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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,576 managers (1,598 13F filers) reported a position in SPYM shares at 2025-12-31, 853,845,379 shares in all. 126 filers opened a position and 58 filers sold out during the quarter.

Managers
1,576
13F filers
1,598
New
126
Added
722
Reduced
467
Sold out
58
Shares held by filers
853,845,379

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Physician Wealth Advisors, Inc.415,737$33.4M4.64%+12,06013F-HRTimeline
Wealthspire Retirement, LLC413,637$33.2M2.02%+4,12813F-HRTimeline
Leo Wealth, LLC412,887$33.2M2.4%new13F-HRTimeline
Carnegie Investment Counsel412,877$33.1M0.61%+14,90313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co410,873$33M1.92%+55,38413F-HRTimelineGroup
Macco Financial Group, Inc.409,872$32.9M28.26%13F-HRTimeline
Kelman-Lazarov, Inc.409,641$32.9M4.69%+28,42413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC407,585$32.7M0.73%-18,54113F-HRTimeline
Eldridge Investment Advisors, Inc.407,093$32.7M7.19%-5813F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC406,955$32.6M0.03%new13F-HRTimelineGroup
Scarborough Advisors, LLC399,204$32M5.41%+6,67313F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC395,328$31.7M0.02%-3,90013F-HRTimelineGroup
Capital Investment Management, Inc.385,991$31M10.83%13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA380,530$30.8M0.05%+41,39013F-HRTimelineGroup
Orion Porfolio Solutions, LLC381,223$30.6M0.22%+40,61813F-HRTimeline
Segment Wealth Management, LLC372,711$29.9M1.73%+76,40013F-HRTimeline
Ausdal Financial Partners, Inc.367,791$29.5M1.37%+12,50313F-HRTimeline
Cypress Wealth Services, LLC367,295$29.5M4.08%+45,95213F-HRTimeline
Leslie Global Wealth, LLC364,129$29.2M13.14%+14,46813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC363,942$29.2M0.04%-19,68313F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC362,880$29.1M1.41%+330,46013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…362,274$29.1M0.95%+13,03513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/360,601$28.9M0.01%+88,57013F-HRTimelineGroup
Forefront Wealth Partners, LLC356,488$28.6M13.54%+16,51613F-HRTimeline
HUB Investment Partners, LLC355,786$28.5M0.78%+10,88713F-HRTimeline
LANARK FINANCIAL, INC.355,367$28.5M2.14%+53,36613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…351,300$28.2M0.32%+189,57513F-HRTimelineGroup
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC348,576$28M4.5%-7,32313F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC346,550$27.8M13.76%13F-HRTimeline
RFG Advisory, LLC345,088$27.7M0.52%-7,02813F-HRTimeline
NOTTINGHAM ADVISORS, INC.344,543$27.6M3.86%-14,45513F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.339,807$27.3M2.12%+339,73513F-HRTimeline
Simplicity Wealth,LLC337,798$27.1M1.62%+28,57513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP335,360$26.9M3.66%+36,30713F-HRTimeline
AlphaCore Capital LLC334,956$26.9M0.6%+328,91813F-HRTimeline
NOVEM GROUP334,859$26.9M3.11%-18,51613F-HRTimeline
SFG Wealth Management, LLC.333,938$26.8M10.52%+323,29313F-HRTimeline
Arvest Bank Trust Division333,517$26.8M1.45%+199,39713F-HRTimeline
POM Investment Strategies, LLC333,281$26.7M13.75%+14,78613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…330,517$26.5M0.01%+9,81013F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.330,468$26.5M0.36%+99,22113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP329,149$26.4M0.02%+7,43213F-HRTimelineGroup
TSA Wealth Managment LLC325,130$26.1M8.64%-6,97813F-HRTimeline
