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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,238 managers (1,255 13F filers) reported a position in SPYM shares at 2024-12-31, 536,995,009 shares in all. 110 filers opened a position and 51 filers sold out during the quarter.

Managers
1,238
13F filers
1,255
New
110
Added
552
Reduced
373
Sold out
51
Shares held by filers
536,995,009

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Betterment LLC52,912,384$3.65B8.7%+3,824,68813F-HRTimeline
LPL Financial LLC39,316,849$2.71B1.1%+3,687,14613F-HRTimeline
Creative Planningin group Creative Planning30,413,021$2.1B2.04%+921,18513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP15,584,437$1.07B1.02%+15,476,45513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.15,463,978$1.07B0.2%+2,250,00613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding13,275,489$915M+1,585,524Timeline
Advance Capital Management, Inc.12,226,421$843M38.59%-320,34813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,849,034$679M0.05%+343,31913F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,551,609$659M1.48%+1,755,25313F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,426,927$650M0.05%-1,219,33713F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE9,269,022$639M0.93%-1,492,83013F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO9,052,600$624M11.78%+1,410,00013F-HRTimeline
National Mutual Insurance Federation of…in group National Mutual Insurance Fed…8,953,000$617M5.29%+1,398,00013F-HRTimelineGroup
CWM, LLCin group CWM, LLC7,871,008$543M2.25%+657,33513F-HRTimelineGroup
OneDigital Investment Advisors LLC7,571,579$522M6.05%+12,07513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,179,840$495M0.05%-1,322,79013F-HRTimelineGroup
Clark Capital Management Group, Inc.7,116,129$491M3.43%+689,47613F-HRTimeline
Financial Engines Advisors L.L.C.5,014,392$346M0.73%+19,30313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC4,755,325$328M6.64%+1,460,71013F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC4,704,127$325M27.29%+213,82013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,698,481$324M0.08%+780,45113F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …4,619,911$318M0.28%+657,00513F-HRTimelineGroup
Stadion Money Management, LLC4,506,659$311M24.31%-251,04313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,354,621$300M0.06%+2,804,36513F-HRTimelineGroup
Advocacy Wealth Management, LLC4,294,685$296M22.51%-462,93013F-HRTimeline
Private Advisor Group, LLC4,058,916$280M1.58%+173,33313F-HRTimeline
GM Advisory Group, LLC4,040,140$279M15.42%+569,95313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,914,161$270M0.1%13F-HR/ATimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding3,732,313$257M+337,276Timeline
TD PRIVATE CLIENT WEALTH LLC3,613,912$249M6.97%+408,54313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,540,572$244M9.8%+9,47713F-HRTimelineGroup
HighTower Advisors, LLC3,504,658$242M0.33%+1,280,11313F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding3,437,600$237M+1,350,400Timeline
NorthRock Partners, LLC3,219,273$222M7.24%+3,216,42913F-HR/ATimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers3,179,840$219M0.41%+2,121,17913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3,154,869$217M0.59%-290,40913F-HRTimelineGroup
Independent Advisor Alliance3,066,946$211M2.8%+2,922,21913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,716,815$187M0.05%+155,00413F-HRTimelineGroup
Cetera Investment Advisers2,664,733$184M0.38%+291,02813F-HRTimeline
Peterson Wealth Advisors, LLC2,366,964$165M29.7%-34,92513F-HRTimeline
Mariner, LLCin group Mariner, LLC2,368,661$163M0.27%-19,39813F-HRTimelineGroup
AE Wealth Management LLC2,343,820$162M1.37%-118,87413F-HRTimeline
