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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,592 managers (1,613 13F filers) reported a position in SPYM shares at 2026-03-31, 1,117,278,184 shares in all. 110 filers opened a position and 98 filers sold out during the quarter.

Managers
1,592
13F filers
1,613
New
110
Added
825
Reduced
464
Sold out
98
Shares held by filers
1,117,278,184

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Raab & Moskowitz Asset Management LLC25,567$1.96M0.44%-47313F-HRTimeline
RFP Financial Group LLC25,446$1.95M1.06%new13F-HRTimeline
Resurgent Financial Advisors LLC25,375$1.94M0.71%+10,56613F-HRTimeline
A4 Wealth Advisors LLC25,371$1.94M1.61%-12,98813F-HRTimeline
Investment Management Trust, LLC25,370$1.94M1.89%13F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.25,367$1.94M0.69%+28813F-HRTimeline
Root Financial Partners, LLC25,360$1.94M0.09%+1,56313F-HRTimeline
Fulcrum Capital LLC25,338$1.94M0.42%013F-HRTimeline
Schwallier Wealth Management LLC25,308$1.94M1.42%-24213F-HRTimeline
VISTA INVESTMENT MANAGEMENT25,200$1.93M0.65%-18613F-HRTimeline
Medallion Wealth Advisors, LLC24,960$1.91M0.62%-1,86313F-HRTimeline
NORDEN GROUP LLC24,845$1.9M0.18%+1,01613F-HRTimeline
Great Lakes Retirement, Inc.24,576$1.88M0.19%-2,28613F-HRTimeline
Nemes Rush Group LLC24,484$1.87M0.18%+6,19413F-HRTimeline
Treasure Coast Financial Planning24,411$1.87M0.96%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC24,337$1.86M0.06%+8013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC24,275$1.86M<0.01%+10,12913F-HRTimelineGroup
Redwood Financial Network Corp24,180$1.85M1.21%+38113F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC24,112$1.85M0.18%+72713F-HRTimeline
INVESTED ADVISORS24,032$1.84M1.86%+1,83213F-HRTimeline
SIG BROKERAGE, LP24,000$1.84M0.52%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding23,988$1.84M+20,016Timeline
Investor's Fiduciary Advisor Network, L…23,875$1.83M0.56%+3,33013F-HRTimeline
Outlook Wealth Advisors, LLC23,850$1.83M0.44%+7,43213F-HRTimeline
SENTINEL PENSION ADVISORS, LLC23,842$1.82M0.27%-61513F-HRTimeline
SHAKER INVESTMENTS LLC/OH23,762$1.82M0.83%-4,17213F-HRTimeline
MFG WEALTH MANAGEMENT, INC.23,678$1.81M1.5%-59013F-HRTimeline
Fermata Advisors, LLC23,603$1.81M0.41%+78013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC23,541$1.8M0.11%+1,36813F-HRTimeline
Gunpowder Capital Management, LLC dba O…23,473$1.8M1.36%-3,54413F-HRTimeline
Sigma Planning Corp23,465$1.8M0.05%+7613F-HRTimeline
Range Advisory, LLC23,438$1.79M0.33%+5,89313F-HRTimeline
Indivisible Partners23,429$1.79M0.16%+2,44713F-HRTimeline
Ranch Capital Advisors Inc.23,102$1.77M0.65%+87213F-HRTimeline
CGN Advisors LLC23,069$1.77M0.14%-82813F-HRTimeline
HARMONY ASSET MANAGEMENT LLC22,985$1.76M0.54%-1,31013F-HRTimeline
FORONJY FINANCIAL LLC22,965$1.76M0.73%-84413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC21,800$1.74M0.1%+2,11213F-HR/ATimeline
WELLINGTON-ALTUS USA INC.19,602$1.72M1.01%-2,52913F-HRTimeline
Pinion Investment Advisors, LLC22,465$1.72M0.4%-1,86113F-HRTimeline
Acorn Wealth Advisors, LLC22,308$1.71M0.5%+1,63213F-HRTimeline
Town Capital LLC22,303$1.71M1.38%+80913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…22,240$1.7M0.05%-91613F-HR/ATimelineGroup
APS Management Group, Inc.22,199$1.7M1.45%+23513F-HRTimeline
