Skip to content
Disclosery

SPSM SPDR SERIES TRUST

Follow

SHS (fund)

1,043 managers (1,058 13F filers) reported a position in SPSM shares at 2026-06-30, 217,849,942 shares in all. 103 filers opened a position and 41 filers sold out during the quarter.

Managers
1,043
13F filers
1,058
New
103
Added
428
Reduced
376
Sold out
41
Shares held by filers
217,849,942

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Curi Capital, LLC9,430$544K0.01%-8013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC9,379$541K0.03%013F-HRTimeline
Spinnaker Investment Group, LLC9,348$539K0.09%new13F-HRTimeline
Sand Hill Global Advisors, LLC9,276$535K0.02%013F-HRTimeline
Sterling Wealth Management, Inc.9,221$532K0.13%+1,24613F-HRTimeline
E6 Portfolios, LLC9,218$532K0.42%+28713F-HRTimeline
Grove Bank & Trust9,192$530K0.05%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC9,186$530K0.04%+54813F-HRTimeline
Wallace Advisory Group, LLC9,163$528K0.5%+2,22013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,155$528K0.01%+3,98013F-HRTimelineGroup
Pacific Sun Financial Corp8,992$519K0.21%-3,30613F-HRTimeline
Parcion Private Wealth LLC8,980$518K0.03%013F-HRTimeline
Latitude Advisors, LLC8,904$513K0.2%-25613F-HRTimeline
Wescott Financial Advisory Group, LLC8,863$511K0.04%+213F-HRTimeline
Caldwell Trust Co8,862$511K0.04%013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management8,733$504K<0.01%new13F-HRTimelineGroup
Security Financial Services, INC.8,701$502K0.07%-28713F-HRTimeline
Aureum Wealth Management, LLC8,683$501K0.31%+12513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,676$500K0.02%-1,16513F-HRTimeline
PFG Advisors8,660$499K0.03%-1713F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS8,642$498K0.23%-60613F-HRTimeline
Gunpowder Capital Management, LLC dba O…8,574$494K0.35%-18113F-HRTimeline
VCI Wealth Management LLC8,558$494K0.12%-24613F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV8,507$491K0.26%-34913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,501$490K<0.01%+1,16613F-HRTimelineGroup
IMA Advisory Services, Inc.8,498$490K0.03%+7,05313F-HRTimeline
Advyzon Investment Management, LLC8,470$488K0.04%+4,31013F-HRTimeline
Laraway Financial Advisors Inc8,449$487K0.3%+213F-HRTimeline
Elite Financial, Inc.8,454$487K0.2%-1,65013F-HRTimeline
Horizon Investments, LLC8,442$487K0.01%-5,79413F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA8,438$487K0.09%-2,34913F-HRTimeline
American Investment Services, Inc.8,374$483K0.1%-5,74513F-HRTimeline
ERn Financial, LLC8,353$482K0.08%-22313F-HRTimeline
Keudell/Morrison Wealth Management8,352$482K0.09%+4013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.8,338$481K0.05%+1613F-HRTimeline
Verdence Capital Advisors LLC8,306$479K0.03%-16813F-HRTimeline
Compound Planning, Inc.8,193$472K0.01%+1,40413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,181$472K<0.01%+74413F-HRTimeline
Curry Webb Wealth Management LLC8,177$472K0.2%-8913F-HRTimeline
Center For Asset Management LLC8,060$465K0.21%-5613F-HRTimeline
Greenspring Advisors, LLC8,009$462K0.03%013F-HRTimeline
WealthTrak Capital Management LLC7,956$459K0.3%-6,22113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC8,109$459K0.01%013F-HRTimeline
Oath Planning, LLC7,941$458K0.34%+2913F-HRTimeline
HARMONY ASSET MANAGEMENT LLC7,920$457K0.12%013F-HRTimeline
