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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,358 managers (1,374 13F filers) reported a position in SPYM shares at 2025-06-30, 705,776,527 shares in all. 123 filers opened a position and 53 filers sold out during the quarter.

Managers
1,358
13F filers
1,374
New
123
Added
622
Reduced
451
Sold out
53
Shares held by filers
705,776,527

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LIBERTY SQUARE WEALTH PARTNERS LLC368,592$26.8M9.26%-56413F-HRTimeline
Farther Finance Advisors, LLC367,976$26.7M0.54%+298,69213F-HRTimeline
Modern Wealth Management, LLC366,892$26.7M0.66%+332,69813F-HR/ATimeline
Leo Wealth, LLC366,552$26.6M2.07%new13F-HRTimeline
Talon Private Wealth, LLC361,186$26.3M3.62%-21,36913F-HRTimeline
NOTTINGHAM ADVISORS, INC.354,850$25.8M3.83%-13,92313F-HRTimeline
Orion Porfolio Solutions, LLC349,460$25.4M0.22%+75,69013F-HR/ATimeline
WCG Wealth Advisors LLC349,028$25.4M1.64%+39,50413F-HRTimeline
Scarborough Advisors, LLC345,895$25.1M4.99%-56,33613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…343,984$25M0.92%+46913F-HRTimelineGroup
Buttonwood Financial Group, LLC341,859$25M12.67%-142,50713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC340,286$24.7M0.04%-24,96813F-HRTimelineGroup
West Wealth Group, LLC330,847$24.6M6.12%+26,68813F-HRTimeline
Atria Wealth Solutions, Inc.337,033$24.5M0.55%-37,78613F-HRTimeline
Forthright Family Wealth Advisory LLC336,260$24.4M15.48%-68713F-HRTimeline
HUB Investment Partners, LLC336,170$24.4M0.85%+26,60713F-HRTimeline
TSA Wealth Managment LLC336,092$24.4M8.92%-55,16413F-HRTimeline
Lloyd Advisory Services, LLC.332,692$24.2M11.69%-13,35613F-HRTimeline
MONECO ADVISORS, LLC331,880$24.1M2.24%+45,31113F-HRTimeline
Wealth Advisors of Iowa, LLC326,972$23.8M8.88%-2,51413F-HRTimeline
Steele Capital Management, Inc.326,422$23.7M1.14%+8,24713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…325,393$23.7M0.02%-31,23013F-HRTimelineGroup
PFG Advisors324,648$23.6M1.09%+123,84313F-HRTimeline
SYKON CAPITAL LLC321,497$23.4M8.52%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC318,691$23.2M14.22%+36,13713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP315,127$22.9M0.02%+1,76813F-HRTimelineGroup
McMill Wealth Management312,997$22.7M7.52%-3,46613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding310,769$22.6M+186,314Timeline
MIdWestOne Financial Group, Inc.309,703$22.5M2.92%+1,52113F-HRTimeline
Wealth Advisory Solutions, LLC308,914$22.5M5.69%+7,09313F-HRTimeline
Mayflower Financial Advisors, LLC308,154$22.4M3.12%-32,34313F-HRTimeline
Keel Point, LLC307,809$22.4M1.48%-47413F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …307,793$22.4M4.31%+6,09813F-HRTimeline
Richmond Investment Services, LLC307,324$22.3M4.72%+261,18813F-HRTimeline
Luken Investment Analytics, LLC306,738$22.3M9.77%-155,55813F-HRTimeline
SPC Financial, Inc.305,860$22.2M1.86%+7,83513F-HRTimeline
Curtis Advisory Group, LLC303,879$22.1M5.55%new13F-HRTimeline
TABLEAUX LLC302,525$22M12.62%-85,11513F-HR/ATimeline
IFG Advisory, LLC301,755$21.9M1.1%-16,66513F-HRTimeline
Cypress Wealth Services, LLC295,064$21.4M3.84%-8,69213F-HRTimeline
Ausdal Financial Partners, Inc.295,047$21.4M1.43%-3,45213F-HRTimeline
Astor Investment Management LLC293,571$21.3M11.53%+31,78413F-HRTimeline
ARRIEN INVESTMENTS, INC.290,740$21.1M13.35%+17,59313F-HRTimeline
LANARK FINANCIAL, INC.289,537$21M1.72%+267,69413F-HRTimeline
Bricktown Capital, LLC285,750$20.8M3.76%013F-HRTimeline
Rehmann Capital Advisory Group285,043$20.7M1.25%+13,99913F-HRTimeline
