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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

891 managers (900 13F filers) reported a position in SPSM shares at 2025-09-30, 196,254,091 shares in all. 80 filers opened a position and 48 filers sold out during the quarter.

Managers
891
13F filers
900
New
80
Added
386
Reduced
303
Sold out
48
Shares held by filers
196,254,091

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Bullock Wealth Management Group720$33.4K0.02%+4813F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.687$31.8K0.01%013F-HRTimeline
Community Bank, N.A.677$31.4K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC673$31.2K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC670$31K0.01%013F-HR/ATimeline
FINANCIAL CONSULATE, INC658$30.5K<0.01%new13F-HRTimeline
Copia Wealth Management605$28K0.02%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.599$27.7K0.01%+313F-HRTimeline
Compass Financial Services Inc591$27.4K0.01%-16513F-HRTimeline
North Star Investment Management Corp.564$26.1K<0.01%+213F-HRTimeline
BARRETT & COMPANY, INC.562$26K0.01%013F-HRTimeline
GW&K Investment Management, LLC534$25K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/533$24.7K<0.01%013F-HRTimeline
Stone House Investment Management, LLC525$24.3K<0.01%new13F-HRTimeline
AlphaCore Capital LLC501$23.2K<0.01%+413F-HRTimeline
Center for Financial Planning, Inc.500$23.2K<0.01%013F-HRTimeline
MGB Wealth Management, LLC500$23.1K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC493$22.8K<0.01%-2013F-HRTimeline
Barnes Dennig Private Wealth Management…454$21K0.02%+9213F-HRTimeline
Essential Partners LLC448$20.8K0.01%013F-HRTimeline
SJS Investment Consulting Inc.426$19.7K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates406$18.8K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.400$18.5K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…394$18.3K<0.01%-513F-HRTimelineGroup
Rossby Financial, LCC369$17.1K0.01%013F-HRTimeline
AllSquare Wealth Management LLC357$16.5K0.01%013F-HRTimeline
Westside Investment Management, Inc.346$16K<0.01%013F-HRTimeline
REAP Financial Group, LLC334$15.5K<0.01%+17313F-HRTimeline
Blue Trust, Inc.328$15.2K<0.01%-28313F-HRTimeline
EPG Wealth Management LLC321$14.9K<0.01%+113F-HRTimeline
Covestor Ltd299$14K0.01%+12313F-HRTimeline
Binnacle Investments Inc300$13.9K0.01%013F-HRTimeline
SBI Securities Co., Ltd.299$13.8K<0.01%-3113F-HRTimeline
Vermillion Wealth Management, Inc.297$13.8K<0.01%-4813F-HRTimeline
Addison Advisors LLC291$13.5K<0.01%new13F-HRTimeline
Truvestments Capital LLC275$12.7K<0.01%+26513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.257$11.9K<0.01%013F-HRTimelineGroup
North Ridge Wealth Advisors, Inc.248$11.5K0.01%+113F-HRTimeline
SIGNATUREFD, LLC238$11K<0.01%+11913F-HRTimeline
Financial Freedom, LLC231$10.7K0.01%013F-HRTimeline
Centerpoint Advisors, LLC214$10K<0.01%013F-HRTimeline
MATHER GROUP, LLC.204$9.45K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…201$9.31K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC200$9.26K<0.01%013F-HRTimeline
Redwood Park Advisors LLC188$8.69K0.01%+113F-HRTimeline
2UniFi Bank187$8.66K<0.01%013F-HRTimeline
Horizons Wealth Management164$7.6K0.01%013F-HRTimeline
Woodside Wealth Management LLC153$7.09K0.01%+413F-HRTimeline
HFM Investment Advisors, LLC145$6.73K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.138$6.39K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC136$6.3K<0.01%+113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…132$6.12K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC130$6.03K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC130$6.02K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.126$5.84K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC113$5.24K<0.01%013F-HRTimeline
Cloud Capital Management, LLC112$5K<0.01%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…105$4.92K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC102$4.72K<0.01%-9,83313F-HRTimeline
Investors Research Corp87$4.03K<0.01%new13F-HRTimeline
Breakwater Investment Management85$3.94K<0.01%013F-HRTimeline
WPG Advisers, LLC80$3.71K<0.01%013F-HRTimeline
WFA Asset Management Corp77$3.48K<0.01%+113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…72$3.33K<0.01%013F-HRTimelineGroup
Guerra Advisors Inc68$3.16K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.55$3K<0.01%+2213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tradewinds Capital Management, LLC59$2.73K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp50$2.29K<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC47$2.18K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…42$1.95K<0.01%-9213F-HRTimelineGroup
Cornerstone Planning Group LLC60$1.82K<0.01%+1113F-HRTimeline
Cypress Capital Management LLC (WY)38$1.76K<0.01%013F-HRTimeline
New Millennium Group LLC38$1.76K<0.01%013F-HRTimeline
Quent Capital, LLC38$1.76K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…34$1.57K<0.01%013F-HRTimeline
Heritage Wealth Advisors30$1.39K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division28$1.3K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO25$1.16K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.22$1.02K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC19$880<0.01%013F-HRTimeline
Blume Capital Management, Inc.14$649<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC12$556<0.01%013F-HRTimeline
BFSG, LLC11$510<0.01%new13F-HRTimeline
Wealth Watch Advisors, INC7$324<0.01%new13F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY4$197<0.01%013F-HRTimeline
Bogart Wealth, LLC2$93<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…1$46<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.1$46<0.01%013F-HRTimeline
MASECO LLP1$46<0.01%new13F-HRTimeline
Kozak & Associates, Inc.0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth17$00%new13F-HRTimelineValue filed as zero, left out of ratios.