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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

885 managers (895 13F filers) reported a position in SPSM shares at 2025-03-31, 194,580,916 shares in all. 56 filers opened a position and 83 filers sold out during the quarter.

Managers
885
13F filers
895
New
56
Added
360
Reduced
349
Sold out
83
Shares held by filers
194,580,916

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Financial Engines Advisors L.L.C.22,557,955$919M1.97%+439,02613F-HRTimeline
LPL Financial LLC22,433,333$914M0.36%+1,407,44613F-HRTimeline
Betterment LLC16,131,496$658M1.56%-32,22413F-HRTimeline
Valmark Advisers, Inc.5,847,674$238M3.6%+465,43013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co5,648,640$230M0.04%+110,24113F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,979,994$203M0.01%+320,07713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,744,137$193M0.05%-519,98113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,310,617$176M0.02%-2,203,96613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,639,878$148M-872,748Timeline
Creative Planningin group Creative Planning3,016,410$123M0.12%-118,35713F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC3,004,000$122M2.28%+972,53013F-HRTimeline
UBS Group AGin group UBS Group AG2,438,207$99.4M0.02%+78,59913F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC2,308,455$94.1M1%+155,73413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,846,512$75.3M0.02%+69,87213F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,799,620$73.4M0.04%-19,73613F-HRTimelineGroup
Richard Bernstein Advisors LLC1,688,216$68.8M1.67%-1,518,06813F-HRTimeline
CWM, LLCin group CWM, LLC1,636,460$66.7M0.27%-2,672,01313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,632,282$66.5M0.01%+66,86213F-HRTimelineGroup
Crestwood Advisors Group, LLC1,618,299$66M1.25%-581,01013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,614,291$65.8M9.89%+102,52013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,539,491$62.8M0.14%+156,80713F-HRTimelineGroup
Hancock Prospecting Pty Ltd1,479,711$60.3M2.38%new13F-HR/ATimeline
TEXAS PERMANENT SCHOOL FUND CORP1,435,489$58.5M2.08%013F-HR/ATimeline
Private Advisor Group, LLC1,431,750$58.4M0.35%-17,77213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,431,140$58.3M+58,326Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,326,326$54.1M0.04%+69,96413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,144,228$46.6M0.02%+105,83613F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC1,119,216$45.6M2.69%+58,36613F-HRTimeline
CW Advisors, LLC1,114,201$45.4M0.54%-647,18513F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,113,238$45.4M<0.01%-126,88813F-HRTimelineGroup
Stadion Money Management, LLC1,054,278$43M4.28%+6,86013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,041,428$42.4M0.05%-38,62013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…985,613$40.2M0.86%-379,22413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC946,913$38.6M0.05%-20,66613F-HRTimeline
Atlas Private Wealth Advisors926,184$37.8M5.26%-568,72413F-HRTimeline
HighTower Advisors, LLC901,646$36.8M0.05%-74,58713F-HRTimeline
Dakota Wealth Management892,073$36.4M0.85%+82,79613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN891,253$36.3M0.01%-50,08113F-HRTimelineGroup
MASON STREET ADVISORS, LLC853,500$34.8M4.43%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP847,896$34.6M0.06%-93,41313F-HRTimelineGroup
SPINNAKER TRUST819,443$33.4M2.18%-15,21313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…783,768$31.9M0.06%+16,27013F-HRTimeline
Cetera Investment Advisers773,706$31.5M0.06%-469,97813F-HRTimeline
