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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

976 managers (987 13F filers) reported a position in SPSM shares at 2025-12-31, 209,153,231 shares in all. 75 filers opened a position and 39 filers sold out during the quarter.

Managers
976
13F filers
987
New
75
Added
378
Reduced
343
Sold out
39
Shares held by filers
209,153,231

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
AlphaCore Capital LLC96,627$4.53M0.1%+96,12613F-HRTimeline
Shum Financial Group, Inc.96,189$4.51M3.25%-83013F-HRTimeline
SEEDS INVESTOR LLC95,846$4.49M0.86%-8,55513F-HRTimeline
AE Wealth Management LLC95,706$4.48M0.03%-10,60113F-HRTimeline
Signal Advisors Wealth, LLC95,557$4.48M0.36%-19,08413F-HRTimeline
SCS Capital Management LLC95,264$4.46M0.05%-7,66013F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.94,117$4.41M1.55%-1,16313F-HRTimeline
RAINIER FAMILY WEALTH INC93,049$4.36M3.29%+12,12313F-HRTimeline
MJP ASSOCIATES INC /ADV92,937$4.36M0.54%+13,99113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.90,088$4.22M0.01%+7,73213F-HRTimelineGroup
SeedSafe Financial LLC89,587$4.2M3.72%13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC89,302$4.18M1.2%+7,42413F-HRTimeline
1900 WEALTH MANAGEMENT LLC86,999$4.08M0.26%-79013F-HRTimeline
NOTTINGHAM ADVISORS, INC.94,653$4.08M0.57%+2,52513F-HRTimeline
Obermeyer Wealth Partners86,453$4.05M0.19%-4,31213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT86,137$4.04M0.06%+1,39313F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC85,965$4.03M0.65%-3,80513F-HRTimeline
Pallas Capital Advisors LLC85,665$4.01M0.13%new13F-HRTimeline
CVFG LLC84,466$3.96M2.71%+2,48713F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding83,144$3.9M+28,341Timeline
Perennial Investment Advisors, LLC82,229$3.85M0.3%-2,83513F-HRTimeline
Wealth Advisory Solutions, LLC80,958$3.79M0.88%+1,31313F-HRTimeline
Compass Wealth Management LLC80,831$3.79M0.94%+2,99713F-HRTimeline
Atria Investments, Inc79,779$3.74M0.04%+6,67013F-HRTimeline
LEGACY SOLUTIONS, LLC79,571$3.73M3.28%+2,93413F-HRTimeline
DDFG, Inc78,829$3.69M0.81%+2,25913F-HRTimeline
Hughes Financial Services, LLC78,806$3.69M0.58%-99313F-HRTimeline
Alesco Advisors, LLC, An ESL Co76,129$3.57M0.09%+21,64513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…75,500$3.54M<0.01%+10,68813F-HRTimelineGroup
Chicago Partners Investment Group LLC70,285$3.51M0.09%-2,45013F-HRTimeline
Golden State Wealth Management, LLC74,745$3.5M0.37%+5,70113F-HRTimeline
Sage Financial Management Group, Inc.74,258$3.48M1.06%+4,82313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC73,160$3.43M0.09%-54113F-HR/ATimelineGroup
MONECO ADVISORS, LLC72,562$3.4M0.27%+6,24713F-HRTimeline
Sequoia Financial Advisors, LLC72,525$3.4M0.02%-40613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC72,271$3.39M<0.01%+8,36913F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC70,903$3.32M0.3%+313F-HRTimeline
Destiny Capital Corp/CO70,897$3.32M1.71%-17513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC70,515$3.3M0.08%-113F-HRTimeline
Modera Wealth Management, LLC69,702$3.27M0.04%-2,07713F-HRTimeline
Annex Advisory Services, LLC69,479$3.26M0.06%-1,86713F-HRTimeline
Disciplined Investors, L.L.C.69,086$3.24M2.12%+12313F-HRTimeline
PECAUT & CO.68,583$3.21M1.04%-1,00013F-HRTimeline
Clarus Wealth Advisors65,193$3.21M1.33%-22713F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC63,476$3.13M0.21%+2,11013F-HRTimelineGroup
