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Disclosery

SPAB SPDR SERIES TRUST

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ST STR AGGRE ETF (fund)

543 managers (550 13F filers) reported a position in SPAB shares at 2026-03-31, 280,390,582 shares in all. 56 filers opened a position and 37 filers sold out during the quarter.

Managers
543
13F filers
550
New
56
Added
263
Reduced
163
Sold out
37
Shares held by filers
280,390,582

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC24,716,908$633M0.17%+1,201,53913F-HRTimeline
STATE STREET CORPin group STATE STREET CORP15,769,631$404M0.01%+3,377,94713F-HRTimelineGroup
CWM, LLCin group CWM, LLC14,001,534$359M0.94%-4,192,22413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC12,700,878$325M0.46%+1,021,58213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,092,168$259M+787,515Timeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC9,329,661$239M3.5%-5,881,64713F-HRTimeline
RiverFront Investment Group, LLC7,785,255$199M3.09%+38,83213F-HRTimeline
Horizon Investments, LLC7,169,907$184M2.06%+82,29813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC7,160,221$183M1.41%+78,68013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC5,964,025$152M0.47%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,842,790$150M0.01%+1,112,55213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,348,451$111M0.16%+205,98113F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.4,178,789$107M14.9%+273,80113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC3,699,377$94.8M1.47%-44,39213F-HRTimelineGroup
Baker Avenue Asset Management, LP3,386,410$86.8M1.98%+84,65513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,015,178$77.2M1.5%+217,04313F-HRTimelineGroup
Convergence Financial, LLC2,817,632$72.1M7.65%+1,518,61213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,754,377$70.6M0.02%+98,35213F-HRTimelineGroup
Kingsview Wealth Management, LLC2,695,425$69.1M0.94%+213,31513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,673,437$68.4M0.15%-1,025,49313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,549,293$65.3M<0.01%+104,70413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,460,825$62.9M<0.01%-352,75913F-HR/ATimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp2,415,915$61.9M3.48%-658,69313F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding2,366,500$60.6M+83,199Timeline
Great Lakes Retirement, Inc.2,358,002$60.4M6.25%+75,98013F-HRTimeline
Trilogy Capital Inc.2,229,579$57.1M2.54%+82,13213F-HRTimeline
N.E.W. Advisory Services LLC2,110,566$54.1M4.04%+2,16013F-HRTimeline
MAI Capital Management2,063,241$52.9M0.3%+131,49813F-HRTimeline
Financial Strategies Group, Inc.1,958,484$50.2M8.4%+118,58913F-HRTimeline
GM Advisory Group, LLC1,861,558$47.7M1.84%+77,98813F-HRTimeline
Vestmark Advisory Solutions, Inc.1,860,597$47.7M0.53%+400,05013F-HRTimeline
Apella Capital, LLC1,807,132$46.5M0.69%+470,52813F-HRTimeline
Independent Advisor Alliance1,776,554$45.5M0.49%+1,763,90013F-HRTimeline
AlphaStar Capital Management, LLC1,769,636$45.3M3.34%-510,22413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,722,770$44.4M0.29%-482,56013F-HRTimelineGroup
NewEdge Advisors, LLC1,697,190$43.5M0.16%-182,87113F-HR/ATimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …1,680,916$43.1M6.65%+100,18713F-HRTimeline
Cetera Investment Advisers1,619,045$41.5M0.04%+171,81613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,501,875$38.5M0.7%+88,23813F-HRTimelineGroup
Wealth Management Nebraskain group Wealth Management Nebraska1,420,137$36.4M3.69%+1,13413F-HRTimelineGroup
Sanctuary Advisors, LLC1,406,760$36M0.19%+53,65713F-HRTimeline
