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Disclosery

SPMB SPDR SERIES TRUST

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SHS (fund)

248 managers (250 13F filers) reported a position in SPMB shares at 2025-12-31, 277,890,422 shares in all. 28 filers opened a position and 11 filers sold out during the quarter.

Managers
248
13F filers
250
New
28
Added
100
Reduced
77
Sold out
11
Shares held by filers
277,890,422

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
AlphaCore Capital LLC1,150$25.8K<0.01%013F-HRTimeline
REAP Financial Group, LLC1,137$25.5K0.01%+1813F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,085$24.3K0.01%-2113F-HRTimeline
Northwest Capital Management Inc975$21.9K0.09%-20,96613F-HRTimeline
Triumph Capital Management969$21.7K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…867$19.4K<0.01%-3,74313F-HR/ATimelineGroup
Register Financial Advisors LLC757$17K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC754$16.9K<0.01%013F-HRTimelineGroup
Crews Bank & Trust750$16.8K<0.01%-90013F-HRTimeline
EPG Wealth Management LLC625$14K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.560$12.5K<0.01%+6013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC500$11.2K<0.01%013F-HRTimelineGroup
Camelot Portfolios, LLC500$11.2K0.01%new13F-HRTimeline
Realta Investment Advisors500$11.2K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL491$11K<0.01%+10813F-HRTimeline
AdvisorNet Financial, Inc479$10.7K<0.01%013F-HRTimeline
CENTRAL TRUST Co461$10.3K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…432$9.68K<0.01%+213F-HRTimeline
New Millennium Group LLC420$9.41K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…404$9.06K0.01%013F-HR/ATimeline
HIGHLINE WEALTH PARTNERS LLC381$8.54K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…341$7.64K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.258$5.78K<0.01%new13F-HRTimelineGroup
MAI Capital Management235$5.27K<0.01%013F-HRTimeline
Rossby Financial, LCC234$5.25K<0.01%+1613F-HRTimeline
Virtus Fixed Income Advisers, LLCin group Virtus Investment Advisers, L…211$4.73K<0.01%+1413F-HRTimelineGroup
BAYBAN202$4.53K<0.01%13F-HRTimeline
ALBION FINANCIAL GROUP /UT182$4.08K<0.01%new13F-HRTimeline
EASTERN BANK180$4.04K<0.01%-22013F-HRTimeline
WELLINGTON-ALTUS USA INC.164$3.68K<0.01%13F-HRTimeline
Strategic Wealth Partners, Ltd.157$3.52K<0.01%013F-HRTimeline
Parvin Asset Management, LLC115$2.58K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC107$2.4K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…104$2.33K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC84$1.88K<0.01%013F-HRTimeline
Compass Financial Services Inc73$1.65K<0.01%+113F-HRTimeline
Quest 10 Wealth Builders, Inc.34$762<0.01%013F-HRTimeline
Smartleaf Asset Management LLC32$721<0.01%+113F-HRTimeline
Atomic Invest LLC25$560<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…24$538<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.14$314<0.01%-713F-HRTimeline
Hughes Financial Services, LLC10$224<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9$202<0.01%-35413F-HRTimelineGroup
Spurstone Advisory Services, LLC8$179<0.01%013F-HRTimeline
SageView Advisory Group, LLC5$113<0.01%new13F-HRTimeline
BLUELINE ADVISORS LLC5$104<0.01%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3$68<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.2$50<0.01%+113F-HRTimeline