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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,410 managers (1,428 13F filers) reported a position in SPYM shares at 2025-09-30, 793,704,576 shares in all. 119 filers opened a position and 51 filers sold out during the quarter.

Managers
1,410
13F filers
1,428
New
119
Added
689
Reduced
443
Sold out
51
Shares held by filers
793,704,576

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
CREATIVE FINANCIAL DESIGNS INC /ADV41,320$3.24M0.22%-13,33213F-HRTimeline
Orange Investment Advisors, Inc.41,103$3.22M0.34%+3,43713F-HRTimeline
Sovran Advisors, LLC39,939$3.2M0.28%+11,39313F-HRTimeline
COMERICA BANK40,694$3.19M0.01%+71413F-HRTimeline
Apella Capital, LLC40,486$3.15M0.07%-88113F-HRTimeline
Intrepid Financial Planning Group LLC40,002$3.13M1.19%-21613F-HRTimeline
JSF Financial, LLC39,942$3.13M0.69%-1,58113F-HRTimeline
USAdvisors Wealth Management, LLC39,945$3.13M1.08%-69013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC39,933$3.13M0.27%+4,07513F-HRTimeline
RMR Wealth Builders39,833$3.12M0.26%+16613F-HRTimeline
Hutchinson Financial Advisors, INC39,898$3.12M3.07%-6,66813F-HRTimeline
Retirement Planning Group, LLC39,535$3.1M0.11%-2,06013F-HRTimeline
RENASANT BANK39,459$3.09M1.96%013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding39,254$3.08M-660Timeline
Fortitude Family Office, LLC39,207$3.07M0.83%-8913F-HRTimeline
Quantinno Capital Management LP39,199$3.07M0.01%+12,92413F-HRTimeline
Elm Partners Management LLC39,098$3.06M0.12%+5,36713F-HR/ATimeline
Qube Research & Technologies Ltd39,062$3.06M<0.01%+28,02413F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding38,847$3.04M+21,134Timeline
Gilbert & Cook, Inc.38,770$3.04M0.39%+38713F-HRTimeline
NOVUS ADVISORS, LLC38,032$2.98M6.84%-5,29713F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV37,732$2.96M0.13%+14,80213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC37,699$2.95M<0.01%-27,96713F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD37,631$2.95M1.42%+3,11113F-HRTimeline
YHB Investment Advisors, Inc.37,541$2.94M0.22%+6,86013F-HRTimeline
LexAurum Advisors, LLC37,021$2.9M0.41%-3,92913F-HRTimeline
American Investment Services, Inc.36,956$2.9M0.7%-48213F-HRTimeline
New Insight Wealth Advisors36,840$2.89M1.09%+12,87013F-HRTimeline
Arkadios Wealth Advisors36,718$2.88M0.07%-15613F-HRTimeline
Arista Wealth Management, LLC36,556$2.86M0.36%-25913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC36,476$2.86M0.22%+5,00213F-HR/ATimeline
EVOLUTION WEALTH MANAGEMENT INC.36,459$2.86M2.93%+22,20213F-HR/ATimeline
Oregon Pacific Wealth Management, LLC36,041$2.82M2.44%+27,30813F-HRTimeline
Worth Financial Advisory Group, LLC35,552$2.79M1.56%-20613F-HRTimeline
American Financial Advisors, LLC35,502$2.78M0.36%+24,95713F-HRTimeline
Schneider Downs Wealth Management Advis…34,814$2.73M0.32%-30913F-HRTimeline
Westover Capital Advisors, LLC34,576$2.71M0.5%-1,35513F-HRTimeline
Compound Planning, Inc.34,562$2.71M0.09%-7,59613F-HRTimeline
Vivid Wealth Management, LLC33,604$2.63M1.05%+45313F-HRTimeline
Pitti Group Wealth Management, LLC33,120$2.59M2.21%-50313F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC32,767$2.58M0.2%+3,75013F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC34,146$2.54M0.09%+22,50913F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC32,420$2.54M0.15%+3,21413F-HRTimeline
SHUTTLEWORTH & Co32,365$2.54M2.3%13F-HRTimeline
