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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,708 managers (1,732 13F filers) reported a position in SPYM shares at 2026-06-30, 1,317,701,100 shares in all. 176 filers opened a position and 52 filers sold out during the quarter.

Managers
1,708
13F filers
1,732
New
176
Added
891
Reduced
462
Sold out
52
Shares held by filers
1,317,701,100

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Wealth Management Nebraskain group Wealth Management Nebraska542,815$47.7M4.26%-1,71613F-HRTimelineGroup
Financial Insights, Inc.542,614$47.7M12.55%+7,18313F-HRTimeline
Louisiana State Employees Retirement Sy…540,000$47.5M0.7%-132,50013F-HR/ATimeline
RETIREMITTEN FINANCIAL LLC538,570$47.3M19.96%-15,97113F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.550,574$47.3M0.06%+441,52813F-HRTimelineGroup
Strategic Financial Partners, Ltd.536,722$47.2M17.79%-54,60813F-HRTimeline
Cypress Wealth Services, LLC535,606$47.1M5.79%+177,87113F-HRTimeline
Highland Financial Advisors, LLC528,512$46.4M10.22%-19,89213F-HRTimeline
Clear Creek Financial Management, LLC527,660$46.4M2.98%+6,50213F-HRTimeline
SFG Wealth Management, LLC.526,644$46.3M16.64%+52,09013F-HRTimeline
Sequoia Financial Advisors, LLC526,150$46.2M0.23%+17,07613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…525,107$46.1M6.56%+8,38913F-HRTimeline
Scarborough Advisors, LLC520,803$45.3M5.21%+157,69813F-HRTimeline
Broadway Wealth Solutions, Inc.515,783$45.3M21.17%+21,04613F-HRTimeline
Waverly Advisors, LLC513,535$45.1M0.26%-73,68913F-HRTimeline
Crown Wealth Group, LLC494,535$43.5M11.06%+10,37513F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS486,464$42.7M4.34%+476,27813F-HRTimeline
Compass Financial Services Inc485,904$42.7M15.96%+11,81313F-HRTimeline
Wealthspire Retirement, LLC485,208$42.6M2.34%+31,36713F-HRTimeline
Verde Capital Management481,395$42.3M7.82%new13F-HRTimeline
Ridgeline Wealth Planning, LLC478,689$42.1M26.66%+30,14313F-HRTimeline
MGO ONE SEVEN LLC476,898$41.9M0.69%+84,66713F-HRTimeline
Mayflower Financial Advisors, LLC476,835$41.9M3.62%+101,40813F-HRTimeline
Fiduciary Alliance LLC464,592$40.8M2.76%+29,90613F-HRTimeline
PFG Advisors464,460$40.8M2.06%+27,98913F-HRTimeline
Simplicity Wealth,LLC461,034$40.5M1.37%+46,39313F-HRTimeline
IFG Advisory, LLC455,449$40M1.4%+455,27813F-HRTimeline
Montz Harcus Wealth Management LLC454,084$39.9M14.2%+4,19513F-HRTimeline
FLOW TRADERS U.S. LLC447,152$39.3M1.61%new13F-HRTimeline
Fragasso Financial Advisors Inc437,312$38.4M2.05%+12,21113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC433,296$38.1M2.06%+75,74713F-HRTimeline
Merit Financial Group, LLC432,820$38M0.24%-13913F-HR/ATimeline
Carnegie Investment Counsel430,630$37.8M0.76%+27,70813F-HRTimeline
Kelman-Lazarov, Inc.430,413$37.8M4.96%+9,17113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC427,208$37.5M0.7%-24,97313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding426,371$37.5M-85,006Timeline
Henderson Brothers Financial Partners, …425,852$37.4M17.72%-14,01813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC422,561$37.1M0.27%-8313F-HRTimeline
EP Wealth Advisors, LLC418,841$36.8M0.14%+299,66313F-HRTimeline
Perennial Investment Advisors, LLC416,925$36.6M2.45%+218,58913F-HRTimeline
Eldridge Investment Advisors, Inc.416,733$36.6M7.25%-31,44513F-HRTimeline
Gateway Wealth Partners, LLC415,184$36.5M2.19%-280,34913F-HRTimeline
Orion Porfolio Solutions, LLC413,622$36.3M0.28%+31,49013F-HRTimeline
Bauman Advisory Group, LLC413,608$36.3M19.24%-2,30413F-HRTimeline
