Skip to content
Disclosery

SPSM SPDR SERIES TRUST

Follow

SHS (fund)

976 managers (987 13F filers) reported a position in SPSM shares at 2025-12-31, 209,153,231 shares in all. 75 filers opened a position and 39 filers sold out during the quarter.

Managers
976
13F filers
987
New
75
Added
378
Reduced
343
Sold out
39
Shares held by filers
209,153,231

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
River Street Advisors LLC26,079$1.22M0.46%+29613F-HRTimeline
Key Financial Inc26,077$1.22M0.22%+1,07013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO25,992$1.22M<0.01%+8,04113F-HRTimelineGroup
Strategic Blueprint, LLC25,769$1.21M0.07%-1,72913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co25,712$1.2M0.01%-83313F-HRTimelineGroup
Orin Green Financial, LLC25,488$1.19M0.48%-47913F-HRTimeline
Intrua Financial, LLC25,304$1.19M0.13%-58613F-HRTimeline
COMERICA BANK25,223$1.18M<0.01%-1,97613F-HRTimeline
Moors & Cabot, Inc.25,179$1.18M0.05%+15013F-HRTimeline
Arkadios Wealth Advisors25,156$1.18M0.02%+4,13413F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK25,614$1.17M0.11%013F-HRTimeline
IFG Advisory, LLC24,714$1.16M0.05%+1,34213F-HRTimeline
Values Added Financial LLC24,591$1.15M0.49%+84613F-HRTimeline
Gateway Wealth Partners, LLC24,467$1.15M0.13%-96613F-HRTimeline
McMill Wealth Management24,349$1.14M0.32%013F-HRTimeline
Nikulski Financial, Inc.23,998$1.12M0.27%-6,62113F-HRTimeline
Meridian Wealth Management, LLC23,997$1.12M0.04%+1,29013F-HRTimeline
Clearstead Advisors, LLC23,676$1.11M0.01%+83213F-HRTimeline
Breachway Investments LLC23,665$1.11M1.17%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC23,643$1.11M0.01%-37113F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.23,610$1.11M0.35%-11313F-HRTimeline
TD Capital Management LLC23,590$1.11M0.1%-41813F-HRTimeline
Venturi Wealth Management, LLC23,446$1.1M0.05%-93213F-HRTimeline
Vise Technologies, Inc.23,119$1.08M0.02%+7,00213F-HRTimeline
Summit Financial, LLC22,637$1.06M0.02%+6,23513F-HRTimeline
Koshinski Asset Management, Inc.22,533$1.06M0.07%+4,82113F-HRTimeline
Advisory Services Network, LLC22,276$1.04M0.01%+5,51113F-HRTimeline
Eldridge Investment Advisors, Inc.22,203$1.04M0.23%-13,31713F-HRTimeline
Patriot Financial Group Insurance Agenc…21,846$1.02M0.12%+64113F-HRTimeline
International Private Wealth Advisors L…21,655$1.01M0.64%-3,92813F-HRTimeline
TKG Advisors, LLC21,593$1.01M0.41%-31013F-HRTimeline
BCS Wealth Management21,590$1.01M0.1%+10,54513F-HRTimeline
MAI Capital Management21,539$1.01M0.01%-1,53513F-HRTimeline
Keener Financial Planning LLC21,419$1M0.43%013F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…21,023$985K0.13%+3,19613F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC20,418$957K0.03%-5,97013F-HRTimelineGroup
HORAN Wealth, LLC20,309$952K0.15%+4813F-HRTimeline
Alliance Wealth Advisors, LLC /UT19,956$935K0.2%-5,15713F-HRTimeline
Berman McAleer LLC19,902$933K0.13%+1,00213F-HRTimeline
Idaho Trust Co19,775$927K0.31%-3,68413F-HRTimeline
SFG Wealth Management, LLC.19,750$925K0.36%+1,11513F-HRTimeline
Elyxium Wealth, LLC19,641$920K0.27%new13F-HRTimeline
CX Institutional19,412$910K0.03%-6,85913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK19,351$907K0.01%+14,43913F-HRTimelineGroup
Axis Wealth Partners, LLC19,117$896K0.49%-513F-HRTimeline
Maridea Wealth Management LLC19,115$896K0.13%-1,84213F-HRTimeline
