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Disclosery

SPAB SPDR SERIES TRUST

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ST STR AGGRE ETF (fund)

503 managers (509 13F filers) reported a position in SPAB shares at 2025-06-30, 267,843,616 shares in all. 29 filers opened a position and 38 filers sold out during the quarter.

Managers
503
13F filers
509
New
29
Added
229
Reduced
193
Sold out
38
Shares held by filers
267,843,616

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
STATE STREET CORPin group STATE STREET CORP23,633,736$605M0.02%+12,031,03413F-HRTimelineGroup
LPL Financial LLC22,164,478$567M0.19%-878,71313F-HRTimeline
CWM, LLCin group CWM, LLC17,087,709$437M1.54%+1,132,62013F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC12,634,914$323M5.43%+889,54213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding12,536,927$321M+320,058Timeline
Cerity Partners LLCin group Cerity Partners LLC10,533,231$270M0.48%+573,59013F-HRTimelineGroup
RiverFront Investment Group, LLC7,716,661$198M3.86%-47,40113F-HRTimeline
Private Advisor Group, LLC4,428,628$113M0.61%-391,32313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,285,967$110M0.2%+565,33713F-HR/ATimelineGroup
Gradient Investments LLCin group Gradient Investments LLC3,897,587$99.8M1.82%-172,50913F-HRTimelineGroup
Willow Creek Wealth Management Inc.3,695,021$94.6M8.51%+118,60313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,629,531$92.2M0.15%-131,11013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,479,793$89.1M15.25%+180,67813F-HRTimeline
Baker Avenue Asset Management, LP2,999,565$76.8M2.19%+82,09213F-HRTimeline
RATIONAL ADVISORS, INC.2,968,636$76M7.53%-118,15413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp2,963,765$75.9M4.55%+23,36513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,867,808$73.4M0.03%+112,30313F-HRTimelineGroup
Good Life Advisors, LLC2,841,986$72.8M4.55%+61,75313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,499,718$64M<0.01%-57,96813F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,385,485$61.1M1.39%+161,63113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,385,171$61.1M0.14%+1,072,99713F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,316,948$59.3M1.31%-32,72613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,307,310$59.1M0.49%-141,90013F-HRTimelineGroup
Great Lakes Retirement, Inc.2,144,071$54.9M6.5%+44,24413F-HRTimeline
Kingsview Wealth Management, LLC2,082,333$53.3M0.9%+28,28813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding2,073,825$53.1M+54,298Timeline
Trilogy Capital Inc.2,052,229$52.5M2.56%-3,10713F-HRTimeline
KWB Wealth1,973,889$50.4M6.13%-477,88213F-HRTimeline
AlphaStar Capital Management, LLC1,910,006$48.9M3.44%-160,10013F-HRTimeline
NewEdge Advisors, LLC1,906,479$48.8M0.25%+136,20013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,741,499$44.6M0.41%new13F-HRTimelineGroup
N.E.W. Advisory Services LLC1,735,980$44.4M4.31%-546,88613F-HRTimeline
MAI Capital Management1,715,318$43.9M0.3%+94,84613F-HRTimeline
Financial Strategies Group, Inc.1,692,786$42.8M8.94%+61,60113F-HRTimeline
GM Advisory Group, LLC1,649,560$42.2M2.09%+16,66213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,633,822$41.8M<0.01%-126,56513F-HRTimelineGroup
Waverly Advisors, LLC1,616,132$41.4M0.45%+47,01313F-HRTimeline
Sanctuary Advisors, LLC1,505,465$38.5M0.24%-57,82913F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …1,469,560$37.6M7.24%+172,22913F-HRTimeline
McNamara Financial Services, Inc.1,386,530$35.5M7.04%+12,53513F-HRTimeline
Stadion Money Management, LLC1,381,660$35.3M2.89%-62,70013F-HRTimeline
SYON CAPITAL LLC1,314,862$33.7M2.23%-9,73013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,263,272$32.2M4.36%+27,63513F-HRTimelineGroup
