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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

886 managers (893 13F filers) reported a position in SPSM shares at 2025-06-30, 190,431,189 shares in all. 68 filers opened a position and 74 filers sold out during the quarter.

Managers
886
13F filers
893
New
68
Added
376
Reduced
315
Sold out
74
Shares held by filers
190,431,189

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Financial Engines Advisors L.L.C.23,832,103$1.02B2.03%+1,274,14813F-HRTimeline
LPL Financial LLC23,401,632$997M0.33%+968,29913F-HRTimeline
Betterment LLC17,616,693$750M1.6%+1,485,19713F-HRTimeline
Valmark Advisers, Inc.6,263,369$267M3.72%+415,69513F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co6,148,239$262M0.05%+499,59913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,912,132$209M0.01%-67,86213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,829,153$163M+189,275Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,772,069$161M0.04%-972,06813F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC3,167,590$135M2.26%+163,59013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,115,831$133M0.01%-1,194,78613F-HRTimelineGroup
Creative Planningin group Creative Planning2,858,713$122M0.1%-157,69713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,614,616$111M0.04%+1,470,38813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,908,244$81.3M0.05%+108,62413F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,687,721$71.9M+256,581Timeline
Pinnacle Wealth Planning Services, Inc.1,660,231$70.7M9.3%+45,94013F-HRTimeline
Crestwood Advisors Group, LLC1,632,125$69.5M1.25%+13,82613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,565,831$66.6M0.12%+26,34013F-HR/ATimelineGroup
Hancock Prospecting Pty Ltd1,479,711$63M2%013F-HRTimeline
TEXAS PERMANENT SCHOOL FUND CORP1,435,489$61.2M2.06%013F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,402,146$59.7M0.04%+75,82013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,329,087$56.6M0.13%+705,99013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,288,475$54.9M<0.01%+175,23713F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,276,296$54.4M0.01%-1,161,91113F-HRTimelineGroup
Private Advisor Group, LLC1,241,772$52.9M0.28%-189,97813F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC1,162,250$49.5M2.74%+43,03413F-HRTimeline
Dakota Wealth Management1,118,045$47.6M1%+225,97213F-HRTimeline
Cetera Investment Advisers1,092,438$46.5M0.08%+318,73213F-HRTimeline
MASON STREET ADVISORS, LLC1,088,800$46.4M5.43%+235,30013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,061,465$45.2M1%+75,85213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,034,429$44.1M0.04%-6,99913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC968,708$41.3M0.05%+21,79513F-HRTimeline
HighTower Advisors, LLC963,793$41.1M0.05%+62,14713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN909,498$38.7M0.01%+18,24513F-HRTimelineGroup
DAVENPORT & Co LLC870,012$37.1M0.2%+126,53213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.861,371$36.7M0.3%+93,83613F-HRTimelineGroup
Atlas Private Wealth Advisors846,296$36.1M4.64%-79,88813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP843,519$35.9M0.05%-4,37713F-HRTimelineGroup
WALLER FINANCIAL PLANNING GROUP, INC827,462$35.2M8.52%+159,18913F-HRTimeline
Stadion Money Management, LLC815,062$34.7M2.85%-239,21613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…736,144$31.4M2.17%+49,40913F-HRTimeline
Focus Financial Network, Inc.716,623$30.5M1.21%+107,11013F-HRTimeline
Peterson Wealth Advisors, LLC695,826$29.6M4.89%+13,80413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA671,356$28.6M0.01%-1,175,15613F-HR/ATimelineGroup