Elgethun Capital Management19,062$893K0.15%-3,52913F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.19,030$892K1.71%-4,56613F-HRTimeline
Seaside Wealth Management, Inc.19,003$890K0.25%-42513F-HRTimeline
Delta Wealth Advisors LLC18,889$885K0.74%-1413F-HRTimeline
Ranch Capital Advisors Inc.18,821$882K0.32%+91113F-HRTimeline
Integrity Wealth Solutions LLC18,696$876K0.35%+8013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,544$869K0.02%-18,39513F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO18,501$867K0.08%13F-HRTimelineGroup
WULFF, HANSEN & CO.18,455$865K0.73%-1,74013F-HRTimeline
NORDEN GROUP LLC18,245$855K0.08%-59113F-HRTimeline
Vestmark Advisory Solutions, Inc.18,186$852K0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC18,186$852K0.04%+13,73413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC17,981$843K0.07%-4513F-HRTimeline
Bernicke Wealth Management, Ltd.17,959$842K0.11%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC17,865$837K0.06%+4,25013F-HRTimeline
Outlook Wealth Advisors, LLC17,838$836K0.19%-4,29413F-HRTimeline
Troutman Wealth Management, LLC17,830$836K0.69%13F-HRTimeline
Beckerman Institutional, LLC17,588$824K0.46%+1,17413F-HRTimeline
Financial Network Wealth Advisors LLC17,558$823K0.86%+89813F-HRTimeline
Downshift Financial, LLC16,406$820K0.51%13F-HRTimeline
Tidemark, LLC17,358$813K0.23%-1,78313F-HRTimeline
Worth Financial Advisory Group, LLC17,268$809K0.39%+5113F-HRTimeline
Baltimore-Washington Financial Advisors…17,229$807K0.03%-2,48213F-HRTimeline
Financial Synergies Wealth Advisors, In…16,800$787K0.08%-14813F-HRTimeline
Go Invest LLC16,800$787K0.26%13F-HRTimeline
Comprehensive Money Management Services…16,800$787K0.54%013F-HRTimeline
Saxony Capital Management, LLC16,776$786K0.48%new13F-HRTimeline
Opulen Financial Group LLC16,747$785K0.57%+57913F-HRTimeline
Colonial River Investments, LLC16,708$783K0.28%-3,06213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC16,695$782K0.18%-1,95513F-HRTimeline
Aldebaran Financial Inc.16,483$782K0.72%-51113F-HRTimeline
Columbia River Financial Group, LLC16,629$779K0.48%+913F-HRTimeline
Summit Investment Advisory Services, LLC16,521$774K0.29%+63613F-HRTimeline
American Trust16,493$773K0.06%+21313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,371$767K0.01%+4,24013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,361$767K<0.01%-3,71113F-HRTimelineGroup
WIREGRASS INVESTMENT MANAGEMENT LLC16,310$764K0.64%13F-HRTimeline
CGN Advisors LLC16,254$762K0.06%-84913F-HRTimeline
Legacy Wealth Management, LLC / MS16,132$756K0.2%+2,93013F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC16,098$754K0.34%13F-HRTimeline
Redwood Financial Network Corp16,071$753K0.48%+95113F-HRTimeline
POM Investment Strategies, LLC16,068$753K0.39%+82013F-HRTimeline
F/m Investments LLC16,064$752K0.03%-25,54613F-HRTimeline
Midwest Financial Network, LLC16,054$752K0.58%+7,04513F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC15,933$747K0.21%-43013F-HRTimeline
WHITE PINE CAPITAL LLC15,916$746K0.21%-8513F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC15,904$745K0.2%+39013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.15,625$732K0.26%-3813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …15,564$729K0.01%13F-HR/ATimelineGroup
Timmons Wealth Management, LLC15,314$718K0.71%13F-HRTimeline
