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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,592 managers (1,613 13F filers) reported a position in SPYM shares at 2026-03-31, 1,117,278,184 shares in all. 110 filers opened a position and 98 filers sold out during the quarter.

Managers
1,592
13F filers
1,613
New
110
Added
825
Reduced
464
Sold out
98
Shares held by filers
1,117,278,184

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Deane Retirement Strategies, Inc.5,224$400K0.16%-6,44513F-HRTimeline
Hardy Reed LLC5,177$396K0.03%013F-HRTimeline
Patten Group, Inc.5,176$396K0.07%-8013F-HRTimeline
Traveka Wealth, LLC5,134$393K0.15%013F-HRTimeline
HOEY INVESTMENTS, INC5,119$392K0.06%new13F-HRTimeline
Castleview Partners, LLC5,118$392K0.2%+1,94613F-HRTimeline
3EDGE Asset Management, LP5,096$390K0.02%+9413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …5,040$389K<0.01%new13F-HRTimelineGroup
FOURPATH CAPITAL MANAGEMENT, LLC5,073$388K0.06%-1,39513F-HRTimeline
Buska Wealth Management, LLC5,044$386K0.16%+2013F-HRTimeline
ROMANO BROTHERS AND COMPANY5,042$386K0.04%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,006$383K0.07%+37413F-HRTimeline
Diligent Investors, LLC5,000$383K0.09%013F-HRTimeline
Santori & Peters, Inc.4,984$381K0.12%013F-HRTimeline
Mystic Asset Management, Inc.4,966$380K0.09%+59013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC4,960$380K0.05%+2,05413F-HRTimeline
Western Financial Corp/CA4,955$379K0.15%+93613F-HRTimeline
ABNER HERRMAN & BROCK LLC4,950$379K0.04%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC4,903$375K0.04%-2,46613F-HRTimelineGroup
Heartwood Wealth Advisors LLC4,876$373K0.03%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC4,847$371K0.04%013F-HRTimeline
Networth Advisors, LLC4,847$371K0.26%-37213F-HRTimeline
Vigilare Wealth Management4,817$369K0.12%-1,04013F-HRTimeline
Fortis Advisors, LLC4,812$368K0.18%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.4,804$368K0.04%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC4,773$365K0.13%new13F-HRTimeline
Plan A Wealth LLC4,753$364K0.17%-1,32413F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC4,737$363K0.08%-37013F-HRTimeline
Centric Wealth Management4,287$362K0.07%-2,76013F-HRTimeline
GUIDANCE CAPITAL, INC4,224$360K0.08%+5713F-HRTimeline
FIDUCIENT ADVISORS LLC4,690$359K0.05%013F-HRTimeline
Frisch Financial Group, Inc.4,680$358K0.07%+913F-HRTimeline
Rayburn West Financial Services LLC4,678$358K0.21%-5813F-HRTimeline
Rothschild Wealth LLC4,662$357K0.03%013F-HRTimeline
Widmann Financial Services, Inc.4,659$357K0.21%+47613F-HRTimeline
AJ Advisors, LLC4,637$355K0.13%-41113F-HRTimeline
Buck Wealth Strategies, LLC4,594$352K0.04%-21313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,580$351K0.01%+2,03213F-HRTimeline
Willis Johnson & Associates, Inc.4,544$348K0.02%+713F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC4,533$347K0.08%new13F-HRTimeline
CIBC Asset Management Inc4,532$347K<0.01%013F-HRTimeline
Meridian Wealth Advisors, LLC4,512$345K0.05%+70413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC4,495$344K0.04%-5613F-HRTimeline
