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Disclosery

EMHC SPDR SERIES TRUST

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ETF (fund)

77 managers (78 13F filers) reported a position in EMHC shares at 2025-06-30, 5,281,541 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
77
13F filers
78
New
5
Added
46
Reduced
17
Sold out
6
Shares held by filers
5,281,541

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC1,171,919$28.8M0.01%+53,14013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding934,695$23M+118,905Timeline
ASSETMARK, INCin group ASSETMARK, INC543,562$13.4M0.03%+11,71113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.408,095$10M0.02%+102,85713F-HR/ATimelineGroup
Austin Private Wealth, LLC284,263$7M0.55%+111,37513F-HRTimeline
Aspire Private Capital, LLC213,033$5.24M1.22%+5,04513F-HRTimeline
NewEdge Advisors, LLC114,784$2.82M0.01%+5,57713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC112,398$2.77M0.03%+1,52913F-HRTimelineGroup
Hibernia Wealth Partners, LLC106,150$2.61M0.95%+52,69913F-HRTimeline
Cambridge Investment Research Advisors,…104,353$2.57M0.01%+6,52313F-HRTimeline
Sharkey, Howes & Javer96,217$2.37M0.32%-5,68313F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.90,893$2.24M0.96%+7,32013F-HRTimeline
Raleigh Capital Management Inc.80,826$1.99M0.83%+4,94513F-HRTimeline
Hobart Private Capital, LLC76,234$1.88M0.43%+9,13213F-HRTimeline
Simplicity Wealth,LLC70,122$1.73M0.07%+57,03713F-HRTimeline
Cetera Investment Advisers61,173$1.51M<0.01%-18,63613F-HRTimeline
OLD MISSION CAPITAL LLC59,923$1.47M0.04%+49,27413F-HRTimeline
HighTower Advisors, LLC56,307$1.39M<0.01%+6,45913F-HRTimeline
Signal Advisors Wealth, LLC52,207$1.28M0.1%+19,28113F-HRTimeline
McNamara Financial Services, Inc.39,307$967K0.19%+8,13813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC38,357$944K0.02%+81313F-HRTimeline
AE Wealth Management LLC36,959$910K0.01%-56813F-HRTimeline
RFG Advisory, LLC36,787$905K0.02%-47413F-HRTimeline
Merit Financial Group, LLC33,611$827K0.01%+23,67413F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP31,642$779K<0.01%+1,93313F-HRTimeline
Orion Porfolio Solutions, LLC31,604$778K0.01%+10,97613F-HR/ATimeline
NOVUS ADVISORS, LLC30,935$761K1.16%-34413F-HRTimeline
HARBOUR INVESTMENTS, INC.30,488$750K0.02%+3,32413F-HRTimeline
Sanctuary Advisors, LLC27,539$678K<0.01%+2,62713F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.26,532$653K0.23%-8213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,920$613K<0.01%-65,68213F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,334$574K0.02%+2,73713F-HRTimelineGroup
International Private Wealth Advisors L…17,663$435K0.37%+1,58413F-HRTimeline
Balboa Wealth Partners17,633$434K0.09%+65613F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.17,108$421K0.57%+1,33013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC13,134$323K0.01%-19913F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.13,065$321K0.22%-1,61213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,253$302K<0.01%new13F-HRTimelineGroup
Balefire, LLC11,668$287K0.06%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11,101$273K0.02%+4,76013F-HRTimeline
Outlook Wealth Advisors, LLC10,787$265K0.07%+48013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC10,285$253K0.12%+1,16513F-HRTimeline
RWA WEALTH PARTNERS, LLC10,250$252K<0.01%-3,62513F-HRTimeline
FLOW TRADERS U.S. LLC10,017$247K0.01%013F-HRTimeline
Cannon Financial Strategists, Inc.9,828$242K0.04%+7313F-HRTimeline
AlphaStar Capital Management, LLC9,799$241K0.02%-45013F-HRTimeline
GeoWealth Management, LLC8,977$221K0.01%-35613F-HRTimeline
KWB Wealth8,974$217K0.03%new13F-HRTimeline
FWG Investments, LLC.8,760$216K0.16%new13F-HRTimeline
Lifeworks Advisors, LLC8,703$214K0.03%-5213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,076$100K<0.01%+1,50613F-HRTimelineGroup
Smartleaf Asset Management LLC3,616$88.4K0.01%+35113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,317$81.6K<0.01%+1,06313F-HRTimelineGroup
Richard W. Paul & Associates, LLC3,211$79K0.03%+3113F-HRTimeline
Transce3nd, LLC1,833$45.1K0.02%+36613F-HRTimeline
CWM, LLCin group CWM, LLC971$24K<0.01%-2113F-HRTimelineGroup
AdvisorNet Financial, Inc729$17.9K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC568$14K<0.01%-2,36213F-HRTimeline
Global Retirement Partners, LLC563$13.9K<0.01%13F-HRTimeline
Allworth Financial LP520$12.8K<0.01%-72613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC473$11.6K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN409$10.1K<0.01%+32013F-HRTimelineGroup
PRIVATE TRUST CO NA379$9.33K<0.01%+213F-HRTimeline
COMERICA BANK295$7.26K<0.01%+1413F-HRTimeline
Aptus Capital Advisors, LLC258$6.35K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA227$6K<0.01%+12513F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG231$5.68K<0.01%+13813F-HRTimelineGroup
Safe Harbor Fiduciary, LLC227$5.59K0.01%+313F-HRTimeline
IFP Advisors, Inc123$3.03K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY97$2.39K<0.01%+9613F-HRTimelineGroup
REAP Financial Group, LLC92$2.26K<0.01%013F-HRTimeline
Rossby Financial, LCC61$1.5K<0.01%013F-HRTimeline
Covestor Ltd24$1K<0.01%+113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.39$960<0.01%13F-HRTimeline
Strategic Wealth Partners, Ltd.27$664<0.01%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$25<0.01%-313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.