Skip to content
Disclosery

SPYM SPDR SERIES TRUST

Follow

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
Rockline Wealth Management, LLC2,644$202K0.04%-6613F-HRTimeline
CULBERTSON A N & CO INC2,624$201K0.03%013F-HRTimeline
Point Windward Advisors Inc.2,615$200K0.1%+2313F-HRTimeline
Sound Income Strategies, LLC2,592$200K0.01%+1,55613F-HRTimeline
Godfrey Financial Associates, Inc.2,588$198K0.17%+30113F-HRTimeline
Glen Eagle Advisors, LLC2,546$195K0.03%+22413F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2,430$186K0.03%+413F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,284$175K0.01%new13F-HRTimelineGroup
HFM Investment Advisors, LLC2,251$172K0.07%+1,09713F-HRTimeline
Glassman Wealth Services2,205$169K0.02%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,139$164K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC2,076$159K0.02%+1,77113F-HRTimeline
BLUELINE ADVISORS LLC2,040$156K0.12%-2713F-HRTimeline
Napier Financial, LLC1,999$153K0.04%new13F-HRTimeline
Robinswood Financial LLC1,936$148K0.05%new13F-HR/ATimeline
Team Financial Group, LLC1,918$147K0.07%+23513F-HRTimeline
Graney & King, LLC1,910$146K0.08%-8613F-HRTimeline
CX Institutional1,874$143K<0.01%-95413F-HRTimeline
Darwin Wealth Management, LLC1,867$143K0.04%+313F-HRTimeline
Indiana Trust & Investment Management Co1,850$142K0.04%-15013F-HRTimeline
Quent Capital, LLC1,846$141K0.01%013F-HRTimeline
Wilkerson Advisory Group LLC1,822$139K0.05%-1,05913F-HRTimeline
Princeton Global Asset Management LLC1,794$137K0.02%+27613F-HRTimeline
Keating Financial Advisory Services, In…1,725$132K0.02%+2313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,730$132K<0.01%+1,38513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,720$132K0.01%new13F-HRTimeline
Financial Connections Group, Inc.1,682$128K0.04%013F-HRTimeline
Winthrop Capital Management, LLC1,650$126K0.03%013F-HRTimeline
Wellington Grp LLC1,590$122K0.04%-1,60513F-HRTimeline
Salomon & Ludwin, LLC1,560$120K0.01%-1,00113F-HRTimeline
Hurley Capital, LLC1,553$119K0.06%+73613F-HRTimeline
CENTRAL TRUST Co1,535$117K<0.01%+1813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,500$115K0.03%+28713F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,459$112K0.02%+2113F-HRTimeline
Signature Resources Capital Management,…1,444$111K0.05%+70413F-HRTimeline
NEPC LLC1,438$110K<0.01%013F-HRTimeline
NFSG Corp1,421$109K0.02%+113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,407$109K0.01%-1,40613F-HRTimeline
Rialto Wealth Management, LLC1,396$107K0.02%013F-HRTimeline
Measured Wealth Private Client Group, L…1,331$102K0.03%+68213F-HRTimeline
EASTERN BANK1,304$99.8K<0.01%+1,20713F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…1,282$98.1K<0.01%new13F-HRTimelineGroup
Clearstead Trust, LLC1,273$97.4K0.02%+23613F-HRTimeline
Private Wealth Asset Management, LLC1,244$95.2K0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,242$95.1K<0.01%-113F-HRTimeline
TFC Financial Management, Inc.1,230$94.1K0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.1,195$91.4K0.08%+313F-HRTimeline
North Ridge Wealth Advisors, Inc.1,192$91.2K0.05%+21713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,166$89.3K0.04%+113F-HRTimeline
BALLAST ADVISORS LLC1,165$89.2K0.03%-9613F-HR/ATimeline
Centerpoint Advisors, LLC1,119$86K0.03%013F-HRTimeline
Sunbelt Securities, Inc.1,091$83.5K0.01%+9813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,091$83.5K0.01%+45013F-HRTimeline
Meramec Financial Planners, LLC1,000$83.4K0.03%013F-HRTimeline
Beaird Harris Wealth Management, LLC1,077$82.4K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,054$80.7K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,053$80.6K0.01%+97313F-HRTimelineGroup
Dunhill Financial, LLC1,006$77.1K0.02%+213F-HRTimeline
Park Square Financial Group, LLC1,003$76.8K0.58%-1,34513F-HRTimeline
Bogart Wealth, LLC967$74.1K<0.01%+67713F-HRTimeline
Align Financial, LLC948$72.6K0.04%-75,10113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP943$72.2K0.01%013F-HRTimeline
