Skip to content
Disclosery

SPSM SPDR SERIES TRUST

Follow

SHS (fund)

919 managers (929 13F filers) reported a position in SPSM shares at 2024-12-31, 206,190,637 shares in all. 68 filers opened a position and 54 filers sold out during the quarter.

Managers
919
13F filers
929
New
68
Added
412
Reduced
265
Sold out
54
Shares held by filers
206,190,637

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Caldwell Trust Co9,047$406K0.04%-10513F-HRTimeline
PAX Financial Group, LLC9,005$405K0.07%-46013F-HRTimeline
Mengis Capital Management, Inc.8,998$404K0.08%+2,35913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,992$404K0.02%+2,63313F-HRTimelineGroup
OPTIMA CAPITAL LLC8,918$401K0.28%13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC8,865$398K0.16%+1,70013F-HRTimeline
Moloney Securities Asset Management, LLC8,854$398K0.05%-2,26213F-HRTimeline
Mystic Asset Management, Inc.8,830$397K0.11%+15013F-HRTimeline
VICUS CAPITAL8,823$396K0.04%+59013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,737$392K0.06%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,678$390K<0.01%-10113F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC8,560$385K0.15%+2,52913F-HRTimeline
Sandy Cove Advisors, LLC8,438$379K0.15%+8213F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,424$378K0.01%+2,54413F-HRTimeline
Prospera Financial Services Inc8,333$375K0.01%+35313F-HRTimeline
Summit Trail Advisors, LLC8,324$374K0.01%013F-HRTimeline
Quantinno Capital Management LP8,324$374K<0.01%new13F-HRTimeline
BRIGHTON JONES LLC8,316$374K0.01%new13F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC8,314$373K0.01%013F-HRTimeline
Retirement Planning Group, LLC8,266$371K0.02%+87413F-HRTimeline
Compound Planning, Inc.8,181$368K0.02%-2,03013F-HRTimeline
Legacy Advisors, LLC8,171$367K0.04%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC8,147$366K0.11%+813F-HRTimeline
Continuum Advisory, LLC8,125$365K0.05%-113F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors8,000$359K0.05%013F-HRTimelineGroup
Sterling Wealth Management, Inc.7,975$358K0.13%013F-HRTimeline
Independent Wealth Network Inc.7,971$358K0.15%+42213F-HRTimeline
Belpointe Asset Management LLC7,898$358K0.02%+20713F-HRTimeline
Oakwell Private Wealth Management, LLC7,911$355K0.1%013F-HRTimeline
Richmond Investment Services, LLC7,907$355K0.2%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,907$355K<0.01%+4,26113F-HRTimelineGroup
KAVAR CAPITAL PARTNERS GROUP, LLC7,888$354K0.06%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC7,866$353K0.05%-50013F-HRTimeline
Fusion Family Wealth, LLC7,860$353K0.03%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC7,859$353K0.03%013F-HRTimeline
Laraway Financial Advisors Inc7,825$351K0.27%+413F-HRTimeline
Vantage Investment Partners, LLC7,825$351K0.03%-91513F-HRTimeline
Cornerstone Wealth Group, LLC7,716$347K0.03%new13F-HRTimeline
Sebold Capital Management, Inc.7,677$345K0.23%-7513F-HRTimeline
SWMG, LLC7,329$340K0.14%-5713F-HRTimeline
Center For Asset Management LLC7,551$339K0.22%-11613F-HRTimeline
Carr Financial Group Corp7,538$339K0.11%-12913F-HRTimeline
Graypoint LLC7,522$338K0.02%+613F-HRTimeline
Marion Wealth Management7,497$337K0.09%+16313F-HRTimeline
