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Disclosery

SPMB SPDR SERIES TRUST

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SHS (fund)

221 managers (224 13F filers) reported a position in SPMB shares at 2025-03-31, 266,523,411 shares in all. 27 filers opened a position and 27 filers sold out during the quarter.

Managers
221
13F filers
224
New
27
Added
85
Reduced
85
Sold out
27
Shares held by filers
266,523,411

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Financial Engines Advisors L.L.C.183,658,709$4.05B8.69%+864,29213F-HRTimeline
LPL Financial LLC15,416,905$340M0.13%+2,152,45813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,160,763$136M0.14%+651,66813F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC5,641,415$124M1.32%+128,88613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,997,010$110M1.54%+629,07313F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC4,161,523$91.8M1.32%+234,67613F-HRTimeline
STATE STREET CORPin group STATE STREET CORP4,014,155$88.5M<0.01%-405,58013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,654,235$58.5M0.02%+227,24413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,171,530$47.9M<0.01%+17,87513F-HRTimelineGroup
Advisory Alpha, LLC1,978,820$43.6M1.48%new13F-HR/ATimeline
CX Institutional1,822,471$40.2M1.52%-143,71513F-HRTimeline
CWM, LLCin group CWM, LLC1,710,232$37.7M0.15%+27,15913F-HRTimelineGroup
Compton Financial Group, LLC1,621,007$35.7M10.29%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,516,233$33.4M0.09%+64,47713F-HRTimelineGroup
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI1,482,295$32.7M0.26%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,432,972$31.6M<0.01%-30,30813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,247,856$27.5M<0.01%-151,97913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,196,415$26.4M0.01%-9,42613F-HRTimelineGroup
Sanctuary Advisors, LLC911,249$20.1M0.14%-142,68513F-HRTimeline
Leicht Financial Planning & Wealth Mana…787,344$17.4M9.08%+40,18013F-HRTimeline
ALTFEST L J & CO INC786,676$17.3M2.18%+40,20213F-HRTimeline
FINANCIAL LIFE ADVISORS783,551$17.3M6.44%+40,39413F-HRTimeline
Private Advisor Group, LLC735,465$16.2M0.1%+33,27513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC631,802$13.9M0.65%-5,26913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.605,551$13.4M<0.01%-67,93413F-HRTimelineGroup
Clearwater Capital Advisors, LLC600,519$13.2M1.28%-17,94213F-HRTimeline
Prime Capital Investment Advisors, LLC593,025$13.1M0.15%+544,67313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC553,451$12.2M1.65%+20,12313F-HRTimeline
Gibbs Wealth Management539,655$11.9M2.87%+53,54913F-HRTimeline
Stokes Family Office, LLC529,072$11.7M1.31%+63,30313F-HRTimeline
Collier Financial523,004$11.5M9.8%new13F-HRTimeline
Cetera Investment Advisers472,969$10.4M0.02%-10,44113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding448,955$9.9M+104,845Timeline
Mariner, LLCin group Mariner, LLC446,177$9.84M0.02%-65,02813F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC413,287$9.11M0.48%+30,19713F-HRTimeline
Tidemark, LLC408,444$9.01M3.3%-46,69113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding376,918$8.31M+12,874Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.374,887$8.27M0.08%-74,74313F-HRTimelineGroup
Kingsview Wealth Management, LLC363,772$8.02M0.15%+2,31313F-HRTimeline
Leslie Global Wealth, LLC359,214$7.92M3.86%-5,42513F-HRTimeline
Certified Advisory Corp354,082$7.81M0.88%+9,46213F-HRTimeline
