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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

996 managers (1,010 13F filers) reported a position in SPSM shares at 2026-03-31, 207,561,855 shares in all. 79 filers opened a position and 58 filers sold out during the quarter.

Managers
996
13F filers
1,010
New
79
Added
422
Reduced
346
Sold out
58
Shares held by filers
207,561,855

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WCG Wealth Advisors LLC98,944$4.78M0.13%-29,01613F-HRTimeline
MJP ASSOCIATES INC /ADV97,168$4.7M0.57%+4,23113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…96,912$4.68M0.01%-76,15813F-HRTimelineGroup
Quantinno Capital Management LP96,334$4.65M0.01%+68,86313F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC96,319$4.65M1.33%+7,01713F-HRTimeline
Shum Financial Group, Inc.96,266$4.65M3.29%+7713F-HRTimeline
Premier Private Wealth Management LLC96,240$4.65M4.9%+43213F-HRTimeline
Resonant Capital Advisors, LLC95,194$4.6M0.24%-26,49813F-HRTimeline
Alesco Advisors, LLC, An ESL Co93,408$4.51M0.12%+17,27913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …93,343$4.51M0.26%new13F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.92,801$4.48M1.56%-1,31613F-HRTimeline
Arkadios Wealth Advisors92,653$4.48M0.07%+67,49713F-HRTimeline
Wealth Advisory Solutions, LLC92,206$4.46M0.99%+11,24813F-HRTimeline
Aspire Private Capital, LLC91,801$4.44M1%-26,04513F-HRTimeline
AlphaCore Capital LLC90,919$4.39M0.1%-5,70813F-HRTimeline
SeedSafe Financial LLC90,692$4.38M3.61%+1,10513F-HRTimeline
SCS Capital Management LLC90,239$4.36M0.05%-5,02513F-HRTimeline
RAINIER FAMILY WEALTH INC89,325$4.32M2.9%-3,72413F-HRTimeline
CVFG LLC88,733$4.29M0.53%+4,26713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC87,622$4.23M<0.01%+15,35113F-HRTimelineGroup
SEEDS INVESTOR LLC81,676$4.21M0.57%-14,17013F-HRTimeline
Larson Financial Group LLC86,420$4.18M0.13%-14,62713F-HRTimeline
Gotham Asset Management, LLC86,254$4.17M0.01%+48,44813F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC86,215$4.17M0.56%+25013F-HRTimeline
RETIREMITTEN FINANCIAL LLC85,201$4.12M1.99%13F-HRTimeline
1900 WEALTH MANAGEMENT LLC84,263$4.07M0.26%-2,73613F-HRTimeline
Signal Advisors Wealth, LLC84,229$4.07M0.28%-11,32813F-HRTimeline
Compass Wealth Management LLC83,250$4.02M0.99%+2,41913F-HRTimeline
DDFG, Inc82,387$3.98M0.86%+3,55813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV80,797$3.9M0.01%+25,96813F-HRTimeline
Chicago Partners Investment Group LLC73,826$3.89M0.09%+3,54113F-HRTimeline
MONECO ADVISORS, LLC78,635$3.8M0.29%+6,07313F-HRTimeline
GeoWealth Management, LLC78,536$3.79M0.14%+51,74413F-HRTimeline
Perennial Investment Advisors, LLC78,028$3.77M0.3%-4,20113F-HRTimeline
Obermeyer Wealth Partners77,820$3.76M0.17%-8,63313F-HRTimeline
Roan Capital Partners76,838$3.71M3.43%13F-HRTimeline
Hughes Financial Services, LLC76,715$3.71M0.57%-2,09113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT76,568$3.7M0.06%-9,56913F-HR/ATimeline
Sage Financial Management Group, Inc.76,535$3.7M1.14%+2,27713F-HRTimeline
Atria Investments, Inc76,220$3.68M0.04%-3,55913F-HRTimeline
Steward Partners Investment Advisory, L…74,595$3.6M0.02%+38,60813F-HRTimeline
LEGACY SOLUTIONS, LLC74,559$3.6M3.34%-5,01213F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding74,511$3.6M-8,633Timeline
Summit Financial, LLC74,014$3.58M0.05%+51,37713F-HRTimeline
