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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

886 managers (893 13F filers) reported a position in SPSM shares at 2025-06-30, 190,431,189 shares in all. 68 filers opened a position and 74 filers sold out during the quarter.

Managers
886
13F filers
893
New
68
Added
376
Reduced
315
Sold out
74
Shares held by filers
190,431,189

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Plante Moran Financial Advisors, LLC513$21.9K<0.01%+2013F-HRTimeline
MGB Wealth Management, LLC500$21.3K0.01%-11,44013F-HRTimeline
Center for Financial Planning, Inc.500$21.3K<0.01%013F-HRTimeline
AlphaCore Capital LLC497$21.2K<0.01%+49413F-HRTimeline
Creekmur Asset Management LLC467$19.9K<0.01%new13F-HRTimeline
Essential Partners LLC448$19.1K0.01%13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC439$18.7K0.01%+8213F-HRTimeline
SJS Investment Consulting Inc.426$18.1K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates406$17.3K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.400$17K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…399$17K<0.01%-9913F-HRTimelineGroup
Capital A Wealth Management, LLC386$16.3K0.18%+34413F-HRTimeline
Rossby Financial, LCC369$15.7K0.01%+11113F-HRTimeline
Realta Investment Advisors366$15.6K0.01%-11313F-HRTimeline
Barnes Dennig Private Wealth Management…362$15.4K0.02%new13F-HRTimeline
AllSquare Wealth Management LLC357$15.2K0.01%013F-HRTimeline
Westside Investment Management, Inc.346$14.7K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.345$14.7K0.01%+113F-HRTimeline
SBI Securities Co., Ltd.330$14.1K<0.01%+3713F-HRTimeline
EPG Wealth Management LLC320$13.6K<0.01%+213F-HRTimeline
HOWE & RUSLING INC309$13.2K<0.01%+21213F-HRTimeline
Binnacle Investments Inc300$12.8K0.01%013F-HRTimeline
Asset Dedication, LLC279$11.9K<0.01%+14913F-HRTimeline
Safe Harbor Fiduciary, LLC278$11.8K0.01%+7113F-HRTimeline
Mid-American Wealth Advisory Group, Inc.259$11K0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.257$10.9K<0.01%013F-HRTimelineGroup
Arax Advisory Partners252$10.8K<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.247$10.5K0.01%new13F-HRTimeline
Centricity Wealth Management, LLC245$10.4K0.01%013F-HRTimeline
Clearstead Trust, LLC240$10.2K<0.01%new13F-HRTimeline
Financial Freedom, LLC231$9.84K0.01%013F-HRTimeline
Joseph Group Capital Management227$9.67K<0.01%new13F-HR/ATimeline
Centerpoint Advisors, LLC214$9K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd209$8.9K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding201$8.69K-49,808Timeline
Costello Asset Management, INC200$8.52K<0.01%new13F-HRTimeline
Covestor Ltd176$8K<0.01%+14013F-HRTimeline
2UniFi Bank187$7.97K<0.01%new13F-HRTimeline
Redwood Park Advisors LLC187$7.96K0.01%+113F-HRTimeline
Horizons Wealth Management164$6.99K0.01%013F-HRTimeline
REAP Financial Group, LLC161$6.86K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC157$6.69K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC154$6.56K<0.01%013F-HRTimeline
Woodside Wealth Management LLC149$6.35K0.01%+513F-HRTimeline
HFM Investment Advisors, LLC145$6.2K<0.01%+113F-HRTimeline
Quaker Wealth Management, LLC144$6.13K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.138$5.88K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC135$5.77K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC134$5.7K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…134$5.7K<0.01%new13F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…132$5.62K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC130$5.52K<0.01%+113F-HRTimeline
1620 INVESTMENT ADVISORS, INC.126$5.37K<0.01%+9513F-HRTimeline
AMERIFLEX GROUP, INC.126$5.36K<0.01%-35813F-HRTimeline
SIGNATUREFD, LLC119$5.09K<0.01%+413F-HRTimeline
WOLFF WIESE MAGANA LLC113$4.81K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…105$4.47K<0.01%013F-HRTimeline
Breakwater Investment Management85$3.62K<0.01%013F-HRTimeline
WPG Advisers, LLC80$3.41K<0.01%013F-HRTimeline
WFA Asset Management Corp76$3.16K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…72$3.07K<0.01%013F-HRTimelineGroup
Tradewinds Capital Management, LLC59$2.51K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp50$2.13K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC49$2.12K<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC47$2K<0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc41$1.75K<0.01%013F-HRTimeline
Cypress Capital Management LLC (WY)38$1.62K<0.01%new13F-HRTimeline
New Millennium Group LLC38$1.62K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.37$1.58K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…34$1.45K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS30$1.28K<0.01%new13F-HRTimelineGroup
Central Pacific Bank - Trust Division28$1.19K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO25$1.06K<0.01%-3,75013F-HRTimelineGroup
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$938<0.01%013F-HRTimeline
Fortis Group Advisors, LLC19$809<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC18$802<0.01%new13F-HRTimeline
Beacon Capital Management, LLC16$684<0.01%-11913F-HRTimeline
TUCKER ASSET MANAGEMENT LLC12$511<0.01%-4,05813F-HRTimeline
Truvestments Capital LLC10$426<0.01%013F-HRTimeline
NewSquare Capital LLC6$256<0.01%013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY4$185<0.01%013F-HRTimeline
Bogart Wealth, LLC2$85<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1$43<0.01%-3113F-HRTimeline
Kozak & Associates, Inc.0$7<0.01%-4013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.