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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

976 managers (987 13F filers) reported a position in SPSM shares at 2025-12-31, 209,153,231 shares in all. 75 filers opened a position and 39 filers sold out during the quarter.

Managers
976
13F filers
987
New
75
Added
378
Reduced
343
Sold out
39
Shares held by filers
209,153,231

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LPL Financial LLC26,990,277$1.26B0.35%+1,362,09513F-HRTimeline
Financial Engines Advisors L.L.C.21,127,449$990M1.88%-1,873,28913F-HRTimeline
Betterment LLC18,757,519$879M1.67%+614,93413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY13,747,260$644M0.04%+8,375,03013F-HR/ATimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co6,463,327$303M0.05%+100,39413F-HRTimelineGroup
Valmark Advisers, Inc.5,302,606$248M3.06%-13,28013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,668,928$219M-468,425Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,840,334$180M0.01%+567,63713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,798,684$178M0.04%+46,09613F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC3,480,713$163M2.47%+199,52213F-HRTimeline
Creative Planningin group Creative Planning2,793,205$131M0.09%-36,16913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,578,563$121M0.04%-195,01113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,996,690$93.6M0.14%-260,30813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,912,458$89.6M0.05%-19,02013F-HRTimelineGroup
TEXAS PERMANENT SCHOOL FUND CORP1,810,603$84.8M3.88%+6,48613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,809,499$84.8M8.85%+56,88513F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,744,124$81.7M+42,372Timeline
Crestwood Advisors Group, LLC1,722,177$80.7M1.34%+55,34213F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,659,396$77.8M<0.01%-65,42913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,541,745$72.2M0.15%-132,38213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,518,739$71.2M0.05%+42,32213F-HR/ATimelineGroup
Cetera Investment Advisers1,338,313$62.7M0.07%+92,75613F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC1,308,832$61.3M0.49%-104,37013F-HRTimeline
MASON STREET ADVISORS, LLC1,293,880$60.6M5.97%+130,18013F-HRTimeline
UBS Group AGgroup of 2 filers holding1,289,336$60.4M-223,523Timeline
Dakota Wealth Management1,278,412$59.9M1.06%+52,30813F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,197,065$56.1M0.05%+64,15913F-HRTimelineGroup
Private Advisor Group, LLC1,189,659$55.7M0.26%-24,58113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,130,882$53M1.02%+34,42213F-HRTimelineGroup
HighTower Advisors, LLC1,038,086$48.6M0.05%-20,61213F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…1,011,729$47.4M2.8%+17,57213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN994,990$46.6M0.01%+102,41313F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC980,587$46M2.39%+12,85013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.957,742$44.9M0.31%+17,11713F-HRTimelineGroup
Stadion Money Management, LLC926,488$43.4M3.52%-78,99413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC895,746$42M0.06%+1,28113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…790,099$37M2.35%+20,56013F-HRTimeline
DAVENPORT & Co LLC785,590$36.8M0.2%+48,81013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP775,506$36.3M0.05%-64,52213F-HRTimelineGroup
Focus Financial Network, Inc.746,798$35M1.22%+25,51213F-HRTimeline
Peterson Wealth Advisors, LLC718,855$33.7M4.49%-10,28413F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.696,741$32.6M0.24%+110,38113F-HRTimelineGroup
