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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,358 managers (1,374 13F filers) reported a position in SPYM shares at 2025-06-30, 705,776,527 shares in all. 123 filers opened a position and 53 filers sold out during the quarter.

Managers
1,358
13F filers
1,374
New
123
Added
622
Reduced
451
Sold out
53
Shares held by filers
705,776,527

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Betterment LLC73,909,544$5.37B11.44%+9,008,64013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/59,401,970$4.32B0.35%+27,889,94813F-HRTimelineGroup
LPL Financial LLC44,732,770$3.25B1.09%+2,772,07913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP44,200,159$3.2B2.42%+13,126,14913F-HRTimelineGroup
USS Investment Management Ltd41,572,102$3.02B17.9%+20,372,10213F-HRTimeline
Creative Planningin group Creative Planning31,140,324$2.26B1.93%+319,95113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding15,906,159$1.16B+1,593,367Timeline
MORGAN STANLEYin group MORGAN STANLEY13,743,533$999M0.07%+2,494,97413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.10,572,050$768M0.13%-5,665,88113F-HRTimelineGroup
CWM, LLCin group CWM, LLC9,940,516$723M2.55%+1,456,29113F-HRTimelineGroup
National Mutual Insurance Federation of…in group National Mutual Insurance Fed…9,536,000$693M5.61%+583,00013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,477,966$610M1.09%+441,43613F-HR/ATimelineGroup
Advance Capital Management, Inc.8,029,770$584M26.45%-2,210,19313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,025,617$583M0.04%-618,45813F-HRTimelineGroup
Clark Capital Management Group, Inc.7,581,592$551M3.82%+231,16113F-HRTimeline
Kedalion Capital Management LLP7,014,380$510M19.87%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,433,969$468M0.08%+1,946,20713F-HRTimelineGroup
TIG Advisors, LLCin group TIG Advisors, LLC5,910,541$430M23.46%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC5,775,966$420M4.66%-1,392,02013F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,317,895$387M29.23%+192,04713F-HRTimeline
Financial Engines Advisors L.L.C.4,991,489$363M0.72%+13,58013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,671,668$340M0.08%+73,40013F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding4,443,001$323M+544,220Timeline
GM Advisory Group, LLC4,406,753$320M15.83%+223,11113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4,312,251$313M7.7%+288,93413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,137,001$301M0.1%+470,11713F-HRTimelineGroup
Cetera Investment Advisers4,135,132$301M0.51%+1,315,41613F-HRTimeline
Private Advisor Group, LLC4,010,594$292M1.57%-211,81013F-HRTimeline
HighTower Advisors, LLC3,839,896$279M0.35%-93,17413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,772,865$274M9.14%+80,15013F-HRTimelineGroup
NorthRock Partners, LLC3,632,364$264M6.88%+236,75913F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,565,033$259M0.19%+589,74613F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC3,554,841$258M4.72%+107,53713F-HRTimelineGroup
Norinchukin Bank, Thein group Norinchukin Bank, The3,511,270$255M3.8%+101,00013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,425,956$252M0.42%+1,474,66513F-HRTimeline
Stadion Money Management, LLC3,374,987$245M20.14%-977,01813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,131,859$228M0.05%-202,43513F-HRTimelineGroup
Advocacy Wealth Management, LLC3,107,897$226M13.86%-824,19513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers3,096,749$225M0.36%-1,878,36113F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …2,871,323$209M0.19%-1,548,02413F-HRTimelineGroup
Endurance Services Ltd2,831,385$206M35.84%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,822,093$205M0.48%+292,45713F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,725,983$198M0.6%+996,02713F-HRTimeline
