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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

885 managers (895 13F filers) reported a position in SPSM shares at 2025-03-31, 194,580,916 shares in all. 56 filers opened a position and 83 filers sold out during the quarter.

Managers
885
13F filers
895
New
56
Added
360
Reduced
349
Sold out
83
Shares held by filers
194,580,916

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Gradient Investments LLCin group Gradient Investments LLC8,390$342K0.01%new13F-HRTimelineGroup
ACAS, LLC8,703$342K0.26%-26713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,338$340K<0.01%-34013F-HRTimelineGroup
Summit Trail Advisors, LLC8,324$339K0.01%013F-HRTimeline
Independent Wealth Network Inc.8,313$339K0.14%+34213F-HRTimeline
Capital Planning Advisors, LLC8,298$338K0.05%-7,01413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC8,214$335K0.01%-10013F-HRTimeline
American Financial Advisors, LLC8,197$334K0.05%+1,90013F-HRTimeline
Legacy Advisors, LLC8,171$333K0.03%013F-HRTimeline
International Private Wealth Advisors L…8,128$331K0.32%-5,49413F-HRTimeline
Marion Wealth Management8,019$327K0.09%+52213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC8,000$326K0.13%-56013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors8,000$326K0.05%013F-HRTimelineGroup
VAN DEN BERG MANAGEMENT I, INC7,944$324K0.1%-20313F-HRTimeline
HARMONY ASSET MANAGEMENT LLC7,930$323K0.14%-93513F-HRTimeline
Fusion Family Wealth, LLC7,913$323K0.03%+5313F-HRTimeline
Oakwell Private Wealth Management, LLC7,911$322K0.09%013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC7,888$322K0.05%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,861$320K0.02%-5,45213F-HRTimelineGroup
EHRLICH FINANCIAL GROUP7,861$320K0.23%-6,79313F-HRTimeline
Prospera Financial Services Inc7,827$319K0.01%-50613F-HRTimeline
Vantage Investment Partners, LLC7,825$319K0.03%013F-HRTimeline
Laraway Financial Advisors Inc7,765$317K0.25%-6013F-HRTimeline
Wallace Advisory Group, LLC7,034$316K0.22%+2,15413F-HRTimeline
Purkiss Capital Advisors LLC7,716$315K0.24%-5,96313F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP7,710$314K<0.01%new13F-HRTimelineGroup
Richard W. Paul & Associates, LLC7,672$313K0.12%-1,75413F-HRTimeline
HM PAYSON & CO7,666$312K0.01%+90213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC7,662$312K0.02%-19713F-HRTimeline
WealthPLAN Partners, LLC7,558$308K0.04%+32513F-HRTimeline
Carr Financial Group Corp7,556$308K0.1%+1813F-HRTimeline
Sebold Capital Management, Inc.7,554$308K0.2%-12313F-HRTimeline
Adero Partners, LLC7,358$300K0.02%+17413F-HRTimeline
TWO SIGMA SECURITIES, LLC7,354$300K0.05%-5,52913F-HRTimeline
Magnolia Private Wealth, LLC7,350$300K0.25%013F-HRTimeline
Welch & Forbes LLC7,298$297K<0.01%013F-HRTimeline
William Mack & Associates, Inc.7,260$296K0.25%013F-HRTimeline
AMARA FINANCIAL, LLC.7,257$296K0.27%new13F-HRTimeline
Alexis Investment Partners, LLC7,226$295K0.14%+53013F-HRTimeline
Graypoint LLC7,211$294K0.02%-31113F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.7,193$293K0.44%+41513F-HRTimeline
Coordinated Financial Services, Inc./CO7,127$290K0.22%13F-HRTimeline
Hopwood Financial Services, Inc.7,093$289K0.22%-8613F-HRTimeline
Keudell/Morrison Wealth Management7,092$289K0.07%+81013F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC7,033$287K0.3%-17,02613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC7,025$286K0.01%013F-HRTimeline
Diversified Enterprises, LLC6,959$284K0.02%+4513F-HRTimeline
Keystone Financial Group6,903$282K0.03%+99813F-HRTimeline
Fulton Bank, N.A.6,896$281K0.01%-10413F-HRTimeline
Smartleaf Asset Management LLC6,867$279K0.03%+52113F-HRTimeline
OPTIMA CAPITAL LLC6,839$279K0.18%-2,07913F-HRTimeline
Intrepid Financial Planning Group LLC6,809$278K0.13%+22713F-HRTimeline
SYNOVUS FINANCIAL CORP6,744$275K<0.01%+93913F-HRTimeline
AIFG Consultants Ltd.6,729$274K0.45%+713F-HRTimeline
Avantax Planning Partners, Inc.6,703$273K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC6,668$272K0.01%-16,67213F-HRTimeline
JDM Financial Group LLC6,662$272K0.14%-13313F-HRTimeline
Haven Private, LLC6,650$271K0.15%013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS6,621$270K0.21%-1913F-HRTimeline
USAdvisors Wealth Management, LLC6,549$266K0.09%-2,94313F-HRTimeline
Center For Asset Management LLC6,500$265K0.16%-1,05113F-HRTimeline
