SPDR SERIES TRUST (SPHY) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling SPHY?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for SPDR SERIES TRUST, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on SPHY?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for SPDR SERIES TRUST.

Is institutional money flowing into SPHY?

97 institutional investors hold SPDR SERIES TRUST (SPHY). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about SPHY?

Track institutional sentiment and conviction scores for SPDR SERIES TRUST (SPHY) including Smart Money Verdict and position changes on HoldingsIntel.

SPDR SERIES TRUST

SPHY·78468R606·US·etf·Unknown - Unknown

STATE STREET SPD

SPHY (SPDR SERIES TRUST) is held by 97 institutional investors as of Q4 2025. Largest holders: BANK OF AMERICA CORP /DE/ ($1.1B), SEI INVESTMENTS CO ($444.3M), WELLS FARGO & COMPANY/MN ($265M). Net institutional sentiment: Mixed.

Holders

Avg rating(11 Elite)

$4.2B

Total Value

63% (104)

Fund Consensus

56 buying - 33 selling

Smart Money Verdict- Q4 2025View all

66Positive Momentum (Unconfirmed)Single Source

Held by 97 funds

11 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	46.9M(+5.1%)	$1.1B	0.1%	+6.30%	34
SEI INVESTMENTS CO	Increased	18.8M(+5.3%)	$444.3M	0.4%	+14.06%	39
WELLS FARGO & COMPANY/MN	Decreased	11.2M(-1.0%)	$265M	0.0%	+14.40%	0
Neuberger Berman Group LLC	Decreased	9.3M(-8.6%)	$221.1M	0.2%	+3.28%	0
LPL Financial LLC	Increased	8.8M(+12.3%)	$208.4M	0.1%	+11.56%	34
AMERIPRISE FINANCIAL INC	Decreased	8.5M(-2.4%)	$200.7M	0.0%	+12.17%	0
VANTAGEPOINT INVESTMENT ADVISERS LLC	Decreased	7.4M(-2.0%)	$175.5M	1.4%	+7.11%	0
US BANCORP \DE\	Increased	6.5M(+14.8%)	$154.1M	0.2%	+10.52%	42
MORGAN STANLEY	Decreased	5.6M(-1.5%)	$132.6M	0.0%	+11.01%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	4.3M(+17.0%)	$101.8M	0.0%	+7.45%	35
Asset Management One Co., Ltd.	New	3.6M	$85.6M	0.2%	-0.30%	49
State of New Jersey Common Pension Fund D	Increased	3.6M(+4.4%)	$84.4M	0.3%	+16.52%	37
1832 Asset Management L.P.	Increased	3.5M(+2.5%)	$82.3M	0.1%	+15.48%	30
MML INVESTORS SERVICES, LLC	Increased	3.4M(+11.2%)	$80M	0.2%	+7.05%	40
AMERICAN CENTURY COMPANIES INC	Increased	2.7M(+261.4%)	$64.3M	0.0%	+3.48%	48
NEOS Investment Management LLC	Increased	2.6M(+32.1%)	$60.9M	0.4%	+5.20%	45
Cetera Investment Advisers	Increased	2.1M(+21.6%)	$50.1M	0.1%	+8.47%	35
EXCHANGE TRADED CONCEPTS, LLC	Increased	1.7M(+24.3%)	$40.4M	0.3%	+0.74%	42
JPMORGAN CHASE & CO	Increased	1.5M(+16.4%)	$35.5M	0.0%	+4.76%	34
GOLDMAN SACHS GROUP INC	Decreased	1.4M(-0.3%)	$34.2M	0.0%	+8.35%	0
STATE STREET CORP	Decreased	1.3M(-33.0%)	$30.6M	0.0%	+4.20%	0
ASSETMARK, INC	Increased	1.2M(+14.1%)	$28.6M	0.1%	+9.31%	33
BENJAMIN EDWARDS INC	Increased	1.2M(+7.9%)	$28.2M	0.3%	+7.03%	37
Allspring Global Investments Holdings, LLC	Decreased	1.2M(-2.9%)	$27.6M	0.0%	+11.21%	0
FRANKLIN RESOURCES INC	Unchanged	1.1M	$25.9M	0.0%	+1.00%	0
