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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,277 managers (1,294 13F filers) reported a position in SPYM shares at 2025-03-31, 622,764,721 shares in all. 117 filers opened a position and 70 filers sold out during the quarter.

Managers
1,277
13F filers
1,294
New
117
Added
598
Reduced
427
Sold out
70
Shares held by filers
622,764,721

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
NOTTINGHAM ADVISORS, INC.368,773$24.3M3.71%-51,28713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC365,254$24M0.05%+26,10413F-HRTimelineGroup
Petix & Botte Co362,514$23.8M6.28%+103,64413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…356,623$23.5M0.01%+3,35213F-HRTimelineGroup
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC353,686$23.3M5.97%-3,17213F-HR/ATimeline
Crown Wealth Group, LLC348,323$22.9M11.88%-44,17013F-HRTimeline
Lloyd Advisory Services, LLC.346,048$22.8M11.43%-53,08413F-HRTimeline
Walkner Condon Financial Advisors LLC344,866$22.7M4.59%-64,43413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…343,515$22.6M0.93%+8,15313F-HRTimelineGroup
Mayflower Financial Advisors, LLC340,497$22.4M3.41%+13,49913F-HRTimeline
WELCH CAPITAL PARTNERS LLC/NY338,397$22.3M5.3%+216,04413F-HRTimeline
Forthright Family Wealth Advisory LLC336,947$22.2M14.64%+6,51613F-HRTimeline
Focus Financial Network, Inc.336,929$22.2M0.91%-10,77913F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC335,000$22M0.01%+14,70013F-HRTimelineGroup
Wealth Advisors of Iowa, LLC329,486$21.7M9.31%-7,81313F-HRTimeline
Vigilare Wealth Management328,140$21.6M8.62%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC324,769$21.4M0.64%-198,27013F-HRTimelineGroup
IFG Advisory, LLC318,420$20.9M1.16%-1,24913F-HRTimeline
Steele Capital Management, Inc.318,175$20.9M1.09%-2,00513F-HRTimeline
Kelman-Lazarov, Inc.317,912$20.9M3.79%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC317,524$20.9M0.72%+34,99613F-HRTimeline
McMill Wealth Management316,463$20.8M7.5%+16,62913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP313,359$20.6M0.02%-3,21013F-HRTimelineGroup
HUB Investment Partners, LLC309,563$20.4M0.82%+21,61113F-HRTimeline
WCG Wealth Advisors LLC309,524$20.4M1.55%-58,95713F-HR/ATimeline
Keel Point, LLC308,283$20.3M1.58%+65013F-HRTimeline
MIdWestOne Financial Group, Inc.308,182$20.3M2.88%+2,96313F-HRTimeline
West Wealth Group, LLC304,159$20.1M5.93%-90,03513F-HRTimeline
Cypress Wealth Services, LLC303,756$20M4.05%+1,56313F-HRTimeline
Wealth Advisory Solutions, LLC301,821$19.8M5.25%+12,94313F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …301,695$19.8M4.06%+1,27713F-HRTimeline
Ausdal Financial Partners, Inc.298,499$19.6M1.48%-6,90713F-HRTimeline
SPC Financial, Inc.298,025$19.6M1.72%+5,21013F-HRTimeline
Carnegie Investment Counsel327,939$19.6M0.46%+32,22413F-HRTimeline
Strategic Blueprint, LLC294,801$19.4M1.06%+20,60413F-HRTimeline
NorthCoast Asset Management LLC294,413$19.4M0.1%-91,48313F-HR/ATimeline
Tidemark, LLC293,088$19.3M7.07%+60,09213F-HRTimeline
Hobbs Wealth Management, LLC291,657$19.2M21.28%+9,11713F-HR/ATimeline
MONECO ADVISORS, LLC286,569$18.8M1.95%+78,20213F-HR/ATimeline
Clarus Group, Inc.286,185$18.8M7.31%-3,97213F-HRTimeline
Bricktown Capital, LLC285,750$18.8M3.52%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC282,554$18.6M12.55%+3,29913F-HRTimeline
B.O.S.S. Retirement Advisors, LLC276,995$18.2M5.28%-3,33913F-HRTimeline
Core Wealth Advisors, Inc.274,156$18M5.74%-6,19113F-HRTimeline
Orion Porfolio Solutions, LLC273,770$18M0.18%+28913F-HRTimeline
