SPDR SERIES TRUST

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SPHY·78468R606·US·ETF·Unknown - Unknown

SPHY (SPDR SERIES TRUST) is held by 98 institutional investors as of Q1 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($664.7M), SEI INVESTMENTS CO ($462.5M), WELLS FARGO & COMPANY/MN ($249.7M). Net institutional sentiment: Bullish. In Q1 2026, 1 member of Congress and 70 funds bought SPHY.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (98)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Decreased	28.5M(-39.3%)	$664.7M	0.0%	+5.62%	0
SEI INVESTMENTS CO	Increased	19.8M(+5.7%)	$462.5M	0.4%	+12.48%	40
WELLS FARGO & COMPANY/MN	Decreased	10.7M(-4.3%)	$249.7M	0.0%	+13.67%	0
Neuberger Berman Group LLC	Increased	9.6M(+3.0%)	$224.3M	0.2%	+2.53%	38
LPL Financial LLC	Increased	9.3M(+5.7%)	$216.9M	0.1%	+10.16%	32
AMERIPRISE FINANCIAL INC	Increased	8.9M(+4.8%)	$207.4M	0.0%	+10.83%	32
VANTAGEPOINT INVESTMENT ADVISERS LLC	Increased	7.6M(+2.6%)	$177.5M	1.5%	+6.23%	49
US BANCORP \DE\	Increased	6.7M(+2.8%)	$159.3M	0.2%	+9.49%	37
MORGAN STANLEY	Increased	5.9M(+5.7%)	$138.1M	0.0%	+9.65%	32
ENVESTNET ASSET MANAGEMENT INC	Increased	5.1M(+18.1%)	$118.4M	0.0%	+5.56%	35
Creative Planning	Increased	4.7M(+5139.1%)	$110.5M	0.1%	-0.55%	48
Asset Management One Co., Ltd.	Increased	4.4M(+22.4%)	$103.2M	0.3%	-0.88%	43
1A1832 Asset Management L.P.	Increased	3.6M(+3.5%)	$83.9M	0.1%	+14.14%	31
Cetera Investment Advisers	Increased	3.6M(+68.1%)	$82.9M	0.1%	+4.20%	44
MML INVESTORS SERVICES, LLC	Decreased	3.2M(-4.6%)	$75.2M	0.2%	+6.36%	0
AMERICAN CENTURY COMPANIES INC	Decreased	2.7M(-1.1%)	$62.6M	0.0%	+2.82%	0
JPMORGAN CHASE & CO	Increased	2.1M(+40.5%)	$48.7M	0.0%	+2.68%	39
EXCHANGE TRADED CONCEPTS, LLC	Increased	1.8M(+5.6%)	$42M	0.3%	+0.05%	37
MetLife Investment Management, LLC	New	1.7M	$39.1M	0.2%	-0.64%	48
State of New Jersey Common Pension Fund D	Decreased	1.6M(-56.1%)	$36.5M	0.1%	+15.78%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer