Skip to content
Disclosery

SPYM SPDR SERIES TRUST

Follow

SHS (fund)

1,708 managers (1,732 13F filers) reported a position in SPYM shares at 2026-06-30, 1,317,701,100 shares in all. 176 filers opened a position and 52 filers sold out during the quarter.

Managers
1,708
13F filers
1,732
New
176
Added
891
Reduced
462
Sold out
52
Shares held by filers
1,317,701,100

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Gould Capital, LLC32,657$2.87M1.6%+92613F-HRTimeline
Cooper Financial Group32,428$2.85M0.24%+52113F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…32,272$2.84M0.38%-18,88113F-HRTimeline
Sigma Planning Corp32,043$2.82M0.07%+8,57813F-HRTimeline
American Investment Services, Inc.32,000$2.81M0.59%-30013F-HRTimeline
Realta Investment Advisors31,992$2.81M0.87%-3,31913F-HRTimeline
Integrity Wealth Solutions LLC31,980$2.81M1.04%+99113F-HRTimeline
Financial Planning Navigators CORP31,899$2.8M1.05%+4,56013F-HRTimeline
Indivisible Partners31,685$2.78M0.16%+8,25613F-HRTimeline
Empirical Asset Management, LLC31,231$2.74M0.62%+10,78313F-HRTimeline
HORAN Wealth, LLC31,039$2.73M0.34%+3,39313F-HR/ATimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC30,898$2.72M0.67%-47813F-HRTimeline
One Capital Management, LLC35,262$2.7M0.08%013F-HRTimeline
Strategic Financial Concepts, LLC30,439$2.67M0.8%-2,30413F-HRTimeline
Sovran Advisors, LLC30,659$2.67M0.2%+1,68213F-HRTimeline
Seal Cove Capital, LLC30,370$2.67M2.05%+8213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC30,262$2.66M<0.01%+5,98713F-HRTimelineGroup
Strategic Wealth Partners, Ltd.30,231$2.66M0.16%-68813F-HRTimeline
Retirement Planning Group, LLC30,115$2.65M0.07%-71413F-HRTimeline
Sharkey, Howes & Javer30,077$2.64M0.32%+16,29513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…29,979$2.64M0.01%-8,42213F-HRTimelineGroup
Schrum Private Wealth Management LLC38,552$2.63M2.7%-14,02613F-HRTimeline
Narus Financial Partners, LLC29,904$2.63M0.68%+60713F-HRTimeline
Frisco Financial Planning LLC29,690$2.61M1.97%+4,04013F-HRTimeline
My Personal CFO, LLC29,656$2.61M1.02%-6213F-HRTimeline
Ethic Inc.29,547$2.6M0.03%+18,30813F-HRTimeline
Outlook Wealth Advisors, LLC29,453$2.6M0.56%+5,60313F-HRTimeline
Riggs Asset Managment Co. Inc.29,403$2.58M0.46%+19,16413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC29,380$2.58M0.49%+2,77913F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC29,333$2.58M0.32%+213F-HRTimeline
Cascade Financial Partners, LLC29,324$2.58M0.22%+92313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC29,299$2.57M0.18%-2,23713F-HRTimelineGroup
Investment Management Trust, LLC29,147$2.56M2.3%+3,77713F-HRTimeline
LexAurum Advisors, LLC29,069$2.55M0.3%-54313F-HRTimeline
United Advisor Group, LLC28,949$2.54M0.27%+9,71813F-HRTimeline
Nemes Rush Group LLC28,443$2.5M0.21%+3,95913F-HRTimeline
Fulcrum Equity Management28,313$2.49M2.01%+9,52413F-HRTimeline
Archer Investment Management, LLC28,310$2.49M0.85%-7,24013F-HRTimeline
Barnes Wealth Management Group, Inc28,303$2.49M1.15%+1,66213F-HRTimeline
October Effect Ltd28,091$2.47M2.32%-1,17213F-HRTimeline
Koshinski Asset Management, Inc.28,048$2.46M0.13%+1,35313F-HRTimeline
J. M. Brown & Associates Inc.27,994$2.46M1.41%13F-HRTimeline
Orion Capital Management LLC27,856$2.45M0.76%+18,84913F-HRTimeline
Prospect Financial Services LLC27,762$2.44M1.24%+1,07013F-HRTimeline
Inscription Capital, LLC27,674$2.43M0.22%-3813F-HRTimeline
First Nebraska Trust Co27,660$2.43M0.2%+18,84713F-HRTimeline
Moors & Cabot, Inc.27,636$2.43M0.09%+1,96113F-HRTimeline
SBI Securities Co., Ltd.27,523$2.42M0.06%-1,04613F-HRTimeline
WEALTHGARDEN F.S. LLC27,488$2.42M1.37%+6,72813F-HRTimeline
Evanson Financial, LLC27,436$2.41M0.12%13F-HRTimeline
Prairie Wealth Advisors, Inc.0$2.4M0.57%new13F-HRTimelineAmount filed as zero, left out of ratios.
