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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,277 managers (1,294 13F filers) reported a position in SPYM shares at 2025-03-31, 622,764,721 shares in all. 117 filers opened a position and 70 filers sold out during the quarter.

Managers
1,277
13F filers
1,294
New
117
Added
598
Reduced
427
Sold out
70
Shares held by filers
622,764,721

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Betterment LLC64,900,904$4.27B10.12%+11,988,52013F-HRTimeline
LPL Financial LLC41,960,691$2.76B1.07%+2,643,84213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/31,512,022$2.07B0.18%+24,332,18213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP31,074,010$2.03B1.82%+15,489,57313F-HR/ATimelineGroup
Creative Planningin group Creative Planning30,820,373$2.03B1.91%+407,35213F-HRTimelineGroup
USS Investment Management Ltd21,200,000$1.39B10.18%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.16,237,931$1.07B0.2%+773,95313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding14,312,792$941M+1,037,303Timeline
Allianz Asset Management GmbHin group Allianz SE12,846,198$845M1.24%+3,577,17613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY11,248,559$740M0.05%+1,399,52513F-HRTimelineGroup
Advance Capital Management, Inc.10,239,963$673M32.21%-1,986,45813F-HRTimeline
National Mutual Insurance Federation of…in group National Mutual Insurance Fed…8,953,000$589M5.29%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,644,075$568M0.04%-782,85213F-HRTimelineGroup
CWM, LLCin group CWM, LLC8,484,225$558M2.23%+613,21713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,036,530$529M1.18%-1,515,07913F-HRTimelineGroup
Clark Capital Management Group, Inc.7,350,431$483M3.47%+234,30213F-HRTimeline
OneDigital Investment Advisors LLC7,167,986$471M5.58%-403,59313F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,125,848$337M28.03%+421,72113F-HRTimeline
Financial Engines Advisors L.L.C.4,977,909$327M0.7%-36,48313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers4,975,110$327M0.6%+1,795,27013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,598,268$302M0.08%-100,21313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,487,762$295M0.06%+133,14113F-HR/ATimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …4,419,347$291M0.28%-200,56413F-HRTimelineGroup
Stadion Money Management, LLC4,352,005$286M28.52%-154,65413F-HRTimeline
Private Advisor Group, LLC4,222,404$278M1.68%+163,48813F-HRTimeline
GM Advisory Group, LLC4,183,642$275M14.86%+143,50213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4,023,317$265M7.29%+409,40513F-HRTimeline
HighTower Advisors, LLC3,933,070$259M0.35%+428,41213F-HRTimeline
Advocacy Wealth Management, LLC3,932,092$259M17.61%-362,59313F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding3,898,781$256M+166,468Timeline
Capital Analysts, LLCin group Capital Analysts, LLC3,692,715$243M9.06%+152,14313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,666,884$241M0.09%-247,27713F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC3,447,304$227M4.57%-1,308,02113F-HRTimelineGroup
Norinchukin Bank, Thein group Norinchukin Bank, The3,410,270$224M4.12%+1,333,48013F-HRTimelineGroup
NorthRock Partners, LLC3,395,605$223M7.5%+176,33213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,334,294$219M0.05%+617,47913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,975,287$196M0.16%+770,82013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP2,878,700$189M0.41%-558,90013F-HRTimelineGroup
Endurance Services Ltd2,831,385$186M34.5%+2,622,68513F-HRTimeline
Cetera Investment Advisers2,819,716$185M0.36%+154,98313F-HRTimeline
SCS Capital Management LLC2,544,362$167M2.13%new13F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC2,529,636$166M0.46%-625,23313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,226,741$146M0.24%-141,92013F-HRTimelineGroup
