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Disclosery

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
Financial Engines Advisors L.L.C.182,794,417$3.94B8.29%+6,616,80713F-HRTimeline
LPL Financial LLC13,264,447$286M0.12%+1,176,30413F-HRTimeline
TOWNSQUARE CAPITAL LLC5,512,529$119M1.34%+240,11213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,509,095$119M0.12%+2,738,20813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP4,419,735$95.2M<0.01%-633,07513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,367,937$94.1M1.35%+2,286,46513F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC3,926,847$84.6M1.17%+1,154,94913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,426,991$52.3M0.01%+422,11213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,153,655$46.4M<0.01%+47,61713F-HRTimelineGroup
CX Institutional1,966,186$42.4M1.68%+635,83913F-HRTimeline
CWM, LLCin group CWM, LLC1,683,073$36.3M0.15%-68,01213F-HRTimelineGroup
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI1,482,295$31.9M0.26%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,463,280$31.5M<0.01%+20,98413F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,451,756$31.3M0.08%-3,81413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,399,835$30.2M<0.01%+2,91513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,205,841$26M0.01%+1,124,62013F-HRTimelineGroup
Independent Advisor Alliance1,140,442$24.6M0.33%+1,111,40613F-HRTimeline
Sanctuary Advisors, LLC1,053,934$22.9M0.14%-38,84813F-HRTimeline
Leicht Financial Planning & Wealth Mana…747,164$16.1M8.24%+7,70413F-HRTimeline
ALTFEST L J & CO INC746,474$16.1M2.05%+96,79913F-HRTimeline
FINANCIAL LIFE ADVISORS743,157$16M6.02%+19,17913F-HRTimeline
Private Advisor Group, LLC702,190$15.1M0.09%-363,93213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.673,485$14.5M<0.01%-82,19813F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC637,071$13.7M0.62%-9,54313F-HRTimelineGroup
Clearwater Capital Advisors, LLC618,461$13.3M1.3%+5,02513F-HRTimeline
KWB Wealth577,811$13M1.61%-237,71613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.601,668$13M0.03%+70,00913F-HR/ATimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC533,328$11.5M1.47%+13,33513F-HRTimeline
Mariner, LLCin group Mariner, LLC511,205$11M0.02%+93,63713F-HRTimelineGroup
Gibbs Wealth Management486,106$10.5M2.84%+69,13713F-HRTimeline
Cetera Investment Advisers483,410$10.4M0.02%+404,56313F-HRTimeline
Stokes Family Office, LLC465,769$10M1.07%+59,85213F-HRTimeline
Tidemark, LLC455,135$9.81M3.76%+24,45313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.449,630$9.69M0.09%+45,69913F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC383,090$8.26M0.43%-7,01813F-HRTimeline
Leslie Global Wealth, LLC364,639$7.86M3.65%+20,69013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding364,044$7.85M-144,968Timeline
Kingsview Wealth Management, LLC361,459$7.79M0.15%+41313F-HRTimeline
Certified Advisory Corp344,620$7.43M0.81%+12,64313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding344,110$7.42M+24,826Timeline
Collaborative Wealth Managment Inc.325,848$7.02M3.19%+18,79413F-HRTimeline
Checchi Capital Advisers, LLC320,726$6.91M0.52%-25,15013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.309,890$6.68M0.01%+22,10913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC293,762$6.33M<0.01%+54,55513F-HRTimelineGroup
Chesapeake Wealth Management271,439$5.85M2.01%+8,03613F-HRTimeline
