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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,592 managers (1,613 13F filers) reported a position in SPYM shares at 2026-03-31, 1,117,278,184 shares in all. 110 filers opened a position and 98 filers sold out during the quarter.

Managers
1,592
13F filers
1,613
New
110
Added
825
Reduced
464
Sold out
98
Shares held by filers
1,117,278,184

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
M1 Capital Management LLC155,342$11.9M5.48%+4,68513F-HRTimeline
Paladin Wealth, LLC155,233$11.9M8.17%+11,57913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC152,673$11.7M1.2%+31,19913F-HRTimeline
Convergence Financial, LLC152,498$11.7M1.24%+50,81513F-HRTimeline
Savvy Advisors, Inc.152,215$11.7M0.31%+4,46713F-HRTimeline
UPTICK PARTNERS, LLC151,508$11.6M2.31%+38,91513F-HRTimeline
Advyzon Investment Management, LLC151,207$11.6M1.04%+114,75713F-HRTimeline
DAVENPORT & Co LLC151,193$11.6M0.06%+4,12013F-HRTimeline
Arcadia Wealth Management, LLC151,071$11.6M4.18%+33,77613F-HRTimeline
Ridgeline Wealth, LLC149,900$11.5M8.22%-51,42813F-HRTimeline
Black Swift Group, LLC149,050$11.4M2%+21,83813F-HRTimeline
RAINIER FAMILY WEALTH INC148,141$11.3M7.61%-22,91013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC146,026$11.2M0.04%+93513F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC145,782$11.2M1.15%+8,24113F-HRTimeline
Pine Valley Investments Ltd Liability Co145,017$11.1M0.54%+18,15213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC144,800$11.1M0.02%-53,30013F-HRTimeline
Tradition Wealth Management, LLC143,949$11M0.78%+28,55413F-HRTimeline
Integrity Advisory Solutions, LLC142,422$10.9M1.44%+12,09913F-HRTimeline
JBR Co Financial Management Inc135,446$10.9M4.55%013F-HRTimeline
One Degree Advisors Inc141,226$10.8M2.84%+8,06313F-HRTimeline
Gambit Capital Management, LLC141,116$10.8M7.74%+42,59113F-HRTimeline
JNBA Financial Advisors139,795$10.7M0.89%+56,64613F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC139,693$10.7M1.54%+15,58213F-HRTimeline
Summit Financial, LLC139,216$10.7M0.14%+26,41413F-HRTimeline
Clarity Retirement & Wealth, LLC138,511$10.6M8.55%-10,66413F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC137,753$10.5M9.33%+2,13313F-HRTimeline
Alesco Advisors, LLC, An ESL Co137,485$10.5M0.27%+18,08613F-HRTimeline
Alliance Wealth Management Group135,851$10.4M2.27%-60113F-HRTimeline
Ethos Financial Group, LLC138,631$10.4M0.76%-14,83913F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.134,299$10.3M3.22%-1,35913F-HRTimeline
Venture Visionary Partners LLC133,460$10.2M0.34%-2,62513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT132,297$10.1M0.38%-1,19613F-HRTimeline
Apeiron RIA LLC131,940$10.1M2.34%+6,69013F-HRTimeline
Beacon Pointe Advisors, LLC131,714$10.1M0.05%+18,33313F-HRTimeline
Strategic Advisors LLC130,276$9.97M1.66%+6,82813F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC129,915$9.94M0.73%+2,48813F-HRTimeline
DDD Partners, LLC129,560$9.92M0.69%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP129,183$9.89M0.55%-53,12213F-HRTimeline
Crestwood Advisors Group, LLC128,528$9.84M0.17%-49,93313F-HRTimeline
StoneCrest Wealth Management, Inc.127,963$9.79M4.14%+32113F-HRTimeline
Cordoba Advisory Partners LLC126,395$9.67M2.67%-2,59213F-HRTimeline
Elevated Capital Advisors, LLC125,601$9.61M2.42%-34,38313F-HRTimeline
Columbia River Financial Group, LLC125,371$9.6M5.57%+6,00213F-HRTimeline
BlackDiamond Wealth Management, LLC124,156$9.5M4.58%+23,02013F-HRTimeline
