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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,277 managers (1,294 13F filers) reported a position in SPYM shares at 2025-03-31, 622,764,721 shares in all. 117 filers opened a position and 70 filers sold out during the quarter.

Managers
1,277
13F filers
1,294
New
117
Added
598
Reduced
427
Sold out
70
Shares held by filers
622,764,721

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Frisch Financial Group, Inc.5,240$345K0.1%+1313F-HRTimeline
Smith Asset Management Co., LLC5,214$343K0.32%+63713F-HRTimeline
Safeguard Investment Advisory Group, LLC5,199$342K0.09%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC5,197$342K0.2%+613F-HRTimeline
Hardy Reed LLC5,177$340K0.03%013F-HRTimeline
Composition Wealth, LLC5,159$339K0.01%-8213F-HRTimeline
TCP Asset Management, LLC5,140$338K0.08%013F-HRTimeline
Edgemoor Investment Advisors, Inc.5,129$337K0.03%013F-HRTimeline
TFB Advisors LLC5,108$336K0.1%-4313F-HRTimeline
Balefire, LLC5,106$336K0.12%+46013F-HRTimeline
CWA Asset Management Group, LLC5,073$334K0.02%+32013F-HRTimeline
Joel Adams & Associates, Inc.5,066$333K0.3%+62813F-HRTimeline
ROMANO BROTHERS AND COMPANY5,039$331K0.04%013F-HRTimeline
MATHER GROUP, LLC.5,031$331K<0.01%-56913F-HRTimeline
SMI Advisory Services, LLC5,566$330K0.07%new13F-HRTimeline
Foster Group, Inc.5,008$329K0.01%+413F-HRTimeline
Laraway Financial Advisors Inc5,002$329K0.26%+34513F-HRTimeline
Provident Wealth Management, LLC5,002$329K0.11%+1,96313F-HRTimeline
Santori & Peters, Inc.4,984$328K0.13%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC4,973$327K0.02%+30213F-HRTimeline
Austin Asset Management Co Inc4,971$327K0.07%new13F-HRTimeline
Bernardo Wealth Planning LLC4,950$326K0.08%+2813F-HR/ATimeline
Nicholas Hoffman & Company, LLC.4,949$325K0.01%+113F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
INSPIRION WEALTH ADVISORS, LLC4,940$325K0.05%-9413F-HRTimeline
LIBRA WEALTH LLC4,902$322K0.12%new13F-HRTimeline
Patten Group, Inc.4,876$321K0.07%+15913F-HRTimeline
Heartwood Wealth Advisors LLC4,876$321K0.04%013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.4,817$317K0.08%013F-HRTimelineGroup
Apriem Advisors4,814$317K0.04%-45513F-HRTimeline
Steigerwald, Gordon & Koch Inc.4,804$316K0.04%013F-HRTimeline
RB Capital Management, LLC4,792$315K0.08%+41013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC4,785$315K0.07%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,779$314K<0.01%-4,02113F-HRTimelineGroup
Midwest Financial Network, LLC4,667$307K0.31%+37613F-HRTimeline
Park Square Financial Group, LLC4,619$304K0.24%+73013F-HRTimeline
Strategic Investment Advisors / MI4,598$302K0.03%-10,09913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,517$297K0.03%+813F-HRTimeline
Plan Group Financial, LLC4,316$284K0.1%+1313F-HRTimeline
High Falls Advisors, Inc4,289$282K0.07%new13F-HRTimeline
Woodside Wealth Management LLC4,285$282K0.26%13F-HRTimeline
Welch & Forbes LLC4,275$281K<0.01%-20013F-HRTimeline
Opus Capital Group, LLC4,263$280K0.04%new13F-HRTimeline
Cerro Pacific Wealth Advisors LLC4,049$279K0.09%013F-HRTimeline
IEQ CAPITAL, LLC4,239$279K<0.01%-8,54813F-HRTimeline
Caitlin John, LLC4,219$277K0.27%-1,81913F-HRTimeline
Trexquant Investment LP4,218$277K<0.01%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO4,198$276K<0.01%013F-HR/ATimelineGroup
LGT Financial Advisors LLC4,193$276K0.84%-7,70213F-HRTimeline
HB Wealth Management, LLC4,192$276K<0.01%+36713F-HRTimeline
ASPIRIANT, LLC4,145$273K0.01%new13F-HRTimeline
Fusion Family Wealth, LLC4,142$272K0.03%+11913F-HRTimeline
Schulz Wealth, LTD.4,095$269K0.21%+6513F-HRTimeline
Rothschild Wealth LLC4,081$268K0.08%013F-HRTimeline
BCGM Wealth Management, LLC4,081$268K0.08%-5913F-HRTimeline
JFS WEALTH ADVISORS, LLC4,072$268K0.02%+17913F-HRTimeline
NWF Advisory Services Inc.4,065$267K0.04%-53913F-HRTimeline
AMARA FINANCIAL, LLC.4,063$267K0.25%+1413F-HRTimeline
Certified Advisory Corp4,062$267K0.03%-26713F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC4,036$265K0.32%+30313F-HRTimeline
Argent Trust Co4,011$264K0.01%013F-HRTimeline
Kera Capital Partners, Inc.3,989$262K0.08%new13F-HRTimeline
Element Wealth, LLC3,984$262K0.14%+3,91913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,968$261K<0.01%+30013F-HRTimelineGroup
