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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,576 managers (1,598 13F filers) reported a position in SPYM shares at 2025-12-31, 853,845,379 shares in all. 126 filers opened a position and 58 filers sold out during the quarter.

Managers
1,576
13F filers
1,598
New
126
Added
722
Reduced
467
Sold out
58
Shares held by filers
853,845,379

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Quantinno Capital Management LP52,142$4.18M0.01%+12,94313F-HRTimeline
Capital Investment Advisory Services, L…52,136$4.18M0.3%+2,44413F-HRTimeline
Trek Financial, LLC52,125$4.18M0.24%+1,34813F-HRTimeline
Compass Financial Group, Inc.52,038$4.17M1.84%-47213F-HRTimeline
NorthCrest Asset Manangement, LLC51,492$4.17M0.09%-9,38613F-HRTimeline
Tempus Wealth Planning, LLC51,873$4.16M0.95%+3,04813F-HRTimeline
Synergy Investment Management, LLC51,297$4.12M1.46%-7213F-HRTimeline
Palatine Hill Wealth Management, LLC51,275$4.11M3.32%13F-HRTimeline
Balentine LLC51,252$4.11M0.16%-88813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC51,217$4.11M0.1%+46,93313F-HRTimeline
WealthPLAN Partners, LLC51,129$4.1M0.61%+3,80113F-HRTimeline
ACT Advisors, LLC.50,932$4.09M1.61%-1,24313F-HRTimeline
IMG Wealth Management, Inc.50,871$4.08M2.59%new13F-HRTimeline
Latitude Advisors, LLC50,797$4.07M1.79%+2,26913F-HRTimeline
Schrum Private Wealth Management LLC50,689$4.07M3.01%+2,61913F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.50,500$4.05M0.01%new13F-HRTimelineGroup
Emergent Wealth Advisors, LLC50,486$4.05M2.28%-6,48613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP50,220$4.03M0.08%-4,42713F-HRTimeline
McNamara Financial Services, Inc.49,869$4M0.76%-103,91613F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC49,821$4M1.54%-72413F-HRTimeline
CATALYST PRIVATE WEALTH, LLC49,489$3.97M1.73%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT48,506$3.89M0.07%+27513F-HRTimeline
Aureum Wealth Management, LLC48,295$3.87M3.6%13F-HRTimeline
CERTUITY, LLC48,180$3.87M0.24%new13F-HRTimeline
Cassilly Financial Group LLC48,164$3.86M3.42%13F-HRTimeline
PKS Advisory Services, LLC16,825$3.85M0.88%+2,96013F-HRTimeline
McHugh Group, LLC47,881$3.84M2.19%+1,67913F-HRTimeline
SHUTTLEWORTH & Co47,677$3.82M3.5%+15,31213F-HRTimeline
MSH Capital Advisors LLC47,481$3.81M0.81%+4,37913F-HRTimeline
Federation des caisses Desjardins du Qu…47,402$3.8M0.01%-95013F-HRTimeline
Galvin, Gaustad & Stein, LLC47,254$3.79M0.3%+43,15413F-HRTimeline
BEACON FINANCIAL GROUP46,363$3.72M0.37%013F-HRTimeline
Fiscal Wisdom Wealth Management, LLC46,005$3.69M3.48%+54513F-HRTimeline
MBM WEALTH CONSULTANTS, LLC45,977$3.69M0.88%+1,60113F-HRTimeline
Clarity Financial LLC45,863$3.68M0.34%-2,34513F-HRTimeline
Dakota Wealth Management45,775$3.67M0.07%+2,21413F-HR/ATimeline
Centennial Advisors, LLC45,322$3.64M4.72%13F-HRTimeline
Cercano Management LLC45,151$3.62M0.14%013F-HRTimeline
Avantax Planning Partners, Inc.44,969$3.61M0.1%+113F-HRTimeline
Spectrum Strategic Capital Management, …44,865$3.6M1.91%-31,71113F-HRTimeline
YHB Investment Advisors, Inc.44,862$3.6M0.25%+7,32113F-HRTimeline
HWG Holdings LP44,860$3.6M0.87%+11913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP44,839$3.6M<0.01%-7,29213F-HRTimelineGroup
Vickerman Investment Advisors, Inc.44,274$3.55M0.71%-41313F-HRTimeline
