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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

891 managers (900 13F filers) reported a position in SPSM shares at 2025-09-30, 196,254,091 shares in all. 80 filers opened a position and 48 filers sold out during the quarter.

Managers
891
13F filers
900
New
80
Added
386
Reduced
303
Sold out
48
Shares held by filers
196,254,091

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Values Added Financial LLC23,745$1.1M0.49%-1,89313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.23,723$1.1M0.36%-3,89113F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.23,596$1.09M1.38%+10,33513F-HRTimeline
Idaho Trust Co23,459$1.09M0.37%-18,32713F-HRTimeline
SWMG, LLC23,141$1.08M0.33%+2,00313F-HRTimeline
IFG Advisory, LLC23,372$1.08M0.05%-13,73013F-HRTimeline
GUIDANCE CAPITAL, INC22,873$1.08M0.28%-1,57413F-HRTimeline
COURIER CAPITAL LLC23,312$1.08M0.06%+1,04913F-HRTimeline
MAI Capital Management23,074$1.07M0.01%-15,02313F-HRTimeline
Clearstead Advisors, LLC22,844$1.06M0.02%+1,60313F-HRTimeline
Meridian Wealth Management, LLC22,707$1.05M0.04%+5,58513F-HRTimeline
Elgethun Capital Management22,591$1.05M0.19%-32,80413F-HRTimeline
Apella Capital, LLC22,408$1.03M0.02%-29413F-HRTimeline
Outlook Wealth Advisors, LLC22,132$1.03M0.26%+8,36113F-HRTimeline
TKG Advisors, LLC21,903$1.01M0.43%-1,27513F-HRTimeline
Keener Financial Planning LLC21,419$992K0.46%013F-HRTimeline
Patriot Financial Group Insurance Agenc…21,205$982K0.13%+4,06213F-HRTimeline
Regal Investment Advisors LLC21,194$982K0.06%+14,01213F-HRTimeline
Maridea Wealth Management LLC20,957$976K0.15%new13F-HRTimeline
Arkadios Wealth Advisors21,022$974K0.02%+3,14613F-HRTimeline
HORAN Wealth, LLC20,261$939K0.15%new13F-HRTimeline
WULFF, HANSEN & CO.20,195$935K0.81%-1,24013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,072$930K<0.01%-42,20513F-HRTimelineGroup
Colonial River Investments, LLC19,770$916K0.34%-60413F-HRTimeline
Baltimore-Washington Financial Advisors…19,711$913K0.04%-29813F-HRTimeline
Seaside Wealth Management, Inc.19,428$900K0.27%-12413F-HRTimeline
Tidemark, LLC19,141$887K0.26%-10,43413F-HRTimeline
Axis Wealth Partners, LLC19,122$886K0.52%+13613F-HRTimeline
Delta Wealth Advisors LLC18,903$876K0.69%-1,45213F-HRTimeline
Berman McAleer LLC18,900$875K0.12%13F-HRTimeline
American Investment Services, Inc.18,854$873K0.21%-39013F-HRTimeline
NORDEN GROUP LLC18,836$873K0.09%+2,74413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC18,650$864K0.21%-25513F-HRTimeline
SFG Wealth Management, LLC.18,635$863K0.37%+12213F-HRTimeline
PFG Private Wealth Management, LLC18,616$862K0.38%new13F-HRTimeline
Integrity Wealth Solutions LLC18,616$862K0.38%-8,17313F-HRTimeline
Balboa Wealth Partners18,429$854K0.15%+8,46413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC18,026$835K0.07%+29713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO17,951$832K<0.01%+5213F-HRTimelineGroup
Ranch Capital Advisors Inc.17,910$830K0.32%-44213F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…17,827$826K0.11%+28313F-HRTimelineGroup
Koshinski Asset Management, Inc.17,712$820K0.06%-1,51113F-HRTimeline
Worth Financial Advisory Group, LLC17,217$797K0.45%+1,57513F-HRTimeline
CGN Advisors LLC17,103$792K0.07%+1,75813F-HRTimeline
Aldebaran Financial Inc.16,994$787K0.79%-12013F-HRTimeline
