SS SPDR S&P 500 Foss FL ETFSPYXETF

13F holders, Q1 2026 (March 31)
250holders +2
18new positions
15sold out
2famous investors
$53.17avg. 13F price*

At the end of Q1 2026, 250 institutions reported holding SS SPDR S&P 500 Foss FL ETF (SPYX) in their 13F filings, up 2 from Q4 2025. 18 opened new positions and 15 sold out. The largest holders were Windmill Hill Asset Management Ltd ($213.8M), Choate Investment Advisors ($126.1M) and Betterment LLC ($104.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
SS SPDR S&P 500 Foss FL ETF
Filed as
SPDR SERIES TRUST (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions18$8.7M
Exits15$27.7M

All 13F filers, Q4 2025 → Q1 2026: 440,407 shares bought and 2,958,157 shares sold, net −2,517,750 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 250 holders

Windmill Hill Asset Management Ltd 66.68% Reduce -36.4% 4,032,340 $213.8M
Choate Investment Advisors 2.47% Reduce -0.1% 2,377,793 $126.1M
Betterment LLC 0.20% Add +1.6% 1,971,282 $104.5M
Bank of New York Mellon Corp 0.01% Reduce -0.4% 1,296,886 $68.8M
Bank of America Corp. 0.00% Add +6.5% 1,011,233 $53.6M
PNC Financial Services Group, Inc. 0.02% Reduce -1.8% 512,610 $27.2M
LPL Financial LLC 0.01% Add +0.8% 485,750 $25.8M
Gemmer Asset Management LLC 1.90% Add +2.3% 453,587 $24.1M
Morgan Stanley 0.00% Add +0.7% 436,290 $23.1M
Spinnaker Trust 1.27% Add +1.0% 432,061 $22.9M
Beacon Pointe Advisors, LLC 0.11% Add +1.3% 398,330 $21.1M
Partners Capital Investment Group, LLP 0.71% Add +0.2% 357,185 $18.9M
Allianz SE 0.18% No change 298,008 $15.8M
Royal Bank of Canada 0.00% Add +21.8% 266,749 $14.1M
Pathstone Holdings, LLC 0.06% No change 266,117 $14.1M
Mariner, LLC 0.02% Add +9.2% 252,208 $13.4M
Ameriprise Financial Inc. 0.00% Add +1.2% 238,040 $12.6M
Gould Asset Management LLC 1.68% Add +1.7% 182,436 $9.7M
Retirement Income Solutions, Inc. 1.54% Reduce -2.1% 169,450 $9.0M
Rockefeller Capital Management L.P. 0.02% Reduce -0.9% 160,386 $8.5M
Commonwealth Equity Services, LLC 0.01% Reduce -11.0% 156,283 $8.3M
Cerity Partners LLC 0.01% Add +0.7% 154,946 $8.2M
Seeds Investor LLC 1.10% Add +6.2% 142,394 $8.1M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -0.9% 140,029 $7.4M
Sei Investments Co. 0.01% Add +1.0% 123,132 $6.5M
UBS Group AG 0.00% Reduce -5.3% 107,244 $5.7M
Foster Dykema Cabot & Partners, LLC 0.34% No change 100,831 $5.3M
Harbour Investments, Inc. 0.07% Add +1.9% 85,871 $4.6M
Crux Wealth Advisors 1.74% Reduce -0.2% 85,514 $4.5M
Tiff Advisory Services, LLC 1.01% Reduce -2.4% 84,413 $4.5M
Wells Fargo & Company 0.00% Add +1.5% 77,048 $4.1M
Xponance LLC 0.03% Reduce -34.3% 74,154 $3.9M
Flputnam Investment Management Co. 0.06% Reduce -6.7% 70,599 $3.7M
Stonehearth Capital Management, LLC 1.45% Reduce -3.4% 68,884 $3.7M
Brown Brothers Harriman & Co. 0.02% No change 65,877 $3.5M
Milestone Investment Advisors LLC 0.79% Add +1.1% 61,469 $3.3M
Elevation Point Wealth Partners, LLC 0.06% New 49,590 $2.6M