Global Retirement Partners, LLC2,340,449$161M4.62%+95,92913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,204,467$152M0.13%+110,19113F-HRTimelineGroup
NewEdge Advisors, LLC2,099,841$145M0.87%+363,33913F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The2,076,790$143M3.03%new13F-HRTimelineGroup
Tennessee Valley Asset Management Partn…1,888,722$130M21.79%-24,14613F-HRTimeline
Austin Private Wealth, LLC1,843,551$127M11.93%+3,84813F-HRTimeline
SPINNAKER TRUST1,806,414$125M7.85%+1,008,85813F-HRTimeline
Cambridge Investment Research Advisors,…1,798,653$124M0.41%+159,26013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,763,706$122M0.23%+337,35213F-HR/ATimeline
Sand Hill Global Advisors, LLC1,663,681$115M4.85%+9,26113F-HRTimeline
Aptus Capital Advisors, LLC1,595,653$110M1.31%+318,46313F-HRTimeline
UBS Group AGin group UBS Group AG1,584,244$109M0.02%+548,21713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,580,015$109M0.38%+181,63013F-HRTimeline
Good Life Advisors, LLC1,578,323$109M7.92%+56,13713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,576,445$109M6.86%+379,83013F-HRTimelineGroup
Integrated Wealth Concepts LLC1,518,849$105M1.22%-14,36313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,415,118$97.6M7.92%+85,84013F-HR/ATimeline
AlphaStar Capital Management, LLC1,364,468$94.1M9.83%-284,35513F-HRTimeline
KWB Wealth1,329,636$89.8M11.12%-29,65513F-HRTimeline
Standpoint Asset Management, LLC1,279,200$88.2M17%013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,255,858$86.6M+166,113Timeline
TAIYO LIFE INSURANCE CO1,235,500$85.2M6.9%-310,00013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,224,824$84.4M<0.01%-39,77213F-HRTimelineGroup
RiverFront Investment Group, LLC1,219,301$84.1M1.91%+24,95813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,188,342$81.9M0.02%+188,03413F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding1,167,768$80.5M-138,492Timeline
AGUR PROVIDENT & TRAINING FUNDS MANAGEM…1,128,194$77.8M29.76%-543,50013F-HRTimeline
Compass Ion Advisors, LLC1,102,789$76M9.02%+3,89013F-HRTimeline
CFS Investment Advisory Services, LLC1,095,206$75.5M6.77%-7,92413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …1,071,126$73.8M6.28%new13F-HRTimelineGroup
Horizon Wealth Management, LLC1,053,759$72.6M12.64%-161,02213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,048,412$72.3M0.11%+130,12313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,023,100$70.5M+26,974Timeline
49 WEALTH MANAGEMENT, LLC1,022,501$70.5M10.05%+175,05113F-HRTimeline
Badgley Phelps Wealth Managers, LLC1,008,412$69.5M1.62%+11,87313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC998,848$68.9M5.5%+32,52913F-HRTimeline
Intrua Financial, LLC993,102$68.5M11.12%-40,03313F-HRTimeline
N.E.W. Advisory Services LLC980,244$67.6M6.42%-257,58113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…976,167$67.6M0.27%+446,06913F-HRTimelineGroup
Crews Bank & Trust969,010$66.8M11.26%13F-HRTimeline
Allen Capital Group, LLC930,358$64.1M7.86%-13,30713F-HRTimeline
First Command Advisory Services, Inc.925,058$63.8M0.6%new13F-HRTimeline
Vertex Planning Partners, LLC913,782$63M13.9%+432,00413F-HRTimeline
Brown Financial Advisory911,088$62.8M44.73%+28,49913F-HRTimeline
Sterling Group Wealth Management, LLC900,222$62.1M32.2%+27,52313F-HRTimeline
Detalus Advisors, LLC897,737$61.9M20.38%+10,83613F-HRTimeline
Security Financial Services, INC.894,743$61.7M12.56%-12,24513F-HRTimeline
Lifelong Wealth Advisors, Inc.880,614$60.5M27.22%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…876,615$60.4M1.35%+111,22813F-HRTimelineGroup
O'Dell Group, LLC868,710$59.9M13.53%-15,24313F-HRTimeline
New Perspectives, Inc866,924$59.8M32.03%-16,57213F-HRTimeline
