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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

891 managers (900 13F filers) reported a position in SPSM shares at 2025-09-30, 196,254,091 shares in all. 80 filers opened a position and 48 filers sold out during the quarter.

Managers
891
13F filers
900
New
80
Added
386
Reduced
303
Sold out
48
Shares held by filers
196,254,091

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
NorthCoast Asset Management LLC86,001$3.98M0.02%+79,97113F-HRTimeline
Perennial Investment Advisors, LLC85,064$3.94M0.33%-34,40113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT84,744$3.93M0.06%+4,66613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.82,356$3.81M0.01%-3,22313F-HRTimelineGroup
CVFG LLC81,979$3.8M2.74%+2,95013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC81,878$3.79M1.16%+4,63313F-HRTimeline
Raleigh Capital Management Inc.81,807$3.79M1.44%+42,83313F-HRTimeline
RAINIER FAMILY WEALTH INC80,926$3.75M3.34%-10313F-HRTimeline
Hughes Financial Services, LLC79,799$3.71M0.59%-6,65013F-HRTimeline
Wealth Advisory Solutions, LLC79,645$3.69M0.89%+5,93113F-HRTimeline
MJP ASSOCIATES INC /ADV78,946$3.66M0.48%+3,65013F-HRTimeline
Compass Wealth Management LLC77,834$3.61M0.8%+6,98713F-HRTimeline
LEGACY SOLUTIONS, LLC76,637$3.55M3.19%+49713F-HRTimeline
DDFG, Inc76,570$3.55M0.82%+3,27713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC74,765$3.46M0.07%+21,28813F-HRTimeline
Cyndeo Wealth Partners, LLC74,295$3.44M0.19%-17213F-HRTimeline
Chicago Partners Investment Group LLC72,735$3.42M0.09%-3,34213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC73,701$3.41M0.1%+14,89213F-HRTimelineGroup
Atria Investments, Inc73,109$3.39M0.04%+15,90313F-HRTimeline
Sequoia Financial Advisors, LLC72,931$3.38M0.02%-1,35913F-HRTimeline
SilverOak Wealth Management LLC72,484$3.36M0.57%-2,20613F-HRTimeline
Modera Wealth Management, LLC71,779$3.32M0.04%-21613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC71,473$3.31M0.08%+29,45413F-HRTimelineGroup
Annex Advisory Services, LLC71,346$3.3M0.07%-4,42313F-HRTimeline
Destiny Capital Corp/CO71,072$3.29M1.79%-3,11013F-HRTimeline
Kohmann Bosshard Financial Services, LLC70,900$3.28M0.34%-7,17513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC70,516$3.27M0.08%-54513F-HRTimeline
PECAUT & CO.69,583$3.22M1.04%-21,49313F-HRTimeline
Sage Financial Management Group, Inc.69,435$3.22M1.03%+42513F-HRTimeline
Golden State Wealth Management, LLC69,044$3.2M0.35%+6,85113F-HRTimeline
Disciplined Investors, L.L.C.68,963$3.19M2.27%+36713F-HRTimeline
MONECO ADVISORS, LLC66,315$3.07M0.26%+2,01813F-HRTimeline
Clarus Wealth Advisors65,420$3.06M1.36%+92113F-HRTimeline
Breakwater Capital Group65,669$3.04M0.45%-8,82713F-HRTimeline
Meridian Financial Advisors, LLC65,651$3.04M1.71%+58113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…64,812$3M<0.01%-22,68213F-HRTimelineGroup
Jacobi Capital Management LLC64,519$2.99M0.18%+2,60513F-HRTimeline
Garden State Investment Advisory Servic…63,991$2.96M0.75%-9,05613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC63,902$2.96M<0.01%+16,16413F-HRTimelineGroup
PRIVATE TRUST CO NA62,407$2.89M0.25%-4,27813F-HRTimeline
Opal Wealth Advisors, LLC61,753$2.86M0.8%+3,20513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC61,613$2.85M<0.01%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…61,190$2.83M0.01%+44,37113F-HRTimelineGroup
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC61,366$2.83M0.22%+3,28113F-HRTimelineGroup
