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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,592 managers (1,613 13F filers) reported a position in SPYM shares at 2026-03-31, 1,117,278,184 shares in all. 110 filers opened a position and 98 filers sold out during the quarter.

Managers
1,592
13F filers
1,613
New
110
Added
825
Reduced
464
Sold out
98
Shares held by filers
1,117,278,184

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Compass Financial Services Inc474,091$36.3M15.72%-3,59913F-HRTimeline
Richmond Investment Services, LLC469,712$36M5.81%+18,58113F-HRTimeline
Fiduciary Alliance LLC434,686$35.8M2.16%+391,03613F-HRTimeline
ALLIANCEBERNSTEIN L.P.435,051$34.9M0.01%+431,29013F-HRTimeline
Wealthspire Retirement, LLC453,841$34.7M2.08%+40,20413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC452,181$34.6M0.78%+44,59613F-HR/ATimeline
Montz Harcus Wealth Management LLC449,889$34.4M13.91%+9,41413F-HRTimeline
Ridgeline Wealth Planning, LLC448,546$34.3M25.07%+51713F-HRTimeline
Eldridge Investment Advisors, Inc.448,178$34.3M7.52%+41,08513F-HRTimeline
Asset Allocation Strategies LLC440,487$33.7M5.99%+216,66013F-HRTimeline
Henderson Brothers Financial Partners, …439,870$33.7M8.53%13F-HRTimeline
PFG Advisors436,471$33.4M1.63%-16,25613F-HRTimeline
Merit Financial Group, LLC432,959$33.1M0.25%-12,81413F-HRTimeline
Fragasso Financial Advisors Inc425,101$33M1.99%+239,09213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC426,058$32.6M0.13%-274,93713F-HRTimelineGroup
Stonebrook Private Inc.424,871$32.5M6.93%+120,33113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC422,644$32.3M0.24%-5,98013F-HRTimeline
Kelman-Lazarov, Inc.421,242$32.2M4.62%+11,60113F-HRTimeline
Leo Wealth, LLC419,144$32.1M2.33%+6,25713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC417,266$31.9M2.36%-74,82013F-HRTimeline
Bauman Advisory Group, LLC415,912$31.8M22.31%-29,85913F-HRTimeline
Simplicity Wealth,LLC414,641$31.7M1.8%+76,84313F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC406,944$31.1M0.03%-1113F-HRTimelineGroup
Arvest Bank Trust Division406,051$31.1M1.69%+72,53413F-HRTimeline
Carnegie Investment Counsel402,922$30.8M0.6%-9,95513F-HRTimeline
NBZ Investment Advisors LLC399,068$30.5M13.36%+197,51913F-HRTimeline
Global View Capital Management LLC398,889$30.5M8.1%-251,09613F-HRTimeline
Capital Investment Management, Inc.395,273$30.3M10.39%+9,28213F-HRTimeline
TSA Wealth Managment LLC392,549$30M9.71%+67,41913F-HRTimeline
MGO ONE SEVEN LLC392,231$30M0.6%+100,42213F-HRTimeline
Ashton Thomas Private Wealth, LLC388,066$29.7M0.7%+244,34513F-HRTimeline
RFG Advisory, LLC387,987$29.7M0.55%+42,89913F-HRTimeline
Orion Porfolio Solutions, LLC382,132$29.2M0.25%+90913F-HRTimeline
HUB Investment Partners, LLC379,070$29M0.71%+23,28413F-HRTimeline
Mayflower Financial Advisors, LLC375,427$28.7M3.49%+51,38713F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC372,022$28.5M3.83%+23,44613F-HRTimeline
Forefront Wealth Partners, LLC369,144$28.3M11.83%+12,65613F-HRTimeline
LANARK FINANCIAL, INC.365,958$28M2.1%+10,59113F-HRTimeline
Scarborough Advisors, LLC363,105$27.8M3.04%-36,09913F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP362,979$27.8M3.84%+27,61913F-HRTimeline
TABLEAUX LLC358,971$27.5M13.31%+116,05113F-HRTimeline
Cypress Wealth Services, LLC357,735$27.4M3.87%-9,56013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC357,549$27.4M1.88%+35,24413F-HRTimeline
