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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
WESBANCO BANK INC3,314$291K0.01%new13F-HRTimeline
Wealth Watch Advisors, INC3,290$289K0.09%-2,60813F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC3,286$289K0.16%013F-HRTimeline
Glenview Trust Co3,266$287K<0.01%+2213F-HR/ATimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,261$287K0.02%new13F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.3,255$286K0.06%new13F-HRTimeline
Shotwell Rutter Baer Inc3,250$286K0.16%+11913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,248$285K<0.01%new13F-HR/ATimelineGroup
Accel Wealth Management3,227$284K0.06%new13F-HRTimeline
One Charles Private Wealth Services, LLC3,214$282K0.07%new13F-HRTimeline
Box Hill Private Wealth LLC3,207$282K0.23%+913F-HRTimeline
Fusion Family Wealth, LLC3,190$280K0.02%-2513F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,186$280K0.02%new13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC3,175$279K0.01%-10713F-HRTimeline
FINANCIAL CONSULATE, INC3,169$278K0.03%-3613F-HRTimeline
Zhang Financial LLC3,168$278K0.01%-82313F-HRTimeline
Presidio Capital Management, LLC3,144$276K0.07%-9913F-HRTimeline
CHOREO, LLC3,123$274K<0.01%-16813F-HRTimeline
Symphony Financial, Ltd. Co.3,128$274K0.03%new13F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC3,090$272K0.06%+15513F-HRTimeline
Compass Financial Group, INC/SD3,085$271K0.03%new13F-HRTimeline
Penbrook Management LLC3,075$270K0.17%-10513F-HRTimeline
Boomfish Wealth Group, LLC3,067$270K0.12%013F-HRTimeline
Optivise Advisory Services LLC3,067$270K0.14%-71913F-HRTimeline
Linscomb Wealth, Inc.3,056$269K0.01%-26013F-HRTimeline
Aaron Wealth Advisors LLC3,055$268K0.01%013F-HRTimeline
Chesley Taft & Associates LLC3,025$266K0.01%+35413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,014$265K0.01%+1913F-HRTimeline
MONETARY MANAGEMENT GROUP INC3,000$264K0.05%new13F-HRTimeline
Bawa N Mallick Trust3,000$264K0.09%013F-HRTimeline
Princeton Global Asset Management LLC2,997$263K0.04%+1,20313F-HRTimeline
Point Windward Advisors Inc.2,994$263K0.12%+37913F-HRTimeline
Cypress Capital Management LLC (WY)2,990$263K0.22%-14313F-HRTimeline
MOLLER WEALTH PARTNERS2,984$262K0.05%013F-HRTimeline
Sequent Asset Management, LLC2,983$262K0.11%013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…2,975$261K0.03%new13F-HRTimeline
M3 Advisory Group, LLC2,975$261K0.14%013F-HRTimeline
Iron Gate Global Advisors LLC2,956$260K0.03%013F-HRTimeline
Crescent Grove Advisors, LLC2,929$257K0.02%013F-HRTimeline
Kaydan Wealth Management, Inc.2,926$257K0.08%-2413F-HRTimeline
Rockline Wealth Management, LLC2,914$256K0.05%+27013F-HRTimeline
Pallas Capital Advisors LLC2,912$256K0.01%new13F-HRTimeline
Everhart Financial Group, Inc.2,911$256K0.02%+6213F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC2,900$255K0.15%-34313F-HRTimeline
F/m Investments LLC2,897$255K0.01%013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC2,894$254K0.08%new13F-HRTimeline
Parkside Financial Bank & Trust2,891$254K0.02%+8613F-HRTimeline
LaSalle St. Investment Advisors, LLC2,862$251K0.03%-43313F-HRTimeline
Hippocratic Financial Advisors, LLC2,860$251K0.09%+713F-HRTimeline
Pinnacle Bancorp, Inc.2,857$251K0.07%013F-HRTimeline
City Center Advisors, LLC2,856$251K0.2%-25913F-HRTimeline
GSG Advisors LLC2,828$249K0.05%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd2,823$248K<0.01%new13F-HRTimeline
Innovative Asset Advisors Group, LLC2,819$248K0.11%-14913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,811$247K0.01%new13F-HRTimelineGroup
Edgemoor Investment Advisors, Inc.2,799$246K0.02%-87513F-HRTimeline
CogentBlue Wealth Advisors, LLC2,796$246K0.14%013F-HRTimeline
Kendall Capital Management2,768$243K0.04%013F-HRTimeline
FAGAN ASSOCIATES, INC.2,759$242K0.03%013F-HRTimeline
Coastal Bridge Advisors, LLC2,747$241K0.01%+113F-HRTimeline
Glen Eagle Advisors, LLC2,733$240K0.03%+18713F-HRTimeline
Naviter Wealth, LLC2,727$240K0.02%new13F-HRTimeline
Strong Tower Advisory Services2,724$239K0.04%new13F-HRTimeline
Global Trust Wealth Management LLC2,715$239K0.16%new13F-HRTimeline