Boulder Wealth Advisors, LLC27,231$2.39M0.87%+23,74913F-HRTimeline
Bleakley Financial Group, LLC27,184$2.39M0.03%-2,23713F-HRTimeline
Aspen Wealth Management LLC27,103$2.38M0.4%-4013F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC26,979$2.37M1.74%+31913F-HRTimeline
Mezzasalma Advisors, LLC26,880$2.36M0.47%new13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC26,974$2.36M0.31%+3,13213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP26,608$2.34M0.03%+7,06313F-HRTimeline
WealthShield Partners, LLC26,589$2.34M0.36%-2,02413F-HRTimeline
Root Financial Partners, LLC26,295$2.31M0.09%+93513F-HRTimeline
Teamwork Financial Advisors, LLC26,172$2.3M0.21%-13813F-HRTimeline
Holistic Financial Partners25,989$2.28M1.4%013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.25,952$2.28M0.75%+58513F-HRTimeline
Blue Edge Capital, LLC25,911$2.28M0.27%+14,60613F-HRTimeline
Stegent Equity Advisors, Inc.25,910$2.28M1.63%-1,10313F-HRTimeline
TrueWealth Advisors, LLC25,786$2.27M0.51%-14413F-HRTimeline
VCI Wealth Management LLC25,718$2.26M0.57%-56413F-HRTimeline
Acorn Wealth Advisors, LLC25,695$2.26M0.55%+3,38713F-HRTimeline
Pinion Investment Advisors, LLC25,669$2.26M0.43%+3,20413F-HRTimeline
CARDIFF PARK ADVISORS, LLC25,513$2.24M0.17%+11,85313F-HRTimeline
SFM, LLC25,432$2.23M1.15%+14,18313F-HRTimeline
Fulcrum Capital LLC25,338$2.23M0.45%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT25,081$2.2M0.67%-11913F-HRTimeline
Rooted Wealth Advisors, Inc.25,070$2.2M0.54%-713F-HRTimeline
Advisor Resource Council24,810$2.19M0.73%+7,85713F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …24,926$2.19M0.22%+12,01213F-HRTimelineGroup
Redwood Financial Network Corp24,821$2.18M1.21%+64113F-HRTimeline
SHAKER INVESTMENTS LLC/OH24,757$2.18M0.78%+99513F-HRTimeline
RIA Advisory Group LLC24,648$2.17M0.48%-1,13813F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC24,611$2.16M0.18%+49913F-HRTimeline
Ranch Capital Advisors Inc.24,466$2.15M0.68%+1,36413F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding24,390$2.14M+402Timeline
Spire Wealth Managementin group Spire Wealth Management24,366$2.14M0.06%+7,63813F-HRTimelineGroup
Alteri Wealth LLC24,360$2.14M0.59%+7,56313F-HRTimeline
ZEGA Investments, LLC24,357$2.14M0.36%+4,63913F-HRTimeline
Raab & Moskowitz Asset Management LLC24,283$2.13M0.43%-1,28413F-HRTimeline
SIG BROKERAGE, LP24,000$2.11M0.34%013F-HRTimeline
Goodman Financial Corp23,925$2.1M0.32%-9,71213F-HRTimeline
MFG WEALTH MANAGEMENT, INC.23,856$2.1M1.5%+17813F-HRTimeline
Treasure Coast Financial Planning23,693$2.08M1.02%-71813F-HRTimeline
Medallion Wealth Advisors, LLC23,533$2.07M0.65%-1,42713F-HRTimeline
CGN Advisors LLC23,389$2.06M0.15%+32013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC23,298$2.05M0.11%-24313F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC23,181$2.04M0.04%new13F-HRTimelineGroup
Triton Financial Group Inc23,020$2.02M1.16%-21,60613F-HRTimeline
HARMONY ASSET MANAGEMENT LLC22,986$2.02M0.54%+113F-HRTimeline
UPTICK PARTNERS, LLC22,779$2M0.31%-128,72913F-HRTimeline
FORONJY FINANCIAL LLC22,376$1.97M0.72%-58913F-HRTimeline
Fermata Advisors, LLC21,952$1.93M0.39%-1,65113F-HRTimeline
APS Management Group, Inc.21,893$1.92M1.48%-30613F-HRTimeline
Peck Wealth Management, LLC21,885$1.92M1.62%+4,02213F-HRTimeline
