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Disclosery

SPMB SPDR SERIES TRUST

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SHS (fund)

255 managers (257 13F filers) reported a position in SPMB shares at 2026-06-30, 282,416,526 shares in all. 39 filers opened a position and 23 filers sold out during the quarter.

Managers
255
13F filers
257
New
39
Added
98
Reduced
83
Sold out
23
Shares held by filers
282,416,526

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Financial Engines Advisors L.L.C.196,882,687$4.39B7.8%+8,570,43613F-HRTimeline
LPL Financial LLC22,418,421$500M0.11%-1,007,91613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,892,272$131M0.11%-1,969,43813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,813,580$107M0.98%-1,612,92413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,577,787$79.8M0.02%+100,88513F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC3,370,501$75.2M1.17%-482,99213F-HRTimeline
CX Institutional2,735,565$61M1.76%+62,87413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,245,455$50.1M<0.01%+62,37713F-HRTimelineGroup
Advisory Alpha, LLC2,230,802$49.8M1.22%+63,56013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,962,264$43.8M0.08%+148,90113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,942,502$43.3M<0.01%+1,819,89513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,907,212$42.5M<0.01%+15,22913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,507,711$33.8M<0.01%+159,51713F-HRTimelineGroup
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI1,482,295$33.1M0.23%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,438,482$32.1M0.02%new13F-HRTimelineGroup
Financial Plan, Inc.1,354,741$30.2M2.87%+83,11913F-HRTimeline
FINANCIAL LIFE ADVISORS1,300,999$29M8.25%+259,61913F-HRTimeline
Sanctuary Advisors, LLC1,090,336$24.3M0.11%+88,45713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,078,449$24.1M0.03%+3,27313F-HRTimelineGroup
ALTFEST L J & CO INC885,863$19.8M1.92%+23,26913F-HRTimeline
Gladstone Institutional Advisory LLC885,033$19.7M0.62%+63,00813F-HRTimeline
Compton Financial Group, LLC870,078$19.4M3.74%-891,99213F-HRTimeline
93 Financial Group, LLC801,374$17.9M7.06%+21,70013F-HRTimeline
Cetera Investment Advisers782,706$17.5M0.02%+14,51113F-HRTimeline
Private Advisor Group, LLC713,679$15.9M0.07%+160,54413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC705,795$15.7M0.57%+19,59713F-HRTimelineGroup
Tidemark, LLC703,013$15.7M3.53%+120,94613F-HRTimeline
Summit Financial, LLC695,748$15.5M0.17%+22,86013F-HRTimeline
Private Advisory Group LLC656,299$14.6M0.81%+69,12413F-HRTimeline
Leicht Financial Planning & Wealth Mana…618,696$13.8M5.66%-297,66713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.581,145$13M0.08%+144,59213F-HRTimelineGroup
Collier Financial494,650$11M7.55%-133,70913F-HRTimeline
Stokes Family Office, LLC487,991$10.9M1.27%-114,67413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.470,785$10.5M0.11%+48,21313F-HRTimelineGroup
Vise Technologies, Inc.414,577$9.25M0.1%+281,98213F-HRTimeline
Mariner, LLCin group Mariner, LLC394,180$8.79M0.01%-68,55413F-HRTimelineGroup
Integrated Wealth Concepts LLC381,746$8.52M0.04%+175,63013F-HRTimeline
Detalus Advisors, LLC328,868$7.34M1.43%+49,20913F-HRTimeline
Leslie Global Wealth, LLC326,291$7.28M2.83%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC325,064$7.25M0.28%-65,40113F-HRTimeline
Chesapeake Wealth Management318,400$7.1M1.99%+1,61113F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.305,897$6.82M0.46%+1,41313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC293,896$6.56M<0.01%-11,73213F-HRTimelineGroup
