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
Facet Wealth, Inc. 0.01% Reduce -0.1% 13,215 $755K
Matrix Asset Advisors Inc. 0.07% No change 13,023 $732K
Stifel Financial Corp. 0.00% Add +2.7% 12,945 $727K
Ally Invest Advisors Inc. 0.05% Add +0.2% 12,342 $693K
Values Added Financial LLC 0.27% No change 11,537 $648K
Cibc World Market Inc. 0.00% No change 11,458 $644K
Enclave Advisors LLC 0.09% Reduce -10.8% 11,327 $636K
Trust Co. of Vermont 0.03% No change 11,251 $632K
William Mack & Associates, Inc. 0.28% Add +12.8% 10,634 $598K
Burns J W & Co. Inc. 0.07% No change 10,600 $596K
Endeavor Private Wealth, Inc. 0.17% Reduce -1.5% 10,361 $582K
Human Investing LLC 0.08% New 10,329 $580K
Fiduciary Group, LLC 0.05% No change 9,972 $560K
Cornerstone Wealth Advisors, Inc. 0.12% Reduce -0.0% 9,385 $527K
SteelPeak Wealth, LLC 0.02% Add +1.5% 9,268 $521K
Corient Private Wealth LP 0.00% Reduce -65.4% 8,965 $504K
Schmidt P J Investment Management Inc. 0.08% No change 8,925 $501K
Chicago Partners Investment Group LLC 0.01% No change 8,654 $490K
Thrivent Financial for Lutherans 0.00% New 8,650 $486K
NewEdge Advisors, LLC 0.00% Add +81.4% 8,637 $485K
Bailard, Inc. 0.01% Reduce -44.4% 8,632 $485K
Golden State Wealth Management, LLC 0.05% Add +11.4% 8,619 $484K
Captrust Financial Advisors 0.00% New 8,555 $481K
CBIZ Investment Advisory Services, LLC 0.02% No change 8,490 $477K
Integrated Wealth Concepts LLC 0.01% New 8,461 $475K
Sigma Planning Corp 0.01% Add +0.6% 8,440 $474K
First Manhattan Co. Llc. 0.00% New 8,409 $473K
BLVD Private Wealth, LLC 0.40% Reduce -18.7% 8,142 $457K
Rollins Financial Advisors, LLC 0.07% No change 8,079 $454K
Douglass Winthrop Advisors, LLC 0.01% No change 8,000 $450K
One Capital Management, LLC 0.01% Add +13.5% 7,959 $447K
Diversified Trust Co. 0.01% No change 7,932 $446K
Sovran Advisors, LLC 0.04% No change 7,690 $438K
Trademark Financial Management, LLC 0.24% No change 7,785 $437K
Mercer Global Advisors Inc. 0.00% Reduce -10.0% 7,637 $429K
Horst & Graben Wealth Management LLC 0.06% Reduce -12.8% 7,506 $422K
North Berkeley Wealth Management, LLC 0.25% No change 7,436 $418K
Great Valley Advisor Group, Inc. 0.01% Reduce -8.7% 7,390 $415K
Walled Lake Planning & Wealth Management, LLC 0.13% Add +0.2% 7,335 $412K
Global Retirement Partners, LLC 0.01% Reduce -2.5% 7,240 $407K
Financial Insights, Inc. 0.14% Reduce -2.5% 7,168 $403K
NorthRock Partners, LLC 0.01% No change 7,154 $402K
Sankala Group LLC 0.32% — 7,036 $395K
Foronjy Financial LLC 0.16% Reduce -2.4% 6,991 $393K
Prospera Financial Services Inc 0.01% Reduce -0.3% 6,975 $392K
&partners 0.00% New 6,651 $374K
US Bancorp \de 0.00% Add +14.7% 6,259 $352K
MRA Advisory Group 0.15% No change 6,227 $350K
Tiaa Trust, National Association 0.00% No change 6,186 $348K
Comerica Bank 0.00% Reduce -0.2% 6,017 $338K
Ironwood Financial, llc 0.06% Add +0.3% 5,860 $335K
Bank of Montreal 0.00% No change 5,900 $332K
Highview Capital Management LLC 0.11% No change 5,777 $325K
N.E.W. Advisory Services LLC 0.02% Add +0.0% 5,700 $320K
Evanson Asset Management, LLC 0.02% No change 5,648 $317K
Signature Estate & Investment Advisors LLC 0.01% Add +1.6% 5,543 $311K
First Pacific Financial 0.04% Reduce -2.6% 5,491 $309K
Private Advisor Group, LLC 0.00% Add +3.9% 5,476 $308K
Brown Advisory Inc. 0.00% No change 5,467 $307K
Atlantic Union Bankshares Corp 0.01% Reduce -1.3% 5,349 $301K
IHT Wealth Management, LLC 0.01% Reduce -0.5% 5,310 $299K
Fiduciary Trust Co 0.00% Reduce -8.7% 5,270 $296K
Savant Capital, LLC 0.00% No change 5,253 $295K
Evergreen Capital Management LLC 0.01% Reduce -1.7% 5,178 $291K
Pacific Center for Financial Services 0.07% No change 5,202 $285K
South Shore Capital Advisors 0.21% — 5,070 $285K
Tortoise Investment Management, LLC 0.02% No change 4,835 $272K
Ballentine Partners, LLC 0.00% No change 4,734 $266K
Rockingstone Advisors LLC 0.12% Add +10.4% 4,725 $265K
UMB Bank, n.a. 0.00% No change 4,680 $263K
Waverly Advisors, LLC 0.00% Add +6.9% 4,674 $263K
Rossby Financial, LCC 0.08% Add +16.6% 4,657 $262K