Leverty Financial Group, LLC6,487$264K0.11%new13F-HRTimeline
MBE Wealth Management, LLC6,483$264K0.13%-39213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP6,433$262K<0.01%-46413F-HRTimelineGroup
Keel Point, LLC6,399$261K0.02%+66313F-HRTimeline
SAPIENT CAPITAL LLC6,355$259K0.01%+52713F-HRTimeline
Sigma Planning Corp6,337$258K0.01%-23,28313F-HRTimeline
Trexquant Investment LP6,295$257K<0.01%new13F-HRTimeline
Councilor Wealth, LLC6,290$256K0.13%new13F-HRTimeline
Prosperity Consulting Group, LLC6,259$255K0.02%-33313F-HRTimeline
Virtue Capital Management, LLC6,250$255K0.03%new13F-HRTimeline
Acropolis Investment Management, LLC6,258$255K0.02%013F-HRTimeline
Burt Wealth Advisors6,213$253K0.06%+25713F-HRTimeline
Balboa Wealth Partners6,193$252K0.06%-6,07213F-HRTimeline
Quest 10 Wealth Builders, Inc.6,190$252K0.27%-3,72313F-HRTimeline
Main Line Retirement Advisors, LLC6,177$252K0.16%-6113F-HRTimeline
Keebeck Wealth Management6,168$251K0.04%013F-HRTimeline
Continuum Advisory, LLC6,149$251K0.03%-1,97613F-HRTimeline
High Probability Advisors, LLC6,108$249K0.04%+76513F-HRTimeline
Curi Capital, LLC6,050$247K0.01%-6,27213F-HRTimeline
Talon Private Wealth, LLC5,648$246K0.03%+1,85913F-HRTimeline
TSFG, LLC6,027$246K0.05%+613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,021$245K0.01%-2,97113F-HRTimelineGroup
NOESIS CAPITAL MANGEMENT CORP6,000$245K0.05%-1813F-HR/ATimeline
Northwest Capital Management Inc5,982$244K0.1%+1,98813F-HRTimeline
MMA ASSET MANAGEMENT LLC5,943$242K0.1%new13F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC5,942$242K0.13%-10013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC5,899$240K0.04%-9313F-HRTimeline
Amplius Wealth Advisors, LLC5,831$238K0.02%-66313F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC5,803$237K0.02%+19713F-HRTimelineGroup
One Capital Management, LLC5,782$236K0.01%-13213F-HRTimeline
Argent Trust Co5,752$234K0.01%-15113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,744$234K0.01%-4,32513F-HRTimeline
NorthCoast Asset Management LLC5,736$234K<0.01%+13813F-HR/ATimeline
Duncan Williams Asset Management, LLC5,637$230K0.08%new13F-HRTimeline
Rehmann Capital Advisory Group5,630$229K0.01%+10713F-HRTimeline
CX Institutional5,558$227K0.01%new13F-HRTimeline
Intrua Financial, LLC5,543$226K0.04%-34613F-HRTimeline
Optimist Retirement Group LLC5,542$226K0.11%+413F-HRTimeline
SHAPIRO CAPITAL MANAGEMENT LLC5,500$224K0.01%-15,50013F-HRTimeline
National Wealth Management Group, LLC5,485$224K0.15%-8613F-HRTimeline
Aspen Wealth Management LLC5,416$221K0.06%+3713F-HRTimeline
Ironwood Financial, llc5,399$220K0.05%+25513F-HRTimeline
LANARK FINANCIAL, INC.5,384$219K0.02%+5,37913F-HRTimeline
Stegent Equity Advisors, Inc.5,371$219K0.22%-4813F-HRTimeline
Maia Wealth LLC5,815$219K0.05%+89513F-HRTimeline
Fox Financial, Inc5,350$218K0.21%-1,24513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,317$217K<0.01%new13F-HRTimeline
Professional Financial Advisors, LLC5,314$217K0.06%-4713F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,746$216K0.08%-5,25813F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV5,289$216K0.08%+113F-HRTimeline
Whitegate Investment Counselors, Inc.5,258$214K0.08%-4,43013F-HRTimeline
Bernard Wealth Management Corp.5,202$212K0.1%013F-HRTimeline
Stanich Group LLC5,194$212K0.16%-72413F-HRTimeline
First Heartland Consultants, Inc.5,121$209K0.02%-1,93713F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC5,113$208K0.1%-5,58013F-HRTimeline
Red Mountain Financial, LLC5,112$208K0.25%+1313F-HRTimeline
Barnes Wealth Management Group, Inc5,080$207K0.13%-10,03013F-HRTimeline
Glenview Trust Co5,017$204K<0.01%+40413F-HR/ATimeline
Elios Financial Group Inc.4,986$203K0.1%-6113F-HRTimeline
Consolidated Portfolio Review Corp4,978$203K0.03%-10413F-HRTimeline
Sheaff Brock Investment Advisors, LLC4,942$201K0.02%+5613F-HRTimeline
Sightline Wealth Advisors, LLC4,927$201K0.11%-1,65313F-HRTimeline
Mascagni Wealth Management, Inc.4,925$201K0.2%013F-HR/ATimeline
Guardian Wealth Advisors, LLC4,922$201K0.13%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC4,812$196K0.03%-26313F-HRTimeline
Cranbrook Wealth Management, LLC4,766$194K0.05%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC4,736$193K0.04%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV4,640$189K0.02%+58213F-HRTimeline
