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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

1,043 managers (1,058 13F filers) reported a position in SPSM shares at 2026-06-30, 217,849,942 shares in all. 103 filers opened a position and 41 filers sold out during the quarter.

Managers
1,043
13F filers
1,058
New
103
Added
428
Reduced
376
Sold out
41
Shares held by filers
217,849,942

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Vident Advisory, LLCin group Vident Advisory, LLC4,256$245K<0.01%new13F-HRTimelineGroup
Forza Wealth Management, LLC4,249$245K0.08%013F-HRTimeline
Independence Bank of Kentucky4,233$244K0.03%013F-HRTimeline
Buska Wealth Management, LLC4,226$244K0.09%new13F-HRTimeline
Capital Investment Advisors, LLC4,209$243K<0.01%+1213F-HRTimeline
Marion Wealth Management4,201$242K0.05%-12813F-HRTimeline
Capital Squared Financial LLC4,193$242K0.16%+1513F-HRTimeline
Ethic Inc.4,174$241K<0.01%new13F-HRTimeline
Prosperity Consulting Group, LLC4,167$240K0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC4,143$239K0.02%-7313F-HRTimeline
Round Rock Advisors LLC4,085$236K0.03%new13F-HRTimeline
Onyx Bridge Wealth Group LLC4,046$233K0.02%-33313F-HRTimeline
PINNACLE ASSOCIATES LTD4,036$233K<0.01%new13F-HRTimeline
POWER WEALTH MANAGEMENT LLC3,999$231K0.08%new13F-HRTimeline
Elevation Wealth Management LLC3,994$230K0.17%-28813F-HRTimeline
Certified Advisory Corp3,966$229K0.02%new13F-HRTimeline
Financial Strategies Group, Inc.4,009$228K0.04%+4113F-HRTimeline
S.A. Mason LLC3,954$228K0.07%+2513F-HRTimeline
Madison Wealth Partners, Inc3,936$227K0.03%new13F-HRTimeline
Warner Group LLC3,935$227K0.06%new13F-HRTimeline
Brookwood Investment Group LLC3,919$226K0.03%new13F-HRTimeline
Quadcap Wealth Management, LLC3,906$225K0.02%new13F-HRTimeline
NorthCrest Asset Manangement, LLC3,979$225K0.01%new13F-HRTimeline
Well Done, LLC3,900$225K0.03%new13F-HRTimeline
Objective Capital Management, LLC3,893$225K0.2%new13F-HRTimeline
Five Oceans Advisors3,887$224K0.07%new13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…3,879$224K0.02%new13F-HRTimeline
WEDBUSH SECURITIES INC3,874$223K0.01%-81013F-HRTimeline
Zhang Financial LLC3,859$223K0.01%new13F-HRTimeline
Performance Wealth Partners, LLC3,850$222K0.01%new13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,821$220K0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…3,811$220K0.01%-7613F-HRTimeline
FreeGulliver LLC3,784$218K0.08%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,769$217K0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC3,761$217K0.01%+1,32313F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC3,747$216K0.03%new13F-HRTimeline
NCM Capital Management, LLC3,736$215K0.07%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,727$215K0.13%-13913F-HRTimeline
Rooted Wealth Advisors, Inc.3,703$214K0.05%new13F-HRTimeline
Amplius Wealth Advisors, LLC3,684$212K0.02%new13F-HRTimeline
Diligent Investors, LLC3,670$212K0.05%new13F-HRTimeline
Hopwood Nicholas Hunter3,659$211K0.06%new13F-HRTimeline
Ignite Planners, LLC3,621$209K0.03%new13F-HRTimeline
Flagship Private Wealth, LLC3,610$208K0.07%new13F-HRTimeline
Fox Financial, Inc3,590$207K0.14%new13F-HRTimeline
FSA Advisors, Inc.3,585$207K0.09%new13F-HR/ATimeline
Rockline Wealth Management, LLC3,542$204K0.04%new13F-HRTimeline
Broadway Wealth Solutions, Inc.3,515$203K0.09%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC3,514$203K0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.3,499$202K0.05%-24413F-HRTimeline
Csenge Advisory Group3,496$202K0.01%new13F-HRTimeline
New England Private Wealth Advisors LLC3,579$202K0.02%new13F-HRTimeline
Arax Advisory Partners3,335$192K<0.01%+2,59613F-HRTimeline
Madison Park Capital Advisors, LLC10,000$185K0.13%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,128$180K<0.01%+2,10113F-HRTimelineGroup
NFSG Corp3,111$179K0.02%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,075$177K<0.01%-55,65913F-HRTimelineGroup
Global Trust Asset Management, LLC2,998$173K0.05%013F-HRTimeline
First Pacific Financial2,946$170K0.02%013F-HRTimeline
MJT & Associates Financial Advisory Gro…2,938$169K0.11%013F-HRTimeline
Cape Investment Advisory, Inc.2,919$168K0.05%new13F-HRTimeline
GGM Financial LLC2,886$166K0.06%-28913F-HRTimeline
