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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,358 managers (1,374 13F filers) reported a position in SPYM shares at 2025-06-30, 705,776,527 shares in all. 123 filers opened a position and 53 filers sold out during the quarter.

Managers
1,358
13F filers
1,374
New
123
Added
622
Reduced
451
Sold out
53
Shares held by filers
705,776,527

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Wells Financial Advisors INC14,425$1.05M1.44%-58013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.14,257$1.04M1.28%13F-HRTimeline
Nikulski Financial, Inc.14,197$1.03M0.28%-21013F-HRTimeline
TLWM14,183$1.03M0.2%-9013F-HRTimeline
Nemes Rush Group LLC13,954$1.01M0.11%+7,81313F-HRTimeline
Avior Wealth Management, LLC13,918$1.01M0.03%-47413F-HRTimeline
Embree Financial Group13,835$1.01M0.15%+5813F-HRTimeline
Community Bank, N.A.13,694$995K0.13%+6513F-HRTimeline
Sebold Capital Management, Inc.13,683$995K0.61%-2,76913F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC15,076$991K0.19%-70013F-HRTimeline
MBE Wealth Management, LLC13,633$991K0.43%-1,04213F-HRTimeline
Brio Consultants, LLC13,574$987K0.14%+3,52513F-HRTimeline
Verdence Capital Advisors LLC13,549$985K0.07%-1,55813F-HRTimeline
Millennium Capital Advisors, LLC13,531$984K0.66%+3913F-HRTimeline
CARDIFF PARK ADVISORS, LLC13,502$981K0.08%+3813F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC13,383$973K<0.01%+44913F-HRTimelineGroup
Stonebridge Financial Group, LLC13,228$962K0.09%+51513F-HRTimeline
Ethos Financial Group, LLC13,194$959K0.08%new13F-HRTimeline
Trivant Custom Portfolio Group, LLC13,141$955K0.52%+2,39013F-HRTimeline
Fulcrum Equity Management13,111$953K0.98%-8,65913F-HRTimeline
Confluence Wealth Services, Inc.13,106$953K0.05%+813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC13,105$953K0.34%-10113F-HRTimeline
Mason Investment Advisory Services, Inc.13,056$949K0.05%013F-HRTimeline
True Vision MN LLC13,017$946K0.52%-2,32513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\12,936$940K<0.01%+45813F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC12,792$930K0.23%-1,84413F-HRTimeline
AMJ Financial Wealth Management12,767$928K0.23%new13F-HRTimeline
Caliber Wealth Management, LLC / KS12,753$927K0.1%-7,90313F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…12,699$923K0.59%013F-HRTimeline
FreeGulliver LLC12,686$922K0.42%-99813F-HRTimeline
ROMAN BUTLER FULLERTON & CO12,267$919K0.27%+52413F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC12,591$915K0.16%new13F-HRTimeline
tru Independence LLC12,502$909K0.26%+2,66413F-HRTimeline
Schorn Wealth LLC12,442$904K0.3%-12213F-HRTimeline
Platform Technology Partners12,437$904K0.24%+31313F-HRTimeline
Clearstead Advisors, LLC12,425$903K0.01%+45113F-HRTimeline
Copley Financial Group, Inc.12,394$901K0.67%-73713F-HRTimeline
Rockwood Wealth Management, LLC12,386$900K0.08%+2,28913F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding12,374$899K-12,687Timeline
Resurgent Financial Advisors LLC12,364$899K0.49%-10,77313F-HRTimeline
Investments & Financial Planning, LLC12,295$894K0.51%-4513F-HRTimeline
Wellment Financial12,290$893K1.15%-1,06313F-HRTimeline
Capital Advisors, Ltd. LLC12,263$891K0.11%+10713F-HRTimeline
Stewardship Advisors, LLC12,222$888K0.22%-1,82513F-HRTimeline
L.M. KOHN & COMPANY12,037$875K0.24%+65713F-HRTimeline
