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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,238 managers (1,255 13F filers) reported a position in SPYM shares at 2024-12-31, 536,995,009 shares in all. 110 filers opened a position and 51 filers sold out during the quarter.

Managers
1,238
13F filers
1,255
New
110
Added
552
Reduced
373
Sold out
51
Shares held by filers
536,995,009

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Clarus Wealth Advisors101,029$6.91M3.44%+3,57413F-HRTimeline
Selective Wealth Management, Inc.100,802$6.9M2.8%+11,58413F-HRTimeline
MMA ASSET MANAGEMENT LLC99,959$6.89M3.01%new13F-HRTimeline
Midwest Heritage Bank, FSB99,824$6.88M3.19%-13,36813F-HRTimeline
One Capital Management, LLC99,769$6.88M0.23%+2,62013F-HRTimeline
CENTAURUS FINANCIAL, INC.98,830$6.81M0.42%+2,53813F-HRTimeline
Steward Partners Investment Advisory, L…97,759$6.74M0.06%+68,88013F-HRTimeline
Trinity Wealth Management, LLC97,362$6.71M3.04%+3,09413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC97,298$6.71M0.01%+23,04913F-HRTimelineGroup
Range Financial Group LLC96,574$6.66M3.07%+51,84313F-HRTimeline
Values Added Financial LLC96,478$6.65M3.85%+3,44613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC96,400$6.65M0.01%+76,60013F-HRTimeline
Coppell Advisory Solutions LLC95,760$6.63M0.93%+28,04313F-HRTimeline
Astoria Portfolio Advisors LLC.95,268$6.52M2.33%new13F-HRTimeline
BlackDiamond Wealth Management, LLC94,555$6.52M3.77%+78313F-HRTimeline
Aspire Private Capital, LLC94,096$6.49M1.61%+3,61213F-HRTimeline
Moloney Securities Asset Management, LLC93,518$6.45M0.86%+6,95513F-HRTimeline
Convergence Financial, LLC93,434$6.44M1.28%-19,07813F-HRTimeline
Shepherd Financial Partners LLC93,323$6.43M0.77%+4,67613F-HRTimeline
BLAIR WILLIAM & CO/IL93,183$6.42M0.02%+59,49413F-HRTimeline
Perennial Investment Advisors, LLC92,459$6.37M0.75%+72,59213F-HRTimeline
Cooper Capital Advisors LLC92,198$6.36M6.59%13F-HRTimeline
WealthPLAN Partners, LLC91,112$6.28M0.89%-6,10213F-HRTimeline
Ashton Thomas Private Wealth, LLC90,328$6.23M0.24%+43,12913F-HRTimeline
LINCOLN CAPITAL CORP90,194$6.22M2.55%+2,44313F-HRTimeline
McKinley Carter Wealth Services, Inc.89,554$6.17M0.38%-8,75013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC89,508$6.17M0.28%-3,78913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp88,594$6.11M<0.01%+47,89813F-HRTimelineGroup
JBR Co Financial Management Inc88,305$6.09M3.71%+17,01113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC88,245$6.08M0.57%+16,22513F-HRTimeline
Wise Wealth Partners88,047$6.07M14.97%13F-HRTimeline
Tortoise Investment Management, LLC87,880$6.06M0.64%+20,04713F-HR/ATimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS87,724$6.05M<0.01%-4,59213F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…87,578$6.04M0.26%+11,96813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC87,223$6.01M0.48%-78913F-HRTimeline
Authentikos Wealth Advisory, LLC86,704$5.98M5.91%-4,95313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co85,617$5.9M0.44%+34,50913F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments84,858$5.85M0.37%+3,52613F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.84,505$5.83M2.15%new13F-HRTimeline
Strategic Financial Concepts, LLC84,500$5.83M1.12%+68,16913F-HR/ATimeline
E&G Advisors, LLC82,050$5.66M1.54%+7,05713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP81,750$5.64M<0.01%-28913F-HRTimelineGroup
