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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

885 managers (895 13F filers) reported a position in SPSM shares at 2025-03-31, 194,580,916 shares in all. 56 filers opened a position and 83 filers sold out during the quarter.

Managers
885
13F filers
895
New
56
Added
360
Reduced
349
Sold out
83
Shares held by filers
194,580,916

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Cresset Asset Management, LLC82,952$3.38M0.02%+48,36913F-HRTimeline
Breakwater Capital Group82,817$3.38M0.6%+12,31713F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.81,039$3.3M1.2%+3,34113F-HRTimeline
Atria Investments, Inc81,020$3.3M0.04%+1,99513F-HRTimeline
CSM Advisors, LLC80,752$3.29M0.18%013F-HRTimeline
WNY Asset Management, LLC79,565$3.24M0.39%+2,86013F-HRTimeline
NAPATREE CAPITAL LLC78,157$3.19M1.79%+7,93513F-HRTimeline
Sage Financial Management Group, Inc.78,055$3.18M1.15%-1,19413F-HRTimeline
Prime Capital Investment Advisors, LLC77,648$3.16M0.04%+61,99113F-HRTimeline
VestGen Advisors, LLC76,632$3.12M0.14%13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding76,509$3.12M+173Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC76,381$3.11M0.1%-2,35813F-HRTimeline
SilverOak Wealth Management LLC76,201$3.11M0.67%+5,75913F-HRTimeline
Cyndeo Wealth Partners, LLC75,450$3.08M0.2%+36,22713F-HRTimeline
Sequoia Financial Advisors, LLC74,869$3.05M0.02%+2,85313F-HRTimeline
Modera Wealth Management, LLC74,377$3.03M0.04%-2,65213F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…74,333$3.03M0.03%+3,52713F-HRTimelineGroup
Chicago Partners Investment Group LLC76,152$3.02M0.1%+10,79913F-HRTimeline
Marmo Financial Group, LLC74,109$3.02M1.65%-8,29013F-HRTimeline
Destiny Capital Corp/CO74,100$3.02M2.06%-18,76213F-HRTimeline
LEGACY SOLUTIONS, LLC73,238$2.99M3.29%+2,52013F-HRTimeline
RMR Capital Management, LLC73,094$2.98M2.15%+28513F-HRTimeline
M Holdings Securities, Inc.72,157$2.94M0.49%-66713F-HRTimeline
Wealth Advisory Solutions, LLC71,968$2.93M0.78%+2,22413F-HRTimeline
B. Riley Wealth Advisors, Inc.71,791$2.93M0.09%+13,19013F-HRTimeline
NOTTINGHAM ADVISORS, INC.71,703$2.92M0.45%+13,97213F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC74,208$2.9M1.13%-13,57013F-HRTimeline
CVFG LLC70,668$2.88M2.62%+4,15613F-HRTimeline
Goodman Financial Corp70,377$2.87M0.62%+1,97713F-HRTimeline
DDFG, Inc70,340$2.87M0.79%+5,36913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC70,321$2.87M0.02%+12,01013F-HRTimelineGroup
Broadway Wealth Solutions, Inc.70,231$2.86M2.09%+7,10913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.80,887$2.86M0.01%-10,56513F-HRTimelineGroup
AlphaStar Capital Management, LLC69,830$2.85M0.29%-172,33113F-HRTimeline
Annex Advisory Services, LLC68,847$2.81M0.08%-93,08913F-HRTimeline
Sowell Financial Services LLC68,785$2.8M0.13%+6,36913F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC68,038$2.77M1.22%new13F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC65,756$2.68M1.02%-4,01413F-HRTimeline
Northeast Financial Consultants Inc65,630$2.68M0.12%-2,36713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV65,208$2.66M0.01%-7,71213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC65,136$2.65M0.1%-891,96613F-HRTimelineGroup
Sherman Asset Management, Inc.64,974$2.65M2.53%+5,37213F-HRTimeline
Disciplined Investors, L.L.C.64,478$2.63M2.37%-1,42713F-HRTimeline
Meridian Financial Advisors, LLC64,208$2.62M1.84%+2,29813F-HRTimeline
Walkner Condon Financial Advisors LLC64,040$2.61M0.53%-100,08413F-HRTimeline
