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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

919 managers (929 13F filers) reported a position in SPSM shares at 2024-12-31, 206,190,637 shares in all. 68 filers opened a position and 54 filers sold out during the quarter.

Managers
919
13F filers
929
New
68
Added
412
Reduced
265
Sold out
54
Shares held by filers
206,190,637

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Eldridge Investment Advisors, Inc.25,347$1.14M0.26%-1,83713F-HRTimeline
Canal Capital Management, LLC25,228$1.13M0.18%new13F-HRTimeline
Absolute Gestao de Investimentos Ltda.25,000$1.12M0.48%new13F-HRTimeline
Colonial River Investments, LLC24,705$1.11M0.54%-4,42813F-HRTimeline
AGH Wealth Advisors, LLC24,688$1.11M1.03%13F-HRTimeline
Tidemark, LLC24,564$1.1M0.42%-87113F-HRTimeline
River Street Advisors LLC24,516$1.1M0.56%-4,20813F-HRTimeline
Edge Capital Group, LLC24,214$1.09M0.06%+1,01913F-HRTimeline
Davies Financial Advisors, Inc.24,120$1.08M0.92%+9,90813F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC24,059$1.08M1.18%13F-HRTimeline
Hardin Capital Partners, LLC12,302$1.07M0.65%-1513F-HRTimeline
Gilman Hill Asset Management, LLC23,695$1.06M0.19%+513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC23,340$1.05M0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Armbruster Capital Management, Inc.23,332$1.05M0.21%+2,78913F-HRTimeline
Wealth Advisors of Iowa, LLC23,300$1.05M0.53%-1,24413F-HRTimeline
SOL Capital Management CO23,094$1.04M0.12%+92513F-HRTimeline
EPIQ Capital Group, LLC22,721$1.02M0.27%+2,06913F-HRTimeline
Values Added Financial LLC22,698$1.02M0.59%+3,97913F-HRTimeline
Apella Capital, LLC22,558$1.01M0.04%+5213F-HRTimeline
RiverFront Investment Group, LLC22,285$1M0.02%-15,56313F-HRTimeline
Moors & Cabot, Inc.22,195$997K0.05%+1,79613F-HRTimeline
McMill Wealth Management22,179$996K0.4%13F-HRTimeline
BIP Wealth, LLC22,108$993K0.07%+2,21113F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.22,054$991K0.45%+19413F-HRTimeline
Sunpointe, LLC22,044$990K0.5%+12813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC21,814$980K0.07%-46613F-HRTimelineGroup
Key Financial Inc21,648$972K0.22%+94813F-HRTimeline
NOVUS ADVISORS, LLC21,641$972K0.97%13F-HRTimeline
Coastwise Capital Group, LLC21,459$964K0.77%+1,76413F-HRTimeline
Keener Financial Planning LLC21,274$955K0.56%+76913F-HRTimeline
WULFF, HANSEN & CO.21,075$947K0.9%+3,06513F-HRTimeline
SHAPIRO CAPITAL MANAGEMENT LLC21,000$943K0.03%new13F-HRTimeline
Sound Income Strategies, LLC20,972$942K0.06%+1,51813F-HRTimeline
Corrigan Financial, Inc.20,666$928K0.21%+12513F-HRTimeline
Baltimore-Washington Financial Advisors…20,128$904K0.05%-1513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP20,074$902K0.07%+6513F-HRTimeline
Seaside Wealth Management, Inc.19,918$895K0.33%-14613F-HRTimeline
MidAtlantic Capital Management, Inc.19,786$889K0.65%013F-HRTimeline
American Investment Services, Inc.19,684$884K0.16%-15513F-HR/ATimeline
WHITE PINE CAPITAL LLC19,505$876K0.3%+11513F-HRTimeline
HBW ADVISORY SERVICES LLC19,109$858K0.09%+5,88913F-HRTimeline
Summit Investment Advisory Services, LLC18,952$851K0.44%-196,60513F-HRTimeline
Global Financial Private Client, LLC18,879$848K0.32%+1,23513F-HRTimeline
Clearstead Advisors, LLC18,681$839K0.01%+10313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC18,475$834K0.08%-80913F-HR/ATimeline