Merit Financial Group, LLC771,066$31.4M0.47%-204,18113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.767,535$31.3M0.3%+15,82413F-HRTimelineGroup
DAVENPORT & Co LLC743,480$30.3M0.18%+56,13013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…724,357$29.5M1.33%+49,39513F-HRTimeline
Geneos Wealth Management Inc.708,671$28.9M0.42%+381,29913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…686,735$28M2.1%+39,62213F-HRTimeline
MBB PUBLIC MARKETS I LLC669,768$27.3M3.15%+17013F-HR/ATimeline
WALLER FINANCIAL PLANNING GROUP, INC668,273$27.2M7.65%-144,08413F-HRTimeline
Obermeyer Wealth Partners642,354$26.2M1.4%-41,02613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC623,097$25.4M0.07%-200,34313F-HRTimelineGroup
Crews Bank & Trust617,736$25.2M4.29%+14,22013F-HRTimeline
Peterson Wealth Advisors, LLC682,022$24.8M4.8%-5813F-HRTimeline
Focus Financial Network, Inc.609,513$24.8M1.02%+10,59513F-HRTimeline
Hughes Financial Services, LLC602,705$24.6M4.82%-8,59913F-HRTimeline
Good Life Advisors, LLC582,288$23.7M1.67%+27,82213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP563,324$23M0.04%-16,71013F-HRTimelineGroup
ABOUND FINANCIAL, LLC562,256$22.9M11.59%+29,43713F-HRTimeline
Compton Financial Group, LLC558,328$22.8M6.55%new13F-HRTimeline
First Command Advisory Services, Inc.557,255$22.7M0.22%+79,04113F-HRTimeline
Fund Evaluation Group, LLC556,695$22.7M0.98%-2,014,59013F-HRTimeline
Mariner, LLCin group Mariner, LLC532,979$21.7M0.04%-16,53913F-HRTimelineGroup
Cambridge Investment Research Advisors,…507,130$20.7M0.07%+6113F-HRTimeline
GM Advisory Group, LLC501,307$20.4M1.1%+38,16413F-HRTimeline
Avior Wealth Management, LLC484,962$19.8M0.75%+9,66813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC471,224$19.2M0.9%+39,28213F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC470,879$19.2M4.29%+24,55313F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC459,649$18.7M7.29%+24,26713F-HR/ATimeline
McNamara Financial Services, Inc.444,075$18.1M3.89%-71713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC425,739$17.4M0.15%-198,27413F-HR/ATimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC419,263$17.1M0.9%+83,42513F-HRTimeline
RKL Wealth Management LLC411,535$16.8M1.58%+259,70513F-HRTimeline
One Day In July LLC411,441$16.8M1.68%+80,28113F-HRTimeline
Octavia Wealth Advisors, LLC395,581$16.1M1.96%+223,93813F-HRTimeline
Leicht Financial Planning & Wealth Mana…384,956$15.7M8.21%+7,53113F-HRTimeline
Morningstar Investment Management LLCgroup of 2 filers holding384,655$15.7M+71,706Timeline
JNBA Financial Advisors384,094$15.7M1.62%-143,77213F-HRTimeline
Shepherd Financial Partners LLC372,362$15.2M1.78%+327,80513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA369,762$14.9M0.72%+20,14713F-HRTimeline
Allen Capital Group, LLC361,813$14.7M1.69%+9,63013F-HRTimeline
OneDigital Investment Advisors LLC356,354$14.5M0.17%+11413F-HRTimeline
Impact Partnership Wealth, LLC350,684$14.3M3.05%+89,07513F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …346,006$14.1M3.08%13F-HRTimelineGroup
OARSMAN CAPITAL, INC.345,589$14.1M2.53%+44,70813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…286,338$14M0.03%-63,97713F-HR/ATimelineGroup
Avidian Wealth Enterprises, LLC342,229$13.9M0.62%+10,39313F-HRTimeline
Boston Standard Wealth Management, LLC335,826$13.9M3.07%-18,51613F-HRTimeline
Financial Security Advisor, Inc.340,146$13.9M3.52%-15,63613F-HRTimeline
Integrated Wealth Concepts LLC320,182$13.1M0.15%-160,80113F-HRTimeline
Legacy Edge Advisors, LLC315,901$12.9M2.01%+9,12513F-HRTimeline
Carnegie Investment Counsel348,659$12.7M0.3%+3,80813F-HRTimeline
Pure Financial Advisors, LLC304,032$12.4M0.26%+54,67513F-HRTimeline
Sanctuary Advisors, LLC297,078$12.1M0.09%-176,92113F-HRTimeline
