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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,277 managers (1,294 13F filers) reported a position in SPYM shares at 2025-03-31, 622,764,721 shares in all. 117 filers opened a position and 70 filers sold out during the quarter.

Managers
1,277
13F filers
1,294
New
117
Added
598
Reduced
427
Sold out
70
Shares held by filers
622,764,721

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Kingsview Wealth Management, LLC109,382$7.19M0.14%-2,42713F-HRTimeline
Selective Wealth Management, Inc.114,524$7.19M3.13%+13,72213F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC109,193$7.18M0.73%-14,09213F-HRTimeline
One Capital Management, LLC108,028$7.1M0.24%+8,25913F-HRTimeline
Pine Valley Investments Ltd Liability Co107,900$7.1M0.46%+3,39313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP107,452$7.07M0.53%-56,32413F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…107,438$7.07M0.77%+2,10813F-HR/ATimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…105,443$6.93M1.25%-23,15213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC104,153$6.85M0.65%+15,90813F-HRTimeline
MMA ASSET MANAGEMENT LLC103,958$6.84M2.88%+3,99913F-HRTimeline
Paladin Wealth, LLC103,704$6.82M6.13%-38,42913F-HRTimeline
JBR Co Financial Management Inc103,146$6.78M3.97%+14,84113F-HRTimeline
My Legacy Advisors, LLC102,802$6.76M2.61%-8,35313F-HRTimeline
CENTAURUS FINANCIAL, INC.102,643$6.75M0.41%+3,81313F-HRTimeline
BLAIR WILLIAM & CO/IL102,188$6.72M0.02%+9,00513F-HRTimeline
Elios Financial Group Inc.102,074$6.71M3.31%-1,08813F-HRTimeline
Tortoise Investment Management, LLC101,990$6.71M0.7%+14,11013F-HR/ATimeline
Moloney Securities Asset Management, LLC101,602$6.68M0.9%+8,08413F-HRTimeline
Fortis Group Advisors, LLC101,176$6.65M1.29%-52,62813F-HRTimeline
Transce3nd, LLC101,387$6.6M2.95%-18,68613F-HRTimeline
Meridian Wealth Management, LLC100,191$6.59M0.32%+25,93713F-HRTimeline
Tower View Wealth Management LLC99,548$6.55M3.81%+39,89413F-HRTimeline
LINCOLN CAPITAL CORP99,462$6.54M2.72%+9,26813F-HRTimeline
BlackDiamond Wealth Management, LLC98,248$6.52M4.41%+3,69313F-HRTimeline
Lord & Richards Wealth Management, LLC99,027$6.51M7.38%+48,91813F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC98,689$6.49M0.78%+25,59613F-HRTimeline
Worth Asset Management, LLC98,638$6.49M3.54%-5,40913F-HRTimeline
Trinity Wealth Management, LLC98,103$6.45M2.95%+74113F-HRTimeline
Triad Wealth Partners, LLC98,096$6.45M2.01%+45,87213F-HRTimeline
Values Added Financial LLC97,154$6.39M3.54%+67613F-HRTimeline
Range Financial Group LLC96,394$6.34M2.81%-18013F-HRTimeline
Midwest Heritage Bank, FSB96,156$6.32M2.6%-3,66813F-HRTimeline
CW Advisors, LLC94,997$6.25M0.07%+50,63513F-HRTimeline
Manhattan West Asset Management, LLC94,657$6.22M1.59%-18,81913F-HRTimeline
Cooper Capital Advisors LLC94,580$6.22M6.67%+2,38213F-HRTimeline
Upper Left Wealth Management, LLC94,393$6.21M4.45%+18,26013F-HRTimeline
Shepherd Financial Partners LLC91,148$5.99M0.7%-2,17513F-HRTimeline
OLD MISSION CAPITAL LLC90,884$5.98M0.12%new13F-HRTimeline
Csenge Advisory Group96,090$5.95M0.34%-35,32013F-HRTimeline
Aspire Private Capital, LLC90,428$5.95M1.48%-3,66813F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.89,671$5.9M2.14%+5,16613F-HRTimeline
Cornerstone Wealth Group, LLC89,516$5.89M0.49%+47,63013F-HRTimeline
Tandem Investment Partners LLC88,745$5.84M5.76%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC88,670$5.83M0.27%-83813F-HRTimelineGroup
