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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

891 managers (900 13F filers) reported a position in SPSM shares at 2025-09-30, 196,254,091 shares in all. 80 filers opened a position and 48 filers sold out during the quarter.

Managers
891
13F filers
900
New
80
Added
386
Reduced
303
Sold out
48
Shares held by filers
196,254,091

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
LPL Financial LLC25,628,182$1.19B0.35%+2,226,55013F-HRTimeline
Financial Engines Advisors L.L.C.23,000,738$1.07B2.03%-831,36513F-HRTimeline
Betterment LLC18,142,585$840M1.66%+525,89213F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co6,362,933$295M0.05%+214,69413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,372,230$249M0.02%+460,09813F-HR/ATimelineGroup
Valmark Advisers, Inc.5,315,886$246M3.18%-947,48313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,137,353$238M+1,308,200Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,752,588$174M0.04%-19,48113F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC3,281,191$152M2.4%+113,60113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,272,697$152M0.01%+156,86613F-HR/ATimelineGroup
Creative Planningin group Creative Planning2,829,374$131M0.1%-29,33913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,773,574$128M0.04%+158,95813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,256,998$104M0.15%+691,16713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,931,478$89.5M0.05%+23,23413F-HRTimelineGroup
TEXAS PERMANENT SCHOOL FUND CORP1,804,117$83.6M2.72%+368,62813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,752,614$81.2M9.51%+92,38313F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,724,825$79.9M<0.01%+436,35013F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,701,752$78.8M+14,031Timeline
ASSETMARK, INCin group ASSETMARK, INC1,674,127$77.5M0.17%+345,04013F-HRTimelineGroup
Crestwood Advisors Group, LLC1,666,835$77.2M1.31%+34,71013F-HRTimeline
UBS Group AGin group UBS Group AG1,512,859$70.1M0.01%+236,56313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,476,417$68.4M0.05%+74,27113F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC1,413,202$65.5M0.53%new13F-HRTimeline
Cetera Investment Advisers1,245,557$57.7M0.07%+153,11913F-HRTimeline
Dakota Wealth Management1,226,104$56.8M1.15%+108,05913F-HR/ATimeline
Private Advisor Group, LLC1,214,240$56.2M0.28%-27,53213F-HRTimeline
MASON STREET ADVISORS, LLC1,163,700$53.9M5.59%+74,90013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,132,906$52.5M0.05%+98,47713F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,096,460$50.8M1.02%+34,99513F-HRTimelineGroup
HighTower Advisors, LLC1,058,698$49M0.06%+94,90513F-HRTimeline
Stadion Money Management, LLC1,005,482$46.6M3.72%+190,42013F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…994,157$46M1.69%+751,71913F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC967,737$44.8M2.4%-194,51313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.940,625$43.6M0.32%+79,25413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC894,465$41.4M0.05%-74,24313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN892,577$41.3M0.01%-16,92113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP840,028$38.9M0.05%-3,49113F-HRTimelineGroup
WALLER FINANCIAL PLANNING GROUP, INC839,407$38.9M8.92%+11,94513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…769,539$35.6M2.33%+33,39513F-HRTimeline
DAVENPORT & Co LLC736,780$34.1M0.18%-133,23213F-HRTimeline
Peterson Wealth Advisors, LLC729,139$33.6M5.03%+33,31313F-HRTimeline