Tower View Wealth Management LLC124,052$9.49M4.87%+5,28313F-HRTimeline
Baltimore-Washington Financial Advisors…122,954$9.41M0.41%+2,48013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC122,589$9.38M3%-20413F-HRTimeline
GTS SECURITIES LLC122,382$9.37M0.33%+49,54313F-HRTimeline
BIP Wealth, LLC122,340$9.36M0.38%-8,06313F-HRTimeline
National Wealth Management Group, LLC121,226$9.28M3.46%+44,06613F-HRTimeline
Pure Financial Advisors, LLC120,818$9.25M0.13%+56,91413F-HRTimeline
ARVEST INVESTMENTS, INC.120,577$9.23M1.26%-8,41113F-HRTimeline
Upper Left Wealth Management, LLC120,547$9.23M5.45%+10413F-HRTimeline
HBK INVESTMENTS L P120,539$9.23M0.12%+15,25113F-HRTimeline
WELCH CAPITAL PARTNERS LLC/NY119,937$9.18M2.07%-28,27013F-HRTimeline
Guardian Asset Advisors, LLC119,639$9.16M5.35%-19,61613F-HRTimeline
EP Wealth Advisors, LLC119,178$9.12M0.04%-1,18613F-HRTimeline
Foundations Investment Advisors, LLC118,997$9.11M0.11%-56,02113F-HRTimeline
Clarus Wealth Advisors117,377$9.11M3.88%-57113F-HRTimeline
PAX Financial Group, LLC117,505$8.99M1.53%+111,47313F-HRTimeline
Bull Oak Capital, LLC117,483$8.99M3.46%-81813F-HRTimeline
6th Street Advisors, LLC116,949$8.95M5.63%13F-HRTimeline
Cooper Capital Advisors LLC114,786$8.79M6.15%+3,78013F-HRTimeline
Cobblestone Asset Management LLC114,560$8.77M3.94%-2,30713F-HRTimeline
WorthPointe, LLC113,407$8.68M2.37%+80,86913F-HRTimeline
CENTAURUS FINANCIAL, INC.112,688$8.62M0.41%-46,57713F-HRTimeline
MMA ASSET MANAGEMENT LLC112,461$8.61M3.03%+9,65513F-HRTimeline
River Street Advisors LLC112,266$8.59M2.9%+12,63713F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.110,739$8.48M0.69%-229,06813F-HRTimeline
ARQ WEALTH ADVISORS, LLC110,429$8.45M1.52%+1,16313F-HRTimeline
Turning Point Benefit Group, Inc.141,727$8.44M5.37%+19,74713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC110,042$8.42M0.54%-9,96013F-HRTimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV102,945$8.41M1.9%+5,20913F-HRTimeline
Morling Financial Advisors, LLC109,688$8.4M2.59%-1413F-HRTimeline
SUTTON PLACE INVESTORS LLC108,827$8.33M4.56%+14,24713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC108,342$8.29M0.18%+113F-HRTimeline
Worth Asset Management, LLC108,281$8.29M3.09%-7,39613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV108,097$8.27M0.43%+2,66113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.107,308$8.21M6%+44,59513F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.109,046$8.2M0.01%13F-HRTimelineGroup
Talon Private Wealth, LLC106,957$8.19M1.09%13F-HRTimeline
Hopwood Nicholas Hunter106,884$8.18M2.6%+3,53113F-HRTimeline
HOWARD BAILEY SECURITIES, LLC106,667$8.16M3.36%-4,66413F-HRTimeline
Vise Technologies, Inc.100,546$8.07M0.16%013F-HRTimeline
OPTIMA CAPITAL LLC105,072$8.04M3.73%-16,80113F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC104,665$8.01M0.8%-14,29113F-HRTimeline
Adams Wealth Management104,472$8M1.76%-1,79713F-HRTimeline
CacheTech Inc.104,472$8M1.54%-1,79713F-HRTimeline
Balefire, LLC104,453$7.99M1.51%+7,96913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…104,301$7.98M0.68%-11,32613F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC103,629$7.93M2.63%+49,91113F-HRTimeline
Prime Capital Investment Advisors, LLC103,314$7.91M0.09%+20,85613F-HRTimeline
ERn Financial, LLC102,287$7.83M1.47%+5,22013F-HRTimeline
Abound Wealth Management102,189$7.82M1.78%+27,92713F-HRTimeline
PCG Wealth Advisors, LLC101,709$7.78M1.97%-72,25113F-HRTimeline
Capital Asset Advisory Services LLC93,107$7.77M0.3%+87,25313F-HRTimeline
