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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

1,037 managers (1,052 13F filers) reported a position in SPSM shares at 2026-06-30, 217,849,150 shares in all. 101 filers opened a position and 41 filers sold out during the quarter.

Managers
1,037
13F filers
1,052
New
101
Added
425
Reduced
375
Sold out
41
Shares held by filers
217,849,150

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC25,175,605$1.45B0.33%+584,64413F-HRTimeline
Betterment LLC19,180,838$1.11B1.87%+161,87313F-HRTimeline
Financial Engines Advisors L.L.C.18,804,022$1.08B1.93%-1,869,30313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,147,363$701M0.05%+8,220,16113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,614,768$439M0.02%+422,47013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,343,778$424M+1,923,915Timeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co6,597,240$380M0.05%+14,55013F-HRTimelineGroup
Valmark Advisers, Inc.5,101,635$294M3.12%-310,69013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC5,022,048$290M3.81%+111,13113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,348,586$252M0.05%-101,18913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,009,298$174M0.05%+212,63513F-HRTimelineGroup
Creative Planningin group Creative Planning2,776,196$160M0.09%-26,42513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding2,483,551$143M+111,728Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,089,160$120M0.14%+188,56613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,080,273$120M0.1%+874,14813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,961,330$113M0.06%+46,48513F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.1,920,706$111M10.55%+49,66713F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,841,106$106M+20,679Timeline
Crestwood Advisors Group, LLC1,742,537$100M1.49%+15,89013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,656,155$95.5M0.05%+26,43513F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,613,064$93M<0.01%-319,31713F-HRTimelineGroup
Cetera Investment Advisers1,554,487$89.6M0.08%+152,36513F-HRTimeline
Dakota Wealth Management1,499,275$86.5M1.65%+115,80513F-HRTimeline
MASON STREET ADVISORS, LLC1,379,248$79.5M7.17%+52,82513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,239,772$71.5M0.12%-197,95513F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC1,222,487$70.5M0.53%-65,48213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.1,200,234$69.2M1.09%+63213F-HRTimeline
Private Advisor Group, LLC1,125,006$64.9M0.3%+155,80213F-HRTimeline
HighTower Advisors, LLC1,071,815$61.8M0.06%+22,29813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,009,258$58.2M0.07%+93,74913F-HRTimeline
DAVENPORT & Co LLC986,910$56.9M0.29%+118,52613F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC959,196$55.3M2.6%-4,66613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN952,624$54.9M0.01%+6,84613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.880,649$50.8M0.3%-89,82613F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…833,994$48.1M2.79%+24,14913F-HRTimeline
First Command Advisory Services, Inc.818,472$47.2M0.28%+79,66513F-HRTimeline
One Day In July LLC804,494$46.4M3.23%+67,29213F-HRTimeline
Stadion Money Management, LLC803,443$46.3M3.99%-58,45913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding768,278$43.5M+377,031Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP744,666$42.9M0.05%-14,77013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…732,516$42.2M0.23%+55,13713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA712,610$41.1M0.01%-23,88213F-HRTimelineGroup
Integrated Wealth Concepts LLC702,614$40.5M0.2%+300,62313F-HRTimeline