Trinity Wealth Management, LLC18,301$822K0.37%+15613F-HRTimeline
Gateway Wealth Partners, LLC18,287$821K0.21%-49,72413F-HRTimeline
Collaborative Wealth Managment Inc.18,165$816K0.37%+25013F-HRTimeline
Axis Wealth Partners, LLC18,110$814K0.69%13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO17,957$807K<0.01%-1,85013F-HRTimelineGroup
Aldebaran Financial Inc.17,960$806K0.94%-13013F-HRTimeline
Worth Financial Advisory Group, LLC17,882$803K0.49%-3,77413F-HRTimeline
Financial Synergies Wealth Advisors, In…17,849$802K0.1%-1,06113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC17,848$802K0.08%+2,80013F-HRTimeline
Alliance Wealth Advisors, LLC /UT17,842$801K0.21%+5,60013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…17,813$800K0.02%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC17,719$796K0.01%013F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC17,664$793K0.27%-1,43613F-HRTimeline
Abbot Financial Management, Inc.17,526$787K0.39%+8413F-HRTimeline
CFS Investment Advisory Services, LLC17,504$786K0.07%+2,64313F-HRTimeline
Mutual Advisors, LLC17,128$785K0.02%-30213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,362$780K<0.01%+1,53313F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.17,272$776K0.05%+2,44413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC17,223$774K0.01%-36513F-HRTimeline
ERn Financial, LLC17,162$771K0.12%-1,85613F-HRTimeline
COURIER CAPITAL LLC17,142$770K0.05%+6,51213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC17,065$767K0.09%-4913F-HRTimeline
Municipal Employees' Retirement System …16,642$748K0.01%013F-HRTimeline
Lifeworks Advisors, LLC16,647$748K0.14%-97513F-HRTimeline
Delta Wealth Advisors LLC16,312$733K0.69%-42813F-HRTimeline
Comprehensive Money Management Services…16,114$724K0.6%13F-HRTimeline
CGN Advisors LLC15,930$716K0.07%-31113F-HRTimeline
Ranch Capital Advisors Inc.15,917$715K0.34%+7513F-HRTimeline
SFG Wealth Management, LLC.15,907$715K0.37%+1,30613F-HRTimeline
Prime Capital Investment Advisors, LLC15,657$703K0.01%-45113F-HRTimeline
Sterling Group Wealth Management, LLC15,476$695K0.36%-3,68413F-HRTimeline
American Trust15,418$693K0.05%+3,80413F-HRTimeline
Fourth Dimension Wealth, LLC14,228$690K0.36%13F-HRTimeline
NWAM LLC15,357$690K0.04%-9813F-HRTimeline
Capital Planning Advisors, LLC15,312$688K0.11%+1,71713F-HRTimeline
Patriot Financial Group Insurance Agenc…15,274$686K0.09%+1,14413F-HRTimeline
Sunburst Financial Group, LLC15,246$685K0.17%-46413F-HRTimeline
Wambolt & Associates, LLC15,233$684K0.22%+6713F-HRTimeline
Barnes Wealth Management Group, Inc15,110$679K0.46%13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC14,931$678K0.14%+7613F-HRTimeline
Outlook Wealth Advisors, LLC14,882$668K0.19%+19913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding14,866$668K+3,923Timeline
Meridian Wealth Management, LLC14,844$667K0.03%+3,39313F-HRTimeline
Tennessee Valley Asset Management Partn…14,696$660K0.11%+5,06513F-HRTimeline
Retirement Planning Co of New England, …14,696$660K0.32%+75013F-HRTimeline
EHRLICH FINANCIAL GROUP14,654$658K0.47%+87513F-HRTimeline
Interchange Capital Partners, LLC14,648$658K0.24%-74413F-HRTimeline
LexAurum Advisors, LLC14,454$649K0.13%-87413F-HRTimeline
