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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,410 managers (1,428 13F filers) reported a position in SPYM shares at 2025-09-30, 793,704,576 shares in all. 119 filers opened a position and 51 filers sold out during the quarter.

Managers
1,410
13F filers
1,428
New
119
Added
689
Reduced
443
Sold out
51
Shares held by filers
793,704,576

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Eldridge Investment Advisors, Inc.407,151$31.9M7.26%-6,87213F-HRTimeline
Physician Wealth Advisors, Inc.403,677$31.6M4.5%+21,36013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC399,228$31.3M0.02%+135,62813F-HRTimelineGroup
Carnegie Investment Counsel397,974$31.2M0.59%+24,33913F-HRTimeline
Scarborough Advisors, LLC392,531$30.8M5.42%+46,63613F-HRTimeline
Beacon Capital Management, Inc.390,693$30.6M1.46%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC383,625$30.1M0.05%+43,33913F-HRTimelineGroup
Kelman-Lazarov, Inc.381,217$29.9M4.43%+11,30113F-HRTimeline
NBZ Investment Advisors LLC376,643$29.5M15.45%+179,92713F-HRTimeline
Maia Wealth LLC363,171$29.1M4.9%-10,71813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…370,757$29M0.04%+236,51213F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC369,404$28.9M0.18%-46,93613F-HR/ATimelineGroup
NOTTINGHAM ADVISORS, INC.358,998$28.1M3.91%+4,14813F-HRTimeline
PFG Advisors357,781$28M1.15%+33,13313F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC355,899$27.9M4.71%-19,32913F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co355,489$27.8M1.64%+75,27813F-HRTimelineGroup
Ausdal Financial Partners, Inc.355,288$27.8M1.36%+60,24113F-HRTimeline
NOVEM GROUP353,375$27.7M3.3%-39,15613F-HRTimeline
RFG Advisory, LLC352,116$27.6M0.57%-49,00013F-HRTimeline
Leslie Global Wealth, LLC349,661$27.4M12.85%-70,21013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…349,239$27.4M0.94%+5,25513F-HRTimelineGroup
HUB Investment Partners, LLC344,899$27M0.99%+8,72913F-HRTimeline
Orion Porfolio Solutions, LLC340,605$26.7M0.21%-8,85513F-HRTimeline
Forefront Wealth Partners, LLC339,972$26.6M6.7%+199,33013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA339,140$26.6M0.05%+76,40013F-HRTimelineGroup
TSA Wealth Managment LLC332,108$26M8.85%-3,98413F-HRTimeline
Goodman Advisory Group, LLC331,994$26M6.47%-79,20813F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC326,313$25.6M14.38%+7,62213F-HRTimeline
Wealth Advisory Solutions, LLC326,306$25.6M6.19%+17,39213F-HRTimeline
SPC Financial, Inc.322,779$25.3M1.98%+16,91913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP321,717$25.2M0.02%+6,59013F-HRTimelineGroup
Cypress Wealth Services, LLC321,343$25.2M4.12%+26,27913F-HRTimeline
Wealth Advisors of Iowa, LLC320,804$25.1M8.56%-6,16813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…320,707$25.1M0.02%-4,68613F-HRTimelineGroup
Mayflower Financial Advisors, LLC319,979$25.1M3.15%+11,82513F-HRTimeline
POM Investment Strategies, LLC318,495$25M13.56%+70,19713F-HRTimeline
SYKON CAPITAL LLC314,191$24.6M8.21%-7,30613F-HRTimeline
Steele Capital Management, Inc.314,031$24.6M1.09%-12,39113F-HRTimeline
West Wealth Group, LLC312,714$24.5M5.52%-18,13313F-HRTimeline
WCG Wealth Advisors LLC310,652$24.3M1.53%-38,37613F-HRTimeline
Simplicity Wealth,LLC309,223$24.2M1.4%-139,30313F-HRTimeline
Lloyd Advisory Services, LLC.308,654$24.2M11.38%-24,03813F-HRTimeline
Keel Point, LLC308,289$24.2M1.49%+48013F-HRTimeline
McMill Wealth Management305,874$24M6.83%-7,12313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.305,789$24M0.04%+251,89613F-HRTimelineGroup
