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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,576 managers (1,598 13F filers) reported a position in SPYM shares at 2025-12-31, 853,845,379 shares in all. 126 filers opened a position and 58 filers sold out during the quarter.

Managers
1,576
13F filers
1,598
New
126
Added
722
Reduced
467
Sold out
58
Shares held by filers
853,845,379

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Souders Financial Advisors10,328$829K0.09%new13F-HRTimeline
Brooklyn FI, LLC10,319$828K0.18%new13F-HRTimeline
Prospera Financial Services Inc10,301$827K0.01%+3,83113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp10,260$823K0.02%+313F-HRTimelineGroup
Magnus Financial Group LLC10,231$821K0.06%+48113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC10,194$818K0.01%+31113F-HRTimeline
Evernest Financial Advisors, LLC10,000$817K0.17%-113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,141$814K0.02%+2,95713F-HRTimeline
Riggs Asset Managment Co. Inc.10,118$812K0.16%+49613F-HRTimeline
Sharkey, Howes & Javer10,101$810K0.1%+4,09413F-HRTimeline
Hemenway Trust Co LLC10,085$809K0.06%-70213F-HRTimeline
American Money Management, LLC10,009$803K0.13%-13813F-HRTimeline
Cutler Capital Management, LLC9,995$802K0.24%new13F-HRTimeline
Key Financial Inc9,987$801K0.15%+31913F-HRTimeline
Coordinated Financial Services, Inc.9,972$800K0.46%+1213F-HRTimeline
Berger Financial Group, Inc9,936$797K0.05%-93813F-HRTimeline
CORRADO ADVISORS, LLC9,842$790K0.4%-28013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …9,754$783K0.01%13F-HR/ATimelineGroup
Chris Bulman Inc9,726$780K0.35%-22013F-HRTimeline
Trilogy Capital Inc.9,695$778K0.03%-40213F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.9,500$776K0.1%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC9,620$772K0.11%-2,98713F-HRTimeline
Hughes Financial Services, LLC9,602$770K0.12%-4713F-HRTimeline
CIBC WORLD MARKET INC.9,471$760K<0.01%+3,98913F-HRTimeline
REGIMEN WEALTH, LLC9,371$752K0.22%+613F-HRTimeline
Sankala Group LLC9,288$750K0.6%13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC9,261$743K0.07%-2513F-HRTimelineGroup
Empirical Asset Management, LLC9,604$743K0.21%-2,44713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,256$743K<0.01%-40213F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC9,245$742K0.08%-95013F-HRTimelineGroup
Optimist Retirement Group LLC9,241$740K0.34%-31213F-HRTimeline
Kovack Advisors, Inc.9,217$739K0.03%new13F-HR/ATimeline
High Note Wealth, LLC9,204$738K0.14%+31013F-HRTimeline
Defender Capital, LLC.9,200$738K0.24%new13F-HRTimeline
Laurel Wealth Advisors LLC9,192$737K0.1%-18813F-HRTimeline
SteelPeak Wealth, LLC9,177$736K0.02%-71513F-HRTimeline
Summit Financial Strategies, Inc.9,151$734K0.06%-30213F-HRTimeline
Strategic Investment Advisors / MI9,102$730K0.06%-102,20813F-HRTimeline
Mission Creek Capital Partners, Inc.8,989$721K0.15%-2013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.8,978$720K0.03%+97913F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.8,953$719K0.03%+1,93513F-HRTimelineGroup
Cranbrook Wealth Management, LLC8,918$715K0.14%-58313F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC8,913$715K0.41%+98513F-HRTimeline