Midwest Capital Advisors, LLC269,520$5.81M4.25%13F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.269,314$5.8M0.4%+31,60413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC269,225$5.8M0.01%+151,04313F-HRTimelineGroup
ABOUND FINANCIAL, LLC250,132$5.39M2.73%13F-HRTimeline
MGO ONE SEVEN LLC238,593$5.14M0.2%+7,12713F-HRTimeline
TSFG, LLC235,829$5.08M1.04%+19,18413F-HRTimeline
Mutual Advisors, LLC216,744$4.66M0.13%-39,07313F-HRTimeline
U.S. Capital Wealth Advisors, LLC212,851$4.59M0.14%+7,22113F-HRTimeline
Portside Wealth Group, LLC210,000$4.53M0.75%+12,55313F-HR/ATimeline
Detalus Advisors, LLC209,554$4.52M1.49%+1,11913F-HRTimeline
Sharkey, Howes & Javer185,337$3.99M0.56%+25,16013F-HRTimeline
Fisher Asset Management, LLC172,112$3.71M<0.01%+23,72813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…167,374$3.61M<0.01%+49,55413F-HRTimelineGroup
West Wealth Group, LLC162,659$3.51M1.05%+14,30213F-HRTimeline
Waverly Advisors, LLC144,687$3.12M0.05%+11,83113F-HRTimeline
Seed Wealth Management, Inc.142,720$3.08M2.48%+7,87013F-HRTimeline
Good Life Advisors, LLC142,242$3.07M0.22%+97,82013F-HRTimeline
Vertex Planning Partners, LLC140,335$3.02M0.67%+3,13413F-HRTimeline
EASTERN BANK136,983$2.95M0.05%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC136,510$2.94M<0.01%13F-HR/ATimelineGroup
Keystone Financial Group128,102$2.76M0.27%+10,73113F-HRTimeline
Redwood Financial Network Corp123,612$2.66M1.98%-26,62313F-HRTimeline
Western Wealth Management, LLC121,950$2.63M0.17%+30,25413F-HR/ATimeline
EHRLICH FINANCIAL GROUP120,488$2.6M1.85%new13F-HRTimeline
Visionary Wealth Advisors119,396$2.57M0.15%+92,31613F-HRTimeline
HOWARD BAILEY SECURITIES, LLC118,696$2.56M0.95%+11,51613F-HRTimeline
Integrated Wealth Concepts LLC117,859$2.54M0.03%+2,27613F-HRTimeline
Synergy Investment Management, LLC117,682$2.54M1.09%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…117,467$2.53M0.02%-6,57913F-HRTimelineGroup
Dynamic Advisor Solutions LLC114,275$2.46M0.11%-3,71913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC107,294$2.31M0.01%new13F-HRTimelineGroup
Valmark Advisers, Inc.106,088$2.29M0.04%+57,06313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding102,620$2.18M-6,937Timeline
Boltwood Capital Management98,588$2.12M0.65%-10013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…98,168$2.12M<0.01%+43,71813F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…94,237$2.03M<0.01%new13F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co93,850$2.02M0.06%+2,06513F-HRTimeline
Willow Creek Wealth Management Inc.92,331$1.99M0.2%-32113F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/91,310$1.97M0.11%+15,64513F-HRTimeline
Hobbs Group Advisors, LLC88,877$1.92M0.72%-40,64313F-HRTimeline
Atria Investments, Inc87,905$1.89M0.02%+49,35513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC86,316$1.86M<0.01%+7,44713F-HRTimeline
GPS Wealth Strategies Group, LLC82,483$1.78M0.23%-4,23513F-HRTimeline
Gladstone Institutional Advisory LLC80,485$1.73M0.08%+12,46913F-HRTimeline
Merit Financial Group, LLC76,972$1.66M0.03%-8,36113F-HRTimeline
OmniStar Financial Group, Inc.72,735$1.57M1.26%-1,74713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA71,699$1.54M<0.01%+13,84213F-HRTimelineGroup
Global Retirement Partners, LLC61,056$1.32M0.04%+7,23913F-HRTimeline
GUIDANCE CAPITAL, INC60,724$1.31M0.4%-60,15813F-HRTimeline
Fort Point Capital Partners LLC59,343$1.28M0.14%+20,21913F-HRTimeline
