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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

886 managers (893 13F filers) reported a position in SPSM shares at 2025-06-30, 190,431,189 shares in all. 68 filers opened a position and 74 filers sold out during the quarter.

Managers
886
13F filers
893
New
68
Added
376
Reduced
315
Sold out
74
Shares held by filers
190,431,189

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.85,579$3.65M0.01%+4,69213F-HRTimelineGroup
LANDMARK WEALTH MANAGEMENT, INC.82,344$3.51M1.5%+36,54513F-HRTimeline
RAINIER FAMILY WEALTH INC81,029$3.45M3.45%-14,01013F-HRTimeline
Fiduciary Group, LLC80,499$3.43M0.32%+27,32513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT80,078$3.41M0.05%new13F-HRTimeline
Chicago Partners Investment Group LLC76,077$3.38M0.1%-7513F-HRTimeline
Aspire Private Capital, LLC79,412$3.38M0.79%+38,10513F-HRTimeline
MBB PUBLIC MARKETS I LLC79,298$3.38M0.39%-590,47013F-HRTimeline
CVFG LLC79,029$3.37M2.67%+8,36113F-HRTimeline
Kohmann Bosshard Financial Services, LLC78,075$3.33M0.37%+40,69713F-HRTimeline
Atria Wealth Solutions, Inc.76,590$3.3M0.07%-6,63613F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC77,245$3.29M1.11%+3,03713F-HRTimeline
LEGACY SOLUTIONS, LLC76,140$3.24M3.11%+2,90213F-HRTimeline
Annex Advisory Services, LLC75,769$3.23M0.08%+6,92213F-HRTimeline
MJP ASSOCIATES INC /ADV75,296$3.21M0.48%-28,58013F-HRTimeline
SilverOak Wealth Management LLC74,690$3.18M0.6%-1,51113F-HRTimeline
Breakwater Capital Group74,496$3.17M0.52%-8,32113F-HRTimeline
Cyndeo Wealth Partners, LLC74,467$3.17M0.19%-98313F-HRTimeline
Sequoia Financial Advisors, LLC74,290$3.16M0.02%-57913F-HRTimeline
Destiny Capital Corp/CO74,182$3.16M1.91%+8213F-HRTimeline
Wealth Advisory Solutions, LLC73,714$3.14M0.8%+1,74613F-HRTimeline
DDFG, Inc73,293$3.12M0.79%+2,95313F-HRTimeline
VestGen Advisors, LLC73,163$3.12M0.12%-3,46913F-HRTimeline
Garden State Investment Advisory Servic…73,047$3.11M0.84%-13,64513F-HRTimeline
M Holdings Securities, Inc.72,187$3.08M0.53%+3013F-HRTimeline
Modera Wealth Management, LLC71,995$3.07M0.04%-2,38213F-HRTimeline
Sowell Financial Services LLC71,132$3.03M0.12%+2,34713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC71,061$3.03M0.08%-5,32013F-HRTimeline
Marmo Financial Group, LLC70,893$3.02M1.5%-3,21613F-HRTimeline
Compass Wealth Management LLC70,847$3.02M0.72%+7,01213F-HRTimeline
AE Wealth Management LLC70,660$3.01M0.02%+13,52113F-HRTimeline
Sage Financial Management Group, Inc.69,010$2.94M1.02%-9,04513F-HRTimeline
Disciplined Investors, L.L.C.68,596$2.92M2.28%+4,11813F-HRTimeline
HARBOUR INVESTMENTS, INC.67,830$2.89M0.07%+12,75513F-HRTimeline
PRIVATE TRUST CO NA66,685$2.84M0.27%+9,68513F-HRTimeline
Synergy Investment Management, LLC66,674$2.84M1.71%+4,43913F-HRTimeline
Clarus Wealth Advisors64,499$2.82M1.3%+4,16513F-HRTimeline
FLOW TRADERS U.S. LLC65,920$2.81M0.1%new13F-HRTimeline
Meridian Financial Advisors, LLC65,070$2.77M1.79%+86213F-HRTimeline
MONECO ADVISORS, LLC64,297$2.74M0.25%+10,74413F-HRTimeline
Farther Finance Advisors, LLC63,812$2.72M0.05%-51,33313F-HRTimeline
Northeast Financial Consultants Inc63,097$2.69M0.11%-2,53313F-HRTimeline
CFM WEALTH PARTNERS LLC63,092$2.69M0.43%-48413F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC62,673$2.67M0.59%+7,22613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC62,277$2.65M<0.01%-203,56713F-HRTimelineGroup
Golden State Wealth Management, LLC62,193$2.65M0.32%+1,43513F-HRTimeline
