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Disclosery

SPAB SPDR SERIES TRUST

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ST STR AGGRE ETF (fund)

496 managers (502 13F filers) reported a position in SPAB shares at 2024-12-31, 256,709,811 shares in all. 33 filers opened a position and 31 filers sold out during the quarter.

Managers
496
13F filers
502
New
33
Added
213
Reduced
176
Sold out
31
Shares held by filers
256,709,811

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC25,684,190$642M0.26%-539,89613F-HRTimeline
CWM, LLCin group CWM, LLC16,328,149$408M1.69%+1,263,38413F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC12,821,067$320M6.21%+888,98813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding11,793,938$295M-1,087,713Timeline
STATE STREET CORPin group STATE STREET CORP10,187,564$255M0.01%-2,718,22113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC9,394,590$235M0.51%+226,06113F-HRTimelineGroup
RiverFront Investment Group, LLC7,410,178$185M4.21%+11,78613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,595,619$115M0.22%+677,36413F-HR/ATimeline
Gradient Investments LLCin group Gradient Investments LLC4,351,067$109M2.2%+92,92013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,108,930$103M0.23%+190,95813F-HR/ATimelineGroup
Private Advisor Group, LLC3,837,322$95.9M0.54%+162,35013F-HRTimeline
SYON CAPITAL LLC3,605,454$90.1M8.11%+94,38313F-HRTimeline
Willow Creek Wealth Management Inc.3,479,841$87M8.87%+116,27013F-HRTimeline
RATIONAL ADVISORS, INC.3,391,024$84.7M8.28%-72,23613F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,133,384$78.3M15.74%-36,80013F-HRTimeline
Baker Avenue Asset Management, LP2,850,608$71.2M2.18%+151,34713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,808,080$70.2M0.67%-137,04013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,741,362$68.5M0.03%13F-HR/ATimelineGroup
Good Life Advisors, LLC2,735,554$68.4M4.98%-38,56513F-HRTimeline
KWB Wealth2,505,989$65.5M8.12%-50,72813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,520,287$63M<0.01%-287,88113F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,408,625$60.2M1.67%+185,64113F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp2,218,830$55.4M3.5%-77,57113F-HRTimelineGroup
Kingsview Wealth Management, LLC2,198,133$54.9M1.07%new13F-HRTimeline
Trilogy Capital Inc.2,121,828$53M2.73%-5,39113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,099,644$52.5M1.17%+149,79613F-HRTimelineGroup
AlphaStar Capital Management, LLC2,069,347$51.7M5.41%-269,37313F-HRTimeline
N.E.W. Advisory Services LLC2,055,356$51.4M4.88%-258,28113F-HRTimeline
Great Lakes Retirement, Inc.2,035,009$50.9M6.57%+20,15813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding1,876,021$46.9M+440,066Timeline
NewEdge Advisors, LLC1,824,435$45.6M0.27%-50,81813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,779,079$44.5M<0.01%+350,30013F-HR/ATimelineGroup
Financial Strategies Group, Inc.1,622,228$40.2M9.61%-6,02913F-HRTimeline
MAI Capital Management1,579,518$39.5M0.29%new13F-HRTimeline
Sanctuary Advisors, LLC1,564,056$39.4M0.25%-22,33813F-HRTimeline
Stadion Money Management, LLC1,531,970$38.3M3%-370,99813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,527,961$38.2M0.39%+31,21813F-HRTimelineGroup
Waverly Advisors, LLC1,520,027$38M0.59%-148,77813F-HRTimeline
GM Advisory Group, LLC1,484,163$37.1M2.05%+89,71513F-HRTimeline
Mariner, LLCin group Mariner, LLC1,367,785$34.2M0.06%+168,22813F-HRTimelineGroup
McNamara Financial Services, Inc.1,266,493$31.6M7.44%-1,032,46413F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …1,214,724$30.4M6.56%+122,88613F-HRTimeline