River Street Advisors LLC88,624$5.83M2.89%+10,80113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC88,586$5.83M0.01%+31,15813F-HR/ATimelineGroup
Donald L. Hagan, LLC87,535$5.76M3%+5,78913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC87,296$5.74M0.46%+7313F-HRTimeline
E&G Advisors, LLC84,481$5.56M1.57%+2,43113F-HRTimeline
WealthPLAN Partners, LLC83,978$5.52M0.78%-7,13413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…83,453$5.49M0.25%-4,12513F-HRTimeline
Strategic Financial Concepts, LLC83,295$5.48M1.03%-1,20513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC81,843$5.38M1.02%+8,45513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP81,459$5.36M<0.01%-29113F-HRTimelineGroup
Copia Wealth Management81,440$5.36M4.95%+1,96713F-HRTimeline
Parcion Private Wealth LLC81,019$5.33M0.43%-327,26613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.80,999$5.33M4.05%-19,05713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC79,812$5.25M0.73%-1,92313F-HRTimeline
McKinley Carter Wealth Services, Inc.79,627$5.24M0.32%-9,92713F-HRTimeline
COURIER CAPITAL LLC79,135$5.2M0.34%-24,01513F-HRTimeline
Robertson Stephens Wealth Management, L…79,123$5.2M0.19%-70,20013F-HRTimeline
Centric Wealth Management78,739$5.18M1.36%-219,54113F-HRTimeline
Lunt Capital Management, Inc.78,707$5.18M1.88%+5,29713F-HRTimeline
NAPATREE CAPITAL LLC78,563$5.17M2.91%+44,21313F-HRTimeline
Transcendent Capital Group LLC77,758$5.11M2.88%-2,84513F-HRTimeline
Vantage Point Financial LLC77,401$5.09M2.56%+10,52913F-HRTimeline
Syntegra Private Wealth Group, LLC76,961$5.06M0.59%-2,51313F-HRTimeline
HBK Sorce Advisory LLC76,694$5.04M0.15%+3,40913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV76,466$5.03M0.4%-2,90713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS75,374$4.96M<0.01%-12,35013F-HRTimelineGroup
FINANCIAL COUNSELORS INC73,321$4.82M0.07%+17513F-HRTimeline
Goodman Financial Corp73,296$4.82M1.04%+88013F-HRTimeline
Tilson Financial Group, Inc.73,110$4.81M1.9%+6,14513F-HRTimeline
Jackson, Grant Investment Advisers, Inc.72,940$4.8M1.86%-1913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/72,627$4.78M<0.01%+4,02213F-HRTimelineGroup
Alpha Financial Partners LLC71,887$4.73M3.79%013F-HRTimeline
Leverty Financial Group, LLC70,700$4.65M1.9%+57,57813F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC70,335$4.63M0.36%+1,62013F-HRTimeline
Modera Wealth Management, LLC70,124$4.61M0.06%-1,68113F-HRTimeline
Wise Wealth Partners69,853$4.59M10.97%-18,19413F-HRTimeline
Farther Finance Advisors, LLC69,284$4.57M0.12%+18,29013F-HRTimeline
Tempus Wealth Planning, LLC69,200$4.55M1.36%+9,43413F-HRTimeline
Beaumont Financial Advisors, LLC68,968$4.54M0.36%-13813F-HRTimeline
Alesco Advisors, LLC, An ESL Co68,538$4.51M0.14%+12,83013F-HRTimeline
Vectors Research Management, LLC67,660$4.45M1.56%-2,72013F-HRTimeline
BROGAN FINANCIAL, INC.67,279$4.42M2.15%+2,01713F-HRTimeline
ERn Financial, LLC67,123$4.41M0.7%+1,90713F-HRTimeline
Emergent Wealth Advisors, LLC66,271$4.36M3.16%-13,44313F-HRTimeline
TRUEFG, LLC65,746$4.32M1.42%+7,50413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…65,633$4.32M0.11%-93,45313F-HRTimelineGroup
Lifeworks Advisors, LLC64,888$4.27M0.71%-15,06213F-HRTimeline
Prime Capital Investment Advisors, LLC64,832$4.26M0.05%+46,72013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC64,788$4.26M0.05%+10,56713F-HRTimelineGroup
Financial Security Advisor, Inc.64,733$4.26M1.08%+3,41913F-HRTimeline
MKT Advisors LLC71,381$4.24M1.99%+11,62013F-HRTimeline
