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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,358 managers (1,374 13F filers) reported a position in SPYM shares at 2025-06-30, 705,776,527 shares in all. 123 filers opened a position and 53 filers sold out during the quarter.

Managers
1,358
13F filers
1,374
New
123
Added
622
Reduced
451
Sold out
53
Shares held by filers
705,776,527

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Pine Valley Investments Ltd Liability Co116,080$8.44M0.5%+8,18013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC115,512$8.4M0.01%+26,92613F-HRTimelineGroup
Lord & Richards Wealth Management, LLC115,334$8.38M8.76%+16,30713F-HRTimeline
Golden State Wealth Management, LLC115,015$8.36M1.02%+4,89913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/114,923$8.35M<0.01%+42,29613F-HRTimelineGroup
Vantage Point Financial LLC114,330$8.31M3.65%+36,92913F-HRTimeline
Morling Financial Advisors, LLC113,850$8.28M2.71%-51713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC113,557$8.25M0.58%+26,26113F-HRTimeline
LINCOLN CAPITAL CORP113,123$8.22M3.16%+13,66113F-HRTimeline
Moloney Securities Asset Management, LLC111,757$8.12M1%+10,15513F-HRTimeline
JBR Co Financial Management Inc111,605$8.11M4.01%+8,45913F-HRTimeline
Ashton Thomas Private Wealth, LLC111,450$8.1M0.29%-12,48413F-HRTimeline
ARQ WEALTH ADVISORS, LLC121,311$7.98M2.74%013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC109,680$7.97M0.89%+10,99113F-HRTimeline
Paladin Wealth, LLC108,869$7.91M6.15%+5,16513F-HRTimeline
Triad Wealth Partners, LLC108,578$7.89M1.59%+10,48213F-HRTimeline
OLD MISSION CAPITAL LLC107,300$7.8M0.21%+16,41613F-HRTimeline
BlackDiamond Wealth Management, LLC107,236$7.79M4.5%+8,98813F-HRTimeline
Tortoise Investment Management, LLC106,969$7.78M0.74%+4,97913F-HRTimeline
Patriot Financial Group Insurance Agenc…106,883$7.77M0.89%-29,80713F-HRTimeline
Upper Left Wealth Management, LLC106,828$7.77M5.18%+12,43513F-HRTimeline
MKT Advisors LLC106,475$7.74M3.06%+35,09413F-HRTimeline
Tower View Wealth Management LLC106,348$7.73M4.01%+6,80013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC106,217$7.72M1.29%+24,37413F-HRTimeline
MMA ASSET MANAGEMENT LLC106,046$7.71M2.96%+2,08813F-HRTimeline
Meridian Wealth Management, LLC105,504$7.67M0.33%+5,31313F-HRTimeline
Transce3nd, LLC104,122$7.6M3.21%+2,73513F-HRTimeline
RWA WEALTH PARTNERS, LLC103,866$7.55M0.09%+97,43613F-HRTimeline
BLAIR WILLIAM & CO/IL103,321$7.51M0.02%+1,13313F-HRTimeline
Worth Asset Management, LLC101,807$7.4M3.65%+3,16913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC101,343$7.37M0.22%-32,65713F-HRTimeline
SUTTON PLACE INVESTORS LLC101,332$7.37M4.43%-26,97513F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…100,354$7.29M1.2%-5,08913F-HRTimeline
Black Swift Group, LLC100,175$7.28M1.47%+49,26213F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC97,632$7.1M0.75%-11,56113F-HRTimeline
Cooper Capital Advisors LLC97,242$7.07M6.82%+2,66213F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.96,497$7.01M2.4%+6,82613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC96,443$7.01M3.04%-38,54713F-HRTimeline
CW Advisors, LLC95,382$6.93M0.07%+38513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…95,030$6.91M0.13%+29,39713F-HRTimelineGroup
Shepherd Financial Partners LLC94,828$6.89M0.73%+3,68013F-HRTimeline
Midwest Heritage Bank, FSB94,704$6.88M2.59%-1,45213F-HRTimeline
Empower Advisory Group, LLC94,513$6.87M0.02%+85,08413F-HRTimeline