Blue Edge Capital, LLC8,798$706K0.09%+5,93313F-HRTimeline
Capital Planning Advisors, LLC8,788$705K0.09%-19513F-HRTimeline
Gross & Hartman Investments LLC8,737$701K0.4%13F-HRTimeline
Clarity Asset Management, Inc.8,569$687K0.38%+1,19913F-HRTimeline
Asset Dedication, LLC8,517$683K0.04%+1,04213F-HRTimeline
ASPIRIANT, LLC8,423$676K0.02%+2,72713F-HRTimeline
Beta Wealth Group, Inc.8,219$659K0.27%-1613F-HRTimeline
Precision Wealth Strategies, LLC8,103$650K0.21%+19113F-HRTimeline
Altrius Capital Management Inc8,095$649K0.14%+36613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,059$646K<0.01%013F-HRTimelineGroup
Global Strategic Investment Solutions, …8,000$642K0.06%013F-HRTimeline
Plante Moran Financial Advisors, LLC7,998$642K0.04%+9313F-HRTimeline
Acropolis Investment Management, LLC7,982$640K0.03%+313F-HRTimeline
Laurel Wealth Planning LLC7,976$640K0.35%-5,71813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding7,953$638K+2,926Timeline
Nikulski Financial, Inc.7,934$636K0.15%-6,24113F-HRTimeline
Mach-1 Financial Group, LLC7,855$630K0.13%-111,75413F-HRTimeline
Abundance Wealth Counselors7,752$622K0.1%013F-HRTimeline
Presper Financial Architects, LLC7,746$621K0.35%+3913F-HRTimeline
Raleigh Capital Management Inc.7,689$617K0.22%+28813F-HRTimeline
RB Capital Management, LLC7,646$613K0.12%+2,47613F-HRTimeline
Sovereign Financial Group, Inc.7,642$613K0.11%-64413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,616$611K<0.01%+8213F-HRTimelineGroup
PFG Private Wealth Management, LLC7,551$606K0.27%-22,87613F-HRTimeline
Expressive Wealth LLC7,546$605K0.65%13F-HRTimeline
Opulen Financial Group LLC7,521$603K0.44%+2213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,505$602K0.01%+11813F-HRTimelineGroup
Pacific Park Financial, Inc.7,440$597K0.37%13F-HRTimeline
Accredited Investors Inc.7,438$597K0.03%+60813F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC7,369$591K0.06%-26,77713F-HRTimelineGroup
Three Seasons Wealth, LLC7,366$591K0.06%+48413F-HRTimeline
Wedmont Private Capital7,267$590K0.02%-67113F-HRTimeline
Manske Wealth Management7,348$589K0.17%new13F-HRTimeline
Jacobi Capital Management LLC7,345$589K0.03%-10113F-HRTimeline
Lavaca Capital LLC7,295$585K0.1%-19613F-HRTimeline
McLaughlin Asset Management, Inc.7,286$584K0.52%13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,247$581K<0.01%+3113F-HRTimelineGroup
CYPRESS FINANCIAL PLANNING LLC7,167$579K0.16%-19413F-HRTimeline
BlueChip Wealth Advisors LLC7,219$579K0.24%+1,66413F-HRTimeline
Centric Wealth Management7,047$577K0.12%+1,53013F-HRTimeline
Legacy Financial Group LLC7,137$576K0.07%+96113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.7,131$572K0.01%-1,93713F-HRTimelineGroup
THREADGILL FINANCIAL, LLC7,061$566K0.23%+1713F-HRTimeline
Curbstone Financial Management Corp7,000$562K0.11%013F-HRTimeline
Paladin Advisory Group, LLC6,988$561K0.41%+2,65513F-HRTimeline
Portland Financial Advisors Inc6,971$559K1.19%013F-HRTimeline
Orgel Wealth Management, LLC6,966$559K0.01%+81113F-HRTimeline
Wall Street Financial Group, Inc.6,803$557K0.41%+3,21913F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC6,900$554K0.01%-90013F-HRTimeline
Klaas Financial Asset Advisors, LLC6,828$548K0.08%new13F-HRTimeline
Vision Retirement, LLC6,816$547K0.15%13F-HRTimeline