MSH Capital Advisors LLC63,878$4.2M1.3%+8,07313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…63,547$4.18M0.08%-2,96713F-HRTimelineGroup
Prostatis Group LLC63,338$4.17M1.31%-11,00613F-HRTimeline
Brown Miller Wealth Management, LLC63,097$4.15M1.44%new13F-HRTimeline
Legacy Capital Group California, Inc.62,979$4.14M1.44%-88913F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC62,605$4.13M0.55%013F-HRTimelineGroup
GeoWealth Management, LLC62,565$4.11M0.17%+23,54513F-HRTimeline
Beacon Financial Advisory LLC62,525$4.11M1.25%+3,59013F-HRTimeline
Compass Wealth Management LLC61,821$4.07M1.04%-6,60213F-HRTimeline
LifeWealth Investments, LLC61,560$4.05M1.95%+28,11013F-HR/ATimeline
Per Stirling Capital Management, LLC.60,915$4.01M0.58%+1413F-HRTimeline
DAVENPORT & Co LLC60,023$3.95M0.02%+40,27513F-HRTimeline
Cooper Financial Group59,956$3.94M0.52%+13,26913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/59,710$3.93M<0.01%+6,88613F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC59,066$3.88M0.28%+3,18513F-HRTimeline
BIP Wealth, LLC58,434$3.84M0.25%-22313F-HRTimeline
Perigon Wealth Management, LLC58,418$3.84M0.1%+6,32713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.58,226$3.83M0.01%-344,62213F-HRTimelineGroup
Traynor Capital Management, Inc.57,505$3.78M0.32%-4,71513F-HRTimeline
Ciovacco Capital Management LLC57,360$3.77M2.64%-1,32013F-HRTimeline
Meridian Financial Advisors, LLC57,353$3.77M2.65%+92413F-HRTimeline
Catalina Capital Group, LLC57,276$3.77M2.51%-4,03713F-HRTimeline
Commonwealth Financial Services, LLC56,679$3.73M0.76%+7,27013F-HRTimeline
B. Riley Wealth Advisors, Inc.56,606$3.72M0.11%+14,24513F-HRTimeline
CAP Partners, LLC56,137$3.69M2.68%-30813F-HRTimeline
Federation des caisses Desjardins du Qu…55,931$3.68M0.02%+3,57513F-HRTimeline
Abound Wealth Management55,900$3.68M1.23%+28,13013F-HRTimeline
GWN SECURITIES INC.55,259$3.63M0.2%new13F-HRTimeline
Beacon Pointe Advisors, LLC54,997$3.62M0.04%+32113F-HRTimeline
Brookwood Investment Group LLC54,907$3.61M0.62%13F-HRTimeline
ACT Advisors, LLC.54,756$3.6M1.95%+1,05413F-HRTimeline
Bison Wealth, LLC54,742$3.59M0.34%+9,92613F-HRTimeline
High Probability Advisors, LLC54,483$3.58M0.6%+5,75013F-HRTimeline
Cushing Capital Partners, LLC54,293$3.57M3.21%-5,96813F-HRTimeline
Latitude Advisors, LLC54,173$3.56M2.07%-5,46213F-HRTimeline
Pinion Investment Advisors, LLC53,426$3.51M0.77%+25,69813F-HRTimeline
Wescott Financial Advisory Group, LLC52,416$3.45M0.36%-9413F-HRTimeline
Fonville Wealth Management LLC52,454$3.44M1.01%+2,51913F-HRTimeline
Bestgate Wealth Advisors, LLC52,338$3.44M7.13%-3,43313F-HRTimeline
Armstrong, Fleming & Moore, Inc50,998$3.35M4.06%new13F-HRTimeline
Black Swift Group, LLC50,913$3.35M0.76%new13F-HRTimeline
Balentine LLC50,817$3.34M0.14%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT50,761$3.34M0.1%+33,20313F-HRTimeline
BEACON FINANCIAL GROUP50,678$3.33M0.36%+30113F-HRTimeline
HF Advisory Group, LLC50,534$3.32M1.45%-49313F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC50,397$3.31M1.55%+1713F-HRTimeline
NAPA WEALTH MANAGEMENT50,383$3.31M1.86%-1,77813F-HRTimeline
NorthCrest Asset Manangement, LLC50,268$3.31M0.1%+1,18113F-HRTimeline
Astoria Portfolio Advisors LLC.52,386$3.3M1.12%-42,88213F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC50,472$3.29M1.28%+13,62313F-HRTimeline
Compass Financial Group, Inc.49,573$3.26M1.67%-38813F-HRTimeline
CATALYST PRIVATE WEALTH, LLC49,369$3.25M1.58%013F-HRTimeline