Collaborative Wealth Managment Inc.15,160$710K0.25%+3513F-HRTimeline
Lifeworks Advisors, LLC14,965$701K0.09%+1613F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT14,866$697K0.22%-35413F-HRTimeline
Fourth Dimension Wealth, LLC14,836$695K0.25%+64713F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department14,830$695K0.18%013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.14,683$688K0.03%-86813F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC14,600$684K0.29%+18313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.14,497$679K0.01%013F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT14,386$674K0.22%+3,83213F-HRTimeline
Balboa Wealth Partners14,377$674K0.11%-4,05213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC14,145$669K0.11%-81013F-HRTimeline
Advisor Resource Council13,440$666K0.24%new13F-HRTimeline
American Investment Services, Inc.14,119$662K0.15%-4,73513F-HRTimeline
Sunburst Financial Group, LLC14,062$659K0.13%-1,15013F-HRTimeline
Keystone Financial Group13,970$655K0.05%+1,59913F-HRTimeline
TSG Advice Partners, LLC13,851$649K0.1%13F-HRTimeline
Prime Capital Investment Advisors, LLC13,698$642K0.01%-62513F-HRTimeline
E&G Advisors, LLC13,609$638K0.14%+7813F-HRTimeline
Indie Asset Partners, LLC13,583$637K0.71%-22213F-HRTimeline
NWAM LLC12,730$635K0.04%-2313F-HRTimeline
Brown Financial Advisory13,495$632K0.32%013F-HRTimeline
Wall Capital Group, Inc.13,471$631K0.6%13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding13,415$629K+3,247Timeline
Xcelsior Advisor Partners LLC13,337$625K0.3%13F-HRTimeline
HBW ADVISORY SERVICES LLC13,285$623K0.07%+3,25213F-HRTimeline
BIP Wealth, LLC13,188$618K0.02%-37313F-HRTimeline
Retirement Planning Co of New England, …13,178$618K0.25%-1,18013F-HRTimeline
Apella Capital, LLC13,142$616K0.01%-9,26613F-HRTimeline
Tilson Financial Group, Inc.12,990$609K0.19%-43813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC12,971$608K<0.01%+49513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…12,960$607K0.01%-1,09413F-HRTimelineGroup
IEQ CAPITAL, LLC12,940$606K<0.01%+7,61013F-HRTimeline
Tennessee Valley Asset Management Partn…12,809$600K0.08%+1,46613F-HRTimeline
Horizon Wealth Management, LLC12,669$594K0.09%+113F-HRTimeline
Third View Private Wealth, LLC12,658$593K0.08%13F-HRTimeline
Valpey Financial Services, LLC12,540$588K0.38%+1,91613F-HR/ATimeline
Investment Planning Advisors, Inc.12,426$582K0.17%-20113F-HRTimeline
PFG Advisors12,417$582K0.03%-33,97413F-HRTimeline
WealthPoint Financial, LLC12,361$579K0.5%13F-HRTimeline
McClarren Financial Advisors, Inc.5,236$576K0.34%-3,27613F-HRTimeline
VestGen Advisors, LLC12,239$574K0.02%-35,65313F-HRTimeline
Pacific Sun Financial Corp12,227$573K0.28%-25213F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC12,226$573K0.28%013F-HRTimeline
Advisory Alpha, LLC12,094$567K0.02%-3,25613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,991$562K0.03%new13F-HRTimeline
Caitlin John, LLC11,873$556K0.36%+93313F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC11,860$556K0.2%-5,10713F-HRTimeline
Salomon & Ludwin, LLC11,447$549K0.05%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.11,693$548K0.12%-1,41213F-HRTimeline
VCI Wealth Management LLC11,670$547K0.15%+4,89013F-HRTimeline
