SPSM · Insider trading · 13F holders · Congress trades
Spdr Series Trust (SPSM)
Who is buying and selling SPSM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 272
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SPSM at a glance
- No open-market insider purchases or sales of SPSM were filed in the last 90 days.
- 272 13F filers hold SPSM among their 50 largest positions, worth $5.6B combined. The biggest bets by portfolio weight are Abound Financial, LLC (10.9%), Pinnacle Wealth Planning Services, Inc. (9.7%) and My Portfolio Guide, LLC (9.0%). In their latest 13Fs, 3 managers opened a new position and 57 added to one.
- No member of Congress has disclosed a trade in SPSM.
SPSM insider trading
No open-market insider purchases or sales of SPSM were filed in the last 90 days.
Who owns SPSM? Hedge funds and superinvestors
272 13F filers hold SPSM among their 50 largest positions, worth $5.6B combined. The biggest bets by portfolio weight are Abound Financial, LLC (10.9%), Pinnacle Wealth Planning Services, Inc. (9.7%) and My Portfolio Guide, LLC (9.0%). In their latest 13Fs, 3 managers opened a new position and 57 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Betterment LLCWealth manager | 1.9% | $1.1B | 19,180,838 | +0.9% shares | Q2 2026 |
| Financial Engines Advisors L.L.C.Wealth manager | 1.9% | $1.1B | 18,804,022 | -9.0% shares | Q2 2026 |
| Valmark Advisers, Inc.Wealth manager | 3.1% | $294.2M | 5,101,635 | -5.7% shares | Q2 2026 |
| Cliftonlarsonallen Wealth Advisors, LLCWealth manager | 3.6% | $275.4M | 5,209,244 | +3.7% shares | Q3 2026 |
| Pinnacle Wealth Planning Services, Inc.Wealth manager | 9.7% | $99.1M | 1,873,855 | -2.4% shares | Q3 2026 |
| Wealthcare Advisory Partners LLCWealth manager | 1.7% | $97.8M | 1,849,842 | +4.1% shares | Q3 2026 |
| Crestwood Advisors Group, LLCWealth manager | 1.4% | $91.7M | 1,734,274 | -0.5% shares | Q3 2026 |
| Dakota Wealth ManagementWealth manager | 1.7% | $86.5M | 1,499,275 | +8.4% shares | Q2 2026 |
| Mason Street Advisors, LLCMutual fund manager | 7.2% | $79.5M | 1,379,248 | +4.0% shares | Q2 2026 |
| Great Valley Advisor Group, Inc.Wealth manager | 1.1% | $69.2M | 1,200,234 | +0.1% shares | Q2 2026 |
| Vantagepoint Investment Advisers LLCHedge fund | 0.5% | $63.7M | 1,205,117 | — | Q3 2026 |
| Midland Wealth Advisors, LLCInstitutional asset manager | 2.3% | $50.5M | 955,051 | -0.4% shares | Q3 2026 |
| First Command Advisory Services, Inc.Wealth manager | 0.3% | $47.2M | 818,472 | +10.8% shares | Q2 2026 |
| One Day In July LLCWealth manager | 3.2% | $46.4M | 804,494 | +9.1% shares | Q2 2026 |
| Stadion Money Management, LLCWealth manager | 4.0% | $46.3M | 803,443 | -6.8% shares | Q2 2026 |
| Patriot Investment Management Group, Inc.Wealth manager | 2.6% | $44.3M | 838,842 | +0.6% shares | Q3 2026 |
| HighPoint Advisor Group LLCWealth manager | 1.4% | $40.1M | 695,486 | +22.5% shares | Q2 2026 |
| Vicus CapitalWealth manager | 2.5% | $39.5M | 684,168 | +0.2% shares | Q2 2026 |
| Morningstar Investment Management LLCAsset manager | 2.3% | $37.4M | 774,051 | +0.0% shares | Q2 2026 |
| Greenleaf TrustInvestment manager | 0.4% | $37.3M | 704,971 | +5.5% shares | Q3 2026 |
| Peterson Wealth Advisors, LLCWealth manager | 4.2% | $36.4M | 688,151 | +3.0% shares | Q3 2026 |
| St Germain D J Co IncInvestment manager | 1.3% | $36.3M | 630,122 | +2.1% shares | Q2 2026 |
| RKL Wealth Management LLCWealth manager | 2.8% | $34.8M | 658,787 | +10.9% shares | Q3 2026 |
| TSG Advice Partners, LLCWealth manager | 4.5% | $34.7M | 602,540 | +0.5% shares | Q3 2026 |
| Evernest Financial Advisors, LLCWealth manager | 7.2% | $34.6M | 599,855 | +6.7% shares | Q2 2026 |
| Berkshire Asset Management Llc/paAsset manager | 1.3% | $34.3M | 593,958 | +1.7% shares | Q2 2026 |
| Bokf, NaBank & trust | 0.5% | $34.1M | 644,330 | +0.1% shares | Q3 2026 |
| Oarsman Capital, Inc.Wealth manager | 3.6% | $33.7M | 583,514 | +6.2% shares | Q2 2026 |
| AlphaStar Capital Management, LLCWealth manager | 1.8% | $30.6M | 578,526 | +11.0% shares | Q3 2026 |
| Avior Wealth Management, LLCWealth manager | 0.8% | $29.6M | 560,773 | +0.4% shares | Q3 2026 |
The 30 largest of 272 positions, by value. Each manager counts with its latest 13F (Q3 2026: 126, Q2 2026: 141, Q1 2026: 5). Screen SPSM in the grand portfolio →
SPSM stock trades by members of Congress
No member of Congress has disclosed a trade in SPSM.
SPSM questions and answers
Are insiders buying SPSM stock?
No open-market insider purchases or sales of SPSM were filed in the last 90 days.
Which hedge funds own SPSM?
272 13F filers hold SPSM among their 50 largest positions, worth $5.6B combined. The biggest bets by portfolio weight are Abound Financial, LLC (10.9%), Pinnacle Wealth Planning Services, Inc. (9.7%) and My Portfolio Guide, LLC (9.0%). In their latest 13Fs, 3 managers opened a new position and 57 added to one.
Has Congress traded SPSM?
No member of Congress has disclosed a trade in SPSM.
Who is the largest holder of SPSM?
Among 13F filers, Betterment LLC reports the largest SPSM position, $1.1B (19,180,838 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Abound Financial, LLC's: 10.9% of its portfolio.
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