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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

919 managers (929 13F filers) reported a position in SPSM shares at 2024-12-31, 206,190,637 shares in all. 68 filers opened a position and 54 filers sold out during the quarter.

Managers
919
13F filers
929
New
68
Added
412
Reduced
265
Sold out
54
Shares held by filers
206,190,637

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
HHM Wealth Advisors, LLC1,466$65.9K0.01%013F-HRTimeline
Transcendent Capital Group LLC1,461$65.6K0.03%+313F-HRTimeline
ATWOOD & PALMER INC1,385$62.2K<0.01%013F-HRTimeline
Householder Group Estate & Retirement S…1,338$60K0.04%-17,39013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,334$59.9K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,319$59.2K<0.01%+1,09613F-HRTimelineGroup
Sugar Maple Asset Management, LLC1,317$59.2K0.05%new13F-HRTimeline
Transce3nd, LLC1,289$57.9K0.02%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,271$57.1K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,263$56.7K<0.01%-35113F-HRTimeline
Wingate Wealth Advisors, Inc.1,238$55.6K0.05%13F-HRTimeline
Sandy Spring Bank1,223$55K<0.01%+313F-HRTimeline
SIGNATUREFD, LLC1,133$50.9K<0.01%-7513F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,089$48.9K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co1,075$48.3K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,063$47.7K<0.01%013F-HRTimeline
Capital Investment Counsel, Inc1,034$46.4K0.01%new13F-HRTimeline
IMG Wealth Management, Inc.1,008$45.3K0.04%13F-HRTimeline
Red Tortoise LLC929$41.7K0.02%+613F-HRTimeline
WealthShield Partners, LLC918$41.2K0.01%+513F-HRTimeline
Accredited Wealth Management, LLC900$40.4K0.04%13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC900$40.4K0.03%13F-HRTimeline
Rialto Wealth Management, LLC824$37K0.01%13F-HRTimeline
Cape Investment Advisory, Inc.783$35.2K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC755$33.9K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…721$32.4K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.687$30.9K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC673$30.2K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC670$30.1K0.01%013F-HRTimeline
Bullock Wealth Management Group667$30K0.02%-57013F-HRTimeline
Community Bank, N.A.638$28.7K<0.01%013F-HRTimeline
Copia Wealth Management605$27.2K0.03%13F-HRTimeline
WEBSTER BANK, N. A.600$27K<0.01%-55013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.592$26.6K0.01%+11913F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC576$25.9K0.01%+313F-HRTimeline
BARRETT & COMPANY, INC.562$25.2K0.01%013F-HRTimeline
Bellwether Advisors, LLC561$25.2K<0.01%new13F-HRTimeline
North Star Investment Management Corp.557$25K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.500$22.5K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC493$22.1K<0.01%013F-HRTimeline
MATHER GROUP, LLC.483$21.7K<0.01%013F-HRTimeline
Horizon Investments, LLC476$21.4K<0.01%new13F-HRTimeline
Arax Advisory Partners428$19.3K<0.01%+8713F-HRTimeline
SJS Investment Consulting Inc.426$19.1K<0.01%013F-HRTimeline
Crewe Advisors LLC411$18.5K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates406$18.2K0.01%013F-HRTimeline
Measured Risk Portfolios, Inc.402$18.1K0.02%13F-HRTimeline
Minot DeBlois Advisors LLC379$17K0.02%13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/377$16.9K0.01%013F-HRTimelineGroup
Realta Investment Advisors364$16.5K0.01%-81213F-HRTimeline
CURIO WEALTH, LLC365$16.4K0.01%13F-HRTimeline
AllSquare Wealth Management LLC357$16K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC354$15.9K<0.01%+1713F-HRTimeline
Westside Investment Management, Inc.346$15.5K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.342$15.4K0.01%13F-HRTimeline
