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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
LPL Financial LLC23,515,369$606M0.17%+1,545,79713F-HRTimeline
CWM, LLCin group CWM, LLC18,193,758$468M1.27%+1,197,11113F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC15,211,308$392M5.92%+1,045,99113F-HRTimeline
STATE STREET CORPin group STATE STREET CORP12,391,684$319M0.01%+3,353,13013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC11,679,296$301M0.44%+604,37913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding9,304,653$240M-1,152,301Timeline
RiverFront Investment Group, LLC7,746,423$199M3.29%-27,50113F-HRTimeline
Horizon Investments, LLC7,087,609$183M2.31%+107,88613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC7,081,541$182M1.52%+108,03113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,730,238$122M0.01%+4,039,54713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,142,470$107M0.16%+25,91013F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.3,904,988$101M14.21%+212,23713F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC3,743,769$96.4M1.53%-90,80613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,698,930$95.4M0.13%+53,95213F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…3,559,006$91.6M5.8%new13F-HRTimelineGroup
Baker Avenue Asset Management, LP3,301,755$85M1.96%+214,76013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp3,074,608$79.2M4.2%-6,13413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,813,584$72.4M<0.01%+603,39013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,798,135$72.1M1.42%+295,43713F-HRTimelineGroup
RATIONAL ADVISORS, INC.2,786,100$71.7M7.35%-151,20313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,656,025$68.4M0.02%+42,34013F-HRTimelineGroup
Kingsview Wealth Management, LLC2,482,110$63.9M0.92%+169,82813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,444,589$62.9M<0.01%+852,64813F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding2,283,301$58.8M+119,534Timeline
Great Lakes Retirement, Inc.2,282,022$58.8M6.11%+75,27913F-HRTimeline
AlphaStar Capital Management, LLC2,279,860$58.7M4.31%+350,54713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,205,330$56.8M0.39%-58,43013F-HRTimelineGroup
Trilogy Capital Inc.2,147,447$55.3M2.47%+64,26513F-HRTimeline
N.E.W. Advisory Services LLC2,108,406$54.3M4.02%+304,08013F-HRTimeline
MAI Capital Management1,931,743$49.7M0.29%+81,53113F-HRTimeline
NewEdge Advisors, LLC1,880,061$48.4M0.18%+284,29513F-HRTimeline
Financial Strategies Group, Inc.1,839,895$47.5M8.59%+72,00013F-HRTimeline
GM Advisory Group, LLC1,783,570$45.9M1.8%+94,24713F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …1,580,729$40.7M6.61%+23,25113F-HRTimeline
Vestmark Advisory Solutions, Inc.1,460,547$37.6M0.51%+569,98313F-HRTimeline
Cetera Investment Advisers1,447,229$37.3M0.04%+213,44813F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,419,003$36.5M4.18%+57,61213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,413,637$36.4M0.7%-1,149,07913F-HRTimelineGroup
Stadion Money Management, LLC1,355,816$34.9M2.83%+20,90013F-HRTimeline
Sanctuary Advisors, LLC1,353,103$34.8M0.19%+45,34113F-HRTimeline
Apella Capital, LLC1,336,604$34.4M0.68%+263,54613F-HRTimeline
ARRIEN INVESTMENTS, INC.1,335,148$34.4M19.39%+130,59713F-HRTimeline
Convergence Financial, LLC1,299,020$33.4M4.88%+66,45213F-HRTimeline
Waverly Advisors, LLC1,277,480$32.9M0.27%-386,85313F-HRTimeline
Donoghue Forlines LLC1,272,713$32.8M10.13%new13F-HRTimeline
Trinity Wealth Management, LLC1,265,473$32.6M12%+16,40213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,254,232$32.3M3.24%+91,65013F-HRTimeline
