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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
LPL Financial LLC23,043,191$589M0.23%-2,640,99913F-HRTimeline
CWM, LLCin group CWM, LLC15,955,089$407M1.63%-373,06013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding12,216,869$312M+422,931Timeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC11,745,372$300M5.59%-1,075,69513F-HRTimeline
STATE STREET CORPin group STATE STREET CORP11,602,702$296M0.01%+1,415,13813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC9,959,641$254M0.52%+565,05113F-HRTimelineGroup
RiverFront Investment Group, LLC7,764,062$198M4.41%+353,88413F-HRTimeline
Private Advisor Group, LLC4,819,951$123M0.74%+982,62913F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC4,070,096$104M2.1%-280,97113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,760,641$96M0.18%-834,97813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,720,630$95M0.21%-388,30013F-HRTimelineGroup
Willow Creek Wealth Management Inc.3,576,418$91.3M8.89%+96,57713F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,299,115$84.3M16.37%+165,73113F-HRTimeline
RATIONAL ADVISORS, INC.3,086,790$78.8M7.96%-304,23413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp2,940,400$75.1M4.91%+721,57013F-HRTimelineGroup
Baker Avenue Asset Management, LP2,917,473$74.5M2.33%+66,86513F-HRTimeline
Good Life Advisors, LLC2,780,233$71M5%+44,67913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,755,505$70.4M0.03%+14,14313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,557,686$65.3M<0.01%+37,39913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,449,210$62.6M0.59%-358,87013F-HRTimelineGroup
KWB Wealth2,451,771$61.3M7.39%-54,21813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,349,674$60M1.29%+250,03013F-HRTimelineGroup
N.E.W. Advisory Services LLC2,282,866$58.3M4.46%+227,51013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,223,854$56.8M1.52%-184,77113F-HRTimelineGroup
Great Lakes Retirement, Inc.2,099,827$53.6M7.03%+64,81813F-HRTimeline
AlphaStar Capital Management, LLC2,070,106$52.9M5.32%+75913F-HRTimeline
Trilogy Capital Inc.2,055,336$52.5M2.75%-66,49213F-HRTimeline
Kingsview Wealth Management, LLC2,054,045$52.5M0.99%-144,08813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding2,019,527$51.6M+143,506Timeline
NewEdge Advisors, LLC1,770,279$45.2M0.27%-54,15613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,760,387$45M<0.01%-18,69213F-HRTimelineGroup
GM Advisory Group, LLC1,632,898$41.7M2.25%+148,73513F-HRTimeline
MAI Capital Management1,620,472$41.4M0.31%+40,95413F-HRTimeline
Financial Strategies Group, Inc.1,631,185$41.2M9.74%+8,95713F-HRTimeline
Waverly Advisors, LLC1,569,119$40.1M0.49%+49,09213F-HRTimeline
Sanctuary Advisors, LLC1,563,294$39.9M0.28%-76213F-HRTimeline
Mariner, LLCin group Mariner, LLC1,468,893$37.5M0.06%+101,10813F-HRTimelineGroup
Stadion Money Management, LLC1,444,360$36.9M3.68%-87,61013F-HRTimeline
McNamara Financial Services, Inc.1,373,995$35.1M7.55%+107,50213F-HRTimeline
SYON CAPITAL LLC1,324,592$33.8M2.75%-2,280,86213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,312,174$33.5M0.09%+148,35513F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …1,297,331$33.1M6.79%+82,60713F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,235,637$31.6M4.8%+32,04813F-HRTimelineGroup
Clear Creek Financial Management, LLC1,216,728$31.1M3.22%+344,54813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,214,722$31M0.01%+48,89313F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,171,643$29.9M0.04%+17,83413F-HRTimelineGroup