Aptus Capital Advisors, LLC60,715$2.81M0.03%+5,43413F-HRTimeline
Modern Wealth Management, LLC60,295$2.79M0.06%-215,95613F-HRTimeline
CFM WEALTH PARTNERS LLC60,219$2.79M0.4%-2,87313F-HRTimeline
Sowell Financial Services LLC60,192$2.79M0.11%-10,94013F-HRTimeline
Ausdal Financial Partners, Inc.60,063$2.78M0.14%+3,68413F-HRTimeline
Jaffetilchin Investment Partners, LLC58,146$2.69M0.16%+22613F-HRTimeline
Farther Finance Advisors, LLC57,945$2.68M0.04%-5,86713F-HRTimeline
SkyOak Wealth, LLC57,921$2.68M0.51%-2,71813F-HRTimeline
RMR Capital Management, LLC57,493$2.66M1.86%+4,20113F-HRTimeline
WNY Asset Management, LLC56,523$2.62M0.25%-49813F-HRTimeline
FMR LLCin group FMR LLC56,232$2.6M<0.01%+3,24413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV56,177$2.6M<0.01%-2,43913F-HRTimeline
Ironwood Wealth Management, LLC.55,901$2.59M0.87%-2,53513F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…54,941$2.54M0.93%+53313F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding54,803$2.54MnewTimeline
Alesco Advisors, LLC, An ESL Co54,484$2.52M0.07%+34,87413F-HRTimeline
BCGM Wealth Management, LLC53,308$2.47M0.64%-6,22213F-HRTimeline
Walkner Condon Financial Advisors LLC52,187$2.42M0.38%-32513F-HRTimeline
NorthRock Partners, LLC51,860$2.4M0.04%+47313F-HRTimeline
Stone Summit Wealth LLC51,857$2.4M0.68%-2,89813F-HRTimeline
Stablepoint Partners, LLC51,500$2.39M0.38%+4,96813F-HRTimeline
Bill Few Associates, Inc.51,351$2.38M0.61%+2,93613F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC50,997$2.36M0.24%+8,87513F-HRTimeline
Towercrest Capital Management50,846$2.36M0.38%-5,47013F-HRTimeline
Affinity Capital Advisors, LLC50,456$2.35M0.36%-24013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…50,670$2.35M0.08%-16213F-HRTimelineGroup
Marathon Strategic Advisors, LLC50,390$2.33M1.87%+4,96213F-HRTimeline
Manhattan West Asset Management, LLC49,339$2.29M0.48%+1,74813F-HRTimeline
G&S Capital LLC48,888$2.26M0.84%-59813F-HRTimeline
Sunflower Bank, N.A.48,152$2.23M0.54%-48913F-HRTimeline
Alta Wealth Advisors LLC47,984$2.22M0.8%+5,99513F-HRTimeline
VestGen Advisors, LLC47,892$2.22M0.07%-25,27113F-HRTimeline
Fortitude Family Office, LLC47,296$2.19M0.59%-2,96213F-HRTimeline
AdvisorNet Financial, Inc47,020$2.18M0.12%+61713F-HRTimeline
Coastwise Capital Group, LLC46,896$2.17M1.53%+4,68113F-HRTimeline
Tandem Investment Partners LLC46,608$2.16M1.77%+1,15013F-HRTimeline
PFG Advisors46,391$2.15M0.09%+6,23513F-HRTimeline
Kingsview Wealth Management, LLC46,240$2.14M0.03%-4,46513F-HRTimeline
SEMITAM BONAM LLC46,213$2.14M1.91%+43713F-HRTimeline
IFG Advisors, LLC46,110$2.14M0.35%-61613F-HRTimeline
Legend Financial Advisors, Inc.45,359$2.1M1.29%+92613F-HRTimeline
Orion Porfolio Solutions, LLC45,145$2.09M0.02%+8913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS44,826$2.08M<0.01%+49913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources44,820$2.08M<0.01%+2,35013F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC44,696$2.07M0.16%+2,18313F-HRTimeline
Rothschild Wealth LLC44,080$2.04M0.44%+1,39613F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…44,080$2.04M0.92%new13F-HRTimeline
Krilogy Financial LLC43,895$2.03M0.08%new13F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC43,502$2.02M1.17%+17913F-HRTimeline
Goodman Financial Corp43,251$2M0.39%-2,87413F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC43,178$2M0.62%-17,33013F-HRTimeline
