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Disclosery

SPAB SPDR SERIES TRUST

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ST STR AGGRE ETF (fund)

496 managers (502 13F filers) reported a position in SPAB shares at 2024-12-31, 256,709,811 shares in all. 33 filers opened a position and 31 filers sold out during the quarter.

Managers
496
13F filers
502
New
33
Added
213
Reduced
176
Sold out
31
Shares held by filers
256,709,811

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
CGN Advisors LLC104,837$2.62M0.25%-6,27813F-HRTimeline
Breakwater Investment Management103,776$2.59M1.1%+10,27513F-HR/ATimeline
RED CRANE WEALTH MANAGEMENT, LLC101,454$2.54M2.4%13F-HRTimeline
FWG Investments, LLC.100,172$2.5M1.95%-91813F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…99,143$2.48M0.04%+4,70113F-HRTimelineGroup
Tempus Wealth Planning, LLC98,285$2.46M0.75%-5,05713F-HRTimeline
COMERICA BANK97,914$2.45M0.01%+19,16713F-HR/ATimeline
Compass Financial Group, Inc.95,814$2.39M1.15%-6,32613F-HRTimeline
USAdvisors Wealth Management, LLC95,500$2.39M0.78%-50,54513F-HRTimeline
Cooper Financial Group94,276$2.36M0.28%-2,70813F-HRTimeline
CVFG LLC93,287$2.33M2.13%13F-HRTimeline
Partners in Financial Planning93,263$2.33M0.48%+13,64313F-HRTimeline
Apella Capital, LLC91,754$2.29M0.09%new13F-HRTimeline
IFP Advisors, Inc90,882$2.27M0.07%+8,24313F-HRTimeline
Raleigh Capital Management Inc.90,140$2.25M0.87%-74,02513F-HRTimeline
Sowell Financial Services LLC90,056$2.25M0.12%-66,79813F-HRTimeline
Private Wealth Group, LLC89,672$2.24M1.1%-3,68213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC86,936$2.17M0.07%+21,65613F-HRTimeline
McAdam, LLC86,732$2.17M0.12%-10,01213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC84,738$2.12M0.69%-1,60313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…83,916$2.1M<0.01%+5,75713F-HRTimelineGroup
TRUE Private Wealth Advisors83,149$2.08M0.25%new13F-HRTimeline
Financial Advocates Investment Manageme…82,525$2.06M0.12%-28,37413F-HRTimeline
Pinnacle Family Advisors, LLC82,251$2.06M0.99%+14,10713F-HRTimeline
LEGACY SOLUTIONS, LLC81,913$2.05M2.23%13F-HRTimeline
Altus Wealth Group LLC81,064$2.03M0.9%+2,63313F-HRTimeline
Fermata Advisors, LLC80,740$2.02M0.38%-7,85213F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…80,489$2.01M0.5%-2,01413F-HRTimeline
Smartleaf Asset Management LLC75,605$1.89M0.19%-33,33813F-HRTimeline
E&G Advisors, LLC74,519$1.86M0.51%-1,07613F-HRTimeline
Flagship Private Wealth, LLC70,904$1.77M0.85%-1,23013F-HRTimeline
Strategic Wealth Partners, Ltd.69,875$1.76M0.15%+27713F-HRTimeline
Meridian Wealth Management, LLC69,902$1.75M0.08%+6,31413F-HRTimeline
Northwest Capital Management Inc68,236$1.71M0.73%-23,42813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC67,228$1.68M<0.01%+14,62713F-HRTimelineGroup
Winch Advisory Services, LLC66,638$1.67M0.43%+7,54213F-HRTimeline
GeoWealth Management, LLC66,415$1.66M0.05%-62,60313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED65,737$1.65M0.15%+13,70513F-HRTimeline
Laraway Financial Advisors Inc65,763$1.64M1.27%-86513F-HRTimeline
CFS Investment Advisory Services, LLC65,568$1.64M0.15%-98,90013F-HRTimeline
Koshinski Asset Management, Inc.64,077$1.6M0.14%-20013F-HRTimeline
Prospect Financial Group LLC63,781$1.59M1.96%13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…63,540$1.59M0.15%-3,59313F-HR/ATimelineGroup