Clarus Group, Inc.282,585$20.5M7.54%-3,60013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co280,211$20.4M1.28%+123,49713F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC279,164$20.3M5.1%+2,16913F-HRTimeline
Core Wealth Advisors, Inc.273,260$19.9M5.71%-89613F-HRTimeline
Kagan Cocozza Asset Management272,474$19.8M15.19%+11,99413F-HRTimeline
WELCH CAPITAL PARTNERS LLC/NY268,485$19.5M4.35%-69,91213F-HRTimeline
Fortis Group Advisors, LLC259,846$19.3M3.51%+158,67013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC263,600$19.2M0.01%-71,40013F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA262,740$19.1M0.04%+45,35013F-HRTimelineGroup
Strategic Blueprint, LLC262,485$19.1M0.94%-32,31613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP261,762$19M2.86%-1,80313F-HRTimeline
NorthCoast Asset Management LLC261,000$19M0.08%-33,41313F-HRTimeline
Accelerate Investment Advisors LLC259,255$18.8M14.02%+12,48213F-HRTimeline
Windsor Capital Management, LLC255,163$18.5M5.41%-4,29713F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC253,015$18.4M1.07%+8,08513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP250,810$18.2M0.02%+74,52113F-HR/ATimelineGroup
POM Investment Strategies, LLC248,298$18M12.9%+23,71213F-HRTimeline
Legacy Advisory Services, LLC248,124$18M14.3%-4,92013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/241,694$17.6M0.02%+181,98413F-HR/ATimelineGroup
KEELER & NADLER FINANCIAL PLANNING & WE…239,783$17.4M6.97%+4,47313F-HRTimeline
Advisory Alpha, LLC237,591$17.3M0.54%+12,02113F-HRTimeline
Kohmann Bosshard Financial Services, LLC236,761$17.2M1.92%+8,47213F-HRTimeline
Focus Financial Network, Inc.231,974$16.9M0.67%-104,95513F-HRTimeline
RATIONAL ADVISORS, INC.231,686$16.8M1.67%-10,97813F-HRTimeline
Investors Research Corp231,439$16.8M3.3%+16,43713F-HRTimeline
S. R. Schill & Associates229,784$16.7M12.3%+5,91813F-HRTimeline
Atria Investments, Inc229,651$16.7M0.2%+9,01513F-HRTimeline
LEGACY SOLUTIONS, LLC226,767$16.5M15.79%+10,76213F-HRTimeline
Mutual Advisors, LLC219,566$16.5M0.41%-19,19913F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC225,968$16.4M2.02%+90,72313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV224,363$16.3M0.04%+104,45813F-HRTimeline
CALTON & ASSOCIATES, INC.224,128$16.3M2.82%+70,94613F-HRTimeline
Twin Tree Management, LP223,647$16.3M0.41%new13F-HRTimeline
CoreCap Advisors, LLC222,835$16.2M0.65%-3,64013F-HRTimeline
Wise Wealth Partners219,988$16M26.71%+150,13513F-HRTimeline
Archer Investment Corp215,602$15.7M3.74%+13,07813F-HRTimeline
RBF Capital, LLC214,574$15.6M0.77%013F-HRTimeline
Archford Capital Strategies, LLC213,332$15.5M1.98%+24,77613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP213,289$15.5M0.02%-19,17113F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC208,559$15.3M7.69%-35,36613F-HRTimeline
Bay Capital Advisors, LLC206,635$15M11.45%+7,61413F-HRTimeline
ABOUND FINANCIAL, LLC206,302$15M6.6%-79213F-HRTimeline
Tidemark, LLC205,151$14.9M4.81%-87,93713F-HRTimeline
Ridgeline Wealth, LLC205,074$14.9M12.16%-13,79313F-HRTimeline
Gateway Wealth Partners, LLC204,293$14.9M2.82%+20,55713F-HRTimeline
Adams Wealth Management203,005$14.8M2.81%+39,33113F-HRTimeline
CacheTech Inc.203,005$14.8M2.72%+39,33113F-HRTimeline
Tradewinds, LLC.199,609$14.5M11.01%new13F-HRTimeline
Merkkuri Wealth Advisors LLC199,609$14.5M11.01%+36,69613F-HRTimeline
SkyOak Wealth, LLC199,519$14.5M2.91%+47513F-HRTimeline
Brown Financial Advisors199,417$14.5M5.66%+2,98913F-HRTimeline
Capital Advantage, Inc.197,706$14.4M2.28%+18,08913F-HRTimeline
NBZ Investment Advisors LLC196,716$14.3M8.19%+1,60513F-HRTimeline
