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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,576 managers (1,598 13F filers) reported a position in SPYM shares at 2025-12-31, 853,845,379 shares in all. 126 filers opened a position and 58 filers sold out during the quarter.

Managers
1,576
13F filers
1,598
New
126
Added
722
Reduced
467
Sold out
58
Shares held by filers
853,845,379

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC83,585,842$6.71B12.77%+5,039,60513F-HRTimeline
USS Investment Management Ltd66,398,232$5.33B24.76%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP57,574,162$4.62B2.82%+6,591,55813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/53,847,867$4.32B0.31%-11,593,31413F-HRTimelineGroup
LPL Financial LLC51,511,055$4.13B1.13%+3,050,73013F-HRTimeline
Creative Planningin group Creative Planning32,800,149$2.63B1.88%+770,46213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY30,855,614$2.48B0.15%+16,607,35113F-HR/ATimelineGroup
Natixis Investment Managersgroup of 2 filers holding19,674,367$1.59B+17,199,257Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding17,920,205$1.44B+1,030,841Timeline
Invesco Ltd.in group Invesco Ltd.10,606,949$851M0.08%+28,21213F-HRTimelineGroup
CWM, LLCin group CWM, LLC10,359,261$831M2.25%+400,29213F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN9,989,832$801M4.17%013F-HRTimeline
National Mutual Insurance Federation of…in group National Mutual Insurance Fed…9,536,000$765M5.61%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,461,033$679M0.05%+213,76113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,022,267$644M0.09%+229,43113F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,471,643$599M0.88%-1,318,33813F-HRTimelineGroup
Clark Capital Management Group, Inc.7,449,848$598M3.67%-221,43813F-HRTimeline
Advance Capital Management, Inc.6,194,274$497M21.07%-1,390,16013F-HRTimeline
OneDigital Investment Advisors LLC6,123,760$491M4.81%+179,19313F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,951,853$477M30.62%+303,21213F-HRTimeline
TIG Advisors, LLCin group TIG Advisors, LLC5,946,012$477M22.99%+17,33513F-HRTimelineGroup
GREENLEAF TRUST5,464,262$438M4.02%+5,032,88313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,451,039$437M0.1%+817,00913F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC5,443,284$437M3.64%+491,87513F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE5,071,162$407M0.47%+4,443,71713F-HRTimelineGroup
Financial Engines Advisors L.L.C.5,067,054$406M0.77%+73,22713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4,917,441$394M8.4%+362,53213F-HRTimeline
Private Advisor Group, LLC4,808,867$386M1.81%+427,95113F-HRTimeline
GM Advisory Group, LLC4,745,143$381M14.91%+185,61613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,608,449$370M0.12%-73,16913F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding4,470,060$359M+31,668Timeline
Cetera Investment Advisers4,431,269$355M0.39%+215,90613F-HRTimeline
HighTower Advisors, LLC4,274,627$343M0.38%+423,75413F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding4,111,206$336M+4,078,439Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,096,080$329M0.21%+308,74113F-HR/ATimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC4,091,668$328M2.64%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC4,039,470$324M5.14%+289,79813F-HRTimelineGroup
Kedalion Capital Management LLP3,840,000$308M7.56%-9,044,00013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,816,895$306M8.47%-21,12913F-HR/ATimelineGroup
NorthRock Partners, LLC3,809,436$306M5.16%+111,69113F-HRTimeline
Stadion Money Management, LLC3,793,589$304M24.67%-125,77013F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The3,511,270$282M3.28%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,510,130$282M0.05%+184,11913F-HRTimelineGroup
