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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,410 managers (1,428 13F filers) reported a position in SPYM shares at 2025-09-30, 793,704,576 shares in all. 119 filers opened a position and 51 filers sold out during the quarter.

Managers
1,410
13F filers
1,428
New
119
Added
689
Reduced
443
Sold out
51
Shares held by filers
793,704,576

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
INVESTED ADVISORS18,186$1.26M1.84%13F-HRTimeline
Bluesphere Advisors LLC16,079$1.26M0.58%-1,25713F-HRTimeline
Private Advisory Group LLC16,068$1.26M0.11%+10,71413F-HRTimeline
Redhawk Wealth Advisors, Inc.15,996$1.25M0.15%-3913F-HRTimeline
Summit Investment Advisory Services, LLC15,860$1.24M0.49%+1,11913F-HR/ATimeline
QRG CAPITAL MANAGEMENT, INC.15,817$1.24M0.02%+6,10713F-HRTimeline
Cherry Tree Wealth Management, LLC15,668$1.23M0.27%013F-HRTimeline
Ayalon Insurance Comp Ltd.15,660$1.23M0.31%new13F-HRTimeline
tru Independence LLC15,625$1.22M0.32%+3,12313F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.15,530$1.22M0.28%-9,95013F-HRTimeline
Fortis Capital Advisors, LLC15,342$1.2M0.19%new13F-HRTimeline
Onyx Bridge Wealth Group LLC15,268$1.2M0.13%+4,67913F-HRTimeline
Quadcap Wealth Management, LLC15,235$1.19M0.14%-1,00713F-HRTimeline
WealthCare Investment Partners, LLC15,125$1.19M0.39%+36013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15,084$1.18M0.04%+5,60613F-HRTimelineGroup
Fulcrum Equity Management15,022$1.18M1.19%+1,91113F-HRTimeline
Keystone Wealth Services, LLC15,000$1.18M0.26%013F-HRTimeline
ZEGA Investments, LLC14,977$1.17M0.27%+29713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC14,820$1.17M0.19%-46213F-HRTimeline
Serenus Wealth Advisors, LLC14,881$1.17M0.2%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC14,786$1.16M0.13%-213F-HRTimeline
Fingerlakes Wealth Management, Inc.14,738$1.15M0.75%-1,13013F-HRTimeline
Caliber Wealth Management, LLC / KS14,735$1.15M0.13%+1,98213F-HRTimeline
THOMPSON DAVIS & CO., INC.14,700$1.15M0.71%+3,25013F-HRTimeline
Retirement Planning Co of New England, …14,668$1.15M0.46%+16713F-HRTimeline
Whelan Financial14,484$1.13M0.36%new13F-HRTimeline
LEIGH BALDWIN & CO., LLC14,483$1.13M0.64%-1,31413F-HR/ATimeline
HENGEHOLD CAPITAL MANAGEMENT LLC14,425$1.13M0.1%new13F-HRTimeline
Trivant Custom Portfolio Group, LLC14,200$1.11M0.57%+1,05913F-HRTimeline
Nikulski Financial, Inc.14,175$1.11M0.28%-2213F-HRTimeline
Legacy Capital Wealth Partners, LLC14,160$1.11M0.24%-4,26513F-HRTimeline
TLWM14,159$1.11M0.2%-2413F-HRTimeline
WealthPlan Investment Management, LLC13,937$1.09M0.07%-131,99713F-HRTimeline
Embree Financial Group13,864$1.09M0.15%+2913F-HRTimeline
4WEALTH ADVISORS, INC.13,861$1.09M1%+5,10713F-HRTimeline
Summit Financial Consulting LLC13,855$1.09M0.87%+1,93813F-HRTimeline
Laurel Wealth Planning LLC13,694$1.07M0.57%-4,47513F-HRTimeline
Resurgent Financial Advisors LLC13,503$1.06M0.52%+1,13913F-HRTimeline
WEALTHGARDEN F.S. LLC13,268$1.05M0.75%+1,86013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC13,330$1.04M0.14%new13F-HRTimeline
MBE Wealth Management, LLC13,295$1.04M0.45%-33813F-HRTimeline
Community Bank, N.A.13,214$1.04M0.13%-48013F-HRTimeline
Confluence Wealth Services, Inc.13,090$1.03M0.05%-1613F-HRTimeline
Wells Financial Advisors INC13,015$1.02M1.36%-1,41013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\13,002$1.02M<0.01%+6613F-HRTimelineGroup
