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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,708 managers (1,732 13F filers) reported a position in SPYM shares at 2026-06-30, 1,317,701,100 shares in all. 176 filers opened a position and 52 filers sold out during the quarter.

Managers
1,708
13F filers
1,732
New
176
Added
891
Reduced
462
Sold out
52
Shares held by filers
1,317,701,100

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Fortitude Financial, LLC188,087$16.5M14.85%-23,61913F-HRTimeline
Trajan Wealth LLC187,165$16.4M0.62%+127,60713F-HRTimeline
Hobbs Group Advisors, LLC186,649$16.4M4.32%-3,35613F-HRTimeline
Valmark Advisers, Inc.185,101$16.3M0.17%+9,32113F-HRTimeline
Brio Consultants, LLC183,922$16.2M1.89%+32,29313F-HRTimeline
Keystone Financial Services, LLC183,436$16.1M9.69%-16513F-HRTimeline
Integrity Advisory Solutions, LLC183,088$16.1M1.66%+40,66613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT181,706$16M1.6%-67413F-HRTimeline
Advyzon Investment Management, LLC181,454$15.9M1.16%+30,24713F-HRTimeline
ARWA LLC178,654$15.8M6.55%-26,10713F-HRTimeline
Advisory Services Network, LLC179,337$15.8M0.18%+1,66713F-HRTimeline
Chatterton & Associates Inc.177,211$15.7M9.23%+84,48613F-HRTimeline
Kohmann Bosshard Financial Services, LLC177,517$15.6M1.32%-4,65013F-HRTimeline
Spectrum Planning & Advisory Services I…177,442$15.6M6.98%+102,56513F-HRTimeline
Balefire, LLC177,210$15.6M2.54%+72,75713F-HRTimeline
Pure Financial Advisors, LLC175,951$15.5M0.2%+55,13313F-HRTimeline
United Asset Strategies, Inc.175,724$15.4M1.09%-3,08313F-HRTimeline
Meridian Wealth Management, LLC174,804$15.4M0.48%-5,35413F-HRTimeline
Paladin Wealth, LLC174,264$15.3M8.91%+19,03113F-HRTimeline
CSM Advisors, LLC174,083$15.3M0.33%013F-HRTimeline
RATIONAL ADVISORS, INC.173,941$15.3M1.4%-19,21313F-HRTimeline
Towercrest Capital Management173,788$15.3M2.13%+5,43013F-HRTimeline
SeedSafe Financial LLC172,714$15.2M10.93%+10,59413F-HRTimeline
Financial Futures Ltd Liability Co.171,527$15.1M5.74%-54613F-HRTimeline
ABOUND FINANCIAL, LLC171,027$15M5.99%-2,89313F-HRTimeline
GenWealth Group, Inc.170,111$14.9M2.33%-2,08513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC169,691$14.9M0.02%+24,89113F-HRTimeline
Cannon Wealth Management Services, LLC169,315$14.9M8.14%+4,62313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.168,853$14.8M1.41%+2,13013F-HRTimeline
PAX Financial Group, LLC165,376$14.5M2.16%+47,87113F-HRTimeline
Slagle Financial, LLC163,506$14.4M4.3%-4,10513F-HRTimeline
Stone Summit Wealth LLC162,191$14.3M3.62%+4,12713F-HRTimeline
JNBA Financial Advisors162,121$14.2M1.08%+22,32613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC160,649$14.1M0.04%+14,62313F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT160,482$14.1M0.82%+141,34713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC160,282$14.1M0.22%+2,84713F-HRTimeline
JBR Co Financial Management Inc159,875$14M5.13%+24,42913F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC159,494$14M1.75%+19,80113F-HRTimeline
DAVENPORT & Co LLC158,414$13.9M0.07%+7,22113F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC157,363$13.8M1.3%+11,58113F-HRTimeline
Wise Wealth Partners155,711$13.7M23.26%-98,96413F-HRTimeline
Summit Financial, LLC155,676$13.7M0.15%+16,46013F-HRTimeline
RAINIER FAMILY WEALTH INC155,238$13.6M7.76%+7,09713F-HRTimeline
49 WEALTH MANAGEMENT, LLC155,008$13.6M2.6%-1,254,18513F-HR/ATimeline
ALONGSIDE, LLC155,008$13.6M2.6%13F-HRTimeline
Arax Advisory Partners154,993$13.6M0.09%+124,77713F-HRTimeline