SCS Capital Management LLC2,520,673$183M2.03%-23,68913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP2,419,000$176M0.32%-459,70013F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC2,404,388$175M2.23%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…2,335,301$170M0.59%+950,98313F-HRTimelineGroup
NewEdge Advisors, LLC2,307,503$168M0.86%+316,59213F-HRTimeline
Peterson Wealth Advisors, LLC2,264,471$165M27.17%+12,83713F-HRTimeline
Global Retirement Partners, LLC2,166,899$158M3.9%13F-HRTimeline
MML INVESTORS SERVICES, LLC2,131,460$155M0.45%+560,15213F-HRTimeline
Mariner, LLCin group Mariner, LLC2,123,820$154M0.22%-102,92113F-HRTimelineGroup
Mizuho Bank, Ltd.in group MIZUHO FINANCIAL GROUP INC2,100,000$153M15%+700,00013F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,055,143$149M0.03%+196,57513F-HRTimelineGroup
SPINNAKER TRUST2,053,233$149M8.98%+51,61613F-HRTimeline
Tennessee Valley Asset Management Partn…1,966,408$143M36.29%+49,56213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,812,265$132M7.9%+28,30513F-HRTimelineGroup
First Command Advisory Services, Inc.1,735,977$126M1.09%+454,39013F-HRTimeline
Sand Hill Global Advisors, LLC1,704,384$124M4.6%-5,30113F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,674,798$122M+402,133Timeline
Good Life Advisors, LLC1,649,753$120M7.49%+148,15013F-HRTimeline
Larson Financial Group LLC1,627,089$118M4.75%+1,157,45313F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,622,431$118M21.64%+719,59913F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,614,508$117M<0.01%+32,47413F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC1,593,630$116M12.33%+307,10913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,587,263$115M2.56%+293,51613F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …1,528,848$111M7.25%-18,96213F-HR/ATimeline
AE Wealth Management LLC1,523,815$111M0.81%-542,89413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,396,513$102M0.13%+237,01613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,342,865$97.6M3.8%-450,03313F-HRTimelineGroup
Aptus Capital Advisors, LLC1,338,746$97.3M0.96%-46,53513F-HRTimeline
AlphaStar Capital Management, LLC1,265,046$92M6.46%+55,27013F-HRTimeline
World Investment Advisors1,257,410$91.4M2.08%+27,34113F-HRTimeline
RiverFront Investment Group, LLC1,228,082$89.3M1.74%-17,45013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,196,275$87M+46,282Timeline
Compass Ion Advisors, LLC1,176,217$85.5M9.25%+22,94613F-HRTimeline
KWB Wealth1,278,232$84.1M10.22%-86,36913F-HRTimeline
Austin Private Wealth, LLC1,132,714$82.3M6.52%-679,96813F-HRTimeline
Integrated Wealth Concepts LLC1,131,592$82.3M0.83%+8,25713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,112,170$80.8M0.02%+65,55713F-HR/ATimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …1,103,488$80.2M5.72%+18,34913F-HRTimelineGroup
Standpoint Asset Management, LLC1,093,900$79.5M16.26%-276,10013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,068,772$77.7M1.08%+491,12613F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN1,064,700$77.4M0.45%new13F-HRTimeline
IAG Wealth Partners, LLC1,046,071$76M10.06%+254,36213F-HRTimeline
Crews Bank & Trust1,040,376$75.6M11.9%+56,80313F-HRTimeline
Sterling Group Wealth Management, LLC1,031,134$75M41.48%+112,05113F-HRTimeline
Brown Financial Advisory1,029,929$74.9M41.31%+66,42713F-HRTimeline
Revere Asset Management, Inc999,446$72.6M35.24%+447,87813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding998,157$72.6M-154,129Timeline
NEPC LLC973,556$70.8M1.79%new13F-HRTimeline
Allen Capital Group, LLC927,722$67.4M7.03%+7,38813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC920,220$66.9M0.62%+67,56513F-HRTimelineGroup
