Skip to content
Disclosery

SPYM SPDR SERIES TRUST

Follow

SHS (fund)

1,238 managers (1,255 13F filers) reported a position in SPYM shares at 2024-12-31, 536,995,009 shares in all. 110 filers opened a position and 51 filers sold out during the quarter.

Managers
1,238
13F filers
1,255
New
110
Added
552
Reduced
373
Sold out
51
Shares held by filers
536,995,009

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
William Mack & Associates, Inc.4,722$326K0.34%13F-HRTimeline
Patten Group, Inc.4,717$325K0.07%+48513F-HRTimeline
Sequent Planning LLC4,707$324K0.12%-1,15213F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC4,671$322K0.02%+14813F-HRTimeline
Laraway Financial Advisors Inc4,657$321K0.25%+1,26013F-HRTimeline
Bright Futures Wealth Management, LLC.4,529$321K0.29%+28013F-HRTimeline
Concorde Asset Management, LLC4,640$320K0.17%-6613F-HRTimeline
Balefire, LLC4,646$320K0.11%+5513F-HRTimeline
NWF Advisory Services Inc.4,604$317K0.05%new13F-HRTimeline
Smith Asset Management Co., LLC4,577$316K0.31%13F-HRTimeline
BRIGHTON JONES LLC4,517$311K0.01%new13F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,509$310K0.03%new13F-HRTimeline
Southland Equity Partners LLC4,478$309K0.07%+32313F-HRTimeline
Welch & Forbes LLC4,475$309K<0.01%+25613F-HRTimeline
Aerodigm Wealth, LLC4,451$307K0.18%new13F-HRTimeline
Joel Adams & Associates, Inc.4,438$306K0.28%13F-HRTimeline
RB Capital Management, LLC4,382$302K0.07%+1,41513F-HRTimeline
Lantern Wealth Advisors, LLC4,369$301K0.2%+35013F-HRTimeline
Certified Advisory Corp4,329$298K0.03%+1,01213F-HRTimeline
Sandy Cove Advisors, LLC4,310$297K0.12%+1,22113F-HRTimeline
Plan Group Financial, LLC4,303$297K0.16%+1513F-HRTimeline
Midwest Financial Network, LLC4,291$296K0.31%13F-HRTimeline
Stonebridge Financial Group, LLC4,237$292K0.03%13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO4,198$289K<0.01%-19413F-HRTimelineGroup
Regal Investment Advisors LLC4,170$287K0.02%new13F-HRTimeline
BCGM Wealth Management, LLC4,140$285K0.09%+59813F-HRTimeline
Rothschild Wealth LLC4,081$281K0.08%-14,64313F-HRTimeline
FF Advisors,LLC3,952$281K0.19%013F-HRTimeline
AMARA FINANCIAL, LLC.4,049$279K0.26%+713F-HRTimeline
Schulz Wealth, LTD.4,030$278K0.21%+1013F-HRTimeline
Fusion Family Wealth, LLC4,023$277K0.03%013F-HRTimeline
Argent Trust Co4,011$277K0.01%-19813F-HRTimeline
Cerro Pacific Wealth Advisors LLC4,049$273K0.09%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…3,826$273K0.02%-69213F-HRTimeline
Advyzon Investment Management, LLC3,952$272K0.11%13F-HRTimeline
HARBOR ADVISORY CORP /MA/3,936$271K0.09%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3,893$268K0.02%+713F-HRTimeline
Park Square Financial Group, LLC3,889$268K0.19%13F-HRTimeline
Secure Asset Management, LLC3,862$266K0.04%new13F-HRTimeline
ProVise Management Group, LLC3,827$264K0.02%-32813F-HRTimeline
HB Wealth Management, LLC3,825$264K<0.01%new13F-HRTimeline
Meridian Wealth Advisors, LLC3,782$261K0.04%+513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC3,756$259K0.14%+1313F-HRTimeline
Shotwell Rutter Baer Inc3,769$257K0.22%-1513F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC3,733$257K0.28%new13F-HRTimeline
FORTE CAPITAL LLC /ADV3,715$256K0.03%-71613F-HRTimeline
Affiance Financial, LLC3,702$255K0.06%013F-HRTimeline
Sandy Spring Bank3,689$254K0.01%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,668$253K<0.01%new13F-HRTimelineGroup
GUIDANCE CAPITAL, INC3,524$252K0.08%-5913F-HRTimeline
Cypress Capital Management LLC (WY)3,620$250K0.29%new13F-HRTimeline
CIBC WORLD MARKET INC.3,591$248K<0.01%-3413F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC3,583$247K0.23%013F-HRTimeline
Carmel Capital Partners, LLC3,582$247K0.1%new13F-HRTimeline
SlateStone Wealth, LLC3,496$241K0.02%013F-HRTimeline
Orion Capital Management LLC3,489$241K0.11%-1313F-HRTimeline
Mendel Capital Management LLC3,465$239K0.14%new13F-HRTimeline
Segment Wealth Management, LLC3,420$236K0.02%new13F-HRTimeline
Claro Advisors Inc.3,403$235K0.03%-30113F-HRTimeline
Bullock Wealth Management Group3,402$235K0.14%-8813F-HRTimeline
Global Trust Asset Management, LLC3,397$234K0.09%new13F-HRTimeline
Pineridge Advisors LLC3,347$231K0.09%-60613F-HRTimeline
Orgel Wealth Management, LLC3,338$230K0.01%new13F-HRTimeline