Mayflower Financial Advisors, LLC324,040$26M3.15%+4,06113F-HRTimeline
West Wealth Group, LLC323,884$26M5.39%+11,17013F-HRTimeline
Maia Wealth LLC323,300$25.9M4.42%-39,87113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC322,305$25.9M1.73%+285,82913F-HR/ATimeline
PANORAMIC INVESTMENT ADVISORS, LLC322,251$25.9M14.05%-4,06213F-HRTimeline
Wealth Advisory Solutions, LLC320,837$25.7M6%-5,46913F-HRTimeline
Wealth Advisors of Iowa, LLC320,790$25.7M8.45%-1413F-HRTimeline
Lloyd Advisory Services, LLC.320,397$25.7M9.97%+11,74313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC318,642$25.6M0.15%-50,76213F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT317,471$25.5M0.37%+233,28813F-HRTimeline
SYKON CAPITAL LLC315,691$25.3M8.13%+1,50013F-HRTimeline
Steele Capital Management, Inc.311,559$25M1.07%-2,47213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC310,786$24.9M0.01%+42,73313F-HRTimelineGroup
Goodman Advisory Group, LLC310,506$24.9M6.13%-21,48813F-HRTimeline
MIdWestOne Financial Group, Inc.309,089$24.8M2.75%+7,24613F-HRTimeline
Keel Point, LLC308,292$24.7M1.49%+313F-HRTimeline
CBM Financial, LLC303,077$24.5M16.62%13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …304,665$24.4M3.97%+6,54513F-HRTimeline
Stonebrook Private Inc.304,540$24.4M5.11%+146,15213F-HRTimeline
McMill Wealth Management304,128$24.4M6.86%-1,74613F-HRTimeline
DAIDO LIFE INSURANCE CO300,182$24.1M3.39%+145,39713F-HRTimeline
Arete Wealth Advisors, LLC299,575$24M1.67%-148,86013F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.299,212$24M0.04%-6,57713F-HRTimelineGroup
IFG Advisory, LLC298,724$24M1.04%+87413F-HRTimeline
Rehmann Capital Advisory Group297,116$23.8M1.24%+6,61213F-HRTimeline
MGO ONE SEVEN LLC291,809$23.4M0.48%+141,95713F-HRTimeline
ARRIEN INVESTMENTS, INC.290,173$23.3M13.13%+1,04513F-HRTimeline
Gateway Wealth Partners, LLC284,720$22.8M2.54%+12,67713F-HRTimeline
Clarus Group, Inc.284,081$22.8M8.21%-7,34213F-HRTimeline
Accelerate Investment Advisors LLC282,374$22.7M15.26%+6,49813F-HRTimeline
Independent Advisor Alliance280,232$22.5M0.55%+83,86213F-HRTimeline
Core Wealth Advisors, Inc.276,516$22.2M5.76%+1,09613F-HRTimeline
CALTON & ASSOCIATES, INC.276,471$22.2M3.26%+10,01813F-HRTimeline
Kagan Cocozza Asset Management274,562$22M15.67%+10,13813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding269,281$21.9M+80,347Timeline
RETIREMENT FINANCIAL SOLUTIONS, LLC269,851$21.6M6.34%-241,07513F-HRTimeline
Archford Capital Strategies, LLC269,002$21.6M2.51%-10,49113F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…266,614$21.4M7.42%+13,82213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP265,197$21.3M0.03%+8,47213F-HRTimelineGroup
Beacon Capital Management, Inc.264,331$21.2M1.13%-126,36213F-HRTimeline
Atlas Private Wealth Advisors263,012$21.1M4.93%+26,73113F-HRTimeline
Wise Wealth Partners256,106$20.5M29.49%+16,35913F-HRTimeline
Legacy Advisory Services, LLC253,869$20.4M15.31%+16313F-HRTimeline
Strategic Blueprint, LLC250,618$20.1M1.19%-7,01813F-HRTimeline
Focus Financial Network, Inc.248,554$19.9M0.69%+21,85813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\248,410$19.9M0.02%-415,27313F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC248,277$19.9M2.23%+6,75913F-HRTimeline
Investors Research Corp248,254$19.9M3.65%+7,06313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP246,829$19.8M0.03%-5,14013F-HR/ATimelineGroup
TABLEAUX LLC242,920$19.6M13.87%-225,84313F-HR/ATimeline
Luken Investment Analytics, LLC240,385$19.3M7.61%+2,33613F-HRTimeline
