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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

886 managers (893 13F filers) reported a position in SPSM shares at 2025-06-30, 190,431,189 shares in all. 68 filers opened a position and 74 filers sold out during the quarter.

Managers
886
13F filers
893
New
68
Added
376
Reduced
315
Sold out
74
Shares held by filers
190,431,189

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
AGH Wealth Advisors, LLC24,127$1.03M0.85%+15513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP24,023$1.02M0.07%+2,88313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC23,922$1.02M0.01%+3,23713F-HRTimelineGroup
Gilman Hill Asset Management, LLC23,695$1.01M0.16%013F-HRTimeline
TKG Advisors, LLC23,178$987K0.44%-6,99113F-HRTimeline
Apella Capital, LLC22,702$984K0.03%+13613F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.22,933$977K0.25%-25,57813F-HRTimeline
Strategic Wealth Partners, Ltd.22,807$972K0.08%13F-HRTimeline
Arete Wealth Advisors, LLC22,478$958K0.07%-23,85813F-HRTimeline
COURIER CAPITAL LLC22,263$948K0.06%+69013F-HRTimeline
SWMG, LLC21,138$930K0.31%+4,49613F-HRTimeline
CFS Investment Advisory Services, LLC21,534$917K0.08%+4,06713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,492$916K0.02%+12,19513F-HRTimelineGroup
WULFF, HANSEN & CO.21,435$913K0.78%+36013F-HRTimeline
Keener Financial Planning LLC21,419$912K0.45%+2,65613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC21,375$911K0.08%+2,07213F-HR/ATimeline
Colonial River Investments, LLC20,374$905K0.39%-1,78813F-HRTimeline
Clearstead Advisors, LLC21,241$905K0.01%-86713F-HRTimeline
GTS SECURITIES LLC21,006$895K0.04%new13F-HRTimeline
GeoWealth Management, LLC20,743$884K0.03%+6,72013F-HRTimeline
Alliance Wealth Advisors, LLC /UT20,422$870K0.21%+1,70813F-HRTimeline
Delta Wealth Advisors LLC20,355$867K0.73%+3,04113F-HRTimeline
Legacy Wealth Management, LLC / MS20,180$860K0.26%new13F-HRTimeline
Baltimore-Washington Financial Advisors…20,009$852K0.04%-10813F-HRTimeline
NOVUS ADVISORS, LLC19,912$848K1.29%+8,72913F-HRTimeline
MidAtlantic Capital Management, Inc.19,786$843K0.6%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co19,610$835K0.02%+6,03813F-HRTimeline
Seaside Wealth Management, Inc.19,552$833K0.27%-64213F-HRTimeline
American Investment Services, Inc.19,244$820K0.21%-44013F-HRTimeline
Koshinski Asset Management, Inc.19,223$819K0.06%+2,21313F-HRTimeline
Axis Wealth Partners, LLC18,986$809K0.53%+65313F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC18,905$805K0.24%+3,77813F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.18,724$798K0.33%-1,60413F-HRTimeline
Investment Planning Advisors, Inc.18,539$790K0.28%-6,64313F-HRTimeline
SFG Wealth Management, LLC.18,513$789K0.48%+2,27213F-HRTimeline
PITCAIRN COin group PITCAIRN CO18,448$786K0.05%-58913F-HR/ATimelineGroup
CSM Advisors, LLC18,382$783K0.02%-62,37013F-HRTimeline
Ranch Capital Advisors Inc.18,352$782K0.34%+2,16013F-HRTimeline
Brookwood Investment Group LLC17,906$763K0.12%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO17,899$762K<0.01%+7113F-HRTimelineGroup
Arkadios Wealth Advisors17,876$761K0.02%+78713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC17,729$755K0.08%+49913F-HRTimeline
American Trust17,553$748K0.07%new13F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…17,544$747K0.11%+2,66113F-HRTimelineGroup