WHITTIER TRUST CO21,811$1.69M0.02%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC21,177$1.62M0.1%+3213F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…21,071$1.61M0.6%+78213F-HRTimelineGroup
Secure Asset Management, LLC21,033$1.61M0.26%-2,70813F-HRTimeline
Landmark Wealth Management, LLC20,835$1.59M0.43%+3,36913F-HRTimeline
WEALTHGARDEN F.S. LLC20,760$1.59M1.08%+6,52513F-HRTimeline
Collier Financial20,684$1.58M1.21%-46313F-HRTimeline
Wealth Group Ltd20,401$1.56M0.36%+1,11913F-HRTimeline
Legacy Edge Advisors, LLC20,329$1.56M0.16%+2,55513F-HRTimeline
Wilkins Miller Wealth Management, LLC20,269$1.55M0.94%+16613F-HRTimeline
Hartford Financial Management Inc.20,106$1.54M0.39%+88313F-HRTimeline
Empirical Asset Management, LLC20,448$1.54M0.41%+10,84413F-HRTimeline
GoalVest Advisory LLC20,093$1.54M0.3%-2413F-HRTimeline
Omnitrust Wealth Management, Inc19,908$1.52M1.97%+47613F-HRTimeline
ZEGA Investments, LLC19,718$1.51M0.29%+10413F-HRTimeline
Richard W. Paul & Associates, LLC19,668$1.51M0.51%-10813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP19,545$1.5M0.03%-30,67513F-HRTimeline
Keystone Wealth Services, LLC19,404$1.49M0.32%new13F-HRTimeline
Stirlingshire Investments, Inc.19,329$1.48M1.3%-34713F-HRTimeline
United Advisor Group, LLC19,231$1.47M0.18%-44313F-HRTimeline
Endurance Services Ltd19,200$1.47M0.25%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT19,135$1.46M0.09%-79,55113F-HRTimeline
SMITH, MOORE & CO.19,132$1.46M0.11%+7913F-HRTimeline
Trivant Custom Portfolio Group, LLC19,063$1.46M0.8%+4,35213F-HRTimeline
Storen Legacy Partners, LLC19,029$1.46M0.46%+2,08213F-HRTimeline
Caliber Wealth Management, LLC / KS18,948$1.45M0.16%+5,15313F-HRTimeline
Fulcrum Equity Management18,789$1.44M1.4%+4,03113F-HRTimeline
BRIGHTON JONES LLC18,755$1.44M0.03%new13F-HR/ATimeline
WATERSHED PRIVATE WEALTH LLC18,624$1.43M0.44%-59613F-HRTimeline
Redhawk Wealth Advisors, Inc.18,482$1.41M0.16%-6713F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.18,376$1.41M0.19%+8,87613F-HRTimeline
Anchor Investment Management, LLC18,295$1.4M0.12%+2613F-HRTimeline
Souders Financial Advisors18,259$1.4M0.16%+7,93113F-HRTimeline
Quest 10 Wealth Builders, Inc.18,235$1.4M1.22%+92813F-HRTimeline
Mendel Money Management18,210$1.39M0.58%+6,04713F-HRTimeline
Orin Green Financial, LLC17,994$1.38M0.56%-36013F-HRTimeline
Peck Wealth Management, LLC17,863$1.37M1.37%-21713F-HRTimeline
Impact Partnership Wealth, LLC17,855$1.37M0.17%+6,73813F-HRTimeline
Corsicana & Co.20,655$1.36M0.86%-9,13013F-HRTimeline
Bensler, LLC17,643$1.35M0.14%-30513F-HRTimeline
Ciovacco Capital Management LLC17,617$1.35M0.79%-58,04213F-HRTimeline
BLUE JEAN FINANCIAL LLC17,588$1.35M1.11%+60913F-HRTimeline
Resonant Capital Advisors, LLC17,515$1.34M0.07%013F-HRTimeline
Kathmere Capital Management, LLC17,401$1.33M0.08%-22513F-HRTimeline
WealthPlan Investment Management, LLC17,357$1.33M0.07%+3,97313F-HRTimeline
FSA Advisors, Inc.17,228$1.32M0.87%+86813F-HRTimeline
Ritter Daniher Financial Advisory LLC /…17,210$1.32M0.22%+14,81313F-HRTimeline
Axiom Financial Strategies, LLC17,087$1.31M0.46%+33813F-HRTimeline
tru Independence LLC17,000$1.3M0.64%+2,24913F-HRTimeline
Advisor Resource Council16,953$1.3M0.51%-5,05813F-HRTimeline
Accurate Wealth Management, LLC16,166$1.29M0.16%+3,36513F-HRTimeline
Hutchens & Kramer Investment Management…16,882$1.29M0.41%+38213F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department16,818$1.29M0.34%-3,94313F-HRTimelineGroup