Valtinson Bruner Financial Planning LLC194,522$14.1M4.44%+33,62513F-HRTimeline
United Asset Strategies, Inc.194,457$14.1M1.21%-6,98113F-HRTimeline
CSM Advisors, LLC191,133$13.9M0.41%-320,79613F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC186,043$13.7M10.35%new13F-HRTimeline
Municipal Employees' Retirement System …188,205$13.7M0.16%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP187,501$13.6M0.91%+80,04913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC187,330$13.6M0.17%+21,91813F-HRTimelineGroup
AdvisorNet Financial, Inc186,322$13.5M0.87%+34,89313F-HRTimeline
Independent Advisor Alliance184,594$13.4M0.39%+65,22613F-HRTimeline
Gen-Wealth Partners Inc183,870$13.4M5.16%-76,06713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT183,225$13.3M1.56%+52,49713F-HRTimeline
NovaPoint Capital, LLC182,976$13.3M4.08%+90313F-HRTimeline
Turning Point Benefit Group, Inc.179,949$13.3M10.04%+32,48113F-HRTimeline
Prairie Sky Financial Group LLC180,872$13.1M7.23%+5,60413F-HRTimeline
Hobbs Wealth Management, LLC178,990$13M12.42%-112,66713F-HRTimeline
Elevated Capital Advisors, LLC197,581$13M3.64%013F-HRTimeline
Towercrest Capital Management177,853$12.9M2.31%+5,55913F-HRTimeline
Waterloo Capital, L.P.177,799$12.9M1.04%+11,39113F-HRTimeline
Valmark Advisers, Inc.176,445$12.8M0.18%+12,89213F-HRTimeline
Advisory Services Network, LLC172,286$12.8M0.21%-5,72313F-HRTimeline
Chicago Partners Investment Group LLC171,601$12.8M0.37%+16,23313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS175,705$12.8M0.03%+32,90913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC175,699$12.8M0.01%+62,17913F-HRTimelineGroup
Arete Wealth Advisors, LLC175,104$12.7M0.9%+34,80813F-HRTimeline
Keystone Financial Services, LLC175,002$12.7M9.67%+5,53013F-HRTimeline
Sowell Financial Services LLC174,714$12.7M0.52%-11,94013F-HRTimeline
Financial Advocates Investment Manageme…174,230$12.7M1.03%new13F-HRTimeline
NWAM LLC170,266$12.6M0.73%+134,65213F-HR/ATimeline
Venture Visionary Partners LLC171,818$12.5M0.47%+23,41413F-HRTimeline
GenWealth Group, Inc.171,512$12.5M2.51%+2,93413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding171,071$12.4M+13,335Timeline
Convergence Financial, LLC170,896$12.4M2.14%+8,15813F-HRTimeline
Coppell Advisory Solutions LLC171,674$12.4M1.47%+29,64013F-HR/ATimeline
OMNI 360 Wealth, Inc.170,484$12.4M7.69%-5,58213F-HR/ATimeline
Advisor OS, LLCin group Advisor OS, LLC167,862$12.2M1.2%+29,03513F-HRTimelineGroup
Apeiron RIA LLC167,634$12.2M3.14%-68,97013F-HRTimeline
Total Clarity Wealth Management, Inc.167,005$12.1M3.48%+27,18313F-HRTimeline
Fragasso Financial Advisors Inc166,087$12.1M0.81%+4,04813F-HRTimeline
Quadrant Private Wealth Management, LLC164,666$12M2.48%-12,64813F-HRTimeline
Cannon Wealth Management Services, LLC163,075$11.9M9.69%+2,04713F-HRTimeline
WealthTrak Capital Management LLC161,181$11.7M9.79%-67,27513F-HRTimeline
Slagle Financial, LLC160,344$11.7M4.69%+117,51213F-HRTimeline
FMR LLCin group FMR LLC159,789$11.6M<0.01%+15,48413F-HRTimelineGroup
Financial Futures Ltd Liability Co.159,189$11.6M6.2%+7,94713F-HRTimeline
Belpointe Asset Management LLC158,994$11.6M0.48%+39,34613F-HRTimeline
McNamara Financial Services, Inc.154,384$11.2M2.22%-1,43013F-HRTimeline
Marathon Strategic Advisors, LLC154,363$11.2M10.43%+2,59913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT153,563$11.2M0.48%-2,28613F-HRTimeline
RAINIER FAMILY WEALTH INC151,302$11M10.99%+4,65613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…151,024$11M0.18%+87,47713F-HRTimelineGroup
