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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
626 Financial, LLC106,726$6.15M2.41%+1,52013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.105,225$6.07M0.01%+1,97013F-HRTimelineGroup
COLTON GROOME FINANCIAL ADVISORS, LLC103,019$5.94M1.44%+6,70013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP101,977$5.84M<0.01%+27,62613F-HRTimelineGroup
Quantinno Capital Management LP101,094$5.83M0.01%+4,76013F-HRTimeline
MJP ASSOCIATES INC /ADV100,499$5.8M0.63%+3,33113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp99,748$5.75M<0.01%-6,31913F-HRTimelineGroup
Janney Montgomery Scott LLC99,468$5.74M0.01%-6,42913F-HRTimeline
Steward Partners Investment Advisory, L…97,589$5.63M0.03%+22,99413F-HRTimeline
Pachira Investments Inc.97,542$5.63M2.12%-8,31813F-HRTimeline
Signal Advisors Wealth, LLC97,507$5.62M0.29%+13,27813F-HRTimeline
Resonant Capital Advisors, LLC96,974$5.59M0.27%+1,78013F-HRTimeline
CFS Investment Advisory Services, LLC98,000$5.58M0.37%+37,45313F-HRTimeline
Hibernia Wealth Partners, LLC95,843$5.53M2.99%-87,91213F-HRTimeline
Alesco Advisors, LLC, An ESL Co95,483$5.51M0.13%+2,07513F-HRTimeline
Wealth Advisory Solutions, LLC95,161$5.49M1.13%+2,95513F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.95,030$5.48M1.69%+2,22913F-HRTimeline
Shum Financial Group, Inc.94,534$5.45M3.29%-1,73213F-HRTimeline
Arkadios Wealth Advisors94,090$5.43M0.08%+1,43713F-HRTimeline
SeedSafe Financial LLC92,228$5.31M3.82%+1,53613F-HRTimeline
RAINIER FAMILY WEALTH INC90,552$5.22M2.97%+1,22713F-HRTimeline
DDFG, Inc89,254$5.15M1.02%+6,86713F-HRTimeline
Roan Capital Partners89,040$5.13M4.26%+12,20213F-HRTimeline
CVFG LLC87,442$5.04M0.53%-1,29113F-HRTimeline
WCG Wealth Advisors LLC86,819$5.01M0.12%-12,12513F-HRTimeline
Aspire Private Capital, LLC86,620$5M1.03%-5,18113F-HRTimeline
SCS Capital Management LLC86,412$4.98M0.05%-3,82713F-HRTimeline
RETIREMITTEN FINANCIAL LLC86,282$4.98M2.1%+1,08113F-HRTimeline
Gotham Asset Management, LLC86,254$4.97M0.01%013F-HRTimeline
AlphaCore Capital LLC85,238$4.92M0.09%-5,68113F-HRTimeline
Farther Finance Advisors, LLC85,061$4.91M0.04%+19,01413F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC84,803$4.89M0.64%-1,41213F-HR/ATimeline
Ashton Thomas Private Wealth, LLC84,568$4.88M0.1%+67,10913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC84,423$4.87M<0.01%+57,39613F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT82,666$4.77M0.07%+6,09813F-HRTimeline
MONECO ADVISORS, LLC79,969$4.61M0.28%+1,33413F-HRTimeline
Summit Financial, LLC79,857$4.61M0.05%+5,84313F-HRTimeline
Perennial Investment Advisors, LLC79,441$4.58M0.31%+1,41313F-HRTimeline
FMR LLCin group FMR LLC79,364$4.58M<0.01%+18,43013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…79,353$4.58M0.01%-66,32713F-HRTimelineGroup
Sage Financial Management Group, Inc.77,768$4.48M1.23%+1,23313F-HRTimeline
Compass Wealth Management LLC77,747$4.48M0.85%-5,50313F-HRTimeline
Chicago Partners Investment Group LLC78,604$4.43M0.09%+4,77813F-HRTimeline
Aptus Capital Advisors, LLC76,683$4.42M0.03%+7,15213F-HRTimeline
Simplicity Wealth,LLC76,480$4.41M0.15%+22,35313F-HRTimeline
Maia Wealth LLC76,224$4.4M0.65%+14,01813F-HRTimeline
IFP Advisors, Inc75,537$4.36M0.08%+3,70613F-HRTimeline
LEGACY SOLUTIONS, LLC74,735$4.31M3.49%+17613F-HRTimeline
Atria Investments, Inc74,675$4.31M0.04%-1,54513F-HRTimeline