PRIVATE TRUST CO NA31,864$2.5M0.22%-3,49113F-HRTimeline
CAP Partners, LLC31,566$2.47M1.4%+1,24213F-HRTimeline
Metis Global Partners, LLC31,409$2.46M0.06%+4,76213F-HRTimeline
ETF Store, Inc.31,395$2.46M2.61%+5,51413F-HRTimeline
Insight Advisors, LLC/ PA31,170$2.44M0.37%+7,33613F-HRTimeline
Facet Wealth, Inc.31,131$2.44M0.05%+2,53913F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC30,991$2.43M0.68%-54013F-HRTimeline
Triumph Capital Management30,756$2.41M0.65%new13F-HR/ATimeline
PFG Private Wealth Management, LLC30,427$2.38M1.06%+23,38513F-HRTimeline
Integrity Wealth Solutions LLC30,427$2.38M1.06%-1,73713F-HRTimeline
Key Client Fiduciary Advisors, LLC30,231$2.37M0.8%+41513F-HRTimeline
Pinnacle Family Advisors, LLC30,177$2.36M1.03%-1,16913F-HRTimeline
FULLCIRCLE WEALTH LLC29,616$2.35M0.83%+3,11613F-HRTimeline
Sterling Financial Group, Inc.30,000$2.35M0.74%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC29,994$2.35M0.58%+8,52613F-HRTimeline
Strategic Financial Concepts, LLC29,983$2.35M0.34%+24,82213F-HRTimeline
Hofer & Associates. Inc29,969$2.35M1.34%+7,71213F-HRTimeline
Schwallier Wealth Management LLC29,890$2.34M1.46%+2,50013F-HRTimeline
Great Lakes Retirement, Inc.29,490$2.31M0.25%-4,02213F-HRTimeline
October Effect Ltd29,411$2.3M2.54%+1,39513F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC29,326$2.3M0.31%+20113F-HRTimeline
Davidson Kempner Capital Management LP29,074$2.28M0.03%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Narus Financial Partners, LLC29,045$2.28M0.62%+91313F-HR/ATimeline
NewEdge Wealth, LLC28,488$2.27M0.03%+10113F-HRTimeline
Realta Investment Advisors28,802$2.26M0.75%-1,40213F-HRTimeline
SMART Wealth LLC28,669$2.25M0.85%+1,86313F-HRTimeline
Verdence Capital Advisors LLC27,840$2.24M0.13%+14,29113F-HRTimeline
WealthShield Partners, LLC28,577$2.24M0.25%+12213F-HRTimeline
Aspen Wealth Management LLC28,501$2.23M0.5%+8713F-HRTimeline
Medallion Wealth Advisors, LLC27,909$2.19M0.78%-7113F-HRTimeline
Teamwork Financial Advisors, LLC27,476$2.15M0.23%-1,03813F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC27,343$2.14M0.63%-1,18013F-HRTimeline
Prospect Financial Services LLC27,275$2.14M1.23%+61613F-HRTimeline
U.S. Capital Wealth Advisors, LLC27,211$2.13M0.06%+6413F-HRTimeline
SBI Securities Co., Ltd.27,130$2.13M0.05%-2,22213F-HRTimeline
Stegent Equity Advisors, Inc.27,080$2.12M1.73%+38513F-HRTimeline
Connecticut Wealth Management, LLC26,955$2.11M0.09%-2,59913F-HRTimeline
Corsicana & Co.26,750$2.1M1.18%13F-HRTimeline
Frisco Financial Planning LLC26,546$2.08M1.77%-53213F-HRTimeline
Barnes Wealth Management Group, Inc26,529$2.08M1.14%+68213F-HRTimeline
HORAN Wealth, LLC26,514$2.08M0.33%new13F-HRTimeline
Raab & Moskowitz Asset Management LLC26,412$2.07M0.46%-29313F-HRTimeline
Koshinski Asset Management, Inc.26,207$2.05M0.14%+1,13313F-HRTimeline
TrueWealth Advisors, LLC26,173$2.05M0.55%+30713F-HRTimeline
Rooted Wealth Advisors, Inc.26,013$2.05M0.62%-8913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC25,972$2.03M0.14%-40013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,810$2.02M<0.01%-89,70213F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT25,524$2M0.7%-21013F-HRTimeline
Pinion Investment Advisors, LLC25,022$1.99M0.54%-59113F-HRTimeline
Crestwood Advisors Group, LLC25,392$1.99M0.03%-3313F-HRTimeline
Bleakley Financial Group, LLC25,382$1.99M0.05%+5,38513F-HRTimeline
