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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

996 managers (1,010 13F filers) reported a position in SPSM shares at 2026-03-31, 207,561,855 shares in all. 79 filers opened a position and 58 filers sold out during the quarter.

Managers
996
13F filers
1,010
New
79
Added
422
Reduced
346
Sold out
58
Shares held by filers
207,561,855

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
OXFORD FINANCIAL GROUP, LTD. LLC9,379$453K0.02%013F-HRTimeline
MMA ASSET MANAGEMENT LLC9,370$453K0.16%+1,67513F-HRTimeline
Sand Hill Global Advisors, LLC9,276$448K0.02%+8913F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS9,248$447K0.23%+37613F-HRTimeline
Grove Bank & Trust9,192$444K0.05%013F-HRTimeline
Latitude Advisors, LLC9,160$443K0.2%-1,40013F-HRTimeline
Caitlin John, LLC9,057$438K0.26%-2,81613F-HRTimeline
Security Financial Services, INC.8,988$434K0.07%-6613F-HRTimeline
Parcion Private Wealth LLC8,980$434K0.03%013F-HRTimeline
E6 Portfolios, LLC8,931$432K0.45%+99313F-HRTimeline
Stirlingshire Investments, Inc.8,899$430K0.38%+3,21913F-HRTimeline
Caldwell Trust Co8,862$428K0.04%013F-HRTimeline
Wescott Financial Advisory Group, LLC8,861$428K0.04%+213F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV8,856$428K0.24%-30413F-HRTimeline
TIAAgroup of 3 filers holding8,850$428K+2,737Timeline
VCI Wealth Management LLC8,804$425K0.12%-2,86613F-HRTimeline
Gunpowder Capital Management, LLC dba O…8,755$423K0.32%-1,17213F-HRTimeline
PFG Advisors8,677$419K0.02%-3,74013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,638$417K0.03%+17213F-HRTimeline
WealthPlan Investment Management, LLC8,598$415K0.02%new13F-HRTimeline
ERn Financial, LLC8,576$414K0.08%-2,46613F-HRTimeline
Aureum Wealth Management, LLC8,558$414K0.29%new13F-HRTimeline
Verdence Capital Advisors LLC8,474$409K0.02%-5313F-HRTimeline
Fisher Asset Management, LLC8,469$409K<0.01%new13F-HRTimeline
Laraway Financial Advisors Inc8,447$408K0.29%+213F-HRTimeline
Astoria Portfolio Advisors LLC.7,649$406K0.09%-1,07813F-HRTimeline
Retirement Planning Group, LLC8,346$403K0.01%+23013F-HRTimeline
Tyche Wealth Partners LLC8,338$403K0.06%-14413F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.8,322$402K0.05%+1613F-HRTimeline
Keudell/Morrison Wealth Management8,312$402K0.08%-22013F-HRTimeline
Curry Webb Wealth Management LLC8,266$399K0.19%+1513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC8,109$398K0.01%013F-HRTimeline
Integrity Wealth Partners, LLC8,224$397K0.36%13F-HRTimeline
Sunpointe, LLC8,132$393K0.13%-49913F-HRTimeline
Center For Asset Management LLC8,116$392K0.19%+68313F-HRTimeline
First Heartland Consultants, Inc.8,071$390K0.03%-41213F-HRTimeline
Greenspring Advisors, LLC8,009$387K0.02%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors8,000$387K0.05%013F-HRTimelineGroup
Sterling Wealth Management, Inc.7,975$385K0.11%013F-HRTimeline
Interchange Capital Partners, LLC9,420$384K0.12%new13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC7,920$383K0.12%013F-HRTimeline
Oath Planning, LLC7,912$382K0.34%+2713F-HRTimeline
Oakwell Private Wealth Management, LLC7,911$382K0.07%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sandy Cove Advisors, LLC7,904$382K0.11%-3813F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC7,897$382K0.05%+113F-HRTimeline
