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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 2025-09-30, 269,812,743 shares in all. 26 filers opened a position and 20 filers sold out during the quarter.

Managers
225
13F filers
227
New
26
Added
100
Reduced
68
Sold out
20
Shares held by filers
269,812,743

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.186,003,082$4.17B7.97%+1,667,12713F-HRTimeline
LPL Financial LLC18,264,388$410M0.12%+1,981,97113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,078,988$159M0.15%-718,91813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,779,137$130M1.47%-456,31513F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC4,222,219$94.7M1.35%-505,39713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,040,135$68.1M0.02%+271,77713F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP2,955,731$66.3M<0.01%-2,902,41513F-HRTimelineGroup
CX Institutional2,663,197$59.8M1.81%+427,64813F-HRTimeline
CWM, LLCin group CWM, LLC2,227,844$50M0.15%+169,47213F-HRTimelineGroup
Advisory Alpha, LLC2,196,521$49.3M1.37%+110,04813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,186,138$49.1M<0.01%+114,79613F-HR/ATimelineGroup
Compton Financial Group, LLC1,917,761$43M10.36%+55,26813F-HRTimeline
Strategic Financial Concepts, LLC1,917,761$43M6.25%+55,26813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,658,965$37.2M0.08%+94,18613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,622,546$36.4M<0.01%+174,51713F-HR/ATimelineGroup
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI1,482,295$33.2M0.24%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,203,378$27M<0.01%-56,35113F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,005,468$22.6M0.04%+695,16713F-HRTimelineGroup
Sanctuary Advisors, LLC962,069$21.6M0.12%+35,15613F-HR/ATimeline
FINANCIAL LIFE ADVISORS878,658$19.7M6.33%+52,98513F-HRTimeline
Leicht Financial Planning & Wealth Mana…852,291$19.1M8.62%-9,16513F-HRTimeline
ALTFEST L J & CO INC831,705$18.7M2.08%+22,56813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC639,716$14.4M0.57%-5,09413F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC619,189$13.9M1.61%+53,17813F-HRTimeline
Collier Financial586,754$13.2M9.9%13F-HRTimeline
Clearwater Capital Advisors, LLC571,935$12.8M1.09%-1,62413F-HRTimeline
Stokes Family Office, LLC559,297$12.6M1.19%+14,15813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.546,515$12.3M<0.01%-275,72313F-HRTimelineGroup
Cetera Investment Advisers520,738$11.7M0.01%+49,04413F-HRTimeline
Private Advisor Group, LLC510,894$11.5M0.06%-8,84613F-HRTimeline
Gibbs Wealth Management484,047$10.9M2.46%-117,46313F-HRTimeline
Tidemark, LLC483,178$10.8M3.16%+30,67513F-HRTimeline
Mariner, LLCin group Mariner, LLC456,514$10.2M0.01%-10,52213F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC431,184$9.68M0.42%+4,09613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.426,441$9.57M0.07%+36,38913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding397,828$8.93M+6,261Timeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.391,901$8.79M0.1%+20,91713F-HRTimelineGroup
Certified Advisory Corp384,004$8.62M0.82%+11,62813F-HRTimeline
Kingsview Wealth Management, LLC367,363$8.24M0.13%+8,08213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC361,727$8.12M0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC338,610$7.6M<0.01%+13,27813F-HRTimelineGroup
Checchi Capital Advisers, LLC296,132$6.65M0.46%-1,72513F-HRTimeline
