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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,576 managers (1,598 13F filers) reported a position in SPYM shares at 2025-12-31, 853,845,379 shares in all. 126 filers opened a position and 58 filers sold out during the quarter.

Managers
1,576
13F filers
1,598
New
126
Added
722
Reduced
467
Sold out
58
Shares held by filers
853,845,379

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…145,023$11.6M0.02%+15,77113F-HR/ATimelineGroup
Ashton Thomas Private Wealth, LLC143,721$11.5M0.28%-68,71513F-HRTimeline
Paladin Wealth, LLC143,654$11.5M7.87%+24,61913F-HRTimeline
B.O.S.S. Retirement Advisors, LLC143,410$11.5M3.62%-86,46113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC140,715$11.3M0.27%+80613F-HRTimelineGroup
Guardian Asset Advisors, LLC139,255$11.2M5.81%+2,84013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC137,541$11M1.15%+6,23913F-HRTimeline
Venture Visionary Partners LLC136,085$11M0.36%+15,82513F-HRTimeline
Alliance Wealth Management Group136,452$10.9M2.4%-3,34113F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.135,658$10.9M3.45%-54213F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC135,620$10.9M9.78%-2,16613F-HRTimeline
JBR Co Financial Management Inc135,446$10.9M4.55%+4,31813F-HRTimeline
Vantage Point Financial LLC133,913$10.7M3.84%+11,42813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT133,493$10.7M0.37%+1,01513F-HRTimeline
One Degree Advisors Inc133,163$10.7M2.94%+3,14313F-HRTimeline
BIP Wealth, LLC130,403$10.5M0.37%+4,00313F-HRTimeline
Integrity Advisory Solutions, LLC130,323$10.5M1.51%+10,71413F-HRTimeline
ARVEST INVESTMENTS, INC.128,988$10.3M1.45%+110,58213F-HRTimeline
Cordoba Advisory Partners LLC128,987$10.3M2.56%13F-HRTimeline
Apeiron RIA LLC125,250$10.2M2.08%-18,92113F-HRTimeline
StoneCrest Wealth Management, Inc.127,642$10.2M4.13%+8,48613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC127,427$10.2M0.76%+3,64213F-HRTimeline
Black Swift Group, LLC127,212$10.2M1.7%+4,66913F-HRTimeline
Pine Valley Investments Ltd Liability Co126,865$10.2M0.51%+4,19413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC124,111$9.96M1.46%+3,60813F-HRTimeline
Strategic Advisors LLC123,448$9.9M1.55%+9,51313F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC122,793$9.85M3.52%-2213F-HRTimeline
Turning Point Benefit Group, Inc.121,980$9.79M5.11%-16,96913F-HRTimeline
OPTIMA CAPITAL LLC121,873$9.78M4.23%+113,25813F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC121,614$9.76M0.12%new13F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC121,474$9.74M1.07%+115,28613F-HRTimeline
Baltimore-Washington Financial Advisors…120,474$9.66M0.4%-15,89613F-HRTimeline
Upper Left Wealth Management, LLC120,443$9.66M5.89%+8,36413F-HRTimeline
EP Wealth Advisors, LLC120,364$9.66M0.05%13F-HRTimeline
Clarus Wealth Advisors117,948$9.63M3.99%-55413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC120,002$9.63M0.6%+8,33213F-HRTimeline
Alesco Advisors, LLC, An ESL Co119,399$9.58M0.25%+23,30613F-HRTimeline
Columbia River Financial Group, LLC119,369$9.57M5.88%-6,72413F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC118,956$9.54M0.95%+13,92013F-HRTimeline
Tower View Wealth Management LLC118,769$9.53M4.71%+7,27113F-HRTimeline
Bull Oak Capital, LLC118,301$9.49M3.88%-3,01613F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding117,815$9.45M+98,566Timeline
Arcadia Wealth Management, LLC117,295$9.41M3.5%-38613F-HRTimeline