CHOREO, LLC1,402,017$35.9M0.44%+911,95413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,392,759$35.7M0.07%+346,59613F-HRTimelineGroup
Stadion Money Management, LLC1,365,116$35M3.52%+9,30013F-HRTimeline
ARRIEN INVESTMENTS, INC.1,362,580$34.9M18.93%+27,43213F-HRTimeline
Trinity Wealth Management, LLC1,356,451$34.8M12.76%+90,97813F-HRTimeline
Arete Wealth Advisors, LLC1,347,198$34.5M2.59%+169,27113F-HR/ATimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,321,303$33.9M3.34%+67,07113F-HRTimeline
Creative Planningin group Creative Planning1,267,419$32.5M0.02%+76,23513F-HRTimelineGroup
RESTON WEALTH MANAGEMENT LLC1,263,512$32.4M9.92%+282,76013F-HRTimeline
TRUEFG, LLC1,241,952$31.8M8.43%+61,65313F-HRTimeline
Virtue Capital Management, LLC1,230,624$31.4M4.78%+1,082,21313F-HRTimeline
SYON CAPITAL LLC1,224,099$31.4M1.58%+15,64713F-HRTimeline
Mariner, LLCin group Mariner, LLC1,205,315$30.9M0.04%+32,68413F-HRTimelineGroup
Waverly Advisors, LLC1,180,666$30.2M0.23%-96,81413F-HRTimeline
Private Advisor Group, LLC1,174,310$30.1M0.14%+146,72913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,158,598$29.7M0.01%+10,10013F-HRTimelineGroup
My Portfolio Guide, LLC1,148,667$29.4M16.28%13F-HRTimeline
RETIREMITTEN FINANCIAL LLC1,141,710$29.3M14.14%13F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC1,118,858$28.7M2.95%+15,54513F-HRTimeline
Gateway Wealth Partners, LLC1,107,920$28.4M1.11%+631,38413F-HRTimeline
Leading Edge Financial Planning LLC1,054,971$27M5.69%+49,75813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,029,855$26.4M0.05%+54,75513F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.1,020,902$26.2M0.21%-99,99413F-HRTimelineGroup
Janney Montgomery Scott LLC1,010,540$25.9M0.06%+41,90213F-HRTimeline
OneDigital Investment Advisors LLC1,001,134$25.6M0.25%-221,51313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP984,232$25M0.01%+100,18913F-HRTimelineGroup
WALLER FINANCIAL PLANNING GROUP, INC965,511$24.7M5.46%+33,88313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.958,023$24.5M2.54%+10,19413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC956,842$24.5M0.58%+169,99713F-HRTimeline
Clear Creek Financial Management, LLC950,229$24.3M1.87%-35,82513F-HRTimeline
WealthPlan Investment Management, LLC948,018$24.3M1.35%+30,02213F-HRTimeline
Cambridge Investment Research Advisors,…941,653$24.1M0.06%+101,67313F-HRTimeline
Advisory Alpha, LLC934,502$23.9M0.65%+3,19713F-HRTimeline
Aspire Private Capital, LLC928,719$23.8M5.37%+159,22313F-HRTimeline
Mueller Wealth, LLC851,393$21.8M17.4%+89,70913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC850,160$21.8M0.16%+24,98213F-HRTimeline
MML INVESTORS SERVICES, LLC782,779$20.1M0.06%+5,35813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP760,696$19.5M1.08%+4,47013F-HRTimeline
IHT Wealth Management, LLC748,829$19.2M0.45%-15,68013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC734,983$18.8M0.01%+149,21313F-HRTimelineGroup
Weitzel Financial Services, Inc.711,263$18.2M6.84%+16,61413F-HRTimeline
UBS Group AGgroup of 2 filers holding700,260$17.9M+311,282Timeline
Kagan Cocozza Asset Management700,150$17.9M12.62%-42,37013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC688,382$17.6M1.28%+671,50513F-HRTimelineGroup
Capital Investment Management, Inc.672,497$17.2M5.92%+70,51113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN653,618$16.7M<0.01%-60,16513F-HR/ATimelineGroup
Tennessee Valley Asset Management Partn…645,763$16.5M2.19%+233,73813F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC632,970$16.2M0.6%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC609,551$15.6M0.12%new13F-HRTimelineGroup
Bensler, LLC598,750$15.3M1.58%-187,50513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP586,765$15M0.02%-152,83413F-HRTimelineGroup
