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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,592 managers (1,613 13F filers) reported a position in SPYM shares at 2026-03-31, 1,117,278,184 shares in all. 110 filers opened a position and 98 filers sold out during the quarter.

Managers
1,592
13F filers
1,613
New
110
Added
825
Reduced
464
Sold out
98
Shares held by filers
1,117,278,184

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP110,682,000$8.26B3.97%+53,107,83813F-HRTimelineGroup
Betterment LLC91,626,856$7.01B13.28%+8,041,01413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO69,185,442$5.15B0.35%+60,724,40913F-HR/ATimelineGroup
USS Investment Management Ltd66,398,232$5.08B19.88%013F-HRTimeline
LPL Financial LLC58,660,538$4.49B1.19%+7,149,48313F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP49,650,246$3.8B4.07%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/36,172,901$2.77B0.2%-17,674,96613F-HRTimelineGroup
Creative Planningin group Creative Planning33,659,028$2.58B1.75%+858,87913F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC21,566,182$1.65B1.23%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding20,292,343$1.55B+2,372,138Timeline
Natixis Investment Managersgroup of 2 filers holding20,150,722$1.53B+476,355Timeline
Allianz Asset Management GmbHin group Allianz SE19,841,003$1.52B1.75%+14,769,84113F-HRTimelineGroup
Kedalion Capital Management LLP17,879,000$1.37B40.87%+14,039,00013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY17,249,772$1.32B0.08%-13,605,84213F-HRTimelineGroup
MKP Capital Management, L.L.C.13,671,700$1.05B34.39%new13F-HRTimeline
CWM, LLCin group CWM, LLC11,255,034$861M2.26%+895,77313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.10,605,839$812M0.08%-1,11013F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN9,989,832$765M4.05%013F-HRTimeline
National Mutual Insurance Federation of…in group National Mutual Insurance Fed…9,536,000$730M5.62%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,882,959$680M0.09%+860,69213F-HRTimelineGroup
Clark Capital Management Group, Inc.7,737,467$592M3.65%+287,61913F-HRTimeline
OSSIAM7,619,932$583M10.26%new13F-HRTimeline
OneDigital Investment Advisors LLC7,148,887$547M5.35%+1,025,12713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,138,779$546M0.8%-332,86413F-HRTimelineGroup
GREENLEAF TRUST6,396,243$490M4.81%+931,98113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC6,234,948$477M3.67%+791,66413F-HRTimeline
1900 WEALTH MANAGEMENT LLC6,025,725$461M29.61%+73,87213F-HRTimeline
TIG Advisors, LLCin group TIG Advisors, LLC5,960,514$456M21.78%+14,50213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,430,943$416M0.13%+822,49413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,371,307$411M0.25%+1,275,22713F-HRTimelineGroup
Advance Capital Management, Inc.5,268,562$403M15.28%-925,71213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,218,730$399M8.28%+301,28913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,122,117$391M0.09%-328,92213F-HR/ATimelineGroup
Financial Engines Advisors L.L.C.5,050,535$387M0.78%-16,51913F-HRTimeline
Private Advisor Group, LLC4,986,884$382M1.79%+178,01713F-HRTimeline
Cetera Investment Advisers4,862,925$372M0.4%+431,65613F-HRTimeline
GM Advisory Group, LLC4,861,791$372M14.33%+116,64813F-HRTimeline
Aptus Capital Advisors, LLC4,717,961$361M3.04%+3,097,81213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding4,693,719$359M+223,659Timeline
STATE STREET CORPin group STATE STREET CORP4,685,783$359M0.01%+1,983,92813F-HRTimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC4,638,019$357M13.18%+4,137,30713F-HRTimelineGroup
Independent Advisor Alliance4,479,098$343M3.68%+4,198,86613F-HRTimeline
HighTower Advisors, LLC4,367,372$334M0.35%+92,74513F-HRTimeline