Wescott Financial Advisory Group, LLC44,237$3.55M0.31%-96513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding44,075$3.54M-17,122Timeline
TRANSCEND CAPITAL ADVISORS, LLC43,656$3.5M0.27%-10,67213F-HRTimeline
Fiduciary Alliance LLC43,650$3.5M0.23%+32,59613F-HRTimeline
Elm Partners Management LLC42,976$3.45M0.13%+3,87813F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV42,691$3.42M0.22%+1,37113F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding42,684$3.42M+3,430Timeline
MN Wealth Advisors, LLC42,609$3.42M1.73%+34913F-HRTimeline
Safe Harbor Wealth Advisors, LLC42,401$3.4M3.29%13F-HRTimeline
Westover Capital Advisors, LLC42,162$3.38M0.62%+7,58613F-HRTimeline
New Insight Wealth Advisors42,135$3.38M1.21%+5,29513F-HRTimeline
Fourth Dimension Wealth, LLC42,095$3.38M1.23%-3,32313F-HRTimeline
International Private Wealth Advisors L…42,048$3.37M2.12%-16713F-HRTimeline
XY Planning Network, Inc.41,795$3.35M0.58%new13F-HRTimeline
Insight Advisors, LLC/ PA41,710$3.35M0.51%+10,54013F-HRTimeline
Asempa Wealth Advisors41,623$3.34M2.88%13F-HRTimeline
Goodman Financial Corp41,420$3.32M0.63%-2,15213F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC41,311$3.31M0.51%-1,26913F-HRTimelineGroup
Gilbert & Cook, Inc.41,198$3.3M0.42%+2,42813F-HRTimeline
Apella Capital, LLC40,999$3.29M0.06%+51313F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC40,918$3.28M0.47%13F-HRTimeline
IFC & Insurance Marketing, Inc.40,900$3.28M3.25%13F-HRTimeline
Sovran Advisors, LLC40,153$3.27M0.28%+21413F-HRTimeline
JDM Financial Group LLC40,746$3.27M1.27%-1,34213F-HRTimeline
WEDBUSH SECURITIES INC40,617$3.26M0.1%+33,48613F-HRTimeline
JSF Financial, LLC40,295$3.23M0.67%+35313F-HRTimeline
USAdvisors Wealth Management, LLC40,186$3.22M1.06%+24113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC40,108$3.22M0.26%+17513F-HRTimeline
Intrepid Financial Planning Group LLC40,091$3.22M1.22%+8913F-HRTimeline
Brookwood Investment Group LLC40,003$3.21M0.39%-6,02613F-HRTimeline
RMR Wealth Builders39,913$3.2M0.26%+8013F-HRTimeline
Csenge Advisory Group39,700$3.18M0.14%-8,60313F-HRTimeline
Parkway Wealth Management Group, LLC39,619$3.18M0.43%13F-HRTimeline
Bison Wealth, LLC41,487$3.17M0.36%-29,55013F-HRTimeline
Corundum Group, Inc.39,180$3.14M1.05%+35,71313F-HRTimeline
Premier Private Wealth Management LLC38,263$3.13M3.25%13F-HRTimeline
A4 Wealth Advisors LLC38,359$3.08M2.66%-14,36113F-HRTimeline
Annex Advisory Services, LLC38,226$3.07M0.06%-3,77513F-HRTimeline
Fortitude Family Office, LLC37,620$3.02M0.71%-1,58713F-HRTimeline
Cape Investment Advisory, Inc.37,574$3.01M0.93%+14,88013F-HRTimeline
Arista Wealth Management, LLC37,225$2.99M0.37%+66913F-HRTimeline
Q3 Asset Management37,121$2.98M0.68%-49,71013F-HRTimeline
RENASANT BANK36,563$2.93M1.99%-2,89613F-HRTimeline
Advyzon Investment Management, LLC36,450$2.92M0.34%-7,47913F-HRTimeline
NOVUS ADVISORS, LLC36,153$2.9M6.48%-1,87913F-HRTimeline
Hofer & Associates. Inc36,151$2.9M1.54%+6,18213F-HRTimeline
Retirement Planning Group, LLC36,053$2.89M0.1%-3,48213F-HRTimeline
Vivid Wealth Management, LLC35,927$2.88M1.12%+2,32313F-HRTimeline
Worth Financial Advisory Group, LLC35,549$2.85M1.38%-313F-HRTimeline
Compound Planning, Inc.35,521$2.85M0.08%+95913F-HRTimeline
Strategic Financial Concepts, LLC35,418$2.84M2.6%+5,43513F-HRTimeline
American Financial Advisors, LLC35,215$2.82M0.36%-28713F-HRTimeline
Schneider Downs Wealth Management Advis…34,814$2.79M0.31%013F-HRTimeline
