Skip to content
Disclosery

SPYM SPDR SERIES TRUST

Follow

SHS (fund)

1,410 managers (1,428 13F filers) reported a position in SPYM shares at 2025-09-30, 793,704,576 shares in all. 119 filers opened a position and 51 filers sold out during the quarter.

Managers
1,410
13F filers
1,428
New
119
Added
689
Reduced
443
Sold out
51
Shares held by filers
793,704,576

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC78,546,237$6.15B12.16%+4,636,69313F-HRTimeline
USS Investment Management Ltd66,398,232$5.2B23.66%+24,826,13013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/65,441,181$5.13B0.38%+6,039,21113F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP50,982,604$3.97B2.7%+6,782,44513F-HRTimelineGroup
LPL Financial LLC48,460,325$3.8B1.11%+3,727,55513F-HRTimeline
Creative Planningin group Creative Planning32,029,687$2.51B1.92%+889,36313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding16,889,364$1.32B+983,205Timeline
MORGAN STANLEYin group MORGAN STANLEY14,248,263$1.12B0.07%+504,73013F-HR/ATimelineGroup
Kedalion Capital Management LLP12,884,000$1.01B37.91%+5,869,62013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.10,578,737$829M0.13%+6,68713F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN9,989,832$783M4.32%+8,925,13213F-HRTimeline
CWM, LLCin group CWM, LLC9,958,969$780M2.35%+18,45313F-HRTimelineGroup
National Mutual Insurance Federation of…in group National Mutual Insurance Fed…9,536,000$747M5.67%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,789,981$672M0.94%+312,01513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,247,272$646M0.04%+221,65513F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,792,836$610M0.09%+1,358,86713F-HRTimelineGroup
Clark Capital Management Group, Inc.7,671,286$601M3.76%+89,69413F-HRTimeline
Advance Capital Management, Inc.7,584,434$594M25.78%-445,33613F-HRTimeline
OneDigital Investment Advisors LLC5,944,567$466M4.78%+168,60113F-HRTimeline
TIG Advisors, LLCin group TIG Advisors, LLC5,928,677$464M28.67%+18,13613F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC5,648,641$443M29.99%+330,74613F-HRTimeline
Financial Engines Advisors L.L.C.4,993,827$391M0.75%+2,33813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC4,951,409$388M3.7%+2,547,02113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,681,618$367M0.12%+544,61713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,634,030$363M0.08%-37,63813F-HRTimelineGroup
GM Advisory Group, LLC4,559,527$357M15.19%+152,77413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4,554,909$357M8.04%+242,65813F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding4,438,392$348M-4,609Timeline
Private Advisor Group, LLC4,380,916$343M1.69%+370,32213F-HRTimeline
Cetera Investment Advisers4,215,363$330M0.38%+80,23113F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …4,145,679$325M0.27%+1,274,35613F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC4,091,668$321M2.62%new13F-HRTimeline
Stadion Money Management, LLC3,919,359$307M24.52%+544,37213F-HRTimeline
HighTower Advisors, LLC3,850,873$302M0.34%+10,97713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,838,024$301M8.77%+65,15913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,787,339$297M0.2%+222,30613F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC3,749,672$294M4.9%+194,83113F-HRTimelineGroup
NorthRock Partners, LLC3,697,745$290M5.24%+65,38113F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The3,511,270$275M3.69%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,326,011$261M0.05%+194,15213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,178,328$250M0.38%-247,62813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,189,712$250M0.54%+367,61913F-HRTimelineGroup
