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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,708 managers (1,732 13F filers) reported a position in SPYM shares at 2026-06-30, 1,317,701,100 shares in all. 176 filers opened a position and 52 filers sold out during the quarter.

Managers
1,708
13F filers
1,732
New
176
Added
891
Reduced
462
Sold out
52
Shares held by filers
1,317,701,100

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MBE Wealth Management, LLC14,463$1.27M0.45%+61113F-HRTimeline
WealthCare Investment Partners, LLC14,462$1.27M0.31%-24513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…14,398$1.27M<0.01%+6,35713F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC14,398$1.27M0.02%+11,11813F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.14,373$1.26M0.68%+2813F-HRTimeline
Professional Financial Advisors, LLC14,370$1.26M0.22%+32813F-HRTimeline
Brooklyn FI, LLC14,285$1.26M0.23%+3,89413F-HRTimeline
Orographic Financial Advisors, LLC13,815$1.26M0.83%-19913F-HRTimeline
Accurate Wealth Management, LLC14,016$1.24M0.12%-2,15013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.14,063$1.24M0.23%-31913F-HRTimeline
Embree Financial Group14,010$1.23M0.12%-3013F-HRTimeline
REGIMEN WEALTH, LLC13,929$1.22M0.33%+4,45813F-HRTimeline
Visionary Wealth Advisors13,872$1.22M0.05%+24913F-HRTimeline
4WEALTH ADVISORS, INC.13,945$1.22M0.93%-1913F-HRTimeline
Estate Counselors, LLC13,666$1.2M0.1%-14813F-HRTimeline
Strategic Investment Advisors / MI13,652$1.2M0.07%+3,53513F-HRTimeline
Matrix Trust Co13,571$1.19M0.17%new13F-HRTimeline
G&S Capital LLC13,493$1.19M0.34%+1,38813F-HRTimeline
Cornerstone Planning Group LLC13,453$1.18M0.15%+36713F-HRTimeline
Weaver Consulting Group13,440$1.18M0.24%new13F-HRTimeline
Rockwood Wealth Management, LLC13,376$1.18M0.07%+1,68813F-HRTimeline
Serenus Wealth Advisors, LLC13,355$1.17M0.2%-1,79713F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC13,330$1.17M0.14%013F-HRTimeline
Smith Asset Management Co., LLC13,001$1.14M0.9%+1,20013F-HRTimeline
Mason Investment Advisory Services, Inc.12,988$1.14M0.04%013F-HRTimeline
PCA Investment Advisory Services Inc.12,970$1.14M0.32%+23713F-HRTimeline
Whelan Financial12,918$1.14M0.31%-1,56613F-HRTimeline
A4 Wealth Advisors LLC12,847$1.13M0.76%-12,52413F-HRTimeline
Stokes Family Office, LLC12,712$1.12M0.13%+2,15713F-HRTimeline
Community Bank, N.A.12,670$1.11M0.12%-5713F-HRTimeline
Invst, LLC12,592$1.11M0.11%+63313F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC12,546$1.1M0.18%+4613F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC12,544$1.1M0.24%+74013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC12,537$1.1M0.12%-49313F-HRTimeline
360 Financial, Inc.12,347$1.09M0.28%-1,70013F-HRTimeline
LEIGH BALDWIN & CO., LLC12,329$1.08M0.58%-21013F-HRTimeline
Montgomery Financial Services LLC12,313$1.08M0.94%13F-HRTimeline
Athena Wealth Management, LLC12,237$1.08M0.8%+5613F-HRTimeline
Confluence Wealth Services, Inc.12,159$1.07M0.03%-2513F-HRTimeline
SAX WEALTH ADVISORS, LLC13,956$1.07M0.04%-21513F-HRTimeline
FFG Partners, LLC12,151$1.07M0.31%new13F-HRTimeline
Capital Investment Advisors, LLC12,129$1.07M0.01%+1,51113F-HRTimeline
Asset One Wealth Management LLC11,969$1.06M0.11%-31113F-HRTimeline
Schorn Wealth LLC12,075$1.06M0.28%+913F-HRTimeline