Mason Investment Advisory Services, Inc.12,988$1.02M0.05%-6813F-HRTimeline
Clearstead Advisors, LLC12,951$1.01M0.01%+52613F-HRTimeline
Accurate Wealth Management, LLC12,971$1.01M0.13%+1,81513F-HRTimeline
True Vision MN LLC12,731$997K0.52%-28613F-HRTimeline
Transce3nd, LLC16,605$996K8.9%-87,51713F-HRTimeline
Consolidated Portfolio Review Corp12,642$992K0.12%+79613F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC12,665$992K0.22%-44013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA12,616$988K<0.01%+5,33413F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC12,607$988K0.22%-18513F-HRTimeline
FreeGulliver LLC12,525$981K0.44%-16113F-HRTimeline
AMJ Financial Wealth Management12,505$980K0.24%-26213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC12,486$978K0.14%+89513F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…12,444$975K0.57%-25513F-HRTimeline
Rockwood Wealth Management, LLC12,389$971K0.08%+313F-HRTimeline
Chemistry Wealth Management LLC12,369$969K0.19%+1,99913F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC12,331$966K0.17%-26013F-HRTimeline
HRT FINANCIAL LP12,281$962K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC12,156$952K0.11%-10713F-HRTimeline
Avior Wealth Management, LLC12,066$945K0.03%-1,85213F-HRTimeline
Schorn Wealth LLC12,047$944K0.29%-39513F-HRTimeline
PCA Investment Advisory Services Inc.11,859$929K0.34%-2413F-HRTimeline
Beckerman Institutional, LLC11,850$928K0.55%+9913F-HRTimeline
Deane Retirement Strategies, Inc.11,793$924K0.4%+16413F-HRTimeline
WORLD EQUITY GROUP, INC.11,760$921K0.21%+1,78813F-HRTimeline
Next Level Wealth Planning, LLC11,758$921K0.52%013F-HRTimeline
Emerald Advisors, LLC11,733$919K0.12%+38713F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC11,724$918K0.03%new13F-HRTimeline
Empirical Asset Management, LLC12,051$917K0.25%+913F-HRTimeline
SEEDS INVESTOR LLC11,700$917K0.19%new13F-HRTimeline
Vantage Investment Partners, LLC11,641$912K0.06%-16,26613F-HRTimeline
Destiny Capital Corp/CO11,599$909K0.5%-42613F-HRTimeline
Invst, LLC11,536$904K0.1%-36813F-HRTimeline
Copley Financial Group, Inc.11,480$899K0.62%-91413F-HRTimeline
Investments & Financial Planning, LLC11,470$899K0.49%-82513F-HRTimeline
Wealthfront Advisers LLC11,420$895K<0.01%+8,25313F-HRTimeline
William Mack & Associates, Inc.11,370$891K0.48%+9013F-HRTimeline
GK Wealth Management LLC11,341$888K0.66%+30213F-HRTimeline
D.A. DAVIDSON & CO.11,328$887K0.01%-30513F-HRTimeline
MGB Wealth Management, LLC11,258$882K0.25%+3,19313F-HRTimeline
Five Oceans Advisors11,245$881K0.32%-67513F-HRTimeline
Fiduciary Alliance LLC11,054$866K0.06%+1,97513F-HRTimeline
KPP Advisory Services LLC11,011$863K0.13%+21713F-HRTimeline
ROMAN BUTLER FULLERTON & CO10,643$861K0.23%-1,62413F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.10,981$860K1.08%+113F-HRTimeline
Berger Financial Group, Inc10,874$852K0.05%+2813F-HRTimeline
Crew Capital Management, Ltd10,810$847K0.57%-68913F-HRTimeline
G&S Capital LLC10,798$846K0.31%new13F-HRTimeline
Hemenway Trust Co LLC10,787$845K0.06%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,739$841K<0.01%-495,36513F-HRTimelineGroup
Vermillion & White Wealth Management Gr…10,739$841K0.48%-68113F-HRTimeline
Stokes Family Office, LLC10,660$835K0.08%+2,41513F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC10,619$835K0.66%-3513F-HRTimeline