Wealth Advisors of Iowa, LLC43,077$2M0.68%+9,83213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC43,041$1.99M0.04%+21,54913F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC43,024$1.99M0.05%013F-HRTimeline
Maia Wealth LLC42,525$1.97M0.33%+17,38713F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…42,301$1.96M1.36%+2,49613F-HRTimeline
Shoker Investment Counsel, Inc.42,257$1.96M0.58%+26713F-HRTimeline
Perigon Wealth Management, LLC42,094$1.95M0.04%+24413F-HRTimeline
Cresset Asset Management, LLC41,763$1.93M0.01%-9,30313F-HR/ATimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\41,761$1.93M<0.01%-5,28713F-HRTimelineGroup
F/m Investments LLC41,610$1.93M0.07%-2,06113F-HRTimeline
NovaPoint Capital, LLC41,549$1.92M0.47%+96613F-HRTimeline
GREENLEAF TRUST41,460$1.92M0.02%new13F-HRTimeline
Forefront Wealth Partners, LLC41,202$1.91M0.48%+29,28713F-HRTimeline
Steward Partners Investment Advisory, L…41,003$1.9M0.01%+6,80113F-HRTimeline
LANARK FINANCIAL, INC.41,002$1.9M0.15%+4,11513F-HRTimeline
Balefire, LLC40,669$1.88M0.38%+12,06113F-HRTimeline
Alliance Wealth Management Group40,495$1.88M0.42%-5,73913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.40,174$1.86M1.15%+13,05813F-HRTimeline
SteelPeak Wealth, LLC40,025$1.85M0.06%new13F-HRTimeline
DELTEC ASSET MANAGEMENT LLC39,830$1.84M0.3%+8,83013F-HRTimeline
American Financial Advisors, LLC39,734$1.84M0.24%+31,51413F-HRTimeline
Sherman Asset Management, Inc.39,577$1.83M1.58%-1,81413F-HRTimeline
WESCAP Management Group, Inc.39,272$1.82M0.38%-23213F-HRTimeline
Lunt Capital Management, Inc.39,142$1.81M0.69%+11,73913F-HRTimeline
Marmo Financial Group, LLC38,863$1.8M0.87%-32,03013F-HRTimeline
IFP Advisors, Inc38,680$1.79M0.05%-1,86913F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC38,381$1.78M0.11%+2,49013F-HRTimeline
GPS Wealth Strategies Group, LLC38,070$1.76M0.19%-61313F-HRTimeline
Crescent Grove Advisors, LLC38,021$1.76M0.17%+413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.37,857$1.75M<0.01%+9,98113F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC37,724$1.75M0.2%+5,45613F-HRTimeline
Simplicity Wealth,LLC37,715$1.75M0.1%-18,54513F-HRTimeline
21 West Wealth Management LLC37,429$1.73M1.64%+1,29713F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC37,353$1.73M0.3%+65113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC36,939$1.71M0.04%+2,79013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/36,904$1.71M<0.01%+6,34313F-HRTimelineGroup
NOVUS ADVISORS, LLC36,439$1.69M3.88%+16,52713F-HRTimeline
Caliber Wealth Management, LLC / KS36,370$1.68M0.19%-10,24413F-HRTimeline
BLAIR WILLIAM & CO/IL36,286$1.68M<0.01%+55413F-HRTimeline
Apexium Financial, LP36,248$1.68M0.08%+7,27913F-HRTimeline
MFA Wealth Services36,181$1.68M1.16%-1,32513F-HRTimeline
Bedel Financial Consulting, Inc.35,699$1.65M0.21%+54713F-HRTimeline
Eldridge Investment Advisors, Inc.35,520$1.65M0.37%+11,31813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…35,498$1.64M0.05%new13F-HRTimelineGroup
Bison Wealth, LLC35,071$1.61M0.15%new13F-HRTimeline
Legacy Private Trust Co.34,561$1.6M0.1%-9313F-HRTimeline
CoreCap Advisors, LLC34,557$1.6M0.06%-2,41213F-HRTimeline
Arete Wealth Advisors, LLC34,458$1.59M0.1%+11,98013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP34,422$1.59M<0.01%-1,43813F-HRTimelineGroup
WCG Wealth Advisors LLC34,401$1.59M0.1%-5,02913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP34,200$1.58M<0.01%new13F-HRTimelineGroup
Global Strategic Investment Solutions, …34,195$1.58M0.16%-2,27913F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC33,840$1.57M0.79%-56713F-HRTimeline
