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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,277 managers (1,294 13F filers) reported a position in SPYM shares at 2025-03-31, 622,764,721 shares in all. 117 filers opened a position and 70 filers sold out during the quarter.

Managers
1,277
13F filers
1,294
New
117
Added
598
Reduced
427
Sold out
70
Shares held by filers
622,764,721

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Arkadios Wealth Advisors36,693$2.41M0.09%+1,71713F-HRTimeline
Arista Wealth Management, LLC36,533$2.4M0.58%013F-HRTimeline
Trademark Financial Management, LLC36,302$2.39M1.82%+12,38213F-HRTimeline
International Private Wealth Advisors L…36,208$2.38M2.28%+3,85913F-HRTimeline
Worth Financial Advisory Group, LLC35,966$2.37M1.5%-34613F-HRTimeline
Westover Capital Advisors, LLC35,793$2.35M0.52%+35713F-HRTimeline
NWAM LLC35,614$2.34M0.2%-132,03913F-HRTimeline
Annex Advisory Services, LLC35,065$2.31M0.07%-6,56813F-HRTimeline
Gilbert & Cook, Inc.34,965$2.3M0.33%new13F-HRTimeline
Encompass More Asset Management34,227$2.25M0.67%+1,49113F-HRTimeline
Modern Wealth Management, LLC34,194$2.25M0.07%new13F-HR/ATimeline
Freedom Investment Management, Inc.34,146$2.25M0.19%new13F-HRTimeline
Schneider Downs Wealth Management Advis…33,997$2.24M0.4%+31713F-HRTimeline
LexAurum Advisors, LLC33,934$2.23M0.43%-3,16413F-HRTimeline
Qube Research & Technologies Ltd33,884$2.23M<0.01%+9,25713F-HRTimeline
MN Wealth Advisors, LLC33,725$2.22M1.3%+3,85613F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding34,138$2.2M+1,886Timeline
JNBA Financial Advisors33,320$2.19M0.23%-1,31313F-HRTimeline
Cape Investment Advisory, Inc.33,219$2.18M0.87%+5,92713F-HRTimeline
Pitti Group Wealth Management, LLC33,056$2.17M2.23%new13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC32,769$2.15M0.17%+3,46013F-HRTimeline
Plan A Wealth LLC32,748$2.15M1.67%-11,19713F-HRTimeline
Facet Wealth, Inc.32,478$2.15M0.06%+3,43613F-HRTimeline
Fermata Advisors, LLC32,633$2.15M0.39%+813F-HRTimeline
Vivid Wealth Management, LLC32,339$2.13M1.06%new13F-HRTimeline
WHITTIER TRUST CO32,339$2.13M0.03%013F-HRTimeline
Trek Financial, LLC31,905$2.1M0.15%+13,97413F-HRTimeline
CONDOR CAPITAL MANAGEMENT31,639$2.08M0.19%-1,62413F-HRTimeline
Compound Planning, Inc.31,335$2.06M0.09%+21213F-HRTimeline
My Personal CFO, LLC30,999$2.04M1.03%+19813F-HRTimeline
Connecticut Wealth Management, LLC30,585$2.01M0.11%new13F-HRTimeline
Dentgroup LLC30,472$2M1.5%-2,53213F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC30,445$2M0.61%-6013F-HRTimeline
Integrity Wealth Solutions LLC30,434$2M1.08%+1,78113F-HRTimeline
FWG Investments, LLC.30,345$2M2.34%-15,42413F-HRTimeline
Etesian Wealth Advisors, Inc.30,151$1.98M0.85%+11,62313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC30,095$1.98M0.23%+8,38113F-HRTimeline
Sterling Financial Group, Inc.30,000$1.97M0.71%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.29,955$1.97M0.58%-5,48913F-HRTimeline
MAI Capital Management29,754$1.96M0.01%-45413F-HRTimeline
Teamwork Financial Advisors, LLC29,510$1.94M0.27%-1,11313F-HRTimeline
C M BIDWELL & ASSOCIATES LTD29,258$1.92M1.16%+4,32913F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC29,125$1.92M0.32%+19013F-HRTimeline
Strong Tower Advisory Services32,104$1.9M0.47%+8,53813F-HRTimeline
WealthShield Partners, LLC28,946$1.9M0.25%+1,19113F-HRTimeline
