Skip to content
Disclosery

SPSM SPDR SERIES TRUST

Follow

SHS (fund)

885 managers (895 13F filers) reported a position in SPSM shares at 2025-03-31, 194,580,916 shares in all. 56 filers opened a position and 83 filers sold out during the quarter.

Managers
885
13F filers
895
New
56
Added
360
Reduced
349
Sold out
83
Shares held by filers
194,580,916

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
McMill Wealth Management23,645$964K0.35%+1,46613F-HRTimeline
Values Added Financial LLC23,630$963K0.53%+93213F-HRTimeline
SOL Capital Management CO23,394$954K0.11%+30013F-HRTimeline
Key Financial Inc23,392$953K0.21%+1,74413F-HRTimeline
Armbruster Capital Management, Inc.23,097$941K0.19%-23513F-HRTimeline
IEQ CAPITAL, LLC22,804$930K0.01%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC22,739$927K<0.01%new13F-HRTimelineGroup
Adams Wealth Management22,567$920K0.18%+8,46413F-HRTimeline
CacheTech Inc.22,567$920K0.18%+8,46413F-HRTimeline
Sunpointe, LLC22,355$911K0.49%+31113F-HRTimeline
Colonial River Investments, LLC22,162$903K0.5%-2,54313F-HRTimeline
Clearstead Advisors, LLC22,108$901K0.01%+3,42713F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC21,849$891K0.12%+13,98313F-HRTimeline
COURIER CAPITAL LLC21,573$879K0.06%+4,43113F-HRTimeline
Sound Income Strategies, LLC21,526$877K0.05%+55413F-HRTimeline
IMA Advisory Services, Inc.21,493$876K0.1%-104,35713F-HRTimeline
Apella Capital, LLC22,566$867K0.03%+813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP21,140$862K0.06%+1,06613F-HRTimeline
WULFF, HANSEN & CO.21,075$859K0.78%013F-HRTimeline
Independent Advisor Alliance21,037$857K0.03%-1,396,99413F-HRTimeline
Corrigan Financial, Inc.20,747$846K0.17%+8113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC20,685$843K0.01%+2,96613F-HRTimelineGroup
Richmond Investment Services, LLC20,337$829K0.45%+12,43013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.20,328$829K0.38%-1,72613F-HRTimeline
XY Planning Network, Inc.20,204$824K0.55%new13F-HRTimeline
Seaside Wealth Management, Inc.20,194$823K0.29%+27613F-HRTimeline
Baltimore-Washington Financial Advisors…20,117$820K0.04%-1113F-HRTimeline
Drucker Wealth 3.0, LLC20,097$819K0.18%+5,94813F-HRTimeline
MidAtlantic Capital Management, Inc.19,786$806K0.63%013F-HRTimeline
American Investment Services, Inc.19,684$802K0.14%013F-HRTimeline
WHITE PINE CAPITAL LLC19,631$800K0.28%+12613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.19,472$794K0.6%-9,17713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC19,303$787K0.08%+82813F-HR/ATimeline
BIP Wealth, LLC19,250$785K0.05%-2,85813F-HRTimeline
PITCAIRN COin group PITCAIRN CO19,037$776K0.05%new13F-HRTimelineGroup
Compound Planning, Inc.18,856$769K0.04%+10,67513F-HRTimeline
Trinity Wealth Management, LLC18,789$766K0.35%+48813F-HRTimeline
Keener Financial Planning LLC18,763$764K0.5%-2,51113F-HRTimeline
Alliance Wealth Advisors, LLC /UT18,714$763K0.2%+87213F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…18,439$752K0.14%-20,92313F-HRTimelineGroup
Gateway Wealth Partners, LLC18,437$751K0.17%+15013F-HRTimeline
Axis Wealth Partners, LLC18,333$747K0.55%+22313F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC18,293$746K0.21%-9,97413F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT18,266$745K0.31%-9,46513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP17,982$733K<0.01%new13F-HRTimelineGroup