Compass Wealth Management LLC63,835$2.6M0.66%+5,51513F-HRTimeline
CFM WEALTH PARTNERS LLC63,576$2.59M0.46%-32613F-HRTimeline
Synergy Investment Management, LLC62,235$2.54M1.06%+3,29713F-HRTimeline
BCGM Wealth Management, LLC61,857$2.52M0.77%-2,74213F-HRTimeline
Legacy Private Trust Co.61,788$2.52M0.17%+3,38513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC61,074$2.49M0.02%new13F-HRTimelineGroup
Golden State Wealth Management, LLC60,758$2.48M0.37%+7,14713F-HR/ATimeline
G&S Capital LLC60,621$2.47M1.05%+3,06713F-HRTimeline
DHK Financial Advisors, Inc.60,107$2.45M1.34%+22013F-HRTimeline
ArborFi Advisors, LLC59,893$2.44M2.43%+1,88813F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC58,878$2.4M1.1%-24,49513F-HRTimeline
Financial Advocates Investment Manageme…58,513$2.38M0.17%-23,64513F-HRTimeline
SkyOak Wealth, LLC58,273$2.38M0.52%-1,62713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\58,222$2.37M<0.01%-1,57113F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC58,191$2.37M0.17%+21313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS57,645$2.35M0.01%-7,09813F-HRTimeline
Ausdal Financial Partners, Inc.57,301$2.34M0.18%-13,03213F-HRTimeline
AE Wealth Management LLC57,139$2.33M0.02%-13,63113F-HRTimeline
PRIVATE TRUST CO NA57,000$2.32M0.24%+4,39913F-HRTimeline
Clarus Wealth Advisors60,334$2.32M1.24%+9,88413F-HRTimeline
Summit Global Investmentsin group Summit Global Investments56,741$2.31M0.17%new13F-HRTimelineGroup
KEELER & NADLER FINANCIAL PLANNING & WE…56,702$2.3M1.04%-7913F-HRTimeline
TFG Advisers LLC56,393$2.3M0.83%+65413F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC55,447$2.26M0.58%-2,47213F-HR/ATimeline
FMR LLCin group FMR LLC55,079$2.25M<0.01%+5,88613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.55,075$2.24M0.06%-18,15413F-HRTimeline
MONECO ADVISORS, LLC53,553$2.18M0.23%+3,51513F-HR/ATimeline
Fiduciary Group, LLC53,174$2.17M0.22%+15,81613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…53,121$2.17M0.09%+3,14613F-HRTimelineGroup
Jacobi Capital Management LLC53,007$2.16M0.16%+3,37813F-HRTimeline
Caliber Wealth Management, LLC / KS52,542$2.14M0.29%13F-HRTimeline
&PARTNERS52,729$2.14M0.02%+11,29213F-HRTimeline
Legend Financial Advisors, Inc.52,353$2.13M1.57%-32,77813F-HRTimeline
Opal Wealth Advisors, LLC52,240$2.13M0.66%+7,26813F-HRTimeline
Elgethun Capital Management51,968$2.12M0.47%+19,32813F-HRTimeline
NorthRock Partners, LLC51,282$2.09M0.07%-36913F-HRTimeline
SYON CAPITAL LLC51,250$2.09M0.17%+52213F-HRTimeline
Bill Few Associates, Inc.51,193$2.09M0.75%+3,18513F-HRTimeline
Stone Summit Wealth LLC51,132$2.08M0.71%+20213F-HRTimeline
Towercrest Capital Management51,002$2.08M0.39%-34313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…50,486$2.06M0.21%-12,77513F-HRTimelineGroup
Kingsview Wealth Management, LLC50,149$2.04M0.04%-5,26213F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding50,009$2.04M+5,413Timeline
IFG Advisors, LLC49,962$2.04M0.39%-69013F-HRTimeline
BLAIR WILLIAM & CO/IL49,332$2.01M0.01%-1,40613F-HRTimeline
Affinity Capital Advisors, LLC53,986$2.01M0.4%-2,72613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC44,571$2M0.04%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…49,001$2M0.06%new13F-HRTimelineGroup
VOISARD ASSET MANAGEMENT GROUP, INC.48,511$1.98M0.58%-35,96013F-HRTimeline
Rothschild Wealth LLC52,045$1.97M0.55%+13,55713F-HRTimeline
IFP Advisors, Inc48,197$1.96M0.06%-4,58513F-HRTimeline
RiverFront Investment Group, LLC47,279$1.93M0.04%+24,99413F-HRTimeline