True Blue Financial, LLC289,271$6.45M2.72%+271,46513F-HRTimeline
Waverly Advisors, LLC286,215$6.39M0.04%+75,58313F-HRTimeline
Portside Wealth Group, LLC284,956$6.36M0.74%+17,43313F-HRTimeline
TSFG, LLC271,418$6.05M0.76%+23,88013F-HRTimeline
Midwest Capital Advisors, LLC268,183$5.98M2.43%+57,27413F-HRTimeline
ABOUND FINANCIAL, LLC265,292$5.92M2.36%-1,33613F-HRTimeline
Drucker Wealth 3.0, LLC225,295$5.03M0.79%+20,59413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…224,804$5.02M<0.01%+20,65213F-HRTimelineGroup
Boltwood Capital Management223,723$4.99M1.14%+21,66013F-HRTimeline
Checchi Capital Advisers, LLC222,811$4.97M0.32%-36413F-HRTimeline
Clearwater Capital Advisors, LLC221,864$4.95M0.36%-14,57113F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC210,457$4.7M1.8%+3713F-HRTimeline
Vertex Planning Partners, LLC197,532$4.41M0.65%+58,74613F-HRTimeline
Western Wealth Management, LLC183,412$4.09M0.13%-5,84913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding183,562$4.04M+83,828Timeline
West Wealth Group, LLC175,486$3.92M0.64%+16,76513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.168,817$3.77M<0.01%+31,62113F-HRTimelineGroup
JPL Wealth Management, LLC166,364$3.71M0.74%+109,18313F-HRTimeline
Forefront Wealth Partners, LLC162,919$3.63M1.13%+73,75813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding161,785$3.61M+28,854Timeline
Archer Investment Management, LLC159,834$3.57M1.22%+72,64113F-HRTimeline
Keystone Financial Group144,536$3.22M0.19%-27,17113F-HRTimeline
Spectrum Planning & Advisory Services I…142,862$3.19M1.43%+14,43813F-HRTimeline
EHRLICH FINANCIAL GROUP139,202$3.11M1.6%+7,71213F-HRTimeline
Seed Wealth Management, Inc.138,610$3.09M1.96%+20,05013F-HRTimeline
Valmark Advisers, Inc.132,997$2.97M0.03%-41,26613F-HRTimeline
Farther Finance Advisors, LLC127,145$2.84M0.02%-2,71713F-HRTimeline
Dynamic Advisor Solutions LLC120,865$2.7M0.08%-1,59013F-HRTimeline
Mutual Advisors, LLC119,069$2.66M0.05%-98,19013F-HRTimeline
Kingsview Wealth Management, LLC118,481$2.64M0.03%-54013F-HRTimeline
Visionary Wealth Advisors116,235$2.59M0.1%-47,32513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS110,044$2.46M<0.01%+6,78013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC100,864$2.25M<0.01%+6,30513F-HRTimeline
Simplicity Wealth,LLC100,365$2.24M0.08%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co97,915$2.18M0.05%+1,84513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding97,548$2.18M-27,373Timeline
Fort Point Capital Partners LLC93,143$2.08M0.22%+33,86713F-HRTimeline
EWA, LLC88,003$1.96M0.36%+5,68013F-HRTimeline
CacheTech Inc.87,954$1.96M0.32%-18,54113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN83,439$1.86M<0.01%-2,09613F-HRTimelineGroup
Amundiin group Amundi79,627$1.78M<0.01%+5,57013F-HRTimelineGroup
Integrated Advisors Network LLC78,751$1.76M0.08%+30,82213F-HRTimeline
Adams Wealth Management78,165$1.74M0.33%-17,89613F-HRTimeline
PRIVATE TRUST CO NA75,244$1.68M0.13%-10,24113F-HRTimeline
Marks Group Wealth Management, Inc74,258$1.66M0.14%-2,42913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV65,030$1.45M<0.01%-21,62013F-HR/ATimeline
UPTICK PARTNERS, LLC64,561$1.44M0.22%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.64,421$1.44M0.01%new13F-HRTimeline
Collaborative Wealth Managment Inc.56,640$1.26M0.53%-18,63213F-HRTimeline
RFG Advisory, LLC56,623$1.26M0.02%+4,11113F-HRTimeline
Strategic Blueprint, LLC55,993$1.25M0.06%+60313F-HRTimeline