Jacobi Capital Management LLC61,914$2.64M0.18%+8,90713F-HRTimeline
Sharkey, Howes & Javer61,270$2.61M0.35%-67,60513F-HRTimeline
SkyOak Wealth, LLC60,639$2.58M0.52%+2,36613F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC60,508$2.58M0.89%-5,24813F-HRTimeline
DHK Financial Advisors, Inc.60,367$2.57M1.48%+26013F-HRTimeline
BCGM Wealth Management, LLC59,530$2.54M0.72%-2,32713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC58,809$2.51M0.08%-6,32713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV58,616$2.5M0.01%-6,59213F-HRTimeline
Opal Wealth Advisors, LLC58,548$2.49M0.69%+6,30813F-HRTimeline
Ironwood Wealth Management, LLC.58,436$2.49M0.91%-48,02513F-HRTimeline
Jaffetilchin Investment Partners, LLC57,920$2.47M0.16%-27113F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC58,085$2.45M0.21%+7,78713F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC57,304$2.44M0.24%-2,251,15113F-HRTimeline
Atria Investments, Inc57,206$2.44M0.03%-23,81413F-HRTimeline
WNY Asset Management, LLC57,021$2.43M0.27%-22,54413F-HRTimeline
Ausdal Financial Partners, Inc.56,379$2.4M0.16%-92213F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC56,325$2.4M1.01%-2,55313F-HRTimeline
Towercrest Capital Management56,316$2.4M0.43%+5,31413F-HRTimeline
Simplicity Wealth,LLC56,260$2.4M0.1%new13F-HRTimeline
Elgethun Capital Management55,395$2.36M0.47%+3,42713F-HRTimeline
Aptus Capital Advisors, LLC55,281$2.35M0.02%+11,07413F-HRTimeline
Stone Summit Wealth LLC54,755$2.33M0.72%+3,62313F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…54,408$2.32M0.93%-2,29413F-HRTimeline
TFG Advisers LLC53,776$2.29M0.78%-2,61713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC53,477$2.28M0.05%+24,51813F-HRTimeline
RMR Capital Management, LLC53,292$2.27M1.62%-19,80213F-HRTimeline
FMR LLCin group FMR LLC52,988$2.26M<0.01%-2,09113F-HRTimelineGroup
Walkner Condon Financial Advisors LLC52,512$2.24M0.41%-11,52813F-HRTimeline
NorthRock Partners, LLC51,387$2.19M0.06%+10513F-HR/ATimeline
Cresset Asset Management, LLC51,066$2.18M0.01%-31,88613F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…50,832$2.17M0.08%-2,28913F-HRTimelineGroup
Kingsview Wealth Management, LLC50,705$2.16M0.04%+55613F-HRTimeline
Affinity Capital Advisors, LLC50,696$2.16M0.37%-3,29013F-HRTimeline
Fortitude Family Office, LLC50,258$2.14M0.71%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC50,112$2.13M0.01%-20,20913F-HRTimelineGroup
G&S Capital LLC49,486$2.11M0.84%-11,13513F-HRTimeline
Sunflower Bank, N.A.48,641$2.07M0.52%new13F-HRTimeline
Bill Few Associates, Inc.48,415$2.06M0.58%-2,77813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC47,738$2.03M<0.01%+15,51113F-HRTimelineGroup
Manhattan West Asset Management, LLC47,591$2.03M0.47%+5,68413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\47,048$2M<0.01%-11,17413F-HRTimelineGroup
IFG Advisors, LLC46,726$1.99M0.33%-3,23613F-HRTimeline
Caliber Wealth Management, LLC / KS46,614$1.99M0.21%-5,92813F-HRTimeline
Stablepoint Partners, LLC46,532$1.98M0.34%+1,08013F-HRTimeline
AdvisorNet Financial, Inc46,403$1.98M0.13%+6,21213F-HRTimeline
Alliance Wealth Management Group46,234$1.97M0.5%+3,38413F-HRTimeline
Goodman Financial Corp46,125$1.96M0.39%-24,25213F-HRTimeline
SEMITAM BONAM LLC45,776$1.95M1.84%13F-HRTimeline
Tandem Investment Partners LLC45,458$1.94M1.69%+2,80513F-HRTimeline
Marathon Strategic Advisors, LLC45,428$1.94M1.8%+6,15113F-HRTimeline