First Command Advisory Services, Inc.4,252,491$325M2.19%+780,75013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC4,198,437$321M4.98%+158,96713F-HRTimelineGroup
NorthRock Partners, LLC4,164,509$319M5.14%+355,07313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,044,072$310M0.06%+533,94213F-HR/ATimelineGroup
Composition Wealth, LLC3,985,848$305M4.19%+786,69813F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC3,982,858$305M2.58%-108,81013F-HRTimeline
Advocacy Wealth Management, LLC3,982,740$305M13.48%+733,08713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,975,707$304M8%+158,81213F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC3,900,617$299M0.93%new13F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co3,547,258$272M13.12%+3,136,38513F-HRTimelineGroup
Norinchukin Bank, Thein group Norinchukin Bank, The3,511,270$269M3.14%013F-HRTimelineGroup
Stadion Money Management, LLC3,296,538$252M25.37%-497,05113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…3,109,441$238M0.68%+224,19013F-HR/ATimelineGroup
SCS Capital Management LLC3,104,457$238M2.52%+476,47013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,053,303$234M0.48%-180,38713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,015,193$231M0.04%+1,143,71013F-HRTimelineGroup
NewEdge Advisors, LLC2,755,901$211M0.76%+295,75813F-HR/ATimeline
Larson Financial Group LLC2,640,303$202M6.48%+357,51613F-HRTimeline
Klaas Financial Asset Advisors, LLC2,474,582$189M26.15%+2,467,75413F-HRTimeline
Mariner, LLCin group Mariner, LLC2,462,918$188M0.22%+146,73913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,499,654$188M0.41%-825,20513F-HRTimeline
Peterson Wealth Advisors, LLC2,403,354$184M24.47%+105,61113F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding2,372,907$182M+2,008,965Timeline
UBS Group AGgroup of 2 filers holding2,358,619$181M+306,773Timeline
C2P Capital Advisory Group, LLC d.b.a. …2,343,557$179M10.21%+599,31913F-HRTimeline
SPINNAKER TRUST2,267,826$174M9.61%+101,14913F-HRTimeline
VICUS CAPITAL2,262,820$173M12.73%+451,67913F-HRTimeline
Cambridge Investment Research Advisors,…2,228,576$171M0.44%+91,42813F-HRTimeline
Ocean Park Asset Management, LLC2,070,402$158M9.15%-65513F-HR/ATimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,059,639$158M0.41%+1,944,77713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,028,092$155M0.43%-375,27513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,859,482$142M24.33%+61,48613F-HRTimeline
AE Wealth Management LLC1,847,371$141M0.76%+418,26713F-HRTimeline
Sand Hill Global Advisors, LLC1,843,291$141M4.75%+229,70513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,832,000$140M0.12%+60,50013F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,807,986$138M7.77%+102,26013F-HRTimelineGroup
AlphaStar Capital Management, LLC1,807,460$138M10.2%+717,83013F-HRTimeline
Tennessee Valley Asset Management Partn…1,802,322$138M18.22%-131,51413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,682,469$129M2.34%-4,67813F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC1,624,460$124M4.3%+398,92113F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,454,568$111M+25,080Timeline
Integrated Wealth Concepts LLC1,451,918$111M0.89%+321,60113F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,409,193$108M8.07%-588,52913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,360,992$104M0.15%+105,12013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,353,188$104M+64,012Timeline
RiverFront Investment Group, LLC1,246,265$95.4M1.48%+10,48413F-HRTimeline
Modern Wealth Management, LLC1,222,286$94.3M1.62%+272,21613F-HRTimeline
CFS Investment Advisory Services, LLC1,110,238$92.8M6.39%+285,76013F-HRTimeline
Revere Asset Management, Inc1,209,143$92.5M47.41%-73,46213F-HRTimeline
World Investment Advisors1,173,658$89.8M1.45%-158,03313F-HRTimeline
