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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

996 managers (1,010 13F filers) reported a position in SPSM shares at 2026-03-31, 207,561,855 shares in all. 79 filers opened a position and 58 filers sold out during the quarter.

Managers
996
13F filers
1,010
New
79
Added
422
Reduced
346
Sold out
58
Shares held by filers
207,561,855

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC24,590,961$1.19B0.32%-2,399,31613F-HRTimeline
Financial Engines Advisors L.L.C.20,673,325$999M2.03%-454,12413F-HRTimeline
Betterment LLC19,018,965$919M1.74%+261,44613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,192,298$348M0.02%-6,554,96213F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co6,582,690$318M0.05%+119,36313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,419,863$262M+750,935Timeline
Valmark Advisers, Inc.5,412,325$262M3.11%+109,71913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC4,910,917$237M3.48%+1,430,20413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,449,775$215M0.05%+651,09113F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,927,202$190M0.01%+86,86813F-HRTimelineGroup
Creative Planningin group Creative Planning2,802,621$135M0.09%+9,41613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,796,663$135M0.04%+218,10013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding2,371,823$115M+1,082,487Timeline
STATE STREET CORPin group STATE STREET CORP1,932,381$93.4M<0.01%+272,98513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,914,845$92.5M0.05%+2,38713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,900,594$91.8M0.13%-96,09613F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.1,871,039$90.4M9.34%+61,54013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,820,427$88M+76,303Timeline
Crestwood Advisors Group, LLC1,726,647$83.4M1.4%+4,47013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,629,720$78.7M0.05%+110,98113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,437,727$69.5M0.14%-104,01813F-HRTimelineGroup
Cetera Investment Advisers1,402,122$67.8M0.07%+63,80913F-HRTimeline
Dakota Wealth Management1,383,470$66.8M1.45%+105,05813F-HR/ATimeline
MASON STREET ADVISORS, LLC1,326,423$64.1M6.26%+32,54313F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC1,287,969$62.2M0.53%-20,86313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,206,125$58.3M0.05%+9,06013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,199,602$58M1.05%+68,72013F-HRTimelineGroup
Independent Advisor Alliance1,171,959$56.6M0.61%+1,139,71713F-HRTimeline
HighTower Advisors, LLC1,049,517$50.7M0.05%+11,43113F-HRTimeline
Private Advisor Group, LLC969,204$46.8M0.22%-220,45513F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC963,862$46.6M2.4%-16,72513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN945,778$45.7M0.01%-49,21213F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.970,475$45.7M0.29%+12,73313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC915,509$44.2M0.06%+19,76313F-HRTimeline
DAVENPORT & Co LLC868,384$42M0.23%+82,79413F-HRTimeline
Stadion Money Management, LLC861,902$41.6M4.19%-64,58613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…809,845$39.1M2.5%+19,74613F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…774,051$37.4M2.32%-237,67813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP759,436$36.7M0.05%-16,07013F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.747,076$36.1M0.29%+50,33513F-HRTimelineGroup
First Command Advisory Services, Inc.738,807$35.7M0.24%+88,83913F-HRTimeline
One Day In July LLC737,202$35.6M2.85%+58,02813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA736,492$35.6M0.01%+79,43513F-HRTimelineGroup