AE Wealth Management LLC2,066,709$136M1.14%-277,11113F-HRTimeline
Peterson Wealth Advisors, LLC2,251,634$134M25.81%-115,33013F-HRTimeline
SPINNAKER TRUST2,001,617$132M8.59%+195,20313F-HRTimeline
NewEdge Advisors, LLC1,990,911$131M0.78%-108,93013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,951,291$128M0.25%+187,58513F-HRTimeline
Tennessee Valley Asset Management Partn…1,916,846$126M20.56%+28,12413F-HRTimeline
UBS Group AGin group UBS Group AG1,858,568$122M0.03%+274,32413F-HRTimelineGroup
Austin Private Wealth, LLC1,812,682$119M10.71%-30,86913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,792,898$118M5.06%+1,114,12713F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,783,960$117M7.66%+207,51513F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,729,956$114M0.38%-68,69713F-HRTimeline
Sand Hill Global Advisors, LLC1,709,685$112M4.63%+46,00413F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,582,034$104M<0.01%+357,21013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,571,308$103M0.34%-8,70713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,547,810$102M8.07%+132,69213F-HRTimeline
Good Life Advisors, LLC1,501,603$98.7M6.96%-76,72013F-HRTimeline
KWB Wealth1,364,601$94.1M11.35%+34,96513F-HRTimeline
Mizuho Bank, Ltd.in group MIZUHO FINANCIAL GROUP INC1,400,000$92.1M20.79%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC1,385,281$91.1M1.03%-210,37213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,384,318$90.5M0.37%+408,15113F-HRTimelineGroup
Standpoint Asset Management, LLC1,370,000$90.1M16.6%+90,80013F-HRTimeline
INTEGRITY ALLIANCE, LLC.1,342,587$88.3M3.49%+495,81413F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,272,665$86.2M+16,807Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,293,747$85.1M1.83%+417,13213F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC1,286,521$84.6M10.19%+264,02013F-HRTimeline
First Command Advisory Services, Inc.1,281,587$84.3M0.81%+356,52913F-HRTimeline
RiverFront Investment Group, LLC1,245,532$81.9M1.82%+26,23113F-HRTimeline
TAIYO LIFE INSURANCE CO1,235,500$81.2M7.28%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
World Investment Advisors1,230,069$80.9M2.1%+983,64213F-HRTimeline
AlphaStar Capital Management, LLC1,209,776$79.6M8.01%-154,69213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,159,497$76.2M0.11%+111,08513F-HRTimeline
Compass Ion Advisors, LLC1,153,271$75.8M8.93%+50,48213F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,152,286$75.8M-15,482Timeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,149,993$75.6M+126,893Timeline
AGUR PROVIDENT & TRAINING FUNDS MANAGEM…1,128,194$74.2M29.69%013F-HRTimeline
Integrated Wealth Concepts LLC1,123,335$73.9M0.86%-395,51413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …1,085,139$71.6M4.67%+14,01313F-HRTimelineGroup
N.E.W. Advisory Services LLC1,060,174$69.7M5.34%+79,93013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC998,848$68.9M5.5%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,046,613$68.8M0.02%-141,72913F-HR/ATimelineGroup
Intrua Financial, LLC1,032,923$67.9M10.63%+39,82113F-HRTimeline
CFS Investment Advisory Services, LLC989,920$65.1M5.79%-105,28613F-HRTimeline
Avidian Wealth Enterprises, LLC985,796$64.8M2.89%+145,55513F-HRTimeline
Crews Bank & Trust983,573$64.7M11.03%+14,56313F-HRTimeline
Brown Financial Advisory963,502$63.4M39.95%+52,41413F-HRTimeline
Vertex Planning Partners, LLC933,352$61.4M13.4%+19,57013F-HRTimeline
VestGen Advisors, LLC922,932$60.7M2.76%13F-HRTimeline
Allen Capital Group, LLC920,334$60.5M6.94%-10,02413F-HRTimeline
Sterling Group Wealth Management, LLC919,083$60.4M32.41%+18,86113F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC902,832$59.4M12.42%+453,79113F-HRTimeline
