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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
Woodside Wealth Management LLC4,447$357K0.27%+1613F-HRTimeline
Ignite Planners, LLC4,362$355K0.05%+46413F-HRTimeline
Howard Capital Management Group, LLC4,396$353K0.02%013F-HRTimeline
WEALTH ALLIANCE, LLC4,390$352K0.03%-1,50413F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC4,389$352K0.16%13F-HRTimeline
Cerro Pacific Wealth Advisors LLC4,388$352K0.09%013F-HRTimeline
Mystic Asset Management, Inc.4,376$351K0.08%+80013F-HRTimeline
Hillman Capital Management, Inc.4,362$350K0.22%new13F-HRTimeline
Green Ridge Wealth Planning LLC4,355$349K0.18%13F-HRTimeline
Certified Advisory Corp4,349$349K0.03%+1213F-HRTimeline
Inscription Capital, LLC4,329$347K0.04%+6613F-HRTimeline
Euro Pacific Asset Management, LLC4,331$347K0.04%+1,02713F-HR/ATimeline
Element Wealth, LLC4,302$345K0.14%+1413F-HRTimeline
CRUX WEALTH ADVISORS4,298$345K0.13%new13F-HRTimeline
MATHER GROUP, LLC.4,296$345K<0.01%-24813F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,292$344K0.07%+15713F-HRTimeline
DAGCO, INC.4,281$343K0.08%-20413F-HRTimeline
Strong Tower Advisory Services4,272$343K0.06%-42,80013F-HRTimeline
Platform Technology Partners4,235$340K0.07%+39013F-HRTimeline
GUIDANCE CAPITAL, INC4,167$338K0.08%+6413F-HRTimeline
BCGM Wealth Management, LLC4,187$336K0.09%+5613F-HRTimeline
Widmann Financial Services, Inc.4,183$336K0.21%+21513F-HRTimeline
NorthCoast Asset Management LLC4,157$334K0.01%-280,21313F-HRTimeline
SageView Advisory Group, LLC4,144$332K0.01%-3,05613F-HRTimeline
Tarbox Family Office, Inc.4,142$332K0.05%new13F-HRTimeline
AMARA FINANCIAL, LLC.4,128$331K0.23%+713F-HRTimeline
SIGNATUREFD, LLC4,124$331K0.01%-85413F-HRTimeline
Signature Equity Partners, LLC4,124$331K0.18%13F-HRTimeline
Schulz Wealth, LTD.4,110$330K0.21%+2313F-HRTimeline
Selby Wealth Management, LLC4,092$328K0.13%13F-HRTimeline
Concorde Asset Management, LLC4,056$325K0.13%-7013F-HRTimeline
Apriem Advisors4,041$324K0.03%-59313F-HRTimeline
Opus Capital Group, LLC4,035$324K0.04%-22813F-HRTimeline
Fiduciary Group, LLC4,038$324K0.03%+9513F-HRTimeline
Western Financial Corp/CA4,019$322K0.13%-16013F-HRTimeline
Argent Trust Co4,011$322K0.01%013F-HRTimeline
Successful Portfolios LLC3,933$321K0.16%new13F-HRTimeline
Zhang Financial LLC3,988$320K0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC3,965$318K0.02%+5313F-HRTimeline
HARBOR ADVISORY CORP /MA/3,936$316K0.1%013F-HRTimeline
Briaud Financial Planning Inc3,905$313K0.08%013F-HRTimeline
SMI Advisory Services, LLC3,816$312K0.05%-4113F-HRTimeline
Investment Research Partners LLC3,878$311K0.13%+1413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC3,878$311K0.1%-7113F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,854$309K0.01%-9013F-HRTimeline
Edgemoor Investment Advisors, Inc.3,847$309K0.02%013F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC3,844$308K0.22%-1513F-HRTimeline
Meridian Wealth Advisors, LLC3,808$306K0.04%+413F-HRTimeline
Van Diest Capital, LLC3,808$305K0.46%13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC3,786$304K0.25%+20313F-HRTimeline