SFG Wealth Management, LLC.10,645$834K0.36%new13F-HRTimeline
Reliant Investment Partners, LLC10,494$826K0.65%013F-HRTimeline
Gotham Asset Management, LLC10,542$826K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…10,497$822K0.67%-4,36413F-HRTimeline
Exit Wealth Advisors, LLC.10,468$820K0.55%13F-HRTimeline
SIMON QUICK ADVISORS, LLC10,335$810K0.04%new13F-HRTimeline
HBW ADVISORY SERVICES LLC10,276$805K0.09%-32013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp10,257$804K0.02%013F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC10,195$799K0.14%013F-HRTimelineGroup
STEVENS CAPITAL PARTNERS10,188$798K0.24%-1313F-HRTimeline
Impact Partnership Wealth, LLC10,167$796K0.12%+3,12813F-HRTimeline
Summit Global Investmentsin group Summit Global Investments10,151$795K0.05%-80313F-HRTimelineGroup
American Money Management, LLC10,147$795K0.13%-33313F-HRTimeline
CORRADO ADVISORS, LLC10,122$793K0.43%-12913F-HRTimeline
Trilogy Capital Inc.10,097$791K0.04%+42413F-HRTimeline
Evernest Financial Advisors, LLC10,001$783K0.22%+1,95713F-HRTimeline
Coordinated Financial Services, Inc.9,960$780K0.5%+2313F-HRTimeline
TD Waterhouse Canada Inc.9,901$780K0.01%+9,28413F-HRTimeline
Chris Bulman Inc9,946$779K0.39%+1,76113F-HRTimeline
Wellment Financial9,936$778K0.92%-2,35413F-HRTimeline
LongView Wealth Management9,915$777K0.21%-1,07313F-HRTimeline
SteelPeak Wealth, LLC9,892$775K0.03%+6,71413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC9,883$774K0.01%+28513F-HRTimeline
Hughes Financial Services, LLC9,649$773K0.12%+37913F-HRTimeline
Magnus Financial Group LLC9,750$764K0.06%-1913F-HRTimeline
Key Financial Inc9,668$760K0.14%+5413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,658$757K0.01%-1,12313F-HRTimelineGroup
Harbor Group, Inc.9,649$756K0.12%new13F-HRTimeline
Riggs Asset Managment Co. Inc.9,622$754K0.16%+7,81313F-HRTimeline
Stewardship Advisors, LLC9,617$753K0.18%-2,60513F-HRTimeline
SYNOVUS FINANCIAL CORP9,592$751K0.01%+54613F-HRTimeline
Global X Japan Co., Ltd.9,560$749K0.06%+29513F-HRTimeline
Optimist Retirement Group LLC9,553$747K0.34%+1513F-HRTimeline
Cranbrook Wealth Management, LLC9,501$744K0.15%+80513F-HRTimeline
Smith Asset Management Co., LLC9,371$742K0.63%+2,89113F-HRTimeline
Leverty Financial Group, LLC9,469$742K0.19%-1,51713F-HRTimeline
Summit Financial Strategies, Inc.9,453$741K0.06%+2,98313F-HRTimeline
Laurel Wealth Advisors LLC9,380$735K0.1%-8213F-HRTimeline
REGIMEN WEALTH, LLC9,365$733K0.22%-34513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC9,286$727K0.07%+2513F-HRTimelineGroup
Allworth Financial LP9,250$725K<0.01%+82013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.9,068$710K0.02%-2,84613F-HRTimelineGroup
Mission Creek Capital Partners, Inc.9,009$706K0.14%013F-HRTimeline
Capital Planning Advisors, LLC8,983$704K0.1%-26413F-HRTimeline
Outlook Wealth Advisors, LLC8,965$702K0.17%-17913F-HRTimeline
High Note Wealth, LLC8,894$697K0.14%+71313F-HRTimeline
Capital Investment Advisors, LLC8,861$694K0.01%+17813F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…8,778$688K0.03%+4,03613F-HRTimelineGroup
OPTIMA CAPITAL LLC8,615$675K0.33%-17313F-HRTimeline
Sovereign Financial Group, Inc.8,286$649K0.12%+713F-HRTimeline
Beta Wealth Group, Inc.8,235$645K0.25%-22,20313F-HRTimeline
Global Trust Asset Management, LLC8,202$643K0.29%+4,94013F-HRTimeline
