SS SPDR S&P 500 Foss FL ETFSPYXETF

13F holders, Q4 2025 (December 31)
248holders +11
19new positions
10sold out
1famous investor
$56.39avg. 13F price*

At the end of Q4 2025, 248 institutions reported holding SS SPDR S&P 500 Foss FL ETF (SPYX) in their 13F filings, up 11 from Q3 2025. 19 opened new positions and 10 sold out. The largest holders were Windmill Hill Asset Management Ltd ($356.3M), Choate Investment Advisors ($133.8M) and Betterment LLC ($109.0M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
SS SPDR S&P 500 Foss FL ETF
Filed as
SPDR SERIES TRUST (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions19$26.8M
Exits10$3.9M

All 13F filers, Q3 2025 → Q4 2025: 1,509,308 shares bought and 828,641 shares sold, net +680,667 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 248 holders

Windmill Hill Asset Management Ltd 83.48% Add +6.9% 6,341,875 $356.3M
Choate Investment Advisors 2.63% Reduce -2.5% 2,381,460 $133.8M
Betterment LLC 0.21% Add +0.3% 1,940,078 $109.0M
Bank of New York Mellon Corp 0.01% Reduce -8.8% 1,302,237 $73.2M
Bank of America Corp. 0.00% Add +6.9% 949,717 $53.4M
PNC Financial Services Group, Inc. 0.02% Add +2.8% 522,214 $29.3M
LPL Financial LLC 0.01% Add +9.4% 481,995 $27.1M
Gemmer Asset Management LLC 1.92% Add +0.4% 443,447 $24.9M
Morgan Stanley 0.00% Add +4.5% 433,413 $24.4M
Spinnaker Trust 1.29% Add +0.9% 427,850 $24.0M
Beacon Pointe Advisors, LLC 0.16% New 393,370 $22.1M
Partners Capital Investment Group, LLP 0.75% Add +24.8% 356,322 $20.0M
Rathbones Group PLC 0.07% No change 336,612 $18.9M
Allianz SE 0.22% Add +5.7% 298,008 $16.7M
Pathstone Holdings, LLC 0.06% Reduce -4.7% 266,117 $15.0M
Ameriprise Financial Inc. 0.00% Add +22.0% 235,307 $13.2M
Mariner, LLC 0.02% Add +162.1% 231,043 $13.0M
Royal Bank of Canada 0.00% Add +2.0% 219,012 $12.3M
Gould Asset Management LLC 1.79% Reduce -2.0% 179,381 $10.1M
Commonwealth Equity Services, LLC 0.01% Add +22.3% 175,656 $9.9M
Retirement Income Solutions, Inc. 1.65% Add +0.1% 173,073 $9.7M
Rockefeller Capital Management L.P. 0.02% Add +2.8% 161,929 $9.1M
Cerity Partners LLC 0.01% Add +5.5% 153,828 $8.6M
Cambridge Investment Research Advisors, Inc. 0.02% Add +0.5% 141,343 $7.9M
Seeds Investor LLC 1.44% Add +16.9% 134,088 $7.5M
Sei Investments Co. 0.01% Reduce -7.5% 121,872 $6.8M
UBS Group AG 0.00% Add +3.4% 113,188 $6.4M
Xponance LLC 0.05% Reduce -18.6% 112,864 $6.3M
Foster Dykema Cabot & Partners, LLC 0.35% Reduce -0.7% 100,831 $5.7M
Tiff Advisory Services, LLC 0.84% Reduce -74.5% 86,503 $4.9M
Crux Wealth Advisors 1.79% Reduce -1.2% 85,697 $4.8M
Harbour Investments, Inc. 0.10% Add +5.0% 84,277 $4.7M
Wells Fargo & Company 0.00% Reduce -4.8% 75,894 $4.3M
Flputnam Investment Management Co. 0.06% Add +0.8% 75,694 $4.3M
Stonehearth Capital Management, LLC 1.48% Reduce -0.3% 71,322 $4.0M
Brown Brothers Harriman & Co. 0.02% No change 65,877 $3.7M
Milestone Investment Advisors LLC 0.83% Reduce -4.9% 60,814 $3.4M
Axxcess Wealth Management, LLC 0.05% Add +9.3% 50,913 $2.9M
NerdWallet Wealth Partners, LLC 1.25% Reduce -3.7% 4,099 $2.8M
HighTower Advisors, LLC 0.00% Add +5.6% 48,557 $2.7M
Modera Wealth Management, LLC 0.03% Reduce -0.3% 46,873 $2.6M
Osaic Holdings, Inc. 0.00% Add +45.4% 46,101 $2.6M
Creative Planning 0.00% Add +0.3% 45,260 $2.5M