Magnolia Private Wealth, LLC7,350$330K0.29%13F-HRTimeline
Welch & Forbes LLC7,298$328K<0.01%+17613F-HRTimeline
William Mack & Associates, Inc.7,260$326K0.34%13F-HRTimeline
WealthPLAN Partners, LLC7,233$325K0.05%-1,28813F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.7,193$323K0.08%+70213F-HRTimelineGroup
Adero Partners, LLC7,184$323K0.02%013F-HRTimeline
Hopwood Financial Services, Inc.7,179$322K0.24%13F-HRTimeline
Coordinated Financial Services, Inc.7,104$319K0.25%13F-HRTimeline
First Heartland Consultants, Inc.7,058$317K0.03%+1,18513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC7,025$316K0.01%+4213F-HRTimeline
Fulton Bank, N.A.7,000$314K0.01%new13F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…6,980$314K0.24%+38513F-HRTimeline
Strategic Investment Advisors / MI6,972$313K0.03%-31513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,946$312K0.01%+1,39713F-HRTimelineGroup
Diversified Enterprises, LLC6,914$311K0.03%+1,69513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP6,897$310K<0.01%new13F-HRTimelineGroup
MBE Wealth Management, LLC6,875$309K0.17%-47113F-HRTimeline
JDM Financial Group LLC6,795$305K0.16%+213F-HRTimeline
Kelly Financial Services LLC6,779$305K0.11%-5,19013F-HR/ATimeline
LOCKERMAN FINANCIAL GROUP, INC.6,778$304K0.52%+25113F-HRTimeline
HM PAYSON & CO6,764$304K0.01%+2,49313F-HRTimeline
AIFG Consultants Ltd.6,722$302K0.49%-72513F-HRTimeline
Avantax Planning Partners, Inc.6,703$301K0.01%013F-HRTimeline
Alexis Investment Partners, LLC6,696$301K0.15%13F-HRTimeline
Haven Private, LLC6,650$299K0.17%13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS6,640$298K0.25%+3413F-HRTimeline
Fox Financial, Inc6,595$296K0.27%-5,20513F-HRTimeline
Prosperity Consulting Group, LLC6,592$296K0.02%-113F-HRTimeline
Intrepid Financial Planning Group LLC6,582$296K0.12%+11213F-HRTimeline
Sightline Wealth Advisors, LLC6,580$296K0.16%-3,11613F-HRTimeline
N.E.W. Advisory Services LLC6,547$294K0.03%+37313F-HRTimeline
SENTINEL TRUST CO LBA6,539$294K0.03%-2,15413F-HRTimeline
Amplius Wealth Advisors, LLC6,494$292K0.03%-513F-HRTimeline
Collier Financial6,475$291K0.26%13F-HRTimeline
VCI Wealth Management LLC6,365$286K0.12%+31813F-HR/ATimeline
Smartleaf Asset Management LLC6,346$285K0.03%+5,34213F-HRTimeline
American Financial Advisors, LLC6,297$283K0.04%+55913F-HRTimeline
Keudell/Morrison Wealth Management6,282$282K0.07%+14813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,260$281K<0.01%new13F-HRTimelineGroup
Acropolis Investment Management, LLC6,258$281K0.02%013F-HRTimeline
Main Line Retirement Advisors, LLC6,238$280K0.18%+2813F-HRTimeline
Bleakley Financial Group, LLC6,236$280K0.01%+1,44713F-HRTimeline
Root Financial Partners, LLC6,218$279K0.03%new13F-HRTimeline
Keebeck Wealth Management6,168$277K0.04%new13F-HRTimeline
Braun-Bostich & Associates Inc.6,051$272K0.2%+213F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC6,042$271K0.14%-13413F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP6,018$270K0.05%013F-HRTimeline
TSFG, LLC6,021$270K0.06%-2,49113F-HRTimeline
SENTINEL PENSION ADVISORS, LLC5,992$269K0.05%-6,00513F-HRTimeline
POWER WEALTH MANAGEMENT LLC5,979$269K0.11%+1,30813F-HRTimeline
Burt Wealth Advisors5,956$268K0.07%013F-HRTimeline
Stanich Group LLC5,918$266K0.2%13F-HRTimeline