Beacon Pointe Advisors, LLC575,698$14.7M0.08%+5,39413F-HRTimeline
SigFig Wealth Management, LLC570,377$14.6M0.43%+36,56613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP568,097$14.6M0.01%-4,72113F-HRTimelineGroup
Simplicity Wealth,LLC530,938$13.6M0.77%+119,31713F-HRTimeline
Columbia River Financial Group, LLC528,857$13.5M7.87%+25,49713F-HRTimeline
Financial Planning Fort Collins, LLC520,947$13.4M10.45%+68,70413F-HRTimeline
Cyr Financial Inc.510,395$13.1M7.7%+39,16713F-HRTimeline
Advisory Resource Group507,679$13M2.24%+33,37113F-HRTimeline
Rochester Wealth Strategies, LLC506,496$13M7.87%+51,06413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC479,933$12.3M0.02%+332,34813F-HRTimeline
Golden State Wealth Management, LLC461,904$11.8M1.29%-43,08813F-HRTimeline
Cornerstone Wealth Management, LLC453,166$11.6M0.58%+69,68813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC449,945$11.5M0.3%+107,31513F-HRTimelineGroup
Copley Financial Group, Inc.428,720$11M6.63%-36,76113F-HRTimeline
Stewardship Advisors, LLC427,041$10.9M2.51%-11,95113F-HRTimeline
TSFG, LLC419,586$10.8M1.63%+5,77913F-HRTimeline
HighTower Advisors, LLC414,682$10.6M0.01%+55,66213F-HRTimeline
Rockbridge Investment Management, LCC412,555$10.6M0.95%-9,97713F-HRTimeline
Towercrest Capital Management391,329$10M1.56%+10,47313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC387,654$9.93M0.01%+374,65413F-HRTimelineGroup
Private Advisory Group LLC383,954$9.84M0.68%new13F-HRTimeline
Astoria Strategic Wealth, Inc.383,735$9.83M2.5%-20,52313F-HRTimeline
APPLETON PARTNERS INC/MA381,846$9.78M0.68%+44,19913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…362,785$9.29M0.01%-8,93413F-HRTimelineGroup
ERn Financial, LLC358,395$9.18M1.73%+5,79813F-HRTimeline
LANARK FINANCIAL, INC.351,520$9.01M0.68%+48,40913F-HRTimeline
RFG Advisory, LLC350,698$8.98M0.17%-132,55713F-HRTimeline
Alliance Wealth Management Group346,051$8.87M1.94%+11,46013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC342,008$8.76M0.01%new13F-HRTimelineGroup
Balefire, LLC337,451$8.65M1.63%+19,55913F-HRTimeline
Tenzing Financial LLC334,846$8.6M6.45%+5,96613F-HRTimeline
Facet Wealth, Inc.334,601$8.57M0.15%+34,34213F-HRTimeline
Zhang Financial LLC333,168$8.54M0.3%+81,54513F-HRTimeline
Values Added Financial LLC331,546$8.49M3.57%+34,84213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…325,221$8.33M0.17%-1,98813F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…318,292$8.15M0.05%+42,61113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS317,110$8.12M0.01%-32,38913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…314,145$8.05M0.26%-76,52413F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…310,565$7.96M2.12%-16,41813F-HRTimelineGroup
World Investment Advisors308,498$7.9M0.13%+28,84113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …305,416$7.82M0.42%new13F-HRTimelineGroup
Perigon Wealth Management, LLC302,774$7.76M0.14%-6,58813F-HRTimeline
IAG Wealth Partners, LLC301,042$7.71M0.86%+6,96913F-HRTimeline
Pure Financial Advisors, LLC299,293$7.67M0.11%+8,51713F-HRTimeline
Crestwood Advisors Group, LLC298,800$7.66M0.13%-9,85313F-HRTimeline
Jacobi Capital Management LLC293,960$7.53M0.42%+15,65413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC290,695$7.45M0.04%+1,13913F-HRTimelineGroup
Orion Porfolio Solutions, LLC289,623$7.42M0.06%+9,02813F-HRTimeline
VICUS CAPITAL286,653$7.34M0.54%+46,27213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\284,840$7.3M0.01%-28,28313F-HRTimelineGroup
Geneos Wealth Management Inc.283,521$7.26M0.17%+59,65313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding274,273$7.03M+22,896Timeline
Integrated Advisors Network LLC271,425$6.95M0.36%-1,95813F-HRTimeline