Vertex Planning Partners, LLC7,855$380K0.07%-2513F-HRTimeline
Fusion Family Wealth, LLC7,571$375K0.03%013F-HRTimeline
Pettinga Financial Advisors LLC7,750$374K0.07%+2,97213F-HRTimeline
Venture Visionary Partners LLC7,657$370K0.01%+20413F-HRTimeline
OpenArc Corporate Advisory, LLC7,616$368K0.01%+94713F-HRTimeline
Coordinated Financial Services, Inc.7,535$364K0.21%+2113F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC7,491$362K0.09%-3513F-HRTimeline
Spectrum Planning & Advisory Services I…7,462$361K0.18%-27313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,437$359K<0.01%+1,00413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,383$357K<0.01%+31013F-HRTimelineGroup
Narus Financial Partners, LLC7,355$355K0.09%-1,41313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,335$354K<0.01%+19713F-HRTimelineGroup
Sankala Group LLC7,390$354K0.29%-2113F-HRTimeline
Welch & Forbes LLC7,263$351K<0.01%013F-HRTimeline
William Mack & Associates, Inc.7,260$351K0.2%013F-HRTimeline
MONEYWISE, INC.7,255$351K0.15%-413F-HRTimeline
IEQ CAPITAL, LLC7,242$350K<0.01%-5,69813F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC7,242$350K0.08%-5013F-HRTimeline
Avantax Planning Partners, Inc.7,134$345K0.01%+31213F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC7,047$341K0.11%-84813F-HRTimeline
BLB&B Advisors, LLC7,026$339K0.01%-57513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC7,025$339K0.01%013F-HRTimeline
Founders Financial Alliance, LLC7,005$338K0.06%+29413F-HRTimeline
Ketron Financial6,993$338K0.12%-1013F-HRTimeline
Intrepid Financial Planning Group LLC6,973$337K0.14%-1313F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC6,960$336K0.1%+2313F-HRTimeline
PAX Financial Group, LLC6,950$336K0.06%-36413F-HRTimeline
OPTIMA CAPITAL LLC6,949$336K0.16%+2213F-HRTimeline
Wallace Advisory Group, LLC6,943$335K0.36%-71513F-HRTimeline
Keel Point, LLC6,920$334K0.02%-1,06313F-HRTimeline
Integrity Financial Corp /WA6,912$334K0.17%-64713F-HRTimeline
Richard W. Paul & Associates, LLC6,907$334K0.11%-92913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,859$331K<0.01%+86313F-HRTimeline
Hopwood Financial Services, Inc.6,830$330K0.22%-38413F-HRTimeline
YHB Investment Advisors, Inc.6,814$329K0.02%+1,87513F-HRTimeline
Factor Wealth Management LTD6,806$329K0.06%-2013F-HRTimeline
January Capital Advisors LLC6,803$329K0.44%13F-HRTimeline
Compound Planning, Inc.6,789$328K0.01%-56013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,776$327K0.02%-54513F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.6,766$327K0.18%+13713F-HRTimeline
FIDELITY D & D BANCORP INC6,757$326K0.13%+23913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC6,731$325K0.07%-1,45913F-HRTimeline
Apeiron RIA LLC6,716$324K0.08%+1,00513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC6,668$322K0.01%013F-HR/ATimeline
High Probability Advisors, LLC6,662$322K0.04%-213F-HRTimeline
Carr Financial Group Corp6,618$320K0.08%-43413F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS6,596$319K0.15%+10513F-HRTimeline
Paragon Advisors, LLC6,580$318K0.09%new13F-HRTimeline
Bridgelight Financial Advisors, Inc.6,575$318K0.27%+1213F-HRTimeline
JDM Financial Group LLC6,537$316K0.12%+113F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC6,515$315K0.02%013F-HRTimeline
