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Disclosery

SPAB SPDR SERIES TRUST

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ST STR AGGRE ETF (fund)

524 managers (530 13F filers) reported a position in SPAB shares at 2025-12-31, 272,749,679 shares in all. 46 filers opened a position and 31 filers sold out during the quarter.

Managers
524
13F filers
530
New
46
Added
255
Reduced
148
Sold out
31
Shares held by filers
272,749,679

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…10,180$262K0.04%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL10,159$262K<0.01%+9913F-HRTimeline
Heartwood Wealth Advisors LLC10,051$259K0.02%-4,64013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,981$257K<0.01%+1,84913F-HRTimeline
Tidemark, LLC9,919$255K0.07%-2,51813F-HRTimeline
Brookwood Investment Group LLC9,719$250K0.03%+38913F-HRTimeline
Palatine Hill Wealth Management, LLC9,619$248K0.2%13F-HRTimeline
Paladin Advisory Group, LLC9,561$246K0.18%+313F-HRTimeline
WealthCare Investment Partners, LLC9,559$246K0.07%+22713F-HRTimeline
Maia Wealth LLC9,378$243K0.04%+713F-HRTimeline
SageGuard Financial Group, LLC9,452$243K0.04%13F-HRTimeline
Strategic Wealth Investment Group, LLC9,399$242K0.03%-2513F-HRTimeline
RKL Wealth Management LLC9,170$236K0.02%new13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV9,045$233K0.04%new13F-HRTimeline
Balboa Wealth Partners8,949$230K0.04%new13F-HRTimeline
Optimist Retirement Group LLC8,890$229K0.1%+10413F-HRTimeline
OLIO Financial Planning8,777$226K0.06%013F-HRTimeline
Waterloo Capital, L.P.8,744$225K0.02%-37613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…8,702$224K<0.01%new13F-HRTimelineGroup
FINANCIAL ADVISORY PARTNERS, LLC8,689$224K0.06%+13513F-HRTimeline
Realta Investment Advisors8,614$222K0.07%+33413F-HRTimeline
NORTH DALLAS BANK & TRUST CO8,600$221K0.14%13F-HRTimeline
Asset Dedication, LLC8,577$221K0.01%013F-HRTimeline
EHRLICH FINANCIAL GROUP8,500$219K0.12%+25013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,217$212K<0.01%new13F-HRTimelineGroup
Capital Developers, LLC8,180$211K0.19%13F-HRTimeline
Professional Financial Advisors, LLC8,155$210K0.04%new13F-HRTimeline
Composition Wealth, LLC8,143$210K<0.01%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC8,121$209K0.01%new13F-HRTimeline
Founders Financial Alliance, LLC8,091$208K0.04%-2813F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …7,962$205K0.01%-51113F-HRTimelineGroup
FMR LLCin group FMR LLC7,958$205K<0.01%-4,40213F-HRTimelineGroup
Amicus Financial Advisors, LLC7,905$204K0.06%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,855$202K<0.01%new13F-HRTimelineGroup
Symmetry Partners, LLC7,772$200K0.01%013F-HRTimeline
Sunbelt Securities, Inc.7,635$197K0.01%013F-HRTimeline
Parkside Financial Bank & Trust7,010$181K0.01%+1013F-HRTimeline
SBI Securities Co., Ltd.6,779$175K<0.01%-22113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,702$173K<0.01%+8913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,089$157K<0.01%-1,29813F-HRTimelineGroup
Bullock Wealth Management Group4,670$120K0.06%+6213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,509$116K0.03%-913F-HRTimeline
Woodside Wealth Management LLC4,233$109K0.08%+14913F-HRTimeline
Rosenberg Matthew Hamilton4,163$107K0.02%+87913F-HRTimeline
Key Financial Inc3,894$100K0.02%013F-HRTimeline
WealthCollab, LLC3,690$95K0.04%013F-HRTimeline
Root Financial Partners, LLC3,658$94.2K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,262$84K<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.3,200$82.4K<0.01%013F-HRTimeline
Northwest Capital Management Inc3,119$80.3K0.35%-10,66213F-HRTimeline
WOLFF WIESE MAGANA LLC3,039$78.2K0.04%+15513F-HRTimeline
Aptus Capital Advisors, LLC2,982$76.8K<0.01%+4113F-HRTimeline
Capital Investment Advisory Services, L…2,807$72.3K0.01%013F-HRTimeline
SHP Wealth Management2,730$70.3K0.01%13F-HRTimeline
Darwin Wealth Management, LLC2,686$69.2K0.02%-3913F-HRTimeline
JFS WEALTH ADVISORS, LLC2,615$67.3K<0.01%+3413F-HRTimeline
Safe Harbor Fiduciary, LLC2,583$66.5K0.06%13F-HRTimeline