PRINCIPAL FINANCIAL GROUP INC	Unchanged	1.1M	$25.8M	0.0%	+3.89%	0
Steward Partners Investment Advisory, LLC	Increased	1.1M(+8673.0%)	$25.3M	0.1%	-0.20%	55
OSAIC HOLDINGS, INC.	Decreased	1.1M(-16.7%)	$25.1M	0.0%	+11.61%	0
VOYA INVESTMENT MANAGEMENT LLC	Decreased	1M(-4.5%)	$24.7M	0.0%	+12.16%	0
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Increased	962,566(+5.0%)	$22.8M	0.0%	+9.80%	30
UBS Group AG	Increased	942,551(+39.3%)	$22.3M	0.0%	+4.80%	38
Equitable Holdings, Inc.	Increased	716,517(+102.8%)	$17M	0.1%	+7.56%	54
TRUIST FINANCIAL CORP	Increased	673,202(+5.1%)	$15.9M	0.0%	+12.03%	30
RAYMOND JAMES FINANCIAL INC	Increased	579,399(+24.6%)	$13.7M	0.0%	+5.31%	34
JONES FINANCIAL COMPANIES LLLP	Increased	535,190(+113.8%)	$12.7M	0.0%	+1.31%	45
VICTORY CAPITAL MANAGEMENT INC	Decreased	530,000(-58.3%)	$12.5M	0.0%	+6.40%	0
Bank of New York Mellon Corp	Increased	499,126(+49.2%)	$11.8M	0.0%	+2.23%	38
Farther Finance Advisors, LLC	Increased	445,191(+1.2%)	$10.5M	0.1%	+8.15%	34
DEUTSCHE BANK AG\	Decreased	426,274(-47.8%)	$10.1M	0.0%	+5.64%	0
PNC FINANCIAL SERVICES GROUP, INC.	Increased	384,437(+27.3%)	$9.1M	0.0%	+7.08%	34
JANE STREET GROUP, LLC	Increased	357,461(+165.5%)	$8.5M	0.0%	+0.18%	44
STIFEL FINANCIAL CORP	Increased	356,784(+14.0%)	$8.4M	0.0%	+8.31%	31
Beacon Pointe Advisors, LLC	Increased	349,373(+1.9%)	$8.3M	0.1%	+0.97%	28
Envestnet Portfolio Solutions, Inc.	Increased	339,932(+392.6%)	$8M	0.0%	+2.11%	44
AE Wealth Management LLC	Increased	309,142(+23.6%)	$7.3M	0.0%	+12.03%	33
BNP PARIBAS FINANCIAL MARKETS	Decreased	297,842(-22.2%)	$7M	0.0%	+2.39%	0
&PARTNERS	Decreased	285,730(-8.4%)	$6.8M	0.0%	+6.50%	0
HighTower Advisors, LLC	Increased	274,198(+212.9%)	$6.5M	0.0%	+1.26%	44
NewEdge Advisors, LLC	Decreased	261,727(-31.6%)	$6.2M	0.0%	+12.58%	0
Private Advisor Group, LLC	Increased	253,156(+39.0%)	$6M	0.0%	+7.66%	36
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	249,759(-12.2%)	$5.9M	0.0%	+7.19%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	246,994(-2.4%)	$5.9M	0.0%	+10.36%	0
ROYAL BANK OF CANADA	Increased	232,928(+0.5%)	$5.5M	0.0%	+6.77%	27
Mariner, LLC	Increased	232,043(+7.5%)	$5.5M	0.0%	+11.52%	29
Calamos Advisors LLC	Increased	189,402(+11.4%)	$4.5M	0.0%	+3.31%	30
Kestra Advisory Services, LLC	Increased	187,071(+127.3%)	$4.4M	0.0%	+4.19%	43
Merit Financial Group, LLC	Increased	174,437(+3.5%)	$4.1M	0.0%	+6.49%	28
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	171,316(+44.3%)	$4.1M	0.0%	+6.54%	36
BlackRock, Inc.	Increased	151,802(+1850x)	$3.6M	0.0%	-0.29%	43
Sanctuary Advisors, LLC	Decreased	150,272(-14.3%)	$3.6M	0.0%	+11.34%	0
Empowered Funds, LLC	Increased	138,030(+16.2%)	$3.3M	0.0%	+2.63%	31
COMERICA BANK	Increased	117,707(+0.8%)	$2.8M	0.0%	+13.56%	26
Allianz Asset Management GmbH	Unchanged	102,500	$2.4M	0.0%	+8.35%	0
CIBC WORLD MARKETS CORP	Increased	99,851(+7.3%)	$2.4M	0.0%	+6.68%	28
Creative Planning	Increased	90,457(+8.7%)	$2.1M	0.0%	+4.83%	28