O'Brien Wealth Partners LLC877,803$57.7M10.75%+17,46113F-HRTimeline
IMC-Chicago, LLC875,913$57.6M2.23%new13F-HRTimeline
Lifelong Wealth Advisors, Inc.874,455$57.5M26.97%-6,15913F-HRTimeline
Detalus Advisors, LLC872,142$57.4M18.01%-25,59513F-HRTimeline
O'Dell Group, LLC866,603$57M14.77%-2,10713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC852,655$56.1M0.69%+46,19513F-HRTimelineGroup
Wealthspire Advisors, LLC838,210$55.1M0.33%-25,52313F-HRTimeline
Clear Creek Financial Management, LLC834,875$54.9M5.69%+229,10113F-HRTimeline
Geneos Wealth Management Inc.819,211$53.9M0.79%+520,90313F-HRTimeline
Auour Investments LLC825,436$53.8M19.5%+37,19113F-HRTimeline
Priebe Wealth Holdings LLC813,233$53.5M33.35%+90,67413F-HRTimeline
New Perspectives, Inc807,452$53.1M28.33%-59,47213F-HRTimeline
IAG Wealth Partners, LLC791,709$52.1M8.09%+36,23813F-HRTimeline
One Wealth Advisors, LLC789,599$51.9M7.75%-68,42213F-HRTimeline
Security Financial Services, INC.768,300$50.5M10.03%-126,44313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding765,576$50.3M+76,487Timeline
Snowden Capital Advisors LLC757,096$49.8M1.59%+2,59413F-HRTimeline
Americana Partners, LLC755,318$49.7M1.93%-57,73913F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC753,652$49.6M2.26%+32,47113F-HRTimeline
Eagle Strategies LLC750,285$49.3M8.58%+30,35613F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.744,213$48.9M22.32%+5,55613F-HRTimeline
Horizon Wealth Management, LLC742,388$48.8M8.23%-311,37113F-HRTimeline
Dynamic Advisor Solutions LLC742,383$48.8M1.61%new13F-HRTimeline
Horst & Graben Wealth Management LLC739,218$48.6M8.72%-59,66313F-HRTimeline
ODonnell Financial Services, LLC714,500$47M19.39%-5,98313F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson713,740$46.7M0.03%013F-HRTimelineGroup
Leading Edge Financial Planning LLC702,763$46.2M14.44%+33,23813F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT693,372$45.6M19.18%+71,86013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management691,446$45.5M0.65%-24,12213F-HRTimelineGroup
One Day In July LLC686,562$45.1M4.52%+111,28213F-HRTimeline
HARBOUR INVESTMENTS, INC.681,939$44.8M1.28%-77,03213F-HRTimeline
Private Wealth Group, LLC677,783$44.6M26.2%-55,03513F-HRTimeline
Badgley Phelps Wealth Managers, LLC671,252$44.1M1.07%-337,16013F-HRTimeline
Physician Wealth Advisors, Inc.664,678$43.7M7.53%-60,88713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…620,146$43.7M0.1%-9,30513F-HR/ATimelineGroup
Gladstone Institutional Advisory LLC662,742$43.6M2.03%+22,87413F-HRTimeline
Financial Enhancement Group LLC690,557$42.8M6.68%+2,09813F-HRTimeline
Western Wealth Management, LLC609,470$40.1M2.66%+58,56413F-HRTimeline
Tull Financial Group, Inc.604,292$39.7M23.14%+412,48313F-HRTimeline
SOL Capital Management CO601,977$39.6M4.36%+69,14213F-HRTimeline
CCG WEALTH MANAGEMENT, LLC597,078$39.3M23.49%-59,84313F-HRTimeline
Keystone Financial Group594,190$39.1M3.97%-27,47813F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.590,570$38.8M3.21%+8,98413F-HRTimeline
Sequoia Financial Advisors, LLC580,968$38.2M0.3%-15,15813F-HRTimeline
Redhawk Wealth Advisors, Inc.579,665$38.1M5.13%+563,82413F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…577,646$38M0.68%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC575,589$37.9M1.99%+4,80613F-HRTimeline
KICKSTAND VENTURES, LLC.575,383$37.8M9.75%-105,61113F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska572,613$37.7M5.73%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\564,689$37.1M0.05%+33,33013F-HRTimelineGroup
Waverly Advisors, LLC555,872$36.6M0.45%+44,84513F-HRTimeline
Revere Asset Management, Inc551,568$36.3M39.11%-209,64213F-HRTimeline
IFP Advisors, Inc550,771$36.2M1.12%+22,31913F-HRTimeline