IHT Wealth Management, LLC1,211,885$30.3M0.98%+131,05613F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,203,589$30.1M4.89%13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,165,829$29.1M0.01%-475,56413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,163,819$29.1M0.08%-804,11413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,153,809$28.8M0.04%-41,33013F-HRTimelineGroup
CHOREO, LLC1,098,140$27.5M0.39%+544,90413F-HRTimeline
Trinity Wealth Management, LLC1,097,723$27.4M12.41%+59,23513F-HRTimeline
ARRIEN INVESTMENTS, INC.1,085,708$27.3M19.49%+156,86613F-HRTimeline
Money Design Co.,Ltd.1,085,728$27.2M1.4%-96,10413F-HRTimeline
RESTON WEALTH MANAGEMENT LLC1,086,980$27.2M10.1%+11,68313F-HRTimeline
Cetera Investment Advisers1,079,428$27M0.06%+8,70613F-HRTimeline
Bensler, LLC1,070,292$26.7M3.18%+103,50213F-HRTimeline
Convergence Financial, LLC1,054,048$26.3M5.25%-468,26113F-HRTimeline
OneDigital Investment Advisors LLC1,053,601$26.3M0.31%-228,83813F-HRTimeline
TRUEFG, LLC1,034,283$25.8M8.44%+56,92813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,016,712$25.4M3.18%+93,39813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,004,116$25.1M0.02%-4,48713F-HRTimelineGroup
Bristlecone Advisors, LLC985,494$24.6M1.92%+33,56613F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC927,279$23.2M5.84%+1,18913F-HRTimeline
Heartwood Wealth Advisors LLC918,179$22.9M2.58%+1,61513F-HRTimeline
HighTower Advisors, LLC874,813$21.9M0.03%+440,08913F-HRTimeline
Clear Creek Financial Management, LLC872,180$21.8M2.36%+22,52513F-HRTimeline
Arete Wealth Advisors, LLC865,379$21.6M1.56%+82,81113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp860,342$21.5M<0.01%+34,27713F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.856,568$21.4M0.26%+12,22113F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC849,066$21.2M2.64%+151,16213F-HRTimeline
Advisory Alpha, LLC841,915$21M0.75%+66,93413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN802,450$20.1M<0.01%-396,34113F-HRTimelineGroup
Leading Edge Financial Planning LLC777,627$19.4M6.38%-679,44113F-HRTimeline
Janney Montgomery Scott LLC772,132$19.3M0.05%-21,87813F-HRTimeline
Cambridge Investment Research Advisors,…755,866$18.9M0.06%-26,71513F-HRTimeline
WealthPlan Investment Management, LLC749,693$18.7M1.85%+82,16713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…738,554$18.5M0.05%+39,65413F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.733,295$18.3M2.75%+53,87613F-HR/ATimeline
MONEY CONCEPTS CAPITAL CORP729,745$18.2M1.36%+35,76113F-HRTimeline
Creative Planningin group Creative Planning685,737$17.1M0.02%+82,43913F-HRTimelineGroup
Independent Advisor Alliance683,559$17.1M0.23%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/675,238$16.9M<0.01%+5,34913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC660,755$16.5M0.06%-4,47113F-HRTimeline
Americana Partners, LLC605,527$15.1M0.62%+26,62113F-HRTimeline
RFG Advisory, LLC586,999$14.7M0.41%+157,67913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP585,568$14.6M0.01%+164,53313F-HRTimelineGroup
Algorithmic Investment Models, LLC582,795$14.6M11.22%+13,06213F-HRTimeline
Kagan Cocozza Asset Management579,457$14.5M12.02%13F-HRTimeline
Aspire Private Capital, LLC578,389$14.5M3.58%-184,90813F-HRTimeline
Copley Financial Group, Inc.570,841$14.3M10.92%+22,44113F-HRTimeline
Rinkey Investments570,433$14.3M4.56%-12,31713F-HRTimeline
Stewardship Advisors, LLC549,267$13.7M3.81%+9,92913F-HRTimeline
Weitzel Financial Services, Inc.532,270$13.3M6.28%+12,28413F-HRTimeline
Larson Financial Group LLC529,191$13.2M0.68%-72,41613F-HRTimeline
Golden State Wealth Management, LLC510,955$12.8M1.91%13F-HRTimeline
Aveo Capital Partners, LLC496,344$12.4M1.36%-49,37813F-HRTimeline