Breakwater Capital Group66,316$3.11M0.43%+64713F-HRTimeline
Jacobi Capital Management LLC65,905$3.09M0.18%+1,38613F-HRTimeline
EP Wealth Advisors, LLC65,774$3.08M0.02%13F-HRTimeline
Capital Investment Management, Inc.65,198$3.06M1.07%13F-HRTimeline
IFP Advisors, Inc65,136$3.05M0.07%+26,45613F-HRTimeline
Meridian Financial Advisors, LLC64,722$3.03M1.65%-92913F-HRTimeline
Raleigh Capital Management Inc.64,259$3.01M1.09%-17,54813F-HRTimeline
WLTH Capital Management, LLC58,856$3M2.32%13F-HRTimeline
Garden State Investment Advisory Servic…63,372$2.97M0.71%-61913F-HRTimeline
Aptus Capital Advisors, LLC62,690$2.94M0.02%+1,97513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC62,459$2.93M0.05%-12,30613F-HR/ATimeline
Sowell Financial Services LLC62,041$2.91M0.11%+1,84913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC61,790$2.9M0.07%-9,68313F-HRTimelineGroup
Ausdal Financial Partners, Inc.61,688$2.89M0.13%+1,62513F-HRTimeline
Opal Wealth Advisors, LLC61,196$2.87M0.75%-55713F-HRTimeline
Cyndeo Wealth Partners, LLC61,017$2.86M0.15%-13,27813F-HRTimeline
Farther Finance Advisors, LLC60,994$2.86M0.03%+3,04913F-HRTimeline
FMR LLCin group FMR LLC60,452$2.83M<0.01%+4,22013F-HRTimelineGroup
Amicus Financial Advisors, LLC60,269$2.82M0.79%13F-HRTimeline
CFM WEALTH PARTNERS LLC60,179$2.82M0.41%-4013F-HRTimeline
PRIVATE TRUST CO NA59,788$2.8M0.25%-2,61913F-HRTimeline
Modern Wealth Management, LLC59,392$2.78M0.05%-90313F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC58,929$2.76M0.27%+7,93213F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC58,724$2.75M0.1%+15,70013F-HRTimeline
SkyOak Wealth, LLC58,671$2.75M0.49%+75013F-HRTimeline
Jaffetilchin Investment Partners, LLC58,433$2.74M0.16%+28713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC56,764$2.67M0.13%+18,38313F-HRTimeline
RMR Capital Management, LLC56,058$2.63M1.9%-1,43513F-HRTimeline
Bill Few Associates, Inc.55,344$2.59M0.64%+3,99313F-HRTimeline
Ironwood Wealth Management, LLC.55,327$2.59M0.76%-57413F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…55,205$2.59M0.9%+26413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…55,020$2.58M0.08%+4,35013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV54,829$2.57M<0.01%-1,34813F-HRTimeline
Marathon Strategic Advisors, LLC54,514$2.55M1.95%+4,12413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources53,559$2.51M<0.01%+8,73913F-HRTimelineGroup
Legend Financial Advisors, Inc.53,300$2.5M1.51%+7,94113F-HRTimeline
Stablepoint Partners, LLC53,214$2.49M0.39%+1,71413F-HRTimeline
Walkner Condon Financial Advisors LLC53,075$2.49M0.35%+88813F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC52,678$2.47M0.18%+7,98213F-HRTimeline
BCGM Wealth Management, LLC52,418$2.46M0.63%-89013F-HRTimeline
NorthRock Partners, LLC52,318$2.45M0.04%+45813F-HRTimeline
Coastwise Capital Group, LLC51,277$2.4M1.2%+4,38113F-HRTimeline
Maia Wealth LLC47,501$2.39M0.41%+4,97613F-HRTimeline
Stone Summit Wealth LLC50,914$2.39M0.65%-94313F-HRTimeline
G&S Capital LLC50,323$2.36M0.83%+1,43513F-HRTimeline
AdvisorNet Financial, Inc49,488$2.32M0.12%+2,46813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/48,471$2.27M<0.01%+11,56713F-HRTimelineGroup
SEMITAM BONAM LLC48,313$2.26M1.89%+2,10013F-HRTimeline
Alta Wealth Advisors LLC48,132$2.26M0.75%+14813F-HRTimeline
LANARK FINANCIAL, INC.47,996$2.25M0.17%+6,99413F-HRTimeline
Orion Porfolio Solutions, LLC47,783$2.24M0.02%+2,63813F-HRTimeline