Advocacy Wealth Management, LLC3,113,972$244M10.59%+6,07513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP3,083,300$242M0.37%+664,30013F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,046,554$239M0.66%+320,57113F-HRTimeline
Composition Wealth, LLC2,796,205$219M3.28%+2,790,18713F-HRTimeline
First Command Advisory Services, Inc.2,678,563$210M1.52%+942,58613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…2,672,151$209M0.66%+336,85013F-HRTimelineGroup
SCS Capital Management LLC2,553,688$200M2.18%+33,01513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers2,475,110$194M0.28%-621,63913F-HRTimelineGroup
Peterson Wealth Advisors, LLC2,300,034$181M27.08%+35,56313F-HRTimeline
Global Retirement Partners, LLC2,284,596$179M4.01%+117,69713F-HRTimeline
NewEdge Advisors, LLC2,167,098$170M0.77%-140,40513F-HRTimeline
UBS Group AGin group UBS Group AG2,157,454$169M0.03%+102,31113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,136,786$167M0.22%+12,96613F-HRTimelineGroup
SPINNAKER TRUST2,125,087$166M9.24%+71,85413F-HRTimeline
Larson Financial Group LLC2,078,730$163M5.72%+451,64113F-HRTimeline
MML INVESTORS SERVICES, LLC2,069,030$162M0.43%-62,43013F-HRTimeline
Ocean Park Asset Management, LLC2,058,656$161M6.65%new13F-HRTimeline
Tennessee Valley Asset Management Partn…1,862,729$146M19.81%-103,67913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,759,947$138M7.71%-52,31813F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC1,748,006$137M12.91%+154,37613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,689,291$132M2.65%+102,02813F-HRTimelineGroup
Sand Hill Global Advisors, LLC1,672,735$131M4.61%-31,64913F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,658,222$130M22.21%+35,79113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,631,490$128M0.02%+519,32013F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …1,605,031$126M7.29%+76,18313F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,568,850$123M<0.01%-45,65813F-HRTimelineGroup
AlphaStar Capital Management, LLC1,555,133$122M10.5%+290,08713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,533,229$120M-141,569Timeline
AE Wealth Management LLC1,442,622$113M0.72%-81,19313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,439,300$113M0.15%+42,78713F-HRTimeline
VICUS CAPITAL1,418,548$111M8.49%+1,370,44513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,366,766$107M3.79%+23,90113F-HRTimelineGroup
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…1,300,000$102M4.43%new13F-HRTimeline
Aptus Capital Advisors, LLC1,265,622$99.1M0.91%-73,12413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,243,332$97.4M+47,057Timeline
World Investment Advisors1,237,558$97M1.99%-19,85213F-HRTimeline
RiverFront Investment Group, LLC1,235,494$96.8M1.7%+7,41213F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,186,674$93M1.11%+117,90213F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP1,178,666$92.3M0.1%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC1,152,879$90.3M0.81%+21,28713F-HRTimeline
Revere Asset Management, Inc1,147,458$89.9M33.92%+148,01213F-HRTimeline
Austin Private Wealth, LLC1,112,666$87.2M6.71%-20,04813F-HRTimeline
Crews Bank & Trust1,094,890$85.8M12.55%+54,51413F-HRTimeline
Mizuho Bank, Ltd.in group MIZUHO FINANCIAL GROUP INC1,090,000$85.4M9.48%-1,010,00013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,070,504$83.9M0.14%+846,14113F-HRTimeline
Avidian Wealth Enterprises, LLC1,039,233$81.4M3.07%+275,94213F-HRTimeline
Sterling Group Wealth Management, LLC1,032,684$80.9M40.08%+1,55013F-HRTimeline
Brown Financial Advisory1,025,811$80.4M42.08%-4,11813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,022,878$80.1M+24,721Timeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC946,683$74.2M4.05%+693,66813F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson935,150$73.3M0.03%+221,41013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC934,705$73.2M0.57%+14,48513F-HRTimelineGroup