TUDOR INVESTMENT CORP ET AL28,876$1.9M0.02%-15,27813F-HRTimeline
COMERICA BANK28,730$1.89M0.01%+5,87813F-HRTimeline
Aspen Wealth Management LLC28,350$1.86M0.53%+9113F-HRTimeline
&PARTNERS29,552$1.85M0.02%+7,40713F-HRTimeline
Medallion Wealth Advisors, LLC27,956$1.84M0.84%+4,21213F-HRTimeline
Safeguard Financial, LLC27,928$1.84M0.4%+713F-HRTimeline
Vantage Investment Partners, LLC27,907$1.84M0.15%-11813F-HRTimeline
Frisco Financial Planning LLC27,502$1.81M1.75%-1,25913F-HRTimeline
Heritage Family Offices, LLP27,366$1.8M0.92%-8,61613F-HRTimeline
Raab & Moskowitz Asset Management LLC27,260$1.79M0.45%-82013F-HRTimeline
Laurel Wealth Planning LLC27,149$1.79M1.19%new13F-HRTimeline
GRIES FINANCIAL LLC27,148$1.79M0.35%-15,45413F-HRTimeline
Narus Financial Partners, LLC27,011$1.78M0.6%+63313F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC26,813$1.76M0.59%-2,17713F-HRTimeline
Stegent Equity Advisors, Inc.26,695$1.76M1.78%-2,95713F-HRTimeline
SBI Securities Co., Ltd.26,653$1.75M0.06%+39513F-HRTimeline
W.H. Cornerstone Investments Inc.26,616$1.75M1.21%-1,34613F-HRTimeline
Key Client Fiduciary Advisors, LLC26,534$1.74M0.8%+6,63113F-HRTimeline
Secure Asset Management, LLC26,463$1.74M0.35%+22,60113F-HRTimeline
Redwood Financial Network Corp26,268$1.73M1.32%+36413F-HRTimeline
Headlands Technologies LLC26,254$1.73M0.2%-1,06913F-HRTimeline
Schwallier Wealth Management LLC26,161$1.72M1.27%-10413F-HRTimeline
SMART Wealth LLC26,051$1.71M0.61%+1,23013F-HRTimeline
VISTA INVESTMENT MANAGEMENT25,851$1.7M0.66%-36713F-HRTimeline
Spectrum Strategic Capital Management, …25,616$1.68M1.06%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC25,509$1.68M0.06%-3,24313F-HRTimeline
Treasure Coast Financial Planning25,485$1.68M1.04%-11113F-HRTimeline
GR FINANCIAL GROUP, LLC25,485$1.68M0.26%new13F-HRTimeline
Smartleaf Asset Management LLC25,542$1.67M0.16%+9,47713F-HRTimeline
ETF Store, Inc.25,343$1.67M2.04%+3,25513F-HRTimeline
Fulcrum Capital LLC25,338$1.67M0.37%new13F-HRTimeline
Cascade Financial Partners, LLC25,282$1.66M0.21%+3,05013F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC25,276$1.66M1.59%+6,82613F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding25,061$1.65MnewTimeline
Cobblestone Asset Management LLC24,869$1.64M0.96%+5,72013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC24,856$1.63M0.03%-24013F-HRTimeline
Realta Investment Advisors24,819$1.63M0.74%+5,25513F-HRTimeline
TrueWealth Advisors, LLC24,805$1.63M0.54%+1,49613F-HRTimeline
Root Financial Partners, LLC24,742$1.63M0.17%-2,22413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC24,746$1.63M0.17%+2,60613F-HRTimeline
Parallel Advisors, LLC24,700$1.62M0.04%+22,21213F-HRTimeline
Hughes Financial Services, LLC24,551$1.62M0.32%new13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC24,599$1.62M0.68%-45513F-HRTimeline
Koshinski Asset Management, Inc.24,573$1.62M0.14%+63813F-HRTimeline
Stone Summit Wealth LLC24,509$1.61M0.55%-1,94413F-HRTimeline
SENTINEL PENSION ADVISORS, LLC24,443$1.61M0.3%+5113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC24,356$1.6M0.15%+45813F-HR/ATimeline
Collier Financial24,352$1.6M1.36%-118,96013F-HRTimeline
Sovran Advisors, LLC25,809$1.6M0.21%+6,06213F-HRTimeline
Rooted Wealth Advisors, Inc.26,837$1.6M0.69%+11413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV24,256$1.6M0.12%+2,04513F-HRTimeline