Independent Advisor Alliance55,587$1.24M0.03%-1,495,86613F-HRTimeline
Center For Asset Management LLC53,668$1.2M0.53%+2,79413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA51,985$1.16M<0.01%-7,75113F-HRTimelineGroup
TMB Capital Partners, LLC51,923$1.16M0.36%+6,98313F-HRTimeline
Advisory Services Network, LLC49,704$1.11M0.01%-413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…48,345$1.07M<0.01%+3,94513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management47,411$1.06M0.01%-95613F-HRTimelineGroup
Trilogy Capital Inc.45,696$1.02M0.04%+5,59513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp45,497$1.02M<0.01%+7,45213F-HRTimelineGroup
Wallace Advisory Group, LLC42,246$943K0.89%+25,53313F-HRTimeline
Idaho Trust Co40,778$909K0.27%-10,28913F-HRTimeline
Bell Investment Advisors, Inc40,035$893K0.13%-28313F-HRTimeline
Strategic Investment Advisors / MI39,487$881K0.05%+1113F-HRTimeline
AE Wealth Management LLC39,465$880K<0.01%+4,32813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…38,445$858K<0.01%-18,80013F-HRTimelineGroup
HighPoint Advisor Group LLC38,249$853K0.03%-1,79613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC36,899$823K<0.01%-87,04913F-HRTimelineGroup
WIREGRASS INVESTMENT MANAGEMENT LLC35,216$786K0.54%-4,69113F-HRTimeline
Atria Investments, Inc35,062$782K0.01%-2,55213F-HRTimeline
Allworth Financial LP34,969$780K<0.01%-67713F-HRTimeline
HRT FINANCIAL LP34,845$777K<0.01%+22,55713F-HRTimeline
MML INVESTORS SERVICES, LLC34,417$768K<0.01%+5,48113F-HRTimeline
NORDEN GROUP LLC33,849$755K0.06%+1,74713F-HRTimeline
Gateway Wealth Partners, LLC33,745$753K0.05%+3,04413F-HRTimeline
Financial Network Wealth Advisors LLC31,893$712K0.72%+5,73013F-HRTimeline
Global Retirement Partners, LLC31,795$709K0.01%13F-HRTimeline
Cambridge Investment Research Advisors,…30,259$675K<0.01%+3,58613F-HR/ATimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd28,969$646K0.01%new13F-HRTimelineGroup
Bragg Financial Advisors, Inc28,804$643K0.02%+5,01013F-HRTimeline
Capital Investment Counsel, LLC28,602$638K0.08%-3,45913F-HRTimeline
&PARTNERS28,575$638K<0.01%-4,58713F-HRTimeline
Alliance Wealth Advisors, LLC /UT27,351$610K0.12%-9,87313F-HRTimeline
Hobbs Group Advisors, LLC27,236$608K0.16%+10013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …27,225$607K0.01%-69513F-HRTimelineGroup
WBH ADVISORY INC26,315$587K0.04%-6513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…25,996$580K<0.01%+1,04813F-HRTimelineGroup
Q3 Asset Management24,564$570K0.1%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…24,986$557K<0.01%-4,94713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC24,618$549K0.01%-26013F-HRTimeline
Confluence Wealth Services, Inc.23,944$534K0.02%new13F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC22,658$506K5.35%-1,85913F-HRTimeline
MGO ONE SEVEN LLC22,441$501K0.01%-84313F-HRTimeline
PFG Advisors21,522$480K0.02%-1,98713F-HRTimeline
Quantinno Capital Management LP21,340$476K<0.01%+41013F-HRTimeline
Sharkey, Howes & Javer21,178$472K0.06%-1,34613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC21,014$469K0.01%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC20,286$453K<0.01%new13F-HRTimeline
Balefire, LLC19,949$445K0.07%-2,37513F-HRTimeline
FMR LLCin group FMR LLC19,803$442K<0.01%+2,12213F-HRTimelineGroup
NORTHBRIDGE FINANCIAL GROUP, LLC19,453$434K0.17%+2,93713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,314$433K<0.01%+3,48213F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC19,288$430K0.12%+9,63113F-HRTimeline