Forefront Wealth Partners, LLC409,741$36M11.16%+40,59713F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC406,839$35.8M0.03%-10513F-HRTimelineGroup
Arvest Bank Trust Division400,899$35.2M1.72%-5,15213F-HRTimeline
Capital Investment Management, Inc.396,940$34.9M10.69%+1,66713F-HRTimeline
NBZ Investment Advisors LLC394,763$34.7M13.55%-4,30513F-HRTimeline
Beacon Capital Management, LLC394,381$34.7M5.08%+380,14613F-HRTimeline
Arete Wealth Advisors, LLC391,035$34.4M2.27%+39,64813F-HR/ATimeline
ADAMSBROWN WEALTH CONSULTANTS LLC390,890$34.4M6.48%new13F-HRTimeline
Northstar Advisory Group, LLC389,347$34.2M10.64%+84,84013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP384,568$33.8M0.04%+83,39513F-HRTimelineGroup
THRYVE WEALTH MANAGEMENT LLC379,473$33.3M18.64%+23,86613F-HRTimeline
LANARK FINANCIAL, INC.378,953$33.3M2.26%+12,99513F-HRTimeline
HUB Investment Partners, LLC374,977$33M0.61%-4,09313F-HRTimeline
TABLEAUX LLC374,730$32.9M13.86%+15,75913F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC372,677$32.8M4.3%+65513F-HR/ATimeline
Quadrant Private Wealth Management, LLC370,036$32.5M7.28%+126,85513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC367,274$32.3M3%-49,99213F-HRTimeline
Gen-Wealth Partners Inc359,939$31.6M8.79%+126,42213F-HRTimeline
Ashton Thomas Private Wealth, LLC358,629$31.5M0.66%-29,43713F-HRTimeline
Archford Capital Strategies, LLC358,112$31.5M3.19%+190,81913F-HRTimeline
Hobbs Wealth Management, LLC353,834$31.1M26.28%+153,36213F-HRTimeline
NOTTINGHAM ADVISORS, INC.293,740$31M3.71%-63,21613F-HRTimeline
VestGen Advisors, LLC351,060$30.9M0.91%+119,19013F-HRTimeline
Wealth Advisors of Iowa, LLC350,771$30.8M8.35%+30,26513F-HRTimeline
Spectrum Advisors, Inc.349,239$30.7M21.71%+1,81413F-HRTimeline
Global View Capital Management LLC346,778$30.5M6.29%-52,11113F-HRTimeline
ALLIANCEBERNSTEIN L.P.397,662$30.4M0.01%-37,38913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC345,568$30.4M1.22%-9,90813F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC344,100$30.2M0.01%+70,50013F-HRTimelineGroup
Ausdal Financial Partners, Inc.340,546$29.9M1.17%+23,81513F-HRTimeline
Independent Advisor Alliance339,955$29.9M0.7%-4,139,14313F-HRTimeline
Leslie Global Wealth, LLC336,229$29.5M11.51%-10,43113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC334,872$29.4M0.02%-19,81213F-HRTimelineGroup
Coppell Advisory Solutions LLC583,394$29.4M3.15%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC332,122$29.2M13.96%+3,35113F-HRTimeline
Janney Montgomery Scott LLC330,047$29M0.06%+79,87013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.328,764$28.9M0.04%+15,77113F-HRTimelineGroup
Wealth Advisory Solutions, LLC328,030$28.8M5.92%+5,58313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC327,357$28.8M2.96%+43,91113F-HRTimeline
M1 Capital Management LLC324,511$28.5M10.53%+169,16913F-HRTimeline
Arkadios Wealth Advisors323,804$28.5M0.44%+51,97513F-HRTimeline
NOVEM GROUP321,777$28.3M2.87%+6,73713F-HRTimeline
Segment Wealth Management, LLC321,618$28.3M1.47%+23,49013F-HRTimeline
CBM Financial, LLC321,768$28.1M16.75%+4,27613F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …319,169$28M3.67%-6,24913F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT317,819$27.9M0.4%+2,93313F-HRTimeline
Total Clarity Wealth Management, Inc.317,264$27.9M5.42%+76,62913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…315,576$27.7M0.02%+36,98813F-HRTimelineGroup
Maia Wealth LLC312,109$27.4M4.05%-14,02513F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.311,951$27.4M1.87%+201,21213F-HRTimeline