Wealthspire Advisors, LLC863,733$59.5M0.59%+77,75313F-HRTimeline
O'Brien Wealth Partners LLC860,342$59.3M10.69%+105,18013F-HRTimeline
One Wealth Advisors, LLC858,021$59.2M8.78%+2,49113F-HRTimeline
IHT Wealth Management, LLC852,437$58.8M1.9%+62,46113F-HRTimeline
INTEGRITY ALLIANCE, LLC.846,773$58.4M6.33%13F-HRTimeline
Avidian Wealth Enterprises, LLC840,241$57.9M2.6%+8,60113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC835,452$57.6M0.45%-201,69613F-HRTimelineGroup
Americana Partners, LLC813,057$56.1M2.29%-157,68613F-HRTimeline
Auour Investments LLC788,245$55.8M19.52%+8,99113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC806,460$55.6M0.57%+61,42813F-HRTimelineGroup
Horst & Graben Wealth Management LLC798,881$55.1M9.8%-22,52213F-HRTimeline
Revere Asset Management, Inc761,210$52.5M44.53%+100,28313F-HRTimeline
HARBOUR INVESTMENTS, INC.758,971$52.3M1.5%+83,47313F-HRTimeline
IAG Wealth Partners, LLC755,471$52.1M9.19%+36,21813F-HRTimeline
Snowden Capital Advisors LLC754,502$52M1.62%+105,34013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.738,657$50.9M22.93%-4,42813F-HRTimeline
Private Wealth Group, LLC732,818$50.5M24.7%+12,89513F-HRTimeline
Physician Wealth Advisors, Inc.725,565$50M8.45%+7,57613F-HRTimeline
Priebe Wealth Holdings LLC722,559$49.8M33.76%+42,90613F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC721,181$49.7M2.2%+72,28113F-HRTimeline
Eagle Strategies LLC719,929$49.6M8.59%+28,40313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management715,568$49.3M0.72%-194,32213F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson713,740$49.2M0.03%new13F-HRTimelineGroup
ODonnell Financial Services, LLC720,483$48.2M20.17%-44413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding689,089$47.5M+45,769Timeline
Financial Enhancement Group LLC688,459$47.1M7.2%+617,03013F-HRTimeline
KICKSTAND VENTURES, LLC.680,994$46.9M11.99%+24,79213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC678,771$46.8M3.51%-8,13613F-HRTimelineGroup
Leading Edge Financial Planning LLC669,525$46.2M15.14%+13,37213F-HRTimeline
CCG WEALTH MANAGEMENT, LLC656,921$45.3M25.22%-13,12013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…629,451$44.3M0.09%+3,68713F-HRTimelineGroup
Gladstone Institutional Advisory LLC639,868$44.1M2.05%+111,52813F-HRTimeline
Merit Financial Group, LLC634,431$43.7M0.79%-28,14413F-HRTimeline
Keystone Financial Group621,668$42.9M4.22%+9,30113F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT621,512$42.8M19.75%+20,82813F-HRTimeline
Sanctuary Advisors, LLC592,277$42.1M0.27%+13,18713F-HRTimeline
Clear Creek Financial Management, LLC605,774$41.8M4.51%-23,00113F-HRTimeline
Sequoia Financial Advisors, LLC596,126$41.1M0.4%-14,62913F-HR/ATimeline
Davidson Capital Management Inc.589,109$40.6M10.69%+3,34913F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.581,586$40.1M3.32%-9,98313F-HRTimeline
One Day In July LLC575,280$39.7M4.16%+97,70713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC570,783$39.3M2.07%+27,38313F-HRTimeline
Maia Wealth LLC552,033$38.9M8.38%+1,33013F-HRTimeline
Strategic Financial Partners, Ltd.555,775$38.3M19.56%-2,60713F-HRTimeline
Buttonwood Financial Group, LLC532,192$38.1M21.08%+4,15313F-HRTimeline
Western Wealth Management, LLC550,906$38M2.48%+53,51413F-HR/ATimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…540,275$37.2M6.25%-7,62213F-HRTimeline
Cornerstone Wealth Management, LLC539,175$37.2M2.51%+3,31113F-HRTimeline
SOL Capital Management CO532,835$36.7M4.09%+40,28513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\531,359$36.6M0.05%+18,83313F-HRTimelineGroup
IFP Advisors, Inc528,452$36.4M1.19%-2,23713F-HRTimeline
CSM Advisors, LLC524,459$36.2M1.69%+194,54013F-HR/ATimeline