TD Waterhouse Canada Inc.12,075$1.06M<0.01%+67213F-HRTimeline
Five Oceans Advisors12,052$1.06M0.34%+7013F-HRTimeline
Beckerman Institutional, LLC11,958$1.05M0.5%013F-HRTimeline
McMill Wealth Management9,521$1.04M0.25%-4413F-HR/ATimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\11,807$1.04M<0.01%+71313F-HRTimelineGroup
Delta Wealth Advisors LLC11,802$1.04M0.74%+60113F-HRTimeline
Next Level Wealth Planning, LLC11,696$1.03M0.45%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC11,650$1.02M0.1%013F-HRTimeline
AMJ Financial Wealth Management13,305$1.02M0.24%013F-HRTimeline
Clearstead Advisors, LLC11,568$1.02M0.01%-20213F-HRTimeline
PlanVest Financial, Inc11,519$1.01M0.68%-3513F-HRTimeline
McLaughlin Asset Management, Inc.11,500$1.01M0.78%+1,52113F-HR/ATimeline
LIBERTY WEALTH MANAGEMENT LLC13,168$1.01M0.13%013F-HRTimeline
POM Investment Strategies, LLC11,432$1M1.14%+20713F-HRTimeline
Carmel Capital Partners, LLC11,329$996K0.33%+913F-HRTimeline
Avior Wealth Management, LLC11,289$992K0.03%-1813F-HRTimeline
KPP Advisory Services LLC11,265$990K0.13%+1,64013F-HRTimeline
Troutman Wealth Management, LLC11,244$988K0.76%-8213F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.11,174$982K1.5%+2413F-HRTimeline
Conservest Capital Advisors, Inc.11,154$980K0.08%+5,76213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK11,010$968K<0.01%+36913F-HRTimelineGroup
Exit Wealth Advisors, LLC.10,996$966K0.44%-2,13213F-HRTimeline
Emerald Advisors, LLC10,987$966K0.12%-1,24213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,898$958K0.02%+47613F-HRTimelineGroup
Evernest Financial Advisors, LLC10,766$946K0.2%+76613F-HRTimeline
Cottage Street Advisors LLC10,762$946K0.37%new13F-HRTimeline
SeaCrest Wealth Management, LLC10,728$943K0.1%+1,83413F-HRTimeline
Kelsey Financial, LLC10,724$942K0.72%+8113F-HRTimeline
Key Financial Inc10,717$942K0.15%+15713F-HRTimeline
Ascension Capital Advisors, Inc.10,689$939K0.26%new13F-HRTimeline
Global X Japan Co., Ltd.10,628$934K0.03%+1,11013F-HRTimeline
Chemistry Wealth Management LLC10,607$932K0.15%-48913F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC10,524$925K0.48%+67913F-HRTimeline
Reliant Investment Partners, LLC10,494$922K0.63%013F-HRTimeline
Taylor Securities Services, Inc.10,466$920K0.37%-3413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC10,459$919K0.02%-39,21313F-HRTimeline
MJT & Associates Financial Advisory Gro…10,452$919K0.61%013F-HRTimeline
MATAURO, LLC10,438$917K0.12%new13F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC10,389$913K0.5%-52813F-HRTimeline
Barnes Dennig Private Wealth Management…10,323$907K0.73%+3,24513F-HRTimeline
Transce3nd, LLC10,203$907K8%-1,17613F-HRTimeline
Sound Financial Strategies Group, LLC10,279$903K0.57%new13F-HRTimeline
Berger Financial Group, Inc10,244$900K0.05%+8813F-HRTimeline
Hughes Financial Services, LLC10,225$899K0.12%+39313F-HRTimeline
ROMAN BUTLER FULLERTON & CO10,168$897K0.21%+19313F-HRTimeline
Vermillion & White Wealth Management Gr…10,125$890K0.45%-51213F-HRTimeline
Hemenway Trust Co LLC10,085$886K0.06%013F-HRTimeline
LWM Advisory Services, LLC10,052$883K1.58%new13F-HRTimeline
Eaton-Cambridge Inc.10,043$883K0.25%new13F-HRTimeline
Gross & Hartman Investments LLC10,038$882K0.39%+1,31513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC9,974$877K0.01%-26113F-HRTimeline