FF Advisors,LLC3,783$303K0.14%013F-HRTimeline
Integrity Investment Advisors, LLC3,762$302K0.17%new13F-HRTimeline
ALLIANCEBERNSTEIN L.P.3,761$302K<0.01%new13F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC3,746$301K0.03%-2,79013F-HRTimeline
Walsh & Associates, LLC3,746$301K0.3%13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,745$300K0.01%+94013F-HRTimelineGroup
Presidio Capital Management, LLC3,738$300K0.09%+49813F-HRTimeline
OBSIDIAN CIO, LLC3,736$300K0.44%+82813F-HRTimeline
Peak Retirement Planning, Inc.3,693$296K0.07%new13F-HRTimeline
Balboa Wealth Partners3,688$296K0.05%+59513F-HRTimeline
Cambria Investment Management, L.P.3,662$294K0.02%+83313F-HRTimeline
Elser Financial Planning, Inc3,646$292K0.21%new13F-HRTimeline
Founders Financial Alliance, LLC3,614$290K0.05%+97713F-HRTimeline
Plan Group Financial, LLC3,604$289K0.08%-61113F-HRTimeline
James J. Burns & Company, LLC3,575$287K0.04%new13F-HRTimeline
Atlanta Consulting Group Advisors, LLC3,561$286K0.06%+75413F-HRTimeline
Cresset Asset Management, LLC3,520$282K<0.01%+30913F-HRTimeline
SHP Wealth Management3,516$282K0.02%13F-HRTimeline
Trail Ridge Investment Advisors, LLC3,501$281K0.12%-53113F-HRTimeline
McAdam, LLC3,493$280K0.01%new13F-HRTimeline
SlateStone Wealth, LLC3,496$280K0.02%013F-HRTimeline
Boulder Wealth Advisors, LLC3,486$280K0.12%-18713F-HRTimeline
Rossby Financial, LCC3,444$276K0.09%-84413F-HRTimeline
ProVise Management Group, LLC3,429$275K0.02%-12513F-HRTimeline
Claris Financial LLC3,417$274K0.15%-1,84313F-HRTimeline
Global Wealth Management Investment Adv…3,405$273K0.04%-7013F-HRTimeline
Bullock Wealth Management Group3,394$272K0.13%+1013F-HRTimeline
Pictet North America Advisors SA3,362$270K0.03%new13F-HRTimeline
Colter Lewis Investment Partners LLC3,358$269K0.31%13F-HRTimeline
Capasso Planning Partners LLC3,353$269K0.15%+9713F-HRTimeline
Cypress Capital Management LLC (WY)3,333$267K0.25%013F-HRTimeline
Kirkwood Financial Services3,329$267K0.09%+1013F-HRTimeline
Fulton Bank, N.A.3,319$266K0.01%013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC3,304$265K0.11%+1013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC3,296$264K0.02%+2213F-HRTimeline
SOMERVILLE KURT F3,290$264K0.04%+29013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC3,286$264K0.16%013F-HRTimeline
Sunburst Financial Group, LLC3,283$263K0.05%new13F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co3,264$262K<0.01%new13F-HRTimelineGroup
Legacy Wealth Partners, LLC3,254$261K0.07%13F-HRTimeline
Glenview Trust Co3,244$260K<0.01%new13F-HRTimeline
GW HENSSLER & ASSOCIATES LTD3,243$260K0.01%-15113F-HRTimeline
Penbrook Management LLC3,200$257K0.18%-30013F-HRTimeline
Wellington Grp LLC3,195$256K0.09%13F-HR/ATimeline
City Center Advisors, LLC3,190$256K0.24%+46013F-HRTimeline
Shotwell Rutter Baer Inc3,154$256K0.15%-7713F-HRTimeline
Castleview Partners, LLC3,172$254K0.13%new13F-HRTimeline
CHOREO, LLC3,123$252K<0.01%-10413F-HRTimeline
FineMark National Bank & Trust3,137$252K0.01%+2213F-HRTimeline
NDVR, Inc.3,077$247K0.2%013F-HRTimeline