Cornerstone Wealth Management, LLC548,371$36.1M2.44%+9,19613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC547,613$36M0.3%-287,83913F-HR/ATimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding546,546$35.9M+33,946Timeline
Signal Advisors Wealth, LLC538,060$35.4M3.46%+138,79813F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…536,261$35.3M5.99%-4,01413F-HRTimeline
Compass Financial Services Inc530,640$34.9M18.32%+7,01313F-HRTimeline
Wealthspire Retirement, LLC530,211$34.9M2.76%+60,57513F-HRTimeline
PSI Advisors, LLC520,736$34.2M11.14%+9,93113F-HRTimeline
CSM Advisors, LLC511,929$33.7M1.84%-12,53013F-HRTimeline
Sanctuary Advisors, LLC503,728$33.1M0.23%-88,54913F-HRTimeline
First Heartland Consultants, Inc.500,231$32.9M3.39%+9,07613F-HRTimeline
Henderson Brothers Financial Partners, …409,057$32.8M16.44%13F-HRTimeline
Louisiana State Employees Retirement Sy…497,800$32.7M0.65%+118,00013F-HRTimeline
Maia Wealth LLC516,007$32.7M7.42%-36,02613F-HRTimeline
Strategic Financial Partners, Ltd.494,609$32.5M17.13%-61,16613F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC486,799$32M12.46%+11,75313F-HRTimeline
Highland Financial Advisors, LLC481,233$31.6M11.32%+17,22913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC473,907$31.2M0.43%+2,55313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC472,904$31.1M2.58%-15,76213F-HRTimeline
Larson Financial Group LLC469,636$30.9M1.47%+99,31513F-HRTimeline
IHT Wealth Management, LLC467,867$30.8M0.96%-384,57013F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC466,141$30.7M11.93%+185,88313F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC462,356$30.4M0.03%+351,43813F-HRTimelineGroup
Luken Investment Analytics, LLC462,296$30.4M14.23%+301,11013F-HRTimeline
Merit Financial Group, LLC461,509$30.3M0.45%-172,92213F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM459,000$30.2M4.38%+53,00013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.455,954$30M0.28%+106,14513F-HRTimelineGroup
Buttonwood Financial Group, LLC484,366$29.9M17.52%-47,82613F-HRTimeline
Virtue Capital Management, LLC455,060$29.9M3.49%new13F-HRTimeline
HM PAYSON & CO448,873$29.5M0.52%+59,42313F-HRTimeline
Procyon Advisors, LLC445,895$29.3M1.78%+46,20613F-HRTimeline
Goodman Advisory Group, LLC445,237$29.3M8.93%-13,65013F-HR/ATimeline
Quantum Financial Planning Services, In…444,516$29.2M15.99%+17,79413F-HRTimeline
RFG Advisory, LLC443,142$29.1M0.79%+63,11513F-HRTimeline
DAIDO LIFE INSURANCE CO440,783$29M3.93%013F-HRTimeline
Global View Capital Management LLC440,603$29M10.53%+109,23713F-HRTimeline
Fortitude Financial, LLC436,977$28.7M27.37%+220,28113F-HRTimeline
Ridgeline Wealth Planning, LLC419,586$27.6M27.12%+10,71513F-HRTimeline
Eldridge Investment Advisors, Inc.418,079$27.5M6.33%-10,01413F-HRTimeline
WBH ADVISORY INC408,093$26.8M2.5%+80,71213F-HRTimeline
NOVEM GROUP404,904$26.6M3.76%-18,40513F-HRTimeline
Montz Harcus Wealth Management LLC403,918$26.6M14.51%+5,86013F-HRTimeline
Scarborough Advisors, LLC402,231$26.5M3.77%-25,89713F-HRTimeline
Talon Private Wealth, LLC382,555$26.2M3.51%+344,54513F-HRTimeline
Broadway Wealth Solutions, Inc.397,011$26.1M19.05%+26,65413F-HRTimeline
Financial Insights, Inc.392,624$25.8M10.28%+32,75313F-HRTimeline
TSA Wealth Managment LLC391,256$25.7M10.23%-33,64213F-HRTimeline
TABLEAUX LLC387,640$25.5M18.38%+13,55113F-HRTimeline
Vestmark Advisory Solutions, Inc.383,476$25.2M0.65%+74,41913F-HRTimeline
Leslie Global Wealth, LLC374,951$24.7M12%+13,88413F-HRTimeline
Atria Wealth Solutions, Inc.374,819$24.6M0.3%-58,87613F-HRTimeline
Rockbridge Investment Management, LCC371,949$24.5M2.89%+47,42513F-HRTimeline
Investment Planning Advisors, Inc.369,833$24.3M9.88%+73,61013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC369,156$24.3M9.26%+4,49213F-HRTimeline