Skip to content
Disclosery

SPSM SPDR SERIES TRUST

Follow

SHS (fund)

1,037 managers (1,052 13F filers) reported a position in SPSM shares at 2026-06-30, 217,849,150 shares in all. 101 filers opened a position and 41 filers sold out during the quarter.

Managers
1,037
13F filers
1,052
New
101
Added
425
Reduced
375
Sold out
41
Shares held by filers
217,849,150

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Northwest Bancshares, Inc.27,084$1.56M0.28%-2,24913F-HRTimeline
South Shore Capital Advisors26,849$1.55M1.04%-94613F-HRTimeline
Global Financial Private Client, LLC26,846$1.55M0.42%+1,07313F-HRTimeline
Range Financial Group LLC26,652$1.54M0.42%-71013F-HRTimeline
Key Financial Inc26,496$1.53M0.25%-8113F-HRTimeline
Drucker Wealth 3.0, LLC26,360$1.52M0.24%-4,99613F-HRTimeline
Regal Investment Advisors LLC26,319$1.52M0.08%-35113F-HRTimeline
Beckerman Institutional, LLC26,187$1.51M0.72%+5,78913F-HRTimeline
MAI Capital Management25,812$1.49M0.01%+3,14813F-HRTimeline
Navigation Group, LLC25,578$1.48M0.29%+1,51913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC25,479$1.47M<0.01%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC25,347$1.46M0.01%+1,15813F-HRTimelineGroup
Integrity Wealth Solutions LLC24,925$1.44M0.53%+5,81613F-HRTimeline
VestGen Advisors, LLC24,858$1.43M0.04%-14,92113F-HRTimeline
Meridian Wealth Management, LLC24,834$1.43M0.04%-1,84913F-HRTimeline
Kagan Cocozza Asset Management24,743$1.43M0.89%-42013F-HRTimeline
Moors & Cabot, Inc.24,724$1.43M0.06%-38013F-HRTimeline
Perigon Wealth Management, LLC24,686$1.42M0.02%-21,67013F-HRTimeline
Zinnia Wealth Advisory, LLC24,496$1.41M1.44%-24,42213F-HRTimeline
Lee, Kelleher & Klein Wealth Management24,248$1.4M0.73%-2,78013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.24,239$1.4M0.79%-1,39913F-HRTimeline
Breachway Investments LLC24,165$1.39M2.1%-1,54913F-HRTimeline
Eldridge Investment Advisors, Inc.24,137$1.39M0.28%+1,95013F-HRTimeline
Strategic Blueprint, LLC24,123$1.39M0.07%-4613F-HRTimeline
Planning Strategies Inc.23,567$1.36M0.85%13F-HRTimeline
Orin Green Financial, LLC23,502$1.36M0.5%-1,50913F-HRTimeline
Clearstead Advisors, LLC23,307$1.34M0.01%+34413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC22,719$1.31M0.02%+1,73313F-HRTimeline
SYON CAPITAL LLC22,590$1.3M0.06%-13,24613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.22,425$1.29M0.36%-51813F-HRTimeline
SFG Wealth Management, LLC.22,314$1.29M0.46%+47413F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC22,272$1.28M0.31%-2,47513F-HRTimeline
GeoWealth Management, LLC22,272$1.28M0.04%-56,26413F-HRTimeline
TD Capital Management LLC22,117$1.28M0.1%+3813F-HRTimeline
Venturi Wealth Management, LLC22,100$1.27M0.05%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\21,986$1.27M<0.01%-1,58313F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …21,861$1.26M0.01%+1,32613F-HRTimelineGroup
NOVUS ADVISORS, LLC21,650$1.25M2.6%-1,21313F-HRTimeline
Caitlin John, LLC21,613$1.25M0.68%+12,55613F-HRTimeline
Keener Financial Planning LLC21,467$1.24M0.44%013F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC21,344$1.23M0.84%+3,97213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…21,236$1.22M0.1%-2,95013F-HRTimelineGroup
Founders Financial Alliance, LLC20,810$1.2M0.16%+13,80513F-HRTimeline
Nikulski Financial, Inc.20,681$1.19M0.26%-11313F-HRTimeline
