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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

885 managers (895 13F filers) reported a position in SPSM shares at 2025-03-31, 194,580,916 shares in all. 56 filers opened a position and 83 filers sold out during the quarter.

Managers
885
13F filers
895
New
56
Added
360
Reduced
349
Sold out
83
Shares held by filers
194,580,916

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BARRETT & COMPANY, INC.562$22.9K0.01%013F-HRTimeline
Bellwether Advisors, LLC561$22.9K<0.01%013F-HRTimeline
North Star Investment Management Corp.559$22.8K<0.01%+213F-HRTimeline
GW&K Investment Management, LLC534$22K<0.01%new13F-HRTimeline
Transce3nd, LLC517$21.1K0.01%-77213F-HRTimeline
LRI Investments, LLC516$21K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.500$20.4K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…498$20.3K<0.01%+38513F-HRTimelineGroup
Plante Moran Financial Advisors, LLC493$20.1K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.484$19.7K0.01%-95413F-HRTimeline
Realta Investment Advisors479$19.5K0.01%+11513F-HRTimeline
BOKF, NAin group BOKF, NA475$19.4K<0.01%new13F-HRTimelineGroup
von Borstel & Associates, Inc.457$18K0.01%new13F-HRTimeline
SJS Investment Consulting Inc.426$17.4K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates406$16.5K0.01%013F-HRTimeline
WEBSTER BANK, N. A.400$16.3K<0.01%-20013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC357$14.6K<0.01%+313F-HRTimeline
AllSquare Wealth Management LLC357$14.6K0.01%013F-HRTimeline
Westside Investment Management, Inc.346$14.1K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.344$14K<0.01%+213F-HRTimeline
EPG Wealth Management LLC318$13K<0.01%+113F-HRTimeline
Binnacle Investments Inc300$12.2K0.01%13F-HRTimeline
SBI Securities Co., Ltd.293$11.9K<0.01%-1813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.257$10.5K<0.01%013F-HRTimelineGroup
Arax Advisory Partners252$10.3K<0.01%-17613F-HRTimeline
POM Investment Strategies, LLC249$10.1K0.01%new13F-HRTimeline
Rossby Financial, LCC258$10K<0.01%new13F-HRTimeline
Centricity Wealth Management, LLC245$9.99K0.01%013F-HRTimeline
Compass Financial Services Inc232$9.47K<0.01%+6713F-HRTimeline
Financial Freedom, LLC231$9.42K0.01%013F-HRTimeline
Centerpoint Advisors, LLC214$9K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC207$8.44K0.01%+213F-HRTimeline
MATHER GROUP, LLC.204$8.31K<0.01%-27913F-HRTimeline
Redwood Park Advisors LLC186$7.58K0.01%013F-HRTimeline
Mattson Financial Services, LLC174$7.09K<0.01%new13F-HRTimeline
Ruedi Wealth Management, Inc.171$6.98K<0.01%-113F-HRTimeline
Horizons Wealth Management164$6.68K0.01%013F-HRTimeline
REAP Financial Group, LLC161$6.56K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC157$6.4K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC154$6.28K<0.01%-913F-HRTimeline
Lindbrook Capital, LLC152$6.21K<0.01%013F-HRTimeline
Woodside Wealth Management LLC144$5.87K0.01%13F-HRTimeline
HFM Investment Advisors, LLC144$5.84K<0.01%13F-HRTimeline
Beacon Capital Management, LLC135$5.51K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC135$5.5K<0.01%-113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…132$5.38K<0.01%013F-HRTimeline
Asset Dedication, LLC130$5.3K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC129$5.26K<0.01%013F-HRTimeline
Glassman Wealth Services125$5.09K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC115$4.67K<0.01%-1,01813F-HRTimeline
WOLFF WIESE MAGANA LLC113$4.61K<0.01%-3513F-HRTimeline
Laurel Wealth Advisors LLC113$4.57K<0.01%+3313F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…105$4.01K<0.01%013F-HRTimeline
HOWE & RUSLING INC97$3.95K<0.01%new13F-HRTimeline
Tower View Wealth Management LLC96$3.91K<0.01%013F-HRTimeline
Financial Perspectives, Inc90$3.67K<0.01%013F-HRTimeline
Breakwater Investment Management85$3.46K<0.01%013F-HRTimeline
WFA Asset Management Corp76$3.26K<0.01%-113F-HRTimeline
WPG Advisers, LLC80$3.26K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management83$3K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…72$2.94K<0.01%013F-HRTimelineGroup
Tradewinds Capital Management, LLC59$2.4K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp50$2.04K<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC47$1.92K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC49$1.87K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC42$1.71K<0.01%+2013F-HRTimeline
Christopher J. Hasenberg, Inc41$1.68K<0.01%013F-HRTimeline
New Millennium Group LLC38$1.55K<0.01%-9613F-HRTimeline
Kozak & Associates, Inc.40$1.51K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…34$1.39K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.32$1.3K<0.01%-1613F-HRTimeline
1620 INVESTMENT ADVISORS, INC.31$1.26K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division28$1.14K<0.01%013F-HRTimeline
Covestor Ltd36$1K<0.01%-2913F-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$897<0.01%013F-HRTimeline
Fortis Group Advisors, LLC19$774<0.01%new13F-HRTimeline
Truvestments Capital LLC10$408<0.01%-5013F-HRTimeline
NewSquare Capital LLC6$245<0.01%013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY4$173<0.01%013F-HRTimeline
AlphaCore Capital LLC3$122<0.01%new13F-HRTimeline
Bogart Wealth, LLC2$82<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC1$41<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-9,31213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC1$16.4K-36413F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.