CAPSTONE WEALTH MANAGEMENT GROUP, LLC17,889$729K0.42%-19,92913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO17,828$727K<0.01%-12913F-HR/ATimelineGroup
CENTAURUS FINANCIAL, INC.17,664$720K0.04%+39213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…17,596$717K0.01%-21713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17,611$715K<0.01%+5,03213F-HR/ATimelineGroup
Abbot Financial Management, Inc.17,531$715K0.37%+513F-HRTimeline
Financial Synergies Wealth Advisors, In…17,508$714K0.09%-34113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC17,477$712K0.01%+25413F-HRTimeline
CFS Investment Advisory Services, LLC17,467$712K0.06%-3713F-HRTimeline
Raleigh Capital Management Inc.17,415$710K0.32%-25,86613F-HRTimeline
Delta Wealth Advisors LLC17,314$706K0.64%+1,00213F-HRTimeline
Aldebaran Financial Inc.17,253$703K0.86%-70713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC17,230$702K0.08%+16513F-HRTimeline
Arkadios Wealth Advisors17,089$697K0.03%+3,44313F-HRTimeline
Koshinski Asset Management, Inc.17,010$693K0.06%+4,89613F-HRTimeline
Advisory Alpha, LLC16,881$688K0.02%+3,01113F-HR/ATimeline
Patriot Financial Group Insurance Agenc…16,870$688K0.09%+1,59613F-HRTimeline
HBW ADVISORY SERVICES LLC16,787$684K0.1%-2,32213F-HRTimeline
Municipal Employees' Retirement System …16,642$678K0.01%013F-HRTimeline
Collaborative Wealth Managment Inc.16,577$676K0.32%-1,58813F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC16,542$674K0.21%-1,12213F-HRTimeline
Tennessee Valley Asset Management Partn…16,276$663K0.11%+1,58013F-HRTimeline
SFG Wealth Management, LLC.16,241$662K0.32%+33413F-HRTimeline
Ranch Capital Advisors Inc.16,192$660K0.31%+27513F-HRTimeline
Quantinno Capital Management LP16,169$659K<0.01%+7,84513F-HRTimeline
NewEdge Wealth, LLC16,002$652K0.01%-15,88113F-HRTimeline
Worth Financial Advisory Group, LLC15,958$650K0.41%-1,92413F-HRTimeline
SWMG, LLC16,642$648K0.26%+9,31313F-HRTimeline
Belpointe Asset Management LLC15,796$644K0.03%+7,89813F-HRTimeline
Lifeworks Advisors, LLC15,778$643K0.11%-86913F-HRTimeline
Comprehensive Money Management Services…15,697$640K0.52%-41713F-HRTimeline
Columbia River Financial Group, LLC15,588$635K0.42%+1,50013F-HRTimeline
Meridian Wealth Management, LLC15,509$632K0.03%+66513F-HRTimeline
CGN Advisors LLC15,505$632K0.06%-42513F-HRTimeline
Wambolt & Associates, LLC15,236$623K0.21%+313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding14,702$623K-164Timeline
Sunburst Financial Group, LLC15,235$621K0.15%-1113F-HRTimeline
ERn Financial, LLC15,175$619K0.1%-1,98713F-HRTimeline
Summit Investment Advisory Services, LLC15,141$617K0.3%-3,81113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC15,127$617K0.24%+1,49813F-HRTimeline
Fourth Dimension Wealth, LLC15,118$616K0.3%+89013F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…14,883$607K0.09%+56713F-HRTimelineGroup
Retirement Planning Co of New England, …14,706$599K0.3%+1013F-HR/ATimeline
LexAurum Advisors, LLC14,638$597K0.11%+18413F-HRTimeline
Csenge Advisory Group15,811$594K0.03%-10,64613F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC14,558$593K0.18%+36013F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.14,317$584K1.16%+94113F-HRTimeline
Apexium Financial, LP14,217$579K0.03%new13F-HRTimeline
Pinnacle Wealth Management, LLC14,116$575K0.65%new13F-HRTimeline