WCG Wealth Advisors LLC1,159,101$88.7M2.48%+46,60013F-HRTimeline
KWB Wealth1,105,743$88.7M8.77%-8,19913F-HRTimeline
LVW Advisors, LLC1,158,465$88.7M8.65%+724,09313F-HRTimeline
Crews Bank & Trust1,155,857$88.5M12.83%+19,45213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,136,697$87M3.44%+165,68913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,129,064$86.4M-71,779Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,110,623$85M0.66%+92,20113F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,090,930$83.5M+99,239Timeline
Brown Financial Advisory1,080,020$82.7M41%+23,81713F-HRTimeline
Sterling Group Wealth Management, LLC1,079,682$82.6M39.09%+49,53313F-HRTimeline
One Day In July LLC1,059,807$81.1M6.49%+90,50213F-HRTimeline
Avidian Wealth Enterprises, LLC1,050,323$80.4M2.55%+16,64113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …1,010,637$77.4M4.19%new13F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.1,008,174$77.2M2.94%+163,34413F-HRTimeline
Signal Advisors Wealth, LLC1,003,334$76.8M5.27%+199,60313F-HRTimeline
Solitude Financial Services910,220$75M22.18%+80,74213F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC975,786$74.7M3.95%+24,37213F-HRTimelineGroup
Intrua Financial, LLC969,562$74.2M7.93%-13,74313F-HRTimeline
Vertex Planning Partners, LLC950,227$72.7M14.13%+67,29113F-HRTimeline
N.E.W. Advisory Services LLC944,513$72.3M5.41%+39,36613F-HRTimeline
Eagle Strategies LLC936,608$71.7M8.56%+44,90213F-HRTimeline
Leading Edge Financial Planning LLC914,702$70M14.73%+83,03413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV891,129$68.2M0.1%-279,39213F-HRTimeline
Allen Capital Group, LLC884,189$67.7M6.1%-4,15913F-HRTimeline
Detalus Advisors, LLC876,788$67.1M15.33%+81,16813F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson872,415$66.8M0.03%-62,73513F-HR/ATimelineGroup
TAIYO LIFE INSURANCE CO855,500$65.5M7.23%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Standpoint Asset Management, LLC855,100$65.4M15.87%-34,40013F-HRTimeline
Dynamic Advisor Solutions LLC852,472$65.2M2.06%+20,95313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp846,766$64.8M0.01%+217,80413F-HRTimelineGroup
IAG Wealth Partners, LLC846,198$64.8M7.23%+33,91013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding835,469$63.9M-79,970Timeline
KICKSTAND VENTURES, LLC.828,247$63.4M13.35%+17,67213F-HRTimeline
EARNED WEALTH ADVISORS, LLC803,198$61.5M4.11%+55,05113F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…803,137$61.5M0.72%-101,42313F-HRTimelineGroup
Lifelong Wealth Advisors, Inc.800,534$61.3M16.35%+4,64113F-HRTimeline
Auour Investments LLC794,899$60.8M19.14%+17,99113F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT793,804$60.8M17.96%+14,81813F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.772,538$59.1M20.34%+11,02313F-HRTimeline
ODonnell Financial Services, LLC766,031$58.6M20.18%-89213F-HRTimeline
Private Wealth Group, LLC762,635$58.4M27.22%+19,61213F-HR/ATimeline
Procyon Advisors, LLC758,822$58.1M2.86%+102,35813F-HRTimeline
Wealthspire Advisors, LLC751,451$57.5M0.45%-15,46813F-HRTimeline
CCG WEALTH MANAGEMENT, LLC745,917$57.1M15.48%+118,92113F-HRTimeline
HARBOUR INVESTMENTS, INC.741,576$56.8M0.88%+76,76213F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.740,721$56.7M3.85%+20,53413F-HRTimeline
New Perspectives, Inc730,608$55.9M19.37%-4,61113F-HRTimeline
Western Wealth Management, LLC717,248$54.9M2.09%-1,23113F-HR/ATimeline
WBH ADVISORY INC710,952$54.8M4.11%+18,34313F-HRTimeline
Snowden Capital Advisors LLC715,321$54.8M1.45%-28,92113F-HRTimeline
Keystone Financial Group714,132$54.7M3.74%+190,23213F-HRTimeline
Geneos Wealth Management Inc.703,341$53.8M1.25%+151,30613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…700,479$53.6M0.1%+20,89113F-HRTimelineGroup
Gateway Wealth Partners, LLC695,533$53.2M2.07%+410,81313F-HRTimeline
