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Disclosery

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
Financial Engines Advisors L.L.C.184,335,955$4.07B8.13%+677,24613F-HRTimeline
LPL Financial LLC16,282,417$360M0.12%+865,51213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,797,906$172M0.17%+1,637,14313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,235,452$138M1.75%+1,238,44213F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP5,858,146$129M<0.01%+1,843,99113F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC4,727,616$104M1.48%+566,09313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,768,358$61.2M0.02%+114,12313F-HRTimelineGroup
CX Institutional2,235,549$49.4M1.72%+413,07813F-HR/ATimeline
Advisory Alpha, LLC2,086,473$46.1M1.44%+107,65313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,071,342$45.8M<0.01%-100,18813F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,058,372$45.5M0.16%+348,14013F-HRTimelineGroup
Compton Financial Group, LLC1,862,493$41.2M10.7%+241,48613F-HRTimeline
Strategic Financial Concepts, LLC1,862,493$41.2M5.79%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,564,779$34.6M0.08%+48,54613F-HRTimelineGroup
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI1,482,295$32.7M0.25%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,448,029$32M<0.01%+15,05713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,259,729$27.8M<0.01%+11,87313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,228,316$27.1M0.01%+31,90113F-HRTimelineGroup
Sanctuary Advisors, LLC926,913$20.5M0.13%+15,66413F-HRTimeline
Leicht Financial Planning & Wealth Mana…861,456$19M9.04%+74,11213F-HRTimeline
FINANCIAL LIFE ADVISORS825,673$18.2M6.24%+42,12213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.822,238$18.2M<0.01%+216,68713F-HRTimelineGroup
ALTFEST L J & CO INC809,137$17.9M2.11%+22,46113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC644,810$14.3M0.61%+13,00813F-HRTimelineGroup
Gibbs Wealth Management601,510$13.3M2.56%+61,85513F-HRTimeline
Clearwater Capital Advisors, LLC573,559$12.7M1.16%-26,96013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC566,011$12.5M1.57%+12,56013F-HRTimeline
Stokes Family Office, LLC545,139$12M1.26%+16,06713F-HRTimeline
Private Advisor Group, LLC519,740$11.5M0.06%-215,72513F-HRTimeline
Cetera Investment Advisers471,694$10.4M0.02%-1,27513F-HRTimeline
Mariner, LLCin group Mariner, LLC467,036$10.3M0.01%+20,85913F-HRTimelineGroup
Tidemark, LLC452,503$10M3.22%+44,05913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC427,088$9.44M0.45%+13,80113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding391,567$8.65M-57,388Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.390,052$8.62M0.07%+15,16513F-HRTimelineGroup
Certified Advisory Corp372,376$8.23M0.86%+18,29413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding370,984$8.2M-5,934Timeline
Kingsview Wealth Management, LLC359,281$7.94M0.13%-4,49113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC325,332$7.19M<0.01%+15,25913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.310,301$6.86M0.01%+35,33013F-HRTimelineGroup
Collaborative Wealth Managment Inc.302,664$6.69M2.92%-27,19813F-HRTimeline
Checchi Capital Advisers, LLC297,857$6.58M0.46%-22,55213F-HRTimeline
Chesapeake Wealth Management271,211$5.99M2%-8,39613F-HRTimeline
ABOUND FINANCIAL, LLC255,526$5.65M2.49%+12,60313F-HRTimeline