Tandem Investment Partners LLC47,528$2.23M1.88%+92013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC47,487$2.23M0.25%+9,76313F-HRTimeline
Kingsview Wealth Management, LLC47,457$2.22M0.03%+1,21713F-HRTimeline
Rothschild Wealth LLC46,898$2.2M0.21%+2,81813F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC46,336$2.17M0.04%+3,29513F-HRTimelineGroup
Manhattan West Asset Management, LLC46,160$2.16M0.44%-3,17913F-HRTimeline
Krilogy Financial LLC43,224$2.16M0.07%-67113F-HRTimeline
IFG Advisors, LLC45,958$2.15M0.36%-15213F-HRTimeline
Gambit Capital Management, LLC45,810$2.15M1.54%13F-HRTimeline
Fortitude Family Office, LLC45,375$2.13M0.5%-1,92113F-HRTimeline
True Blue Financial, LLC45,276$2.12M1.75%13F-HRTimeline
TrueWealth Financial Partners45,276$2.12M1.75%new13F-HRTimeline
World Investment Advisors44,986$2.11M0.03%+17,56213F-HR/ATimeline
ALPHA CAPITAL ADVISORS INC /ADV42,697$2.1M1.95%13F-HRTimeline
Affinity Capital Advisors, LLC44,692$2.09M0.29%-5,76413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…44,616$2.09M0.02%+33,15913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS43,810$2.05M<0.01%-1,01613F-HRTimeline
Simplicity Wealth,LLC43,775$2.05M0.12%+6,06013F-HRTimeline
Cresset Asset Management, LLC43,555$2.04M0.01%+1,79213F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…43,393$2.03M1.36%+1,09213F-HRTimeline
Towercrest Capital Management43,343$2.03M0.32%-7,50313F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC43,188$2.02M1.17%-31413F-HRTimeline
NovaPoint Capital, LLC43,135$2.02M0.52%+1,58613F-HRTimeline
Goodman Financial Corp42,863$2.01M0.38%-38813F-HRTimeline
Sunflower Bank, N.A.42,585$2M0.5%-5,56713F-HRTimeline
Wealth Advisors of Iowa, LLC42,571$1.99M0.66%-50613F-HRTimeline
Shoker Investment Counsel, Inc.42,231$1.98M0.58%-2613F-HRTimeline
Perigon Wealth Management, LLC42,034$1.97M0.04%-6013F-HRTimeline
Louisiana State Employees Retirement Sy…42,000$1.97M0.03%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP41,655$1.95M<0.01%+10,46213F-HRTimelineGroup
Forefront Wealth Partners, LLC41,547$1.95M0.92%+34513F-HRTimeline
American Financial Advisors, LLC40,096$1.88M0.24%+36213F-HRTimeline
WESCAP Management Group, Inc.39,272$1.84M0.37%013F-HRTimeline
Bedel Financial Consulting, Inc.39,215$1.84M0.2%+3,51613F-HRTimeline
Smartleaf Asset Management LLC38,195$1.81M0.07%+22,86313F-HRTimeline
Lunt Capital Management, Inc.38,610$1.81M0.68%-53213F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC38,569$1.81M0.28%+1,21613F-HRTimelineGroup
Marmo Financial Group, LLC38,429$1.8M0.85%-43413F-HRTimeline
Sherman Asset Management, Inc.38,321$1.8M1.52%-1,25613F-HRTimeline
21 West Wealth Management LLC38,235$1.79M1.64%+80613F-HRTimeline
Gotham Asset Management, LLC37,806$1.77M0.01%+7,16713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.37,475$1.76M<0.01%-38213F-HRTimelineGroup
Belpointe Asset Management LLC37,018$1.73M0.06%+24,43013F-HRTimeline
RAELIPSKIE PARTNERSHIP36,615$1.72M0.72%new13F-HRTimeline
Balefire, LLC36,458$1.71M0.33%-4,21113F-HRTimeline
CoreCap Advisors, LLC36,432$1.71M0.06%+1,87513F-HRTimeline
Steward Partners Investment Advisory, L…35,987$1.69M0.01%-5,01613F-HRTimeline
Legacy Wealth Partners, LLC35,921$1.68M0.44%13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…35,770$1.68M0.05%+27213F-HRTimelineGroup
Crescent Grove Advisors, LLC35,732$1.67M0.16%-2,28913F-HRTimeline
MFA Wealth Services35,539$1.67M1.13%-64213F-HRTimeline
CSM Advisors, LLC34,842$1.63M0.04%+4,87613F-HRTimeline
Armbruster Capital Management, Inc.34,809$1.63M0.27%+1,79913F-HRTimeline
