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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,708 managers (1,732 13F filers) reported a position in SPYM shares at 2026-06-30, 1,317,701,100 shares in all. 176 filers opened a position and 52 filers sold out during the quarter.

Managers
1,708
13F filers
1,732
New
176
Added
891
Reduced
462
Sold out
52
Shares held by filers
1,317,701,100

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Portland Financial Advisors Inc6,971$613K1.12%013F-HRTimeline
CULBERTSON A N & CO INC6,900$606K0.07%+4,27613F-HRTimeline
Fortis Capital Advisors, LLC6,854$602K0.07%-2,85013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding6,849$602K-27,085Timeline
Relyea Zuckerberg Hanson LLC6,837$601K0.05%+1813F-HR/ATimeline
Tarbox Family Office, Inc.6,818$599K0.09%+84713F-HRTimeline
Plante Moran Financial Advisors, LLC6,808$598K0.03%-1,38513F-HRTimeline
Quartz Partners, LLC6,807$598K0.2%+2,97313F-HRTimeline
BAM Wealth Management, LLC6,773$595K0.37%new13F-HRTimeline
Castleview Partners, LLC6,713$590K0.26%+1,59513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC6,632$583K0.01%-40713F-HRTimeline
Paladin Advisory Group, LLC6,618$582K0.39%-10413F-HRTimeline
Fortis Advisors, LLC6,609$581K0.27%+1,79713F-HRTimeline
Bernardo Wealth Planning LLC6,598$580K0.1%+58213F-HRTimeline
Beta Wealth Group, Inc.6,583$578K0.22%-14713F-HRTimeline
Lantern Wealth Advisors, LLC6,580$578K0.26%+39213F-HRTimeline
PEAK FINANCIAL ADVISORS LLC6,547$575K0.24%+23813F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO6,446$567K0.05%+2113F-HRTimeline
Trail Ridge Investment Advisors, LLC6,422$564K0.24%+2,02713F-HRTimeline
Lavaca Capital LLC6,412$563K0.06%-97013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC6,358$559K0.22%new13F-HRTimeline
KINTRA WEALTH, LLC6,087$557K0.03%new13F-HRTimeline
Retirement Management Systems Inc.6,323$556K0.11%+16013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC6,300$554K0.01%-2,50013F-HRTimeline
PFG Private Wealth Management, LLC6,260$550K0.24%-1,12213F-HRTimeline
WASHINGTON TRUST Co6,252$549K0.02%+2,08313F-HRTimeline
Nikulski Financial, Inc.6,201$545K0.12%-90513F-HRTimeline
Northstar Group, Inc.6,175$543K0.07%013F-HRTimeline
FLC Capital Advisors6,151$541K0.09%013F-HRTimeline
Destiny Wealth Partners, LLC6,136$539K0.08%+213F-HRTimeline
Trust Co of the South6,079$534K0.08%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.6,070$533K0.02%-12813F-HRTimelineGroup
MJP ASSOCIATES INC /ADV6,062$533K0.06%+1713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,044$531K0.03%+19313F-HRTimeline
Cedar Wealth Management, LLC6,040$531K0.14%+1,94213F-HRTimeline
Flower City Capital5,974$525K0.23%013F-HRTimeline
Liberty Capital Management, Inc.5,954$523K0.09%13F-HRTimeline
Laurel Wealth Planning LLC5,941$522K0.23%-1,62313F-HRTimeline
Graetz Wealth LLC5,935$522K0.42%-1813F-HRTimeline
Wilson & Boucher Capital Management, LLC5,900$518K0.3%013F-HRTimeline
Newport Capital Group, LLC5,890$518K0.29%new13F-HRTimeline
Councilor Wealth, LLC5,876$516K0.21%+413F-HRTimeline
Fiduciary Group, LLC5,864$515K0.04%+1813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,850$514K0.01%+2,40613F-HRTimelineGroup
EJMK Ventures LLC5,701$501K0.23%-5,24813F-HRTimeline