Oakwell Private Wealth Management, LLC7,911$456K0.08%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Heartland Consultants, Inc.7,902$456K0.03%-16913F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC7,897$455K0.06%013F-HRTimeline
Kelly Financial Services LLC7,868$454K0.1%new13F-HRTimeline
Tyche Wealth Partners LLC7,805$450K0.06%-53313F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC7,788$449K0.11%+74113F-HRTimeline
Fusion Family Wealth, LLC7,727$446K0.03%+15613F-HRTimeline
Astoria Portfolio Advisors LLC.7,710$445K0.08%+6113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,569$436K<0.01%+71013F-HRTimeline
Sandy Cove Advisors, LLC7,536$435K0.11%-36813F-HRTimeline
Stirlingshire Investments, Inc.7,535$435K0.32%-1,36413F-HRTimeline
Triumph Capital Management7,464$430K0.08%+1,38113F-HRTimeline
Balboa Wealth Partners7,431$429K0.06%-4,28613F-HRTimeline
Apeiron RIA LLC7,417$428K0.11%+70113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,416$428K<0.01%+3313F-HRTimelineGroup
Sankala Group LLC7,419$427K0.28%+2913F-HRTimeline
IEQ CAPITAL, LLC7,341$423K<0.01%+9913F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC7,289$420K0.12%+2,89713F-HRTimeline
MONEYWISE, INC.7,272$419K0.16%+1713F-HRTimeline
Spectrum Planning & Advisory Services I…7,271$419K0.19%-19113F-HRTimeline
William Mack & Associates, Inc.7,260$419K0.15%013F-HRTimeline
WORLD EQUITY GROUP, INC.7,253$418K0.09%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC7,174$414K0.09%-31713F-HRTimeline
PCG Wealth Advisors, LLC7,130$411K0.09%+70013F-HRTimeline
YHB Investment Advisors, Inc.7,111$410K0.03%+29713F-HRTimeline
Kovack Advisors, Inc.7,131$410K0.02%new13F-HRTimeline
Acorn Wealth Advisors, LLC7,092$409K0.1%+1,00613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,082$408K0.02%+30613F-HRTimeline
PCB Capital LLC7,052$407K0.5%+1,28813F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC7,025$405K0.01%013F-HRTimeline
PSI Advisors, LLC7,015$405K0.09%+1,88313F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.7,001$404K0.19%+23513F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC6,984$403K0.1%+2413F-HRTimeline
High Probability Advisors, LLC6,977$402K0.04%+31513F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC6,968$402K0.08%-27413F-HRTimeline
Intrepid Financial Planning Group LLC6,949$401K0.14%-2413F-HRTimeline
Spartan Planning & Wealth Management6,946$401K0.27%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,941$400K<0.01%+1,33113F-HRTimelineGroup
Sunpointe, LLC6,935$400K0.11%-1,19713F-HRTimeline
Venture Visionary Partners LLC6,904$398K0.01%-75313F-HRTimeline
Carr Financial Group Corp6,864$396K0.09%+24613F-HRTimeline
Paragon Advisors, LLC6,849$395K0.08%+26913F-HRTimeline
FIDELITY D & D BANCORP INC6,848$395K0.14%+9113F-HRTimeline
Avantax Planning Partners, Inc.6,845$395K0.01%-28913F-HRTimeline
Keel Point, LLC6,813$393K0.02%-10713F-HRTimeline
OpenArc Corporate Advisory, LLC6,813$393K<0.01%-80313F-HRTimeline
January Capital Advisors LLC6,803$392K0.33%013F-HRTimeline
Hopwood Financial Services, Inc.6,778$391K0.23%-5213F-HRTimeline
OPTIMA CAPITAL LLC6,751$389K0.15%-19813F-HRTimeline
Richard W. Paul & Associates, LLC6,699$386K0.12%-20813F-HRTimeline
Narus Financial Partners, LLC6,689$386K0.1%-66613F-HRTimeline
