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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

886 managers (893 13F filers) reported a position in SPSM shares at 2025-06-30, 190,431,189 shares in all. 68 filers opened a position and 74 filers sold out during the quarter.

Managers
886
13F filers
893
New
68
Added
376
Reduced
315
Sold out
74
Shares held by filers
190,431,189

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
KAVAR CAPITAL PARTNERS GROUP, LLC7,888$336K0.05%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC7,863$335K0.03%-1,30513F-HR/ATimeline
Laraway Financial Advisors Inc7,768$331K0.25%+313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,681$327K0.01%+1,66013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,675$327K0.02%-18613F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC7,662$326K0.02%013F-HRTimeline
Coordinated Financial Services, Inc.7,591$323K0.22%13F-HRTimeline
Carr Financial Group Corp7,574$323K0.1%+1813F-HRTimeline
Center For Asset Management LLC7,170$322K0.2%+67013F-HRTimeline
Sebold Capital Management, Inc.7,554$322K0.2%013F-HRTimeline
Welch & Forbes LLC7,485$319K<0.01%+18713F-HRTimeline
Prospera Financial Services Inc7,436$317K0.01%-39113F-HRTimeline
Koss-Olinger Consulting, LLC7,384$315K0.03%-1,97813F-HRTimeline
Fulton Bank, N.A.7,309$311K0.01%+41313F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC7,270$310K0.09%-67413F-HRTimeline
First Heartland Consultants, Inc.7,261$309K0.03%+2,14013F-HRTimeline
William Mack & Associates, Inc.7,260$309K0.2%013F-HRTimeline
Keystone Financial Group7,230$308K0.03%+32713F-HRTimeline
Caitlin John, LLC7,188$306K0.28%new13F-HRTimeline
Regal Investment Advisors LLC7,182$306K0.02%new13F-HRTimeline
Richard Bernstein Advisors LLC7,168$305K0.01%-1,681,04813F-HRTimeline
Graypoint LLC7,149$305K0.02%-6213F-HRTimeline
Acorn Wealth Advisors, LLC7,112$303K0.11%new13F-HRTimeline
Astoria Portfolio Advisors LLC.6,923$303K0.09%new13F-HRTimeline
Glenmede Investment Management, LP7,062$301K<0.01%13F-HRTimeline
Hopwood Financial Services, Inc.7,037$300K0.23%-5613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC7,026$299K0.01%+113F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP6,995$298K0.05%+99513F-HRTimeline
Intrepid Financial Planning Group LLC6,987$298K0.13%+17813F-HRTimeline
Continuum Advisory, LLC6,941$296K0.04%+79213F-HRTimeline
October Effect Ltd6,938$296K0.36%13F-HRTimeline
Sigma Planning Corp6,883$293K0.01%+54613F-HRTimeline
OPTIMA CAPITAL LLC6,868$293K0.16%+2913F-HRTimeline
Wallace Advisory Group, LLC7,177$293K0.21%+14313F-HRTimeline
Midwest Financial Network, LLC6,799$290K0.29%-4,60113F-HRTimeline
SYNOVUS FINANCIAL CORP6,747$287K<0.01%+313F-HRTimeline
Avantax Planning Partners, Inc.6,703$286K0.01%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC6,693$285K0.03%-107,12113F-HRTimeline
USAdvisors Wealth Management, LLC6,691$285K0.11%+14213F-HRTimeline
Sunpointe, LLC6,684$285K0.11%-15,67113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC6,668$284K0.01%013F-HR/ATimeline
JDM Financial Group LLC6,663$284K0.13%+113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP6,653$283K<0.01%+22013F-HRTimelineGroup
High Probability Advisors, LLC6,533$278K0.04%+42513F-HRTimeline
Intrua Financial, LLC6,532$278K0.04%+98913F-HRTimeline
FIDELITY D & D BANCORP INC6,518$278K0.17%new13F-HRTimeline
GM Advisory Group, LLC6,516$278K0.01%-494,79113F-HRTimeline
Spectrum Planning & Advisory Services I…6,434$274K0.18%new13F-HRTimeline
MBE Wealth Management, LLC6,432$274K0.12%-5113F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS6,406$273K0.19%-21513F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC6,292$268K0.26%-74113F-HRTimeline
Councilor Wealth, LLC6,276$267K0.12%-1413F-HRTimeline
Acropolis Investment Management, LLC6,258$267K0.01%013F-HRTimeline
AIFG Consultants Ltd.6,229$265K0.52%-50013F-HRTimeline
Burt Wealth Advisors6,213$265K0.06%013F-HRTimeline
Keel Point, LLC6,196$264K0.02%-20313F-HRTimeline
Diversified Enterprises, LLC6,191$264K0.02%-76813F-HRTimeline
Keebeck Wealth Management6,168$263K0.03%013F-HRTimeline
Moloney Securities Asset Management, LLC6,110$260K0.03%-3,76513F-HRTimeline
Prosperity Consulting Group, LLC6,092$260K0.02%-16713F-HRTimeline
VCI Wealth Management LLC6,084$259K0.09%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.6,066$258K0.25%-12413F-HRTimeline