Fulton Bank, N.A.11,587$543K0.02%+4,44313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC11,543$541K0.03%new13F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.11,493$539K0.12%+1,40613F-HRTimelineGroup
Mutual Advisors, LLC11,456$537K0.01%+82213F-HRTimeline
Synergy Investment Management, LLC11,418$535K0.19%-2,37913F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.10,792$534K0.69%-1,97913F-HRTimeline
McGuire Investment Group, LLC11,357$532K0.06%013F-HRTimeline
Fingerlakes Wealth Management, Inc.11,351$532K0.34%-84913F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC11,304$530K0.38%13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC11,265$528K0.42%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…11,196$525K0.01%+23813F-HRTimelineGroup
LYNCH & ASSOCIATES/IN11,114$521K0.1%013F-HRTimeline
Sovereign Financial Group, Inc.11,110$521K0.09%-7013F-HRTimeline
Bank of Marin11,060$518K0.36%-16713F-HRTimeline
Elite Financial, Inc.11,054$518K0.24%+213F-HRTimeline
ERn Financial, LLC11,042$517K0.1%-25213F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA10,860$509K0.1%+53213F-HRTimeline
Montis Financial, LLC10,680$500K0.1%-413F-HRTimeline
McIlrath & Eck, LLC10,657$499K0.05%-49913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC10,643$499K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,636$498K0.03%+59113F-HRTimeline
Latitude Advisors, LLC10,560$495K0.22%+54313F-HRTimeline
Graney & King, LLC10,537$494K0.29%+2313F-HRTimeline
Beacon Pointe Advisors, LLC10,437$489K<0.01%+2213F-HRTimeline
Spinnaker Investment Group, LLC10,392$487K0.09%+74713F-HRTimeline
Snowden Capital Advisors LLC10,350$485K0.01%+62913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…10,347$485K<0.01%+29813F-HRTimelineGroup
Templeton & Phillips Capital Management…10,319$484K0.32%-6213F-HRTimeline
Mengis Capital Management, Inc.10,314$483K0.09%+55213F-HRTimeline
Savvy Advisors, Inc.10,313$483K0.02%+1,69613F-HRTimeline
Curi Capital, LLC10,201$478K0.01%+1,55113F-HRTimeline
Second Line Capital, LLC10,196$478K0.1%-11513F-HRTimeline
PCA Investment Advisory Services Inc.10,145$475K0.17%-2,81613F-HRTimeline
ACT Advisors, LLC.10,096$473K0.19%-23113F-HRTimeline
MAYPORT, LLC10,000$469K0.09%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…9,927$465K0.36%13F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…9,916$465K0.1%13F-HRTimeline
Claro Advisors Inc.9,846$461K0.06%+4213F-HRTimeline
Vawter Financial, Ltd.9,803$459K0.19%+213F-HR/ATimeline
Mystic Asset Management, Inc.9,795$459K0.1%-7513F-HRTimeline
Symphony Financial, Ltd. Co.9,552$451K0.06%-2,05913F-HRTimeline
Anchor Investment Management, LLC9,587$449K0.04%-27613F-HRTimeline
Legacy Advisors, LLC9,475$444K0.05%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC9,379$440K0.02%013F-HRTimeline
Astoria Portfolio Advisors LLC.8,727$439K0.1%+1,80413F-HRTimeline
Grove Bank & Trust9,192$431K0.05%-1,80113F-HRTimeline
Sand Hill Global Advisors, LLC9,187$431K0.02%-1,73813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,164$429K0.03%-2,48213F-HRTimelineGroup
Prospera Financial Services Inc9,158$429K0.01%+2,20013F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV9,160$429K0.24%13F-HRTimeline
Security Financial Services, INC.9,054$424K0.07%-1,66513F-HRTimeline
Parcion Private Wealth LLC8,980$421K0.03%013F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS8,872$416K0.22%13F-HRTimeline
Caldwell Trust Co8,862$415K0.04%-18513F-HRTimeline