Savvy Advisors, Inc.25,350$1.99M0.09%-1,33513F-HRTimeline
Fulcrum Capital LLC25,338$1.98M0.41%013F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC25,290$1.98M1.67%+6513F-HRTimeline
Root Financial Partners, LLC25,073$1.96M0.12%+2,21313F-HRTimeline
Cascade Financial Partners, LLC25,019$1.96M0.22%-18513F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department25,008$1.96M0.52%-6,34213F-HRTimelineGroup
Momentum Wealth Planning, LLC24,966$1.96M1.52%-2,07713F-HRTimeline
Prosperity Consulting Group, LLC24,956$1.96M0.1%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC24,943$1.95M0.06%+45713F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.24,941$1.95M0.71%+56913F-HRTimeline
Dentgroup LLC24,921$1.95M1.26%-1,65713F-HRTimeline
PKS Advisory Services, LLC13,865$1.94M0.41%+3,92713F-HRTimeline
Edgestream Partners, L.P.24,710$1.94M0.06%new13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC24,595$1.93M0.66%-413F-HRTimeline
SHAKER INVESTMENTS LLC/OH24,459$1.92M0.77%+2,66513F-HRTimeline
SENTINEL PENSION ADVISORS, LLC24,445$1.92M0.31%+513F-HRTimeline
Treasure Coast Financial Planning24,411$1.91M1.07%-1,01713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO24,352$1.91M<0.01%+19,32213F-HRTimelineGroup
FORONJY FINANCIAL LLC24,346$1.91M0.84%+1,70913F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …24,345$1.91M0.02%013F-HRTimelineGroup
Redwood Financial Network Corp24,196$1.9M1.2%-1,91313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC24,172$1.89M0.05%+26413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC24,119$1.89M<0.01%+35213F-HRTimelineGroup
MFG WEALTH MANAGEMENT, INC.24,093$1.89M1.43%-12,89713F-HRTimeline
Evanson Asset Management, LLC24,069$1.89M0.11%+90313F-HRTimeline
SIG BROKERAGE, LP24,000$1.88M0.47%013F-HRTimeline
Heritage Family Offices, LLP23,820$1.87M0.87%-3,54613F-HRTimeline
Fermata Advisors, LLC23,691$1.86M0.47%-1,96413F-HRTimeline
CGN Advisors LLC23,655$1.85M0.15%+3,40113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV23,564$1.85M0.11%-55513F-HRTimeline
Holistic Financial Partners23,328$1.83M0.75%013F-HRTimeline
Sigma Planning Corp23,233$1.82M0.05%+1,47013F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding23,177$1.82M+1,518Timeline
Cape Investment Advisory, Inc.22,694$1.78M1.75%-5,40313F-HRTimeline
Triton Financial Group Inc22,517$1.76M1.18%+7313F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC22,289$1.75M0.18%+14413F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC22,280$1.75M2.65%+16,03813F-HRTimeline
One Capital Management, LLC22,260$1.74M0.06%-8,84913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC22,173$1.74M0.11%-1,49413F-HRTimeline
GRIES FINANCIAL LLC22,109$1.73M0.27%-3,71313F-HRTimeline
Secure Asset Management, LLC22,022$1.73M0.29%-2,07913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC22,096$1.73M0.02%-57813F-HRTimeline
APS Management Group, Inc.22,090$1.73M1.53%13F-HRTimeline
RDA Financial Network22,080$1.73M0.43%+3,26513F-HRTimeline
WHITTIER TRUST CO21,811$1.72M0.02%013F-HRTimeline
Richard W. Paul & Associates, LLC21,786$1.71M0.58%-3,74813F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding21,630$1.69M+8,247Timeline
RIA Advisory Group LLC21,284$1.67M0.43%new13F-HRTimeline
Hershey Financial Advisers, LLC21,195$1.66M1.42%new13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC21,138$1.66M0.11%+10213F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC20,971$1.64M0.27%+50013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.20,969$1.64M0.09%+54413F-HRTimelineGroup
