SPYM SPDR SERIES TRUST

SHS (fund)

1,358 managers (1,374 13F filers) reported a position in SPYM shares at 2025-06-30, 705,776,527 shares in all. 123 filers opened a position and 53 filers sold out during the quarter.

Managers: 1,358
13F filers: 1,374
New: 123
Added: 622
Reduced: 451
Sold out: 53
Shares held by filers: 705,776,527

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
CPC Advisors, LLC	6,079	$442K	0.06%	+137	13F-HR Timeline
Trust Co of the South	6,079	$442K	0.08%	0	13F-HR Timeline
UPTICK PARTNERS, LLC	6,046	$439K	0.13%	new	13F-HR Timeline
Composition Wealth, LLC	6,018	$437K	0.01%	+859	13F-HR Timeline
Headlands Technologies LLC	6,010	$437K	0.05%	-20,244	13F-HR Timeline
Strategic Wealth Partners, Ltd.	6,006	$437K	0.03%		13F-HR Timeline
Cerro Pacific Wealth Advisors LLC	5,968	$434K	0.12%	+1,919	13F-HR Timeline
Liberty Capital Management, Inc.	5,954	$433K	0.09%	0	13F-HR Timeline
Legacy Financial Group LLC	5,906	$429K	0.06%	+2,663	13F-HR Timeline
Buck Wealth Strategies, LLC	5,902	$429K	0.07%	new	13F-HR Timeline
Wilson & Boucher Capital Management, LLC	5,900	$429K	0.3%	0	13F-HR Timeline
Capital Asset Advisory Services LLC	5,860	$426K	0.02%	-106	13F-HR Timeline
M&T Bank Corpin group M&T Bank Corp	5,839	$424K	<0.01%	0	13F-HR Timeline Group
AMERIFLEX GROUP, INC.	5,878	$424K	0.22%	-125	13F-HR Timeline
Financial Life Planners	5,830	$424K	0.34%	-147	13F-HR Timeline
Visionary Horizons, LLC	5,811	$422K	0.27%	-101	13F-HR Timeline
Patten Group, Inc.	5,750	$418K	0.09%	+874	13F-HR Timeline
Joel Adams & Associates, Inc.	5,735	$417K	0.37%	+669	13F-HR Timeline
FOURPATH CAPITAL MANAGEMENT, LLC	5,697	$414K	0.07%	-2,482	13F-HR Timeline
Safeguard Investment Advisory Group, LLC	5,643	$410K	0.1%	+444	13F-HR Timeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…	5,627	$409K	0.04%	0	13F-HR Timeline Group
Carmel Capital Partners, LLC	5,610	$408K	0.14%	-72	13F-HR Timeline
Fortis Advisors, LLC	5,603	$407K	0.26%	-2,991	13F-HR Timeline
AJ Advisors, LLC	5,592	$406K	0.18%	-2,153	13F-HR Timeline
Shira Ridge Wealth Management	5,591	$406K	0.19%	-1,347	13F-HR Timeline
TPG Financial Advisors, LLC	5,575	$405K	0.16%	0	13F-HR Timeline
Orgel Wealth Management, LLC	5,530	$402K	0.01%	+1,953	13F-HR Timeline
Clarity Asset Management, Inc.	5,502	$400K	0.24%	+129	13F-HR Timeline
Westside Investment Management, Inc.	5,489	$399K	0.07%	-139	13F-HR Timeline
VESTIA PERSONAL WEALTH ADVISORS	5,487	$398K	0.27%	+77	13F-HR Timeline
Strategic Investment Advisors / MI	5,467	$397K	0.04%	+869	13F-HR Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC	5,472	$397K	0.03%	+116	13F-HR Timeline
Centric Wealth Management	5,272	$395K	0.09%	-73,467	13F-HR Timeline
Arrowroot Family Office, LLC	5,413	$393K	0.18%		13F-HR Timeline
MACROVIEW INVESTMENT MANAGEMENT LLC	5,412	$393K	0.32%	+55	13F-HR Timeline