Up Capital Management, Inc.73,872$3.57M4%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP74,351$3.52M<0.01%+32,69613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC72,434$3.5M<0.01%+72,21613F-HRTimelineGroup
G&S Capital LLC72,176$3.49M1.23%+21,85313F-HRTimeline
IFP Advisors, Inc71,831$3.47M0.07%+6,69513F-HRTimeline
Sequoia Financial Advisors, LLC71,608$3.46M0.02%-91713F-HRTimeline
Jacobi Capital Management LLC71,536$3.46M0.19%+5,63113F-HRTimeline
NorthRock Partners, LLC71,374$3.45M0.06%+19,05613F-HRTimeline
Disciplined Investors, L.L.C.71,127$3.44M2.05%+2,04113F-HRTimeline
Kohmann Bosshard Financial Services, LLC70,903$3.43M0.33%013F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…70,676$3.42M0.04%+26,06013F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC70,479$3.41M0.09%-3613F-HRTimeline
Aptus Capital Advisors, LLC69,531$3.36M0.03%+6,84113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…68,758$3.32M0.11%+13,73813F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.67,086$3.24M0.17%new13F-HRTimelineGroup
Destiny Capital Corp/CO67,077$3.24M1.73%-3,82013F-HRTimeline
Breakwater Capital Group67,056$3.24M0.43%+74013F-HRTimeline
PECAUT & CO.66,906$3.23M1.05%-1,67713F-HRTimeline
Farther Finance Advisors, LLC66,047$3.21M0.03%+5,05313F-HRTimeline
WNY Asset Management, LLC66,457$3.21M0.33%13F-HRTimeline
Capital Investment Management, Inc.66,445$3.21M1.1%+1,24713F-HRTimeline
Legend Financial Advisors, Inc.66,364$3.21M2.07%+13,06413F-HRTimeline
Annex Advisory Services, LLC66,334$3.21M0.06%-3,14513F-HRTimeline
Meridian Financial Advisors, LLC66,296$3.2M1.75%+1,57413F-HRTimeline
Luminist Capital LLC66,040$3.19M4.24%new13F-HRTimeline
CFS Investment Advisory Services, LLC60,547$3.19M0.22%+34,18913F-HRTimeline
Clarus Wealth Advisors64,197$3.16M1.35%-99613F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC64,023$3.11M0.11%new13F-HRTimelineGroup
Opal Wealth Advisors, LLC64,243$3.1M0.7%+3,04713F-HRTimeline
Sowell Financial Services LLC63,766$3.08M0.11%+1,72513F-HRTimeline
Garden State Investment Advisory Servic…62,945$3.04M0.73%-42713F-HRTimeline
Ausdal Financial Partners, Inc.62,758$3.03M0.14%+1,07013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC62,587$3.02M0.07%+79713F-HRTimelineGroup
Maia Wealth LLC62,206$3.01M0.51%+14,70513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC61,664$2.98M0.08%-11,49613F-HRTimelineGroup
RMR Capital Management, LLC61,551$2.97M2.15%+5,49313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC61,307$2.95M0.14%+4,54313F-HRTimeline
Cyndeo Wealth Partners, LLC61,017$2.95M0.16%013F-HRTimeline
FMR LLCin group FMR LLC60,934$2.94M<0.01%+48213F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding60,823$2.94M+14,487Timeline
SkyOak Wealth, LLC60,415$2.92M0.53%+1,74413F-HRTimeline
CFM WEALTH PARTNERS LLC60,298$2.91M0.44%+11913F-HRTimeline
Kensington Asset Management, LLC60,272$2.91M0.16%-185,07013F-HR/ATimeline
Amicus Financial Advisors, LLC60,136$2.91M0.8%-13313F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD60,000$2.9M0.03%new13F-HRTimelineGroup
Smith & Howard Wealth Management, LLC59,976$2.9M0.63%+55,09813F-HRTimeline
Summit Global Investmentsin group Summit Global Investments59,529$2.88M0.17%-102,84213F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…58,734$2.84M0.07%new13F-HRTimelineGroup
Bill Few Associates, Inc.58,717$2.84M0.68%+3,37313F-HRTimeline
Jaffetilchin Investment Partners, LLC58,634$2.83M0.17%+20113F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC58,622$2.83M0.28%-30713F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC58,354$2.82M0.11%-37013F-HRTimeline
