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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,358 managers (1,374 13F filers) reported a position in SPYM shares at 2025-06-30, 705,776,527 shares in all. 123 filers opened a position and 53 filers sold out during the quarter.

Managers
1,358
13F filers
1,374
New
123
Added
622
Reduced
451
Sold out
53
Shares held by filers
705,776,527

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
GTS SECURITIES LLC38,436$2.79M0.12%+16,78013F-HRTimeline
Gilbert & Cook, Inc.38,383$2.79M0.38%+3,41813F-HRTimeline
MN Wealth Advisors, LLC38,231$2.78M1.62%+4,50613F-HRTimeline
JNBA Financial Advisors37,842$2.75M0.26%+4,52213F-HRTimeline
Sanchez Wealth Management Group37,840$2.75M0.66%+1,04613F-HRTimeline
Orange Investment Advisors, Inc.37,666$2.74M0.3%new13F-HRTimeline
American Investment Services, Inc.37,438$2.72M0.69%-86613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP37,141$2.7M0.06%new13F-HRTimeline
MFG WEALTH MANAGEMENT, INC.36,990$2.69M2.27%-40013F-HRTimeline
Arkadios Wealth Advisors36,874$2.68M0.08%+18113F-HRTimeline
Arista Wealth Management, LLC36,815$2.68M0.37%+28213F-HRTimeline
Q3 Asset Management36,798$2.67M0.94%-33913F-HRTimeline
SWMG, LLC35,023$2.62M0.88%+24,93013F-HRTimeline
Westover Capital Advisors, LLC35,931$2.61M0.52%+13813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC35,858$2.61M0.26%+5,76313F-HRTimeline
Worth Financial Advisory Group, LLC35,758$2.6M1.6%-20813F-HRTimeline
PRIVATE TRUST CO NA35,355$2.57M0.24%-2,68113F-HRTimeline
Schneider Downs Wealth Management Advis…35,123$2.55M0.38%+1,12613F-HRTimeline
C M BIDWELL & ASSOCIATES LTD34,520$2.51M1.3%+5,26213F-HRTimeline
Trek Financial, LLC34,384$2.5M0.17%+2,47913F-HRTimeline
EP Wealth Advisors, LLC34,181$2.48M0.02%+20,26413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC34,010$2.47M0.19%-964,83813F-HRTimeline
Annex Advisory Services, LLC33,895$2.46M0.06%-1,17013F-HRTimeline
Elm Partners Management LLC33,731$2.45M0.11%-95,03513F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC33,628$2.44M<0.01%new13F-HRTimeline
Pitti Group Wealth Management, LLC33,623$2.44M2.11%+56713F-HRTimeline
Great Lakes Retirement, Inc.33,512$2.44M0.29%-14,22313F-HRTimeline
Vivid Wealth Management, LLC33,151$2.41M1.06%+81213F-HRTimeline
Freedom Investment Management, Inc.33,127$2.41M0.19%-1,01913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding32,510$2.36M-6,391Timeline
AXXCESS WEALTH MANAGEMENT, LLC32,426$2.36M0.06%+11,88413F-HRTimeline
Integrity Wealth Solutions LLC32,164$2.34M1.14%+1,73013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC31,531$2.29M0.68%+1,08613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC31,474$2.29M0.2%+24,19513F-HR/ATimeline
BankPlus Trust Departmentin group BankPlus Trust Department31,350$2.28M0.67%new13F-HRTimelineGroup
Pinnacle Family Advisors, LLC31,346$2.28M1.11%-8,95913F-HRTimeline
One Capital Management, LLC31,109$2.26M0.08%-76,91913F-HRTimeline
My Personal CFO, LLC30,999$2.25M1.02%013F-HRTimeline
SK Wealth Management, LLC30,688$2.25M0.98%+4,50813F-HRTimeline
CONDOR CAPITAL MANAGEMENT30,866$2.24M0.19%-77313F-HRTimeline
YHB Investment Advisors, Inc.30,681$2.23M0.17%-7,49113F-HRTimeline
Beta Wealth Group, Inc.30,438$2.21M0.81%-103,71813F-HRTimeline
CAP Partners, LLC30,324$2.2M1.39%-25,81313F-HRTimeline
Realta Investment Advisors30,204$2.2M0.87%+5,38513F-HRTimeline
MAI Capital Management30,180$2.19M0.02%+42613F-HRTimeline