HighPoint Advisor Group LLC695,486$40.1M1.41%+127,86613F-HRTimeline
VICUS CAPITAL684,168$39.5M2.55%+1,29813F-HRTimeline
GREENLEAF TRUST668,396$38.5M0.37%+55,26013F-HRTimeline
Peterson Wealth Advisors, LLC667,839$38.5M4.55%+12,69213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP657,330$37.9M0.05%-8,09713F-HR/ATimelineGroup
Morningstar Investment Management LLCin group Morningstar Investment Manage…774,051$37.4M2.31%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA643,758$37.1M0.51%+5013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC630,122$36.3M1.31%+13,08913F-HRTimelineGroup
Clark Capital Management Group, Inc.606,750$35M0.19%new13F-HRTimeline
Evernest Financial Advisors, LLC599,855$34.6M7.23%+37,78813F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA593,958$34.3M1.34%+10,04913F-HRTimeline
RKL Wealth Management LLC593,853$34.2M2.73%+23,58813F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…592,573$34.2M0.26%+156,04213F-HRTimelineGroup
OARSMAN CAPITAL, INC.583,514$33.7M3.56%+33,91813F-HRTimeline
Avior Wealth Management, LLC558,732$32.2M0.85%+8,77013F-HRTimeline
Savant Capital, LLC605,173$32M0.09%+297,82713F-HRTimeline
Composition Wealth, LLC542,947$31.3M0.37%+85,21213F-HRTimeline
Cambridge Investment Research Advisors,…542,432$31.3M0.07%-51,70013F-HR/ATimeline
AlphaStar Capital Management, LLC521,139$30.1M1.91%+186,14313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding481,926$27.8M+30,311Timeline
SPINNAKER TRUST479,835$27.7M1.34%-12,40113F-HRTimeline
ABOUND FINANCIAL, LLC473,796$27.3M10.89%-68,60313F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …465,415$26.8M3.51%+99,00813F-HRTimeline
Garrett Wealth Advisory Group, LLC461,770$26.6M4.09%+4,43613F-HRTimeline
Crews Bank & Trust456,249$26.3M3.43%-30,47613F-HRTimeline
KWB Wealth452,815$26.1M2.23%-96,01613F-HRTimeline
United Asset Strategies, Inc.434,336$25M1.77%+4,50213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC431,825$24.9M0.03%+4,01413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO432,384$24.8M<0.01%+27,55413F-HRTimelineGroup
Geneos Wealth Management Inc.423,216$24.4M0.5%+12,21013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …422,057$24.3M3.95%13F-HRTimelineGroup
Allen Capital Group, LLC421,001$24.3M1.99%+14,76513F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.396,801$22.9M0.14%-350,27513F-HRTimelineGroup
Boston Standard Wealth Management, LLC376,832$21.8M3.16%-10,01213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC377,072$21.7M0.83%+18,01713F-HRTimeline
Shepherd Financial Partners LLC376,221$21.7M1.78%-5013F-HRTimeline
Fund Evaluation Group, LLC374,838$21.6M0.58%-56,49013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC374,702$21.6M0.08%+8,11713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC374,428$21.6M0.04%+83,89813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC366,031$21.1M0.13%-9,73413F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.374,375$21.1M0.03%+85,08213F-HRTimelineGroup
TPG Financial Advisors, LLC361,261$20.8M6.22%+28,57213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding354,107$20.4M+68,192Timeline
Atlas Private Wealth Advisors351,572$20.3M4.44%+1,70613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC349,702$20.2M2.08%+28,00413F-HRTimeline
Trustees of Dartmouth College349,430$20.2M6.02%new13F-HRTimeline
Hancock Prospecting Pty Ltd342,840$19.8M0.35%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…345,538$19.3M0.03%+8,65513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.328,118$18.9M1.14%-3,93413F-HRTimeline
Impact Partnership Wealth, LLC326,161$18.8M1.83%-177,53113F-HRTimeline