Apollon Wealth Management, LLC 0.00% Add +0.0% 4,651 $261K
Smithfield Trust Co 0.01% No change 4,647 $260K
4Thought Financial Group Inc. 0.13% Reduce -3.2% 4,624 $260K
Key Financial Inc 0.05% No change 4,540 $255K
Institute for Wealth Management, LLC. 0.03% Reduce -96.5% 4,530 $255K
Wilmington Savings Fund Society, FSB 0.01% No change 4,500 $253K
Alpha Omega Wealth Management LLC 0.04% Reduce -2.2% 4,450 $250K
Baird Financial Group, Inc. 0.00% Reduce -90.0% 4,400 $247K
FSM Wealth Advisors, LLC 0.03% Add +0.1% 4,395 $247K
Dakota Wealth Management 0.00% No change 4,336 $244K
Scotia Capital Inc. 0.00% No change 4,312 $242K
Equitable Holdings, Inc. 0.00% Add +0.0% 4,109 $231K
Members Trust Co 0.01% No change 3,930 $221K
Lido Advisors, LLC 0.00% New 3,905 $218K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.03% No change 3,828 $215K
Sanctuary Advisors, LLC 0.00% New 3,802 $214K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -7.3% 3,685 $207K
Eastern Bank 0.00% No change 3,411 $192K
Atomic Invest LLC 0.11% — 3,334 $189K
AlphaCore Capital LLC 0.00% New 3,064 $172K
TCTC Holdings, LLC 0.01% No change 3,000 $169K
Monetary Solutions, Ltd 0.16% — 2,819 $158K
Tidemark, LLC 0.04% Reduce -3.2% 2,706 $152K
Citigroup Inc. 0.00% Reduce -0.0% 2,550 $143K
Washington Trust Advisors, Inc. 0.01% No change 2,544 $143K
Flagship Wealth Advisors, LLC 0.04% Add +6.4% 2,220 $125K
Allworth Financial LP 0.00% Add +32.8% 2,201 $124K
AE Wealth Management LLC 0.00% Add +4.8% 2,012 $113K
Rothschild Investment LLC 0.01% No change 1,920 $108K
Robinswood Financial LLC 0.03% Reduce -0.3% 1,819 $102K
Proffitt & Goodson Inc. 0.01% No change 1,816 $102K
Capital Analysts, LLC 0.00% No change 1,809 $102K
Kennebec Savings Bank 0.09% Reduce -5.1% 1,803 $101K
Steward Partners Investment Advisory, LLC 0.00% No change 1,755 $99K
Wealth Enhancement Trust Services, Inc. 0.01% — 1,645 $92K
National Bank of Canada 0.00% Add +507.7% 1,586 $89K
Addison Advisors LLC 0.02% Reduce -40.0% 1,510 $85K
TD Waterhouse Canada Inc. 0.00% Add +0.9% 1,274 $72K
Private Trust Co. NA 0.01% Add +162.4% 1,236 $69K
Parallel Advisors, LLC 0.00% No change 1,200 $67K
Princeton Global Asset Management LLC 0.01% Add +0.3% 1,177 $66K
Blair William & Co. 0.00% No change 1,128 $63K
AdvisorNet Financial, Inc 0.00% Add +1.9% 1,104 $62K
Hantz Financial Services, Inc. 0.00% No change 1,077 $61K
Investors Research Corp 0.01% Reduce -6.9% 1,051 $59K
Evermay Wealth Management LLC 0.01% No change 1,021 $57K
Cordgrass Capital Advisors, LLC 0.01% New 999 $56K
Lanark Financial, Inc. 0.00% No change 960 $54K
Johnson Financial Group, Inc. 0.00% No change 951 $53K
Hager Investment Management Services, LLC 0.02% Add +2.8% 812 $46K
Asset Dedication, LLC 0.00% No change 780 $44K
Qube Research & Technologies Ltd 0.00% Add +1258.9% 761 $43K
Smartleaf Asset Management LLC 0.00% No change 690 $39K
Larson Financial Group LLC 0.00% Add +0.1% 681 $38K
First Financial Corp. 0.01% New 565 $32K
Optima Capital LLC 0.01% New 555 $31K
Cranbrook Wealth Management, LLC 0.01% No change 540 $30K
Harbor Asset Planning, Inc. 0.03% Add +0.4% 534 $30K
Farther Finance Advisors, LLC 0.00% Reduce -21.4% 493 $28K
Crewe Advisors LLC 0.00% Add +0.3% 387 $22K
CoreCap Advisors, LLC 0.00% No change 356 $20K
Flagship Harbor Advisors, LLC 0.00% New 317 $18K
TFC Financial Management, Inc. 0.00% No change 309 $17K
Westside Investment Management, Inc. 0.00% No change 300 $17K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 300 $17K
Creative Financial Designs Inc. 0.00% No change 219 $12K
Sound Income Strategies, LLC 0.00% No change 202 $11K
Resources Management Corp. /CT/ 0.00% No change 168 $9K
Pinnacle Wealth Planning Services, Inc. 0.00% New 147 $8K
Orion Capital Management LLC 0.00% New 143 $8K
Assetmark, Inc. 0.00% New 102 $6K
Grove Bank & Trust 0.00% No change 100 $6K
Sachetta, LLC 0.00% Reduce -25.4% 97 $5K
North Star Investment Management Corp. 0.00% No change 34 $2K
WPG Advisers, LLC 0.00% No change 29 $2K
Dunhill Financial, LLC 0.00% No change 12 $674

"% 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.