Connecticut Wealth Management, LLC34,803$2.79M0.12%+7,84813F-HRTimeline
Delta Wealth Advisors LLC34,698$2.78M2.33%-93,31413F-HRTimeline
ETF Store, Inc.34,526$2.77M2.83%+3,13113F-HRTimeline
PCB Capital LLC34,358$2.76M4.42%13F-HRTimeline
PRIVATE TRUST CO NA33,957$2.72M0.24%+2,09313F-HRTimeline
Wright Wealth LLC33,903$2.72M1.77%13F-HRTimeline
Facet Wealth, Inc.32,616$2.67M0.05%+1,48513F-HRTimeline
American Investment Services, Inc.33,075$2.65M0.62%-3,88113F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …32,838$2.63M0.03%new13F-HRTimelineGroup
Pitti Group Wealth Management, LLC32,778$2.63M2.16%-34213F-HRTimeline
Maple Capital Management, Inc.32,749$2.63M0.17%new13F-HRTimeline
CAP Partners, LLC32,605$2.62M1.48%+1,03913F-HRTimeline
WorthPointe, LLC32,538$2.61M0.69%new13F-HRTimeline
Triumph Capital Management32,430$2.6M0.56%+1,67413F-HRTimeline
Strategic Wealth Partners, Ltd.32,170$2.58M0.18%-15,43513F-HRTimeline
Key Client Fiduciary Advisors, LLC31,772$2.55M0.88%+1,54113F-HRTimeline
Elevation Wealth Management LLC31,365$2.52M2.41%13F-HRTimeline
IEQ CAPITAL, LLC31,341$2.51M0.01%+10,54813F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC31,125$2.5M0.68%+13413F-HRTimeline
Edgestream Partners, L.P.30,961$2.48M0.07%+6,25113F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC30,881$2.48M3.21%+8,60113F-HRTimeline
Heritage Family Offices, LLP30,937$2.48M1.13%+7,11713F-HRTimeline
Summit Financial Wealth Advisors, LLC30,675$2.46M0.35%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC30,632$2.46M0.03%-69,67113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC30,011$2.45M0.71%+9,36413F-HRTimeline
Integrity Wealth Solutions LLC30,408$2.44M0.96%-1913F-HRTimeline
Aspen Wealth Strategies, LLC30,312$2.43M1.33%+27,55413F-HRTimeline
Seal Cove Capital, LLC30,288$2.43M2.27%13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD30,134$2.42M1.14%-7,49713F-HRTimeline
My Personal CFO, LLC30,061$2.41M1.01%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC30,033$2.41M0.54%+3913F-HRTimeline
SBI Securities Co., Ltd.29,810$2.39M0.06%+2,68013F-HRTimeline
Corsicana & Co.29,785$2.39M1.34%+3,03513F-HRTimeline
NewEdge Wealth, LLC29,462$2.36M0.03%+97413F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC29,329$2.35M0.32%+313F-HRTimeline
Narus Financial Partners, LLC29,212$2.34M0.65%+16713F-HRTimeline
SMART Wealth LLC29,186$2.34M0.71%+51713F-HRTimeline
Davidson Kempner Capital Management LP29,074$2.33M0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
M Holdings Securities, Inc.28,980$2.33M0.17%+9,23813F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC28,924$2.32M0.65%+1,58113F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…28,680$2.3M1.35%+16,23613F-HRTimeline
Gould Capital, LLC28,538$2.29M1.41%+9,34213F-HRTimeline
WealthShield Partners, LLC28,489$2.29M0.25%-8813F-HRTimeline
October Effect Ltd28,221$2.26M2.49%-1,19013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC28,193$2.26M<0.01%+4,07413F-HRTimelineGroup
SHAKER INVESTMENTS LLC/OH27,934$2.24M0.93%+3,47513F-HRTimeline
Pinnacle Family Advisors, LLC27,873$2.24M0.98%-2,30413F-HRTimeline
Realta Investment Advisors27,847$2.23M0.73%-95513F-HRTimeline
HORAN Wealth, LLC27,646$2.22M0.34%+1,13213F-HRTimeline
Stegent Equity Advisors, Inc.27,591$2.21M1.73%+51113F-HRTimeline
Aspen Wealth Management LLC27,225$2.18M0.46%-1,27613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC27,178$2.18M0.06%+3,00613F-HRTimeline