Cetera Investment Advisers1,150,781$29.4M0.06%+71,35313F-HRTimeline
IHT Wealth Management, LLC1,121,525$28.6M0.89%-90,36013F-HRTimeline
Convergence Financial, LLC1,120,509$28.6M5.62%+66,46113F-HRTimeline
Trinity Wealth Management, LLC1,112,560$28.4M12.97%+14,83713F-HRTimeline
ARRIEN INVESTMENTS, INC.1,101,991$28.1M20.18%+16,28313F-HRTimeline
TRUEFG, LLC1,060,687$27.1M8.91%+26,40413F-HRTimeline
Money Design Co.,Ltd.1,045,331$26.7M1.33%-40,39713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,024,752$26.2M3.29%+8,04013F-HRTimeline
Bensler, LLC1,011,458$25.8M3.23%-58,83413F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC983,955$25.1M3.02%+134,88913F-HRTimeline
Arete Wealth Advisors, LLC960,743$24.5M1.87%+95,36413F-HRTimeline
OneDigital Investment Advisors LLC953,639$24.4M0.29%-99,96213F-HRTimeline
Bristlecone Advisors, LLC926,699$23.7M1.93%-58,79513F-HRTimeline
RESTON WEALTH MANAGEMENT LLC922,781$23.6M9.53%-164,19913F-HRTimeline
UBS Group AGin group UBS Group AG915,790$23.4M0.01%+642,67013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp911,799$23.3M<0.01%+51,45713F-HRTimelineGroup
Americana Partners, LLC897,226$22.9M0.89%+291,69913F-HRTimeline
Advisory Alpha, LLC874,806$22.3M0.76%+32,89113F-HR/ATimeline
WALLER FINANCIAL PLANNING GROUP, INC862,627$22M6.19%-64,65213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.858,673$21.9M0.24%+2,10513F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC839,416$21.4M2.44%+828,83013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC835,500$21.3M0.04%+543,44713F-HR/ATimelineGroup
Aspire Private Capital, LLC813,310$20.8M5.17%+234,92113F-HRTimeline
Leading Edge Financial Planning LLC810,132$20.7M6.46%+32,50513F-HRTimeline
Cambridge Investment Research Advisors,…796,659$20.3M0.07%+40,79313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…787,840$20.1M0.05%+49,28613F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.773,305$19.8M2.97%+40,01013F-HRTimeline
WealthPlan Investment Management, LLC770,717$19.7M1.94%+21,02413F-HRTimeline
Creative Planningin group Creative Planning764,527$19.5M0.02%+78,79013F-HRTimelineGroup
CHOREO, LLC756,469$19.3M0.3%-341,67113F-HRTimeline
Janney Montgomery Scott LLC738,087$18.9M0.05%-34,04513F-HRTimeline
MML INVESTORS SERVICES, LLC726,884$18.6M0.06%+66,12913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN716,309$18.3M<0.01%-86,14113F-HRTimelineGroup
Advisor Resource Council732,332$18.2M1.47%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP699,836$17.8M0.02%+114,26813F-HR/ATimelineGroup
MONEY CONCEPTS CAPITAL CORP689,649$17.6M1.32%-40,09613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/674,270$17.2M<0.01%-96813F-HRTimelineGroup
Weitzel Financial Services, Inc.644,024$16.5M7.87%+111,75413F-HRTimeline
Kagan Cocozza Asset Management613,193$15.7M12.8%+33,73613F-HRTimeline
TOWNSQUARE CAPITAL LLC601,159$15.4M0.16%+376,97413F-HRTimeline
Stewardship Advisors, LLC571,570$14.6M3.94%+22,30313F-HRTimeline
Copley Financial Group, Inc.561,576$14.3M10.98%-9,26513F-HR/ATimeline
Algorithmic Investment Models, LLC558,275$14.3M10.5%-24,52013F-HRTimeline
Rinkey Investments558,146$14.3M4.52%-12,28713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS528,484$13.5M0.01%-475,63213F-HRTimelineGroup
Golden State Wealth Management, LLC511,809$13.1M1.94%+85413F-HR/ATimeline
Apella Capital, LLC510,167$12.9M0.44%+418,41313F-HRTimeline
Larson Financial Group LLC486,079$12.4M0.59%-43,11213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP482,346$12.3M0.01%-9,87013F-HRTimelineGroup
Geneos Wealth Management Inc.479,353$12.2M0.18%+266,90113F-HRTimeline