LANARK FINANCIAL, INC.302,001$23.7M1.82%+12,46413F-HRTimeline
MIdWestOne Financial Group, Inc.301,843$23.6M2.87%-7,86013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP299,053$23.4M3.31%+37,29113F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …298,120$23.4M4.08%-9,67313F-HRTimeline
IFG Advisory, LLC297,850$23.3M1.06%-3,90513F-HRTimeline
Segment Wealth Management, LLC296,311$23.2M1.39%+271,56313F-HRTimeline
LVW Advisors, LLC294,981$23.1M2.39%new13F-HRTimeline
Clarus Group, Inc.291,423$22.8M7.94%+8,83813F-HRTimeline
Rehmann Capital Advisory Group290,504$22.8M1.25%+5,46113F-HRTimeline
ARRIEN INVESTMENTS, INC.289,128$22.7M13.25%-1,61213F-HRTimeline
NorthCoast Asset Management LLC284,370$22.3M0.09%+23,37013F-HRTimeline
Archford Capital Strategies, LLC279,493$21.9M2.61%+66,16113F-HRTimeline
Curtis Advisory Group, LLC278,487$21.8M4.95%-25,39213F-HRTimeline
Accelerate Investment Advisors LLC275,876$21.6M14.7%+16,62113F-HRTimeline
Core Wealth Advisors, Inc.275,420$21.6M5.63%+2,16013F-HRTimeline
Gateway Wealth Partners, LLC272,043$21.3M2.88%+67,75013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/272,031$21.3M0.01%+157,10813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC268,053$21M0.01%+92,35413F-HRTimelineGroup
CALTON & ASSOCIATES, INC.266,453$20.9M3.13%+42,32513F-HRTimeline
Kagan Cocozza Asset Management264,424$20.7M15.68%-8,05013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding262,333$20.6M-48,436Timeline
Strategic Blueprint, LLC257,636$20.2M0.88%-4,84913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP256,725$20.1M0.03%+43,43613F-HRTimelineGroup
Legacy Advisory Services, LLC253,706$19.9M14.99%+5,58213F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…252,792$19.8M7.26%+13,00913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP251,969$19.7M0.03%+1,15913F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC246,735$19.3M1.67%+78,87313F-HRTimelineGroup
Windsor Capital Management, LLC245,362$19.2M5.31%-9,80113F-HRTimeline
Fortis Group Advisors, LLC239,311$19.2M3.31%-20,53513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC241,518$18.9M2.16%+15,55013F-HRTimeline
Investors Research Corp241,191$18.9M3.5%+9,75213F-HRTimeline
Advisory Alpha, LLC239,623$18.9M0.53%+2,03213F-HRTimeline
Wise Wealth Partners239,747$18.8M28.67%+19,75913F-HRTimeline
Luken Investment Analytics, LLC238,049$18.6M7.29%-68,68913F-HRTimeline
Atlas Private Wealth Advisors236,281$18.5M4.53%+117,27713F-HRTimeline
Vestmark Advisory Solutions, Inc.231,247$18.1M0.35%-143,50713F-HRTimeline
Tidemark, LLC230,543$18.1M5.26%+25,39213F-HRTimeline
B.O.S.S. Retirement Advisors, LLC229,871$18M4.31%-49,29313F-HRTimeline
LEGACY SOLUTIONS, LLC227,496$17.8M16.03%+72913F-HRTimeline
Focus Financial Network, Inc.226,696$17.8M0.63%-5,27813F-HRTimeline
Archer Investment Corp221,058$17.3M3.91%+5,45613F-HRTimeline
S. R. Schill & Associates220,479$17.3M12.13%-9,30513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC219,303$17.2M8.65%+10,74413F-HRTimeline
Merkkuri Wealth Advisors LLC219,293$17.2M12.46%+19,68413F-HRTimeline
Bay Capital Advisors, LLC218,711$17.1M11.16%+12,07613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding218,510$17.1M+47,439Timeline
Valtinson Bruner Financial Planning LLC217,135$17M5.04%+22,61313F-HRTimeline
RBF Capital, LLC214,574$16.8M0.77%013F-HRTimeline
Mutual Advisors, LLC212,276$16.8M0.37%-7,29013F-HRTimeline
CoreCap Advisors, LLC213,019$16.7M0.61%-9,81613F-HRTimeline
RATIONAL ADVISORS, INC.212,625$16.7M1.66%-19,06113F-HRTimeline