Archer Investment Corp239,916$19.2M4.34%+18,85813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC239,641$19.2M1.55%-7,09413F-HRTimelineGroup
Blue Water Asset Management237,824$19.1M6.86%13F-HRTimeline
Windsor Capital Management, LLC236,562$19M5.24%-8,80013F-HRTimeline
Capital Advantage, Inc.232,631$18.7M2.52%+25,39113F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV230,740$18.5M10.32%13F-HRTimeline
Belpointe Asset Management LLC229,628$18.4M0.67%+38,13113F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC227,302$18.2M8.39%+7,99913F-HRTimeline
Bay Capital Advisors, LLC227,071$18.2M11.11%+8,36013F-HRTimeline
Coppell Advisory Solutions LLC231,181$18.1M1.79%+39,52913F-HRTimeline
Asset Allocation Strategies LLC223,827$18M3.32%+36,13713F-HRTimeline
LEGACY SOLUTIONS, LLC223,648$17.9M15.76%-3,84813F-HRTimeline
Curtis Advisory Group, LLC223,388$17.9M3.76%-55,09913F-HRTimeline
Fortitude Financial, LLC223,358$17.9M15.2%new13F-HRTimeline
AdvisorNet Financial, Inc222,100$17.8M0.95%+20,80413F-HRTimeline
IMC-Chicago, LLC221,234$17.7M0.31%new13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding220,476$17.7M+1,966Timeline
Gen-Wealth Partners Inc218,868$17.6M5.64%+10,07713F-HRTimeline
Advisory Alpha, LLC218,742$17.5M0.48%-20,88113F-HRTimeline
Valtinson Bruner Financial Planning LLC217,816$17.5M5.03%+68113F-HRTimeline
S. R. Schill & Associates216,924$17.4M12.29%-3,55513F-HRTimeline
ARWA LLC216,443$17.4M10.14%13F-HRTimeline
FMR LLCin group FMR LLC215,901$17.3M<0.01%+19,39113F-HRTimelineGroup
RBF Capital, LLC214,574$17.2M0.79%013F-HR/ATimeline
CoreCap Advisors, LLC212,842$17.1M0.6%-17713F-HRTimeline
Forthright Family Wealth Advisory LLC209,322$16.8M10.55%+2,04813F-HRTimeline
Merkkuri Wealth Advisors LLC205,912$16.5M11.24%-13,38113F-HRTimeline
Brown Financial Advisors204,769$16.4M6.01%+3,34913F-HRTimeline
Selective Wealth Management, Inc.200,244$16.3M5.09%+14,31113F-HRTimeline
Chicago Partners Investment Group LLC200,015$16.2M0.4%+9,10913F-HRTimeline
NBZ Investment Advisors LLC201,549$16.2M7.06%-175,09413F-HRTimeline
Ridgeline Wealth, LLC201,328$16.2M11.2%-1,93613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…200,174$16.1M0.22%+27,36213F-HRTimelineGroup
Kingsview Wealth Management, LLC199,671$16M0.23%+77,92913F-HRTimeline
Mattson Financial Services, LLC199,537$16M3.74%+16,56013F-HRTimeline
Atria Investments, Inc198,401$15.9M0.18%+14,90213F-HRTimeline
NovaPoint Capital, LLC198,298$15.9M4.1%+5,62813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC198,100$15.9M0.02%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS197,877$15.9M0.03%+15,16613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC196,458$15.8M0.17%+2,82513F-HRTimelineGroup
Cornerstone Wealth Group, LLC194,179$15.6M1.06%+32,72713F-HRTimeline
Waterloo Capital, L.P.194,087$15.6M1.12%+27,47013F-HRTimeline
Mutual Advisors, LLC193,974$15.6M0.33%-18,30213F-HRTimeline
Lord & Richards Wealth Management, LLC193,455$15.5M13.33%+65,59013F-HRTimeline
RATIONAL ADVISORS, INC.192,951$15.5M1.59%-19,67413F-HRTimeline
Arkadios Wealth Advisors191,715$15.4M0.31%+154,99713F-HRTimeline
SkyOak Wealth, LLC189,742$15.2M2.74%-4,88913F-HRTimeline
Hobbs Group Advisors, LLC188,556$15.1M4.56%+25,02013F-HRTimeline
Quadrant Private Wealth Management, LLC188,544$15.1M2.48%+19,77313F-HRTimeline
Meridian Wealth Management, LLC187,100$15M0.53%+76,43413F-HRTimeline
Fragasso Financial Advisors Inc186,009$14.9M0.9%+16,76713F-HRTimeline
CSM Advisors, LLC185,083$14.8M0.4%+15,40613F-HRTimeline
Kohmann Bosshard Financial Services, LLC184,821$14.8M1.33%-2,42013F-HRTimeline