KICKSTAND VENTURES, LLC.913,360$66.4M15.52%+337,97713F-HRTimeline
N.E.W. Advisory Services LLC908,809$66.1M6.41%-151,36513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding901,989$65.6M+136,413Timeline
Intrua Financial, LLC899,764$65.4M9.4%-133,15913F-HRTimeline
AGUR PROVIDENT & TRAINING FUNDS MANAGEM…890,494$64.7M24.47%-237,70013F-HRTimeline
O'Dell Group, LLC889,651$64.7M16.13%+23,04813F-HRTimeline
Eagle Strategies LLC855,769$62.2M9.48%+105,48413F-HRTimeline
TAIYO LIFE INSURANCE CO855,500$62.2M5.84%-380,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Vertex Planning Partners, LLC848,519$61.7M12.88%-84,83313F-HRTimeline
O'Brien Wealth Partners LLC825,956$60M9.42%-51,84713F-HRTimeline
Auour Investments LLC818,773$59.5M20.46%-6,66313F-HRTimeline
One Day In July LLC805,761$58.6M5.3%+119,19913F-HRTimeline
Americana Partners, LLC793,284$57.7M1.99%+37,96613F-HRTimeline
INTEGRITY ALLIANCE, LLC.792,765$57.6M3.15%-549,82213F-HRTimeline
Wealthspire Advisors, LLC792,637$57.6M0.32%-45,57313F-HRTimeline
Lifelong Wealth Advisors, Inc.787,826$57.3M19.02%-86,62913F-HRTimeline
New Perspectives, Inc773,541$56.2M27.81%-33,91113F-HRTimeline
Detalus Advisors, LLC772,309$56.1M16.27%-99,83313F-HRTimeline
HM PAYSON & CO770,961$56M0.89%+322,08813F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.770,715$56M23.17%+26,50213F-HRTimeline
Dynamic Advisor Solutions LLC765,921$55.7M1.72%+23,53813F-HRTimeline
Avidian Wealth Enterprises, LLC763,291$55.5M2.26%-222,50513F-HRTimeline
Snowden Capital Advisors LLC758,839$55.2M1.63%+1,74313F-HRTimeline
CFS Investment Advisory Services, LLC758,262$55.1M4.51%-231,65813F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT752,588$54.7M19.58%+59,21613F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC751,255$54.6M2.31%-2,39713F-HRTimeline
Leading Edge Financial Planning LLC741,078$53.9M14.97%+38,31513F-HRTimeline
ODonnell Financial Services, LLC726,076$52.8M20.25%+11,57613F-HRTimeline
Private Wealth Group, LLC714,771$52M27.63%+36,98813F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson713,740$51.9M0.03%013F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.710,891$51.7M4.02%+120,32113F-HRTimeline
Financial Enhancement Group LLC682,800$50.1M7.16%-7,75713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management679,645$49.4M0.65%-11,80113F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC668,002$48.6M1.08%-3,25013F-HRTimeline
Gladstone Institutional Advisory LLC664,018$48.3M1.99%+1,27613F-HRTimeline
HARBOUR INVESTMENTS, INC.658,262$47.8M1.21%-23,67713F-HRTimeline
Tull Financial Group, Inc.656,054$47.7M21.69%+51,76213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\643,254$46.8M0.06%+78,56513F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC642,161$46.7M2.21%+66,57213F-HRTimeline
Signal Advisors Wealth, LLC638,521$46.4M3.63%+100,46113F-HRTimeline
IHT Wealth Management, LLC636,649$46.3M1.27%+168,78213F-HRTimeline
Western Wealth Management, LLC617,700$44.9M2.67%+8,23013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC610,231$44.4M23.37%+13,15313F-HRTimeline
Global View Capital Management LLC606,321$44.1M14.09%+165,71813F-HRTimeline
Clear Creek Financial Management, LLC603,304$43.9M4.17%-231,57113F-HRTimeline
Strategic Financial Partners, Ltd.593,185$43.1M20.01%+98,57613F-HRTimeline
WBH ADVISORY INC592,919$43.1M3.67%+184,82613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC588,463$42.8M1.84%+499,79313F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding583,358$42.4M+36,812Timeline
PSI Advisors, LLC583,010$42.4M20.81%+62,27413F-HRTimeline
SOL Capital Management CO574,409$41.8M4.05%-27,56813F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska575,614$41.6M5.63%+3,00113F-HRTimelineGroup
First Heartland Consultants, Inc.570,503$41.5M3.69%+70,27213F-HRTimeline