Hibernia Wealth Partners, LLC63,269$1.58M1.21%-60,06513F-HRTimeline
Wealth Advisory Solutions, LLC61,818$1.54M0.43%+3,55713F-HRTimeline
Strategic Financial Concepts, LLC61,492$1.54M0.29%new13F-HR/ATimeline
Keystone Wealth Services, LLC61,072$1.53M0.4%-4,39513F-HRTimeline
FLOW TRADERS U.S. LLC60,538$1.51M0.06%+35,58413F-HRTimeline
Elios Financial Group Inc.60,341$1.51M0.71%+59513F-HRTimeline
Steele Capital Management, Inc.59,629$1.49M0.08%+14,89513F-HRTimeline
Destiny Wealth Partners, LLC57,894$1.45M0.24%013F-HRTimeline
Plan A Wealth LLC56,718$1.42M1.3%13F-HRTimeline
International Private Wealth Advisors L…56,352$1.41M1.4%+14,61813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC56,109$1.4M<0.01%+10,21113F-HRTimelineGroup
Visionary Wealth Advisors54,080$1.35M0.08%+1,79113F-HRTimeline
Priebe Wealth Holdings LLC54,032$1.35M0.92%+5,02013F-HRTimeline
Wealthspire Retirement, LLC53,823$1.35M0.11%+2,52213F-HRTimeline
Comprehensive Money Management Services…52,839$1.32M1.09%13F-HRTimeline
Carnegie Investment Counsel51,488$1.29M0.04%+1,39813F-HRTimeline
TKG Advisors, LLC50,439$1.26M0.58%+2,82113F-HRTimeline
G&S Capital LLC50,387$1.26M0.52%-32613F-HRTimeline
HF Advisory Group, LLC49,423$1.24M0.57%+5,15613F-HRTimeline
Perennial Investment Advisors, LLC49,340$1.23M0.15%-13,34913F-HRTimeline
GPS Wealth Strategies Group, LLC46,993$1.17M0.15%+43,63313F-HRTimeline
PRIVATE TRUST CO NA46,415$1.16M0.12%+11,34013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers44,763$1.12M<0.01%+3,50113F-HRTimelineGroup
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC44,199$1.1M1.2%13F-HRTimeline
AIFG Consultants Ltd.42,409$1.06M1.73%-476,53713F-HRTimeline
MSH Capital Advisors LLC42,343$1.06M0.33%+19313F-HRTimeline
Rooted Wealth Advisors, Inc.41,948$1.04M0.41%+25613F-HRTimeline
Global Strategic Investment Solutions, …41,496$1.04M0.12%+50813F-HRTimeline
World Investment Advisors39,899$997K0.03%-5,06113F-HRTimeline
Magnolia Private Wealth, LLC38,750$968K0.86%13F-HRTimeline
Marcum Wealth, LLC38,273$956K0.08%013F-HRTimeline
Falcon Wealth Planning38,036$951K0.11%+20,96613F-HRTimeline
Sovran Advisors, LLC38,024$940K0.13%13F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC37,650$932K0.09%-2,32313F-HRTimelineGroup
PKS Advisory Services, LLC37,272$931K0.23%13F-HRTimeline
Lynx Investment Advisory37,227$930K0.63%-12,48413F-HRTimeline
Optivise Advisory Services LLC36,135$903K0.49%-3,00813F-HRTimeline
Barnes Wealth Management Group, Inc35,836$896K0.6%13F-HRTimeline
CW Advisors, LLC35,794$894K0.01%+5,75313F-HRTimeline
Tilson Financial Group, Inc.35,782$894K0.36%-14413F-HRTimeline
Walkner Condon Financial Advisors LLC35,645$891K0.18%-13,35413F-HRTimeline
Paladin Wealth, LLC35,519$888K0.77%+39113F-HRTimeline
HARBOUR INVESTMENTS, INC.35,446$886K0.03%-17,15213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC35,151$878K0.02%-52,44013F-HRTimeline
Opulen Financial Group LLC34,365$859K0.78%13F-HRTimeline
Farther Finance Advisors, LLC34,197$855K0.03%+5,04513F-HRTimeline
Argent Trust Co33,941$848K0.03%+10,24813F-HRTimeline
TWO SIGMA SECURITIES, LLC33,275$832K0.15%+7,17913F-HRTimeline
Scissortail Wealth Management, LLC33,197$830K0.21%+33,14813F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co32,900$822K0.2%013F-HRTimelineGroup
Triad Wealth Partners, LLC32,601$815K0.29%-14,54213F-HRTimeline
LexAurum Advisors, LLC32,474$812K0.16%+13,45613F-HRTimeline