KWB Wealth998,778$72.6M8.02%-279,45413F-HRTimeline
Standpoint Asset Management, LLC922,900$72.3M16.34%-171,00013F-HRTimeline
Intrua Financial, LLC919,539$72M8.43%+19,77513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding914,440$71.6M+12,451Timeline
Allen Capital Group, LLC907,662$71.1M6.79%-20,06013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC904,883$70.9M2.84%+316,42013F-HRTimelineGroup
O'Dell Group, LLC900,313$70.5M15.13%+10,66213F-HRTimeline
N.E.W. Advisory Services LLC894,844$70.1M6.26%-13,96513F-HRTimeline
One Day In July LLC891,616$69.8M5.91%+85,85513F-HRTimeline
Eagle Strategies LLC891,343$69.8M9.34%+35,57413F-HRTimeline
Vertex Planning Partners, LLC874,721$68.5M13.14%+26,20213F-HRTimeline
TAIYO LIFE INSURANCE CO855,500$67M5.87%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Auour Investments LLC821,702$64.4M20.96%+2,92913F-HRTimeline
O'Brien Wealth Partners LLC818,066$64.1M8.68%-7,89013F-HRTimeline
CFS Investment Advisory Services, LLC804,206$64.1M4.76%+45,94413F-HRTimeline
IAG Wealth Partners, LLC814,475$63.8M7.66%-231,59613F-HRTimeline
KICKSTAND VENTURES, LLC.811,673$63.6M13.99%-101,68713F-HRTimeline
INTEGRITY ALLIANCE, LLC.810,902$63.5M3%+18,13713F-HRTimeline
Americana Partners, LLC800,074$62.7M1.89%+6,79013F-HRTimeline
Solitude Financial Services795,823$62.3M21.34%new13F-HRTimeline
Lifelong Wealth Advisors, Inc.795,560$62.3M18.56%+7,73413F-HRTimeline
Wealthspire Advisors, LLC794,573$62.2M0.33%+1,93613F-HRTimeline
Dynamic Advisor Solutions LLC788,848$61.8M1.79%+22,92713F-HRTimeline
Leading Edge Financial Planning LLC775,753$60.8M15.25%+34,67513F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.774,166$60.6M22.34%+3,45113F-HRTimeline
Signal Advisors Wealth, LLC766,928$60.1M5.45%+128,40713F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT761,868$59.7M19.16%+9,28013F-HRTimeline
ODonnell Financial Services, LLC760,050$59.5M21.18%+33,97413F-HRTimeline
IHT Wealth Management, LLC758,546$59.4M1.5%+121,89713F-HRTimeline
Detalus Advisors, LLC754,841$59.1M15.31%-17,46813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC754,797$59.1M2.4%+3,54213F-HRTimeline
Snowden Capital Advisors LLC751,659$58.9M1.61%-7,18013F-HRTimeline
Modern Wealth Management, LLC747,746$58.6M1.16%+380,85413F-HRTimeline
New Perspectives, Inc730,687$57.2M25.62%-42,85413F-HRTimeline
Private Wealth Group, LLC730,347$57.2M28.47%+15,57613F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.714,392$56M4.05%+3,50113F-HRTimeline
HM PAYSON & CO700,160$54.9M0.79%-70,80113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC689,248$54M0.22%+684,42313F-HRTimelineGroup
Buttonwood Financial Group, LLC681,693$53.7M23.17%+339,83413F-HRTimeline
Badgley Phelps Wealth Managers, LLC672,866$52.7M1.11%+4,86413F-HRTimeline
HARBOUR INVESTMENTS, INC.672,771$52.7M1.2%+14,50913F-HRTimeline
Financial Enhancement Group LLC663,226$52.5M7.05%-19,57413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…665,625$52.1M0.1%+658,13313F-HRTimelineGroup
Tull Financial Group, Inc.664,597$52.1M22.99%+8,54313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\663,683$52M0.06%+20,42913F-HRTimelineGroup
Gladstone Institutional Advisory LLC641,950$50.3M1.94%-22,06813F-HRTimeline
WBH ADVISORY INC637,639$50M3.81%+44,72013F-HRTimeline
Western Wealth Management, LLC629,054$49.3M2.61%+11,35413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management628,701$49.3M0.59%-50,94413F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE627,445$49.2M0.06%+627,40013F-HRTimelineGroup
SOL Capital Management CO623,314$48.8M4.38%+48,90513F-HRTimeline
CCG WEALTH MANAGEMENT, LLC622,145$48.7M22.97%+11,91413F-HRTimeline
