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Disclosery

SPSM SPDR SERIES TRUST

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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
Wescott Financial Advisory Group, LLC8,859$415K0.04%new13F-HRTimeline
Range Advisory, LLC8,849$415K0.11%13F-HRTimeline
Narus Financial Partners, LLC8,768$411K0.11%-7813F-HRTimeline
Independent Wealth Network Inc.8,699$408K0.12%+9913F-HRTimeline
Sunpointe, LLC8,631$404K0.13%-34213F-HRTimeline
GM Advisory Group, LLC8,606$403K0.02%+1,24713F-HRTimeline
WealthPLAN Partners, LLC8,533$400K0.06%+4513F-HRTimeline
Keudell/Morrison Wealth Management8,532$400K0.08%13F-HRTimeline
Verdence Capital Advisors LLC8,527$400K0.02%-11713F-HRTimeline
First Heartland Consultants, Inc.8,483$398K0.03%-5513F-HRTimeline
Tyche Wealth Partners LLC8,482$397K0.06%-89313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,466$397K0.03%+4313F-HRTimeline
Laraway Financial Advisors Inc8,445$396K0.26%+77513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC8,109$394K0.01%-7513F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.8,306$389K0.05%+3,81113F-HRTimeline
October Effect Ltd8,293$389K0.43%+1,53213F-HRTimeline
Curry Webb Wealth Management LLC8,251$387K0.19%13F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC8,190$384K0.08%-1,60813F-HRTimeline
Retirement Planning Group, LLC8,116$380K0.01%-21013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors8,000$375K0.05%013F-HRTimelineGroup
Sankala Group LLC7,411$375K0.3%13F-HRTimeline
Keel Point, LLC7,983$374K0.02%+2213F-HRTimeline
Sterling Wealth Management, Inc.7,975$374K0.11%013F-HRTimeline
Sandy Cove Advisors, LLC7,942$372K0.11%-57213F-HRTimeline
E6 Portfolios, LLC7,938$372K0.43%13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC7,920$371K0.12%-21013F-HRTimeline
Oakwell Private Wealth Management, LLC7,911$371K0.07%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KAVAR CAPITAL PARTNERS GROUP, LLC7,896$370K0.05%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC7,895$370K0.13%-1,24413F-HRTimeline
Oath Planning, LLC7,885$369K0.36%13F-HRTimeline
Vertex Planning Partners, LLC7,880$369K0.09%-1,25513F-HRTimeline
Richard W. Paul & Associates, LLC7,836$367K0.12%-1,75113F-HRTimeline
Spectrum Planning & Advisory Services I…7,735$362K0.19%-32713F-HRTimeline
Plan A Wealth LLC7,707$361K0.18%-3,41813F-HRTimeline
MMA ASSET MANAGEMENT LLC7,695$361K0.13%-5,44813F-HRTimeline
Wallace Advisory Group, LLC7,658$359K0.38%+6913F-HRTimeline
BLB&B Advisors, LLC7,601$356K0.01%013F-HRTimeline
Waterloo Capital, L.P.7,592$356K0.03%new13F-HRTimeline
Fusion Family Wealth, LLC7,571$355K0.03%-30813F-HRTimeline
Integrity Financial Corp /WA7,559$354K0.18%-2,34613F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC7,526$353K0.09%+67813F-HRTimeline
Coordinated Financial Services, Inc.7,514$352K0.2%+3013F-HRTimeline
Venture Visionary Partners LLC7,453$349K0.01%new13F-HRTimeline
Center For Asset Management LLC7,433$348K0.18%-47613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,321$347K0.02%-21313F-HRTimeline
Compound Planning, Inc.7,349$344K0.01%-84013F-HRTimeline
PAX Financial Group, LLC7,314$343K0.06%-1,45713F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC7,292$342K0.08%+17213F-HRTimeline