Black Swift Group, LLC154,046$13.5M1.96%+4,99613F-HRTimeline
Marathon Strategic Advisors, LLC153,363$13.5M7.61%-1,99013F-HRTimeline
Savvy Advisors, Inc.153,247$13.5M0.29%+1,03213F-HRTimeline
Patriot Financial Group Insurance Agenc…150,877$13.3M1.36%-77,16513F-HRTimeline
WealthPoint Financial, LLC150,414$13.2M9.64%+61,43213F-HRTimeline
Ridgeline Wealth, LLC150,016$13.2M7.71%+11613F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…148,796$13.1M1.3%+56,98213F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co147,160$12.9M0.55%+2,14313F-HRTimeline
Clarity Retirement & Wealth, LLC147,034$12.9M8.93%+8,52313F-HRTimeline
Astoria Portfolio Advisors LLC.146,895$12.9M2.18%-55,10113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP146,258$12.9M0.6%+17,07513F-HRTimeline
Gambit Capital Management, LLC146,217$12.8M7.49%+5,10113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP145,061$12.7M0.02%-89,15013F-HR/ATimelineGroup
One Degree Advisors Inc144,457$12.7M2.83%+3,23113F-HRTimeline
Metis Global Partners, LLC142,447$12.5M0.28%+128,57513F-HRTimeline
Fosun International Ltd142,160$12.5M2.8%new13F-HRTimeline
Perennial Advisors, LLC140,225$12.3M1.9%+45,17113F-HRTimeline
SUTTON PLACE INVESTORS LLC139,693$12.3M5.94%+30,86613F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC139,469$12.3M9.82%+1,71613F-HRTimeline
THEORY FINANCIAL LLC139,379$12.2M3.86%+55,92813F-HRTimeline
BIP Wealth, LLC139,300$12.2M0.35%+16,96013F-HRTimeline
Alliance Wealth Management Group138,155$12.1M2.36%+2,30413F-HRTimeline
HBK INVESTMENTS L P137,616$12.1M0.14%+17,07713F-HR/ATimeline
Venture Visionary Partners LLC135,710$11.9M0.33%+2,25013F-HRTimeline
GTS SECURITIES LLC135,694$11.9M0.25%+13,31213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding136,884$11.9M+64,633Timeline
Sanchez Wealth Management Group134,586$11.8M2.07%+35,35613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.134,440$11.8M6.95%+27,13213F-HRTimeline
Alesco Advisors, LLC, An ESL Co131,665$11.6M0.27%-5,82013F-HRTimeline
Steelhead Wealth Management LLC131,652$11.6M4.66%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC131,558$11.6M0.71%+1,64313F-HRTimeline
AGUR PROVIDENT & TRAINING FUNDS MANAGEM…1,391,894$11.5M62.39%13F-HRTimeline
Strategic Advisors LLC129,607$11.4M2.49%-66913F-HRTimeline
Guardian Asset Advisors, LLC128,758$11.3M5.22%+9,11913F-HRTimeline
Tower View Wealth Management LLC127,446$11.2M4.93%+3,39413F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.126,464$11.1M3.13%-7,83513F-HRTimeline
Columbia River Financial Group, LLC125,249$11M5.91%-12213F-HRTimeline
Schwallier Wealth Management LLC125,145$11M6.95%+99,83713F-HRTimeline
ARVEST INVESTMENTS, INC.124,408$10.9M1.32%+3,83113F-HRTimeline
Prime Capital Investment Advisors, LLC121,857$10.7M0.1%+18,54313F-HRTimeline
ARQ WEALTH ADVISORS, LLC121,370$10.7M1.32%+10,94113F-HRTimeline
WorthPointe, LLC121,212$10.7M2.68%+7,80513F-HRTimeline
Upper Left Wealth Management, LLC121,120$10.6M5.9%+57313F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC120,886$10.6M2.89%-1,70313F-HRTimeline
NorthCrest Asset Manangement, LLC119,868$10.6M0.27%+60,17513F-HRTimeline
XY Planning Network, Inc.120,473$10.6M1.33%+61,60413F-HRTimeline
Abound Wealth Management120,207$10.6M2.1%+18,01813F-HRTimeline
Cordoba Advisory Partners LLC120,183$10.6M2.24%-6,21213F-HRTimeline
Cooper Capital Advisors LLC119,650$10.5M4.56%+4,86413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC119,311$10.5M0.05%+23,33613F-HRTimeline
River Street Advisors LLC118,387$10.4M3.06%+6,12113F-HRTimeline