Tilson Financial Group, Inc.14,448$649K0.26%-7213F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…14,316$643K0.1%+63313F-HRTimelineGroup
Indie Asset Partners, LLC14,312$643K0.5%-30513F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC14,198$638K0.2%-14613F-HRTimeline
Drucker Wealth 3.0, LLC14,149$636K0.15%+2,43913F-HR/ATimeline
Adams Wealth Management14,103$634K0.12%+57413F-HRTimeline
CacheTech Inc.14,103$634K0.12%+57413F-HRTimeline
Columbia River Financial Group, LLC14,088$632K0.43%13F-HRTimeline
PATRON PARTNERS, LLC14,061$632K0.34%-4213F-HRTimeline
Redwood Financial Network Corp13,966$627K0.47%-13413F-HRTimeline
Advisory Alpha, LLC13,870$623K0.02%-1,83513F-HRTimeline
Procyon Advisors, LLC13,800$620K0.04%-44513F-HRTimeline
Security Financial Services, INC.13,735$617K0.13%+313F-HRTimeline
Purkiss Capital Advisors LLC13,679$614K0.53%13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC13,659$614K0.14%+4,64913F-HRTimeline
Arkadios Wealth Advisors13,646$613K0.03%+113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC13,629$612K0.24%new13F-HRTimeline
International Private Wealth Advisors L…13,622$612K0.61%+1,49413F-HRTimeline
Brown Financial Advisory13,495$606K0.43%-16813F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.13,376$601K1.19%-32113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,313$598K0.04%+51613F-HRTimelineGroup
Grove Bank & Trust13,208$593K0.08%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.13,135$590K0.01%+36413F-HRTimelineGroup
MGB Wealth Management, LLC13,021$585K0.18%+12313F-HRTimeline
McClarren Financial Advisors, Inc.12,993$583K1.64%+3,17513F-HRTimeline
Fingerlakes Wealth Management, Inc.12,936$581K0.47%-64813F-HRTimeline
TWO SIGMA SECURITIES, LLC12,883$579K0.1%new13F-HRTimeline
Advisory Services Network, LLC12,880$579K0.01%new13F-HRTimeline
Pacific Sun Financial Corp12,804$575K0.31%-14113F-HRTimeline
Triumph Capital Management12,751$573K0.2%-68613F-HRTimeline
BLB&B Advisors, LLC12,705$571K0.03%013F-HRTimeline
Horizon Wealth Management, LLC12,665$569K0.1%+3,55313F-HRTimeline
Fisher Asset Management, LLC12,595$566K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,579$565K<0.01%+9,41613F-HRTimelineGroup
US FINANCIAL ADVISORS, LLC12,569$565K0.17%-2,12813F-HRTimeline
Brio Consultants, LLC12,539$563K0.09%-48413F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC12,529$563K0.43%+913F-HRTimeline
PCA Investment Advisory Services Inc.12,524$563K0.26%-64413F-HRTimeline
McIlrath & Eck, LLC12,472$560K0.07%-83413F-HRTimeline
NORDEN GROUP LLC12,427$558K0.06%+4,11013F-HRTimeline
Advance Capital Management, Inc.12,403$557K0.03%-271,80213F-HRTimeline
Seros Financial, LLC13,402$557K0.5%13F-HRTimeline
E&G Advisors, LLC12,351$555K0.15%+11513F-HRTimeline
Curi Capital, LLC12,322$554K0.01%+4813F-HRTimeline
Tyche Wealth Partners LLC12,307$553K0.12%+6,84213F-HRTimeline
PKS Advisory Services, LLC18,503$553K0.14%13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…12,286$552K<0.01%+6,45613F-HRTimelineGroup
Balboa Wealth Partners12,265$551K0.13%+39313F-HRTimeline
Koshinski Asset Management, Inc.12,114$544K0.05%+4,69913F-HRTimeline
Snowden Capital Advisors LLC12,087$543K0.02%-9813F-HRTimeline
Astoria Portfolio Advisors LLC.12,016$540K0.19%+6,44113F-HRTimeline
ALTFEST L J & CO INC11,987$538K0.07%+6,85213F-HRTimeline
Financial Network Wealth Advisors LLC11,935$536K1%-6,81113F-HRTimeline