First Command Advisory Services, Inc.666,809$28.4M0.24%+109,55413F-HRTimeline
Crews Bank & Trust664,125$28.3M4.45%+46,38913F-HRTimeline
CWM, LLCin group CWM, LLC638,483$27.2M0.1%-997,97713F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…635,762$27.1M1.05%-88,59513F-HRTimeline
Good Life Advisors, LLC619,262$26.4M1.65%+36,97413F-HRTimeline
ABOUND FINANCIAL, LLC617,093$26.3M11.57%+54,83713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…579,615$25.5M0.04%-204,15313F-HRTimeline
CW Advisors, LLC596,772$25.4M0.25%-517,42913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP584,778$24.9M0.03%+21,45413F-HR/ATimelineGroup
Strategic Financial Concepts, LLC573,588$24.4M3.44%+425,98413F-HRTimeline
Compton Financial Group, LLC572,287$24.4M6.34%+13,95913F-HRTimeline
Fund Evaluation Group, LLC562,073$23.9M0.93%+5,37813F-HRTimeline
Avidian Wealth Enterprises, LLC547,383$23.3M0.95%+205,15413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC539,269$23M0.99%+68,04513F-HRTimelineGroup
SPINNAKER TRUST538,532$22.9M1.38%-280,91113F-HRTimeline
Cambridge Investment Research Advisors,…528,971$22.5M0.07%+21,84113F-HRTimeline
One Day In July LLC518,163$22.1M2%+106,72213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.503,220$21.4M0.2%+219,24113F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Avior Wealth Management, LLC496,579$21.2M0.73%+11,61713F-HRTimeline
Mariner, LLCin group Mariner, LLC494,130$21.1M0.03%-38,84913F-HRTimelineGroup
RKL Wealth Management LLC477,974$20.4M1.79%+66,43913F-HRTimeline
McNamara Financial Services, Inc.446,464$19M3.77%+2,38913F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC442,084$18.8M6.63%-17,56513F-HR/ATimeline
Garrett Wealth Advisory Group, LLC439,917$18.7M3.97%-30,96213F-HRTimeline
OARSMAN CAPITAL, INC.431,350$18.4M2.88%+85,76113F-HRTimeline
BOKF, NAin group BOKF, NA425,900$18.1M0.29%+425,42513F-HRTimelineGroup
Merit Financial Group, LLC402,331$17.1M0.19%-368,73513F-HRTimeline
Legacy Edge Advisors, LLC391,940$16.7M2.23%+76,03913F-HRTimeline
Leicht Financial Planning & Wealth Mana…390,289$16.6M7.9%+5,33313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO388,278$16.5M<0.01%-1,244,00413F-HRTimelineGroup
Impact Partnership Wealth, LLC385,013$16.4M3.02%+34,32913F-HRTimeline
Allen Capital Group, LLC383,192$16.3M1.7%+21,37913F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …380,771$16.2M3.18%13F-HRTimelineGroup
Boston Standard Wealth Management, LLC374,051$15.9M2.87%+38,22513F-HRTimeline
Shepherd Financial Partners LLC373,523$15.9M1.68%+1,16113F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA372,694$15.9M0.72%+2,93213F-HRTimeline
Octavia Wealth Advisors, LLC369,070$15.7M1.79%-26,51113F-HRTimeline
Integrated Wealth Concepts LLC364,399$15.5M0.16%+44,21713F-HRTimeline
Geneos Wealth Management Inc.357,982$15.3M0.37%-350,68913F-HRTimeline
OneDigital Investment Advisors LLC347,090$14.8M0.16%-9,26413F-HRTimeline
Carnegie Investment Counsel345,381$14.7M0.3%-3,27813F-HRTimeline
JNBA Financial Advisors340,424$14.5M1.39%-43,67013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding334,593$14.3M+76,499Timeline
Financial Security Advisor, Inc.325,882$13.9M3.2%-14,26413F-HRTimeline
Signal Advisors Wealth, LLC323,844$13.8M1.08%+35,18113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC319,561$13.6M0.1%-106,17813F-HR/ATimelineGroup
CAHABA WEALTH MANAGEMENT, INC.314,664$13.4M1.04%+113,62113F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …310,523$13.2M2.55%+25,65013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC309,319$13.2M0.62%-109,94413F-HRTimeline
WBH ADVISORY INC306,239$13M1.11%+10,90613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …300,777$13M0.93%+7,31213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC301,529$12.8M0.04%+51,74713F-HRTimeline