OKABENA INVESTMENT SERVICES INC3,951$260K0.07%new13F-HRTimeline
HARBOR ADVISORY CORP /MA/3,936$259K0.09%013F-HRTimeline
Revisor Wealth Management LLC3,910$257K0.11%new13F-HRTimeline
Fulton Bank, N.A.3,909$257K0.01%-1,09613F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,890$256K0.01%-2,02713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC3,885$256K0.13%+12913F-HRTimeline
FF Advisors,LLC3,847$254K0.15%-10513F-HRTimeline
Capital A Wealth Management, LLC3,838$252K0.26%-20,04513F-HRTimeline
Essex LLC3,816$251K0.05%new13F-HRTimeline
Meridian Wealth Advisors, LLC3,787$249K0.04%+513F-HRTimeline
Sequent Planning LLC3,767$248K0.09%-94013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC3,747$246K0.01%+84213F-HRTimeline
Affiance Financial, LLC3,702$243K0.06%013F-HRTimeline
PINKERTON WEALTH, LLC3,665$241K0.03%new13F-HRTimeline
Wedmont Private Capital3,828$240K0.01%-6,01713F-HRTimeline
Advyzon Investment Management, LLC3,626$238K0.08%-32613F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …3,619$238K0.05%13F-HRTimelineGroup
GC Wealth Management RIA, LLC3,598$237K0.04%new13F-HRTimeline
Mendel Capital Management LLC3,594$236K0.14%+12913F-HRTimeline
Sandy Spring Bank3,592$236K0.01%-9713F-HRTimeline
ProVise Management Group, LLC3,592$236K0.02%-23513F-HRTimeline
Optivise Advisory Services LLC3,586$236K0.13%-1,26313F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC3,583$236K0.22%013F-HRTimeline
Orgel Wealth Management, LLC3,577$235K0.01%+23913F-HRTimeline
MRWM Advisors, LLC3,568$235K0.16%-7,21513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,534$232K0.09%+21613F-HRTimeline
Cypress Capital Management LLC (WY)3,528$232K0.28%-9213F-HRTimeline
SlateStone Wealth, LLC3,496$230K0.02%013F-HRTimeline
Allied Investment Advisors, LLC3,496$230K0.04%new13F-HRTimeline
Orion Capital Management LLC3,468$228K0.1%-2113F-HRTimeline
Bullock Wealth Management Group3,413$225K0.13%+1113F-HRTimeline
Shotwell Rutter Baer Inc3,769$224K0.2%013F-HRTimeline
Pineridge Advisors LLC3,360$221K0.09%+1313F-HRTimeline
Claro Advisors Inc.3,345$220K0.03%-5813F-HRTimeline
Willis Johnson & Associates, Inc.3,341$220K0.02%new13F-HRTimeline
Impact Partnership Wealth, LLC3,329$219K0.05%-1,46313F-HRTimeline
Clark Asset Management, LLC3,316$218K0.04%new13F-HRTimeline
Yukon Wealth Management, Inc.3,313$218K0.09%13F-HRTimeline
Conservest Capital Advisors, Inc.3,295$217K0.02%+10213F-HRTimeline
CHOREO, LLC3,294$217K<0.01%+11513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,294$217K0.01%+20813F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC3,286$216K0.16%013F-HRTimeline
Linscomb Wealth, Inc.3,245$213K0.01%-7313F-HRTimeline
Legacy Financial Group LLC3,243$213K0.03%new13F-HRTimeline
Councilor Wealth, LLC3,242$213K0.11%+1113F-HRTimeline
Ignite Planners, LLC3,237$213K0.04%+1513F-HRTimeline
SeaCrest Wealth Management, LLC3,196$210K0.02%013F-HRTimeline
HRT FINANCIAL LP3,191$209K<0.01%-37,50013F-HRTimeline
CogentBlue Wealth Advisors, LLC3,125$206K0.18%+12413F-HRTimeline
Boulder Wealth Advisors, LLC3,123$205K0.12%new13F-HRTimeline
Pinnacle Bancorp, Inc.3,109$204K0.07%013F-HRTimeline
FORTE CAPITAL LLC /ADV3,103$204K0.02%-61213F-HRTimeline
Boomfish Wealth Group, LLC3,098$204K0.13%013F-HRTimeline
Widmann Financial Services, Inc.3,079$202K0.16%new13F-HRTimeline
Sage Mountain Advisors LLC2,918$192K0.01%013F-HRTimeline
Breakwater Investment Management2,887$190K0.08%013F-HRTimeline
Parkside Financial Bank & Trust2,805$184K0.02%+2613F-HRTimeline
PrairieView Partners, LLC2,560$168K0.02%+58413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,420$159K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,417$159K<0.01%+1,91013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,352$155K<0.01%013F-HRTimelineGroup
Glassman Wealth Services2,261$149K0.02%-13413F-HRTimeline
WEBSTER BANK, N. A.2,175$143K0.02%013F-HRTimeline
SIGNATUREFD, LLC2,135$140K<0.01%+413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,025$133K0.01%013F-HRTimeline
Indiana Trust & Investment Management Co2,000$132K0.05%013F-HRTimeline
Graney & King, LLC1,992$131K0.1%+113F-HRTimeline
Rossby Financial, LCC1,988$129K0.06%new13F-HRTimeline
Global Trust Asset Management, LLC1,857$122K0.07%-1,54013F-HRTimeline
Beacon Capital Management, LLC1,831$120K0.02%+1,15713F-HRTimeline