JBR Co Financial Management Inc31,517$788K0.48%+12,07413F-HRTimeline
Austin Wealth Management, LLC30,085$753K0.16%-2,23013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co29,903$747K<0.01%new13F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC29,666$741K0.03%-1,16113F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd29,416$735K0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC29,163$729K0.02%-77613F-HRTimeline
Midwest Capital Advisors, LLC28,303$707K0.52%13F-HRTimeline
New Century Financial Group, LLC28,258$706K0.3%-2213F-HRTimeline
AdvisorNet Financial, Inc28,122$703K0.06%+2,09713F-HRTimeline
Worth Financial Advisory Group, LLC28,116$703K0.43%+7,29313F-HRTimeline
Paladin Advisory Group, LLC27,191$680K0.52%+16213F-HRTimeline
Western Wealth Management, LLC27,071$677K0.04%-1,48813F-HR/ATimeline
Mattson Financial Services, LLC24,969$653K0.21%-96713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.25,941$650K0.46%-1,74813F-HRTimeline
WEALTHGARDEN F.S. LLC25,865$646K0.6%-40813F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding25,765$644K-28,222Timeline
Forza Wealth Management, LLC25,150$628K0.29%013F-HRTimeline
Tidemark, LLC25,126$628K0.24%-21,28813F-HRTimeline
Atria Investments, Inc25,047$626K0.01%-11,46913F-HRTimeline
&PARTNERS24,581$614K0.01%new13F-HRTimeline
Snider Financial Group24,152$604K0.19%-1,18113F-HRTimeline
Narus Financial Partners, LLC24,053$601K0.2%+1,69513F-HRTimeline
Farrell Financial LLC24,043$601K0.43%+3613F-HRTimeline
FreeGulliver LLC23,756$594K0.31%013F-HRTimeline
Wrenne Financial Planning LLC22,804$570K0.32%+2,78213F-HRTimeline
Medallion Wealth Advisors, LLC22,178$557K0.28%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management21,934$548K0.01%+26313F-HRTimelineGroup
Coppell Advisory Solutions LLC21,836$547K0.08%-1,24513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…21,325$533K0.02%+32813F-HRTimelineGroup
Richard P Slaughter Associates Inc21,279$532K0.12%-6,32913F-HRTimeline
Kelly Financial Services LLC21,234$531K0.19%-32,88013F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/20,218$505K<0.01%+78113F-HRTimelineGroup
Tandem Investment Partners LLC20,198$505K0.48%13F-HRTimeline
Sharper & Granite LLC20,080$502K0.22%+12,00013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC20,056$501K0.19%new13F-HRTimeline
WEDBUSH SECURITIES INC20,059$501K0.02%-8,21713F-HRTimeline
CoreCap Advisors, LLC19,820$495K0.02%-1,19113F-HRTimeline
Garrett Wealth Advisory Group, LLC19,530$488K0.11%-68013F-HRTimeline
Balentine LLC19,388$484K0.02%+5513F-HRTimeline
Millington Financial Advisors, LLC19,179$481K0.28%+1,45413F-HRTimeline
Modern Wealth Management, LLC19,050$476K0.02%-45,51113F-HR/ATimeline
Texas Yale Capital Corp.19,000$475K0.02%+8,00013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding18,980$474K+12,642Timeline
Virtue Capital Management, LLC18,841$471K0.09%-2,92913F-HRTimeline
Brown Financial Advisory18,068$452K0.32%-7713F-HRTimeline
Investments & Financial Planning, LLC18,022$450K0.28%-62713F-HRTimeline
Shum Financial Group, Inc.17,967$449K0.39%+90813F-HRTimeline
VICUS CAPITAL17,893$447K0.04%+1,12813F-HRTimeline
Gladstone Institutional Advisory LLC17,498$437K0.02%-1,39613F-HRTimeline
RAINIER FAMILY WEALTH INC17,434$436K0.53%13F-HRTimeline
Betterment LLC17,216$430K<0.01%+20413F-HRTimeline
NOVUS ADVISORS, LLC17,163$429K0.43%13F-HRTimeline
MEANS INVESTMENT CO., INC.17,134$428K0.04%-6,88413F-HRTimeline