Forefront Wealth Partners, LLC14,053$573K0.39%+2,13813F-HRTimeline
GeoWealth Management, LLC14,023$572K0.02%-85,03713F-HRTimeline
Indie Asset Partners, LLC13,988$570K0.49%-32413F-HRTimeline
Tilson Financial Group, Inc.13,996$570K0.23%-45213F-HRTimeline
Advisory Services Network, LLC13,885$566K0.01%+1,00513F-HRTimeline
Redwood Financial Network Corp13,821$563K0.43%-14513F-HRTimeline
Procyon Advisors, LLC13,772$561K0.03%-2813F-HRTimeline
Alesco Advisors, LLC, An ESL Co13,572$553K0.02%+5,14813F-HRTimeline
NWAM LLC13,503$550K0.05%-1,85413F-HRTimeline
Brown Financial Advisory13,495$550K0.35%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC15,087$550K0.12%+15613F-HRTimeline
Opulen Financial Group LLC13,274$541K0.49%+1,91313F-HRTimeline
McClarren Financial Advisors, Inc.9,047$534K0.35%-3,94613F-HRTimeline
Grove Bank & Trust13,068$533K0.07%-14013F-HRTimeline
NORDEN GROUP LLC12,989$529K0.06%+56213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.12,975$529K0.01%-16013F-HRTimelineGroup
Security Financial Services, INC.12,900$526K0.1%-83513F-HRTimeline
E&G Advisors, LLC12,826$523K0.15%+47513F-HRTimeline
Pacific Sun Financial Corp12,804$522K0.3%013F-HRTimeline
Horizon Wealth Management, LLC12,793$521K0.09%+12813F-HRTimeline
BLB&B Advisors, LLC12,705$518K0.03%013F-HRTimeline
PCA Investment Advisory Services Inc.12,603$514K0.27%+7913F-HRTimeline
Summit Financial, LLC12,589$513K0.01%new13F-HRTimeline
Fingerlakes Wealth Management, Inc.12,577$513K0.44%-35913F-HRTimeline
US FINANCIAL ADVISORS, LLC12,558$512K0.15%-1113F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC12,529$511K0.4%013F-HRTimeline
Claro Advisors Inc.12,369$504K0.07%+3,15913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,353$504K0.02%-9,46113F-HRTimelineGroup
Financial Network Wealth Advisors LLC12,248$499K0.66%+31313F-HRTimeline
Private Advisory Group LLC12,164$496K0.06%+1,08013F-HRTimeline
MGB Wealth Management, LLC11,940$487K0.18%-1,08113F-HRTimeline
Global Financial Private Client, LLC11,937$487K0.19%-6,94213F-HRTimeline
PFG Advisors11,837$482K0.03%-1813F-HRTimeline
Tyche Wealth Partners LLC11,818$482K0.1%-48913F-HRTimeline
Advance Capital Management, Inc.11,781$480K0.02%-62213F-HRTimeline
BCS Wealth Management11,775$480K0.12%+5013F-HRTimeline
Snowden Capital Advisors LLC11,479$468K0.01%-60813F-HRTimeline
Salomon & Ludwin, LLC11,447$467K0.05%+9,86213F-HRTimeline
Midwest Financial Network, LLC11,400$465K0.46%+94213F-HRTimeline
Bank of Marin11,393$464K0.59%+52313F-HRTimeline
McGuire Investment Group, LLC11,357$463K0.07%013F-HRTimeline
GWN SECURITIES INC.11,316$461K0.03%new13F-HRTimeline
Seros Financial, LLC11,203$457K0.34%-2,19913F-HRTimeline
Latitude Advisors, LLC11,198$456K0.27%+1,41913F-HRTimeline
Sovereign Financial Group, Inc.11,193$456K0.11%-21813F-HRTimeline
NOVUS ADVISORS, LLC11,183$456K0.46%-10,45813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,136$454K0.01%+4,19013F-HRTimelineGroup
LYNCH & ASSOCIATES/IN11,114$453K0.1%013F-HRTimeline
Sterling Group Wealth Management, LLC11,011$449K0.24%-4,46513F-HRTimeline
Savvy Advisors, Inc.10,955$447K0.04%+56813F-HRTimeline
Sand Hill Global Advisors, LLC10,925$445K0.02%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…10,914$445K<0.01%-1,37213F-HRTimelineGroup
Montis Financial, LLC10,886$444K0.13%-47813F-HRTimeline