MinichMacGregor Wealth Management, LLC16,970$786K0.15%new13F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC16,967$786K0.32%+7,67613F-HRTimeline
Financial Synergies Wealth Advisors, In…16,948$785K0.08%-57613F-HRTimeline
Comprehensive Money Management Services…16,800$778K0.55%+46513F-HRTimeline
Advisory Services Network, LLC16,765$777K0.01%+6,63613F-HRTimeline
Financial Network Wealth Advisors LLC16,660$772K0.84%+4,07213F-HRTimeline
Municipal Employees' Retirement System …16,642$771K0.01%013F-HRTimeline
Columbia River Financial Group, LLC16,620$771K0.48%-38413F-HRTimeline
Beckerman Institutional, LLC16,414$760K0.45%+8,30013F-HRTimeline
Summit Financial, LLC16,402$760K0.01%+36813F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC16,363$758K0.21%-23713F-HRTimeline
American Trust16,280$754K0.06%-1,27313F-HRTimeline
Opulen Financial Group LLC16,168$749K0.57%+6013F-HRTimeline
Vise Technologies, Inc.16,117$747K0.03%-1,26713F-HRTimeline
Davies Financial Advisors, Inc.16,015$742K0.6%-71813F-HRTimeline
WHITE PINE CAPITAL LLC16,001$741K0.21%-63413F-HRTimeline
Summit Investment Advisory Services, LLC15,885$736K0.29%+79713F-HR/ATimeline
DENVER WEALTH MANAGEMENT, INC.15,663$726K0.27%-3,06113F-HRTimeline
CENTAURUS FINANCIAL, INC.15,551$720K0.03%+1,78713F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC15,514$719K0.2%+16913F-HRTimeline
Pinnacle Wealth Management, LLC15,498$718K0.48%+7413F-HRTimeline
Advisory Alpha, LLC15,350$715K0.02%-80713F-HRTimeline
Smartleaf Asset Management LLC15,332$708K0.04%+7,40013F-HRTimeline
POM Investment Strategies, LLC15,248$706K0.38%-9,94713F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT15,220$705K0.23%-52213F-HRTimeline
Sunburst Financial Group, LLC15,212$705K0.15%-3413F-HRTimeline
Collaborative Wealth Managment Inc.15,125$701K0.28%-2,25413F-HRTimeline
Redwood Financial Network Corp15,120$700K0.44%+1,38913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC14,955$698K0.12%-8513F-HRTimeline
Lifeworks Advisors, LLC14,949$692K0.09%-23613F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department14,830$687K0.18%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.14,497$672K0.01%-2313F-HRTimelineGroup
CAPSTONE WEALTH MANAGEMENT GROUP, LLC14,417$668K0.28%-94113F-HRTimeline
Retirement Planning Co of New England, …14,358$665K0.27%-4013F-HRTimeline
Prime Capital Investment Advisors, LLC14,323$663K0.01%-66213F-HRTimeline
LexAurum Advisors, LLC14,285$662K0.09%-96013F-HRTimeline
Fourth Dimension Wealth, LLC14,189$657K0.25%-7713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…14,054$651K0.01%+66213F-HRTimelineGroup
Indie Asset Partners, LLC13,805$639K0.85%-3213F-HRTimeline
Synergy Investment Management, LLC13,797$639K0.24%-52,87713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,615$631K0.05%+1,65013F-HRTimeline
BIP Wealth, LLC13,561$628K0.03%-14313F-HRTimeline
E&G Advisors, LLC13,531$627K0.15%+94513F-HRTimeline
Brown Financial Advisory13,495$625K0.33%013F-HRTimeline
Tilson Financial Group, Inc.13,428$622K0.2%-20913F-HRTimeline
Legacy Wealth Management, LLC / MS13,202$612K0.18%-6,97813F-HRTimeline
MMA ASSET MANAGEMENT LLC13,143$609K0.2%+7,15513F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.13,105$607K0.14%-9,82813F-HRTimeline
PCA Investment Advisory Services Inc.12,961$600K0.22%+25213F-HRTimeline
NWAM LLC12,753$594K0.03%+1713F-HR/ATimeline
