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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

Filings received so far for Q3 2026: 95 13F filers report a position in SPYM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Gradient Investments LLCin group Gradient Investments LLC4,535,435$407M5.82%+60,63113F-HRTimelineGroup
Peterson Wealth Advisors, LLC2,542,472$228M26.48%+83,77913F-HRTimeline
Farther Finance Advisors, LLC902,351$81M0.57%+295,08813F-HRTimeline
Avidian Wealth Enterprises, LLC862,435$77.4M2.16%-110,74113F-HRTimeline
First Heartland Consultants, Inc.701,619$63M4.19%+18,60813F-HRTimeline
Financial Enhancement Group LLC620,582$56.8M6.53%-1,69413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…515,117$46.2M6.58%-9,99013F-HRTimeline
Montz Harcus Wealth Management LLC462,330$41.5M14.55%+8,24613F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC388,769$34.9M19.47%+9,29613F-HRTimeline
Investors Research Corp284,296$25.5M4.48%+23,45513F-HRTimeline
Westwind Capital240,135$21.6M5.06%-7,24413F-HRTimeline
Balefire, LLC239,532$21.5M3.38%+62,32213F-HRTimeline
CoreCap Advisors, LLC236,247$21.2M0.61%+10,05213F-HRTimeline
LEGACY SOLUTIONS, LLC230,851$20.7M15.83%-1,00913F-HRTimeline
Galvin, Gaustad & Stein, LLC168,178$15.1M1.14%+99,34013F-HRTimeline
TrueWealth Advisors, LLC153,125$13.7M3.09%+127,33913F-HRTimeline
Venture Visionary Partners LLC134,517$12.1M0.32%-1,19313F-HRTimeline
Worth Asset Management, LLC132,211$11.9M3.46%+19,06613F-HRTimeline
Apeiron RIA LLC127,546$11.5M2.61%+24,09813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC83,336$7.48M0.48%+31,81913F-HRTimeline
Roan Capital Partners83,103$7.46M5.46%+8,75213F-HRTimeline
Cassilly Financial Group LLC81,251$7.29M4.9%+3,33113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC66,728$5.99M0.36%-12213F-HRTimeline
Asempa Wealth Advisors63,560$5.72M4.46%+5,49413F-HRTimeline
HWG Holdings LP63,592$5.71M1.32%+19,60313F-HRTimeline
YHB Investment Advisors, Inc.59,013$5.3M0.33%+3,03513F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC56,957$5.11M1.2%+86013F-HRTimeline
HF Advisory Group, LLC53,772$4.83M1.44%+88313F-HRTimeline
Emergent Wealth Advisors, LLC42,364$3.8M1.99%-9,49213F-HRTimeline
Apella Capital, LLC37,837$3.46M0.04%-5,00213F-HRTimeline
Cooper Financial Group35,369$3.17M0.25%+2,94113F-HRTimeline
Frisco Financial Planning LLC29,479$2.65M2.06%-21113F-HRTimeline
Sound Income Strategies, LLC28,928$2.63M0.12%-5,10013F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC21,742$1.95M1.84%+2,50513F-HRTimeline
Strong Retirement Solutions LLC21,599$1.94M1.09%+6,11713F-HRTimeline
Wealth Group Ltd20,342$1.84M0.34%-1913F-HRTimeline
GoalVest Advisory LLC19,690$1.77M0.31%-40313F-HRTimeline
MFG WEALTH MANAGEMENT, INC.17,801$1.6M1.16%-6,05513F-HRTimeline
TLWM16,271$1.46M0.23%+24013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC15,254$1.38M0.2%-23213F-HRTimeline
Weaver Consulting Group15,120$1.36M0.26%+1,68013F-HRTimeline
GK Wealth Management LLC14,495$1.3M0.73%-6,52413F-HRTimeline
Ayalon Insurance Comp Ltd.13,500$1.21M0.1%-2,16013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC12,575$1.13M0.22%+3113F-HRTimeline
