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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,238 managers (1,255 13F filers) reported a position in SPYM shares at 2024-12-31, 536,995,009 shares in all. 110 filers opened a position and 51 filers sold out during the quarter.

Managers
1,238
13F filers
1,255
New
110
Added
552
Reduced
373
Sold out
51
Shares held by filers
536,995,009

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Dentgroup LLC33,004$2.28M1.74%-20,94613F-HRTimeline
Encompass More Asset Management32,736$2.26M0.75%+26,42313F-HRTimeline
Fermata Advisors, LLC32,625$2.25M0.42%+36013F-HRTimeline
Financial Guidance Group, Inc.32,544$2.24M1.23%+6,95713F-HRTimeline
Sanchez Wealth Management Group32,528$2.24M0.61%+83213F-HRTimeline
International Private Wealth Advisors L…32,349$2.23M2.22%+21,16413F-HRTimeline
WHITTIER TRUST CO32,339$2.23M0.03%-60013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding32,252$2.22M+709Timeline
OPTIMA CAPITAL LLC31,945$2.2M1.52%13F-HRTimeline
WEALTHGARDEN F.S. LLC31,840$2.2M2.05%+4,14913F-HRTimeline
Compound Planning, Inc.31,123$2.15M0.11%-57413F-HRTimeline
My Personal CFO, LLC30,801$2.12M1.09%-10513F-HRTimeline
Apella Capital, LLC30,771$2.12M0.08%+1213F-HRTimeline
Teamwork Financial Advisors, LLC30,623$2.11M0.27%-13013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA30,585$2.11M0.48%+2,95213F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC30,505$2.1M0.66%-89113F-HRTimeline
MAI Capital Management30,208$2.08M0.02%+6,71813F-HRTimeline
Sterling Financial Group, Inc.30,000$2.07M0.77%013F-HRTimeline
MN Wealth Advisors, LLC29,869$2.06M1.16%+1,96013F-HRTimeline
Capital Investment Advisory Services, L…29,797$2.05M0.2%+12,38513F-HRTimeline
Facet Wealth, Inc.29,042$2.05M0.05%-1,15513F-HRTimeline
Stegent Equity Advisors, Inc.29,652$2.04M2.07%+2,91313F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC29,309$2.02M0.16%+2,54513F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC28,990$2M0.66%+63613F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC28,935$1.99M0.34%+22513F-HRTimeline
MBE Wealth Management, LLC28,780$1.98M1.12%+3,86913F-HRTimeline
Frisco Financial Planning LLC28,761$1.98M1.96%13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC28,752$1.98M0.07%-15,83813F-HRTimeline
Integrity Wealth Solutions LLC28,653$1.98M1.11%+14513F-HRTimeline
Aspen Wealth Management LLC28,259$1.95M0.58%-4,31713F-HRTimeline
Raab & Moskowitz Asset Management LLC28,080$1.94M0.47%-16813F-HRTimeline
Vantage Investment Partners, LLC28,025$1.93M0.17%-28013F-HRTimeline
W.H. Cornerstone Investments Inc.27,962$1.93M1.29%-69813F-HRTimeline
Safeguard Financial, LLC27,921$1.92M0.42%-2,56113F-HRTimeline
Abound Wealth Management27,770$1.91M0.61%+3,45613F-HRTimeline
WealthShield Partners, LLC27,755$1.91M0.27%-13913F-HRTimeline
Pinion Investment Advisors, LLC27,728$1.91M0.76%-17913F-HRTimeline
Headlands Technologies LLC27,323$1.88M0.19%+18,47913F-HRTimeline
Cape Investment Advisory, Inc.27,292$1.88M0.74%+4,11713F-HRTimeline
YHB Investment Advisors, Inc.27,000$1.86M0.15%-73713F-HRTimeline
Root Financial Partners, LLC26,966$1.86M0.23%+99313F-HRTimeline
Rooted Wealth Advisors, Inc.26,723$1.85M0.72%-2813F-HRTimeline
Stone Summit Wealth LLC26,453$1.82M0.61%-50313F-HRTimeline
Narus Financial Partners, LLC26,378$1.82M0.62%+1,07213F-HRTimeline
Insight Advisors, LLC/ PA26,192$1.81M0.31%+4,41813F-HRTimeline
Schwallier Wealth Management LLC26,265$1.81M1.38%-1,33113F-HRTimeline
SBI Securities Co., Ltd.26,258$1.81M0.06%13F-HRTimeline
VISTA INVESTMENT MANAGEMENT26,218$1.81M0.69%-89413F-HRTimeline
Redwood Financial Network Corp25,904$1.79M1.33%+1,12513F-HRTimeline
Fulcrum Equity Management25,799$1.78M1.76%-1,43613F-HRTimeline
Treasure Coast Financial Planning25,596$1.76M1.16%013F-HRTimeline
Perennial Advisors, LLC25,520$1.76M0.38%13F-HRTimeline
Resurgent Financial Advisors LLC25,433$1.75M1.03%+6,51813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC25,096$1.73M0.04%-4,70513F-HRTimeline
HARMONY ASSET MANAGEMENT LLC25,054$1.73M0.68%-80013F-HRTimeline
RENASANT BANK25,032$1.73M1.12%+14,61713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC24,979$1.72M0.04%-2,82813F-HRTimeline
C M BIDWELL & ASSOCIATES LTD24,929$1.72M1.04%-10513F-HRTimeline
SMART Wealth LLC24,821$1.71M0.61%+1,40713F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …24,695$1.7M0.02%-1,71513F-HRTimelineGroup
Higgins & Schmidt Wealth Strategies LLC24,655$1.7M1.06%-4,01313F-HRTimeline
Qube Research & Technologies Ltd24,627$1.7M<0.01%+14,28413F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.24,603$1.7M0.76%+35713F-HRTimeline
SENTINEL PENSION ADVISORS, LLC24,392$1.68M0.31%-21,97213F-HRTimeline
Koshinski Asset Management, Inc.23,935$1.65M0.15%-2913F-HRTimeline
Trademark Financial Management, LLC23,920$1.65M1.31%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC23,898$1.65M0.12%+31713F-HRTimeline
Capital A Wealth Management, LLC23,883$1.65M2.73%13F-HRTimeline
Professional Financial Advisors, LLC23,745$1.64M0.42%+32113F-HRTimeline
Strong Tower Advisory Services23,566$1.62M0.42%+5,29513F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC23,465$1.62M0.2%+95513F-HRTimeline
Medallion Wealth Advisors, LLC23,744$1.61M0.8%13F-HRTimeline
TrueWealth Advisors, LLC23,309$1.61M0.54%+46913F-HRTimeline
Legacy Capital Wealth Partners, LLC23,190$1.6M0.4%-21,46313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC23,060$1.59M<0.01%new13F-HRTimelineGroup
COMERICA BANK22,852$1.58M0.01%-7,42313F-HR/ATimeline
Sigma Planning Corp22,718$1.57M0.05%-1,52213F-HRTimeline
Hutchens & Kramer Investment Management…22,371$1.54M0.84%+7,96613F-HRTimeline
&PARTNERS22,145$1.54M0.02%+11,96313F-HRTimeline
Cascade Financial Partners, LLC22,232$1.53M0.2%+313F-HRTimeline
May Hill Capital, LLC22,222$1.53M0.59%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV22,211$1.53M0.11%-6813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC22,140$1.53M0.16%new13F-HRTimeline
ETF Store, Inc.22,088$1.52M1.89%+4,12613F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC22,029$1.52M2.65%13F-HRTimeline
ARVEST INVESTMENTS, INC.21,985$1.52M0.24%new13F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC21,814$1.5M0.32%-54113F-HRTimeline
Richard W. Paul & Associates, LLC21,805$1.5M0.55%-62913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC21,714$1.5M0.17%+4,79713F-HRTimeline
SHAKER INVESTMENTS LLC/OH21,555$1.49M0.62%+1,82813F-HRTimeline
WATERSHED PRIVATE WEALTH LLC21,478$1.48M0.58%-48713F-HRTimeline
NORDEN GROUP LLC21,400$1.48M0.17%-2,30513F-HRTimeline
Quadcap Wealth Management, LLC21,088$1.45M0.21%-2,19813F-HRTimeline
Hartford Financial Management Inc.20,875$1.44M0.29%+2,88813F-HRTimeline
CGN Advisors LLC20,729$1.43M0.14%-1,11513F-HRTimeline