Fisher Asset Management, LLC8,094$634K<0.01%-3,78113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,059$631K<0.01%013F-HRTimelineGroup
UPTICK PARTNERS, LLC8,023$629K0.17%+1,97713F-HRTimeline
LOM Asset Management Ltd8,000$627K0.19%013F-HRTimeline
Global Strategic Investment Solutions, …8,000$627K0.06%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.7,999$627K0.03%-1,17813F-HRTimelineGroup
Kingdom Financial Group LLC.7,979$625K0.38%-1,12213F-HRTimeline
Wedmont Private Capital7,938$625K0.02%+4,53413F-HRTimeline
JPL Wealth Management, LLC7,971$624K0.15%new13F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC7,928$621K0.36%+35813F-HRTimeline
Precision Wealth Strategies, LLC7,912$620K0.2%-1,47513F-HRTimeline
Plante Moran Financial Advisors, LLC7,905$619K0.04%+24313F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC7,888$618K0.08%new13F-HRTimeline
Strategic Investment Advisors / MI111,310$616K0.07%+105,84313F-HR/ATimeline
BOOTHBAY FUND MANAGEMENT, LLC7,800$611K0.02%-70013F-HRTimeline
Abundance Wealth Counselors7,752$607K0.1%-79813F-HRTimeline
Altrius Capital Management Inc7,729$605K0.14%-2,68213F-HRTimeline
Presper Financial Architects, LLC7,707$604K0.35%013F-HRTimeline
Plan A Wealth LLC7,580$594K0.3%-9,99613F-HRTimeline
MJP ASSOCIATES INC /ADV7,548$591K0.08%-1513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,534$590K<0.01%-90013F-HRTimelineGroup
Opulen Financial Group LLC7,499$588K0.45%+2213F-HRTimeline
Lavaca Capital LLC7,491$587K0.11%+2,14613F-HRTimeline
Talisman Wealth Advisors LLC7,476$586K0.49%-6913F-HRTimeline
Asset Dedication, LLC7,475$586K0.04%-25913F-HRTimeline
Jacobi Capital Management LLC7,446$583K0.04%-31513F-HRTimeline
Acropolis Investment Management, LLC7,979$580K0.03%013F-HRTimeline
Raleigh Capital Management Inc.7,401$580K0.22%-42113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,387$579K0.01%new13F-HRTimelineGroup
Clarity Asset Management, Inc.7,370$577K0.32%+1,86813F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC7,361$577K0.18%+83213F-HRTimeline
Virtue Capital Management, LLC13,061$575K0.09%new13F-HR/ATimeline
RIVERSEDGE ADVISORS, LLC7,317$573K0.1%+40213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,216$565K0.01%+2913F-HRTimelineGroup
SageView Advisory Group, LLC7,200$564K0.02%+39913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC7,184$563K0.01%+4113F-HRTimeline
WEDBUSH SECURITIES INC7,131$559K0.02%+73013F-HRTimeline
Colonial River Investments, LLC7,133$559K0.21%-15713F-HRTimeline
THREADGILL FINANCIAL, LLC7,044$552K0.27%-11,16613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,036$551K0.09%-21713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,018$550K0.02%+89613F-HRTimelineGroup
Curbstone Financial Management Corp7,000$548K0.11%013F-HRTimeline
Portland Financial Advisors Inc6,971$546K1.16%-23013F-HRTimeline
Pure Financial Advisors, LLC6,946$544K0.01%-26113F-HRTimeline
Three Seasons Wealth, LLC6,882$539K0.05%new13F-HRTimeline
Trivium Point Advisory, LLC6,872$538K0.05%-32113F-HRTimeline
Accredited Investors Inc.6,830$535K0.03%013F-HRTimeline
Provident Wealth Management, LLC6,753$529K0.16%+28813F-HRTimeline
BAILARD, INC.6,653$521K0.01%-91613F-HRTimeline
Drucker Wealth 3.0, LLC6,636$520K0.09%-13813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,621$519K<0.01%+78213F-HRTimelineGroup