Susquehanna International Group, LLP 0.00% Reduce -19.4% 45,224 $2.5M
Agf Management Ltd. 0.01% Reduce -8.3% 44,225 $2.5M
Marino, Stram & Associates LLC 0.39% Reduce -9.8% 38,334 $2.2M
Raymond James Financial Inc. 0.00% Add +12.0% 37,564 $2.1M
Oxler Private Wealth LLC 0.59% Add +0.2% 36,180 $2.0M
Boyd Wealth Management, LLC 0.86% Add +1.4% 36,151 $2.0M
Envestnet Asset Management Inc. 0.00% Add +16.4% 35,008 $2.0M
PFG Advisors 0.10% Reduce -21.3% 34,985 $2.0M
FMR LLC 0.00% Add +50.5% 34,454 $1.9M
Investment Research & Advisory Group, Inc. 0.64% Reduce -1.8% 2,820 $1.9M
Maseco LLP 0.08% Reduce -0.8% 34,150 $1.9M
Fortis Capital Management LLC 0.24% Reduce -0.7% 31,651 $1.8M
United Capital Financial Advisors, LLC 0.01% Add +3.0% 30,322 $1.7M
Citizens Financial Group Inc. 0.02% Reduce -3.2% 30,200 $1.7M
OneDigital Investment Advisors LLC 0.02% Add +1.4% 29,374 $1.7M
Goldman Sachs Group Inc. 0.00% Reduce -39.9% 29,160 $1.6M
AQR Capital Management 0.00% Add +120.3% 28,572 $1.6M
Clear Harbor Asset Management, LLC 0.11% Add +0.7% 27,825 $1.6M
Tidal Investments LLC 0.01% Reduce -8.5% 27,802 $1.6M
JPMorgan Chase & Co. 0.00% No change 27,767 $1.6M
MML Investors Services, LLC 0.00% Reduce -0.8% 26,794 $1.5M
Wealthfront Advisers LLC 0.00% Reduce -2.6% 25,626 $1.4M
Alesco Advisors, LLC, An ESL Co 0.04% Add +13.1% 25,470 $1.4M
Hanson & Doremus Investment Management 0.17% Reduce -4.0% 25,461 $1.4M
PFG Investments, LLC 0.07% Reduce -1.8% 24,830 $1.4M
AlTi Global, Inc. 0.03% Reduce -1.6% 24,496 $1.4M
Capital City Trust Co. 0.30% No change 24,183 $1.4M
Essex Financial Services, Inc. 0.08% Add +0.0% 23,612 $1.3M
WESCAP Management Group, Inc. 0.27% No change 23,393 $1.3M
Bradley Foster & Sargent Inc. 0.02% Add +12.8% 21,564 $1.2M
Operose Advisors LLC 0.28% Add +40.4% 21,557 $1.2M
Cetera Investment Advisers 0.00% Add +3.6% 21,325 $1.2M
Sentinel Trust Co. Lba 0.12% Reduce -2.3% 21,265 $1.2M
Kestra Advisory Services, LLC 0.00% Add +67.9% 20,952 $1.2M
eCIO, Inc. 0.54% Reduce -3.2% 20,586 $1.2M
Avior Wealth Management, LLC 0.04% Add +21.2% 20,559 $1.2M
Bragg Financial Advisors, Inc 0.04% Add +0.6% 20,059 $1.1M
Affinity Capital Advisors, LLC 0.15% Add +0.0% 19,755 $1.1M
Bell Investment Advisors, Inc 0.18% Reduce -0.3% 19,750 $1.1M
Bridgewater Advisors Inc. 0.07% Add +3.1% 19,694 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +10.2% 19,154 $1.1M
Western Wealth Management, LLC 0.05% Add +32.8% 19,268 $1.1M
HighPoint Advisor Group LLC 0.02% New 18,513 $1.0M
Cresset Asset Management, LLC 0.00% No change 18,481 $1.0M
Truist Financial Corp. 0.00% Reduce -0.3% 18,441 $1.0M
Johnson Financial Group, LLC 0.06% Add +349.1% 18,311 $1.0M
Jones Financial Companies LLLP 0.00% Reduce -9.5% 18,024 $1.0M
Red Reef Advisors LLC 1.01% — 17,622 $990K
Focus Financial Network, Inc. 0.03% Add +7.5% 16,973 $954K
EP Wealth Advisors, LLC 0.00% — 16,401 $922K
IMA Advisory Services, Inc. 0.09% Add +0.2% 16,238 $912K
Cwm, LLC 0.00% Add +56.6% 16,047 $902K
Trevian Wealth Management LLC 0.42% No change 15,686 $881K
Farrow Financial, Inc. 0.50% No change 15,354 $863K
Commerce Bank 0.00% No change 15,330 $861K
Ameritas Investment Partners, Inc. 0.03% Add +1.4% 15,210 $855K
Moneta Group Investment Advisors LLC 0.01% Add +1.6% 13,585 $763K

"% 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.

Show all 248 holders