Financial Network Wealth Advisors LLC20,668$1.19M1.21%+1,36513F-HRTimeline
Sharkey, Howes & Javer20,540$1.18M0.14%-26,05613F-HRTimeline
SAX WEALTH ADVISORS, LLC24,225$1.17M0.05%new13F-HRTimeline
Go Invest LLC20,273$1.17M0.27%+2,77813F-HRTimeline
Ranch Capital Advisors Inc.20,122$1.16M0.37%+90413F-HRTimeline
SWMG, LLC20,261$1.14M0.27%-5,34013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK19,816$1.14M0.01%-37013F-HRTimelineGroup
Prospera Financial Services Inc19,812$1.14M0.02%+1,12113F-HRTimeline
HORAN Wealth, LLC19,718$1.14M0.14%-59113F-HR/ATimeline
Delta Wealth Advisors LLC19,671$1.13M0.81%+1,53713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC19,594$1.13M0.22%+3,40213F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK19,571$1.13M0.09%13F-HRTimeline
WULFF, HANSEN & CO.19,235$1.11M0.85%+78013F-HRTimeline
Intrua Financial, LLC19,123$1.1M0.1%-4,66313F-HRTimeline
Seaside Wealth Management, Inc.19,051$1.1M0.27%-5313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO19,032$1.1M<0.01%-38513F-HRTimelineGroup
Axis Wealth Partners, LLC18,930$1.09M0.52%-26813F-HRTimeline
NORDEN GROUP LLC18,911$1.09M0.09%+54413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC18,889$1.09M0.07%+96113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …18,888$1.09M0.01%+37913F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.18,884$1.09M0.01%-2,32913F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO18,448$1.06M0.12%-5213F-HRTimelineGroup
HB Wealth Management, LLC18,252$1.05M0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,222$1.05M0.02%-1,07613F-HRTimeline
Maridea Wealth Management LLC18,044$1.04M0.11%-41613F-HRTimeline
Empowered Funds, LLC18,013$1.04M0.01%+55113F-HRTimeline
Bernicke Wealth Management, Ltd.17,959$1.04M0.12%013F-HRTimeline
Summit Financial Strategies, Inc.17,790$1.03M0.07%-66613F-HRTimeline
CCG WEALTH MANAGEMENT, LLC17,636$1.02M0.24%-18613F-HRTimeline
Elgethun Capital Management17,632$1.02M0.14%-49413F-HRTimeline
Redwood Financial Network Corp17,506$1.01M0.56%+1,06213F-HRTimeline
WASHINGTON TRUST Co17,458$1.01M0.03%+71313F-HRTimeline
Wall Capital Group, Inc.17,372$1M0.82%+2,97513F-HRTimeline
Troutman Wealth Management, LLC17,354$1M0.77%-35913F-HRTimeline
International Private Wealth Advisors L…17,319$999K0.51%-1,03013F-HRTimeline
CGN Advisors LLC17,096$986K0.07%-44513F-HRTimeline
Opulen Financial Group LLC17,075$985K0.62%+11913F-HRTimeline
NWAM LLC17,069$984K0.05%+11313F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.17,013$981K1.5%+69913F-HRTimeline
Comprehensive Money Management Services…16,795$969K0.61%-513F-HRTimeline
Berman McAleer LLC16,652$960K0.11%-1,75013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC16,587$957K0.05%+1,70813F-HRTimeline
Baltimore-Washington Financial Advisors…16,505$952K0.04%+41013F-HRTimeline
Worth Financial Advisory Group, LLC16,473$950K0.4%new13F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC16,442$948K0.36%+93913F-HRTimeline
Downshift Financial, LLC16,427$947K0.43%-22413F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC16,336$942K0.18%+26613F-HRTimeline
F/m Investments LLC16,333$942K0.05%+26913F-HRTimeline
BlueChip Wealth Advisors LLC16,142$931K0.35%+11,86013F-HRTimeline
Aprio Wealth Management, LLC16,068$927K0.05%+11,18813F-HRTimeline
Timmons Wealth Management, LLC16,017$924K0.68%-98013F-HRTimeline
SageView Advisory Group, LLC15,997$923K0.03%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department15,760$909K0.21%013F-HRTimelineGroup