SK Wealth Management, LLC26,180$1.58M0.85%new13F-HRTimeline
SIG BROKERAGE, LP24,000$1.58M0.46%new13F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.23,972$1.58M0.63%-63113F-HRTimeline
Insight Advisors, LLC/ PA23,847$1.57M0.27%-2,34513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC23,667$1.56M0.11%-18,66713F-HRTimeline
NewEdge Wealth, LLC23,254$1.53M0.03%+7,35113F-HRTimeline
CHURCHILL MANAGEMENT Corp23,145$1.52M0.02%+14,52913F-HRTimeline
Resurgent Financial Advisors LLC23,137$1.52M0.91%-2,29613F-HRTimeline
New Insight Wealth Advisors23,024$1.51M0.69%+8,48913F-HRTimeline
Barnes Wealth Management Group, Inc22,830$1.5M0.96%+2,73913F-HRTimeline
Metis Global Partners, LLC22,740$1.5M0.04%+4,12313F-HRTimeline
Sigma Planning Corp22,471$1.48M0.05%-24713F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …22,445$1.48M0.02%-2,25013F-HRTimelineGroup
Savvy Advisors, Inc.22,429$1.47M0.15%+2,09513F-HRTimeline
May Hill Capital, LLC22,357$1.47M0.55%+13513F-HRTimeline
Crestwood Advisors Group, LLC22,074$1.45M0.03%+1,81513F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC21,869$1.44M0.19%-1,59613F-HRTimeline
LANARK FINANCIAL, INC.21,843$1.44M0.12%+21,82513F-HRTimeline
Legacy Capital Wealth Partners, LLC21,815$1.43M0.35%-1,37513F-HRTimeline
Fulcrum Equity Management21,770$1.43M1.56%-4,02913F-HRTimeline
GTS SECURITIES LLC21,656$1.42M0.06%new13F-HRTimeline
Hutchens & Kramer Investment Management…21,570$1.42M0.78%-80113F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC21,501$1.41M0.3%-31313F-HRTimeline
Moors & Cabot, Inc.21,456$1.41M0.07%+93213F-HRTimeline
Richard W. Paul & Associates, LLC21,102$1.39M0.54%-70313F-HRTimeline
Ranch Capital Advisors Inc.20,870$1.37M0.65%+69213F-HRTimeline
SHAKER INVESTMENTS LLC/OH20,739$1.36M0.66%-81613F-HRTimeline
Caliber Wealth Management, LLC / KS20,656$1.36M0.19%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC20,542$1.35M0.04%-4,43713F-HRTimeline
WATERSHED PRIVATE WEALTH LLC20,490$1.35M0.54%-98813F-HRTimeline
GoalVest Advisory LLC20,440$1.34M0.37%-1113F-HRTimeline
CIBC WORLD MARKETS CORP20,430$1.34M0.01%+18313F-HRTimeline
CGN Advisors LLC20,322$1.34M0.13%-40713F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding20,214$1.33M+587Timeline
Resonant Capital Advisors, LLC19,603$1.29M0.09%-70213F-HRTimeline
SMITH, MOORE & CO.19,561$1.29M0.12%+513F-HRTimeline
Flower City Capital19,444$1.28M0.84%013F-HRTimeline
Professional Financial Advisors, LLC19,279$1.27M0.32%-4,46613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC20,019$1.27M0.58%+5,75813F-HRTimeline
SFG Wealth Management, LLC.19,246$1.27M0.62%+3,57213F-HRTimeline
J.W. COLE ADVISORS, INC.19,240$1.27M0.04%-40,55513F-HRTimeline
Pallas Capital Advisors LLC19,172$1.26M0.05%+7113F-HRTimeline
NORDEN GROUP LLC19,132$1.26M0.14%-2,26813F-HRTimeline
Evanson Asset Management, LLC19,124$1.26M0.09%+5813F-HRTimeline
ARVEST INVESTMENTS, INC.19,015$1.25M0.2%-2,97013F-HRTimeline
Quest 10 Wealth Builders, Inc.18,209$1.25M1.33%+8813F-HRTimeline
Perennial Advisors, LLC18,883$1.24M0.25%-6,63713F-HRTimeline
THREADGILL FINANCIAL, LLC18,748$1.23M0.66%+30513F-HRTimeline
Empirical Asset Management, LLC18,841$1.22M0.41%-19,18513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,430$1.21M<0.01%+15,29713F-HRTimelineGroup
TFG Advisers LLC18,130$1.19M0.43%+90213F-HRTimeline
Bluesphere Advisors LLC18,092$1.19M0.68%-23113F-HRTimeline
