Skip to content
Disclosery

SPYM SPDR SERIES TRUST

Follow

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
Winthrop Capital Management, LLC1,650$132K0.03%013F-HRTimeline
Safe Harbor Fiduciary, LLC1,611$129K0.11%13F-HRTimeline
Northwest Capital Management Inc1,547$124K0.54%-40113F-HRTimeline
Princeton Global Asset Management LLC1,518$122K0.02%new13F-HRTimeline
CENTRAL TRUST Co1,517$122K<0.01%+33713F-HRTimeline
NEPC LLC1,438$115K<0.01%new13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,438$115K0.02%-16913F-HRTimeline
NFSG Corp1,420$114K0.02%+213F-HRTimeline
New Republic Capital, LLC1,410$113K0.03%new13F-HRTimeline
Rialto Wealth Management, LLC1,396$112K0.03%-9013F-HRTimeline
BALLAST ADVISORS LLC1,261$101K0.03%-12313F-HRTimeline
Private Wealth Asset Management, LLC1,244$99.8K0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,243$99.7K<0.01%+113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,213$97.3K0.03%+16513F-HRTimeline
Harbor Asset Planning, Inc.1,192$95.6K0.08%+413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,165$93.5K0.03%new13F-HRTimeline
HFM Investment Advisors, LLC1,154$92.6K0.04%+11613F-HRTimeline
Centerpoint Advisors, LLC1,119$90K0.03%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,102$88.4K0.04%-1,01513F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC1,097$88K0.02%new13F-HRTimeline
Beaird Harris Wealth Management, LLC1,077$86.4K0.01%+8213F-HRTimeline
New Millennium Group LLC1,061$85.1K0.04%+14513F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,054$84.6K0.01%13F-HRTimeline
Sound Income Strategies, LLC1,036$84.3K<0.01%+42513F-HRTimeline
Clearstead Trust, LLC1,037$83.2K0.01%+38713F-HRTimeline
Meramec Financial Planners, LLC1,000$81.3K0.03%13F-HRTimeline
Dunhill Financial, LLC1,004$80.6K0.02%+213F-HRTimeline
Sunbelt Securities, Inc.993$79.7K0.01%013F-HRTimeline
United Community Bankin group United Community Bank985$79K0.03%-21013F-HRTimelineGroup
North Ridge Wealth Advisors, Inc.975$78.2K0.04%+5513F-HRTimeline
Align Financial, LLC76,049$76K0.05%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP943$75.6K0.01%013F-HRTimeline
Smithfield Trust Co924$74K<0.01%013F-HRTimeline
Winch Advisory Services, LLC920$73.8K0.02%-2313F-HRTimeline
Rosenberg Matthew Hamilton913$73.2K0.02%013F-HRTimeline
Commonwealth Retirement Investments LLC897$71.9K0.02%new13F-HRTimeline
Wealth Watch Advisors, INC882$70.8K0.03%+33613F-HRTimeline
CVA Family Office, LLC879$70.5K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.859$68.9K0.03%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC818$65.6K<0.01%+213F-HRTimeline
Hurley Capital, LLC817$65.5K0.04%+15113F-HRTimeline
Global Wealth Strategies & Associates799$64.1K0.02%013F-HRTimeline
Basepoint Wealth LLC786$63.1K0.04%new13F-HRTimeline
Washington Trust Advisors, Inc.766$61.4K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC755$61.2K0.05%+213F-HRTimeline
MassMutual Private Wealth & Trust, FSB750$60.2K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.745$59.8K0.03%013F-HRTimeline
Signature Resources Capital Management,…740$59.4K0.03%+2313F-HRTimeline
GW&K Investment Management, LLC708$57K<0.01%013F-HRTimeline
CURIO WEALTH, LLC699$56.9K0.02%new13F-HRTimeline
FAS Wealth Partners, Inc.706$56.6K<0.01%+39813F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI700$56.2K0.01%013F-HRTimeline
Miller Capital Partners, Inc.671$53.8K0.03%13F-HRTimeline
Measured Wealth Private Client Group, L…649$52.1K0.01%-31613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC641$51.4K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.80$51.2K<0.01%+213F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC625$50.1K0.01%-813F-HRTimeline
North Star Investment Management Corp.586$47K<0.01%+213F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.582$46.7K0.03%013F-HRTimeline
Pacifica Partners Inc.580$46.6K0.02%013F-HRTimeline
Comprehensive Financial Planning, Inc./…559$44.8K0.03%013F-HRTimeline
Strive Financial Group ,LLC557$44.7K0.02%13F-HR/ATimeline
Quattro Advisors LLC536$43K0.03%13F-HRTimeline
Wilmington Savings Fund Society, FSB515$41.3K<0.01%013F-HRTimeline
GAMMA Investing LLC512$41.1K<0.01%013F-HRTimeline
SWAN Capital LLC508$40.7K0.02%new13F-HRTimeline
WEBSTER BANK, N. A.500$40.1K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV499$40K0.01%+113F-HRTimeline
Heritage Wealth Advisors484$38.8K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC474$38K<0.01%-3513F-HRTimeline
Frazier Financial Advisors, LLC463$37.1K0.02%013F-HRTimeline
Modus Advisors, LLC453$36.3K0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC440$35.3K0.02%013F-HRTimeline
Valued Wealth Advisors LLC433$34.7K0.02%new13F-HRTimeline
Investment Research & Advisory Group, I…430$34.5K0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC429$34.4K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC400$32.1K<0.01%new13F-HRTimeline
CONQUIS FINANCIAL LLC384$30.8K0.03%new13F-HRTimeline
CDKV HOLDINGS LLC378$30.3K0.03%13F-HRTimeline
BFSG, LLC372$29.8K<0.01%+20613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC363$29.1K0.01%-21013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.345$28K<0.01%+17013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VSM Wealth Advisory, LLC346$27.8K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC305$24.5K<0.01%-31113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC300$24.1K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.300$24.1K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA292$23.4K0.02%013F-HRTimeline