Fourth Dimension Wealth, LLC2,571$66.2K0.02%new13F-HRTimeline
Beacon Capital Management, Inc.2,147$55.3K<0.01%-713F-HRTimeline
WFA of San Diego, LLC2,069$53.3K0.04%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,028$52.2K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,987$51.2K<0.01%013F-HRTimeline
Premier Financial Group1,937$49.9K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC1,889$48.6K0.04%-58,22213F-HRTimeline
Westside Investment Management, Inc.1,869$48.1K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC1,854$47.7K0.01%-22413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,829$47.1K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.1,819$46.8K0.03%013F-HRTimeline
Miller Capital Partners, Inc.1,808$46.6K0.02%13F-HRTimeline
Cape Investment Advisory, Inc.1,612$41.5K0.01%new13F-HRTimeline
Rialto Wealth Management, LLC1,472$37.9K0.01%-23413F-HRTimeline
Gould Capital, LLC1,440$37.1K0.02%+44013F-HRTimeline
IMG Wealth Management, Inc.1,359$35K0.02%013F-HRTimeline
Rossby Financial, LCC1,293$33.3K0.01%+39213F-HRTimeline
Collier Financial1,264$32.6K0.02%+1613F-HRTimeline
Bare Financial Services, Inc1,238$31.9K0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.1,130$29.1K0.03%13F-HRTimeline
Cheviot Value Management, LLC1,100$28.4K<0.01%-17313F-HRTimeline
Steward Partners Investment Advisory, L…1,059$27.3K<0.01%-3113F-HRTimeline
Kingdom Financial Group LLC.1,057$27.2K0.01%new13F-HRTimeline
Operose Advisors LLC1,033$26.6K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,000$25.8K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC914$23.5K<0.01%+72013F-HRTimeline
Hilton Head Capital Partners, LLC836$21.5K0.01%13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.813$20.9K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…762$19.6K0.01%013F-HR/ATimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.750$19.3K0.01%new13F-HRTimelineGroup
Richard W. Paul & Associates, LLC725$18.7K0.01%-2,70013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding656$16.9K-32,268Timeline
New England Capital Financial Advisors …648$16.7K0.01%+913F-HRTimeline
Aventus Investment Advisors, Inc.642$16.5K0.01%+913F-HRTimeline
VALLEY NATIONAL ADVISERS INC625$16K<0.01%+813F-HRTimeline
Cornerstone Planning Group LLC591$15.3K<0.01%+9513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC501$12.9K<0.01%+713F-HRTimeline
Dogwood Wealth Management LLC392$10.1K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC375$9.66K0.01%-913F-HRTimeline
Triumph Capital Management363$9.35K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC302$7.78K<0.01%013F-HRTimeline
North Star Investment Management Corp.284$7.32K<0.01%+313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.284$7.31K<0.01%+413F-HRTimelineGroup
SageView Advisory Group, LLC227$5.83K<0.01%new13F-HRTimeline
Advocate Investing Services LLC200$5.15K<0.01%13F-HRTimeline
Blue Trust, Inc.196$5.05K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding185$4.75K-261Timeline
BARRETT & COMPANY, INC.157$4.04K<0.01%013F-HRTimeline
Archer Investment Corp138$3.55K<0.01%013F-HRTimeline
Crewe Advisors LLC125$3.22K<0.01%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC116$2.99K<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC116$2.99K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC113$2.91K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC104$2.69K<0.01%+113F-HRTimeline
Investors Research Corp84$2.16K<0.01%013F-HRTimeline
Anchor Investment Management, LLC81$2.09K<0.01%013F-HRTimeline
Pandora Wealth, Inc.50$1.29K<0.01%013F-HRTimeline
GAMMA Investing LLC47$1.21K<0.01%013F-HRTimeline
CX Institutional25$1K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC38$979<0.01%-15013F-HRTimeline
Copia Wealth Management35$901<0.01%+513F-HRTimeline
BFSG, LLC30$773<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…24$621<0.01%-113F-HRTimelineGroup
Networth Advisors, LLC15$386<0.01%13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1$26<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$19<0.01%013F-HRTimelineGroup
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.