BIP Wealth, LLC15,663$903K0.03%+1,55613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC15,656$903K0.03%-95213F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…15,634$902K0.01%+2,66613F-HRTimelineGroup
American Trust15,617$901K0.07%-1,26013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC15,493$894K0.22%-57813F-HRTimeline
Rossmore Private Capital15,475$892K0.07%+1,80013F-HRTimeline
Vertex Planning Partners, LLC15,377$887K0.13%+7,52213F-HRTimeline
Financial Synergies Wealth Advisors, In…15,370$886K0.08%-66513F-HRTimeline
Aldebaran Financial Inc.15,027$867K0.7%-1,23113F-HRTimeline
CX Institutional14,954$862K0.02%-1,96313F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC14,890$859K0.3%-59013F-HRTimeline
Columbia River Financial Group, LLC14,805$853K0.46%-1,73813F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.14,716$849K0.24%-1213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp14,626$843K0.04%-88,57813F-HRTimelineGroup
PENOBSCOT WEALTH MANAGEMENT14,575$841K0.22%-25513F-HRTimeline
Fourth Dimension Wealth, LLC14,566$840K0.27%+12413F-HRTimeline
Keystone Financial Group14,433$832K0.05%+23313F-HRTimeline
Colonial River Investments, LLC14,421$832K0.24%-1,20513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.14,381$829K0.01%-11613F-HRTimelineGroup
WHITE PINE CAPITAL LLC14,240$821K0.19%-2,19613F-HRTimeline
Advisory Alpha, LLC14,124$815K0.02%-78913F-HRTimeline
Summit Investment Advisory Services, LLC14,118$814K0.2%-1,04013F-HRTimeline
Valpey Financial Services, LLC14,100$813K0.48%+1,37813F-HRTimeline
Sunburst Financial Group, LLC14,035$809K0.14%+913F-HRTimeline
Idaho Trust Co13,840$798K0.23%-3,18913F-HRTimeline
Wealthspire Advisors, LLC13,654$787K<0.01%+7,40913F-HRTimeline
Savvy Advisors, Inc.13,643$787K0.02%+2,40113F-HRTimeline
E&G Advisors, LLC13,579$783K0.15%-5013F-HRTimeline
Collaborative Wealth Managment Inc.13,578$783K0.33%-1,15213F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC13,567$782K0.43%+94913F-HRTimeline
Indie Asset Partners, LLC13,528$780K0.75%-5613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC13,508$779K0.1%+12,44813F-HRTimeline
Advisor Resource Council13,629$779K0.26%+3213F-HRTimeline
Prime Capital Investment Advisors, LLC13,452$776K0.01%-53813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,437$774K<0.01%new13F-HRTimelineGroup
Outlook Wealth Advisors, LLC13,427$773K0.17%-97613F-HRTimeline
Lifeworks Advisors, LLC13,394$772K0.08%-1,50913F-HRTimeline
LexAurum Advisors, LLC13,390$772K0.09%-31113F-HRTimeline
Xcelsior Advisor Partners LLC13,337$769K0.1%-41913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV13,336$769K0.04%+6413F-HRTimeline
MFA Wealth Services13,320$768K0.46%-3113F-HRTimeline
Investment Planning Advisors, Inc.13,132$757K0.18%+5913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding13,127$757K+314Timeline
Mutual Advisors, LLC12,957$747K0.01%+1,64413F-HRTimeline
Retirement Planning Co of New England, …12,884$743K0.27%-16013F-HRTimeline
Tilson Financial Group, Inc.12,850$741K0.2%-16413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP12,822$739K<0.01%+3,11613F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT12,811$739K0.22%+5313F-HRTimeline
Horizon Wealth Management, LLC12,671$731K0.09%+113F-HRTimeline
Louisiana State Employees Retirement Sy…12,500$721K0.01%-173,50013F-HR/ATimeline
