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SS Spdr S&P 500 Foss FL ETF (SPYX)

CUSIP: 78468R796 | NYSE | 486 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Windmill Hill Asset Management Ltd5,996,176
75.0% of portfolio›$374.6M
Gemmer Asset Management LLC453,917
1.8% of portfolio›$28.4M
Commonwealth Equity Services, LLC154,439
0.0% of portfolio›$9.6M
Cambridge Investment Research Advisors, Inc.153,944
0.0% of portfolio›$9.6K
Xponance LLC146,084
0.1% of portfolio›$9.1M
Foster Dykema Cabot & Partners, LLC100,831
0.3% of portfolio›$6.3M
Stonehearth Capital Management, LLC68,322
1.5% of portfolio›$4.3M
Axxcess Wealth Management, LLC49,812
0.1% of portfolio›$3.1M
Elevation Point Wealth Partners, LLC49,590
0.1% of portfolio›$3.1M
Modera Wealth Management, LLC47,340
0.0% of portfolio›$3.0M
AGF Management LTD43,975
0.0% of portfolio›$2.7M
Creative Planning41,348
0.0% of portfolio›$2.6M
Oxler Private Wealth LLC41,234
0.7% of portfolio›$2.6M
Kestra Advisory Services, LLC40,295
0.0% of portfolio›$2.5M
PFG Advisors34,310
0.1% of portfolio›$2.1M
Marino, Stram & Associates LLC32,648
0.3% of portfolio›$2.0M
Maseco LLP31,222
0.1% of portfolio›$2.0M
Citizens Financial Group Inc30,200
0.0% of portfolio›$1.9M
Boyd Wealth Management, LLC29,731
0.7% of portfolio›$1.9M
Advisory Solutions Group, LLC28,731
0.4% of portfolio›$1.8M
Hanson & Doremus Investment Management25,264
0.0% of portfolio›$1.6K
Capital City Trust Co24,138
0.3% of portfolio›$1.5M
Sentinel Trust Co LBA23,624
0.0% of portfolio›$1.5K
First Affirmative Financial Network22,683
0.3% of portfolio›$1.4M
Avior Wealth Management, LLC20,523
0.0% of portfolio›$1.3M
eCIO, Inc.20,286
0.4% of portfolio›$1.3M
Bell Investment Advisors, Inc19,903
0.2% of portfolio›$1.2M
Affinity Capital Advisors, LLC19,712
0.1% of portfolio›$1.3M
Summit Global Investments19,477
0.0% of portfolio›$1.2K
Focus Financial Network, Inc.16,879
0.0% of portfolio›$1.1M
Truist Financial Corp16,556
0.0% of portfolio›$1.0M
Farrow Financial, Inc.15,354
0.5% of portfolio›$959.3K
Wealth Enhancement Advisory Services, LLC15,106
0.0% of portfolio›$957.6K
Matrix Asset Advisors Inc13,499
0.1% of portfolio›$843.4K
Trust Co of Vermont13,351
0.0% of portfolio›$834.2K
Johnson Financial Group, LLC12,845
0.0% of portfolio›$802.6K
Values Added Financial LLC11,979
0.3% of portfolio›$748.4K
William Mack & Associates, Inc.11,791
0.2% of portfolio›$736.7K
Facet Wealth, Inc.11,781
0.0% of portfolio›$736.1K
Enclave Advisors LLC10,925
0.1% of portfolio›$682.6K
Burns J W & Co Inc10,750
0.1% of portfolio›$671.7K
Human Investing LLC9,947
0.1% of portfolio›$621.5K
SteelPeak Wealth, LLC9,835
0.0% of portfolio›$614.5K
Lido Advisors, LLC9,501
0.0% of portfolio›$593.6K
Cornerstone Wealth Advisors, Inc.9,000
0.1% of portfolio›$562.3K
Schmidt P J Investment Management Inc8,925
0.1% of portfolio›$557.6K
Golden State Wealth Management, LLC8,405
0.0% of portfolio›$525.1K
Bailard, Inc.8,147
0.0% of portfolio›$509.0K
Chicago Partners Investment Group LLC8,092
0.0% of portfolio›$503.1K
Trademark Financial Management, LLC7,785
0.2% of portfolio›$486.4K
Sovran Advisors, LLC7,690
0.0% of portfolio›$484.1K
North Berkeley Wealth Management, LLC7,498
0.2% of portfolio›$468.5K
Walled Lake Planning & Wealth Management, LLC7,385
0.1% of portfolio›$461.4K
