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Disclosery

SPAB SPDR SERIES TRUST

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ST STR AGGRE ETF (fund)

483 managers (490 13F filers) reported a position in SPAB shares at 2025-09-30, 259,251,368 shares in all. 31 filers opened a position and 41 filers sold out during the quarter.

Managers
483
13F filers
490
New
31
Added
216
Reduced
186
Sold out
41
Shares held by filers
259,251,368

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
LPL Financial LLC21,969,572$568M0.17%-194,90613F-HRTimeline
CWM, LLCin group CWM, LLC16,996,647$439M1.32%-91,06213F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC14,165,317$366M5.78%+1,530,40313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,074,917$286M0.46%+541,68613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,456,954$270M-2,079,973Timeline
STATE STREET CORPin group STATE STREET CORP9,038,554$234M0.01%-14,595,18213F-HRTimelineGroup
RiverFront Investment Group, LLC7,773,924$201M3.53%+57,26313F-HRTimeline
Horizon Investments, LLC6,979,723$180M2.37%+6,972,81713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC6,973,510$180M1.72%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,116,560$106M0.15%-169,40713F-HRTimelineGroup
Willow Creek Wealth Management Inc.3,934,831$102M8.38%+239,81013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC3,834,575$99.1M1.65%-63,01213F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.3,692,751$95.5M14.5%+212,95813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,644,978$94.1M0.14%+15,44713F-HRTimeline
Baker Avenue Asset Management, LP3,086,995$79.8M1.91%+87,43013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp3,080,742$79.6M4.46%+116,97713F-HRTimelineGroup
RATIONAL ADVISORS, INC.2,937,303$75.9M7.55%-31,33313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,613,685$67.6M0.02%-254,12313F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,562,716$66.2M1.33%+245,76813F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,502,698$64.7M1.35%+117,21313F-HRTimelineGroup
Kingsview Wealth Management, LLC2,312,282$59.8M0.91%+229,94913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,263,760$58.5M0.43%-43,55013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,210,194$57.1M<0.01%-289,52413F-HR/ATimelineGroup
Great Lakes Retirement, Inc.2,206,743$57M6.23%+62,67213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding2,163,767$55.9M+89,942Timeline
Trilogy Capital Inc.2,083,182$53.9M2.49%+30,95313F-HRTimeline
AlphaStar Capital Management, LLC1,929,313$49.9M4.3%+19,30713F-HRTimeline
Private Advisor Group, LLC1,876,931$48.5M0.24%-2,551,69713F-HRTimeline
MAI Capital Management1,850,212$47.8M0.3%+134,89413F-HRTimeline
N.E.W. Advisory Services LLC1,804,326$46.6M4.17%+68,34613F-HRTimeline
Financial Strategies Group, Inc.1,767,895$45.6M8.7%+75,10913F-HRTimeline
KWB Wealth1,770,360$45.3M5.01%-203,52913F-HRTimeline
GM Advisory Group, LLC1,689,323$43.7M1.86%+39,76313F-HRTimeline
Waverly Advisors, LLC1,664,333$43M0.43%+48,20113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,616,234$41.8M0.33%-125,26513F-HRTimelineGroup
NewEdge Advisors, LLC1,595,766$41.3M0.19%-310,71313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,591,941$41.2M<0.01%-41,88113F-HR/ATimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …1,557,478$40.3M7.04%+87,91813F-HRTimeline
McNamara Financial Services, Inc.1,410,771$36.5M6.78%+24,24113F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,361,391$35.2M4.19%+98,11913F-HRTimelineGroup
Stadion Money Management, LLC1,334,916$34.4M2.75%-46,74413F-HRTimeline
Sanctuary Advisors, LLC1,307,762$33.8M0.19%-197,70313F-HR/ATimeline