October Effect Ltd12,350$712K0.67%+1,47613F-HRTimeline
Tidemark, LLC12,301$709K0.16%-1,64313F-HRTimeline
Independent Wealth Network Inc.12,186$703K0.18%-67513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC12,351$701K0.1%-71813F-HRTimeline
Third View Private Wealth, LLC12,113$699K0.09%-11413F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.12,068$696K0.15%+69413F-HRTimelineGroup
Pettinga Financial Advisors LLC12,050$695K0.11%+4,30013F-HRTimeline
Mengis Capital Management, Inc.11,990$691K0.11%+80813F-HRTimeline
CENTAURUS FINANCIAL, INC.11,910$687K0.03%+1113F-HRTimeline
Symphony Financial, Ltd. Co.11,859$681K0.07%+2,13313F-HRTimeline
Fulton Bank, N.A.11,720$676K0.02%013F-HRTimeline
Apella Capital, LLC11,910$674K0.01%-47713F-HRTimeline
Graney & King, LLC11,608$669K0.24%+1,01713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC11,474$662K<0.01%-62313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC11,454$661K0.05%013F-HRTimeline
Fingerlakes Wealth Management, Inc.11,439$660K0.36%+8413F-HRTimeline
McGuire Investment Group, LLC11,357$655K0.06%013F-HRTimeline
Brown Financial Advisory11,331$653K0.27%013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC11,329$653K0.2%-89713F-HRTimeline
Beacon Pointe Advisors, LLC11,323$653K<0.01%-18,67213F-HRTimeline
Salomon & Ludwin, LLC11,315$649K0.05%-6313F-HRTimeline
WealthPoint Financial, LLC11,215$647K0.47%+9913F-HRTimeline
Bank of Marin11,213$647K0.45%-28313F-HRTimeline
Tennessee Valley Asset Management Partn…11,161$644K0.07%-6613F-HRTimeline
LYNCH & ASSOCIATES/IN11,114$641K0.11%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…11,086$639K0.01%-9013F-HRTimelineGroup
CONTINENTAL INVESTORS SERVICES, INC.10,750$623K0.49%-13313F-HRTimeline
Sovereign Financial Group, Inc.10,785$622K0.1%-34013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC10,724$618K0.43%-613F-HRTimeline
McClarren Financial Advisors, Inc.10,713$618K0.32%-1,41813F-HRTimeline
Alliance Wealth Advisors, LLC /UT10,693$617K0.12%-4,50213F-HRTimeline
NewEdge Wealth, LLC10,536$608K0.01%-85813F-HRTimeline
PKS Advisory Services, LLC10,372$598K0.1%+4,21313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…10,347$597K<0.01%013F-HRTimelineGroup
VOISARD ASSET MANAGEMENT GROUP, INC.10,346$597K0.11%-16713F-HRTimeline
Templeton & Phillips Capital Management…10,319$595K0.43%013F-HRTimeline
Synergy Investment Management, LLC10,297$594K0.14%-88513F-HRTimeline
Sanchez Gaunt Capital Management, LLC10,295$594K0.33%-18513F-HRTimeline
Guardian Asset Advisors, LLC10,259$592K0.27%new13F-HRTimeline
BCS Wealth Management10,200$588K0.11%-59513F-HRTimeline
Montis Financial, LLC10,122$584K0.12%+1513F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC10,091$582K0.14%+12913F-HRTimelineGroup
Second Line Capital, LLC10,074$581K0.11%+8513F-HRTimeline
ACT Advisors, LLC.10,046$579K0.19%+48013F-HRTimeline
MAYPORT, LLC10,000$577K0.09%013F-HRTimeline
Claro Advisors Inc.9,985$576K0.06%-20613F-HRTimeline
Mystic Asset Management, Inc.9,980$576K0.12%-2513F-HRTimeline
Aegis Wealth Management, Inc.9,696$559K0.36%+3,41313F-HRTimeline
Vawter Financial, Ltd.9,667$558K0.21%-13713F-HRTimeline
Legacy Advisors, LLC9,475$546K0.05%013F-HRTimeline
MMA ASSET MANAGEMENT LLC9,436$544K0.17%+6613F-HRTimeline
Curi Capital, LLC9,430$544K0.01%-8013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC9,379$541K0.03%013F-HRTimeline