SYON CAPITAL LLC33,686$1.56M0.08%+4,32613F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC33,451$1.55M0.57%-22,87413F-HRTimeline
Armbruster Capital Management, Inc.33,010$1.53M0.26%+5,54813F-HRTimeline
Global Financial Private Client, LLC32,889$1.52M0.54%+16,46613F-HRTimeline
Lee, Kelleher & Klein Wealth Management32,643$1.51M0.93%013F-HRTimeline
GeoWealth Management, LLC31,901$1.48M0.05%+11,15813F-HRTimeline
Drucker Wealth 3.0, LLC31,861$1.48M0.26%-29613F-HRTimeline
B. Riley Wealth Advisors, Inc.31,621$1.46M0.07%+1,94513F-HRTimeline
MBM WEALTH CONSULTANTS, LLC31,351$1.45M0.36%+8013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP31,193$1.44M<0.01%+1713F-HRTimelineGroup
Blue Fin Capital, Inc.30,834$1.43M0.22%+3,15313F-HRTimeline
Gotham Asset Management, LLC30,639$1.42M0.01%013F-HRTimeline
Nikulski Financial, Inc.30,619$1.42M0.36%-83313F-HRTimeline
WHALEROCK POINT PARTNERS, LLC30,488$1.41M0.29%013F-HRTimeline
FF Advisors,LLC30,466$1.41M0.67%-113F-HRTimeline
CSM Advisors, LLC29,966$1.39M0.04%+11,58413F-HRTimeline
HEADINVEST, LLC29,808$1.38M0.29%-20713F-HRTimeline
Northwest Bancshares, Inc.29,388$1.36M0.23%-1,11513F-HRTimeline
ARS Investment Partners, LLC28,611$1.33M0.09%+3,79213F-HRTimeline
XY Planning Network, Inc.30,903$1.32M0.45%013F-HRTimeline
Range Financial Group LLC28,157$1.3M0.47%-29113F-HRTimeline
SOL Capital Management CO27,920$1.29M0.12%+3,32613F-HRTimeline
Empirical Financial Services, LLC d.b.a…27,812$1.29M0.03%-76413F-HRTimeline
Independent Advisor Alliance27,794$1.29M0.03%+2,62113F-HRTimeline
Strategic Blueprint, LLC27,498$1.27M0.06%-2,60813F-HRTimeline
World Investment Advisors27,424$1.27M0.03%-40813F-HRTimeline
COMERICA BANK27,199$1.26M<0.01%-2,16813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…27,096$1.26M0.1%+46913F-HRTimelineGroup
Kagan Cocozza Asset Management26,657$1.23M0.93%-1,61913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co26,545$1.23M0.01%+57413F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC26,388$1.22M0.04%+9,25813F-HRTimelineGroup
CX Institutional26,271$1.22M0.04%+20,66713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP26,187$1.21M0.07%+2,16413F-HRTimeline
AGH Wealth Advisors, LLC26,117$1.21M0.89%+1,99013F-HRTimeline
Orin Green Financial, LLC25,967$1.2M0.48%-93813F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…25,905$1.2M0.37%-1,56013F-HRTimeline
Intrua Financial, LLC25,890$1.2M0.14%+19,35813F-HRTimeline
River Street Advisors LLC25,783$1.19M0.46%-10013F-HRTimeline
International Private Wealth Advisors L…25,583$1.19M0.75%+11,96213F-HRTimeline
Quantinno Capital Management LP25,581$1.18M<0.01%+10,31013F-HRTimeline
Gateway Wealth Partners, LLC25,433$1.18M0.16%+16,05213F-HRTimeline
Founders Financial Alliance, LLC25,245$1.17M0.22%-66,35513F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK25,614$1.17M0.11%013F-HRTimeline
Alliance Wealth Advisors, LLC /UT25,113$1.16M0.27%+4,69113F-HRTimeline
Key Financial Inc25,007$1.16M0.21%+41713F-HRTimeline
Moors & Cabot, Inc.25,029$1.16M0.05%+71613F-HRTimeline
CFS Investment Advisory Services, LLC24,258$1.15M0.09%+2,72413F-HRTimeline
Venturi Wealth Management, LLC24,378$1.13M0.05%-2,50013F-HRTimeline
McMill Wealth Management24,349$1.13M0.32%-45313F-HRTimeline
WealthTrak Capital Management LLC24,231$1.12M0.92%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC24,014$1.11M0.01%+9213F-HRTimelineGroup
TD Capital Management LLC24,008$1.11M0.1%-5,64813F-HRTimeline