TPG Financial Advisors, LLC290,586$12.4M4.95%+21,89313F-HRTimeline
Windsor Capital Management, LLC288,546$12.3M3.58%+22,65913F-HRTimeline
United Asset Strategies, Inc.288,252$12.3M1.05%+5,72913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…286,319$12.2M0.1%+112,61113F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp286,246$12.2M0.73%+52,27113F-HRTimelineGroup
Pure Financial Advisors, LLC283,107$12.1M0.21%-20,92513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC280,214$11.9M1.47%+19,76113F-HRTimeline
Taylor & Morgan Wealth Management, LLC276,366$11.8M7.95%+18,42013F-HRTimeline
Modern Wealth Management, LLC276,251$11.8M0.29%+12,77913F-HR/ATimeline
Global Retirement Partners, LLC275,695$11.7M0.29%13F-HRTimeline
Sanctuary Advisors, LLC273,239$11.6M0.07%-23,83913F-HRTimeline
AlphaStar Capital Management, LLC272,217$11.6M0.82%+202,38713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding255,624$11.4M+12,316Timeline
Valeo Financial Advisors, LLC257,459$11M0.27%+8,33213F-HR/ATimeline
Stratos Wealth Partners, LTD.group of 2 filers holding255,021$10.9M+9,183Timeline
Syntegra Private Wealth Group, LLC254,892$10.9M1.11%-20,41313F-HRTimeline
IHT Wealth Management, LLC251,700$10.7M0.29%-22,12313F-HRTimeline
Foguth Wealth Management, LLC.250,491$10.7M2.28%+10,24513F-HRTimeline
Allworth Financial LP242,465$10.3M0.05%+22,36913F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…242,438$10.3M0.91%+38,31313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC240,919$10.3M0.09%+9,76513F-HRTimelineGroup
Austin Private Wealth, LLC239,919$10.2M0.81%+22,83313F-HRTimeline
SURIENCE PRIVATE WEALTH LLC234,633$10M9.39%new13F-HRTimeline
Western Wealth Management, LLC230,982$9.84M0.59%+3,96713F-HRTimeline
Parkside Financial Bank & Trust218,241$9.3M1%+97,19813F-HRTimeline
Montz Harcus Wealth Management LLC217,701$9.27M4.48%+14,58213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…213,016$9.07M0.25%-49,19013F-HRTimelineGroup
Financial Insights, Inc.211,555$9.01M3.29%+9,57913F-HRTimeline
MGO ONE SEVEN LLC210,120$8.95M0.29%+8813F-HRTimeline
Sterling Investment Advisors, Ltd.81,034$8.86M1.94%+1,61013F-HRTimeline
WRAPMANAGER INC198,751$8.47M2.06%+18,44913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding198,712$8.47M+30,742Timeline
Fortitude Financial, LLC207,876$8.42M7.48%new13F-HRTimeline
Exchange Capital Management, Inc.188,609$8.03M1.2%+17,88913F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC187,618$7.99M0.34%-18,12313F-HRTimeline
RVW Wealth, LLC186,840$7.96M0.68%-13,32813F-HRTimeline
Tortoise Investment Management, LLC186,283$7.94M0.76%+16,59213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC184,467$7.86M<0.01%-3,59113F-HRTimelineGroup
Gladstone Institutional Advisory LLC182,918$7.79M0.32%+59613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC179,848$7.66M0.75%-9,40113F-HRTimelineGroup
Aspire Capital Advisors LLC179,846$7.66M2.12%-50,67213F-HRTimeline
Hibernia Wealth Partners, LLC172,419$7.35M2.68%+86,16113F-HRTimeline
NewEdge Advisors, LLC172,246$7.34M0.04%+34,64213F-HRTimeline
Berkeley Capital Partners, LLC168,585$7.18M1.82%+4,18613F-HRTimeline
KWB Wealth176,079$7.18M0.87%-56,66513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…163,036$6.95M0.02%-86,88213F-HR/ATimelineGroup
International City Management Associati…161,660$6.89M3.68%013F-HRTimeline
Private Advisory Group LLC161,282$6.87M0.64%+149,11813F-HRTimeline
Trilogy Capital Inc.154,041$6.56M0.32%-141,65013F-HRTimeline
Millington Financial Advisors, LLC146,151$6.5M3.28%+22,55713F-HRTimeline
Leslie Global Wealth, LLC150,588$6.42M3.43%-92213F-HRTimeline
Private Wealth Group, LLC150,448$6.41M3.41%-30,81713F-HRTimeline