PAX Financial Group, LLC269,807$6.91M1.18%+18,22713F-HRTimeline
Destiny Capital Corp/CO267,827$6.86M3.66%-21,56913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…261,360$6.7M0.01%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC260,177$6.67M<0.01%+18,49113F-HR/ATimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…255,915$6.56M0.07%+93,09513F-HRTimelineGroup
KWB Wealth250,734$6.46M0.64%-4,89413F-HRTimeline
Amtrust Financial Services, Inc.250,600$6.42M2.14%013F-HRTimeline
Melone Private Wealth, LLC247,330$6.34M2.59%-3,42713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp241,893$6.2M<0.01%+83,25413F-HRTimelineGroup
Lunt Capital Management, Inc.237,080$6.07M2.33%+16,56413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC236,874$6.07M0.14%+11,14213F-HR/ATimeline
Spectrum Advisors, Inc.231,002$5.92M4.67%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP229,777$5.89M0.01%-2,57713F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.226,728$5.81M1.82%+13,37813F-HRTimeline
Certified Advisory Corp225,255$5.77M0.52%+1,83613F-HRTimeline
HBW ADVISORY SERVICES LLC216,766$5.55M0.59%+2,62513F-HRTimeline
Rinkey Investments213,563$5.47M1.4%+7613F-HRTimeline
AE Wealth Management LLC209,275$5.36M0.03%+18,03113F-HRTimeline
Lifeworks Advisors, LLC204,872$5.25M0.67%-85413F-HRTimeline
Belpointe Asset Management LLC200,087$5.13M0.19%+53,84913F-HRTimeline
Parallel Advisors, LLC197,159$5.05M0.09%-9,70713F-HR/ATimeline
Barden Capital Management, Inc.195,876$5.02M4.29%+8,38513F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.195,750$5.02M1.88%-7,04113F-HRTimeline
Total Clarity Wealth Management, Inc.195,159$5M1.17%-3,31613F-HRTimeline
IFP Advisors, Inc194,844$4.99M0.1%+59,20013F-HRTimeline
Vertex Planning Partners, LLC194,162$4.97M0.97%new13F-HRTimeline
CWC Advisors, LLC.189,057$4.84M2.31%new13F-HRTimeline
Eldridge Investment Advisors, Inc.183,367$4.68M1.03%-75,01913F-HRTimeline
Avior Wealth Management, LLC178,501$4.57M0.13%+8413F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …170,255$4.36M0.49%+21,67413F-HRTimelineGroup
Allworth Financial LP167,675$4.3M0.02%-5,45313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV165,708$4.25M0.26%+3,54313F-HRTimeline
Arkadios Wealth Advisors162,128$4.15M0.07%new13F-HRTimeline
Bull Oak Capital, LLC161,300$4.13M1.59%+21,39813F-HRTimeline
Larson Financial Group LLC160,701$4.12M0.13%-68,13413F-HRTimeline
Auour Investments LLC153,769$3.94M1.24%+3,79413F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV151,566$3.88M2.13%+22,44913F-HRTimeline
CVFG LLC150,275$3.85M0.48%+9,30313F-HRTimeline
McNamara Financial Services, Inc.146,514$3.75M0.71%+9,57913F-HRTimeline
NYL Investors LLC142,979$3.66M1.38%+5,05113F-HRTimeline
RAINIER FAMILY WEALTH INC142,683$3.66M2.45%+29,32913F-HRTimeline
JT Stratford LLC139,045$3.56M0.45%+3,16913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …136,109$3.49M0.2%-60,03813F-HRTimeline
Raleigh Capital Management Inc.135,214$3.46M1.2%+65,29113F-HRTimeline
WealthTrak Capital Management LLC132,178$3.39M2.42%+12,25413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC128,547$3.29M0.36%+5,36513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC126,247$3.23M0.65%+11,17313F-HRTimeline
Sowell Financial Services LLC123,564$3.17M0.12%+16,29513F-HRTimeline
Atria Investments, Inc122,272$3.13M0.04%+29,16213F-HRTimeline
Aspetuck Financial Management LLC118,995$3.05M2.09%013F-HRTimeline
PCB Capital LLC117,806$3.02M4.76%+11,67713F-HRTimeline
CGN Advisors LLC117,685$3.02M0.24%+2,77613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC114,406$2.93M0.43%-10913F-HRTimeline
HighPoint Advisor Group LLC113,962$2.92M0.12%+14,74213F-HRTimeline
Independent Wealth Network Inc.112,929$2.89M0.86%-76,56813F-HRTimeline