Chesapeake Wealth Management283,437$6.36M1.94%+12,22613F-HRTimeline
RFG Advisory, LLC280,679$6.3M0.13%+247,79813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.260,420$5.82M0.01%+34,70613F-HRTimelineGroup
ABOUND FINANCIAL, LLC256,590$5.76M2.3%+1,06413F-HRTimeline
Collaborative Wealth Managment Inc.254,734$5.72M2.31%-47,93013F-HRTimeline
Portside Wealth Group, LLC240,569$5.4M0.75%+3,83113F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.239,377$5.37M0.37%-50413F-HRTimelineGroup
Detalus Advisors, LLC236,967$5.32M1.38%+14,16113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC218,890$4.91M0.02%new13F-HRTimelineGroup
TSFG, LLC218,705$4.91M0.78%+5,84413F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC205,354$4.61M2.2%+4,59013F-HRTimeline
Drucker Wealth 3.0, LLC190,855$4.28M0.76%+120,38813F-HRTimeline
Midwest Capital Advisors, LLC179,671$4.03M1.94%-52,12013F-HRTimeline
Waverly Advisors, LLC179,462$4.03M0.04%+15,43513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC178,738$4.01M1.14%+6,89413F-HR/ATimeline
Western Wealth Management, LLC174,409$3.91M0.21%+68613F-HRTimeline
Mutual Advisors, LLC171,937$3.89M0.09%-1,39213F-HRTimeline
Integrated Wealth Concepts LLC167,950$3.77M0.03%+11,47313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…162,546$3.65M<0.01%+18,12413F-HRTimelineGroup
Boltwood Capital Management156,679$3.52M0.94%+42,26513F-HRTimeline
Keystone Financial Group154,060$3.46M0.26%+11,89413F-HR/ATimeline
Visionary Wealth Advisors149,995$3.37M0.16%-18,12113F-HRTimeline
West Wealth Group, LLC140,946$3.18M0.72%+10,80913F-HRTimeline
Valmark Advisers, Inc.132,704$2.98M0.04%-1,54613F-HRTimeline
Gladstone Institutional Advisory LLC131,284$2.95M0.11%+8,06913F-HRTimeline
Seed Wealth Management, Inc.126,840$2.85M1.97%013F-HRTimeline
PFG Advisors126,084$2.83M0.12%+1,79513F-HRTimeline
EHRLICH FINANCIAL GROUP125,816$2.82M1.68%+4,93013F-HRTimeline
Spectrum Planning & Advisory Services I…124,510$2.79M1.58%+2,23213F-HRTimeline
Vertex Planning Partners, LLC121,289$2.72M0.52%+1,39213F-HRTimeline
Farther Finance Advisors, LLC119,037$2.67M0.04%-3,95313F-HRTimeline
Dynamic Advisor Solutions LLC115,586$2.59M0.08%-1,54113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC112,399$2.52M<0.01%-38,42713F-HRTimelineGroup
Redwood Financial Network Corp100,812$2.26M1.43%-3,83713F-HRTimeline
Alesco Advisors, LLC, An ESL Co94,950$2.13M0.06%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding93,605$2.1M-6,241Timeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/93,645$2.1M0.1%+3,49513F-HRTimeline
Willow Creek Wealth Management Inc.92,874$2.08M0.17%+31513F-HRTimeline
CacheTech Inc.90,085$2.02M0.41%-9,00413F-HRTimeline
Strategic Blueprint, LLC84,568$1.9M0.08%+58113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC81,900$1.84M<0.01%+25413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN81,460$1.83M<0.01%-1,146,85613F-HRTimelineGroup
Adams Wealth Management79,993$1.8M0.38%-9,70213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…78,198$1.75M<0.01%+10,88113F-HRTimeline
PRIVATE TRUST CO NA75,948$1.7M0.15%+5,80013F-HRTimeline
SFG Wealth Management, LLC.72,993$1.64M0.71%-112,71313F-HRTimeline
Trilogy Capital Inc.67,623$1.52M0.07%+13,56413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…64,501$1.45M<0.01%new13F-HRTimelineGroup
Idaho Trust Co63,987$1.44M0.48%-50,42413F-HRTimeline
Forefront Wealth Partners, LLC58,968$1.32M0.33%new13F-HRTimeline
COMERICA BANK58,419$1.31M<0.01%+40713F-HRTimeline
