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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,277 managers (1,294 13F filers) reported a position in SPYM shares at 2025-03-31, 622,764,721 shares in all. 117 filers opened a position and 70 filers sold out during the quarter.

Managers
1,277
13F filers
1,294
New
117
Added
598
Reduced
427
Sold out
70
Shares held by filers
622,764,721

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Copley Financial Group, Inc.13,131$863K0.66%-5,09413F-HR/ATimeline
Mason Investment Advisory Services, Inc.13,056$859K0.05%013F-HRTimeline
Anchor Investment Management, LLC12,990$854K0.08%+26913F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC12,934$851K<0.01%+3,47813F-HRTimelineGroup
Retirement Planning Co of New England, …12,855$845K0.42%+48213F-HR/ATimeline
Stonebridge Financial Group, LLC12,713$836K0.09%+8,47613F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…12,699$835K0.61%+44213F-HRTimeline
Summit Investment Advisory Services, LLC12,678$834K0.41%-1713F-HRTimeline
Quantinno Capital Management LP12,616$830K0.01%new13F-HRTimeline
STEVENS CAPITAL PARTNERS12,589$828K0.39%+96513F-HRTimeline
Schorn Wealth LLC12,564$826K0.27%+1413F-HRTimeline
Confluence Wealth Services, Inc.13,098$825K0.05%-2,72413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\12,478$821K<0.01%013F-HRTimelineGroup
Defender Capital, LLC.12,400$820K0.32%013F-HRTimeline
OPTIMA CAPITAL LLC12,413$816K0.52%-19,53213F-HRTimeline
Investments & Financial Planning, LLC12,340$811K0.53%-11913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.13,839$808K<0.01%+2,49913F-HRTimelineGroup
Crew Capital Management, Ltd12,278$807K0.66%+513F-HRTimeline
Invst, LLC12,218$803K0.11%-11813F-HRTimeline
Capital Advisors, Ltd. LLC12,156$799K0.11%013F-HRTimeline
Platform Technology Partners12,124$797K0.23%-57413F-HRTimeline
Emerald Advisors, LLC12,024$791K0.11%-21513F-HRTimeline
Clearstead Advisors, LLC11,974$787K0.01%+16413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.11,908$783K0.02%+813F-HRTimelineGroup
Capital Investment Advisors, LLC11,883$781K0.02%+62813F-HRTimeline
HBW ADVISORY SERVICES LLC11,831$778K0.11%+79013F-HRTimeline
Cresset Asset Management, LLC11,773$774K<0.01%+4,43813F-HRTimeline
Next Level Wealth Planning, LLC11,758$773K0.59%+3313F-HRTimeline
Beckerman Institutional, LLC11,751$773K0.56%+50713F-HRTimeline
Destiny Capital Corp/CO11,715$770K0.53%+2,07813F-HRTimeline
Deane Retirement Strategies, Inc.11,703$770K0.37%-1,44513F-HRTimeline
PEAK FINANCIAL ADVISORS LLC11,644$766K0.39%-150,30313F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.11,466$754K0.03%new13F-HRTimeline
Heritage Wealth Partners, LLC11,460$754K1.15%+1,43913F-HRTimeline
L.M. KOHN & COMPANY11,380$748K0.2%-33413F-HRTimeline
ROMAN BUTLER FULLERTON & CO11,743$742K0.29%-24613F-HRTimeline
Estate Counselors, LLC11,075$728K0.08%new13F-HRTimeline
PCA Investment Advisory Services Inc.11,069$728K0.38%+46313F-HRTimeline
BRIGHTON JONES LLC11,045$726K0.02%+6,52813F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.10,961$721K1.09%-7213F-HRTimeline
Chris Bulman Inc10,932$719K0.45%+213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,874$715K0.01%-1,46013F-HRTimelineGroup
Hemenway Trust Co LLC10,832$712K0.06%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,824$712K<0.01%+2,41313F-HRTimelineGroup