Donald L. Hagan, LLC81,746$5.64M2.93%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC81,735$5.63M0.8%-9,63213F-HRTimeline
Arete Wealth Advisors, LLC81,164$5.6M0.4%+30,64013F-HRTimeline
Transcendent Capital Group LLC80,603$5.56M2.87%+1,78713F-HRTimeline
Vermillion & White Wealth Management Gr…80,249$5.53M4.08%+79,95613F-HRTimeline
Lifeworks Advisors, LLC79,950$5.51M1%-3,79513F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC79,934$5.51M2.79%new13F-HRTimeline
Emergent Wealth Advisors, LLC79,714$5.5M3.98%-1,76113F-HRTimeline
Syntegra Private Wealth Group, LLC79,474$5.48M0.62%-2,10913F-HRTimeline
Copia Wealth Management79,473$5.48M5.21%13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding79,387$5.47M-6,246Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV79,373$5.47M0.44%-7,97213F-HRTimeline
River Street Advisors LLC77,823$5.37M2.74%+3,53913F-HRTimeline
Upper Left Wealth Management, LLC76,133$5.25M4.49%+4,33413F-HRTimeline
Sowell Financial Services LLC75,040$5.17M0.27%-60,96213F-HRTimeline
Prostatis Group LLC74,344$5.13M1.49%+12,25613F-HRTimeline
Meridian Wealth Management, LLC74,254$5.12M0.24%+4,22813F-HRTimeline
Lunt Capital Management, Inc.73,410$5.06M1.97%+6,29413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC73,388$5.06M0.96%+2,66513F-HRTimeline
HBK Sorce Advisory LLC73,285$5.05M0.15%-1,02113F-HRTimeline
FINANCIAL COUNSELORS INC73,146$5.04M0.07%-24513F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC73,093$5.04M0.63%+25,59113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.72,959$5.03M1.94%+7613F-HRTimeline
Goodman Financial Corp72,416$4.99M1.07%-4,54613F-HRTimeline
Alpha Financial Partners LLC71,887$4.96M3.92%new13F-HRTimeline
Modera Wealth Management, LLC71,805$4.95M0.06%-10,27013F-HRTimeline
Vectors Research Management, LLC70,380$4.85M1.65%-5,58813F-HRTimeline
Beaumont Financial Advisors, LLC69,106$4.76M0.36%-1,14913F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC68,715$4.74M0.37%+20513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/68,605$4.73M<0.01%+28,13413F-HRTimelineGroup
Compass Wealth Management LLC68,423$4.72M1.14%+6,48813F-HRTimeline
Curtis Advisory Group, LLC67,392$4.65M1.23%-14,91313F-HRTimeline
Tilson Financial Group, Inc.66,965$4.62M1.88%+4,08213F-HRTimeline
Vantage Point Financial LLC66,872$4.61M2.48%13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…66,514$4.59M0.09%+60,62513F-HRTimelineGroup
BROGAN FINANCIAL, INC.65,262$4.5M2.2%+53,41813F-HRTimeline
ERn Financial, LLC65,216$4.5M0.67%-1,60113F-HRTimeline
Legacy Capital Group California, Inc.63,868$4.4M1.34%-4,36813F-HRTimeline
Venture Visionary Partners LLC62,819$4.33M0.18%+18,41313F-HR/ATimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC62,605$4.31M0.69%013F-HRTimelineGroup
Traynor Capital Management, Inc.62,220$4.29M0.33%-1,67513F-HRTimeline
USAdvisors Wealth Management, LLC61,349$4.23M1.37%-2,99213F-HRTimeline
Financial Security Advisor, Inc.61,314$4.23M1.07%-1,63613F-HRTimeline
Catalina Capital Group, LLC61,313$4.23M1.39%+85313F-HRTimeline
MKT Advisors LLC59,761$4.2M1.83%+9,09913F-HRTimeline
Per Stirling Capital Management, LLC.60,901$4.2M0.6%+78213F-HRTimeline
Cushing Capital Partners, LLC60,261$4.15M4%13F-HRTimeline
J.W. COLE ADVISORS, INC.59,795$4.12M0.17%+16,12713F-HRTimeline
Tempus Wealth Planning, LLC59,766$4.12M1.26%+26,09413F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …59,658$4.11M0.53%new13F-HRTimelineGroup
Tower View Wealth Management LLC59,654$4.11M2.17%+17,45513F-HRTimeline
