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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

996 managers (1,010 13F filers) reported a position in SPSM shares at 2026-03-31, 207,561,855 shares in all. 79 filers opened a position and 58 filers sold out during the quarter.

Managers
996
13F filers
1,010
New
79
Added
422
Reduced
346
Sold out
58
Shares held by filers
207,561,855

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Capital Squared Financial LLC4,178$202K0.15%new13F-HRTimeline
Capital Asset Advisory Services LLC3,802$201K0.01%-1,86813F-HRTimeline
Advyzon Investment Management, LLC4,160$201K0.02%new13F-HRTimeline
Strategic Investment Advisors / MI3,970$192K0.01%new13F-HRTimeline
S.A. Mason LLC3,929$190K0.07%+43013F-HRTimeline
Capital Investment Advisory Services, L…3,887$188K0.01%-63313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,866$187K0.14%+313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,821$185K<0.01%-9213F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,743$182K0.06%-10813F-HRTimeline
Barnes Dennig Private Wealth Management…3,733$180K0.18%+2,71213F-HRTimeline
GGM Financial LLC3,175$153K0.07%-19413F-HRTimeline
NFSG Corp3,111$150K0.02%013F-HRTimeline
Global Trust Asset Management, LLC2,998$145K0.06%013F-HRTimeline
First Pacific Financial2,946$142K0.02%+2,80013F-HRTimeline
MJT & Associates Financial Advisory Gro…2,938$142K0.1%013F-HRTimeline
GAMMA Investing LLC2,842$137K0.01%+1,34413F-HRTimeline
Root Financial Partners, LLC2,822$136K0.01%+1,64813F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,720$131K0.01%013F-HRTimeline
Sound Income Strategies, LLC2,656$129K0.01%-13913F-HRTimeline
Joseph Group Capital Management2,672$129K0.03%-4513F-HRTimeline
Park Place Capital Corp2,607$126K0.03%-75813F-HRTimeline
Abound Wealth Management2,584$125K0.03%+47913F-HRTimeline
Paladin Advisory Group, LLC2,535$122K0.09%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,480$120K0.01%013F-HRTimeline
Dogwood Wealth Management LLC2,472$119K0.05%-5413F-HRTimeline
SIMA Wealth Partners, LLC2,444$118K0.09%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,438$118K0.01%new13F-HRTimeline
WHITTIER TRUST CO2,324$114K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC2,347$113K0.02%-27013F-HRTimeline
Capital Advisors, Ltd. LLC2,278$110K0.01%-2,14813F-HRTimeline
Richard Bernstein Advisors LLC2,208$107K<0.01%-2,40313F-HRTimeline
Topsail Wealth Management, LLC2,170$105K0.02%013F-HRTimeline
MidFirst Bank2,157$104K0.01%+19713F-HRTimeline
Medallion Wealth Advisors, LLC2,104$102K0.03%-5513F-HRTimeline
Fairway Wealth LLC2,005$96.9K0.03%new13F-HRTimeline
Smithfield Trust Co2,081$95K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC1,938$93.6K0.03%013F-HR/ATimeline
Hara Capital LLC1,835$88.7K0.04%new13F-HRTimeline
Sage Mountain Advisors LLC1,831$88.5K0.01%+913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,814$87.7K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,812$87.6K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…1,694$81.9K0.01%-3,70813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,542$81.7K<0.01%013F-HRTimeline
Signature Equity Partners, LLC1,609$77.7K0.04%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,560$75.4K<0.01%+1,30313F-HRTimelineGroup
HHM Wealth Advisors, LLC1,536$74.2K0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,467$70.9K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.1,445$69.8K0.01%013F-HRTimeline
PlanVest Financial, Inc1,364$65.9K0.05%13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,340$64.7K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,333$64.4K<0.01%-22613F-HRTimeline
Private Wealth Asset Management, LLC1,315$63.5K0.01%013F-HRTimeline
Atomic Invest LLC1,335$62.7K0.03%+1113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,271$61K<0.01%+24113F-HRTimelineGroup
MeadowBrook Investment Advisors LLC1,150$55.6K0.05%013F-HRTimeline
Orion Capital Management LLC1,150$55.6K0.02%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,113$53.8K<0.01%-23313F-HR/ATimeline
CENTRAL TRUST Co1,075$51.9K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,064$51.4K<0.01%-11513F-HR/ATimeline