GPS Wealth Strategies Group, LLC58,297$1.31M0.14%-1,32813F-HRTimeline
AE Wealth Management LLC57,720$1.3M0.01%+25,06713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA57,211$1.28M<0.01%+2,29213F-HRTimelineGroup
Alliance Wealth Advisors, LLC /UT56,974$1.28M0.3%+4,58913F-HRTimeline
EWA, LLC55,486$1.25M0.34%-5,28513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management54,619$1.23M0.01%+32813F-HRTimelineGroup
Vise Technologies, Inc.53,820$1.21M0.04%+29,33113F-HRTimeline
Ashton Thomas Private Wealth, LLC52,637$1.18M0.03%new13F-HRTimeline
Fort Point Capital Partners LLC52,461$1.18M0.15%-9,17113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…50,106$1.12M0.01%-15,32713F-HRTimelineGroup
Independent Advisor Alliance46,512$1.04M0.03%+4,12313F-HRTimeline
Sharkey, Howes & Javer45,879$1.03M0.13%-66,68213F-HRTimeline
Center For Asset Management LLC45,869$1.03M0.55%+19,90213F-HRTimeline
GUIDANCE CAPITAL, INC44,948$1.02M0.27%+75413F-HRTimeline
Bristlecone Advisors, LLC44,967$1.01M0.08%new13F-HRTimeline
Bell Investment Advisors, Inc43,917$986K0.16%-2,63613F-HRTimeline
Donald L. Hagan, LLC43,114$967K0.47%+50513F-HRTimeline
Allworth Financial LP41,124$923K<0.01%+5,01713F-HRTimeline
U.S. Capital Wealth Advisors, LLC40,170$901K0.02%-204,21913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp37,809$848K<0.01%-5,26813F-HRTimelineGroup
Capital Investment Counsel, LLC37,281$837K0.12%-2,08713F-HRTimeline
Advisory Services Network, LLC37,181$834K0.01%+3,08113F-HRTimeline
Atria Investments, Inc36,916$828K0.01%-84,17613F-HRTimeline
Strategic Investment Advisors / MI5,893$811K0.09%-30,06813F-HR/ATimeline
JPL Wealth Management, LLC35,513$797K0.19%+3313F-HRTimeline
NORDEN GROUP LLC32,718$734K0.07%+53813F-HRTimeline
Meridian Wealth Management, LLC32,189$722K0.03%-5,55713F-HRTimeline
Global Retirement Partners, LLC31,789$713K0.02%+1,38313F-HRTimeline
Golden State Wealth Management, LLC29,862$670K0.07%+6,49813F-HRTimeline
IFP Advisors, Inc29,100$653K0.02%-4,56313F-HR/ATimeline
Belpointe Asset Management LLC27,588$619K0.02%+6,40913F-HRTimeline
Hobbs Group Advisors, LLC27,493$617K0.19%-23,97613F-HRTimeline
&PARTNERS27,359$614K<0.01%+62513F-HRTimeline
WBH ADVISORY INC26,704$599K0.05%+313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…26,049$585K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…24,972$560K<0.01%-22,63813F-HRTimeline
MGO ONE SEVEN LLC23,810$534K0.01%-17,64813F-HRTimeline
MML INVESTORS SERVICES, LLC22,818$512K<0.01%+8,22413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …22,482$504K0.01%+7,25613F-HRTimelineGroup
Financial Network Wealth Advisors LLC22,023$494K0.54%+2,04913F-HRTimeline
Northwest Capital Management Inc21,941$492K0.52%-3,79113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC21,925$492K<0.01%-36,49613F-HRTimelineGroup
Bragg Financial Advisors, Inc21,655$486K0.02%013F-HRTimeline
Quantinno Capital Management LP20,930$470K<0.01%+33313F-HRTimeline
Integrated Advisors Network LLC20,699$464K0.02%+2,65713F-HRTimeline
Perennial Investment Advisors, LLC20,340$456K0.04%-3,22413F-HRTimeline
Prime Capital Investment Advisors, LLC19,871$446K0.01%-15,68013F-HRTimeline
Wallace Advisory Group, LLC19,059$421K0.34%-44913F-HRTimeline
Ausdal Financial Partners, Inc.18,569$417K0.02%new13F-HRTimeline
RETIREMENT CAPITAL STRATEGIES17,724$398K0.15%-36613F-HRTimeline
GK Wealth Management LLC16,787$377K0.28%+12313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC16,402$368K0.01%+1,02513F-HRTimelineGroup
IFG Advisory, LLC15,354$345K0.02%new13F-HRTimeline