VICUS CAPITAL682,870$33M2.43%+56,12513F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP699,363$32.9M0.03%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…677,379$32.7M0.2%+94,64213F-HRTimelineGroup
CWM, LLCin group CWM, LLC676,310$32.7M0.09%+28,58713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP665,427$31.7M0.05%+29,20513F-HRTimelineGroup
Peterson Wealth Advisors, LLC655,147$31.7M4.21%-63,70813F-HRTimeline
BOKF, NAin group BOKF, NA643,708$31.1M0.48%+18,34313F-HRTimelineGroup
Evernest Financial Advisors, LLC562,067$29.8M6.2%+162,28513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC617,033$29.8M1.18%-24,82013F-HRTimelineGroup
GREENLEAF TRUST613,136$29.6M0.29%+73,36913F-HRTimeline
TSG Advice Partners, LLC599,773$29M4.34%+585,92213F-HRTimeline
Cambridge Investment Research Advisors,…594,132$28.7M0.07%+60,56613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA583,909$28.2M1.21%+19,94213F-HRTimeline
RKL Wealth Management LLC570,265$27.6M2.48%-41,60513F-HRTimeline
HighPoint Advisor Group LLC567,620$27.4M1.15%-116,89313F-HRTimeline
Avior Wealth Management, LLC549,962$26.6M0.75%+9,58513F-HRTimeline
OARSMAN CAPITAL, INC.549,596$26.6M3.3%+59,65613F-HRTimeline
ABOUND FINANCIAL, LLC542,399$26.2M11.45%-42,33113F-HRTimeline
Mariner, LLCin group Mariner, LLC541,600$26.2M0.03%+37,46513F-HRTimelineGroup
KWB Wealth548,831$25.7M2.54%-55,08313F-HRTimeline
Impact Partnership Wealth, LLC503,692$24.3M3.01%+198,03013F-HRTimeline
SPINNAKER TRUST492,236$23.8M1.32%-21,98013F-HRTimeline
Crews Bank & Trust486,725$23.5M3.41%-31,91713F-HRTimeline
Compton Financial Group, LLC465,372$22.5M4.97%-140,96013F-HRTimeline
Composition Wealth, LLC457,735$22.1M0.3%+76,32313F-HRTimeline
Garrett Wealth Advisory Group, LLC457,334$22.1M3.93%-7,39113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding451,615$21.8M+71,853Timeline
Penserra Capital Management LLCin group Penserra Capital Management L…436,531$21.1M0.25%+228,88313F-HRTimelineGroup
Fund Evaluation Group, LLC431,328$20.8M0.64%-23,06013F-HRTimeline
United Asset Strategies, Inc.429,834$20.8M1.65%+132,50413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC427,811$20.7M0.03%+302,97113F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding391,247$20.5M+49,413Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …413,944$20M3.56%+26,44613F-HRTimelineGroup
Geneos Wealth Management Inc.411,006$19.9M0.46%+16,01513F-HRTimeline
Allen Capital Group, LLC406,236$19.6M1.77%+8,32813F-HRTimeline
Integrated Wealth Concepts LLC401,991$19.4M0.15%+79,68913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO404,830$19M<0.01%+43013F-HR/ATimelineGroup
Boston Standard Wealth Management, LLC386,844$18.8M3.08%+17013F-HRTimeline
Leicht Financial Planning & Wealth Mana…376,612$18.2M8.25%-5,06513F-HRTimeline
Shepherd Financial Partners LLC376,271$18.2M1.72%-9,51513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC375,765$18.2M0.14%-9,88213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC366,585$17.7M0.07%-109,54313F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …366,407$17.7M2.73%+16,16413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC359,055$17.3M0.76%-66,27813F-HRTimeline
Atlas Private Wealth Advisors349,866$16.9M3.98%-6,58613F-HRTimeline
Hancock Prospecting Pty Ltd342,840$16.6M0.5%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…336,883$16.4M0.04%-207,44213F-HRTimeline
My Portfolio Guide, LLC336,521$16.3M8.99%13F-HRTimeline
AlphaStar Capital Management, LLC334,996$16.2M1.19%+22,78913F-HRTimeline
TPG Financial Advisors, LLC332,689$16.1M5.23%+13,94613F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.332,052$16M1.09%+6,11613F-HRTimeline