PAX Financial Group, LLC6,677$385K0.06%-27313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC6,668$385K0.01%013F-HRTimeline
WealthPlan Investment Management, LLC6,653$384K0.02%-1,94513F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS6,573$379K0.15%-2313F-HRTimeline
Bridgelight Financial Advisors, Inc.6,567$379K0.26%-813F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC6,515$376K0.02%013F-HRTimeline
EJMK Ventures LLC6,480$374K0.17%013F-HRTimeline
Sherman Wealth Management LLC6,427$371K0.28%+2413F-HRTimeline
USAdvisors Wealth Management, LLC6,370$367K0.11%-13713F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC6,335$365K0.06%-39613F-HRTimeline
BURLING WEALTH PARTNERS, LLC6,276$362K0.05%+93213F-HRTimeline
Red Mountain Financial, LLC6,275$362K0.3%+67813F-HRTimeline
Diversified Enterprises, LLC6,169$356K0.02%-2213F-HRTimeline
Keebeck Wealth Management6,168$356K0.03%013F-HRTimeline
JDM Financial Group LLC6,129$353K0.12%-40813F-HRTimeline
BLB&B Advisors, LLC6,059$349K0.01%-96713F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP6,000$346K0.04%013F-HRTimeline
Barnes Dennig Private Wealth Management…5,985$345K0.28%+2,25213F-HRTimeline
Lavaca Capital LLC5,972$344K0.04%+1,07113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV5,963$344K0.04%-12513F-HRTimeline
HUB Investment Partners, LLC5,911$341K0.01%+2313F-HRTimeline
Foundations Investment Advisors, LLC5,853$338K<0.01%-18,95213F-HRTimeline
SAPIENT CAPITAL LLC5,828$336K<0.01%013F-HR/ATimeline
MBE Wealth Management, LLC5,780$333K0.12%-40113F-HRTimeline
Acropolis Investment Management, LLC5,742$331K0.01%013F-HR/ATimeline
Argent Trust Co5,741$331K0.01%-11513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,739$331K0.01%-5,71513F-HRTimelineGroup
IFG Advisory, LLC5,729$330K0.01%new13F-HRTimeline
Rock Point Advisors, LLC5,728$330K0.08%-313F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC5,725$330K0.15%+113F-HRTimeline
Welch & Forbes LLC5,700$329K<0.01%-1,56313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,698$329K<0.01%new13F-HR/ATimelineGroup
GUIDANCE CAPITAL, INC5,742$328K0.07%new13F-HRTimeline
Plan A Wealth LLC5,688$328K0.14%-38413F-HRTimeline
Rehmann Capital Advisory Group5,663$327K0.01%-213F-HRTimeline
Quest 10 Wealth Builders, Inc.5,649$326K0.25%-15513F-HRTimeline
United Advisor Group, LLC5,632$325K0.03%+16613F-HRTimeline
Trek Financial, LLC5,579$322K0.02%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,570$321K0.01%+55413F-HRTimeline
Optimist Retirement Group LLC5,564$321K0.12%+413F-HRTimeline
Main Street Financial Solutions, LLC5,562$321K0.02%+2113F-HRTimeline
Aspen Wealth Management LLC5,527$319K0.05%+1913F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA5,453$314K0.04%new13F-HRTimelineGroup
TSFG, LLC5,451$314K0.04%+513F-HRTimeline
Continuum Advisory, LLC5,388$311K0.03%-50813F-HRTimeline
Brio Consultants, LLC5,374$310K0.04%+713F-HRTimeline
Stegent Equity Advisors, Inc.5,371$310K0.22%013F-HRTimeline
STOCK YARDS BANK & TRUST CO5,366$309K0.01%013F-HR/ATimeline
Mascagni Wealth Management, Inc.5,349$308K0.19%+5113F-HRTimeline
HBW ADVISORY SERVICES LLC5,349$308K0.03%+1,00613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO5,336$308K0.03%013F-HRTimeline
Cranbrook Wealth Management, LLC5,326$307K0.06%+113F-HRTimeline
N.E.W. Advisory Services LLC5,272$304K0.02%+5413F-HRTimeline