EPG Wealth Management LLC317$14.2K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.311$14K<0.01%13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.257$11.9K<0.01%+23813F-HRTimelineGroup
Valued Wealth Advisors LLC253$11.4K0.01%new13F-HRTimeline
Sanctuary Wealth Management, L.L.C.246$11.1K0.01%013F-HRTimeline
Centricity Wealth Management, LLC245$11K0.01%13F-HRTimeline
Financial Freedom, LLC231$10.4K0.01%013F-HRTimeline
Coppell Advisory Solutions LLC229$10.3K<0.01%+9513F-HRTimeline
Hemington Wealth Management230$10K<0.01%new13F-HRTimeline
Centerpoint Advisors, LLC214$10K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC205$9.21K0.01%+1113F-HRTimeline
Van Hulzen Asset Management, LLC201$9.03K<0.01%new13F-HRTimeline
Redwood Park Advisors LLC186$8.36K0.01%13F-HRTimeline
Ruedi Wealth Management, Inc.172$7.71K<0.01%-113F-HRTimeline
Compass Financial Services Inc165$7.42K<0.01%13F-HRTimeline
Horizons Wealth Management164$7.37K0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC163$7.32K<0.01%-213F-HRTimeline
REAP Financial Group, LLC161$7.23K<0.01%-7213F-HRTimeline
Bristlecone Advisors, LLC157$7.05K<0.01%013F-HRTimeline
Lindbrook Capital, LLC152$6.85K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC148$6.65K<0.01%-36013F-HRTimeline
Frazier Financial Advisors, LLC136$6.12K<0.01%+313F-HRTimeline
Beacon Capital Management, LLC135$6.05K<0.01%+113F-HRTimeline
New Millennium Group LLC134$6.02K<0.01%+6213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…132$5.93K<0.01%013F-HRTimeline
Asset Dedication, LLC130$5.84K<0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC129$5.78K<0.01%+213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…113$5.06K<0.01%+113F-HRTimelineGroup
Ransom Advisory, Ltd111$4.99K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…105$4.87K<0.01%013F-HRTimeline
Tower View Wealth Management LLC96$4.29K<0.01%-6613F-HRTimeline
Financial Perspectives, Inc90$4.04K<0.01%013F-HRTimeline
Breakwater Investment Management85$3.82K<0.01%+7013F-HR/ATimeline
WPG Advisers, LLC80$3.59K<0.01%13F-HRTimeline
Laurel Wealth Advisors LLC80$3.59K<0.01%+813F-HRTimeline
WFA Asset Management Corp77$3.46K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…72$3.23K<0.01%-5013F-HRTimelineGroup
Covestor Ltd65$3K<0.01%+1813F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC62$2.82K<0.01%new13F-HRTimelineGroup
Truvestments Capital LLC60$2.69K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC59$2.65K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC49$2.26K<0.01%-10313F-HRTimeline
Murphy & Mullick Capital Management Corp50$2.25K<0.01%13F-HRTimeline
SOA Wealth Advisors, LLC.48$2.16K<0.01%new13F-HR/ATimeline
ISLAY CAPITAL MANAGEMENT, LLC47$2.11K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.46$2.07K<0.01%new13F-HRTimeline
Parallel Advisors, LLC45$2.02K<0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc41$1.84K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…34$1.53K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.31$1.39K<0.01%new13F-HRTimeline
High Note Wealth, LLC28$1.26K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division28$1.26K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.33$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DHJJ Financial Advisors, Ltd.22$989<0.01%013F-HRTimeline
Capital A Wealth Management, LLC22$988<0.01%13F-HRTimeline
FLP Wealth Management, LLC20$898<0.01%13F-HRTimeline
RE Dickinson Investment Advisors, LLC1,435$6450.04%new13F-HR/ATimeline
Hexagon Capital Partners LLC9$404<0.01%-1113F-HRTimeline
NewSquare Capital LLC6$270<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.5$2460.02%-5,15913F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY4$190<0.01%013F-HRTimeline
Bogart Wealth, LLC2$90<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1$45<0.01%-5413F-HRTimelineGroup
Clark Wealth Partners1$45<0.01%13F-HRTimeline