Gunpowder Capital Management, LLC dba O…21,756$1.91M1.34%-1,71713F-HRTimeline
Hutchens & Kramer Investment Management…21,750$1.91M0.51%+4,86813F-HRTimeline
INVESTED ADVISORS21,724$1.91M1.69%-2,30813F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…21,722$1.91M0.59%+65113F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC21,565$1.9M0.1%+38813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC21,486$1.89M0.1%-31413F-HRTimeline
Selby Wealth Management, LLC21,470$1.89M0.67%+8,58013F-HRTimeline
Strategic Family Wealth Counselors, L.L…21,374$1.88M0.44%+15,88913F-HRTimeline
WHITTIER TRUST CO21,062$1.86M0.02%-74913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC21,026$1.85M0.02%new13F-HRTimeline
GK Wealth Management LLC21,019$1.85M1.12%new13F-HRTimeline
BRIGHTON JONES LLC20,943$1.84M0.03%+2,18813F-HRTimeline
Mendel Money Management20,889$1.84M0.67%+2,67913F-HRTimeline
Town Capital LLC20,784$1.83M1.16%-1,51913F-HRTimeline
Hartford Financial Management Inc.20,625$1.81M0.4%+51913F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.20,614$1.81M0.22%+2,23813F-HRTimeline
Wilkins Miller Wealth Management, LLC20,542$1.81M0.99%+27313F-HRTimeline
Wealth Group Ltd20,361$1.79M0.34%-4013F-HRTimeline
Legacy Edge Advisors, LLC20,352$1.79M0.16%+2313F-HR/ATimeline
Collier Financial20,188$1.77M1.21%-49613F-HRTimeline
Great Lakes Retirement, Inc.20,111$1.77M0.16%-4,46513F-HRTimeline
GoalVest Advisory LLC20,093$1.77M0.33%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC19,987$1.76M0.02%new13F-HRTimeline
Landmark Wealth Management, LLC19,833$1.74M0.42%-1,00213F-HRTimeline
Orgel Wealth Management, LLC19,735$1.73M0.03%+7,55013F-HRTimeline
Keystone Wealth Services, LLC19,720$1.73M0.32%+31613F-HRTimeline
Trivant Custom Portfolio Group, LLC19,667$1.73M0.92%+60413F-HRTimeline
FLP Wealth Management, LLC19,533$1.72M3.05%+8,55913F-HRTimeline
Ruggiero Investments, Inc.19,489$1.71M1.45%+13,99613F-HRTimeline
OLD MISSION CAPITAL LLC19,438$1.71M0.04%new13F-HRTimeline
Richard W. Paul & Associates, LLC19,408$1.71M0.52%-26013F-HRTimeline
Impact Partnership Wealth, LLC19,378$1.7M0.17%+1,52313F-HRTimeline
SMITH, MOORE & CO.19,353$1.7M0.11%+22113F-HRTimeline
MAI Capital Management19,290$1.7M0.01%+4,17413F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC19,237$1.69M1.72%13F-HRTimeline
Stonebridge Financial Group, LLC/CA19,202$1.69M0.23%13F-HRTimeline
Storen Legacy Partners, LLC19,148$1.68M0.46%+11913F-HRTimeline
SEEDS INVESTOR LLC19,042$1.67M0.17%+6,64413F-HRTimeline
Stirlingshire Investments, Inc.18,988$1.67M1.24%-34113F-HRTimeline
Quest 10 Wealth Builders, Inc.18,794$1.65M1.28%+55913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.18,755$1.65M0.01%+3,37413F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…18,614$1.64M0.06%-3,62613F-HRTimelineGroup
Bright Futures Wealth Management, LLC.18,592$1.63M1.06%+13,04313F-HRTimeline
Kathmere Capital Management, LLC18,556$1.63M0.09%+1,15513F-HRTimeline
Redhawk Wealth Advisors, Inc.18,485$1.62M0.16%+313F-HRTimeline
WealthPlan Investment Management, LLC18,358$1.61M0.08%+1,00113F-HRTimeline
Anchor Investment Management, LLC18,039$1.59M0.12%-25613F-HRTimeline
PACIFIC FINANCIAL GROUP INC18,015$1.58M0.76%+11,17913F-HRTimeline
Orin Green Financial, LLC17,911$1.57M0.58%-8313F-HRTimeline