Orion Portfolio Solutions, LLC273,770$18M0.18%+28913F-HR/ATimeline
ARRIEN INVESTMENTS, INC.273,147$18M12.88%+1,84913F-HRTimeline
Rehmann Capital Advisory Group271,044$17.8M1.12%+46,15813F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP263,565$17.3M2.79%+10,59313F-HRTimeline
Jackson Wealth Management, LLC262,249$17.2M2.09%+3,79113F-HRTimeline
Astor Investment Management LLC261,787$17.2M9.16%-6,65613F-HRTimeline
Kagan Cocozza Asset Management260,480$17.1M14%+1,74013F-HRTimeline
Gen-Wealth Partners Inc259,937$17.1M7.14%+9,20813F-HRTimeline
Windsor Capital Management, LLC259,460$17.1M5.24%-15,09813F-HRTimeline
M1 Capital Management LLC256,214$16.8M10.54%-25,97013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp255,410$16.8M<0.01%+166,81613F-HRTimelineGroup
Legacy Advisory Services, LLC253,044$16.6M14.05%-50,43413F-HRTimeline
Accelerate Investment Advisors LLC246,773$16.2M13.59%+1,03113F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC245,618$16.2M7.09%new13F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC244,930$16.1M1.01%-1,78513F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC243,925$16M9.21%+43,48813F-HRTimeline
RATIONAL ADVISORS, INC.242,664$16M1.61%-19,03613F-HRTimeline
Apeiron RIA LLC236,604$15.6M4.7%-13013F-HRTimeline
FLOW TRADERS U.S. LLC235,660$15.5M0.65%+227,55813F-HRTimeline
Mutual Advisors, LLC238,765$15.5M0.44%+32,66513F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…235,310$15.4M6.93%+24,23813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP232,460$15.3M0.02%+71,29713F-HRTimelineGroup
WealthTrak Capital Management LLC228,456$15M12.95%+17,69413F-HRTimeline
Kohmann Bosshard Financial Services, LLC228,289$15M1.77%-4,39913F-HRTimeline
CoreCap Advisors, LLC226,475$14.9M0.66%+14,18013F-HRTimeline
Advisory Alpha, LLC225,570$14.8M0.5%+7,72213F-HR/ATimeline
POM Investment Strategies, LLC224,586$14.8M17.26%new13F-HRTimeline
S. R. Schill & Associates223,866$14.7M11.74%+2,96113F-HRTimeline
Atria Investments, Inc220,636$14.5M0.19%+11,80713F-HRTimeline
Spectrum Planning & Advisory Services I…220,538$14.5M12.07%-51,64913F-HRTimeline
Ridgeline Wealth, LLC218,867$14.4M12.24%-1,22513F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA217,390$14.3M0.03%+54,36013F-HR/ATimelineGroup
LEGACY SOLUTIONS, LLC216,005$14.2M15.65%+3,68913F-HRTimeline
Investors Research Corp215,002$14.1M3.06%+14,86413F-HRTimeline
RBF Capital, LLC214,574$14.1M0.89%013F-HRTimeline
ABOUND FINANCIAL, LLC207,094$13.6M6.89%-5,84213F-HRTimeline
Tradition Wealth Management, LLC204,649$13.5M1.18%-21,22113F-HRTimeline
Archer Investment Corp202,524$13.3M3.45%+18,33813F-HRTimeline
United Asset Strategies, Inc.201,438$13.2M1.23%-18513F-HRTimeline
PFG Advisors200,805$13.2M0.74%+57,18113F-HRTimeline
SkyOak Wealth, LLC199,044$13.1M2.87%-1,57213F-HRTimeline
Bay Capital Advisors, LLC199,021$13.1M10.9%+8,29113F-HRTimeline
Elevated Capital Advisors, LLC197,581$13M3.64%+2,16913F-HRTimeline
Brown Financial Advisors196,428$12.9M5.33%-97,34013F-HRTimeline
NBZ Investment Advisors LLC195,111$12.8M7.42%-200,49113F-HRTimeline
Archford Capital Strategies, LLC188,556$12.4M1.82%+176,54413F-HRTimeline
Capital Advantage, Inc.179,617$12.4M2.26%013F-HRTimeline
Municipal Employees' Retirement System …188,205$12.4M0.16%013F-HRTimeline
Sowell Financial Services LLC186,654$12.3M0.56%+111,61413F-HRTimeline
Gateway Wealth Partners, LLC183,736$12.1M2.71%+18,40113F-HRTimeline
NovaPoint Capital, LLC182,073$12M3.69%+7,98913F-HRTimeline
Advisory Services Network, LLC178,009$11.7M0.22%+61,52513F-HRTimeline
Quadrant Private Wealth Management, LLC177,314$11.7M2.9%+9,29613F-HRTimeline