HighTower Advisors, LLC 0.00% Add +1.3% 49,206 $2.6M
Modera Wealth Management, LLC 0.03% Reduce -1.0% 46,400 $2.5M
Osaic Holdings, Inc. 0.00% Reduce -1.4% 45,440 $2.4M
Raymond James Financial Inc. 0.00% Add +20.1% 45,111 $2.4M
Agf Management Ltd. 0.01% Reduce -0.9% 43,825 $2.3M
Creative Planning 0.00% Reduce -8.9% 41,222 $2.2M
Investment Research & Advisory Group, Inc. 0.73% Add +14.3% 3,224 $2.1M
Oxler Private Wealth LLC 0.60% Add +0.2% 36,247 $1.9M
PFG Advisors 0.09% Add +0.6% 35,189 $1.9M
FMR LLC 0.00% Add +0.7% 34,693 $1.8M
Maseco LLP 0.06% No change 34,150 $1.8M
IMC-Chicago, LLC 0.03% New 33,023 $1.8M
Goldman Sachs Group Inc. 0.00% Add +13.0% 32,953 $1.7M
Envestnet Asset Management Inc. 0.00% Reduce -5.9% 32,941 $1.7M
Boyd Wealth Management, LLC 0.73% Reduce -9.5% 32,717 $1.7M
Marino, Stram & Associates LLC 0.31% Reduce -15.0% 32,575 $1.7M
Fortis Capital Management LLC 0.23% Add +0.3% 31,734 $1.7M
OneDigital Investment Advisors LLC 0.02% Add +6.6% 31,313 $1.7M
United Capital Financial Advisors, LLC 0.01% Add +2.0% 30,927 $1.6M
Citizens Financial Group Inc. 0.02% No change 30,200 $1.6M
AQR Capital Management 0.00% No change 28,572 $1.5M
Operose Advisors LLC 0.35% Add +31.6% 28,379 $1.5M
Clear Harbor Asset Management, LLC 0.10% No change 27,825 $1.5M
JPMorgan Chase & Co. 0.00% Add +0.9% 28,022 $1.4M
Wealthfront Advisers LLC 0.00% Add +3.7% 26,570 $1.4M
Citadel Advisors 0.00% New 26,348 $1.4M
Hanson & Doremus Investment Management 0.16% No change 25,461 $1.4M
Alesco Advisors, LLC, An ESL Co 0.03% Reduce -2.6% 24,810 $1.3M
PFG Investments, LLC 0.06% Reduce -1.3% 24,517 $1.3M
Capital City Trust Co. 0.29% No change 24,183 $1.3M
Jones Financial Companies LLLP 0.00% Add +34.3% 24,199 $1.3M
Kestra Advisory Services, LLC 0.00% Add +7.3% 22,484 $1.2M
MML Investors Services, LLC 0.00% Reduce -16.5% 22,369 $1.2M
Bradley Foster & Sargent Inc. 0.02% Reduce -0.3% 21,492 $1.1M
Essex Financial Services, Inc. 0.06% Reduce -9.1% 21,475 $1.1M
Sentinel Trust Co. Lba 0.11% No change 21,265 $1.1M
WESCAP Management Group, Inc. 0.22% Reduce -9.3% 21,222 $1.1M
Western Wealth Management, LLC 0.04% Add +9.7% 21,132 $1.1M
eCIO, Inc. 0.48% Add +1.0% 20,795 $1.1M
Stifel Financial Corp. 0.00% Add +58.0% 20,450 $1.1M
Avior Wealth Management, LLC 0.03% Reduce -1.3% 20,283 $1.1M
Bridgewater Advisors Inc. 0.06% Reduce -10.6% 17,599 $1.1M
Bragg Financial Advisors, Inc 0.03% Add +0.5% 20,159 $1.1M
Affinity Capital Advisors, LLC 0.15% Reduce -0.2% 19,713 $1.0M
Bell Investment Advisors, Inc 0.16% Reduce -1.1% 19,530 $1.0M
Cetera Investment Advisers 0.00% Reduce -10.2% 19,156 $1.0M
Susquehanna International Group, LLP 0.00% Reduce -58.5% 18,750 $994K
HighPoint Advisor Group LLC 0.04% No change 18,513 $982K
Cresset Asset Management, LLC 0.00% No change 18,481 $980K
Johnson Financial Group, LLC 0.06% No change 18,311 $971K
Red Reef Advisors LLC 1.00% Add +2.5% 18,068 $958K
AlTi Global, Inc. 0.02% Reduce -26.6% 17,992 $954K
Focus Financial Network, Inc. 0.03% Add +0.1% 16,999 $901K
