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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,238 managers (1,255 13F filers) reported a position in SPYM shares at 2024-12-31, 536,995,009 shares in all. 110 filers opened a position and 51 filers sold out during the quarter.

Managers
1,238
13F filers
1,255
New
110
Added
552
Reduced
373
Sold out
51
Shares held by filers
536,995,009

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ROMAN BUTLER FULLERTON & CO11,989$845K0.27%+55813F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…12,257$845K0.6%-58813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,253$845K0.05%new13F-HRTimelineGroup
Emerald Advisors, LLC12,239$844K0.12%+32613F-HRTimeline
Capital Advisors, Ltd. LLC12,156$838K0.11%013F-HRTimeline
MAS Advisors LLC12,121$836K1.4%-12,12713F-HRTimeline
SAX WEALTH ADVISORS, LLC12,094$834K0.07%new13F-HRTimeline
Archford Capital Strategies, LLC12,012$828K0.13%+3,75713F-HRTimeline
Five Oceans Advisors12,006$828K0.38%-1,66913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd11,944$823K0.07%new13F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.11,900$820K0.02%+913F-HRTimelineGroup
LGT Financial Advisors LLC11,895$820K1.81%-40113F-HRTimeline
Clearstead Advisors, LLC11,810$814K0.01%+4013F-HRTimeline
Next Level Wealth Planning, LLC11,725$808K0.64%13F-HRTimeline
L.M. KOHN & COMPANY11,714$808K0.21%+1,51513F-HRTimeline
STEVENS CAPITAL PARTNERS11,624$801K0.36%+80813F-HRTimeline
Stewardship Advisors, LLC11,614$801K0.22%+2,08813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.11,607$800K<0.01%+9,52013F-HRTimelineGroup
Trivium Point Advisory, LLC11,414$787K0.1%-7,55213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,340$786K<0.01%-10213F-HRTimelineGroup
Accurate Wealth Management, LLC11,284$781K0.15%-64213F-HRTimeline
Edgestream Partners, L.P.11,309$780K0.03%new13F-HRTimeline
Western Financial Corp/CA11,257$776K0.43%-7,58013F-HRTimeline
Capital Investment Advisors, LLC11,255$776K0.02%+50313F-HRTimeline
Beckerman Institutional, LLC11,244$775K0.62%+2913F-HRTimeline
Altrius Capital Management Inc11,216$773K0.21%-1,21113F-HRTimeline
American Money Management, LLC11,058$762K0.15%-51813F-HRTimeline
HBW ADVISORY SERVICES LLC11,041$761K0.08%+39413F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.11,033$761K1.29%+2213F-HRTimeline
Chris Bulman Inc10,930$754K0.48%-3,10013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC10,907$752K0.13%-61913F-HRTimeline
CORRADO ADVISORS, LLC10,903$752K0.49%-59513F-HRTimeline
Trivant Custom Portfolio Group, LLC10,836$747K0.44%+71413F-HRTimeline
Hemenway Trust Co LLC10,832$747K0.06%-15013F-HRTimeline
Asset Dedication, LLC10,830$747K0.06%+29713F-HRTimeline
MRWM Advisors, LLC10,783$743K0.58%13F-HRTimeline
Flagship Private Wealth, LLC10,620$732K0.35%-1,19213F-HRTimeline
PCA Investment Advisory Services Inc.10,606$731K0.34%+1413F-HRTimeline
Gotham Asset Management, LLC10,542$727K0.01%013F-HRTimeline
Reliant Investment Partners, LLC10,494$723K0.64%13F-HRTimeline
Rockwood Wealth Management, LLC10,290$712K0.08%-16213F-HRTimeline
Empower Advisory Group, LLC10,178$702K<0.01%+18313F-HRTimeline
National Wealth Management Group, LLC10,075$695K0.46%+69913F-HRTimeline
Trilogy Capital Inc.10,070$694K0.04%+2613F-HRTimeline