Bogart Wealth, LLC290$23.3K<0.01%new13F-HRTimeline
Bravera Wealth276$22.1K0.01%13F-HRTimeline
DiNuzzo Private Wealth, Inc.270$21.7K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC270$21.7K0.01%+113F-HRTimeline
Jessup Wealth Management, Inc256$20.5K0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC256$20.5K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…246$19.7K0.01%+713F-HRTimeline
SJS Investment Consulting Inc.233$18.7K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC223$17.9K0.01%013F-HRTimeline
Pacific Center for Financial Services212$16.6K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp207$16.6K<0.01%-1513F-HRTimelineGroup
SIMA Wealth Partners, LLC204$16.4K0.01%013F-HRTimeline
Wells Financial Advisors INC200$16K0.03%-12,81513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC200$16K0.01%new13F-HRTimeline
RHL GROUP, LLC196$15.7K0.01%13F-HRTimeline
Navalign, LLC189$15.2K<0.01%new13F-HRTimeline
Ankerstar Wealth, LLC180$14.4K0.01%13F-HRTimeline
Wagner Wealth Management, LLC179$14.4K<0.01%-5013F-HRTimeline
HAZLETT, BURT & WATSON, INC.169$14K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.172$13.8K<0.01%013F-HRTimeline
YANKCOM Partnership171$13.7K0.01%new13F-HRTimeline
Key Capital Management, INC167$13.4K0.01%13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.167$13.4K<0.01%+3313F-HRTimelineGroup
MCF Advisors LLC159$12.8K<0.01%-72613F-HRTimeline
EPG Wealth Management LLC154$12.4K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.152$12.2K0.01%-1,52513F-HRTimeline
New England Capital Financial Advisors …151$12.1K<0.01%+113F-HRTimeline
Pillar Financial Advisors, LLC147$11.8K0.01%new13F-HRTimeline
ORG Partners LLC146$11.7K<0.01%-18113F-HRTimeline
Blue Trust, Inc.145$11.6K<0.01%-5413F-HRTimeline
Camelot Portfolios, LLC138$11.1K0.01%new13F-HRTimeline
Cornerstone Financial Management LLC132$10.6K0.01%13F-HR/ATimeline
ALERUS FINANCIAL NA128$10.3K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC125$10K<0.01%013F-HRTimeline
Missouri Trust & Investment Co125$10K<0.01%013F-HRTimeline
Integrity Financial Corp /WA122$9.79K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.119$9.55K<0.01%new13F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC117$9.39K<0.01%-52713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO104$8.34K<0.01%013F-HRTimelineGroup
Mowery & Schoenfeld Wealth Management, …104$8.34K0.01%new13F-HRTimeline
EASTERN BANK97$7.78K<0.01%013F-HRTimeline
Roxbury Financial LLC97$7.77K0.01%013F-HRTimeline
Clayton Financial Group LLC80$6.4K<0.01%new13F-HRTimeline
BIRCHBROOK, INC.76$6.1K<0.01%new13F-HRTimeline
TSFG, LLC74$6K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC72$6K<0.01%-23113F-HRTimelineGroup
Center for Financial Planning, Inc.68$5.46K<0.01%-40113F-HRTimeline
FIRST HORIZON CORP53$4.25K<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC50$4.01K<0.01%13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC48$3.86K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.48$3.85K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC45$3.61K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC40$3.21K<0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.38$3.05K<0.01%13F-HRTimeline
Avion Wealth46$3K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC36$2.89K<0.01%013F-HRTimeline
Garton & Associates Financial Advisors …35$2.81K<0.01%13F-HRTimeline
SOA Wealth Advisors, LLC.31$2.5K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC31$2.49K<0.01%013F-HRTimeline
Operose Advisors LLC30$2.41K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC28$2.25K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC27$2.17K<0.01%13F-HRTimeline
HORIZON BANCORP INC /IN/29$2K<0.01%013F-HRTimeline
Davis Capital Management21$1.69K<0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc21$1.69K<0.01%+913F-HRTimeline
WealthCollab, LLC21$1.69K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC20$1.61K<0.01%+513F-HRTimeline
Principia Wealth Advisory, LLC20$1.6K<0.01%013F-HRTimeline
Stephens Consulting, LLC19$1.52K<0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp19$1.52K<0.01%new13F-HR/ATimeline
Elyxium Wealth, LLC15$1.2K<0.01%new13F-HRTimeline
MTM Investment Management, LLC14$1.12K<0.01%013F-HRTimeline
Register Financial Advisors LLC12$963<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC10$803<0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC10$766<0.01%013F-HRTimeline
Versant Capital Management, Inc9$760<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9$722<0.01%-168,58813F-HRTimelineGroup
HOWE & RUSLING INC8$657<0.01%013F-HRTimeline
MASECO LLP8$642<0.01%013F-HRTimeline
Dogwood Wealth Management LLC7$562<0.01%013F-HRTimeline
Cresta Advisors, Ltd.6$482<0.01%new13F-HRTimeline
Blume Capital Management, Inc.4$321<0.01%-6413F-HRTimeline
GODSEY & GIBB, INC3$241<0.01%new13F-HRTimeline
Solstein Capital, LLC3$241<0.01%new13F-HRTimeline
Truvestments Capital LLC3$241<0.01%013F-HRTimeline
2UniFi Bank3$241<0.01%013F-HRTimeline
Longview Financial Advisors LLC3$241<0.01%new13F-HRTimeline
Fairway Wealth LLC1$80<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…0$41<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.