Sterling Financial Group, Inc.30,000$2.18M0.73%013F-HRTimeline
Key Client Fiduciary Advisors, LLC29,816$2.17M0.89%+3,28213F-HRTimeline
Connecticut Wealth Management, LLC29,554$2.15M0.1%-1,03113F-HRTimeline
SBI Securities Co., Ltd.29,352$2.13M0.06%+2,69913F-HRTimeline
Facet Wealth, Inc.28,592$2.13M0.05%-3,88613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC29,206$2.12M0.17%+4,85013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC29,017$2.12M0.18%+12,19713F-HRTimelineGroup
KAVAR CAPITAL PARTNERS GROUP, LLC29,125$2.12M0.3%013F-HRTimeline
NewEdge Wealth, LLC28,387$2.11M0.03%+5,13313F-HRTimeline
Semmax Financial Advisors Inc.28,065$2.1M0.54%-15,96213F-HRTimeline
Sovran Advisors, LLC28,546$2.08M0.22%+2,73713F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC28,523$2.07M0.65%+1,71013F-HRTimeline
Teamwork Financial Advisors, LLC28,514$2.07M0.25%-99613F-HRTimeline
WealthShield Partners, LLC28,455$2.07M0.25%-49113F-HRTimeline
Aspen Wealth Management LLC28,414$2.07M0.51%+6413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…28,201$2.05M0.06%-17,38213F-HRTimelineGroup
Narus Financial Partners, LLC28,132$2.04M0.64%+1,12113F-HRTimeline
Cape Investment Advisory, Inc.28,097$2.04M0.75%-5,12213F-HRTimeline
October Effect Ltd28,016$2.04M2.46%13F-HRTimeline
Medallion Wealth Advisors, LLC27,980$2.03M0.79%+2413F-HRTimeline
Vantage Investment Partners, LLC27,907$2.03M0.15%013F-HRTimeline
Schwallier Wealth Management LLC27,390$1.99M1.22%+1,22913F-HRTimeline
U.S. Capital Wealth Advisors, LLC27,147$1.97M0.06%-12,98713F-HRTimeline
Frisco Financial Planning LLC27,078$1.97M1.79%-42413F-HRTimeline
FULLCIRCLE WEALTH LLC26,500$1.97M0.73%-21,52413F-HRTimeline
Momentum Wealth Planning, LLC27,043$1.97M1.67%13F-HRTimeline
SMART Wealth LLC26,806$1.95M0.61%+75513F-HRTimeline
Raab & Moskowitz Asset Management LLC26,705$1.94M0.46%-55513F-HRTimeline
Stegent Equity Advisors, Inc.26,695$1.94M1.72%013F-HRTimeline
Savvy Advisors, Inc.26,685$1.94M0.13%+4,25613F-HRTimeline
Prospect Financial Services LLC26,659$1.94M1.21%+20,26413F-HR/ATimeline
Metis Global Partners, LLC26,647$1.94M0.05%+3,90713F-HRTimeline
Dentgroup LLC26,578$1.93M1.34%-3,89413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC26,372$1.92M0.16%+1,62613F-HRTimeline
Rooted Wealth Advisors, Inc.26,102$1.91M0.66%-73513F-HRTimeline
Quantinno Capital Management LP26,275$1.91M0.01%+13,65913F-HRTimeline
Redwood Financial Network Corp26,109$1.9M1.28%-15913F-HRTimeline
FWG Investments, LLC.26,084$1.9M1.44%-4,26113F-HRTimeline
ETF Store, Inc.25,881$1.88M2.18%+53813F-HRTimeline
TrueWealth Advisors, LLC25,866$1.88M0.56%+1,06113F-HRTimeline
Barnes Wealth Management Group, Inc25,847$1.88M1.11%+3,01713F-HRTimeline
GRIES FINANCIAL LLC25,822$1.88M0.34%-1,32613F-HRTimeline
VISTA INVESTMENT MANAGEMENT25,734$1.87M0.69%-11713F-HRTimeline
Fermata Advisors, LLC25,655$1.86M0.5%-6,97813F-HRTimeline
Pinion Investment Advisors, LLC25,613$1.86M0.64%-27,81313F-HRTimeline
Richard W. Paul & Associates, LLC25,534$1.86M0.67%+4,43213F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.25,480$1.85M0.48%-4,47513F-HRTimeline
Treasure Coast Financial Planning25,428$1.85M1.08%-5713F-HRTimeline
Crestwood Advisors Group, LLC25,425$1.85M0.03%+3,35113F-HRTimeline
Fulcrum Capital LLC25,338$1.84M0.39%013F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC25,225$1.83M1.67%-5113F-HRTimeline
Cascade Financial Partners, LLC25,204$1.83M0.22%-7813F-HRTimeline
