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Disclosery

SPAB SPDR SERIES TRUST

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ST STR AGGRE ETF (fund)

503 managers (509 13F filers) reported a position in SPAB shares at 2025-06-30, 267,843,616 shares in all. 29 filers opened a position and 38 filers sold out during the quarter.

Managers
503
13F filers
509
New
29
Added
229
Reduced
193
Sold out
38
Shares held by filers
267,843,616

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
TrueWealth Advisors, LLC107,710$2.76M0.82%-10,06813F-HRTimeline
Orin Green Financial, LLC106,843$2.74M1.16%-90013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC105,396$2.7M0.07%+21,72313F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…103,571$2.65M0.03%+1,84013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV103,217$2.64M0.19%+40,88713F-HRTimeline
Partners in Financial Planning99,985$2.56M0.47%+18,10213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC96,398$2.47M<0.01%-185,53813F-HRTimeline
Compass Financial Group, Inc.93,740$2.4M1.2%-23913F-HRTimeline
Sowell Financial Services LLC93,356$2.39M0.1%-91513F-HRTimeline
COMERICA BANK92,728$2.37M0.01%-1,82213F-HRTimeline
Brown Financial Advisors92,276$2.36M0.92%-5,28413F-HRTimeline
Tempus Wealth Planning, LLC91,257$2.34M0.58%+1,66113F-HRTimeline
Vestmark Advisory Solutions, Inc.89,943$2.3M0.03%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC89,044$2.28M0.08%+47,31313F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC88,032$2.25M0.08%-18,93613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC88,003$2.25M0.11%-283,81813F-HRTimeline
Brown Financial Advisory87,149$2.23M1.23%+71,39413F-HRTimeline
Hibernia Wealth Partners, LLC86,164$2.21M0.8%+41,05813F-HRTimeline
International Private Wealth Advisors L…84,564$2.16M1.86%+20,10713F-HRTimeline
Steele Capital Management, Inc.84,280$2.16M0.1%+4,33013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC84,269$2.16M0.53%+7,44313F-HRTimeline
Fermata Advisors, LLC84,214$2.16M0.58%-3,02113F-HRTimeline
LEGACY SOLUTIONS, LLC84,106$2.15M2.06%+213F-HRTimeline
Richard P Slaughter Associates Inc83,278$2.13M0.43%-1,95413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC82,658$2.12M0.53%+16,93213F-HRTimeline
Private Wealth Group, LLC81,004$2.07M1.1%-2,62713F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/79,650$2.04M<0.01%013F-HRTimeline
Smartleaf Asset Management LLC79,582$2.03M0.18%+67613F-HRTimeline
HARBOUR INVESTMENTS, INC.78,865$2.02M0.05%+42,61713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC77,872$1.99M<0.01%+2,21813F-HRTimelineGroup
Core Wealth Partners LLC77,192$1.98M1%new13F-HRTimeline
Pinnacle Family Advisors, LLC77,165$1.98M0.96%-1,30613F-HRTimeline
Meridian Wealth Management, LLC73,335$1.88M0.08%-1,09313F-HRTimeline
E&G Advisors, LLC72,809$1.86M0.48%-1,17013F-HRTimeline
GeoWealth Management, LLC72,402$1.85M0.07%+11,56513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…72,003$1.84M<0.01%-18,46513F-HRTimelineGroup
RESOLUTE WEALTH ADVISOR, INC.69,823$1.79M1.02%13F-HRTimeline
Signal Advisors Wealth, LLC69,672$1.78M0.14%+61,15913F-HRTimeline
USAdvisors Wealth Management, LLC69,317$1.77M0.66%+1,26313F-HRTimeline
Strategic Wealth Partners, Ltd.68,950$1.77M0.14%13F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC68,827$1.76M1.61%-29,99313F-HRTimeline
Winch Advisory Services, LLC68,310$1.75M0.43%-3,11413F-HRTimeline
Crabel Capital Management, LLC67,302$1.72M1.06%+14,64813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED66,166$1.69M0.14%+18313F-HRTimeline
RAINIER FAMILY WEALTH INC65,380$1.67M1.67%+24,96713F-HRTimeline
Laraway Financial Advisors Inc63,799$1.63M1.24%-1,79713F-HRTimeline
Koshinski Asset Management, Inc.63,665$1.63M0.12%-4,29513F-HRTimeline
NOVUS ADVISORS, LLC63,307$1.62M2.47%+42,86113F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC62,925$1.61M0.34%new13F-HRTimeline
Breakwater Investment Management62,739$1.61M0.62%-41,54813F-HRTimeline
Prospect Financial Group LLC62,669$1.6M1.68%-82413F-HRTimeline
Elios Financial Group Inc.61,692$1.58M0.72%+1,14513F-HRTimeline
G&S Capital LLC61,512$1.57M0.62%+7,79013F-HRTimeline
Flagship Private Wealth, LLC61,441$1.57M0.67%-8,16113F-HR/ATimeline
GPS Wealth Strategies Group, LLC60,021$1.54M0.18%+19,59513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…59,781$1.53M0.07%-3,72213F-HRTimelineGroup
JBR Co Financial Management Inc59,328$1.52M0.75%+27,63813F-HRTimeline
Coppell Advisory Solutions LLC59,285$1.51M0.18%+32,45713F-HR/ATimeline
Wealth Advisory Solutions, LLC58,878$1.51M0.38%-2,76513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp58,170$1.49M<0.01%-853,62913F-HRTimelineGroup
Astoria Portfolio Advisors LLC.58,032$1.47M0.41%new13F-HRTimeline
Destiny Wealth Partners, LLC56,900$1.46M0.2%-99413F-HRTimeline
Atria Investments, Inc56,811$1.45M0.02%+7,91413F-HRTimeline
FWG Investments, LLC.56,534$1.45M1.1%-8,50313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers56,153$1.44M<0.01%+1,59013F-HRTimelineGroup
Scissortail Wealth Management, LLC55,612$1.42M0.34%-9,34113F-HRTimeline
TKG Advisors, LLC55,378$1.42M0.63%+75113F-HRTimeline
Visionary Wealth Advisors54,919$1.41M0.07%+55813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC54,898$1.41M0.03%+49,66613F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC54,898$1.41M0.05%+33,72913F-HRTimelineGroup
Altus Wealth Group LLC54,558$1.4M0.62%-23,05013F-HRTimeline
Carnegie Investment Counsel53,379$1.37M0.03%+2,85013F-HRTimeline
Wealthspire Retirement, LLC53,308$1.36M0.09%+51113F-HRTimeline
HF Advisory Group, LLC51,728$1.32M0.52%-2,77313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.50,445$1.29M0.86%+21,27113F-HRTimeline
Comprehensive Money Management Services…49,666$1.27M0.96%-4,70313F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.49,411$1.26M1.7%+31,41413F-HRTimeline
Northwest Capital Management Inc48,881$1.25M0.68%-20,39313F-HRTimeline
Main Street Financial Solutions, LLC47,929$1.23M0.09%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC44,554$1.14M0.03%+33,56413F-HRTimelineGroup
Balboa Wealth Partners44,347$1.14M0.23%+31,89413F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION42,214$1.08M0.09%+4,13113F-HRTimeline
Global Strategic Investment Solutions, …42,162$1.08M0.12%+40113F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…41,457$1.06M0.24%-17,10313F-HRTimeline
Rooted Wealth Advisors, Inc.41,610$1.05M0.36%-6113F-HRTimeline
Keystone Wealth Services, LLC38,340$982K0.24%-3,89013F-HRTimeline
Lynx Investment Advisory38,312$981K0.64%+91113F-HRTimeline
PKS Advisory Services, LLC37,870$969K0.25%-1,57513F-HRTimeline
MSH Capital Advisors LLC37,441$958K0.28%-2,36813F-HRTimeline
Walkner Condon Financial Advisors LLC36,617$937K0.17%+6,46513F-HRTimeline
Belpointe Asset Management LLC36,550$936K0.04%-25313F-HRTimeline
Magnolia Private Wealth, LLC34,250$877K0.68%-4,50013F-HRTimeline
LexAurum Advisors, LLC33,902$868K0.14%013F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co32,900$842K0.2%013F-HRTimelineGroup
CFS Investment Advisory Services, LLC32,552$833K0.07%-31,34313F-HRTimeline
AdvisorNet Financial, Inc32,455$831K0.05%+4,38213F-HRTimeline
Falcon Wealth Planning32,455$831K0.08%-2,49013F-HRTimeline
Opulen Financial Group LLC32,330$828K0.68%+32313F-HRTimeline
United Advisor Group, LLC32,204$824K0.14%+22,79213F-HRTimeline
PRIVATE TRUST CO NA32,174$824K0.08%+3,96413F-HRTimeline
Tilson Financial Group, Inc.32,059$821K0.31%-76413F-HRTimeline
Argent Trust Co32,041$820K0.03%-3,20013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC31,858$815K0.07%-3,46313F-HRTimelineGroup
McAdam, LLC31,565$808K0.04%-42,05613F-HRTimeline
Mutual Advisors, LLC31,736$806K0.02%+1,86913F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC30,920$792K0.27%-6,48013F-HRTimeline
Priebe Wealth Holdings LLC30,774$788K0.68%-26,76613F-HRTimeline
Mattson Financial Services, LLC30,218$774K0.21%+2,33713F-HRTimeline
Wrenne Financial Planning LLC29,867$765K0.36%+92113F-HRTimeline
Barnes Wealth Management Group, Inc29,396$753K0.44%-2,53913F-HRTimeline
Narus Financial Partners, LLC28,694$735K0.23%+3,75313F-HRTimeline
Focus Financial Network, Inc.28,317$725K0.03%new13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding28,110$720K-2,237Timeline
Kelman-Lazarov, Inc.27,797$712K0.12%+15,97013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT27,308$699K0.01%+2,12713F-HRTimeline
Plan A Wealth LLC26,998$691K0.39%-21,59613F-HRTimeline
Paladin Wealth, LLC26,733$684K0.53%-2,16313F-HRTimeline
FreeGulliver LLC26,056$667K0.31%+1,20013F-HRTimeline
Hutchinson Financial Advisors, INC25,713$658K0.74%13F-HR/ATimeline
WEALTHGARDEN F.S. LLC25,763$655K0.54%-27213F-HRTimeline
Mill Capital Management, LLC25,407$650K0.05%new13F-HRTimeline
Farrell Financial LLC25,204$645K0.43%+1,48313F-HRTimeline
Forza Wealth Management, LLC25,150$644K0.26%013F-HRTimeline
Medallion Wealth Advisors, LLC25,194$643K0.25%013F-HRTimeline
Farther Finance Advisors, LLC24,879$637K0.01%-30,09013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC24,698$632K0.29%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC23,625$605K0.02%-76613F-HRTimeline
Paladin Advisory Group, LLC23,594$604K0.46%+5013F-HRTimeline
Millington Financial Advisors, LLC23,275$590K0.3%+2,98713F-HRTimeline
WCG Wealth Advisors LLC22,921$587K0.04%-388,44213F-HRTimeline
Kure Advisory, LLC21,992$563K0.37%-27,69613F-HR/ATimeline
Optivise Advisory Services LLC21,753$557K0.28%-4,99013F-HRTimeline
Snider Financial Group21,419$548K0.16%-51313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…21,325$546K0.02%013F-HRTimelineGroup
Vise Technologies, Inc.20,795$532K0.02%13F-HRTimeline
Triad Wealth Partners, LLC20,452$524K0.11%-4,23613F-HRTimeline
Tandem Investment Partners LLC20,082$514K0.45%+31113F-HRTimeline
Betterment LLC20,009$512K<0.01%+60113F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding19,904$510K+614Timeline
Garrett Wealth Advisory Group, LLC19,727$505K0.11%+43413F-HRTimeline
Balentine LLC19,143$490K0.02%+31513F-HRTimeline
Texas Yale Capital Corp.19,000$486K0.02%013F-HRTimeline
Riverbend Wealth Management, LLC18,861$483K0.37%+5,48113F-HRTimeline
&PARTNERS18,833$482K<0.01%-8,87413F-HRTimeline
Advisor Resource Council18,593$476K0.23%-713,73913F-HRTimeline
VICUS CAPITAL18,381$471K0.04%+513F-HRTimeline
Sharper & Granite LLC18,300$466K0.18%+51013F-HRTimeline
CoreCap Advisors, LLC17,693$453K0.02%-12213F-HRTimeline
True Vision MN LLC17,411$446K0.25%new13F-HRTimeline
Investments & Financial Planning, LLC17,385$445K0.26%-24313F-HRTimeline
Sovran Advisors, LLC17,343$439K0.05%-38,21413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.17,038$436K0.03%+6,71413F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC17,003$435K0.04%-822,41313F-HRTimelineGroup
PFG Private Wealth Management, LLC16,874$432K0.22%+18213F-HRTimeline
Visionary Horizons, LLC16,821$431K0.27%+4,28613F-HRTimeline
Gladstone Institutional Advisory LLC16,725$428K0.02%+1,10013F-HRTimeline
Capital CS Group, LLC16,314$418K0.69%-1,32713F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth16,091$412K0.01%+51413F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC16,054$411K0.12%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,804$405K0.01%-28213F-HRTimelineGroup
Empirical Asset Management, LLC15,602$399K0.12%+2,76013F-HRTimeline
Collaborative Wealth Managment Inc.15,176$389K0.17%+44413F-HRTimeline
Perennial Investment Advisors, LLC14,782$378K0.04%-1,43813F-HRTimeline
Valtinson Bruner Financial Planning LLC14,704$376K0.12%+6,45813F-HRTimeline
Heartwood Wealth Advisors LLC14,704$376K0.04%-63713F-HRTimeline
AMJ Financial Wealth Management14,655$375K0.09%+44013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC14,523$372K0.07%new13F-HRTimeline
Brookwood Investment Group LLC14,291$366K0.06%-174,97213F-HRTimeline
Capital Planning Advisors, LLC14,232$364K0.05%-79613F-HRTimeline
Csenge Advisory Group14,277$361K0.02%+43313F-HRTimeline
Cove Street Capital, LLC14,100$361K0.53%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/14,058$360K<0.01%-6,96213F-HR/ATimelineGroup
TD Waterhouse Canada Inc.14,112$360K<0.01%013F-HRTimeline
Financial Engines Advisors L.L.C.13,497$346K<0.01%-51713F-HRTimeline
Richard W. Paul & Associates, LLC13,425$344K0.12%+1,32013F-HRTimeline
Tribridge Partners Financial LLC13,401$343K0.2%13F-HRTimeline
DAVENPORT & Co LLC13,249$339K<0.01%-55913F-HRTimeline
WEDBUSH SECURITIES INC13,210$338K0.01%-5,01813F-HRTimeline
Buck Wealth Strategies, LLC13,166$337K0.05%new13F-HRTimeline
Tidemark, LLC12,776$327K0.11%-2,72213F-HRTimeline
Virtue Capital Management, LLC12,538$321K0.06%-206,17613F-HRTimeline
Atlas Private Wealth Advisors12,322$315K0.04%-2,48413F-HRTimeline
Kelly Financial Services LLC12,031$308K0.09%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,677$299K0.01%013F-HRTimeline
AssuredPartners Investment Advisors, LLC11,671$299K0.07%-2913F-HRTimeline
Western Wealth Management, LLC11,608$297K0.02%-1,81713F-HRTimeline
Quest 10 Wealth Builders, Inc.11,454$293K0.29%+12613F-HRTimeline
Investment Planning Advisors, Inc.11,380$291K0.1%new13F-HRTimeline
Insight Advisors, LLC/ PA11,165$286K0.05%-1,53713F-HRTimeline
MJT & Associates Financial Advisory Gro…10,936$280K0.35%-37013F-HR/ATimeline
AIFG Consultants Ltd.10,840$278K0.54%-29,00913F-HRTimeline
Strategic Financial Planning, Inc.10,714$274K0.17%-27513F-HRTimeline
ROMAN BUTLER FULLERTON & CO10,751$273K0.08%+10713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,573$271K0.02%-89013F-HRTimeline
WealthCare Investment Partners, LLC10,631$270K0.1%-12413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC10,536$270K0.1%+7413F-HRTimeline
D.A. DAVIDSON & CO.10,381$266K<0.01%+53413F-HRTimeline
Arax Advisory Partners10,360$265K0.01%+913F-HRTimeline
OMNI 360 Wealth, Inc.10,227$262K0.16%+7313F-HR/ATimeline
Rialto Wealth Management, LLC10,218$262K0.07%-35013F-HRTimeline