SigFig Wealth Management, LLC455,128$12.3M0.45%+13,81813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP492,216$12.3M0.01%+45,95213F-HRTimelineGroup
WCG Wealth Advisors LLC469,163$11.7M0.77%+8,99513F-HRTimeline
Jacobi Capital Management LLC456,846$11.4M0.85%+256,66413F-HRTimeline
Collier Financial455,160$11.4M10.16%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC445,532$11.1M0.16%-22,15313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…436,953$10.9M0.47%+19,63913F-HRTimeline
TSFG, LLC436,844$10.9M2.24%+6,89013F-HRTimeline
Rockbridge Investment Management, LCC422,920$10.6M1.35%-2,04913F-HRTimeline
Advisory Resource Group417,921$10.4M2.22%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…417,095$10.4M0.02%new13F-HRTimelineGroup
Crestwood Advisors Group, LLC416,488$10.4M0.2%+180,79313F-HRTimeline
Astoria Strategic Wealth, Inc.413,112$10.3M3.07%-4,56313F-HRTimeline
Columbia River Financial Group, LLC410,374$10.3M7.04%13F-HRTimeline
Facet Wealth, Inc.397,499$10M0.27%-18,77413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …392,555$9.81M0.83%new13F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …377,232$9.43M0.77%-163,86613F-HR/ATimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…369,518$9.23M3.53%+23,85613F-HRTimelineGroup
Destiny Capital Corp/CO367,673$9.19M5.58%-1,29013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.362,831$9.07M0.75%+16,98813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC361,490$9.03M0.07%+21,05413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…357,600$8.94M0.08%-36,29013F-HRTimelineGroup
Towercrest Capital Management353,996$8.85M1.43%-1,17513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC340,153$8.5M0.45%+229,40413F-HRTimeline
Eldridge Investment Advisors, Inc.338,177$8.45M1.97%-1,86913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…336,788$8.42M0.21%+17,44113F-HRTimelineGroup
PAX Financial Group, LLC329,570$8.24M1.47%-41,30513F-HRTimeline
Bull Oak Capital, LLC320,347$8.01M4.45%-329,07513F-HRTimeline
Balefire, LLC319,521$7.99M2.73%-46,10313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS313,722$7.84M0.02%+56,78713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT312,134$7.8M0.07%+296,53713F-HRTimeline
Alliance Wealth Management Group307,787$7.69M2.06%-1,44013F-HRTimeline
Burt Wealth Advisors307,341$7.68M1.95%-9,23313F-HRTimeline
Cyr Financial Inc.306,235$7.65M6.98%+36,38013F-HRTimeline
Tennessee Valley Asset Management Partn…304,305$7.6M1.27%-4,15413F-HRTimeline
Integrated Advisors Network LLC301,789$7.54M0.36%-13,37213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC299,661$7.49M0.01%+14,25213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP298,809$7.47M0.01%+10,82113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC292,053$7.3M0.01%-178,72713F-HRTimelineGroup
Pure Financial Advisors, LLC287,264$7.18M0.16%+6,35613F-HRTimeline
Security Financial Services, INC.279,346$6.98M1.42%+7,69613F-HRTimeline
APPLETON PARTNERS INC/MA276,359$6.91M0.51%+18,18113F-HRTimeline
Gateway Wealth Partners, LLC274,238$6.85M1.78%+38,85213F-HRTimeline
OLD MISSION CAPITAL LLC274,145$6.85M0.16%+259,25813F-HRTimeline
UBS Group AGin group UBS Group AG273,120$6.83M<0.01%+14,01613F-HRTimelineGroup
CIBC WORLD MARKETS CORP261,395$6.53M0.04%+12,47013F-HRTimeline
Wealth Alliance Advisory Group, LLC254,994$6.37M1.35%+2,96013F-HRTimeline
Cornerstone Wealth Management, LLC252,699$6.31M0.43%+226,89313F-HRTimeline
Amtrust Financial Services, Inc.250,600$6.26M2.83%013F-HRTimeline
Global Retirement Partners, LLC247,297$6.18M0.18%+34,85513F-HRTimeline
CIBC WORLD MARKET INC.245,700$6.14M0.01%013F-HRTimeline