Steele Capital Management, Inc.311,237$27.4M1.01%-2,28413F-HRTimeline
Mueller Wealth, LLC309,978$27.2M18.54%+17,13013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…308,279$27.1M0.01%-16,84613F-HRTimelineGroup
Keel Point, LLC307,979$27.1M1.6%+7313F-HRTimeline
Cornerstone Wealth Group, LLC306,583$26.9M1.6%+59,38313F-HRTimeline
Vestmark Advisory Solutions, Inc.306,303$26.9M0.25%+50,92213F-HRTimeline
Legacy Wealth Management, LLC / MS302,964$26.6M6.83%+124,42713F-HRTimeline
Atlas Private Wealth Advisors300,403$26.4M5.78%+12,16113F-HRTimeline
AlphaCore Capital LLC300,169$26.4M0.48%-18,29813F-HRTimeline
Goodman Advisory Group, LLC299,157$26.3M6.04%-2,20613F-HRTimeline
DDD Partners, LLC297,704$26.2M1.64%+168,14413F-HRTimeline
RFG Advisory, LLC297,430$26.1M0.41%-90,55713F-HRTimeline
Rehmann Capital Advisory Group293,692$25.8M1.18%+22,87313F-HRTimeline
OARSMAN CAPITAL, INC.291,664$25.6M2.71%+117,13013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\290,908$25.6M0.03%+19,43013F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC290,177$25.5M9.11%+40,20713F-HRTimeline
Daviman Financial, LLC288,218$25.3M13.98%+94,37013F-HRTimeline
ARRIEN INVESTMENTS, INC.287,849$25.3M12.76%+1,35713F-HRTimeline
Clarity Asset Management, Inc.287,736$25.3M12.4%-2,08113F-HRTimeline
B.O.S.S. Retirement Advisors, LLC287,662$25.3M6.83%+126,15913F-HRTimeline
Kagan Cocozza Asset Management286,656$25.2M15.79%+16,14413F-HRTimeline
Core Wealth Advisors, Inc.285,284$25.1M5.04%+3,94813F-HRTimeline
Clarus Group, Inc.285,013$25M8.49%+63613F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…284,987$25M7.11%+13,84313F-HRTimeline
GTS FINANCIAL, LLC342,136$24.9M18.13%-1,26413F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC282,726$24.8M6.11%+7,42013F-HRTimeline
Focus Financial Network, Inc.278,605$24.5M0.76%+65,52113F-HRTimeline
Merkkuri Wealth Advisors LLC277,647$24.4M15.14%+55,93013F-HRTimeline
FMR LLCin group FMR LLC274,669$24.1M<0.01%+47,56313F-HRTimelineGroup
Belpointe Asset Management LLC273,983$24.1M0.79%+42,39113F-HRTimeline
Accelerate Investment Advisors LLC273,416$24M13.8%-8,32313F-HRTimeline
S. R. Schill & Associates272,899$24M14.48%+47,80113F-HRTimeline
Beacon Capital Management, Inc.271,334$23.8M1.44%-9,96313F-HRTimeline
JPL Wealth Management, LLC271,169$23.8M4.73%+89,86013F-HRTimeline
Strategic Blueprint, LLC269,316$23.7M1.18%+15,08613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC268,913$23.6M1.58%+31,56813F-HRTimelineGroup
CALTON & ASSOCIATES, INC.265,895$23.4M3.42%-4,35013F-HRTimeline
AdvisorNet Financial, Inc264,545$23.2M1.06%+16,08813F-HRTimeline
LINCOLN CAPITAL CORP263,570$23.2M7.53%+45,96913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding262,448$23.1M+3,990Timeline
Elm Partners Management LLC261,395$23M0.68%+50,08313F-HR/ATimeline
Buttonwood Financial Group, LLC261,338$23M13.13%+42,44913F-HRTimeline
Investors Research Corp260,841$22.9M4.1%+10,60313F-HRTimeline
Encompass More Asset Management258,674$22.7M3.34%-296,69113F-HRTimeline
Souders Financial Advisors258,192$22.7M2.28%+239,93313F-HRTimeline
National Wealth Management Group, LLC258,146$22.7M7.01%+136,92013F-HRTimeline
Morrissey Wealth Management, LLC250,339$22.7M14.27%13F-HRTimeline
Kingsview Wealth Management, LLC250,451$22M0.27%+46,36513F-HRTimeline
Selective Wealth Management, Inc.248,874$21.8M5.71%+47,66113F-HRTimeline
Capital Advantage, Inc.247,625$21.8M2.65%+7,01113F-HRTimeline
Lloyd Advisory Services, LLC.247,604$21.8M8.43%+231,71513F-HRTimeline
Westwind Capital247,379$21.7M5.15%+9,75213F-HRTimeline
Stillwater Private Wealth, LLC238,989$21.7M14.16%+174,55613F-HRTimeline