Welch & Forbes LLC7,263$340K<0.01%013F-HRTimeline
William Mack & Associates, Inc.7,260$340K0.16%013F-HRTimeline
MONEYWISE, INC.7,259$340K0.14%-78013F-HRTimeline
Hopwood Financial Services, Inc.7,214$338K0.24%+713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,138$334K<0.01%+70213F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,073$331K<0.01%+17613F-HRTimelineGroup
Carr Financial Group Corp7,052$330K0.09%-53913F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC7,025$329K0.01%-1,07813F-HRTimeline
Triumph Capital Management7,025$329K0.07%-76913F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS6,491$329K0.17%+6513F-HRTimeline
Ketron Financial7,003$328K0.11%13F-HRTimeline
Intrepid Financial Planning Group LLC6,986$327K0.12%+813F-HRTimeline
Piscataqua Savings Bank6,980$327K0.23%new13F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC6,937$325K0.1%+3413F-HRTimeline
OPTIMA CAPITAL LLC6,927$325K0.14%+3413F-HRTimeline
N.E.W. Advisory Services LLC6,866$322K0.02%+3,62813F-HRTimeline
Factor Wealth Management LTD6,826$320K0.07%+7413F-HRTimeline
Avantax Planning Partners, Inc.6,822$320K0.01%+11913F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,741$316K0.01%new13F-HRTimeline
Founders Financial Alliance, LLC6,711$314K0.06%-18,53413F-HRTimeline
OpenArc Corporate Advisory, LLC6,669$313K0.01%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC6,668$312K0.01%013F-HRTimeline
High Probability Advisors, LLC6,664$312K0.04%+68913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,638$311K<0.01%-2,58413F-HRTimelineGroup
USAdvisors Wealth Management, LLC6,648$311K0.1%+7413F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.6,629$311K0.17%new13F-HRTimeline
EJMK Ventures LLC6,586$309K0.19%13F-HRTimeline
Bridgelight Financial Advisors, Inc.6,563$308K0.26%13F-HRTimeline
JDM Financial Group LLC6,536$306K0.12%-12813F-HRTimeline
FIDELITY D & D BANCORP INC6,518$305K0.13%013F-HRTimeline
Duncan Williams Asset Management, LLC6,060$305K0.08%-36413F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC6,515$305K0.02%-1,14713F-HRTimeline
Empowered Funds, LLC6,506$305K0.01%new13F-HR/ATimeline
MBE Wealth Management, LLC6,488$304K0.13%-2413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,433$301K<0.01%+1,25913F-HRTimeline
Sherman Wealth Management LLC6,352$298K0.26%13F-HR/ATimeline
Onyx Bridge Wealth Group LLC6,346$297K0.03%-69113F-HRTimeline
Councilor Wealth, LLC6,306$296K0.14%+1613F-HRTimeline
Sovran Advisors, LLC5,835$293K0.02%-1,48513F-HRTimeline
Acropolis Investment Management, LLC6,258$293K0.01%013F-HRTimeline
PCG Wealth Advisors, LLC6,230$292K0.08%new13F-HRTimeline
Summit Trail Advisors, LLC6,206$291K0.01%-1,57013F-HRTimeline
Diversified Enterprises, LLC6,191$290K0.02%013F-HRTimeline
Keebeck Wealth Management6,168$289K0.03%013F-HRTimeline
Argent Trust Co6,168$289K0.01%+26913F-HRTimeline
PKS Advisory Services, LLC6,159$289K0.07%new13F-HRTimeline
Adams Wealth Management6,132$287K0.06%-37513F-HRTimeline
CacheTech Inc.6,132$287K0.05%-37513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA6,113$286K<0.01%-70713F-HRTimelineGroup