Disciplined Investors, L.L.C.74,134$4.28M2.14%+3,00713F-HRTimeline
Jacobi Capital Management LLC74,053$4.27M0.21%+2,51713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC73,993$4.27M<0.01%+1,55913F-HRTimelineGroup
MGO ONE SEVEN LLC73,118$4.22M0.07%-165,19013F-HRTimeline
Hughes Financial Services, LLC73,090$4.22M0.56%-3,62513F-HRTimeline
Wealth Advisors of Iowa, LLC72,714$4.19M1.14%+16,13413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.72,509$4.18M0.17%+5,42313F-HRTimelineGroup
Sequoia Financial Advisors, LLC72,026$4.15M0.02%+41813F-HRTimeline
G&S Capital LLC71,610$4.13M1.2%-56613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…71,255$4.11M0.04%+57913F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…70,254$4.05M0.11%+1,49613F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC69,228$3.99M0.09%-1,25113F-HRTimeline
Kohmann Bosshard Financial Services, LLC68,806$3.97M0.34%-2,09713F-HRTimeline
WNY Asset Management, LLC68,028$3.92M0.35%+1,57113F-HRTimeline
Meridian Financial Advisors, LLC67,352$3.88M1.87%+1,05613F-HRTimeline
Larson Financial Group LLC67,148$3.87M0.1%-19,27213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC67,061$3.86M0.16%+5,75413F-HRTimeline
Sherman Asset Management, Inc.66,875$3.86M2.99%+24,03213F-HRTimeline
Capital Investment Management, Inc.66,725$3.85M1.18%+28013F-HRTimeline
Legend Financial Advisors, Inc.66,434$3.83M2.18%+7013F-HRTimeline
PECAUT & CO.66,143$3.81M1.16%-76313F-HRTimeline
Ausdal Financial Partners, Inc.65,819$3.8M0.15%+3,06113F-HRTimeline
Breakwater Capital Group65,762$3.79M0.46%-1,29413F-HRTimeline
Opal Wealth Advisors, LLC65,667$3.79M0.82%+1,42413F-HRTimeline
Annex Advisory Services, LLC65,272$3.76M0.06%-1,06213F-HRTimeline
NorthRock Partners, LLC65,211$3.76M0.05%-6,16313F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC65,711$3.75M0.12%+1,68813F-HRTimelineGroup
Sowell Financial Services LLC64,529$3.72M0.12%+76313F-HRTimeline
SEEDS INVESTOR LLC64,386$3.71M0.38%-17,29013F-HRTimeline
RMR Capital Management, LLC63,792$3.68M2.53%+2,24113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/63,175$3.64M<0.01%+13,37813F-HRTimelineGroup
SkyOak Wealth, LLC62,732$3.62M0.59%+2,31713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding62,492$3.6M+1,669Timeline
Garden State Investment Advisory Servic…62,455$3.6M0.71%-49013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments61,830$3.57M0.19%+2,30113F-HRTimelineGroup
Destiny Capital Corp/CO61,436$3.54M1.65%-5,64113F-HRTimeline
Stablepoint Partners, LLC61,245$3.53M0.49%+3,91613F-HRTimeline
Smith & Howard Wealth Management, LLC60,630$3.5M0.72%+65413F-HRTimeline
World Investment Advisors66,327$3.49M0.06%+21,27113F-HRTimeline
Bill Few Associates, Inc.60,462$3.49M0.75%+1,74513F-HRTimeline
CFM WEALTH PARTNERS LLC60,421$3.48M0.44%+12313F-HRTimeline
Clarus Wealth Advisors61,551$3.44M1.33%-2,64613F-HRTimeline
Amicus Financial Advisors, LLC58,714$3.39M0.83%-1,42213F-HRTimeline
Modern Wealth Management, LLC58,119$3.35M0.04%+1,75513F-HRTimeline
First PREMIER Bank57,325$3.31M0.53%new13F-HRTimeline
PRIVATE TRUST CO NA56,887$3.28M0.26%+1,00413F-HRTimeline
Alta Wealth Advisors LLC56,652$3.27M0.89%+1,74113F-HRTimeline
Modera Wealth Management, LLC56,416$3.25M0.03%-66313F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC57,204$3.25M0.12%-1,15013F-HRTimeline
Marathon Strategic Advisors, LLC56,146$3.24M1.83%-10913F-HRTimeline