Westside Investment Management, Inc.5,685$500K0.07%+22713F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP5,657$497K0.02%-1,20913F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…5,627$495K0.04%013F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.5,603$492K0.02%+2,70313F-HRTimeline
Prosperitas Financial LLC5,600$492K0.16%013F-HRTimeline
McAdam, LLC5,583$491K0.02%+1,57813F-HRTimeline
Patten Group, Inc.5,583$491K0.08%+40713F-HRTimeline
TPG Financial Advisors, LLC5,575$490K0.15%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,550$488K0.01%-37013F-HRTimelineGroup
POTENTIA WEALTH5,524$485K0.2%-18913F-HRTimeline
B. Riley Wealth Advisors, Inc.5,539$483K0.03%-21613F-HRTimeline
Modus Advisors, LLC5,463$480K0.12%new13F-HRTimeline
Ironwood Financial, llc5,443$480K0.08%-53913F-HRTimeline
Revisor Wealth Management LLC5,448$479K0.12%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO5,417$476K<0.01%-32,50713F-HRTimelineGroup
MACROVIEW INVESTMENT MANAGEMENT LLC5,403$475K0.29%013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS91,970$470K0.18%+11,14713F-HRTimeline
CWA Asset Management Group, LLC5,311$467K0.01%-22813F-HRTimeline
Canvas Wealth Advisors, LLC5,307$466K0.07%-19513F-HRTimeline
Approach Retirement Advisors, LLC5,304$466K0.34%-113F-HRTimeline
Laraway Financial Advisors Inc5,267$463K0.28%-6313F-HRTimeline
Leverty Financial Group, LLC5,266$463K0.09%-44413F-HRTimeline
Hardy Reed LLC5,206$458K0.03%+2913F-HRTimeline
Stonebridge Financial Group, LLC5,189$456K0.03%-24,05013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC5,170$454K0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC5,166$454K0.04%+26313F-HRTimelineGroup
NorthCoast Asset Management LLC5,163$454K0.01%-14313F-HRTimeline
Helium Advisors LLC5,158$453K0.38%+1,15013F-HRTimeline
Colonial River Investments, LLC5,150$453K0.13%-11513F-HRTimeline
Traveka Wealth, LLC5,134$451K0.15%013F-HRTimeline
Mystic Asset Management, Inc.5,120$450K0.1%+15413F-HRTimeline
TCP Asset Management, LLC5,112$449K0.05%+1,07213F-HRTimeline
Xcelsior Advisor Partners LLC5,094$448K0.06%new13F-HRTimeline
FOSTER & MOTLEY INC5,059$445K0.02%+91713F-HRTimeline
ROMANO BROTHERS AND COMPANY5,039$443K0.04%-313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC5,020$441K<0.01%-4,86113F-HRTimelineGroup
Rothschild Wealth LLC5,004$440K0.04%+34213F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT5,000$439K0.02%new13F-HRTimeline
Diligent Investors, LLC5,000$439K0.1%013F-HRTimeline
SigFig Wealth Management, LLC5,038$439K0.01%+1,19013F-HRTimeline
Santori & Peters, Inc.4,984$438K0.12%013F-HRTimeline
ABNER HERRMAN & BROCK LLC4,950$435K0.04%013F-HRTimeline
Buska Wealth Management, LLC4,938$434K0.16%-10613F-HRTimeline
Old Port Advisors4,880$429K0.08%new13F-HRTimeline
Heartwood Wealth Advisors LLC4,876$429K0.03%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,809$423K0.01%-53813F-HRTimeline
Steigerwald, Gordon & Koch Inc.4,806$422K0.04%+213F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co4,792$421K<0.01%+31213F-HRTimelineGroup
AJ Advisors, LLC4,755$418K0.13%+11813F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC4,740$417K0.07%-26613F-HRTimeline
Deane Retirement Strategies, Inc.4,723$415K0.18%-50113F-HRTimeline