Horst & Graben Wealth Management LLC7,278
0.1% of portfolio›$454.8K
Blvd Private Wealth, LLC7,163
0.3% of portfolio›$447.6K
Financial Insights, Inc.7,159
0.1% of portfolio›$447.3K
Foronjy Financial LLC6,874
0.2% of portfolio›$429.5K
Prospera Financial Services Inc6,170
0.0% of portfolio›$381.3K
MRA Advisory Group6,149
0.1% of portfolio›$384.2K
Signature Estate & Investment Advisors LLC6,134
0.0% of portfolio›$383.3K
South Shore Capital Advisors6,129
0.3% of portfolio›$382.9K
Evanson Financial, LLC5,648
0.0% of portfolio›$352.9K
Ironwood Financial, llc5,577
0.1% of portfolio›$348.5K
Evergreen Capital Management LLC4,916
0.0% of portfolio›$307.2K
Citigroup Inc4,556
0.0% of portfolio›$284.7K
Key FInancial Inc4,540
0.0% of portfolio›$283.7K
Wilmington Savings Fund Society, FSB4,500
0.0% of portfolio›$281.2K
Seneca Financial Advisors LLC4,434
0.1% of portfolio›$277.0K
4Thought Financial Group Inc.4,316
0.1% of portfolio›$269.7K
FSM Wealth Advisors, LLC4,275
0.0% of portfolio›$271.0K
Kingswood Wealth Advisors, LLC4,250
0.0% of portfolio›$265.5K
Rockingstone Advisors LLC4,160
0.1% of portfolio›$259.9K
Bath Savings Trust Co4,075
0.0% of portfolio›$254.6K
Sigma Planning Corp4,037
0.0% of portfolio›$252.2K
Appleton Partners Inc3,855
0.0% of portfolio›$241
Alpha Omega Wealth Management LLC3,750
0.0% of portfolio›$234.3K
Willow Creek Wealth Management Inc.3,653
0.0% of portfolio›$228.2K
Princeton Global Asset Management LLC3,556
0.0% of portfolio›$222.2K
Hoxton Planning & Management, LLC3,505
0.1% of portfolio›$219.0K
Eastern Bank3,411
0.0% of portfolio›$213.1K
Pacific Center for Financial Services3,333
0.0% of portfolio›$208.2K
Selective Wealth Management, Inc.3,276
0.0% of portfolio›$207.1K
Northern Financial Advisors Inc3,255
0.1% of portfolio›$203.4K
Investment Research & Advisory Group, Inc.3,239
0.7% of portfolio›$2.5M
First Bancorp, Inc3,130
0.1% of portfolio›$195.6K
AlphaCore Capital LLC3,064
0.0% of portfolio›$191.4K
First Pacific Financial2,670
0.0% of portfolio›$166.8K
Washington Trust Advisors, Inc.2,544
0.0% of portfolio›$158.9K
Monetary Solutions, Ltd2,537
0.1% of portfolio›$158.5K
Flagship Wealth Advisors, LLC2,073
0.0% of portfolio›$129.5K
Kennebec Savings Bank1,794
0.1% of portfolio›$112.1K
Dhjj Financial Advisors, Ltd.1,792
0.0% of portfolio›$112.0K
Wealth Enhancement Trust Services, Inc.1,645
0.0% of portfolio›$102.8K
Evermay Wealth Management LLC1,382
0.0% of portfolio›$86.3K
Private Trust Co NA1,236
0.0% of portfolio›$77.2K
Parallel Advisors, LLC1,200
0.0% of portfolio›$75.0K
Investors Research Corp1,051
0.0% of portfolio›$65.7K
Hager Investment Management Services, LLC874
0.0% of portfolio›$54.6K
First Financial Corp843
0.0% of portfolio›$52.7K
TD Waterhouse Canada Inc.821
0.0% of portfolio›$51.5K
Asset Dedication, LLC780
0.0% of portfolio›$48.7K
Farther Finance Advisors, LLC549
0.0% of portfolio›$34.3K
Cranbrook Wealth Management, LLC540
0.0% of portfolio›$33.7K
Harbor Asset Planning, Inc.537
0.0% of portfolio›$33.6K
CoreCap Advisors, LLC356
0.0% of portfolio›$22.2K
TFC Financial Management, Inc.311
0.0% of portfolio›$19.5K
Lanark Financial, Inc.300
0.0% of portfolio›$18.7K
Westside Investment Management, Inc.300
0.0% of portfolio›$18.7K
Creative Financial Designs Inc219
0.0% of portfolio›$13.7K
Kroeger Financial Partners189