OneDigital Investment Advisors LLC1,230,537$31.5M0.35%+276,89813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,225,420$31.4M0.01%+10,69813F-HR/ATimelineGroup
Trinity Wealth Management, LLC1,223,344$31.3M12.43%+110,78413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,179,029$30.2M0.04%+7,38613F-HRTimelineGroup
ARRIEN INVESTMENTS, INC.1,137,370$29.1M18.4%+35,37913F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.1,124,585$28.8M0.27%+265,91213F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Convergence Financial, LLC1,124,404$28.8M4.95%+3,89513F-HRTimeline
Aspire Private Capital, LLC1,114,303$28.5M6.63%+300,99313F-HRTimeline
Clear Creek Financial Management, LLC1,097,517$28.1M2.67%-119,21113F-HRTimeline
Money Design Co.,Ltd.1,097,073$28.1M1.31%+51,74213F-HRTimeline
Arete Wealth Advisors, LLC1,085,553$27.8M1.97%+124,81013F-HRTimeline
Mariner, LLCin group Mariner, LLC1,083,385$27.7M0.04%-385,50813F-HRTimelineGroup
TRUEFG, LLC1,070,531$27.4M8.15%+9,84413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,057,243$27.1M3.12%+32,49113F-HRTimeline
UBS Group AGin group UBS Group AG1,050,296$26.9M0.01%+134,50613F-HRTimelineGroup
IHT Wealth Management, LLC1,035,906$26.5M0.73%-85,61913F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC1,021,528$26.2M2.91%+37,57313F-HRTimeline
Cambridge Investment Research Advisors,…990,506$25.4M0.08%+193,84713F-HRTimeline
Americana Partners, LLC961,561$24.6M0.85%+64,33513F-HRTimeline
RESTON WEALTH MANAGEMENT LLC930,582$23.8M8.35%+7,80113F-HRTimeline
Advisory Alpha, LLC910,897$23.3M0.73%+36,09113F-HRTimeline
Bristlecone Advisors, LLC904,947$23.2M1.95%-21,75213F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC876,859$22.4M5.43%+14,23213F-HRTimeline
Bensler, LLC873,067$22.4M2.5%-138,39113F-HRTimeline
Leading Edge Financial Planning LLC842,874$21.6M6%+32,74213F-HRTimeline
Apella Capital, LLC837,816$21.2M0.58%+327,64913F-HRTimeline
MML INVESTORS SERVICES, LLC814,832$20.9M0.06%+87,94813F-HRTimeline
WealthPlan Investment Management, LLC812,905$20.8M1.52%+42,18813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.791,983$20.3M2.67%+18,67813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…791,713$20.3M0.04%+3,87313F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP777,857$19.8M0.02%+78,02113F-HRTimelineGroup
Creative Planningin group Creative Planning741,627$19M0.02%-22,90013F-HRTimelineGroup
Janney Montgomery Scott LLC735,412$18.8M0.05%-2,67513F-HRTimeline
Cetera Investment Advisers710,779$18.2M0.03%-440,00213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN692,806$17.7M<0.01%-23,50313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/680,676$17.4M<0.01%+6,40613F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP670,775$17.2M1.15%-18,87413F-HRTimeline
Weitzel Financial Services, Inc.661,917$16.9M7.16%+17,89313F-HRTimeline
Simplicity Wealth,LLC626,788$16M0.67%+482,53513F-HRTimeline
Kagan Cocozza Asset Management615,119$15.7M12.07%+1,92613F-HRTimeline
Algorithmic Investment Models, LLC577,881$14.8M10.12%+19,60613F-HRTimeline
CHOREO, LLC574,164$14.7M0.21%-182,30513F-HRTimeline
Stewardship Advisors, LLC573,602$14.7M3.72%+2,03213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP524,494$13.4M0.01%+42,14813F-HRTimelineGroup
Rinkey Investments511,983$13.1M3.94%-46,16313F-HRTimeline
Copley Financial Group, Inc.505,572$12.9M9.6%-56,00413F-HRTimeline
Golden State Wealth Management, LLC503,795$12.9M1.57%-8,01413F-HRTimeline
Advisory Resource Group500,122$12.8M2.46%+37,43113F-HRTimeline
RFG Advisory, LLC485,171$12.4M0.29%+14,58913F-HRTimeline
SigFig Wealth Management, LLC484,543$12.4M0.41%+29,85013F-HRTimeline
HighTower Advisors, LLC473,977$12.1M0.02%+82,11413F-HRTimeline