James J. Burns & Company, LLC4,716$415K0.04%+90613F-HRTimeline
Element Wealth, LLC4,712$414K0.16%+26613F-HRTimeline
Mainsail Financial Group, LLC4,701$413K0.14%new13F-HRTimeline
FIDUCIENT ADVISORS LLC4,690$412K0.06%013F-HRTimeline
Rayburn West Financial Services LLC4,678$411K0.23%013F-HRTimeline
Widmann Financial Services, Inc.4,670$410K0.22%+1113F-HRTimeline
Fulton Bank, N.A.4,626$407K0.01%+1,30713F-HRTimeline
Silver Grove Financial Group, Inc.4,618$406K0.22%+75313F-HRTimeline
Atomic Invest LLC4,626$403K0.04%+28113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,587$403K0.01%+713F-HRTimeline
Frisch Financial Group, Inc.4,582$403K0.07%-9813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC4,572$402K0.03%-27513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC4,572$402K0.07%+3913F-HRTimeline
Integrated Advisors Network LLC4,565$401K0.02%+1,38813F-HRTimeline
GUIDANCE CAPITAL, INC4,524$400K0.09%+30013F-HRTimeline
CIBC Asset Management Inc4,532$398K<0.01%013F-HRTimeline
Meridian Wealth Advisors, LLC4,516$397K0.05%+413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC4,498$395K0.05%+313F-HRTimeline
Hurley Capital, LLC4,446$391K0.2%+2,89313F-HRTimeline
Networth Advisors, LLC4,441$390K0.23%-40613F-HRTimeline
BCGM Wealth Management, LLC4,414$388K0.08%+12213F-HRTimeline
Vision Retirement, LLC4,410$388K0.09%013F-HRTimeline
Marathon Mission, Inc.4,398$386K0.19%-5213F-HRTimeline
Howard Capital Management Group, LLC4,396$386K0.02%013F-HRTimeline
Cerro Pacific Wealth Advisors LLC4,377$385K0.09%-1113F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC4,372$384K0.16%-2713F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,360$383K0.07%-1,66913F-HRTimeline
Robinhood Asset Management, LLC4,321$380K0.02%+1,29513F-HRTimeline
Ignite Planners, LLC4,315$379K0.05%-2113F-HRTimeline
Kesler, Norman & Wride, LLC4,314$379K0.06%new13F-HRTimeline
CRUX WEALTH ADVISORS4,298$378K0.13%013F-HRTimeline
CIBC WORLD MARKET INC.4,291$377K<0.01%+14213F-HRTimeline
Milestone Asset Management Group, LLC4,281$376K0.19%-4013F-HRTimeline
Huntleigh Advisors, Inc.4,254$374K0.05%new13F-HRTimeline
Orange Investment Advisors, Inc.4,217$371K0.05%-89,33013F-HRTimeline
Platform Technology Partners4,197$369K0.06%+12013F-HRTimeline
Vigilare Wealth Management4,192$368K0.11%-62513F-HRTimeline
Global Wealth Management Investment Adv…4,153$365K0.05%+58813F-HRTimeline
Plan A Wealth LLC4,145$364K0.15%-60813F-HRTimeline
SMI Advisory Services, LLC4,118$364K0.06%+33613F-HRTimeline
Successful Portfolios LLC4,089$363K0.17%-10013F-HRTimeline
Schulz Wealth, LTD.4,127$363K0.19%13F-HRTimeline
Centric Wealth Management4,287$362K0.06%013F-HRTimeline
Global Trust Asset Management, LLC4,093$360K0.11%-39613F-HRTimeline
Certified Advisory Corp4,092$360K0.03%-5,79613F-HRTimeline
Signature Equity Partners, LLC4,083$359K0.16%-11513F-HRTimeline
PFG Investments, LLC4,073$358K0.01%+1,01413F-HRTimeline
Opus Capital Group, LLC4,035$355K0.03%013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC4,032$354K0.1%new13F-HRTimeline
CAPITAL ADVISORS INC/OK4,009$352K0.01%new13F-HRTimeline
AMARA FINANCIAL, LLC.4,006$352K0.21%-15113F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/3,991$351K<0.01%+10613F-HRTimeline