Capital Investment Advisory Services, L…4,443$181K0.02%-66813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,442$181K<0.01%-3,46513F-HRTimelineGroup
Independence Bank of Kentucky4,233$173K0.03%013F-HRTimeline
Blue Trust, Inc.4,219$172K<0.01%+1,11413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,070$166K0.05%+26913F-HRTimeline
MJT & Associates Financial Advisory Gro…3,929$160K0.15%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,782$154K<0.01%-1413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,775$154K<0.01%013F-HRTimelineGroup
WASHINGTON TRUST Co3,759$153K0.01%013F-HRTimeline
Sachetta, LLC3,613$147K0.06%+2913F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI3,566$145K0.03%-33313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,265$133K<0.01%-14113F-HRTimeline
NFSG Corp3,111$127K0.03%013F-HRTimeline
Horizon Investments, LLC3,018$123K<0.01%+2,54213F-HRTimeline
BALLAST ADVISORS LLC2,948$120K0.04%-10413F-HRTimeline
Lavaca Capital LLC2,823$115K0.05%-58713F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,759$113K0.05%-40913F-HRTimeline
SIMA Wealth Partners, LLC2,767$113K0.09%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,673$109K<0.01%+39013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,562$104K<0.01%new13F-HRTimeline
S.A. Mason LLC2,562$104K0.06%+7413F-HRTimeline
Olde Wealth Management, LLC2,566$104K0.04%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,480$101K0.01%-22113F-HRTimeline
SVB WEALTH LLC2,399$97.8K<0.01%-2,55113F-HRTimeline
Sage Mountain Advisors LLC2,381$97K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC2,359$96.3K0.04%+9713F-HRTimeline
Dogwood Wealth Management LLC2,354$95.9K0.05%-8413F-HRTimeline
WHITTIER TRUST CO2,329$94.9K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,241$91.4K0.01%+2613F-HRTimeline
Abound Wealth Management2,105$85.8K0.03%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,059$83.9K<0.01%+13313F-HRTimelineGroup
Stonebridge Financial Group, LLC1,843$75.1K0.01%-31,79913F-HRTimeline
Flaharty Asset Management, LLC1,836$74.8K0.01%new13F-HRTimeline
Orion Capital Management LLC1,790$73K0.03%-48813F-HRTimeline
Smithfield Trust Co1,831$70K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1,608$65.5K0.03%+82513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,542$62.9K<0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.1,530$62.4K0.03%-3613F-HRTimeline
HHM Wealth Advisors, LLC1,504$61.3K0.01%+3813F-HRTimeline
GAMMA Investing LLC1,498$61.1K<0.01%013F-HR/ATimeline
PrairieView Partners, LLC1,498$61K0.01%-8813F-HRTimeline
Capital Advisors, Ltd. LLC1,473$60K0.01%013F-HRTimeline
ATWOOD & PALMER INC1,385$56.5K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,364$55.6K<0.01%+1,31913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,343$54.7K<0.01%+2413F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST1,334$54.4K0.01%013F-HRTimeline
Hexagon Capital Partners LLC1,275$52K0.01%+1,26613F-HRTimeline
JFS WEALTH ADVISORS, LLC1,272$51.8K<0.01%+913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,215$49.5K<0.01%-5613F-HRTimelineGroup
Sandy Spring Bank1,167$47.6K<0.01%-5613F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,089$44.4K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co1,075$43.8K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,063$43.3K<0.01%013F-HRTimeline
Capital Investment Counsel, Inc1,034$42.1K0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/973$39.7K0.02%+59613F-HRTimelineGroup
Red Tortoise LLC932$38K0.02%+313F-HRTimeline
WealthShield Partners, LLC920$37.5K<0.01%+213F-HRTimeline
Accredited Wealth Management, LLC900$36.7K0.03%013F-HRTimeline
IMG Wealth Management, Inc.869$35.4K0.03%-13913F-HRTimeline
Rialto Wealth Management, LLC824$33.6K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.761$31K0.02%new13F-HRTimeline
MONTAG A & ASSOCIATES INC755$30.8K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…721$29.4K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.687$28K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC673$27.4K<0.01%013F-HRTimeline
Bullock Wealth Management Group669$27.4K0.02%+213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC670$27.3K0.01%013F-HRTimeline
Community Bank, N.A.638$26K<0.01%013F-HRTimeline
Copia Wealth Management605$24.7K0.02%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.594$24.2K0.01%+213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC578$23.6K0.01%+213F-HRTimeline