Boomfish Wealth Group, LLC3,067$246K0.13%013F-HRTimeline
Blue Line Capital, LLC / IL3,059$245K0.29%13F-HRTimeline
Linscomb Wealth, Inc.3,056$245K0.01%013F-HRTimeline
Aaron Wealth Advisors LLC3,055$245K0.01%-12213F-HRTimeline
New Harbor Financial Group, LLC3,050$245K0.04%-2,00613F-HRTimeline
Fusion Family Wealth, LLC3,045$244K0.02%-82213F-HRTimeline
Cedar Wealth Management, LLC3,031$243K0.07%+2,75313F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC3,025$243K0.06%-1713F-HRTimelineGroup
Bawa N Mallick Trust3,000$241K0.09%013F-HRTimeline
MOLLER WEALTH PARTNERS2,984$239K0.05%013F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC2,983$239K0.08%+513F-HRTimeline
Sequent Asset Management, LLC2,983$239K0.11%013F-HRTimeline
M3 Advisory Group, LLC2,975$239K0.15%013F-HRTimeline
J. R. Prunier Capital Management LLC2,966$238K0.1%13F-HRTimeline
Iron Gate Global Advisors LLC2,956$237K0.02%-1213F-HRTimeline
Sequent Planning LLC2,929$235K0.06%-7013F-HRTimeline
Crescent Grove Advisors, LLC2,929$235K0.02%013F-HRTimeline
PFG Investments, LLC2,929$235K0.01%+23413F-HRTimeline
Kaydan Wealth Management, Inc.2,925$235K0.07%013F-HRTimeline
Orion Capital Management LLC2,914$234K0.08%-72113F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC2,906$233K0.03%+9113F-HR/ATimeline
F/m Investments LLC2,897$232K0.01%+3513F-HRTimeline
Breakwater Investment Management2,887$232K0.08%013F-HRTimeline
Second Line Capital, LLC2,882$231K0.05%new13F-HRTimeline
Wilkerson Advisory Group LLC2,881$231K0.08%13F-HRTimeline
Center For Asset Management LLC2,878$231K0.12%+11213F-HRTimeline
MRWM Advisors, LLC2,877$231K0.12%+1013F-HRTimeline
SageGuard Financial Group, LLC2,868$230K0.04%13F-HRTimeline
Pinnacle Bancorp, Inc.2,857$229K0.07%-4113F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC2,834$227K0.21%+4613F-HRTimeline
CX Institutional2,828$227K0.01%-53813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,813$226K0.02%-1,85313F-HRTimeline
Parkside Financial Bank & Trust2,805$225K0.02%013F-HRTimeline
Busey Bank2,805$225K0.01%013F-HRTimeline
CogentBlue Wealth Advisors, LLC2,796$224K0.15%013F-HRTimeline
Measured Risk Portfolios, Inc.2,787$224K0.26%+6513F-HRTimeline
Welch & Forbes LLC2,786$223K<0.01%+1113F-HRTimeline
EWA, LLC2,786$223K0.05%new13F-HRTimeline
DAVIS R M INC2,777$223K<0.01%new13F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC2,768$222K0.06%new13F-HRTimeline
Kendall Capital Management2,768$222K0.05%013F-HRTimeline
Werba Rubin Papier Wealth Management2,768$222K0.06%new13F-HRTimeline
Main Street Financial Solutions, LLC2,767$222K0.02%+5213F-HRTimeline
Valeo Financial Advisors, LLC2,766$222K<0.01%new13F-HRTimeline
Oldfather Financial Services, LLC2,763$222K0.07%new13F-HRTimeline
FAGAN ASSOCIATES, INC.2,759$221K0.03%013F-HRTimeline
Coastal Bridge Advisors, LLC2,754$221K0.02%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,754$221K<0.01%+10113F-HRTimelineGroup
Hippocratic Financial Advisors, LLC2,744$220K0.1%+813F-HRTimeline
Broussard Financial Group LLC2,738$220K0.18%13F-HRTimeline
SigFig Wealth Management, LLC2,722$218K0.01%new13F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD2,716$218K0.14%013F-HRTimeline
