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Disclosery

EMHC SPDR SERIES TRUST

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ETF (fund)

72 managers (73 13F filers) reported a position in EMHC shares at 2024-12-31, 9,524,786 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers
72
13F filers
73
New
6
Added
36
Reduced
20
Sold out
7
Shares held by filers
9,524,786

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Municipal Employees' Retirement System …6,460,066$154M2.12%-19,22213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding617,761$14.7M+56,499Timeline
LPL Financial LLC607,480$14.4M0.01%+36,01413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.351,213$8.35M0.02%+7,70913F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC300,303$7.14M0.02%+66613F-HRTimelineGroup
Aspire Private Capital, LLC117,872$2.8M0.7%+3,79813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC97,688$2.32M0.02%+4,57413F-HRTimelineGroup
Sharkey, Howes & Javer60,004$1.43M0.2%+4,98113F-HRTimeline
NewEdge Advisors, LLC58,541$1.39M0.01%+4,63013F-HRTimeline
Cetera Investment Advisers58,150$1.38M<0.01%+36,93013F-HRTimeline
Cambridge Investment Research Advisors,…57,274$1.36M<0.01%+3,07313F-HRTimeline
Hobart Private Capital, LLC56,249$1.34M0.33%-2,16713F-HRTimeline
GeoWealth Management, LLC56,242$1.34M0.04%+2,49113F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.53,449$1.27M0.62%+6,31313F-HRTimeline
Hibernia Wealth Partners, LLC45,061$1.07M0.82%-36,37913F-HRTimeline
Raleigh Capital Management Inc.44,458$1.06M0.41%+5,62013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,104$763K<0.01%+9,66413F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP29,179$696K<0.01%-13713F-HRTimeline
Walkner Condon Financial Advisors LLC28,336$674K0.14%+14513F-HRTimeline
Signal Advisors Wealth, LLC27,610$657K0.07%new13F-HRTimeline
Austin Private Wealth, LLC27,277$649K0.06%+2,88013F-HRTimeline
Sanctuary Advisors, LLC25,672$622K<0.01%+7,38813F-HRTimeline
HighTower Advisors, LLC25,596$609K<0.01%+2,05813F-HRTimeline
RFG Advisory, LLC23,194$552K0.02%+1,52413F-HRTimeline
AE Wealth Management LLC22,413$533K<0.01%+3,75013F-HRTimeline
HARBOUR INVESTMENTS, INC.18,167$432K0.01%+1,38713F-HRTimeline
NOVUS ADVISORS, LLC17,719$421K0.42%13F-HRTimeline
Aveo Capital Partners, LLC17,517$417K0.05%+10913F-HRTimeline
McNamara Financial Services, Inc.15,308$364K0.09%-1,64813F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.15,206$362K0.15%-15313F-HRTimeline
RWA WEALTH PARTNERS, LLC14,875$354K<0.01%013F-HRTimeline
FLOW TRADERS U.S. LLC14,377$342K0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,281$292K0.01%+2,04613F-HRTimelineGroup
International Private Wealth Advisors L…11,356$270K0.27%new13F-HRTimeline
Orion Porfolio Solutions, LLC10,596$252K<0.01%+32713F-HRTimeline
Orion Portfolio Solutions, LLC10,596$252K<0.01%+32713F-HRTimeline
Lifeworks Advisors, LLC9,827$234K0.04%-65613F-HRTimeline
Cannon Financial Strategists, Inc.9,755$232K0.04%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,570$228K0.01%-7,63513F-HRTimeline
Balboa Wealth Partners9,570$228K0.05%+45813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,634$205K0.02%+16213F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.7,601$181K0.13%-1,66713F-HRTimeline
Global Financial Private Client, LLC4,073$96.9K0.04%+18413F-HRTimeline
Farther Finance Advisors, LLC3,272$77.8K<0.01%+40713F-HRTimeline
Balefire, LLC2,718$64.8K0.02%-2613F-HRTimeline
Castleview Partners, LLC2,711$64.6K0.03%+34413F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,570$61.1K<0.01%-10213F-HRTimelineGroup
Smartleaf Asset Management LLC2,517$60K0.01%+60913F-HRTimeline
Richard W. Paul & Associates, LLC2,488$59.2K0.02%-213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,254$53.6K<0.01%new13F-HRTimelineGroup
Allworth Financial LP1,901$45.8K<0.01%new13F-HRTimeline
Transce3nd, LLC850$20.2K0.01%13F-HRTimeline
AdvisorNet Financial, Inc517$12.3K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV449$10.7K<0.01%+37613F-HRTimeline
CWM, LLCin group CWM, LLC415$10K<0.01%-20513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN343$8.16K<0.01%-4,54113F-HRTimelineGroup
Aptus Capital Advisors, LLC258$6.14K<0.01%-5413F-HRTimeline
Global Retirement Partners, LLC253$6.02K<0.01%-6813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA230$5K<0.01%-36613F-HRTimelineGroup
COMERICA BANK154$3.66K<0.01%+913F-HR/ATimeline
Safe Harbor Fiduciary, LLC132$3.14K<0.01%-713F-HRTimeline
IFP Advisors, Inc123$2.92K<0.01%013F-HRTimeline
FLP Wealth Management, LLC109$2.6K0.01%13F-HRTimeline
REAP Financial Group, LLC92$2.19K<0.01%+513F-HRTimeline
Capital A Wealth Management, LLC53$1.26K<0.01%13F-HRTimeline
CoreCap Advisors, LLC51$1.21K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…45$1.07K<0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.25$595<0.01%13F-HRTimeline
FMR LLCin group FMR LLC19$452<0.01%-113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$28<0.01%-6613F-HR/ATimelineGroup
Covestor Ltd16$00%+1113F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.