Ashton Thomas Private Wealth, LLC212,436$16.6M0.43%+100,98613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/210,777$16.5M0.02%-30,91713F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC209,234$16.4M5.47%+103,18813F-HRTimeline
Gen-Wealth Partners Inc208,791$16.4M5.53%+24,92113F-HRTimeline
Forthright Family Wealth Advisory LLC207,274$16.2M9.98%-128,98613F-HRTimeline
Capital Advantage, Inc.207,240$16.2M2.44%+9,53413F-HRTimeline
Ridgeline Wealth, LLC203,264$15.9M11.75%-1,81013F-HRTimeline
Brown Financial Advisors201,420$15.8M5.83%+2,00313F-HRTimeline
AdvisorNet Financial, Inc201,296$15.8M0.89%+14,97413F-HRTimeline
Chicago Partners Investment Group LLC190,906$15.4M0.4%+19,30513F-HRTimeline
ABOUND FINANCIAL, LLC196,893$15.4M6.17%-9,40913F-HRTimeline
FMR LLCin group FMR LLC196,510$15.4M<0.01%+36,72113F-HRTimelineGroup
Foundations Investment Advisors, LLC196,404$15.4M0.22%+149,59613F-HRTimeline
Independent Advisor Alliance196,370$15.4M0.4%+11,77613F-HRTimeline
SkyOak Wealth, LLC194,631$15.2M2.88%-4,88813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding188,934$15.2M+169,693Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC193,633$15.2M0.17%+6,30313F-HRTimelineGroup
NovaPoint Capital, LLC192,670$15.1M3.69%+9,69413F-HRTimeline
Belpointe Asset Management LLC191,497$15M0.57%+32,50313F-HRTimeline
Coppell Advisory Solutions LLC191,652$15M1.59%+19,97813F-HRTimeline
Municipal Employees' Retirement System …188,205$14.7M0.17%013F-HRTimeline
Asset Allocation Strategies LLC187,690$14.7M2.91%+68,72313F-HRTimeline
Kohmann Bosshard Financial Services, LLC187,241$14.7M1.5%-49,52013F-HRTimeline
Selective Wealth Management, Inc.185,933$14.6M4.71%+46,57313F-HRTimeline
Atria Investments, Inc183,499$14.4M0.16%-46,15213F-HRTimeline
Mattson Financial Services, LLC182,977$14.3M3.43%+39,70813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS182,711$14.3M0.03%+7,00613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT180,981$14.2M1.6%-2,24413F-HRTimeline
United Asset Strategies, Inc.180,645$14.2M1.14%-13,81213F-HRTimeline
Hobbs Wealth Management, LLC179,330$14M11.78%+34013F-HRTimeline
Sowell Financial Services LLC178,835$14M0.54%+4,12113F-HRTimeline
Keystone Financial Services, LLC178,454$14M9.78%+3,45213F-HRTimeline
Valmark Advisers, Inc.176,900$13.9M0.18%+45513F-HRTimeline
OMNI 360 Wealth, Inc.174,080$13.6M7.64%+3,59613F-HRTimeline
Ethos Financial Group, LLC173,725$13.6M1.07%+160,53113F-HRTimeline
Total Clarity Wealth Management, Inc.173,031$13.6M3.6%+6,02613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP172,893$13.5M0.84%-14,60813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…172,812$13.5M0.19%+21,78813F-HRTimelineGroup
Towercrest Capital Management172,673$13.5M2.17%-5,18013F-HRTimeline
Advisory Services Network, LLC171,320$13.4M0.2%-96613F-HRTimeline
WealthTrak Capital Management LLC170,910$13.4M11.02%+9,72913F-HRTimeline
Fragasso Financial Advisors Inc169,242$13.3M0.83%+3,15513F-HRTimeline
PCG Wealth Advisors, LLC169,967$13.3M3.88%+21,05113F-HRTimeline
CSM Advisors, LLC169,677$13.3M0.37%-21,45613F-HRTimeline
Quadrant Private Wealth Management, LLC168,771$13.2M2.41%+4,10513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…168,597$13.2M0.36%+140,39613F-HRTimelineGroup
Elevated Capital Advisors, LLC167,349$13.1M3.26%-30,23213F-HRTimeline
Waterloo Capital, L.P.166,617$13.1M0.97%-11,18213F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC165,096$12.9M9.41%-20,94713F-HRTimeline
NWAM LLC163,271$12.9M0.7%-6,99513F-HR/ATimeline
GenWealth Group, Inc.163,953$12.8M2.39%-7,55913F-HRTimeline
Hobbs Group Advisors, LLC163,536$12.8M3.99%+85,11913F-HRTimeline
Financial Futures Ltd Liability Co.163,034$12.8M6.21%+3,84513F-HRTimeline