Global View Capital Management LLC614,439$48.1M10.22%+8,11813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC603,459$47.3M2.06%-38,70213F-HRTimeline
Clear Creek Financial Management, LLC599,397$47M4.07%-3,90713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding591,224$46.3M+7,866Timeline
PSI Advisors, LLC589,242$46.2M11.89%+6,23213F-HRTimeline
Compass Ion Advisors, LLC585,372$45.9M4.42%-590,84513F-HRTimeline
Louisiana State Employees Retirement Sy…584,900$45.8M0.77%+51,50013F-HRTimeline
Strategic Financial Partners, Ltd.580,911$45.5M20.84%-12,27413F-HRTimeline
Cornerstone Wealth Management, LLC579,426$45.4M2.51%+29,45513F-HRTimeline
First Heartland Consultants, Inc.578,916$45.4M3.66%+8,41313F-HRTimeline
Waverly Advisors, LLC577,162$45.2M0.45%+8,41613F-HRTimeline
IFP Advisors, Inc572,793$44.9M1.17%+11,36113F-HR/ATimeline
One Wealth Advisors, LLC571,089$44.7M5.61%+27,60713F-HRTimeline
VestGen Advisors, LLC564,184$44.2M1.47%+25,02413F-HRTimeline
Jackson Wealth Management, LLC564,067$44.2M4.42%+60,67113F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska561,408$44M5.24%-14,20613F-HRTimelineGroup
Geneos Wealth Management Inc.542,976$42.5M1.08%+7,23013F-HRTimeline
Farther Finance Advisors, LLC541,304$42.4M0.64%+173,32813F-HRTimeline
Sequoia Financial Advisors, LLC541,077$42.4M0.26%-21,35813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.535,348$41.9M0.31%+61,08413F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC525,935$41.2M13.67%+25,11813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp523,853$41M0.01%+149,31313F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…523,669$41M6.52%-16,34413F-HRTimeline
Investment Planning Advisors, Inc.517,140$40.5M12.74%+117,11713F-HRTimeline
Keystone Financial Group516,657$40.5M3.09%+9,70213F-HR/ATimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC510,926$40M12.53%+9,26913F-HR/ATimeline
Highland Financial Advisors, LLC499,212$39.1M11.21%+13,72113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC493,727$38.7M2.6%+13,24613F-HRTimeline
Bricktown Capital, LLC491,750$38.5M6.35%+206,00013F-HRTimeline
Crown Wealth Group, LLC482,326$37.8M11.35%+49,31513F-HRTimeline
Quantum Financial Planning Services, In…480,981$37.7M15.24%+16,15413F-HRTimeline
Procyon Advisors, LLC478,003$37.4M2.23%+33,98313F-HRTimeline
Rockbridge Investment Management, LCC476,944$37.4M3.69%+56,80113F-HRTimeline
Security Financial Services, INC.474,578$37.2M6.01%-6,94613F-HRTimeline
Petix & Botte Co474,182$37.1M8.57%+58,20113F-HRTimeline
Compass Financial Services Inc473,057$37.1M16.4%+17,16413F-HRTimeline
TABLEAUX LLC468,763$36.7M14.7%+166,23813F-HRTimeline
Financial Insights, Inc.466,412$36.5M12.1%+24,26513F-HRTimeline
Broadway Wealth Solutions, Inc.466,124$36.5M20.48%+22,70813F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC461,042$36.1M11.15%+92,45013F-HRTimeline
Arete Wealth Advisors, LLC448,435$35.2M2.2%+273,33113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC449,157$35.2M0.28%-17,68113F-HRTimeline
Merit Financial Group, LLC444,895$34.9M0.32%-8,70113F-HR/ATimeline
Ridgeline Wealth Planning, LLC443,473$34.7M26.09%-14,11713F-HRTimeline
Sanctuary Advisors, LLC441,341$34.6M0.2%+2,83213F-HR/ATimeline
Montz Harcus Wealth Management LLC437,356$34.3M14.95%+17,80113F-HRTimeline
GREENLEAF TRUST431,379$33.8M0.31%+389,99213F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…430,955$33.8M0.01%new13F-HRTimelineGroup
MONECO ADVISORS, LLC430,160$33.7M2.81%+98,28013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC426,126$33.4M0.8%+45,80213F-HRTimeline
Richmond Investment Services, LLC415,745$32.6M6.06%+108,42113F-HRTimeline
Horst & Graben Wealth Management LLC411,365$32.2M4.92%-2,98313F-HRTimeline
Wealthspire Retirement, LLC409,509$32.1M2.05%-1,58913F-HR/ATimeline
Walkner Condon Financial Advisors LLC409,484$32.1M5.08%+37,76613F-HRTimeline