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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,708 managers (1,732 13F filers) reported a position in SPYM shares at 2026-06-30, 1,317,701,100 shares in all. 176 filers opened a position and 52 filers sold out during the quarter.

Managers
1,708
13F filers
1,732
New
176
Added
891
Reduced
462
Sold out
52
Shares held by filers
1,317,701,100

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Midwest Trust Co73,211$6.43M0.07%-6413F-HRTimeline
CONDOR CAPITAL MANAGEMENT73,147$6.43M0.48%-11,09013F-HRTimeline
J.W. COLE ADVISORS, INC.73,087$6.42M0.11%-1,64313F-HRTimeline
Clearview Wealth Management LLC72,958$6.41M4.12%-2,07213F-HRTimeline
Blue Capital, Inc.72,895$6.41M4.07%-75313F-HRTimeline
HBK Sorce Advisory LLC70,282$6.37M0.12%-6813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.71,895$6.32M1.96%+6113F-HRTimeline
Carroll Advisory Group, LLC71,069$6.25M2.05%-1,63113F-HRTimeline
FWG Investments, LLC.70,678$6.21M3.29%+40,70613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…70,354$6.18M0.15%+70,23713F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC69,872$6.14M0.6%-2,92413F-HRTimeline
Manhattan West Asset Management, LLC69,761$6.13M1.02%+10,44213F-HRTimeline
Galvin, Gaustad & Stein, LLC68,838$6.05M0.45%+58,98713F-HRTimeline
Parcion Private Wealth LLC68,621$6.03M0.33%+2,90613F-HRTimeline
Capital Investment Advisory Services, L…68,616$6.03M0.37%+11,00713F-HRTimeline
Pacific Excel Wealth Advisors, Inc.68,319$6M2.32%+56,86113F-HRTimeline
Heritage Family Offices, LLP68,319$6M2.32%+19,75213F-HRTimeline
Cushing Capital Partners, LLC67,839$5.96M4.11%+4,06813F-HRTimeline
MN Wealth Advisors, LLC67,588$5.94M2.53%+16,25313F-HRTimeline
Perigon Wealth Management, LLC67,093$5.9M0.09%-51713F-HRTimeline
OPUS INVESTMENT MANAGEMENT INCin group OPUS INVESTMENT MANAGEMENT INC66,878$5.88M3.21%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC66,850$5.87M0.36%-20613F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC66,654$5.86M0.45%+59713F-HRTimeline
Vestment Financial LLC65,392$5.79M2.59%+1,92413F-HRTimeline
Downshift Financial, LLC65,506$5.76M2.61%+1,48813F-HRTimeline
Maridea Wealth Management LLC65,250$5.73M0.62%+1,53313F-HRTimeline
URS Advisory LLC65,208$5.73M3.19%+7,89913F-HRTimeline
Portside Wealth Group, LLC64,985$5.71M0.67%+60,64813F-HRTimeline
Per Stirling Capital Management, LLC.64,635$5.68M0.54%-65813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED64,617$5.68M0.34%+8,21613F-HRTimeline
Triad Wealth Partners, LLC63,466$5.66M0.34%-135,74913F-HRTimeline
Copia Wealth Management63,616$5.59M3.36%-2,02613F-HRTimeline
Rossby Financial, LCC62,179$5.46M1%+21,30513F-HRTimeline
Aureum Wealth Management, LLC62,044$5.45M3.38%+2,06013F-HRTimeline
Kingsbury Capital Investment Advisors L…61,881$5.44M4.6%-26,16213F-HRTimeline
KMT WEALTH MANAGEMENT, LLC61,881$5.44M4.6%new13F-HRTimeline
Latitude Advisors, LLC60,659$5.33M2.13%+8,07213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC60,396$5.31M0.36%+9,43013F-HRTimeline
Beaumont Financial Advisors, LLC60,302$5.3M0.34%-1,52013F-HRTimeline
Parkway Wealth Management Group, LLC59,711$5.25M0.61%+13,85913F-HRTimeline
Prostatis Group LLC59,484$5.23M1.22%+1,23213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC59,269$5.21M0.2%+26,84313F-HRTimeline
IMG Wealth Management, Inc.59,209$5.2M2.9%+3,40013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS59,155$5.2M<0.01%-1,39413F-HRTimelineGroup