Cherry Tree Wealth Management, LLC17,880$1.57M0.3%+1,75513F-HRTimeline
Shared Vision Wealth Group LLC17,862$1.57M0.54%new13F-HRTimeline
Flagship Private Wealth, LLC17,707$1.56M0.55%+1,16513F-HRTimeline
WATERSHED PRIVATE WEALTH LLC17,698$1.56M0.44%-92613F-HRTimeline
Axiom Financial Strategies, LLC17,677$1.55M0.49%+59013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd17,576$1.54M0.02%+4,58513F-HRTimelineGroup
Resonant Capital Advisors, LLC17,515$1.54M0.07%013F-HRTimeline
Sequent Planning LLC17,482$1.54M0.33%+13,37813F-HRTimeline
Bensler, LLC17,362$1.53M0.13%-28113F-HRTimeline
Asset Dedication, LLC17,299$1.52M0.1%+10,07413F-HRTimeline
Wallace Advisory Group, LLC17,193$1.51M1.42%new13F-HRTimeline
Clear Point Advisors Inc.17,172$1.51M1.34%new13F-HRTimeline
Ciovacco Capital Management LLC17,149$1.51M0.67%-46813F-HRTimeline
FSA Advisors, Inc.17,029$1.5M0.69%-19913F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.16,966$1.49M0.06%+5,85413F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC16,852$1.48M0.04%+6,95813F-HRTimeline
Kingdom Financial Group LLC.16,836$1.48M0.38%+94713F-HRTimeline
tru Independence LLC16,834$1.48M0.65%-16613F-HRTimeline
BLUE JEAN FINANCIAL LLC16,784$1.47M1.03%-80413F-HRTimeline
THOMPSON DAVIS & CO., INC.16,575$1.46M0.87%+12513F-HRTimeline
W.H. Cornerstone Investments Inc.16,504$1.45M0.82%+3513F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …16,478$1.45M0.7%new13F-HRTimeline
Millennium Capital Advisors, LLC16,349$1.44M0.78%+3613F-HRTimeline
WELLINGTON-ALTUS USA INC.18,692$1.43M1.02%-91013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …16,065$1.41M0.01%-8913F-HRTimelineGroup
TLWM16,031$1.41M0.23%+76013F-HRTimeline
Verdence Capital Advisors LLC15,897$1.4M0.07%+2,83013F-HRTimeline
Stewardship Advisors, LLC15,843$1.39M0.29%+3,64613F-HRTimeline
SYKON CAPITAL LLC15,744$1.38M0.43%-313,74513F-HRTimeline
Retirement Planning Co of New England, …15,708$1.38M0.5%+36013F-HRTimeline
Capital Advisors, Ltd. LLC15,705$1.38M0.14%-22913F-HRTimeline
Alamar Capital Management, LLC15,700$1.38M0.7%-33813F-HRTimeline
Ayalon Insurance Comp Ltd.15,660$1.38M0.17%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department15,635$1.37M0.32%-1,18313F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…15,623$1.37M0.05%+1,27113F-HRTimelineGroup
Fisher Asset Management, LLC15,505$1.36M<0.01%+8,45713F-HRTimeline
LongView Wealth Management15,502$1.36M0.35%+3,15713F-HRTimeline
Strong Retirement Solutions LLC15,482$1.36M0.82%+1,39613F-HRTimeline
Nicholas Wealth, LLC.15,453$1.36M0.74%+1,37213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC15,486$1.35M0.19%+1,11013F-HRTimeline
Asio Capital, LLC15,230$1.34M0.17%+6,21613F-HRTimeline
Ellenbecker Investment Group15,200$1.34M0.16%new13F-HRTimeline
Wall Street Financial Group, Inc.15,094$1.33M0.71%+4,64213F-HRTimeline
Kachkovsky & Fisher, Inc.14,980$1.32M1.27%13F-HRTimeline
Gotham Asset Management, LLC14,937$1.31M<0.01%013F-HRTimeline
Summit Investment Advisory Services, LLC14,889$1.31M0.33%-23113F-HRTimeline
Quadcap Wealth Management, LLC14,689$1.29M0.13%-51913F-HRTimeline
Allworth Financial LP14,654$1.29M0.01%+2,10613F-HRTimeline
Onyx Bridge Wealth Group LLC14,548$1.28M0.12%-5713F-HRTimeline
LOM Asset Management Ltd14,500$1.27M0.33%013F-HRTimeline