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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,238 managers (1,255 13F filers) reported a position in SPYM shares at 2024-12-31, 536,995,009 shares in all. 110 filers opened a position and 51 filers sold out during the quarter.

Managers
1,238
13F filers
1,255
New
110
Added
552
Reduced
373
Sold out
51
Shares held by filers
536,995,009

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Forthright Family Wealth Advisory LLC330,431$22.8M14.81%-31,83413F-HRTimeline
WBH ADVISORY INC327,381$22.6M2.09%+6,44813F-HRTimeline
Mayflower Financial Advisors, LLC326,998$22.5M3.37%+43,17913F-HRTimeline
Rockbridge Investment Management, LCC324,524$22.4M2.87%+88,59613F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC320,300$22.1M0.01%+19,20013F-HRTimelineGroup
Steele Capital Management, Inc.320,180$22.1M1.15%-1,70813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP316,569$21.8M0.02%+46,78413F-HRTimelineGroup
Leo Wealth, LLC313,799$21.6M1.94%+27,98913F-HRTimeline
IFG Advisory, LLC319,669$21.4M1.21%+10,17913F-HRTimeline
Vestmark Advisory Solutions, Inc.309,057$21.3M0.73%-459,92513F-HRTimeline
Keel Point, LLC307,633$21.2M1.7%-157,83413F-HRTimeline
Ausdal Financial Partners, Inc.305,406$21.1M1.82%-3,20913F-HRTimeline
MIdWestOne Financial Group, Inc.305,219$21M2.96%-8,13013F-HRTimeline
Legacy Advisory Services, LLC303,478$20.9M17.84%-28,72313F-HRTimeline
Cypress Wealth Services, LLC302,193$20.8M4.18%-6,02813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …300,418$20.7M4.48%+56013F-HRTimeline
McMill Wealth Management299,834$20.7M8.37%13F-HRTimeline
Geneos Wealth Management Inc.298,308$20.6M0.72%+18,32913F-HRTimeline
Centric Wealth Management298,280$20.6M5.56%+103,55113F-HRTimeline
Investment Planning Advisors, Inc.296,223$20.4M8.92%-73,71213F-HRTimeline
Carnegie Investment Counsel295,715$20.4M0.59%+26,26913F-HRTimeline
Brown Financial Advisors293,768$20.3M8.13%+81,58213F-HRTimeline
SPC Financial, Inc.292,815$20.2M1.76%-5,32613F-HRTimeline
Clarus Group, Inc.290,157$20M7.11%-94,80513F-HRTimeline
Wealth Advisory Solutions, LLC288,878$19.9M5.58%+21,71413F-HRTimeline
HUB Investment Partners, LLC287,952$19.9M0.84%+48,25313F-HRTimeline
Bricktown Capital, LLC285,750$19.7M4.11%+282,00013F-HRTimeline
Hobbs Wealth Management, LLC282,540$19.5M22.25%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC282,528$19.5M0.65%+28,60113F-HRTimeline
M1 Capital Management LLC282,184$19.5M10.51%13F-HRTimeline
Core Wealth Advisors, Inc.280,347$19.3M6.37%-77313F-HRTimeline
B.O.S.S. Retirement Advisors, LLC280,334$19.3M5.4%+239,45013F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC280,258$19.3M10.42%-20,39713F-HRTimeline
ARRIEN INVESTMENTS, INC.271,298$19.3M13.76%-3,90613F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC279,255$19.3M12.54%+25,66013F-HRTimeline
Windsor Capital Management, LLC274,558$18.9M5.62%-8,47913F-HRTimeline
Strategic Blueprint, LLC274,197$18.9M1.13%-4,87213F-HRTimeline
Orion Porfolio Solutions, LLC273,481$18.9M0.19%+53,67413F-HRTimeline
Orion Portfolio Solutions, LLC273,481$18.9M0.19%+53,67413F-HRTimeline
Spectrum Planning & Advisory Services I…272,187$18.8M16.28%-3,05713F-HRTimeline
Belpointe Asset Management LLC282,778$18.7M1.13%+176,12413F-HRTimeline
Astor Investment Management LLC268,443$18.5M9.48%-43,20613F-HRTimeline
RATIONAL ADVISORS, INC.261,700$18M1.76%-26,90513F-HRTimeline
Petix & Botte Co258,870$17.8M4.69%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP252,972$17.8M2.74%-11,75413F-HRTimeline