Heritage Wealth Partners, LLC10,021$691K0.87%+1,75413F-HRTimeline
Berger Financial Group, Inc10,010$690K0.05%+4,05813F-HRTimeline
Onyx Bridge Wealth Group LLC9,993$689K0.1%+1,98813F-HRTimeline
Coordinated Financial Services, Inc.9,891$682K0.53%13F-HRTimeline
FINANCIAL CONSULATE, INC9,841$678K0.18%+24213F-HRTimeline
Wedmont Private Capital9,845$672K0.04%new13F-HRTimeline
G&S Capital LLC9,695$668K0.28%new13F-HRTimeline
Destiny Capital Corp/CO9,637$664K0.4%+113F-HRTimeline
PKS Advisory Services, LLC9,617$663K0.17%13F-HRTimeline
Fortis Advisors, LLC9,605$662K0.43%+22513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,567$660K0.01%+1,77813F-HRTimeline
Precision Wealth Strategies, LLC9,540$658K0.51%+34413F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC9,528$657K0.77%13F-HRTimeline
Optimist Retirement Group LLC9,494$654K0.31%-29213F-HRTimeline
Laurel Wealth Advisors LLC9,484$654K0.1%+4413F-HRTimeline
Capital Planning Advisors, LLC9,460$652K0.1%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC9,456$652K<0.01%+94813F-HRTimelineGroup
Key Financial Inc9,410$649K0.15%+14613F-HRTimeline
Capital Asset Advisory Services LLC9,289$647K0.03%-2,82013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC9,088$627K0.23%-87013F-HRTimeline
Mission Creek Capital Partners, Inc.9,009$621K0.14%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp8,955$617K0.04%-1,10713F-HRTimelineGroup
MAGNOLIA CAPITAL MANAGEMENT LTD8,895$613K0.49%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,884$612K<0.01%+16313F-HRTimelineGroup
GK Wealth Management LLC8,804$607K0.77%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,800$607K<0.01%new13F-HRTimelineGroup
Sovereign Financial Group, Inc.8,715$601K0.14%+113F-HRTimeline
Summit Financial Strategies, Inc.8,710$600K0.07%-8013F-HRTimeline
Cranbrook Wealth Management, LLC8,696$600K0.14%-80013F-HRTimeline
REGIMEN WEALTH, LLC8,673$598K0.2%-1,01613F-HRTimeline
4WEALTH ADVISORS, INC.8,653$597K0.61%13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC8,633$595K0.11%-46413F-HRTimeline
CHURCHILL MANAGEMENT Corp8,616$594K0.01%+2,70613F-HRTimeline
LongView Wealth Management8,599$593K0.18%+1,27513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC8,574$591K0.01%-1,09813F-HRTimeline
Abundance Wealth Counselors8,550$589K0.13%new13F-HRTimeline
SYNOVUS FINANCIAL CORP8,533$588K0.01%-5,58913F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC8,430$581K0.11%-53813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,411$580K<0.01%-4,37313F-HRTimelineGroup
Morningstar Investment Services LLCin group Morningstar Investment Manage…8,403$579K0.05%-113,77413F-HRTimelineGroup
Chemistry Wealth Management LLC8,376$577K0.14%013F-HRTimeline
American Financial Advisors, LLC8,294$572K0.08%+67613F-HRTimeline
AMERIFLEX GROUP, INC.8,054$570K0.26%13F-HRTimeline
Marcum Wealth, LLC8,267$570K0.05%+4,53013F-HRTimeline
FSA Advisors, Inc.8,265$570K0.7%-5,75213F-HRTimeline
ORBA Wealth Advisors, L.L.C.8,260$569K0.3%+13513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC8,245$568K0.12%-46313F-HRTimelineGroup
CITY NATIONAL BANK OF FLORIDA /MSD8,226$567K0.52%13F-HRTimeline
THOMPSON DAVIS & CO., INC.8,200$565K0.36%013F-HRTimeline
Invera Wealth Advisors, LLC7,870$565K0.56%new13F-HRTimeline
Evernest Financial Advisors, LLC8,184$564K0.15%-65113F-HRTimeline