Cannon Wealth Management Services, LLC162,772$12.8M9.65%-30313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…161,725$12.7M0.22%+66,69513F-HRTimelineGroup
Cornerstone Wealth Group, LLC161,452$12.6M0.85%+35,14913F-HRTimeline
Slagle Financial, LLC161,193$12.6M4.63%+84913F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …160,574$12.6M0.03%+66,06113F-HRTimelineGroup
Astoria Portfolio Advisors LLC.158,338$12.5M3.29%+71,56813F-HRTimeline
Stonebrook Private Inc.158,388$12.4M2.68%+20,19713F-HRTimeline
Marathon Strategic Advisors, LLC156,659$12.3M9.82%+2,29613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.156,138$12.2M1.43%+6,79613F-HRTimeline
RAINIER FAMILY WEALTH INC155,901$12.2M10.89%+4,59913F-HRTimeline
DAIDO LIFE INSURANCE CO154,785$12.1M1.74%-285,99813F-HRTimeline
OARSMAN CAPITAL, INC.154,040$12.1M1.69%+8,27213F-HRTimeline
McNamara Financial Services, Inc.153,785$12M2.24%-59913F-HRTimeline
LINCOLN CAPITAL CORP152,182$11.9M4.29%+39,05913F-HRTimeline
WELCH CAPITAL PARTNERS LLC/NY150,440$11.8M2.43%-118,04513F-HRTimeline
MGO ONE SEVEN LLC149,852$11.7M0.27%+26,33813F-HRTimeline
Independent Wealth Network Inc.149,292$11.7M3.76%+4,42013F-HRTimeline
Westwind Capital148,862$11.7M2.44%+7,03613F-HRTimeline
Perennial Investment Advisors, LLC146,355$11.5M0.95%+4,38813F-HRTimeline
Janney Montgomery Scott LLC145,757$11.4M0.03%-3,32213F-HRTimeline
Park Place Capital Corp145,733$11.4M2.41%+1,54113F-HRTimeline
M1 Capital Management LLC144,029$11.3M4.87%+4,41413F-HRTimeline
Apeiron RIA LLC144,171$11.3M2.53%-23,46313F-HRTimeline
CENTAURUS FINANCIAL, INC.143,547$11.2M0.53%+8,71613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC142,382$11.2M0.04%+68013F-HRTimelineGroup
MKT Advisors LLC139,597$11M4.09%+33,12213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC139,909$11M0.27%+4,91213F-HRTimelineGroup
Alliance Wealth Management Group139,793$11M2.44%-7,42213F-HRTimeline
Turning Point Benefit Group, Inc.138,949$10.9M6.59%-41,00013F-HRTimeline
DAVENPORT & Co LLC138,875$10.9M0.06%+19,22813F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC137,786$10.8M9.98%-3,40413F-HRTimeline
Legacy Wealth Management, LLC / MS137,783$10.8M3.25%-6,11013F-HRTimeline
Guardian Asset Advisors, LLC136,415$10.7M5.75%+6,36613F-HRTimeline
Baltimore-Washington Financial Advisors…136,370$10.7M0.46%-53613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.136,200$10.7M3.51%-1,97113F-HRTimeline
Arvest Bank Trust Division134,120$10.5M0.58%-6,12813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT132,478$10.4M0.38%-21,08513F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC131,302$10.3M1.08%+21,62213F-HRTimeline
JBR Co Financial Management Inc131,128$10.3M4.35%+19,52313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.130,911$10.3M<0.01%+122,20313F-HRTimelineGroup
Worth Asset Management, LLC130,812$10.2M4.61%+29,00513F-HRTimeline
One Degree Advisors Inc130,020$10.2M3.12%+10,92513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…129,252$10.1M0.02%+14313F-HRTimelineGroup
Columbia River Financial Group, LLC126,093$10.1M6.23%-4,94013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC128,911$10.1M2.87%-9,57113F-HR/ATimeline
Delta Wealth Advisors LLC128,012$10M7.85%+4,71113F-HRTimeline
Lord & Richards Wealth Management, LLC127,865$10M9.17%+12,53113F-HRTimeline
BIP Wealth, LLC126,400$9.9M0.49%+41,44313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC123,785$9.7M0.76%+5,45713F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC122,815$9.62M3.55%-5,96513F-HRTimeline
Pine Valley Investments Ltd Liability Co122,671$9.61M0.5%+6,59113F-HRTimeline