Trinity Wealth Management, LLC1,249,071$32.3M12.11%+25,72713F-HRTimeline
Cetera Investment Advisers1,233,781$31.9M0.04%+523,00213F-HRTimeline
Convergence Financial, LLC1,232,568$31.9M4.78%+108,16413F-HRTimeline
ARRIEN INVESTMENTS, INC.1,204,551$31.1M18.21%+67,18113F-HRTimeline
Clear Creek Financial Management, LLC1,193,784$30.9M2.67%+96,26713F-HRTimeline
SYON CAPITAL LLC1,183,024$30.6M1.64%-131,83813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,162,582$30.1M3.14%+105,33913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,160,884$30M0.01%-64,53613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,150,126$29.7M0.04%-28,90313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,145,915$29.6M0.04%+62,53013F-HRTimelineGroup
TRUEFG, LLC1,139,751$29.5M8.14%+69,22013F-HRTimeline
Arete Wealth Advisors, LLC1,127,266$29.1M1.83%+41,71313F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.1,117,585$28.9M0.26%-7,00013F-HRTimelineGroup
Americana Partners, LLC1,082,531$28M0.84%+120,97013F-HRTimeline
Apella Capital, LLC1,073,058$28M0.62%+235,24213F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC1,065,835$27.6M2.89%+44,30713F-HRTimeline
RESTON WEALTH MANAGEMENT LLC952,736$24.6M7.95%+22,15413F-HRTimeline
Creative Planningin group Creative Planning944,049$24.4M0.02%+202,42213F-HRTimelineGroup
Janney Montgomery Scott LLC938,667$24.3M0.06%+203,25513F-HRTimeline
OneDigital Investment Advisors LLC926,426$23.9M0.25%-304,11113F-HRTimeline
Advisory Alpha, LLC918,991$23.8M0.66%+8,09413F-HRTimeline
Leading Edge Financial Planning LLC910,937$23.5M5.91%+68,06313F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC899,592$23.3M5.34%+22,73313F-HRTimeline
Vestmark Advisory Solutions, Inc.890,564$23M0.44%+800,62113F-HRTimeline
Bristlecone Advisors, LLC877,707$22.7M1.9%-27,24013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.862,738$22.3M2.61%+70,75513F-HRTimeline
WealthPlan Investment Management, LLC857,845$22.2M1.47%+44,94013F-HRTimeline
MML INVESTORS SERVICES, LLC845,552$21.9M0.06%+30,72013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…837,489$21.6M0.04%+45,77613F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC821,788$21.2M0.17%+401,31013F-HRTimeline
Bensler, LLC815,329$21.1M2.19%-57,73813F-HRTimeline
IHT Wealth Management, LLC812,166$21M0.53%-223,74013F-HRTimeline
Cambridge Investment Research Advisors,…800,960$20.7M0.06%-189,54613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP789,870$20.4M0.01%+12,01313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC761,463$19.7M0.04%-1,623,70813F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP713,449$18.4M1.14%+42,67413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC704,237$18.2M1.27%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/690,691$17.9M<0.01%+10,01513F-HR/ATimelineGroup
Aspire Private Capital, LLC682,152$17.6M3.88%-432,15113F-HR/ATimeline
Weitzel Financial Services, Inc.675,717$17.5M7.12%+13,80013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN658,872$17M<0.01%-33,93413F-HRTimelineGroup
Kagan Cocozza Asset Management640,613$16.6M12.54%+25,49413F-HRTimeline
Algorithmic Investment Models, LLC608,102$15.7M10.44%+30,22113F-HRTimeline
Stewardship Advisors, LLC600,617$15.5M3.67%+27,01513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC587,395$15.2M0.01%+422,95613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP551,275$14.3M0.01%+26,78113F-HRTimelineGroup
Beacon Pointe Advisors, LLC546,245$14.1M0.12%new13F-HRTimeline
CHOREO, LLC537,144$13.9M0.18%-37,02013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC534,418$13.8M0.6%+446,41513F-HRTimeline
SigFig Wealth Management, LLC508,420$13.1M0.41%+23,87713F-HRTimeline
