SPYM SPDR SERIES TRUST

SHS (fund)

1,410 managers (1,428 13F filers) reported a position in SPYM shares at 2025-09-30, 793,704,576 shares in all. 119 filers opened a position and 51 filers sold out during the quarter.

Managers: 1,410
13F filers: 1,428
New: 119
Added: 689
Reduced: 443
Sold out: 51
Shares held by filers: 793,704,576

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Advisors Capital Management, LLC	6,619	$519K	0.01%	-162	13F-HR Timeline
MONOGRAPH WEALTH ADVISORS, LLC	6,536	$512K	0.05%	+2,790	13F-HR Timeline
PAX Financial Group, LLC	6,511	$510K	0.09%	-214	13F-HR Timeline
Relyea Zuckerberg Hanson LLC	6,499	$509K	0.05%	+20	13F-HR Timeline
von Borstel & Associates, Inc.	6,357	$509K	0.08%	new	13F-HR Timeline
Prospera Financial Services Inc	6,470	$507K	0.01%	-795	13F-HR Timeline
Wayfinding Financial, LLC	6,477	$507K	0.22%	-168	13F-HR Timeline
B. Riley Wealth Advisors, Inc.	6,428	$504K	0.02%	-1,978	13F-HR Timeline
Southland Equity Partners LLC	6,425	$503K	0.1%	+2,464	13F-HR Timeline
COUNTRY CLUB BANK	6,412	$501K	0.03%	0	13F-HR Timeline
Northstar Advisory Group, LLC	6,345	$497K	0.2%	+258	13F-HR Timeline
Milestone Asset Management Group, LLC	6,339	$497K	0.31%	+2,508	13F-HR Timeline
MY Wealth Management Inc.	6,301	$494K	0.43%	0	13F-HR Timeline
Destiny Wealth Partners, LLC	6,189	$485K	0.06%	+55	13F-HR Timeline
Legacy Financial Group LLC	6,176	$484K	0.06%	+270	13F-HR Timeline
Northstar Group, Inc.	6,175	$484K	0.07%	0	13F-HR Timeline
ZACKS INVESTMENT MANAGEMENT	6,170	$483K	<0.01%	+2,024	13F-HR Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	6,188	$483K	0.06%	new	13F-HR Timeline
Orgel Wealth Management, LLC	6,155	$482K	0.01%	+625	13F-HR Timeline
FLC Capital Advisors	6,151	$482K	0.09%	-115	13F-HR Timeline
CPC Advisors, LLC	6,079	$476K	0.05%	0	13F-HR Timeline
Trust Co of the South	6,079	$476K	0.08%	0	13F-HR Timeline
Shira Ridge Wealth Management	6,051	$474K	0.2%	+460	13F-HR Timeline
Integrated Advisors Network LLC	6,040	$473K	0.02%	-112	13F-HR Timeline
AlphaCore Capital LLC	6,038	$473K	0.02%	+5,951	13F-HR Timeline
Sharkey, Howes & Javer	6,007	$471K	0.06%	new	13F-HR Timeline
Ironwood Financial, llc	5,975	$468K	0.08%	0	13F-HR Timeline
Liberty Capital Management, Inc.	5,954	$466K	0.09%	0	13F-HR Timeline
Vigilare Wealth Management	5,952	$466K	0.16%	-1,767	13F-HR Timeline
Buck Wealth Strategies, LLC	5,952	$466K	0.06%	+50	13F-HR Timeline
Visionary Horizons, LLC	5,924	$464K	0.26%	+113	13F-HR Timeline
Wilson & Boucher Capital Management, LLC	5,900	$462K	0.3%	0	13F-HR Timeline
WEALTH ALLIANCE, LLC	5,894	$462K	0.05%	new	13F-HR Timeline
Capital Asset Advisory Services LLC	5,854	$459K	0.02%	-6	13F-HR Timeline
Financial Life Planners	5,848	$458K	0.31%	+18	13F-HR Timeline
Flower City Capital	5,822	$456K	0.25%	-13,622	13F-HR Timeline
Bright Futures Wealth Management, LLC.	5,699	$446K	0.35%		13F-HR Timeline
ASPIRIANT, LLC	5,696	$446K	0.01%	+1,442	13F-HR Timeline
Carmel Capital Partners, LLC	5,692	$446K	0.19%	+82	13F-HR Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…	5,655	$443K	0.01%	new	13F-HR Timeline Group
Centric Wealth Management	5,517	$443K	0.1%	+245	13F-HR Timeline
Joel Adams & Associates, Inc.	5,637	$442K	0.36%	-98	13F-HR Timeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…	5,627	$441K	0.04%	0	13F-HR Timeline Group
TPG Financial Advisors, LLC	5,575	$437K	0.16%	0	13F-HR Timeline
HB Wealth Management, LLC	5,572	$437K	<0.01%	+692	13F-HR Timeline
AJ Advisors, LLC	5,570	$436K	0.18%	-22	13F-HR Timeline
BlueChip Wealth Advisors LLC	5,555	$435K	0.19%	new	13F-HR Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC	5,499	$430K	0.03%	+27	13F-HR Timeline
CIBC WORLD MARKET INC.	5,482	$429K	<0.01%	-926	13F-HR Timeline
Magnolia Private Wealth, LLC	5,480	$429K	0.31%	-1,504	13F-HR Timeline
VESTIA PERSONAL WEALTH ADVISORS	82,151	$429K	0.25%	+76,664	13F-HR Timeline
Westside Investment Management, Inc.	5,464	$428K	0.07%	-25	13F-HR Timeline
Patten Group, Inc.	5,457	$428K	0.08%	-293	13F-HR Timeline
Frisch Financial Group, Inc.	5,451	$427K	0.1%	+801	13F-HR Timeline
Sonoma Allocations LLC	5,477	$426K	0.15%		13F-HR Timeline
MACROVIEW INVESTMENT MANAGEMENT LLC	5,413	$424K	0.32%	+1	13F-HR Timeline
Arrowroot Family Office, LLC	5,412	$424K	0.17%	-1	13F-HR Timeline
Midwest Financial Network, LLC	5,405	$423K	0.34%	+307	13F-HR Timeline
Diligent Investors, LLC	5,370	$421K	0.11%	0	13F-HR Timeline
ABSOLUTE CAPITAL MANAGEMENT, LLC	5,278	$414K	0.18%	-10	13F-HR Timeline
Mendel Money Management	5,266	$413K	0.17%	new	13F-HR Timeline
Claris Financial LLC	5,260	$412K	0.23%	+26	13F-HR Timeline
FSC Wealth Advisors, LLC	5,205	$408K	0.24%	-44	13F-HR Timeline
Hardy Reed LLC	5,177	$406K	0.03%	0	13F-HR Timeline
RB Capital Management, LLC	5,170	$405K	0.08%	-80	13F-HR Timeline
ABNER HERRMAN & BROCK LLC	5,169	$405K	0.04%	new	13F-HR Timeline
WOLVERINE TRADING, LLC	5,183	$405K	0.01%	-6,048	13F-HR Timeline
FOURPATH CAPITAL MANAGEMENT, LLC	5,133	$402K	0.06%	-564	13F-HR Timeline
Laraway Financial Advisors Inc	5,096	$399K	0.27%	-12	13F-HR Timeline
CWA Asset Management Group, LLC	5,073	$397K	0.01%	0	13F-HR Timeline
High Falls Advisors, Inc	5,063	$397K	0.08%	0	13F-HR Timeline
Bernardo Wealth Planning LLC	5,061	$396K	0.08%	+103	13F-HR Timeline
New Harbor Financial Group, LLC	5,056	$396K	0.08%	-1	13F-HR Timeline
PEAK FINANCIAL ADVISORS LLC	5,045	$395K	0.19%	-4,866	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	5,042	$395K	0.05%	0	13F-HR Timeline
3EDGE Asset Management, LP	5,042	$395K	0.02%	+17	13F-HR Timeline
TCP Asset Management, LLC	5,040	$395K	0.07%	0	13F-HR Timeline
Essex Bankin group Essex Financial Services, Inc.	5,027	$394K	0.09%	+210	13F-HR Timeline Group
Santori & Peters, Inc.	4,984	$390K	0.14%	0	13F-HR Timeline
SIGNATUREFD, LLC	4,978	$390K	0.01%	+1,089	13F-HR Timeline
Waterway Wealth Management, LLC	4,915	$385K	0.09%	new	13F-HR Timeline
Heartwood Wealth Advisors LLC	4,876	$382K	0.04%	0	13F-HR Timeline
MILESTONE ASSET MANAGEMENT, LLC	4,859	$381K	0.07%	+52	13F-HR Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	4,822	$378K	0.04%	0	13F-HR Timeline
Steigerwald, Gordon & Koch Inc.	4,804	$376K	0.04%	0	13F-HR Timeline
Intelligence Driven Advisers, LLC	4,800	$376K	0.05%	0	13F-HR Timeline
Fortis Advisors, LLC	4,798	$376K	0.21%	-805	13F-HR Timeline
CATALYST FINANCIAL PARTNERS LLC	4,725	$370K	0.04%	+171	13F-HR Timeline
Safeguard Investment Advisory Group, LLC	4,704	$369K	0.09%	-939	13F-HR Timeline
FIDUCIENT ADVISORS LLC	4,690	$367K	0.04%	new	13F-HR Timeline
Rothschild Wealth LLC	4,662	$365K	0.08%	-594	13F-HR Timeline
TOWNSQUARE CAPITAL LLC	4,648	$364K	0.06%	-3,801	13F-HR Timeline
Apriem Advisors	4,634	$363K	0.03%	-16	13F-HR Timeline
Claro Advisors Inc.	4,617	$362K	0.05%	+2	13F-HR Timeline
Willis Johnson & Associates, Inc.	4,572	$358K	0.02%	+1,135	13F-HR Timeline
MATHER GROUP, LLC.	4,544	$356K	<0.01%	-275	13F-HR Timeline
DAGCO, INC.	4,485	$351K	0.09%	+222	13F-HR Timeline
Woodside Wealth Management LLC	4,431	$347K	0.27%	-244	13F-HR Timeline
Howard Capital Management Group, LLC	4,396	$344K	0.02%	-961	13F-HR Timeline
Cerro Pacific Wealth Advisors LLC	4,388	$344K	0.09%	-1,580	13F-HR Timeline
Revisor Wealth Management LLC	4,319	$341K	0.12%	+500	13F-HR Timeline
Certified Advisory Corp	4,337	$340K	0.03%	+274	13F-HR Timeline
INSPIRION WEALTH ADVISORS, LLC	5,031	$340K	0.05%	+89	13F-HR Timeline
Paladin Advisory Group, LLC	4,333	$339K	0.26%	+2,249	13F-HR Timeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…	4,666	$339K	0.03%	0	13F-HR Timeline
Rossby Financial, LCC	4,288	$337K	0.11%	-121	13F-HR Timeline
Element Wealth, LLC	4,288	$336K	0.15%	+225	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	4,284	$336K	0.01%	+552	13F-HR Timeline
Opus Capital Group, LLC	4,263	$334K	0.04%	0	13F-HR Timeline
Inscription Capital, LLC	4,263	$334K	0.04%	+146	13F-HR Timeline
Plan Group Financial, LLC	4,215	$330K	0.09%	+13	13F-HR Timeline
Lantern Wealth Advisors, LLC	4,193	$329K	0.17%	new	13F-HR Timeline
Western Financial Corp/CA	4,179	$327K	0.14%	-702	13F-HR Timeline
GUIDANCE CAPITAL, INC	4,103	$327K	0.09%	+533	13F-HR Timeline
GPS Wealth Strategies Group, LLC	4,158	$326K	0.03%	+3,669	13F-HR Timeline
Concorde Asset Management, LLC	4,126	$324K	0.14%		13F-HR Timeline
MAGNOLIA CAPITAL ADVISORS LLC	4,135	$324K	0.08%	new	13F-HR Timeline
BCGM Wealth Management, LLC	4,131	$324K	0.08%	+109	13F-HR Timeline
AMARA FINANCIAL, LLC.	4,121	$323K	0.24%	-107	13F-HR Timeline
Galvin, Gaustad & Stein, LLC	4,100	$321K	0.03%	new	13F-HR Timeline
Schulz Wealth, LTD.	4,087	$320K	0.21%	+6	13F-HR Timeline
FINANCIAL CONSULATE, INC	4,052	$317K	0.04%	new	13F-HR Timeline
Buska Wealth Management, LLC	4,041	$317K	0.1%	+615	13F-HR Timeline
Trail Ridge Investment Advisors, LLC	4,032	$316K	0.14%	+82	13F-HR Timeline
Argent Trust Co	4,011	$314K	0.01%	0	13F-HR Timeline
Investment Research Partners LLC	3,864	$312K	0.14%		13F-HR Timeline
LGT Financial Advisors LLC	3,988	$312K	0.67%	0	13F-HR Timeline
Widmann Financial Services, Inc.	3,968	$311K	0.2%	+267	13F-HR Timeline
Optivise Advisory Services LLC	3,965	$311K	0.18%	+604	13F-HR Timeline
OKABENA INVESTMENT SERVICES INC	3,951	$310K	0.06%	0	13F-HR Timeline
PRIVATE CLIENT SERVICES, LLC	3,949	$309K	0.1%	-784	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	3,944	$309K	0.01%	+860	13F-HR Timeline
Fiduciary Group, LLC	3,943	$309K	0.03%	+237	13F-HR Timeline
HARBOR ADVISORY CORP /MA/	3,936	$308K	0.09%	0	13F-HR Timeline
JFS WEALTH ADVISORS, LLC	3,912	$306K	0.02%	+6	13F-HR Timeline
Briaud Financial Planning Inc	3,905	$306K	0.1%	0	13F-HR Timeline
Ignite Planners, LLC	3,898	$305K	0.05%	+395	13F-HR Timeline
SMI Advisory Services, LLC	3,857	$304K	0.06%	-1,232	13F-HR Timeline
Conservest Capital Advisors, Inc.	3,873	$303K	0.03%	+93	13F-HR Timeline
Fusion Family Wealth, LLC	3,867	$303K	0.02%	-275	13F-HR Timeline
BRIAN LOW FINANCIAL GROUP, LLC	3,859	$302K	0.23%	0	13F-HR Timeline
Edgemoor Investment Advisors, Inc.	3,847	$301K	0.02%	-1,282	13F-HR Timeline
Platform Technology Partners	3,845	$301K	0.07%	-8,592	13F-HR Timeline
Meridian Wealth Advisors, LLC	3,804	$298K	0.04%	+13	13F-HR Timeline
FF Advisors,LLC	3,783	$296K	0.14%	0	13F-HR Timeline
Boulder Wealth Advisors, LLC	3,673	$288K	0.13%		13F-HR Timeline
Waterfront Wealth Inc.	3,635	$285K	0.06%	0	13F-HR Timeline
Orion Capital Management LLC	3,635	$285K	0.1%	+167	13F-HR Timeline
Mendel Capital Management LLC	3,611	$283K	0.15%	+11	13F-HR Timeline
Wall Street Financial Group, Inc.	3,584	$281K	0.21%	new	13F-HR Timeline
CHESAPEAKE ASSET MANAGEMENT LLC	3,583	$281K	0.25%	0	13F-HR Timeline
DGS Capital Management, LLCin group DGS Capital Management, LLC	3,579	$280K	0.05%	-815	13F-HR Timeline Group
Mystic Asset Management, Inc.	3,576	$280K	0.06%	new	13F-HR Timeline
ProVise Management Group, LLC	3,554	$278K	0.02%	-38	13F-HR Timeline
Penbrook Management LLC	3,500	$274K	0.19%	0	13F-HR Timeline
SlateStone Wealth, LLC	3,496	$274K	0.02%	0	13F-HR Timeline
Global Wealth Management Investment Adv…	3,475	$272K	0.05%	new	13F-HR Timeline
Corundum Group, Inc.	3,467	$272K	0.11%	+251	13F-HR Timeline
Canvas Wealth Advisors, LLC	3,405	$268K	0.05%	-35	13F-HR Timeline
