Skip to content
Disclosery

EMHC SPDR SERIES TRUST

Follow

ETF (fund)

76 managers (77 13F filers) reported a position in EMHC shares at 2025-03-31, 4,757,712 shares in all. 14 filers opened a position and 9 filers sold out during the quarter.

Managers
76
13F filers
77
New
14
Added
44
Reduced
11
Sold out
9
Shares held by filers
4,757,712

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC1,118,779$27M0.01%+511,29913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding815,790$19.7M+198,029Timeline
ASSETMARK, INCin group ASSETMARK, INC531,851$12.9M0.04%+231,54813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.305,238$7.37M0.02%-45,97513F-HRTimelineGroup
Aspire Private Capital, LLC207,988$5.03M1.25%+90,11613F-HRTimeline
Austin Private Wealth, LLC172,888$4.18M0.38%+145,61113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC110,869$2.68M0.03%+13,18113F-HRTimelineGroup
NewEdge Advisors, LLC109,207$2.64M0.02%+50,66613F-HRTimeline
Sharkey, Howes & Javer101,900$2.46M0.35%+41,89613F-HRTimeline
Cambridge Investment Research Advisors,…97,830$2.36M0.01%+40,55613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC90,602$2.19M<0.01%+58,49813F-HR/ATimelineGroup
LANDMARK WEALTH MANAGEMENT, INC.83,573$2.02M0.96%+30,12413F-HRTimeline
Cetera Investment Advisers79,809$1.93M<0.01%+21,65913F-HRTimeline
Raleigh Capital Management Inc.75,881$1.83M0.83%+31,42313F-HRTimeline
Hobart Private Capital, LLC67,102$1.62M0.41%+10,85313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…66,069$1.6M<0.01%new13F-HRTimelineGroup
Hibernia Wealth Partners, LLC53,451$1.29M0.92%+8,39013F-HRTimeline
HighTower Advisors, LLC49,848$1.2M<0.01%+24,25213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC37,544$907K0.02%+27,97413F-HRTimeline
AE Wealth Management LLC37,527$907K0.01%+15,11413F-HRTimeline
RFG Advisory, LLC37,261$900K0.02%+14,06713F-HRTimeline
Signal Advisors Wealth, LLC32,926$796K0.08%+5,31613F-HRTimeline
NOVUS ADVISORS, LLC31,279$756K0.76%+13,56013F-HRTimeline
McNamara Financial Services, Inc.31,169$753K0.16%+15,86113F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP29,709$716K<0.01%+53013F-HRTimeline
HARBOUR INVESTMENTS, INC.27,164$656K0.02%+8,99713F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.26,614$643K0.25%+11,40813F-HRTimeline
Sanctuary Advisors, LLC24,912$602K<0.01%-76013F-HRTimeline
Orion Porfolio Solutions, LLC20,628$498K<0.01%+10,03213F-HRTimeline
Orion Portfolio Solutions, LLC20,628$498K<0.01%+10,03213F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,597$498K0.01%+8,31613F-HRTimelineGroup
Balboa Wealth Partners16,977$410K0.1%+7,40713F-HRTimeline
International Private Wealth Advisors L…16,079$388K0.37%+4,72313F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.15,778$381K0.58%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.14,677$355K0.27%+7,07613F-HRTimeline
RWA WEALTH PARTNERS, LLC13,875$335K<0.01%-1,00013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC13,333$322K0.01%+4,69913F-HRTimelineGroup
Simplicity Wealth,LLC13,085$316K0.02%new13F-HRTimeline
OLD MISSION CAPITAL LLC10,649$257K<0.01%new13F-HRTimeline
Outlook Wealth Advisors, LLC10,307$249K0.07%new13F-HRTimeline
AlphaStar Capital Management, LLC10,249$248K0.02%new13F-HRTimeline
FLOW TRADERS U.S. LLC10,017$242K0.01%-4,36013F-HRTimeline
Merit Financial Group, LLC9,937$240K<0.01%new13F-HRTimeline
Cannon Financial Strategists, Inc.9,755$236K0.04%013F-HRTimeline
GeoWealth Management, LLC9,333$225K0.01%-46,90913F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC9,120$220K0.1%new13F-HRTimeline
Lifeworks Advisors, LLC8,755$212K0.04%-1,07213F-HRTimeline
Atria Wealth Solutions, Inc.8,585$207K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC7,983$193K0.07%+3,91013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,341$153K0.01%+5,89213F-HRTimeline
Wayfinding Financial, LLC5,808$140K0.06%new13F-HRTimeline
Smartleaf Asset Management LLC3,265$78.7K0.01%+74813F-HRTimeline
Richard W. Paul & Associates, LLC3,180$76.8K0.03%+69213F-HRTimeline
Farther Finance Advisors, LLC2,930$70.6K<0.01%-34213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,570$61.1K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,254$54.5K<0.01%013F-HRTimelineGroup
Transce3nd, LLC1,467$35.4K0.02%+61713F-HRTimeline
Allworth Financial LP1,246$30K<0.01%-65513F-HRTimeline
CWM, LLCin group CWM, LLC992$24K<0.01%+57713F-HRTimelineGroup
AdvisorNet Financial, Inc729$17.6K<0.01%+21213F-HRTimeline
PRIVATE TRUST CO NA377$9.11K<0.01%new13F-HRTimeline
COMERICA BANK281$6.79K<0.01%+12713F-HRTimeline
Aptus Capital Advisors, LLC258$6.24K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC224$5.41K0.01%+9213F-HRTimeline
IFP Advisors, Inc123$2.97K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG93$2.25K<0.01%new13F-HRTimelineGroup
REAP Financial Group, LLC92$2.22K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN89$2.15K<0.01%-25413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA102$2K<0.01%-12813F-HR/ATimelineGroup
Rossby Financial, LCC61$1.47K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC55$1.33K<0.01%+3613F-HRTimelineGroup
Covestor Ltd23$1K<0.01%+713F-HRTimeline
Capital A Wealth Management, LLC20$483<0.01%-3313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4$97<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$28<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.