Golden State Wealth Management, LLC504,436$13M1.44%+64113F-HRTimeline
Jacobi Capital Management LLC503,599$13M0.79%+275,59713F-HRTimeline
Copley Financial Group, Inc.492,758$12.7M8.71%-12,81413F-HRTimeline
MIdWestOne Financial Group, Inc.490,947$12.7M1.54%+54,45413F-HRTimeline
RFG Advisory, LLC484,127$12.5M0.26%-1,04413F-HRTimeline
Rinkey Investments482,617$12.5M3.31%-29,36613F-HRTimeline
TSFG, LLC464,392$12M1.91%+16,46513F-HRTimeline
Columbia River Financial Group, LLC459,263$11.9M7.32%+12,05213F-HRTimeline
Advisory Resource Group448,317$11.6M2.08%-51,80513F-HRTimeline
Rochester Wealth Strategies, LLC424,875$11M7.19%+73,96013F-HRTimeline
Rockbridge Investment Management, LCC422,937$10.9M1.08%-11,33113F-HRTimeline
Astoria Strategic Wealth, Inc.416,789$10.8M2.72%+5,14413F-HRTimeline
Global Retirement Partners, LLC404,651$10.5M0.23%+19,19713F-HRTimeline
UBS Group AGin group UBS Group AG393,097$10.2M<0.01%-657,19913F-HRTimelineGroup
Gateway Wealth Partners, LLC387,189$10M1.35%+77,92013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…386,754$10M0.34%+1,41013F-HRTimeline
Cyr Financial Inc.381,473$9.86M6.74%+33,32313F-HRTimeline
Tennessee Valley Asset Management Partn…374,962$9.69M1.32%+33,33413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS372,259$9.62M0.01%+235,26813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS371,040$9.59M0.02%+61,54113F-HRTimeline
Towercrest Capital Management370,223$9.57M1.54%+21,58413F-HRTimeline
Simplicity Wealth,LLC366,701$9.48M0.55%-260,08713F-HRTimeline
Facet Wealth, Inc.363,581$9.4M0.19%-12,32613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…362,375$9.37M0.01%+290,37213F-HRTimelineGroup
Security Financial Services, INC.348,568$9.01M1.46%+5,92413F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…330,033$8.53M2.12%+4,24713F-HRTimelineGroup
Cornerstone Wealth Management, LLC329,457$8.52M0.47%+26,73313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…328,194$8.48M0.18%+3,12513F-HRTimelineGroup
ACT Advisors, LLC.328,045$8.48M3.42%+29,20213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…327,054$8.45M0.06%-1,45613F-HRTimelineGroup
Alliance Wealth Management Group324,686$8.39M1.87%+18,49213F-HRTimeline
Crestwood Advisors Group, LLC321,649$8.31M0.14%-15,76813F-HRTimeline
ERn Financial, LLC318,924$8.24M1.63%+74,82513F-HRTimeline
HighTower Advisors, LLC318,609$8.24M0.01%-155,36813F-HRTimeline
APPLETON PARTNERS INC/MA316,019$8.17M0.55%+11,68313F-HRTimeline
Balefire, LLC313,291$8.1M1.62%-31,85313F-HRTimeline
Wealth Alliance Advisory Group, LLC310,489$8.03M1.45%+4,52113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC308,672$7.98M0.05%-15,55513F-HR/ATimelineGroup
PAX Financial Group, LLC297,870$7.7M1.39%-75813F-HRTimeline
Destiny Capital Corp/CO297,073$7.68M4.19%-16,07913F-HRTimeline
Pure Financial Advisors, LLC286,647$7.41M0.12%+1,43013F-HRTimeline
Wealth Watch Advisors, INC285,880$7.39M3.04%+48,32513F-HRTimeline
Burt Wealth Advisors285,082$7.37M1.81%-4,09213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC283,337$7.31M<0.01%+22,16213F-HRTimelineGroup
Perigon Wealth Management, LLC282,860$7.31M0.15%-89413F-HRTimeline
Orion Porfolio Solutions, LLC273,876$7.08M0.05%-1,71513F-HRTimeline
Integrated Advisors Network LLC273,600$7.07M0.3%+66413F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding273,441$7.07M+270,374Timeline
Values Added Financial LLC273,390$7.07M3.14%+8,76913F-HRTimeline
Total Clarity Wealth Management, Inc.268,710$6.95M1.85%+18,97813F-HRTimeline
Zhang Financial LLC259,666$6.71M0.27%+21,69013F-HRTimeline
LANARK FINANCIAL, INC.258,276$6.68M0.51%+20,93213F-HRTimeline
IAG Wealth Partners, LLC254,973$6.59M0.79%+26,85313F-HRTimeline