FLOW TRADERS U.S. LLC8,102$559K0.02%-14,20513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA8,032$554K<0.01%+2,28113F-HRTimelineGroup
Global Strategic Investment Solutions, …8,000$552K0.06%013F-HRTimeline
Drucker Wealth 3.0, LLC7,989$551K0.13%-74713F-HR/ATimeline
Acropolis Investment Management, LLC7,977$550K0.03%+213F-HRTimeline
Hillman Capital Management, Inc.7,938$547K0.2%new13F-HRTimeline
Fisher Asset Management, LLC7,931$547K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.7,906$545K0.21%-22213F-HRTimeline
FLP Wealth Management, LLC7,788$537K1.37%13F-HRTimeline
Shira Ridge Wealth Management7,787$537K0.26%-25313F-HRTimeline
Integrated Advisors Network LLC7,753$534K0.03%+51113F-HRTimeline
Strategic Wealth Partners, Ltd.7,448$534K0.04%+2,09913F-HRTimeline
MJP ASSOCIATES INC /ADV7,666$529K0.09%+2013F-HRTimeline
High Note Wealth, LLC7,645$527K0.14%+14113F-HRTimeline
MGB Wealth Management, LLC7,614$525K0.16%+1,07813F-HRTimeline
Lavaca Capital LLC7,539$520K0.23%-9413F-HRTimeline
Outlook Wealth Advisors, LLC7,521$518K0.15%+8113F-HRTimeline
AJ Advisors, LLC7,514$518K0.27%-10313F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.7,510$518K0.03%+3,97413F-HRTimelineGroup
Duncan Williams Asset Management, LLC7,498$517K0.2%new13F-HRTimeline
Opulen Financial Group LLC7,430$512K0.47%13F-HRTimeline
Plante Moran Financial Advisors, LLC7,421$512K0.04%+14213F-HRTimeline
Allworth Financial LP7,128$509K<0.01%+66213F-HRTimeline
SIMPLEX TRADING, LLC7,372$508K0.01%new13F-HRTimeline
Cresset Asset Management, LLC7,335$506K<0.01%new13F-HRTimeline
Brio Consultants, LLC7,122$491K0.08%+40113F-HRTimeline
Campbell Wealth Management6,981$481K0.04%+59713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,012$479K0.11%+3113F-HRTimeline
Accredited Investors Inc.6,919$477K0.03%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC6,915$477K0.11%new13F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.6,900$476K0.02%new13F-HRTimelineGroup
PFG Private Wealth Management, LLC6,892$475K0.27%+2713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.6,867$473K0.01%new13F-HR/ATimelineGroup
SageView Advisory Group, LLC6,796$469K0.02%+2,57813F-HRTimeline
MY Wealth Management Inc.6,648$458K0.46%013F-HRTimeline
Pure Financial Advisors, LLC6,645$458K0.01%+1,31713F-HRTimeline
Founders Financial Alliance, LLC6,637$458K0.13%+30513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC6,624$457K0.01%-1,95513F-HRTimeline
FLC Capital Advisors6,439$444K0.1%-33713F-HRTimeline
Relyea Zuckerberg Hanson LLC6,439$444K0.06%+2213F-HRTimeline
RWA WEALTH PARTNERS, LLC6,430$443K0.01%-11,60613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,416$442K0.02%new13F-HR/ATimelineGroup
3EDGE Asset Management, LP6,393$441K0.03%+1,32613F-HRTimeline
Advisors Capital Management, LLC6,380$440K0.01%-3,58413F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC6,350$438K0.05%+26413F-HRTimelineGroup
Trail Ridge Investment Advisors, LLC6,346$437K0.21%+13613F-HRTimeline
Consolidated Portfolio Review Corp6,337$437K0.07%+3,29613F-HRTimeline
Portland Financial Advisors Inc6,332$437K1.17%13F-HRTimeline
Talisman Wealth Advisors LLC6,315$435K0.46%new13F-HRTimeline
Prospera Financial Services Inc6,243$430K0.01%-3,54413F-HRTimeline
Magnolia Private Wealth, LLC6,198$427K0.38%13F-HRTimeline
NEPC LLC6,170$425K0.01%new13F-HRTimeline