FFG RETIREMENT ADVISORS LLC150,109$10.9M6.84%-18,43313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.149,342$10.9M1.43%+6,96513F-HRTimeline
Janney Montgomery Scott LLC149,079$10.8M0.03%-6,00613F-HRTimeline
PCG Wealth Advisors, LLC148,916$10.8M5.54%-6,39613F-HRTimeline
Alliance Wealth Management Group147,215$10.7M2.73%+84413F-HRTimeline
WealthPlan Investment Management, LLC145,934$10.6M0.77%new13F-HRTimeline
OARSMAN CAPITAL, INC.145,768$10.6M1.66%+6,37013F-HRTimeline
Independent Wealth Network Inc.144,872$10.5M3.83%+99613F-HRTimeline
Park Place Capital Corp144,192$10.5M2.39%-4,56313F-HRTimeline
Legacy Wealth Management, LLC / MS143,893$10.5M3.18%-92313F-HRTimeline
Mattson Financial Services, LLC143,269$10.4M2.81%+19,17613F-HRTimeline
Perennial Investment Advisors, LLC141,967$10.3M1%+19,67313F-HRTimeline
Westwind Capital141,826$10.3M2.11%+8,40513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC141,702$10.3M0.04%+5,25413F-HRTimelineGroup
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC141,190$10.3M10.02%+2,76513F-HRTimeline
Selective Wealth Management, Inc.139,360$10.2M3.74%+24,83613F-HRTimeline
Arvest Bank Trust Division140,248$10.2M0.59%-88513F-HRTimeline
M1 Capital Management LLC139,615$10.1M5.12%-116,59913F-HRTimeline
HOWARD BAILEY SECURITIES, LLC138,482$10.1M3.1%+43713F-HR/ATimeline
Stonebrook Private Inc.138,191$10M2.35%+5,25113F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.138,171$10M3.58%-37713F-HRTimeline
Baltimore-Washington Financial Advisors…136,906$9.95M0.46%-1,60413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC134,997$9.81M0.26%-189,77213F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.134,831$9.8M0.57%+32,18813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…134,245$9.76M0.01%+115,81513F-HRTimelineGroup
Columbia River Financial Group, LLC131,033$9.73M6.3%-2,63613F-HRTimeline
Forefront Wealth Partners, LLC140,642$9.7M6.66%-24,41813F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP146,105$9.61M3.77%13F-HRTimeline
Guardian Asset Advisors, LLC130,049$9.45M5.43%+8,48213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…129,109$9.38M0.02%+8,79613F-HR/ATimelineGroup
Continuum Advisory, LLC128,930$9.37M1.13%+1,07813F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC128,780$9.36M3.94%+2,31213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.127,027$9.23M0.05%-26,46513F-HRTimeline
Cornerstone Wealth Group, LLC126,303$9.18M0.69%+36,78713F-HRTimeline
Arcadia Wealth Management, LLC126,092$9.17M4.01%+1,41513F-HRTimeline
Steward Partners Investment Advisory, L…124,564$9.05M0.07%+4,08813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…124,144$9.02M0.85%+1,49213F-HRTimelineGroup
MGO ONE SEVEN LLC123,514$8.98M0.29%+38913F-HRTimeline
Delta Wealth Advisors LLC123,301$8.96M7.51%-7,54513F-HRTimeline
Tradition Wealth Management, LLC122,516$8.91M0.71%-82,13313F-HRTimeline
Bull Oak Capital, LLC122,477$8.9M4.06%-6,21513F-HRTimeline
Strategic Advisors LLC121,076$8.8M1.73%+3,80613F-HRTimeline
DAVENPORT & Co LLC119,647$8.7M0.05%+59,62413F-HRTimeline
One Degree Advisors Inc119,095$8.66M3.08%+4,12513F-HRTimeline
Atlas Private Wealth Advisors119,004$8.65M1.11%+2,78913F-HRTimeline
Asset Allocation Strategies LLC118,967$8.65M1.91%+77,30913F-HRTimeline
Clarus Wealth Advisors118,100$8.62M3.99%+1,67413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC118,328$8.6M0.74%+14,17513F-HRTimeline
StoneCrest Wealth Management, Inc.117,794$8.56M4.08%+3,92913F-HRTimeline
Csenge Advisory Group122,055$8.46M0.45%+25,96513F-HRTimeline
Kingsview Wealth Management, LLC116,132$8.44M0.14%+6,75013F-HRTimeline