RAFFA WEALTH MANAGEMENT, LLC1,060$51.2K0.01%+413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,034$50K0.01%013F-HRTimeline
GROUP ONE TRADING LLC1,028$49.7K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,027$49.6K<0.01%+62113F-HRTimelineGroup
Qube Research & Technologies Ltd1,014$49K<0.01%+35213F-HRTimeline
Red Tortoise LLC989$47.8K0.02%+413F-HRTimeline
Walsh & Associates, LLC988$47.8K0.05%+25013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/973$47K0.02%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.939$45.4K0.02%+113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp918$44.4K<0.01%-12613F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC914$44.2K0.01%new13F-HRTimeline
Sachetta, LLC903$43.6K0.02%-2,71613F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC900$43.5K0.03%013F-HRTimeline
IMG Wealth Management, Inc.869$42K0.03%013F-HRTimeline
Clearstead Trust, LLC834$40.3K0.01%-35813F-HRTimeline
Wilmington Savings Fund Society, FSB833$40.3K<0.01%013F-HRTimeline
MATHER GROUP, LLC.828$40K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…820$39.9K<0.01%-10513F-HRTimeline
WealthShield Partners, LLC825$39.9K<0.01%+4613F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…804$39K<0.01%013F-HRTimeline
MCF Advisors LLC800$38.7K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC792$38.3K<0.01%new13F-HRTimeline
Align Financial, LLC777$37.5K0.02%-35,63313F-HRTimeline
POM Investment Strategies, LLC775$37.5K0.05%-15,29313F-HRTimeline
Manchester Capital Management LLC762$36.8K0.01%-2513F-HRTimeline
MONTAG A & ASSOCIATES INC755$36.5K<0.01%013F-HRTimeline
Arax Advisory Partners739$35.7K<0.01%-1413F-HRTimeline
Lloyd Advisory Services, LLC.733$35.4K0.01%new13F-HRTimeline
Kingdom Financial Group LLC.733$35.4K0.01%+213F-HRTimeline
Blue Trust, Inc.716$34.6K<0.01%+63413F-HRTimeline
Lodestone Wealth Management LLC713$34.5K0.01%013F-HR/ATimeline
Copia Wealth Management691$33.4K0.02%+8613F-HRTimeline
Community Bank, N.A.677$32.7K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC673$32.5K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC670$32.4K0.01%013F-HRTimeline
Scarborough Advisors, LLC661$31.9K<0.01%+213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.660$31.9K0.01%-2713F-HRTimeline
Financial Perspectives, Inc623$30.1K0.01%+31313F-HRTimeline
ATWOOD & PALMER INC607$29.3K<0.01%-77813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.604$29.2K0.01%+213F-HRTimeline
Strive Financial Group ,LLC600$29K0.02%013F-HRTimeline
Private Wealth Management Group, LLC600$29K0.01%new13F-HRTimeline
PROTECTIVE LIFE CORP573$27.7K0.09%new13F-HRTimeline
North Star Investment Management Corp.569$27.5K<0.01%+213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…566$27.3K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.564$27.3K0.02%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.563$27.2K0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.562$27.2K0.01%013F-HRTimeline
Covestor Ltd552$27K0.02%+26713F-HRTimeline
GW&K Investment Management, LLC534$26K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC538$26K<0.01%+2613F-HRTimeline
TRUST CO OF TOLEDO NA /OH/533$25.8K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.500$24.2K<0.01%-3013F-HRTimeline
Comprehensive Financial Planning, Inc./…495$23.9K0.02%new13F-HRTimeline
Rossby Financial, LCC492$23.9K<0.01%+24013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.463$22K<0.01%+44113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Essential Partners LLC448$21.6K0.01%013F-HRTimeline
SJS Investment Consulting Inc.426$20.6K<0.01%013F-HRTimeline
Stone House Investment Management, LLC410$19.8K<0.01%-6913F-HRTimeline
Global Wealth Strategies & Associates406$19.6K<0.01%013F-HRTimeline
Archer Investment Corp404$19.5K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.400$19.3K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.374$18.1K0.01%+24813F-HRTimeline
Rialto Wealth Management, LLC369$17.8K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC368$17.8K0.01%-3113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC330$17.7K0.01%013F-HRTimeline
Key Capital Management, INC355$17.2K0.01%+35413F-HRTimeline