Merit Financial Group, LLC326,417$15.8M0.12%-16,22613F-HRTimeline
JNBA Financial Advisors322,548$15.6M1.3%-9,11513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC321,698$15.5M1.72%+15,49813F-HRTimeline
OneDigital Investment Advisors LLC319,997$15.5M0.15%-54413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding317,757$15.4M+18,318Timeline
WBH ADVISORY INC313,519$15.2M1.14%+3,33713F-HRTimeline
TEXAS PERMANENT SCHOOL FUND CORP312,500$15.1M0.56%-1,498,10313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC307,346$14.9M0.07%+83,29013F-HRTimelineGroup
Financial Security Advisor, Inc.305,899$14.8M2.71%-11,48313F-HRTimeline
Legacy Edge Advisors, LLC303,000$14.6M1.54%-147,87213F-HRTimeline
Pure Financial Advisors, LLC299,826$14.5M0.21%+12,86913F-HRTimeline
Windsor Capital Management, LLC292,052$14.1M3.98%-4,90313F-HRTimeline
MML INVESTORS SERVICES, LLC290,530$14M0.04%-57,68713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding290,026$14M+18,347Timeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.289,293$14M0.02%13F-HRTimelineGroup
Allworth Financial LP288,717$14M0.06%+18,86913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding285,915$13.8M+69,470Timeline
Taylor & Morgan Wealth Management, LLC285,077$13.8M7.86%+7,73913F-HRTimeline
Western Wealth Management, LLC279,669$13.5M0.51%+57,16613F-HR/ATimeline
Klaas Financial Asset Advisors, LLC277,052$13.4M1.85%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …274,293$13.3M0.72%new13F-HRTimelineGroup
Carnegie Investment Counsel273,617$13.2M0.26%+24813F-HRTimeline
IHT Wealth Management, LLC273,555$13.2M0.31%+21,04013F-HRTimeline
Gibbs Wealth Management269,984$13M1.72%+153,72813F-HRTimeline
Foguth Wealth Management, LLC.237,266$12.8M1.49%-120,56413F-HRTimeline
Carroll Advisory Group, LLC263,496$12.7M4.94%+42,57613F-HRTimeline
Parkside Financial Bank & Trust258,170$12.5M0.96%+16,37813F-HRTimeline
Montz Harcus Wealth Management LLC255,778$12.4M4.99%+19,47513F-HRTimeline
SilverOak Wealth Management LLC251,695$12.2M1.92%+23,94913F-HRTimeline
Financial Insights, Inc.251,186$12.1M3.93%+21,05813F-HRTimeline
Valeo Financial Advisors, LLC248,750$12M0.29%-1,27913F-HRTimeline
MGO ONE SEVEN LLC238,308$11.5M0.23%+73513F-HRTimeline
Octavia Wealth Advisors, LLC228,575$11M1.06%-108,82713F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC222,063$10.7M2.37%-13,19513F-HRTimeline
Tortoise Investment Management, LLC221,406$10.7M0.88%+13,71413F-HRTimeline
Sanctuary Advisors, LLC221,148$10.7M0.06%-72,33113F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.220,956$10.7M2.32%new13F-HRTimeline
Aspire Capital Advisors LLC218,013$10.5M2.37%+8,77313F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA217,100$10.5M0.02%new13F-HRTimelineGroup
Richmond Investment Services, LLC214,545$10.4M1.68%-9,57613F-HRTimeline
Syntegra Private Wealth Group, LLC213,495$10.3M0.98%-30,94813F-HRTimeline
NewEdge Advisors, LLC208,033$10.1M0.04%-21,63213F-HR/ATimeline
ROYCE & ASSOCIATES LP207,723$10M0.1%-2,07613F-HRTimeline
Sterling Investment Advisors, Ltd.80,410$10M1.81%-1,29513F-HRTimeline
Gladstone Institutional Advisory LLC203,636$9.84M0.36%+5,13313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding201,859$9.75M-2,467Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC191,905$9.27M<0.01%+6,59113F-HRTimelineGroup
Avidian Wealth Enterprises, LLC190,637$9.21M0.29%+19013F-HRTimeline
Focus Financial Network, Inc.189,103$9.14M0.33%-557,69513F-HRTimeline
Bleakley Financial Group, LLC188,676$9.12M0.14%+27,80713F-HRTimeline
Louisiana State Employees Retirement Sy…186,000$8.99M0.16%+144,00013F-HRTimeline
Hibernia Wealth Partners, LLC183,755$8.88M2.63%+2,28513F-HRTimeline
