$SPHY is held by 6 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.95%, with an average of 0.30% of portfolio. Largest holder: Impact Partnership Wealth, LLC at 0.95%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
SPDR SERIES TRUST
13F holders
515
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 515 · Source: 13F-HR01
Gladwyn Financial Advisors, Inc.
—
—
02
Trinity Legacy Partners, LLC
—
—
03
Banyan Capital Management, Inc.
—
—
04
State Farm Mutual Automobile Insurance Co.
—
—
05
Neuberger Berman Group LLC
—
—
06
Taconic Capital Advisors LP
—
—
07
Addison Capital Co
—
—
08
Scoggin Management LP
—
—
09
Alaska Wealth Advisors
—
—
10
Marquette Asset Management, LLC
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
6 holders · Q1 202601
Impact Partnership Wealth, LLC
0.95% NEW
α +10.3pts
02
ProVise Management Group, LLC
0.55% NEW
α +11.2pts
03
Fiduciary Alliance LLC
0.17% held
α +16.8pts
04
RFG Advisory, LLC
0.09% held
α +16.2pts
05
Principal Securities, Inc.
0.04% held
α +21.3pts
06
Citigroup Inc.
0.00% held
α +26.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $SPHY in the recent window.
Congress trades · last 90 days
2 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $SPHY lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $SPHY — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 12:25 UTC.