Advisor Resource Council187,557$11.6M0.94%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP176,289$11.6M0.02%-11,60013F-HRTimelineGroup
OMNI 360 Wealth, Inc.176,066$11.6M7.76%+6,80613F-HR/ATimeline
Prairie Sky Financial Group LLC175,268$11.5M6.85%+5,66713F-HRTimeline
Towercrest Capital Management172,294$11.3M2.15%-3,09813F-HRTimeline
Marathon Mission, Inc.169,901$11.2M7.82%-4,40013F-HRTimeline
Keystone Financial Services, LLC169,472$11.1M9.44%+6,55113F-HRTimeline
GenWealth Group, Inc.168,578$11.1M2.44%+3,32513F-HRTimeline
FFG RETIREMENT ADVISORS LLC168,542$11.1M7.55%-30,77313F-HRTimeline
Waterloo Capital, L.P.166,408$10.9M1.02%-8,93313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC165,412$10.9M0.15%new13F-HRTimelineGroup
Forefront Wealth Partners, LLC165,060$10.9M7.39%+26,79713F-HRTimeline
Adams Wealth Management163,674$10.8M2.11%-4313F-HRTimeline
CacheTech Inc.163,674$10.8M2.1%-4313F-HRTimeline
Valmark Advisers, Inc.163,553$10.8M0.16%+7,29313F-HRTimeline
Merkkuri Wealth Advisors LLC162,913$10.7M9.17%+25,88913F-HRTimeline
Convergence Financial, LLC162,738$10.7M2.1%+69,30413F-HRTimeline
Fragasso Financial Advisors Inc162,039$10.7M0.79%+7,90113F-HRTimeline
Cannon Wealth Management Services, LLC161,028$10.6M9.49%+9,78113F-HRTimeline
Valtinson Bruner Financial Planning LLC160,897$10.6M3.58%-48,49613F-HRTimeline
WIN ADVISORS, INC159,544$10.5M5.39%new13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding157,736$10.4M-10,200Timeline
Hills Bank & Trust Coin group Hills Bank & Trust Co156,714$10.3M0.73%+71,09713F-HRTimelineGroup
Chicago Partners Investment Group LLC155,368$10.3M0.34%+27,54013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT155,849$10.2M0.45%+1,44413F-HRTimeline
McNamara Financial Services, Inc.155,814$10.2M2.2%-2,92313F-HRTimeline
PCG Wealth Advisors, LLC155,312$10.2M3.56%+26,43513F-HRTimeline
Janney Montgomery Scott LLC155,085$10.2M0.03%-15,65913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.153,492$10.1M0.06%+14,58213F-HRTimeline
CALTON & ASSOCIATES, INC.153,182$10.1M2.3%+119,66013F-HR/ATimeline
TOWNSQUARE CAPITAL LLC152,076$10M0.11%+7,61813F-HRTimeline
Marathon Strategic Advisors, LLC151,764$9.98M10.73%-1,68113F-HRTimeline
AdvisorNet Financial, Inc151,429$9.96M0.74%+26,04713F-HRTimeline
Financial Futures Ltd Liability Co.151,242$9.95M5.64%-12,67513F-HRTimeline
Park Place Capital Corp148,755$9.78M2.65%+106,22513F-HRTimeline
Jacobi Capital Management LLC148,683$9.78M0.72%+2,32813F-HRTimeline
Venture Visionary Partners LLC148,404$9.76M0.41%+85,58513F-HRTimeline
RAINIER FAMILY WEALTH INC146,646$9.64M11.36%+14,61113F-HRTimeline
Total Clarity Wealth Management, Inc.139,822$9.64M3.15%-1,13013F-HRTimeline
Alliance Wealth Management Group146,371$9.63M2.59%-2,59613F-HRTimeline
Legacy Wealth Management, LLC / MS144,816$9.52M3.11%+16,60913F-HRTimeline
FMR LLCin group FMR LLC144,305$9.49M<0.01%+16,92713F-HRTimelineGroup
Independent Wealth Network Inc.143,876$9.46M3.77%+2,06013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS142,796$9.39M0.02%+28,97013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.142,377$9.36M1.41%+23713F-HRTimeline
Arvest Bank Trust Division141,133$9.28M0.59%-4,15313F-HRTimeline
Coppell Advisory Solutions LLC142,034$9.26M1.3%+46,27413F-HRTimeline
Arete Wealth Advisors, LLC140,296$9.23M0.7%+59,13213F-HRTimeline
Simplicity Wealth,LLC139,428$9.17M0.71%+27,09513F-HRTimeline
OARSMAN CAPITAL, INC.139,398$9.17M1.65%+6,42213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC138,827$9.13M1.04%-3,61513F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.138,548$9.11M3.55%-6,84013F-HRTimeline