Ranch Capital Advisors Inc.20,953$1.64M0.64%-6013F-HRTimeline
Moors & Cabot, Inc.20,832$1.63M0.07%+22413F-HRTimeline
IEQ CAPITAL, LLC20,793$1.63M<0.01%+11,77913F-HRTimeline
Collier Financial20,738$1.62M1.22%13F-HRTimeline
Stonebridge Financial Group, LLC20,652$1.62M0.14%+7,42413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC20,647$1.62M0.55%-22313F-HRTimeline
NORDEN GROUP LLC20,515$1.61M0.16%+8613F-HRTimeline
Estate Counselors, LLC20,506$1.61M0.14%+113F-HRTimeline
Acorn Wealth Advisors, LLC20,317$1.59M0.5%+1,17613F-HRTimeline
Wilkins Miller Wealth Management, LLC20,282$1.59M0.98%+1,10713F-HRTimeline
FWG Investments, LLC.20,222$1.58M1.09%-5,86213F-HRTimeline
GoalVest Advisory LLC20,117$1.58M0.33%013F-HRTimeline
Caitlin John, LLC20,071$1.57M1.09%+5,59813F-HRTimeline
M Holdings Securities, Inc.19,742$1.55M0.33%-64,06913F-HRTimeline
Investor's Fiduciary Advisor Network, L…19,470$1.52M0.52%-98013F-HRTimeline
Peck Wealth Management, LLC19,409$1.52M1.45%13F-HRTimeline
Wealth Group Ltd19,250$1.51M0.35%-4,57113F-HRTimeline
WATERSHED PRIVATE WEALTH LLC19,221$1.51M0.48%-7313F-HRTimeline
Gould Capital, LLC19,196$1.5M0.93%+16,78413F-HRTimeline
CARDIFF PARK ADVISORS, LLC19,184$1.5M0.12%+5,68213F-HRTimeline
Imprint Wealth LLC19,098$1.5M4.79%13F-HRTimeline
SMITH, MOORE & CO.19,049$1.49M0.11%-37413F-HRTimeline
Hartford Financial Management Inc.18,976$1.49M0.39%+10,06513F-HRTimeline
Cooper Financial Group18,947$1.48M0.16%-2,05413F-HRTimeline
Orin Green Financial, LLC18,842$1.48M0.59%-12113F-HRTimeline
Bensler, LLC18,621$1.46M0.15%+84613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…18,602$1.46M0.06%+2,12913F-HRTimelineGroup
Nemes Rush Group LLC18,447$1.45M0.14%+4,49313F-HRTimeline
ARVEST INVESTMENTS, INC.18,406$1.44M0.21%-44813F-HRTimeline
Legacy Edge Advisors, LLC18,243$1.43M0.17%-1,51313F-HRTimeline
Headlands Technologies LLC17,838$1.4M0.11%+11,82813F-HRTimeline
Kathmere Capital Management, LLC17,767$1.39M0.1%-87013F-HRTimeline
Quest 10 Wealth Builders, Inc.17,559$1.38M1.27%-57813F-HRTimeline
Resonant Capital Advisors, LLC17,515$1.37M0.08%013F-HRTimeline
Pallas Capital Advisors LLC17,284$1.35M0.05%-59213F-HRTimeline
MAI Capital Management17,280$1.35M0.01%-12,90013F-HRTimeline
Landmark Wealth Management, LLC17,274$1.35M0.54%-5613F-HRTimeline
United Advisor Group, LLC17,251$1.35M0.18%+40613F-HRTimeline
Anchor Investment Management, LLC17,194$1.35M0.11%+16013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding17,169$1.35M-350Timeline
Clear Point Advisors Inc.17,122$1.34M1.04%+24513F-HRTimeline
Hutchens & Kramer Investment Management…16,965$1.33M0.52%+3413F-HRTimeline
BRIGHTON JONES LLC16,631$1.3M0.03%+5,90813F-HRTimeline
W.H. Cornerstone Investments Inc.16,608$1.3M0.79%+513F-HRTimeline
Davies Financial Advisors, Inc.16,578$1.3M1.05%-8813F-HRTimeline
SAX WEALTH ADVISORS, LLC16,515$1.29M0.07%-16213F-HRTimeline
Axiom Financial Strategies, LLC16,432$1.29M0.55%new13F-HRTimeline
Brio Consultants, LLC16,381$1.28M0.18%+2,80713F-HRTimeline
360 Financial, Inc.16,310$1.28M0.41%-24613F-HRTimeline
Jaffetilchin Investment Partners, LLC16,246$1.27M0.08%-35913F-HRTimeline
Professional Financial Advisors, LLC16,221$1.27M0.27%-6513F-HRTimeline
Flagship Private Wealth, LLC16,194$1.27M0.51%+5,58913F-HRTimeline
Millennium Capital Advisors, LLC16,177$1.27M0.77%+2,64613F-HRTimeline