Orion Porfolio Solutions, LLC45,056$1.92M0.02%+7,79613F-HR/ATimeline
Prairie Sky Financial Group LLC44,832$1.91M1.05%+3913F-HRTimeline
Legend Financial Advisors, Inc.44,433$1.89M1.26%-7,92013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS44,327$1.89M<0.01%-13,31813F-HRTimeline
F/m Investments LLC43,671$1.86M0.07%013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC43,323$1.85M1.14%-14613F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC43,024$1.83M0.05%013F-HRTimeline
Rothschild Wealth LLC42,684$1.82M0.45%-9,36113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC42,513$1.81M0.16%+2,92013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources42,470$1.81M<0.01%-12013F-HRTimelineGroup
Coastwise Capital Group, LLC42,215$1.8M1.43%+5,08313F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC42,122$1.79M0.19%-62613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC42,019$1.79M0.05%+15,68813F-HRTimelineGroup
Shoker Investment Counsel, Inc.41,990$1.79M0.56%+5,68013F-HRTimeline
Alta Wealth Advisors LLC41,989$1.79M0.84%+1,10413F-HRTimeline
Perigon Wealth Management, LLC41,850$1.78M0.04%-1,32313F-HRTimeline
Idaho Trust Co41,786$1.78M0.64%-16513F-HRTimeline
Sherman Asset Management, Inc.41,391$1.76M1.56%-23,58313F-HRTimeline
NovaPoint Capital, LLC40,583$1.73M0.53%-4,06113F-HRTimeline
IFP Advisors, Inc40,549$1.73M0.05%-7,64813F-HRTimeline
PFG Advisors40,156$1.71M0.08%+28,31913F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…39,805$1.7M1.27%-53513F-HRTimeline
WESCAP Management Group, Inc.39,504$1.68M0.38%-1,05113F-HRTimeline
WCG Wealth Advisors LLC39,430$1.68M0.11%-4,24013F-HRTimeline
Raleigh Capital Management Inc.38,974$1.66M0.7%+21,55913F-HRTimeline
GPS Wealth Strategies Group, LLC38,683$1.65M0.19%-92613F-HRTimeline
MAI Capital Management38,097$1.62M0.01%+1,97213F-HRTimeline
Crescent Grove Advisors, LLC38,017$1.62M0.16%-1,16113F-HRTimeline
MFA Wealth Services37,506$1.6M1.2%-6,82313F-HRTimeline
Brown Miller Wealth Management, LLC37,113$1.58M0.49%+4,37013F-HRTimeline
IFG Advisory, LLC37,102$1.58M0.08%-6,45613F-HRTimeline
CoreCap Advisors, LLC36,969$1.57M0.06%+4,10313F-HRTimeline
LANARK FINANCIAL, INC.36,887$1.57M0.13%+31,50313F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC36,702$1.56M0.29%+29813F-HRTimelineGroup
Global Strategic Investment Solutions, …36,474$1.55M0.17%-4,15213F-HRTimeline
21 West Wealth Management LLC36,132$1.54M1.55%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC35,891$1.53M0.12%+3,70813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP35,860$1.53M<0.01%+27,52213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL35,732$1.52M<0.01%-13,60013F-HRTimeline
HM PAYSON & CO35,514$1.51M0.02%+27,84813F-HRTimeline
EP Wealth Advisors, LLC35,377$1.51M0.01%-2,76813F-HRTimeline
Bedel Financial Consulting, Inc.35,152$1.5M0.2%+1,36413F-HRTimeline
Adams Wealth Management34,929$1.49M0.28%+12,36213F-HRTimeline
CacheTech Inc.34,929$1.49M0.27%+12,36213F-HRTimeline
Legacy Private Trust Co.34,654$1.48M0.1%-27,13413F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC34,407$1.47M0.81%-3,40513F-HRTimeline
Steward Partners Investment Advisory, L…34,202$1.46M0.01%-3,20313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC34,149$1.45M0.04%-6,12213F-HRTimeline
Wealth Advisors of Iowa, LLC33,245$1.42M0.53%+3,29213F-HRTimeline
Drucker Wealth 3.0, LLC32,157$1.42M0.27%+12,06013F-HRTimeline