SAX WEALTH ADVISORS, LLC18,080$1.19M0.09%+5,98613F-HRTimeline
Bleakley Financial Group, LLC17,974$1.18M0.04%-1,35113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.17,677$1.16M0.07%+5,42413F-HRTimelineGroup
Landmark Wealth Management, LLC17,528$1.15M0.51%+63013F-HRTimeline
Bensler, LLC17,461$1.15M0.14%+3,01513F-HRTimeline
Fisher Asset Management, LLC17,451$1.15M<0.01%+9,52013F-HRTimeline
Orin Green Financial, LLC18,963$1.15M0.54%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC17,418$1.15M0.01%+7,85113F-HRTimeline
WEALTHGARDEN F.S. LLC17,121$1.13M1.08%-14,71913F-HRTimeline
Marcum Wealth, LLC16,920$1.11M0.1%+8,65313F-HRTimeline
Clear Point Advisors Inc.16,859$1.11M1%+2013F-HRTimeline
Jaffetilchin Investment Partners, LLC16,794$1.1M0.08%+2,53313F-HRTimeline
Fingerlakes Wealth Management, Inc.16,765$1.1M0.94%-17513F-HRTimeline
Cherry Tree Wealth Management, LLC16,628$1.09M0.26%013F-HRTimeline
FSA Advisors, Inc.16,577$1.09M0.86%+8,31213F-HRTimeline
LEIGH BALDWIN & CO., LLC16,478$1.08M0.87%-1,97613F-HRTimeline
Sebold Capital Management, Inc.16,452$1.08M0.71%+28213F-HRTimeline
United Advisor Group, LLC16,320$1.07M0.22%+3,52913F-HRTimeline
Wilkins Miller Wealth Management, LLC16,306$1.07M0.81%new13F-HRTimeline
Quadcap Wealth Management, LLC16,286$1.07M0.16%-4,80213F-HRTimeline
Summit Financial Consulting LLC16,219$1.07M0.99%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…16,162$1.06M0.06%+1,12913F-HRTimelineGroup
360 Financial, Inc.15,942$1.05M0.38%-2713F-HRTimeline
Magnus Financial Group LLC15,794$1.04M0.1%-3,54213F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC16,820$1.04M0.1%+4,41313F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC15,776$1.04M0.19%13F-HRTimeline
True Vision MN LLC15,342$1.01M0.6%+95413F-HRTimeline
Verdence Capital Advisors LLC15,107$993K0.08%-38813F-HRTimeline
MJT & Associates Financial Advisory Gro…15,098$993K0.95%13F-HRTimeline
Wells Financial Advisors INC15,005$987K1.36%+59013F-HRTimeline
Serenus Wealth Advisors, LLC14,881$979K0.16%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC14,868$978K0.13%-4,24313F-HRTimeline
MBE Wealth Management, LLC14,675$965K0.46%-14,10513F-HRTimeline
Legacy Edge Advisors, LLC14,645$963K0.15%+4813F-HRTimeline
AssuredPartners Investment Advisors, LLC14,636$962K0.19%-27013F-HRTimeline
Fortitude Family Office, LLC14,525$955K0.34%+713F-HRTimeline
Nikulski Financial, Inc.14,407$947K0.29%-31913F-HRTimeline
Avior Wealth Management, LLC14,392$946K0.04%-1,40513F-HRTimeline
TLWM14,273$939K0.19%-2213F-HRTimeline
Hofer & Associates. Inc14,088$926K0.63%+41513F-HRTimeline
Stewardship Advisors, LLC14,047$924K0.25%+2,43313F-HRTimeline
EP Wealth Advisors, LLC13,917$915K0.01%-3,06613F-HRTimeline
Embree Financial Group13,777$906K0.15%+9913F-HRTimeline
FreeGulliver LLC13,684$900K0.46%-4,18813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC15,121$897K0.2%-24613F-HRTimeline
Community Bank, N.A.13,629$896K0.12%-1,40813F-HRTimeline
Kingdom Financial Group LLC.13,562$892K0.65%-4,52513F-HRTimeline
Millennium Capital Advisors, LLC13,492$887K0.65%+4513F-HRTimeline
WealthCare Investment Partners, LLC14,650$886K0.38%-92913F-HRTimeline
CARDIFF PARK ADVISORS, LLC13,464$885K0.09%+12,67413F-HRTimeline
Wellment Financial13,353$878K1.16%-5,10613F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC13,206$868K0.34%-12613F-HRTimeline