Teamwork Financial Advisors, LLC27,105$2.17M0.23%-37113F-HRTimeline
Gunpowder Capital Management, LLC dba O…27,017$2.17M1.69%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC27,003$2.17M0.06%-20813F-HRTimeline
J.W. COLE ADVISORS, INC.74,800$2.16M0.05%+5,52613F-HRTimeline
Great Lakes Retirement, Inc.26,862$2.15M0.22%-2,62813F-HRTimeline
Medallion Wealth Advisors, LLC26,823$2.15M0.72%-1,08613F-HRTimeline
TrueWealth Advisors, LLC26,620$2.14M0.55%+44713F-HRTimeline
Prospect Financial Services LLC26,526$2.13M1.22%-74913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC26,407$2.12M0.15%+43513F-HRTimeline
Prosperity Consulting Group, LLC26,351$2.11M0.1%+1,39513F-HRTimeline
PEAK FINANCIAL ADVISORS LLC26,273$2.11M0.95%+21,22813F-HRTimeline
Dentgroup LLC26,134$2.1M1.44%+1,21313F-HRTimeline
Koshinski Asset Management, Inc.26,073$2.09M0.13%-13413F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC26,057$2.09M1.71%+76713F-HRTimeline
Raab & Moskowitz Asset Management LLC26,040$2.09M0.46%-37213F-HRTimeline
Holistic Financial Partners25,989$2.08M0.76%+2,66113F-HRTimeline
Schwallier Wealth Management LLC25,550$2.08M1.33%-4,34013F-HRTimeline
Evanson Asset Management, LLC25,781$2.07M0.11%+1,71213F-HRTimeline
Cascade Financial Partners, LLC25,759$2.07M0.21%+74013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO25,668$2.06M<0.01%+1,31613F-HRTimelineGroup
Wagner Wealth Management, Corp25,655$2.06M2.03%13F-HRTimeline
Rooted Wealth Advisors, Inc.25,485$2.06M0.58%-52813F-HRTimeline
Metis Global Partners, LLC25,621$2.06M0.05%-5,78813F-HRTimeline
Bleakley Financial Group, LLC25,560$2.05M0.04%+17813F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding25,407$2.04M+7,749Timeline
Frisco Financial Planning LLC25,396$2.04M1.7%-1,15013F-HRTimeline
VISTA INVESTMENT MANAGEMENT25,386$2.04M0.67%-13813F-HRTimeline
Fulcrum Capital LLC25,338$2.03M0.41%013F-HRTimeline
Barnes Wealth Management Group, Inc25,264$2.03M1.08%-1,26513F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.25,079$2.01M0.73%+13813F-HRTimeline
Imprint Wealth LLC24,525$1.97M9.19%+5,42713F-HRTimeline
SENTINEL PENSION ADVISORS, LLC24,457$1.96M0.3%+1213F-HRTimeline
Treasure Coast Financial Planning24,411$1.96M1.04%013F-HRTimeline
Pinion Investment Advisors, LLC24,326$1.95M0.48%-69613F-HRTimeline
HARMONY ASSET MANAGEMENT LLC24,295$1.95M0.65%-30013F-HRTimeline
MFG WEALTH MANAGEMENT, INC.24,268$1.95M1.52%+17513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC24,257$1.95M0.06%-68613F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding24,124$1.94M+947Timeline
Momentum Wealth Planning, LLC24,064$1.93M1.51%-90213F-HRTimeline
Stonebridge Financial Group, LLC24,005$1.93M0.16%+3,35313F-HRTimeline
SIG BROKERAGE, LP24,000$1.93M0.65%013F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.23,579$1.92M1.35%new13F-HRTimeline
CGN Advisors LLC23,897$1.92M0.15%+24213F-HRTimeline
NORDEN GROUP LLC23,829$1.91M0.19%+3,31413F-HRTimeline
FORONJY FINANCIAL LLC23,809$1.91M0.8%-53713F-HRTimeline
Redwood Financial Network Corp23,799$1.91M1.22%-39713F-HRTimeline
Root Financial Partners, LLC23,797$1.91M0.1%-1,27613F-HRTimeline
Secure Asset Management, LLC23,741$1.9M0.3%+1,71913F-HRTimeline
Sigma Planning Corp23,389$1.88M0.05%+15613F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC23,385$1.88M0.18%+1,09613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…23,156$1.86M0.07%+4,55413F-HRTimelineGroup