Alteri Wealth LLC16,797$1.29M0.42%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,728$1.28M0.04%+4,70813F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC16,608$1.27M0.08%+17413F-HRTimeline
Flagship Private Wealth, LLC16,542$1.27M0.51%+4,62313F-HRTimeline
SIMPLEX TRADING, LLC16,469$1.26M0.04%new13F-HRTimeline
W.H. Cornerstone Investments Inc.16,469$1.26M0.79%-10313F-HRTimeline
THOMPSON DAVIS & CO., INC.16,450$1.26M0.84%-1,00013F-HRTimeline
Millennium Capital Advisors, LLC16,313$1.25M0.77%+9613F-HRTimeline
PKS Advisory Services, LLC16,100$1.24M0.29%-72513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …16,154$1.24M0.01%+6,40013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC16,125$1.23M0.26%013F-HRTimeline
Mosaic Advisors LLC14,631$1.23M1.85%new13F-HRTimeline
Alamar Capital Management, LLC16,038$1.23M0.75%-30013F-HRTimeline
Capital Advisors, Ltd. LLC15,934$1.22M0.14%+3,77513F-HRTimeline
Lloyd Advisory Services, LLC.15,889$1.22M0.35%-304,50813F-HRTimeline
Kingdom Financial Group LLC.15,889$1.22M0.35%+1,80513F-HRTimeline
Ayalon Insurance Comp Ltd.15,660$1.2M0.24%013F-HRTimeline
Virtue Capital Management, LLC15,983$1.19M0.18%+1,06113F-HRTimeline
SageView Advisory Group, LLC15,415$1.18M0.04%+11,27113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.15,381$1.18M0.01%-36013F-HRTimeline
Retirement Planning Co of New England, …15,348$1.17M0.48%+1,77813F-HRTimeline
TLWM15,271$1.17M0.21%+62313F-HRTimeline
Quadcap Wealth Management, LLC15,208$1.16M0.13%+6613F-HRTimeline
Caitlin John, LLC15,205$1.16M0.7%-4,35213F-HRTimeline
Serenus Wealth Advisors, LLC15,152$1.16M0.23%013F-HRTimeline
AssuredPartners Investment Advisors, LLC14,952$1.16M0.13%+5,33213F-HRTimeline
Summit Investment Advisory Services, LLC15,120$1.16M0.43%-34413F-HRTimeline
MAI Capital Management15,116$1.16M0.01%-2,71413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC14,376$1.15M0.18%-213F-HRTimeline
Gotham Asset Management, LLC14,937$1.14M<0.01%013F-HRTimeline
WealthCare Investment Partners, LLC14,707$1.14M0.32%-7913F-HRTimeline
SAX WEALTH ADVISORS, LLC14,171$1.14M0.06%-1,41213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC14,786$1.13M0.13%013F-HRTimeline
BlueChip Wealth Advisors LLC14,666$1.12M0.49%+7,44713F-HRTimeline
Onyx Bridge Wealth Group LLC14,605$1.12M0.12%-20513F-HRTimeline
Cornerstone Planning Group LLC13,086$1.11M0.15%+10,42413F-HRTimeline
LOM Asset Management Ltd14,500$1.11M0.32%013F-HRTimeline
Whelan Financial14,484$1.11M0.34%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.14,382$1.1M0.23%-15213F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…14,352$1.1M0.04%+2,24113F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.14,345$1.1M0.73%-38013F-HRTimeline
Beacon Capital Management, LLC14,235$1.09M0.19%new13F-HRTimeline
Strong Retirement Solutions LLC14,086$1.08M0.76%+2,91313F-HRTimeline
Nicholas Wealth, LLC.14,081$1.08M0.74%-31613F-HRTimeline
360 Financial, Inc.14,047$1.08M0.32%-2,82613F-HRTimeline
Professional Financial Advisors, LLC14,042$1.07M0.22%-1,90113F-HRTimeline
Embree Financial Group14,040$1.07M0.13%+14613F-HRTimeline
Orographic Financial Advisors, LLC14,014$1.07M0.76%13F-HRTimeline
Metis Global Partners, LLC13,872$1.06M0.03%-11,74913F-HRTimeline
MBE Wealth Management, LLC13,852$1.06M0.44%+25613F-HRTimeline