Focus Financial Network, Inc.721,286$33.4M1.19%+4,66313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP655,978$30.4M0.05%+71,20013F-HRTimelineGroup
CWM, LLCin group CWM, LLC654,475$30.3M0.09%+15,99213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA625,848$29M0.01%-45,50813F-HRTimelineGroup
ABOUND FINANCIAL, LLC619,689$28.7M11.49%+2,59613F-HRTimeline
One Day In July LLC608,883$28.2M2.39%+90,72013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC606,032$28.1M1.12%+66,76313F-HRTimelineGroup
Crews Bank & Trust603,241$27.9M4.09%-60,88413F-HRTimeline
Strategic Financial Concepts, LLC587,650$27.2M3.96%+14,06213F-HRTimeline
Compton Financial Group, LLC587,125$27.2M6.55%+14,83813F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.586,360$27.2M0.24%+83,14013F-HRTimelineGroup
Fund Evaluation Group, LLC583,271$27M0.98%+21,19813F-HRTimeline
BOKF, NAin group BOKF, NA578,260$26.8M0.4%+152,36013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…576,642$26.6M0.04%-2,97313F-HRTimeline
Cambridge Investment Research Advisors,…559,958$25.9M0.07%+30,98713F-HRTimeline
First Command Advisory Services, Inc.547,074$25.3M0.18%-119,73513F-HRTimeline
SPINNAKER TRUST519,861$24.1M1.34%-18,67113F-HRTimeline
Avior Wealth Management, LLC519,418$24.1M0.77%+22,83913F-HRTimeline
RKL Wealth Management LLC517,702$24M2.04%+39,72813F-HRTimeline
Mariner, LLCin group Mariner, LLC484,440$22.4M0.03%-9,69013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC469,380$21.7M0.09%+419,26813F-HRTimelineGroup
OARSMAN CAPITAL, INC.466,303$21.6M3.03%+34,95313F-HRTimeline
Garrett Wealth Advisory Group, LLC451,885$20.9M4.08%+11,96813F-HRTimeline
VICUS CAPITAL451,343$20.9M1.6%+426,82913F-HRTimeline
McNamara Financial Services, Inc.450,315$20.9M3.88%+3,85113F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…438,960$20.3M<0.01%new13F-HRTimelineGroup
Legacy Edge Advisors, LLC429,793$19.9M2.35%+37,85313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO416,554$19.3M<0.01%+28,27613F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…412,247$19.1M0.14%+125,92813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC396,352$18.4M0.14%+155,43313F-HRTimelineGroup
Allen Capital Group, LLC393,272$18.2M1.74%+10,08013F-HRTimeline
Leicht Financial Planning & Wealth Mana…387,704$18M8.1%-2,58513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA382,259$17.7M0.75%+9,56513F-HRTimeline
Octavia Wealth Advisors, LLC380,303$17.6M1.75%+11,23313F-HRTimeline
Boston Standard Wealth Management, LLC376,264$17.4M2.93%+2,21313F-HRTimeline
Shepherd Financial Partners LLC369,104$17.1M1.63%-4,41913F-HRTimeline
Geneos Wealth Management Inc.368,785$17.1M0.43%+10,80313F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …366,916$17M3.36%13F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding360,014$16.7M+25,421Timeline
Integrated Wealth Concepts LLC358,309$16.6M0.15%-6,09013F-HRTimeline
Merit Financial Group, LLC357,695$16.6M0.15%-44,63613F-HR/ATimeline
Atlas Private Wealth Advisors346,902$16.1M3.94%-499,39413F-HRTimeline
Austin Private Wealth, LLC344,348$16M1.23%+104,42913F-HRTimeline
Hancock Prospecting Pty Ltd342,840$15.9M0.52%-1,136,87113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC337,737$15.6M0.68%+28,41813F-HRTimeline
JNBA Financial Advisors335,572$15.5M1.41%-4,85213F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …330,999$15.3M2.68%+20,47613F-HRTimeline
OneDigital Investment Advisors LLC327,734$15.2M0.16%-19,35613F-HRTimeline
Composition Wealth, LLC321,899$14.9M0.22%new13F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.317,025$14.7M1.06%+2,36113F-HRTimeline
MML INVESTORS SERVICES, LLC316,401$14.7M0.04%+14,87213F-HRTimeline
Financial Security Advisor, Inc.311,612$14.4M3.07%-14,27013F-HRTimeline