Winch Advisory Services, LLC922$70.6K0.02%+213F-HRTimeline
Smithfield Trust Co924$70K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton913$69.9K0.01%013F-HRTimeline
CVA Family Office, LLC879$67.3K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.859$65.7K0.03%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…859$65.7K0.03%-24313F-HRTimelineGroup
Torren Management, LLC822$62.9K0.03%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC820$62.8K<0.01%+213F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.808$61.8K0.01%new13F-HRTimeline
Global Wealth Strategies & Associates799$61.2K0.02%013F-HRTimeline
Basepoint Wealth LLC787$60.2K0.03%+113F-HRTimeline
Washington Trust Advisors, Inc.766$58.6K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB750$57.4K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank737$56.4K0.02%-24813F-HRTimelineGroup
GW&K Investment Management, LLC708$54K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management707$54K0.01%new13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI700$53.6K0.01%013F-HRTimeline
CURIO WEALTH, LLC699$53.5K0.02%013F-HRTimeline
Miller Capital Partners, Inc.671$51.4K0.02%013F-HRTimeline
Strategic Advocates LLC655$50.1K0.22%-1,04513F-HRTimeline
Delos Wealth Advisors, LLC654$50.1K0.03%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.619$47.3K<0.01%+50013F-HRTimelineGroup
CONQUIS FINANCIAL LLC546$45.5K0.04%+16213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.589$45.1K0.02%-15613F-HRTimeline
North Star Investment Management Corp.588$45K<0.01%+213F-HRTimeline
Principia Wealth Advisory, LLC587$44.9K0.03%+56713F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC586$44.9K0.02%new13F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.582$44.5K0.03%013F-HRTimeline
TrustBankin group TrustBank582$44.5K0.02%new13F-HRTimelineGroup
Pacifica Partners Inc.580$44.4K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…559$42.8K0.03%013F-HRTimeline
Trask Adam Roland550$42.1K0.04%13F-HRTimeline
FAS Wealth Partners, Inc.525$40.2K<0.01%-18113F-HRTimeline
Trust Co518$39.6K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB515$39.4K<0.01%013F-HRTimeline
GAMMA Investing LLC510$39K<0.01%-213F-HRTimeline
SWAN Capital LLC509$38.9K0.01%+113F-HRTimeline
ASHTON THOMAS SECURITIES, LLC487$37.3K<0.01%new13F-HRTimeline
Heritage Wealth Advisors484$37K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC474$36.3K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC463$35.4K0.02%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC400$33.8K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC433$33.1K0.01%013F-HRTimeline
Investment Research & Advisory Group, I…430$32.9K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC429$32.8K0.01%013F-HRTimeline
Strategic Wealth Advisors LLC418$31K0.02%new13F-HRTimeline
Strive Financial Group ,LLC408$31K0.02%-14913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…400$30.6K<0.01%new13F-HRTimeline
Opal Wealth Advisors, LLC388$29.7K0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources385$29.5K<0.01%new13F-HRTimelineGroup
Turtle Creek Wealth Advisors, LLC383$29.3K<0.01%new13F-HRTimeline
CDKV HOLDINGS LLC378$28.9K0.03%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC364$27.8K0.01%+113F-HRTimeline
BFSG, LLC355$27.2K<0.01%-1713F-HRTimeline
VSM Wealth Advisory, LLC346$26.5K0.01%013F-HRTimeline
Register Financial Advisors LLC321$24.6K0.01%+30913F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA307$23.5K0.05%new13F-HRTimeline
Reyes Financial Architecture, Inc.300$23K0.02%013F-HRTimeline
Bravera Wealth276$21.1K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC271$20.7K0.01%+113F-HRTimeline
DiNuzzo Private Wealth, Inc.270$20.7K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC256$19.6K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.233$17.8K<0.01%013F-HRTimeline
Community Financial Services Group, LLC220$17K<0.01%new13F-HRTimeline