OneDigital Investment Advisors LLC1,222,647$31.5M0.31%+296,22113F-HRTimeline
SYON CAPITAL LLC1,208,452$31.1M1.55%+25,42813F-HRTimeline
Creative Planningin group Creative Planning1,191,184$30.7M0.02%+247,13513F-HRTimelineGroup
TRUEFG, LLC1,180,299$30.4M8.16%+40,54813F-HRTimeline
Arete Wealth Advisors, LLC1,177,927$30.3M2.1%+50,66113F-HR/ATimeline
Mariner, LLCin group Mariner, LLC1,172,631$30.2M0.04%+26,71613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,148,498$29.6M0.01%-12,38613F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.1,120,896$28.9M0.22%+3,31113F-HRTimelineGroup
Americana Partners, LLC1,119,972$28.8M0.79%+37,44113F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC1,103,313$28.4M2.96%+37,47813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,046,163$26.9M0.05%+284,70013F-HRTimelineGroup
Private Advisor Group, LLC1,027,581$26.5M0.12%-849,35013F-HRTimeline
Leading Edge Financial Planning LLC1,005,213$25.9M5.9%+94,27613F-HRTimeline
Clear Creek Financial Management, LLC986,054$25.4M2.07%-207,73013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC980,752$25.3M7.73%+28,01613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…975,100$25.1M0.05%+137,61113F-HR/ATimelineGroup
Janney Montgomery Scott LLC968,638$24.9M0.06%+29,97113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.947,829$24.4M2.55%+85,09113F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC931,628$24M5.33%+32,03613F-HRTimeline
Advisory Alpha, LLC931,305$24M0.65%+12,31413F-HRTimeline
WealthPlan Investment Management, LLC917,996$23.6M1.51%+60,15113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP884,043$22.8M0.01%+94,17313F-HRTimelineGroup
Cambridge Investment Research Advisors,…839,980$21.6M0.06%+39,02013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC825,178$21.2M0.16%+3,39013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC786,845$20.3M0.98%+82,60813F-HRTimeline
Bensler, LLC786,255$20.2M2.03%-29,07413F-HRTimeline
MML INVESTORS SERVICES, LLC777,421$20M0.05%-68,13113F-HRTimeline
Aspire Private Capital, LLC769,496$19.8M4.41%+87,34413F-HRTimeline
IHT Wealth Management, LLC764,509$19.7M0.48%-47,65713F-HRTimeline
Mueller Wealth, LLC761,684$19.6M16.23%13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP756,226$19.5M1.09%+42,77713F-HRTimeline
Kagan Cocozza Asset Management742,520$19.1M13.6%+101,90713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP739,599$19M0.03%new13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN713,783$18.4M<0.01%+54,91113F-HRTimelineGroup
Weitzel Financial Services, Inc.694,649$17.9M6.92%+18,93213F-HRTimeline
MIdWestOne Financial Group, Inc.631,343$16.3M1.81%+140,39613F-HRTimeline
Capital Investment Management, Inc.601,986$15.5M5.42%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC585,770$15.1M0.01%-1,62513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP572,818$14.8M0.01%+21,54313F-HRTimelineGroup
Beacon Pointe Advisors, LLC570,304$14.7M0.1%+24,05913F-HRTimeline
SigFig Wealth Management, LLC533,811$13.8M0.41%+25,39113F-HRTimeline
Golden State Wealth Management, LLC504,992$13M1.37%+55613F-HRTimeline
Columbia River Financial Group, LLC503,360$13M7.95%+44,09713F-HRTimeline
CHOREO, LLC490,063$12.7M0.16%-47,08113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC490,966$12.6M0.01%new13F-HRTimelineGroup
RFG Advisory, LLC483,255$12.4M0.23%-87213F-HRTimeline
Gateway Wealth Partners, LLC476,536$12.3M1.37%+89,34713F-HRTimeline
Advisory Resource Group474,308$12.2M2.15%+25,99113F-HRTimeline
Cyr Financial Inc.471,228$12.1M7.57%+89,75513F-HRTimeline