Financial Synergies Wealth Advisors, In…17,524$747K0.08%+1613F-HRTimeline
Vise Technologies, Inc.17,384$741K0.03%13F-HRTimeline
Collaborative Wealth Managment Inc.17,379$740K0.32%+80213F-HRTimeline
Columbia River Financial Group, LLC17,004$731K0.47%+1,41613F-HRTimeline
Patriot Financial Group Insurance Agenc…17,143$730K0.08%+27313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC17,130$730K0.03%+4,77713F-HRTimelineGroup
Meridian Wealth Management, LLC17,122$729K0.03%+1,61313F-HRTimeline
Aldebaran Financial Inc.17,114$729K0.81%-13913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,819$716K<0.01%-269,51913F-HR/ATimelineGroup
Davies Financial Advisors, Inc.16,733$713K0.55%-9,47913F-HRTimeline
Municipal Employees' Retirement System …16,642$709K0.01%013F-HRTimeline
WHITE PINE CAPITAL LLC16,635$709K0.22%-2,99613F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC16,600$707K0.21%+5813F-HRTimeline
Global Financial Private Client, LLC16,423$700K0.26%+4,48613F-HRTimeline
Comprehensive Money Management Services…16,335$696K0.53%+63813F-HRTimeline
Advisory Alpha, LLC16,157$688K0.02%-72413F-HRTimeline
Opulen Financial Group LLC16,108$686K0.56%+2,83413F-HRTimeline
NORDEN GROUP LLC16,092$686K0.07%+3,10313F-HRTimeline
Summit Financial, LLC16,034$683K0.02%+3,44513F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT15,742$671K0.24%-2,52413F-HRTimeline
Worth Financial Advisory Group, LLC15,642$666K0.41%-31613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC15,040$663K0.12%-4713F-HRTimeline
Csenge Advisory Group15,990$657K0.03%+17913F-HRTimeline
Pinnacle Wealth Management, LLC15,424$657K0.55%+1,30813F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC15,358$654K0.63%-2,53113F-HRTimeline
CGN Advisors LLC15,345$654K0.06%-16013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC15,345$654K0.19%+78713F-HRTimeline
Quantinno Capital Management LP15,271$651K<0.01%-89813F-HRTimeline
Sunburst Financial Group, LLC15,246$649K0.15%+1113F-HRTimeline
LexAurum Advisors, LLC15,245$649K0.1%+60713F-HRTimeline
Lifeworks Advisors, LLC15,185$647K0.1%-59313F-HRTimeline
Summit Investment Advisory Services, LLC15,088$643K0.28%-5313F-HR/ATimeline
TUDOR INVESTMENT CORP ET AL15,047$641K<0.01%new13F-HRTimeline
Prime Capital Investment Advisors, LLC14,985$638K0.01%-62,66313F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department14,830$632K0.19%new13F-HRTimelineGroup
CONTINENTAL INVESTORS SERVICES, INC.14,640$624K1.12%+32313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.14,520$619K0.01%+1,54513F-HRTimelineGroup
Retirement Planning Co of New England, …14,398$613K0.27%-30813F-HRTimeline
Fourth Dimension Wealth, LLC14,266$608K0.26%-85213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC13,926$593K<0.01%+12,58313F-HRTimelineGroup
Indie Asset Partners, LLC13,837$589K1.07%-15113F-HRTimeline
Outlook Wealth Advisors, LLC13,771$587K0.15%+4,53813F-HRTimeline
CENTAURUS FINANCIAL, INC.13,764$586K0.03%-3,90013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,743$585K0.01%+2,60713F-HRTimelineGroup
Redwood Financial Network Corp13,731$585K0.4%-9013F-HRTimeline
BIP Wealth, LLC13,704$584K0.04%-5,54613F-HRTimeline
Tilson Financial Group, Inc.13,637$581K0.22%-35913F-HRTimeline
International Private Wealth Advisors L…13,621$580K0.5%+5,49313F-HRTimeline
Brown Financial Advisory13,495$575K0.32%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…13,392$570K0.01%-4,20413F-HRTimelineGroup