NOTTINGHAM ADVISORS, INC.356,956$27.3M3.52%+12,41313F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC355,607$27.2M18.18%+9,05713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC355,476$27.2M1.29%-7,40413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC354,684$27.1M0.02%+326,49113F-HRTimelineGroup
Arete Wealth Advisors, LLC351,387$26.9M2.01%+51,81213F-HR/ATimeline
Spectrum Advisors, Inc.347,425$26.6M21%13F-HRTimeline
Leslie Global Wealth, LLC346,660$26.5M13.98%-17,46913F-HRTimeline
CBM Financial, LLC317,492$26.5M16.53%+14,41513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP342,787$26.2M0.02%+13,63813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC335,348$25.7M0.6%+194,63313F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA333,410$25.5M0.04%-47,12013F-HRTimelineGroup
SYKON CAPITAL LLC329,489$25.2M8.41%+13,79813F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC328,771$25.2M13.61%+6,52013F-HR/ATimeline
Maia Wealth LLC326,134$25M4.22%+2,83413F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …325,418$24.9M3.84%+20,75313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…325,125$24.9M0.01%-5,39213F-HRTimelineGroup
Wealth Advisory Solutions, LLC322,447$24.7M5.5%+1,61013F-HRTimeline
Wealth Advisors of Iowa, LLC320,506$24.5M7.59%-28413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC319,031$24.4M0.12%+38913F-HRTimelineGroup
AlphaCore Capital LLC318,467$24.4M0.58%-16,48913F-HRTimeline
Ausdal Financial Partners, Inc.316,731$24.2M1.08%-51,06013F-HRTimeline
NOVEM GROUP315,040$24.1M2.77%-19,81913F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT314,886$24.1M0.37%-2,58513F-HR/ATimeline
Steele Capital Management, Inc.313,521$24M0.99%+1,96213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.312,993$24M0.04%+13,78113F-HRTimelineGroup
Petix & Botte Co312,951$24M5.34%-245,10413F-HRTimeline
Keel Point, LLC307,906$23.6M1.58%-38613F-HRTimeline
Northstar Advisory Group, LLC304,507$23.3M8.89%+281,57713F-HRTimeline
Goodman Advisory Group, LLC301,363$23.1M5.98%-9,14313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP301,173$23.1M0.03%+35,97613F-HRTimelineGroup
DAIDO LIFE INSURANCE CO300,182$23M3.39%013F-HRTimeline
Segment Wealth Management, LLC298,128$22.8M1.34%-74,58313F-HRTimeline
GTS FINANCIAL, LLC343,400$22.6M17.89%13F-HRTimeline
Mueller Wealth, LLC292,848$22.4M17.88%-162,94813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/290,482$22.2M0.01%-70,11913F-HRTimelineGroup
Clarity Asset Management, Inc.289,817$22.2M11.23%+281,24813F-HRTimeline
Atlas Private Wealth Advisors288,242$22.1M5.19%+25,23013F-HRTimeline
ARRIEN INVESTMENTS, INC.286,492$21.9M11.89%-3,68113F-HRTimeline
Clarus Group, Inc.284,377$21.8M7.8%+29613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC283,446$21.7M2.41%+35,16913F-HRTimeline
Accelerate Investment Advisors LLC281,739$21.6M14.4%-63513F-HRTimeline
Core Wealth Advisors, Inc.281,336$21.5M5.14%+4,82013F-HRTimeline
Beacon Capital Management, Inc.281,297$21.5M1.21%+16,96613F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…278,588$21.3M0.03%-204,54713F-HRTimelineGroup
RETIREMENT FINANCIAL SOLUTIONS, LLC275,306$21.1M6.02%+5,45513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC273,600$20.9M0.01%-121,72813F-HRTimelineGroup
Marks Group Wealth Management, Inc273,176$20.9M2.02%+262,41613F-HRTimeline
Arkadios Wealth Advisors271,829$20.8M0.34%+80,11413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\271,478$20.8M0.03%+23,06813F-HRTimelineGroup
KEELER & NADLER FINANCIAL PLANNING & WE…271,144$20.8M7.04%+4,53013F-HRTimeline
Rehmann Capital Advisory Group270,819$20.7M1.08%-26,29713F-HRTimeline
Kagan Cocozza Asset Management270,512$20.7M14.57%-4,05013F-HRTimeline