Kagan Cocozza Asset Management258,740$17.8M14.81%13F-HRTimeline
Jackson Wealth Management, LLC258,458$17.8M2.02%+14,19213F-HRTimeline
Gen-Wealth Partners Inc250,729$17.3M7.43%-5,59713F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC246,715$17M1.11%+3,35313F-HRTimelineGroup
World Investment Advisors246,427$17M0.47%+29,82013F-HRTimeline
Accelerate Investment Advisors LLC245,742$16.9M14.94%+6,19613F-HRTimeline
Apeiron RIA LLC236,734$16.3M4.57%+2,86013F-HRTimeline
Tidemark, LLC232,996$16.1M6.15%+8,16813F-HRTimeline
Kohmann Bosshard Financial Services, LLC232,688$16M1.93%+54813F-HRTimeline
Tradition Wealth Management, LLC225,870$15.6M1.37%-5,67713F-HRTimeline
Rehmann Capital Advisory Group224,886$15.5M0.98%+53,47213F-HRTimeline
S. R. Schill & Associates220,905$15.2M12.74%-6,96213F-HRTimeline
Ridgeline Wealth, LLC220,092$15.2M12.37%13F-HRTimeline
Advisory Alpha, LLC217,848$15M0.53%+15,06513F-HRTimeline
Fortitude Financial, LLC216,696$14.9M8.35%13F-HRTimeline
NSI Retail Advisors, LLC215,800$14.9M2.37%-17,00013F-HRTimeline
RBF Capital, LLC214,574$14.8M0.77%013F-HRTimeline
ABOUND FINANCIAL, LLC212,936$14.7M7.44%13F-HRTimeline
LEGACY SOLUTIONS, LLC212,316$14.6M15.95%13F-HRTimeline
CoreCap Advisors, LLC212,295$14.6M0.67%-25,06613F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…211,072$14.6M6.82%+36,58513F-HRTimeline
WealthTrak Capital Management LLC210,762$14.5M12.29%13F-HRTimeline
Valtinson Bruner Financial Planning LLC209,393$14.4M5.04%+2,79613F-HRTimeline
Atria Investments, Inc208,829$14.4M0.18%-76,55313F-HRTimeline
Endurance Services Ltd208,700$14.4M2.41%013F-HRTimeline
MONECO ADVISORS, LLC208,367$14.4M1.52%+55,54613F-HR/ATimeline
Mutual Advisors, LLC206,100$14.3M0.42%-14,04313F-HRTimeline
United Asset Strategies, Inc.201,623$13.9M1.28%-3,29513F-HRTimeline
SkyOak Wealth, LLC200,616$13.8M2.96%+59613F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC200,437$13.8M8.19%+50,48613F-HRTimeline
Investors Research Corp200,138$13.8M3.03%+9,35813F-HRTimeline
FFG RETIREMENT ADVISORS LLC199,315$13.7M8.98%-2,25013F-HRTimeline
Elevated Capital Advisors, LLC195,412$13.5M3.67%+46,45113F-HRTimeline
Tull Financial Group, Inc.191,809$13.2M7.98%+25,41113F-HRTimeline
Bay Capital Advisors, LLC190,730$13.1M10.58%13F-HRTimeline
Columbia River Financial Group, LLC189,385$13.1M8.97%13F-HRTimeline
Municipal Employees' Retirement System …188,205$13M0.18%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP187,889$13M0.02%-40,05413F-HRTimelineGroup
Archer Investment Corp184,186$12.7M3.39%+18,21713F-HRTimeline
Capital Advantage, Inc.179,617$12.4M2.26%+29,90713F-HRTimeline
Towercrest Capital Management175,392$12.1M1.95%-4,39713F-HRTimeline
Waterloo Capital, L.P.175,341$12.1M1.27%+14,72813F-HRTimeline
Marathon Mission, Inc.174,301$12M8.18%-2,73713F-HRTimeline
NovaPoint Capital, LLC174,084$12M3.66%+1,58213F-HRTimeline
Janney Montgomery Scott LLC170,744$11.8M0.03%-80,75713F-HRTimeline
Copperwynd Financial, LLC169,751$11.7M3.23%-146,78213F-HRTimeline
Prairie Sky Financial Group LLC169,601$11.7M7.17%-52,56113F-HRTimeline
OMNI 360 Wealth, Inc.169,260$11.7M7.76%-1,45913F-HR/ATimeline
Turning Point Benefit Group, Inc.168,154$11.6M11.02%13F-HRTimeline
Quadrant Private Wealth Management, LLC168,018$11.6M2.85%+12,35413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding167,936$11.6M-2,370Timeline
NWAM LLC167,653$11.6M0.71%+63,05513F-HRTimeline
Gateway Wealth Partners, LLC165,335$11.4M2.95%+128,59213F-HRTimeline
GenWealth Group, Inc.165,253$11.4M2.59%-3,32913F-HRTimeline