Koshinski Asset Management, Inc.25,074$1.82M0.14%+50113F-HRTimeline
Segment Wealth Management, LLC24,748$1.8M0.11%+15,76513F-HRTimeline
Horan Securities, Inc.24,623$1.79M0.63%new13F-HRTimeline
Heritage Family Offices, LLP27,366$1.79M0.9%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC24,599$1.79M0.67%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC24,486$1.78M0.06%+20,73913F-HRTimeline
SENTINEL PENSION ADVISORS, LLC24,440$1.78M0.3%-313F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.24,372$1.77M0.67%+40013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …24,345$1.77M0.02%+1,90013F-HR/ATimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV24,119$1.75M0.12%-13713F-HRTimeline
Secure Asset Management, LLC24,101$1.75M0.33%-2,36213F-HRTimeline
SIG BROKERAGE, LP24,000$1.74M0.48%013F-HRTimeline
New Insight Wealth Advisors23,970$1.74M0.72%+94613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC23,908$1.74M0.06%-1,60113F-HRTimeline
Insight Advisors, LLC/ PA23,834$1.73M0.28%-1313F-HRTimeline
Wealth Group Ltd23,821$1.73M0.44%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC23,767$1.73M<0.01%+14,00513F-HR/ATimelineGroup
WOODMONT INVESTMENT COUNSEL LLC23,667$1.72M0.11%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS23,350$1.7M<0.01%-52,02413F-HRTimelineGroup
Holistic Financial Partners23,328$1.7M0.74%new13F-HRTimeline
Stone Summit Wealth LLC23,255$1.69M0.52%-1,25413F-HRTimeline
Evanson Asset Management, LLC23,166$1.68M0.1%+4,04213F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV22,930$1.68M0.1%new13F-HR/ATimeline
Root Financial Partners, LLC22,860$1.66M0.16%-1,88213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC22,674$1.65M0.03%-2,18213F-HRTimeline
FORONJY FINANCIAL LLC22,637$1.65M0.77%13F-HRTimeline
Triton Financial Group Inc22,444$1.63M1.18%13F-HRTimeline
Regal Investment Advisors LLC22,372$1.63M0.12%new13F-HRTimeline
Hofer & Associates. Inc22,257$1.62M1.01%+8,16913F-HRTimeline
Omnitrust Wealth Management, Inc18,327$1.61M1.9%13F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC22,145$1.61M0.18%+27613F-HRTimeline
Cobblestone Asset Management LLC22,007$1.6M0.84%-2,86213F-HRTimeline
WHITTIER TRUST CO21,811$1.59M0.02%-10,52813F-HRTimeline
SHAKER INVESTMENTS LLC/OH21,794$1.58M0.65%+1,05513F-HRTimeline
Sigma Planning Corp21,763$1.58M0.05%-70813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC20,870$1.58M0.51%+85113F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding21,659$1.57M+1,445Timeline
SILVERLAKE WEALTH MANAGEMENT LLC21,468$1.56M0.46%+17,93413F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC21,036$1.53M0.11%-11,73313F-HRTimeline
Ranch Capital Advisors Inc.21,013$1.53M0.66%+14313F-HRTimeline
Cooper Financial Group21,001$1.53M0.18%-38,95513F-HRTimeline
Moors & Cabot, Inc.20,608$1.5M0.07%-84813F-HRTimeline
Estate Counselors, LLC20,505$1.49M0.15%+9,43013F-HRTimeline
CIBC WORLD MARKETS CORP20,493$1.49M0.01%+6313F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC20,471$1.49M0.29%-1,03013F-HRTimeline
Investor's Fiduciary Advisor Network, L…20,450$1.49M0.55%-22,43813F-HRTimeline
NORDEN GROUP LLC20,429$1.49M0.16%+1,29713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.20,425$1.48M0.1%+2,74813F-HRTimelineGroup
CGN Advisors LLC20,254$1.47M0.13%-6813F-HRTimeline
GoalVest Advisory LLC20,117$1.46M0.36%-32313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding19,241$1.45M+9,459Timeline
