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Disclosery

SPSM SPDR SERIES TRUST

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SHS (fund)

Filings received so far for Q3 2026: 54 13F filers report a position in SPSM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Peterson Wealth Advisors, LLC688,151$36.4M4.22%+20,31213F-HRTimeline
Boston Standard Wealth Management, LLC376,161$19.9M2.86%-67113F-HRTimeline
Taylor & Morgan Wealth Management, LLC314,362$16.6M7.99%+12,52613F-HRTimeline
Montz Harcus Wealth Management LLC304,807$16.1M5.65%+28,85813F-HRTimeline
Valeo Financial Advisors, LLC240,369$12.7M0.27%-37913F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC201,879$10.7M2.17%-8,48813F-HRTimeline
RVW Wealth, LLC174,333$9.22M0.59%-62713F-HRTimeline
Buska Wealth Management, LLC120,913$6.39M2.2%+116,68713F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC108,955$5.76M1.35%+5,93613F-HRTimeline
Roan Capital Partners94,124$4.98M3.64%+5,08413F-HRTimeline
Farther Finance Advisors, LLC78,152$4.13M0.03%-6,90913F-HRTimeline
LEGACY SOLUTIONS, LLC76,690$4.05M3.1%+1,95513F-HRTimeline
Breakwater Capital Group66,117$3.49M0.41%+35513F-HRTimeline
Bill Few Associates, Inc.63,474$3.36M0.7%+3,01213F-HRTimeline
Balefire, LLC43,611$2.31M0.36%+7,36913F-HRTimeline
CoreCap Advisors, LLC36,199$1.91M0.06%-42513F-HRTimeline
Legacy Private Trust Co.31,012$1.64M0.09%-99613F-HRTimeline
Lee, Kelleher & Klein Wealth Management23,768$1.26M0.65%-48013F-HRTimeline
Go Invest LLC20,603$1.09M0.23%+33013F-HRTimeline
Planning Strategies Inc.20,563$1.09M0.65%-3,00413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC20,047$1.06M0.07%+1,15813F-HRTimeline
Delta Wealth Advisors LLC18,983$1M0.69%-68813F-HRTimeline
CX Institutional14,615$773K0.02%-33913F-HRTimeline
Sunburst Financial Group, LLC14,045$742K0.12%+1013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC12,197$657K0.09%-15413F-HRTimeline
Apella Capital, LLC11,612$619K0.01%-29813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC9,914$524K0.35%-81013F-HRTimeline
Grove Bank & Trust9,192$486K0.05%013F-HRTimeline
Apeiron RIA LLC8,028$427K0.1%+61113F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC7,864$416K0.08%+69013F-HRTimeline
First Heartland Consultants, Inc.7,756$410K0.03%-14613F-HRTimeline
Avidian Wealth Enterprises, LLC7,374$390K0.01%-183,69313F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.7,222$382K0.18%+22113F-HR/ATimeline
YHB Investment Advisors, Inc.6,975$369K0.02%-13613F-HRTimeline
Acropolis Investment Management, LLC6,404$339K0.01%+66213F-HRTimeline
SAPIENT CAPITAL LLC5,828$308K<0.01%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV5,719$302K0.03%-24413F-HRTimeline
Councilor Wealth, LLC5,138$272K0.11%+213F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC4,909$259K0.07%+4813F-HRTimeline
Plan A Wealth LLC4,901$259K0.09%-78713F-HRTimeline
Factor Wealth Management LTD4,670$247K0.04%-413F-HRTimeline
MJT & Associates Financial Advisory Gro…2,938$155K0.1%013F-HRTimeline
GAMMA Investing LLC2,655$140K<0.01%-17613F-HRTimeline
Polaris Financial Partners1,716$91K0.04%13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,334$70.5K0.01%-613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,073$56.7K<0.01%-3613F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC670$35.4K0.01%013F-HRTimeline
ATWOOD & PALMER INC607$32.1K<0.01%013F-HRTimeline
Hickory Point Bank & Trust320$16.9K0.01%013F-HRTimeline
Horizons Wealth Management164$8.67K0.01%13F-HRTimeline
FIRST COMMUNITY TRUST NA151$7.98K<0.01%013F-HRTimeline
Bullock Wealth Management Group128$6.82K<0.01%013F-HRTimeline
GK Wealth Management LLC78$4.16K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division28$1.48K<0.01%013F-HRTimeline