First Command Advisory Services, Inc.3,471,741$279M1.94%+793,17813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,324,859$271M0.37%+146,53113F-HRTimeline
Advocacy Wealth Management, LLC3,249,653$261M10.91%+135,68113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,233,690$259M0.53%+43,97813F-HRTimelineGroup
Composition Wealth, LLC3,199,150$257M3.68%+402,94513F-HRTimeline
Mizuho Bank, Ltd.in group MIZUHO FINANCIAL GROUP INC3,170,000$254M30.26%+2,080,00013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…2,885,251$231M0.64%+213,10013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP2,701,855$217M0.01%+1,133,00513F-HRTimelineGroup
SCS Capital Management LLC2,627,987$211M2.23%+74,29913F-HRTimeline
NewEdge Advisors, LLC2,460,143$197M0.72%+293,04513F-HRTimeline
MML INVESTORS SERVICES, LLC2,403,367$193M0.47%+334,33713F-HRTimeline
Global Retirement Partners, LLC2,368,026$190M3.37%+83,43013F-HRTimeline
Mariner, LLCin group Mariner, LLC2,316,179$186M0.22%+179,39313F-HRTimelineGroup
Peterson Wealth Advisors, LLC2,297,743$184M24.57%-2,29113F-HRTimeline
Larson Financial Group LLC2,282,787$183M6.12%+204,05713F-HRTimeline
SPINNAKER TRUST2,166,677$174M9.3%+41,59013F-HRTimeline
Cambridge Investment Research Advisors,…2,137,148$171M0.45%-909,40613F-HRTimeline
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…2,102,500$169M5.02%+802,50013F-HRTimeline
Ocean Park Asset Management, LLC2,071,057$166M7.8%+12,40113F-HRTimeline
UBS Group AGin group UBS Group AG2,051,846$165M0.03%-105,60813F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC1,997,722$160M13.04%+249,71613F-HRTimeline
Tennessee Valley Asset Management Partn…1,933,836$155M20.11%+71,10713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,871,483$150M0.03%+239,99313F-HRTimelineGroup
VICUS CAPITAL1,811,141$145M10.9%+392,59313F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,797,996$144M24.46%+139,77413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,771,500$142M0.21%-1,311,80013F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …1,744,238$140M8.37%+139,20713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,705,726$137M7.25%-54,22113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,687,147$135M2.6%-2,14413F-HRTimelineGroup
Aptus Capital Advisors, LLC1,620,149$130M1.1%+354,52713F-HRTimeline
Sand Hill Global Advisors, LLC1,613,586$129M4.52%-59,14913F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,429,488$115M-103,741Timeline
AE Wealth Management LLC1,429,104$115M0.66%-13,51813F-HRTimeline
World Investment Advisors1,331,691$107M1.75%+94,13313F-HR/ATimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,289,176$103M+266,298Timeline
Revere Asset Management, Inc1,282,605$103M36.21%+135,14713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,255,872$101M0.13%-183,42813F-HRTimeline
RiverFront Investment Group, LLC1,235,781$99.1M1.63%+28713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,225,539$98.3M3.36%-141,22713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,200,843$96.3M-42,489Timeline
MERCER GLOBAL ADVISORS INC /ADV1,170,521$93.9M0.14%+100,01713F-HRTimeline
Crews Bank & Trust1,136,405$91.2M13.05%+41,51513F-HRTimeline
Austin Private Wealth, LLC1,133,896$91M6.82%+21,23013F-HRTimeline
Integrated Wealth Concepts LLC1,130,317$90.7M1.08%-22,56213F-HRTimeline
KWB Wealth1,113,942$89.4M8.46%+115,16413F-HRTimeline
WCG Wealth Advisors LLC1,112,501$89.2M2.5%+801,84913F-HRTimeline
AlphaStar Capital Management, LLC1,089,630$87.4M6.41%-465,50313F-HRTimeline
Brown Financial Advisory1,056,203$84.7M42.82%+30,39213F-HRTimeline
Avidian Wealth Enterprises, LLC1,033,682$82.9M3.02%-5,55113F-HRTimeline