CALTON & ASSOCIATES, INC.270,245$20.7M2.97%-6,22613F-HRTimeline
CoreCap Advisors, LLC268,348$20.5M0.7%+55,50613F-HRTimeline
Cornerstone Wealth Group, LLC247,200$20.5M1.32%+53,02113F-HRTimeline
VestGen Advisors, LLC231,870$20.1M0.56%+60,67613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding258,458$19.8M+37,982Timeline
Ferguson Shapiro LLC255,861$19.6M5.97%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.255,381$19.5M0.22%-75,08713F-HRTimeline
Wise Wealth Partners254,675$19.5M26.39%-1,43113F-HRTimeline
Strategic Blueprint, LLC254,230$19.5M1.13%+3,61213F-HRTimeline
Investors Research Corp250,238$19.2M3.66%+1,98413F-HRTimeline
Janney Montgomery Scott LLC250,177$19.1M0.05%+90,13513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC249,970$19.1M8.41%+22,66813F-HR/ATimeline
AdvisorNet Financial, Inc248,457$19M0.98%+26,35713F-HRTimeline
Luken Investment Analytics, LLC245,913$18.8M7.21%+5,52813F-HRTimeline
Quadrant Private Wealth Management, LLC243,181$18.6M2.88%+54,63713F-HRTimeline
Archer Investment Corp242,987$18.6M3.96%+3,07113F-HRTimeline
Blue Water Asset Management241,897$18.5M6.4%+4,07313F-HRTimeline
LeClair Wealth Partners LLC241,897$18.5M6.4%new13F-HRTimeline
Total Clarity Wealth Management, Inc.240,635$18.4M4.33%+81,99213F-HRTimeline
Capital Advantage, Inc.240,614$18.4M2.41%+7,98313F-HRTimeline
Legacy Advisory Services, LLC239,526$18.3M14%-14,34313F-HRTimeline
Westwind Capital237,627$18.2M4.37%+63,30913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC237,345$18.2M1.32%-2,29613F-HRTimelineGroup
Bay Capital Advisors, LLC234,726$18M11.07%+7,65513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP234,211$17.9M0.03%-12,61813F-HRTimelineGroup
Gen-Wealth Partners Inc233,517$17.9M5.64%+14,64913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC233,314$17.9M0.02%+211,52613F-HRTimelineGroup
Belpointe Asset Management LLC231,592$17.7M0.65%+1,96413F-HRTimeline
Windsor Capital Management, LLC231,239$17.7M4.99%-5,32313F-HRTimeline
Chicago Partners Investment Group LLC210,052$17.6M0.39%+10,03713F-HRTimeline
Curtis Advisory Group, LLC229,338$17.6M3.78%+5,95013F-HRTimeline
Patriot Financial Group Insurance Agenc…228,042$17.5M0.98%+129,28313F-HRTimeline
FMR LLCin group FMR LLC227,106$17.4M<0.01%+11,20513F-HRTimelineGroup
S. R. Schill & Associates225,098$17.2M11.64%+8,17413F-HRTimeline
LEGACY SOLUTIONS, LLC224,839$17.2M15.95%+1,19113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS223,896$17.1M0.03%+26,01913F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV222,520$17M9.36%-8,22013F-HRTimeline
Astoria Portfolio Advisors LLC.201,996$17M3.63%+49,69213F-HRTimeline
Merkkuri Wealth Advisors LLC221,717$17M11.23%+15,80513F-HRTimeline
Advisory Alpha, LLC220,785$16.9M0.46%+2,04313F-HRTimeline
Selective Wealth Management, Inc.201,213$16.9M4.99%+96913F-HRTimeline
Buttonwood Financial Group, LLC218,889$16.8M10.31%-277,85213F-HRTimeline
Valtinson Bruner Financial Planning LLC218,859$16.8M4.6%+1,04313F-HRTimeline
LINCOLN CAPITAL CORP217,601$16.7M6.13%+42,28813F-HRTimeline
RBF Capital, LLC214,574$16.4M0.81%013F-HR/ATimeline
Atria Investments, Inc214,256$16.4M0.18%+15,85513F-HRTimeline
ARWA LLC204,761$16.4M8.12%-11,68213F-HRTimeline
Focus Financial Network, Inc.213,084$16.3M0.58%-35,47013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC212,825$16.3M0.16%+16,36713F-HRTimelineGroup
Fortitude Financial, LLC211,706$16.2M8.57%-11,65213F-HRTimeline
Sowell Financial Services LLC208,861$16M0.59%+24,07313F-HRTimeline
Brown Financial Advisors208,257$15.9M6.04%+3,48813F-HRTimeline