Collaborative Wealth Managment Inc.329,862$7.27M3.4%+4,01413F-HRTimeline
Checchi Capital Advisers, LLC320,409$7.07M0.5%-31713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC310,073$6.84M<0.01%+16,31113F-HRTimelineGroup
Chesapeake Wealth Management279,607$6.17M2.2%+8,16813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.274,971$6.06M0.01%-34,91913F-HRTimelineGroup
KWB Wealth269,723$5.81M0.7%-308,08813F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.257,085$5.67M0.41%-12,22913F-HRTimelineGroup
ABOUND FINANCIAL, LLC242,923$5.36M2.71%-7,20913F-HRTimeline
U.S. Capital Wealth Advisors, LLC237,868$5.24M0.16%+25,01713F-HRTimeline
Midwest Capital Advisors, LLC234,864$5.18M3.18%-34,65613F-HRTimeline
Portside Wealth Group, LLC218,945$4.83M0.79%+8,94513F-HR/ATimeline
Detalus Advisors, LLC213,639$4.71M1.48%+4,08513F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC208,006$4.59M2.56%new13F-HR/ATimeline
Mutual Advisors, LLC201,663$4.42M0.13%-15,08113F-HRTimeline
TSFG, LLC197,840$4.36M0.89%-37,98913F-HRTimeline
Good Life Advisors, LLC189,512$4.18M0.29%+47,27013F-HRTimeline
SFG Wealth Management, LLC.185,706$4.09M2%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC172,720$3.81M1.27%+54,02413F-HR/ATimeline
Waverly Advisors, LLC160,295$3.53M0.04%+15,60813F-HRTimeline
Fisher Asset Management, LLC153,682$3.39M<0.01%-18,43013F-HRTimeline
Integrated Wealth Concepts LLC152,307$3.36M0.04%+34,44813F-HRTimeline
Sharkey, Howes & Javer148,273$3.27M0.47%-37,06413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT143,353$3.16M0.09%new13F-HRTimeline
Seed Wealth Management, Inc.143,190$3.16M2.57%+47013F-HRTimeline
Spectrum Planning & Advisory Services I…141,047$3.11M2.59%new13F-HRTimeline
Atria Investments, Inc139,427$3.07M0.04%+51,52213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC138,110$3.05M<0.01%+1,60013F-HRTimelineGroup
Visionary Wealth Advisors138,006$3.04M0.18%+18,61013F-HRTimeline
EASTERN BANK136,983$3.02M0.06%013F-HRTimeline
Western Wealth Management, LLC136,583$3.01M0.2%+14,63313F-HRTimeline
West Wealth Group, LLC132,032$2.92M0.86%-30,62713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…132,175$2.91M<0.01%-35,19913F-HRTimelineGroup
Keystone Financial Group130,647$2.88M0.29%+2,54513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.123,884$2.73M0.01%-477,78413F-HRTimelineGroup
Dynamic Advisor Solutions LLC119,896$2.64M0.09%+5,62113F-HRTimeline
EHRLICH FINANCIAL GROUP118,482$2.61M1.9%-2,00613F-HRTimeline
Idaho Trust Co118,258$2.61M1.06%new13F-HRTimeline
Vertex Planning Partners, LLC118,054$2.6M0.57%-22,28113F-HRTimeline
Redwood Financial Network Corp117,236$2.59M1.97%-6,37613F-HRTimeline
Farther Finance Advisors, LLC109,475$2.42M0.06%+107,03113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC105,459$2.33M<0.01%-1,83513F-HRTimelineGroup
Synergy Investment Management, LLC104,423$2.3M0.96%-13,25913F-HRTimeline
SWMG, LLC102,818$2.25M0.89%+53,75613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…100,157$2.21M<0.01%+1,98913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding100,138$2.21M-2,482Timeline
Valmark Advisers, Inc.99,978$2.2M0.03%-6,11013F-HRTimeline
Advisor Resource Council99,404$2.19M0.18%new13F-HRTimeline
Gladstone Institutional Advisory LLC99,218$2.19M0.1%+18,73313F-HRTimeline
Boltwood Capital Management96,583$2.13M0.65%-2,00513F-HRTimeline
Alesco Advisors, LLC, An ESL Co93,850$2.07M0.06%013F-HRTimeline
Willow Creek Wealth Management Inc.92,285$2.03M0.2%-4613F-HRTimeline