GAMMA Investing LLC2,831$163K0.01%-1113F-HRTimeline
MidFirst Bank2,825$163K0.01%+66813F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,720$157K0.02%013F-HRTimeline
Joseph Group Capital Management2,649$153K0.03%-2313F-HRTimeline
Abound Wealth Management2,642$152K0.03%+5813F-HRTimeline
Park Place Capital Corp2,616$151K0.02%+913F-HRTimeline
Piscataqua Savings Bank2,500$144K0.1%-3,18013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,480$143K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC2,444$141K0.1%013F-HRTimeline
Paladin Advisory Group, LLC2,437$141K0.09%-9813F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,374$137K0.03%+1,81113F-HRTimeline
Dogwood Wealth Management LLC2,343$135K0.05%-12913F-HRTimeline
WHITTIER TRUST CO2,324$133K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC2,278$131K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,193$127K<0.01%+92213F-HRTimelineGroup
Glen Eagle Advisors, LLC2,194$127K0.02%-15313F-HRTimeline
Topsail Wealth Management, LLC2,170$125K0.02%013F-HRTimeline
Fairway Wealth LLC2,005$116K0.03%013F-HRTimeline
Smithfield Trust Co2,081$114K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC1,958$113K0.04%-14613F-HRTimeline
BALLAST ADVISORS LLC1,838$106K0.03%-10013F-HRTimeline
Sage Mountain Advisors LLC1,831$106K0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,824$105K<0.01%-1,99713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,812$104K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,803$104K<0.01%-1113F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,560$90K<0.01%013F-HRTimelineGroup
Silver Grove Financial Group, Inc.1,554$89.6K0.05%+99013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,542$88.9K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,536$88.6K0.01%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC1,528$88.1K0.03%new13F-HRTimeline
Anchor Investment Management, LLC1,463$84.4K0.01%-8,00013F-HRTimeline
Balentine LLC1,425$82.2K<0.01%new13F-HRTimeline
PlanVest Financial, Inc1,365$78.7K0.05%+113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,340$77.3K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,335$77K<0.01%+213F-HRTimeline
Private Wealth Asset Management, LLC1,315$75.8K0.01%013F-HRTimeline
Atomic Invest LLC1,267$72.6K0.01%-6813F-HRTimeline
REAP Financial Group, LLC1,248$72K0.01%+90713F-HRTimeline
Clearstead Trust, LLC1,213$70K0.01%+37913F-HRTimeline
VIMA LLC1,169$67.4K0.07%13F-HRTimeline
LifeSteps Financial, Inc.1,153$66.5K0.03%new13F-HRTimeline
MeadowBrook Investment Advisors LLC1,150$66.3K0.05%013F-HRTimeline
Parallel Advisors, LLC1,125$64.9K<0.01%+6113F-HRTimeline
Brooklyn FI, LLC1,143$64.8K0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,109$64K<0.01%+84313F-HRTimelineGroup
Walsh & Associates, LLC1,088$62.8K0.05%+10013F-HRTimeline
CENTRAL TRUST Co1,075$62K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,034$59.6K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,033$59.6K<0.01%+49513F-HRTimeline
MCDONALD PARTNERS LLC1,031$59.5K0.01%new13F-HRTimeline
Crewe Advisors LLC976$56.3K<0.01%+73613F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/973$56.1K0.02%013F-HRTimelineGroup
Keating Financial Advisory Services, In…949$54.7K0.01%-74513F-HRTimeline
AMERIFLEX GROUP, INC.940$54.2K0.02%+113F-HRTimeline
GILL CAPITAL PARTNERS, LLC914$52.7K0.01%013F-HRTimeline
Sachetta, LLC906$52.3K0.03%+313F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC900$51.9K0.03%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp895$51.6K<0.01%-2313F-HRTimelineGroup
Blue Trust, Inc.891$51.4K<0.01%+17513F-HRTimeline
Signature Equity Partners, LLC885$51K0.02%-72413F-HRTimeline
Orion Capital Management LLC870$50.2K0.02%-28013F-HRTimeline
IMG Wealth Management, Inc.869$50.1K0.03%013F-HRTimeline
Buck Wealth Strategies, LLC856$49.3K0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB833$48K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…822$47.1K<0.01%+213F-HRTimeline
MCF Advisors LLC800$46.1K<0.01%013F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…804$46K<0.01%013F-HRTimeline
POM Investment Strategies, LLC796$45.9K0.05%+2113F-HRTimeline
Align Financial, LLC777$44.8K0.02%013F-HRTimeline