Financial Futures Ltd Liability Co.163,917$11.3M6.42%-69,60213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP163,776$11.3M0.84%+32,13513F-HRTimeline
Adams Wealth Management163,717$11.3M2.16%+1,79613F-HRTimeline
CacheTech Inc.163,717$11.3M2.12%+1,79613F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA163,030$11.3M0.02%new13F-HR/ATimelineGroup
Keystone Financial Services, LLC162,921$11.2M10.3%13F-HRTimeline
PEAK FINANCIAL ADVISORS LLC161,947$11.2M5.81%+152,07813F-HRTimeline
Luken Investment Analytics, LLC161,186$11.1M5.15%+1,22413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP161,163$11.1M0.02%+45513F-HRTimelineGroup
Beta Wealth Group, Inc.160,799$11.1M4.9%+1,20013F-HRTimeline
Financial Advocates Investment Manageme…159,770$11M0.63%+3,73013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…159,086$11M0.3%+37,96813F-HRTimelineGroup
McNamara Financial Services, Inc.158,737$10.9M2.57%-2,74613F-HRTimeline
Valmark Advisers, Inc.156,260$10.8M0.17%-3,33713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT154,405$10.6M0.43%-18213F-HRTimeline
Cannon Wealth Management Services, LLC151,247$10.6M9.17%-2,19413F-HRTimeline
Fragasso Financial Advisors Inc154,138$10.6M0.81%+10,51413F-HRTimeline
Fortis Group Advisors, LLC153,804$10.6M1.97%+4,28913F-HRTimeline
Marathon Strategic Advisors, LLC153,445$10.6M11.44%-5,43913F-HRTimeline
Robertson Stephens Wealth Management, L…149,323$10.3M0.37%+35,06013F-HRTimeline
Alliance Wealth Management Group148,967$10.3M2.75%-4,39613F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding148,831$10.3M+11,950Timeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP148,098$10.2M2.62%+18,11213F-HRTimeline
Jacobi Capital Management LLC146,355$10.1M0.75%+139,72413F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.145,388$10M4.02%-2,60913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC145,341$10M0.04%-14,04113F-HRTimelineGroup
Arvest Bank Trust Division145,286$10M0.6%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC144,458$9.96M0.11%-1,16713F-HRTimeline
Hobbs Group Advisors, LLC144,269$9.95M3.74%new13F-HRTimeline
PFG Advisors143,624$9.9M0.61%+11,60813F-HRTimeline
Collier Financial143,312$9.88M8.82%13F-HRTimeline
Bison Wealth, LLC142,938$9.85M2.17%+63013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC142,442$9.82M1.14%-128,77813F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.142,140$9.8M1.47%-2,87413F-HR/ATimeline
Paladin Wealth, LLC142,133$9.8M8.47%+38,46913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC141,919$9.78M4.86%-9,17313F-HRTimeline
Independent Wealth Network Inc.141,816$9.78M3.97%+23,00613F-HRTimeline
Total Clarity Wealth Management, Inc.140,952$9.72M3.16%+137,46713F-HRTimeline
Baltimore-Washington Financial Advisors…140,393$9.68M0.5%-2,50413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.138,910$9.58M0.06%+15,20213F-HRTimeline
Patriot Financial Group Insurance Agenc…138,614$9.56M1.28%+65913F-HRTimeline
Forefront Wealth Partners, LLC138,263$9.53M7.1%13F-HRTimeline
Bull Oak Capital, LLC137,134$9.45M5.26%-11,98813F-HRTimeline
Merkkuri Wealth Advisors LLC137,024$9.45M7.47%+42,10213F-HRTimeline
SUTTON PLACE INVESTORS LLC135,757$9.36M5.42%-1,52813F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC134,742$9.29M10.11%13F-HRTimeline
Clearview Wealth Advisors LLC133,299$9.19M6.99%-9,56713F-HRTimeline
OARSMAN CAPITAL, INC.132,976$9.17M1.6%+27,43813F-HRTimeline
HOWARD BAILEY SECURITIES, LLC132,928$9.16M3.4%-21,82113F-HRTimeline
RAINIER FAMILY WEALTH INC132,035$9.1M11.01%13F-HRTimeline