Arax Advisory Partners19,268$430K<0.01%+15,35913F-HRTimeline
Third View Private Wealth, LLC19,265$430K0.05%-1,29313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth17,113$382K<0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC16,677$372K<0.01%-10,48813F-HRTimelineGroup
IFP Advisors, Inc16,182$361K0.01%-66813F-HRTimeline
Ausdal Financial Partners, Inc.15,309$342K0.01%-4,26213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.14,953$334K0.01%-15413F-HRTimeline
HighTower Advisors, LLC14,926$333K<0.01%+2,14113F-HRTimeline
Acropolis Investment Management, LLC14,825$331K0.01%013F-HR/ATimeline
HOWARD BAILEY SECURITIES, LLC14,669$327K0.12%-3,38613F-HRTimeline
GK Wealth Management LLC14,171$316K0.19%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC13,626$304K0.01%-76513F-HRTimelineGroup
Aptus Capital Advisors, LLC13,622$304K<0.01%+10,92813F-HRTimeline
Astoria Portfolio Advisors LLC.13,613$304K0.05%+4,18813F-HRTimeline
Golden State Wealth Management, LLC13,573$303K0.03%-15,97513F-HRTimeline
Ashton Thomas Private Wealth, LLC13,311$297K0.01%-31,34213F-HRTimeline
Modera Wealth Management, LLC13,053$291K<0.01%-2,94113F-HRTimeline
Qube Research & Technologies Ltd12,741$284K<0.01%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC12,713$284K0.06%-49013F-HRTimeline
Perennial Investment Advisors, LLC12,460$278K0.02%+20313F-HRTimeline
XY Planning Network, Inc.12,331$275K0.03%013F-HRTimeline
Columbus Macro, LLC12,087$270K0.03%-56413F-HRTimeline
FOSTER & MOTLEY INC12,036$269K0.01%-1,33813F-HRTimeline
LOWE BROCKENBROUGH & CO INC12,000$268K0.01%013F-HRTimeline
Diversified Enterprises, LLC11,663$260K0.01%-613F-HRTimeline
LexAurum Advisors, LLC11,574$258K0.03%013F-HRTimeline
Savant Capital, LLC10,952$245K<0.01%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC10,705$239K0.02%new13F-HRTimeline
WEDBUSH SECURITIES INC10,683$238K0.01%-2,29613F-HRTimeline
Belpointe Asset Management LLC10,572$236K0.01%-36,00813F-HRTimeline
Foundations Investment Advisors, LLC10,366$231K<0.01%+24913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,341$231K<0.01%013F-HRTimeline
Lifeworks Advisors, LLC10,321$230K0.02%new13F-HRTimeline
Acorn Wealth Advisors, LLC9,863$220K0.05%new13F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…9,626$215K0.17%+48713F-HRTimeline
Centurion Wealth Management LLC9,381$209K0.05%new13F-HRTimeline
Heritage Family Offices, LLP9,363$209K0.08%013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.9,363$209K0.08%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,259$207K0.01%-4513F-HRTimelineGroup
Sachetta, LLC8,766$196K0.1%+12013F-HRTimeline
Measured Wealth Private Client Group, L…5,631$126K0.03%-28213F-HRTimeline
IFG Advisory, LLC4,261$95.1K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,192$93.5K<0.01%+4,18313F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,787$84.5K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,782$84.4K<0.01%+2,23013F-HRTimeline
Pacific Center for Financial Services3,103$69.2K0.02%013F-HRTimeline
NewEdge Advisors, LLC3,010$67.2K<0.01%013F-HRTimeline
CoreCap Advisors, LLC2,969$66.2K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC2,866$63.9K0.02%-7713F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,681$59.8K0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,228$49.7K<0.01%+1,84513F-HRTimeline
Crewe Advisors LLC2,168$48.4K<0.01%+1,45813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,011$44.6K<0.01%new13F-HRTimeline
REAP Financial Group, LLC1,979$44.2K0.01%new13F-HRTimeline