Ironwood Financial, llc	5,975	$393K	0.08%	0	13F-HR Timeline
Diligent Investors, LLC	5,370	$390K	0.09%	0	13F-HR Timeline
Howard Capital Management Group, LLC	5,357	$389K	0.03%	new	13F-HR Timeline
Private Advisory Group LLC	5,354	$389K	0.04%	new	13F-HR Timeline
Lavaca Capital LLC	5,345	$389K	0.16%	-1,959	13F-HR/A Timeline
GUYASUTA INVESTMENT ADVISORS INC	5,308	$386K	0.02%	+335	13F-HR Timeline
ABSOLUTE CAPITAL MANAGEMENT, LLC	5,288	$384K	0.19%	+91	13F-HR Timeline
Rothschild Wealth LLC	5,256	$382K	0.09%	+1,175	13F-HR Timeline
RB Capital Management, LLC	5,250	$382K	0.09%	+458	13F-HR Timeline
FSC Wealth Advisors, LLC	5,249	$382K	0.24%	+5,000	13F-HR/A Timeline
Claris Financial LLC	5,234	$380K	0.29%	0	13F-HR Timeline
Hardy Reed LLC	5,177	$376K	0.03%	0	13F-HR Timeline
Strategic Financial Concepts, LLC	5,161	$375K	0.05%	-78,134	13F-HR Timeline
SMI Advisory Services, LLC	5,089	$374K	0.07%	-477	13F-HR Timeline
Edgemoor Investment Advisors, Inc.	5,129	$373K	0.03%	0	13F-HR Timeline
Laraway Financial Advisors Inc	5,108	$371K	0.28%	+106	13F-HR Timeline
Midwest Financial Network, LLC	5,098	$371K	0.37%	+431	13F-HR Timeline
CWA Asset Management Group, LLC	5,073	$369K	0.02%	0	13F-HR Timeline
TFB Advisors LLC	5,068	$368K	0.1%	-40	13F-HR Timeline
High Falls Advisors, Inc	5,063	$368K	0.08%	+774	13F-HR Timeline
New Harbor Financial Group, LLC	5,057	$368K	0.08%	new	13F-HR Timeline
Euro Pacific Asset Management, LLC	5,051	$367K	0.06%	new	13F-HR/A Timeline
ROMANO BROTHERS AND COMPANY	5,042	$367K	0.05%	+3	13F-HR Timeline
TCP Asset Management, LLC	5,040	$366K	0.07%	-100	13F-HR Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO	5,030	$366K	<0.01%	+832	13F-HR Timeline Group
3EDGE Asset Management, LP	5,025	$365K	0.02%	-2,046	13F-HR Timeline
Foster Group, Inc.	5,008	$364K	0.01%	0	13F-HR Timeline
Santori & Peters, Inc.	4,984	$362K	0.13%	0	13F-HR Timeline
Bernardo Wealth Planning LLC	4,958	$360K	0.08%	+8	13F-HR Timeline
INSPIRION WEALTH ADVISORS, LLC	4,942	$359K	0.05%	+2	13F-HR Timeline
Western Financial Corp/CA	4,881	$355K	0.19%	-5,556	13F-HR Timeline
HB Wealth Management, LLC	4,880	$355K	<0.01%	+688	13F-HR Timeline
Heartwood Wealth Advisors LLC	4,876	$354K	0.04%	0	13F-HR Timeline
Higgins & Schmidt Wealth Strategies LLC	4,853	$353K	0.2%	-125,031	13F-HR Timeline
Lido Advisors, LLCin group Lido Advisors, LLC	4,825	$351K	<0.01%	+46	13F-HR Timeline Group
LODESTAR PRIVATE ASSET MANAGEMENT LLC	4,822	$351K	0.04%	new	13F-HR Timeline
MATHER GROUP, LLC.	4,819	$350K	<0.01%	-212	13F-HR Timeline
Essex Bankin group Essex Financial Services, Inc.	4,817	$350K	0.08%	0	13F-HR Timeline Group
MILESTONE ASSET MANAGEMENT, LLC	4,807	$349K	0.07%	+22	13F-HR Timeline
Steigerwald, Gordon & Koch Inc.	4,804	$349K	0.04%	0	13F-HR Timeline