Cobblestone Asset Management LLC116,867$9.38M4.21%-1,70213F-HRTimeline
Golden State Wealth Management, LLC116,592$9.35M0.99%+3,83013F-HRTimeline
Worth Asset Management, LLC115,677$9.28M3.94%-15,13513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…115,627$9.28M0.77%-2,98913F-HRTimelineGroup
Tradition Wealth Management, LLC115,395$9.26M0.66%+1,84013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …114,862$9.21M0.02%-45,71213F-HRTimelineGroup
Beacon Pointe Advisors, LLC113,381$9.1M0.06%+19,57613F-HRTimeline
Summit Financial, LLC112,802$9.05M0.13%+20,82613F-HRTimeline
UPTICK PARTNERS, LLC112,593$9.03M1.93%+104,57013F-HRTimeline
Independence Wealth Advisors, LLC112,084$8.99M5.06%13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC111,331$8.93M3.52%-17,58013F-HRTimeline
Triad Wealth Partners, LLC111,097$8.91M0.85%+1,42813F-HRTimeline
Cooper Capital Advisors LLC111,006$8.9M5.61%+5,43713F-HRTimeline
Morling Financial Advisors, LLC109,702$8.8M2.77%-2,00913F-HRTimeline
ARQ WEALTH ADVISORS, LLC109,266$8.77M2.37%+6,86913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC108,341$8.69M0.19%+14613F-HRTimeline
Adams Wealth Management106,269$8.52M1.82%-9,89513F-HRTimeline
CacheTech Inc.106,269$8.52M1.58%-9,89513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV105,436$8.46M0.45%+81,87213F-HRTimeline
HBK INVESTMENTS L P105,288$8.45M0.09%+50,41813F-HRTimeline
&PARTNERS103,984$8.3M0.04%+33,15713F-HRTimeline
Hopwood Nicholas Hunter103,353$8.29M2.7%13F-HRTimeline
BlackDiamond Wealth Management, LLC101,136$8.26M4.02%-14,38413F-HRTimeline
MMA ASSET MANAGEMENT LLC102,806$8.25M2.94%-106,42813F-HRTimeline
Encompass More Asset Management101,957$8.18M1.52%+7,54413F-HRTimeline
Convergence Financial, LLC101,683$8.16M1.19%+2,56913F-HRTimeline
Regal Investment Advisors LLC101,524$8.14M0.49%+53,82013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD101,472$8.14M0.09%+5413F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.101,450$8.14M2.63%-3,06613F-HRTimeline
Perennial Advisors, LLC100,781$8.08M1.36%+41,42313F-HRTimeline
Vise Technologies, Inc.100,546$8.07M0.16%+54,15113F-HRTimeline
Trinity Wealth Management, LLC100,222$8.04M2.96%+10,08913F-HRTimeline
River Street Advisors LLC99,629$7.99M2.99%+6,59313F-HRTimeline
Values Added Financial LLC99,309$7.97M3.36%-26113F-HRTimeline
FFG RETIREMENT ADVISORS LLC99,309$7.97M4.94%+1,36113F-HRTimeline
Patriot Financial Group Insurance Agenc…98,759$7.92M0.94%+5,28613F-HRTimeline
ALBION FINANCIAL GROUP /UT98,686$7.92M0.49%+98,50413F-HRTimeline
Gambit Capital Management, LLC98,525$7.9M5.65%13F-HRTimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV97,736$7.84M1.8%13F-HRTimeline
Steward Partners Investment Advisory, L…97,670$7.84M0.04%+6,90013F-HRTimeline
COMERICA BANK97,406$7.81M0.03%+56,71213F-HRTimeline
ERn Financial, LLC97,067$7.79M1.46%+1,28213F-HRTimeline
Balefire, LLC96,484$7.74M1.51%+2,55113F-HRTimeline
Range Financial Group LLC96,326$7.73M2.67%+4,80913F-HRTimeline
JPL Wealth Management, LLC95,557$7.67M1.87%+87,58613F-HRTimeline
SUTTON PLACE INVESTORS LLC94,580$7.59M4.17%-2,67613F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.94,517$7.58M2.67%-7,80913F-HRTimeline
CONDOR CAPITAL MANAGEMENT94,328$7.57M0.61%-3,22613F-HRTimeline
Midwest Heritage Bank, FSB93,664$7.51M2.59%-30813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP93,387$7.49M<0.01%+1,24513F-HRTimelineGroup
Aspire Private Capital, LLC92,232$7.4M1.65%-87613F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…91,641$7.35M1.08%-8,99413F-HRTimeline