HighPoint Advisor Group LLC684,513$32.1M0.7%new13F-HRTimeline
One Day In July LLC679,174$31.8M2.61%+70,29113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA657,057$30.8M0.01%+31,20913F-HRTimelineGroup
First Command Advisory Services, Inc.649,968$30.5M0.21%+102,89413F-HRTimeline
CWM, LLCin group CWM, LLC647,723$30.4M0.08%-6,75213F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC641,853$30.1M1.17%+35,82113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP636,222$29.8M0.04%-19,75613F-HR/ATimelineGroup
VICUS CAPITAL626,745$29.4M2.2%+175,40213F-HRTimeline
BOKF, NAin group BOKF, NA625,365$29.3M0.45%+47,10513F-HRTimelineGroup
RKL Wealth Management LLC611,870$28.7M2.35%+94,16813F-HRTimeline
Compton Financial Group, LLC606,332$28.4M6.43%+19,20713F-HRTimeline
KWB Wealth603,914$28.3M2.68%+425,07613F-HRTimeline
ABOUND FINANCIAL, LLC584,730$27.4M10.6%-34,95913F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…582,737$27.3M0.16%+170,49013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…544,325$26.4M0.04%-32,31713F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA563,967$26.4M1.16%+181,70813F-HRTimeline
Avior Wealth Management, LLC540,377$25.3M0.79%+20,95913F-HRTimeline
GREENLEAF TRUST539,767$25.3M0.23%+498,30713F-HRTimeline
Cambridge Investment Research Advisors,…533,566$25M0.07%-26,39213F-HRTimeline
Crews Bank & Trust518,642$24.3M3.48%-84,59913F-HRTimeline
SPINNAKER TRUST514,216$24.1M1.29%-5,64513F-HRTimeline
Mariner, LLCin group Mariner, LLC504,135$23.6M0.03%+19,69513F-HRTimelineGroup
OARSMAN CAPITAL, INC.489,940$23M2.98%+23,63713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC476,128$22.2M0.09%+6,74813F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC464,725$21.8M4.12%+12,84013F-HRTimeline
Fund Evaluation Group, LLC454,388$21.3M0.7%-128,88313F-HRTimeline
Legacy Edge Advisors, LLC450,872$21.1M2.31%+21,07913F-HRTimeline
Evernest Financial Advisors, LLC399,782$20.6M4.31%+237,45213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC425,333$19.9M0.94%+87,59613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO404,400$19M<0.01%-12,15413F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS401,200$18.8M0.01%new13F-HRTimelineGroup
Allen Capital Group, LLC397,908$18.6M1.72%+4,63613F-HRTimeline
Geneos Wealth Management Inc.394,991$18.5M0.45%+26,20613F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …387,498$18.2M3.5%+20,58213F-HRTimelineGroup
Boston Standard Wealth Management, LLC386,674$18.1M2.99%+10,41013F-HRTimeline
Shepherd Financial Partners LLC385,786$18.1M1.68%+16,68213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC385,647$18.1M0.15%-10,70513F-HRTimelineGroup
Leicht Financial Planning & Wealth Mana…381,677$17.9M8%-6,02713F-HRTimeline
Composition Wealth, LLC381,412$17.9M0.26%+59,51313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding379,762$17.8M+19,748Timeline
Diversify Advisory Services, LLCgroup of 2 filers holding341,834$16.9M+89,317Timeline
Foguth Wealth Management, LLC.357,830$16.9M2.62%13F-HRTimeline
Atlas Private Wealth Advisors356,452$16.7M3.9%+9,55013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …350,243$16.4M2.66%+19,24413F-HRTimeline
MML INVESTORS SERVICES, LLC348,217$16.3M0.04%+31,81613F-HRTimeline
Hancock Prospecting Pty Ltd342,840$16.1M0.49%013F-HRTimeline
Merit Financial Group, LLC342,643$16.1M0.13%-15,05213F-HRTimeline
Octavia Wealth Advisors, LLC337,402$15.8M1.51%-42,90113F-HRTimeline
JNBA Financial Advisors331,663$15.5M1.36%-3,90913F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.325,936$15.3M1.06%+8,91113F-HRTimeline
Integrated Wealth Concepts LLC322,302$15.1M0.18%-36,00713F-HRTimeline
OneDigital Investment Advisors LLC320,541$15M0.15%-7,19313F-HRTimeline