WBH ADVISORY INC309,126$14.3M1.09%+2,88713F-HRTimeline
Sanctuary Advisors, LLC299,478$13.9M0.08%+26,23913F-HR/ATimeline
Windsor Capital Management, LLC297,198$13.8M3.8%+8,65213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding295,888$13.7M+97,176Timeline
EVERMAY WEALTH MANAGEMENT LLC295,138$13.7M1.56%+14,92413F-HRTimeline
United Asset Strategies, Inc.292,958$13.6M1.09%+4,70613F-HRTimeline
TPG Financial Advisors, LLC288,571$13.4M4.98%-2,01513F-HRTimeline
Carnegie Investment Counsel286,674$13.3M0.25%-58,70713F-HRTimeline
Pure Financial Advisors, LLC285,957$13.2M0.21%+2,85013F-HRTimeline
Impact Partnership Wealth, LLC282,654$13.1M1.95%-102,35913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp281,060$13M0.73%-5,18613F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC276,831$12.8M0.08%-42,73013F-HR/ATimelineGroup
Taylor & Morgan Wealth Management, LLC275,937$12.8M7.85%-42913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding266,136$12.3M+11,115Timeline
IHT Wealth Management, LLC261,333$12.1M0.31%+9,63313F-HRTimeline
Allworth Financial LP260,152$12.1M0.05%+17,68713F-HRTimeline
NewEdge Advisors, LLC257,142$11.9M0.05%+84,89613F-HRTimeline
Valeo Financial Advisors, LLC254,902$11.8M0.27%-2,55713F-HRTimeline
AlphaStar Capital Management, LLC252,990$11.7M1.01%-19,22713F-HRTimeline
Global Retirement Partners, LLC252,077$11.7M0.26%-23,61813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding252,517$11.6M-3,107Timeline
Syntegra Private Wealth Group, LLC248,473$11.5M1.09%-6,41913F-HRTimeline
Parkside Financial Bank & Trust232,924$10.8M0.84%+14,68313F-HRTimeline
Western Wealth Management, LLC231,432$10.7M0.57%+45013F-HRTimeline
Montz Harcus Wealth Management LLC223,490$10.4M4.52%+5,78913F-HRTimeline
Financial Insights, Inc.222,810$10.3M3.42%+11,25513F-HRTimeline
MGO ONE SEVEN LLC221,962$10.3M0.24%+11,84213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…216,766$10M0.26%+3,75013F-HRTimelineGroup
Sterling Investment Advisors, Ltd.81,253$9.66M1.88%+21913F-HRTimeline
Aspire Capital Advisors LLC205,453$9.52M2.35%+25,60713F-HRTimeline
Richmond Investment Services, LLC195,441$9.05M1.68%+54,81213F-HRTimeline
Tortoise Investment Management, LLC192,868$8.93M0.8%+6,58513F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC188,392$8.73M0.35%+77413F-HRTimeline
Fortitude Financial, LLC203,794$8.72M7.17%-4,08213F-HRTimeline
Gladstone Institutional Advisory LLC188,257$8.72M0.34%+5,33913F-HRTimeline
Avidian Wealth Enterprises, LLC187,950$8.71M0.33%-359,43313F-HRTimeline
RVW Wealth, LLC186,617$8.64M0.67%-22313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC186,138$8.62M<0.01%+1,67113F-HRTimelineGroup
WRAPMANAGER INC179,813$8.33M2.56%-18,93813F-HRTimeline
Berkeley Capital Partners, LLC174,025$8.06M1.91%+5,44013F-HRTimeline
Private Advisory Group LLC165,274$7.66M0.67%+3,99213F-HRTimeline
KWB Wealth178,838$7.62M0.84%+2,75913F-HRTimeline
Evernest Financial Advisors, LLC162,330$7.52M2.11%+32,95013F-HRTimeline
International City Management Associati…161,660$7.49M3.82%013F-HRTimeline
Collier Financial157,385$7.29M5.48%13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…156,339$7.24M0.25%-479,42313F-HRTimeline
Aspire Private Capital, LLC154,740$7.17M1.58%+75,32813F-HR/ATimeline
LANDMARK WEALTH MANAGEMENT, INC.154,475$7.16M2.79%+72,13113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding153,008$7.09M+56,662Timeline
Warren Street Wealth Advisors, LLC152,965$7.09M2.12%+15,31413F-HRTimeline
Abich Financial Wealth Management LLC152,621$7.07M2.52%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…152,443$7.06M0.01%-10,59313F-HRTimelineGroup
Orange Investment Advisors, Inc.149,911$6.94M0.72%+17,73413F-HRTimeline