SK Wealth Management, LLC89,340$7.29M2.03%+40,96913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED89,673$7.25M0.49%-3,34513F-HRTimeline
E&G Advisors, LLC89,458$7.18M1.6%+4,63213F-HRTimeline
Shepherd Financial Partners LLC88,080$7.07M0.65%+8713F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC87,746$7.04M1.19%13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC86,556$6.94M2.6%-5,15913F-HRTimeline
Tandem Investment Partners LLC85,865$6.89M5.81%-3,09013F-HRTimeline
Trademark Financial Management, LLC85,692$6.87M3.78%+33,66313F-HRTimeline
Commonwealth Financial Services, LLC84,508$6.78M1.12%-5813F-HRTimeline
Copia Wealth Management83,756$6.72M4.8%-1,39613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC83,402$6.69M0.04%+11,06413F-HRTimeline
JNBA Financial Advisors83,149$6.67M0.58%+40,99213F-HRTimeline
Financial Guidance Group, Inc.82,741$6.64M2.72%+12,27313F-HRTimeline
Prime Capital Investment Advisors, LLC82,458$6.61M0.08%+20,46113F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC81,327$6.52M0.08%-16,34713F-HRTimelineGroup
Clearview Wealth Advisors LLC81,063$6.5M4.12%+99713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC80,755$6.48M0.12%-19,33113F-HR/ATimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS80,299$6.44M<0.01%+12,60513F-HRTimelineGroup
Sanchez Wealth Management Group79,160$6.35M1.36%+21,08613F-HRTimeline
BROGAN FINANCIAL, INC.78,848$6.33M2.76%+4,92013F-HRTimeline
Continuum Advisory, LLC78,740$6.32M0.63%-9,39813F-HRTimeline
Compass Wealth Management LLC78,371$6.29M1.57%+15,62013F-HRTimeline
Transcendent Capital Group LLC77,917$6.25M2.83%-2613F-HRTimeline
Horizon Wealth Management, LLC77,479$6.22M0.96%+6313F-HRTimeline
National Wealth Management Group, LLC77,160$6.19M2.15%+20,32913F-HRTimeline
Carroll Advisory Group, LLC76,614$6.15M2.66%13F-HRTimeline
Ciovacco Capital Management LLC75,659$6.07M3.04%-3,44813F-HRTimeline
NWAM LLC74,420$6.07M0.34%-88,85113F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC75,405$6.06M0.99%+12,80013F-HRTimelineGroup
Etesian Wealth Advisors, Inc.74,953$6.01M1.89%+11,20813F-HRTimeline
Moisand Fitzgerald Tamayo, LLC74,574$5.98M0.68%-3,20513F-HRTimeline
Blue Capital, Inc.74,530$5.98M4.26%-1,02213F-HRTimeline
Abound Wealth Management74,262$5.96M1.4%+10,39013F-HRTimeline
TUDOR INVESTMENT CORP ET AL73,914$5.93M0.03%-8,23713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.73,649$5.91M1.95%+6513F-HRTimeline
Smartleaf Asset Management LLC72,899$5.89M0.22%+25,68013F-HRTimeline
Midwest Trust Co73,400$5.89M0.07%-16113F-HRTimeline
Brown Miller Wealth Management, LLC73,337$5.88M1.63%+8,57013F-HRTimeline
GTS SECURITIES LLC72,839$5.84M0.2%+12,10613F-HRTimeline
BUSH INVESTMENT GROUP, LLC72,819$5.84M3.27%-40313F-HRTimeline
Cushing Capital Partners, LLC72,499$5.82M4.31%+9,47613F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC72,053$5.78M0.4%+30813F-HRTimeline
Spectrum Planning & Advisory Services I…71,779$5.76M2.96%-1,83513F-HRTimeline
Legacy Capital Group California, Inc.71,287$5.72M1.39%-2,92013F-HRTimeline
Meridian Financial Advisors, LLC71,179$5.71M3.11%+7,56813F-HRTimeline
COURIER CAPITAL LLC71,158$5.71M0.32%-1,32013F-HRTimeline
HBK Sorce Advisory LLC69,656$5.66M0.13%-5,48313F-HRTimeline
Syntegra Private Wealth Group, LLC69,827$5.6M0.51%-1,05713F-HRTimeline
Tilson Financial Group, Inc.69,606$5.58M1.72%+1,70513F-HRTimeline
TRUEFG, LLC69,266$5.56M1.49%+1,29313F-HRTimeline
Tailwinds Wealth, LLC69,026$5.54M5.97%13F-HRTimeline
Timmons Wealth Management, LLC68,147$5.47M5.38%13F-HRTimeline