Merit Financial Group, LLC325,390$18.8M0.12%-1,02713F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC319,166$18.4M0.22%+172,44113F-HRTimelineGroup
Foguth Wealth Management, LLC.323,245$18.2M2.07%+85,97913F-HRTimeline
Leicht Financial Planning & Wealth Mana…314,283$18.1M7.43%-62,32913F-HRTimeline
WBH ADVISORY INC312,928$18M1.21%-59113F-HRTimeline
OneDigital Investment Advisors LLC309,945$17.9M0.15%-10,05213F-HRTimeline
Legacy Edge Advisors, LLC305,454$17.6M1.62%+2,45413F-HR/ATimeline
Orion Porfolio Solutions, LLC303,607$17.5M0.13%+260,05213F-HRTimeline
Taylor & Morgan Wealth Management, LLC301,836$17.4M8.58%+16,75913F-HRTimeline
Carroll Advisory Group, LLC300,371$17.3M5.69%+36,87513F-HRTimeline
Financial Security Advisor, Inc.299,696$17.3M2.81%-6,20313F-HRTimeline
Mariner, LLCin group Mariner, LLC298,559$17.2M0.02%-243,04113F-HRTimelineGroup
SilverOak Wealth Management LLC296,937$17.1M2.21%+45,24213F-HRTimeline
Pure Financial Advisors, LLC293,288$16.9M0.22%-6,53813F-HRTimeline
Western Wealth Management, LLC291,135$16.8M0.55%+11,46613F-HRTimeline
Windsor Capital Management, LLC291,056$16.8M4.36%-99613F-HRTimeline
Klaas Financial Asset Advisors, LLC287,054$16.6M2.06%+10,00213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding286,169$16.5M-3,857Timeline
PRUDENT INVESTORS NETWORK, INC.283,778$16.4M3.17%+62,82213F-HRTimeline
Allworth Financial LP280,395$16.2M0.07%-8,32213F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP280,853$16.1M0.01%-418,51013F-HRTimeline
Financial Insights, Inc.278,497$16.1M4.23%+27,31113F-HRTimeline
Montz Harcus Wealth Management LLC275,949$15.9M5.66%+20,17113F-HRTimeline
Carnegie Investment Counsel272,291$15.7M0.31%-1,32613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …271,992$15.7M0.75%-2,30113F-HRTimelineGroup
IHT Wealth Management, LLC270,994$15.6M0.33%-2,56113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC265,678$15.3M<0.01%+73,77313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding265,245$15.3M-52,512Timeline
Global Retirement Partners, LLC255,539$14.7M0.23%13F-HRTimeline
Compton Financial Group, LLC243,837$14.1M2.71%-221,53513F-HRTimeline
Valeo Financial Advisors, LLC240,748$13.9M0.29%-8,00213F-HRTimeline
Morrissey Wealth Management, LLC256,221$13.8M8.68%13F-HRTimeline
Tortoise Investment Management, LLC235,466$13.6M1.01%+14,06013F-HRTimeline
Octavia Wealth Advisors, LLC234,356$13.5M1.17%+5,78113F-HRTimeline
Aspire Capital Advisors LLC218,016$12.6M2.45%+313F-HRTimeline
Strategic Financial Planning, Inc.217,032$12.5M6.53%new13F-HRTimeline
Sanctuary Advisors, LLC216,715$12.5M0.06%-4,43313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding216,444$12.5M+14,585Timeline
WALLER FINANCIAL PLANNING GROUP, INC210,367$12.1M2.5%-11,69613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…208,138$12M0.02%+111,22613F-HRTimelineGroup
Gladstone Institutional Advisory LLC206,805$11.9M0.38%+3,16913F-HRTimeline
Syntegra Private Wealth Group, LLC206,219$11.9M0.92%-7,27613F-HRTimeline
Sterling Investment Advisors, Ltd.79,744$11.8M1.98%-66613F-HRTimeline
NewEdge Advisors, LLC203,082$11.7M0.03%-4,95113F-HRTimeline
ROYCE & ASSOCIATES LP200,373$11.6M0.09%-7,35013F-HRTimeline
Bleakley Financial Group, LLC195,260$11.3M0.14%+6,58413F-HRTimeline
Avidian Wealth Enterprises, LLC191,067$11M0.31%+43013F-HRTimeline
Berkeley Capital Partners, LLC183,928$10.6M2.18%+3,21413F-HRTimeline
Private Wealth Group, LLC183,563$10.6M4.09%+31,50013F-HRTimeline
True Blue Financial, LLC182,168$10.5M4.43%+129,91313F-HRTimeline
International City Management Associati…180,591$10.4M4.53%+18,93113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC177,872$10.3M0.02%+44,12513F-HRTimelineGroup
Bensler, LLC177,837$10.3M0.91%+12,09913F-HRTimeline
Private Advisory Group LLC177,517$10.2M0.57%-71313F-HRTimeline