0.0% of portfolio›$11.8K
Pinnacle Wealth Planning Services, Inc.147
0.0% of portfolio›$9.2K
Assetmark, Inc101
0.0% of portfolio›$6.3K
Grove Bank & Trust100
0.0% of portfolio›$6.2K
Cassaday & Co Wealth Management LLC81
0.0% of portfolio›$5.1K
North Star Investment Management Corp.35
0.0% of portfolio›$2.2K
Hickory Point Bank & Trust21
0.0% of portfolio›$1.3K
WPG Advisers, LLC17
0.0% of portfolio›$1.1K
StyleTurnoverLocationFiled
Windmill Hill Asset Management Ltd
5,996,176$374.6M75.0%ETFLowWaddesdon, United Kingdom2026-10-28
Gemmer Asset Management LLC
453,917$28.4M1.8%ETFLowWalnut Creek, CA2026-10-16
Commonwealth Equity Services, LLC
154,439$9.6M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
153,944$9.6K0.0%ETFLowFairfield, IA2026-11-02
Xponance LLC
146,084$9.1M0.1%IndexVery LowPhiladelphia, PA2026-11-03
Foster Dykema Cabot & Partners, LLC
100,831$6.3M0.3%GrowthLowWaltham, MA2026-10-30
Stonehearth Capital Management, LLC
68,322$4.3M1.5%ETFMediumDanvers, MA2026-10-13
Axxcess Wealth Management, LLC
49,812$3.1M0.1%CoreLowCarlsbad, CA2026-10-21
Elevation Point Wealth Partners, LLC
49,590$3.1M0.1%CoreHighDenver, CO2026-11-05
Modera Wealth Management, LLC
47,340$3.0M0.0%ETFVery LowWestwood, NJ2026-10-28
AGF Management LTD
43,975$2.7M0.0%GrowthHighToronto, Australia2026-11-03
Creative Planning
41,348$2.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Oxler Private Wealth LLC
41,234$2.6M0.7%GrowthVery LowRye Brook, NY2026-10-21
Kestra Advisory Services, LLC
40,295$2.5M0.0%CoreLowAustin, TX2026-11-02
PFG Advisors
34,310$2.1M0.1%ETFMediumPhoenix, AZ2026-10-16
Marino, Stram & Associates LLC
32,648$2.0M0.3%ETFVery LowBraintree, MA2026-10-22
Maseco LLP
31,222$2.0M0.1%ETFVery LowLondon, United Kingdom2026-10-27
Citizens Financial Group Inc
30,200$1.9M0.0%GrowthLowProvidence, RI2026-10-23
Boyd Wealth Management, LLC
29,731$1.9M0.7%ETFMediumSacramento, CA2026-10-20
Advisory Solutions Group, LLC
28,731$1.8M0.4%ETFN/APlymouth, MN2026-10-14
Hanson & Doremus Investment Management
25,264$1.6K0.0%CoreVery LowBurlington, VT2026-10-16
Capital City Trust Co
24,138$1.5M0.3%CoreVery LowTallahassee, FL2026-10-22
Sentinel Trust Co LBA
23,624$1.5K0.0%ETFVery LowHouston, TX2026-11-03
First Affirmative Financial Network
22,683$1.4M0.3%CoreN/AColorado Springs, CO2026-10-21
Avior Wealth Management, LLC
20,523$1.3M0.0%ETFMediumOmaha, NE2026-10-13
eCIO, Inc.
20,286$1.3M0.4%ETFMediumMadison, WI2026-11-02
Bell Investment Advisors, Inc
19,903$1.2M0.2%ETFVery LowOrinda, CA2026-10-29
Affinity Capital Advisors, LLC
19,712$1.3M0.1%ETFLowBerkeley, CA2026-10-13
Summit Global Investments
19,477$1.2K0.0%CoreMediumBountiful, UT2026-10-28
Focus Financial Network, Inc.
16,879$1.1M0.0%ETFLowMinneapolis, MN2026-10-14
Truist Financial Corp
16,556$1.0M0.0%CoreLowCharlotte, NC2026-10-30
Farrow Financial, Inc.
15,354$959.3K0.5%ETFLowSouth Burlington, VT2026-10-30
Wealth Enhancement Advisory Services, LLC
15,106$957.6K0.0%CoreLowPlymouth, MN2026-10-13
Matrix Asset Advisors Inc
13,499$843.4K0.1%ValueLowWhite Plains, NY2026-10-13
Trust Co of Vermont
13,351$834.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
Johnson Financial Group, LLC
12,845$802.6K0.0%ETFLowDenver, CO2026-11-03
Values Added Financial LLC
11,979$748.4K0.3%ETFLowWashington, DC2026-10-28
William Mack & Associates, Inc.