Apeiron RIA LLC5,711$286K0.06%+46513F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP6,000$281K0.04%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,996$281K<0.01%-30413F-HRTimeline
SENTINEL PENSION ADVISORS, LLC5,977$280K0.04%+2913F-HRTimeline
SAPIENT CAPITAL LLC5,828$276K<0.01%013F-HRTimeline
United Advisor Group, LLC5,891$276K0.04%-33613F-HRTimeline
Capital Asset Advisory Services LLC5,670$275K0.01%-2,02613F-HRTimeline
Quest 10 Wealth Builders, Inc.5,819$273K0.24%+15413F-HRTimeline
Milestone Asset Management Group, LLC5,776$271K0.15%+1113F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC5,743$269K0.13%-23913F-HRTimeline
Mascagni Wealth Management, Inc.5,733$269K0.2%+15613F-HRTimeline
Strategic Financial Concepts, LLC5,711$268K0.24%-581,93913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,705$267K0.01%-1,84213F-HRTimelineGroup
Rehmann Capital Advisory Group5,686$266K0.01%013F-HRTimeline
Stirlingshire Investments, Inc.5,680$266K0.24%13F-HRTimeline
Ironwood Financial, llc5,400$266K0.05%+113F-HRTimeline
Acorn Wealth Advisors, LLC5,677$266K0.08%+18513F-HRTimeline
Brio Consultants, LLC5,661$265K0.03%-1,00313F-HRTimeline
Continuum Advisory, LLC5,635$264K0.03%-20613F-HRTimeline
Red Mountain Financial, LLC5,583$262K0.26%+44013F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,141$261K0.07%-17813F-HRTimeline
Optimist Retirement Group LLC5,556$260K0.12%+513F-HRTimeline
National Wealth Management Group, LLC5,529$259K0.09%+2013F-HRTimeline
PSI Advisors, LLC5,515$258K0.06%+1113F-HRTimeline
MidAtlantic Capital Management, Inc.5,512$258K0.17%013F-HRTimeline
Aspen Wealth Management LLC5,489$257K0.05%+2013F-HRTimeline
Wealthspire Advisors, LLC5,466$256K<0.01%+17013F-HRTimeline
TSFG, LLC5,442$255K0.04%-27713F-HRTimeline
Keating Financial Advisory Services, In…5,402$253K0.03%13F-HRTimeline
Stegent Equity Advisors, Inc.5,371$252K0.2%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO5,336$250K0.03%new13F-HRTimeline
Cranbrook Wealth Management, LLC5,321$249K0.05%-23913F-HRTimeline
Aegis Wealth Management, Inc.5,320$249K0.2%13F-HRTimeline
Beaumont Financial Advisors, LLC5,297$248K0.02%-9213F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV5,295$248K0.09%+213F-HRTimeline
AIFG Consultants Ltd.5,288$248K0.43%-94413F-HRTimeline
Main Street Financial Solutions, LLC5,287$248K0.02%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO5,255$246K0.01%013F-HRTimeline
True Vision MN LLC5,242$246K0.12%-51013F-HRTimeline
PCB Capital LLC5,228$245K0.39%13F-HRTimeline
Bernard Wealth Management Corp.5,202$244K0.1%013F-HRTimeline
Trinity Wealth Management, LLC5,198$244K0.09%+47513F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC5,119$243K0.07%-12613F-HRTimeline
Whitegate Investment Counselors, Inc.5,155$242K0.08%013F-HRTimeline
Precision Wealth Strategies, LLC5,071$238K0.08%-4,87013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,044$236K0.02%+2413F-HR/ATimeline
Rock Point Advisors, LLC5,019$235K0.06%+2013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,016$235K0.01%013F-HRTimeline
Main Line Retirement Advisors, LLC4,985$234K0.12%+2513F-HR/ATimeline
Dorsey & Whitney Trust CO LLC4,981$233K0.01%013F-HRTimeline
Davies Financial Advisors, Inc.4,977$233K0.43%-11,03813F-HRTimeline