Arete Wealth Advisors, LLC46,336$1.89M0.14%+5,05513F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.45,799$1.87M0.89%-38,27113F-HRTimeline
Lunt Capital Management, Inc.45,548$1.86M0.68%+2,62413F-HRTimeline
Stablepoint Partners, LLC45,452$1.85M0.34%+12,20113F-HRTimeline
Louisiana State Employees Retirement Sy…45,400$1.85M0.04%-123,00013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC50,298$1.85M0.18%+8,71513F-HRTimelineGroup
Plan A Wealth LLC45,296$1.85M1.43%-14,53313F-HRTimeline
Prairie Sky Financial Group LLC44,793$1.83M1.08%-68213F-HRTimeline
NovaPoint Capital, LLC44,644$1.82M0.56%+32613F-HRTimeline
MFA Wealth Services44,329$1.81M1.49%-20,99713F-HRTimeline
Aptus Capital Advisors, LLC44,207$1.8M0.02%+8,83113F-HRTimeline
F/m Investments LLC43,671$1.78M0.07%013F-HRTimeline
WCG Wealth Advisors LLC43,670$1.78M0.14%-19,35413F-HR/ATimeline
IFG Advisory, LLC43,558$1.78M0.1%+3,83813F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC43,469$1.77M1.19%+9313F-HRTimeline
Perigon Wealth Management, LLC43,173$1.76M0.05%-75413F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC43,024$1.75M0.05%-13,70013F-HRTimeline
Alliance Wealth Management Group42,850$1.75M0.47%-23513F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC42,748$1.74M0.18%-3,13713F-HRTimeline
Tandem Investment Partners LLC42,653$1.74M1.72%-1,50013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources42,590$1.74M<0.01%013F-HRTimelineGroup
Wealthquest Corp42,355$1.73M0.14%-24,78413F-HR/ATimeline
Idaho Trust Co41,951$1.71M0.7%new13F-HRTimeline
Manhattan West Asset Management, LLC41,907$1.71M0.44%+34013F-HRTimeline
Aspire Private Capital, LLC41,307$1.68M0.42%-58,65413F-HRTimeline
Alta Wealth Advisors LLC40,885$1.67M0.77%-50913F-HRTimeline
Global Strategic Investment Solutions, …40,626$1.66M0.19%-55113F-HRTimeline
WESCAP Management Group, Inc.40,555$1.65M0.4%-2,77413F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…40,340$1.64M1.26%+33,36013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC40,271$1.64M0.06%-10,02613F-HRTimeline
AdvisorNet Financial, Inc40,191$1.64M0.12%-46713F-HRTimeline
GPS Wealth Strategies Group, LLC39,609$1.61M0.22%-5,68213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC39,593$1.61M0.15%+1,39013F-HRTimeline
Marathon Strategic Advisors, LLC39,277$1.6M1.72%+1,64313F-HRTimeline
Crescent Grove Advisors, LLC39,178$1.6M0.17%+313F-HRTimeline
Integrity Financial Corp /WA38,884$1.58M0.9%+13713F-HRTimeline
EP Wealth Advisors, LLC38,145$1.55M0.01%-14213F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC37,812$1.54M0.91%-62113F-HRTimeline
Steward Partners Investment Advisory, L…37,405$1.52M0.01%-48,72513F-HRTimeline
Kohmann Bosshard Financial Services, LLC37,378$1.52M0.18%-2,37713F-HRTimeline
Orion Porfolio Solutions, LLC37,260$1.52M0.01%-1,03213F-HRTimeline
Orion Portfolio Solutions, LLC37,260$1.52M0.01%-1,03213F-HR/ATimeline
Coastwise Capital Group, LLC37,132$1.51M1.27%+15,67313F-HRTimeline
Engineers Gate Manager LP37,100$1.51M0.03%new13F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC36,404$1.48M0.28%+1,89913F-HRTimelineGroup
Shoker Investment Counsel, Inc.36,310$1.48M0.5%+39213F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)36,302$1.48M0.66%+1,66313F-HRTimeline
MAI Capital Management36,125$1.47M0.01%+4213F-HRTimeline
Venturi Wealth Management, LLC34,514$1.41M0.07%-15,14613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,066$1.39M<0.01%-103,85613F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC33,820$1.38M0.11%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/33,323$1.36M<0.01%-6,75313F-HRTimelineGroup