TSFG, LLC447,927$11.5M2.08%+7,36113F-HRTimeline
Columbia River Financial Group, LLC447,211$11.4M7.41%-58913F-HRTimeline
MIdWestOne Financial Group, Inc.436,493$11.2M1.45%new13F-HRTimeline
Rockbridge Investment Management, LCC434,268$11.1M1.19%+2,90313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC420,478$10.8M0.13%-2,58713F-HRTimeline
Astoria Strategic Wealth, Inc.411,645$10.5M2.85%-30113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …387,456$9.91M0.71%-9,81313F-HRTimelineGroup
Global Retirement Partners, LLC385,454$9.87M0.24%13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…385,344$9.86M0.38%-20,04913F-HRTimeline
Larson Financial Group LLC377,793$9.67M0.39%-108,28613F-HRTimeline
Facet Wealth, Inc.375,907$9.56M0.22%-11,28713F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.351,125$8.99M0.7%-7,43413F-HRTimeline
Rochester Wealth Strategies, LLC350,915$8.98M6.44%-75,48913F-HRTimeline
Towercrest Capital Management348,639$8.93M1.59%-11,77513F-HRTimeline
Cyr Financial Inc.348,150$8.91M6.88%+31,62313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC347,767$8.9M0.01%-487,73313F-HRTimelineGroup
Balefire, LLC345,144$8.84M1.92%+15,25713F-HRTimeline
Security Financial Services, INC.342,644$8.77M1.55%+1,03713F-HRTimeline
Tennessee Valley Asset Management Partn…341,628$8.75M2.22%+11,28213F-HRTimeline
Crestwood Advisors Group, LLC337,417$8.64M0.15%-19,20613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP336,417$8.61M0.01%+57,44113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…328,510$8.41M0.07%-29,89213F-HRTimelineGroup
Northeast Financial Group, Inc.in group Northeast Financial Group, In…325,786$8.34M2.64%+4,00713F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…325,069$8.32M0.19%-3,94713F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC324,227$8.3M0.06%-23,73713F-HR/ATimelineGroup
Destiny Capital Corp/CO313,152$8.02M4.83%-2,04113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS309,499$7.92M0.02%+9,76913F-HRTimeline
Gateway Wealth Partners, LLC309,269$7.92M1.5%+25,26213F-HRTimeline
Alliance Wealth Management Group306,194$7.84M2%-10,81313F-HRTimeline
Wealth Alliance Advisory Group, LLC305,968$7.83M1.49%-11713F-HRTimeline
APPLETON PARTNERS INC/MA304,336$7.79M0.55%+12,53213F-HRTimeline
Cornerstone Wealth Management, LLC302,724$7.75M0.47%+30,67813F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA300,000$7.68M0.02%new13F-HRTimelineGroup
ACT Advisors, LLC.298,843$7.65M3.54%+2,82013F-HRTimeline
PAX Financial Group, LLC298,628$7.64M1.46%-35,52413F-HRTimeline
Burt Wealth Advisors289,174$7.4M1.69%-3,06213F-HRTimeline
Eldridge Investment Advisors, Inc.289,946$7.4M1.55%-17,22613F-HRTimeline
Pure Financial Advisors, LLC285,217$7.3M0.13%-44313F-HRTimeline
Perigon Wealth Management, LLC283,754$7.26M0.17%+26,38613F-HRTimeline
Orion Porfolio Solutions, LLC275,591$7.06M0.06%+82,37313F-HR/ATimeline
Integrated Advisors Network LLC272,936$6.99M0.32%-17,37713F-HRTimeline
Values Added Financial LLC264,621$6.77M3.28%-52,39513F-HRTimeline
Certified Advisory Corp262,413$6.72M0.7%+12,05113F-HRTimeline
CIBC WORLD MARKETS CORP262,018$6.71M0.04%+2,09013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC261,175$6.69M<0.01%-46,43613F-HRTimelineGroup
Raleigh Capital Management Inc.258,307$6.61M2.77%+152,38813F-HRTimeline
Amtrust Financial Services, Inc.250,600$6.42M2.28%013F-HRTimeline
Total Clarity Wealth Management, Inc.249,732$6.39M1.83%+79,55113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.245,931$6.3M0.03%+3,00313F-HRTimeline
ERn Financial, LLC244,099$6.25M1.32%+4,60813F-HRTimeline
Zhang Financial LLC237,976$6.09M0.28%+18,30813F-HRTimeline
Wealth Watch Advisors, INC237,555$6.08M3.54%+211,32413F-HRTimeline