McNamara Financial Services, Inc.34,770$1.63M0.31%-415,54513F-HRTimeline
Legacy Private Trust Co.34,583$1.62M0.1%+2213F-HRTimeline
HM PAYSON & CO34,145$1.6M0.02%-57,03513F-HRTimeline
SYON CAPITAL LLC34,019$1.59M0.08%+33313F-HRTimeline
Global Strategic Investment Solutions, …33,917$1.59M0.16%-27813F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC33,781$1.58M0.75%-5913F-HRTimeline
Alliance Wealth Management Group33,740$1.58M0.35%-6,75513F-HRTimeline
B. Riley Wealth Advisors, Inc.33,480$1.57M0.07%+1,85913F-HRTimeline
Blue Fin Capital, Inc.33,206$1.56M0.24%+2,37213F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC33,186$1.56M0.56%-26513F-HRTimeline
Northwest Wealth Advisors, LLC33,035$1.55M1.2%13F-HRTimeline
MBM WEALTH CONSULTANTS, LLC33,021$1.55M0.37%+1,67013F-HRTimeline
COURIER CAPITAL LLC32,934$1.54M0.09%+9,62213F-HRTimeline
Caliber Wealth Management, LLC / KS32,847$1.54M0.17%-3,52313F-HRTimeline
Arete Wealth Advisors, LLC32,323$1.51M0.1%-2,13513F-HR/ATimeline
Markin Asset Management, LPin group Markin Asset Management, LP32,245$1.51M1.66%13F-HRTimelineGroup
Independent Advisor Alliance32,242$1.51M0.04%+4,44813F-HRTimeline
BLAIR WILLIAM & CO/IL32,223$1.51M<0.01%-4,06313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP31,815$1.49M<0.01%-2,60713F-HRTimelineGroup
Drucker Wealth 3.0, LLC31,325$1.47M0.26%-53613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.31,105$1.45M0.47%-9,06913F-HRTimeline
ARS Investment Partners, LLC30,651$1.44M0.08%+2,04013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC30,488$1.43M0.27%013F-HRTimeline
FF Advisors,LLC30,214$1.42M0.63%-25213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\30,173$1.41M<0.01%-11,58813F-HRTimelineGroup
HEADINVEST, LLC30,068$1.41M0.28%+26013F-HRTimeline
FNY Investment Advisers, LLC30,000$1.41M0.4%new13F-HRTimeline
Northwest Bancshares, Inc.29,338$1.37M0.27%-5013F-HRTimeline
DELTEC ASSET MANAGEMENT LLC29,330$1.37M0.23%-10,50013F-HRTimeline
Global Financial Private Client, LLC29,052$1.36M0.48%-3,83713F-HRTimeline
Lee, Kelleher & Klein Wealth Management29,028$1.36M0.81%-3,61513F-HRTimeline
NOVUS ADVISORS, LLC28,908$1.35M3.03%-7,53113F-HRTimeline
Bison Wealth, LLC28,172$1.32M0.15%-6,89913F-HRTimeline
Range Financial Group LLC28,076$1.32M0.46%-8113F-HRTimeline
SWMG, LLC25,447$1.31M0.36%+2,30613F-HRTimeline
Empirical Financial Services, LLC d.b.a…27,812$1.3M0.02%013F-HRTimeline
SOL Capital Management CO27,765$1.3M0.12%-15513F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC27,624$1.29M0.37%-15,55413F-HRTimeline
Pinnacle Family Advisors, LLC27,550$1.29M0.57%new13F-HRTimeline
Quantinno Capital Management LP27,471$1.29M<0.01%+1,89013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP27,241$1.28M0.07%+1,05413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…27,226$1.28M0.11%+13013F-HRTimelineGroup
South Shore Capital Advisors27,134$1.27M0.93%13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.27,012$1.27M<0.01%new13F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…26,864$1.26M0.37%+95913F-HRTimeline
GeoWealth Management, LLC26,792$1.26M0.05%-5,10913F-HRTimeline
Regal Investment Advisors LLC26,506$1.24M0.07%+5,31213F-HRTimeline
AGH Wealth Advisors, LLC26,380$1.24M0.93%+26313F-HRTimeline
CFS Investment Advisory Services, LLC26,358$1.24M0.09%+2,10013F-HRTimeline
Zinnia Wealth Advisory, LLC26,340$1.23M1.33%13F-HRTimeline
Kagan Cocozza Asset Management26,322$1.23M0.88%-33513F-HRTimeline