Sterling Group Wealth Management, LLC1,030,149$82.6M40%-2,53513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,018,422$81.7M0.69%+83,71713F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding991,691$79.6M+77,251Timeline
Intrua Financial, LLC983,305$78.9M8.65%+63,76613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC971,008$77.9M3.03%+66,12513F-HRTimelineGroup
One Day In July LLC969,305$77.8M6.39%+77,68913F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC951,414$76.3M4.02%+4,73113F-HRTimelineGroup
Modern Wealth Management, LLC950,070$76.2M1.39%+202,32413F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson935,150$75M0.03%013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding915,439$73.4M+653,106Timeline
N.E.W. Advisory Services LLC905,147$72.6M5.37%+10,30313F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…904,560$72.6M0.86%-282,11413F-HRTimelineGroup
Eagle Strategies LLC891,706$71.5M9.14%+36313F-HRTimeline
Standpoint Asset Management, LLC889,500$71.4M16.3%-33,40013F-HRTimeline
Allen Capital Group, LLC888,348$71.3M6.56%-19,31413F-HRTimeline
Vertex Planning Partners, LLC882,936$70.8M16.46%+8,21513F-HRTimeline
TAIYO LIFE INSURANCE CO855,500$68.6M5.87%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
INTEGRITY ALLIANCE, LLC.844,830$67.8M2.48%+33,92813F-HRTimeline
Leading Edge Financial Planning LLC831,668$66.7M15.2%+55,91513F-HRTimeline
Dynamic Advisor Solutions LLC831,519$66.7M2.14%+42,67113F-HRTimeline
Solitude Financial Services829,478$66.5M21.94%+33,65513F-HRTimeline
CFS Investment Advisory Services, LLC824,478$66.1M4.83%+20,27213F-HRTimeline
O'Brien Wealth Partners LLC812,351$65.2M8.62%-5,71513F-HRTimeline
IAG Wealth Partners, LLC812,288$65.2M7.55%-2,18713F-HRTimeline
KICKSTAND VENTURES, LLC.810,575$65M13.7%-1,09813F-HRTimeline
Signal Advisors Wealth, LLC803,731$64.5M5.13%+36,80313F-HRTimeline
Stone House Investment Management, LLC797,710$64M9.93%new13F-HRTimeline
Lifelong Wealth Advisors, Inc.795,893$63.8M16.98%+33313F-HRTimeline
Detalus Advisors, LLC795,620$63.8M15.56%+40,77913F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT778,986$62.5M19.31%+17,11813F-HRTimeline
Auour Investments LLC776,908$62.3M19.83%-44,79413F-HRTimeline
ODonnell Financial Services, LLC766,923$61.5M21.03%+6,87313F-HRTimeline
Wealthspire Advisors, LLC766,919$61.5M0.49%-27,65413F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.761,515$61.1M21.65%-12,65113F-HRTimeline
EARNED WEALTH ADVISORS, LLC748,147$60M4.26%new13F-HR/ATimeline
Snowden Capital Advisors LLC744,242$59.7M1.54%-7,41713F-HRTimeline
Private Wealth Group, LLC743,023$59.6M28.59%+12,67613F-HRTimeline
New Perspectives, Inc735,219$59M20.45%+4,53213F-HRTimeline
Americana Partners, LLC733,516$58.8M1.62%-66,55813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC732,162$58.7M2.37%-22,63513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.720,187$57.8M4.02%+5,79513F-HRTimeline
Western Wealth Management, LLC718,479$57.6M2.66%+89,42513F-HRTimeline
HM PAYSON & CO711,999$57.1M0.81%+11,83913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC700,995$55.7M0.22%+11,74713F-HRTimelineGroup
WBH ADVISORY INC692,609$55.6M4.11%+54,97013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…679,588$54.9M0.1%+13,96313F-HRTimelineGroup
Clear Creek Financial Management, LLC684,287$54.9M4.48%+84,89013F-HRTimeline
Tull Financial Group, Inc.671,395$53.9M23.07%+6,79813F-HRTimeline
Farther Finance Advisors, LLC670,081$53.8M0.58%+128,77713F-HRTimeline
HARBOUR INVESTMENTS, INC.664,814$53.3M1.08%-7,95713F-HRTimeline
Procyon Advisors, LLC656,464$52.7M2.61%+178,46113F-HRTimeline
Global View Capital Management LLC649,985$52.1M9.72%+35,54613F-HRTimeline
Financial Enhancement Group LLC643,969$51.9M6.76%-19,25713F-HRTimeline
Badgley Phelps Wealth Managers, LLC645,628$51.8M0.95%-27,23813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp628,962$50.5M0.01%+105,10913F-HRTimelineGroup