Integrity Financial Corp /WA13,335$568K0.29%-25,54913F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.13,261$565K0.76%+6,06813F-HRTimeline
McClarren Financial Advisors, Inc.13,179$561K0.37%+4,13213F-HRTimeline
HBW ADVISORY SERVICES LLC13,026$555K0.07%-3,76113F-HRTimeline
Scarborough Advisors, LLC12,900$550K0.11%-16,73713F-HRTimeline
NWAM LLC12,736$547K0.03%-76713F-HR/ATimeline
PCA Investment Advisory Services Inc.12,709$541K0.23%+10613F-HRTimeline
Horizon Wealth Management, LLC12,667$540K0.09%-12613F-HRTimeline
Pacific Sun Financial Corp12,634$538K0.28%-17013F-HRTimeline
Financial Network Wealth Advisors LLC12,588$536K0.65%+34013F-HRTimeline
E&G Advisors, LLC12,586$536K0.14%-24013F-HRTimeline
Forefront Wealth Partners, LLC11,915$535K0.37%-2,13813F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC12,529$534K0.36%013F-HRTimeline
Fingerlakes Wealth Management, Inc.12,476$531K0.4%-10113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC12,454$531K<0.01%-5,02313F-HRTimeline
ERn Financial, LLC12,337$526K0.11%-2,83813F-HRTimeline
Compound Planning, Inc.12,315$525K0.02%-6,54113F-HRTimeline
Grove Bank & Trust12,175$519K0.06%-89313F-HRTimeline
Ground Swell Capital, LLC12,074$514K0.84%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC11,965$510K0.05%+2,56013F-HRTimeline
Tennessee Valley Asset Management Partn…11,890$506K0.13%-4,38613F-HRTimeline
Latitude Advisors, LLC11,851$505K0.25%+65313F-HRTimeline
Salomon & Ludwin, LLC11,447$501K0.05%013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC11,708$499K0.12%-6,58513F-HRTimeline
Precision Wealth Strategies, LLC11,702$499K0.16%new13F-HRTimeline
Elite Financial, Inc.11,601$498K0.25%+2,00513F-HRTimeline
Symphony Financial, Ltd. Co.10,526$491K0.06%new13F-HR/ATimeline
McGuire Investment Group, LLC11,357$484K0.06%013F-HRTimeline
Bank of Marin11,326$482K0.36%-6713F-HRTimeline
Wambolt & Associates, LLC11,143$482K0.16%-4,09313F-HRTimeline
Seros Financial, LLC11,205$477K0.3%+213F-HRTimeline
Sovereign Financial Group, Inc.11,193$477K0.1%013F-HRTimeline
LYNCH & ASSOCIATES/IN11,114$473K0.1%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding11,059$471K-3,643Timeline
Montis Financial, LLC11,057$471K0.13%+17113F-HRTimeline
BCS Wealth Management11,045$471K0.1%-73013F-HRTimeline
Security Financial Services, INC.10,990$468K0.08%-1,91013F-HRTimeline
Sand Hill Global Advisors, LLC10,925$465K0.02%013F-HRTimeline
Advance Capital Management, Inc.10,924$465K0.02%-85713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…10,914$465K<0.01%013F-HRTimelineGroup
Snowden Capital Advisors LLC10,907$465K0.01%-57213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,877$463K0.01%+62813F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…10,875$463K0.01%+16213F-HRTimelineGroup
Beacon Pointe Advisors, LLC10,767$459K<0.01%-4013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC10,643$453K0.02%-5613F-HRTimeline
Graney & King, LLC10,510$448K0.3%+3113F-HRTimeline
Second Line Capital, LLC10,504$447K0.1%-713F-HRTimeline
Templeton & Phillips Capital Management…10,381$442K0.32%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA10,370$442K0.1%-6113F-HRTimeline
VISTA INVESTMENT MANAGEMENT10,254$437K0.16%+63513F-HRTimeline
Advisory Services Network, LLC10,129$435K0.01%-3,75613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,148$432K0.04%-18,46213F-HRTimeline