RVW Wealth, LLC174,960$10.1M0.66%+21,84413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV169,091$9.75M0.01%+88,29413F-HR/ATimeline
1900 WEALTH MANAGEMENT LLC166,527$9.6M0.53%+82,26413F-HRTimeline
WRAPMANAGER INC164,528$9.49M2.97%-2,71013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.163,513$9.43M1.23%+2,00613F-HRTimeline
Portside Wealth Group, LLC162,268$9.36M1.09%+11,93013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC160,698$9.27M0.36%+4,76513F-HRTimeline
Focus Financial Network, Inc.160,378$9.25M0.29%-28,72513F-HRTimeline
Paulson Wealth Management Inc.156,527$9.03M1.91%+14,27913F-HRTimeline
Orange Investment Advisors, Inc.153,397$8.85M1.07%+4913F-HRTimeline
Millington Financial Advisors, LLC153,627$8.72M3.43%+3,61213F-HRTimeline
Warren Street Wealth Advisors, LLC151,036$8.71M1.97%+2,69413F-HRTimeline
AF Advisors, Inc.150,000$8.65M4.25%013F-HRTimeline
JNBA Financial Advisors148,319$8.55M0.65%-174,22913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC147,367$8.5M0.57%+13,89113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.145,082$8.37M0.11%+1,19213F-HRTimeline
Asset Management Group, Inc.142,823$8.24M1.21%-3,76413F-HRTimeline
Advance Capital Management, Inc.139,768$8.06M0.26%+4013F-HRTimeline
D.A. DAVIDSON & CO.139,209$8.03M0.04%-2,90113F-HRTimeline
AE Wealth Management LLC137,862$7.95M0.04%+37,18613F-HRTimeline
IAG Wealth Partners, LLC137,417$7.92M0.78%+2,12613F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC133,840$7.72M0.47%+1,61513F-HRTimeline
Estate Counselors, LLC132,101$7.62M0.66%+118,80613F-HRTimeline
Collier Financial131,424$7.58M5.19%-16,79613F-HRTimeline
Arete Wealth Advisors, LLC128,638$7.42M0.49%+98,11713F-HR/ATimeline
Pallas Capital Advisors LLC128,209$7.39M0.23%+6,07513F-HRTimeline
Midwest Trust Co128,109$7.39M0.08%+1,40713F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…127,585$7.36M3.42%+5,00013F-HRTimelineGroup
&PARTNERS127,312$7.34M0.03%-1,84213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources126,828$7.31M<0.01%-85013F-HRTimelineGroup
RFG Advisory, LLC126,801$7.31M0.11%+8,35713F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA126,800$7.31M0.01%-90,30013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.126,502$7.3M0.13%-67913F-HRTimeline
NOTTINGHAM ADVISORS, INC.117,178$7.17M0.86%-4,31913F-HRTimeline
Waverly Advisors, LLC123,955$7.15M0.04%+3,36613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC122,857$7.09M<0.01%+35,23513F-HRTimelineGroup
Trilogy Capital Inc.121,830$7.03M0.27%-22,48213F-HRTimeline
Cornerstone Wealth Management, LLC120,105$6.93M0.3%+81413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…119,998$6.92M0.18%-4,32213F-HRTimeline
Fiduciary Group, LLC119,894$6.91M0.54%+2,79613F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding119,882$6.91M+45,371Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC119,728$6.9M0.02%+49513F-HRTimelineGroup
Leslie Global Wealth, LLC118,813$6.85M2.67%-16,56313F-HRTimeline
Hofer & Associates. Inc118,506$6.83M3.3%+3,36113F-HRTimeline
XY Planning Network, Inc.116,659$6.73M0.84%-69613F-HRTimeline
Richmond Investment Services, LLC113,750$6.56M2.08%-100,79513F-HRTimeline
Up Capital Management, Inc.111,660$6.44M4.98%+37,78813F-HRTimeline
Kensington Asset Management, LLC111,072$6.41M0.35%+50,80013F-HRTimeline
Napier Financial, LLC110,389$6.37M1.33%+1,46613F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD109,500$6.31M0.04%+49,50013F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …108,300$6.25M<0.01%+4,90013F-HRTimelineGroup
Premier Private Wealth Management LLC107,152$6.18M5.41%+10,91213F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.106,788$6.16M2.04%+2,41813F-HRTimeline