CCG WEALTH MANAGEMENT, LLC626,996$50.3M21.55%+4,85113F-HRTimeline
Gladstone Institutional Advisory LLC613,111$49.2M1.86%-28,83913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management605,575$48.6M0.56%-23,12613F-HRTimelineGroup
PSI Advisors, LLC604,159$48.5M12.17%+14,91713F-HRTimeline
Cornerstone Wealth Management, LLC602,166$48.3M2.51%+22,74013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC601,095$48.2M13.75%+140,05313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC596,970$47.9M3.24%+552,88513F-HRTimeline
Strategic Financial Partners, Ltd.592,838$47.6M20.59%+11,92713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.583,941$46.8M0.32%+48,59313F-HRTimelineGroup
One Wealth Advisors, LLC581,253$46.6M5.7%+10,16413F-HRTimeline
First Heartland Consultants, Inc.580,485$46.6M3.53%+1,56913F-HRTimeline
Compass Ion Advisors, LLC578,665$46.4M4.42%-6,70713F-HRTimeline
Waverly Advisors, LLC576,825$46.3M0.37%-33713F-HRTimeline
Sequoia Financial Advisors, LLC558,238$44.8M0.25%+17,16113F-HRTimeline
Petix & Botte Co558,055$44.8M10.16%+83,87313F-HRTimeline
Geneos Wealth Management Inc.552,035$44.3M1.08%+9,05913F-HRTimeline
IFP Advisors, Inc551,439$44.2M0.99%-21,35413F-HRTimeline
Rockbridge Investment Management, LCC541,279$43.4M4.04%+64,33513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC540,842$43.4M2.05%-62,61713F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC532,188$42.7M13.38%+6,25313F-HRTimeline
Jackson Wealth Management, LLC530,805$42.6M4.15%-33,26213F-HRTimeline
Investment Planning Advisors, Inc.524,092$42M12.24%+6,95213F-HRTimeline
Keystone Financial Group523,900$42M3.11%+7,24313F-HRTimeline
MONECO ADVISORS, LLC522,585$41.9M3.33%+92,42513F-HRTimeline
SOL Capital Management CO519,146$41.6M3.74%-104,16813F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…513,392$41.2M6.4%-10,27713F-HRTimeline
Highland Financial Advisors, LLC508,404$40.8M11.31%+9,19213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding506,580$40.6M-84,644Timeline
Walkner Condon Financial Advisors LLC505,783$40.6M5.64%+96,29913F-HRTimeline
Buttonwood Financial Group, LLC496,741$40.6M21.56%-184,95213F-HRTimeline
Quantum Financial Planning Services, In…505,571$40.6M14.7%+24,59013F-HRTimeline
HighPoint Advisor Group LLC503,399$40.4M0.89%new13F-HRTimeline
Crown Wealth Group, LLC494,893$39.7M11.09%+12,56713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC492,086$39.5M2.81%-1,64113F-HRTimeline
Bricktown Capital, LLC491,750$39.4M6.64%013F-HRTimeline
Security Financial Services, INC.485,406$38.9M6.11%+10,82813F-HRTimeline
Financial Insights, Inc.484,113$38.8M13.02%+17,70113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…483,135$38.8M0.05%+112,37813F-HRTimelineGroup
Compass Financial Services Inc477,690$38.3M16.52%+4,63313F-HRTimeline
Broadway Wealth Solutions, Inc.473,455$38M20.28%+7,33113F-HRTimeline
Louisiana State Employees Retirement Sy…459,900$36.9M0.63%-125,00013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.459,713$36.9M<0.01%+328,80213F-HRTimelineGroup
Sanctuary Advisors, LLC456,531$36.6M0.2%+15,19013F-HRTimeline
Mueller Wealth, LLC455,796$36.6M30.26%13F-HRTimeline
PFG Advisors452,727$36.3M1.76%+94,94613F-HRTimeline
Richmond Investment Services, LLC451,131$36.2M6.26%+35,38613F-HRTimeline
Ridgeline Wealth Planning, LLC448,029$35.9M25.65%+4,55613F-HRTimeline
Merit Financial Group, LLC445,773$35.8M0.29%+87813F-HRTimeline
Bauman Advisory Group, LLC445,771$35.8M28.82%13F-HRTimeline
Montz Harcus Wealth Management LLC440,475$35.3M14.32%+3,11913F-HRTimeline
LVW Advisors, LLC434,372$34.8M3.53%+139,39113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC428,624$34.4M0.26%-20,53313F-HRTimeline
Horst & Graben Wealth Management LLC423,839$34M5.13%+12,47413F-HRTimeline