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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

976 managers (987 13F filers) reported a position in SPSM shares at 2025-12-31, 209,153,231 shares in all. 75 filers opened a position and 39 filers sold out during the quarter.

Managers
976
13F filers
987
New
75
Added
378
Reduced
343
Sold out
39
Shares held by filers
209,153,231

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Cape Investment Advisory, Inc.2,964$139K0.04%+65913F-HRTimeline
MJT & Associates Financial Advisory Gro…2,938$138K0.1%013F-HR/ATimeline
Steigerwald, Gordon & Koch Inc.2,720$127K0.01%013F-HRTimeline
Joseph Group Capital Management2,717$127K0.03%+1813F-HRTimeline
IFC & Insurance Marketing, Inc.2,668$125K0.12%13F-HRTimeline
Glen Eagle Advisors, LLC2,617$123K0.02%-1,25313F-HRTimeline
Paladin Advisory Group, LLC2,535$119K0.09%-36013F-HRTimeline
Dogwood Wealth Management LLC2,526$118K0.05%-9113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,480$116K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC2,444$115K0.09%013F-HRTimeline
WHITTIER TRUST CO2,324$113K<0.01%013F-HRTimeline
SageView Advisory Group, LLC2,392$112K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC2,206$103K0.09%-35,86413F-HRTimeline
Topsail Wealth Management, LLC2,170$102K0.01%+1,00013F-HRTimeline
Medallion Wealth Advisors, LLC2,159$101K0.03%-4413F-HRTimeline
Abound Wealth Management2,105$98.7K0.02%013F-HRTimeline
Smithfield Trust Co2,081$93K<0.01%+25013F-HRTimeline
Rossmore Private Capital1,969$92.3K0.01%+30013F-HRTimeline
MidFirst Bank1,960$91.8K0.01%13F-HRTimeline
BALLAST ADVISORS LLC1,938$90.8K0.03%-41013F-HRTimeline
Sage Mountain Advisors LLC1,822$85.4K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,814$85K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,812$84.9K<0.01%013F-HRTimelineGroup
Navalign, LLC1,618$75.8K0.02%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC1,559$73.1K<0.01%+12713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,542$72.3K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,536$72K0.01%+1013F-HRTimeline
GAMMA Investing LLC1,498$70.2K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,467$68.7K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.1,445$67.7K0.01%013F-HRTimeline
ATWOOD & PALMER INC1,385$64.9K<0.01%013F-HRTimeline
Realta Investment Advisors1,380$64.7K0.02%+38013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,346$63.1K<0.01%013F-HRTimeline
Atomic Invest LLC1,324$62.8K0.04%13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,340$62.8K0.01%-1913F-HRTimeline
Private Wealth Asset Management, LLC1,315$61.6K0.01%013F-HRTimeline
Alexis Investment Partners, LLC1,280$60K0.02%013F-HRTimeline
Clearstead Trust, LLC1,192$55.9K0.01%+39913F-HRTimeline
Parallel Advisors, LLC1,179$55.2K<0.01%+10313F-HRTimeline
Root Financial Partners, LLC1,174$55K<0.01%-18213F-HRTimeline
MeadowBrook Investment Advisors LLC1,150$53.9K0.05%013F-HRTimeline
Orion Capital Management LLC1,150$53.9K0.02%-32013F-HRTimeline
CENTRAL TRUST Co1,075$50.4K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,056$49.5K0.01%+513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,044$48.9K<0.01%+313F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…1,034$48.5K0.01%+1,00013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,030$48K<0.01%013F-HRTimelineGroup
Barnes Dennig Private Wealth Management…1,021$47.8K0.05%+56713F-HRTimeline
Red Tortoise LLC985$46.2K0.02%+513F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/973$45.6K0.02%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.938$43.9K0.02%+7613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…925$43.4K<0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC900$42.2K0.03%013F-HRTimeline
IMG Wealth Management, Inc.869$40.7K0.03%013F-HRTimeline
MGB Wealth Management, LLC840$39.7K0.01%+34013F-HRTimeline
Wilmington Savings Fund Society, FSB833$39K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC813$38.1K0.02%013F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…804$38K<0.01%new13F-HRTimeline
MCF Advisors LLC800$37.5K<0.01%new13F-HRTimeline
Manchester Capital Management LLC787$36.9K0.01%-9913F-HRTimeline
WealthShield Partners, LLC779$36.5K<0.01%-14713F-HRTimeline
Align Financial, LLC36,410$36.4K0.03%13F-HRTimeline
MONTAG A & ASSOCIATES INC755$35.4K<0.01%013F-HRTimeline
Arax Advisory Partners753$35.3K<0.01%new13F-HRTimeline
Walsh & Associates, LLC738$34.6K0.03%13F-HRTimeline
Kingdom Financial Group LLC.731$34.2K0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC716$33.6K<0.01%+5813F-HRTimeline
Lodestone Wealth Management LLC713$33.4K0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.687$32.2K0.01%013F-HRTimeline
Community Bank, N.A.677$31.7K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC673$31.5K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC670$31.4K0.01%013F-HRTimeline
Qube Research & Technologies Ltd662$31K<0.01%new13F-HRTimeline
Scarborough Advisors, LLC659$30.9K0.01%-6413F-HRTimeline
Northwest Capital Management Inc607$28.4K0.12%-20513F-HRTimeline
Copia Wealth Management605$28.4K0.02%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.602$28.2K0.01%+313F-HRTimeline
Strive Financial Group ,LLC600$28.1K0.01%13F-HR/ATimeline
Compass Financial Services Inc594$27.9K0.01%+313F-HRTimeline
North Star Investment Management Corp.567$26.6K<0.01%+313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…566$26.5K0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.562$26.3K0.01%013F-HRTimeline