Intelligence Driven Advisers, LLC	4,800	$349K	0.05%	new	13F-HR Timeline
Arax Advisory Partners	4,799	$349K	0.02%	+3,088	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	4,742	$345K	0.01%	new	13F-HR Timeline Group
PRIVATE CLIENT SERVICES, LLC	4,733	$344K	0.13%	+848	13F-HR Timeline
Park Square Financial Group, LLC	4,701	$342K	0.25%	+82	13F-HR Timeline
Woodside Wealth Management LLC	4,675	$340K	0.29%	+390	13F-HR Timeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…	4,666	$339K	0.03%	+149	13F-HR Timeline
PENNINGTON PARTNERS & CO., LLC	4,662	$339K	0.18%	-735	13F-HR Timeline
Apriem Advisors	4,650	$338K	0.04%	-164	13F-HR Timeline
Frisch Financial Group, Inc.	4,650	$338K	0.08%	-590	13F-HR Timeline
Claro Advisors Inc.	4,615	$335K	0.06%	+1,270	13F-HR Timeline
CATALYST FINANCIAL PARTNERS LLC	4,554	$331K	0.04%	-2,914	13F-HR Timeline
Rossby Financial, LCC	4,409	$320K	0.12%	+2,421	13F-HR Timeline
NWF Advisory Services Inc.	4,404	$320K	0.04%	+339	13F-HR Timeline
DGS Capital Management, LLCin group DGS Capital Management, LLC	4,394	$319K	0.07%	new	13F-HR Timeline Group
Welch & Forbes LLC	4,275	$311K	<0.01%	0	13F-HR Timeline
Opus Capital Group, LLC	4,263	$310K	0.04%	0	13F-HR Timeline
DAGCO, INC.	4,263	$310K	0.09%	-1,545	13F-HR Timeline
ASPIRIANT, LLC	4,254	$309K	0.01%	+109	13F-HR Timeline
AMARA FINANCIAL, LLC.	4,228	$307K	0.27%	+165	13F-HR Timeline
Plan Group Financial, LLC	4,202	$305K	0.1%	-114	13F-HR Timeline
ZACKS INVESTMENT MANAGEMENT	4,146	$301K	<0.01%	new	13F-HR Timeline
Fusion Family Wealth, LLC	4,142	$301K	0.03%	0	13F-HR Timeline
Inscription Capital, LLC	4,117	$299K	0.04%	new	13F-HR Timeline
Schulz Wealth, LTD.	4,081	$297K	0.22%	-14	13F-HR Timeline
Certified Advisory Corp	4,063	$295K	0.03%	+1	13F-HR Timeline
Element Wealth, LLC	4,063	$295K	0.14%	+79	13F-HR Timeline
Trail Ridge Investment Advisors, LLC	3,950	$294K	0.14%	-2,513	13F-HR Timeline
BCGM Wealth Management, LLC	4,022	$292K	0.08%	-59	13F-HR Timeline
Argent Trust Co	4,011	$292K	0.01%	0	13F-HR Timeline
Kera Capital Partners, Inc.	3,989	$290K	0.06%	0	13F-HR Timeline
LGT Financial Advisors LLC	3,988	$290K	0.74%	-205	13F-HR Timeline
Southland Equity Partners LLC	3,961	$288K	0.06%	-2,216	13F-HR Timeline
OKABENA INVESTMENT SERVICES INC	3,951	$287K	0.06%	0	13F-HR Timeline
HARBOR ADVISORY CORP /MA/	3,936	$286K	0.09%	0	13F-HR Timeline
JFS WEALTH ADVISORS, LLC	3,906	$284K	0.02%	-166	13F-HR Timeline
Briaud Financial Planning Inc	3,905	$283K	0.11%	new	13F-HR Timeline
SIGNATUREFD, LLC	3,889	$283K	<0.01%	+1,754	13F-HR Timeline
First Horizon Advisors, Inc.	3,870	$281K	0.01%	+3,750	13F-HR Timeline
Revisor Wealth Management LLC	3,819	$281K	0.1%	-91	13F-HR Timeline
BRIAN LOW FINANCIAL GROUP, LLC	3,859	$281K	0.26%		13F-HR Timeline
Milestone Asset Management Group, LLC	3,831	$278K	0.21%	new	13F-HR Timeline