Legacy Capital Group California, Inc.59,104$5.19M1.57%-4,51113F-HRTimeline
COURIER CAPITAL LLC58,972$5.18M0.26%-2,38313F-HRTimeline
Fonville Wealth Management LLC58,952$5.18M0.85%-97113F-HRTimeline
High Probability Advisors, LLC58,738$5.16M0.55%+3,40213F-HRTimeline
Lunt Capital Management, Inc.58,616$5.15M1.89%-39713F-HRTimeline
SHUTTLEWORTH & Co58,247$5.12M4.09%+9,09113F-HRTimeline
Asempa Wealth Advisors58,066$5.1M3.89%+12,21613F-HRTimeline
Davidson Kempner Capital Management LP57,850$5.08M0.08%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC57,838$5.08M0.69%+4,67913F-HRTimelineGroup
Federation des caisses Desjardins du Qu…57,833$5.08M0.02%+5,31813F-HRTimeline
Modera Wealth Management, LLC57,542$5.06M0.05%-3,23613F-HRTimeline
New Jersey Better Educational Savings T…57,427$5.05M8.12%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC55,831$5.01M0.61%13F-HRTimeline
Lifeworks Advisors, LLC57,006$5.01M0.52%-2,38013F-HRTimeline
Bluesphere Advisors LLC56,776$4.99M1.54%-55613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT56,487$4.96M0.07%-3,80713F-HR/ATimeline
COLTON GROOME FINANCIAL ADVISORS, LLC56,097$4.93M1.19%+2,21013F-HRTimeline
YHB Investment Advisors, Inc.55,978$4.92M0.32%+3,39113F-HRTimeline
Sunpointe, LLC55,930$4.92M1.4%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…55,381$4.87M0.13%+61413F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC55,242$4.85M1.33%+50,46913F-HR/ATimeline
SEMITAM BONAM LLC54,270$4.77M3.5%+1,02013F-HRTimeline
Harbor Group, Inc.54,102$4.75M0.56%+17,30213F-HRTimeline
CERTUITY, LLC53,927$4.74M0.23%+13913F-HRTimeline
BEACON FINANCIAL GROUP53,773$4.73M0.43%+4,51313F-HRTimeline
Alpha Financial Partners LLC53,760$4.72M2.48%-8,95613F-HRTimeline
Bestgate Wealth Advisors, LLC53,698$4.72M7.52%-94013F-HRTimeline
Compass Financial Group, Inc.53,133$4.67M1.97%-1,41113F-HRTimeline
MATHER GROUP, LLC.53,049$4.66M0.04%-1,23413F-HRTimeline
PKS Advisory Services, LLC53,030$4.66M0.74%+36,93013F-HRTimeline
HF Advisory Group, LLC52,889$4.65M1.44%+42913F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding52,842$4.64M+6,477Timeline
McHugh Group, LLC52,685$4.63M2.37%+16513F-HRTimeline
GeoWealth Management, LLC52,571$4.62M0.15%-20,57413F-HRTimeline
Traynor Capital Management, Inc.52,518$4.62M0.22%-3,37213F-HRTimeline
WEDBUSH SECURITIES INC52,331$4.6M0.12%+3,69513F-HRTimeline
Imprint Wealth LLC52,271$4.59M18.65%+11,74213F-HRTimeline
Emergent Wealth Advisors, LLC51,856$4.58M2.38%+41513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV51,899$4.56M0.22%+3,97213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC51,517$4.53M0.3%+12,01513F-HRTimeline
Balentine LLC51,067$4.49M0.16%013F-HRTimeline
Palatine Hill Wealth Management, LLC50,893$4.47M3.6%-21213F-HRTimeline
RDA Financial Network50,563$4.44M0.97%+21,88213F-HRTimeline
Robertson Stephens Wealth Management, L…50,372$4.43M0.11%-2,16013F-HRTimeline
Sanchez Gaunt Capital Management, LLC50,337$4.42M2.47%+2,54213F-HRTimeline
Synergy Investment Management, LLC50,136$4.41M1.07%-25013F-HRTimeline
Dakota Wealth Management49,965$4.39M0.08%+1,95113F-HRTimeline
Phillip James Consulting Co.49,913$4.39M2.93%new13F-HRTimeline
McNamara Financial Services, Inc.49,792$4.38M0.75%+4413F-HRTimeline
MSH Capital Advisors LLC49,713$4.37M0.76%+30813F-HRTimeline
CATALYST PRIVATE WEALTH, LLC49,489$4.35M2.1%013F-HRTimeline
Trek Financial, LLC49,271$4.33M0.22%-1,71113F-HRTimeline