Private Wealth Group, LLC147,876$6.85M3.41%-2,57213F-HRTimeline
Asset Management Group, Inc.147,864$6.85M1.12%+31613F-HRTimeline
Bensler, LLC146,427$6.78M0.71%+1,79313F-HRTimeline
Advance Capital Management, Inc.144,592$6.7M0.29%+133,66813F-HRTimeline
Strategic Financial Planning, Inc.143,037$6.63M3.84%+19,25613F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…142,585$6.61M3.19%013F-HRTimelineGroup
Millington Financial Advisors, LLC145,181$6.59M3.2%-97013F-HRTimeline
D.A. DAVIDSON & CO.142,033$6.58M0.04%-2,15313F-HRTimeline
Pachira Investments Inc.140,392$6.5M3.65%new13F-HRTimeline
Trilogy Capital Inc.136,336$6.32M0.29%-17,70513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP136,314$6.31M0.89%+14,92013F-HRTimeline
RFG Advisory, LLC135,436$6.27M0.13%+20,65213F-HRTimeline
J.W. COLE ADVISORS, INC.134,818$6.24M0.12%+63413F-HRTimeline
Leslie Global Wealth, LLC132,878$6.15M2.89%-17,71013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC126,388$5.85M0.01%+22,34513F-HRTimelineGroup
IAG Wealth Partners, LLC125,549$5.82M0.7%+4,64013F-HRTimeline
Resonant Capital Advisors, LLC124,867$5.78M0.34%-93613F-HRTimeline
Portside Wealth Group, LLC124,723$5.78M0.8%+18,30413F-HRTimeline
Midwest Trust Co123,837$5.74M0.07%-4,98013F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …121,700$5.64M<0.01%-8,80013F-HRTimelineGroup
Paulson Wealth Management Inc.121,445$5.63M1.33%+14,48313F-HRTimeline
Cornerstone Wealth Management, LLC121,388$5.62M0.31%-3,40813F-HRTimeline
Sharkey, Howes & Javer120,973$5.6M0.72%+59,70313F-HRTimeline
Gibbs Wealth Management120,967$5.6M1.27%-20,68713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.119,430$5.53M0.81%+9,03013F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC118,902$5.51M0.01%+18313F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC118,133$5.47M0.47%-61,71513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC116,842$5.41M0.02%+1,13013F-HRTimelineGroup
Signal Advisors Wealth, LLC114,641$5.31M0.48%-209,20313F-HRTimeline
Summit Global Investmentsin group Summit Global Investments112,776$5.22M0.31%+25,16313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.112,459$5.21M0.01%-3,47113F-HRTimelineGroup
Waverly Advisors, LLC112,159$5.2M0.05%+3,70813F-HRTimeline
Larson Financial Group LLC109,686$5.08M0.18%-17,15913F-HRTimeline
Hofer & Associates. Inc108,521$5.03M2.88%+1,18613F-HRTimeline
626 Financial, LLC106,444$4.93M2.17%-3,33313F-HRTimeline
AE Wealth Management LLC106,307$4.92M0.03%+35,64713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp105,305$4.88M<0.01%-1,72013F-HRTimelineGroup
SEEDS INVESTOR LLC104,401$4.84M1.02%+2,18313F-HRTimeline
HARBOUR INVESTMENTS, INC.104,392$4.84M0.11%+36,56213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC104,222$4.83M0.08%+7,39113F-HRTimelineGroup
&PARTNERS103,701$4.8M0.03%-2,02713F-HRTimeline
SCS Capital Management LLC102,924$4.77M0.05%-3,62613F-HRTimeline
Fiduciary Group, LLC97,547$4.52M0.4%+17,04813F-HRTimeline
Shum Financial Group, Inc.97,019$4.49M3.35%13F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.95,280$4.41M1.43%+3,91513F-HRTimeline
SPC Financial, Inc.92,280$4.27M0.33%new13F-HRTimeline
NOTTINGHAM ADVISORS, INC.92,128$4.27M0.59%+5,46813F-HRTimeline
HM PAYSON & CO91,180$4.22M0.06%+55,66613F-HRTimeline
Hibernia Wealth Partners, LLC91,029$4.22M2.7%-81,39013F-HRTimeline
Obermeyer Wealth Partners90,765$4.2M0.2%-13,47713F-HRTimeline
AF Advisors, Inc.90,000$4.17M1.69%013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC89,770$4.16M0.7%+27,09713F-HRTimeline
Janney Montgomery Scott LLC89,684$4.15M0.01%+23313F-HRTimeline
1900 WEALTH MANAGEMENT LLC87,789$4.07M0.28%-6,47613F-HRTimeline