Modera Wealth Management, LLC15,021$337K<0.01%013F-HRTimeline
FOSTER & MOTLEY INC14,874$334K0.02%013F-HRTimeline
Acropolis Investment Management, LLC14,495$320K0.02%013F-HRTimeline
Columbus Macro, LLC14,107$317K0.04%-2,40213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC13,829$310K0.07%-84113F-HRTimeline
Balefire, LLC12,069$271K0.05%new13F-HRTimeline
Legacy Advisory Services, LLC12,007$269K0.2%+11213F-HRTimeline
LOWE BROCKENBROUGH & CO INC12,000$269K0.01%013F-HRTimeline
Gateway Wealth Partners, LLC11,904$267K0.04%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,960$246K<0.01%+44613F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC10,919$245K0.11%+51513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,880$244K<0.01%-8,42513F-HRTimelineGroup
Diversified Enterprises, LLC10,839$243K0.02%+26713F-HRTimeline
LexAurum Advisors, LLC10,585$238K0.03%+91813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,341$232K<0.01%013F-HRTimeline
HighTower Advisors, LLC9,766$219K<0.01%+40013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,619$216K0.01%-36413F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC9,600$215K0.03%new13F-HRTimeline
Heritage Family Offices, LLP9,363$210K0.1%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC9,108$204K0.17%-74113F-HRTimeline
Sachetta, LLC9,107$204K0.08%+1,86113F-HRTimeline
FMR LLCin group FMR LLC8,860$199K<0.01%+3,30013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners5,932$133K0.02%-2,72713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,252$118K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,610$103K<0.01%new13F-HRTimelineGroup
Measured Wealth Private Client Group, L…4,504$101K0.03%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,787$85K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,515$78.7K<0.01%-1,67313F-HRTimelineGroup
Aptus Capital Advisors, LLC3,253$73K<0.01%+16413F-HRTimeline
Fourth Dimension Wealth, LLC3,116$69.9K0.03%-2,90413F-HRTimeline
Pacific Center for Financial Services3,103$69.6K0.02%new13F-HRTimeline
CoreCap Advisors, LLC2,969$66.6K<0.01%+1,76113F-HRTimeline
Root Financial Partners, LLC2,887$64.8K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,410$54.1K<0.01%+24013F-HRTimeline
NewEdge Advisors, LLC2,008$45.1K<0.01%-1,08513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,813$40.7K<0.01%+11713F-HRTimeline
FAS Wealth Partners, Inc.1,750$39.3K<0.01%+1513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,744$39.1K<0.01%013F-HRTimelineGroup
Crews Bank & Trust1,650$37K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,258$28.2K<0.01%-76813F-HRTimelineGroup
AlphaCore Capital LLC1,150$25.8K<0.01%013F-HRTimeline
REAP Financial Group, LLC1,119$25.1K0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,106$24.8K0.02%+5013F-HRTimeline
Abich Financial Wealth Management LLC921$20.7K0.01%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC863$19.4K<0.01%+50913F-HRTimelineGroup
Crewe Advisors LLC799$17.9K<0.01%new13F-HRTimeline
Register Financial Advisors LLC757$17K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC754$16.9K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC677$15.2K<0.01%+30613F-HRTimeline
EPG Wealth Management LLC625$14K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC500$11.2K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.500$11.2K<0.01%-16613F-HRTimeline
AdvisorNet Financial, Inc479$10.7K<0.01%new13F-HRTimeline
CENTRAL TRUST Co461$10.3K<0.01%013F-HRTimeline