MGO ONE SEVEN LLC90,895$2M0.08%-147,69813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…89,948$1.98M0.02%-27,51913F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/80,520$1.78M0.1%-10,79013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC77,482$1.71M<0.01%-8,83413F-HRTimeline
Strategic Blueprint, LLC68,321$1.51M0.08%+12,39813F-HRTimeline
Merit Financial Group, LLC60,133$1.33M0.02%-16,83913F-HRTimeline
GPS Wealth Strategies Group, LLC60,073$1.32M0.18%-22,41013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,586$1.25M<0.01%-15,11313F-HR/ATimelineGroup
RFG Advisory, LLC55,532$1.22M0.03%new13F-HRTimeline
Hobbs Group Advisors, LLC55,496$1.22M0.47%-33,38113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management54,857$1.21M0.02%+24,82413F-HRTimelineGroup
Fort Point Capital Partners LLC53,381$1.18M0.13%-5,96213F-HRTimeline
Alliance Wealth Advisors, LLC /UT50,233$1.11M0.29%+65013F-HRTimeline
EWA, LLC49,720$1.1M0.41%-82813F-HRTimeline
Bell Investment Advisors, Inc48,357$1.07M0.2%-3,30213F-HRTimeline
Cambridge Investment Research Advisors,…47,994$1.06M<0.01%-11,03313F-HRTimeline
Financial Advocates Investment Manageme…47,278$1.04M0.07%+4,45013F-HRTimeline
Trilogy Capital Inc.47,176$1.04M0.05%+1,26813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,075$994K<0.01%-49,16213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp45,027$993K<0.01%-6,28913F-HRTimelineGroup
AE Wealth Management LLC44,340$978K0.01%+3,77113F-HRTimeline
Center For Asset Management LLC42,612$940K0.57%+16,48213F-HRTimeline
Donald L. Hagan, LLC42,473$937K0.49%-77213F-HRTimeline
GUIDANCE CAPITAL, INC42,785$933K0.28%-17,93913F-HRTimeline
Capital Investment Counsel, LLC41,738$920K0.15%-10,53513F-HRTimeline
COMERICA BANK41,383$912K<0.01%+4,30313F-HRTimeline
Columbus Macro, LLC39,448$870K0.11%-1,62413F-HRTimeline
Meridian Wealth Management, LLC38,730$854K0.04%-18,72313F-HRTimeline
Strategic Investment Advisors / MI37,447$826K0.09%+40013F-HRTimeline
PRIVATE TRUST CO NA36,295$800K0.08%+12,61113F-HRTimeline
Allworth Financial LP36,083$788K<0.01%-3,41813F-HRTimeline
GTS SECURITIES LLC35,069$773K0.03%new13F-HRTimeline
JPL Wealth Management, LLC33,228$733K0.21%+10,62913F-HR/ATimeline
IFP Advisors, Inc32,788$723K0.02%+2,35013F-HRTimeline
Bragg Financial Advisors, Inc32,507$717K0.03%013F-HRTimeline
PFG Advisors32,189$710K0.04%+4,23713F-HRTimeline
Independent Advisor Alliance31,413$693K0.02%-1,109,02913F-HRTimeline
Forefront Wealth Partners, LLC30,298$668K0.45%new13F-HRTimeline
NORDEN GROUP LLC29,240$645K0.07%-1,62913F-HRTimeline
Northwest Capital Management Inc28,205$622K0.26%-95413F-HRTimeline
WBH ADVISORY INC27,019$596K0.06%-10113F-HRTimeline
Golden State Wealth Management, LLC23,842$526K0.08%+7,65613F-HR/ATimeline
Perennial Investment Advisors, LLC23,193$511K0.06%+1,47913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…23,278$509K<0.01%013F-HR/ATimelineGroup
Exchange Capital Management, Inc.22,806$503K0.08%-22,67813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…22,794$503K<0.01%new13F-HRTimelineGroup
CW Advisors, LLC22,324$492K0.01%+213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC21,470$473K0.19%-1,42913F-HRTimeline
Financial Network Wealth Advisors LLC20,784$458K0.6%+4,37413F-HRTimeline
Carr Financial Group Corp20,435$451K0.15%-4,63813F-HRTimeline
TWO SIGMA SECURITIES, LLC20,355$449K0.07%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…20,225$446K0.43%13F-HRTimeline
&PARTNERS19,281$425K<0.01%+3,05013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC19,164$423K0.01%+38013F-HRTimelineGroup