EP Wealth Advisors, LLC56,116$3.24M0.01%+22,01113F-HRTimeline
Walkner Condon Financial Advisors LLC55,849$3.22M0.37%+86313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC55,683$3.21M0.07%-5,98113F-HRTimelineGroup
KEELER & NADLER FINANCIAL PLANNING & WE…55,631$3.21M0.91%+10213F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC55,587$3.21M0.3%-3,03513F-HRTimeline
Smartleaf Asset Management LLC55,436$3.18M0.1%013F-HRTimeline
Coastwise Capital Group, LLC54,963$3.17M1.84%+3,01613F-HRTimeline
Saxony Capital Management, LLC54,133$3.12M1.43%+14,35813F-HRTimeline
Cyndeo Wealth Partners, LLC53,817$3.1M0.15%-7,20013F-HRTimeline
Manhattan West Asset Management, LLC53,744$3.1M0.52%+2,69513F-HRTimeline
WLTH Capital Management, LLC53,727$3.1M1.99%-4,49513F-HRTimeline
LANARK FINANCIAL, INC.53,447$3.08M0.21%+2,00713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC52,560$3.03M0.19%-513F-HRTimeline
Ironwood Wealth Management, LLC.51,932$2.99M0.66%-1,58713F-HRTimeline
Raleigh Capital Management Inc.51,837$2.99M0.95%-1,42413F-HRTimeline
RAELIPSKIE PARTNERSHIP51,625$2.98M1.12%+13,39013F-HRTimeline
Obermeyer Wealth Partners51,008$2.94M0.12%-26,81213F-HRTimeline
Bedel Financial Consulting, Inc.50,980$2.94M0.28%+4,13313F-HRTimeline
AdvisorNet Financial, Inc50,823$2.93M0.13%+1213F-HRTimeline
Midwest Financial Network, LLC50,612$2.92M1.99%+1,54513F-HRTimeline
BCGM Wealth Management, LLC49,848$2.87M0.61%-2,00113F-HRTimeline
Cresset Asset Management, LLC49,064$2.83M0.01%+5,36513F-HRTimeline
INTEGRITY ALLIANCE, LLC.48,979$2.82M0.09%-1,71013F-HRTimeline
SEMITAM BONAM LLC48,568$2.8M2.06%+80213F-HRTimeline
Tandem Investment Partners LLC47,875$2.76M2.13%+36513F-HRTimeline
AGH Wealth Advisors, LLC46,963$2.71M1.71%+1,81113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.45,706$2.64M<0.01%+2,48513F-HRTimelineGroup
Kingsview Wealth Management, LLC45,704$2.64M0.03%-1,51613F-HRTimeline
HEADINVEST, LLC45,600$2.63M0.49%+8,61013F-HRTimeline
Northwest Wealth Advisors, LLC45,081$2.6M1.49%+5,70213F-HRTimeline
Forefront Wealth Partners, LLC44,929$2.59M0.8%-14213F-HRTimeline
Retirement Planning Group, LLC44,685$2.58M0.07%+36,33913F-HRTimeline
Golden State Wealth Management, LLC44,546$2.57M0.23%-7,31613F-HRTimeline
IFG Advisors, LLC44,529$2.57M0.35%+41813F-HRTimeline
Bluesphere Advisors LLC44,164$2.55M0.79%+52413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/44,100$2.54M<0.01%new13F-HRTimelineGroup
Krilogy Financial LLC43,506$2.51M0.07%-22513F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…43,376$2.5M1.52%-16513F-HRTimeline
Affinity Capital Advisors, LLC43,694$2.49M0.31%-63613F-HRTimeline
ARS Investment Partners, LLC43,115$2.49M0.11%+1,26513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…43,027$2.48M<0.01%+37,76413F-HRTimelineGroup
ALPHA CAPITAL ADVISORS INC /ADV42,837$2.47M2.13%-96113F-HRTimeline
NovaPoint Capital, LLC42,751$2.47M0.51%-26113F-HRTimeline
Towercrest Capital Management42,686$2.46M0.34%-73913F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC42,632$2.46M1.27%-17313F-HRTimeline
Goodman Financial Corp42,614$2.46M0.38%+14113F-HRTimeline
Stone Summit Wealth LLC41,971$2.42M0.61%-1,17213F-HRTimeline
American Financial Advisors, LLC41,823$2.41M0.29%+55913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS41,727$2.41M<0.01%-2,26813F-HRTimeline
Blue Fin Capital, Inc.40,583$2.34M0.34%+2,10113F-HRTimeline