Horizon Wealth Management, LLC12,668$587K0.09%+113F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.12,771$586K0.87%-1,86913F-HRTimeline
Investment Planning Advisors, Inc.12,627$585K0.18%-5,91213F-HRTimeline
McClarren Financial Advisors, Inc.8,512$584K0.36%-4,66713F-HRTimeline
Belpointe Asset Management LLC12,588$583K0.02%+4,07313F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …14,746$580K0.07%new13F-HRTimelineGroup
Pacific Sun Financial Corp12,479$578K0.28%-15513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC12,476$578K<0.01%+2213F-HRTimeline
Keystone Financial Group12,371$573K0.04%+5,14113F-HR/ATimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC12,226$566K0.31%-30313F-HRTimeline
Fingerlakes Wealth Management, Inc.12,200$565K0.37%-27613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,131$562K0.01%+1,25413F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,675$541K0.01%-111,74013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,646$539K0.03%+3,97113F-HRTimelineGroup
Salomon & Ludwin, LLC11,447$536K0.05%013F-HRTimeline
Symphony Financial, Ltd. Co.11,611$536K0.07%+1,08513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,457$531K0.01%-2,28613F-HRTimelineGroup
McGuire Investment Group, LLC11,357$526K0.06%013F-HRTimeline
Tennessee Valley Asset Management Partn…11,343$525K0.07%-54713F-HRTimeline
ERn Financial, LLC11,294$523K0.1%-1,04313F-HRTimeline
Bank of Marin11,227$520K0.37%-9913F-HRTimeline
Sovereign Financial Group, Inc.11,180$518K0.1%-1313F-HRTimeline
McIlrath & Eck, LLC11,156$517K0.05%+1,60413F-HRTimeline
Plan A Wealth LLC11,125$515K0.26%-13,47613F-HRTimeline
LYNCH & ASSOCIATES/IN11,114$515K0.1%013F-HRTimeline
Elite Financial, Inc.11,052$513K0.24%-54913F-HRTimeline
BCS Wealth Management11,045$512K0.12%013F-HRTimeline
Grove Bank & Trust10,993$509K0.06%-1,18213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,958$508K0.01%+8313F-HRTimelineGroup
Caitlin John, LLC10,940$507K0.35%+3,75213F-HRTimeline
Sand Hill Global Advisors, LLC10,925$506K0.02%013F-HRTimeline
M Holdings Securities, Inc.10,924$506K0.11%-61,26313F-HRTimeline
Mutual Advisors, LLC10,634$498K0.01%+1,34513F-HRTimeline
Security Financial Services, INC.10,719$497K0.08%-27113F-HRTimeline
Montis Financial, LLC10,684$495K0.11%-37313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC10,643$493K0.02%013F-HRTimeline
Valpey Financial Services, LLC10,624$492K0.32%+53713F-HRTimeline
VISTA INVESTMENT MANAGEMENT10,554$489K0.17%+30013F-HRTimeline
Graney & King, LLC10,514$487K0.34%+413F-HRTimeline
Beacon Pointe Advisors, LLC10,415$482K<0.01%-35213F-HRTimeline
Templeton & Phillips Capital Management…10,381$481K0.35%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA10,328$478K0.1%-4213F-HRTimeline
ACT Advisors, LLC.10,327$478K0.19%+54413F-HRTimeline
Second Line Capital, LLC10,311$478K0.1%-19313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding10,168$471K-891Timeline
Essex Bankin group Essex Financial Services, Inc.10,087$467K0.11%+1,32113F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…10,049$465K<0.01%-86513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV10,045$465K0.03%+4,99013F-HRTimeline
HBW ADVISORY SERVICES LLC10,033$465K0.05%-2,99313F-HRTimeline
Latitude Advisors, LLC10,017$464K0.21%-1,83413F-HRTimeline
MAYPORT, LLC10,000$463K0.1%013F-HRTimeline
Precision Wealth Strategies, LLC9,941$460K0.15%-1,76113F-HRTimeline
