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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

919 managers (929 13F filers) reported a position in SPSM shares at 2024-12-31, 206,190,637 shares in all. 68 filers opened a position and 54 filers sold out during the quarter.

Managers
919
13F filers
929
New
68
Added
412
Reduced
265
Sold out
54
Shares held by filers
206,190,637

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.91,452$4.12M0.01%+7,42213F-HRTimelineGroup
Portside Wealth Group, LLC89,992$4.04M0.67%+27,59113F-HR/ATimeline
Gibbs Wealth Management89,879$4.04M1.1%+39,75513F-HRTimeline
626 Financial, LLC88,540$3.98M2.14%+3,92813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC88,090$3.96M<0.01%+59,59813F-HRTimelineGroup
COLTON GROOME FINANCIAL ADVISORS, LLC87,778$3.94M1.51%+2,03213F-HRTimeline
RAINIER FAMILY WEALTH INC87,013$3.91M4.73%13F-HRTimeline
Steward Partners Investment Advisory, L…86,130$3.87M0.03%+55,62213F-HRTimeline
Legend Financial Advisors, Inc.85,131$3.82M2.7%-1,82913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.84,471$3.79M1.27%-91,70313F-HRTimeline
WealthTrak Capital Management LLC84,092$3.78M3.19%13F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.84,070$3.78M1.84%+3,85513F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC83,373$3.75M1.74%-1,93513F-HRTimeline
Garden State Investment Advisory Servic…82,537$3.71M1.14%+2513F-HRTimeline
Marmo Financial Group, LLC82,399$3.7M2%-2,12113F-HRTimeline
SPC Financial, Inc.82,397$3.7M0.32%+46413F-HRTimeline
Financial Advocates Investment Manageme…82,158$3.69M0.21%+2,52513F-HRTimeline
CSM Advisors, LLC80,752$3.63M0.17%+40,10013F-HR/ATimeline
Sage Financial Management Group, Inc.79,249$3.56M1.32%+3,37813F-HRTimeline
Atria Investments, Inc79,025$3.55M0.04%+9,83513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC78,739$3.54M0.1%+1,21013F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.77,698$3.49M1.29%+48,87913F-HRTimeline
Founders Financial Alliance, LLC77,575$3.48M0.96%+7,81713F-HRTimeline
Modera Wealth Management, LLC77,029$3.46M0.04%+48,38713F-HRTimeline
WNY Asset Management, LLC76,705$3.45M0.43%+15313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth76,336$3.43M0.01%+2,94113F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.73,229$3.29M0.09%-6,10813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV72,920$3.28M0.01%-129,52013F-HRTimeline
M Holdings Securities, Inc.72,824$3.27M0.53%+10613F-HR/ATimeline
RMR Capital Management, LLC72,809$3.27M2.44%+99413F-HRTimeline
Liquid Strategies, LLC72,087$3.24M0.67%-128,72413F-HRTimeline
Kensington Asset Management, LLC72,087$3.24M0.19%-106,73813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sequoia Financial Advisors, LLC72,016$3.23M0.03%-1,48113F-HR/ATimeline
LIBERTY SQUARE WEALTH PARTNERS LLC69,770$3.19M1.16%13F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…70,806$3.18M0.03%+10,35913F-HRTimelineGroup
AE Wealth Management LLC70,770$3.18M0.03%+28,71213F-HRTimeline
LEGACY SOLUTIONS, LLC70,718$3.18M3.46%13F-HRTimeline
Breakwater Capital Group70,500$3.17M0.63%-4,29013F-HRTimeline
SilverOak Wealth Management LLC70,442$3.16M0.68%+20213F-HRTimeline
Ausdal Financial Partners, Inc.70,333$3.16M0.27%+3,76413F-HRTimeline
NAPATREE CAPITAL LLC70,222$3.15M1.85%+2,91213F-HRTimeline
Wealth Advisory Solutions, LLC69,744$3.13M0.88%+6,22913F-HRTimeline
Goodman Financial Corp68,400$3.07M0.66%-6,49513F-HRTimeline
Northeast Financial Consultants Inc67,997$3.05M0.13%+4,28113F-HRTimeline