U.S. Capital Wealth Advisors, LLC244,389$5.4M0.16%+6,52113F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.239,881$5.3M0.37%-17,20413F-HRTimelineGroup
Portside Wealth Group, LLC236,738$5.23M0.78%+17,79313F-HRTimeline
Midwest Capital Advisors, LLC231,791$5.12M2.7%-3,07313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.225,714$4.98M0.01%+101,83013F-HR/ATimelineGroup
Detalus Advisors, LLC222,806$4.92M1.43%+9,16713F-HRTimeline
TSFG, LLC212,861$4.7M0.85%+15,02113F-HRTimeline
Good Life Advisors, LLC210,147$4.64M0.29%+20,63513F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC200,764$4.44M2.35%-7,24213F-HRTimeline
SFG Wealth Management, LLC.185,706$4.1M2.48%013F-HRTimeline
Western Wealth Management, LLC173,723$3.84M0.23%+37,14013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC171,844$3.8M1.17%-87613F-HR/ATimeline
Mutual Advisors, LLC173,329$3.8M0.09%-28,33413F-HRTimeline
Visionary Wealth Advisors168,116$3.72M0.19%+30,11013F-HRTimeline
Waverly Advisors, LLC164,027$3.63M0.04%+3,73213F-HRTimeline
TOWNSQUARE CAPITAL LLC161,096$3.56M0.35%-5,480,31913F-HRTimeline
Integrated Wealth Concepts LLC156,477$3.46M0.03%+4,17013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC150,826$3.33M<0.01%+12,71613F-HRTimelineGroup
Fisher Asset Management, LLC147,312$3.26M<0.01%-6,37013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…144,422$3.19M<0.01%+12,24713F-HRTimelineGroup
Keystone Financial Group142,166$3.14M0.28%+11,51913F-HRTimeline
Valmark Advisers, Inc.134,250$2.97M0.04%+34,27213F-HRTimeline
West Wealth Group, LLC130,137$2.88M0.72%-1,89513F-HRTimeline
Seed Wealth Management, Inc.126,840$2.8M2.09%-16,35013F-HRTimeline
PFG Advisors124,289$2.75M0.13%+92,10013F-HRTimeline
Gladstone Institutional Advisory LLC123,215$2.72M0.11%+23,99713F-HRTimeline
Farther Finance Advisors, LLC122,990$2.72M0.05%+13,51513F-HRTimeline
Spectrum Planning & Advisory Services I…122,278$2.7M1.75%-18,76913F-HRTimeline
Atria Investments, Inc121,092$2.68M0.03%-18,33513F-HRTimeline
EHRLICH FINANCIAL GROUP120,886$2.67M1.73%+2,40413F-HRTimeline
Vertex Planning Partners, LLC119,897$2.65M0.55%+1,84313F-HRTimeline
Dynamic Advisor Solutions LLC117,127$2.59M0.08%-2,76913F-HRTimeline
Boltwood Capital Management114,414$2.53M0.72%+17,83113F-HRTimeline
Idaho Trust Co114,411$2.53M0.9%-3,84713F-HRTimeline
Sharkey, Howes & Javer112,561$2.49M0.33%-35,71213F-HRTimeline
Redwood Financial Network Corp104,649$2.31M1.56%-12,58713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding99,846$2.2M-292Timeline
CacheTech Inc.99,089$2.19M0.4%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co94,950$2.1M0.06%+1,10013F-HRTimeline
Willow Creek Wealth Management Inc.92,559$2.05M0.18%+27413F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/90,150$1.99M0.1%+9,63013F-HRTimeline
Adams Wealth Management89,695$1.98M0.38%new13F-HRTimeline
Strategic Blueprint, LLC83,987$1.86M0.09%+15,66613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC81,646$1.8M<0.01%+4,16413F-HRTimeline
Christopher J. Hasenberg, Inc80,133$1.77M0.66%new13F-HRTimeline
SWMG, LLC71,889$1.57M0.53%-30,92913F-HRTimeline
PRIVATE TRUST CO NA70,148$1.55M0.15%+33,85313F-HRTimeline
Drucker Wealth 3.0, LLC70,467$1.55M0.3%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…67,317$1.47M<0.01%-32,84013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…65,433$1.45M0.01%-24,51513F-HRTimelineGroup
Fort Point Capital Partners LLC61,632$1.36M0.14%+8,25113F-HRTimeline