Baltimore-Washington Financial Advisors…138,510$9.11M0.48%-1,88313F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC138,425$9.1M9.62%+3,68313F-HRTimeline
HOWARD BAILEY SECURITIES, LLC138,045$9.08M3.02%+5,11713F-HR/ATimeline
Patriot Financial Group Insurance Agenc…136,690$8.99M1.21%-1,92413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC136,448$8.97M0.04%-8,89313F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC135,245$8.89M1.17%+16,61713F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC134,990$8.88M4.24%-6,92913F-HRTimeline
Beta Wealth Group, Inc.134,156$8.82M3.17%-26,64313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC134,000$8.81M0.3%+95,00013F-HRTimeline
Columbia River Financial Group, LLC133,669$8.79M5.87%-55,71613F-HRTimeline
Westwind Capital133,421$8.77M2.18%+17,04713F-HRTimeline
Turning Point Benefit Group, Inc.147,468$8.75M8.18%-20,68613F-HRTimeline
Stonebrook Private Inc.132,940$8.74M2.27%+9,20213F-HRTimeline
Delta Wealth Advisors LLC130,846$8.6M7.81%+4,82313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT130,728$8.6M1.07%+67913F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC129,884$8.54M5.04%+105,22913F-HRTimeline
Elm Partners Management LLC128,766$8.47M0.44%new13F-HR/ATimeline
Bull Oak Capital, LLC128,692$8.46M4.61%-8,44213F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding128,632$8.46M-20,199Timeline
SUTTON PLACE INVESTORS LLC128,307$8.44M5.67%-7,45013F-HRTimeline
Continuum Advisory, LLC127,852$8.41M1.08%+40713F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC126,468$8.32M3.82%+5713F-HRTimeline
Clearview Wealth Advisors LLC124,953$8.22M6.14%-8,34613F-HRTimeline
Arcadia Wealth Management, LLC124,677$8.2M4.05%-2,54013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding124,455$8.18M-222,890Timeline
Mattson Financial Services, LLC124,093$8.16M2.45%+3,17713F-HRTimeline
Ashton Thomas Private Wealth, LLC123,934$8.15M0.31%+33,60613F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …123,634$8.13M1.06%+63,97613F-HRTimelineGroup
MGO ONE SEVEN LLC123,125$8.1M0.31%+76813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…122,652$8.07M0.82%+62113F-HRTimelineGroup
Perennial Investment Advisors, LLC122,294$8.04M0.91%+29,83513F-HRTimeline
Guardian Asset Advisors, LLC121,567$7.99M5.21%+9,00013F-HRTimeline
ARQ WEALTH ADVISORS, LLC121,311$7.98M2.96%+5,72313F-HRTimeline
Steward Partners Investment Advisory, L…120,476$7.92M0.07%+22,71713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…120,313$7.91M0.02%+7,29113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV119,905$7.88M0.02%-79713F-HRTimeline
Belpointe Asset Management LLC119,648$7.87M0.41%-163,13013F-HRTimeline
Independent Advisor Alliance119,368$7.85M0.26%-2,947,57813F-HRTimeline
Kensington Asset Management, LLC118,903$7.82M0.82%+14,83113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED118,891$7.77M0.73%+12,05613F-HR/ATimeline
BUSH INVESTMENT GROUP, LLC117,564$7.73M5.82%-5,07613F-HRTimeline
Strategic Advisors LLC117,270$7.71M1.49%+10,71413F-HRTimeline
THEORY FINANCIAL LLC116,786$7.68M3.24%-10,78513F-HRTimeline
Atlas Private Wealth Advisors116,215$7.64M1.07%+71,35713F-HRTimeline
One Degree Advisors Inc114,970$7.56M3.11%+1,02513F-HRTimeline
Morling Financial Advisors, LLC114,367$7.52M2.59%-97213F-HRTimeline
StoneCrest Wealth Management, Inc.113,865$7.49M4.76%+1,64013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC113,520$7.47M0.01%+16,22213F-HRTimelineGroup
Clarus Wealth Advisors116,426$7.44M3.98%+15,39713F-HRTimeline
Golden State Wealth Management, LLC110,116$7.24M1.08%+3,10613F-HR/ATimeline