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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

919 managers (929 13F filers) reported a position in SPSM shares at 2024-12-31, 206,190,637 shares in all. 68 filers opened a position and 54 filers sold out during the quarter.

Managers
919
13F filers
929
New
68
Added
412
Reduced
265
Sold out
54
Shares held by filers
206,190,637

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Financial Engines Advisors L.L.C.22,118,929$994M2.09%-83,10613F-HRTimeline
LPL Financial LLC21,025,887$944M0.38%+1,534,54513F-HRTimeline
Betterment LLC16,163,720$726M1.73%+692,85213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,514,583$293M0.03%+364,77213F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co5,538,399$249M0.05%-51,41613F-HRTimelineGroup
Valmark Advisers, Inc.5,382,244$242M3.75%+163,18613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,264,118$236M0.06%+68,93713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,659,917$209M0.01%+1,124,76013F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,512,626$203M+223,909Timeline
CWM, LLCin group CWM, LLC4,308,473$194M0.8%+357,57913F-HRTimelineGroup
Richard Bernstein Advisors LLC3,206,284$144M3.26%-72,76313F-HRTimeline
Creative Planningin group Creative Planning3,134,767$141M0.14%+33,84313F-HRTimelineGroup
Fund Evaluation Group, LLC2,571,285$116M5.4%+2,526,86613F-HRTimeline
UBS Group AGin group UBS Group AG2,359,608$106M0.02%+93,90713F-HRTimelineGroup
Crestwood Advisors Group, LLC2,199,309$98.8M1.85%+15,87113F-HRTimeline
TOWNSQUARE CAPITAL LLC2,152,721$96.7M1.09%+613,40013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC2,031,470$91.3M1.77%+123,22213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,819,356$81.7M0.05%-6,37213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,776,640$79.8M0.02%+57,40513F-HRTimelineGroup
CW Advisors, LLC1,761,386$79.1M1.09%-32,81113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,565,420$70.3M0.01%+271,16713F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.1,511,771$67.9M10.2%+3,59413F-HR/ATimeline
Atlas Private Wealth Advisors1,494,908$67.2M9.52%+44,33313F-HRTimeline
Private Advisor Group, LLC1,449,522$65.1M0.37%-182,60413F-HRTimeline
TEXAS PERMANENT SCHOOL FUND CORP1,435,489$64.5M3.78%+946,55413F-HRTimeline
Independent Advisor Alliance1,418,031$63.7M0.84%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,382,684$62.1M0.14%+16,79713F-HR/ATimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,372,814$61.7M+137,865Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,364,837$61.3M1.37%+82,54713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,256,362$56.4M0.05%+44,98513F-HRTimelineGroup
Cetera Investment Advisers1,243,684$55.9M0.12%+82,02713F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,240,126$55.7M<0.01%-180,04213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,080,048$48.5M0.05%+245,85713F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC1,060,850$47.7M2.87%+3,80213F-HRTimeline
Stadion Money Management, LLC1,047,418$47.1M3.68%-388,88913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,038,392$46.6M0.02%13F-HR/ATimelineGroup
HighTower Advisors, LLC976,233$43.9M0.06%+30,08213F-HRTimeline
Merit Financial Group, LLC975,247$43.8M0.79%-95,83413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC967,579$43.5M0.06%+113,64913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC957,102$43M1.73%+5,54213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN941,334$42.3M0.01%-17,66813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP941,309$42.3M0.07%+5,48413F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC890,902$40M5.7%+184,86513F-HRTimeline