Essex LLC	3,816	$277K	0.05%	0	13F-HR Timeline
Meridian Wealth Advisors, LLC	3,791	$276K	0.04%	+4	13F-HR Timeline
FF Advisors,LLC	3,783	$275K	0.14%	-64	13F-HR Timeline
Conservest Capital Advisors, Inc.	3,780	$275K	0.03%	+485	13F-HR Timeline
Shotwell Rutter Baer Inc	3,722	$274K	0.19%	-47	13F-HR Timeline
MONOGRAPH WEALTH ADVISORS, LLC	3,746	$272K	0.03%	new	13F-HR Timeline
Mosaic Advisors LLC	3,735	$271K	0.4%	-4,265	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	3,732	$271K	0.01%	+438	13F-HR Timeline
Fiduciary Group, LLC	3,706	$269K	0.03%	new	13F-HR Timeline
Widmann Financial Services, Inc.	3,701	$269K	0.19%	+622	13F-HR Timeline
Waterfront Wealth Inc.	3,635	$264K	0.06%	new	13F-HR Timeline
Mendel Capital Management LLC	3,600	$262K	0.15%	+6	13F-HR Timeline
GUIDANCE CAPITAL, INC	3,570	$261K	0.07%	-2,204	13F-HR Timeline
ProVise Management Group, LLC	3,592	$261K	0.02%	0	13F-HR Timeline
CHESAPEAKE ASSET MANAGEMENT LLC	3,583	$260K	0.24%	0	13F-HR Timeline
PINKERTON WEALTH, LLC	3,571	$260K	0.03%	-94	13F-HR Timeline
Ignite Planners, LLC	3,503	$259K	0.05%	+266	13F-HR/A Timeline
Canvas Wealth Advisors, LLC	3,440	$258K	0.05%	new	13F-HR Timeline
Penbrook Management LLC	3,500	$254K	0.19%	new	13F-HR/A Timeline
SlateStone Wealth, LLC	3,496	$254K	0.02%	0	13F-HR Timeline
Cypress Capital Management LLC (WY)	3,485	$253K	0.28%	-43	13F-HR Timeline
Orion Capital Management LLC	3,468	$252K	0.1%	0	13F-HR Timeline
Wedmont Private Capital	3,404	$250K	0.01%	-424	13F-HR Timeline
Willis Johnson & Associates, Inc.	3,437	$250K	0.02%	+96	13F-HR Timeline
Buska Wealth Management, LLC	3,426	$249K	0.07%	new	13F-HR Timeline
Bullock Wealth Management Group	3,423	$249K	0.13%	+10	13F-HR Timeline
Optivise Advisory Services LLC	3,361	$244K	0.12%	-225	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	3,322	$241K	0.01%	-1,627	13F-HR Timeline
Scott Marsh Financial, LLC	3,320	$241K	0.09%		13F-HR Timeline
Fulton Bank, N.A.	3,319	$241K	0.01%	-590	13F-HR Timeline
Clark Asset Management, LLC	3,316	$241K	0.03%	0	13F-HR Timeline
Global Trust Asset Management, LLC	3,262	$237K	0.13%	+1,405	13F-HR Timeline
Councilor Wealth, LLC	3,252	$236K	0.11%	+10	13F-HR Timeline
Linscomb Wealth, Inc.	3,245	$236K	0.01%	0	13F-HR Timeline
Presidio Capital Management, LLC	3,238	$235K	0.09%	new	13F-HR Timeline
CHOREO, LLC	3,219	$234K	<0.01%	-75	13F-HR Timeline
Corundum Group, Inc.	3,216	$234K	0.1%	-5,723	13F-HR Timeline
Sequent Planning LLC	3,193	$232K	0.07%	-574	13F-HR Timeline
Aaron Wealth Advisors LLC	3,183	$231K	0.02%	new	13F-HR Timeline
SteelPeak Wealth, LLC	3,178	$231K	0.01%	new	13F-HR Timeline
Wealthfront Advisers LLC	3,167	$230K	<0.01%	new	13F-HR Timeline
CogentBlue Wealth Advisors, LLC	3,147	$229K	0.18%	+22	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	3,106	$226K	<0.01%	+689	13F-HR Timeline Group