Certified Advisory Corp243,683$6.09M0.66%+8,84713F-HRTimeline
Values Added Financial LLC243,447$6.08M3.52%+17,71713F-HRTimeline
Wealth Watch Advisors, INC239,160$5.98M3.72%13F-HRTimeline
Sharkey, Howes & Javer233,151$5.83M0.82%-86,31613F-HRTimeline
Lifeworks Advisors, LLC229,888$5.74M1.04%-19,69113F-HRTimeline
ERn Financial, LLC228,878$5.72M0.86%+16,64113F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.228,652$5.71M2.53%new13F-HRTimeline
Lunt Capital Management, Inc.227,857$5.69M2.22%+10,06513F-HRTimeline
TOWNSQUARE CAPITAL LLC224,185$5.6M0.06%-4,16613F-HRTimeline
Vertex Planning Partners, LLC221,941$5.55M1.22%-53,24613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.219,253$5.48M0.03%+21,31013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.213,408$5.33M2.14%+4,75813F-HRTimeline
Geneos Wealth Management Inc.212,452$5.31M0.19%+13,45513F-HRTimeline
Melone Private Wealth, LLC211,039$5.27M2.73%-238,36413F-HRTimeline
Allworth Financial LP208,869$5.23M0.03%-33,06713F-HRTimeline
Horizon Investments, LLC208,656$5.21M0.15%-4,47213F-HRTimeline
Perigon Wealth Management, LLC208,411$5.21M0.13%+92,52113F-HRTimeline
McMill Wealth Management207,025$5.17M2.09%13F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.204,854$5.12M4.04%+15,68313F-HRTimeline
AE Wealth Management LLC204,189$5.1M0.04%+5,86813F-HRTimeline
IAG Wealth Partners, LLC203,139$5.08M0.9%+46,99113F-HRTimeline
Parallel Advisors, LLC199,173$4.98M0.11%+36,69113F-HRTimeline
Zhang Financial LLC193,905$4.85M0.28%-8,21213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC193,887$4.85M0.44%-5,88113F-HRTimeline
JT Stratford LLC188,749$4.72M0.78%+48313F-HRTimeline
Orion Porfolio Solutions, LLC178,852$4.47M0.04%+4,90113F-HRTimeline
Orion Portfolio Solutions, LLC178,852$4.47M0.04%+4,90113F-HRTimeline
Atria Wealth Solutions, Inc.178,744$4.47M0.05%-15,92313F-HRTimeline
Avior Wealth Management, LLC177,955$4.45M0.16%+1,93313F-HRTimeline
HBW ADVISORY SERVICES LLC175,841$4.39M0.45%+11,86813F-HRTimeline
SENTINEL PENSION ADVISORS, LLC173,117$4.33M0.8%-7,72813F-HRTimeline
Total Clarity Wealth Management, Inc.172,092$4.3M1.4%new13F-HRTimeline
Better Money Decisions, LLC171,324$4.28M2.97%+30,75013F-HRTimeline
Barden Capital Management, Inc.169,979$4.25M3.64%+8,06713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC167,293$4.18M<0.01%-6,65613F-HRTimelineGroup
Foundations Investment Advisors, LLC163,099$4.08M0.08%+35,78113F-HRTimeline
TrueWealth Advisors, LLC154,625$3.86M1.29%-48,99813F-HRTimeline
Independent Wealth Network Inc.152,564$3.81M1.55%+5,60513F-HRTimeline
Destination Wealth Management150,253$3.75M0.12%+14,15413F-HRTimeline
Belpointe Asset Management LLC139,436$3.61M0.22%-54,63413F-HRTimeline
Auour Investments LLC142,113$3.57M1.25%+6,15613F-HRTimeline
HRT FINANCIAL LP140,627$3.51M0.02%+24213F-HRTimeline
NYL Investors LLC137,100$3.43M0.31%+8,10013F-HRTimeline
Aquire Wealth Advisors, LLC133,142$3.33M1.03%-5,76213F-HRTimeline
Merit Financial Group, LLC132,329$3.31M0.06%+55,81313F-HRTimeline
Busey Bank132,097$3.3M0.11%-3,56713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC132,026$3.3M<0.01%-83,31713F-HRTimelineGroup
Integrated Wealth Concepts LLC131,060$3.28M0.04%-192,11313F-HRTimeline
Ashton Thomas Private Wealth, LLC129,069$3.23M0.13%+119,77513F-HRTimeline
Aspetuck Financial Management LLC119,291$2.98M2.32%13F-HRTimeline
WealthTrak Capital Management LLC110,639$2.76M2.34%13F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …108,738$2.72M0.35%new13F-HRTimelineGroup
Brown Financial Advisors106,918$2.67M1.07%+6,22813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC106,813$2.67M0.36%-4,28213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding105,009$2.62M+2,793Timeline