Compass Financial Services Inc523,627$36.1M20.44%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC523,039$36.1M1.1%-24,35713F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding512,600$35.3M+192,633Timeline
Waverly Advisors, LLC511,027$35.2M0.55%+241,50213F-HRTimeline
PSI Advisors, LLC510,805$35.2M10.45%+10,95513F-HRTimeline
First Heartland Consultants, Inc.491,155$33.9M3.47%-9,50213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC488,666$33.7M2.79%+31,63013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC475,046$32.7M12.6%-40513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC471,354$32.5M0.46%-15,44813F-HRTimeline
Wealthspire Retirement, LLC469,636$32.4M2.56%+7,44313F-HRTimeline
Highland Financial Advisors, LLC464,004$32M11.08%+7,86713F-HRTimeline
Goodman Advisory Group, LLC458,887$31.6M9.33%+7,59513F-HRTimeline
Sugarloaf Wealth Management, LLC456,286$31.5M5.95%+7,09413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC449,041$31M6.25%+66,23513F-HRTimeline
DAIDO LIFE INSURANCE CO440,783$30.4M3.73%-228,65813F-HRTimeline
Atria Wealth Solutions, Inc.433,695$29.9M0.33%+60,17213F-HRTimeline
Scarborough Advisors, LLC428,128$29.5M4.17%-24,04713F-HRTimeline
Eldridge Investment Advisors, Inc.428,093$29.5M6.86%-5,79813F-HRTimeline
Quantum Financial Planning Services, In…426,722$29.4M16.32%13F-HRTimeline
Executive Wealth Management, LLC425,367$29.3M2.3%+8,31913F-HRTimeline
TSA Wealth Managment LLC424,898$29.3M11.92%-15,15013F-HRTimeline
NOVEM GROUP423,309$29.2M4.34%13F-HRTimeline
NOTTINGHAM ADVISORS, INC.420,060$29M3.67%-19,79213F-HRTimeline
Walkner Condon Financial Advisors LLC409,300$28.2M5.73%+93313F-HRTimeline
Ridgeline Wealth Planning, LLC408,871$28.2M26.98%13F-HRTimeline
Parcion Private Wealth LLC408,285$28.1M2.15%new13F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM406,000$28M4.53%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.402,848$27.8M0.05%+399,32113F-HRTimelineGroup
Procyon Advisors, LLC399,689$27.6M1.76%+42,97413F-HRTimeline
Signal Advisors Wealth, LLC399,262$27.5M3.11%+94,68113F-HRTimeline
Lloyd Advisory Services, LLC.399,132$27.5M13.04%-40,39713F-HRTimeline
Montz Harcus Wealth Management LLC398,058$27.4M15.34%+14,58413F-HRTimeline
NBZ Investment Advisors LLC395,602$27.3M15.27%13F-HRTimeline
West Wealth Group, LLC394,194$27.2M8.11%-41,50113F-HRTimeline
Crown Wealth Group, LLC392,493$27.1M11.01%-59,28413F-HRTimeline
HM PAYSON & CO389,450$26.8M0.46%-214,37813F-HRTimeline
NorthCoast Asset Management LLC385,896$26.6M0.13%+174,63813F-HR/ATimeline
RFG Advisory, LLC380,027$26.2M0.74%+19,70813F-HRTimeline
Louisiana State Employees Retirement Sy…379,800$26.2M0.49%-185,00013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC364,664$26.2M9.54%13F-HRTimeline
TABLEAUX LLC374,089$25.8M21.34%13F-HRTimeline
Broadway Wealth Solutions, Inc.370,357$25.5M19.37%13F-HRTimeline
Larson Financial Group LLC370,321$25.5M1.32%-25,94813F-HRTimeline
WCG Wealth Advisors LLC368,481$25.4M1.68%+2,35913F-HRTimeline
Leslie Global Wealth, LLC361,067$24.9M11.55%+75,83513F-HRTimeline
Financial Insights, Inc.359,871$24.8M9.21%-29,85613F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC356,858$24.6M5.7%-5,81113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…353,271$24.4M0.02%+4,47113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.349,809$24.1M0.23%-33,18513F-HRTimelineGroup
Focus Financial Network, Inc.347,708$24M0.95%+21,36413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding347,345$23.9M+277,376Timeline
Cerity Partners LLCin group Cerity Partners LLC339,150$23.4M0.05%+250,57713F-HRTimelineGroup
Wealth Advisors of Iowa, LLC337,299$23.3M11.73%+2,93713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…335,362$23.1M0.94%+4,72013F-HRTimelineGroup
Global View Capital Management LLC331,366$22.8M7.99%13F-HRTimeline