MASON STREET ADVISORS, LLC853,500$38.3M4.96%+112,80013F-HRTimeline
SPINNAKER TRUST834,656$37.5M2.36%+55,24913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC823,440$37M0.1%+103,78813F-HRTimelineGroup
WALLER FINANCIAL PLANNING GROUP, INC812,357$36.5M9.2%-1,87413F-HRTimeline
Dakota Wealth Management809,277$36.4M0.84%+100,26113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding779,713$35M+92,712Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…767,498$34.5M0.07%+241,90813F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.751,711$33.8M0.32%+145,76913F-HRTimelineGroup
Peterson Wealth Advisors, LLC682,080$31M5.58%+2,67313F-HRTimeline
DAVENPORT & Co LLC687,350$30.9M0.18%+33,05813F-HRTimeline
Obermeyer Wealth Partners683,380$30.7M1.6%-21,14813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…674,962$30.3M1.32%+38,73213F-HRTimeline
MBB PUBLIC MARKETS I LLC669,598$30.1M3.56%-570,20513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…647,113$29.1M2.17%+19,18313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding638,863$28.7M+261,811Timeline
Savant Capital, LLCin group Savant Capital, LLC624,013$28M0.22%-164,07813F-HRTimelineGroup
Hughes Financial Services, LLC611,304$27.5M5.64%13F-HRTimeline
Crews Bank & Trust603,516$27.1M4.57%13F-HRTimeline
Focus Financial Network, Inc.598,918$26.9M1.07%+2,58013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP580,034$26.1M0.04%+17,68713F-HRTimelineGroup
Good Life Advisors, LLC554,466$24.9M1.81%-29,65613F-HRTimeline
Mariner, LLCin group Mariner, LLC549,518$24.7M0.04%+73,51813F-HRTimelineGroup
ABOUND FINANCIAL, LLC532,819$23.9M12.13%13F-HRTimeline
JNBA Financial Advisors527,866$23.7M2.42%+22,40913F-HRTimeline
ELEVATUS WELATH MANAGEMENT509,825$22.9M7.84%-207,50213F-HRTimeline
Cambridge Investment Research Advisors,…507,069$22.8M0.08%+108,07713F-HRTimeline
Sanctuary Advisors, LLC473,999$22.1M0.14%+30,55713F-HRTimeline
Integrated Wealth Concepts LLC480,983$21.6M0.25%+1,73513F-HRTimeline
First Command Advisory Services, Inc.478,214$21.5M0.2%+48,91313F-HRTimeline
Avior Wealth Management, LLC475,294$21.4M0.78%+7,89413F-HRTimeline
GM Advisory Group, LLC463,143$20.8M1.15%+24,32913F-HRTimeline
Garrett Wealth Advisory Group, LLC446,326$20M4.56%+38,88713F-HRTimeline
McNamara Financial Services, Inc.444,792$20M4.7%-20,19913F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC435,382$19.6M10.55%+5,19913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC431,942$19.4M0.88%+19,79013F-HRTimelineGroup
IHT Wealth Management, LLC403,001$18.1M0.58%+9,29913F-HRTimeline
Leicht Financial Planning & Wealth Mana…377,425$17M8.67%+86313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…350,315$16.9M0.03%-158,12513F-HRTimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA349,615$16.2M0.77%+19,04613F-HRTimeline
OneDigital Investment Advisors LLC356,240$16M0.19%-120,83113F-HRTimeline
Financial Security Advisor, Inc.355,782$16M4.06%-86,85313F-HRTimeline
Boston Standard Wealth Management, LLC354,342$15.9M3.09%+2,62513F-HRTimeline
Allen Capital Group, LLC352,183$15.8M1.94%-1,41513F-HRTimeline
Cercano Management LLC349,954$15.7M0.4%-1,100,97113F-HRTimeline
Carnegie Investment Counsel344,851$15.5M0.45%+10,86813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC335,838$15.1M0.79%+46,19213F-HRTimeline
Avidian Wealth Enterprises, LLC331,836$14.9M0.67%new13F-HRTimeline
One Day In July LLC331,160$14.9M1.56%+50,11413F-HRTimeline
Geneos Wealth Management Inc.327,372$14.7M0.52%+24,67813F-HRTimeline
Morningstar Investment Management LLCgroup of 2 filers holding312,949$14.1M-879,275Timeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …309,318$13.9M3.17%+12,87213F-HRTimelineGroup