Cornerstone Planning Group LLC2,662$218K0.03%+1,78413F-HRTimeline
Lakeshore Financial Planning, Inc.2,713$218K0.08%new13F-HRTimeline
Rockline Wealth Management, LLC2,710$217K0.04%-31613F-HRTimeline
Silver Grove Financial Group, Inc.2,710$217K0.19%new13F-HRTimeline
MIRAMONTES CAPITAL, LLC2,704$217K0.07%13F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP2,685$215K0.24%13F-HRTimelineGroup
Quartz Partners, LLC2,677$215K0.08%new13F-HRTimeline
Moran Wealth Management, LLC2,659$213K0.01%new13F-HRTimeline
Williams Jones Wealth Management, LLC.2,636$211K<0.01%+3413F-HRTimeline
Sage Mountain Advisors LLC2,633$211K0.01%013F-HRTimeline
Symphony Financial, Ltd. Co.2,623$211K0.03%new13F-HRTimeline
CULBERTSON A N & CO INC2,624$210K0.03%-25013F-HRTimeline
Kapstone Financial Advisors LLC2,610$209K0.1%013F-HRTimeline
MFA Wealth Services2,599$208K0.14%+813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,593$208K<0.01%13F-HRTimelineGroup
Point Windward Advisors Inc.2,592$208K0.1%+3613F-HRTimeline
Salomon & Ludwin, LLC2,561$207K0.02%+1,63613F-HRTimeline
Florida Trust Wealth Management Co2,581$207K0.01%new13F-HRTimeline
Members Trust Co2,580$207K0.01%013F-HRTimeline
Alpha Cubed Investments, LLC2,548$204K0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,548$204K0.01%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC2,534$203K0.05%-2,11413F-HRTimeline
STRATEGY ASSET MANAGERS LLC2,528$203K0.03%new13F-HRTimeline
Strategic Financial Services, Inc.2,485$202K0.01%-11113F-HRTimeline
Note Advisors, LLC2,504$202K0.1%new13F-HRTimeline
Sightline Wealth Advisors, LLC2,504$201K0.09%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,497$200K<0.01%new13F-HRTimelineGroup
Barnes Dennig Private Wealth Management…2,451$197K0.2%+1,14313F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2,426$195K0.04%-31013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,413$194K<0.01%-23613F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…2,397$192K0.03%+64313F-HRTimeline
Glen Eagle Advisors, LLC2,322$186K0.03%+18013F-HRTimeline
Godfrey Financial Associates, Inc.2,287$183K0.16%13F-HRTimeline
Glassman Wealth Services2,205$177K0.02%-213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,139$172K0.01%013F-HRTimeline
BLUELINE ADVISORS LLC2,067$166K0.14%13F-HRTimeline
Park Square Financial Group, LLC2,348$162K0.96%+2213F-HRTimeline
Indiana Trust & Investment Management Co2,000$160K0.05%013F-HRTimeline
Graney & King, LLC1,996$160K0.09%+113F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,930$155K0.01%-57213F-HRTimeline
Darwin Wealth Management, LLC1,864$150K0.05%+29113F-HRTimeline
Quent Capital, LLC1,846$148K0.01%+1,73113F-HRTimeline
Crewe Advisors LLC1,833$147K0.01%+52013F-HRTimeline
GROUP ONE TRADING LLC1,755$141K<0.01%new13F-HRTimeline
Strategic Advocates LLC1,700$137K0.04%+87213F-HRTimeline
Keating Financial Advisory Services, In…1,702$137K0.02%13F-HRTimeline
Team Financial Group, LLC1,683$135K0.06%+23913F-HRTimeline
Financial Connections Group, Inc.1,682$134K0.05%+113F-HRTimeline