Trivium Point Advisory, LLC3,986$350K0.03%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC3,976$349K0.02%+613F-HRTimeline
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC3,963$348K0.04%new13F-HR/ATimeline
SIGNATUREFD, LLC3,947$347K<0.01%-18913F-HRTimeline
WEALTH ALLIANCE, LLC3,944$347K0.03%+1,01613F-HRTimeline
HARBOR ADVISORY CORP /MA/3,936$346K0.09%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP3,934$346K<0.01%+1,15313F-HRTimelineGroup
Fortune Financial Advisors, LLC3,877$341K0.15%+19713F-HRTimeline
DAGCO, INC.3,863$339K0.06%+27413F-HRTimeline
ProVise Management Group, LLC3,860$339K0.02%+43113F-HRTimeline
Global Financial Private Client, LLC3,857$339K0.09%+1,06813F-HRTimeline
Pacific Park Financial, Inc.3,848$338K0.2%-57413F-HRTimeline
Arrowroot Family Office, LLC3,843$338K0.1%013F-HRTimeline
Balboa Wealth Partners3,827$336K0.05%+13913F-HRTimeline
Argent Trust Co3,821$336K0.01%013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management3,797$334K<0.01%new13F-HRTimelineGroup
Mendel Capital Management LLC3,751$330K0.15%+1013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC3,746$329K0.03%013F-HRTimeline
FF Advisors,LLC3,738$328K0.12%-4513F-HRTimeline
Buck Wealth Strategies, LLC3,722$327K0.03%-87213F-HRTimeline
Capasso Planning Partners LLC3,694$325K0.16%+18913F-HRTimeline
Clark Asset Management, LLC3,675$323K0.03%+67413F-HRTimeline
Peak Retirement Planning, Inc.3,671$323K0.05%-513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,647$320K0.02%+2,24013F-HRTimeline
Founders Financial Alliance, LLC3,636$320K0.04%+21413F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/3,623$318K0.1%new13F-HRTimelineGroup
Plan Group Financial, LLC3,623$318K0.07%-12213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,617$318K<0.01%013F-HRTimelineGroup
Plum Street Advisors, LLC3,605$317K0.1%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC3,583$315K0.24%013F-HRTimeline
Financial Life Planners3,570$314K0.2%-2,30913F-HRTimeline
Asset Advisors Investment Management, L…3,549$312K0.03%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,543$311K0.01%-73913F-HRTimelineGroup
Cedar Point Capital Partners, LLC3,521$309K0.18%+52813F-HRTimeline
PRIVATE CLIENT SERVICES, LLC3,515$309K0.08%-21113F-HRTimeline
SlateStone Wealth, LLC3,496$307K0.02%013F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC3,477$306K0.09%+9113F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC3,450$303K0.08%+17413F-HRTimelineGroup
Green Ridge Wealth Planning LLC3,429$301K0.13%-63413F-HRTimeline
Lakeshore Financial Planning, Inc.3,426$301K0.1%+71313F-HRTimeline
Wrenne Financial Planning LLC3,419$300K0.1%013F-HRTimeline
FOCUSED ALPHA, LLC3,414$300K0.08%new13F-HRTimeline
Seelaus Asset Management LLC3,386$298K0.21%new13F-HRTimeline
CENTRAL TRUST Co3,384$297K0.01%+1,84913F-HRTimeline
Blue Line Capital, LLC / IL3,372$296K0.26%+15913F-HRTimeline
Colter Lewis Investment Partners LLC3,366$296K0.13%013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC3,364$296K0.04%-1,70913F-HRTimeline
Pictet North America Advisors SA3,362$295K0.03%013F-HRTimeline
SOMERVILLE KURT F3,350$294K0.07%013F-HRTimeline
EWA, LLC3,348$294K0.05%+56213F-HRTimeline
Kirkwood Financial Services3,346$294K0.08%+913F-HRTimeline
New Harbor Financial Group, LLC3,344$294K0.05%+31413F-HRTimeline