Wallace Advisory Group, LLC19,556$421K0.29%+31813F-HRTimeline
RETIREMENT CAPITAL STRATEGIES17,695$390K0.15%+7,72913F-HRTimeline
GK Wealth Management LLC16,943$374K0.47%-90113F-HR/ATimeline
Atria Wealth Solutions, Inc.16,832$371K<0.01%-5,14513F-HRTimeline
Belpointe Asset Management LLC16,623$367K0.02%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC16,431$362K0.02%-4,88213F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,192$335K0.01%+73813F-HRTimelineGroup
Modera Wealth Management, LLC14,993$331K<0.01%013F-HRTimeline
FOSTER & MOTLEY INC14,874$328K0.02%013F-HRTimeline
Integrated Advisors Network LLC14,569$321K0.02%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,894$306K<0.01%new13F-HRTimeline
Acropolis Investment Management, LLC13,695$302K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13,330$294K0.02%+6,69713F-HRTimeline
MML INVESTORS SERVICES, LLC12,274$271K<0.01%+2,69313F-HRTimeline
LOWE BROCKENBROUGH & CO INC12,000$265K0.02%013F-HRTimeline
Diversified Enterprises, LLC11,870$262K0.02%+26713F-HRTimeline
Legacy Advisory Services, LLC11,786$260K0.22%+7013F-HRTimeline
Talon Private Wealth, LLC11,748$258K0.03%+10,38213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners10,803$238K0.04%-2,98313F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC10,477$231K0.12%+1013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,341$228K<0.01%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC10,281$227K0.17%-11,76213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,079$222K0.01%-4913F-HRTimelineGroup
LINCOLN CAPITAL CORP9,999$220K0.09%-3,11613F-HRTimeline
Acorn Wealth Advisors, LLC9,797$216K0.09%013F-HRTimeline
LexAurum Advisors, LLC9,667$213K0.04%+18513F-HRTimeline
Heritage Family Offices, LLP9,363$206K0.11%013F-HRTimeline
FMR LLCin group FMR LLC7,388$163K<0.01%+4,00813F-HRTimelineGroup
Hexagon Capital Partners LLC6,734$148K0.03%+1,77913F-HRTimeline
Fourth Dimension Wealth, LLC6,276$138K0.07%-1,99913F-HRTimeline
EP Wealth Advisors, LLC5,067$112K<0.01%-1,93813F-HRTimeline
Arax Advisory Partners4,797$106K0.01%new13F-HRTimeline
Transce3nd, LLC4,186$92.3K0.04%-25913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,876$85.5K<0.01%-1,20413F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,787$83.5K<0.01%+3,64813F-HRTimeline
Aptus Capital Advisors, LLC3,089$68.1K<0.01%-53013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,673$58.9K<0.01%+2,67213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,282$50.2K<0.01%+24413F-HR/ATimelineGroup
Capital Investment Advisory Services, L…2,148$47.4K<0.01%+35313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,900$41.9K<0.01%013F-HRTimelineGroup
Sandy Spring Bank1,744$38.5K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.1,720$37.9K<0.01%-39813F-HRTimeline
Crews Bank & Trust1,650$36.4K0.01%-3,25013F-HRTimeline
CoreCap Advisors, LLC1,464$32.3K<0.01%-1,88913F-HRTimeline
Sachetta, LLC1,349$29.7K0.01%+513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,280$28.2K0.02%-27713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,243$27.1K<0.01%+1,24313F-HRTimelineGroup
Global Financial Private Client, LLC1,125$24.8K0.01%013F-HRTimeline
NewEdge Advisors, LLC1,085$23.9K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB915$20.2K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL838$18.5K<0.01%-98213F-HRTimeline
Hughes Financial Services, LLC792$17.5K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC754$16.6K<0.01%-1,04013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.665$14.7K<0.01%-4713F-HRTimeline