Berkeley Capital Partners, LLC180,714$8.73M2.02%+3,02213F-HRTimeline
Private Advisory Group LLC178,230$8.61M0.6%+4,00313F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP172,345$8.33M1.15%+19,15713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.161,507$8.15M1.14%+25,24513F-HRTimeline
WRAPMANAGER INC167,238$8.08M2.81%-7,82413F-HRTimeline
Bensler, LLC165,738$8.01M0.83%+6,04913F-HRTimeline
Millington Financial Advisors, LLC150,015$7.97M3.35%+6,23213F-HRTimeline
International City Management Associati…161,660$7.81M4%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC155,933$7.53M0.33%-29,64213F-HRTimeline
Orange Investment Advisors, Inc.153,348$7.41M0.96%+2,78313F-HR/ATimeline
RVW Wealth, LLC153,116$7.4M0.58%-26,86613F-HRTimeline
Private Wealth Group, LLC152,063$7.35M3.43%+2,02813F-HR/ATimeline
Portside Wealth Group, LLC150,338$7.26M0.99%+12,35813F-HRTimeline
AF Advisors, Inc.150,000$7.25M4.01%013F-HRTimeline
Warren Street Wealth Advisors, LLC148,342$7.17M1.83%-3,04613F-HRTimeline
Collier Financial148,220$7.16M5.46%-2,90313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC146,725$7.09M0.1%+23,72013F-HRTimelineGroup
Asset Management Group, Inc.146,587$7.08M1.15%-75913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…145,680$7.04M0.01%+25,58513F-HRTimelineGroup
Trilogy Capital Inc.144,312$6.97M0.31%+11,99313F-HRTimeline
HARBOUR INVESTMENTS, INC.143,890$6.95M0.11%+46,11213F-HRTimeline
Paulson Wealth Management Inc.142,248$6.87M1.61%+13,28213F-HRTimeline
D.A. DAVIDSON & CO.142,110$6.87M0.04%-1113F-HRTimeline
Advance Capital Management, Inc.139,728$6.75M0.26%-1,39313F-HRTimeline
Leslie Global Wealth, LLC135,376$6.54M3.45%-2213F-HRTimeline
IAG Wealth Partners, LLC135,291$6.54M0.73%+4,21613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC133,747$6.46M0.01%+3,75713F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC133,476$6.45M0.47%+2,32213F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC132,225$6.39M0.34%-2,40613F-HRTimeline
&PARTNERS129,154$6.23M0.03%+25,54413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources127,678$6.17M<0.01%+74,11913F-HRTimelineGroup
J.W. COLE ADVISORS, INC.127,181$6.15M0.21%-4,77613F-HRTimeline
Midwest Trust Co126,702$6.12M0.08%-1,72413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…124,320$6.01M0.19%-26,76513F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…122,585$5.92M3.06%-23,00013F-HRTimelineGroup
Pallas Capital Advisors LLC122,134$5.9M0.22%+36,46913F-HRTimeline
NOTTINGHAM ADVISORS, INC.121,497$5.87M0.76%+26,84413F-HRTimeline
Waverly Advisors, LLC120,589$5.83M0.04%+7,99413F-HRTimeline
Cornerstone Wealth Management, LLC119,291$5.76M0.29%+23613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC119,233$5.76M0.02%+8,71113F-HRTimelineGroup
RFG Advisory, LLC118,444$5.72M0.11%-16,45213F-HRTimeline
XY Planning Network, Inc.117,355$5.71M0.91%+11,89613F-HRTimeline
Fiduciary Group, LLC117,098$5.66M0.48%+7,97713F-HRTimeline
Hofer & Associates. Inc115,145$5.56M2.99%+3,25613F-HRTimeline
Napier Financial, LLC108,923$5.26M1.21%+76913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp106,067$5.13M<0.01%+5,49813F-HRTimelineGroup
Janney Montgomery Scott LLC105,897$5.12M0.01%+5,30513F-HRTimeline
Pachira Investments Inc.105,860$5.12M2.39%-12,67313F-HRTimeline
626 Financial, LLC105,206$5.08M2.27%-91813F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.104,370$5.04M1.9%-22,54013F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …103,400$5M<0.01%-3,60013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.103,255$4.99M0.01%-4,08013F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp103,204$4.99M0.28%-166,10213F-HRTimelineGroup
AE Wealth Management LLC100,676$4.86M0.03%+4,97013F-HRTimeline