Scott Marsh Financial, LLC10,128$431K0.16%13F-HRTimeline
Valpey Financial Services, LLC10,087$430K0.3%13F-HRTimeline
MAYPORT, LLC10,000$426K0.1%013F-HRTimeline
Claro Advisors Inc.9,984$425K0.07%-2,38513F-HRTimeline
Balboa Wealth Partners9,965$425K0.09%+3,77213F-HRTimeline
ACAS, LLC9,316$424K0.28%+61313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC9,935$423K0.01%new13F-HRTimeline
Mystic Asset Management, Inc.9,880$421K0.1%+10013F-HRTimeline
Curi Capital, LLC9,844$419K0.01%+3,79413F-HRTimeline
ACT Advisors, LLC.9,783$417K0.19%-52513F-HRTimeline
Anchor Investment Management, LLC9,613$410K0.04%-10013F-HRTimeline
Tyche Wealth Partners LLC9,604$409K0.08%-2,21413F-HRTimeline
BLB&B Advisors, LLC9,601$409K0.02%-3,10413F-HRTimeline
Mutual Advisors, LLC9,289$409K0.01%-24613F-HRTimeline
McIlrath & Eck, LLC9,552$407K0.05%-56613F-HRTimeline
RMR Wealth Builders9,433$402K0.04%+4113F-HRTimeline
Gateway Wealth Partners, LLC9,381$400K0.08%-9,05613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC9,379$400K0.02%013F-HRTimeline
Narus Financial Partners, LLC9,370$399K0.12%-83013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC9,291$396K0.18%+4,17813F-HRTimeline
Mengis Capital Management, Inc.9,252$394K0.08%-67413F-HRTimeline
Vertex Planning Partners, LLC9,132$389K0.08%+1813F-HRTimeline
Caldwell Trust Co9,047$385K0.04%013F-HRTimeline
Parcion Private Wealth LLC8,980$383K0.03%-57013F-HRTimeline
Sterling Group Wealth Management, LLC8,936$381K0.21%-2,07513F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.8,766$373K0.09%-39013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd8,754$373K0.02%new13F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…8,737$372K0.05%013F-HRTimeline
Richard W. Paul & Associates, LLC8,664$369K0.13%+99213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,633$368K<0.01%-65113F-HRTimelineGroup
Independent Wealth Network Inc.8,561$365K0.13%+24813F-HRTimeline
Savvy Advisors, Inc.8,549$364K0.02%-2,40613F-HRTimeline
Belpointe Asset Management LLC8,515$363K0.02%-7,28113F-HRTimeline
Sandy Cove Advisors, LLC8,514$363K0.13%013F-HRTimeline
WealthPLAN Partners, LLC8,420$359K0.06%+86213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,351$356K0.03%-24,34113F-HRTimeline
Summit Trail Advisors, LLC8,324$355K0.01%013F-HRTimeline
Retirement Planning Group, LLC8,240$351K0.01%-27313F-HRTimeline
TWO SIGMA SECURITIES, LLC8,231$351K0.04%+87713F-HRTimeline
American Financial Advisors, LLC8,220$350K0.05%+2313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC8,214$350K0.01%013F-HRTimeline
Brio Consultants, LLC8,154$347K0.05%-1,38413F-HRTimeline
Beckerman Institutional, LLC8,114$346K0.23%new13F-HRTimeline
Sovran Advisors, LLC7,915$346K0.04%-3,43713F-HRTimeline
MONEYWISE, INC.8,065$344K0.16%-92113F-HRTimeline
PAX Financial Group, LLC8,043$343K0.07%-89013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors8,000$341K0.05%013F-HRTimelineGroup
Verdence Capital Advisors LLC7,986$340K0.02%-1,36713F-HRTimeline
Sterling Wealth Management, Inc.7,975$340K0.12%13F-HRTimeline
Smartleaf Asset Management LLC7,932$338K0.03%+1,06513F-HRTimeline
HARMONY ASSET MANAGEMENT LLC7,930$338K0.13%013F-HRTimeline
Fusion Family Wealth, LLC7,913$337K0.03%013F-HRTimeline
Oakwell Private Wealth Management, LLC7,911$337K0.08%013F-HRTimeline
Vantage Investment Partners, LLC7,905$337K0.02%+8013F-HRTimeline