Destiny Capital Corp/CO12,025$874K0.53%+31013F-HRTimeline
Five Oceans Advisors11,920$866K0.37%+1,31813F-HRTimeline
Summit Financial Consulting LLC11,917$866K0.78%-4,30213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.11,914$866K0.02%+613F-HRTimelineGroup
Invst, LLC11,904$865K0.11%-31413F-HRTimeline
PCA Investment Advisory Services Inc.11,883$864K0.36%+81413F-HRTimeline
Fisher Asset Management, LLC11,875$863K<0.01%-5,57613F-HRTimeline
Consolidated Portfolio Review Corp11,846$861K0.12%+1,50713F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC11,794$857K<0.01%new13F-HR/ATimelineGroup
Next Level Wealth Planning, LLC11,758$855K0.55%013F-HRTimeline
Beckerman Institutional, LLC11,751$854K0.57%013F-HRTimeline
Advisor Resource Council11,712$851K0.42%-175,84513F-HRTimeline
Empirical Asset Management, LLC12,042$850K0.26%-6,79913F-HRTimeline
WEALTHGARDEN F.S. LLC11,408$848K0.7%-5,71313F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC11,637$846K0.1%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.11,633$846K0.01%+6,17313F-HRTimeline
Deane Retirement Strategies, Inc.11,629$845K0.38%-7413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC11,591$843K0.13%+97413F-HRTimeline
Crew Capital Management, Ltd11,499$836K0.6%-77913F-HRTimeline
THOMPSON DAVIS & CO., INC.11,450$832K0.57%+2,00013F-HR/ATimeline
Vermillion & White Wealth Management Gr…11,420$830K0.54%+5,23113F-HRTimeline
Emerald Advisors, LLC11,346$825K0.11%-67813F-HRTimeline
William Mack & Associates, Inc.11,280$820K0.52%+3,08213F-HRTimeline
Accurate Wealth Management, LLC11,156$819K0.13%+53213F-HRTimeline
WOLVERINE TRADING, LLC11,231$812K0.02%+1,48513F-HRTimeline
GK Wealth Management LLC11,039$802K0.8%+1,42613F-HRTimeline
Qube Research & Technologies Ltd11,038$802K<0.01%-22,84613F-HRTimeline
LongView Wealth Management10,988$799K0.24%+1,44613F-HRTimeline
Leverty Financial Group, LLC10,986$799K0.24%-59,71413F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.10,980$798K1.07%+1913F-HRTimeline
Summit Global Investmentsin group Summit Global Investments10,954$796K0.05%+1,08613F-HRTimelineGroup
Berger Financial Group, Inc10,846$788K0.05%+41513F-HRTimeline
KPP Advisory Services LLC10,794$785K0.13%+513F-HR/ATimeline
Hemenway Trust Co LLC10,787$784K0.06%-4513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,781$784K0.01%-9313F-HRTimelineGroup
BRIGHTON JONES LLC10,723$779K0.02%-32213F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC10,654$774K0.67%+38113F-HRTimeline
Flagship Private Wealth, LLC10,605$771K0.33%+2413F-HR/ATimeline
HBW ADVISORY SERVICES LLC10,596$770K0.09%-1,23513F-HRTimeline
Onyx Bridge Wealth Group LLC10,589$770K0.1%+2,51213F-HRTimeline
American Financial Advisors, LLC10,545$767K0.11%+2013F-HRTimeline
Gotham Asset Management, LLC10,542$766K<0.01%013F-HRTimeline
Reliant Investment Partners, LLC10,494$763K0.67%013F-HRTimeline
American Money Management, LLC10,480$762K0.13%-22313F-HRTimeline
STEVENS CAPITAL PARTNERS10,201$759K0.27%-2,38813F-HRTimeline
Altrius Capital Management Inc10,411$757K0.18%+8113F-HRTimeline
Chemistry Wealth Management LLC10,370$754K0.16%+1,36613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp10,257$746K0.02%+1,30213F-HRTimelineGroup
CORRADO ADVISORS, LLC10,251$745K0.46%-20413F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC10,195$741K0.14%013F-HRTimelineGroup