Trilogy Capital Inc.295,691$12.1M0.63%-8,56213F-HRTimeline
WBH ADVISORY INC295,333$12M1.12%+5,19313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …293,465$12M0.78%+6,55513F-HRTimelineGroup
Signal Advisors Wealth, LLC288,663$11.8M1.15%+47,95613F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …284,873$11.6M2.38%+36,24613F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.283,979$11.6M0.13%-15,28613F-HRTimelineGroup
United Asset Strategies, Inc.282,523$11.5M1.07%+13,47913F-HRTimeline
Syntegra Private Wealth Group, LLC275,305$11.2M1.31%+269,70713F-HRTimeline
IHT Wealth Management, LLC273,823$11.2M0.35%-129,17813F-HRTimeline
TPG Financial Advisors, LLC268,693$11M4.84%+66,09613F-HRTimeline
Windsor Capital Management, LLC265,887$10.8M3.33%+8,23513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC265,844$10.8M0.01%+177,75413F-HRTimelineGroup
Modern Wealth Management, LLC263,472$10.7M0.34%+1,88113F-HR/ATimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…262,206$10.7M0.34%-376,65713F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC260,453$10.6M1.39%+13,14113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding258,094$10.5M+104,443Timeline
Taylor & Morgan Wealth Management, LLC257,946$10.5M7.93%+1,59713F-HRTimeline
KWB Wealth232,744$10.5M1.26%-19,05513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…249,918$10.2M0.03%+3,01413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC249,782$10.2M0.03%-11,44013F-HRTimeline
Valeo Financial Advisors, LLC249,127$10.2M0.28%-7,92413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding245,838$10M-1,380Timeline
Foguth Wealth Management, LLC.240,246$9.79M2.38%+36,42713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding243,308$9.56M+23,021Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp233,975$9.54M0.62%+12,06213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC231,154$9.42M0.12%-49,99313F-HRTimelineGroup
Aspire Capital Advisors LLC230,518$9.4M2.8%-11,19413F-HRTimeline
Western Wealth Management, LLC227,015$9.25M0.61%-52,93613F-HRTimeline
Austin Private Wealth, LLC217,086$8.85M0.79%-60,39013F-HRTimeline
Allworth Financial LP220,096$8.57M0.05%-42,11513F-HRTimeline
MGO ONE SEVEN LLC210,032$8.56M0.33%+27,64213F-HRTimeline
D.A. DAVIDSON & CO.209,273$8.53M0.07%+4,95113F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC205,741$8.39M0.38%-33,72013F-HRTimeline
Sterling Investment Advisors, Ltd.79,424$8.31M1.99%+4,78413F-HRTimeline
Montz Harcus Wealth Management LLC203,119$8.28M4.52%+16,19313F-HRTimeline
Financial Insights, Inc.201,976$8.23M3.28%+25,92713F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.201,043$8.19M0.68%+6,55913F-HRTimeline
RVW Wealth, LLC200,168$8.16M0.77%-48,53713F-HRTimeline
Pachira Investments Inc.193,066$7.84M5.51%-2,92313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC189,249$7.71M0.88%-28,07013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC188,058$7.67M<0.01%+8,42413F-HR/ATimelineGroup
Gladstone Institutional Advisory LLC182,322$7.43M0.35%+19,59613F-HRTimeline
Private Wealth Group, LLC181,265$7.39M4.34%-90513F-HRTimeline
WRAPMANAGER INC180,302$7.35M1.93%+3,67913F-HRTimeline
PSI Advisors, LLC175,532$7.15M2.33%+6,68413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…173,708$7.08M0.06%+132,89313F-HRTimelineGroup
Exchange Capital Management, Inc.170,720$6.96M1.13%+17,39713F-HRTimeline
Tortoise Investment Management, LLC169,691$6.92M0.72%+14,72013F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 3 filers holding167,970$6.85M-611,743Timeline
Berkeley Capital Partners, LLC164,399$6.7M1.84%-48313F-HRTimeline
1248 Management, LLC149,755$6.7M2.86%+37,07813F-HR/ATimeline
