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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

1,043 managers (1,058 13F filers) reported a position in SPSM shares at 2026-06-30, 217,849,942 shares in all. 103 filers opened a position and 41 filers sold out during the quarter.

Managers
1,043
13F filers
1,058
New
103
Added
428
Reduced
376
Sold out
41
Shares held by filers
217,849,942

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
REXFORD CAPITAL INC147$8.48K0.01%new13F-HRTimeline
Asset Dedication, LLC142$8.19K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.141$8.13K<0.01%-59213F-HRTimeline
Realta Investment Advisors138$7.95K<0.01%-17613F-HRTimeline
Frazier Financial Advisors, LLC138$7.93K<0.01%+113F-HRTimeline
OAKWORTH CAPITAL, INC.138$7.92K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC134$7.73K<0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC132$7.59K<0.01%+113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC130$7.5K<0.01%-20013F-HRTimeline
Bullock Wealth Management Group128$7.35K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC113$6.52K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…105$6.05K<0.01%013F-HRTimeline
BIRCHBROOK, INC.99$5.71K<0.01%new13F-HRTimeline
Breakwater Investment Management85$4.9K<0.01%013F-HRTimeline
Frankly Finances, LLC84$4.84K<0.01%new13F-HR/ATimeline
Hara Capital LLC77$4.44K<0.01%-1,75813F-HRTimeline
Nova Wealth Management, Inc.75$4.33K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.71$4.09K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC60$3.46K<0.01%-5813F-HRTimeline
Tradewinds Capital Management, LLC59$3.4K<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC50$2.88K<0.01%+313F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.50$2.88K<0.01%013F-HRTimelineGroup
Cypress Capital Management LLC (WY)38$2.19K<0.01%013F-HRTimeline
Quent Capital, LLC38$2.19K<0.01%013F-HRTimeline
Meramec Financial Planners, LLC32$1.81K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division28$1.61K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO25$1.44K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.22$1.27K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC19$1.1K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.16$923<0.01%-71713F-HRTimeline
Truvestments Capital LLC11$634<0.01%013F-HRTimeline
Millstone Evans Group, LLC9$519<0.01%new13F-HRTimeline
Advocate Investing Services LLC9$519<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.8$464<0.01%+413F-HRTimeline
WealthCollab, LLC8$462<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…7$403<0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …5$285<0.01%new13F-HRTimelineGroup
Signature Resources Capital Management,…3$173<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.1$58<0.01%013F-HRTimeline
MASECO LLP1$58<0.01%013F-HRTimeline
Kozak & Associates, Inc.0$2<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth17$00%013F-HRTimelineValue filed as zero, left out of ratios.
SPIRIT OF AMERICA MANAGEMENT CORP/NY115$2+11113F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.