Linscomb Wealth, Inc.3,318$229K0.01%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,318$229K0.09%-84313F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC3,286$227K0.19%013F-HRTimeline
New Republic Capital, LLC3,284$226K0.15%-27613F-HRTimeline
Ignite Planners, LLC3,222$224K0.05%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC3,242$224K0.08%+3,17713F-HRTimeline
Councilor Wealth, LLC3,231$223K0.11%+1113F-HRTimeline
SeaCrest Wealth Management, LLC3,196$220K0.02%013F-HRTimeline
Conservest Capital Advisors, Inc.3,193$220K0.02%new13F-HRTimeline
CLARIS ADVISORS, LLC / MO /3,186$220K0.08%-51513F-HRTimeline
CHOREO, LLC3,179$219K<0.01%new13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,168$218K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,133$216K<0.01%-18,12313F-HRTimelineGroup
Pinnacle Bancorp, Inc.3,109$214K0.07%013F-HRTimeline
Boomfish Wealth Group, LLC3,098$214K0.13%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,086$213K0.01%-75613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,059$211K<0.01%new13F-HRTimelineGroup
Provident Wealth Management, LLC3,039$210K0.07%+34813F-HRTimeline
Aaron Wealth Advisors LLC3,022$208K0.02%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC3,006$207K0.05%-2713F-HRTimelineGroup
SCOTIA CAPITAL INC.3,005$207K<0.01%new13F-HRTimeline
CogentBlue Wealth Advisors, LLC3,001$207K0.18%13F-HRTimeline
Bawa N Mallick Trust3,000$207K0.09%13F-HRTimeline
Sequent Asset Management, LLC2,983$206K0.1%013F-HRTimeline
M3 Advisory Group, LLC2,975$205K0.15%013F-HRTimeline
Iron Gate Global Advisors LLC2,968$205K0.03%new13F-HRTimeline
PVG ASSET MANAGEMENT CORP2,952$204K0.96%-1913F-HRTimeline
Crescent Grove Advisors, LLC2,929$202K0.02%new13F-HRTimeline
Sage Mountain Advisors LLC2,918$201K0.01%+28513F-HRTimeline
RCS Financial Planning, LLC2,916$201K0.11%-1,17313F-HRTimeline
Sonoma Private Wealth LLC2,910$201K0.32%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,905$200K0.01%new13F-HRTimeline
Breakwater Investment Management2,887$199K0.08%+12413F-HR/ATimeline
NEW WAVE WEALTH ADVISORS LLC2,819$194K0.08%-1,28513F-HRTimeline
Parkside Financial Bank & Trust2,779$192K0.03%new13F-HRTimeline
Measured Risk Portfolios, Inc.2,689$185K0.21%13F-HRTimeline
Parallel Advisors, LLC2,488$172K<0.01%+86413F-HRTimeline
Glassman Wealth Services2,395$165K0.03%+18813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,352$162K<0.01%013F-HRTimelineGroup
Sugar Maple Asset Management, LLC2,290$158K0.12%new13F-HRTimeline
Winthrop Capital Management, LLC2,172$150K0.04%013F-HRTimeline
WEBSTER BANK, N. A.2,175$150K0.02%+1,07513F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …2,136$147K0.03%-18013F-HRTimelineGroup
SIGNATUREFD, LLC2,131$147K<0.01%+17913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,025$140K0.01%013F-HRTimeline
Indiana Trust & Investment Management Co2,000$138K0.05%013F-HRTimeline
Graney & King, LLC1,991$137K0.1%13F-HRTimeline
PrairieView Partners, LLC1,976$136K0.01%-29413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,881$130K<0.01%+36213F-HRTimelineGroup
Glen Eagle Advisors, LLC1,877$129K0.02%+1,84713F-HRTimeline
NFSG Corp1,855$128K0.03%-49913F-HRTimeline
Financial Connections Group, Inc.1,803$124K0.06%-813F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,745$120K<0.01%+4513F-HRTimeline
Rialto Wealth Management, LLC1,475$102K0.03%13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI1,425$98.2K0.02%-77513F-HRTimeline
Rakuten Securities, Inc.1,364$94K0.04%+1,25613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,350$93.1K<0.01%013F-HR/ATimelineGroup
Castleview Partners, LLC1,344$92.4K0.05%-33013F-HR/ATimeline
Darwin Wealth Management, LLC1,329$91.6K0.03%-99613F-HR/ATimeline
Paladin Advisory Group, LLC1,260$86.9K0.07%-5913F-HRTimeline
Safe Harbor Fiduciary, LLC1,247$86K0.09%+1213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,180$81.3K0.01%+1,00413F-HRTimeline
Centerpoint Advisors, LLC1,119$77K0.03%013F-HRTimeline
Salomon & Ludwin, LLC1,019$70.2K0.01%+9413F-HRTimeline
Dunhill Financial, LLC992$68.4K0.03%+313F-HRTimeline
Rosenberg Matthew Hamilton958$66K0.02%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…952$65.6K0.01%+4013F-HRTimeline
Winch Advisory Services, LLC934$64.4K0.02%+313F-HRTimeline
Smithfield Trust Co924$64K<0.01%-113F-HRTimeline