Winthrop Advisory Group LLC2,708$238K0.02%new13F-HRTimeline
V2 Financial group LLC2,705$238K0.09%013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD2,701$237K0.1%-1513F-HRTimeline
Godfrey Financial Associates, Inc.2,697$237K0.18%+10913F-HRTimeline
Summit Wealth Partners, LLC2,694$237K0.03%new13F-HRTimeline
Kingsman Wealth Management, Inc.2,693$237K0.11%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,693$237K<0.01%new13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,674$235K0.02%new13F-HRTimelineGroup
Sage Mountain Advisors LLC2,652$233K0.01%013F-HRTimeline
Broussard Financial Group LLC2,648$233K0.19%013F-HRTimeline
Crusonia Wealth Advisors LLC2,648$233K0.04%new13F-HRTimeline
Great Waters Wealth Management2,617$230K0.02%-5413F-HRTimeline
MFA Wealth Services2,612$230K0.14%new13F-HRTimeline
Kapstone Financial Advisors LLC2,610$229K0.1%new13F-HRTimeline
Williams Jones Wealth Management, LLC.2,602$229K<0.01%new13F-HRTimeline
Florida Trust Wealth Management Co2,581$227K0.01%new13F-HRTimeline
Breakwater Investment Management2,580$227K0.08%-30713F-HRTimeline
Members Trust Co2,580$227K0.01%new13F-HRTimeline
Soltis Investment Advisors LLC2,570$226K0.01%-1,29713F-HRTimeline
JMN Financial LLC2,561$225K0.18%-20613F-HRTimeline
OFS Enterprise LLC2,546$224K0.06%new13F-HRTimeline
Oakwell Private Wealth Management, LLC2,539$223K0.04%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Next Level Private LLC2,537$223K0.04%new13F-HRTimeline
Strid Group, LLC2,536$223K0.02%new13F-HRTimeline
Note Advisors, LLC2,519$221K0.1%new13F-HRTimeline
New Republic Capital, LLC2,515$221K0.05%new13F-HRTimeline
ORBA Wealth Advisors, L.L.C.2,495$219K0.19%new13F-HRTimeline
Finer Wealth Management, Inc.2,486$218K0.1%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …2,434$214K0.03%13F-HRTimelineGroup
JB Capital LLC2,433$214K0.01%new13F-HRTimeline
Baring Financial LLC2,421$213K0.12%new13F-HRTimeline
Apex Wealth Management, LLC2,414$212K0.13%new13F-HRTimeline
Wealthquest Corp2,408$212K0.01%new13F-HRTimeline
Single Point Partners, LLC2,407$212K0.04%new13F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,400$211K0.01%new13F-HRTimeline
Foguth Wealth Management, LLC.2,410$211K0.02%new13F-HRTimeline
Center For Asset Management LLC2,385$210K0.09%new13F-HRTimeline
Strategic Financial Services, Inc.2,365$208K0.01%new13F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC2,364$208K0.09%-73,37213F-HRTimeline
Ledyard National Bank2,360$207K0.02%new13F-HRTimeline
Sage Financial Management Group, Inc.2,350$207K0.06%new13F-HRTimeline
GC Wealth Management RIA, LLC2,334$205K0.01%new13F-HRTimeline
TRUST CO OF VERMONT2,332$205K0.01%13F-HRTimeline
Optas, LLC2,330$205K0.03%new13F-HRTimeline
DAVIS R M INC2,327$204K<0.01%-45013F-HRTimeline
SageGuard Financial Group, LLC2,324$204K0.03%new13F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA2,329$203K0.01%-4,08313F-HRTimelineGroup
Westmount Partners, LLC2,302$202K0.04%new13F-HRTimeline
Nicollet Investment Management, Inc.2,300$202K0.06%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,293$201K<0.01%+1,67413F-HRTimelineGroup
MEMBERS WEALTH LLC2,292$201K0.11%new13F-HRTimeline
Sugar Maple Asset Management, LLC2,290$201K0.13%new13F-HRTimeline
MRWM Advisors, LLC2,289$201K0.08%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,284$201K0.01%013F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC2,281$200K0.02%-2,67913F-HRTimeline
Salomon & Ludwin, LLC2,248$197K0.02%+68813F-HRTimeline
Bullock Wealth Management Group2,217$195K0.08%-1,29313F-HRTimeline
Glassman Wealth Services2,205$194K0.02%013F-HRTimeline
Walsh & Associates, LLC2,178$191K0.16%-65513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,139$188K0.01%013F-HRTimeline
Napier Financial, LLC2,104$185K0.04%+10513F-HRTimeline
BLUELINE ADVISORS LLC2,082$183K0.13%+4213F-HRTimeline
HHM Wealth Advisors, LLC2,076$182K0.02%013F-HRTimeline
Wilkerson Advisory Group LLC2,075$182K0.06%+25313F-HRTimeline
CONQUIS FINANCIAL LLC2,056$181K0.15%+1,51013F-HRTimeline
Robinswood Financial LLC1,941$171K0.05%+513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,928$169K0.02%+98513F-HRTimeline
Graney & King, LLC1,910$168K0.06%013F-HRTimeline