Trivium Point Advisory, LLC6,782$544K0.05%-9013F-HRTimeline
Provident Wealth Management, LLC6,771$543K0.16%+1813F-HRTimeline
Southland Equity Partners LLC6,759$542K0.11%+33413F-HRTimeline
Wellment Financial6,630$532K0.62%-3,30613F-HRTimeline
Advisors Capital Management, LLC6,623$531K0.01%+413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,621$531K<0.01%013F-HR/ATimelineGroup
Wayfinding Financial, LLC6,602$529K0.22%+12513F-HRTimeline
HBW ADVISORY SERVICES LLC6,549$525K0.06%-3,72713F-HRTimeline
Graetz Wealth LLC6,527$524K0.48%13F-HRTimeline
Relyea Zuckerberg Hanson LLC6,518$523K0.05%+1913F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC6,468$519K0.07%+1,33513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA6,412$518K0.02%new13F-HRTimelineGroup
TSG Advice Partners, LLC6,434$516K0.08%13F-HRTimeline
Leverty Financial Group, LLC6,367$511K0.12%-3,10213F-HRTimeline
Pioneer Family Office, LLC6,360$510K0.34%13F-HRTimeline
Carmel Capital Partners, LLC6,358$510K0.18%+66613F-HRTimeline
Visionary Horizons, LLC6,334$508K0.26%+41013F-HRTimeline
MY Wealth Management Inc.6,301$505K0.44%013F-HRTimeline
Magnolia Private Wealth, LLC6,298$505K0.35%+81813F-HRTimeline
Waterway Wealth Management, LLC6,283$504K0.11%+1,36813F-HRTimeline
Joel Adams & Associates, Inc.6,274$503K0.38%+63713F-HRTimeline
Destiny Wealth Partners, LLC6,134$500K0.06%-5513F-HRTimeline
Integrated Advisors Network LLC6,231$500K0.02%+19113F-HRTimeline
Milestone Asset Management Group, LLC6,216$499K0.28%-12313F-HRTimeline
Global Trust Asset Management, LLC6,209$498K0.2%-1,99313F-HRTimeline
Midwest Financial Network, LLC6,190$497K0.38%+78513F-HRTimeline
Northstar Group, Inc.6,175$495K0.07%013F-HRTimeline
FLC Capital Advisors6,151$493K0.09%013F-HRTimeline
Lantern Wealth Advisors, LLC6,119$491K0.26%+1,92613F-HRTimeline
CPC Advisors, LLC6,112$490K0.05%+3313F-HRTimeline
Ironwood Financial, llc5,982$489K0.08%+713F-HRTimeline
Flower City Capital6,096$489K0.25%+27413F-HRTimeline
Trust Co of the South6,079$488K0.08%013F-HRTimeline
Plan A Wealth LLC6,077$487K0.24%-1,50313F-HRTimeline
Drucker Wealth 3.0, LLC6,055$486K0.09%-58113F-HRTimeline
MJP ASSOCIATES INC /ADV6,051$485K0.06%-1,49713F-HRTimeline
Shira Ridge Wealth Management6,038$484K0.19%-1313F-HRTimeline
PAX Financial Group, LLC6,032$484K0.08%-47913F-HRTimeline
Waterfront Wealth Inc.6,022$482K0.09%+2,38713F-HRTimeline
Liberty Capital Management, Inc.5,954$478K0.09%013F-HRTimeline
Capital Asset Advisory Services LLC5,854$477K0.02%013F-HRTimeline
Sonoma Allocations LLC5,814$475K0.16%+33713F-HRTimeline
Wilson & Boucher Capital Management, LLC5,900$473K0.31%013F-HRTimeline
Targeted Financial Services LLC5,877$471K0.41%13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,873$471K<0.01%+2,61213F-HRTimelineGroup
Councilor Wealth, LLC5,868$471K0.22%+2,60813F-HRTimeline
Financial Life Planners5,865$470K0.34%+1713F-HRTimeline
Vigilare Wealth Management5,857$470K0.16%-9513F-HRTimeline
B. Riley Wealth Advisors, Inc.5,849$469K0.02%-57913F-HRTimeline
Fisher Asset Management, LLC5,678$456K<0.01%-2,41613F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…5,627$451K0.04%013F-HRTimelineGroup
CWA Asset Management Group, LLC5,614$450K0.02%+54113F-HRTimeline
HB Wealth Management, LLC5,593$449K<0.01%+2113F-HRTimeline