Wealthquest Corp67,139$3.02M0.25%-3,58313F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …67,100$3.01M<0.01%new13F-HRTimelineGroup
CVFG LLC66,512$2.99M2.73%13F-HRTimeline
Farther Finance Advisors, LLC66,296$2.98M0.11%+3,54213F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC66,137$2.97M0.14%-46,10313F-HRTimeline
Chicago Partners Investment Group LLC65,353$2.94M0.1%+2,37213F-HRTimeline
MFA Wealth Services65,326$2.93M2.35%13F-HRTimeline
Disciplined Investors, L.L.C.65,905$2.92M2.81%13F-HRTimeline
DDFG, Inc64,971$2.92M0.84%+3,48513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS64,743$2.91M0.01%+9,90213F-HRTimeline
BCGM Wealth Management, LLC64,599$2.9M0.92%-6613F-HRTimeline
CFM WEALTH PARTNERS LLC63,902$2.87M0.48%+61513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…63,261$2.84M0.28%+1,03413F-HRTimelineGroup
Broadway Wealth Solutions, Inc.63,122$2.84M2.15%13F-HRTimeline
WCG Wealth Advisors LLC63,024$2.83M0.19%-7,60913F-HRTimeline
Sowell Financial Services LLC62,416$2.8M0.15%+7,74213F-HRTimeline
Meridian Financial Advisors, LLC61,910$2.78M1.92%+56613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC61,068$2.74M0.07%-7,13413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC60,404$2.71M0.08%-16,50213F-HRTimelineGroup
SkyOak Wealth, LLC59,900$2.69M0.58%-1,18013F-HRTimeline
DHK Financial Advisors, Inc.59,887$2.69M1.63%+36913F-HRTimeline
Plan A Wealth LLC59,829$2.69M2.46%13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\59,793$2.69M<0.01%-3,39813F-HR/ATimelineGroup
Sherman Asset Management, Inc.59,602$2.68M2.45%13F-HRTimeline
Synergy Investment Management, LLC58,938$2.65M1.14%13F-HRTimeline
B. Riley Wealth Advisors, Inc.58,601$2.63M0.09%+7,10313F-HRTimeline
Legacy Private Trust Co.58,403$2.62M0.17%+15513F-HRTimeline
Compass Wealth Management LLC58,320$2.62M0.63%-9,04213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC58,311$2.62M0.02%+27,13813F-HRTimelineGroup
ArborFi Advisors, LLC58,005$2.61M2.62%13F-HRTimeline
Jaffetilchin Investment Partners, LLC57,978$2.6M0.19%+87513F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC57,919$2.6M0.6%+1,68313F-HRTimeline
NOTTINGHAM ADVISORS, INC.57,731$2.59M0.33%+3,98113F-HRTimeline
G&S Capital LLC57,554$2.59M1.07%+11,77013F-HRTimeline
Affinity Capital Advisors, LLC56,712$2.55M0.48%-1,49313F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…56,781$2.55M1.19%-3,98913F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC56,724$2.55M0.07%-2,57013F-HRTimeline
TFG Advisers LLC55,739$2.5M0.9%+2,02113F-HRTimeline
Kingsview Wealth Management, LLC55,411$2.49M0.05%-21213F-HRTimeline
Golden State Wealth Management, LLC53,611$2.41M0.36%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC52,890$2.38M0.17%-57613F-HRTimeline
IFP Advisors, Inc52,782$2.37M0.08%+5,09213F-HRTimeline
PRIVATE TRUST CO NA52,601$2.36M0.24%+3,30613F-HRTimeline
NorthRock Partners, LLC51,651$2.32M0.08%-12013F-HR/ATimeline
Towercrest Capital Management51,345$2.31M0.37%-3,09013F-HRTimeline
Stone Summit Wealth LLC50,930$2.29M0.77%-27313F-HRTimeline
BLAIR WILLIAM & CO/IL50,738$2.28M0.01%+2,78113F-HRTimeline
SYON CAPITAL LLC50,728$2.28M0.21%+5,24813F-HRTimeline
IFG Advisors, LLC50,652$2.28M0.45%-2,26313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC50,297$2.26M0.08%+7,90813F-HRTimeline
MONECO ADVISORS, LLC50,038$2.25M0.24%+23,76913F-HR/ATimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd49,947$2.25M0.05%new13F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…49,975$2.24M0.09%-20313F-HRTimelineGroup