One Capital Management, LLC5,914$266K0.01%-2,10813F-HRTimeline
Keystone Financial Group5,905$265K0.03%+66613F-HRTimeline
Argent Trust Co5,903$265K0.01%+1,27613F-HRTimeline
Visionary Wealth Advisors5,898$265K0.02%-80713F-HRTimeline
Intrua Financial, LLC5,889$265K0.04%-1,78413F-HRTimeline
SAPIENT CAPITAL LLC5,828$262K<0.01%013F-HRTimeline
Cascade Financial Partners, LLC5,814$261K0.03%+513F-HRTimeline
SYNOVUS FINANCIAL CORP5,805$261K<0.01%-6,95013F-HRTimeline
Keel Point, LLC5,736$258K0.02%+1,14713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC5,606$252K0.02%+24713F-HRTimelineGroup
NorthCoast Asset Management LLC5,598$252K<0.01%new13F-HR/ATimeline
Syntegra Private Wealth Group, LLC5,598$251K0.03%-28613F-HRTimeline
National Wealth Management Group, LLC5,571$250K0.17%-20613F-HRTimeline
Optimist Retirement Group LLC5,538$249K0.12%-60013F-HRTimeline
Mainstream Capital Management LLC5,534$249K0.17%-3613F-HRTimeline
Five Oceans Advisors5,527$248K0.11%-20713F-HRTimeline
Rehmann Capital Advisory Group5,523$248K0.02%+37613F-HRTimeline
Spectrum Planning & Advisory Services I…5,449$245K0.21%-53913F-HRTimeline
Stelac Advisory Services LLC5,441$245K0.1%013F-HRTimeline
Ellis Investment Partners, LLC5,426$244K0.05%+313F-HRTimeline
Stegent Equity Advisors, Inc.5,419$243K0.25%013F-HRTimeline
Capital Asset Advisory Services LLC5,340$242K0.01%-2913F-HRTimeline
Aspen Wealth Management LLC5,379$242K0.07%-7613F-HRTimeline
Professional Financial Advisors, LLC5,361$241K0.06%+613F-HRTimeline
High Probability Advisors, LLC5,343$240K0.04%+50913F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV5,288$238K0.09%-21313F-HRTimeline
Bernard Wealth Management Corp.5,202$234K0.11%13F-HR/ATimeline
TrinityPoint Wealth, LLC5,196$233K0.03%-1,07013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,160$232K0.01%-79513F-HRTimeline
Ironwood Financial, llc5,144$231K0.05%new13F-HRTimeline
Capital Investment Advisory Services, L…5,111$230K0.02%013F-HRTimeline
Red Mountain Financial, LLC5,099$229K0.25%-21513F-HRTimeline
Consolidated Portfolio Review Corp5,082$228K0.04%new13F-HRTimeline
Maia Wealth LLC4,920$228K0.05%+6913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC5,075$228K0.03%-39413F-HRTimeline
Elios Financial Group Inc.5,047$227K0.11%-1,06213F-HRTimeline
Lion Street Advisors, LLC5,002$225K0.07%+39613F-HRTimeline
Simplicity Wealth,LLC4,961$223K0.05%new13F-HRTimeline
SVB WEALTH LLC4,950$222K<0.01%new13F-HRTimeline
Wallace Advisory Group, LLC4,880$222K0.15%-28013F-HRTimeline
McKinley Carter Wealth Services, Inc.4,924$221K0.01%-1,24713F-HRTimeline
Guardian Wealth Advisors, LLC4,922$221K0.14%013F-HRTimeline
Convergence Financial, LLC4,911$221K0.04%-2,94513F-HRTimeline
Sheaff Brock Investment Advisors, LLC4,886$219K0.02%+1013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…4,845$218K0.04%-33313F-HRTimeline
Balefire, LLC4,841$217K0.07%+77613F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC4,822$217K0.04%+3013F-HRTimeline
Sovran Advisors, LLC4,792$215K0.03%13F-HRTimeline
High Falls Advisors, Inc4,779$215K0.05%013F-HRTimeline
Capital Investment Advisors, LLC4,769$214K<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC4,766$214K0.05%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC4,736$213K0.04%-34113F-HRTimelineGroup