Delta Wealth Advisors LLC12,291$1.1M0.76%+48913F-HRTimeline
Athena Wealth Management, LLC12,044$1.08M0.78%-19313F-HRTimeline
Mallini Complete Financial Planning LLC11,368$1.02M0.72%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…10,422$935K0.61%-3013F-HRTimeline
Shira Ridge Wealth Management8,975$806K0.28%-10013F-HRTimeline
Wedmont Private Capital8,767$798K0.02%+64213F-HRTimeline
Valeo Financial Advisors, LLC8,676$779K0.02%-6313F-HRTimeline
Acropolis Investment Management, LLC7,985$717K0.03%-1,30813F-HRTimeline
ROCKLAND TRUST CO7,566$679K0.03%+17913F-HRTimeline
Castleview Partners, LLC7,500$673K0.3%+78713F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC7,321$657K0.18%-8013F-HRTimeline
Defender Capital, LLC.7,200$646K0.2%013F-HRTimeline
Deane Retirement Strategies, Inc.6,500$583K0.24%+1,77713F-HRTimeline
Matrix Trust Co6,035$542K0.08%-7,53613F-HRTimeline
SigFig Wealth Management, LLC5,852$525K0.01%+81413F-HRTimeline
Councilor Wealth, LLC5,729$514K0.21%-14713F-HRTimeline
Buska Wealth Management, LLC5,711$513K0.18%+77313F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…5,627$505K0.04%013F-HRTimelineGroup
Leverty Financial Group, LLC5,391$484K0.09%+12513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,168$464K0.12%+1,65313F-HRTimeline
Heartwood Wealth Advisors LLC4,883$438K0.03%+713F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC4,375$393K0.04%-12313F-HRTimeline
Successful Portfolios LLC4,159$379K0.17%+7013F-HRTimeline
Plan A Wealth LLC3,571$321K0.11%-57413F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV3,346$300K0.03%new13F-HRTimeline
Box Hill Private Wealth LLC3,216$289K0.21%+913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,146$282K0.02%-11513F-HRTimelineGroup
City Center Advisors, LLC2,935$263K0.2%+7913F-HRTimeline
Kaydan Wealth Management, Inc.2,876$258K0.09%-5013F-HRTimeline
Green Ridge Wealth Planning LLC2,780$250K0.1%-64913F-HRTimeline
Baring Financial LLC2,756$247K0.13%+33513F-HRTimeline
CogentBlue Wealth Advisors, LLC2,625$236K0.22%-17113F-HRTimeline
Great Waters Wealth Management2,618$235K0.02%+113F-HRTimeline
Stonebridge Financial Group, LLC2,471$222K0.02%-2,71813F-HRTimeline
Everhart Financial Group, Inc.2,451$220K0.01%-46013F-HRTimeline
Bullock Wealth Management Group2,201$198K0.08%-1613F-HRTimeline
GAMMA Investing LLC1,537$138K<0.01%+23213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,431$128K0.01%-49713F-HRTimeline
Planning Strategies Inc.1,200$108K0.06%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,098$98.6K0.03%-17813F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,054$94.6K0.01%013F-HRTimeline
CX Institutional936$84K<0.01%-57613F-HRTimeline
Rosenberg Matthew Hamilton913$82K0.01%013F-HRTimeline
Pacifica Partners Inc.580$52.2K0.02%013F-HRTimeline
Trust Co518$46.5K<0.01%013F-HRTimeline
EASTERN BANK253$22.7K<0.01%+15613F-HRTimeline
Roxbury Financial LLC188$16.9K0.01%013F-HRTimeline
Olistico Wealth, LLC128$11.5K<0.01%new13F-HRTimeline
Davis Capital Management21$1.89K<0.01%013F-HRTimeline
Versant Capital Management, Inc10$857<0.01%013F-HRTimeline
Noble Wealth Management PBC3$269<0.01%new13F-HRTimeline