KPP Advisory Services LLC10,789$709K0.13%new13F-HRTimeline
Trivant Custom Portfolio Group, LLC10,751$707K0.41%-8513F-HRTimeline
American Money Management, LLC10,703$704K0.13%-35513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC10,617$698K0.13%-29013F-HR/ATimeline
Five Oceans Advisors10,602$697K0.33%-1,40413F-HRTimeline
PACIFIC FINANCIAL GROUP INC10,589$696K0.56%-4,45913F-HRTimeline
Flagship Private Wealth, LLC10,581$696K0.33%-3913F-HRTimeline
Gotham Asset Management, LLC10,542$693K0.01%013F-HRTimeline
PKS Advisory Services, LLC10,541$693K0.19%+92413F-HRTimeline
American Financial Advisors, LLC10,525$692K0.1%+2,23113F-HRTimeline
Reliant Investment Partners, LLC10,494$690K0.7%013F-HRTimeline
CORRADO ADVISORS, LLC10,455$688K0.46%-44813F-HRTimeline
Western Financial Corp/CA10,437$686K0.4%-82013F-HRTimeline
Berger Financial Group, Inc10,431$686K0.05%+42113F-HRTimeline
Consolidated Portfolio Review Corp10,339$680K0.11%+4,00213F-HRTimeline
Altrius Capital Management Inc10,330$679K0.17%-88613F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC10,273$676K0.68%+74513F-HRTimeline
Trilogy Capital Inc.10,244$674K0.04%+17413F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC10,195$670K0.14%+1,95013F-HRTimelineGroup
Rockwood Wealth Management, LLC10,097$664K0.07%-19313F-HRTimeline
Brio Consultants, LLC10,049$661K0.1%+2,92713F-HR/ATimeline
Accurate Wealth Management, LLC10,624$657K0.13%-66013F-HRTimeline
Oregon Pacific Wealth Management, LLC9,975$656K0.66%-2,46313F-HRTimeline
SWMG, LLC10,093$653K0.26%-39,17813F-HRTimeline
Coordinated Financial Services, Inc./CO9,915$652K0.5%13F-HRTimeline
Summit Global Investmentsin group Summit Global Investments9,868$649K0.05%-74,99013F-HRTimelineGroup
tru Independence LLC9,838$647K0.2%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.9,827$646K0.01%-3,94213F-HRTimeline
ZEGA Investments, LLC9,787$644K0.19%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC9,762$642K<0.01%-13,29813F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding9,782$637K-25,875Timeline
WOLVERINE TRADING, LLC9,746$637K0.02%new13F-HRTimeline
Capital Planning Advisors, LLC9,613$632K0.1%+15313F-HRTimeline
GK Wealth Management LLC9,613$632K0.79%+80913F-HR/ATimeline
LongView Wealth Management9,542$627K0.19%+94313F-HRTimeline
Optimist Retirement Group LLC9,511$625K0.31%+1713F-HRTimeline
Precision Wealth Strategies, LLC9,496$624K0.48%-4413F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC9,464$622K0.07%+3,11413F-HRTimelineGroup
Laurel Wealth Advisors LLC9,462$622K0.1%-2213F-HRTimeline
THOMPSON DAVIS & CO., INC.9,450$621K0.49%+1,25013F-HRTimeline
Empower Advisory Group, LLC9,429$620K<0.01%-74913F-HRTimeline
REGIMEN WEALTH, LLC9,215$608K0.2%+54213F-HRTimeline
Mission Creek Capital Partners, Inc.9,009$592K0.14%013F-HRTimeline
Chemistry Wealth Management LLC9,004$592K0.14%+62813F-HRTimeline
Segment Wealth Management, LLC8,983$591K0.04%+5,56313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp8,955$589K0.04%013F-HRTimelineGroup
Key Financial Inc8,941$588K0.13%-46913F-HRTimeline
Corundum Group, Inc.8,939$588K0.28%-26,53413F-HRTimeline
Hartford Financial Management Inc.8,911$586K0.12%-11,96413F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD8,895$585K0.5%013F-HRTimeline
Cranbrook Wealth Management, LLC8,696$572K0.13%013F-HRTimeline