PINKERTON WEALTH, LLC10,884$444K0.06%-17,77113F-HRTimeline
Beacon Pointe Advisors, LLC10,807$440K<0.01%-20613F-HRTimeline
Wealthspire Advisors, LLC10,804$440K<0.01%+1,02913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,713$437K0.01%-7013F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC10,699$436K0.02%013F-HRTimeline
Second Line Capital, LLC10,511$428K0.11%-60813F-HRTimeline
Graney & King, LLC10,479$427K0.32%+413F-HRTimeline
Sovran Advisors, LLC11,352$426K0.06%+6,56013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA10,431$425K0.1%-6313F-HRTimeline
Templeton & Phillips Capital Management…10,381$423K0.3%013F-HRTimeline
ACT Advisors, LLC.10,308$420K0.23%+23513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,249$418K0.01%-28013F-HRTimelineGroup
Glen Eagle Advisors, LLC10,203$416K0.07%-22,36113F-HRTimeline
Narus Financial Partners, LLC10,200$416K0.14%-17213F-HRTimeline
Triumph Capital Management10,130$413K0.14%-2,62113F-HRTimeline
McIlrath & Eck, LLC10,118$412K0.05%-2,35413F-HRTimeline
N.E.W. Advisory Services LLC10,007$408K0.03%+3,46013F-HRTimeline
MAYPORT, LLC10,000$408K0.11%013F-HRTimeline
Mengis Capital Management, Inc.9,926$405K0.08%+92813F-HRTimeline
Moloney Securities Asset Management, LLC9,875$403K0.05%+1,02113F-HRTimeline
Interchange Capital Partners, LLC9,796$399K0.11%-4,85213F-HRTimeline
Mystic Asset Management, Inc.9,780$399K0.11%+95013F-HRTimeline
Paladin Advisory Group, LLC9,741$397K0.32%-1,77113F-HRTimeline
MSH Capital Advisors LLC9,722$396K0.12%-52013F-HRTimeline
Anchor Investment Management, LLC9,713$396K0.04%-40013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC9,665$394K0.23%new13F-HRTimeline
VISTA INVESTMENT MANAGEMENT9,619$392K0.15%+56913F-HRTimeline
Elite Financial, Inc.9,596$391K0.21%+313F-HRTimeline
Parcion Private Wealth LLC9,550$389K0.03%-69813F-HRTimeline
Brio Consultants, LLC9,538$389K0.06%-3,00113F-HR/ATimeline
Vawter Financial, Ltd.9,455$385K0.22%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC9,405$383K0.04%-8,44313F-HRTimeline
RMR Wealth Builders9,392$383K0.04%+3413F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC9,379$382K0.03%-1613F-HRTimeline
Koss-Olinger Consulting, LLC9,362$382K0.03%new13F-HRTimeline
Verdence Capital Advisors LLC9,353$381K0.03%+29913F-HRTimeline
PATRON PARTNERS, LLC9,342$381K0.21%-4,71913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,297$379K0.01%+19013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management9,284$378K0.01%-39513F-HRTimelineGroup
VICUS CAPITAL9,249$377K0.04%+42613F-HRTimeline
Outlook Wealth Advisors, LLC9,233$376K0.1%-5,64913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC9,168$374K0.03%+3013F-HR/ATimeline
Essex Bankin group Essex Financial Services, Inc.9,156$373K0.09%+1,96313F-HRTimelineGroup
Vertex Planning Partners, LLC9,114$371K0.08%-2,71213F-HRTimeline
Mutual Advisors, LLC9,535$371K0.01%-7,59313F-HRTimeline
Caldwell Trust Co9,047$369K0.04%013F-HRTimeline
MONEYWISE, INC.8,986$366K0.19%-21313F-HRTimeline
PAX Financial Group, LLC8,933$364K0.06%-7213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC8,898$363K0.08%-4,76113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,737$355K0.05%013F-HRTimeline
ALTFEST L J & CO INC8,522$347K0.04%-3,46513F-HRTimeline
Sandy Cove Advisors, LLC8,514$347K0.14%+7613F-HRTimeline
Retirement Planning Group, LLC8,513$347K0.02%+24713F-HRTimeline