COURIER CAPITAL LLC40,004$2.31M0.12%+5,56313F-HRTimeline
B. Riley Wealth Advisors, Inc.40,150$2.3M0.13%+11,89313F-HRTimeline
Shoker Investment Counsel, Inc.39,661$2.29M0.57%-78513F-HRTimeline
Fortitude Family Office, LLC39,608$2.28M0.45%-5,04813F-HRTimeline
Lunt Capital Management, Inc.39,361$2.27M0.83%+9,40113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC39,320$2.27M0.05%-23,26713F-HRTimelineGroup
Sunflower Bank, N.A.39,241$2.26M0.54%-39713F-HR/ATimeline
Gambit Capital Management, LLC38,481$2.22M1.29%+51613F-HRTimeline
CoreCap Advisors, LLC36,624$2.11M0.06%-16413F-HRTimeline
21 West Wealth Management LLC36,561$2.11M1.8%-65913F-HRTimeline
SigFig Wealth Management, LLC36,714$2.1M0.06%new13F-HRTimeline
Crescent Grove Advisors, LLC36,402$2.1M0.18%+33813F-HRTimeline
Balefire, LLC36,242$2.09M0.34%-4,25813F-HRTimeline
Gateway Wealth Partners, LLC36,159$2.09M0.13%-15,60913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC36,012$2.08M0.03%-2,42713F-HRTimeline
Phillip James Consulting Co.35,962$2.07M1.39%new13F-HRTimeline
Independent Advisor Alliance35,239$2.03M0.05%-1,136,72013F-HRTimeline
Vise Technologies, Inc.35,014$2.02M0.02%+11,89513F-HRTimeline
WESCAP Management Group, Inc.34,962$2.02M0.38%-1,29613F-HRTimeline
Global Strategic Investment Solutions, …33,948$1.96M0.18%+1113F-HRTimeline
SMART Wealth LLC33,592$1.94M0.42%new13F-HRTimeline
Rothschild Wealth LLC33,491$1.93M0.15%-11,86013F-HRTimeline
HM PAYSON & CO33,330$1.92M0.03%013F-HRTimeline
McNamara Financial Services, Inc.33,296$1.92M0.33%-59113F-HRTimeline
TKG Advisors, LLC32,653$1.88M0.65%+71013F-HRTimeline
Alliance Wealth Management Group32,540$1.88M0.37%-1,30913F-HRTimeline
Belpointe Asset Management LLC32,121$1.85M0.06%-2,97113F-HRTimeline
Legacy Private Trust Co.32,008$1.85M0.1%-2,62413F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…31,370$1.81M0.2%+5,98213F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC31,187$1.8M0.35%-2,33113F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC31,184$1.8M0.74%-69713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP31,029$1.79M0.08%+1,54113F-HRTimeline
CSM Advisors, LLC30,642$1.77M0.04%013F-HRTimeline
Koshinski Asset Management, Inc.30,594$1.76M0.09%+2,20613F-HRTimeline
WHALEROCK POINT PARTNERS, LLC30,488$1.76M0.3%013F-HRTimeline
BLAIR WILLIAM & CO/IL30,404$1.75M<0.01%-1,05013F-HRTimeline
FF Advisors,LLC30,132$1.74M0.65%-8213F-HRTimeline
Caliber Wealth Management, LLC / KS29,584$1.71M0.16%-97713F-HRTimeline
DELTEC ASSET MANAGEMENT LLC29,330$1.69M0.25%013F-HRTimeline
Bison Wealth, LLC29,606$1.69M0.16%-16,89613F-HRTimeline
Advisory Services Network, LLC29,209$1.68M0.02%+2,44813F-HRTimeline
River Street Advisors LLC29,126$1.68M0.49%+2,75313F-HRTimeline
Kroeger Financial Partners28,896$1.67M1.61%13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co28,712$1.66M0.02%+3,00013F-HRTimelineGroup
TIAAgroup of 3 filers holding28,000$1.61M+19,150Timeline
Empirical Financial Services, LLC d.b.a…27,934$1.61M0.02%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC27,864$1.61M0.44%-73313F-HRTimeline
Legacy Wealth Partners, LLC27,737$1.6M0.36%-2,45413F-HRTimeline
Armbruster Capital Management, Inc.27,209$1.57M0.23%-8,51513F-HRTimeline
Values Added Financial LLC27,153$1.57M0.57%-30213F-HRTimeline
Patriot Financial Group Insurance Agenc…27,103$1.56M0.16%-22,00313F-HRTimeline