EJMK Ventures LLC6,480$313K0.17%-10613F-HRTimeline
PCG Wealth Advisors, LLC6,430$311K0.08%+20013F-HRTimeline
Sherman Wealth Management LLC6,403$309K0.27%+5113F-HRTimeline
USAdvisors Wealth Management, LLC6,507$305K0.1%-14113F-HRTimeline
Aegis Wealth Management, Inc.6,283$304K0.24%+96313F-HRTimeline
Wealthspire Advisors, LLC6,245$302K<0.01%+77913F-HRTimeline
Diversified Enterprises, LLC6,191$299K0.02%013F-HRTimeline
MBE Wealth Management, LLC6,181$299K0.12%-30713F-HRTimeline
Keebeck Wealth Management6,168$298K0.03%013F-HRTimeline
PKS Advisory Services, LLC6,159$298K0.07%013F-HRTimeline
Adams Wealth Management6,132$296K0.07%013F-HRTimeline
CacheTech Inc.6,132$296K0.06%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV6,088$294K0.04%+1,33113F-HRTimeline
Acorn Wealth Advisors, LLC6,086$294K0.09%+40913F-HRTimeline
Triumph Capital Management6,083$294K0.06%-94213F-HRTimeline
Plan A Wealth LLC6,072$293K0.14%-1,63513F-HRTimeline
Strategic Financial Concepts, LLC6,008$290K0.07%+29713F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP6,000$290K0.04%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC5,998$290K0.04%+2113F-HRTimeline
Brio Consultants, LLC5,367$288K0.04%-29413F-HRTimeline
Continuum Advisory, LLC5,896$285K0.03%+26113F-HRTimeline
HUB Investment Partners, LLC5,888$285K0.01%new13F-HRTimeline
Summit Trail Advisors, LLC5,861$283K<0.01%-34513F-HRTimeline
Argent Trust Co5,856$283K0.01%-31213F-HRTimeline
SAPIENT CAPITAL LLC5,828$282K<0.01%013F-HR/ATimeline
Quest 10 Wealth Builders, Inc.5,804$280K0.25%-1513F-HRTimeline
Milestone Asset Management Group, LLC5,778$279K0.16%+213F-HRTimeline
PCB Capital LLC5,764$279K0.44%+53613F-HRTimeline
Acropolis Investment Management, LLC5,742$277K0.01%-51613F-HRTimeline
Rock Point Advisors, LLC5,731$277K0.07%+71213F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC5,724$277K0.13%-1913F-HRTimeline
Piscataqua Savings Bank5,680$274K0.19%-1,30013F-HRTimeline
Rehmann Capital Advisory Group5,665$274K0.01%-2113F-HRTimeline
National Wealth Management Group, LLC5,648$273K0.1%+11913F-HRTimeline
Beaumont Financial Advisors, LLC5,624$272K0.02%+32713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,610$271K<0.01%-1,02813F-HRTimelineGroup
Red Mountain Financial, LLC5,597$270K0.25%+1413F-HRTimeline
Optimist Retirement Group LLC5,560$269K0.12%+413F-HRTimeline
Main Street Financial Solutions, LLC5,541$268K0.02%+25413F-HRTimeline
Aspen Wealth Management LLC5,508$266K0.05%+1913F-HRTimeline
United Advisor Group, LLC5,466$264K0.03%-42513F-HRTimeline
TSFG, LLC5,446$263K0.04%+413F-HRTimeline
Sovran Advisors, LLC4,904$262K0.02%-93113F-HRTimeline
Ironwood Financial, llc5,400$261K0.05%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,156$260K0.07%+1513F-HRTimeline
Stegent Equity Advisors, Inc.5,371$260K0.22%013F-HRTimeline
STOCK YARDS BANK & TRUST CO5,366$259K0.01%+11113F-HRTimeline
BURLING WEALTH PARTNERS, LLC5,344$258K0.04%+80013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO5,336$258K0.03%013F-HRTimeline
Financial Solutions Advisory Group, Inc.5,330$258K0.04%13F-HRTimeline
Cranbrook Wealth Management, LLC5,325$257K0.05%+413F-HRTimeline
Mascagni Wealth Management, Inc.5,298$256K0.18%-43513F-HRTimeline
