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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
US BANCORP \DE\in group US BANCORP \DE\1,970$44K<0.01%013F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC1,949$43.5K0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,947$43.4K<0.01%+113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,744$38.9K<0.01%013F-HRTimelineGroup
Buck Wealth Strategies, LLC1,730$38.6K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC1,438$32.1K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,428$31.9K<0.01%-1,51613F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC1,348$30.1K0.02%+84013F-HRTimeline
UBS Group AGin group UBS Group AG1,249$27.9K<0.01%-84113F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC1,248$27.9K0.01%new13F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST1,000$22.3K0.01%013F-HRTimeline
Triumph Capital Management984$22K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.930$20.7K0.01%-8613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…869$19.4K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC861$19.2K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.769$17.2K<0.01%+613F-HRTimeline
United Financial Planning Group LLC761$17K0.01%013F-HRTimeline
Register Financial Advisors LLC757$16.9K0.01%013F-HRTimeline
CENTRAL TRUST Co745$16.6K<0.01%+28413F-HRTimeline
Cassaday & Co Wealth Management LLC673$15K<0.01%+14013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.536$12K<0.01%-10013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CITIGROUP INCin group CITIGROUP INC507$11.3K<0.01%-3213F-HRTimelineGroup
Realta Investment Advisors500$11.2K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc479$10.7K<0.01%013F-HRTimeline
MATHER GROUP, LLC.461$10.3K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC372$8.3K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…368$8.21K<0.01%-313F-HRTimeline
Continuum Advisory, LLC345$7.7K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…341$7.61K<0.01%new13F-HRTimeline
Rossby Financial, LCC328$7.32K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…292$6.51K<0.01%013F-HRTimeline
Blue Trust, Inc.275$6.13K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC266$5.93K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.232$5.18K<0.01%new13F-HRTimeline
Virtus Fixed Income Advisers, LLCin group Virtus Investment Advisers, L…211$4.71K<0.01%013F-HRTimelineGroup
BAYBAN202$4.51K<0.01%013F-HRTimeline
Atomic Invest LLC193$4.33K<0.01%-1413F-HRTimeline
EASTERN BANK180$4.02K<0.01%013F-HRTimeline
AlphaCore Capital LLC150$3.35K<0.01%013F-HRTimeline
Davis Capital Management116$2.59K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC107$2.39K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.102$2.27K<0.01%-42313F-HRTimeline
N.E.W. Advisory Services LLC42$937<0.01%new13F-HRTimeline
Planning Strategies Inc.35$781<0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.34$759<0.01%013F-HRTimeline
SYM FINANCIAL Corp32$714<0.01%new13F-HRTimeline
Montgomery Financial Services LLC26$580<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…22$491<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.22$491<0.01%+713F-HRTimeline
Hughes Financial Services, LLC10$223<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC8$177<0.01%013F-HRTimeline
Meramec Financial Planners, LLC8$177<0.01%new13F-HRTimeline
BLUELINE ADVISORS LLC4$79<0.01%+113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3$67<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1$13<0.01%new13F-HRTimeline