Latitude Advisors, LLC59,635$4.11M2.32%+16,95713F-HRTimeline
Great Lakes Retirement, Inc.59,196$4.08M0.53%-6,89913F-HRTimeline
Beacon Financial Advisory LLC58,935$4.06M1.32%+3,55513F-HRTimeline
Ciovacco Capital Management LLC58,680$4.05M2.31%+8,41313F-HRTimeline
BIP Wealth, LLC58,657$4.04M0.27%+6,66913F-HRTimeline
TRUEFG, LLC58,242$4.02M1.31%+10113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC57,428$3.96M0.01%+26,85613F-HRTimelineGroup
FULLCIRCLE WEALTH LLC54,588$3.92M1.6%+8,87213F-HRTimeline
CAP Partners, LLC56,445$3.89M2.74%new13F-HRTimeline
Meridian Financial Advisors, LLC56,429$3.89M2.69%+57213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC55,881$3.85M0.28%-27513F-HRTimeline
MSH Capital Advisors LLC55,805$3.85M1.21%+5,25613F-HRTimeline
Bestgate Wealth Advisors, LLC55,771$3.84M7.72%13F-HRTimeline
Alesco Advisors, LLC, An ESL Co55,708$3.84M0.12%+12,14013F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV55,177$3.8M0.22%13F-HR/ATimeline
Beacon Pointe Advisors, LLC54,676$3.77M0.04%-5,08113F-HRTimeline
Triton Financial Group Inc54,281$3.74M2.34%-72113F-HRTimeline
ACT Advisors, LLC.53,702$3.7M1.99%+4,60513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/52,824$3.64M<0.01%+29,00613F-HRTimelineGroup
Perigon Wealth Management, LLC52,091$3.63M0.09%+3,12313F-HRTimeline
Wescott Financial Advisory Group, LLC52,510$3.62M0.38%-32713F-HRTimeline
TWO SIGMA SECURITIES, LLC52,368$3.61M0.65%new13F-HRTimeline
Federation des caisses Desjardins du Qu…52,356$3.61M0.02%+90613F-HRTimeline
Triad Wealth Partners, LLC52,224$3.6M1.3%-34,89413F-HRTimeline
NAPA WEALTH MANAGEMENT52,161$3.6M1.55%+11,34113F-HRTimeline
HWG Holdings LP51,314$3.54M1.16%+16,71413F-HRTimeline
HF Advisory Group, LLC51,027$3.52M1.62%-2013F-HRTimeline
Farther Finance Advisors, LLC50,994$3.52M0.13%-7,64913F-HRTimeline
SWMG, LLC49,271$3.51M1.4%+14413F-HRTimeline
Balentine LLC50,817$3.5M0.14%-3,03013F-HRTimeline
Semmax Financial Advisors Inc.48,528$3.48M0.93%+5,04013F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC50,380$3.47M1.63%-43013F-HRTimeline
BEACON FINANCIAL GROUP50,377$3.47M0.37%-17413F-HRTimeline
Lord & Richards Wealth Management, LLC50,109$3.45M7.29%13F-HRTimeline
Compass Financial Group, Inc.49,961$3.44M1.65%-1,67113F-HRTimeline
Fonville Wealth Management LLC49,935$3.44M1.14%+1,73713F-HRTimeline
JDM Financial Group LLC49,622$3.42M1.78%-28413F-HRTimeline
Commonwealth Financial Services, LLC49,409$3.41M0.67%+3,02113F-HRTimeline
CATALYST PRIVATE WEALTH, LLC49,369$3.4M1.52%013F-HRTimeline
NorthCrest Asset Manangement, LLC49,087$3.38M0.1%+49813F-HR/ATimeline
High Probability Advisors, LLC48,733$3.36M0.6%+5,26213F-HRTimeline
Foundations Investment Advisors, LLC48,036$3.31M0.06%-8,46113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management47,596$3.28M0.1%+2,24413F-HRTimelineGroup
RDA Financial Network47,550$3.28M0.96%+11,52813F-HRTimeline
VICUS CAPITAL46,769$3.22M0.29%-83013F-HRTimeline
Cooper Financial Group46,687$3.22M0.39%+17,29513F-HRTimeline
Vickerman Investment Advisors, Inc.46,638$3.22M0.87%-2,07713F-HRTimeline
Eagle Ridge Investment Management45,961$3.17M0.28%+29,80413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FWG Investments, LLC.45,769$3.16M2.45%+86613F-HRTimeline
Avantax Planning Partners, Inc.45,744$3.15M0.11%+2613F-HRTimeline
JSF Financial, LLC45,419$3.13M0.84%+48213F-HRTimeline
Atlas Private Wealth Advisors44,858$3.09M0.44%+36,42213F-HRTimeline
Bison Wealth, LLC44,816$3.09M0.38%13F-HRTimeline