LANARK FINANCIAL, INC.237,344$6.08M0.5%+167,90413F-HRTimeline
Lunt Capital Management, Inc.233,012$5.97M2.28%+7013F-HRTimeline
Atria Wealth Solutions, Inc.230,314$5.9M0.13%+58,29013F-HRTimeline
IAG Wealth Partners, LLC228,120$5.84M0.77%+14,65213F-HRTimeline
Jacobi Capital Management LLC228,002$5.84M0.39%+166,58913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …227,776$5.83M0.38%-155,23613F-HR/ATimeline
Austin Private Wealth, LLC226,536$5.8M0.46%+201,93513F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.221,505$5.67M4.32%+5,26613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.211,332$5.41M1.93%-2,36913F-HRTimeline
Melone Private Wealth, LLC211,286$5.39M2.76%-1,78213F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.209,271$5.36M2.2%-4,65413F-HRTimeline
Geneos Wealth Management Inc.207,731$5.32M0.13%-271,62213F-HRTimeline
Lifeworks Advisors, LLC206,578$5.29M0.79%-2,75913F-HRTimeline
AE Wealth Management LLC205,833$5.27M0.04%+14,34113F-HRTimeline
Parallel Advisors, LLC205,323$5.26M0.11%+27,74713F-HRTimeline
HBW ADVISORY SERVICES LLC201,640$5.16M0.64%+23,03613F-HRTimeline
Foundations Investment Advisors, LLC201,092$5.15M0.08%+98113F-HRTimeline
Balance Wealth Partners LLC197,947$5.07M2.97%-31,06213F-HRTimeline
JT Stratford LLC190,653$4.88M0.74%-43713F-HRTimeline
Better Money Decisions, LLC189,378$4.85M2.95%+17,49013F-HRTimeline
Allworth Financial LP188,985$4.84M0.02%-3,65513F-HRTimeline
McMill Wealth Management188,135$4.81M1.59%-4,23713F-HRTimeline
Avior Wealth Management, LLC178,424$4.57M0.16%+2,48713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC169,268$4.33M<0.01%+123,37013F-HRTimelineGroup
Barden Capital Management, Inc.168,449$4.31M3.78%-4,80613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC164,439$4.21M<0.01%+37,18313F-HRTimelineGroup
Independent Wealth Network Inc.155,887$3.99M1.45%+3,41213F-HRTimeline
Financial & Tax Architects, LLC151,461$3.88M0.94%+116,74313F-HRTimeline
SENTINEL PENSION ADVISORS, LLC148,728$3.81M0.64%-1,78113F-HRTimeline
TRUE Private Wealth Advisors143,297$3.67M0.41%+23,13913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS136,991$3.51M<0.01%-391,49313F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC136,944$3.51M0.34%-464,21513F-HRTimeline
Sharkey, Howes & Javer136,392$3.49M0.47%+111,31513F-HRTimeline
Bull Oak Capital, LLC136,363$3.49M1.59%-55,52213F-HRTimeline
NYL Investors LLC135,088$3.46M0.95%-4,21213F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.130,704$3.35M1.43%+121,89213F-HRTimeline
Busey Bank129,708$3.32M0.1%-67113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding129,610$3.32M+26,706Timeline
World Investment Advisors129,152$3.31M0.08%+80,78713F-HRTimeline
IFP Advisors, Inc126,593$3.24M0.09%+29,25813F-HRTimeline
Aquire Wealth Advisors, LLC125,686$3.22M0.86%-1,96113F-HRTimeline
Destination Wealth Management121,291$3.11M0.09%-1,60713F-HRTimeline
Merit Financial Group, LLC120,565$3.09M0.03%+32,95813F-HRTimeline
Aspetuck Financial Management LLC119,166$3.05M2.3%013F-HRTimeline
Empower Advisory Group, LLC117,392$3.01M0.01%+60,01013F-HRTimeline
Financial Advocates Investment Manageme…116,592$2.98M0.24%-9,77713F-HRTimeline
Integrated Wealth Concepts LLC116,115$2.97M0.03%-8,47813F-HRTimeline
Auour Investments LLC115,921$2.97M1.02%-22,99413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC115,359$2.95M0.07%+67,47913F-HRTimeline
CGN Advisors LLC113,900$2.92M0.26%+66013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …113,772$2.91M0.39%+4,09313F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC112,736$2.89M0.36%+4,50813F-HRTimeline
CVFG LLC110,667$2.83M2.25%+8,33613F-HRTimeline
WealthTrak Capital Management LLC107,895$2.76M2.31%-4,33713F-HRTimeline