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Disclosery

SPIB SPDR SERIES TRUST

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ST INTER BD ETF (fund)

557 managers (559 13F filers) reported a position in SPIB shares at 2024-12-31, 241,307,671 shares in all. 68 filers opened a position and 41 filers sold out during the quarter.

Managers
557
13F filers
559
New
68
Added
267
Reduced
117
Sold out
41
Shares held by filers
241,307,671

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co43,490,459$1.42B0.26%-1,074,57113F-HRTimelineGroup
LPL Financial LLC38,330,042$1.26B0.51%+3,353,93213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding9,808,084$321M-480,920Timeline
Creative Planningin group Creative Planning6,831,323$224M0.22%-102,92113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,502,796$180M0.01%+616,00013F-HR/ATimelineGroup
D.A. DAVIDSON & CO.5,166,285$169M1.38%+216,82213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.5,130,273$168M1.88%+4,630,27313F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC4,860,348$159M0.43%+1,498,89013F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,228,300$139M0.15%+1,543,50013F-HRTimelineGroup
Wealth Management Nebraskain group Wealth Management Nebraska4,160,759$136M22.2%13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,073,644$133M0.03%-976,62913F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.4,053,000$133M0.36%+100,00013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP3,896,822$128M0.01%+3,425,08213F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC3,857,244$126M2.45%+228,35913F-HRTimeline
CASTLEARK MANAGEMENT LLC3,757,660$123M4.29%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,375,858$111M2.63%+250,65913F-HRTimeline
True Link Financial Advisors, LLC3,203,828$105M8.81%+891,25213F-HRTimeline
Buckingham Capital Management, Inc.3,191,870$105M12%+238,03713F-HRTimeline
HighTower Advisors, LLC2,883,324$94.5M0.13%+177,55413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,777,442$90.9M0.02%+1,722,26613F-HRTimelineGroup
EASTERN BANK1,921,239$62.9M1.17%-85,52913F-HRTimeline
CAPITAL ADVISORS INC/OK1,815,946$59.5M1.19%-102,09413F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…1,655,766$54.2M0.22%-750,00013F-HRTimelineGroup
McMill Wealth Management1,541,549$50.5M20.45%13F-HRTimeline
Private Advisor Group, LLC1,526,989$50M0.28%+58,03613F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding1,471,273$48.2MnewTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,459,223$47.8M0.11%+153,31213F-HR/ATimelineGroup
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI1,402,903$45.9M0.37%013F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…1,393,905$45.7M3.8%+21,23113F-HRTimelineGroup
Dodds Wealth, LLC1,391,238$45.6M14.68%+53,82813F-HRTimeline
Roberts Financial Services LLC1,366,968$44.8M8.45%+36,87313F-HRTimeline
Orange Investment Advisors, Inc.1,234,843$40.5M4.58%+28,77113F-HRTimeline
TCV Trust & Wealth Management, Inc.1,208,213$39.6M3.66%+47,96613F-HRTimeline
CWM, LLCin group CWM, LLC1,199,288$39.3M0.16%+15,87113F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,135,413$37.2M0.01%+38,11413F-HRTimelineGroup
Cetera Investment Advisers1,095,436$35.9M0.08%-58,97913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,068,272$35M<0.01%-427,05113F-HRTimelineGroup
Eagle Ridge Investment Management1,028,245$33.7M2.94%+30,23213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC989,589$32.4M0.01%13F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…892,248$29.2M0.06%+198,56313F-HR/ATimeline
Dynamic Advisor Solutions LLC866,978$28.4M1.23%+65,57713F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …856,543$28.1M0.4%-38,86113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP812,140$26.6M0.04%+495,62413F-HRTimelineGroup