ACT Advisors, LLC.48,719$4.28M1.42%-82413F-HRTimeline
CAP Partners, LLC48,680$4.28M2.09%+7,57813F-HRTimeline
Oregon Pacific Wealth Management, LLC48,632$4.27M4.01%+1,56413F-HRTimeline
International Private Wealth Advisors L…48,511$4.26M2.19%+87813F-HRTimeline
Centennial Advisors, LLC47,649$4.19M5%+2,46613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP47,450$4.17M<0.01%-56913F-HRTimelineGroup
Avantax Planning Partners, Inc.47,320$4.16M0.1%-64813F-HRTimeline
PCB Capital LLC47,249$4.15M5.06%+9,03613F-HRTimeline
Vectors Research Management, LLC47,187$4.15M1.08%-2,71813F-HRTimeline
ETF Store, Inc.46,521$4.09M3.42%+7,25913F-HRTimeline
Gilbert & Cook, Inc.46,324$4.07M0.47%+1,55413F-HRTimeline
NewEdge Wealth, LLC46,269$4.07M0.04%+88113F-HRTimeline
Cape Investment Advisory, Inc.46,081$4.05M1.08%+1,99413F-HRTimeline
Insight Advisors, LLC/ PA46,057$4.05M0.71%+1,33513F-HRTimeline
STEVENS CAPITAL PARTNERS46,019$4.04M0.77%-4,94313F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC45,772$4.02M0.59%-12,70313F-HRTimeline
New Insight Wealth Advisors45,219$3.97M1.17%+1,88713F-HRTimeline
Empowered Funds, LLC45,200$3.97M0.02%+40,96213F-HRTimeline
Endurance Services Ltd45,200$3.97M0.61%+26,00013F-HRTimeline
Jackson Wealth Management, LLC44,742$3.93M2.31%-493,95713F-HRTimeline
SMART Wealth LLC44,687$3.93M0.85%+13,29313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …44,621$3.92M0.01%+39,58113F-HRTimelineGroup
Cresset Asset Management, LLC44,507$3.91M0.01%+40,35613F-HRTimeline
TIAAgroup of 3 filers holding44,219$3.89M+31,497Timeline
Garden State Investment Advisory Servic…44,115$3.88M0.76%new13F-HRTimeline
MBM WEALTH CONSULTANTS, LLC44,032$3.87M0.75%-2,87613F-HRTimeline
HWG Holdings LP43,989$3.87M0.87%-4,53213F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC43,984$3.87M1.35%-1,58913F-HRTimeline
Secure Asset Management, LLC43,824$3.85M0.54%+22,79113F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding43,797$3.85M-1,820Timeline
Fiscal Wisdom Wealth Management, LLC43,783$3.85M3.26%-37313F-HRTimeline
Wright Wealth LLC43,370$3.81M2.29%+91713F-HRTimeline
Maple Capital Management, Inc.43,108$3.79M0.22%+5,02213F-HRTimeline
Apella Capital, LLC42,839$3.77M0.05%+6513F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC42,418$3.73M2.04%new13F-HRTimeline
Clarity Financial LLC42,059$3.7M0.32%-2,02713F-HRTimeline
RENASANT BANK41,962$3.69M2.37%+1,05713F-HRTimeline
Vickerman Investment Advisors, Inc.41,439$3.64M0.71%-3,29813F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC40,918$3.6M0.44%013F-HRTimeline
JDM Financial Group LLC40,698$3.58M1.22%+513F-HRTimeline
Wagner Wealth Management, Corp40,594$3.57M2.88%+1,80913F-HRTimeline
RMR Wealth Builders40,370$3.55M0.22%+26813F-HRTimeline
Intrepid Financial Planning Group LLC40,283$3.54M1.2%+55813F-HRTimeline
JSF Financial, LLC40,159$3.53M0.57%-89113F-HRTimeline
Key Client Fiduciary Advisors, LLC39,644$3.48M1.01%+5,43413F-HRTimeline
Csenge Advisory Group39,434$3.47M0.14%+85813F-HRTimeline
Annex Advisory Services, LLC38,978$3.43M0.06%+3,39413F-HRTimeline
USAdvisors Wealth Management, LLC38,911$3.42M0.98%-34013F-HRTimeline
Range Advisory, LLC38,788$3.41M0.41%+15,35013F-HRTimeline
Alliance Wealth Advisors, LLC /UT38,656$3.4M0.64%new13F-HRTimeline
Connecticut Wealth Management, LLC38,552$3.39M0.13%-1,15413F-HRTimeline
Magnolia Private Wealth, LLC38,552$3.39M1.86%+30,69513F-HRTimeline
Vivid Wealth Management, LLC38,253$3.36M1.18%+1,44313F-HRTimeline