Sowell Financial Services LLC184,788$14.8M0.54%+5,95313F-HRTimeline
United Asset Strategies, Inc.182,438$14.6M1.13%+1,79313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP182,305$14.6M0.82%+9,41213F-HRTimeline
Hobbs Wealth Management, LLC180,796$14.5M14.12%+1,46613F-HRTimeline
ABOUND FINANCIAL, LLC180,767$14.5M5.61%-16,12613F-HR/ATimeline
Keystone Financial Services, LLC179,994$14.4M9.83%+1,54013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/179,049$14.4M0.01%-31,72813F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT178,554$14.3M1.57%-2,42713F-HRTimeline
Crestwood Advisors Group, LLC178,461$14.3M0.24%+153,06913F-HRTimeline
Valmark Advisers, Inc.175,505$14.1M0.17%-1,39513F-HRTimeline
LINCOLN CAPITAL CORP175,313$14.1M5%+23,13113F-HRTimeline
Tidemark, LLC175,130$14M3.99%-55,41313F-HRTimeline
Foundations Investment Advisors, LLC175,018$14M0.18%-21,38613F-HRTimeline
Advisory Services Network, LLC174,780$14M0.2%+3,46013F-HRTimeline
Westwind Capital174,318$14M2.86%+25,45613F-HRTimeline
PCG Wealth Advisors, LLC173,960$14M3.95%+3,99313F-HRTimeline
Legacy Wealth Management, LLC / MS173,850$13.9M3.72%+36,06713F-HRTimeline
BLAIR WILLIAM & CO/IL173,758$13.9M0.04%+51,29013F-HRTimeline
OMNI 360 Wealth, Inc.170,730$13.9M7.1%-3,35013F-HRTimeline
VestGen Advisors, LLC171,194$13.7M0.58%-392,99013F-HRTimeline
RAINIER FAMILY WEALTH INC171,051$13.7M10.34%+15,15013F-HRTimeline
WealthTrak Capital Management LLC169,979$13.6M9.76%-93113F-HRTimeline
Fosun International Ltd169,500$13.6M3.17%new13F-HRTimeline
Towercrest Capital Management169,228$13.6M2.14%-3,44513F-HRTimeline
Tortoise Investment Management, LLC167,397$13.4M1.18%+49,42413F-HRTimeline
Financial Futures Ltd Liability Co.166,274$13.3M6.18%+3,24013F-HRTimeline
MKT Advisors LLC164,649$13.3M4.55%+25,05213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.165,548$13.3M1.39%+9,41013F-HRTimeline
OARSMAN CAPITAL, INC.165,466$13.3M1.72%+11,42613F-HRTimeline
GenWealth Group, Inc.162,785$13.3M2.26%-1,16813F-HRTimeline
Slagle Financial, LLC163,927$13.2M4.59%+2,73413F-HRTimeline
Cannon Wealth Management Services, LLC160,236$12.9M9.07%-2,53613F-HRTimeline
Janney Montgomery Scott LLC160,042$12.8M0.03%+14,28513F-HRTimeline
Elevated Capital Advisors, LLC159,984$12.8M2.99%-7,36513F-HRTimeline
CENTAURUS FINANCIAL, INC.159,265$12.8M0.58%+15,71813F-HRTimeline
Total Clarity Wealth Management, Inc.158,643$12.7M3.08%-14,38813F-HRTimeline
Daviman Financial, LLC158,630$12.7M7.47%13F-HRTimeline
Park Place Capital Corp157,833$12.7M2.64%+12,10013F-HRTimeline
Fortis Group Advisors, LLC155,203$12.6M2.12%-84,10813F-HRTimeline
MidFirst Bank157,429$12.6M1.01%13F-HRTimeline
Stone Summit Wealth LLC156,733$12.6M3.41%+70,97813F-HRTimeline
Ethos Financial Group, LLC153,470$12.3M0.91%-20,25513F-HRTimeline
Astoria Portfolio Advisors LLC.152,304$12.2M2.78%-6,03413F-HRTimeline
Independent Wealth Network Inc.152,138$12.2M3.73%+2,84613F-HRTimeline
M1 Capital Management LLC150,657$12.1M5.04%+6,62813F-HRTimeline
Marathon Strategic Advisors, LLC149,672$12M9.17%-6,98713F-HRTimeline
Clarity Retirement & Wealth, LLC149,175$12M10.53%13F-HRTimeline
SeedSafe Financial LLC148,713$11.9M10.56%13F-HRTimeline
WELCH CAPITAL PARTNERS LLC/NY148,207$11.9M2.38%-2,23313F-HRTimeline
Savvy Advisors, Inc.147,748$11.9M0.38%+122,39813F-HRTimeline
DAVENPORT & Co LLC147,073$11.8M0.06%+8,19813F-HRTimeline
Perennial Investment Advisors, LLC145,781$11.7M0.92%-57413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC145,091$11.6M0.04%+2,70913F-HRTimelineGroup