Cutler Capital Management, LLC10,150$738K0.26%new13F-HRTimeline
WORLD EQUITY GROUP, INC.9,972$725K0.2%+3,26613F-HRTimeline
PKS Advisory Services, LLC9,938$722K0.18%-60313F-HRTimeline
Coordinated Financial Services, Inc.9,937$722K0.5%13F-HRTimeline
PEAK FINANCIAL ADVISORS LLC9,911$720K0.37%-1,73313F-HRTimeline
Magnus Financial Group LLC9,769$710K0.06%-6,02513F-HRTimeline
REGIMEN WEALTH, LLC9,710$706K0.22%+49513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.9,710$706K0.01%-11713F-HRTimeline
Trilogy Capital Inc.9,673$703K0.03%-57113F-HRTimeline
Key Financial Inc9,614$699K0.14%+67313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC9,598$698K0.01%+97613F-HRTimeline
Optimist Retirement Group LLC9,538$693K0.33%+2713F-HRTimeline
Hughes Financial Services, LLC9,270$690K0.12%-15,28113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,478$689K0.02%-39,75213F-HRTimelineGroup
Laurel Wealth Advisors LLC9,462$688K0.1%013F-HR/ATimeline
Precision Wealth Strategies, LLC9,387$682K0.22%-10913F-HRTimeline
Global X Japan Co., Ltd.9,265$673K0.07%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC9,261$673K0.07%-20313F-HRTimelineGroup
Capital Planning Advisors, LLC9,247$672K0.1%-36613F-HRTimeline
Defender Capital, LLC.9,200$669K0.23%-3,20013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.9,177$667K0.03%+3,35713F-HRTimelineGroup
Outlook Wealth Advisors, LLC9,144$665K0.17%+1,59413F-HRTimeline
Kingdom Financial Group LLC.9,101$662K0.58%-4,46113F-HRTimeline
Fiduciary Alliance LLC9,079$660K0.05%new13F-HRTimeline
SYNOVUS FINANCIAL CORP9,046$658K0.01%+83213F-HRTimeline
IEQ CAPITAL, LLC9,014$655K<0.01%+4,77513F-HRTimeline
Mission Creek Capital Partners, Inc.9,009$655K0.15%013F-HRTimeline
Hartford Financial Management Inc.8,911$648K0.18%013F-HRTimeline
OPTIMA CAPITAL LLC8,788$639K0.34%-3,62513F-HRTimeline
4WEALTH ADVISORS, INC.8,754$636K0.66%+1,40413F-HRTimeline
Oregon Pacific Wealth Management, LLC8,733$635K0.6%-1,24213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.8,708$633K<0.01%+2,16313F-HRTimelineGroup
Cranbrook Wealth Management, LLC8,696$632K0.13%013F-HRTimeline
Capital Investment Advisors, LLC8,683$631K0.01%-3,20013F-HR/ATimeline
Abundance Wealth Counselors8,550$621K0.12%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC8,500$618K0.02%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC8,449$614K0.06%-143,62713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,434$613K<0.01%-2,39013F-HRTimelineGroup
Allworth Financial LP8,430$613K<0.01%+1,63913F-HRTimeline
B. Riley Wealth Advisors, Inc.8,406$611K0.03%-48,20013F-HRTimeline
Sovereign Financial Group, Inc.8,279$602K0.12%-15713F-HRTimeline
Stokes Family Office, LLC8,245$599K0.06%new13F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD8,226$598K0.44%013F-HRTimeline
Chris Bulman Inc8,185$595K0.34%-2,74713F-HRTimeline
High Note Wealth, LLC8,181$595K0.14%+16313F-HRTimeline
MGB Wealth Management, LLC8,065$586K0.19%+17813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,059$586K<0.01%-31913F-HRTimelineGroup
Evernest Financial Advisors, LLC8,044$585K0.19%+21013F-HRTimeline
LOM Asset Management Ltd8,000$582K0.2%13F-HR/ATimeline
Global Strategic Investment Solutions, …8,000$582K0.06%013F-HRTimeline
Mach-1 Financial Group, LLC7,994$581K0.17%+85913F-HRTimeline
Acropolis Investment Management, LLC7,979$580K0.03%+113F-HRTimeline