GW HENSSLER & ASSOCIATES LTD	3,394	$266K	0.01%	new	13F-HR Timeline
CX Institutional	3,366	$264K	0.01%	+2,969	13F-HR Timeline
Bullock Wealth Management Group	3,384	$263K	0.13%	-39	13F-HR Timeline
Cypress Capital Management LLC (WY)	3,333	$261K	0.24%	-152	13F-HR Timeline
Kirkwood Financial Services	3,319	$260K	0.1%		13F-HR Timeline
Fulton Bank, N.A.	3,319	$260K	0.01%	0	13F-HR Timeline
Foster Group, Inc.	3,318	$260K	0.01%	-1,690	13F-HR Timeline
Clark Asset Management, LLC	3,316	$260K	0.03%	0	13F-HR Timeline
Euro Pacific Asset Management, LLC	3,304	$259K	0.03%	-1,747	13F-HR Timeline
Old Mission Investment Co LLC	3,296	$258K	0.06%	new	13F-HR Timeline
YARGER WEALTH STRATEGIES, LLC	3,294	$258K	0.12%	new	13F-HR Timeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	3,286	$257K	0.17%	-3,286	13F-HR Timeline
GUYASUTA INVESTMENT ADVISORS INC	3,274	$257K	0.01%	-2,034	13F-HR Timeline
Shotwell Rutter Baer Inc	3,231	$256K	0.17%	-491	13F-HR Timeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.	3,261	$255K	<0.01%	+261	13F-HR Timeline Group
Councilor Wealth, LLC	3,260	$255K	0.12%	+8	13F-HR Timeline
Capasso Planning Partners LLC	3,256	$255K	0.16%	new	13F-HR Timeline
Presidio Capital Management, LLC	3,240	$254K	0.09%	+2	13F-HR Timeline
CHOREO, LLC	3,227	$253K	<0.01%	+8	13F-HR Timeline
Cresset Asset Management, LLC	3,211	$252K	<0.01%	new	13F-HR/A Timeline
Aaron Wealth Advisors LLC	3,177	$249K	0.02%	-6	13F-HR Timeline
Two West Capital Advisors LLC	3,115	$248K	0.15%	+123	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	3,120	$244K	0.01%	-202	13F-HR Timeline
FineMark National Bank & Trust	3,115	$244K	0.01%	new	13F-HR Timeline
Balboa Wealth Partners	3,093	$242K	0.04%	new	13F-HR Timeline
NDVR, Inc.	3,077	$241K	0.2%	new	13F-HR Timeline
Boomfish Wealth Group, LLC	3,067	$240K	0.13%	0	13F-HR Timeline
Beacon Capital Management, LLC	3,057	$239K	0.03%	+1,467	13F-HR Timeline
Linscomb Wealth, Inc.	3,056	$239K	0.01%	-189	13F-HR Timeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC	3,042	$238K	0.06%	-35	13F-HR Timeline Group
Rockline Wealth Management, LLC	3,026	$237K	0.05%	+33	13F-HR Timeline
SOMERVILLE KURT F	3,000	$235K	0.04%	0	13F-HR Timeline
Bawa N Mallick Trust	3,000	$235K	0.09%	0	13F-HR Timeline
Sequent Planning LLC	2,999	$235K	0.07%	-194	13F-HR Timeline
MOLLER WEALTH PARTNERS	2,984	$234K	0.05%	0	13F-HR Timeline
Sequent Asset Management, LLC	2,983	$234K	0.11%	0	13F-HR Timeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	2,978	$233K	0.09%	new	13F-HR Timeline
M3 Advisory Group, LLC	2,975	$233K	0.15%	0	13F-HR Timeline
Iron Gate Global Advisors LLC	2,968	$233K	0.02%	new	13F-HR Timeline
Crescent Grove Advisors, LLC	2,929	$229K	0.02%	0	13F-HR Timeline
Kaydan Wealth Management, Inc.	2,925	$229K	0.07%	0	13F-HR Timeline