TPG Financial Advisors, LLC318,743$14.9M4.99%+30,17213F-HRTimeline
Financial Security Advisor, Inc.317,382$14.9M2.88%+5,77013F-HRTimeline
AlphaStar Capital Management, LLC312,207$14.6M1.07%+59,21713F-HRTimeline
WBH ADVISORY INC310,182$14.5M1.08%+1,05613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC306,200$14.3M1.61%+11,06213F-HRTimeline
Impact Partnership Wealth, LLC305,662$14.3M1.84%+23,00813F-HRTimeline
Austin Private Wealth, LLC303,728$14.2M1.07%-40,62013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding299,439$14M+3,551Timeline
United Asset Strategies, Inc.297,330$13.9M1.08%+4,37213F-HRTimeline
Windsor Capital Management, LLC296,955$13.9M3.84%-24313F-HRTimeline
Sanctuary Advisors, LLC293,479$13.8M0.08%-5,99913F-HRTimeline
Pure Financial Advisors, LLC286,957$13.4M0.2%+1,00013F-HRTimeline
Taylor & Morgan Wealth Management, LLC277,338$13M7.28%+1,40113F-HRTimeline
Carnegie Investment Counsel273,369$12.8M0.24%-13,30513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding271,679$12.7M+5,543Timeline
Allworth Financial LP269,848$12.6M0.05%+9,69613F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp269,306$12.6M0.67%-11,75413F-HRTimelineGroup
IHT Wealth Management, LLC252,515$11.8M0.29%-8,81813F-HRTimeline
Valeo Financial Advisors, LLC250,029$11.7M0.26%-4,87313F-HRTimeline
Global Retirement Partners, LLC249,324$11.7M0.21%-2,75313F-HRTimeline
Kensington Asset Management, LLC245,342$11.6M0.6%new13F-HRTimeline
Syntegra Private Wealth Group, LLC244,443$11.5M1.05%-4,03013F-HRTimeline
Parkside Financial Bank & Trust241,792$11.3M0.85%+8,86813F-HRTimeline
MGO ONE SEVEN LLC237,573$11.1M0.23%+15,61113F-HRTimeline
Montz Harcus Wealth Management LLC236,303$11.1M4.49%+12,81313F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC235,258$11M2.45%-604,14913F-HRTimeline
Financial Insights, Inc.230,128$10.8M3.61%+7,31813F-HRTimeline
NewEdge Advisors, LLC229,665$10.8M0.04%-27,47713F-HRTimeline
SilverOak Wealth Management LLC227,746$10.7M1.67%+155,26213F-HRTimeline
Richmond Investment Services, LLC224,121$10.5M1.82%+28,68013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC224,056$10.5M0.06%-52,77513F-HRTimelineGroup
Western Wealth Management, LLC222,503$10.4M0.48%-8,92913F-HRTimeline
Carroll Advisory Group, LLC220,920$10.4M4.48%13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding216,445$10.1M+63,437Timeline
ROYCE & ASSOCIATES LP209,799$9.83M0.1%new13F-HRTimeline
Sterling Investment Advisors, Ltd.81,705$9.82M1.81%+45213F-HRTimeline
Aspire Capital Advisors LLC209,240$9.8M2.3%+3,78713F-HRTimeline
Tortoise Investment Management, LLC207,692$9.73M0.85%+14,82413F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…207,648$9.73M0.12%new13F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding204,326$9.57M-12,440Timeline
Gladstone Institutional Advisory LLC198,503$9.3M0.35%+10,24613F-HRTimeline
Avidian Wealth Enterprises, LLC190,447$8.92M0.32%+2,49713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC185,575$8.7M0.35%-2,81713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC185,314$8.68M<0.01%-82413F-HR/ATimelineGroup
Hibernia Wealth Partners, LLC181,470$8.5M2.56%+90,44113F-HRTimeline
RVW Wealth, LLC179,982$8.43M0.64%-6,63513F-HRTimeline
Strategic Financial Planning, Inc.178,434$8.36M4.76%+35,39713F-HRTimeline
Berkeley Capital Partners, LLC177,692$8.33M1.96%+3,66713F-HRTimeline
WRAPMANAGER INC175,062$8.2M2.77%-4,75113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…173,070$8.2M0.01%+111,88013F-HRTimelineGroup
Private Advisory Group LLC174,227$8.16M0.64%+8,95313F-HRTimeline
Summit Global Investmentsin group Summit Global Investments162,371$7.61M0.45%+49,59513F-HRTimelineGroup