EWA, LLC60,771$1.34M0.42%+11,05113F-HRTimeline
GPS Wealth Strategies Group, LLC59,625$1.32M0.15%-44813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC58,421$1.29M<0.01%-47,03813F-HRTimelineGroup
COMERICA BANK58,012$1.28M<0.01%+16,62913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA54,919$1.21M<0.01%-1,66713F-HR/ATimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management54,291$1.2M0.02%-56613F-HRTimelineGroup
Trilogy Capital Inc.54,059$1.19M0.06%+6,88313F-HRTimeline
Alliance Wealth Advisors, LLC /UT52,385$1.16M0.28%+2,15213F-HRTimeline
Hobbs Group Advisors, LLC51,469$1.14M0.39%-4,02713F-HRTimeline
Scott Marsh Financial, LLC50,375$1.11M0.41%13F-HRTimeline
Cambridge Investment Research Advisors,…47,610$1.05M<0.01%-38413F-HRTimeline
Bell Investment Advisors, Inc46,553$1.03M0.18%-1,80413F-HRTimeline
GUIDANCE CAPITAL, INC44,194$975K0.28%+1,40913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp43,077$952K<0.01%-1,95013F-HRTimelineGroup
Donald L. Hagan, LLC42,609$942K0.47%+13613F-HRTimeline
Independent Advisor Alliance42,389$937K0.03%+10,97613F-HRTimeline
MGO ONE SEVEN LLC41,458$916K0.03%-49,43713F-HRTimeline
Capital Investment Counsel, LLC39,368$870K0.13%-2,37013F-HRTimeline
Meridian Wealth Management, LLC37,746$834K0.04%-98413F-HRTimeline
Allworth Financial LP36,107$798K<0.01%+2413F-HRTimeline
Strategic Investment Advisors / MI35,961$793K0.08%-1,48613F-HRTimeline
Prime Capital Investment Advisors, LLC35,551$786K0.01%-557,47413F-HRTimeline
JPL Wealth Management, LLC35,480$784K0.21%+2,25213F-HRTimeline
Advisory Services Network, LLC34,100$748K0.01%new13F-HRTimeline
IFP Advisors, Inc33,663$744K0.02%+87513F-HRTimeline
RFG Advisory, LLC32,881$727K0.02%-22,65113F-HRTimeline
AE Wealth Management LLC32,653$722K0.01%-11,68713F-HRTimeline
NORDEN GROUP LLC32,180$711K0.08%+2,94013F-HRTimeline
Global Retirement Partners, LLC30,406$672K0.02%13F-HRTimeline
&PARTNERS26,734$591K<0.01%+7,45313F-HRTimeline
WBH ADVISORY INC26,701$590K0.05%-31813F-HRTimeline
Northwest Capital Management Inc25,732$569K0.31%-2,47313F-HRTimeline
Center For Asset Management LLC25,967$560K0.35%-16,64513F-HRTimeline
Vise Technologies, Inc.24,489$541K0.02%13F-HRTimeline
EASTERN BANK24,302$537K0.01%-112,68113F-HRTimeline
Perennial Investment Advisors, LLC23,564$521K0.05%+37113F-HRTimeline
Golden State Wealth Management, LLC23,364$516K0.06%-47813F-HRTimeline
CW Advisors, LLC22,097$488K<0.01%-22713F-HRTimeline
Leslie Global Wealth, LLC21,797$482K0.26%-337,41713F-HRTimeline
Bragg Financial Advisors, Inc21,655$479K0.02%-10,85213F-HRTimeline
Belpointe Asset Management LLC21,179$468K0.02%+4,55613F-HRTimeline
Quantinno Capital Management LP20,597$455K<0.01%new13F-HRTimeline
GTS SECURITIES LLC20,455$452K0.02%-14,61413F-HRTimeline
Financial Network Wealth Advisors LLC19,974$441K0.54%-81013F-HRTimeline
Wallace Advisory Group, LLC19,508$430K0.31%-4813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC19,305$427K0.01%+14113F-HRTimelineGroup
Carr Financial Group Corp19,116$422K0.12%-1,31913F-HRTimeline
MJT & Associates Financial Advisory Gro…18,842$416K0.52%-1,38313F-HR/ATimeline
EXCHANGE TRADED CONCEPTS, LLC18,486$409K0.01%new13F-HRTimeline
RETIREMENT CAPITAL STRATEGIES18,090$400K0.16%+39513F-HRTimeline
Integrated Advisors Network LLC18,042$399K0.02%+3,47313F-HRTimeline
GK Wealth Management LLC16,664$368K0.37%-27913F-HRTimeline