Crestwood Advisors Group, LLC118,234$10.4M0.15%-10,29413F-HRTimeline
WELCH CAPITAL PARTNERS LLC/NY117,765$10.3M2.03%-2,17213F-HRTimeline
StoneCrest Wealth Management, Inc.117,314$10.3M3.29%-10,64913F-HRTimeline
Baltimore-Washington Financial Advisors…116,985$10.3M0.38%-5,96913F-HRTimeline
Foundations Investment Advisors, LLC116,689$10.3M0.11%-2,30813F-HRTimeline
Clarus Wealth Advisors116,667$10.2M3.94%-71013F-HRTimeline
Cobblestone Asset Management LLC116,376$10.2M4.27%+1,81613F-HRTimeline
Compound Planning, Inc.116,373$10.2M0.27%+29,51913F-HRTimeline
6th Street Advisors, LLC115,973$10.2M5.86%-97613F-HRTimeline
Bull Oak Capital, LLC115,774$10.2M3.39%-1,70913F-HRTimeline
FFG RETIREMENT ADVISORS LLC115,034$10.1M5.35%+23,05213F-HRTimeline
Ethos Financial Group, LLC114,227$10M0.67%-24,40413F-HRTimeline
Trademark Financial Management, LLC113,887$10M4.1%+15,80213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT113,533$9.98M0.66%-18,76413F-HRTimeline
Independence Wealth Advisors, LLC113,481$9.97M5%+82,70113F-HRTimeline
Worth Asset Management, LLC113,145$9.94M3.18%+4,86413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC112,634$9.9M0.56%+2,59213F-HRTimeline
Elevated Capital Advisors, LLC111,996$9.84M2.71%-13,60513F-HRTimeline
MMA ASSET MANAGEMENT LLC111,749$9.82M3.12%-71213F-HRTimeline
OPTIMA CAPITAL LLC111,637$9.81M3.87%+6,56513F-HRTimeline
BlackDiamond Wealth Management, LLC107,665$9.8M3.96%-16,49113F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC108,983$9.58M2.39%+5,35413F-HRTimeline
CacheTech Inc.108,682$9.55M1.55%+4,21013F-HRTimeline
Morling Financial Advisors, LLC108,424$9.53M2.65%-1,26413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC108,344$9.52M0.17%+213F-HRTimeline
ERn Financial, LLC108,169$9.51M1.57%+5,88213F-HRTimeline
WealthPLAN Partners, LLC106,502$9.36M1.79%+39,32213F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC106,384$9.35M0.89%+1,71913F-HRTimeline
Vantage Point Financial LLC105,897$9.31M2.84%+12,22113F-HRTimeline
Adams Wealth Management105,611$9.28M1.78%+1,13913F-HRTimeline
Talon Private Wealth, LLC105,474$9.27M1.08%-1,48313F-HRTimeline
E&G Advisors, LLC105,138$9.24M1.78%+12,28813F-HRTimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV104,481$9.17M1.93%+1,53613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC103,875$9.13M2.94%+3,39913F-HRTimeline
Apeiron RIA LLC103,448$9.09M2.33%-28,49213F-HRTimeline
CENTAURUS FINANCIAL, INC.102,623$9.02M0.35%-10,06513F-HRTimeline
Bison Wealth, LLC101,837$9.01M0.83%+47,15713F-HRTimeline
Trinity Wealth Management, LLC102,436$9M2.86%+2,51413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…102,252$8.99M0.76%-2,04913F-HRTimelineGroup
Steward Partners Investment Advisory, L…102,154$8.98M0.05%+18,32213F-HRTimeline
Parallel Advisors, LLC100,977$8.87M0.14%+31,42413F-HRTimeline
Values Added Financial LLC100,964$8.87M3.2%-26813F-HRTimeline
Quantinno Capital Management LP100,153$8.8M0.01%+35,40213F-HRTimeline
Tempus Wealth Planning, LLC100,050$8.79M1.72%+32,39213F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC100,005$8.77M1.36%013F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.99,508$8.74M2.7%+6,19313F-HRTimeline
SageView Advisory Group, LLC98,451$8.65M0.28%+83,03613F-HRTimeline
Turning Point Benefit Group, Inc.98,369$8.64M3.72%-43,35813F-HRTimeline
DEARBORN PARTNERS LLC98,271$8.64M0.49%+22,00913F-HR/ATimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV97,784$8.59M0.41%-10,31313F-HRTimeline
Regal Investment Advisors LLC96,590$8.49M0.44%-2,44813F-HRTimeline