Values Added Financial LLC101,232$7.75M3.26%+1,92313F-HRTimeline
Fortis Group Advisors, LLC91,423$7.73M1.28%-63,78013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC100,476$7.69M2.82%+13,92013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC100,005$7.65M1.13%+24,60013F-HRTimelineGroup
Trinity Wealth Management, LLC99,922$7.65M2.81%-30013F-HRTimeline
Sanchez Wealth Management Group99,230$7.6M1.64%+20,07013F-HRTimeline
Regal Investment Advisors LLC99,038$7.58M0.44%-2,48613F-HRTimeline
SK Wealth Management, LLC96,959$7.52M2.09%+7,61913F-HRTimeline
Trademark Financial Management, LLC98,085$7.51M3.68%+12,39313F-HRTimeline
Chatterton & Associates Inc.92,725$7.42M5.2%+35,78213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC95,975$7.35M0.04%+12,57313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP95,738$7.33M<0.01%+2,35113F-HRTimelineGroup
Range Financial Group LLC95,281$7.29M2.45%-1,04513F-HRTimeline
Perennial Advisors, LLC95,054$7.28M1.24%-5,72713F-HRTimeline
Prospera Financial Services Inc95,020$7.27M0.12%+84,71913F-HRTimeline
Boothe Investment Group, Inc.94,563$7.24M2.33%new13F-HRTimeline
Tandem Investment Partners LLC93,778$7.18M6.09%+7,91313F-HRTimeline
Vantage Point Financial LLC93,676$7.17M2.52%-40,23713F-HRTimeline
Orange Investment Advisors, Inc.93,547$7.16M0.93%+31,35413F-HR/ATimeline
WEALTH MANAGEMENT RESOURCES, INC.93,315$7.14M2.49%-1,20213F-HRTimeline
E&G Advisors, LLC92,850$7.11M1.58%+3,39213F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC91,466$7.04M4.8%new13F-HRTimeline
FFG RETIREMENT ADVISORS LLC91,982$7.04M4.1%-7,32713F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…91,814$7.03M0.87%+24,05913F-HR/ATimelineGroup
Commonwealth Financial Services, LLC91,203$6.98M1.11%+6,69513F-HRTimeline
Financial Guidance Group, Inc.90,551$6.93M2.79%+7,81013F-HRTimeline
Aspire Private Capital, LLC90,453$6.92M1.56%-1,77913F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC90,180$6.9M0.09%+8,85313F-HRTimelineGroup
BUSH INVESTMENT GROUP, LLC89,864$6.88M3.76%+17,04513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.89,351$6.84M4.28%-12,09913F-HRTimeline
WealthPoint Financial, LLC88,982$6.81M5.7%+20,95513F-HR/ATimeline
TUDOR INVESTMENT CORP ET AL88,346$6.76M0.04%+14,43213F-HRTimeline
Kingsbury Capital Investment Advisors L…88,043$6.74M6.33%13F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD87,919$6.73M0.07%-13,55313F-HRTimelineGroup
Compass Wealth Management LLC87,820$6.72M1.66%+9,44913F-HRTimeline
Shepherd Financial Partners LLC87,529$6.7M0.64%-55113F-HRTimeline
Cordatus Wealth Management LLC86,997$6.66M1.58%new13F-HRTimeline
Compound Planning, Inc.86,854$6.65M0.21%+51,33313F-HRTimeline
Midwest Heritage Bank, FSB86,236$6.6M2.12%-7,42813F-HRTimeline
CONDOR CAPITAL MANAGEMENT84,237$6.45M0.54%-10,09113F-HRTimeline
Steward Partners Investment Advisory, L…83,832$6.42M0.03%-13,83813F-HRTimeline
THEORY FINANCIAL LLC83,451$6.39M2.24%+16,78913F-HRTimeline
Financial Solutions Advisory Group, Inc.83,054$6.36M0.88%13F-HRTimeline
Brown Miller Wealth Management, LLC82,278$6.3M1.79%+8,94113F-HRTimeline
Smartleaf Asset Management LLC83,527$6.21M0.22%+10,62813F-HRTimeline
NWAM LLC80,733$6.18M0.36%+6,31313F-HRTimeline
HBK Sorce Advisory LLC70,350$6.11M0.12%+69413F-HRTimeline
Etesian Wealth Advisors, Inc.79,641$6.1M1.94%+4,68813F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC79,135$6.06M0.43%+7,08213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding72,251$6.05M-197,030Timeline
BROGAN FINANCIAL, INC.79,031$6.05M2.66%+18313F-HRTimeline