Asset Management Group, Inc.147,548$6.29M1.1%-1513F-HRTimeline
Bensler, LLC144,634$6.16M0.69%+5,29513F-HRTimeline
D.A. DAVIDSON & CO.144,186$6.14M0.04%-65,08713F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…142,585$6.07M3.16%013F-HRTimelineGroup
Gibbs Wealth Management141,654$6.03M1.16%+37,53813F-HRTimeline
Richmond Investment Services, LLC140,629$5.99M1.27%+120,29213F-HRTimeline
Warren Street Wealth Advisors, LLC137,651$5.86M1.94%+12,22313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.134,538$5.73M0.03%-6,13213F-HRTimeline
J.W. COLE ADVISORS, INC.134,184$5.72M0.12%+2,11813F-HRTimeline
Orange Investment Advisors, Inc.132,177$5.63M0.62%+13,31913F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …130,500$5.56M<0.01%+13,10013F-HRTimelineGroup
Evernest Financial Advisors, LLC129,380$5.51M1.78%new13F-HRTimeline
Midwest Trust Co128,817$5.49M0.08%13F-HRTimeline
Larson Financial Group LLC126,845$5.4M0.22%-21,47913F-HRTimeline
Resonant Capital Advisors, LLC125,803$5.36M0.34%+19,29213F-HRTimeline
Cornerstone Wealth Management, LLC124,796$5.32M0.32%-4,90313F-HRTimeline
Strategic Financial Planning, Inc.123,781$5.27M3.28%+14,62113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…123,415$5.26M0.14%+74,41413F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP121,394$5.17M0.78%-3,03313F-HRTimeline
IAG Wealth Partners, LLC120,909$5.15M0.68%+1,09213F-HRTimeline
Perennial Investment Advisors, LLC119,465$5.09M0.49%+5,86313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC118,719$5.06M0.01%+19,18213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.115,930$4.94M0.01%-46413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC115,712$4.93M0.02%+6,01013F-HRTimelineGroup
RFG Advisory, LLC114,784$4.89M0.11%-9,37313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC114,466$4.88M0.03%+53,39213F-HRTimelineGroup
1248 Management, LLC112,677$4.8M1.77%-37,07813F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.110,400$4.7M0.73%+7,78313F-HR/ATimeline
626 Financial, LLC109,777$4.68M2.2%+23,25113F-HR/ATimeline
Waverly Advisors, LLC108,451$4.62M0.05%-6,66413F-HRTimeline
Louisiana State Employees Retirement Sy…108,400$4.62M0.08%+63,00013F-HRTimeline
Hofer & Associates. Inc107,335$4.57M2.85%+2,58013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp107,025$4.56M<0.01%-2,53613F-HRTimelineGroup
Paulson Wealth Management Inc.106,962$4.56M1.18%+5,06813F-HRTimeline
SCS Capital Management LLC106,550$4.54M0.05%+16,15113F-HRTimeline
Portside Wealth Group, LLC106,419$4.53M0.67%+9,34713F-HRTimeline
&PARTNERS105,728$4.5M0.03%+52,99913F-HRTimeline
Obermeyer Wealth Partners104,242$4.44M0.22%-538,11213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC104,043$4.43M0.01%-11,00413F-HRTimelineGroup
SEEDS INVESTOR LLC102,218$4.35M1.02%+74,96813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC96,831$4.12M0.08%+52,26013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding96,346$4.1M+19,837Timeline
1900 WEALTH MANAGEMENT LLC94,265$4.02M0.3%-19,44913F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC92,111$3.92M1.32%+24,07313F-HRTimeline
Founders Financial Alliance, LLC91,600$3.9M0.89%+7,47713F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.91,365$3.89M1.33%+10,32613F-HRTimeline
PECAUT & CO.91,076$3.88M1.29%-9,35013F-HRTimeline
AF Advisors, Inc.90,000$3.83M1.32%new13F-HRTimeline
Janney Montgomery Scott LLC89,451$3.81M0.01%-4,03513F-HRTimeline
Hughes Financial Services, LLC86,449$3.73M0.64%-516,25613F-HRTimeline
Summit Global Investmentsin group Summit Global Investments87,613$3.73M0.22%+30,87213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…87,494$3.73M0.01%+53,42813F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.86,660$3.69M0.55%+14,95713F-HRTimeline