Copley Financial Group, Inc.465,481$12M7.42%-27,27713F-HRTimeline
Rochester Wealth Strategies, LLC455,432$11.7M7.36%+30,55713F-HRTimeline
Financial Planning Fort Collins, LLC452,243$11.6M10.23%13F-HRTimeline
Stewardship Advisors, LLC438,992$11.3M2.61%-161,62513F-HRTimeline
Global Retirement Partners, LLC432,803$11.1M0.2%+28,15213F-HRTimeline
Rockbridge Investment Management, LCC422,532$10.9M1.01%-40513F-HRTimeline
TSFG, LLC413,807$10.7M1.59%-50,58513F-HRTimeline
Tennessee Valley Asset Management Partn…412,025$10.6M1.38%+37,06313F-HRTimeline
Simplicity Wealth,LLC411,621$10.6M0.63%+44,92013F-HRTimeline
Astoria Strategic Wealth, Inc.404,258$10.4M2.62%-12,53113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS391,953$10.1M0.01%+19,69413F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…390,669$10.1M0.35%+3,91513F-HRTimeline
UBS Group AGgroup of 2 filers holding388,978$10M-4,119Timeline
Cornerstone Wealth Management, LLC383,478$9.87M0.51%+54,02113F-HRTimeline
Towercrest Capital Management380,856$9.81M1.55%+10,63313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…371,719$9.57M0.01%+9,34413F-HR/ATimelineGroup
HighTower Advisors, LLC359,020$9.24M0.01%+40,41113F-HRTimeline
ERn Financial, LLC352,597$9.08M1.71%+33,67313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS349,499$9M0.02%-21,54113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC342,630$8.82M0.24%+114,95413F-HR/ATimelineGroup
APPLETON PARTNERS INC/MA337,647$8.69M0.57%+21,62813F-HRTimeline
Wealth Alliance Advisory Group, LLC337,548$8.69M1.49%+27,05913F-HRTimeline
Alliance Wealth Management Group334,591$8.62M1.89%+9,90513F-HRTimeline
ACT Advisors, LLC.330,760$8.52M3.36%+2,71513F-HRTimeline
Tenzing Financial LLC328,880$8.47M6.87%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…327,209$8.43M0.17%-98513F-HRTimelineGroup
Northeast Financial Group, Inc.in group Northeast Financial Group, In…326,983$8.42M2.11%-3,05013F-HRTimelineGroup
Wealth Watch Advisors, INC318,205$8.19M3.04%+32,32513F-HRTimeline
Balefire, LLC317,892$8.19M1.59%+4,60113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\313,123$8.06M0.01%-837,00313F-HRTimelineGroup
Perigon Wealth Management, LLC309,362$7.97M0.14%+26,50213F-HRTimeline
Crestwood Advisors Group, LLC308,653$7.95M0.13%-12,99613F-HRTimeline
LANARK FINANCIAL, INC.303,111$7.81M0.59%+44,83513F-HRTimeline
Facet Wealth, Inc.300,259$7.75M0.14%-63,32213F-HRTimeline
Values Added Financial LLC296,704$7.64M3.23%+23,31413F-HRTimeline
IAG Wealth Partners, LLC294,073$7.57M0.88%+39,10013F-HRTimeline
Pure Financial Advisors, LLC290,776$7.49M0.11%+4,12913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC289,556$7.46M0.04%-19,11613F-HRTimelineGroup
Destiny Capital Corp/CO289,396$7.45M3.83%-7,67713F-HRTimeline
Orion Porfolio Solutions, LLC280,595$7.23M0.05%+6,71913F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding280,181$7.21M+277,114Timeline
World Investment Advisors279,657$7.2M0.12%+55,74613F-HR/ATimeline
Jacobi Capital Management LLC278,306$7.17M0.42%-225,29313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…275,681$7.1M0.04%-51,37313F-HRTimelineGroup
Integrated Advisors Network LLC273,383$7.04M0.31%-21713F-HRTimeline
Eldridge Investment Advisors, Inc.258,386$6.65M1.47%+28,11513F-HRTimeline
KWB Wealth255,628$6.58M0.62%-1,514,73213F-HRTimeline
Zhang Financial LLC251,623$6.48M0.24%-8,04313F-HRTimeline
PAX Financial Group, LLC251,580$6.48M1.12%-46,29013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding251,377$6.47M+8,765Timeline
Melone Private Wealth, LLC250,757$6.46M2.74%+47,57713F-HRTimeline