International City Management Associati…161,660$7.58M3.85%013F-HRTimeline
Bleakley Financial Group, LLC160,869$7.54M0.13%new13F-HRTimeline
Bensler, LLC159,689$7.48M0.75%+13,26213F-HRTimeline
Millington Financial Advisors, LLC143,783$7.39M3.28%-1,39813F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP153,188$7.18M0.98%+16,87413F-HRTimeline
Warren Street Wealth Advisors, LLC151,388$7.09M2.04%-1,57713F-HRTimeline
Collier Financial151,123$7.08M5.32%-6,26213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…151,085$7.08M0.25%-5,25413F-HRTimeline
Orange Investment Advisors, Inc.150,565$7.06M0.78%+65413F-HRTimeline
Private Wealth Group, LLC150,035$7.03M3.37%+2,15913F-HRTimeline
AF Advisors, Inc.150,000$7.03M2.67%+60,00013F-HRTimeline
Asset Management Group, Inc.147,346$6.9M1.12%-51813F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…145,585$6.82M3.32%+3,00013F-HRTimelineGroup
D.A. DAVIDSON & CO.142,121$6.66M0.04%+8813F-HRTimeline
Advance Capital Management, Inc.141,121$6.61M0.28%-3,47113F-HRTimeline
Portside Wealth Group, LLC137,980$6.47M0.88%+13,25713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.136,262$6.39M0.92%+16,83213F-HRTimeline
Leslie Global Wealth, LLC135,398$6.34M2.85%+2,52013F-HRTimeline
RFG Advisory, LLC134,896$6.32M0.12%-54013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC134,631$6.31M0.37%13F-HRTimeline
Trilogy Capital Inc.132,319$6.2M0.28%-4,01713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC131,154$6.15M0.5%+13,02113F-HRTimelineGroup
IAG Wealth Partners, LLC131,075$6.14M0.71%+5,52613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC129,990$6.09M0.01%+3,60213F-HRTimelineGroup
Paulson Wealth Management Inc.128,966$6.04M1.4%+7,52113F-HRTimeline
Midwest Trust Co128,426$6.02M0.08%+4,58913F-HRTimeline
WCG Wealth Advisors LLC127,960$6M0.17%+93,55913F-HRTimeline
J.W. COLE ADVISORS, INC.131,957$5.95M0.14%-2,86113F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.126,910$5.95M2.25%-27,56513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC124,840$5.85M0.01%+5,93813F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC123,005$5.76M0.09%+18,78313F-HRTimelineGroup
Gibbs Wealth Management116,256$5.73M1.39%-4,71113F-HRTimeline
Resonant Capital Advisors, LLC121,692$5.7M0.31%-3,17513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…120,095$5.63M0.01%-32,34813F-HR/ATimelineGroup
Cornerstone Wealth Management, LLC119,055$5.58M0.29%-2,33313F-HRTimeline
Pachira Investments Inc.118,533$5.55M2.7%-21,85913F-HRTimeline
Aspire Private Capital, LLC117,846$5.52M1.23%-36,89413F-HRTimeline
Waverly Advisors, LLC112,595$5.28M0.04%+43613F-HRTimeline
Hofer & Associates. Inc111,889$5.24M2.78%+3,36813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC110,522$5.18M0.02%-6,32013F-HRTimelineGroup
Fiduciary Group, LLC109,121$5.11M0.43%+11,57413F-HRTimeline
Napier Financial, LLC108,154$5.07M1.27%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.107,335$5.03M0.01%-5,12413F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …107,000$5.01M<0.01%-14,70013F-HRTimelineGroup
626 Financial, LLC106,124$4.97M2.15%-32013F-HRTimeline
XY Planning Network, Inc.105,459$4.94M0.86%+74,55613F-HRTimeline
&PARTNERS103,610$4.86M0.03%-9113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC102,373$4.8M0.02%new13F-HRTimelineGroup
Premier Private Wealth Management LLC95,808$4.79M4.97%13F-HRTimeline
Sharkey, Howes & Javer101,181$4.74M0.6%-19,79213F-HRTimeline
Larson Financial Group LLC101,047$4.74M0.16%-8,63913F-HRTimeline
Janney Montgomery Scott LLC100,592$4.71M0.01%+10,90813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp100,569$4.71M<0.01%-4,73613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.97,778$4.58M0.09%-6,61413F-HRTimeline