SigFig Wealth Management, LLC454,693$12.2M0.44%-43513F-HRTimeline
RFG Advisory, LLC470,582$12M0.32%-116,41713F-HRTimeline
Advisory Resource Group462,691$11.8M2.41%+44,77013F-HRTimeline
Columbia River Financial Group, LLC447,800$11.4M7.64%+37,42613F-HRTimeline
Aveo Capital Partners, LLC450,424$11.4M1.9%-45,92013F-HRTimeline
TSFG, LLC440,566$11.3M2.3%+3,72213F-HRTimeline
Rockbridge Investment Management, LCC431,365$11M1.3%+8,44513F-HRTimeline
Rochester Wealth Strategies, LLC426,404$10.9M8.65%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC423,065$10.8M0.15%-22,46713F-HRTimeline
Astoria Strategic Wealth, Inc.411,946$10.5M3.09%-1,16613F-HRTimeline
WCG Wealth Advisors LLC411,363$10.5M0.8%-57,80013F-HR/ATimeline
Gerber Kawasaki Wealth & Investment Man…405,393$10.4M0.47%-31,56013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …397,269$10.2M0.66%+4,71413F-HRTimelineGroup
HighTower Advisors, LLC391,863$10M0.01%-482,95013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …383,012$9.77M0.77%+5,78013F-HRTimeline
Facet Wealth, Inc.387,194$9.77M0.25%-10,30513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC371,821$9.5M0.5%+31,66813F-HRTimeline
Towercrest Capital Management360,414$9.2M1.75%+6,41813F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.358,559$9.16M0.76%-4,27213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…358,402$9.15M0.08%+80213F-HRTimelineGroup
Crestwood Advisors Group, LLC356,623$9.11M0.17%-59,86513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC347,964$8.89M0.08%-13,52613F-HR/ATimelineGroup
Security Financial Services, INC.341,607$8.72M1.73%+62,26113F-HRTimeline
PAX Financial Group, LLC334,152$8.53M1.51%+4,58213F-HRTimeline
Tennessee Valley Asset Management Partn…330,346$8.44M1.38%+26,04113F-HRTimeline
Balefire, LLC329,887$8.43M2.89%+10,36613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…329,016$8.4M0.22%-7,77213F-HRTimelineGroup
Northeast Financial Group, Inc.in group Northeast Financial Group, In…321,779$8.22M3.07%-47,73913F-HRTimelineGroup
Values Added Financial LLC317,016$8.1M4.49%+73,56913F-HRTimeline
Alliance Wealth Management Group317,007$8.1M2.18%+9,22013F-HRTimeline
Cyr Financial Inc.316,527$8.08M7.22%+10,29213F-HR/ATimeline
Destiny Capital Corp/CO315,193$8.05M5.49%-52,48013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC307,611$7.84M<0.01%+140,31813F-HRTimelineGroup
Eldridge Investment Advisors, Inc.307,172$7.82M1.8%-31,00513F-HRTimeline
Wealth Alliance Advisory Group, LLC306,085$7.82M1.62%+51,09113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS299,730$7.66M0.02%-13,99213F-HRTimeline
ACT Advisors, LLC.296,023$7.56M4.1%new13F-HRTimeline
Burt Wealth Advisors292,236$7.46M1.87%-15,10513F-HRTimeline
APPLETON PARTNERS INC/MA291,804$7.45M0.58%+15,44513F-HRTimeline
Integrated Advisors Network LLC290,313$7.41M0.38%-11,47613F-HRTimeline
Pure Financial Advisors, LLC285,660$7.3M0.15%-1,60413F-HRTimeline
Gateway Wealth Partners, LLC284,007$7.25M1.63%+9,76913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC281,936$7.2M0.01%-17,72513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP278,976$7.13M0.01%-19,83313F-HRTimelineGroup
Cornerstone Wealth Management, LLC272,046$6.95M0.47%+19,34713F-HRTimeline
CIBC WORLD MARKETS CORP259,928$6.64M0.05%-1,46713F-HRTimeline
Perigon Wealth Management, LLC257,368$6.57M0.17%+48,95713F-HRTimeline
Amtrust Financial Services, Inc.250,600$6.4M3.09%013F-HRTimeline
Certified Advisory Corp250,362$6.39M0.72%+6,67913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.242,928$6.2M0.04%+23,67513F-HRTimeline