Northwest Capital Management Inc7,849$571K0.31%-80613F-HRTimeline
Raleigh Capital Management Inc.7,822$569K0.24%+20613F-HRTimeline
Jacobi Capital Management LLC7,761$564K0.04%-140,92213F-HRTimeline
Asset Dedication, LLC7,734$562K0.04%-6113F-HRTimeline
Vigilare Wealth Management7,719$561K0.21%-320,42113F-HRTimeline
Presper Financial Architects, LLC7,707$560K0.42%13F-HRTimeline
Plante Moran Financial Advisors, LLC7,662$557K0.04%-75913F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC7,570$550K0.34%+1,17013F-HRTimeline
BAILARD, INC.7,569$550K0.01%+1,54913F-HRTimeline
MJP ASSOCIATES INC /ADV7,563$550K0.08%-12113F-HRTimeline
Talisman Wealth Advisors LLC7,545$548K0.5%+1013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,492$545K<0.01%-612,65413F-HR/ATimelineGroup
Opulen Financial Group LLC7,477$543K0.45%+2213F-HRTimeline
Colonial River Investments, LLC7,290$537K0.23%+1,29213F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA7,282$529K<0.01%-54313F-HRTimelineGroup
Prospera Financial Services Inc7,265$528K0.01%+77113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,253$527K0.1%+21713F-HRTimeline
Pure Financial Advisors, LLC7,207$524K0.01%+2313F-HRTimeline
Portland Financial Advisors Inc7,201$523K1.26%+51013F-HRTimeline
Trivium Point Advisory, LLC7,193$523K0.06%-1,46113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,187$522K0.01%+32013F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC7,143$519K0.01%013F-HRTimeline
PFG Private Wealth Management, LLC7,042$512K0.26%+9813F-HRTimeline
Impact Partnership Wealth, LLC7,039$512K0.09%+3,71013F-HRTimeline
SageView Advisory Group, LLC6,801$510K0.02%-19613F-HRTimeline
Curbstone Financial Management Corp7,000$509K0.1%013F-HRTimeline
Magnolia Private Wealth, LLC6,984$508K0.39%-69613F-HRTimeline
NCM Capital Management, LLC6,651$503K0.21%new13F-HRTimeline
RIVERSEDGE ADVISORS, LLC6,915$503K0.1%013F-HRTimeline
Lion Street Advisors, LLC6,871$499K0.15%-46913F-HRTimeline
Drucker Wealth 3.0, LLC6,774$497K0.1%+96113F-HRTimeline
Accredited Investors Inc.6,830$496K0.03%-8913F-HRTimeline
Wayfinding Financial, LLC6,645$493K0.22%new13F-HRTimeline
Advisors Capital Management, LLC6,781$493K0.01%-6713F-HRTimeline
PAX Financial Group, LLC6,725$489K0.09%+15213F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC6,572$478K0.33%+3,28613F-HRTimeline
Blue Oak Capital, LLC6,537$475K0.25%-86213F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC6,529$475K0.16%-28513F-HRTimeline
Smith Asset Management Co., LLC6,480$471K0.41%+1,26613F-HRTimeline
Relyea Zuckerberg Hanson LLC6,479$471K0.06%+1913F-HRTimeline
Summit Financial Strategies, Inc.6,470$470K0.04%+2613F-HRTimeline
Provident Wealth Management, LLC6,465$470K0.15%+1,46313F-HRTimeline
CIBC WORLD MARKET INC.6,408$466K<0.01%-99413F-HRTimeline
WEDBUSH SECURITIES INC6,401$465K0.02%+80413F-HRTimeline
COUNTRY CLUB BANK6,412$464K0.03%new13F-HRTimeline
MY Wealth Management Inc.6,301$458K0.44%-34713F-HRTimeline
FLC Capital Advisors6,266$455K0.09%013F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC6,242$454K0.74%new13F-HRTimeline
Northstar Group, Inc.6,175$449K0.07%013F-HRTimeline
Integrated Advisors Network LLC6,152$447K0.02%-15813F-HRTimeline
Destiny Wealth Partners, LLC6,134$446K0.06%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,122$445K0.02%new13F-HRTimelineGroup
Northstar Advisory Group, LLC6,087$442K0.22%new13F-HRTimeline