WLTH Capital Management, LLC58,222$2.81M2.2%-63413F-HR/ATimeline
Stablepoint Partners, LLC57,329$2.77M0.41%+4,11513F-HRTimeline
Modera Wealth Management, LLC57,079$2.76M0.03%-12,62313F-HRTimeline
Modern Wealth Management, LLC56,364$2.74M0.05%-3,02813F-HRTimeline
Wealth Advisors of Iowa, LLC56,580$2.73M0.85%+14,00913F-HRTimeline
Marathon Strategic Advisors, LLC56,255$2.72M1.95%+1,74113F-HRTimeline
PRIVATE TRUST CO NA55,883$2.7M0.24%-3,90513F-HRTimeline
Omnitrust Wealth Management, Inc55,631$2.69M3.48%new13F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…55,529$2.68M0.91%+32413F-HRTimeline
Walkner Condon Financial Advisors LLC54,986$2.66M0.35%+1,91113F-HRTimeline
Alta Wealth Advisors LLC54,911$2.65M0.86%+6,77913F-HRTimeline
Simplicity Wealth,LLC54,127$2.62M0.15%+10,35213F-HRTimeline
Smartleaf Asset Management LLC55,436$2.61M0.09%+17,24113F-HRTimeline
Ironwood Wealth Management, LLC.53,519$2.59M0.74%-1,80813F-HRTimeline
Raleigh Capital Management Inc.53,261$2.57M0.89%-10,99813F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC52,565$2.54M0.19%-11313F-HRTimeline
True Blue Financial, LLC52,255$2.52M1.99%+6,97913F-HRTimeline
Coastwise Capital Group, LLC51,947$2.51M1.39%+67013F-HRTimeline
Golden State Wealth Management, LLC51,862$2.51M0.27%-22,88313F-HRTimeline
BCGM Wealth Management, LLC51,849$2.51M0.63%-56913F-HRTimeline
Gateway Wealth Partners, LLC51,768$2.5M0.1%+27,30113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC51,574$2.49M0.28%+4,08713F-HRTimeline
LANARK FINANCIAL, INC.51,440$2.49M0.19%+3,44413F-HRTimeline
Manhattan West Asset Management, LLC51,049$2.47M0.48%+4,88913F-HRTimeline
AdvisorNet Financial, Inc50,811$2.46M0.13%+1,32313F-HRTimeline
INTEGRITY ALLIANCE, LLC.50,689$2.45M0.09%+43,94813F-HRTimeline
Bison Wealth, LLC46,502$2.45M0.24%+18,33013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/49,797$2.41M<0.01%+1,32613F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…49,106$2.37M0.13%+27,26013F-HRTimeline
Midwest Financial Network, LLC49,067$2.37M1.88%+33,01313F-HRTimeline
Zinnia Wealth Advisory, LLC48,918$2.36M2.65%+22,57813F-HRTimeline
SEMITAM BONAM LLC47,766$2.31M1.89%-54713F-HRTimeline
Tandem Investment Partners LLC47,510$2.3M1.95%-1813F-HRTimeline
Kingsview Wealth Management, LLC47,220$2.28M0.03%-23713F-HRTimeline
Bedel Financial Consulting, Inc.46,847$2.26M0.26%+7,63213F-HRTimeline
Krilogy Financial LLC43,731$2.26M0.07%+50713F-HRTimeline
Sharkey, Howes & Javer46,596$2.25M0.3%-54,58513F-HRTimeline
Perigon Wealth Management, LLC46,356$2.24M0.04%+4,32213F-HRTimeline
Rothschild Wealth LLC45,351$2.19M0.2%-1,54713F-HRTimeline
AGH Wealth Advisors, LLC45,152$2.18M1.61%+18,77213F-HRTimeline
Forefront Wealth Partners, LLC45,071$2.18M0.91%+3,52413F-HRTimeline
World Investment Advisors45,056$2.18M0.04%+7013F-HRTimeline
Fortitude Family Office, LLC44,656$2.16M0.48%-71913F-HRTimeline
Affinity Capital Advisors, LLC44,330$2.14M0.3%-36213F-HRTimeline
IFG Advisors, LLC44,111$2.13M0.35%-1,84713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS43,995$2.13M<0.01%+18513F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV43,798$2.12M2.01%+1,10113F-HRTimeline
Cresset Asset Management, LLC43,699$2.11M0.01%+14413F-HRTimeline
Bluesphere Advisors LLC43,640$2.11M0.75%new13F-HRTimeline
Orion Porfolio Solutions, LLC43,555$2.1M0.02%-4,22813F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…43,541$2.1M1.4%+14813F-HRTimeline