Sound Income Strategies, LLC922$63.6K<0.01%+15313F-HRTimeline
BALLAST ADVISORS LLC884$60.9K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…872$60.1K0.01%+7513F-HRTimeline
Kiker Wealth Management, LLC824$56.8K0.05%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC805$55.5K<0.01%+313F-HRTimeline
CARDIFF PARK ADVISORS, LLC790$54.5K0.01%013F-HRTimeline
Creekmur Asset Management LLC780$53.8K0.01%+413F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…765$52.7K<0.01%013F-HR/ATimeline
Wood Tarver Financial Group, LLC757$52K0.02%13F-HRTimeline
WINNACLE WEALTH LLC747$51.4K0.05%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.745$51.4K0.02%013F-HRTimeline
North Star Investment Management Corp.729$50.3K<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC707$48.7K0.01%+213F-HRTimeline
Arax Advisory Partners698$48.1K<0.01%-2613F-HRTimeline
PAYDEN & RYGEL700$48K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC674$46.5K0.01%+213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.663$45.7K<0.01%-1513F-HRTimelineGroup
Provenance Wealth Advisors, LLC646$44.5K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC641$44.2K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.631$43.5K0.03%13F-HRTimeline
TD Waterhouse Canada Inc.623$42.9K<0.01%-50313F-HRTimeline
Venturi Wealth Management, LLC620$42.8K<0.01%013F-HRTimeline
Promus Capital, LLC613$42.3K0.03%13F-HR/ATimeline
West Branch Capital LLC597$41.2K0.01%new13F-HRTimeline
CURIO WEALTH, LLC597$41.2K0.02%13F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.582$40.1K0.03%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…559$38.5K0.03%13F-HRTimeline
Clarity Asset Management, Inc.553$38.1K0.02%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC539$37.2K0.01%013F-HRTimeline
Blue Trust, Inc.533$36.7K<0.01%+4713F-HR/ATimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC532$36.7K<0.01%new13F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…507$35K<0.01%+3513F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.500$34.5K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC463$32K0.03%-4213F-HRTimeline
Hemington Wealth Management438$30K0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC429$29.6K0.01%013F-HR/ATimeline
Colonial Trust Co / SCin group Colonial Trust Advisors409$28.2K<0.01%013F-HRTimelineGroup
Ruedi Wealth Management, Inc.400$27.6K0.01%-2613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP394$27.2K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC373$25.7K0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC372$25.6K<0.01%013F-HRTimeline
Sachetta, LLC357$24.6K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC346$23.9K0.01%13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.327$23.2K<0.01%013F-HRTimelineGroup
Bray Capital Advisors320$22.1K0.01%+3013F-HRTimeline
Legacy Investment Solutions, LLC300$21.2K0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…300$21.2K0.01%new13F-HRTimelineGroup
WINTRUST INVESTMENTS LLC313$21K0.02%new13F-HRTimeline
Reyes Financial Architecture, Inc.300$20.7K0.02%13F-HRTimeline
Ironwood Wealth Management, LLC.290$20K0.01%+14513F-HRTimeline
New Millennium Group LLC274$18.9K0.01%+6313F-HRTimeline
DiNuzzo Private Wealth, Inc.270$18.6K<0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC267$18.4K0.01%+213F-HRTimeline
Centricity Wealth Management, LLC264$18.2K0.02%13F-HRTimeline
Cornerstone Planning Group LLC256$18.1K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC242$16.7K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.233$16.1K<0.01%new13F-HRTimeline
Strengthening Families & Communities, L…237$16K0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.227$16K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FPC INVESTMENT ADVISORY, INC.210$14.9K0.01%013F-HRTimeline
CVA Family Office, LLC190$13.1K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.172$11.9K<0.01%013F-HRTimeline
Nemes Rush Group LLC172$11.9K<0.01%+12713F-HRTimeline
AllSquare Wealth Management LLC160$11K0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.152$10.5K0.01%13F-HRTimeline
New England Capital Financial Advisors …149$10.2K0.01%+113F-HRTimeline
EPG Wealth Management LLC141$9.72K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC140$9.68K<0.01%new13F-HRTimeline