SeaCrest Wealth Management, LLC	3,102	$225K	0.02%	-94	13F-HR Timeline
Two West Capital Advisors LLC	2,992	$224K	0.15%	new	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	3,084	$224K	0.01%	-806	13F-HR Timeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC	3,077	$224K	0.06%	new	13F-HR Timeline Group
Boomfish Wealth Group, LLC	3,067	$223K	0.13%	-31	13F-HR Timeline
CHURCHILL MANAGEMENT Corp	3,030	$220K	<0.01%	-20,115	13F-HR Timeline
SOMERVILLE KURT F	3,000	$218K	0.04%	new	13F-HR Timeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.	3,000	$218K	<0.01%	new	13F-HR Timeline Group
Bawa N Mallick Trust	3,000	$218K	0.09%	new	13F-HR Timeline
Rockline Wealth Management, LLC	2,993	$218K	0.05%	new	13F-HR Timeline
MOLLER WEALTH PARTNERS	2,984	$217K	0.05%	new	13F-HR Timeline
Sequent Asset Management, LLC	2,983	$217K	0.17%	new	13F-HR Timeline
M3 Advisory Group, LLC	2,975	$216K	0.15%	new	13F-HR Timeline
PrairieView Partners, LLC	2,959	$215K	0.02%	+399	13F-HR Timeline
Crescent Grove Advisors, LLC	2,929	$213K	0.02%	new	13F-HR Timeline
FORTE CAPITAL LLC /ADV	2,928	$213K	0.02%	-175	13F-HR Timeline
Kaydan Wealth Management, Inc.	2,925	$213K	0.07%	new	13F-HR Timeline
OBSIDIAN CIO, LLC	2,904	$211K	0.03%	new	13F-HR Timeline
Pinnacle Bancorp, Inc.	2,898	$211K	0.07%	-211	13F-HR Timeline
CLARIS ADVISORS, LLC / MO /	2,896	$211K	0.07%	new	13F-HR Timeline
Breakwater Investment Management	2,887	$210K	0.08%	0	13F-HR Timeline
CULBERTSON A N & CO INC	2,874	$209K	0.03%	new	13F-HR Timeline
F/m Investments LLC	2,862	$208K	0.01%	new	13F-HR Timeline
MRWM Advisors, LLC	2,860	$208K	0.13%	-708	13F-HR Timeline
Busey Bank	2,805	$204K	0.01%	new	13F-HR Timeline
Parkside Financial Bank & Trust	2,805	$204K	0.02%	0	13F-HR Timeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…	2,801	$204K	0.01%	new	13F-HR Timeline Group
Elevation Capital Advisory, LLC	2,788	$203K	0.08%	new	13F-HR Timeline
Kendall Capital Management	2,768	$201K	0.05%	new	13F-HR Timeline
FAGAN ASSOCIATES, INC.	2,759	$201K	0.03%	new	13F-HR Timeline
GREENUP STREET WEALTH MANAGEMENT LLC	2,758	$200K	0.03%	new	13F-HR Timeline
Coastal Bridge Advisors, LLC	2,753	$200K	0.02%	new	13F-HR Timeline
Mascagni Wealth Management, Inc.	2,753	$200K	0.17%	new	13F-HR Timeline
Sage Mountain Advisors LLC	2,633	$191K	0.01%	-285	13F-HR Timeline
Founders Financial Alliance, LLC	2,617	$190K	0.04%	-4,047	13F-HR Timeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …	2,509	$182K	0.04%		13F-HR Timeline Group
WHITTIER TRUST CO OF NEVADA INC	2,420	$176K	<0.01%	0	13F-HR Timeline
Gould Capital, LLC	2,412	$175K	0.12%	new	13F-HR Timeline
Glenmede Investment Management, LP	2,352	$171K	<0.01%		13F-HR Timeline
BOKF, NAin group BOKF, NA	2,338	$170K	<0.01%	+1,240	13F-HR Timeline Group