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SPMB SPDR SERIES TRUST

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SHS (fund)

224 managers (227 13F filers) reported a position in SPMB shares at 2024-12-31, 259,168,143 shares in all. 23 filers opened a position and 16 filers sold out during the quarter.

Managers
224
13F filers
227
New
23
Added
105
Reduced
57
Sold out
16
Shares held by filers
259,168,143

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
Comprehensive Financial Planning, Inc./…341$7.35K0.01%13F-HRTimeline
Van Hulzen Asset Management, LLC297$6.4K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…239$5.15K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…139$3K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC107$2.31K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…104$2.24K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC84$1.81K<0.01%013F-HRTimeline
Continuum Advisory, LLC64$1.38K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.60$1.29K<0.01%13F-HRTimeline
Avior Wealth Management, LLC55$1.19K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC54$1.16K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.44$948<0.01%new13F-HRTimeline
GoalVest Advisory LLC35$754<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC24$521<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…24$521<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors21$453<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20$431<0.01%-4,32313F-HRTimelineGroup
Values First Advisors, Inc.13$281<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC5$103<0.01%new13F-HR/ATimeline
SBI Securities Co., Ltd.2$43<0.01%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$22<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.0$9<0.01%-3,03313F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
TD Capital Management LLC0$00%-54513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.