Waverly Advisors, LLC568,746$41.3M0.45%+12,87413F-HRTimeline
Sequoia Financial Advisors, LLC562,435$40.9M0.28%-18,53313F-HRTimeline
IFP Advisors, Inc561,432$40.8M1.16%+10,66113F-HRTimeline
VestGen Advisors, LLC539,160$40M1.6%-383,77213F-HRTimeline
Cornerstone Wealth Management, LLC549,971$40M2.43%+1,60013F-HRTimeline
One Wealth Advisors, LLC543,482$39.5M5.49%-246,11713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…540,013$39.3M6.4%+3,75213F-HRTimeline
Geneos Wealth Management Inc.535,746$38.9M0.95%-283,46513F-HRTimeline
Louisiana State Employees Retirement Sy…533,400$38.8M0.7%+35,60013F-HRTimeline
Keystone Financial Group506,955$36.9M3.32%-87,23513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC506,104$36.8M0.03%+43,74813F-HRTimelineGroup
Jackson Wealth Management, LLC503,396$36.6M3.98%+241,14713F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC501,657$36.5M12.84%+35,51613F-HR/ATimeline
CLIENT 1ST ADVISORY GROUP, LLC500,817$36.4M13.2%+14,01813F-HRTimeline
Highland Financial Advisors, LLC485,491$35.3M11.33%+4,25813F-HRTimeline
Security Financial Services, INC.481,524$35M6.18%-286,77613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC480,481$34.9M2.59%+7,57713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.474,264$34.5M0.28%+18,31013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC466,838$33.9M0.4%-7,06913F-HRTimeline
Quantum Financial Planning Services, In…464,827$33.8M15.91%+20,31113F-HRTimeline
Ridgeline Wealth Planning, LLC457,590$33.3M27.38%+38,00413F-HRTimeline
Compass Financial Services Inc455,893$33.1M16.05%-74,74713F-HRTimeline
Merit Financial Group, LLC453,596$33M0.37%-7,91313F-HRTimeline
Simplicity Wealth,LLC448,526$32.6M1.36%+309,09813F-HRTimeline
Procyon Advisors, LLC444,020$32.3M3.06%-1,87513F-HRTimeline
Broadway Wealth Solutions, Inc.443,416$32.2M20.07%+46,40513F-HRTimeline
Financial Insights, Inc.442,147$32.1M11.74%+49,52313F-HRTimeline
DAIDO LIFE INSURANCE CO440,783$32M4.79%013F-HRTimeline
Sanctuary Advisors, LLC438,509$31.9M0.2%-65,21913F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC434,407$31.6M10.61%+188,78913F-HRTimeline
Crown Wealth Group, LLC433,011$31.5M11.82%+84,68813F-HRTimeline
Rockbridge Investment Management, LCC420,143$30.5M3.27%+48,19413F-HRTimeline
Leslie Global Wealth, LLC419,871$30.5M16.31%+44,92013F-HRTimeline
Montz Harcus Wealth Management LLC419,555$30.5M14.72%+15,63713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC416,340$30.3M0.22%-131,27313F-HR/ATimelineGroup
Petix & Botte Co415,981$30.2M7.42%+53,46713F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM459,000$30.2M4.12%013F-HRTimelineGroup
Horst & Graben Wealth Management LLC414,348$30.1M4.99%-324,87013F-HRTimeline
Eldridge Investment Advisors, Inc.414,023$30.1M6.29%-4,05613F-HRTimeline
Goodman Advisory Group, LLC411,202$29.9M10.16%-34,03513F-HRTimeline
Wealthspire Retirement, LLC411,098$29.9M1.97%-119,11313F-HRTimeline
RFG Advisory, LLC401,116$29.2M0.69%-42,02613F-HRTimeline
Investment Planning Advisors, Inc.400,023$29.1M10.28%+30,19013F-HRTimeline
Priebe Wealth Holdings LLC395,949$28.8M24.92%-417,28413F-HRTimeline
NOVEM GROUP392,531$28.5M3.62%-12,37313F-HRTimeline
Physician Wealth Advisors, Inc.382,317$27.8M4.36%-282,36113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC380,324$27.6M0.76%+62,80013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC375,228$27.3M6.02%+21,54213F-HRTimeline
Vestmark Advisory Solutions, Inc.374,754$27.2M0.39%-8,72213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp374,540$27.2M0.01%+119,13013F-HRTimelineGroup
Maia Wealth LLC373,889$27.2M5.18%-142,11813F-HRTimeline
Carnegie Investment Counsel373,635$27.2M0.55%+45,69613F-HRTimeline
Walkner Condon Financial Advisors LLC371,718$27M4.97%+26,85213F-HRTimeline
Kelman-Lazarov, Inc.369,916$26.9M4.36%+52,00413F-HRTimeline