Manhattan West Asset Management, LLC94,338$6.86M1.59%-31913F-HRTimeline
Range Financial Group LLC93,105$6.77M2.66%-3,28913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.93,124$6.77M4.54%+12,12513F-HRTimeline
Blue Capital, Inc.92,007$6.69M4.74%13F-HRTimeline
River Street Advisors LLC91,053$6.62M2.85%+2,42913F-HRTimeline
Aspire Private Capital, LLC90,884$6.61M1.54%+45613F-HRTimeline
Values Added Financial LLC90,185$6.56M3.18%-6,96913F-HRTimeline
Balefire, LLC90,094$6.55M1.42%+84,98813F-HRTimeline
Donald L. Hagan, LLC89,716$6.52M3.26%+2,18113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED89,684$6.52M0.54%-29,20713F-HRTimeline
Tandem Investment Partners LLC89,297$6.49M5.66%+55213F-HRTimeline
Astoria Portfolio Advisors LLC.86,770$6.48M1.82%+34,38413F-HRTimeline
Trinity Wealth Management, LLC88,983$6.47M2.57%-9,12013F-HRTimeline
Alesco Advisors, LLC, An ESL Co87,820$6.38M0.18%+19,28213F-HRTimeline
Spectrum Strategic Capital Management, …87,352$6.35M4.04%+61,73613F-HRTimeline
Ascension Capital Advisors, Inc.87,329$6.35M2.65%new13F-HRTimeline
BIP Wealth, LLC84,957$6.18M0.38%+26,52313F-HRTimeline
E&G Advisors, LLC84,126$6.12M1.59%-35513F-HRTimeline
M Holdings Securities, Inc.83,811$6.08M1.04%new13F-HRTimeline
Copia Wealth Management83,385$6.06M5.11%+1,94513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT82,928$6.03M0.09%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP82,706$6.01M<0.01%+1,24713F-HRTimelineGroup
COURIER CAPITAL LLC82,139$5.97M0.36%+3,00413F-HRTimeline
Parcion Private Wealth LLC81,521$5.93M0.42%+50213F-HRTimeline
Clearview Wealth Advisors LLC80,769$5.87M4.09%-44,18413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…80,391$5.84M0.23%-3,06213F-HRTimeline
Ciovacco Capital Management LLC79,815$5.8M3.16%+22,45513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC78,602$5.71M0.72%-1,21013F-HRTimeline
Hobbs Group Advisors, LLC78,417$5.7M1.95%+38,09813F-HRTimeline
Spectrum Planning & Advisory Services I…78,370$5.7M3.68%-142,16813F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD78,186$5.68M0.08%new13F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.77,961$5.67M0.31%-1,66613F-HRTimeline
Transcendent Capital Group LLC77,936$5.67M2.91%+17813F-HRTimeline
Horizon Wealth Management, LLC77,616$5.64M0.99%-664,77213F-HRTimeline
Alpha Financial Partners LLC76,589$5.57M4.01%+4,70213F-HRTimeline
HBK Sorce Advisory LLC76,130$5.53M0.15%-56413F-HRTimeline
Legacy Capital Group California, Inc.75,142$5.46M1.51%+12,16313F-HRTimeline
Jackson, Grant Investment Advisers, Inc.73,514$5.34M1.96%+57413F-HRTimeline
Midwest Trust Co72,873$5.3M0.07%13F-HRTimeline
Tilson Financial Group, Inc.71,643$5.21M1.96%-1,46713F-HRTimeline
LifeWealth Investments, LLC71,562$5.2M1.89%+10,00213F-HR/ATimeline
KANAWHA CAPITAL MANAGEMENT LLC71,212$5.18M0.38%+87713F-HRTimeline
BUSH INVESTMENT GROUP, LLC70,718$5.14M3.45%-46,84613F-HRTimeline
ERn Financial, LLC70,534$5.13M1.08%+3,41113F-HRTimeline
Syntegra Private Wealth Group, LLC70,515$5.13M0.52%-6,44613F-HRTimeline
BROGAN FINANCIAL, INC.70,441$5.12M2.29%+3,16213F-HRTimeline
Modera Wealth Management, LLC68,925$5.01M0.06%-1,19913F-HRTimeline
J.W. COLE ADVISORS, INC.68,914$5.01M0.11%+49,67413F-HRTimeline
Marathon Mission, Inc.67,930$4.94M3.14%-101,97113F-HRTimeline
TRUEFG, LLC67,294$4.89M1.45%+1,54813F-HRTimeline
GeoWealth Management, LLC65,767$4.78M0.19%+3,20213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC65,666$4.77M<0.01%+57,83113F-HRTimelineGroup