Legacy Edge Advisors, LLC306,776$13.8M2.19%-84713F-HRTimeline
Trilogy Capital Inc.304,253$13.7M0.7%+7,62513F-HRTimeline
Global Retirement Partners, LLC303,343$13.6M0.39%+20,97013F-HRTimeline
OARSMAN CAPITAL, INC.300,881$13.5M2.36%+33,45013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.299,265$13.4M0.16%+78,55313F-HRTimelineGroup
WBH ADVISORY INC290,140$13M1.21%+2,75413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …286,910$12.9M1.1%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC281,147$12.6M0.13%+5,07813F-HRTimelineGroup
Western Wealth Management, LLC279,951$12.6M0.82%-8,95613F-HR/ATimeline
Austin Private Wealth, LLC277,476$12.5M1.17%-19,45213F-HRTimeline
Allworth Financial LP262,211$12.2M0.07%+24,65613F-HRTimeline
United Asset Strategies, Inc.269,044$12.1M1.11%+19,07313F-HRTimeline
Impact Partnership Wealth, LLC261,609$11.8M2.37%+16,24413F-HRTimeline
Modern Wealth Management, LLC261,591$11.8M0.44%+5,45413F-HR/ATimeline
MML INVESTORS SERVICES, LLC261,222$11.7M0.04%+15,56813F-HRTimeline
Windsor Capital Management, LLC257,652$11.6M3.43%-1,41113F-HRTimeline
Valeo Financial Advisors, LLC257,051$11.5M0.32%-13,32713F-HRTimeline
Taylor & Morgan Wealth Management, LLC256,349$11.5M8.09%-22,13413F-HRTimeline
KWB Wealth251,799$11.5M1.42%-20,43413F-HRTimeline
Pure Financial Advisors, LLC249,357$11.2M0.25%-7,64913F-HRTimeline
RVW Wealth, LLC248,705$11.2M1.04%-8,09413F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …248,627$11.2M2.41%+27,79213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC247,312$11.1M1.68%+45,49213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding247,218$11.1M-151,776Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…246,904$11.1M0.03%-15,83813F-HRTimelineGroup
AlphaStar Capital Management, LLC242,161$10.9M1.14%+24,42213F-HRTimeline
Aspire Capital Advisors LLC241,712$10.9M3.11%+8,74613F-HRTimeline
Signal Advisors Wealth, LLC240,707$10.8M1.22%+98,14913F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC239,461$10.8M0.48%-45,61713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp221,913$9.97M0.63%+49,72313F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC217,319$9.76M1.13%+24,79313F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding220,287$9.72M-49,324Timeline
NewEdge Advisors, LLC214,199$9.62M0.06%-50113F-HRTimeline
Foguth Wealth Management, LLC.203,819$9.47M2.48%+60,17213F-HRTimeline
D.A. DAVIDSON & CO.204,322$9.18M0.07%-23,29913F-HRTimeline
TPG Financial Advisors, LLC202,597$9.1M3.96%+109,06413F-HRTimeline
Pachira Investments Inc.195,989$8.8M5.38%-1,26013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.194,484$8.74M0.72%-2,59413F-HRTimeline
Sterling Investment Advisors, Ltd.74,640$8.6M2.09%+66113F-HRTimeline
Montz Harcus Wealth Management LLC186,926$8.4M4.69%+6,84213F-HRTimeline
MGO ONE SEVEN LLC182,390$8.19M0.31%+23,05413F-HRTimeline
Private Wealth Group, LLC182,170$8.18M4%+4,55613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC179,634$8.07M<0.01%-30,93213F-HRTimelineGroup
WRAPMANAGER INC176,623$7.93M2.03%+20,80513F-HRTimeline
Financial Insights, Inc.176,049$7.91M2.94%-17,90313F-HRTimeline
Octavia Wealth Advisors, LLC171,643$7.71M0.94%+9,27013F-HRTimeline
PSI Advisors, LLC168,848$7.58M2.25%+3,31613F-HRTimeline
Louisiana State Employees Retirement Sy…168,400$7.56M0.14%-80,00013F-HRTimeline
Berkeley Capital Partners, LLC164,882$7.41M2.06%+6,28313F-HRTimeline
Walkner Condon Financial Advisors LLC164,124$7.37M1.5%+4,02213F-HRTimeline
Investment Planning Advisors, Inc.163,250$7.33M3.2%+27,36313F-HRTimeline
FLOW TRADERS U.S. LLC162,881$7.32M0.29%new13F-HRTimeline
Gladstone Institutional Advisory LLC162,726$7.31M0.34%+4,43913F-HRTimeline