IMA Advisory Services, Inc. 0.08% Add +0.3% 16,278 $863K
Northwestern Mutual Wealth Management Co. 0.00% Add +338.9% 16,173 $858K
EP Wealth Advisors, LLC 0.00% Reduce -1.7% 16,127 $855K
Truist Financial Corp. 0.00% Reduce -13.6% 15,927 $845K
Trevian Wealth Management LLC 0.41% No change 15,686 $832K
Farrow Financial, Inc. 0.46% No change 15,354 $814K
Commerce Bank 0.00% Reduce -0.1% 15,310 $812K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -21.9% 14,950 $801K
Moneta Group Investment Advisors LLC 0.01% Add +0.2% 13,614 $722K
Ally Invest Advisors Inc. 0.05% Add +6.0% 13,083 $694K
Constant Guidance Financial LLC 0.47% New 12,835 $681K
Ameritas Investment Partners, Inc. 0.02% Reduce -16.4% 12,711 $674K
Matrix Asset Advisors Inc. 0.06% Reduce -4.0% 12,504 $663K
Corient Private Wealth LP 0.00% Add +35.7% 12,162 $645K
Values Added Financial LLC 0.26% No change 11,537 $612K
Enclave Advisors LLC 0.09% No change 11,327 $601K
Facet Wealth, Inc. 0.01% Reduce -16.8% 10,993 $583K
William Mack & Associates, Inc. 0.33% Add +1.9% 10,838 $575K
Cibc World Market Inc. 0.00% Reduce -7.4% 10,605 $562K
Burns J W & Co. Inc. 0.06% No change 10,600 $562K
Human Investing LLC 0.08% No change 10,329 $548K
Cwm, LLC 0.00% Reduce -35.7% 10,317 $547K
Fiduciary Group, LLC 0.05% No change 9,972 $529K
Captrust Financial Advisors 0.00% Add +11.7% 9,552 $507K
Chicago Partners Investment Group LLC 0.01% No change 8,654 $504K
Cornerstone Wealth Advisors, Inc. 0.11% Reduce -0.6% 9,325 $495K
Thrivent Financial for Lutherans 0.00% Add +7.8% 9,324 $494K
SteelPeak Wealth, LLC 0.02% Add +0.1% 9,280 $492K
Schmidt P J Investment Management Inc. 0.08% No change 8,925 $473K
Mercer Global Advisors Inc. 0.00% Add +16.1% 8,867 $470K
Golden State Wealth Management, LLC 0.05% Add +0.7% 8,680 $460K
NewEdge Advisors, LLC 0.00% Reduce -0.5% 8,598 $456K
Sovran Advisors, LLC 0.04% No change 7,690 $452K
CBIZ Investment Advisory Services, LLC 0.02% No change 8,490 $450K
Integrated Wealth Concepts LLC 0.00% No change 8,461 $449K
Bailard, Inc. 0.01% Reduce -4.6% 8,232 $437K
Sankala Group LLC 0.36% Add +18.2% 8,314 $434K
Rollins Financial Advisors, LLC 0.07% No change 8,079 $428K
Horst & Graben Wealth Management LLC 0.06% Reduce -3.1% 7,275 $426K
Douglass Winthrop Advisors, LLC 0.01% No change 8,000 $424K
Diversified Trust Co. 0.01% No change 7,932 $421K
First Manhattan Co. Llc. 0.00% Reduce -6.0% 7,909 $419K
Trademark Financial Management, LLC 0.20% No change 7,785 $413K
BLVD Private Wealth, LLC 0.35% Reduce -6.5% 7,615 $404K
North Berkeley Wealth Management, LLC 0.21% Add +2.2% 7,597 $403K
Endeavor Private Wealth, Inc. 0.11% Reduce -28.2% 7,440 $395K
Great Valley Advisor Group, Inc. 0.01% No change 7,390 $392K
Walled Lake Planning & Wealth Management, LLC 0.11% Add +0.3% 7,353 $390K
NorthRock Partners, LLC 0.01% Add +0.9% 7,222 $383K
Financial Insights, Inc. 0.12% No change 7,168 $380K
Private Advisor Group, LLC 0.00% Add +27.5% 6,980 $370K