Cambridge Investment Research Advisors,…59,027$1.27M<0.01%-10813F-HRTimeline
Goldstone Financial Group, LLC58,260$1.26M0.2%+25,99613F-HRTimeline
Meridian Wealth Management, LLC57,453$1.24M0.06%-18,19713F-HRTimeline
Strategic Blueprint, LLC55,923$1.21M0.07%+26,45413F-HRTimeline
Capital Investment Counsel, LLC52,273$1.13M0.19%-28,37413F-HRTimeline
Bell Investment Advisors, Inc51,659$1.11M0.21%-94013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp51,316$1.11M<0.01%+19,38813F-HRTimelineGroup
EWA, LLC50,548$1.09M0.41%+2,00113F-HRTimeline
Alliance Wealth Advisors, LLC /UT49,583$1.07M0.28%+3,81113F-HRTimeline
SWMG, LLC49,062$1.06M0.42%-2,11613F-HRTimeline
Prime Capital Investment Advisors, LLC48,352$1.04M0.02%-18,68013F-HRTimeline
Trilogy Capital Inc.45,908$989K0.05%+7813F-HRTimeline
Exchange Capital Management, Inc.45,484$980K0.16%-7,43313F-HRTimeline
Donald L. Hagan, LLC43,245$932K0.48%+72013F-HRTimeline
Financial Advocates Investment Manageme…42,828$923K0.05%+62713F-HRTimeline
Astoria Portfolio Advisors LLC.42,200$897K0.32%new13F-HRTimeline
Columbus Macro, LLC41,072$885K0.12%+40313F-HRTimeline
AE Wealth Management LLC40,569$874K0.01%-115,43813F-HRTimeline
Allworth Financial LP39,501$851K<0.01%+3,55013F-HRTimeline
COMERICA BANK37,080$799K<0.01%+33,04213F-HR/ATimeline
Strategic Investment Advisors / MI37,047$798K0.08%+1,74813F-HRTimeline
Bragg Financial Advisors, Inc32,507$701K0.03%new13F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC31,909$688K0.75%-22,72813F-HRTimeline
NORDEN GROUP LLC30,869$665K0.08%-1,10613F-HRTimeline
IFP Advisors, Inc30,438$656K0.02%+28,98813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management30,033$647K0.01%-3,19713F-HRTimelineGroup
Northwest Capital Management Inc29,159$628K0.27%-1,00613F-HRTimeline
PFG Advisors27,952$602K0.04%+7,18913F-HRTimeline
WBH ADVISORY INC27,120$584K0.05%+713F-HRTimeline
Center For Asset Management LLC26,130$563K0.36%-63113F-HRTimeline
UBS Group AGin group UBS Group AG25,630$552K<0.01%+1,24413F-HRTimelineGroup
Carr Financial Group Corp25,073$540K0.17%-51,55913F-HRTimeline
PRIVATE TRUST CO NA23,684$510K0.05%+1,24413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…23,278$509K<0.01%+1,19513F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC22,899$493K0.19%-2,52813F-HRTimeline
JPL Wealth Management, LLC22,599$487K0.14%13F-HRTimeline
CW Advisors, LLC22,322$481K0.01%+3,69113F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC22,043$475K0.4%+12,81613F-HRTimeline
Atria Wealth Solutions, Inc.21,977$474K0.01%+3,36813F-HRTimeline
Vise Technologies, Inc.21,930$473K0.04%-98913F-HRTimeline
Perennial Investment Advisors, LLC21,714$468K0.06%+5,00013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC21,313$459K0.03%-1,40713F-HRTimelineGroup
Wallace Advisory Group, LLC19,238$433K0.3%-65613F-HRTimeline
Creative Planningin group Creative Planning19,943$430K<0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC18,784$405K0.01%-2,14613F-HRTimelineGroup
GK Wealth Management LLC17,844$385K0.49%13F-HRTimeline
Financial Network Wealth Advisors LLC16,410$354K0.66%-26,39213F-HRTimeline
Golden State Wealth Management, LLC16,186$349K0.05%13F-HRTimeline
&PARTNERS16,231$349K<0.01%new13F-HRTimeline
Modera Wealth Management, LLC14,993$323K<0.01%013F-HRTimeline
FOSTER & MOTLEY INC14,874$321K0.02%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,454$311K0.01%+54513F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners13,786$297K0.05%-8,54613F-HRTimelineGroup