Manchester Capital Management LLC762$43.9K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC755$43.5K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC713$41.1K0.01%013F-HRTimeline
Copia Wealth Management691$39.9K0.02%013F-HRTimeline
Community Bank, N.A.677$39K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC673$38.8K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC670$38.6K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.660$38.1K0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA629$36.3K<0.01%new13F-HRTimelineGroup
Financial Perspectives, Inc625$36K0.01%+213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…616$35.5K0.01%+5013F-HRTimeline
ATWOOD & PALMER INC607$35K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.606$34.9K0.01%+213F-HRTimeline
Strive Financial Group ,LLC600$34.6K0.02%013F-HR/ATimeline
North Star Investment Management Corp.571$32.9K<0.01%+213F-HRTimeline
BARRETT & COMPANY, INC.562$32.4K0.01%013F-HRTimeline
Oakmont Advisory Group, LLC559$32.2K0.03%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS548$31.6K<0.01%new13F-HRTimeline
GW&K Investment Management, LLC534$31K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/533$30.7K<0.01%013F-HRTimeline
PROTECTIVE LIFE CORP523$30.2K0.22%-5013F-HRTimeline
Rossby Financial, LCC501$28.9K0.01%+913F-HRTimeline
Center for Financial Planning, Inc.500$28.8K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…495$28.5K0.02%013F-HRTimeline
Covestor Ltd459$26K0.02%-9313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.447$26K<0.01%-1613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Essential Partners LLC448$25.8K0.01%013F-HRTimeline
Community Financial Services Group, LLC442$25.4K<0.01%new13F-HRTimeline
UMB Bank, n.a.429$24.7K<0.01%+22813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SJS Investment Consulting Inc.426$24.6K<0.01%013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…409$23.6K0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC406$23.4K0.01%-4,72613F-HRTimeline
Stone House Investment Management, LLC404$23.3K<0.01%-613F-HRTimeline
WEBSTER BANK, N. A.400$23.1K<0.01%013F-HRTimeline
Highland Investment Advisors LLC400$23.1K0.01%13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.394$22.7K0.01%+2013F-HRTimeline
TOP Private Wealth LLC.390$22.5K0.02%13F-HRTimeline
MATHER GROUP, LLC.385$22.2K<0.01%-44313F-HRTimeline
Rialto Wealth Management, LLC369$21.3K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC359$20.7K0.01%-913F-HRTimeline
Westside Investment Management, Inc.346$20K<0.01%013F-HRTimeline
Key Capital Management, INC337$19.4K0.01%-1813F-HRTimeline
EPG Wealth Management LLC325$18.7K<0.01%+213F-HRTimeline
Hickory Point Bank & Trust320$18.5K0.01%013F-HRTimeline
Cornerstone Financial Management LLC311$17.9K0.01%013F-HR/ATimeline
Vermillion Wealth Management, Inc.301$17.4K<0.01%+113F-HRTimeline
MOTCO299$17.2K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC286$16.2K<0.01%+23613F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.270$15.6K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC255$14.7K<0.01%-313F-HRTimeline
United Financial Planning Group LLC245$14.1K0.01%013F-HRTimeline
Hurley Capital, LLC225$13K0.01%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC220$12.7K0.01%new13F-HRTimeline
SBI Securities Co., Ltd.216$12.5K<0.01%-513F-HRTimeline
Networth Advisors, LLC210$12.1K0.01%+18913F-HRTimeline
Centerpoint Advisors, LLC214$12K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding201$11.6K-118Timeline
Costello Asset Management, INC200$11.5K<0.01%013F-HRTimeline
ROGCO, LP198$11.4K<0.01%013F-HRTimeline
SHP Wealth Management194$11.2K<0.01%013F-HRTimeline
Capital Advisor Network LLC192$11.1K0.01%new13F-HRTimeline
Redwood Park Advisors LLC190$10.9K0.01%+113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC180$10.4K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC173$9.96K<0.01%-13313F-HRTimeline
PITTENGER & ANDERSON INC171$9.86K<0.01%-9313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…168$9.69K<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC158$9.11K<0.01%-66713F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC154$8.88K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA151$8.71K<0.01%013F-HRTimeline