Global Trust Asset Management, LLC4,489$344K0.13%-1,72013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co4,480$343K<0.01%+1,21613F-HRTimelineGroup
Marathon Mission, Inc.4,450$341K0.2%-58,54213F-HRTimeline
Element Wealth, LLC4,446$340K0.14%+14413F-HRTimeline
Hillman Capital Management, Inc.4,444$340K0.24%+8213F-HRTimeline
Pacific Park Financial, Inc.4,422$338K0.22%-3,01813F-HRTimeline
Vision Retirement, LLC4,410$338K0.1%-2,40613F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC4,399$337K0.16%+1013F-HRTimeline
Howard Capital Management Group, LLC4,396$336K0.02%013F-HRTimeline
Trail Ridge Investment Advisors, LLC4,395$336K0.15%+89413F-HRTimeline
Cerro Pacific Wealth Advisors LLC4,388$336K0.09%013F-HRTimeline
Valeo Financial Advisors, LLC4,368$334K0.01%+1,60213F-HRTimeline
Portside Wealth Group, LLC4,337$332K0.05%new13F-HRTimeline
Ignite Planners, LLC4,336$332K0.05%-2613F-HRTimeline
Milestone Asset Management Group, LLC4,321$331K0.19%-1,89513F-HRTimeline
CRUX WEALTH ADVISORS4,298$329K0.13%013F-HRTimeline
BCGM Wealth Management, LLC4,292$329K0.08%+10513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,282$328K0.01%-1,05613F-HRTimelineGroup
Empowered Funds, LLC4,238$324K<0.01%new13F-HR/ATimeline
Atomic Invest LLC4,345$323K0.15%-22913F-HRTimeline
Signature Equity Partners, LLC4,198$321K0.17%+7413F-HRTimeline
WASHINGTON TRUST Co4,169$319K0.01%new13F-HRTimeline
AMARA FINANCIAL, LLC.4,157$318K0.22%+2913F-HRTimeline
Cresset Asset Management, LLC4,151$318K<0.01%+63113F-HRTimeline
CIBC WORLD MARKET INC.4,149$318K<0.01%-5,32213F-HRTimeline
Successful Portfolios LLC4,189$317K0.17%+25613F-HRTimeline
FOSTER & MOTLEY INC4,142$317K0.02%new13F-HRTimeline
SIGNATUREFD, LLC4,136$317K<0.01%+1213F-HRTimeline
FF Advisors,LLC3,783$315K0.13%013F-HRTimeline
Sequent Planning LLC4,104$314K0.08%+1,17513F-HRTimeline
Cedar Wealth Management, LLC4,098$314K0.09%+1,06713F-HRTimeline
Platform Technology Partners4,077$312K0.06%-15813F-HRTimeline
Green Ridge Wealth Planning LLC4,063$311K0.16%-29213F-HRTimeline
TCP Asset Management, LLC4,040$309K0.04%-1,00013F-HRTimeline
Legacy Wealth Partners, LLC4,038$309K0.08%+78413F-HRTimeline
Opus Capital Group, LLC4,035$309K0.03%013F-HRTimeline
Helium Advisors LLC4,008$307K0.29%new13F-HRTimeline
McAdam, LLC4,005$307K0.01%+51213F-HRTimeline
Crewe Advisors LLC4,002$306K0.03%+2,16913F-HRTimeline
ZACKS INVESTMENT MANAGEMENT3,995$306K<0.01%new13F-HRTimeline
Zhang Financial LLC3,991$306K0.01%+313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,981$305K<0.01%+1,56813F-HRTimelineGroup
J. R. Prunier Capital Management LLC3,973$304K0.13%+1,00713F-HRTimeline
JFS WEALTH ADVISORS, LLC3,970$304K0.02%+513F-HRTimeline
HARBOR ADVISORY CORP /MA/3,936$301K0.09%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/3,885$298K<0.01%new13F-HRTimeline
Soltis Investment Advisors LLC3,867$296K0.02%new13F-HRTimeline
Silver Grove Financial Group, Inc.3,865$296K0.24%+1,15513F-HRTimeline
SigFig Wealth Management, LLC3,848$295K0.01%+1,12613F-HRTimeline
Arrowroot Family Office, LLC3,843$294K0.1%-1,42713F-HR/ATimeline
Quartz Partners, LLC3,834$293K0.11%+1,15713F-HRTimeline
SMI Advisory Services, LLC3,782$293K0.05%-3413F-HRTimeline
Argent Trust Co3,821$292K0.01%-19013F-HRTimeline