Foronjy Financial LLC 0.15% Reduce -1.2% 6,909 $366K
Prospera Financial Services Inc 0.01% Reduce -3.3% 6,747 $358K
Independent Advisor Alliance 0.00% New 6,667 $354K
One Capital Management, LLC 0.01% Reduce -19.6% 6,396 $339K
US Bancorp \de 0.00% No change 6,259 $332K
MRA Advisory Group 0.13% No change 6,227 $330K
Fifth Third Bancorp 0.00% New 5,929 $314K
Two Sigma Investments, LP 0.00% New 5,900 $313K
Bank of Montreal 0.00% No change 5,900 $313K
Signature Estate & Investment Advisors LLC 0.01% Add +6.3% 5,891 $312K
N.E.W. Advisory Services LLC 0.02% Add +3.3% 5,890 $312K
Ironwood Financial, llc 0.05% Add +0.0% 5,861 $311K
Highview Capital Management LLC 0.11% No change 5,777 $306K
Evanson Asset Management, LLC 0.02% No change 5,648 $299K
IHT Wealth Management, LLC 0.01% Add +4.6% 5,554 $295K
Brown Advisory Inc. 0.00% No change 5,467 $290K
Atlantic Union Bankshares Corp 0.01% No change 5,349 $284K
Fiduciary Trust Co 0.00% No change 5,270 $279K
Evergreen Capital Management LLC 0.01% Add +0.1% 5,186 $275K
Flow Traders U.S. LLC 0.01% New 5,185 $275K
South Shore Capital Advisors 0.19% Reduce -3.0% 4,918 $261K
Tortoise Investment Management, LLC 0.02% No change 4,835 $256K
Jane Street Group, LLC 0.00% New 4,761 $252K
Rossby Financial, LCC 0.05% Add +1.1% 4,710 $252K
Ballentine Partners, LLC 0.00% No change 4,734 $251K
4Thought Financial Group Inc. 0.12% Add +2.2% 4,727 $251K
Rockingstone Advisors LLC 0.12% No change 4,725 $251K
Equitable Holdings, Inc. 0.00% Add +8.8% 4,471 $250K
UMB Bank, n.a. 0.00% No change 4,680 $248K
Waverly Advisors, LLC 0.00% No change 4,674 $248K
Smithfield Trust Co 0.01% No change 4,647 $247K
Key Financial Inc 0.04% No change 4,540 $241K
Institute for Wealth Management, LLC. 0.03% No change 4,530 $240K
Wilmington Savings Fund Society, FSB 0.01% No change 4,500 $239K
Savant Capital, LLC 0.00% Reduce -15.2% 4,455 $236K
Alpha Omega Wealth Management LLC 0.04% No change 4,450 $236K
Seneca Financial Advisors LLC 0.07% New 4,415 $234K
Dakota Wealth Management 0.01% No change 4,336 $230K
Scotia Capital Inc. 0.00% Reduce -0.9% 4,273 $227K
FSM Wealth Advisors, LLC 0.03% Reduce -2.9% 4,267 $226K
Baird Financial Group, Inc. 0.00% Reduce -5.0% 4,178 $222K
Sigma Planning Corp 0.01% Reduce -50.9% 4,146 $220K
Vanguard Personalized Indexing Management, LLC 0.00% New 4,077 $216K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 4,054 $215K
Members Trust Co 0.01% No change 3,930 $208K
Lido Advisors, LLC 0.00% Add +0.2% 3,912 $207K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.03% No change 3,828 $203K
Eastern Bank 0.00% No change 3,411 $181K
Pacific Center for Financial Services 0.04% Reduce -36.0% 3,327 $176K
AlphaCore Capital LLC 0.00% No change 3,064 $162K
First Pacific Financial 0.02% Reduce -44.4% 3,053 $162K
Monetary Solutions, Ltd 0.14% Add +0.2% 2,825 $150K
Tidemark, LLC 0.04% Add +0.1% 2,709 $144K
Allworth Financial LP 0.00% Add +20.5% 2,652 $141K
Citigroup Inc. 0.00% Add +0.0% 2,551 $135K