Csenge Advisory Group131,410$9.06M0.49%-7,61813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT130,049$8.97M1.09%-2,95713F-HRTimeline
PCG Wealth Advisors, LLC128,877$8.88M3.28%+48,69913F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…128,595$8.87M1.46%-12,83313F-HRTimeline
Chicago Partners Investment Group LLC127,828$8.86M0.29%+5,86713F-HRTimeline
Legacy Wealth Management, LLC / MS128,207$8.84M3.51%+3,62713F-HRTimeline
THEORY FINANCIAL LLC127,571$8.79M3.68%+5,00113F-HRTimeline
Continuum Advisory, LLC127,445$8.79M1.13%-2,14113F-HRTimeline
FMR LLCin group FMR LLC127,378$8.78M<0.01%+13,12713F-HRTimelineGroup
Arcadia Wealth Management, LLC127,217$8.77M4.44%+8,45413F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC126,411$8.71M4.05%+2,00313F-HRTimeline
Delta Wealth Advisors LLC126,023$8.69M8.19%new13F-HRTimeline
AdvisorNet Financial, Inc125,382$8.64M0.72%-862,88313F-HRTimeline
Stonebrook Private Inc.123,738$8.53M2.23%+4,16113F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC123,285$8.5M0.86%+27,06113F-HRTimeline
BUSH INVESTMENT GROUP, LLC122,640$8.45M6.6%-75813F-HRTimeline
MGO ONE SEVEN LLC122,357$8.44M0.32%-3,24713F-HRTimeline
WELCH CAPITAL PARTNERS LLC/NY122,353$8.44M1.82%-7,82113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…122,031$8.41M0.83%+5,33213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV120,702$8.32M0.02%+1,07213F-HRTimeline
Transce3nd, LLC120,073$8.31M2.81%13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC118,628$8.18M1.24%+19,30213F-HRTimeline
Mattson Financial Services, LLC120,916$8.16M2.59%-3,64913F-HRTimeline
One Degree Advisors Inc113,945$8.11M3.3%-7,67513F-HRTimeline
Advisory Services Network, LLC116,484$8.03M0.15%+68,46213F-HRTimeline
Westwind Capital116,374$8.02M1.75%+9,62513F-HRTimeline
ARQ WEALTH ADVISORS, LLC115,588$7.97M3.03%+68813F-HRTimeline
Morling Financial Advisors, LLC115,339$7.95M2.77%-2,16713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS113,826$7.85M0.02%+9,95813F-HRTimeline
Manhattan West Asset Management, LLC113,476$7.82M2.11%+27,63813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…113,022$7.79M0.02%+7,18413F-HRTimelineGroup
Guardian Asset Advisors, LLC112,567$7.76M4.98%+9,96513F-HRTimeline
My Legacy Advisors, LLC111,155$7.75M3.01%-1,16913F-HRTimeline
Simplicity Wealth,LLC112,333$7.74M1.61%-20,41413F-HRTimeline
StoneCrest Wealth Management, Inc.112,225$7.74M5.05%+4,07613F-HRTimeline
Kingsview Wealth Management, LLC111,809$7.71M0.15%-3,49313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC110,918$7.65M0.01%+74,18113F-HRTimelineGroup
Madison Asset Management, LLCgroup of 2 filers holding108,442$7.48M+64,615Timeline
SILVER OAK SECURITIES, INCORPORATED106,835$7.39M0.69%+10,72413F-HRTimeline
Golden State Wealth Management, LLC107,010$7.38M1.11%13F-HRTimeline
Strategic Advisors LLC106,556$7.35M1.33%+37,17213F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…105,330$7.26M0.71%+3,50013F-HR/ATimelineGroup
Pine Valley Investments Ltd Liability Co104,507$7.2M0.47%+5,30813F-HRTimeline
Liquid Strategies, LLC104,072$7.17M1.48%-31,81813F-HRTimeline
Kensington Asset Management, LLC104,072$7.17M0.42%-15,85213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Worth Asset Management, LLC104,047$7.17M3.83%+2,02713F-HRTimeline
Elios Financial Group Inc.103,162$7.11M3.36%-31013F-HRTimeline
COURIER CAPITAL LLC103,150$7.11M0.49%+17,07413F-HRTimeline
Aveo Capital Partners, LLC102,907$7.09M0.78%-11,92213F-HRTimeline
FSC Wealth Advisors, LLC102,034$7.03M4.53%+27,59113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.100,056$6.92M4.87%-1,23213F-HRTimeline