Northwest Capital Management Inc8,655$569K0.23%-4,45113F-HRTimeline
Trivium Point Advisory, LLC8,654$569K0.07%-2,76013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC8,622$567K0.01%+4813F-HRTimeline
Fortis Advisors, LLC8,594$565K0.37%-1,01113F-HRTimeline
Abundance Wealth Counselors8,550$562K0.12%013F-HRTimeline
Sovereign Financial Group, Inc.8,436$555K0.13%-27913F-HRTimeline
Hillman Capital Management, Inc.8,430$554K0.27%+49213F-HRTimeline
Plante Moran Financial Advisors, LLC8,421$554K0.05%+1,00013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,378$551K<0.01%+5,31913F-HRTimelineGroup
ORBA Wealth Advisors, L.L.C.8,235$542K0.27%-2513F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD8,226$541K0.49%013F-HRTimeline
SYNOVUS FINANCIAL CORP8,214$540K0.01%-31913F-HRTimeline
William Mack & Associates, Inc.8,198$539K0.46%+3,47613F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC8,179$538K0.09%-25113F-HRTimeline
Onyx Bridge Wealth Group LLC8,077$531K0.08%-1,91613F-HRTimeline
High Note Wealth, LLC8,018$527K0.13%+37313F-HRTimeline
Global Strategic Investment Solutions, …8,000$526K0.06%013F-HRTimeline
Mosaic Advisors LLC8,000$526K0.79%-8,70813F-HRTimeline
Acropolis Investment Management, LLC7,978$525K0.03%+113F-HRTimeline
MGB Wealth Management, LLC7,887$518K0.19%+27313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,835$515K<0.01%-1,04913F-HRTimelineGroup
Evernest Financial Advisors, LLC7,834$515K0.18%-35013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA7,825$515K<0.01%-20713F-HRTimelineGroup
Asset Dedication, LLC7,795$513K0.04%-3,03513F-HRTimeline
AJ Advisors, LLC7,745$509K0.26%+23113F-HRTimeline
MJP ASSOCIATES INC /ADV7,684$505K0.09%+1813F-HRTimeline
Magnolia Private Wealth, LLC7,680$505K0.43%+1,48213F-HRTimeline
Raleigh Capital Management Inc.7,616$501K0.23%-29013F-HRTimeline
Outlook Wealth Advisors, LLC7,550$496K0.14%+2913F-HRTimeline
Talisman Wealth Advisors LLC7,535$496K0.51%+1,22013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC7,468$491K0.09%-1,16513F-HRTimeline
Opulen Financial Group LLC7,455$490K0.45%+2513F-HRTimeline
CIBC WORLD MARKET INC.7,402$487K<0.01%+3,81113F-HRTimeline
Blue Oak Capital, LLC7,399$487K0.27%-4,95313F-HRTimeline
4WEALTH ADVISORS, INC.7,350$483K0.54%-1,30313F-HRTimeline
Lion Street Advisors, LLC7,340$483K0.15%+1,83313F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…7,331$482K0.09%-1,07213F-HRTimelineGroup
Lavaca Capital LLC7,304$480K0.22%-23513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC7,279$479K0.05%new13F-HR/ATimeline
Pure Financial Advisors, LLC7,184$472K0.01%+53913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC7,143$470K0.01%+51913F-HRTimeline
Mach-1 Financial Group, LLC7,135$469K0.14%new13F-HRTimeline
3EDGE Asset Management, LP7,071$465K0.03%+67813F-HRTimeline
Curbstone Financial Management Corp7,000$460K0.1%new13F-HRTimeline
SageView Advisory Group, LLC6,997$460K0.02%+20113F-HRTimeline
PFG Private Wealth Management, LLC6,944$457K0.25%+5213F-HRTimeline
Shira Ridge Wealth Management6,938$456K0.23%-84913F-HRTimeline
Accredited Investors Inc.6,919$455K0.03%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC6,915$455K0.1%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.6,867$452K0.01%013F-HRTimelineGroup
Advisors Capital Management, LLC6,848$450K0.01%+46813F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC6,814$448K0.16%-2,27413F-HRTimeline