Abundance Wealth Counselors9,972$876K0.06%+2,21813F-HRTimeline
SIMON QUICK ADVISORS, LLC9,942$874K0.04%+28513F-HRTimeline
Breachway Investments LLC9,888$869K1.31%-6,45113F-HRTimeline
Unify Financial Advisors9,886$869K0.8%+2,24213F-HRTimeline
RWA WEALTH PARTNERS, LLC9,834$864K0.01%+11413F-HRTimeline
CPC Advisors, LLC9,833$864K0.12%+3,72113F-HRTimeline
RB Capital Management, LLC9,803$861K0.17%+96613F-HRTimeline
Sargent Investment Group, LLC9,780$860K0.1%new13F-HRTimeline
Trilogy Capital Inc.9,652$848K0.03%+513F-HRTimeline
SHP Wealth Management9,625$846K0.06%+5,93913F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC9,579$842K0.08%+3,85613F-HRTimeline
High Note Wealth, LLC9,576$842K0.14%+16213F-HRTimeline
Liberty Atlantic Advisors LLC9,554$840K0.6%+9213F-HRTimeline
Financial Network Wealth Advisors LLC9,553$840K0.85%new13F-HRTimeline
Sankala Group LLC9,257$837K0.56%-3113F-HRTimeline
Sensible Money, LLC9,513$836K0.22%new13F-HRTimeline
Investments & Financial Planning, LLC9,482$833K0.39%-27013F-HRTimeline
D.A. DAVIDSON & CO.9,478$833K<0.01%-37313F-HRTimeline
FreeGulliver LLC9,429$829K0.29%-813F-HRTimeline
William Mack & Associates, Inc.9,423$828K0.29%+3,69613F-HRTimeline
Pioneer Family Office, LLC9,410$827K0.43%+18513F-HRTimeline
Visionary Horizons, LLC9,396$826K0.35%+3,98413F-HRTimeline
Targeted Financial Services LLC9,376$824K0.61%-21813F-HRTimeline
Wellment Financial9,371$824K0.94%+33113F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC9,362$823K0.55%-32413F-HRTimeline
Sovereign Financial Group, Inc.9,309$818K0.13%+1,63513F-HRTimeline
Acropolis Investment Management, LLC9,293$817K0.03%+1,31013F-HR/ATimeline
Three Seasons Wealth, LLC9,273$815K0.07%+49113F-HRTimeline
Optimist Retirement Group LLC9,268$813K0.31%+1313F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC9,245$812K0.07%013F-HRTimelineGroup
IMA Advisory Services, Inc.9,126$802K0.05%new13F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC9,121$802K0.21%+3213F-HRTimeline
American Money Management, LLC9,111$801K0.11%-72213F-HRTimeline
Summit Global Investmentsin group Summit Global Investments9,076$798K0.04%-17513F-HRTimelineGroup
Shira Ridge Wealth Management9,075$798K0.28%+2,15813F-HRTimeline
Cranbrook Wealth Management, LLC9,061$796K0.15%+6613F-HRTimeline
Laurel Wealth Advisors LLC9,058$796K0.08%+213F-HRTimeline
SteelPeak Wealth, LLC9,040$794K0.02%-11713F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC9,024$793K0.15%+4,28713F-HRTimeline
Summit Financial Strategies, Inc.8,986$790K0.06%013F-HRTimeline
Edgestream Partners, L.P.8,966$788K0.02%+2,01113F-HRTimeline
Chris Bulman Inc8,833$776K0.28%+113F-HRTimeline
Qube Research & Technologies Ltd8,802$774K<0.01%new13F-HRTimeline
Valeo Financial Advisors, LLC8,739$768K0.02%+4,37113F-HRTimeline
Southland Equity Partners LLC8,730$767K0.13%+52313F-HRTimeline
Two West Capital Advisors LLC8,781$767K0.38%+1,38713F-HRTimeline
CORRADO ADVISORS, LLC8,720$766K0.35%-4413F-HRTimeline
Mission Creek Capital Partners, Inc.8,653$760K0.13%-59413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…8,651$760K<0.01%+4,67013F-HRTimelineGroup
Copley Financial Group, Inc.8,642$759K0.46%-2,01913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,567$753K<0.01%013F-HRTimelineGroup
OBSIDIAN CIO, LLC8,452$743K0.55%-2,61813F-HRTimeline