Burt Wealth Advisors808,271$26.5M6.72%+26,38313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC802,385$26.3M0.06%+16,84413F-HRTimelineGroup
Advisors Capital Management, LLC800,042$26.2M0.41%+1,95513F-HRTimeline
Independent Advisor Alliance794,244$26M0.34%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC785,960$25.7M1.17%+65,42813F-HRTimelineGroup
Obsidian Personal Planning Solutions LLC748,091$24.6M11.89%+24,95913F-HRTimeline
NOTTINGHAM ADVISORS, INC.745,696$24.4M3.1%-37,87413F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.725,545$23.8M1.65%+27,58613F-HRTimelineGroup
Occidental Asset Management, LLC705,092$23.1M3.61%+38,29713F-HRTimeline
Cherry Tree Wealth Management, LLC679,885$22.3M5.51%-6,63513F-HRTimeline
Hobbs Group Advisors, LLC673,103$22.1M8.29%+105,07613F-HRTimeline
Rockwood Wealth Management, LLC663,018$21.7M2.35%new13F-HRTimeline
GenTrust, LLC656,583$21.5M0.94%+36,17513F-HRTimeline
Willow Creek Wealth Management Inc.631,336$20.7M2.11%+36,63313F-HRTimeline
Astoria Portfolio Advisors LLC.631,987$20.6M7.33%-20,27313F-HRTimeline
High Probability Advisors, LLC621,877$20.4M3.65%+39,60913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC620,741$20.3M0.03%-376,38813F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.616,823$20.2M2.19%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC590,800$19.4M0.2%-14,02513F-HRTimelineGroup
Clark Capital Management Group, Inc.581,214$19M0.13%-288,32713F-HRTimeline
WRAPMANAGER INC578,200$18.9M4.85%+31,60813F-HRTimeline
CGN Advisors LLC538,169$17.6M1.71%+18,76313F-HRTimeline
Crews Bank & Trust536,786$17.6M2.96%13F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.513,675$16.8M5.45%+56,27513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…482,324$15.8M0.01%+158,04213F-HRTimelineGroup
OLD MISSION CAPITAL LLC461,207$15.1M0.35%-349,00013F-HRTimeline
TRUEFG, LLC460,187$15.1M4.92%+18,66713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA456,044$14.9M<0.01%-135,12113F-HRTimelineGroup
GoalVest Advisory LLC442,404$14.5M3.97%+188,23913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC432,300$14.2M0.02%+15,25913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC431,763$14.1M0.57%+9,16213F-HRTimelineGroup
LEUTHOLD GROUP, LLC429,917$14.1M1.69%+1,60513F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …424,030$13.9M3.17%+11,56013F-HRTimelineGroup
Waverly Advisors, LLC422,393$13.8M0.21%+23,84913F-HRTimeline
Advocacy Wealth Management, LLC412,390$13.5M1.03%new13F-HRTimeline
CABOT WEALTH MANAGEMENT INC398,838$13.1M1.66%+18,29413F-HRTimeline
DUFF & PHELPS INVESTMENT MANAGEMENT CO365,715$12M0.14%+3,70013F-HRTimeline
Union Bancaire Privee, UBP SA363,549$11.9M0.21%13F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.351,833$11.5M0.07%+78,50113F-HRTimeline
Farther Finance Advisors, LLC348,361$11.4M0.41%-112,53013F-HRTimeline
Mariner, LLCin group Mariner, LLC316,400$10.4M0.02%+36,63013F-HRTimelineGroup
Janney Montgomery Scott LLC315,156$10.3M0.03%+18,37613F-HRTimeline
HTLF Bank306,860$10.1M1.14%-8,96413F-HRTimeline
Global Retirement Partners, LLC305,877$10M0.29%+35,95913F-HRTimeline
Orion Porfolio Solutions, LLC304,311$9.97M0.1%+9,85713F-HRTimeline
Orion Portfolio Solutions, LLC304,311$9.97M0.1%+9,85713F-HRTimeline
Fortune 45 LLC304,236$9.97M6.5%-13,93913F-HRTimeline
Wayfinding Financial, LLC295,019$9.66M5.17%-113,22513F-HRTimeline
Leicht Financial Planning & Wealth Mana…293,655$9.62M4.92%+2,55613F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC281,315$9.22M0.06%+91,28013F-HRTimelineGroup
Shilanski & Associates, Inc.271,973$8.91M2.86%+8,84413F-HRTimeline