TPG Financial Advisors, LLC5,575$447K0.15%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,577$447K0.03%+7813F-HRTimeline
Bright Futures Wealth Management, LLC.5,570$447K0.33%-12913F-HRTimeline
Colonial River Investments, LLC5,557$446K0.16%-1,57613F-HRTimeline
Westside Investment Management, Inc.5,544$445K0.07%+8013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC5,402$433K0.3%-1113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,338$428K0.01%new13F-HRTimelineGroup
VESTIA PERSONAL WEALTH ADVISORS84,950$428K0.22%+2,79913F-HRTimeline
Approach Retirement Advisors, LLC5,305$426K0.37%13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC5,285$424K0.07%+1,70613F-HRTimelineGroup
Arrowroot Family Office, LLC5,270$423K0.15%-14213F-HRTimeline
Patten Group, Inc.5,256$422K0.08%-20113F-HRTimeline
Networth Advisors, LLC5,219$419K0.31%13F-HRTimeline
High Falls Advisors, Inc5,179$415K0.08%+11613F-HRTimeline
Hardy Reed LLC5,177$415K0.03%013F-HRTimeline
Traveka Wealth, LLC5,134$412K0.17%new13F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC5,107$410K0.1%new13F-HRTimeline
Canvas Wealth Advisors, LLC5,097$409K0.07%+1,69213F-HRTimeline
Bernardo Wealth Planning LLC5,085$408K0.08%+2413F-HRTimeline
AJ Advisors, LLC5,048$405K0.15%-52213F-HRTimeline
Laraway Financial Advisors Inc5,044$405K0.26%-5213F-HRTimeline
ROMANO BROTHERS AND COMPANY5,042$404K0.05%013F-HRTimeline
TCP Asset Management, LLC5,040$404K0.07%013F-HRTimeline
Buska Wealth Management, LLC5,024$403K0.15%+98313F-HRTimeline
3EDGE Asset Management, LP5,002$401K0.02%-4013F-HRTimeline
Diligent Investors, LLC5,000$401K0.1%-37013F-HRTimeline
Santori & Peters, Inc.4,984$400K0.14%013F-HRTimeline
Conservest Capital Advisors, Inc.4,976$399K0.04%+1,10313F-HRTimeline
Nicholas Hoffman & Company, LLC.4,958$398K0.01%+1,83813F-HRTimeline
ABNER HERRMAN & BROCK LLC4,950$397K0.04%-21913F-HRTimeline
Unify Financial Advisors4,932$396K0.41%13F-HRTimeline
Heartwood Wealth Advisors LLC4,876$391K0.04%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC4,847$389K0.04%+2513F-HRTimeline
Fortis Advisors, LLC4,812$386K0.21%+1413F-HRTimeline
Buck Wealth Strategies, LLC4,807$386K0.05%-1,14513F-HRTimeline
Steigerwald, Gordon & Koch Inc.4,804$385K0.04%013F-HRTimeline
Intelligence Driven Advisers, LLC4,800$385K0.06%013F-HRTimeline
FINANCIAL CONSULATE, INC4,759$382K0.05%+70713F-HRTimeline
Arax Advisory Partners4,745$381K0.01%new13F-HRTimeline
Rayburn West Financial Services LLC4,736$380K0.24%13F-HRTimeline
FIDUCIENT ADVISORS LLC4,690$376K0.05%013F-HRTimeline
Frisch Financial Group, Inc.4,671$375K0.08%-78013F-HRTimeline
Rothschild Wealth LLC4,662$374K0.04%013F-HR/ATimeline
CATALYST FINANCIAL PARTNERS LLC4,642$372K0.04%-8313F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC4,632$372K0.07%-22713F-HRTimeline
Atomic Invest LLC4,574$370K0.21%13F-HRTimeline
Claro Advisors Inc.4,602$369K0.05%-1513F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC4,551$365K0.04%-48013F-HRTimeline
Willis Johnson & Associates, Inc.4,537$364K0.02%-3513F-HRTimeline
CIBC Asset Management Inc4,532$364K<0.01%new13F-HRTimeline
Two West Capital Advisors LLC4,474$359K0.21%+1,35913F-HRTimeline
Retirement Management Systems Inc.4,469$359K0.09%13F-HRTimeline
JMN Financial LLC4,452$357K0.36%13F-HRTimeline