Joel Adams & Associates, Inc.8,379$736K0.47%+2,08913F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC8,374$736K0.11%+4,91213F-HRTimeline
Summit Financial Consulting LLC8,328$732K0.5%-4,74613F-HRTimeline
Destiny Capital Corp/CO8,323$731K0.34%-6913F-HRTimeline
Altrius Capital Management Inc8,278$727K0.14%-47513F-HRTimeline
Waterway Wealth Management, LLC8,273$727K0.15%+80213F-HRTimeline
ZACKS INVESTMENT MANAGEMENT8,268$727K0.01%+4,27313F-HRTimeline
Wedmont Private Capital8,125$722K0.02%+4513F-HRTimeline
Legacy Wealth Partners, LLC8,212$722K0.16%+4,17413F-HRTimeline
Advisors Capital Management, LLC8,131$715K0.01%+1,68613F-HRTimeline
Mach-1 Financial Group, LLC8,111$713K0.28%-5613F-HRTimeline
Wayfinding Financial, LLC8,086$710K0.27%+1,77213F-HRTimeline
Prospera Financial Services Inc8,061$709K0.01%-86,95913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,995$703K0.01%-1,77513F-HRTimelineGroup
Crew Capital Management, Ltd7,993$702K0.38%-2,74113F-HRTimeline
Jacobi Capital Management LLC7,914$695K0.03%-413F-HRTimeline
LANE BROTHERS & CO INC7,852$690K0.45%-2,06513F-HRTimeline
Madison Wealth Partners, Inc7,782$684K0.09%+2,47513F-HRTimeline
Opulen Financial Group LLC7,780$684K0.43%+24013F-HRTimeline
Precision Wealth Strategies, LLC7,770$683K0.21%-14513F-HRTimeline
Drucker Wealth 3.0, LLC7,744$681K0.11%-1,31913F-HRTimeline
HBW ADVISORY SERVICES LLC7,731$679K0.06%-32413F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…7,731$679K<0.01%+6,44913F-HRTimelineGroup
THREADGILL FINANCIAL, LLC7,694$676K0.28%+61713F-HRTimeline
Urban Wealth Management, LLC7,595$667K0.58%-1,03713F-HRTimeline
Crewe Advisors LLC7,589$667K0.05%+3,58713F-HRTimeline
Curbstone Financial Management Corp7,588$667K0.11%+58813F-HRTimeline
ASPIRIANT, LLC7,577$666K0.02%-7013F-HRTimeline
Western Financial Corp/CA7,563$665K0.19%+2,60813F-HRTimeline
AssuredPartners Investment Advisors, LLC7,560$664K0.06%-7,39213F-HRTimeline
MY Wealth Management Inc.7,551$664K0.47%+90313F-HRTimeline
Raleigh Capital Management Inc.7,531$662K0.21%-88713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,462$656K0.01%+1413F-HRTimelineGroup
Kovack Advisors, Inc.7,438$653K0.03%+14313F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC7,401$650K0.16%-17013F-HRTimeline
ROCKLAND TRUST CO7,387$649K0.03%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp7,352$646K0.03%+7,14513F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding7,329$644K+1,861Timeline
PROTECTIVE LIFE CORP7,326$644K4.6%-32013F-HRTimeline
Expressive Wealth LLC7,326$644K0.61%-12513F-HRTimeline
Manske Wealth Management7,320$643K0.16%-2813F-HRTimeline
Claro Advisors Inc.7,310$642K0.07%-3113F-HRTimeline
Accredited Investors Inc.7,304$642K0.03%-913F-HRTimeline
Lee Financial Co7,276$639K0.08%new13F-HRTimeline
Cornell Pochily Investment Advisors, In…7,230$635K0.17%new13F-HRTimeline
Defender Capital, LLC.7,200$633K0.21%new13F-HRTimeline
Premier Private Wealth Management LLC7,181$631K0.55%-1,15513F-HRTimeline
Presper Financial Architects, LLC7,148$628K0.33%013F-HRTimeline
Legacy Financial Group LLC7,137$627K0.07%-19913F-HRTimeline
Provident Wealth Management, LLC7,132$627K0.16%+10513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC7,129$627K0.01%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,996$615K<0.01%-3813F-HRTimelineGroup
HB Wealth Management, LLC6,981$614K<0.01%+1,55313F-HRTimeline