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Disclosery

SPAB SPDR SERIES TRUST

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ST STR AGGRE ETF (fund)

508 managers (513 13F filers) reported a position in SPAB shares at 2025-03-31, 253,307,474 shares in all. 42 filers opened a position and 35 filers sold out during the quarter.

Managers
508
13F filers
513
New
42
Added
217
Reduced
197
Sold out
35
Shares held by filers
253,307,474

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
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…101,731$2.6M0.03%+2,58813F-HRTimelineGroup
RED CRANE WEALTH MANAGEMENT, LLC98,820$2.52M2.42%-2,63413F-HRTimeline
Brown Financial Advisors97,560$2.49M1.03%-9,35813F-HRTimeline
IFP Advisors, Inc97,335$2.49M0.08%+6,45313F-HRTimeline
COMERICA BANK94,550$2.41M0.01%-3,36413F-HRTimeline
Sowell Financial Services LLC94,271$2.41M0.11%+4,21513F-HRTimeline
Compass Financial Group, Inc.93,979$2.4M1.23%-1,83513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…90,468$2.31M<0.01%+6,55213F-HRTimelineGroup
Tempus Wealth Planning, LLC89,596$2.29M0.68%-8,68913F-HRTimeline
Merit Financial Group, LLC87,607$2.24M0.03%-44,72213F-HRTimeline
Fermata Advisors, LLC87,235$2.23M0.4%+6,49513F-HRTimeline
Richard P Slaughter Associates Inc85,232$2.18M0.51%+63,95313F-HRTimeline
LEGACY SOLUTIONS, LLC84,104$2.15M2.37%+2,19113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC83,673$2.14M0.07%-3,26313F-HRTimeline
Private Wealth Group, LLC83,631$2.14M1.26%-6,04113F-HRTimeline
Partners in Financial Planning81,883$2.09M0.42%-11,38013F-HRTimeline
Steele Capital Management, Inc.79,950$2.04M0.11%+20,32113F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/79,650$2.04M<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC78,906$2.01M0.19%+3,30113F-HRTimeline
Pinnacle Family Advisors, LLC78,471$2M1.09%-3,78013F-HRTimeline
Altus Wealth Group LLC77,608$1.98M0.93%-3,45613F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC76,826$1.96M0.54%-7,91213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC75,654$1.93M<0.01%-56,37213F-HRTimelineGroup
Meridian Wealth Management, LLC74,428$1.9M0.09%+4,52613F-HRTimeline
E&G Advisors, LLC73,979$1.89M0.53%-54013F-HRTimeline
McAdam, LLC73,621$1.88M0.12%-13,11113F-HRTimeline
Winch Advisory Services, LLC71,424$1.82M0.48%+4,78613F-HRTimeline
Flagship Private Wealth, LLC69,602$1.78M0.85%-1,30213F-HRTimeline
LANARK FINANCIAL, INC.69,440$1.77M0.15%+69,38013F-HRTimeline
Northwest Capital Management Inc69,274$1.77M0.73%+1,03813F-HRTimeline
USAdvisors Wealth Management, LLC68,054$1.74M0.61%-27,44613F-HRTimeline
Koshinski Asset Management, Inc.67,960$1.74M0.15%+3,88313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED65,983$1.68M0.16%+24613F-HR/ATimeline
MAGNOLIA CAPITAL ADVISORS LLC65,726$1.68M0.46%new13F-HRTimeline
Laraway Financial Advisors Inc65,596$1.68M1.33%-16713F-HRTimeline
FWG Investments, LLC.65,037$1.66M1.95%-35,13513F-HRTimeline
Scissortail Wealth Management, LLC64,953$1.66M0.43%+31,75613F-HRTimeline
International Private Wealth Advisors L…64,457$1.65M1.58%+8,10513F-HRTimeline
CFS Investment Advisory Services, LLC63,895$1.63M0.15%-1,67313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…63,503$1.62M0.09%new13F-HRTimelineGroup
Prospect Financial Group LLC63,493$1.62M2.07%-28813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV62,330$1.59M0.13%+56,08313F-HRTimeline