Tandem Investment Partners LLC96,466$8.48M6.53%+2,68813F-HRTimeline
ATX Financial Planning, LLC95,848$8.42M5.57%+19,54413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding95,526$8.39M+49,972Timeline
Compass Wealth Management LLC95,428$8.39M1.59%+7,60813F-HRTimeline
Financial Guidance Group, Inc.95,230$8.37M3.13%+4,67913F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC95,034$8.35M7.08%+29,56013F-HRTimeline
Kroeger Financial Partners94,948$8.34M8.06%13F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC94,837$8.33M0.1%+4,65713F-HRTimelineGroup
Range Financial Group LLC94,410$8.3M2.27%-87113F-HRTimeline
Aspire Private Capital, LLC93,845$8.25M1.7%+3,39213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.93,773$8.24M4.67%+4,42213F-HRTimeline
Commonwealth Financial Services, LLC93,698$8.23M1.11%+2,49513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP93,449$8.21M<0.01%-2,28913F-HRTimelineGroup
PCG Wealth Advisors, LLC93,290$8.2M1.83%-8,41913F-HRTimeline
TD Capital Management LLC93,143$8.19M0.67%+47,59713F-HRTimeline
Fortis Group Advisors, LLC92,720$8.15M1.3%+1,29713F-HRTimeline
Integrated Wealth Management91,906$8.08M8.53%+21,10413F-HRTimeline
NWAM LLC89,885$7.9M0.39%+9,15213F-HRTimeline
Capital Asset Advisory Services LLC89,126$7.83M0.28%-3,98113F-HRTimeline
Shepherd Financial Partners LLC88,978$7.82M0.64%+1,44913F-HRTimeline
Boothe Investment Group, Inc.88,218$7.75M2.44%-6,34513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC87,972$7.73M2.9%-18,69513F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD87,742$7.71M0.05%-17713F-HRTimelineGroup
Brown Miller Wealth Management, LLC87,619$7.7M1.94%+5,34113F-HRTimeline
Financial Security Advisor, Inc.87,337$7.68M1.25%+22,42513F-HRTimeline
Midwest Heritage Bank, FSB86,249$7.58M2.15%+1313F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC84,787$7.45M0.49%+5,65213F-HRTimeline
Spartan Wealth Advisory Services LLC84,142$7.39M0.61%+26,27413F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…82,873$7.28M0.79%+16,50913F-HRTimelineGroup
Smartleaf Asset Management LLC83,527$7.28M0.24%013F-HRTimeline
Etesian Wealth Advisors, Inc.82,399$7.24M2.14%+2,75813F-HRTimeline
Financial Solutions Advisory Group, Inc.81,802$7.24M0.92%-1,25213F-HRTimeline
BROGAN FINANCIAL, INC.81,365$7.15M2.87%+2,33413F-HRTimeline
Golden State Wealth Management, LLC80,364$7.06M0.64%+6,41613F-HRTimeline
Beacon Financial Advisory LLC80,329$7.06M1.39%+21,25613F-HRTimeline
Aldebaran Financial Inc.79,686$7M5.69%+10,97513F-HRTimeline
NVWM, LLC79,364$6.97M1.41%+17,36413F-HRTimeline
Cassilly Financial Group LLC77,920$6.85M4.97%+29,54913F-HR/ATimeline
Meridian Financial Advisors, LLC77,729$6.83M3.28%+3,48013F-HRTimeline
Horizon Wealth Management, LLC77,591$6.82M0.87%+5813F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.77,516$6.81M1.68%+76,93413F-HRTimeline
Uniting Wealth Partners, LLC77,471$6.81M1.38%+1,16213F-HRTimeline
BlueChip Wealth Advisors LLC77,003$6.77M2.57%+62,33713F-HRTimeline
Continuum Advisory, LLC76,643$6.74M0.54%+45713F-HRTimeline
Tilson Financial Group, Inc.76,306$6.71M1.84%+3,75313F-HRTimeline
Syntegra Private Wealth Group, LLC76,080$6.69M0.52%+4,71513F-HRTimeline
Roan Capital Partners74,351$6.53M5.42%+24,35613F-HRTimeline
Transcendent Capital Group LLC74,203$6.52M2.54%-3,94113F-HRTimeline
Timmons Wealth Management, LLC74,098$6.51M4.76%+89813F-HRTimeline
Bluespring Wealth Management, LLC73,871$6.49M0.12%new13F-HRTimeline
TRUEFG, LLC73,621$6.47M1.51%+82213F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA73,470$6.46M1.22%+6,84913F-HRTimeline