Lee, Kelleher & Klein Wealth Management32,643$1.39M0.92%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC32,268$1.37M0.17%+10,41913F-HRTimeline
Nikulski Financial, Inc.31,452$1.34M0.37%-97213F-HRTimeline
MBM WEALTH CONSULTANTS, LLC31,271$1.33M0.36%+1,86113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP31,176$1.33M<0.01%+13,56513F-HRTimelineGroup
Financial Advocates Investment Manageme…31,174$1.33M0.11%-27,33913F-HRTimeline
DELTEC ASSET MANAGEMENT LLC31,000$1.32M0.24%013F-HRTimeline
XY Planning Network, Inc.30,903$1.32M0.45%+10,69913F-HRTimeline
Gotham Asset Management, LLC30,639$1.31M0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/30,561$1.3M<0.01%-2,76213F-HRTimelineGroup
Northwest Bancshares, Inc.30,503$1.3M0.23%-2,07813F-HRTimeline
WHALEROCK POINT PARTNERS, LLC30,488$1.3M0.28%013F-HRTimeline
FF Advisors,LLC30,467$1.3M0.67%013F-HRTimeline
Strategic Blueprint, LLC30,106$1.28M0.06%-91613F-HRTimeline
HEADINVEST, LLC30,015$1.28M0.27%-2,43313F-HRTimeline
B. Riley Wealth Advisors, Inc.29,676$1.26M0.06%-42,11513F-HRTimeline
TD Capital Management LLC29,656$1.26M0.12%-23013F-HRTimeline
Tidemark, LLC29,575$1.26M0.41%+1,47613F-HRTimeline
COMERICA BANK29,367$1.25M<0.01%-3,47613F-HRTimeline
SYON CAPITAL LLC29,360$1.25M0.08%-21,89013F-HRTimeline
Apexium Financial, LP28,969$1.23M0.07%+14,75213F-HRTimeline
Balefire, LLC28,608$1.22M0.27%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…28,576$1.22M0.03%-14213F-HRTimeline
Range Financial Group LLC28,448$1.21M0.48%-1,40813F-HRTimeline
Kagan Cocozza Asset Management28,276$1.2M0.92%-313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.27,876$1.19M<0.01%-5613F-HRTimelineGroup
World Investment Advisors27,832$1.19M0.03%+1,94613F-HRTimeline
Blue Fin Capital, Inc.27,681$1.18M0.2%-2,65913F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.27,614$1.18M0.42%+32613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.27,116$1.17M0.79%+7,64413F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…27,465$1.17M0.42%-2,50313F-HRTimeline
Armbruster Capital Management, Inc.27,462$1.17M0.21%+4,36513F-HRTimeline
Lunt Capital Management, Inc.27,403$1.17M0.45%-18,14513F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK25,614$1.17M0.11%013F-HRTimeline
Orin Green Financial, LLC26,905$1.15M0.49%-42113F-HRTimeline
Venturi Wealth Management, LLC26,878$1.15M0.06%-7,63613F-HRTimeline
Integrity Wealth Solutions LLC26,789$1.14M0.56%-1,38813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…26,627$1.13M0.11%-23,85913F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co25,971$1.11M0.01%-13213F-HRTimelineGroup
River Street Advisors LLC25,883$1.1M0.47%+1,68813F-HRTimeline
Values Added Financial LLC25,638$1.09M0.53%+2,00813F-HRTimeline
POM Investment Strategies, LLC25,195$1.07M0.77%+24,94613F-HRTimeline
Independent Advisor Alliance25,173$1.07M0.03%+4,13613F-HRTimeline
Maia Wealth LLC25,138$1.07M0.2%+19,32313F-HRTimeline
Horan Securities, Inc.24,953$1.06M0.37%new13F-HRTimeline
McMill Wealth Management24,802$1.06M0.35%+1,15713F-HRTimeline
ARS Investment Partners, LLC24,819$1.06M0.08%-5,24913F-HRTimeline
Plan A Wealth LLC24,601$1.05M0.59%-20,69513F-HRTimeline
SOL Capital Management CO24,594$1.05M0.1%+1,20013F-HRTimeline
Key Financial Inc24,590$1.05M0.21%+1,19813F-HRTimeline
VICUS CAPITAL24,514$1.04M0.09%+15,26513F-HRTimeline
Moors & Cabot, Inc.24,313$1.04M0.05%-39013F-HRTimeline
GUIDANCE CAPITAL, INC24,447$1.03M0.29%-11313F-HRTimeline
Eldridge Investment Advisors, Inc.24,202$1.03M0.22%-3,62813F-HRTimeline