McKinley Carter Wealth Services, Inc.68,064$5.46M0.31%-8,26913F-HRTimeline
WealthPoint Financial, LLC68,027$5.46M4.75%13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…67,755$5.43M0.61%+9,21913F-HR/ATimelineGroup
THEORY FINANCIAL LLC66,662$5.43M1.83%+1,69813F-HRTimeline
Uniting Wealth Partners, LLC66,951$5.37M1.65%new13F-HRTimeline
Per Stirling Capital Management, LLC.66,017$5.3M0.59%+26613F-HRTimeline
Aldebaran Financial Inc.65,238$5.27M4.88%+12,07613F-HRTimeline
Modera Wealth Management, LLC65,578$5.26M0.06%-5,37213F-HRTimeline
Maridea Wealth Management LLC64,621$5.18M0.78%+12813F-HRTimeline
Parallel Advisors, LLC64,510$5.18M0.09%+2,08513F-HRTimeline
Financial Security Advisor, Inc.64,425$5.17M1%-41813F-HRTimeline
Perigon Wealth Management, LLC64,296$5.16M0.09%-35113F-HRTimeline
Catalina Capital Group, LLC63,965$5.13M3.15%+43013F-HRTimeline
Pure Financial Advisors, LLC63,904$5.13M0.08%+56,95813F-HRTimeline
Lifeworks Advisors, LLC63,733$5.11M0.66%-7213F-HRTimeline
Marathon Mission, Inc.62,992$5.05M2.92%-2,88013F-HRTimeline
GeoWealth Management, LLC62,889$5.04M0.19%+10,80313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.62,713$5.03M4.16%+26,25413F-HRTimeline
Alpha Financial Partners LLC62,701$5.03M3.07%+1613F-HRTimeline
MLP3, LLC62,422$5.01M5.47%13F-HRTimeline
ATX Financial Planning, LLC62,236$4.99M3.85%13F-HRTimeline
Orange Investment Advisors, Inc.62,193$4.99M0.55%+21,09013F-HRTimeline
Parcion Private Wealth LLC61,871$4.96M0.3%-66113F-HRTimeline
Beaumont Financial Advisors, LLC61,822$4.96M0.33%-1,37913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…61,722$4.95M0.17%-44313F-HRTimeline
Brio Consultants, LLC61,446$4.93M0.64%+45,06513F-HRTimeline
Manhattan West Asset Management, LLC60,787$4.88M1%-22,34713F-HRTimeline
Vectors Research Management, LLC60,725$4.87M1.49%-1,62813F-HRTimeline
Vestment Financial LLC59,545$4.86M2.52%+2,19413F-HRTimeline
Prostatis Group LLC60,592$4.86M1.16%-1,44213F-HRTimeline
LifeWealth Investments, LLC60,164$4.83M1.53%-6,51513F-HRTimeline
OLD MISSION CAPITAL LLC60,120$4.82M0.19%new13F-HRTimeline
DEARBORN PARTNERS LLC59,982$4.81M0.24%+13,57513F-HRTimeline
Fonville Wealth Management LLC59,445$4.77M0.97%+1,14913F-HRTimeline
URS Advisory LLC58,870$4.72M3.92%13F-HRTimeline
Lunt Capital Management, Inc.58,183$4.67M1.75%+2,09013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA57,928$4.65M0.93%+7,73613F-HRTimeline
Chatterton & Associates Inc.56,943$4.57M3.91%13F-HRTimeline
Traynor Capital Management, Inc.55,254$4.43M0.24%-6,96813F-HRTimeline
Robertson Stephens Wealth Management, L…55,189$4.43M0.12%-1,55113F-HRTimeline
Downshift Financial, LLC55,594$4.43M2.73%13F-HRTimeline
Bestgate Wealth Advisors, LLC54,100$4.34M7.63%-1,39913F-HRTimeline
Oregon Pacific Wealth Management, LLC53,948$4.33M4.47%+17,90713F-HRTimeline
High Probability Advisors, LLC53,760$4.31M0.58%+5,47213F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC53,718$4.31M1.57%+48,44013F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…53,550$4.3M0.55%+6,29113F-HRTimelineGroup
CURTIS WEALTH MANAGEMENT LLC52,675$4.29M3.74%13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC53,192$4.27M0.36%+38,76713F-HRTimeline
SEMITAM BONAM LLC53,091$4.26M3.55%+3,93413F-HRTimeline
Beacon Financial Advisory LLC52,540$4.21M0.98%+97113F-HRTimeline
HF Advisory Group, LLC52,531$4.21M1.47%+64813F-HR/ATimeline
Integrated Wealth Management52,440$4.21M4.73%13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC52,332$4.2M1.2%+1,67913F-HRTimeline