Amtrust Financial Services, Inc.270,400$8.86M4%013F-HRTimeline
APPLETON PARTNERS INC/MA264,067$8.65M0.64%+18,57013F-HRTimeline
Cornerstone Wealth Management, LLC260,634$8.54M0.58%+47,25013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC257,280$8.43M0.19%-80,59713F-HRTimelineGroup
Gunma Bank,Ltd.250,000$8.19M2.7%+70,00013F-HRTimeline
MAI Capital Management249,042$8.16M0.06%new13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP245,505$8.04M0.01%+61,20113F-HRTimelineGroup
Auour Investments LLC242,609$7.99M2.8%+7,27613F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.241,555$7.91M0.11%+25,54113F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT235,697$7.72M0.07%+12,64013F-HRTimeline
Moment Partners, LLC234,474$7.68M1.46%13F-HRTimeline
Kagan Cocozza Asset Management233,793$7.66M6.36%13F-HRTimeline
TWO SIGMA SECURITIES, LLC231,815$7.59M1.38%+192,49713F-HRTimeline
Empirical Financial Services, LLC d.b.a…228,763$7.49M0.2%+23,27313F-HRTimeline
Roundview Capital LLC226,606$7.42M0.52%+26,28813F-HRTimeline
Forbes Financial Planning, Inc.226,382$7.42M3.59%+24,07913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT224,577$7.36M0.9%-24,50813F-HRTimeline
Ignite Planners, LLC224,314$7.34M1.61%+8,76613F-HRTimeline
HRT FINANCIAL LP223,004$7.3M0.04%+31,30713F-HRTimeline
VISTA INVESTMENT MANAGEMENT222,189$7.28M2.76%+16,85313F-HRTimeline
MML INVESTORS SERVICES, LLC212,135$6.95M0.02%+24,36213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp209,677$6.87M0.02%-48,88213F-HRTimelineGroup
Guardian Asset Advisors, LLC209,146$6.85M4.39%+6,65713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC205,896$6.75M0.35%+2,09713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP203,671$6.67M0.01%+3,41313F-HRTimelineGroup
PROFFITT & GOODSON INC203,467$6.67M1.11%+93113F-HRTimeline
Financial Advocates Investment Manageme…203,046$6.65M0.38%+5,10713F-HRTimeline
Vermillion & White Wealth Management Gr…201,189$6.59M4.86%+7,76613F-HRTimeline
Allworth Financial LP200,551$6.58M0.04%-445,78213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC199,513$6.54M0.01%+10,43513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…199,000$6.53M0.03%+3,00013F-HRTimelineGroup
FDx Advisors, Inc.198,974$6.52M1.91%-6,52913F-HRTimeline
Pinion Investment Advisors, LLC197,904$6.48M2.58%+78,14613F-HRTimeline
Summit Financial, LLC192,684$6.31M0.22%+26,12513F-HRTimeline
Sigma Planning Corp186,464$6.11M0.19%+7,81013F-HRTimeline
Freedom Investment Management, Inc.184,009$6.03M0.5%+5,71713F-HRTimeline
FIDELITY D & D BANCORP INC183,431$6.01M4%+24,93513F-HR/ATimeline
Aquire Wealth Advisors, LLC178,128$5.84M1.81%+9,91713F-HRTimeline
Financial Engines Advisors L.L.C.177,587$5.82M0.01%+4,18113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO177,352$5.81M<0.01%+33,32413F-HRTimelineGroup
WETZEL INVESTMENT ADVISORS, INC.177,272$5.81M2.89%+8,81513F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE174,122$5.7M0.4%-7,50013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC172,720$5.66M0.08%+10,48513F-HRTimeline
Municipal Employees' Retirement System …172,439$5.65M0.08%+13,38013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.169,387$5.55M4.38%-2,60013F-HRTimeline
MANNING & NAPIER ADVISORS LLC165,501$5.42M0.06%-11,42513F-HRTimeline
Towercrest Capital Management161,120$5.28M0.85%+10,43313F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.157,775$5.17M2.71%+2,01913F-HRTimeline
Nilsine Partners, LLC156,380$5.12M0.55%+17,60513F-HRTimeline
Snowden Capital Advisors LLC154,557$5.06M0.16%+7,19913F-HRTimeline
Foster Victor Wealth Advisors, LLC154,334$5.06M0.39%+6,64213F-HRTimeline
Sanctuary Advisors, LLC151,670$5M0.03%+11,28413F-HRTimeline