Integrity Financial Corp /WA9,905$459K0.22%-3,43013F-HRTimeline
Mystic Asset Management, Inc.9,870$457K0.1%-1013F-HRTimeline
Anchor Investment Management, LLC9,863$457K0.04%+25013F-HRTimeline
Claro Advisors Inc.9,804$454K0.07%-18013F-HRTimeline
Vawter Financial, Ltd.9,801$454K0.21%new13F-HR/ATimeline
PRECEDENT WEALTH PARTNERS, LLC9,798$454K0.1%-1,91013F-HRTimeline
Mengis Capital Management, Inc.9,762$452K0.09%+51013F-HRTimeline
Snowden Capital Advisors LLC9,721$450K0.01%-1,18613F-HRTimeline
Spinnaker Investment Group, LLC9,645$447K0.08%new13F-HRTimeline
Richard W. Paul & Associates, LLC9,587$444K0.15%+92313F-HRTimeline
Legacy Advisors, LLC9,475$439K0.05%new13F-HRTimeline
RMR Wealth Builders9,470$439K0.04%+3713F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC9,379$434K0.02%013F-HRTimeline
Tyche Wealth Partners LLC9,375$434K0.08%-22913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,222$427K0.01%+58913F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC9,139$423K0.18%new13F-HRTimeline
Vertex Planning Partners, LLC9,135$423K0.08%+313F-HRTimeline
Caldwell Trust Co9,047$419K0.04%013F-HRTimeline
Midwest Financial Network, LLC9,009$417K0.34%+2,21013F-HRTimeline
Parcion Private Wealth LLC8,980$416K0.03%013F-HRTimeline
Sunpointe, LLC8,973$416K0.15%+2,28913F-HRTimeline
Narus Financial Partners, LLC8,846$410K0.11%-52413F-HR/ATimeline
Verdence Capital Advisors LLC8,644$408K0.02%+65813F-HRTimeline
PAX Financial Group, LLC8,771$406K0.07%+72813F-HRTimeline
Curi Capital, LLC8,650$401K0.01%-1,19413F-HRTimeline
Savvy Advisors, Inc.8,617$399K0.02%+6813F-HRTimeline
Independent Wealth Network Inc.8,600$398K0.13%+3913F-HRTimeline
First Heartland Consultants, Inc.8,538$395K0.03%+1,27713F-HRTimeline
Sandy Cove Advisors, LLC8,514$394K0.13%013F-HRTimeline
WealthPLAN Partners, LLC8,488$393K0.06%+6813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,423$390K0.03%+7213F-HRTimeline
Retirement Planning Group, LLC8,326$386K0.01%+8613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC8,184$383K0.01%-3013F-HRTimeline
Compound Planning, Inc.8,189$379K0.01%-4,12613F-HRTimeline
HARMONY ASSET MANAGEMENT LLC8,130$377K0.13%+20013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC8,103$375K0.01%+1,07713F-HRTimeline
Spectrum Planning & Advisory Services I…8,062$373K0.21%+1,62813F-HRTimeline
Brookwood Investment Group LLC8,053$373K0.05%-9,85313F-HRTimeline
TOWNSQUARE CAPITAL LLC8,045$373K0.06%-49,25913F-HRTimeline
MONEYWISE, INC.8,039$372K0.17%-2613F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors8,000$371K0.05%013F-HRTimelineGroup
Sterling Wealth Management, Inc.7,975$369K0.11%013F-HRTimeline
Keel Point, LLC7,961$369K0.02%+1,76513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC7,956$369K0.07%new13F-HRTimeline
Oakwell Private Wealth Management, LLC7,911$366K0.07%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Center For Asset Management LLC7,909$366K0.2%+73913F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC7,896$366K0.05%+813F-HRTimeline
Fusion Family Wealth, LLC7,879$365K0.03%-3413F-HRTimeline
Triumph Capital Management7,794$361K0.1%+2,49213F-HR/ATimeline
Summit Trail Advisors, LLC7,776$360K<0.01%-54813F-HRTimeline
Capital Asset Advisory Services LLC7,696$356K0.02%+2,65613F-HRTimeline
Laraway Financial Advisors Inc7,670$355K0.24%-9813F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC7,662$355K0.02%013F-HRTimeline