Washington Trust Advisors, Inc. 0.01% No change 2,544 $135K
Blair William & Co. 0.00% Add +113.5% 2,408 $128K
AE Wealth Management LLC 0.00% No change 2,012 $107K
Princeton Global Asset Management LLC 0.02% Add +68.4% 1,982 $105K
Flagship Wealth Advisors, LLC 0.04% Reduce -8.5% 2,032 $103K
GW&K Investment Management, LLC 0.00% New 1,940 $103K
Rothschild Investment LLC 0.01% No change 1,920 $102K
Robinswood Financial LLC 0.03% No change 1,819 $96K
Proffitt & Goodson Inc. 0.01% No change 1,816 $96K
Capital Analysts, LLC 0.00% No change 1,809 $96K
Kennebec Savings Bank 0.09% Reduce -0.5% 1,794 $95K
Steward Partners Investment Advisory, LLC 0.00% No change 1,755 $93K
Wealth Enhancement Trust Services, Inc. 0.01% No change 1,645 $87K
Evermay Wealth Management LLC 0.01% Add +35.4% 1,382 $73K
TD Waterhouse Canada Inc. 0.00% Add +0.5% 1,280 $68K
Private Trust Co. NA 0.01% No change 1,236 $66K
Parallel Advisors, LLC 0.00% No change 1,200 $64K
AdvisorNet Financial, Inc 0.00% Add +5.1% 1,160 $62K
Hantz Financial Services, Inc. 0.00% No change 1,077 $57K
Johnson Financial Group, Inc. 0.00% Add +10.8% 1,054 $56K
Investors Research Corp 0.01% No change 1,051 $56K
Napier Financial, LLC 0.01% New 1,000 $53K
Advisory Services Network, LLC 0.00% New 984 $52K
First Financial Corp. 0.02% Add +57.0% 887 $47K
Hager Investment Management Services, LLC 0.02% Add +2.7% 834 $44K
Asset Dedication, LLC 0.00% No change 780 $41K
Larson Financial Group LLC 0.00% Add +0.3% 683 $36K
Smartleaf Asset Management LLC 0.00% No change 690 $36K
Cranbrook Wealth Management, LLC 0.01% No change 540 $29K
Harbor Asset Planning, Inc. 0.02% Add +0.2% 535 $28K
Farther Finance Advisors, LLC 0.00% No change 493 $26K
National Bank of Canada 0.00% Reduce -71.4% 453 $24K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +29.7% 389 $21K
Crewe Advisors LLC 0.00% Add +0.3% 388 $21K
CoreCap Advisors, LLC 0.00% No change 356 $19K
TFC Financial Management, Inc. 0.00% Add +0.3% 310 $16K
Westside Investment Management, Inc. 0.00% No change 300 $16K
Lanark Financial, Inc. 0.00% Reduce -68.8% 300 $16K
Twin Peaks Wealth Advisors, LLC 0.00% New 224 $12K
Creative Financial Designs Inc. 0.00% No change 219 $12K
Sound Income Strategies, LLC 0.00% No change 202 $11K
Qube Research & Technologies Ltd 0.00% Reduce -78.8% 161 $9K
O'shaughnessy Asset Management, LLC 0.00% New 151 $8K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 147 $8K
Orion Capital Management LLC 0.00% No change 143 $8K
TIAA Wealth Investment Management LLC 0.00% — 136 $7K
Vanguard Advisers Inc. 0.00% — 119 $6K
Assetmark, Inc. 0.00% Reduce -1.0% 101 $5K
Grove Bank & Trust 0.00% No change 100 $5K
Cassaday & Co Wealth Management LLC 0.00% New 81 $4K
WealthShield Partners, LLC 0.00% New 57 $3K
North Star Investment Management Corp. 0.00% Add +2.9% 35 $2K
WPG Advisers, LLC 0.00% Reduce -41.4% 17 $902
Dunhill Financial, LLC 0.00% No change 12 $636

"% 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.