Forefront Wealth Partners, LLC11,915$535K0.4%13F-HRTimeline
PFG Advisors11,855$533K0.03%-4613F-HRTimeline
Vertex Planning Partners, LLC11,826$531K0.12%+41613F-HRTimeline
BCS Wealth Management11,725$527K0.13%+83013F-HRTimeline
Paladin Advisory Group, LLC11,512$517K0.4%+29113F-HRTimeline
Sovereign Financial Group, Inc.11,411$513K0.12%-23013F-HRTimeline
ROMAN BUTLER FULLERTON & CO11,004$510K0.16%+99913F-HRTimeline
Montis Financial, LLC11,364$510K0.16%+2,34913F-HRTimeline
Opulen Financial Group LLC11,361$510K0.46%13F-HRTimeline
McGuire Investment Group, LLC11,357$510K0.07%013F-HRTimeline
Second Line Capital, LLC11,119$499K0.13%-55413F-HRTimeline
LYNCH & ASSOCIATES/IN11,114$499K0.11%013F-HRTimeline
Private Advisory Group LLC11,084$498K0.06%+39513F-HR/ATimeline
Beacon Pointe Advisors, LLC11,013$495K0.01%-34013F-HRTimeline
Vise Technologies, Inc.10,998$494K0.04%+19613F-HRTimeline
Sand Hill Global Advisors, LLC10,925$491K0.02%-1,10513F-HRTimeline
Bank of Marin10,870$488K0.39%-13913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,783$484K0.01%-33513F-HRTimelineGroup
Veltria Advisors Corp.10,776$484K0.2%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC10,699$481K0.02%+5713F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC10,693$480K0.22%+1,80413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,529$473K0.01%+3,65913F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA10,494$471K0.11%+72513F-HRTimeline
Graney & King, LLC10,475$471K0.36%13F-HRTimeline
Midwest Financial Network, LLC10,458$470K0.49%13F-HRTimeline
Savvy Advisors, Inc.10,387$467K0.06%+31913F-HRTimeline
Templeton & Phillips Capital Management…10,381$466K0.37%-42213F-HRTimeline
Narus Financial Partners, LLC10,372$466K0.16%+10413F-HRTimeline
Parcion Private Wealth LLC10,248$460K0.04%-2,10613F-HRTimeline
MSH Capital Advisors LLC10,242$460K0.14%-16013F-HRTimeline
Anchor Investment Management, LLC10,113$454K0.04%013F-HRTimeline
ACT Advisors, LLC.10,073$452K0.24%+2,46113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,069$452K0.03%013F-HRTimeline
MAYPORT, LLC10,000$449K0.13%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.9,913$445K0.44%13F-HRTimeline
Symphony Financial, Ltd. Co.9,452$440K0.07%new13F-HRTimeline
Latitude Advisors, LLC9,779$439K0.25%-1,77213F-HRTimeline
Wealthspire Advisors, LLC9,775$439K<0.01%new13F-HRTimeline
Whitegate Investment Counselors, Inc.9,688$435K0.15%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,679$435K0.01%-28713F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…9,312$432K0.02%-72413F-HRTimeline
Elite Financial, Inc.9,593$430K0.23%13F-HRTimeline
USAdvisors Wealth Management, LLC9,492$426K0.14%-43613F-HRTimeline
Vawter Financial, Ltd.9,455$425K0.26%013F-HRTimeline
Richard W. Paul & Associates, LLC9,426$423K0.15%+36813F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC9,395$422K0.03%013F-HRTimeline
RMR Wealth Builders9,358$420K0.04%new13F-HR/ATimeline
ACAS, LLC8,970$418K0.31%+2,42013F-HRTimeline
Claro Advisors Inc.9,210$414K0.06%+29313F-HRTimeline
MONEYWISE, INC.9,199$413K0.21%-2,72013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC9,138$410K0.03%new13F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,107$409K0.01%+3,41113F-HRTimelineGroup
Verdence Capital Advisors LLC9,054$407K0.03%-1,61513F-HRTimeline
VISTA INVESTMENT MANAGEMENT9,050$407K0.15%+1,41313F-HRTimeline