Financial Connections Group, Inc.1,804$118K0.05%+113F-HRTimeline
Kiker Wealth Management, LLC1,744$115K0.08%+92013F-HRTimeline
ORG Partners LLC1,717$113K0.03%+1,65213F-HRTimeline
Arax Advisory Partners1,711$113K0.01%+1,01313F-HRTimeline
Winthrop Capital Management, LLC1,627$107K0.03%-54513F-HRTimeline
Paladin Advisory Group, LLC1,562$103K0.08%+30213F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,500$98.6K<0.01%-24513F-HRTimeline
Rialto Wealth Management, LLC1,478$97.2K0.03%+313F-HRTimeline
NFSG Corp1,415$93K0.02%-44013F-HRTimeline
Darwin Wealth Management, LLC1,329$91.6K0.03%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,350$88.8K<0.01%013F-HR/ATimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,321$86.9K<0.01%-56013F-HRTimelineGroup
Safe Harbor Fiduciary, LLC1,268$83.4K0.09%+2113F-HRTimeline
Glen Eagle Advisors, LLC1,242$81.7K0.01%-63513F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI1,225$80.6K0.01%-20013F-HRTimeline
Private Wealth Asset Management, LLC1,202$79K0.01%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,198$78.8K0.03%+1813F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1,171$77K0.04%-19313F-HRTimelineGroup
Centerpoint Advisors, LLC1,119$74K0.03%013F-HRTimeline
BOKF, NAin group BOKF, NA1,098$72.2K<0.01%new13F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC1,060$69.7K0.01%+35313F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,031$67.8K0.01%+7913F-HRTimeline
Dunhill Financial, LLC996$65.5K0.03%+413F-HRTimeline
Rosenberg Matthew Hamilton958$63K0.02%013F-HRTimeline
Winch Advisory Services, LLC937$61.6K0.02%+313F-HRTimeline
Salomon & Ludwin, LLC925$60.8K0.01%-9413F-HRTimeline
Smithfield Trust Co924$60K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC885$58.2K0.03%13F-HRTimeline
BALLAST ADVISORS LLC884$58.1K0.02%013F-HRTimeline
GW&K Investment Management, LLC876$58K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC808$53.1K<0.01%+313F-HRTimeline
Creekmur Asset Management LLC787$51.8K0.01%+713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…765$50.3K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates759$49.9K0.02%new13F-HRTimeline
WINNACLE WEALTH LLC749$49.2K0.05%+213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.745$49K0.02%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC716$47.1K0.02%new13F-HRTimeline
Missouri Trust & Investment Co700$46K0.02%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.663$43.6K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…647$42.5K0.01%-22513F-HRTimeline
Provenance Wealth Advisors, LLC646$42.5K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC641$42.2K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.617$40.5K<0.01%-613F-HRTimeline
Promus Capital, LLC613$40.3K0.03%013F-HR/ATimeline
BASSO CAPITAL MANAGEMENT, L.P.582$38.3K0.03%013F-HRTimeline
North Star Investment Management Corp.579$38.1K<0.01%-15013F-HRTimeline
Comprehensive Financial Planning, Inc./…559$36.8K0.04%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC539$35.4K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC532$35K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.516$33.9K0.01%+11613F-HRTimeline
Wilmington Savings Fund Society, FSB515$33.9K<0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV513$33K0.01%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.500$32.9K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.490$32.2K0.02%-14113F-HRTimeline
PAYDEN & RYGEL485$32K<0.01%-21513F-HRTimeline
Frazier Financial Advisors, LLC463$30.4K0.02%013F-HRTimeline
Signature Resources Capital Management,…455$29.9K0.03%+42013F-HRTimeline
Prestige Wealth Management Group LLC429$28.2K0.01%013F-HR/ATimeline
Colonial Trust Co / SCin group Colonial Trust Advisors409$26.9K<0.01%013F-HRTimelineGroup
Davidson Capital Management Inc.405$26.6K0.01%-588,70413F-HRTimeline
CX Institutional397$26K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP394$25.9K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC375$24.6K0.01%+213F-HRTimeline
Barnes Dennig Private Wealth Management…359$23.6K0.04%13F-HRTimeline
Cloud Capital Management, LLC352$23K0.02%13F-HRTimeline
Opal Wealth Advisors, LLC348$22.9K0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC346$22.8K0.01%013F-HRTimeline