Rockefeller Capital Management L.P.	Increased	82,808(+40.8%)	$2M	0.0%	+1.72%	34
ZACKS INVESTMENT MANAGEMENT	Decreased	62,253(-13.8%)	$1.5M	0.0%	+11.17%	0
SCHRODER INVESTMENT MANAGEMENT GROUP	Increased	60,606(+14.5%)	$1.4M	0.0%	+3.35%	29
ALLIANCEBERNSTEIN L.P.	Increased	44,573(+1.2%)	$1.1M	0.0%	+0.97%	25
WHITTIER TRUST CO	Unchanged	38,545	$915,829	0.0%	+5.14%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	38,093(+27.0%)	$901,661	0.0%	+0.71%	31
Capitolis Liquid Global Markets LLC	Decreased	36,000(-20.0%)	$852,120	0.0%	+7.26%	0
Orion Porfolio Solutions, LLC	Increased	31,438(+3.1%)	$744,138	0.0%	+10.52%	25
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	Decreased	22,840(-10.1%)	$540,623	0.0%	+0.99%	0
MONETA GROUP INVESTMENT ADVISORS LLC	New	22,313	$528,152	0.0%	-0.30%	33
BLAIR WILLIAM & CO/IL	Decreased	19,798(-10.8%)	$468,629	0.0%	+2.34%	0
DAVENPORT & Co LLC	Increased	19,397(+36.9%)	$459,127	0.0%	+0.64%	31
Corient Private Wealth LLC	Increased	36,460(+127.3%)	$410,146	0.0%	+0.26%	38
OneDigital Investment Advisors LLC	Decreased	17,251(-83.0%)	$408,331	0.0%	+8.32%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	16,284(+2.1%)	$385,442	0.0%	+16.23%	24
CAPTRUST FINANCIAL ADVISORS	New	15,047	$356,159	0.0%	-0.30%	33
MERCER GLOBAL ADVISORS INC /ADV	Increased	14,012(+29.4%)	$331,667	0.0%	+0.69%	30
AXXCESS WEALTH MANAGEMENT, LLC	Increased	13,798(+27.2%)	$326,593	0.0%	+0.71%	29
NATIONAL BANK OF CANADA /FI/	Increased	13,652(+7.1%)	$323,006	0.0%	+8.02%	25
CULLEN/FROST BANKERS, INC.	Increased	10,570(+0.0%)	$250,190	0.0%	+11.18%	23
BANK OF MONTREAL /CAN/	Decreased	9,660(-5.2%)	$228,652	0.0%	+8.11%	0
FIFTH THIRD BANCORP	New	8,839	$209,219	0.0%	-0.30%	32
Focus Partners Wealth	Decreased	8,663(-40.8%)	$205,071	0.0%	+0.99%	0
CITIGROUP INC	Decreased	6,463(-95.4%)	$152,979	0.0%	+8.22%	0
FMR LLC	Decreased	5,402(-24.6%)	$127,865	0.0%	+2.18%	0
MAI Capital Management	Decreased	2,951(-37.2%)	$69,851	0.0%	+8.32%	0
Aptus Capital Advisors, LLC	Increased	2,364(+90.0%)	$55,956	0.0%	+12.07%	33
Allworth Financial LP	Increased	2,268(+3.9%)	$53,684	0.0%	+1.42%	21
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	1,858(-8.0%)	$43,979	0.0%	+6.93%	0
TD Waterhouse Canada Inc.	Unchanged	1,797	$42,517	0.0%	+18.76%	0
CIBC Private Wealth Group LLC	Increased	1,603(+0.1%)	$37,943	0.0%	+10.40%	20
HRT FINANCIAL LP	Decreased	86,421(-80.0%)	$2,045	0.0%	+3.56%	0
Jefferies Financial Group Inc.	Exited	0(-100.0%)	$9.8M	0.0%	+1.29%	0
Wealthspire Advisors, LLC	Exited	0(-100.0%)	$168	0.0%	+1.29%	0
EP Wealth Advisors, LLC	Exited	0(-100.0%)	$240,237	0.0%	+9.11%	0
RENAISSANCE TECHNOLOGIES LLC	Exited	0(-100.0%)	$17.6M	0.0%	+10.55%	0
Cresset Asset Management, LLC	Exited	0(-100.0%)	$244,970	0.0%	+8.61%	0
Integrated Wealth Concepts LLC	Exited	0(-100.0%)	$229,299	0.0%	+8.24%	0
Qube Research & Technologies Ltd	Exited	0(-100.0%)	$909,888	0.0%	+8.29%	0

SPDR SERIES TRUST

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