TSFG, LLC6,034$257K0.05%+713F-HRTimeline
NorthCoast Asset Management LLC6,030$257K<0.01%+29413F-HRTimeline
Keudell/Morrison Wealth Management6,002$256K0.06%-1,09013F-HRTimeline
National Wealth Management Group, LLC5,995$255K0.14%+51013F-HRTimeline
MMA ASSET MANAGEMENT LLC5,988$255K0.1%+4513F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC5,982$255K0.13%+4013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC5,925$252K0.04%+2613F-HRTimeline
Argent Trust Co5,915$252K0.01%+16313F-HRTimeline
United Advisor Group, LLC5,856$249K0.04%new13F-HRTimeline
SAPIENT CAPITAL LLC5,828$248K<0.01%-52713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC5,777$246K0.09%-2,22313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,744$244K0.02%013F-HRTimeline
Glenview Trust Co5,705$243K<0.01%+68813F-HRTimeline
PKS Advisory Services, LLC5,672$242K0.06%new13F-HRTimeline
Rehmann Capital Advisory Group5,672$242K0.01%+4213F-HRTimeline
Pinnacle Financial Partners Inc5,642$240K0.01%new13F-HRTimeline
Duncan Williams Asset Management, LLC5,639$240K0.08%+213F-HR/ATimeline
CX Institutional5,604$239K0.01%+4613F-HR/ATimeline
Optimist Retirement Group LLC5,547$236K0.11%+513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC5,543$236K0.02%-26013F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO5,307$234K0.07%-43913F-HRTimeline
PSI Advisors, LLC5,477$233K0.11%-170,05513F-HRTimeline
Beaumont Financial Advisors, LLC5,477$233K0.02%new13F-HRTimeline
Aspen Wealth Management LLC5,439$232K0.06%+2313F-HRTimeline
Cranbrook Wealth Management, LLC5,395$230K0.05%+62913F-HRTimeline
Stegent Equity Advisors, Inc.5,371$229K0.2%013F-HRTimeline
Fox Financial, Inc5,340$227K0.19%-1013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO5,336$227K0.06%13F-HRTimeline
Triumph Capital Management5,302$226K0.07%-4,82813F-HR/ATimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV5,291$225K0.08%+213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,283$225K<0.01%+84113F-HRTimelineGroup
Mascagni Wealth Management, Inc.5,266$224K0.19%+34113F-HRTimeline
Professional Financial Advisors, LLC5,266$224K0.05%-4813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,265$224K<0.01%-5213F-HRTimeline
STOCK YARDS BANK & TRUST CO5,255$224K0.01%new13F-HRTimeline
Wealthquest Corp5,255$224K0.02%-37,10013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC5,212$222K0.07%new13F-HRTimeline
Bernard Wealth Management Corp.5,202$222K0.1%013F-HRTimeline
Ironwood Financial, llc5,399$220K0.05%013F-HRTimeline
Whitegate Investment Counselors, Inc.5,155$220K0.07%-10313F-HRTimeline
Red Mountain Financial, LLC5,128$218K0.24%+1613F-HR/ATimeline
Capital Asset Advisory Services LLC5,040$218K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,055$215K0.02%+41513F-HRTimeline
Apeiron RIA LLC5,052$215K0.06%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,016$214K0.01%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC4,981$212K0.01%new13F-HRTimeline
Guardian Wealth Advisors, LLC4,922$210K0.12%013F-HRTimeline
Elios Financial Group Inc.4,911$209K0.09%-7513F-HRTimeline
ALTFEST L J & CO INC4,904$209K0.02%-3,61813F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC4,861$207K0.04%new13F-HRTimeline
Stanich Group LLC4,691$207K0.19%-50313F-HRTimeline
Snider Financial Group4,779$204K0.06%new13F-HRTimeline
High Falls Advisors, Inc4,779$204K0.05%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC4,736$202K0.04%013F-HRTimelineGroup
Trinity Wealth Management, LLC4,735$202K0.08%-14,05413F-HRTimeline
Capital Investment Advisory Services, L…4,723$201K0.02%+28013F-HRTimeline
McKinley Carter Wealth Services, Inc.4,695$200K0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC4,668$199K0.03%-14413F-HRTimeline
Lavaca Capital LLC4,299$183K0.07%+1,47613F-HR/ATimeline
Independence Bank of Kentucky4,233$180K0.03%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4,133$176K<0.01%+35113F-HRTimeline
MJT & Associates Financial Advisory Gro…3,929$167K0.21%013F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,902$166K<0.01%+63713F-HRTimeline
Glen Eagle Advisors, LLC3,810$162K0.02%-6,39313F-HRTimeline
Talon Private Wealth, LLC3,725$159K0.02%-1,92313F-HRTimeline
Sachetta, LLC3,619$154K0.06%+613F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC3,514$150K<0.01%+2,42513F-HRTimelineGroup