ARS Investment Partners, LLC30,068$1.35M0.12%013F-HRTimeline
CoreCap Advisors, LLC32,866$1.34M0.06%+1,92513F-HRTimeline
Bedel Financial Consulting, Inc.33,788$1.34M0.19%+4,28813F-HRTimeline
COMERICA BANK32,843$1.34M0.01%+3,54113F-HRTimeline
Brown Miller Wealth Management, LLC32,743$1.33M0.46%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC32,692$1.33M0.1%-20,19813F-HRTimeline
Lee, Kelleher & Klein Wealth Management32,643$1.33M0.98%013F-HRTimeline
Northwest Bancshares, Inc.32,581$1.33M0.24%-83813F-HRTimeline
HEADINVEST, LLC32,448$1.32M0.26%+6,56513F-HRTimeline
Nikulski Financial, Inc.32,424$1.32M0.4%-39913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC32,227$1.31M<0.01%+14,86513F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC32,183$1.31M0.12%+96213F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK31,401$1.28M0.01%+1,15713F-HRTimelineGroup
Strategic Blueprint, LLC31,022$1.26M0.07%-3,80713F-HRTimeline
DELTEC ASSET MANAGEMENT LLC31,000$1.26M0.27%013F-HRTimeline
Topel & Distasi Wealth Management, LLC30,733$1.25M0.58%-6,50013F-HRTimeline
Gotham Asset Management, LLC30,639$1.25M0.01%+4,54913F-HRTimeline
WHALEROCK POINT PARTNERS, LLC30,488$1.24M0.3%013F-HRTimeline
Blue Fin Capital, Inc.30,340$1.24M0.24%-32613F-HRTimeline
TKG Advisors, LLC30,169$1.23M0.61%+92013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…29,968$1.22M0.47%-3,87813F-HRTimeline
Wealth Advisors of Iowa, LLC29,953$1.22M0.52%+6,65313F-HRTimeline
TD Capital Management LLC29,886$1.22M0.12%-81113F-HRTimeline
Range Financial Group LLC29,856$1.22M0.54%-1013F-HRTimeline
FF Advisors,LLC30,467$1.21M0.69%-4,58413F-HRTimeline
Scarborough Advisors, LLC29,637$1.21M0.17%-4,59713F-HRTimeline
MBM WEALTH CONSULTANTS, LLC29,410$1.2M0.35%+1,37413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC28,959$1.18M0.03%-32,10913F-HRTimeline
Empirical Financial Services, LLC d.b.a…28,718$1.17M0.03%013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK25,614$1.17M0.11%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED28,610$1.16M0.11%+53613F-HR/ATimeline
Kagan Cocozza Asset Management28,279$1.15M0.94%-25413F-HRTimeline
Integrity Wealth Solutions LLC28,177$1.15M0.62%-1,39213F-HRTimeline
First Horizon Advisors, Inc.28,100$1.15M0.03%013F-HRTimeline
Tidemark, LLC28,099$1.15M0.42%+3,53513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.27,932$1.14M<0.01%+1,09013F-HRTimelineGroup
Eldridge Investment Advisors, Inc.27,830$1.13M0.26%+2,48313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.27,288$1.11M0.43%+1,72513F-HRTimeline
Southeast Asset Advisors, LLC27,280$1.11M0.14%013F-HRTimeline
SEEDS INVESTOR LLC27,250$1.11M0.31%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,331$1.07M0.03%-34,07313F-HRTimelineGroup
Davies Financial Advisors, Inc.26,212$1.07M0.91%+2,09213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co26,103$1.06M0.01%013F-HRTimelineGroup
World Investment Advisors25,886$1.06M0.03%-5,35513F-HRTimeline
Investment Planning Advisors, Inc.25,182$1.03M0.42%-138,06813F-HRTimeline
Moors & Cabot, Inc.24,703$1.01M0.05%+2,50813F-HRTimeline
Orin Green Financial, LLC27,326$1.01M0.47%new13F-HRTimeline
GUIDANCE CAPITAL, INC24,560$987K0.3%-20513F-HRTimeline
River Street Advisors LLC24,195$986K0.49%-32113F-HRTimeline
AGH Wealth Advisors, LLC23,972$978K0.94%-71613F-HRTimeline
Gilman Hill Asset Management, LLC23,695$966K0.17%013F-HRTimeline