International City Management Associati…161,660$6.59M3.73%new13F-HRTimeline
Collier Financial156,474$6.38M5.42%+149,99913F-HRTimeline
Leslie Global Wealth, LLC151,510$6.18M3.01%+10,07113F-HRTimeline
Larson Financial Group LLC148,324$6.05M0.29%-10,98413F-HRTimeline
Strategic Financial Concepts, LLC147,604$6.02M1.13%+9,21113F-HRTimeline
Asset Management Group, Inc.147,563$6.01M1.11%-95713F-HRTimeline
FINANCIAL COUNSELORS INC142,817$5.82M0.09%+20,66313F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…142,585$5.81M3.16%013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.140,670$5.73M0.03%-90613F-HRTimeline
Bensler, LLC139,339$5.68M0.71%+12,08513F-HRTimeline
NewEdge Advisors, LLC137,604$5.61M0.03%-76,59513F-HRTimeline
Advisor Resource Council137,440$5.5M0.45%new13F-HRTimeline
J.W. COLE ADVISORS, INC.132,066$5.38M0.17%+12,15213F-HRTimeline
Cornerstone Wealth Management, LLC129,699$5.29M0.36%-2,95713F-HRTimeline
Sharkey, Howes & Javer128,875$5.25M0.75%+19,73013F-HRTimeline
Warren Street Wealth Advisors, LLC125,428$5.11M2%+7,94613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP124,427$5.07M0.82%+6,07213F-HRTimeline
RFG Advisory, LLC124,157$5.06M0.14%-9,43113F-HRTimeline
Parkside Financial Bank & Trust121,043$4.93M0.63%+21,05313F-HRTimeline
IAG Wealth Partners, LLC119,817$4.88M0.76%+13,40513F-HRTimeline
Orange Investment Advisors, Inc.118,858$4.84M0.58%+11,04813F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …117,400$4.79M<0.01%+50,30013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.116,394$4.74M0.01%-15,46513F-HRTimelineGroup
Farther Finance Advisors, LLC115,145$4.71M0.12%+48,84913F-HRTimeline
Waverly Advisors, LLC115,115$4.69M0.06%+1,00113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC115,047$4.69M0.01%+68,66813F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC113,814$4.64M0.56%-777,08813F-HRTimeline
1900 WEALTH MANAGEMENT LLC113,714$4.63M0.39%-35,28113F-HRTimeline
Perennial Investment Advisors, LLC113,602$4.63M0.52%-40,09613F-HRTimeline
Millington Financial Advisors, LLC123,594$4.6M2.82%-3,89413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC109,702$4.47M0.02%-2,97013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp109,561$4.47M<0.01%-12,13713F-HRTimelineGroup
Strategic Financial Planning, Inc.109,160$4.45M3.07%+7,08213F-HRTimeline
Resonant Capital Advisors, LLC106,511$4.34M0.3%+3,75613F-HRTimeline
Ironwood Wealth Management, LLC.106,461$4.34M1.33%-12,23113F-HRTimeline
Hofer & Associates. Inc104,755$4.27M2.9%+4,17213F-HRTimeline
Gibbs Wealth Management104,116$4.24M1.02%+14,23713F-HRTimeline
MJP ASSOCIATES INC /ADV103,876$4.23M0.76%-32,58313F-HRTimeline
CALIFORNIA FIRST LEASING CORP103,485$4.22M1.86%013F-HRTimeline
Paulson Wealth Management Inc.101,894$4.15M1.17%+2,47213F-HRTimeline
PECAUT & CO.100,426$4.09M1.39%+5,62313F-HRTimeline
Shum Financial Group, Inc.99,612$4.06M3.51%+80313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC99,537$4.06M0.01%-6,89613F-HRTimelineGroup
Portside Wealth Group, LLC97,072$3.96M0.65%+7,08013F-HR/ATimeline
RAINIER FAMILY WEALTH INC95,039$3.87M4.56%+8,02613F-HRTimeline
Janney Montgomery Scott LLC93,486$3.81M0.01%-5,56213F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.102,617$3.78M0.65%+6,58013F-HR/ATimeline
SCS Capital Management LLC90,399$3.68M0.05%new13F-HR/ATimeline
Garden State Investment Advisory Servic…86,692$3.54M1.13%+4,15513F-HRTimeline
626 Financial, LLC86,526$3.53M1.82%-2,01413F-HRTimeline
Hibernia Wealth Partners, LLC86,258$3.52M2.5%-29,33413F-HRTimeline
SPC Financial, Inc.85,347$3.48M0.31%+2,95013F-HRTimeline
Founders Financial Alliance, LLC84,123$3.43M0.83%+6,54813F-HRTimeline
Atria Wealth Solutions, Inc.83,226$3.39M0.04%-10,68513F-HRTimeline