ERn Financial, LLC239,491$6.12M0.97%+10,61313F-HRTimeline
Lunt Capital Management, Inc.232,942$5.95M2.16%+5,08513F-HRTimeline
Balance Wealth Partners LLC229,009$5.85M3.8%13F-HRTimeline
Zhang Financial LLC219,668$5.61M0.3%+25,76313F-HRTimeline
Virtue Capital Management, LLC218,714$5.58M0.65%+199,87313F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.216,239$5.52M4.39%+11,38513F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.213,925$5.46M2.36%-14,72713F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.213,701$5.46M2.13%+29313F-HRTimeline
IAG Wealth Partners, LLC213,468$5.45M0.85%+10,32913F-HRTimeline
Melone Private Wealth, LLC213,068$5.44M2.85%+2,02913F-HRTimeline
HRT FINANCIAL LP211,771$5.41M0.03%+71,14413F-HRTimeline
Lifeworks Advisors, LLC209,337$5.35M0.89%-20,55113F-HRTimeline
Foundations Investment Advisors, LLC200,111$5.11M0.09%+37,01213F-HRTimeline
Horizon Investments, LLC196,652$5.02M0.15%-12,00413F-HRTimeline
Orion Porfolio Solutions, LLC193,218$4.93M0.05%+14,36613F-HRTimeline
Orion Portfolio Solutions, LLC193,218$4.93M0.05%+14,36613F-HR/ATimeline
OLD MISSION CAPITAL LLC192,749$4.92M0.1%-81,39613F-HRTimeline
McMill Wealth Management192,372$4.91M1.77%-14,65313F-HRTimeline
Bull Oak Capital, LLC191,885$4.9M2.67%-128,46213F-HRTimeline
AE Wealth Management LLC191,492$4.89M0.04%-12,69713F-HRTimeline
Allworth Financial LP192,640$4.88M0.03%-16,22913F-HRTimeline
JT Stratford LLC191,090$4.88M0.86%+2,34113F-HRTimeline
Brookwood Investment Group LLC189,263$4.83M0.83%13F-HRTimeline
HBW ADVISORY SERVICES LLC178,604$4.56M0.65%+2,76313F-HRTimeline
Parallel Advisors, LLC177,576$4.54M0.1%-21,59713F-HRTimeline
Avior Wealth Management, LLC175,937$4.49M0.17%-2,01813F-HRTimeline
Barden Capital Management, Inc.173,255$4.42M3.94%+3,27613F-HRTimeline
Atria Wealth Solutions, Inc.172,024$4.39M0.05%-6,72013F-HRTimeline
Better Money Decisions, LLC171,888$4.39M2.93%+56413F-HRTimeline
Total Clarity Wealth Management, Inc.170,181$4.25M1.39%-1,91113F-HRTimeline
Independent Wealth Network Inc.152,475$3.89M1.55%-8913F-HRTimeline
SENTINEL PENSION ADVISORS, LLC150,509$3.84M0.71%-22,60813F-HRTimeline
Simplicity Wealth,LLC144,253$3.68M0.29%new13F-HRTimeline
NYL Investors LLC139,300$3.56M0.23%+2,20013F-HRTimeline
Auour Investments LLC138,915$3.55M1.29%-3,19813F-HRTimeline
Busey Bank130,379$3.33M0.11%-1,71813F-HRTimeline
Aquire Wealth Advisors, LLC127,647$3.26M1%-5,49513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC127,256$3.25M<0.01%+60,02813F-HRTimelineGroup
Financial Advocates Investment Manageme…126,369$3.23M0.23%+43,84413F-HRTimeline
Integrated Wealth Concepts LLC124,593$3.18M0.04%-6,46713F-HRTimeline
Destination Wealth Management122,898$3.14M0.1%-27,35513F-HRTimeline
TRUE Private Wealth Advisors120,158$3.07M0.37%+37,00913F-HRTimeline
Aspetuck Financial Management LLC119,166$3.04M2.62%-12513F-HRTimeline
TrueWealth Advisors, LLC117,778$3.01M0.99%-36,84713F-HRTimeline
CGN Advisors LLC113,240$2.89M0.28%+8,40313F-HRTimeline
WealthTrak Capital Management LLC112,232$2.87M2.47%+1,59313F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …109,679$2.8M0.36%+94113F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC108,228$2.76M0.38%+1,41513F-HRTimeline
Ashton Thomas Private Wealth, LLC106,968$2.73M0.1%-22,10113F-HRTimeline
Orin Green Financial, LLC107,743$2.71M1.28%new13F-HRTimeline
Raleigh Capital Management Inc.105,919$2.71M1.22%+15,77913F-HRTimeline
Breakwater Investment Management104,287$2.66M1.14%+51113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding102,904$2.63M-2,105Timeline
CVFG LLC102,331$2.61M2.38%+9,04413F-HRTimeline