WORLD EQUITY GROUP, INC.6,706$441K0.13%-8,60413F-HRTimeline
Portland Financial Advisors Inc6,691$440K1.13%+35913F-HRTimeline
Founders Financial Alliance, LLC6,664$438K0.11%+2713F-HRTimeline
MY Wealth Management Inc.6,648$437K0.42%013F-HRTimeline
Allworth Financial LP6,791$437K<0.01%-33713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,036$434K0.09%+2413F-HRTimeline
PAX Financial Group, LLC6,573$432K0.08%+56913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,545$430K<0.01%-5,06213F-HRTimelineGroup
Prospera Financial Services Inc6,494$427K0.01%+25113F-HRTimeline
Trail Ridge Investment Advisors, LLC6,463$425K0.22%+11713F-HRTimeline
Relyea Zuckerberg Hanson LLC6,460$425K0.06%+2113F-HRTimeline
Summit Financial Strategies, Inc.6,444$424K0.04%-2,26613F-HRTimeline
RWA WEALTH PARTNERS, LLC6,430$423K0.01%013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC6,400$421K0.28%+76613F-HRTimeline
Prospect Financial Services LLC6,395$421K0.23%new13F-HRTimeline
Integrated Advisors Network LLC6,310$415K0.02%-1,44313F-HRTimeline
FLC Capital Advisors6,266$412K0.09%-17313F-HRTimeline
Vermillion & White Wealth Management Gr…6,189$407K0.29%-74,06013F-HRTimeline
Southland Equity Partners LLC6,177$406K0.09%+1,69913F-HRTimeline
Northstar Group, Inc.6,175$406K0.07%+77513F-HRTimeline
Nemes Rush Group LLC6,141$404K0.05%+5,96913F-HRTimeline
Destiny Wealth Partners, LLC6,134$403K0.06%013F-HRTimeline
Trust Co of the South6,079$400K0.08%013F-HRTimeline
Capital Asset Advisory Services LLC5,966$396K0.02%-3,32313F-HRTimeline
BAILARD, INC.6,020$396K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.6,003$395K0.16%-2,05113F-HRTimeline
Colonial River Investments, LLC5,998$394K0.22%+15913F-HRTimeline
Financial Life Planners5,977$393K0.38%013F-HRTimeline
Ironwood Financial, llc5,975$393K0.08%+25013F-HRTimeline
SVB WEALTH LLC5,967$392K0.02%+30213F-HRTimeline
Liberty Capital Management, Inc.5,954$392K0.09%new13F-HRTimeline
CPC Advisors, LLC5,942$391K0.05%013F-HRTimeline
Visionary Horizons, LLC5,912$389K0.27%new13F-HRTimeline
Wilson & Boucher Capital Management, LLC5,900$388K0.29%013F-HRTimeline
Callan Capital, LLC5,897$388K0.03%new13F-HRTimeline
GUIDANCE CAPITAL, INC5,774$385K0.12%+2,25013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp5,839$384K<0.01%new13F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.5,820$383K0.02%-1,69013F-HRTimelineGroup
Drucker Wealth 3.0, LLC5,813$382K0.08%-2,17613F-HRTimeline
DAGCO, INC.5,808$382K0.12%new13F-HRTimeline
Carmel Capital Partners, LLC5,682$374K0.15%+2,10013F-HRTimeline
Westside Investment Management, Inc.5,628$370K0.08%-8713F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…5,627$370K0.04%013F-HRTimelineGroup
WEDBUSH SECURITIES INC5,597$368K0.01%+47013F-HRTimeline
TPG Financial Advisors, LLC5,575$367K0.16%013F-HRTimeline
Claris Financial LLC5,234$361K0.24%013F-HRTimeline
D.A. DAVIDSON & CO.5,460$359K<0.01%+36613F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS5,410$356K0.28%-8813F-HRTimeline
PENNINGTON PARTNERS & CO., LLC5,397$355K0.2%new13F-HRTimeline
Clarity Asset Management, Inc.5,373$353K0.23%+4,82013F-HRTimeline
Diligent Investors, LLC5,370$353K0.09%013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC5,357$352K0.33%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,356$352K0.02%+213F-HRTimeline