N.E.W. Advisory Services LLC3,195$136K0.01%-6,81213F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI3,144$134K0.02%-42213F-HRTimeline
NFSG Corp3,111$133K0.02%013F-HRTimeline
Horizon Investments, LLC3,095$132K<0.01%+7713F-HRTimeline
Paladin Advisory Group, LLC2,895$123K0.09%-6,84613F-HRTimeline
BALLAST ADVISORS LLC2,804$119K0.04%-14413F-HRTimeline
S.A. Mason LLC2,543$108K0.05%-1913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,480$106K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC2,444$104K0.08%-32313F-HRTimeline
Cape Investment Advisory, Inc.2,417$103K0.04%+80913F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,388$100K0.04%-37113F-HRTimeline
WHITTIER TRUST CO2,329$99.2K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC2,197$96K0.05%-15713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,245$95.6K0.01%+413F-HRTimeline
Medallion Wealth Advisors, LLC2,184$93.7K0.04%-17513F-HRTimeline
Abound Wealth Management2,105$89.7K0.03%013F-HRTimeline
Park Place Capital Corp2,055$88.9K0.02%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,875$79.9K0.1%13F-HRTimeline
Sage Mountain Advisors LLC1,822$77.6K0.01%-55913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,814$77.3K<0.01%-24513F-HRTimelineGroup
Orion Capital Management LLC1,790$76.3K0.03%013F-HRTimeline
Sound Income Strategies, LLC1,741$74.2K<0.01%-19,78513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,712$72.9K<0.01%+49713F-HRTimelineGroup
IMA Advisory Services, Inc.1,695$72.2K0.01%-19,79813F-HRTimeline
Smithfield Trust Co1,831$72K<0.01%013F-HRTimeline
PrairieView Partners, LLC1,582$67K0.01%+8413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,542$65.7K<0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.1,530$65.2K0.03%013F-HRTimeline
HHM Wealth Advisors, LLC1,526$65K0.01%+2213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,517$64.6K0.01%+79613F-HRTimeline
GAMMA Investing LLC1,498$63.8K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC1,473$63K0.01%013F-HRTimeline
ATWOOD & PALMER INC1,385$59K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,355$57.7K<0.01%+8313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,340$57.1K0.01%+613F-HRTimeline
Private Wealth Asset Management, LLC1,315$56K0.01%new13F-HRTimeline
Pacifica Partners Inc.1,204$51.4K0.02%new13F-HRTimeline
Northwest Capital Management Inc1,201$51.2K0.03%-4,78113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,193$50.9K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC1,190$50.7K<0.01%-17413F-HRTimeline
MeadowBrook Investment Advisors LLC1,150$49K0.04%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,121$47.8K0.03%+36013F-HRTimeline
Sunbelt Securities, Inc.1,063$47.8K<0.01%013F-HRTimeline
CENTRAL TRUST Co1,075$45.8K<0.01%013F-HRTimeline
Capital Investment Counsel, Inc1,034$44K0.01%013F-HRTimeline
Retirement Wealth Solutions LLC1,000$42.6K0.03%new13F-HRTimeline
Red Tortoise LLC977$41.6K0.02%+4513F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/973$41.5K0.02%013F-HR/ATimelineGroup
WealthShield Partners, LLC923$39.3K<0.01%+313F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC900$38.3K0.03%13F-HRTimeline
IMG Wealth Management, Inc.892$38K0.03%+2313F-HRTimeline
Rialto Wealth Management, LLC879$37.4K0.01%+5513F-HRTimeline
Accredited Wealth Management, LLC800$34.1K0.03%-10013F-HRTimeline
Topsail Wealth Management, LLC800$34.1K0.01%new13F-HRTimeline
Compass Financial Services Inc756$32.2K0.02%+52413F-HRTimeline
MONTAG A & ASSOCIATES INC755$32.2K<0.01%013F-HRTimeline
Transce3nd, LLC689$29.4K0.01%+17213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.687$29.3K0.01%013F-HRTimeline
Bullock Wealth Management Group672$29.1K0.02%+313F-HRTimeline
Community Bank, N.A.677$28.8K<0.01%+3913F-HRTimeline
ROTHSCHILD INVESTMENT LLC673$28.7K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC670$28.5K0.01%013F-HRTimeline
Blue Trust, Inc.611$26K<0.01%-3,60813F-HRTimeline
Copia Wealth Management605$25.8K0.02%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.596$25.4K0.01%+213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC581$24.7K<0.01%+313F-HRTimeline
BARRETT & COMPANY, INC.562$23.9K0.01%013F-HRTimeline
North Star Investment Management Corp.562$23.9K<0.01%+313F-HRTimeline
Bellwether Advisors, LLC561$23.9K<0.01%013F-HRTimeline
GW&K Investment Management, LLC534$23K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/533$22.7K<0.01%new13F-HRTimeline