Beaumont Financial Advisors, LLC4,725$212K0.02%-1,75413F-HRTimeline
Oliver Luxxe Assets LLC4,618$210K0.04%013F-HR/ATimeline
Glenview Trust Co4,613$207K<0.01%new13F-HRTimeline
Round Rock Advisors LLC4,610$207K0.04%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,586$206K0.01%-25413F-HRTimeline
NAPA WEALTH MANAGEMENT4,573$205K0.09%+10313F-HRTimeline
Bison Wealth, LLC4,527$203K0.02%13F-HRTimeline
Pine Valley Investments Ltd Liability Co4,509$203K0.01%-2513F-HRTimeline
Counterweight Ventures, LLC4,489$202K0.14%013F-HRTimeline
Mascagni Wealth Management, Inc.4,925$201K0.2%13F-HR/ATimeline
WILLNER & HELLER, LLC4,464$201K0.18%-16213F-HRTimeline
Independence Bank of Kentucky4,233$190K0.03%013F-HRTimeline
Castleview Partners, LLC4,112$185K0.1%+27213F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,058$182K0.01%-3,18113F-HRTimeline
Northwest Capital Management Inc3,994$179K0.08%+1,72913F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI3,899$175K0.03%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,801$171K0.02%+24313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,796$171K<0.01%-55713F-HRTimeline
Talon Private Wealth, LLC3,789$170K0.04%+3,59613F-HR/ATimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,775$170K<0.01%013F-HRTimelineGroup
WASHINGTON TRUST Co3,759$169K0.01%+1,82013F-HRTimeline
Sachetta, LLC3,584$161K0.06%+3413F-HRTimeline
Lavaca Capital LLC3,410$153K0.07%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,406$153K<0.01%-44113F-HRTimeline
SIMPLEX TRADING, LLC3,216$144K<0.01%+2,92513F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,168$143K0.06%+12213F-HRTimeline
NFSG Corp3,111$140K0.04%013F-HRTimeline
Blue Trust, Inc.3,105$139K<0.01%-69013F-HR/ATimeline
BALLAST ADVISORS LLC3,052$137K0.04%-81413F-HRTimeline
SIMA Wealth Partners, LLC2,767$124K0.11%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,701$121K0.01%013F-HRTimeline
S.A. Mason LLC2,488$112K0.06%-1213F-HRTimeline
Dogwood Wealth Management LLC2,438$110K0.06%+20813F-HRTimeline
Sage Mountain Advisors LLC2,381$107K0.01%+19513F-HRTimeline
West Branch Capital LLC2,341$105K0.03%013F-HRTimeline
WHITTIER TRUST CO2,329$105K<0.01%-37013F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,283$103K0.01%+1513F-HRTimeline
Orion Capital Management LLC2,278$102K0.05%new13F-HRTimeline
Vermillion & White Wealth Management Gr…2,264$102K0.07%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,215$99.5K0.01%+2013F-HRTimeline
Medallion Wealth Advisors, LLC2,262$95.9K0.05%13F-HRTimeline
Caitlin John, LLC2,124$95.4K0.06%+21313F-HRTimeline
Cyrus J. Lawrence, LLC1,947$87K0.02%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,926$86.5K<0.01%013F-HRTimelineGroup
Smithfield Trust Co1,831$77K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC1,585$71.2K0.01%+6113F-HRTimeline
PrairieView Partners, LLC1,586$71K0.01%-67113F-HRTimeline
Kathleen S. Wright Associates Inc.1,566$70.4K0.03%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,542$69.3K<0.01%013F-HRTimeline
GAMMA Investing LLC1,498$67.3K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.1,438$66.5K0.03%13F-HRTimeline
Capital Advisors, Ltd. LLC1,473$66K0.01%013F-HRTimeline