Brookwood Investment Group LLC65,611$4.77M0.77%+10,70413F-HRTimeline
Elios Financial Group Inc.65,389$4.75M2.16%-36,68513F-HRTimeline
Beaumont Financial Advisors, LLC65,387$4.75M0.34%-3,58113F-HRTimeline
Financial Security Advisor, Inc.64,760$4.71M1.08%+2713F-HRTimeline
Perigon Wealth Management, LLC64,687$4.7M0.11%+6,26913F-HRTimeline
Lifeworks Advisors, LLC64,395$4.68M0.7%-49313F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC63,900$4.64M0.05%-88813F-HRTimelineGroup
Vectors Research Management, LLC63,763$4.63M1.59%-3,89713F-HRTimeline
Per Stirling Capital Management, LLC.63,578$4.62M0.6%+2,66313F-HRTimeline
Emergent Wealth Advisors, LLC63,525$4.62M2.95%-2,74613F-HRTimeline
Robertson Stephens Wealth Management, L…63,509$4.62M0.16%-15,61413F-HRTimeline
Cushing Capital Partners, LLC62,702$4.56M3.85%+8,40913F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC62,605$4.55M0.75%013F-HRTimelineGroup
Traynor Capital Management, Inc.62,455$4.54M0.32%+4,95013F-HRTimeline
&PARTNERS63,534$4.5M0.03%+33,98213F-HRTimeline
Parallel Advisors, LLC61,649$4.48M0.09%+36,94913F-HRTimeline
Brown Miller Wealth Management, LLC61,513$4.47M1.39%-1,58413F-HRTimeline
Financial Guidance Group, Inc.61,360$4.46M2.17%+20,57813F-HRTimeline
Compass Wealth Management LLC61,009$4.43M1.06%-81213F-HRTimeline
Catalina Capital Group, LLC60,828$4.42M2.98%+3,55213F-HRTimeline
Fonville Wealth Management LLC60,279$4.38M1.11%+7,82513F-HRTimeline
Commonwealth Financial Services, LLC60,196$4.38M0.84%+3,51713F-HRTimeline
Meridian Financial Advisors, LLC59,729$4.34M2.81%+2,37613F-HRTimeline
FLOW TRADERS U.S. LLC58,292$4.24M0.16%-177,36813F-HRTimeline
THEORY FINANCIAL LLC56,404$4.19M1.59%-60,38213F-HRTimeline
My Legacy Advisors, LLC56,158$4.13M1.47%-46,64413F-HRTimeline
Lunt Capital Management, Inc.56,435$4.1M1.57%-22,27213F-HRTimeline
Beacon Pointe Advisors, LLC56,316$4.09M0.04%+1,31913F-HRTimeline
Capital Investment Advisory Services, L…55,181$4.01M0.33%+5,93613F-HRTimeline
ACT Advisors, LLC.55,102$4.01M1.85%+34613F-HRTimeline
Prostatis Group LLC54,954$3.99M1.14%-8,38413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV54,652$3.97M0.29%-21,81413F-HRTimeline
Abound Wealth Management54,015$3.93M1.11%-1,88513F-HRTimeline
High Probability Advisors, LLC53,900$3.92M0.59%-58313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.53,893$3.92M0.01%-4,33313F-HRTimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…53,820$3.91M0.41%-53,61813F-HR/ATimelineGroup
Vestment Financial LLC53,269$3.88M2.46%+5,57913F-HRTimeline
Tempus Wealth Planning, LLC53,332$3.88M0.97%-15,86813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC53,252$3.87M0.3%-5,81413F-HRTimeline
Synergy Investment Management, LLC51,659$3.76M2.26%+5,85213F-HRTimeline
Balentine LLC50,817$3.69M0.14%013F-HRTimeline
NorthCrest Asset Manangement, LLC50,155$3.69M0.1%-11313F-HRTimeline
Latitude Advisors, LLC50,682$3.68M1.85%-3,49113F-HRTimeline
HF Advisory Group, LLC50,649$3.68M1.45%+11513F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC50,518$3.67M1.57%+12113F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC50,277$3.65M1.24%-19513F-HRTimeline
National Wealth Management Group, LLC49,833$3.62M2.03%+2,03413F-HRTimeline
CATALYST PRIVATE WEALTH, LLC49,489$3.6M1.6%+12013F-HRTimeline
Compass Financial Group, Inc.49,271$3.58M1.8%-30213F-HRTimeline
Schrum Private Wealth Management LLC49,191$3.58M2.87%+10,64013F-HRTimeline
NAPA WEALTH MANAGEMENT49,171$3.57M1.71%-1,21213F-HRTimeline
SEMITAM BONAM LLC49,063$3.57M3.36%13F-HRTimeline