Acropolis Investment Management, LLC13,695$295K0.02%+78013F-HRTimeline
LINCOLN CAPITAL CORP13,115$283K0.12%+2,34913F-HRTimeline
LOWE BROCKENBROUGH & CO INC12,000$259K0.02%013F-HRTimeline
Legacy Advisory Services, LLC11,716$252K0.22%+16113F-HRTimeline
Diversified Enterprises, LLC11,603$250K0.02%+1,26613F-HRTimeline
True North Advisors, LLC11,512$248K0.06%new13F-HRTimeline
Capital Investment Advisors, LLC11,265$243K<0.01%+36413F-HRTimeline
Foundations Investment Advisors, LLC10,804$233K<0.01%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,717$231K0.01%new13F-HR/ATimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC10,467$226K0.11%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,341$223K<0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,128$218K0.01%-2,08213F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES9,966$215K0.08%-55,95613F-HRTimeline
Acorn Wealth Advisors, LLC9,797$211K0.09%013F-HRTimeline
MML INVESTORS SERVICES, LLC9,581$206K<0.01%new13F-HRTimeline
LexAurum Advisors, LLC9,482$204K0.04%new13F-HRTimeline
Heritage Family Offices, LLP9,363$202K0.1%013F-HRTimeline
Fourth Dimension Wealth, LLC8,275$178K0.09%13F-HRTimeline
Qube Research & Technologies Ltd7,238$156K<0.01%new13F-HRTimeline
EP Wealth Advisors, LLC7,005$151K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,633$143K0.01%+4,24013F-HRTimeline
Householder Group Estate & Retirement S…6,327$136K0.1%-32,26113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,080$109K<0.01%-10,21713F-HRTimelineGroup
Hexagon Capital Partners LLC4,955$107K0.02%+18413F-HRTimeline
Crews Bank & Trust4,900$106K0.02%13F-HRTimeline
Transce3nd, LLC4,445$95.8K0.03%13F-HRTimeline
Aptus Capital Advisors, LLC3,619$78K<0.01%+2,06713F-HRTimeline
FMR LLCin group FMR LLC3,380$72.8K<0.01%-4,20413F-HRTimelineGroup
CoreCap Advisors, LLC3,353$72.3K<0.01%+1,98013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,684$57.8K<0.01%+2,04613F-HRTimelineGroup
Farther Finance Advisors, LLC2,444$52.7K<0.01%-12913F-HRTimeline
FAS Wealth Partners, Inc.2,118$45.6K<0.01%+2813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,038$43.9K<0.01%+13913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,900$40.9K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,820$39.2K<0.01%+1,43713F-HRTimeline
Capital Investment Advisory Services, L…1,795$38.7K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,794$38.7K<0.01%new13F-HRTimelineGroup
Sandy Spring Bank1,744$37.6K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,557$33.6K0.02%-12813F-HRTimeline
Talon Private Wealth, LLC1,366$29.4K0.01%013F-HR/ATimeline
Coppell Advisory Solutions LLC1,351$29.1K<0.01%+13213F-HRTimeline
Sachetta, LLC1,344$29K0.01%-3413F-HRTimeline
Global Financial Private Client, LLC1,125$24.2K0.01%013F-HRTimeline
FLP Wealth Management, LLC1,101$23.7K0.06%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB915$19.7K<0.01%+78913F-HRTimeline
HARBOUR INVESTMENTS, INC.712$15.3K<0.01%+113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC641$13.8K<0.01%+813F-HRTimeline
Realta Investment Advisors507$10.9K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC500$10.8K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co461$9.94K<0.01%-2,07513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC356$8.02K<0.01%new13F-HRTimelineGroup
HOWE & RUSLING INC348$7.5K<0.01%new13F-HRTimeline