VestGen Advisors, LLC39,779$2.1M0.06%+27,54013F-HRTimeline
Towercrest Capital Management43,425$2.1M0.33%+8213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.43,221$2.09M<0.01%+5,74613F-HRTimelineGroup
Stone Summit Wealth LLC43,143$2.08M0.58%-7,77113F-HRTimeline
NovaPoint Capital, LLC43,012$2.08M0.52%-12313F-HRTimeline
Sherman Asset Management, Inc.42,843$2.07M1.9%+4,52213F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC42,805$2.07M1.21%-38313F-HRTimeline
Goodman Financial Corp42,473$2.05M0.35%-39013F-HRTimeline
ARS Investment Partners, LLC41,850$2.02M0.11%+11,19913F-HRTimeline
American Financial Advisors, LLC41,264$1.99M0.27%+1,16813F-HRTimeline
Balefire, LLC40,500$1.96M0.37%+4,04213F-HRTimeline
Shoker Investment Counsel, Inc.40,446$1.95M0.58%-1,78513F-HRTimeline
Saxony Capital Management, LLC39,775$1.92M1.12%+22,99913F-HRTimeline
Sunflower Bank, N.A.39,638$1.92M0.49%-2,94713F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC39,386$1.9M0.28%+81713F-HRTimelineGroup
Northwest Wealth Advisors, LLC39,379$1.9M1.36%+6,34413F-HRTimeline
Blue Fin Capital, Inc.38,482$1.86M0.31%+5,27613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC38,439$1.86M0.06%-24,02013F-HRTimeline
RAELIPSKIE PARTNERSHIP38,235$1.85M0.78%+1,62013F-HRTimeline
Gambit Capital Management, LLC37,965$1.83M1.32%-7,84513F-HRTimeline
21 West Wealth Management LLC37,220$1.8M1.67%-1,01513F-HRTimeline
Marmo Financial Group, LLC37,011$1.79M0.89%-1,41813F-HRTimeline
HEADINVEST, LLC36,990$1.79M0.37%+6,92213F-HRTimeline
CoreCap Advisors, LLC36,788$1.78M0.06%+35613F-HRTimeline
WESCAP Management Group, Inc.36,258$1.75M0.35%-3,01413F-HRTimeline
Crescent Grove Advisors, LLC36,064$1.74M0.17%+33213F-HRTimeline
SYON CAPITAL LLC35,836$1.73M0.09%+1,81713F-HRTimeline
Armbruster Capital Management, Inc.35,724$1.73M0.28%+91513F-HRTimeline
Belpointe Asset Management LLC35,092$1.7M0.06%-1,92613F-HRTimeline
Legacy Private Trust Co.34,632$1.67M0.1%+4913F-HRTimeline
COURIER CAPITAL LLC34,441$1.66M0.09%+1,50713F-HR/ATimeline
EP Wealth Advisors, LLC34,105$1.65M0.01%-31,66913F-HRTimeline
Global Strategic Investment Solutions, …33,937$1.64M0.16%+2013F-HRTimeline
McNamara Financial Services, Inc.33,887$1.64M0.31%-88313F-HRTimeline
Alliance Wealth Management Group33,849$1.64M0.36%+10913F-HRTimeline
MBM WEALTH CONSULTANTS, LLC33,518$1.62M0.37%+49713F-HRTimeline
HM PAYSON & CO33,330$1.61M0.02%-81513F-HRTimeline
FF Advisors,LLC30,214$1.59M0.65%013F-HRTimeline
TKG Advisors, LLC31,943$1.54M0.64%+10,35013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC31,881$1.54M0.7%-1,90013F-HRTimeline
BLAIR WILLIAM & CO/IL31,454$1.52M<0.01%-76913F-HRTimeline
Drucker Wealth 3.0, LLC31,356$1.52M0.26%+3113F-HRTimeline
CSM Advisors, LLC30,642$1.48M0.04%-4,20013F-HRTimeline
Caliber Wealth Management, LLC / KS30,561$1.48M0.16%-2,28613F-HRTimeline
Arete Wealth Advisors, LLC30,521$1.47M0.11%-1,80213F-HR/ATimeline
WHALEROCK POINT PARTNERS, LLC30,488$1.47M0.28%013F-HRTimeline
Legacy Wealth Partners, LLC30,191$1.46M0.37%-5,73013F-HRTimeline
Beacon Pointe Advisors, LLC29,995$1.45M0.01%+19,55813F-HRTimeline
Lunt Capital Management, Inc.29,960$1.45M0.56%-8,65013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP29,488$1.42M0.08%+2,24713F-HRTimeline
Northwest Bancshares, Inc.29,333$1.42M0.28%-513F-HRTimeline
DELTEC ASSET MANAGEMENT LLC29,330$1.42M0.26%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC28,597$1.38M0.44%-4,58913F-HRTimeline