Clarus Wealth Advisors50,450$2.24M1.11%+2,52613F-HRTimeline
Venturi Wealth Management, LLC49,660$2.23M0.11%-8,39013F-HRTimeline
Jacobi Capital Management LLC49,629$2.23M0.17%+4,10113F-HRTimeline
FMR LLCin group FMR LLC49,193$2.21M<0.01%+16,79413F-HRTimelineGroup
Bill Few Associates, Inc.48,008$2.16M0.76%+2,68813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC46,379$2.08M<0.01%+9,29113F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC45,885$2.06M0.21%+4,69213F-HRTimeline
Prairie Sky Financial Group LLC45,475$2.04M1.25%-12,04813F-HRTimeline
GPS Wealth Strategies Group, LLC45,291$2.03M0.26%+2,47213F-HRTimeline
Opal Wealth Advisors, LLC44,972$2.02M0.61%+5,73313F-HRTimeline
Perigon Wealth Management, LLC43,927$2.01M0.05%+6,78813F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding44,596$2M+6,715Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC44,571$2M0.05%+3,61213F-HRTimelineGroup
Shepherd Financial Partners LLC44,557$2M0.24%+2,77013F-HRTimeline
NovaPoint Capital, LLC44,318$1.99M0.61%+42513F-HRTimeline
Tandem Investment Partners LLC44,153$1.98M1.9%13F-HRTimeline
F/m Investments LLC43,671$1.96M0.07%+29,99913F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC43,376$1.95M1.29%+33213F-HRTimeline
WESCAP Management Group, Inc.43,329$1.95M0.47%+13813F-HRTimeline
Raleigh Capital Management Inc.43,281$1.94M0.75%+38813F-HRTimeline
Alliance Wealth Management Group43,085$1.94M0.52%-2,93413F-HRTimeline
Lunt Capital Management, Inc.42,924$1.93M0.75%-1,12613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources42,590$1.91M<0.01%013F-HRTimelineGroup
&PARTNERS41,437$1.88M0.02%+30,58813F-HRTimeline
Manhattan West Asset Management, LLC41,567$1.87M0.5%+2,28813F-HRTimeline
Arete Wealth Advisors, LLC41,281$1.86M0.13%-16213F-HRTimeline
Alta Wealth Advisors LLC41,394$1.86M0.81%+4,17613F-HRTimeline
Global Strategic Investment Solutions, …41,177$1.85M0.22%-31913F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC41,583$1.84M0.17%new13F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…40,815$1.83M0.02%+26,64013F-HRTimelineGroup
AdvisorNet Financial, Inc40,658$1.83M0.15%+3,95813F-HRTimeline
NSI Retail Advisors, LLC40,100$1.8M0.29%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/40,076$1.8M<0.01%+80613F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC39,755$1.79M0.21%-1,81013F-HRTimeline
IFG Advisory, LLC39,720$1.78M0.1%+1,31613F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…39,362$1.77M0.28%-18,63413F-HRTimelineGroup
Cyndeo Wealth Partners, LLC39,223$1.76M0.12%+2,77913F-HRTimeline
Crescent Grove Advisors, LLC39,175$1.76M0.17%+613F-HRTimeline
Integrity Financial Corp /WA38,747$1.74M1%+30013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC38,433$1.73M1.08%-72,11713F-HRTimeline
Orion Porfolio Solutions, LLC38,292$1.72M0.02%+2,49313F-HRTimeline
Orion Portfolio Solutions, LLC38,292$1.72M0.02%+2,49313F-HRTimeline
EP Wealth Advisors, LLC38,287$1.72M0.01%-22,73513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC38,203$1.72M0.16%+1,24713F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC37,818$1.7M0.91%+32,38013F-HRTimeline
Marathon Strategic Advisors, LLC37,634$1.69M1.83%+1,55713F-HRTimeline
Fiduciary Group, LLC37,358$1.68M0.17%+15,65913F-HRTimeline
FF Advisors,LLC35,051$1.67M1.15%-7,83513F-HRTimeline
Topel & Distasi Wealth Management, LLC37,233$1.67M0.72%-6,16113F-HRTimeline
MAI Capital Management36,083$1.62M0.01%+2,95813F-HRTimeline