11,791$736.7K0.2%ETFLowTroy, MI2026-10-27
Facet Wealth, Inc.
11,781$736.1K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Enclave Advisors LLC
10,925$682.6K0.1%ETFMediumAustin, TX2026-10-14
Burns J W & Co Inc
10,750$671.7K0.1%GrowthVery LowDewitt, NY2026-10-20
Human Investing LLC
9,947$621.5K0.1%ETFVery LowLake Oswego, OR2026-10-19
SteelPeak Wealth, LLC
9,835$614.5K0.0%GrowthHighWoodland Hills, CA2026-10-16
Lido Advisors, LLC
9,501$593.6K0.0%GrowthLowLos Angeles, CA2026-11-04
Cornerstone Wealth Advisors, Inc.
9,000$562.3K0.1%ETFLowEdina, MN2026-10-16
Schmidt P J Investment Management Inc
8,925$557.6K0.1%GrowthVery LowCedarburg, WI2026-11-02
Golden State Wealth Management, LLC
8,405$525.1K0.0%ETFMediumSanta Ana, CA2026-11-02
Bailard, Inc.
8,147$509.0K0.0%GrowthMediumFoster City, CA2026-10-13
Chicago Partners Investment Group LLC
8,092$503.1K0.0%GARPLowChicago, IL2026-10-27
Trademark Financial Management, LLC
7,785$486.4K0.2%ETFMediumBloomington, MN2026-10-23
Sovran Advisors, LLC
7,690$484.1K0.0%ETFMediumSan Diego, CA2026-11-02
North Berkeley Wealth Management, LLC
7,498$468.5K0.2%ETFMediumBerkeley, CA2026-11-02
Walled Lake Planning & Wealth Management, LLC
7,385$461.4K0.1%ETFLowHighland Park, IL2026-10-29
Horst & Graben Wealth Management LLC
7,278$454.8K0.1%ETFMediumPortland, OR2026-11-02
Blvd Private Wealth, LLC
7,163$447.6K0.3%CoreMediumProspect, KY2026-10-14
Financial Insights, Inc.
7,159$447.3K0.1%ETFLowTacoma, WA2026-10-27
Foronjy Financial LLC
6,874$429.5K0.2%ETFLowLos Osos, CA2026-10-14
Prospera Financial Services Inc
6,170$381.3K0.0%CoreMediumDallas, TX2026-11-04
MRA Advisory Group
6,149$384.2K0.1%ETFMediumParsippany, NJ2026-10-07
Signature Estate & Investment Advisors LLC
6,134$383.3K0.0%ETFMediumLos Angeles, CA2026-10-13
South Shore Capital Advisors
6,129$382.9K0.3%CoreMediumCohasset, MA2026-10-20
Evanson Financial, LLC
5,648$352.9K0.0%ETFN/AMclean, VA2026-10-23
Ironwood Financial, llc
5,577$348.5K0.1%ETFLowTucson, AZ2026-10-20
Evergreen Capital Management LLC
4,916$307.2K0.0%GARPMediumBellevue, WA2026-10-23
Citigroup Inc
4,556$284.7K0.0%CoreMediumNew York, NY2026-11-04
Key FInancial Inc
4,540$283.7K0.0%ETFLowWest Chester, PA2026-11-02
Wilmington Savings Fund Society, FSB
4,500$281.2K0.0%CoreLowWilmington, DE2026-10-23
Seneca Financial Advisors LLC
4,434$277.0K0.1%ETFLowRochester, NY2026-10-28
4Thought Financial Group Inc.
4,316$269.7K0.1%ETFLowSyosset, NY2026-11-02
FSM Wealth Advisors, LLC
4,275$271.0K0.0%ETFLowCleveland, OH2026-10-27
Kingswood Wealth Advisors, LLC
4,250$265.5K0.0%GrowthLowSan Diego, CA2026-10-23
Rockingstone Advisors LLC
4,160$259.9K0.1%GrowthLowGreat Barrington, MA2026-10-16
Bath Savings Trust Co
4,075$254.6K0.0%CoreLowBath, ME2026-10-07
Sigma Planning Corp
4,037$252.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Appleton Partners Inc
3,855$2410.0%GrowthLowBoston, MA2026-10-30
Alpha Omega Wealth Management LLC
3,750$234.3K0.0%ValueLowRichmond, VA2026-10-23
Willow Creek Wealth Management Inc.