Tull Financial Group, Inc.689,630$52.8M23.57%+18,23513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.689,011$52.7M<0.01%+229,29813F-HRTimelineGroup
Security Financial Services, INC.685,665$52.5M8.3%+200,25913F-HRTimeline
One Wealth Advisors, LLC683,352$52.3M6.51%+102,09913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.648,382$52M0.33%+64,44113F-HRTimelineGroup
Financial Enhancement Group LLC621,656$52M6.45%-22,31313F-HRTimeline
Physician Wealth Advisors, Inc.675,168$51.7M7.19%+259,43113F-HRTimeline
Louisiana State Employees Retirement Sy…672,500$51.5M0.9%+212,60013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC669,716$51.3M14.3%+68,62113F-HRTimeline
Sanctuary Advisors, LLC669,084$51.2M0.28%+212,55313F-HRTimeline
HM PAYSON & CO661,241$50.6M0.73%-50,75813F-HRTimeline
HighPoint Advisor Group LLC652,997$50M2.09%+149,59813F-HRTimeline
Rockbridge Investment Management, LCC641,714$49.1M4.41%+100,43513F-HRTimeline
Badgley Phelps Wealth Managers, LLC640,610$49M0.98%-5,01813F-HRTimeline
Cornerstone Wealth Management, LLC631,003$48.3M2.42%+28,83713F-HRTimeline
PSI Advisors, LLC624,896$47.8M11.46%+20,73713F-HRTimeline
MONECO ADVISORS, LLC617,252$47.2M3.66%+94,66713F-HRTimeline
First Heartland Consultants, Inc.604,525$46.3M3.54%+24,04013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC594,530$45.5M1.97%-137,63213F-HRTimeline
Gladstone Institutional Advisory LLC593,732$45.4M1.68%-19,37913F-HRTimeline
Strategic Financial Partners, Ltd.591,330$45.3M19.55%-1,50813F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC590,368$45.2M13.74%+58,18013F-HRTimeline
Horst & Graben Wealth Management LLC534,801$45M6.18%+110,96213F-HRTimeline
Waverly Advisors, LLC587,224$44.9M0.34%+10,39913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management581,156$44.5M0.51%-24,41913F-HRTimelineGroup
Investment Planning Advisors, Inc.578,203$44.3M12.19%+54,11113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC571,822$43.8M1.93%+30,98013F-HRTimeline
Forthright Family Wealth Advisory LLC708,568$43.6M29.24%+499,24613F-HRTimeline
West Wealth Group, LLC562,031$43M8.5%+238,14713F-HRTimeline
Compass Ion Advisors, LLC556,584$42.6M4.06%-22,08113F-HRTimeline
Encompass More Asset Management555,365$42.5M7.17%+453,40813F-HRTimeline
RETIREMITTEN FINANCIAL LLC554,541$42.4M20.52%13F-HRTimeline
Highland Financial Advisors, LLC548,404$42M11.08%+40,00013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska544,531$41.7M4.22%new13F-HRTimelineGroup
IFP Advisors, Inc539,854$41.3M0.86%-11,58513F-HRTimeline
Quantum Financial Planning Services, In…539,444$41.3M14.83%+33,87313F-HRTimeline
Jackson Wealth Management, LLC538,699$41.2M4.24%+7,89413F-HRTimeline
Walkner Condon Financial Advisors LLC538,211$41.2M5.43%+32,42813F-HRTimeline
Financial Insights, Inc.535,431$41M13.28%+51,31813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC531,304$40.7M0.02%+220,51813F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…528,965$40.5M1.33%+166,69113F-HRTimelineGroup
Bricktown Capital, LLC526,537$40.3M7.93%+34,78713F-HRTimeline
Clear Creek Financial Management, LLC521,158$39.9M3.06%-163,12913F-HRTimeline
Farther Finance Advisors, LLC514,985$39.7M0.38%-155,09613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…516,718$39.5M6.24%+3,32613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding511,377$39.1M+4,797Timeline
Sequoia Financial Advisors, LLC509,074$39M0.22%-49,16413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…505,424$38.7M0.42%+154,12413F-HRTimelineGroup
Macco Financial Group, Inc.501,140$38.4M29.05%+91,26813F-HRTimeline
Broadway Wealth Solutions, Inc.494,737$37.9M19.58%+21,28213F-HRTimeline
TSG Advice Partners, LLC485,200$37.1M5.56%+478,76613F-HRTimeline
Crown Wealth Group, LLC484,160$37.1M10.88%-10,73313F-HRTimeline
SFG Wealth Management, LLC.474,554$36.3M14.95%+140,61613F-HRTimeline