Private Advisory Group LLC38,107$3.35M0.19%+5,65313F-HRTimeline
NOVUS ADVISORS, LLC38,097$3.35M6.98%+91713F-HRTimeline
Hofer & Associates. Inc38,066$3.35M1.62%+1,53313F-HRTimeline
WORLD EQUITY GROUP, INC.37,691$3.31M0.74%+24,86513F-HRTimeline
Facet Wealth, Inc.37,653$3.31M0.05%+6,82813F-HRTimeline
Triumph Capital Management37,615$3.31M0.6%+3,82013F-HRTimeline
Waterfront Wealth Inc.37,202$3.31M0.51%+1,79913F-HRTimeline
Corundum Group, Inc.37,204$3.27M0.97%+3,66513F-HRTimeline
Corsicana & Co.37,177$3.27M1.58%+16,52213F-HRTimeline
Resurgent Financial Advisors LLC37,161$3.27M0.91%+11,78613F-HRTimeline
American Financial Advisors, LLC36,840$3.24M0.39%-7913F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC36,543$3.21M1.37%new13F-HRTimeline
Americana Partners, LLC36,494$3.21M0.07%-9,39713F-HRTimeline
IFC & Insurance Marketing, Inc.36,487$3.21M2.82%-69113F-HRTimeline
Fortitude Family Office, LLC36,479$3.21M0.63%-87913F-HRTimeline
Spectrum Strategic Capital Management, …36,224$3.18M1.58%-6,85713F-HRTimeline
C M BIDWELL & ASSOCIATES LTD36,219$3.18M1.3%+3,38113F-HRTimeline
Pinnacle Family Advisors, LLC36,204$3.18M1.33%+6,55013F-HRTimeline
Asset Allocation & Management Company, …36,130$3.17M1.03%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…35,980$3.16M0.48%+18,77013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC35,872$3.15M0.71%+3,74013F-HRTimeline
Summit Financial Wealth Advisors, LLC35,704$3.14M0.4%+2,72213F-HRTimeline
Elevation Wealth Management LLC35,632$3.13M2.34%+2,35313F-HRTimeline
Aspen Wealth Strategies, LLC35,468$3.12M1.51%+2,91913F-HRTimeline
TriCert Investment Counsel Inc.35,373$3.11M0.29%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arista Wealth Management, LLC35,309$3.1M0.33%013F-HRTimeline
M Holdings Securities, Inc.35,412$3.08M0.42%+1,72113F-HRTimeline
Worth Financial Advisory Group, LLC35,080$3.08M1.28%new13F-HRTimeline
Wescott Financial Advisory Group, LLC35,074$3.08M0.24%-5,85013F-HRTimeline
Caitlin John, LLC34,753$3.05M1.67%+19,54813F-HRTimeline
Westover Capital Advisors, LLC34,647$3.04M0.51%-2,54413F-HRTimeline
Schneider Downs Wealth Management Advis…34,566$3.04M0.29%013F-HRTimeline
LifeWealth Investments, LLC34,487$3.03M0.81%-14,59313F-HRTimeline
Prosperity Consulting Group, LLC34,465$3.03M0.11%+8,05713F-HRTimeline
IEQ CAPITAL, LLC34,302$3.01M0.01%+2,39313F-HRTimeline
Global Assets Advisory, LLC34,223$3.01M0.66%new13F-HRTimeline
Pitti Group Wealth Management, LLC34,236$3.01M2.19%+39713F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC34,128$3M0.78%+2,45213F-HRTimeline
HRT FINANCIAL LP34,082$3M0.01%new13F-HRTimeline
Sound Income Strategies, LLC34,028$2.99M0.13%+31,43613F-HRTimeline
MidFirst Bank33,986$2.99M0.21%-2,55813F-HRTimeline
NORDEN GROUP LLC33,976$2.99M0.24%+9,13113F-HRTimeline
PRIVATE TRUST CO NA33,950$2.98M0.24%-97613F-HRTimeline
Wealthfront Advisers LLC33,910$2.98M0.01%+7,20313F-HRTimeline
Brookwood Investment Group LLC33,770$2.97M0.34%+48313F-HRTimeline
Key Capital Management, INC33,523$2.95M1.52%+25,10913F-HRTimeline
Main Street Financial Solutions, LLC33,411$2.94M0.19%+27,20013F-HRTimeline
Caliber Wealth Management, LLC / KS33,292$2.93M0.28%+14,34413F-HRTimeline
McKinley Carter Wealth Services, Inc.33,163$2.91M0.15%013F-HRTimeline
Midwest Financial Network, LLC32,724$2.88M1.96%+21,30113F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC32,669$2.87M0.01%new13F-HRTimelineGroup