Columbus Macro, LLC16,509$365K0.04%-22,93913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS15,971$353K<0.01%+2,07713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC15,377$340K0.01%-1,05413F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,226$336K0.01%+3413F-HRTimelineGroup
Modera Wealth Management, LLC15,021$332K<0.01%+2813F-HRTimeline
FOSTER & MOTLEY INC14,874$329K0.02%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC14,670$324K0.12%-6,80013F-HRTimeline
MML INVESTORS SERVICES, LLC14,594$323K<0.01%+2,32013F-HRTimeline
Acropolis Investment Management, LLC14,495$320K0.02%+80013F-HRTimeline
Merit Financial Group, LLC13,551$299K<0.01%-46,58213F-HRTimeline
LOWE BROCKENBROUGH & CO INC12,000$265K0.01%013F-HRTimeline
Legacy Advisory Services, LLC11,895$263K0.21%+10913F-HRTimeline
Diversified Enterprises, LLC10,572$234K0.02%-1,29813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,514$232K0.01%new13F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC10,404$230K0.11%-7313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,341$229K<0.01%013F-HRTimeline
VANCE WEALTH, LLC10,149$224K0.08%new13F-HRTimeline
LINCOLN CAPITAL CORP9,999$221K0.08%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,983$221K0.01%-9613F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC9,849$218K0.17%-43213F-HRTimeline
Acorn Wealth Advisors, LLC9,797$217K0.08%013F-HRTimeline
LexAurum Advisors, LLC9,667$214K0.03%013F-HRTimeline
HighTower Advisors, LLC9,366$207K<0.01%new13F-HRTimeline
Heritage Family Offices, LLP9,363$206K0.1%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners8,659$191K0.03%-2,14413F-HRTimelineGroup
Sachetta, LLC7,246$160K0.06%+5,89713F-HRTimeline
Fourth Dimension Wealth, LLC6,020$133K0.06%-25613F-HRTimeline
Talon Private Wealth, LLC5,672$125K0.02%-6,07613F-HRTimeline
FMR LLCin group FMR LLC5,560$123K<0.01%-1,82813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,252$116K<0.01%+3,35213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,188$114K<0.01%+2,90613F-HRTimelineGroup
Arax Advisory Partners4,798$106K<0.01%+113F-HRTimeline
Capital A Wealth Management, LLC4,638$102K1.14%new13F-HRTimeline
Transce3nd, LLC3,984$88K0.04%-20213F-HRTimeline
Steward Partners Investment Advisory, L…3,787$83.7K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,757$83K<0.01%+3,23713F-HRTimelineGroup
NewEdge Advisors, LLC3,093$68.4K<0.01%+2,00813F-HRTimeline
Aptus Capital Advisors, LLC3,089$68.3K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,170$47.9K<0.01%-11,16013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,026$44.8K<0.01%-1,85013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,744$38.5K<0.01%new13F-HRTimelineGroup
FAS Wealth Partners, Inc.1,735$38.3K<0.01%+1513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,696$37.5K<0.01%-97713F-HRTimeline
Crews Bank & Trust1,650$36.5K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,208$26.7K<0.01%-25613F-HRTimeline
AlphaCore Capital LLC1,150$25.4K<0.01%+1,00013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,056$23.2K0.02%-22413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…800$17.7K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC754$16.7K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.666$14.7K<0.01%+113F-HRTimeline
Painted Porch Advisors LLC655$14.5K0.01%new13F-HRTimeline
EPG Wealth Management LLC625$13.8K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC500$11.1K<0.01%013F-HRTimelineGroup