Annex Advisory Services, LLC161,936$7.27M0.22%-6,65513F-HRTimeline
Larson Financial Group LLC159,308$7.16M0.37%-9,31613F-HRTimeline
Tortoise Investment Management, LLC154,971$6.96M0.73%+15,29913F-HR/ATimeline
Perennial Investment Advisors, LLC153,698$6.9M0.81%-3,17513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding153,651$6.9M+7,107Timeline
Exchange Capital Management, Inc.153,323$6.89M1.09%+25,11813F-HRTimeline
Headland Capital, LLC152,816$6.86M2.35%13F-HRTimeline
RKL Wealth Management LLC151,830$6.82M0.61%+129,19013F-HRTimeline
1900 WEALTH MANAGEMENT LLC148,995$6.69M0.56%-20,23913F-HRTimeline
Asset Management Group, Inc.148,520$6.67M1.19%+86213F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…142,585$6.41M2.83%+52,00013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.141,576$6.36M0.04%-2,65913F-HRTimeline
Leslie Global Wealth, LLC141,439$6.35M2.95%-18,50913F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC141,323$6.35M1.68%+76,84813F-HRTimeline
Strategic Financial Concepts, LLC138,393$6.22M1.19%+51,43613F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…137,922$6.2M0.01%+85,99613F-HRTimelineGroup
MJP ASSOCIATES INC /ADV136,459$6.13M1.1%+4,29413F-HRTimeline
RFG Advisory, LLC133,588$6M0.17%-4,40313F-HRTimeline
Cornerstone Wealth Management, LLC132,656$5.96M0.4%+7,68813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.131,859$5.92M0.01%+8,95213F-HRTimelineGroup
Millington Financial Advisors, LLC127,488$5.81M3.37%+12,00513F-HRTimeline
Bensler, LLC127,254$5.72M0.68%+17,67113F-HRTimeline
IMA Advisory Services, Inc.125,850$5.65M0.68%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP118,355$5.49M0.84%+35713F-HRTimeline
FINANCIAL COUNSELORS INC122,154$5.49M0.08%+16,15313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp121,698$5.47M<0.01%+1,47513F-HRTimelineGroup
Strategic Wealth Partners, Ltd.118,509$5.42M0.45%-10,38713F-HRTimeline
Financial Management Professionals, Inc.120,015$5.39M0.68%new13F-HRTimeline
J.W. COLE ADVISORS, INC.119,914$5.39M0.22%+7,27313F-HRTimeline
Ironwood Wealth Management, LLC.118,692$5.33M1.65%-10,17113F-HRTimeline
Warren Street Wealth Advisors, LLC117,482$5.28M2.17%+3,33213F-HRTimeline
Hibernia Wealth Partners, LLC115,592$5.19M3.97%-142,72613F-HRTimeline
Waverly Advisors, LLC114,114$5.13M0.08%+7,40913F-HRTimeline
1248 Management, LLC112,677$5.06M2.18%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC112,672$5.06M0.02%013F-HRTimelineGroup
Sharkey, Howes & Javer109,145$4.9M0.69%+9,40213F-HRTimeline
Orange Investment Advisors, Inc.107,810$4.84M0.55%+9,97013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC106,433$4.78M0.01%+12,45513F-HRTimelineGroup
IAG Wealth Partners, LLC106,412$4.78M0.84%-42013F-HRTimeline
CALIFORNIA FIRST LEASING CORP103,485$4.65M1.92%new13F-HRTimeline
Resonant Capital Advisors, LLC102,755$4.62M0.34%+5,36213F-HRTimeline
Strategic Financial Planning, Inc.102,078$4.59M3.12%-23613F-HRTimeline
Hofer & Associates. Inc100,583$4.52M3.03%-74913F-HRTimeline
Parkside Financial Bank & Trust99,990$4.49M0.59%+92,43613F-HRTimeline
Aspire Private Capital, LLC99,961$4.49M1.11%-9,18413F-HRTimeline
Paulson Wealth Management Inc.99,422$4.47M1.22%-5,62813F-HRTimeline
GeoWealth Management, LLC99,060$4.45M0.15%-1,72413F-HRTimeline
Janney Montgomery Scott LLC99,048$4.45M0.01%+5,35213F-HRTimeline
Shum Financial Group, Inc.98,809$4.44M3.83%+91713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.96,037$4.31M0.7%+18,71513F-HRTimeline
PECAUT & CO.94,803$4.26M1.47%+11,72713F-HRTimeline
Atria Wealth Solutions, Inc.93,911$4.22M0.05%+11,82613F-HRTimeline
Destiny Capital Corp/CO92,862$4.17M2.53%-1,48013F-HRTimeline