Bison Wealth, LLC48,834$3.56M0.28%-5,90813F-HRTimeline
MSH Capital Advisors LLC48,856$3.55M1.02%-15,02213F-HRTimeline
Beacon Financial Advisory LLC48,517$3.53M0.91%-14,00813F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA48,435$3.52M0.77%+7,07713F-HRTimeline
VICUS CAPITAL48,103$3.5M0.29%+32213F-HRTimeline
Trademark Financial Management, LLC47,993$3.49M2.13%+11,69113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT47,846$3.48M0.08%-2,91513F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…47,809$3.48M0.5%+3,40213F-HRTimelineGroup
HWG Holdings LP47,620$3.46M1.01%+2,57613F-HRTimeline
Wescott Financial Advisory Group, LLC47,590$3.46M0.33%-4,82613F-HRTimeline
Federation des caisses Desjardins du Qu…47,396$3.45M0.02%-8,53513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC47,370$3.44M0.02%+29,95213F-HRTimeline
Bestgate Wealth Advisors, LLC52,338$3.44M7.13%013F-HRTimeline
JDM Financial Group LLC47,325$3.44M1.62%-97813F-HRTimeline
Christopher J. Hasenberg, Inc47,110$3.42M1.27%+47,08713F-HRTimeline
Foundations Investment Advisors, LLC46,808$3.4M0.05%-1,67413F-HRTimeline
Goodman Financial Corp46,796$3.4M0.68%-26,50013F-HRTimeline
Hutchinson Financial Advisors, INC46,566$3.38M3.79%13F-HR/ATimeline
Etesian Wealth Advisors, Inc.46,341$3.37M1.26%+16,19013F-HRTimeline
McHugh Group, LLC45,974$3.34M2.23%+3,08513F-HRTimeline
BEACON FINANCIAL GROUP45,933$3.34M0.35%-4,74513F-HRTimeline
Strong Tower Advisory Services45,902$3.34M0.66%+13,79813F-HRTimeline
Clarity Financial LLC45,860$3.33M0.36%-2,45413F-HRTimeline
Avantax Planning Partners, Inc.45,766$3.33M0.11%-213F-HRTimeline
MBM WEALTH CONSULTANTS, LLC45,288$3.29M0.88%+54013F-HRTimeline
Vickerman Investment Advisors, Inc.45,088$3.28M0.7%-85913F-HRTimeline
Aldebaran Financial Inc.44,960$3.27M3.62%+90113F-HRTimeline
Advyzon Investment Management, LLC44,644$3.25M0.72%+41,01813F-HRTimeline
TUDOR INVESTMENT CORP ET AL43,788$3.18M0.02%+14,91213F-HRTimeline
DEARBORN PARTNERS LLC43,732$3.18M0.15%+6,70313F-HRTimeline
Smartleaf Asset Management LLC43,804$3.17M0.28%+18,26213F-HRTimeline
Perennial Advisors, LLC43,408$3.16M0.59%+24,52513F-HRTimeline
NOVUS ADVISORS, LLC43,329$3.15M4.81%+1,88013F-HRTimeline
Prime Capital Investment Advisors, LLC42,375$3.08M0.04%-22,45713F-HRTimeline
Compound Planning, Inc.42,158$3.06M0.12%+10,82313F-HRTimeline
WealthPLAN Partners, LLC41,987$3.05M0.49%-41,99113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP41,668$3.03M<0.01%+52113F-HRTimelineGroup
Retirement Planning Group, LLC41,595$3.02M0.13%-2,10713F-HRTimeline
Apella Capital, LLC41,367$3.02M0.08%+2,46613F-HRTimeline
JSF Financial, LLC41,523$3.02M0.72%+1,53613F-HRTimeline
Fourth Dimension Wealth, LLC41,414$3.01M1.27%-3,10313F-HRTimeline
GREENLEAF TRUST41,387$3.01M0.03%013F-HRTimeline
Dakota Wealth Management41,278$3M0.06%+31513F-HRTimeline
LexAurum Advisors, LLC40,950$2.98M0.47%+7,01613F-HRTimeline
USAdvisors Wealth Management, LLC40,635$2.96M1.1%+48513F-HRTimeline
Intrepid Financial Planning Group LLC40,218$2.92M1.23%-1,26813F-HRTimeline
COMERICA BANK39,980$2.91M0.01%+11,25013F-HRTimeline
International Private Wealth Advisors L…39,930$2.9M2.49%+3,72213F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding39,914$2.9M+5,776Timeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC39,803$2.89M0.54%-8,43013F-HRTimelineGroup
RMR Wealth Builders39,667$2.89M0.26%+5813F-HRTimeline
RENASANT BANK39,459$2.87M1.91%-7,25413F-HRTimeline
Fortitude Family Office, LLC39,296$2.86M0.95%+24,77113F-HRTimeline