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Disclosery

SPAB SPDR SERIES TRUST

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ST STR AGGRE ETF (fund)

543 managers (550 13F filers) reported a position in SPAB shares at 2026-03-31, 280,390,582 shares in all. 56 filers opened a position and 37 filers sold out during the quarter.

Managers
543
13F filers
550
New
56
Added
263
Reduced
163
Sold out
37
Shares held by filers
280,390,582

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Retirement Planning Group, LLC109,681$2.81M0.09%new13F-HRTimeline
Destination Wealth Management105,494$2.7M0.07%-15,90213F-HRTimeline
Partners in Financial Planning105,235$2.7M0.45%+2,90213F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …103,797$2.66M0.01%+4,69413F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC103,219$2.64M0.06%+9,84213F-HRTimeline
Aquire Wealth Advisors, LLC102,618$2.63M0.69%-6,11113F-HRTimeline
JBR Co Financial Management Inc100,915$2.6M1.09%013F-HRTimeline
Orin Green Financial, LLC100,214$2.57M1.05%-37613F-HRTimeline
HARBOUR INVESTMENTS, INC.98,499$2.52M0.04%+28,86513F-HRTimeline
Breakwater Investment Management96,049$2.46M0.91%+29,78913F-HRTimeline
LEGACY SOLUTIONS, LLC95,021$2.43M2.26%+5,21213F-HRTimeline
Tempus Wealth Planning, LLC92,559$2.37M0.55%+2,62113F-HRTimeline
Busey Bank92,170$2.36M0.06%-25,08713F-HRTimeline
EP Wealth Advisors, LLC91,171$2.34M0.01%-44,32013F-HRTimeline
Smartleaf Asset Management LLC90,401$2.31M0.08%+1,76813F-HRTimeline
WELLINGTON-ALTUS USA INC.89,084$2.27M1.34%+10,69013F-HRTimeline
Compass Financial Group, Inc.88,124$2.26M1.02%-50113F-HRTimeline
Core Wealth Partners LLC86,836$2.22M1.03%-10,80813F-HRTimeline
Steele Capital Management, Inc.84,460$2.16M0.09%-113F-HRTimeline
Private Wealth Group, LLC83,038$2.13M0.99%+3,09113F-HR/ATimeline
International Private Wealth Advisors L…82,443$2.11M1.29%+13,08713F-HRTimeline
Mill Capital Management, LLC81,113$2.08M0.16%+22,12913F-HRTimeline
Winch Advisory Services, LLC80,717$2.07M0.47%+2,12613F-HRTimeline
Fermata Advisors, LLC80,071$2.05M0.46%-28613F-HRTimeline
Scissortail Wealth Management, LLC79,771$2.04M0.41%+28,69913F-HRTimeline
Security Financial Services, INC.77,745$1.99M0.32%-55,84213F-HRTimeline
Signal Advisors Wealth, LLC77,371$1.98M0.14%+64,71213F-HRTimeline
Strategic Wealth Partners, Ltd.75,422$1.93M0.13%+6,12913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC74,594$1.91M0.08%+20513F-HRTimeline
Gambit Capital Management, LLC71,670$1.84M1.32%+4,78613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers70,590$1.81M<0.01%+9,23113F-HRTimelineGroup
E&G Advisors, LLC70,259$1.8M0.4%-17913F-HRTimeline
USAdvisors Wealth Management, LLC70,162$1.79M0.6%+1,67113F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.69,823$1.79M1.02%13F-HRTimeline
Integrated Wealth Concepts LLC69,490$1.78M0.01%new13F-HRTimeline
Wealth Alliance Advisory Group, LLC67,916$1.74M0.28%-269,63213F-HRTimeline
Wealth Advisory Solutions, LLC67,726$1.74M0.39%+4,42413F-HRTimeline
Koshinski Asset Management, Inc.66,384$1.7M0.11%+3,52513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC65,310$1.67M<0.01%new13F-HRTimelineGroup
TMB Capital Partners, LLC64,810$1.66M0.56%+2,54413F-HRTimeline
SHELTON CAPITAL MANAGEMENT63,775$1.63M0.04%new13F-HRTimeline
HF Advisory Group, LLC63,762$1.63M0.56%+5,57113F-HRTimeline
Prospect Financial Group LLC63,030$1.61M1.49%-25713F-HRTimeline
TrueWealth Advisors, LLC62,898$1.61M0.41%-7,14513F-HRTimeline