MCF Advisors LLC216$16.5K<0.01%+5713F-HRTimeline
Pacific Center for Financial Services212$16.2K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp207$15.8K<0.01%013F-HRTimelineGroup
SIMA Wealth Partners, LLC204$15.6K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC200$15.3K<0.01%+8313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC200$15.3K0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp175$14.5K0.01%+15613F-HR/ATimeline
HIGHLINE WEALTH PARTNERS LLC183$14K<0.01%-44213F-HRTimeline
Wagner Wealth Management, LLC180$13.8K<0.01%+113F-HRTimeline
OAKWORTH CAPITAL, INC.172$13.2K<0.01%013F-HRTimeline
IFG Advisory, LLC171$13.1K0.04%-298,55313F-HRTimeline
SYM FINANCIAL Corp167$12.8K<0.01%new13F-HRTimeline
EPG Wealth Management LLC161$12.3K<0.01%+713F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.158$12.1K0.01%-913F-HRTimelineGroup
FIDUCIARY ADVISORS, INC.152$11.7K0.01%013F-HRTimeline
New England Capital Financial Advisors …151$11.5K<0.01%013F-HRTimeline
Stone House Investment Management, LLC145$11.1K<0.01%-797,56513F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC133$10.2K0.02%new13F-HRTimeline
RHL GROUP, LLC132$10.1K0.01%-6413F-HRTimeline
Cornerstone Financial Management LLC132$10.1K0.01%013F-HR/ATimeline
Dixon Mitchell Investment Counsel Inc.130$9.95K<0.01%new13F-HRTimeline
YANKCOM Partnership127$9.72K<0.01%-4413F-HRTimeline
Providence Capital Advisors, LLC125$9.57K<0.01%013F-HRTimeline
Missouri Trust & Investment Co125$9.57K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…117$8.96K<0.01%+10813F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO104$7.96K<0.01%013F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC97$7.45K<0.01%+4913F-HRTimeline
Roxbury Financial LLC97$7.43K0.01%013F-HRTimeline
Clayton Financial Group LLC80$6.12K<0.01%013F-HRTimeline
TSFG, LLC75$6K<0.01%+113F-HRTimeline
BIRCHBROOK, INC.76$5.82K<0.01%013F-HRTimeline
Truvestments Capital LLC75$5.74K<0.01%+7213F-HRTimeline
Wells Financial Advisors INC73$5.59K0.03%-12713F-HRTimeline
Strengthening Families & Communities, L…62$4.75K<0.01%-18413F-HRTimeline
FIRST HORIZON CORP53$4.06K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC50$3.83K<0.01%013F-HRTimeline
Main Street Group, LTD49$3.75K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.48$3.67K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC45$3.44K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC40$3.06K<0.01%013F-HRTimeline
Avion Wealth46$3K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.31$2.39K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC31$2.37K<0.01%013F-HRTimeline
Operose Advisors LLC30$2.3K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC27$2.07K<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/29$2K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC23$1.77K<0.01%+313F-HRTimeline
LRI Investments, LLC22$1.68K<0.01%new13F-HRTimeline
WealthCollab, LLC21$1.61K<0.01%013F-HRTimeline
Davis Capital Management21$1.61K<0.01%013F-HRTimeline
Fairway Wealth LLC20$1.53K<0.01%+1913F-HRTimeline
Quaker Wealth Management, LLC14$1.07K<0.01%+413F-HRTimeline
MTM Investment Management, LLC14$1.07K<0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc12$918<0.01%-913F-HRTimeline
Nalls Sherbakoff Group, LLC10$732<0.01%013F-HRTimeline
Versant Capital Management, Inc9$727<0.01%013F-HRTimeline
HOWE & RUSLING INC8$628<0.01%013F-HRTimeline
Dogwood Wealth Management LLC7$536<0.01%013F-HRTimeline
Solstein Capital, LLC3$230<0.01%013F-HRTimeline
2UniFi Bank3$230<0.01%013F-HRTimeline
Longview Financial Advisors LLC3$230<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC2$153<0.01%new13F-HRTimeline
MASECO LLP2$153<0.01%-613F-HRTimeline
Smallwood Wealth Investment Management,…0$39<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
OGOREK ANTHONY JOSEPH /NY/ /ADV1$00%-49813F-HR/ATimelineValue filed as zero, left out of ratios.
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline