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Disclosery

SPYM SPDR SERIES TRUST

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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.

HolderSharesValue% of portfolioChangeSource
Ancora Advisors LLCin group Ancora Advisors LLC2,316$168K<0.01%+99513F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.2,280$166K0.08%new13F-HRTimeline
Glassman Wealth Services2,207$160K0.02%-5413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,139$155K0.01%+11413F-HRTimeline
Paladin Advisory Group, LLC2,084$151K0.12%+52213F-HRTimeline
Pineridge Advisors LLC2,031$148K0.05%-1,32913F-HRTimeline
Indiana Trust & Investment Management Co2,000$145K0.05%013F-HRTimeline
Graney & King, LLC1,994$145K0.1%+213F-HRTimeline
Riggs Asset Managment Co. Inc.1,809$131K0.03%+1,76213F-HRTimeline
Financial Connections Group, Inc.1,804$131K0.05%013F-HRTimeline
Winthrop Capital Management, LLC1,650$120K0.03%+2313F-HRTimeline
Beacon Capital Management, LLC1,590$116K0.02%-24113F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,569$114K0.02%+53813F-HRTimeline
Safe Harbor Fiduciary, LLC1,544$112K0.11%+27613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,500$109K<0.01%new13F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB1,500$109K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC1,478$107K0.03%013F-HRTimeline
Glen Eagle Advisors, LLC1,468$107K0.02%+22613F-HRTimeline
NFSG Corp1,416$103K0.02%+113F-HRTimeline
BALLAST ADVISORS LLC1,384$101K0.03%+50013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,350$98.1K<0.01%013F-HR/ATimelineGroup
Darwin Wealth Management, LLC1,309$95.2K0.03%-2013F-HRTimeline
Capital A Wealth Management, LLC1,667$93.2K1.04%-2,17113F-HRTimeline
Team Financial Group, LLC1,256$91.3K0.04%new13F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,242$90.3K0.01%new13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI1,225$89K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC1,202$87.4K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,198$87.1K0.03%013F-HRTimeline
Harbor Asset Planning, Inc.1,181$85.8K0.08%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,177$85.6K0.01%+53013F-HRTimeline
Centerpoint Advisors, LLC1,119$81K0.03%013F-HRTimeline
Barnes Dennig Private Wealth Management…1,112$80.8K0.1%+75313F-HRTimeline
HFM Investment Advisors, LLC1,052$76.5K0.03%+16713F-HRTimeline
Dunhill Financial, LLC998$72.6K0.02%+213F-HRTimeline
Beaird Harris Wealth Management, LLC995$72.3K0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC989$71.9K0.02%+45013F-HRTimeline
Rosenberg Matthew Hamilton970$70.5K0.02%+1213F-HRTimeline
Winch Advisory Services, LLC940$68.3K0.02%+313F-HRTimeline
Smithfield Trust Co924$68K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC925$67.5K0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.870$63.3K0.04%new13F-HRTimeline
Vermillion Wealth Management, Inc.859$62.4K0.03%new13F-HRTimeline
Berkshire Money Management, Inc.851$61.9K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC813$59.1K<0.01%+513F-HRTimeline
Creekmur Asset Management LLC791$57.5K0.01%+413F-HRTimeline
Kiker Wealth Management, LLC773$56.2K0.03%-97113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…765$55.6K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates756$55K0.02%-313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.745$54.2K0.02%013F-HRTimeline
Legacy Investment Solutions, LLC729$53K0.03%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…729$53K0.03%+42913F-HRTimelineGroup
Signature Resources Capital Management,…717$52.1K0.03%+26213F-HRTimeline
GW&K Investment Management, LLC708$51K<0.01%-16813F-HRTimeline
Decker Retirement Planning Inc.669$48.6K0.03%+17913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.663$48.2K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC641$46.6K<0.01%013F-HRTimeline
Crewe Advisors LLC634$46.1K0.01%+45113F-HRTimeline
TD Waterhouse Canada Inc.617$44.8K<0.01%013F-HRTimeline
Promus Capital, LLC613$44.6K0.03%013F-HR/ATimeline
BASSO CAPITAL MANAGEMENT, L.P.582$42.3K0.03%013F-HRTimeline
North Star Investment Management Corp.581$42.2K<0.01%+213F-HRTimeline
Pacifica Partners Inc.580$41.9K0.02%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…559$40.6K0.03%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC532$38.7K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB515$37.4K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV514$37K0.01%+113F-HRTimeline
WEBSTER BANK, N. A.500$36.3K<0.01%-1,67513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.500$36.3K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC489$35.6K<0.01%+32313F-HRTimeline
PAYDEN & RYGEL485$35K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC463$33.7K0.02%013F-HRTimeline
ORG Partners LLC447$32.5K0.01%-1,27013F-HRTimeline
Retirement Wealth Solutions LLC440$32K0.02%new13F-HRTimeline
Prestige Wealth Management Group LLC429$31.2K0.01%013F-HR/ATimeline
Clearstead Trust, LLC416$30.2K0.01%new13F-HRTimeline
CX Institutional397$29K<0.01%013F-HR/ATimeline
TOTH FINANCIAL ADVISORY CORP394$28.6K<0.01%013F-HRTimeline
Roxbury Financial LLC391$28.4K0.03%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC376$27.3K0.01%+113F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.365$26.5K0.01%-80613F-HR/ATimelineGroup
Opal Wealth Advisors, LLC348$25.3K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC346$25.2K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.327$23.8K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC305$22.2K<0.01%-513F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC300$21.8K0.01%new13F-HRTimeline
Missouri Trust & Investment Co300$21.8K0.01%-40013F-HRTimeline
Reyes Financial Architecture, Inc.300$21.8K0.02%013F-HRTimeline
Blue Trust, Inc.299$21.7K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA292$21.2K0.02%new13F-HRTimeline
New Millennium Group LLC281$20.4K0.01%+613F-HRTimeline
DiNuzzo Private Wealth, Inc.270$19.6K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC268$19.5K0.01%013F-HRTimeline
Centricity Wealth Management, LLC264$19.2K0.02%013F-HRTimeline
Cornerstone Planning Group LLC258$19K<0.01%-6713F-HRTimeline
Bristlecone Advisors, LLC242$17.6K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…238$17.3K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC231$17K<0.01%new13F-HRTimelineGroup
SJS Investment Consulting Inc.233$16.9K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC223$16.2K0.01%-413F-HRTimeline
SIMA Wealth Partners, LLC197$14.3K0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.172$12.5K<0.01%013F-HRTimeline
Sound Income Strategies, LLC171$12.4K<0.01%-4713F-HRTimeline
HAZLETT, BURT & WATSON, INC.169$12K<0.01%+3113F-HRTimeline
AllSquare Wealth Management LLC160$11.6K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC159$11.6K<0.01%013F-HRTimeline
EPG Wealth Management LLC154$11.2K<0.01%+1013F-HRTimeline
FIDUCIARY ADVISORS, INC.152$11.1K0.01%013F-HRTimeline
New England Capital Financial Advisors …150$10.9K<0.01%+113F-HRTimeline
Tradewinds Capital Management, LLC133$9.67K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA128$9.3K<0.01%new13F-HRTimeline
REAP Financial Group, LLC128$9.3K<0.01%013F-HRTimeline
Painted Porch Advisors LLC126$9.16K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC125$9.09K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp123$8.94K<0.01%013F-HRTimelineGroup
Garde Capital, Inc.117$8.51K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO104$7.56K<0.01%013F-HRTimelineGroup
EASTERN BANK97$7.05K<0.01%-4313F-HRTimeline
ALBION FINANCIAL GROUP /UT92$6.69K<0.01%+2713F-HRTimeline
Hurley Capital, LLC92$6.69K<0.01%new13F-HRTimeline
AlphaCore Capital LLC87$6.33K<0.01%+5113F-HRTimeline
TSFG, LLC74$5K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.72$5K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…65$4.72K<0.01%new13F-HRTimeline
Bellwether Advisors, LLC60$4.36K<0.01%+4813F-HRTimeline
CVA Family Office, LLC50$3.63K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.48$3.49K<0.01%013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE45$3.27K<0.01%-12,846,15313F-HRTimelineGroup
Avion Wealth46$3K<0.01%013F-HR/ATimeline
PMV Capital Advisers, LLC41$2.98K0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC40$2.91K<0.01%-4313F-HRTimeline
WOLFF WIESE MAGANA LLC36$2.62K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC32$2.33K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.31$2.26K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC31$2.25K<0.01%013F-HRTimeline
Operose Advisors LLC30$2.18K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC28$2.04K<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/29$2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WealthCollab, LLC21$1.53K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.20$1.45K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA15$1.09K<0.01%013F-HRTimeline
MTM Investment Management, LLC14$1.02K<0.01%new13F-HRTimeline
BFSG, LLC12$873<0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc12$872<0.01%new13F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC11$802<0.01%+913F-HRTimeline
Luminist Capital LLC11$799<0.01%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS10$727<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC9$690<0.01%013F-HRTimeline
Versant Capital Management, Inc9$685<0.01%013F-HRTimeline
HOWE & RUSLING INC8$592<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…7$546<0.01%-2413F-HRTimeline
Dogwood Wealth Management LLC7$511<0.01%new13F-HRTimeline
MASECO LLP6$436<0.01%13F-HRTimeline
Accredited Wealth Management, LLC3$219<0.01%013F-HRTimeline
Truvestments Capital LLC3$218<0.01%013F-HRTimeline
2UniFi Bank3$218<0.01%013F-HRTimeline
Manchester Capital Management LLC2$148<0.01%013F-HRTimeline
Fairway Wealth LLC1$73<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.