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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
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.327$21.5K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC325$20.5K<0.01%+6913F-HRTimeline
HHM Wealth Advisors, LLC310$20.4K<0.01%+30513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…300$19.7K0.01%013F-HRTimelineGroup
Reyes Financial Architecture, Inc.300$19.7K0.01%013F-HRTimeline
New Millennium Group LLC275$18.1K0.01%+113F-HRTimeline
DiNuzzo Private Wealth, Inc.270$17.8K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC268$17.6K0.01%+113F-HRTimeline
Centricity Wealth Management, LLC264$17.4K0.02%013F-HRTimeline
FSC Wealth Advisors, LLC249$16.3K0.01%-101,78513F-HRTimeline
Bristlecone Advisors, LLC242$15.9K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…238$15.6K0.01%+113F-HRTimeline
SJS Investment Consulting Inc.233$15.3K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC227$14.9K0.01%new13F-HRTimeline
Sound Income Strategies, LLC218$14.3K<0.01%-70413F-HRTimeline
Crewe Advisors LLC183$12K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.172$11.3K<0.01%013F-HRTimeline
Elite Financial, Inc.178$11K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC166$10.9K<0.01%new13F-HRTimeline
AllSquare Wealth Management LLC160$10.5K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC159$10.5K<0.01%-21313F-HRTimeline
FIDUCIARY ADVISORS, INC.152$10K0.01%013F-HRTimeline
Hanson & Doremus Investment Management155$10K<0.01%new13F-HRTimeline
New England Capital Financial Advisors …149$9.81K<0.01%013F-HRTimeline
EPG Wealth Management LLC144$9.47K<0.01%+313F-HRTimeline
EASTERN BANK140$9.21K<0.01%+4313F-HRTimeline
HAZLETT, BURT & WATSON, INC.138$9K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC133$8.75K<0.01%013F-HRTimeline
REAP Financial Group, LLC128$8.42K<0.01%013F-HRTimeline
Painted Porch Advisors LLC126$8.29K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp123$8.09K<0.01%-713F-HRTimelineGroup
First Horizon Advisors, Inc.120$7.89K<0.01%013F-HRTimeline
Garde Capital, Inc.117$7.69K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO104$6.84K<0.01%013F-HRTimelineGroup
Amundiin group Amundi96$6.07K<0.01%013F-HRTimelineGroup
Bay Harbor Wealth Management, LLC83$5.46K<0.01%-1513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.81$5K<0.01%-14613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TSFG, LLC74$5K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.76$5K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC1,610$4.74K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT65$4.28K<0.01%+6013F-HRTimeline
CVA Family Office, LLC50$3.29K<0.01%-14013F-HRTimeline
DHJJ Financial Advisors, Ltd.48$3.16K<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.47$3.09K<0.01%+3013F-HRTimeline
Avion Wealth46$3K<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.45$2.9K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.38$2.5K<0.01%new13F-HRTimeline
AlphaCore Capital LLC36$2.37K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC36$2.37K<0.01%-5213F-HRTimeline
Aventura Private Wealth, LLC32$2.1K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…31$2.07K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC31$2.04K<0.01%new13F-HRTimeline
HORIZON BANCORP INC /IN/29$2K<0.01%013F-HRTimeline
Operose Advisors LLC30$1.97K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.28$1.85K<0.01%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC28$1.84K<0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc23$1.52K<0.01%new13F-HRTimeline
Davis Capital Management21$1.38K<0.01%013F-HRTimeline
WealthCollab, LLC21$1.38K<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC15$989<0.01%new13F-HRTimeline
Integrity Financial Corp /WA15$986<0.01%new13F-HRTimeline
BFSG, LLC12$790<0.01%013F-HRTimeline
Bellwether Advisors, LLC12$789<0.01%-313F-HRTimeline
OPTIMUM INVESTMENT ADVISORS10$658<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC9$622<0.01%13F-HRTimeline
Versant Capital Management, Inc9$618<0.01%013F-HRTimeline
HOWE & RUSLING INC8$534<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC6$395<0.01%013F-HRTimeline
2UniFi Bank3$210<0.01%013F-HRTimeline
Accredited Wealth Management, LLC3$198<0.01%new13F-HRTimeline
Truvestments Capital LLC3$197<0.01%new13F-HRTimeline
Manchester Capital Management LLC2$133<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC2$131<0.01%new13F-HRTimeline
Quent Capital, LLC1$66<0.01%013F-HRTimeline
Fairway Wealth LLC1$66<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-3,82613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC1$41.2K-59613F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.