Destiny Wealth Partners, LLC6,134$423K0.07%013F-HRTimeline
Trust Co of the South6,079$419K0.09%013F-HRTimeline
Caitlin John, LLC6,038$416K0.28%+37213F-HRTimeline
BAILARD, INC.6,020$415K0.01%new13F-HRTimeline
PAX Financial Group, LLC6,004$414K0.07%+54113F-HRTimeline
Financial Life Planners5,977$412K0.35%13F-HRTimeline
CPC Advisors, LLC5,942$410K0.06%new13F-HRTimeline
Sheaff Brock Investment Advisors, LLC5,920$408K0.04%+1,68313F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,917$408K0.01%+32013F-HRTimeline
Wilson & Boucher Capital Management, LLC5,900$407K0.29%013F-HRTimeline
Colonial River Investments, LLC5,839$403K0.19%+25513F-HRTimeline
Ironwood Financial, llc5,725$395K0.08%new13F-HRTimeline
Westside Investment Management, Inc.5,715$394K0.08%-8813F-HRTimeline
SVB WEALTH LLC5,665$391K0.01%new13F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC5,634$388K0.26%-8613F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…5,627$388K0.04%+70213F-HRTimelineGroup
MATHER GROUP, LLC.5,600$386K0.01%+59213F-HRTimeline
TPG Financial Advisors, LLC5,575$384K0.17%013F-HRTimeline
Arrowroot Family Office, LLC5,519$380K0.2%-113F-HRTimeline
Lion Street Advisors, LLC5,507$380K0.12%+30913F-HRTimeline
Partnership Wealth Management, LLC5,500$379K0.32%013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS5,498$379K0.31%-108,21013F-HRTimeline
Northstar Group, Inc.5,400$372K0.06%013F-HRTimeline
Diligent Investors, LLC5,370$370K0.08%013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC5,357$369K0.38%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,354$369K0.02%-23813F-HRTimeline
Apriem Advisors5,269$363K0.04%013F-HRTimeline
Composition Wealth, LLC5,241$361K0.01%new13F-HRTimeline
Claris Financial LLC5,234$361K0.24%13F-HRTimeline
Frisch Financial Group, Inc.5,227$360K0.11%-6513F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC5,191$358K0.2%+21013F-HRTimeline
Hardy Reed LLC5,177$357K0.03%013F-HRTimeline
TFB Advisors LLC5,151$355K0.1%+72913F-HRTimeline
TCP Asset Management, LLC5,140$354K0.08%-15013F-HRTimeline
Edgemoor Investment Advisors, Inc.5,129$354K0.03%013F-HRTimeline
WEDBUSH SECURITIES INC5,127$353K0.01%-1,49213F-HRTimeline
D.A. DAVIDSON & CO.5,094$351K<0.01%-51,53313F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC5,034$349K0.05%+313F-HRTimeline
ROMANO BROTHERS AND COMPANY5,039$347K0.04%+1,03913F-HRTimeline
Fulton Bank, N.A.5,005$345K0.01%013F-HRTimeline
Foster Group, Inc.5,004$345K0.01%new13F-HRTimeline
Santori & Peters, Inc.4,984$344K0.13%013F-HRTimeline
Nicholas Hoffman & Company, LLC.4,948$341K0.01%new13F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Bernardo Wealth Planning LLC4,922$336K0.08%+85113F-HRTimeline
Heartwood Wealth Advisors LLC4,876$336K0.04%013F-HRTimeline
Optivise Advisory Services LLC4,849$334K0.18%-1,32913F-HRTimeline
Stark Wealth Management LLC4,801$334K0.25%13F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.4,817$332K0.08%new13F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.4,804$331K0.04%013F-HRTimeline
Impact Partnership Wealth, LLC4,792$330K0.07%+40113F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC4,782$330K0.07%+1,81413F-HRTimeline
CWA Asset Management Group, LLC4,753$328K0.02%013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC4,744$327K0.18%-1,04413F-HRTimeline