James J. Burns & Company, LLC3,810$292K0.04%+23513F-HRTimeline
Optivise Advisory Services LLC3,786$290K0.18%-8,46613F-HRTimeline
Investment Research Partners LLC3,758$288K0.12%-12013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC3,746$287K0.03%013F-HRTimeline
Plan Group Financial, LLC3,745$287K0.07%+14113F-HRTimeline
Mendel Capital Management LLC3,741$286K0.14%13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC3,726$285K0.09%-15213F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC3,386$283K0.09%+40313F-HRTimeline
Balboa Wealth Partners3,688$282K0.05%013F-HRTimeline
SHP Wealth Management3,686$282K0.02%+17013F-HRTimeline
Fortune Financial Advisors, LLC3,680$282K0.14%new13F-HRTimeline
Peak Retirement Planning, Inc.3,676$281K0.06%-1713F-HRTimeline
Edgemoor Investment Advisors, Inc.3,674$281K0.02%-17313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,617$277K<0.01%+1,02413F-HRTimelineGroup
DAGCO, INC.3,589$275K0.06%-69213F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC3,583$274K0.22%-20313F-HRTimeline
Global Wealth Management Investment Adv…3,565$273K0.04%+16013F-HRTimeline
Bullock Wealth Management Group3,510$271K0.14%+11613F-HRTimeline
HEADINVEST, LLC3,523$270K0.06%new13F-HRTimeline
Capasso Planning Partners LLC3,505$268K0.14%+15213F-HRTimeline
SlateStone Wealth, LLC3,496$268K0.02%013F-HRTimeline
Boulder Wealth Advisors, LLC3,482$267K0.11%-413F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC3,462$265K0.04%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,444$264K0.01%-30113F-HRTimelineGroup
ProVise Management Group, LLC3,429$262K0.02%013F-HRTimeline
Founders Financial Alliance, LLC3,422$262K0.05%-19213F-HRTimeline
Wrenne Financial Planning LLC3,419$262K0.1%new13F-HRTimeline
Claris Financial LLC3,417$262K0.14%013F-HRTimeline
Heron Bay Capital Management3,397$260K0.02%new13F-HRTimeline
Colter Lewis Investment Partners LLC3,366$258K0.24%+813F-HRTimeline
Pictet North America Advisors SA3,362$257K0.03%013F-HRTimeline
SOMERVILLE KURT F3,350$256K0.07%+6013F-HRTimeline
Kirkwood Financial Services3,337$255K0.09%+813F-HRTimeline
Fulton Bank, N.A.3,319$254K0.01%013F-HRTimeline
Linscomb Wealth, Inc.3,316$254K0.01%+26013F-HRTimeline
LaSalle St. Investment Advisors, LLC3,295$252K0.04%new13F-HRTimeline
CHOREO, LLC3,291$252K<0.01%+16813F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC3,286$252K0.15%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC3,282$251K0.01%-1413F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,280$251K<0.01%+78313F-HRTimelineGroup
Glenview Trust Co3,244$248K<0.01%013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD3,243$248K0.01%013F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC3,243$248K0.17%-60113F-HRTimeline
Presidio Capital Management, LLC3,243$248K0.07%-49513F-HRTimeline
Walleye Partners, LLC3,238$248K0.3%new13F-HRTimeline
Fusion Family Wealth, LLC3,215$246K0.02%+17013F-HRTimeline
Blue Line Capital, LLC / IL3,213$246K0.28%+15413F-HRTimeline
FINANCIAL CONSULATE, INC3,205$245K0.03%-1,55413F-HRTimeline
Box Hill Private Wealth LLC3,198$245K0.24%new13F-HRTimeline
Penbrook Management LLC3,180$243K0.18%-2013F-HRTimeline
Integrated Advisors Network LLC3,177$243K0.01%-3,05413F-HRTimeline