United Advisor Group, LLC62,851$1.61M0.2%+10,25613F-HRTimeline
Carnegie Investment Counsel61,109$1.57M0.03%+2,42013F-HRTimeline
Laraway Financial Advisors Inc60,718$1.56M1.09%-1513F-HRTimeline
Ballast Rock Private Wealth LLC59,896$1.53M0.85%+2,84313F-HRTimeline
Sanchez Levi Garrett58,813$1.51M0.94%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC57,664$1.48M<0.01%-4,28313F-HRTimelineGroup
Global Strategic Investment Solutions, …55,964$1.43M0.14%+1,42113F-HRTimeline
Flagship Private Wealth, LLC55,672$1.43M0.58%-1,41213F-HRTimeline
Wealthspire Retirement, LLC55,538$1.42M0.09%+34413F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION54,345$1.39M0.11%+70013F-HRTimeline
Destiny Wealth Partners, LLC54,239$1.39M0.15%-1,29513F-HRTimeline
Balance Wealth Partners LLC53,923$1.38M0.43%-1,11613F-HRTimeline
Astoria Portfolio Advisors LLC.53,430$1.37M0.29%-1,12513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…53,130$1.36M<0.01%new13F-HRTimelineGroup
Kelman-Lazarov, Inc.51,441$1.32M0.19%+4,05113F-HRTimeline
Advisor Resource Council51,429$1.32M0.52%+6,48913F-HRTimeline
Financial & Tax Architects, LLC50,402$1.29M0.29%+1,00013F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.50,255$1.29M0.49%+29,22013F-HRTimeline
Advisory Services Network, LLC50,086$1.28M0.02%-3,14713F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC49,962$1.28M1.05%-75213F-HRTimeline
Comprehensive Money Management Services…49,871$1.28M0.84%013F-HRTimeline
Brown Financial Advisors49,607$1.27M0.48%-29,74513F-HRTimeline
G&S Capital LLC48,820$1.25M0.44%-17,18613F-HRTimeline
Arsenal Capital Advisors LLC48,677$1.25M0.91%+1,86413F-HRTimeline
Altus Wealth Group LLC47,800$1.22M0.5%+2,24413F-HRTimeline
Carroll Advisory Group, LLC46,216$1.18M0.46%-4,72913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC45,898$1.18M<0.01%-39,81013F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC45,504$1.17M0.04%+12,35813F-HRTimeline
Walkner Condon Financial Advisors LLC42,558$1.09M0.14%+2,10813F-HRTimeline
Rooted Wealth Advisors, Inc.41,958$1.08M0.28%-97613F-HRTimeline
Pinnacle Family Advisors, LLC41,820$1.07M0.5%+20513F-HRTimeline
LexAurum Advisors, LLC41,606$1.07M0.14%13F-HRTimeline
TKG Advisors, LLC41,527$1.06M0.44%-18,23613F-HRTimeline
Tandem Financial, LLC41,291$1.06M0.36%new13F-HRTimeline
Meridian Wealth Management, LLC40,884$1.05M0.04%-21,15513F-HRTimeline
PRIVATE TRUST CO NA40,548$1.04M0.09%-8,37513F-HRTimeline
Vise Technologies, Inc.40,149$1.03M0.02%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding39,780$1.02M+39,124Timeline
Fortis Capital Advisors, LLC39,660$1.02M0.13%new13F-HRTimeline
Wrenne Financial Planning LLC38,669$991K0.39%+2,39213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC38,482$986K0.01%-19,80613F-HRTimelineGroup
Farther Finance Advisors, LLC37,419$956K0.01%-1,99013F-HRTimeline
PKS Advisory Services, LLC37,150$952K0.22%+1,43613F-HRTimeline
Wealth Watch Advisors, INC37,093$950K0.4%-281,11213F-HRTimeline
Keystone Wealth Services, LLC35,359$906K0.19%new13F-HRTimeline
Mutual Advisors, LLC34,981$896K0.02%+80713F-HRTimeline
Merit Financial Group, LLC34,295$879K0.01%-27,89013F-HRTimeline
MSH Capital Advisors LLC34,215$877K0.19%+24313F-HRTimeline
Hibernia Wealth Partners, LLC32,953$844K0.25%-27,31113F-HRTimeline
CFS Investment Advisory Services, LLC32,775$844K0.06%+2,14613F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co32,900$844K0.19%013F-HRTimelineGroup
Narus Financial Partners, LLC32,826$841K0.22%+1,44713F-HRTimeline
SAX WEALTH ADVISORS, LLC32,430$835K0.04%013F-HRTimeline
AdvisorNet Financial, Inc32,263$827K0.04%-6913F-HRTimeline
FWG Investments, LLC.31,972$819K0.52%-4,32413F-HRTimeline
Opulen Financial Group LLC31,311$802K0.56%-55213F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC30,796$789K0.16%-97,63913F-HRTimeline
Financial Plan, Inc.30,436$780K0.08%-1,05713F-HRTimeline
Hopwood Nicholas Hunter30,103$771K0.25%+2,64813F-HRTimeline
Texas Yale Capital Corp.30,100$771K0.02%+1,20013F-HRTimeline
DOW CHEMICAL CO /DE/30,006$769K0.32%-3,17913F-HRTimeline
Argent Trust Co29,931$767K0.03%+2813F-HRTimeline
Impact Partnership Wealth, LLC29,741$762K0.09%+2,82513F-HRTimeline
Tilson Financial Group, Inc.29,665$760K0.23%+10213F-HRTimeline
Lynx Investment Advisory29,556$757K0.36%+4,04113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/29,380$752K<0.01%+13,88213F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding29,217$749K+3,077Timeline
Riverbend Wealth Management, LLC29,060$745K0.46%+1,77613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding28,651$734KnewTimeline
Sharper & Granite LLC28,560$732K0.25%+65013F-HRTimeline
Magnolia Private Wealth, LLC28,300$725K0.48%-3,75013F-HRTimeline
Mattson Financial Services, LLC27,763$711K0.17%+2,03913F-HRTimeline
Falcon Wealth Planning27,264$699K0.05%-3,80213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.26,928$690K0.43%+9,73113F-HRTimeline
WCG Wealth Advisors LLC26,882$689K0.02%-1813F-HRTimeline
Tandem Investment Partners LLC26,848$688K0.58%+1,96713F-HRTimeline
Paladin Wealth, LLC26,739$685K0.47%-84613F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.26,553$680K1.22%+13,07213F-HRTimeline
McAdam, LLC26,195$671K0.03%-83813F-HRTimeline
Farrell Financial LLC25,422$651K0.39%+4713F-HRTimeline
Forza Wealth Management, LLC25,150$644K0.22%013F-HRTimeline
Betterment LLC24,807$636K<0.01%+3,47313F-HRTimeline
WEALTHGARDEN F.S. LLC24,800$635K0.43%-27213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC24,467$627K0.11%+47013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…24,398$625K0.08%+6,07413F-HR/ATimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC23,650$606K0.05%new13F-HRTimelineGroup
Payne Capital LLC23,556$604K0.55%-113F-HRTimeline
Onyx Bridge Wealth Group LLC23,440$601K0.06%-4,14413F-HRTimeline
Snider Financial Group23,382$599K0.18%+29013F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV22,205$569K0.37%-27313F-HRTimeline
Gunpowder Capital Management, LLC dba O…22,171$568K0.43%-1,99913F-HRTimeline
HUB Investment Partners, LLC22,014$564K0.01%new13F-HRTimeline
Visionary Horizons, LLC21,933$562K0.28%-17,71913F-HRTimeline
Quantinno Capital Management LP21,750$557K<0.01%new13F-HRTimeline
Navigation Group, LLC21,437$549K0.13%13F-HRTimeline
NOVUS ADVISORS, LLC21,291$545K1.22%+6,61413F-HRTimeline
Shum Financial Group, Inc.21,205$543K0.38%+31413F-HRTimeline
Barnes Wealth Management Group, Inc21,096$540K0.27%-6,60013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.21,043$539K0.04%+24213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV21,009$538K0.03%+3,71813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC20,617$528K0.02%+8,45513F-HRTimelineGroup
GEM Asset Management, LLC20,583$527K0.23%+24013F-HRTimeline
Triad Wealth Partners, LLC20,401$523K0.04%-2713F-HRTimeline
FreeGulliver LLC20,026$513K0.22%-9413F-HRTimeline
Millington Financial Advisors, LLC19,887$510K0.21%+30613F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…19,056$488K0.07%new13F-HRTimeline
Western Wealth Management, LLC18,639$478K0.02%+3,77613F-HR/ATimeline
Capital CS Group, LLC17,988$461K0.95%+29313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC17,865$458K0.01%-5,16213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,856$457K<0.01%+7,87513F-HRTimeline
Investments & Financial Planning, LLC17,801$456K0.25%-33213F-HRTimeline
Sharkey, Howes & Javer17,669$453K0.06%-11,93313F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC17,615$451K0.13%-11,23013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…17,579$450K<0.01%+3,33413F-HRTimelineGroup
Plan A Wealth LLC17,391$446K0.21%-36813F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV17,384$445K0.43%+1,32813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd16,953$434K0.01%new13F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC16,767$430K0.05%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV16,343$419K0.06%+7,29813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…16,098$412K0.01%-5,66913F-HR/ATimelineGroup
Bleakley Financial Group, LLC15,958$409K0.01%new13F-HRTimeline
Brown Financial Advisory15,755$404K0.2%013F-HRTimeline
Americana Partners, LLC15,535$398K0.01%-1,104,43713F-HRTimeline
AMJ Financial Wealth Management15,389$394K0.09%+47313F-HRTimeline
WealthPoint Financial, LLC15,355$393K0.33%new13F-HR/ATimeline
OpenArc Corporate Advisory, LLC15,174$389K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.15,200$388K<0.01%+8013F-HRTimeline
CoreCap Advisors, LLC15,133$388K0.01%-73513F-HRTimeline
PFG Private Wealth Management, LLC14,918$382K0.16%-2,92613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,916$382K0.01%+7,06113F-HRTimelineGroup
Financial Engines Advisors L.L.C.14,845$380K<0.01%-3413F-HRTimeline
INTEGRITY ALLIANCE, LLC.14,615$374K0.01%013F-HRTimeline
Richmond Investment Services, LLC14,607$374K0.06%+3,34113F-HRTimeline
Medallion Wealth Advisors, LLC14,329$367K0.12%-6,26513F-HRTimeline
&PARTNERS14,253$365K<0.01%-1,41313F-HRTimeline
Capital Planning Advisors, LLC14,232$365K0.05%013F-HRTimeline
Optivise Advisory Services LLC14,077$361K0.22%-41913F-HRTimeline
Accretive Wealth Partners, LLC13,943$357K0.1%new13F-HRTimeline
Kure Advisory, LLC13,657$350K0.19%-3013F-HRTimeline
Asset One Wealth Management LLC13,326$342K0.04%-1,05013F-HRTimeline
Balboa Wealth Partners13,265$340K0.06%+4,31613F-HRTimeline
Orographic Financial Advisors, LLC13,252$339K0.24%13F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC13,219$339K0.1%+4,53013F-HRTimeline
Balentine LLC13,215$339K0.01%+30713F-HRTimeline
Tribridge Partners Financial LLC13,146$337K0.14%-25513F-HRTimeline
Quest 10 Wealth Builders, Inc.13,086$335K0.29%+1,56513F-HRTimeline
1832 Asset Management L.P.12,961$332K<0.01%+1,93113F-HRTimeline
Professional Financial Advisors, LLC12,886$330K0.07%+4,73113F-HRTimeline
Empirical Asset Management, LLC12,796$328K0.09%+1,17113F-HRTimeline
Valtinson Bruner Financial Planning LLC12,738$326K0.09%+97313F-HRTimeline
Fortune Financial Advisors, LLC12,627$323K0.16%new13F-HRTimeline
Investment Planning Advisors, Inc.12,462$319K0.09%-46613F-HRTimeline
Insight Advisors, LLC/ PA12,422$318K0.06%-3813F-HRTimeline
True Vision MN LLC12,337$316K0.16%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC12,232$313K0.01%-1,72913F-HRTimeline
55 North Private Wealth, LLC11,910$305K0.08%new13F-HRTimeline