Columbus Macro, LLC151,605$4.97M0.69%+130,85313F-HRTimeline
Leslie Global Wealth, LLC149,640$4.9M2.28%+44,64013F-HRTimeline
STRATEGIC PLANNING GROUP, LLC149,370$4.89M0.9%+6,61113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.148,344$4.86M0.07%+15,00713F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth147,826$4.84M0.08%+28,67013F-HRTimelineGroup
Atria Wealth Solutions, Inc.144,717$4.74M0.05%+50,34013F-HRTimeline
Legacy CG, LLC142,829$4.68M1.43%+30,51013F-HRTimeline
IFG Advisory, LLC136,809$4.48M0.25%+47,97113F-HRTimeline
Walker Financial Services, Inc.135,012$4.42M2.57%+9,29513F-HRTimeline
Perigon Wealth Management, LLC129,658$4.25M0.1%+2,86913F-HRTimeline
Forum Private Client Group LLC124,309$4.07M1.81%+5,21013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.123,242$4.04M3.06%-3,15313F-HRTimeline
Treynor Bancshares, Inc.122,372$4.01M4.23%+26,98213F-HRTimeline
Wealth Advisory Solutions, LLC121,629$3.98M1.12%+7,76713F-HRTimeline
Integrated Wealth Concepts LLC121,004$3.96M0.05%+5,70113F-HRTimeline
Western Wealth Management, LLC118,585$3.88M0.25%+19,53813F-HR/ATimeline
Impact Partnership Wealth, LLC117,318$3.84M0.78%+9,89913F-HRTimeline
Steward Partners Investment Advisory, L…115,829$3.79M0.03%+1,66513F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC113,756$3.73M1.42%+18513F-HR/ATimeline
Alliance Wealth Management Group111,815$3.66M0.98%+7,43513F-HRTimeline
Adams Wealth Management111,115$3.64M0.7%+2,26913F-HRTimeline
CacheTech Inc.111,115$3.64M0.68%+2,26913F-HRTimeline
EP Wealth Advisors, LLC110,887$3.63M0.03%+2,08813F-HRTimeline
HM PAYSON & CO110,579$3.62M0.06%013F-HRTimeline
NorthCrest Asset Manangement, LLC110,077$3.61M0.11%+1,03613F-HR/ATimeline
Koshinski Asset Management, Inc.110,010$3.6M0.32%-87813F-HRTimeline
BLAIR WILLIAM & CO/IL109,601$3.59M0.01%+5,48713F-HRTimeline
FOSTER & MOTLEY INC109,347$3.58M0.23%-5,63713F-HRTimeline
ABOUND FINANCIAL, LLC108,724$3.56M1.8%13F-HRTimeline
Aspire Private Capital, LLC107,310$3.52M0.87%new13F-HRTimeline
NewEdge Advisors, LLC105,282$3.45M0.02%+55,04013F-HRTimeline
Hofer & Associates. Inc103,481$3.39M2.28%+48813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC102,144$3.35M0.02%-9,43013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.98,875$3.24M0.03%+9,57313F-HRTimelineGroup
Good Life Advisors, LLC98,796$3.24M0.24%+30,06313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC97,608$3.2M<0.01%-108,54313F-HRTimelineGroup
Cornerstone Financial Group, LLC /NE/96,770$3.17M3.12%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC92,267$3.02M0.07%+32,13113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …89,964$2.93M0.16%+2,00013F-HRTimelineGroup
Merit Financial Group, LLC87,892$2.88M0.05%-18,43413F-HRTimeline
Strategic Investment Advisors / MI87,327$2.86M0.3%+29,66413F-HRTimeline
Advisory Services Network, LLC86,110$2.82M0.05%+3,22313F-HRTimeline
Dynamic Wealth Strategies, LLC84,161$2.76M2.45%+3,06313F-HRTimeline
GeoWealth Management, LLC84,088$2.75M0.09%+80,65213F-HRTimeline
Geneos Wealth Management Inc.83,826$2.75M0.1%-20213F-HRTimeline
Gateway Wealth Partners, LLC82,384$2.7M0.7%+12,18313F-HRTimeline
PFG Advisors78,932$2.59M0.16%+2,17013F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC77,786$2.55M4.44%13F-HRTimeline
Consolidated Portfolio Review Corp77,373$2.53M0.4%+21513F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.77,220$2.53M1.23%new13F-HRTimeline
TrueWealth Advisors, LLC75,478$2.47M0.83%-3,39913F-HRTimeline
PACIFIC FINANCIAL GROUP INC74,787$2.45M1.82%+44413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp74,001$2.42M<0.01%+5,28313F-HRTimelineGroup
Accurate Wealth Management, LLC74,280$2.42M0.46%+14,59013F-HRTimeline