Elm Partners Management LLC211,312$15.7M0.68%+168,33613F-HRTimeline
Kingsview Wealth Management, LLC204,086$15.6M0.21%+4,41513F-HRTimeline
CVFG LLC202,616$15.5M1.93%new13F-HRTimeline
Lord & Richards Wealth Management, LLC201,608$15.4M13.54%+8,15313F-HRTimeline
Hobbs Wealth Management, LLC200,472$15.3M15.18%+19,67613F-HRTimeline
NovaPoint Capital, LLC199,769$15.3M3.84%+1,47113F-HRTimeline
Park Place Capital Corp199,458$15.3M3.06%+41,62513F-HRTimeline
Independent Wealth Network Inc.199,352$15.3M4.53%+47,21413F-HRTimeline
Triad Wealth Partners, LLC199,215$15.2M1.21%+88,11813F-HRTimeline
Perennial Investment Advisors, LLC198,336$15.2M1.21%+52,55513F-HRTimeline
Tortoise Investment Management, LLC195,424$15M1.24%+28,02713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/195,447$15M0.02%+16,39813F-HRTimelineGroup
Daviman Financial, LLC193,848$14.8M8.77%+35,21813F-HRTimeline
RATIONAL ADVISORS, INC.193,154$14.8M1.51%+20313F-HRTimeline
MKT Advisors LLC189,562$14.7M4.93%+24,91313F-HRTimeline
SkyOak Wealth, LLC191,412$14.7M2.68%+1,67013F-HRTimeline
Hobbs Group Advisors, LLC190,005$14.5M4.35%+1,44913F-HRTimeline
My Portfolio Guide, LLC189,081$14.5M8%13F-HRTimeline
Mattson Financial Services, LLC183,725$14.1M3.36%-15,81213F-HRTimeline
Keystone Financial Services, LLC183,601$14.1M9.45%+3,60713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT182,380$14M1.57%+3,82613F-HRTimeline
BLAIR WILLIAM & CO/IL182,242$13.9M0.04%+8,48413F-HRTimeline
Kohmann Bosshard Financial Services, LLC182,167$13.9M1.36%-2,65413F-HR/ATimeline
Waterloo Capital, L.P.181,838$13.9M0.98%-12,24913F-HRTimeline
JPL Wealth Management, LLC181,309$13.9M3.19%+85,75213F-HR/ATimeline
Mutual Advisors, LLC180,725$13.8M0.3%-13,24913F-HRTimeline
Meridian Wealth Management, LLC180,158$13.8M0.49%-6,94213F-HRTimeline
&PARTNERS178,414$13.7M0.07%+74,43013F-HRTimeline
United Asset Strategies, Inc.178,807$13.7M1.09%-3,63113F-HRTimeline
Legacy Wealth Management, LLC / MS178,537$13.7M3.89%+4,68713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…178,143$13.6M0.19%-22,03113F-HRTimelineGroup
Advisory Services Network, LLC177,670$13.6M0.18%+2,89013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…176,593$13.5M0.02%+31,57013F-HRTimelineGroup
OMNI 360 Wealth, Inc.176,528$13.5M6.97%+5,79813F-HRTimeline
Valmark Advisers, Inc.175,780$13.5M0.16%+27513F-HRTimeline
Tidemark, LLC175,730$13.5M3.42%+60013F-HRTimeline
OARSMAN CAPITAL, INC.174,534$13.4M1.66%+9,06813F-HRTimeline
CSM Advisors, LLC174,083$13.3M0.33%-11,00013F-HRTimeline
ABOUND FINANCIAL, LLC173,920$13.3M5.81%-6,84713F-HRTimeline
GenWealth Group, Inc.172,196$13.2M2.25%+9,41113F-HRTimeline
Financial Futures Ltd Liability Co.172,073$13.2M5.79%+5,79913F-HRTimeline
Brio Consultants, LLC151,629$12.9M1.58%+90,18313F-HRTimeline
Towercrest Capital Management168,358$12.9M2.01%-87013F-HRTimeline
WealthTrak Capital Management LLC167,791$12.8M9.17%-2,18813F-HRTimeline
Slagle Financial, LLC167,611$12.8M4.24%+3,68413F-HRTimeline
Archford Capital Strategies, LLC167,293$12.8M1.47%-101,70913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.166,723$12.8M1.32%+1,17513F-HRTimeline
Cannon Wealth Management Services, LLC164,692$12.6M8.53%+4,45613F-HRTimeline
SeedSafe Financial LLC162,120$12.4M10.21%+13,40713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC161,503$12.4M3.77%+18,09313F-HRTimeline
Stone Summit Wealth LLC158,064$12.1M3.37%+1,33113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC157,435$12.1M0.39%+76,68013F-HRTimeline
Marathon Strategic Advisors, LLC155,353$11.9M8.55%+5,68113F-HRTimeline