Keating Financial Advisory Services, In…1,875$165K0.02%+15013F-HRTimeline
Indiana Trust & Investment Management Co1,850$163K0.04%013F-HRTimeline
Quent Capital, LLC1,846$162K0.01%013F-HRTimeline
Oakmont Advisory Group, LLC1,843$162K0.14%new13F-HRTimeline
TSFG, LLC1,816$160K0.02%+1,74113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,720$151K0.01%013F-HRTimeline
Robbins Farley1,717$151K0.06%new13F-HRTimeline
Winthrop Capital Management, LLC1,650$145K0.04%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,559$137K0.02%+10013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…1,519$133K0.05%new13F-HRTimeline
CX Institutional1,512$133K<0.01%-36213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,501$132K0.03%+113F-HRTimeline
LifeSteps Financial, Inc.1,490$131K0.06%new13F-HRTimeline
Darwin Wealth Management, LLC1,488$131K0.04%-37913F-HRTimeline
Timbuktu Capital Management, LLC1,466$129K0.19%13F-HRTimeline
Signature Resources Capital Management,…1,452$128K0.05%+813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,450$127K<0.01%-28013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NFSG Corp1,423$125K0.02%+213F-HRTimeline
Rialto Wealth Management, LLC1,396$123K0.02%013F-HRTimeline
NEPC LLC1,387$122K<0.01%-5113F-HRTimeline
Measured Wealth Private Client Group, L…1,331$117K0.03%013F-HRTimeline
HFM Investment Advisors, LLC1,309$115K0.04%-94213F-HRTimeline
GAMMA Investing LLC1,305$115K<0.01%+79513F-HRTimeline
RHL GROUP, LLC1,302$115K0.1%+1,17013F-HRTimeline
UMB Bank, n.a.1,296$114K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ELEVATION WEALTH PARTNERS, LLC1,276$112K0.03%+91213F-HRTimeline
Private Wealth Asset Management, LLC1,244$109K0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,242$109K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,229$108K<0.01%+1,02913F-HRTimeline
Planning Strategies Inc.1,200$105K0.07%13F-HRTimeline
Harbor Asset Planning, Inc.1,198$105K0.08%+313F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,192$105K0.02%new13F-HRTimeline
Clearstead Trust, LLC1,169$103K0.01%-10413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,166$103K0.04%013F-HRTimeline
Meramec Financial Planners, LLC1,177$102K0.04%+17713F-HRTimeline
BALLAST ADVISORS LLC1,165$102K0.02%013F-HRTimeline
TFC Financial Management, Inc.1,130$99.3K0.01%-10013F-HRTimeline
Centerpoint Advisors, LLC1,119$98K0.03%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,107$97.3K0.01%+72413F-HRTimeline
AMERIFLEX GROUP, INC.1,100$96.7K0.04%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,091$95.9K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC1,082$95.1K<0.01%-15,38713F-HRTimeline
COUNTRY TRUST BANK1,077$94.6K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC1,077$94.6K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,054$92.6K0.01%013F-HR/ATimeline
Dunhill Financial, LLC1,009$88.7K0.02%+313F-HRTimeline
RMG Wealth Management LLC959$87.2K0.01%new13F-HRTimeline
Bogart Wealth, LLC970$85.2K<0.01%+313F-HRTimeline
Align Financial, LLC948$83.3K0.04%013F-HRTimeline
Smithfield Trust Co924$82K<0.01%013F-HRTimeline
Winch Advisory Services, LLC924$81.2K0.02%+213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…916$80.5K<0.01%new13F-HRTimelineGroup
Rosenberg Matthew Hamilton913$80.2K0.01%013F-HRTimeline
CVA Family Office, LLC879$77.2K0.01%013F-HRTimeline
Principia Wealth Advisory, LLC871$76.5K0.04%+28413F-HRTimeline
Vermillion Wealth Management, Inc.859$75.5K0.02%013F-HRTimeline
Frankly Finances, LLC842$74K0.06%new13F-HR/ATimeline
Torren Management, LLC824$72.4K0.04%+213F-HRTimeline
ROTHSCHILD INVESTMENT LLC822$72.3K<0.01%+213F-HRTimeline
FAS Wealth Partners, Inc.808$71K<0.01%+28313F-HRTimeline
Basepoint Wealth LLC787$69.2K0.04%013F-HRTimeline
Sachetta, LLC780$68.5K0.03%new13F-HRTimeline
NorthAvenue LLC777$68.3K0.05%new13F-HRTimeline
Washington Trust Advisors, Inc.766$67.3K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB750$65.9K<0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC728$64K0.02%new13F-HRTimeline
GW&K Investment Management, LLC708$62K<0.01%013F-HRTimeline
Miller Capital Partners, Inc.671$59K0.02%013F-HRTimeline