Kraft, Davis & Associates, LLC4,799$256K0.05%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,263$254K<0.01%-70,23713F-HRTimelineGroup
Trinity Wealth Management, LLC5,255$254K0.09%+5713F-HRTimeline
Councilor Wealth, LLC5,248$254K0.12%-1,05813F-HRTimeline
N.E.W. Advisory Services LLC5,218$252K0.02%-1,64813F-HRTimeline
Duncan Williams Asset Management, LLC5,216$252K0.07%-84413F-HRTimeline
Bernard Wealth Management Corp.5,202$251K0.11%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,175$250K0.01%+29113F-HRTimelineGroup
Whitegate Investment Counselors, Inc.5,155$249K0.08%013F-HRTimeline
PSI Advisors, LLC5,132$248K0.06%-38313F-HRTimeline
TUCKER ASSET MANAGEMENT LLC5,132$248K0.07%+5,12013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,016$242K0.01%013F-HRTimeline
Main Line Retirement Advisors, LLC4,995$241K0.12%+1013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC4,988$241K0.07%-13113F-HRTimeline
Dorsey & Whitney Trust CO LLC4,981$241K0.01%013F-HRTimeline
Kelman-Lazarov, Inc.4,979$241K0.03%+1113F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC4,921$239K0.04%+1713F-HRTimeline
Lavaca Capital LLC4,901$237K0.04%-613F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV4,896$237K0.09%-39913F-HRTimeline
Aprio Wealth Management, LLC4,880$236K0.01%new13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC4,392$232K0.1%+5913F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC4,736$229K0.02%013F-HRTimelineGroup
Hamilton Wealth, LLC4,721$228K0.04%013F-HR/ATimeline
WEDBUSH SECURITIES INC4,684$226K0.01%new13F-HRTimeline
Stanich Group LLC4,666$225K0.17%-1413F-HRTimeline
Strategic Wealth Partners, Ltd.4,597$222K0.02%-21013F-HRTimeline
Glenview Trust Co4,500$217K<0.01%013F-HRTimeline
Counterweight Ventures, LLC4,489$217K0.12%013F-HRTimeline
Pine Valley Investments Ltd Liability Co4,485$217K0.01%013F-HRTimeline
Wealthquest Corp4,470$216K0.02%-48313F-HR/ATimeline
GSG Advisors LLC4,448$215K0.06%013F-HRTimeline
STEVENS CAPITAL PARTNERS4,434$214K0.05%new13F-HRTimeline
Accretive Wealth Partners, LLC4,430$214K0.06%new13F-HRTimeline
Onyx Bridge Wealth Group LLC4,379$212K0.02%-1,96713F-HRTimeline
Financial Strategies Group, Inc.3,968$211K0.04%new13F-HRTimeline
Guardian Wealth Advisors, LLC4,357$211K0.12%-12013F-HRTimeline
Mesirow Financial Investment Management…4,346$210K<0.01%new13F-HRTimeline
HBW ADVISORY SERVICES LLC4,343$210K0.02%-8,94213F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC4,337$210K<0.01%13F-HRTimelineGroup
Marion Wealth Management4,329$209K0.05%-10513F-HRTimeline
Professional Financial Advisors, LLC4,327$209K0.04%-18613F-HRTimeline
Wilson & Boucher Capital Management, LLC4,300$208K0.14%013F-HRTimeline
Sigma Planning Corp4,289$207K0.01%-61513F-HRTimeline
BlueChip Wealth Advisors LLC4,282$207K0.09%new13F-HRTimeline
Elevation Wealth Management LLC4,282$207K0.19%013F-HRTimeline
Fonville Wealth Management LLC4,267$206K0.04%new13F-HRTimeline
Forza Wealth Management, LLC4,249$205K0.07%new13F-HRTimeline
Independence Bank of Kentucky4,233$205K0.03%013F-HRTimeline
True Vision MN LLC4,219$204K0.11%-1,02313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC4,216$204K0.02%-27313F-HRTimeline
RCW Management, LLC4,208$203K0.21%new13F-HRTimeline
Capital Investment Advisors, LLC4,197$203K<0.01%new13F-HR/ATimeline