NewEdge Wealth, LLC4,974$233K<0.01%new13F-HRTimeline
Kelman-Lazarov, Inc.4,968$233K0.03%-2113F-HRTimeline
Wealthquest Corp4,953$232K0.02%new13F-HRTimeline
YHB Investment Advisors, Inc.4,939$231K0.02%new13F-HRTimeline
Lavaca Capital LLC4,907$230K0.04%+3,48713F-HRTimeline
Sigma Planning Corp4,904$230K0.01%-93813F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC4,904$230K0.04%+2413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,884$229K<0.01%new13F-HRTimelineGroup
Smith & Howard Wealth Management, LLC4,878$229K0.05%new13F-HRTimeline
Foundations Investment Advisors, LLC4,865$228K<0.01%-1,56113F-HRTimeline
Strategic Wealth Partners, Ltd.4,807$225K0.02%-1,23113F-HRTimeline
High Falls Advisors, Inc4,779$224K0.05%013F-HRTimeline
Pettinga Financial Advisors LLC4,778$224K0.04%new13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV4,757$223K0.03%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC4,736$222K0.02%013F-HRTimelineGroup
Marion Wealth Management4,434$221K0.05%-6013F-HRTimeline
Hamilton Wealth, LLC4,721$221K0.04%new13F-HR/ATimeline
MATAURO, LLC4,698$220K0.03%+2313F-HRTimeline
Stanich Group LLC4,680$219K0.17%-1113F-HRTimeline
Richard Bernstein Advisors LLC4,611$216K0.01%-87013F-HRTimeline
Kelly Financial Services LLC4,559$214K0.05%-1,74413F-HRTimeline
BURLING WEALTH PARTNERS, LLC4,544$213K0.03%-21713F-HRTimeline
Capital Investment Advisory Services, L…4,520$212K0.01%-23013F-HRTimeline
Professional Financial Advisors, LLC4,513$211K0.04%-3213F-HRTimeline
Glenview Trust Co4,500$211K<0.01%013F-HRTimeline
Alpha Cubed Investments, LLC4,489$210K0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC4,489$210K0.02%-10713F-HRTimeline
Counterweight Ventures, LLC4,489$210K0.12%013F-HRTimeline
Pine Valley Investments Ltd Liability Co4,485$210K0.01%+1513F-HRTimeline
Guardian Wealth Advisors, LLC4,477$210K0.12%-18513F-HRTimeline
CCG WEALTH MANAGEMENT, LLC4,460$209K0.09%new13F-HRTimeline
GSG Advisors LLC4,448$208K0.05%013F-HRTimeline
POWER WEALTH MANAGEMENT LLC4,438$208K0.07%013F-HRTimeline
Horizon Investments, LLC4,381$205K<0.01%+2,06313F-HRTimeline
FSA Advisors, Inc.4,334$203K0.14%new13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC4,333$203K0.09%new13F-HRTimeline
Fox Financial, Inc4,323$203K0.16%-61813F-HRTimeline
Capital Advisors, Ltd. LLC4,426$202K0.02%+2,95313F-HRTimeline
Wilson & Boucher Capital Management, LLC4,300$201K0.13%new13F-HRTimeline
Elevation Wealth Management LLC4,282$201K0.19%13F-HRTimeline
Independence Bank of Kentucky4,233$198K0.02%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,913$183K<0.01%-6413F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,851$182K0.06%+1,46513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,863$181K0.15%+2,46813F-HRTimeline
Sachetta, LLC3,619$170K0.09%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC3,514$165K<0.01%013F-HRTimelineGroup
S.A. Mason LLC3,499$164K0.06%+61513F-HRTimeline
GGM Financial LLC3,369$158K0.08%-3113F-HRTimeline
Park Place Capital Corp3,365$158K0.03%+1613F-HRTimeline
NFSG Corp3,111$146K0.02%013F-HRTimeline
Global Trust Asset Management, LLC2,998$140K0.06%new13F-HRTimeline
Sound Income Strategies, LLC2,795$140K0.01%+1,07213F-HRTimeline