Transcendent Capital Group LLC78,144$5.98M2.73%+22713F-HRTimeline
Horizon Wealth Management, LLC77,533$5.93M0.87%+5413F-HRTimeline
Uniting Wealth Partners, LLC76,309$5.84M1.24%+9,35813F-HRTimeline
ATX Financial Planning, LLC76,304$5.84M4.44%+14,06813F-HRTimeline
DEARBORN PARTNERS LLC76,262$5.84M0.32%+16,28013F-HRTimeline
Continuum Advisory, LLC76,186$5.83M0.56%-2,55413F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC75,736$5.8M2.65%new13F-HRTimeline
Clearview Wealth Management LLC75,030$5.74M4.06%13F-HRTimeline
Spectrum Planning & Advisory Services I…74,877$5.73M2.84%+3,09813F-HRTimeline
J.W. COLE ADVISORS, INC.74,730$5.72M0.19%-7013F-HRTimeline
Meridian Financial Advisors, LLC74,249$5.68M3.11%+3,07013F-HRTimeline
Golden State Wealth Management, LLC73,948$5.66M0.62%-42,64413F-HRTimeline
Blue Capital, Inc.73,648$5.64M3.68%-88213F-HRTimeline
Catalina Capital Group, LLC73,473$5.62M3.45%+9,50813F-HRTimeline
Midwest Trust Co73,275$5.61M0.07%-12513F-HRTimeline
Timmons Wealth Management, LLC73,200$5.6M5.31%+5,05313F-HRTimeline
GeoWealth Management, LLC73,145$5.6M0.2%+10,25613F-HRTimeline
TRUEFG, LLC72,799$5.57M1.48%+3,53313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC72,796$5.57M0.6%-1,77813F-HRTimeline
Carroll Advisory Group, LLC72,700$5.56M2.16%-3,91413F-HRTimeline
Tilson Financial Group, Inc.72,553$5.55M1.67%+2,94713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.71,834$5.5M1.84%-1,81513F-HRTimeline
Syntegra Private Wealth Group, LLC71,365$5.46M0.52%+1,53813F-HRTimeline
Integrated Wealth Management70,802$5.42M6.21%+18,36213F-HRTimeline
Downshift Financial, LLC64,018$5.35M2.77%+8,42413F-HRTimeline
Parallel Advisors, LLC69,553$5.32M0.1%+5,04313F-HR/ATimeline
Vestment Financial LLC63,468$5.29M2.49%+3,92313F-HRTimeline
Aldebaran Financial Inc.68,711$5.26M4.99%+3,47313F-HRTimeline
Tempus Wealth Planning, LLC67,658$5.18M1.19%+15,78513F-HRTimeline
Perigon Wealth Management, LLC67,610$5.17M0.09%+3,31413F-HRTimeline
WealthPLAN Partners, LLC67,180$5.14M0.99%+16,05113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC67,056$5.13M0.34%-529,91413F-HRTimeline
OPUS INVESTMENT MANAGEMENT INCin group OPUS INVESTMENT MANAGEMENT INC66,878$5.12M3.05%new13F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA66,621$5.1M1.05%+8,69313F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…66,364$5.08M0.61%+12,81413F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC66,057$5.06M0.44%+12,86513F-HRTimeline
Parcion Private Wealth LLC65,715$5.03M0.31%+3,84413F-HRTimeline
Copia Wealth Management65,642$5.02M3.45%-18,11413F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC65,474$5.01M4.71%+12,79913F-HRTimeline
Per Stirling Capital Management, LLC.65,293$5M0.55%-72413F-HRTimeline
MLP3, LLC65,263$5M5.51%+2,84113F-HRTimeline
Financial Security Advisor, Inc.64,912$4.97M0.91%+48713F-HRTimeline
Quantinno Capital Management LP64,751$4.96M0.01%+12,60913F-HRTimeline
Stillwater Private Wealth, LLC64,433$4.93M4.17%13F-HRTimeline
Cushing Capital Partners, LLC63,771$4.88M3.75%-8,72813F-HRTimeline
Maridea Wealth Management LLC63,717$4.88M0.71%-90413F-HRTimeline
Legacy Capital Group California, Inc.63,615$4.87M1.85%-7,67213F-HRTimeline
Alpha Financial Partners LLC62,716$4.8M2.84%+1513F-HRTimeline
Bison Wealth, LLC54,680$4.78M0.46%+13,19313F-HRTimeline
NVWM, LLC62,000$4.75M1.06%+40,93713F-HRTimeline
Beaumont Financial Advisors, LLC61,822$4.73M0.33%013F-HRTimeline
COURIER CAPITAL LLC61,355$4.7M0.26%-9,80313F-HR/ATimeline
Modera Wealth Management, LLC60,778$4.65M0.06%-4,80013F-HRTimeline