners, LLC 0.00% — 2,417 $123K
Evermay Wealth Management LLC 0.01% No change 2,310 $118K
Flagship Wealth Advisors, LLC 0.04% Reduce -2.6% 2,032 $103K
GPS Wealth Strategies Group, LLC 0.01% Add +179.1% 1,940 $99K
Rothschild Investment LLC 0.01% No change 1,920 $98K
AE Wealth Management LLC 0.00% No change 1,920 $98K
Robinswood Financial LLC 0.03% Reduce -2.5% 1,827 $93K
Kennebec Savings Bank 0.09% No change 1,823 $93K
Proffitt & Goodson Inc. 0.01% Add +2.8% 1,816 $92K
Capital Analysts, LLC 0.00% No change 1,809 $92K
Steward Partners Investment Advisory, LLC 0.00% No change 1,755 $89K
Allworth Financial LP 0.00% Add +0.1% 1,656 $84K
Investors Research Corp 0.02% No change 1,557 $79K
National Bank of Canada 0.00% New 1,392 $71K
TD Waterhouse Canada Inc. 0.00% Add +3.4% 1,297 $66K
Parallel Advisors, LLC 0.00% Reduce -28.2% 1,200 $61K
Princeton Global Asset Management LLC 0.01% Add +0.3% 1,171 $60K
Blair William & Co. 0.00% No change 1,128 $57K
Brooklyn Investment Group 0.01% New 1,084 $55K
Hantz Financial Services, Inc. 0.00% New 1,084 $55K
AdvisorNet Financial, Inc 0.00% Add +5.9% 1,071 $55K
Lanark Financial, Inc. 0.00% No change 960 $48K
PrairieView Partners, LLC 0.00% No change 798 $40K
Asset Dedication, LLC 0.00% No change 780 $40K
Hager Investment Management Services, LLC 0.02% Add +1.7% 770 $39K
Smartleaf Asset Management LLC 0.00% Reduce -3.2% 690 $35K
Larson Financial Group LLC 0.00% Add +0.1% 678 $35K
Farther Finance Advisors, LLC 0.00% Add +85.0% 627 $32K
Painted Porch Advisors LLC 0.01% No change 569 $29K
Cranbrook Wealth Management, LLC 0.01% No change 540 $28K
Harbor Asset Planning, Inc. 0.03% — 531 $27K
Private Trust Co. NA 0.00% No change 471 $24K
Crewe Advisors LLC 0.00% Add +0.3% 385 $20K
CoreCap Advisors, LLC 0.00% New 356 $18K
Bristlecone Advisors, LLC 0.00% No change 327 $17K
Atlas Capital Advisors Inc. 0.00% No change 325 $17K
Ameritas Advisory Services, LLC 0.00% New 321 $16K
TFC Financial Management, Inc. 0.00% Add +0.3% 308 $16K
Westside Investment Management, Inc. 0.00% No change 300 $15K
Twin Peaks Wealth Advisors, LLC 0.00% New 262 $14K
Creative Financial Designs Inc. 0.00% No change 219 $11K
Sound Income Strategies, LLC 0.00% New 202 $10K
Sachetta, LLC 0.00% No change 130 $7K
Plante Moran Financial Advisors, LLC 0.00% New 109 $6K
Grove Bank & Trust 0.00% New 100 $5K
Geneos Wealth Management Inc. 0.00% Add +7.5% 86 $4K
Iron Horse Wealth Management, LLC 0.00% No change 38 $2K
North Star Investment Management Corp. 0.00% No change 34 $2K
WPG Advisers, LLC 0.00% No change 29 $1K
Dunhill Financial, LLC 0.00% New 12 $611
Simplex Trading, LLC 0.00% New 1 $0

"% 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.