Richmond Investment Services, LLC246,875$21.7M6.86%-222,83713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC246,451$21.7M1.47%+93,77813F-HRTimeline
Bay Capital Advisors, LLC246,194$21.6M11.6%+11,46813F-HRTimeline
Blue Water Asset Management246,155$21.6M6.98%+4,25813F-HRTimeline
Beacon Pointe Advisors, LLC243,843$21.4M0.1%+112,12913F-HRTimeline
Archer Investment Corp243,694$21.4M4.1%+70713F-HR/ATimeline
Legacy Advisory Services, LLC242,446$21.3M15%+2,92013F-HRTimeline
Tailwinds Wealth, LLC242,040$21.3M12.57%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS241,389$21.2M0.03%+17,49313F-HRTimeline
Luken Investment Analytics, LLC240,226$21.1M7.38%-5,68713F-HRTimeline
Chicago Partners Investment Group LLC242,539$21.1M0.42%+32,48713F-HRTimeline
WealthTrak Capital Management LLC238,962$21M13.81%+71,17113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/237,926$20.9M0.02%+42,47913F-HRTimelineGroup
LEGACY SOLUTIONS, LLC231,860$20.4M16.49%+7,02113F-HRTimeline
Ferguson Shapiro LLC231,595$20.4M6.02%-24,26613F-HRTimeline
Valtinson Bruner Financial Planning LLC231,448$20.3M5.1%+12,58913F-HRTimeline
Atria Investments, Inc226,533$19.9M0.2%+12,27713F-HRTimeline
CoreCap Advisors, LLC226,195$19.9M0.59%-42,15313F-HRTimeline
Windsor Capital Management, LLC222,838$19.6M5.09%-8,40113F-HRTimeline
MKT Advisors LLC222,277$19.6M6.08%+32,71513F-HRTimeline
Advisory Alpha, LLC221,997$19.5M0.48%+1,21213F-HRTimeline
Tradition Wealth Management, LLC221,608$19.5M1.19%+77,65913F-HRTimeline
CVFG LLC219,477$19.3M2.03%+16,86113F-HRTimeline
Sound Capital Solutions LLC218,694$19.2M4.5%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC218,268$19.2M0.18%+5,44313F-HRTimelineGroup
Arcadia Wealth Management, LLC218,104$19.2M6.02%+67,03313F-HRTimeline
PRAIRIE ADVISORY, LLC217,954$19.2M4.6%13F-HRTimeline
Sowell Financial Services LLC216,943$19.1M0.62%+8,08213F-HRTimeline
RBF Capital, LLC214,574$18.9M0.79%013F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV213,589$18.8M9.82%-8,93113F-HRTimeline
Park Place Capital Corp211,738$18.6M2.96%+12,28013F-HRTimeline
Brown Financial Advisors210,791$18.5M6.47%+2,53413F-HRTimeline
Forthright Family Wealth Advisory LLC210,002$18.5M10.44%-498,56613F-HRTimeline
Lord & Richards Wealth Management, LLC209,830$18.4M14.43%+8,22213F-HRTimeline
TOP Private Wealth LLC.209,007$18.4M17.62%13F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC207,915$18.3M12.03%+116,44913F-HRTimeline
Mutual Advisors, LLC205,218$18M0.34%+24,49313F-HRTimeline
NovaPoint Capital, LLC204,030$17.9M3.73%+4,26113F-HRTimeline
Curtis Advisory Group, LLC203,168$17.9M3.47%-26,17013F-HRTimeline
Convergence Financial, LLC201,965$17.7M1.41%+49,46713F-HRTimeline
Hopwood Nicholas Hunter199,881$17.6M4.82%+92,99713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…198,111$17.4M0.21%+19,96813F-HRTimelineGroup
OMNI 360 Wealth, Inc.198,077$17.4M8.04%+21,54913F-HRTimeline
Mattson Financial Services, LLC196,513$17.4M3.63%+12,78813F-HRTimeline
Tidemark, LLC196,696$17.3M3.89%+20,96613F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS196,397$17.3M8.11%new13F-HRTimeline
Independent Wealth Network Inc.196,308$17.3M4.39%-3,04413F-HRTimeline
&PARTNERS196,615$17.2M0.07%+18,20113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…194,935$17.1M0.03%+18,34213F-HRTimelineGroup
SK Wealth Management, LLC186,676$17M3.83%+89,71713F-HRTimeline
Tortoise Investment Management, LLC190,204$16.7M1.25%-5,22013F-HRTimeline
SkyOak Wealth, LLC189,822$16.7M2.73%-1,59013F-HRTimeline
BLAIR WILLIAM & CO/IL188,833$16.6M0.04%+6,59113F-HRTimeline