Atlas Private Wealth Advisors16,680$417K0.06%-2,15413F-HRTimeline
Insight Advisors, LLC/ PA15,874$397K0.07%+38813F-HRTimeline
PFG Private Wealth Management, LLC15,834$396K0.23%+60213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC15,337$383K0.03%-25,90513F-HRTimelineGroup
KPP Advisory Services LLC15,115$378K0.09%-2,06913F-HRTimeline
Capital CS Group, LLC15,084$377K0.5%+1,61013F-HRTimeline
Symmetry Partners, LLC15,084$377K0.05%new13F-HRTimeline
Collaborative Wealth Managment Inc.14,843$371K0.17%-1,13513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC14,342$358K0.03%new13F-HRTimeline
TD Waterhouse Canada Inc.14,134$353K<0.01%-50413F-HRTimeline
Cove Street Capital, LLC14,100$352K0.41%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.13,775$344K0.03%+4,09813F-HRTimelineGroup
DAVENPORT & Co LLC13,430$336K<0.01%-60613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,380$334K0.03%+73213F-HRTimeline
PFG Advisors13,366$334K0.02%new13F-HRTimeline
Detalus Advisors, LLC13,253$331K0.11%-6513F-HRTimeline
4WEALTH ADVISORS, INC.13,215$330K0.34%13F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC13,020$325K0.01%013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth12,991$325K0.01%new13F-HRTimelineGroup
AMJ Financial Wealth Management12,740$318K0.09%+1,06613F-HRTimeline
Riverbend Wealth Management, LLC12,318$308K0.27%13F-HRTimeline
Financial Engines Advisors L.L.C.12,286$307K<0.01%+2,68413F-HRTimeline
Empirical Asset Management, LLC12,270$307K0.1%-75713F-HRTimeline
Richard W. Paul & Associates, LLC12,105$303K0.11%+2,43713F-HRTimeline
Quest 10 Wealth Builders, Inc.11,901$297K0.3%13F-HRTimeline
AssuredPartners Investment Advisors, LLC11,761$294K0.06%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,677$292K0.01%013F-HRTimeline
WealthCare Investment Partners, LLC11,553$289K0.13%+79913F-HRTimeline
OMNI 360 Wealth, Inc.11,503$287K0.19%-9013F-HR/ATimeline
PEAK FINANCIAL ADVISORS LLC11,180$279K0.15%+3,05213F-HRTimeline
Waterloo Capital, L.P.11,120$278K0.03%-4,24713F-HRTimeline
Strategic Financial Planning, Inc.10,931$273K0.19%+11413F-HRTimeline
D.A. DAVIDSON & CO.10,802$270K<0.01%+61513F-HRTimeline
ROMAN BUTLER FULLERTON & CO10,539$265K0.08%-67213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC10,586$265K0.03%+2,89113F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding10,492$262K-463Timeline
Rialto Wealth Management, LLC10,454$261K0.09%13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC10,413$260K0.1%013F-HRTimeline
Balboa Wealth Partners10,361$259K0.06%-17,32913F-HRTimeline
Rosenberg Matthew Hamilton10,165$254K0.07%+1,29613F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…10,180$254K0.05%013F-HRTimelineGroup
Maia Wealth LLC10,056$253K0.05%-31413F-HRTimeline
GEM Asset Management, LLC10,072$252K0.14%+9613F-HRTimeline
Investment Planning Advisors, Inc.10,026$251K0.11%-298,06713F-HRTimeline
Strategic Wealth Investment Group, LLC10,009$250K0.03%+13213F-HR/ATimeline
LOCKERMAN FINANCIAL GROUP, INC.9,943$248K0.42%-5513F-HRTimeline
BLAIR WILLIAM & CO/IL9,857$246K<0.01%+56113F-HRTimeline
Syverson Strege & Co9,755$244K0.08%+12413F-HRTimeline
SAX WEALTH ADVISORS, LLC9,722$243K0.02%-3,11813F-HRTimeline
Capital Planning Advisors, LLC9,643$241K0.04%013F-HRTimeline
Apeiron RIA LLC9,449$236K0.07%013F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC9,349$234K0.08%+27113F-HRTimeline