Westside Investment Management, Inc.346$16.7K<0.01%013F-HRTimeline
REAP Financial Group, LLC341$16.5K<0.01%-14213F-HRTimeline
EPG Wealth Management LLC323$15.6K<0.01%+113F-HRTimeline
Hickory Point Bank & Trust320$15.5K0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding319$15.4K+118Timeline
Realta Investment Advisors314$15.2K0.01%-1,06613F-HRTimeline
Cornerstone Financial Management LLC311$15K0.01%013F-HR/ATimeline
HFM Investment Advisors, LLC306$14.8K0.01%+14213F-HRTimeline
Vermillion Wealth Management, Inc.300$14.5K0.01%+113F-HRTimeline
North Ridge Wealth Advisors, Inc.278$13.4K0.01%+1813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP266$12.9K<0.01%new13F-HRTimelineGroup
PITTENGER & ANDERSON INC264$12.8K<0.01%013F-HRTimeline
SIGNATUREFD, LLC258$12.5K<0.01%013F-HRTimeline
United Financial Planning Group LLC245$11.8K0.01%013F-HRTimeline
Crewe Advisors LLC240$11.6K<0.01%-26013F-HRTimeline
SBI Securities Co., Ltd.221$10.7K<0.01%+3613F-HRTimeline
Centerpoint Advisors, LLC214$10K<0.01%013F-HRTimeline
UMB Bank, n.a.201$9.71K<0.01%-29413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Costello Asset Management, INC200$9.66K<0.01%013F-HRTimeline
ROGCO, LP198$9.57K<0.01%new13F-HRTimeline
SHP Wealth Management194$9.37K<0.01%013F-HRTimeline
Redwood Park Advisors LLC189$9.14K0.01%+113F-HRTimeline
Horizons Wealth Management164$7.92K0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC154$7.44K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA151$7.3K0.01%013F-HRTimeline
Asset Dedication, LLC142$6.86K<0.01%013F-HRTimeline
Financial Freedom, LLC139$6.72K<0.01%-9213F-HRTimeline
OAKWORTH CAPITAL, INC.138$6.67K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC137$6.62K<0.01%013F-HRTimeline
Merkkuri Wealth Advisors LLC135$6.51K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…132$6.38K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC131$6.34K<0.01%013F-HRTimeline
Bullock Wealth Management Group128$6.23K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC118$5.7K<0.01%-59813F-HRTimeline
WOLFF WIESE MAGANA LLC113$5.46K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…105$5.32K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management108$5K<0.01%new13F-HRTimeline
Burk Holdings LLC102$4.93K<0.01%new13F-HRTimeline
Investors Research Corp87$4.2K<0.01%013F-HRTimeline
Breakwater Investment Management85$4.11K<0.01%013F-HRTimeline
WPG Advisers, LLC80$3.87K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.75$3.62K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…72$3.48K<0.01%013F-HRTimelineGroup
Tradewinds Capital Management, LLC59$2.85K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC50$2.67K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.50$2.42K<0.01%new13F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC47$2.27K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC42$2.03K<0.01%new13F-HRTimeline
Cypress Capital Management LLC (WY)38$1.84K<0.01%013F-HRTimeline
Quent Capital, LLC38$1.84K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division28$1.35K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO25$1.21K<0.01%013F-HRTimelineGroup
EASTERN BANK25$1.21K<0.01%new13F-HRTimeline
PARK NATIONAL CORP /OH/24$1.16K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.22$1.06K<0.01%013F-HRTimeline
Networth Advisors, LLC21$1.01K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC19$918<0.01%013F-HRTimeline
TopTier Wealth Management, LLC17$821<0.01%new13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI13$629<0.01%-11013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp11$532<0.01%-8313F-HRTimelineGroup
Truvestments Capital LLC11$532<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC9$435<0.01%new13F-HRTimeline
Advocate Investing Services LLC9$435<0.01%013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY4$218<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.4$194<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.1$48<0.01%013F-HRTimeline
MASECO LLP1$48<0.01%013F-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.
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline