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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
FINANCIAL ADVISORY PARTNERS, LLC9,544$244K0.08%+19513F-HRTimeline
Apeiron RIA LLC9,449$241K0.07%013F-HRTimeline
United Advisor Group, LLC9,412$240K0.05%new13F-HRTimeline
Wealth Advisors Northwest LLC9,393$240K0.15%+17513F-HRTimeline
SAX WEALTH ADVISORS, LLC9,219$235K0.02%-50313F-HRTimeline
Rosenberg Matthew Hamilton9,076$232K0.06%-1,08913F-HRTimeline
Maia Wealth LLC9,062$228K0.05%-99413F-HRTimeline
Realta Investment Advisors8,909$228K0.1%+3,36913F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.8,812$225K0.11%new13F-HRTimeline
Optimist Retirement Group LLC8,634$221K0.11%+4913F-HRTimeline
Asset Dedication, LLC8,577$219K0.02%013F-HRTimeline
Transce3nd, LLC8,556$219K0.1%+3,57313F-HRTimeline
Signal Advisors Wealth, LLC8,513$217K0.02%new13F-HRTimeline
Vantage Point Financial LLC8,484$217K0.11%-21113F-HRTimeline
OLIO Financial Planning8,357$213K0.07%new13F-HRTimeline
BLAIR WILLIAM & CO/IL8,340$213K<0.01%-1,51713F-HRTimeline
EHRLICH FINANCIAL GROUP8,250$211K0.15%+6413F-HRTimeline
Valtinson Bruner Financial Planning LLC8,246$211K0.07%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,111$207K0.01%new13F-HRTimelineGroup
Fisher Asset Management, LLC7,988$204K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC7,964$203K0.05%+5113F-HRTimeline
Sunbelt Securities, Inc.7,635$195K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,387$189K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.7,213$184K0.01%+36313F-HRTimeline
Parkside Financial Bank & Trust6,985$178K0.02%+513F-HRTimeline
Bay Harbor Wealth Management, LLC6,878$176K0.06%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,725$172K<0.01%-31013F-HRTimelineGroup
FMR LLCin group FMR LLC5,239$134K<0.01%-34813F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,232$131K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC5,017$128K0.02%-25813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,910$125K<0.01%+1,84313F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC4,676$119K0.04%-22013F-HRTimeline
CENTAURUS FINANCIAL, INC.4,644$119K0.01%+17513F-HRTimeline
Bullock Wealth Management Group4,517$115K0.06%+3013F-HRTimeline
Woodside Wealth Management LLC4,001$102K0.09%13F-HRTimeline
Key Financial Inc3,894$99.5K0.02%013F-HRTimeline
WealthCollab, LLC3,690$94.2K0.06%013F-HRTimeline
Iron Horse Wealth Management, LLC3,649$93.2K0.03%+71413F-HRTimeline
Aptus Capital Advisors, LLC3,621$92.5K<0.01%-74013F-HRTimeline
Darwin Wealth Management, LLC3,529$88.2K0.03%013F-HRTimeline
Collier Financial3,278$83.7K0.07%-451,88213F-HRTimeline
GHP Investment Advisors, Inc.3,200$81.7K<0.01%013F-HRTimeline
SMI Advisory Services, LLC2,975$75.4K0.02%new13F-HRTimeline
Capital Investment Advisory Services, L…2,807$71.7K0.01%013F-HRTimeline
Keener Financial Planning LLC2,617$66K0.04%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,530$64.6K<0.01%-15913F-HRTimeline
Bellwether Advisors, LLC2,373$60.6K0.01%-26813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,239$56.5K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,053$52.4K<0.01%-9013F-HRTimelineGroup
PSI Advisors, LLC2,000$51.1K0.02%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,987$50.7K<0.01%013F-HRTimeline
Westside Investment Management, Inc.1,869$47.7K0.01%-20013F-HRTimeline
Reyes Financial Architecture, Inc.1,819$46.5K0.03%013F-HRTimeline
Safe Harbor Fiduciary, LLC1,705$43.5K0.05%-6813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,582$40.4K<0.01%new13F-HRTimelineGroup
Synergy Investment Management, LLC1,531$39.1K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.1,472$37.6K0.01%+1113F-HRTimeline
IMG Wealth Management, Inc.1,359$34.7K0.03%-41113F-HRTimeline
NorthRock Partners, LLC1,355$34.6K<0.01%013F-HRTimeline
Cheviot Value Management, LLC1,273$32.1K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC1,230$31.4K0.02%+1613F-HRTimeline
Ameliora Wealth Management Ltd.1,200$30.6K0.01%013F-HRTimeline
Rossby Financial, LCC951$24.2K0.01%new13F-HRTimeline
Activest Wealth Management915$23.4K0.01%013F-HRTimeline
Hemington Wealth Management932$23K<0.01%-35613F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC888$22.7K<0.01%new13F-HRTimelineGroup
Private Wealth Asset Management, LLC832$21.2K<0.01%13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.813$20.8K0.02%013F-HRTimeline
New Millennium Group LLC775$19.8K0.01%new13F-HRTimeline
New England Capital Financial Advisors …626$16K0.01%+413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC598$15.3K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…596$15.2K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC605$15K<0.01%+413F-HRTimeline
Global Financial Private Client, LLC578$14.8K0.01%013F-HRTimeline
Hughes Financial Services, LLC558$14.2K<0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC485$12.4K<0.01%-33313F-HRTimeline
Cherry Tree Wealth Management, LLC426$10.9K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC392$10K0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC384$9.81K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd374$9.55K<0.01%-4713F-HRTimeline
Sound Income Strategies, LLC369$9.43K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC367$9.37K<0.01%+8213F-HRTimeline
Beacon Capital Management, LLC363$9.27K<0.01%+213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC317$8.1K<0.01%+31613F-HRTimeline
North Star Investment Management Corp.275$7.02K<0.01%+213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.263$6.72K<0.01%-2613F-HRTimelineGroup
Kiker Wealth Management, LLC190$4.85K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.157$4.01K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding154$3.92K-10,338Timeline
Headlands Technologies LLC151$3.86K<0.01%-25013F-HRTimeline
Compass Financial Services Inc115$2.94K<0.01%new13F-HRTimeline
Investors Research Corp84$2.15K<0.01%013F-HRTimeline
Anchor Investment Management, LLC81$2.07K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …54$1.38K<0.01%13F-HRTimelineGroup
Capital A Wealth Management, LLC53$1.35K<0.01%-13113F-HRTimeline
Pandora Wealth, Inc.50$1.28K<0.01%13F-HRTimeline
Archer Investment Corp48$1.22K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC47$1.18K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…25$1K<0.01%-113F-HRTimelineGroup
BFSG, LLC30$767<0.01%013F-HRTimeline
Copia Wealth Management26$664<0.01%new13F-HRTimeline
POM Investment Strategies, LLC25$639<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.14$360<0.01%new13F-HRTimeline
Bogart Wealth, LLC8$206<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1$26<0.01%013F-HR/ATimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$19<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,21713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
HANTZ FINANCIAL SERVICES, INC.0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.