Amtrust Financial Services, Inc.250,600$6.45M2.04%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC241,686$6.23M<0.01%-41,65113F-HRTimelineGroup
VICUS CAPITAL240,381$6.19M0.46%+107,12513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP232,354$5.98M0.01%-14,15213F-HRTimelineGroup
Larson Financial Group LLC228,835$5.89M0.2%-21,96713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC225,732$5.81M0.13%+85,75813F-HRTimeline
Geneos Wealth Management Inc.223,868$5.76M0.14%+11,18813F-HRTimeline
Certified Advisory Corp223,419$5.75M0.52%+1,42113F-HRTimeline
Lunt Capital Management, Inc.220,516$5.68M2.13%-5,43913F-HRTimeline
HBW ADVISORY SERVICES LLC214,141$5.51M0.6%-6,24813F-HRTimeline
Rinkey Investments213,487$5.5M1.4%-269,13013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.213,350$5.49M1.74%+2,86713F-HRTimeline
Parallel Advisors, LLC206,866$5.33M0.1%+9,79313F-HRTimeline
Lifeworks Advisors, LLC205,726$5.3M0.69%+9413F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.202,791$5.22M1.89%-5,69913F-HRTimeline
Total Clarity Wealth Management, Inc.198,475$5.11M1.24%-70,23513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …196,147$5.05M0.3%+93,21313F-HRTimeline
AE Wealth Management LLC191,244$4.92M0.03%+77213F-HRTimeline
Independent Wealth Network Inc.189,497$4.88M1.49%+16,28113F-HRTimeline
Barden Capital Management, Inc.187,491$4.83M3.96%+20,27413F-HRTimeline
McMill Wealth Management182,702$4.7M1.32%-5,24213F-HRTimeline
Avior Wealth Management, LLC178,417$4.59M0.14%-1,30013F-HRTimeline
TRUE Private Wealth Advisors173,294$4.46M0.45%+25,41913F-HRTimeline
Allworth Financial LP173,128$4.46M0.02%-6,60013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…162,820$4.19M0.05%+154,90013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV162,165$4.18M0.26%+15,10713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp158,639$4.08M<0.01%+59,68913F-HRTimelineGroup
Auour Investments LLC149,975$3.86M1.23%+3,27913F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …148,581$3.83M0.48%+29,13713F-HRTimelineGroup
Virtue Capital Management, LLC148,411$3.82M0.59%+81,07413F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC147,585$3.8M0.01%+70,63113F-HRTimeline
Belpointe Asset Management LLC146,238$3.77M0.14%+129,31913F-HRTimeline
CVFG LLC140,972$3.63M2.49%+10,76013F-HRTimeline
Bull Oak Capital, LLC139,902$3.6M1.47%+84913F-HRTimeline
NYL Investors LLC137,928$3.55M1.21%+3,50913F-HRTimeline
McNamara Financial Services, Inc.136,935$3.53M0.67%-1,273,83613F-HRTimeline
JT Stratford LLC135,876$3.5M0.45%-55,12813F-HRTimeline
IFP Advisors, Inc135,644$3.49M0.08%+4,52513F-HRTimeline
EP Wealth Advisors, LLC135,491$3.49M0.02%13F-HRTimeline
Security Financial Services, INC.133,587$3.44M0.54%-214,98113F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV129,117$3.32M1.85%13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC128,435$3.31M0.7%+31,46313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC123,182$3.17M0.35%+7,00013F-HRTimeline
Destination Wealth Management121,396$3.13M0.08%+13,08713F-HRTimeline
WealthTrak Capital Management LLC119,924$3.09M2.21%+6,90013F-HRTimeline
Aspetuck Financial Management LLC118,995$3.06M2.06%-7013F-HRTimeline
Busey Bank117,257$3.02M0.08%-9,25413F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC115,074$2.96M0.62%+18,17213F-HRTimeline
CGN Advisors LLC114,909$2.96M0.23%+49513F-HRTimeline
SENTINEL PENSION ADVISORS, LLC114,515$2.95M0.45%-5,98613F-HRTimeline
RAINIER FAMILY WEALTH INC113,354$2.92M2.2%+28,04613F-HRTimeline
Aquire Wealth Advisors, LLC108,729$2.8M0.73%-10,76613F-HRTimeline
Sowell Financial Services LLC107,269$2.76M0.1%+9,08613F-HRTimeline