Moors & Cabot, Inc.20,524$1.41M0.07%+61213F-HRTimeline
GoalVest Advisory LLC20,451$1.41M0.39%+28513F-HRTimeline
Savvy Advisors, Inc.20,334$1.4M0.17%+7,67413F-HRTimeline
Resonant Capital Advisors, LLC20,305$1.4M0.1%013F-HRTimeline
Crestwood Advisors Group, LLC20,259$1.4M0.03%-51113F-HRTimeline
CIBC WORLD MARKETS CORP20,247$1.4M0.01%-59313F-HRTimeline
Ranch Capital Advisors Inc.20,178$1.39M0.66%-40913F-HRTimeline
Barnes Wealth Management Group, Inc20,091$1.39M0.93%13F-HRTimeline
Key Client Fiduciary Advisors, LLC19,903$1.37M0.61%+1,11413F-HRTimeline
Realta Investment Advisors19,564$1.36M0.56%+19,17213F-HRTimeline
DAVENPORT & Co LLC19,748$1.36M0.01%+19513F-HRTimeline
JPL Wealth Management, LLC19,630$1.35M0.39%13F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding19,627$1.35M-2,038Timeline
Sovran Advisors, LLC19,747$1.35M0.19%13F-HRTimeline
SMITH, MOORE & CO.19,556$1.35M0.12%+613F-HRTimeline
Flower City Capital19,444$1.34M0.82%-53613F-HRTimeline
Magnus Financial Group LLC19,336$1.33M0.13%+1,31513F-HRTimeline
Bleakley Financial Group, LLC19,325$1.33M0.04%+65613F-HRTimeline
Cobblestone Asset Management LLC19,149$1.32M0.86%+1,00313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC19,111$1.32M0.17%+13913F-HRTimeline
Pallas Capital Advisors LLC19,101$1.32M0.06%-13713F-HRTimeline
Evanson Asset Management, LLC19,066$1.31M0.09%+9,35513F-HRTimeline
Metis Global Partners, LLC18,617$1.28M0.04%+12,17413F-HRTimeline
Etesian Wealth Advisors, Inc.18,528$1.28M0.56%+6,96613F-HRTimeline
Wellment Financial18,459$1.27M1.6%13F-HRTimeline
LEIGH BALDWIN & CO., LLC18,454$1.27M1.07%13F-HR/ATimeline
RED CRANE WEALTH MANAGEMENT, LLC18,450$1.27M1.2%13F-HRTimeline
THREADGILL FINANCIAL, LLC18,443$1.27M0.68%+34913F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC18,435$1.27M0.06%+6313F-HRTimeline
Richmond Investment Services, LLC18,394$1.27M0.71%13F-HRTimeline
Bluesphere Advisors LLC18,323$1.26M0.62%013F-HRTimeline
Copley Financial Group, Inc.18,225$1.26M0.96%+5,03913F-HRTimeline
Quest 10 Wealth Builders, Inc.18,121$1.25M1.24%13F-HRTimeline
Prime Capital Investment Advisors, LLC18,112$1.25M0.02%+2,61013F-HRTimeline
Kingdom Financial Group LLC.18,087$1.25M0.85%-1,31613F-HRTimeline
Trek Financial, LLC17,931$1.24M0.09%+1,86613F-HRTimeline
FreeGulliver LLC17,872$1.23M0.64%-1,48013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT17,558$1.21M0.04%-213F-HRTimeline
TFG Advisers LLC17,228$1.19M0.43%+98213F-HRTimeline
EP Wealth Advisors, LLC16,983$1.17M0.01%+8,85513F-HRTimeline
Fingerlakes Wealth Management, Inc.16,940$1.17M0.94%-55913F-HRTimeline
Landmark Wealth Management, LLC16,898$1.17M0.52%-1,53513F-HRTimeline
Clear Point Advisors Inc.16,839$1.16M0.99%-513F-HRTimeline
Mosaic Advisors LLC16,708$1.15M1.35%new13F-HRTimeline
Cherry Tree Wealth Management, LLC16,628$1.15M0.28%-81013F-HRTimeline
Confluence Wealth Services, Inc.15,822$1.13M0.07%-59213F-HRTimeline
Empirical Asset Management, LLC38,026$1.13M0.38%+1,48213F-HRTimeline
Sebold Capital Management, Inc.16,170$1.11M0.75%-11413F-HRTimeline
AlphaMark Advisors, LLC16,125$1.11M0.48%+62113F-HRTimeline
Smartleaf Asset Management LLC16,065$1.11M0.11%+5,31713F-HRTimeline
Retirement Planning Group, LLC16,003$1.1M0.06%+12,62913F-HRTimeline
360 Financial, Inc.15,969$1.1M0.4%+56613F-HRTimeline
NewEdge Wealth, LLC15,903$1.1M0.02%013F-HRTimeline