Shoker Investment Counsel, Inc.35,918$1.61M0.54%+16813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC35,500$1.59M<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC35,376$1.59M0.02%+4,20713F-HRTimeline
Strategic Blueprint, LLC34,829$1.56M0.09%-49213F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)34,639$1.56M0.7%new13F-HRTimeline
Cresset Asset Management, LLC34,583$1.55M0.01%-19,99913F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC34,505$1.55M0.28%+49913F-HRTimelineGroup
Scarborough Advisors, LLC34,234$1.54M0.22%-97,75013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…33,846$1.52M0.55%-79513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC33,820$1.52M0.12%+54013F-HRTimeline
Stonebridge Financial Group, LLC33,642$1.51M0.17%13F-HRTimeline
Northwest Bancshares, Inc.33,419$1.5M0.28%-1,16013F-HRTimeline
Stablepoint Partners, LLC33,251$1.49M0.27%+1,35413F-HRTimeline
Nikulski Financial, Inc.32,823$1.47M0.43%-33613F-HRTimeline
Lee, Kelleher & Klein Wealth Management32,643$1.47M1.04%13F-HRTimeline
Elgethun Capital Management32,640$1.47M0.36%new13F-HRTimeline
Rothschild Wealth LLC38,488$1.46M0.43%+21,42513F-HRTimeline
Glen Eagle Advisors, LLC32,564$1.46M0.24%+10,18313F-HRTimeline
NewEdge Wealth, LLC31,883$1.43M0.02%+7,09813F-HRTimeline
World Investment Advisors31,241$1.4M0.04%+9,52013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC31,221$1.4M0.11%+3,45513F-HRTimeline
DELTEC ASSET MANAGEMENT LLC31,000$1.39M0.28%new13F-HRTimeline
CoreCap Advisors, LLC30,941$1.39M0.06%+1,20013F-HRTimeline
TD Capital Management LLC30,697$1.38M0.14%-7513F-HRTimeline
Blue Fin Capital, Inc.30,666$1.38M0.25%-13713F-HRTimeline
Bedel Financial Consulting, Inc.29,500$1.37M0.19%+61913F-HRTimeline
WHALEROCK POINT PARTNERS, LLC30,488$1.37M0.32%013F-HRTimeline
TKG Advisors, LLC29,249$1.36M0.63%+8,44913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK30,244$1.36M0.01%-8,67813F-HRTimelineGroup
ARS Investment Partners, LLC30,068$1.35M0.12%+1,11813F-HRTimeline
Range Financial Group LLC29,866$1.34M0.62%+18,36813F-HRTimeline
Sigma Planning Corp29,620$1.33M0.04%+1,29313F-HRTimeline
Integrity Wealth Solutions LLC29,569$1.33M0.74%-11713F-HRTimeline
Aveo Capital Partners, LLC29,452$1.32M0.14%-1,56213F-HRTimeline
COMERICA BANK29,302$1.32M0.01%-4,25913F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…28,718$1.29M0.04%+1,71313F-HRTimeline
PINKERTON WEALTH, LLC28,655$1.29M0.19%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.28,649$1.29M0.9%-4,50413F-HRTimeline
Kagan Cocozza Asset Management28,533$1.28M1.06%13F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC28,267$1.27M0.41%-37,87313F-HRTimeline
First Horizon Advisors, Inc.28,100$1.26M0.04%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED28,074$1.26M0.12%+6,16713F-HRTimeline
MBM WEALTH CONSULTANTS, LLC28,036$1.26M0.37%+1,22513F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT27,731$1.25M0.57%-1,12313F-HRTimeline
Southeast Asset Advisors, LLC27,280$1.23M0.15%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.26,842$1.21M<0.01%new13F-HRTimelineGroup
Csenge Advisory Group26,457$1.19M0.06%+50513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co26,103$1.17M0.02%013F-HRTimelineGroup
Gotham Asset Management, LLC26,090$1.17M0.01%+6,96113F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK25,614$1.17M0.1%013F-HRTimeline
HEADINVEST, LLC25,883$1.16M0.22%+5,57013F-HRTimeline
GUIDANCE CAPITAL, INC24,765$1.15M0.35%new13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.25,563$1.15M0.46%+14713F-HRTimeline