Capital Investment Advisory Services, L…49,245$3.24M0.29%+19,44813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management49,230$3.24M0.1%+1,63413F-HRTimelineGroup
Foundations Investment Advisors, LLC48,482$3.19M0.06%+44613F-HRTimeline
Clarity Financial LLC48,314$3.18M0.37%new13F-HRTimeline
JDM Financial Group LLC48,303$3.18M1.61%-1,31913F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC48,233$3.17M0.59%+11,21213F-HRTimelineGroup
Vestment Financial LLC47,690$3.15M2.26%+7,49613F-HRTimeline
National Wealth Management Group, LLC47,799$3.14M2.07%+37,72413F-HRTimeline
VICUS CAPITAL47,781$3.14M0.29%+1,01213F-HRTimeline
Great Lakes Retirement, Inc.47,735$3.14M0.41%-11,46113F-HRTimeline
FULLCIRCLE WEALTH LLC48,024$3.11M1.28%-6,56413F-HRTimeline
RENASANT BANK46,713$3.07M2.04%+21,68113F-HRTimeline
Richmond Investment Services, LLC46,136$3.03M1.65%+27,74213F-HRTimeline
Vickerman Investment Advisors, Inc.45,947$3.02M0.68%-69113F-HRTimeline
Synergy Investment Management, LLC45,807$3.01M1.26%+2,77013F-HRTimeline
Avantax Planning Partners, Inc.45,768$3.01M0.11%+2413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…45,583$3M0.09%new13F-HRTimelineGroup
HWG Holdings LP45,044$2.96M1.32%-6,27013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC44,748$2.94M0.87%+1,07913F-HRTimeline
Fourth Dimension Wealth, LLC44,517$2.93M1.42%new13F-HRTimeline
Semmax Financial Advisors Inc.44,027$2.92M0.79%-4,50113F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…44,407$2.92M0.46%+2,17913F-HRTimelineGroup
Aldebaran Financial Inc.44,059$2.9M3.54%+2,03113F-HRTimeline
Retirement Planning Group, LLC43,702$2.87M0.13%+27,69913F-HRTimeline
McHugh Group, LLC42,889$2.82M2.13%+3,94613F-HRTimeline
Investor's Fiduciary Advisor Network, L…42,888$2.82M1.33%-1,85713F-HRTimeline
Slagle Financial, LLC42,832$2.82M1.25%+6,79213F-HRTimeline
RDA Financial Network41,812$2.75M0.82%-5,73813F-HRTimeline
Asset Allocation Strategies LLC41,658$2.74M0.68%+3,98813F-HRTimeline
Intrepid Financial Planning Group LLC41,486$2.73M1.26%+7213F-HRTimeline
NOVUS ADVISORS, LLC41,449$2.73M2.75%+13513F-HRTimeline
GREENLEAF TRUST41,387$2.72M0.02%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA41,358$2.72M0.64%+10,77313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP41,147$2.71M<0.01%-2,60413F-HRTimelineGroup
Pasadena Private Wealth, LLC41,064$2.7M0.52%new13F-HRTimeline
Dakota Wealth Management40,963$2.69M0.06%+4,49713F-HRTimeline
Financial Guidance Group, Inc.40,782$2.68M1.45%+8,23813F-HRTimeline
Hobbs Group Advisors, LLC40,319$2.65M1.01%-103,95013F-HRTimeline
Pinnacle Family Advisors, LLC40,305$2.65M1.44%-2,01413F-HRTimeline
USAdvisors Wealth Management, LLC40,150$2.64M0.92%-21,19913F-HRTimeline
U.S. Capital Wealth Advisors, LLC40,134$2.64M0.08%-1,13313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding38,901$2.63M-40,486Timeline
JSF Financial, LLC39,987$2.63M0.69%-5,43213F-HRTimeline
RMR Wealth Builders39,609$2.61M0.28%-22413F-HRTimeline
Schrum Private Wealth Management LLC38,551$2.54M2.23%+1,33413F-HRTimeline
American Investment Services, Inc.38,304$2.52M0.44%-1,43913F-HRTimeline
YHB Investment Advisors, Inc.38,172$2.51M0.21%+11,17213F-HRTimeline
PRIVATE TRUST CO NA38,036$2.5M0.26%+3,70113F-HRTimeline
Apella Capital, LLC38,901$2.49M0.09%+8,13013F-HRTimeline
MFG WEALTH MANAGEMENT, INC.37,390$2.46M2.35%+70713F-HRTimeline
Q3 Asset Management37,137$2.44M1.67%+23,48913F-HRTimeline
DEARBORN PARTNERS LLC37,029$2.44M0.12%+1,85013F-HRTimeline
Sanchez Wealth Management Group36,794$2.42M0.66%+4,26613F-HRTimeline