Bleakley Financial Group, LLC19,997$1.45M0.04%+2,02313F-HRTimeline
Legacy Edge Advisors, LLC19,756$1.44M0.19%+5,11113F-HRTimeline
Flower City Capital19,444$1.41M0.83%013F-HRTimeline
SMITH, MOORE & CO.19,423$1.41M0.12%-13813F-HRTimeline
WATERSHED PRIVATE WEALTH LLC19,294$1.4M0.51%-1,19613F-HRTimeline
Wilkins Miller Wealth Management, LLC19,175$1.39M0.95%+2,86913F-HRTimeline
Acorn Wealth Advisors, LLC19,141$1.39M0.52%new13F-HRTimeline
TFG Advisers LLC19,103$1.39M0.48%+97313F-HRTimeline
Orin Green Financial, LLC18,963$1.38M0.58%013F-HRTimeline
ARVEST INVESTMENTS, INC.18,854$1.37M0.21%-16113F-HRTimeline
RDA Financial Network18,815$1.37M0.37%-22,99713F-HRTimeline
Kathmere Capital Management, LLC18,637$1.35M0.1%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC18,425$1.34M0.3%-3,39013F-HRTimeline
THREADGILL FINANCIAL, LLC18,210$1.32M0.71%-53813F-HRTimeline
Laurel Wealth Planning LLC18,169$1.32M0.75%-8,98013F-HRTimeline
Quest 10 Wealth Builders, Inc.18,137$1.32M1.28%-7213F-HRTimeline
Pallas Capital Advisors LLC17,876$1.3M0.05%-1,29613F-HRTimeline
Bensler, LLC17,775$1.29M0.14%+31413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17,713$1.29M<0.01%+3,87413F-HRTimelineGroup
Plan A Wealth LLC17,576$1.28M0.72%-15,17213F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding17,519$1.27M-111,113Timeline
Resonant Capital Advisors, LLC17,515$1.27M0.08%-2,08813F-HRTimeline
Bluesphere Advisors LLC17,336$1.26M0.63%-75613F-HRTimeline
Landmark Wealth Management, LLC17,330$1.26M0.54%-19813F-HRTimeline
Anchor Investment Management, LLC17,034$1.24M0.11%+4,04413F-HRTimeline
Hutchens & Kramer Investment Management…16,931$1.23M0.56%-4,63913F-HRTimeline
Clear Point Advisors Inc.16,877$1.23M1.03%+1813F-HRTimeline
United Advisor Group, LLC16,845$1.22M0.21%+52513F-HRTimeline
SAX WEALTH ADVISORS, LLC16,677$1.21M0.07%-1,40313F-HRTimeline
Davies Financial Advisors, Inc.16,666$1.21M0.94%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC16,605$1.21M0.08%-18913F-HRTimeline
W.H. Cornerstone Investments Inc.16,603$1.21M0.76%-10,01313F-HRTimeline
360 Financial, Inc.16,556$1.2M0.38%+61413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…16,473$1.2M0.05%+31113F-HRTimelineGroup
Vise Technologies, Inc.16,338$1.19M0.05%13F-HRTimeline
Professional Financial Advisors, LLC16,286$1.18M0.27%-2,99313F-HRTimeline
Quadcap Wealth Management, LLC16,242$1.18M0.15%-4413F-HRTimeline
Redhawk Wealth Advisors, Inc.16,035$1.17M0.15%-563,63013F-HRTimeline
Fingerlakes Wealth Management, Inc.15,868$1.15M0.86%-89713F-HRTimeline
LEIGH BALDWIN & CO., LLC15,797$1.15M0.76%-68113F-HRTimeline
Cherry Tree Wealth Management, LLC15,668$1.14M0.26%-96013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC15,282$1.12M0.2%+16113F-HRTimeline
FSA Advisors, Inc.15,087$1.1M0.89%-1,49013F-HRTimeline
Keystone Wealth Services, LLC15,000$1.09M0.26%new13F-HRTimeline
WealthCare Investment Partners, LLC14,765$1.09M0.39%+11513F-HRTimeline
Serenus Wealth Advisors, LLC14,881$1.08M0.18%013F-HRTimeline
MJT & Associates Financial Advisory Gro…14,861$1.08M1.34%-23713F-HR/ATimeline
SIGNET FINANCIAL MANAGEMENT, LLC14,788$1.07M0.14%-8013F-HRTimeline
Summit Investment Advisory Services, LLC14,741$1.07M0.47%+2,06313F-HR/ATimeline
ZEGA Investments, LLC14,680$1.07M0.27%+4,89313F-HRTimeline
Retirement Planning Co of New England, …14,501$1.05M0.47%+1,64613F-HRTimeline
Caitlin John, LLC14,473$1.05M0.96%+10,25413F-HRTimeline