National Wealth Management Group, LLC5,237$302K0.09%-41113F-HRTimeline
Financial Solutions Advisory Group, Inc.5,330$302K0.04%013F-HRTimeline
Duncan Williams Asset Management, LLC5,216$301K0.07%013F-HRTimeline
Bernard Wealth Management Corp.5,202$300K0.11%013F-HRTimeline
Capital Asset Advisory Services LLC5,182$299K0.01%+1,38013F-HRTimeline
Trinity Wealth Management, LLC5,170$298K0.09%-8513F-HRTimeline
Whitegate Investment Counselors, Inc.5,155$297K0.08%013F-HRTimeline
Councilor Wealth, LLC5,136$296K0.12%-11213F-HRTimeline
Ironwood Financial, llc5,248$296K0.05%-15213F-HRTimeline
Milestone Asset Management Group, LLC5,106$294K0.15%-67213F-HRTimeline
SENTINEL PENSION ADVISORS, LLC5,176$294K0.04%-82213F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,172$292K0.07%+1613F-HRTimeline
Ketron Financial5,030$290K0.09%-1,96313F-HRTimeline
Main Line Retirement Advisors, LLC5,005$289K0.13%+1013F-HRTimeline
Dorsey & Whitney Trust CO LLC4,981$287K0.01%013F-HRTimeline
Beaumont Financial Advisors, LLC4,959$286K0.02%-66513F-HRTimeline
Integrity Financial Corp /WA4,943$285K0.14%-1,96913F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC4,939$285K0.04%+1813F-HRTimeline
Sigma Planning Corp4,920$284K0.01%+63113F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV4,896$282K0.09%013F-HRTimeline
Kelman-Lazarov, Inc.4,878$281K0.04%-10113F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC4,861$280K0.07%-12713F-HRTimeline
DV Trading LLC4,849$280K0.02%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC4,736$273K0.02%013F-HRTimelineGroup
Hamilton Wealth, LLC4,721$272K0.05%013F-HRTimeline
Factor Wealth Management LTD4,674$270K0.04%-2,13213F-HRTimeline
Kraft, Davis & Associates, LLC4,820$269K0.06%+2113F-HRTimeline
Snowden Capital Advisors LLC4,636$267K0.01%-5,72513F-HRTimeline
RCW Management, LLC4,619$266K0.24%+41113F-HRTimeline
Strategies Wealth Advisors, LLC4,614$266K0.02%new13F-HRTimeline
Strategic Wealth Partners, Ltd.4,597$265K0.02%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,591$265K0.01%new13F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…4,671$264K0.05%new13F-HRTimeline
Stanich Group LLC4,570$264K0.17%-9613F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC4,503$260K<0.01%+16613F-HRTimelineGroup
Glenview Trust Co4,500$260K<0.01%013F-HR/ATimeline
Counterweight Ventures, LLC4,489$259K0.13%013F-HRTimeline
Pine Valley Investments Ltd Liability Co4,488$259K0.01%+313F-HRTimeline
Strategic Investment Advisors / MI4,484$259K0.02%+51413F-HRTimeline
Professional Financial Advisors, LLC4,471$258K0.04%+14413F-HRTimeline
GSG Advisors LLC4,448$256K0.06%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,445$256K0.01%-9,27013F-HRTimelineGroup
Sovran Advisors, LLC4,554$255K0.02%-35013F-HRTimeline
Mesirow Financial Investment Management…4,356$251K<0.01%+1013F-HRTimeline
Guardian Wealth Advisors, LLC4,335$250K0.13%-2213F-HRTimeline
Wealthquest Corp4,329$250K0.02%-14113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS4,312$249K0.01%new13F-HRTimelineGroup
Accretive Wealth Partners, LLC4,293$248K0.06%-13713F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC4,282$247K0.06%new13F-HRTimeline
STEVENS CAPITAL PARTNERS4,280$247K0.05%-15413F-HRTimeline
Fonville Wealth Management LLC4,267$246K0.04%013F-HRTimeline