# SPDR SERIES TRUST (SPYX) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 78468R796
Page URL: https://superinvestorclub.com/stock/SPYX
Last updated: 2026-07-08T12:55:22.442Z

## Summary

As of the most recent 13F filing period, SPDR SERIES TRUST (SPYX) is held by 2 tracked superinvestors with an aggregate position value of $1.7M representing 02015912504 shares.

## Top institutional holders (2)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 20159 | $1.1M | 0.03% | 2026-03-31 |
| 2 | [David Katz](https://superinvestorclub.com/manager/79) | Matrix Asset Advisors | 12504 | $663,095 | 0.06% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2023-09-30: 1 holders, $372,896 aggregate, 010737 shares
- 2023-12-31: 1 holders, $411,813 aggregate, 010611 shares
- 2024-03-31: 1 holders, $443,922 aggregate, 010372 shares
- 2024-06-30: 1 holders, $432,000 aggregate, 09697 shares
- 2024-09-30: 1 holders, $556,802 aggregate, 011784 shares
- 2024-12-31: 2 holders, $1.6M aggregate, 01960314054 shares
- 2025-03-31: 3 holders, $2.52B aggregate, 045000002022913348 shares
- 2025-06-30: 2 holders, $1.7M aggregate, 01993113348 shares
- 2025-09-30: 2 holders, $1.8M aggregate, 01993113023 shares
- 2025-12-31: 2 holders, $1.9M aggregate, 02005913023 shares
- 2026-03-31: 2 holders, $1.7M aggregate, 02015912504 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "SPDR SERIES TRUST (SPYX) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/SPYX), aggregating SEC 13F, Form 4, and congressional disclosures."