Larson Financial Group LLC250,802$6.48M0.23%-126,99113F-HRTimeline
Amtrust Financial Services, Inc.250,600$6.48M2.15%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP246,506$6.37M0.01%-89,91113F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.246,189$6.36M4.44%+24,68413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding242,612$6.27M+113,002Timeline
Eldridge Investment Advisors, Inc.230,271$5.95M1.36%-59,67513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC227,676$5.89M0.17%+138,63213F-HRTimelineGroup
Lunt Capital Management, Inc.225,955$5.84M2.23%-7,05713F-HRTimeline
World Investment Advisors223,911$5.79M0.12%+94,75913F-HRTimeline
Certified Advisory Corp221,998$5.74M0.54%-40,41513F-HRTimeline
HBW ADVISORY SERVICES LLC220,389$5.7M0.64%+18,74913F-HRTimeline
Geneos Wealth Management Inc.212,680$5.5M0.14%+4,94913F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.210,483$5.44M1.79%-84913F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.208,490$5.39M1.99%-78113F-HRTimeline
Lifeworks Advisors, LLC205,632$5.32M0.71%-94613F-HRTimeline
Melone Private Wealth, LLC203,180$5.25M2.38%-8,10613F-HRTimeline
Parallel Advisors, LLC197,073$5.09M0.09%-8,25013F-HRTimeline
JT Stratford LLC191,004$4.94M0.66%+35113F-HRTimeline
AE Wealth Management LLC190,472$4.92M0.03%-15,36113F-HRTimeline
McMill Wealth Management187,944$4.86M1.38%-19113F-HRTimeline
Allworth Financial LP179,728$4.65M0.02%-9,25713F-HRTimeline
Avior Wealth Management, LLC179,717$4.65M0.15%+1,29313F-HRTimeline
Independent Wealth Network Inc.173,216$4.48M1.44%+17,32913F-HRTimeline
Barden Capital Management, Inc.167,217$4.32M3.59%-1,23213F-HRTimeline
TRUE Private Wealth Advisors147,875$3.82M0.39%+4,57813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV147,058$3.8M0.26%+43,84113F-HRTimeline
Auour Investments LLC146,696$3.79M1.23%+30,77513F-HRTimeline
OLD MISSION CAPITAL LLC143,304$3.7M0.13%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC139,974$3.62M0.09%+34,57813F-HRTimeline
Bull Oak Capital, LLC139,053$3.59M1.53%+2,69013F-HRTimeline
NYL Investors LLC134,419$3.47M1.14%-66913F-HRTimeline
VICUS CAPITAL133,256$3.44M0.26%+114,87513F-HRTimeline
TOWNSQUARE CAPITAL LLC133,035$3.44M0.52%-3,90913F-HRTimeline
IFP Advisors, Inc131,119$3.39M0.09%+4,52613F-HR/ATimeline
CVFG LLC130,212$3.37M2.43%+19,54513F-HRTimeline
Busey Bank126,511$3.27M0.09%-3,19713F-HRTimeline
SENTINEL PENSION ADVISORS, LLC120,501$3.11M0.5%-28,22713F-HRTimeline
Aquire Wealth Advisors, LLC119,495$3.09M0.76%-6,19113F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …119,444$3.09M0.39%+5,67213F-HRTimelineGroup
Aspetuck Financial Management LLC119,065$3.08M2.11%-10113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC116,182$3M0.34%+3,44613F-HRTimeline
CGN Advisors LLC114,414$2.96M0.24%+51413F-HRTimeline
WealthTrak Capital Management LLC113,024$2.92M2.4%+5,12913F-HRTimeline
Virtue Capital Management, LLC67,337$2.88M0.46%+54,79913F-HR/ATimeline
Destination Wealth Management108,309$2.8M0.08%-12,98213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …102,934$2.66M0.15%-124,84213F-HRTimeline
Partners in Financial Planning101,619$2.63M0.45%+1,63413F-HRTimeline
Merit Financial Group, LLC100,918$2.61M0.02%-19,64713F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp98,950$2.56M<0.01%+40,78013F-HRTimelineGroup
Sowell Financial Services LLC98,183$2.54M0.1%+4,82713F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC96,972$2.51M0.65%+14,31413F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC96,902$2.5M0.55%+12,63313F-HRTimeline
Orin Green Financial, LLC96,606$2.5M1%-10,23713F-HRTimeline
Tempus Wealth Planning, LLC93,693$2.42M0.56%+2,43613F-HRTimeline
TrueWealth Advisors, LLC93,525$2.42M0.65%-14,18513F-HRTimeline