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Disclosery

SPMB SPDR SERIES TRUST

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SHS (fund)

241 managers (243 13F filers) reported a position in SPMB shares at 2026-03-31, 285,811,732 shares in all. 29 filers opened a position and 32 filers sold out during the quarter.

Managers
241
13F filers
243
New
29
Added
105
Reduced
74
Sold out
32
Shares held by filers
285,811,732

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
United Financial Planning Group LLC761$17K0.01%new13F-HRTimeline
Archer Investment Corp759$17K<0.01%new13F-HRTimeline
Register Financial Advisors LLC757$16.9K0.01%013F-HRTimeline
Crews Bank & Trust750$16.8K<0.01%013F-HRTimeline
Crewe Advisors LLC710$15.9K<0.01%-85413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.636$14K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EPG Wealth Management LLC625$14K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC539$12.1K<0.01%+3913F-HRTimelineGroup
Cassaday & Co Wealth Management LLC533$11.9K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.525$11.8K<0.01%-3513F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC508$11.4K0.01%new13F-HRTimeline
Realta Investment Advisors500$11.2K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc479$10.7K<0.01%013F-HRTimeline
CENTRAL TRUST Co461$10.3K<0.01%013F-HRTimeline
MATHER GROUP, LLC.461$10.3K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL383$8.57K<0.01%-10813F-HRTimeline
Capital Investment Advisory Services, L…371$8.31K<0.01%-6113F-HRTimeline
Rossby Financial, LCC328$7.32K<0.01%+9413F-HRTimeline
MJT & Associates Financial Advisory Gro…292$6.54K<0.01%-11213F-HRTimeline
MAI Capital Management235$5.26K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates225$5.04K<0.01%new13F-HRTimeline
Virtus Fixed Income Advisers, LLCin group Virtus Investment Advisers, L…211$4.72K<0.01%013F-HRTimelineGroup
Atomic Invest LLC207$4.62K<0.01%+18213F-HRTimeline
BAYBAN202$4.52K<0.01%013F-HRTimeline
Walsh & Associates, LLC200$4.48K<0.01%new13F-HRTimeline
EASTERN BANK180$4.03K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.164$3.66K<0.01%013F-HRTimeline
AlphaCore Capital LLC150$3.36K<0.01%-1,00013F-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
SIGNATUREFD, LLC40$896<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.34$761<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…24$538<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.15$336<0.01%+113F-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%013F-HRTimelineGroup
Spurstone Advisory Services, LLC8$179<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.4$94<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3$68<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC3$68<0.01%-213F-HRTimeline