Estate Counselors, LLC13,814$1.06M0.09%+60613F-HRTimeline
Sharkey, Howes & Javer13,782$1.05M0.14%+3,68113F-HRTimeline
CARDIFF PARK ADVISORS, LLC13,660$1.05M0.08%+8213F-HRTimeline
Visionary Wealth Advisors13,623$1.04M0.05%new13F-HRTimeline
4WEALTH ADVISORS, INC.13,964$1.04M0.89%-13713F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC13,330$1.02M0.13%013F-HRTimeline
AMJ Financial Wealth Management13,305$1.02M0.24%+21313F-HRTimeline
Asset One Wealth Management LLC12,280$1.02M0.11%+31913F-HRTimeline
SEEDS INVESTOR LLC12,398$1.01M0.14%-2,81613F-HRTimeline
LongView Wealth Management12,345$1.01M0.25%+1,24513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC13,168$1.01M0.13%+34313F-HRTimeline
Exit Wealth Advisors, LLC.13,128$1M0.52%+2,59813F-HRTimeline
Summit Financial Consulting LLC13,074$1M0.72%+7913F-HRTimeline
Verdence Capital Advisors LLC13,067$1M0.06%-6,15313F-HRTimeline
Signature Wealth Management Group13,033$998K0.38%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC13,030$997K0.13%+68213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd12,991$994K0.02%new13F-HRTimelineGroup
Mason Investment Advisory Services, Inc.12,988$994K0.05%013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …12,914$988K0.11%+1,18313F-HRTimelineGroup
Selby Wealth Management, LLC12,890$987K0.39%+8,79813F-HRTimeline
WORLD EQUITY GROUP, INC.12,826$982K0.25%+1,70113F-HRTimeline
Breachway Investments LLC16,339$980K0.94%+5,79213F-HRTimeline
PCA Investment Advisory Services Inc.12,733$975K0.33%+1,11113F-HRTimeline
Community Bank, N.A.12,727$974K0.12%-26513F-HRTimeline
TIAAgroup of 3 filers holding12,722$973K+943Timeline
Allworth Financial LP12,548$960K<0.01%+1,03713F-HRTimeline
LEIGH BALDWIN & CO., LLC12,539$960K0.62%-1,12013F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC12,500$957K0.17%-49613F-HRTimeline
Emerald Advisors, LLC12,229$936K0.12%-33913F-HRTimeline
Stewardship Advisors, LLC12,197$934K0.21%+1,66313F-HRTimeline
Orgel Wealth Management, LLC12,185$933K0.02%+5,21913F-HRTimeline
Confluence Wealth Services, Inc.12,184$933K0.04%-99913F-HRTimeline
Athena Wealth Management, LLC12,181$932K0.76%-25613F-HRTimeline
G&S Capital LLC12,105$926K0.33%+58313F-HRTimeline
Schorn Wealth LLC12,066$924K0.28%+913F-HRTimeline
Five Oceans Advisors11,982$917K0.33%+79713F-HRTimeline
Invst, LLC11,959$915K0.1%+50413F-HRTimeline
Beckerman Institutional, LLC11,958$915K0.49%013F-HRTimeline
McMill Wealth Management9,565$905K0.24%-294,56313F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC11,804$903K0.22%+2813F-HRTimeline
Smith Asset Management Co., LLC11,801$903K0.78%+81813F-HRTimeline
Clearstead Advisors, LLC11,770$901K0.01%-56013F-HRTimeline
Next Level Wealth Planning, LLC11,696$895K0.46%+5913F-HRTimeline
Rockwood Wealth Management, LLC11,688$895K0.06%-19413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC11,650$892K0.1%013F-HRTimeline
Vantage Investment Partners, LLC11,641$891K0.06%013F-HRTimeline
PlanVest Financial, Inc11,554$884K0.67%13F-HRTimeline
TD Waterhouse Canada Inc.11,403$879K<0.01%-89913F-HRTimeline
Pacific Excel Wealth Advisors, Inc.11,458$877K0.92%+1,11613F-HRTimeline
Midwest Financial Network, LLC11,423$874K0.69%+5,23313F-HRTimeline
Transce3nd, LLC11,379$871K7.73%-50513F-HRTimeline
Troutman Wealth Management, LLC11,326$867K0.72%-49013F-HRTimeline
Carmel Capital Partners, LLC11,320$866K0.31%+4,96213F-HRTimeline