Investor's Fiduciary Advisor Network, L…44,745$3.08M1.18%13F-HRTimeline
CW Advisors, LLC44,362$3.06M0.04%+5913F-HRTimeline
TUDOR INVESTMENT CORP ET AL44,154$3.04M0.03%-117,37413F-HRTimeline
Plan A Wealth LLC43,945$3.03M2.77%13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP43,751$3.02M<0.01%new13F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC43,669$3M0.89%+1,45313F-HRTimeline
Buckingham Capital Management, Inc.43,395$2.99M0.34%-4,63213F-HRTimeline
Synergy Investment Management, LLC43,037$2.97M1.28%13F-HRTimeline
GRIES FINANCIAL LLC42,602$2.94M0.52%+35413F-HRTimeline
Park Place Capital Corp42,530$2.93M0.82%+21,55713F-HRTimeline
B. Riley Wealth Advisors, Inc.42,361$2.92M0.1%-11,68913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC42,334$2.92M0.22%013F-HRTimeline
Pinnacle Family Advisors, LLC42,319$2.92M1.41%-1,38213F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…42,228$2.91M0.45%+28913F-HRTimelineGroup
Aldebaran Financial Inc.42,028$2.91M3.4%+3,87313F-HRTimeline
Cornerstone Wealth Group, LLC41,886$2.89M0.24%+27,89213F-HRTimeline
Annex Advisory Services, LLC41,633$2.87M0.09%+1,94913F-HRTimeline
Intrepid Financial Planning Group LLC41,414$2.86M1.21%+1,15613F-HRTimeline
GREENLEAF TRUST41,387$2.85M0.03%+37113F-HRTimeline
NOVUS ADVISORS, LLC41,314$2.85M2.84%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC41,267$2.84M0.09%+2,17313F-HRTimeline
HRT FINANCIAL LP40,691$2.81M0.01%new13F-HRTimeline
Vestment Financial LLC40,194$2.78M2.13%13F-HRTimeline
RMR Wealth Builders39,833$2.75M0.28%+22,16113F-HR/ATimeline
American Investment Services, Inc.39,743$2.74M0.48%-96913F-HR/ATimeline
McHugh Group, LLC38,943$2.7M2.02%13F-HRTimeline
GeoWealth Management, LLC39,020$2.69M0.09%-6,27013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC39,000$2.69M0.09%013F-HRTimeline
WR Wealth Planners, LLC38,934$2.68M0.86%-39,80513F-HRTimeline
Asset Allocation Strategies LLC37,670$2.67M0.64%+33,92613F-HRTimeline
Talon Private Wealth, LLC38,010$2.62M0.55%+28,77513F-HR/ATimeline
Schrum Private Wealth Management LLC37,217$2.57M2.17%-29,41513F-HRTimeline
LexAurum Advisors, LLC37,098$2.56M0.51%+3513F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC37,021$2.55M0.47%new13F-HRTimelineGroup
COLTON GROOME FINANCIAL ADVISORS, LLC36,849$2.54M0.97%+3,11313F-HRTimeline
MFG WEALTH MANAGEMENT, INC.36,683$2.53M2.32%13F-HRTimeline
Arista Wealth Management, LLC36,533$2.52M0.6%013F-HRTimeline
Dakota Wealth Management36,466$2.51M0.06%+3,23113F-HRTimeline
Worth Financial Advisory Group, LLC36,312$2.5M1.54%-57913F-HRTimeline
Slagle Financial, LLC36,040$2.48M1.12%+3,10813F-HRTimeline
Heritage Family Offices, LLP35,982$2.48M1.24%+2,41513F-HRTimeline
Corundum Group, Inc.35,473$2.45M0.91%new13F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.35,444$2.44M0.82%-49,29513F-HRTimeline
Westover Capital Advisors, LLC35,436$2.44M0.54%-34,39213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding35,657$2.44M+755Timeline
DEARBORN PARTNERS LLC35,179$2.43M0.1%+10,35313F-HRTimeline
Arkadios Wealth Advisors34,976$2.41M0.13%-56113F-HRTimeline
JNBA Financial Advisors34,633$2.39M0.24%-1,07013F-HRTimeline
NAPATREE CAPITAL LLC34,350$2.37M1.39%+30,74713F-HRTimeline
PRIVATE TRUST CO NA34,335$2.37M0.24%+1,73213F-HRTimeline
Schneider Downs Wealth Management Advis…33,680$2.32M0.44%+71313F-HRTimeline
CALTON & ASSOCIATES, INC.33,522$2.31M1.02%-26,78113F-HRTimeline
LifeWealth Investments, LLC33,450$2.31M1.53%13F-HRTimeline
CONDOR CAPITAL MANAGEMENT33,263$2.29M0.2%-34413F-HRTimeline