Cypress Capital Management LLC (WY)3,133$240K0.22%-20013F-HRTimeline
Shotwell Rutter Baer Inc3,131$240K0.14%-2313F-HRTimeline
City Center Advisors, LLC3,115$238K0.22%-7513F-HRTimeline
Boomfish Wealth Group, LLC3,067$235K0.13%013F-HRTimeline
PFG Investments, LLC3,059$234K0.01%+13013F-HRTimeline
Aaron Wealth Advisors LLC3,055$234K0.01%013F-HRTimeline
Van Diest Capital, LLC3,050$233K0.18%-75813F-HRTimeline
New Harbor Financial Group, LLC3,030$232K0.04%-2013F-HRTimeline
Robinhood Asset Management, LLC3,026$232K0.02%new13F-HRTimeline
Clark Asset Management, LLC3,001$230K0.02%new13F-HRTimeline
Bawa N Mallick Trust3,000$230K0.09%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,995$229K0.01%new13F-HRTimeline
Cedar Point Capital Partners, LLC2,993$229K0.15%new13F-HRTimeline
MOLLER WEALTH PARTNERS2,984$228K0.05%013F-HRTimeline
Sequent Asset Management, LLC2,983$228K0.11%013F-HRTimeline
M3 Advisory Group, LLC2,975$228K0.14%013F-HRTimeline
Innovative Asset Advisors Group, LLC2,968$227K0.13%13F-HRTimeline
Iron Gate Global Advisors LLC2,956$226K0.02%013F-HRTimeline
Kaydan Wealth Management, Inc.2,950$226K0.08%+2513F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC2,935$225K0.06%+16713F-HRTimeline
Crescent Grove Advisors, LLC2,929$224K0.02%013F-HRTimeline
WEALTH ALLIANCE, LLC2,928$224K0.02%-1,46213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,900$222K0.01%new13F-HRTimeline
F/m Investments LLC2,897$222K0.01%013F-HRTimeline
Breakwater Investment Management2,887$221K0.08%013F-HRTimeline
Smith & Howard Wealth Management, LLC2,885$221K0.05%new13F-HRTimeline
Pinnacle Bancorp, Inc.2,857$219K0.06%013F-HRTimeline
Hippocratic Financial Advisors, LLC2,853$218K0.1%+10913F-HRTimeline
Everhart Financial Group, Inc.2,849$218K0.02%new13F-HRTimeline
Walsh & Associates, LLC2,833$217K0.22%-91313F-HRTimeline
GSG Advisors LLC2,828$216K0.06%new13F-HRTimeline
Busey Bank2,808$215K0.01%+313F-HRTimeline
Parkside Financial Bank & Trust2,805$215K0.02%013F-HRTimeline
RoundAngle Advisors LLC2,800$214K0.16%new13F-HRTimeline
CogentBlue Wealth Advisors, LLC2,796$214K0.14%013F-HRTimeline
Global Financial Private Client, LLC2,789$213K0.07%new13F-HRTimeline
EWA, LLC2,786$213K0.05%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,781$213K<0.01%+2713F-HRTimelineGroup
DAVIS R M INC2,777$213K<0.01%013F-HRTimeline
Kendall Capital Management2,768$212K0.04%013F-HRTimeline
JMN Financial LLC2,767$212K0.21%-1,68513F-HRTimeline
YARGER WEALTH STRATEGIES, LLC2,766$212K0.09%-53813F-HRTimeline
Octavia Wealth Advisors, LLC2,763$211K0.02%new13F-HRTimeline
FAGAN ASSOCIATES, INC.2,759$211K0.03%013F-HRTimeline
Coastal Bridge Advisors, LLC2,746$210K0.01%-813F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD2,716$208K0.12%013F-HRTimeline
Lakeshore Financial Planning, Inc.2,713$208K0.08%013F-HRTimeline
V2 Financial group LLC2,705$207K0.1%new13F-HRTimeline
MIRAMONTES CAPITAL, LLC2,704$207K0.07%013F-HRTimeline
Chesley Taft & Associates LLC2,671$204K0.01%new13F-HRTimeline
Great Waters Wealth Management2,671$204K0.02%new13F-HRTimeline
Sage Mountain Advisors LLC2,652$203K0.01%+1913F-HRTimeline
Broussard Financial Group LLC2,648$203K0.16%-9013F-HRTimeline