3,653$228.2K0.0%ETFVery LowSebastopol, CA2026-10-26
Princeton Global Asset Management LLC
3,556$222.2K0.0%GrowthLowPrinceton, NJ2026-10-21
Hoxton Planning & Management, LLC
3,505$219.0K0.1%ETFLowShepherdstown, WV2026-10-15
Eastern Bank
3,411$213.1K0.0%GrowthMediumBoston, MA2026-10-05
Pacific Center for Financial Services
3,333$208.2K0.0%ETFMediumDanville, CA2026-10-15
Selective Wealth Management, Inc.
3,276$207.1K0.0%ETFLowForest, VA2026-10-16
Northern Financial Advisors Inc
3,255$203.4K0.1%CoreLowBloomfield Hills, MI2026-10-29
Investment Research & Advisory Group, Inc.
3,239$2.5M0.7%GrowthVery LowAtlanta, GA2026-10-19
First Bancorp, Inc
3,130$195.6K0.1%ValueVery LowDamariscotta, ME2026-10-26
AlphaCore Capital LLC
3,064$191.4K0.0%ETFLowLa Jolla, CA2026-11-04
First Pacific Financial
2,670$166.8K0.0%ETFLowVancouver, WA2026-10-14
Washington Trust Advisors, Inc.
2,544$158.9K0.0%GrowthLowWellesley, MA2026-10-22
Monetary Solutions, Ltd
2,537$158.5K0.1%ETFVery LowDayton, OH2026-10-22
Flagship Wealth Advisors, LLC
2,073$129.5K0.0%ETFLowWakefield, MA2026-11-03
Kennebec Savings Bank
1,794$112.1K0.1%CoreLowAugusta, ME2026-10-22
Dhjj Financial Advisors, Ltd.
1,792$112.0K0.0%ETFVery LowNaperville, IL2026-10-23
Wealth Enhancement Trust Services, Inc.
1,645$102.8K0.0%GrowthMediumSioux Falls, SD2026-10-07
Evermay Wealth Management LLC
1,382$86.3K0.0%ETFLowArlington, VA2026-11-05
Private Trust Co NA
1,236$77.2K0.0%CoreLowCleveland, OH2026-10-20
Parallel Advisors, LLC
1,200$75.0K0.0%IndexLowSan Francisco, CA2026-11-03
Investors Research Corp
1,051$65.7K0.0%ETFLowAtlanta, GA2026-10-07
Hager Investment Management Services, LLC
874$54.6K0.0%GrowthMediumNew London, NH2026-11-04
First Financial Corp
843$52.7K0.0%CoreVery LowTerre Haute, IN2026-10-13
TD Waterhouse Canada Inc.
821$51.5K0.0%CoreLowToronto, Australia2026-10-16
Asset Dedication, LLC
780$48.7K0.0%ETFLowSan Francisco, CA2026-11-03
Farther Finance Advisors, LLC
549$34.3K0.0%IndexLowSan Francisco, CA2026-10-08
Cranbrook Wealth Management, LLC
540$33.7K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Harbor Asset Planning, Inc.
537$33.6K0.0%ETFVery LowBelmont, MA2026-10-23
CoreCap Advisors, LLC
356$22.2K0.0%ETFMediumSouthfield, MI2026-10-08
TFC Financial Management, Inc.
311$19.5K0.0%ETFVery LowBoston, MA2026-10-26
Lanark Financial, Inc.
300$18.7K0.0%CoreMediumBirmingham, AL2026-10-26
Westside Investment Management, Inc.
300$18.7K0.0%GrowthLowSanta Monica, CA2026-11-02
Creative Financial Designs Inc
219$13.7K0.0%ETFMediumKokomo, IN2026-11-04
Kroeger Financial Partners
189$11.8K0.0%ETFN/AGrass Valley, CA2026-10-19
Pinnacle Wealth Planning Services, Inc.
147$9.2K0.0%GARPLowMansfield, OH2026-10-27
Assetmark, Inc
101$6.3K0.0%ETFLowConcord, CA2026-10-21
Grove Bank & Trust
100$6.2K0.0%ETFLowMiami, FL2026-10-08
Cassaday & Co Wealth Management LLC
81$5.1K0.0%ETFVery LowMclean, VA2026-10-27
North Star Investment Management Corp.
35$2.2K0.0%CoreLowChicago, IL2026-10-27
Hickory Point Bank & Trust
21$1.3K0.0%CoreVery LowDecatur, IL2026-10-01
WPG Advisers, LLC
17$1.1K0.0%CoreLowBaltimore, MD2026-10-27