Redhawk Wealth Advisors, Inc.15,841$1.09M0.15%-513F-HRTimeline
Avior Wealth Management, LLC15,797$1.09M0.04%+2,56713F-HRTimeline
SFG Wealth Management, LLC.15,674$1.08M0.57%-81013F-HRTimeline
WealthCare Investment Partners, LLC15,579$1.07M0.47%+1,24413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC15,367$1.07M0.22%-24513F-HRTimeline
Verdence Capital Advisors LLC15,495$1.07M0.09%-65913F-HRTimeline
WORLD EQUITY GROUP, INC.15,310$1.06M0.23%new13F-HRTimeline
TAP Consulting, LLC15,201$1.05M0.21%+2,83313F-HRTimeline
PACIFIC FINANCIAL GROUP INC15,048$1.04M0.77%-5,62013F-HRTimeline
Community Bank, N.A.15,037$1.04M0.13%-18713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…15,033$1.04M0.06%+3713F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC14,906$1.03M0.2%13F-HRTimeline
Serenus Wealth Advisors, LLC14,881$1.03M0.18%13F-HRTimeline
Nikulski Financial, Inc.14,726$1.02M0.3%-21913F-HRTimeline
Strategic Investment Advisors / MI14,697$1.01M0.11%-84513F-HRTimeline
Legacy Edge Advisors, LLC14,597$1.01M0.16%new13F-HRTimeline
New Insight Wealth Advisors14,535$1M0.5%+1,71913F-HRTimeline
Fortitude Family Office, LLC14,518$1M0.36%+813F-HRTimeline
Bensler, LLC14,446$996K0.12%-67713F-HRTimeline
Wells Financial Advisors INC14,415$994K1.35%-8,16213F-HRTimeline
True Vision MN LLC14,388$992K0.59%new13F-HRTimeline
TLWM14,295$985K0.19%+5413F-HRTimeline
Jaffetilchin Investment Partners, LLC14,261$983K0.07%+2,10613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC14,261$983K0.42%+92013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.13,769$949K0.01%+2,64213F-HRTimeline
Embree Financial Group13,678$943K0.16%+20313F-HRTimeline
Hofer & Associates. Inc13,673$943K0.63%+9913F-HRTimeline
Q3 Asset Management13,648$940K0.58%new13F-HRTimeline
Moran Wealth Management, LLC13,491$930K0.03%new13F-HRTimeline
Millennium Capital Advisors, LLC13,447$927K0.63%+78913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC13,332$919K0.36%-1,19413F-HRTimeline
Deane Retirement Strategies, Inc.13,148$906K0.46%-41813F-HRTimeline
Leverty Financial Group, LLC13,122$905K0.46%-24913F-HRTimeline
Northwest Capital Management Inc13,106$904K0.39%-4,56513F-HRTimeline
Mason Investment Advisory Services, Inc.13,056$900K0.05%-43813F-HRTimeline
United Advisor Group, LLC12,791$882K0.17%+19613F-HRTimeline
IEQ CAPITAL, LLC12,787$882K0.01%+77713F-HRTimeline
Anchor Investment Management, LLC12,721$877K0.08%+18013F-HRTimeline
Platform Technology Partners12,698$875K0.27%+1,14813F-HRTimeline
Summit Investment Advisory Services, LLC12,695$875K0.45%+3,84013F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC12,608$869K0.17%-1,62713F-HRTimeline
Schorn Wealth LLC12,550$865K0.28%+1313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\12,478$860K<0.01%-1613F-HR/ATimelineGroup
Investments & Financial Planning, LLC12,459$859K0.53%-21913F-HRTimeline
Oregon Pacific Wealth Management, LLC12,438$857K0.84%13F-HRTimeline
Defender Capital, LLC.12,400$855K0.31%013F-HRTimeline
Retirement Planning Co of New England, …12,373$853K0.41%+33313F-HRTimeline
Blue Oak Capital, LLC12,352$852K0.52%13F-HRTimeline
Invst, LLC12,336$850K0.1%+14613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,334$850K0.01%+18513F-HRTimelineGroup
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC12,407$847K0.08%+1,42113F-HRTimelineGroup
Crew Capital Management, Ltd12,273$846K0.7%013F-HRTimeline