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SPMB SPDR SERIES TRUST

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SHS (fund)

225 managers (227 13F filers) reported a position in SPMB shares at 2025-06-30, 269,482,028 shares in all. 19 filers opened a position and 20 filers sold out during the quarter.

Managers
225
13F filers
227
New
19
Added
97
Reduced
79
Sold out
20
Shares held by filers
269,482,028

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Realta Investment Advisors500$11.1K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…484$10.7K<0.01%-1,66413F-HRTimeline
CENTRAL TRUST Co461$10.2K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL383$8.46K<0.01%-45513F-HRTimeline
Sound Income Strategies, LLC371$8.2K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC354$7.82K<0.01%+33413F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…341$7.54K0.01%013F-HRTimeline
Quaker Wealth Management, LLC243$5.37K<0.01%new13F-HRTimeline
Rossby Financial, LCC218$4.82K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.157$3.47K<0.01%13F-HRTimeline
Virtus Fixed Income Advisers, LLCin group Virtus Investment Advisers, L…133$2.94K<0.01%13F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC107$2.37K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…104$2.3K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC84$1.86K<0.01%013F-HRTimeline
Compass Financial Services Inc72$1.58K<0.01%+113F-HRTimeline
Geneos Wealth Management Inc.70$1.55K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.34$751<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC24$531<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…24$531<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.13$287<0.01%+1013F-HRTimeline
Hughes Financial Services, LLC10$221<0.01%-78213F-HRTimeline
Spurstone Advisory Services, LLC8$176<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC5$106<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.0$10<0.01%-1,24313F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.