GW&K Investment Management, LLC534$25K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/533$25K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.530$24.8K<0.01%+3013F-HRTimeline
Basecamp Wealth Advisors LLC513$24K0.01%13F-HRTimeline
Plante Moran Financial Advisors, LLC512$24K<0.01%+1913F-HRTimeline
Crewe Advisors LLC500$23.4K<0.01%new13F-HRTimeline
UMB Bank, n.a.495$23.2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
REAP Financial Group, LLC483$22.6K<0.01%+14913F-HRTimeline
Stone House Investment Management, LLC479$22.5K<0.01%-4613F-HRTimeline
Essential Partners LLC448$21K0.01%013F-HRTimeline
SJS Investment Consulting Inc.426$20K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates406$19K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…406$19K<0.01%+1213F-HRTimelineGroup
WEBSTER BANK, N. A.400$18.7K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC399$18.7K0.02%13F-HRTimeline
Rialto Wealth Management, LLC369$17.3K<0.01%-55213F-HRTimeline
Westside Investment Management, Inc.346$16.2K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC330$15.5K0.01%+20013F-HRTimeline
EPG Wealth Management LLC322$15.1K<0.01%+113F-HRTimeline
Cornerstone Financial Management LLC311$14.6K0.01%13F-HR/ATimeline
Financial Perspectives, Inc310$14.5K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.299$14K0.01%+213F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC295$13.8K<0.01%new13F-HRTimeline
Safe Harbor Fiduciary, LLC285$13.4K0.01%13F-HRTimeline
Deane Retirement Strategies, Inc.279$13.1K0.01%new13F-HRTimeline
Covestor Ltd285$13K0.01%-1413F-HRTimeline
ALBION FINANCIAL GROUP /UT272$12.7K<0.01%new13F-HRTimeline
PITTENGER & ANDERSON INC264$12.4K<0.01%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.260$12.2K0.01%+1213F-HRTimeline
SIGNATUREFD, LLC258$12.1K<0.01%+2013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.257$12K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC252$11.8K<0.01%-11713F-HRTimeline
United Financial Planning Group LLC245$11.5K0.01%new13F-HRTimeline
New Millennium Group LLC233$10.9K<0.01%+19513F-HRTimeline
Financial Freedom, LLC231$10.8K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC218$10.2K<0.01%-4,49013F-HRTimelineGroup
Centerpoint Advisors, LLC214$10K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…201$9.42K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC200$9.37K<0.01%013F-HRTimeline
SHP Wealth Management194$9.09K<0.01%13F-HRTimeline
Redwood Park Advisors LLC188$8.83K0.01%013F-HRTimeline
2UniFi Bank187$8.76K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.185$8.67K<0.01%-11413F-HRTimeline
Wealth Watch Advisors, INC178$8.34K<0.01%+17113F-HRTimeline
Horizons Wealth Management164$7.68K0.01%013F-HRTimeline
HFM Investment Advisors, LLC164$7.66K<0.01%+1913F-HRTimeline
Woodside Wealth Management LLC156$7.31K0.01%+313F-HRTimeline
FIRST COMMUNITY TRUST NA151$7.08K0.01%new13F-HRTimeline
First Pacific Financial146$6.83K<0.01%new13F-HRTimeline
Asset Dedication, LLC142$6.66K<0.01%-84413F-HRTimeline
OAKWORTH CAPITAL, INC.138$6.47K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC137$6.4K<0.01%+113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…132$6.19K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC131$6.13K<0.01%+113F-HRTimeline
Bullock Wealth Management Group128$6K<0.01%-59213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.126$5.9K<0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI123$5.76K<0.01%-3,02113F-HRTimeline
WOLFF WIESE MAGANA LLC113$5.3K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC112$5.25K<0.01%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…105$5.23K<0.01%013F-HRTimeline
Ransom Advisory, Ltd111$5.2K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp94$4.41K<0.01%new13F-HRTimelineGroup
Investors Research Corp87$4.08K<0.01%013F-HRTimeline
Breakwater Investment Management85$3.98K<0.01%013F-HRTimeline
Blue Trust, Inc.82$3.84K<0.01%-24613F-HRTimeline
WPG Advisers, LLC80$3.75K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…72$3.37K<0.01%013F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC68$3.19K<0.01%-3413F-HRTimeline
Tradewinds Capital Management, LLC59$2.77K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC50$2.46K<0.01%-1013F-HRTimeline
Murphy & Mullick Capital Management Corp50$2.34K<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC47$2.2K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC40$1.88K<0.01%new13F-HRTimeline
Cypress Capital Management LLC (WY)38$1.78K<0.01%013F-HRTimeline
Quent Capital, LLC38$1.78K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division28$1.31K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO25$1.17K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.22$1.03K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.22$1K<0.01%-3313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Fortis Group Advisors, LLC19$890<0.01%013F-HRTimeline
AFFINITY WEALTH LLC18$843<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC16$750<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…15$703<0.01%-2713F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC12$562<0.01%013F-HRTimeline
Camelot Portfolios, LLC11$515<0.01%new13F-HRTimeline
Truvestments Capital LLC11$515<0.01%-26413F-HRTimeline
Advocate Investing Services LLC9$422<0.01%13F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY4$210<0.01%013F-HRTimeline
BFSG, LLC4$188<0.01%-713F-HRTimeline
SOA Wealth Advisors, LLC.1$47<0.01%013F-HRTimeline
MASECO LLP1$47<0.01%013F-HRTimeline
Key Capital Management, INC1$47<0.01%13F-HRTimeline
Kozak & Associates, Inc.0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth17$00%013F-HRTimelineValue filed as zero, left out of ratios.