Wealth Advisory Solutions, LLC61,643$1.57M0.42%-17513F-HRTimeline
Jacobi Capital Management LLC61,413$1.57M0.12%-395,43313F-HRTimeline
GeoWealth Management, LLC60,837$1.55M0.06%-5,57813F-HRTimeline
Elios Financial Group Inc.60,547$1.55M0.76%+20613F-HRTimeline
Strategic Financial Concepts, LLC58,967$1.51M0.28%-2,52513F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…58,560$1.5M0.36%-21,92913F-HRTimeline
Destiny Wealth Partners, LLC57,894$1.48M0.23%013F-HRTimeline
Priebe Wealth Holdings LLC57,540$1.47M0.92%+3,50813F-HRTimeline
Empower Advisory Group, LLC57,382$1.47M<0.01%new13F-HRTimeline
Sovran Advisors, LLC55,557$1.4M0.18%+17,53313F-HRTimeline
Farther Finance Advisors, LLC54,969$1.4M0.04%+20,77213F-HRTimeline
TKG Advisors, LLC54,627$1.4M0.69%+4,18813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers54,563$1.39M<0.01%+9,80013F-HRTimelineGroup
HF Advisory Group, LLC54,501$1.39M0.61%+5,07813F-HRTimeline
Comprehensive Money Management Services…54,369$1.39M1.12%+1,53013F-HRTimeline
Visionary Wealth Advisors54,361$1.39M0.08%+28113F-HRTimeline
G&S Capital LLC53,722$1.37M0.58%+3,33513F-HRTimeline
Wealthspire Retirement, LLC52,797$1.35M0.11%-1,02613F-HRTimeline
Crabel Capital Management, LLC52,654$1.34M1.45%new13F-HRTimeline
Carnegie Investment Counsel50,529$1.28M0.03%-95913F-HRTimeline
Kure Advisory, LLC49,688$1.27M0.96%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,559$1.27M<0.01%-367,53613F-HRTimelineGroup
Atria Investments, Inc48,897$1.25M0.02%+23,85013F-HRTimeline
Plan A Wealth LLC48,594$1.24M0.96%-8,12413F-HRTimeline
World Investment Advisors48,365$1.24M0.03%+8,46613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC47,880$1.22M0.03%+12,72913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC47,293$1.21M<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC45,898$1.17M<0.01%-10,21113F-HR/ATimelineGroup
Hibernia Wealth Partners, LLC45,106$1.15M0.82%-18,16313F-HRTimeline
INTEGRITY ALLIANCE, LLC.44,614$1.14M0.05%new13F-HRTimeline
Keystone Wealth Services, LLC42,230$1.08M0.29%-18,84213F-HRTimeline
Rooted Wealth Advisors, Inc.41,671$1.07M0.46%-27713F-HRTimeline
Global Strategic Investment Solutions, …41,761$1.07M0.12%+26513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC41,731$1.06M0.04%+37,11013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC40,426$1.03M0.14%-6,56713F-HRTimeline
RAINIER FAMILY WEALTH INC40,413$1.03M1.22%+22,97913F-HRTimeline
AIFG Consultants Ltd.39,849$1.02M1.68%-2,56013F-HRTimeline
MSH Capital Advisors LLC39,809$1.02M0.31%-2,53413F-HRTimeline
PKS Advisory Services, LLC39,445$1.01M0.28%+2,17313F-HRTimeline
Magnolia Private Wealth, LLC38,750$990K0.84%013F-HRTimeline
Marcum Wealth, LLC38,273$977K0.08%013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION38,083$973K0.09%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC37,400$956K0.37%+17,34413F-HRTimeline
Lynx Investment Advisory37,401$955K0.64%+17413F-HRTimeline
Belpointe Asset Management LLC36,803$940K0.05%-102,63313F-HRTimeline
HARBOUR INVESTMENTS, INC.36,248$926K0.03%+80213F-HRTimeline
CW Advisors, LLC35,877$916K0.01%+8313F-HRTimeline
Argent Trust Co35,241$900K0.04%+1,30013F-HRTimeline
Falcon Wealth Planning34,945$892K0.1%-3,09113F-HRTimeline
Financial & Tax Architects, LLC34,718$887K0.22%new13F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC35,321$886K0.09%-2,32913F-HRTimelineGroup
LexAurum Advisors, LLC33,902$866K0.17%+1,42813F-HRTimeline
FLOW TRADERS U.S. LLC33,080$845K0.04%-27,45813F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co32,900$840K0.2%013F-HRTimelineGroup
Tilson Financial Group, Inc.32,823$838K0.33%-2,95913F-HRTimeline
Opulen Financial Group LLC32,007$817K0.74%-2,35813F-HRTimeline
Barnes Wealth Management Group, Inc31,935$816K0.52%-3,90113F-HRTimeline
Midwest Capital Advisors, LLC31,869$814K0.5%+3,56613F-HRTimeline
JBR Co Financial Management Inc31,690$809K0.47%+17313F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding30,347$775K+4,582Timeline
Walkner Condon Financial Advisors LLC30,152$770K0.16%-5,49313F-HRTimeline
Mutual Advisors, LLC29,867$760K0.02%+70413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.29,174$745K0.57%+3,23313F-HRTimeline
Wrenne Financial Planning LLC28,946$739K0.39%+6,14213F-HRTimeline
Paladin Wealth, LLC28,896$738K0.66%-6,62313F-HRTimeline
&PARTNERS27,707$736K0.01%+3,12613F-HRTimeline
New Century Financial Group, LLC28,761$735K0.85%+50313F-HRTimeline
PRIVATE TRUST CO NA28,210$720K0.07%-18,20513F-HRTimeline
Worth Financial Advisory Group, LLC28,165$719K0.46%+4913F-HRTimeline
AdvisorNet Financial, Inc28,073$717K0.05%-4913F-HRTimeline
Mattson Financial Services, LLC27,881$712K0.21%+2,91213F-HRTimeline
Coppell Advisory Solutions LLC26,828$686K0.1%+4,99213F-HRTimeline
Austin Wealth Management, LLC27,019$685K0.14%-3,06613F-HRTimeline
Optivise Advisory Services LLC26,743$683K0.38%-9,39213F-HRTimeline
Wealth Watch Advisors, INC26,231$670K0.54%-212,92913F-HRTimeline
WEALTHGARDEN F.S. LLC26,035$665K0.64%+17013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT25,181$643K0.01%-286,95313F-HRTimeline
Medallion Wealth Advisors, LLC25,194$643K0.29%+3,01613F-HRTimeline
Forza Wealth Management, LLC25,150$642K0.29%013F-HRTimeline
Sharkey, Howes & Javer25,077$640K0.09%-208,07413F-HRTimeline
Narus Financial Partners, LLC24,941$637K0.22%+88813F-HRTimeline
FreeGulliver LLC24,856$635K0.32%+1,10013F-HRTimeline
Triad Wealth Partners, LLC24,688$631K0.2%-7,91313F-HRTimeline
Austin Private Wealth, LLC24,601$628K0.06%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC24,391$623K0.02%-5,27513F-HRTimeline
Farrell Financial LLC23,721$606K0.44%-32213F-HRTimeline
Paladin Advisory Group, LLC23,544$601K0.48%-3,64713F-HRTimeline
Snider Financial Group21,932$560K0.18%-2,22013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…21,325$545K0.02%013F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC21,169$541K0.02%+5,83213F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/21,020$537K<0.01%+80213F-HRTimelineGroup
NOVUS ADVISORS, LLC20,446$522K0.53%+3,28313F-HRTimeline
Millington Financial Advisors, LLC20,288$508K0.31%+1,10913F-HRTimeline
Tandem Investment Partners LLC19,771$505K0.5%-42713F-HRTimeline
Betterment LLC19,408$496K<0.01%+2,19213F-HRTimeline
Garrett Wealth Advisory Group, LLC19,293$493K0.11%-23713F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding19,290$489K+310Timeline
Texas Yale Capital Corp.19,000$485K0.02%013F-HRTimeline
Balentine LLC18,828$481K0.02%-56013F-HRTimeline
Shum Financial Group, Inc.18,639$476K0.41%+67213F-HRTimeline
VICUS CAPITAL18,376$469K0.04%+48313F-HRTimeline
WEDBUSH SECURITIES INC18,228$466K0.02%-1,83113F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.17,997$460K0.7%+8,05413F-HRTimeline
CoreCap Advisors, LLC17,815$455K0.02%-2,00513F-HRTimeline
Sharper & Granite LLC17,790$454K0.19%-2,29013F-HRTimeline
Capital CS Group, LLC17,641$451K0.77%+2,55713F-HRTimeline
Investments & Financial Planning, LLC17,628$450K0.29%-39413F-HRTimeline
PFG Private Wealth Management, LLC16,692$426K0.23%+85813F-HRTimeline
Perennial Investment Advisors, LLC16,220$414K0.05%-33,12013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,086$411K0.01%-5,84813F-HRTimelineGroup
Brown Financial Advisory15,755$402K0.25%-2,31313F-HRTimeline
Gladstone Institutional Advisory LLC15,625$399K0.02%-1,87313F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth15,577$398K0.01%+2,58613F-HRTimelineGroup
Tidemark, LLC15,498$396K0.15%-9,62813F-HRTimeline
Heartwood Wealth Advisors LLC15,341$392K0.04%-902,83813F-HRTimeline
Capital Planning Advisors, LLC15,028$384K0.06%+5,38513F-HRTimeline
Symmetry Partners, LLC14,823$379K0.05%-26113F-HRTimeline
Atlas Private Wealth Advisors14,806$378K0.05%-1,87413F-HRTimeline
Collaborative Wealth Managment Inc.14,732$376K0.18%-11113F-HRTimeline
AMJ Financial Wealth Management14,215$363K0.11%+1,47513F-HRTimeline
TD Waterhouse Canada Inc.14,112$360K<0.01%-2213F-HRTimeline
Cove Street Capital, LLC14,100$360K0.57%013F-HRTimeline
MEANS INVESTMENT CO., INC.14,062$359K0.04%-3,07213F-HRTimeline
Financial Engines Advisors L.L.C.14,014$358K<0.01%+1,72813F-HRTimeline
DAVENPORT & Co LLC13,808$353K<0.01%+37813F-HRTimeline
Csenge Advisory Group13,844$350K0.02%+4,73013F-HRTimeline
Western Wealth Management, LLC13,425$343K0.02%-13,64613F-HRTimeline
Riverbend Wealth Management, LLC13,380$342K0.31%+1,06213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd13,131$335K0.02%new13F-HRTimelineGroup
Empirical Asset Management, LLC12,842$328K0.11%+57213F-HRTimeline
Insight Advisors, LLC/ PA12,702$324K0.06%-3,17213F-HRTimeline
Visionary Horizons, LLC12,535$320K0.23%new13F-HRTimeline
Balboa Wealth Partners12,453$318K0.08%+2,09213F-HRTimeline
Richard W. Paul & Associates, LLC12,105$309K0.12%013F-HRTimeline
Detalus Advisors, LLC11,883$303K0.1%-1,37013F-HRTimeline
Kelman-Lazarov, Inc.11,827$302K0.05%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC11,700$299K0.06%-6113F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,677$298K0.01%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,463$293K0.03%-1,91713F-HR/ATimeline
Quest 10 Wealth Builders, Inc.11,328$290K0.31%-57313F-HRTimeline
MJT & Associates Financial Advisory Gro…11,306$289K0.28%13F-HRTimeline
Modern Wealth Management, LLC11,170$285K0.01%-7,88013F-HR/ATimeline
Waterloo Capital, L.P.11,020$281K0.03%-10013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,990$281K0.01%new13F-HRTimelineGroup
Strategic Financial Planning, Inc.10,989$281K0.19%+5813F-HRTimeline
WealthCare Investment Partners, LLC10,755$270K0.11%-79813F-HRTimeline
Rialto Wealth Management, LLC10,568$270K0.08%+11413F-HRTimeline
ROMAN BUTLER FULLERTON & CO10,644$269K0.1%+10513F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC10,462$267K0.1%+4913F-HRTimeline
Arax Advisory Partners10,351$264K0.02%+2,78813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,324$264K0.02%+1,23713F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…10,180$260K0.05%013F-HR/ATimelineGroup
GEM Asset Management, LLC10,170$260K0.15%+9813F-HRTimeline
OMNI 360 Wealth, Inc.10,154$259K0.17%-1,34913F-HR/ATimeline
Lutz Financial Services LLC9,878$252K0.02%new13F-HRTimeline
D.A. DAVIDSON & CO.9,847$251K<0.01%-95513F-HRTimeline
Syverson Strege & Co9,820$251K0.08%+6513F-HRTimeline
CATALYST PRIVATE WEALTH, LLC9,597$245K0.12%new13F-HRTimeline