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Disclosery

SPMB SPDR SERIES TRUST

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SHS (fund)

248 managers (250 13F filers) reported a position in SPMB shares at 2025-12-31, 277,890,422 shares in all. 28 filers opened a position and 11 filers sold out during the quarter.

Managers
248
13F filers
250
New
28
Added
100
Reduced
77
Sold out
11
Shares held by filers
277,890,422

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.188,762,736$4.23B8.02%+2,759,65413F-HRTimeline
LPL Financial LLC20,238,970$454M0.12%+1,974,58213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,602,932$170M0.15%+523,94413F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,119,180$137M1.52%+340,04313F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP5,020,182$113M<0.01%+2,064,45113F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC4,260,018$95.5M1.43%+37,79913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,409,870$76.4M0.02%+369,73513F-HRTimelineGroup
CX Institutional2,650,742$59.4M1.77%-12,45513F-HRTimeline
CWM, LLCin group CWM, LLC2,335,864$52.4M0.14%+108,02013F-HRTimelineGroup
Advisory Alpha, LLC2,256,536$50.6M1.38%+60,01513F-HRTimeline
Compton Financial Group, LLC2,098,239$47M10.65%+180,47813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,047,687$45.9M<0.01%-138,45113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,790,660$40.1M<0.01%+168,11413F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,741,982$39M0.08%+83,01713F-HRTimelineGroup
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI1,482,295$33.2M0.23%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,152,895$25.8M<0.01%-50,48313F-HRTimelineGroup
Financial Plan, Inc.1,037,860$23.3M2.67%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,031,567$23.1M0.04%+26,09913F-HRTimelineGroup
Sanctuary Advisors, LLC975,248$21.9M0.12%+13,17913F-HRTimeline
FINANCIAL LIFE ADVISORS953,162$21.4M6.59%+74,50413F-HRTimeline
Leicht Financial Planning & Wealth Mana…916,454$20.5M9.19%+64,16313F-HRTimeline
ALTFEST L J & CO INC852,979$19.1M2.09%+21,27413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.766,042$17.2M0.19%+374,14113F-HRTimelineGroup
93 Financial Group, LLC756,474$17M7.38%13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC675,174$15.1M1.69%+55,98513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC655,677$14.7M0.57%+15,96113F-HRTimelineGroup
Stokes Family Office, LLC626,988$14.1M1.29%+67,69113F-HRTimeline
Collier Financial621,154$13.9M10.46%+34,40013F-HRTimeline
Private Advisor Group, LLC586,996$13.2M0.06%+76,10213F-HRTimeline
Cetera Investment Advisers550,798$12.3M0.01%+30,06013F-HRTimeline
Tidemark, LLC533,250$12M3.4%+50,07213F-HRTimeline
Mariner, LLCin group Mariner, LLC473,686$10.6M0.01%+17,17213F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC466,219$10.5M0.49%+35,03513F-HRTimeline
Gibbs Wealth Management456,452$10.3M2.49%-27,59513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.427,467$9.58M0.07%+1,02613F-HRTimelineGroup
Certified Advisory Corp400,087$8.97M0.82%+16,08313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding363,757$8.15M-34,071Timeline
Clearwater Capital Advisors, LLC334,027$7.49M0.62%-237,90813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC322,517$7.23M<0.01%-16,09313F-HRTimelineGroup
Chesapeake Wealth Management306,245$6.86M2.04%+22,80813F-HRTimeline
Checchi Capital Advisers, LLC293,126$6.57M0.45%-3,00613F-HRTimeline
ABOUND FINANCIAL, LLC280,955$6.3M2.44%+24,36513F-HR/ATimeline
Detalus Advisors, LLC257,927$5.78M1.41%+20,96013F-HRTimeline
Portside Wealth Group, LLC257,574$5.77M0.78%+17,00513F-HRTimeline
RETIREMENT CAPITAL STRATEGIES250,812$5.62M2.08%+233,08813F-HRTimeline
TSFG, LLC244,076$5.47M0.82%+25,37113F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.241,932$5.42M0.4%+2,55513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC217,744$4.89M0.02%-1,14613F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC213,188$4.78M2.17%+7,83413F-HRTimeline
Drucker Wealth 3.0, LLC200,954$4.5M0.79%+10,09913F-HRTimeline
Waverly Advisors, LLC199,195$4.46M0.04%+19,73313F-HRTimeline
Western Wealth Management, LLC192,914$4.32M0.2%+18,50513F-HRTimeline
Collaborative Wealth Managment Inc.192,778$4.32M1.52%-61,95613F-HRTimeline
Boltwood Capital Management184,236$4.13M1.07%+27,55713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…179,023$4.01M<0.01%+16,47713F-HR/ATimelineGroup
Midwest Capital Advisors, LLC177,480$3.98M1.91%-2,19113F-HRTimeline
Mutual Advisors, LLC176,787$3.96M0.08%+4,85013F-HRTimeline
Integrated Wealth Concepts LLC166,098$3.72M0.04%-1,85213F-HRTimeline
Keystone Financial Group160,385$3.6M0.27%+6,32513F-HRTimeline
Visionary Wealth Advisors159,212$3.57M0.16%+9,21713F-HRTimeline
Valmark Advisers, Inc.154,664$3.47M0.04%+21,96013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC151,202$3.39M<0.01%new13F-HRTimelineGroup
Gladstone Institutional Advisory LLC151,047$3.39M0.13%+19,76313F-HRTimeline
West Wealth Group, LLC148,381$3.33M0.69%+7,43513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.138,412$3.1M<0.01%-122,00813F-HRTimelineGroup
Vise Technologies, Inc.132,595$2.97M0.06%+78,77513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC129,496$2.9M<0.01%+17,09713F-HRTimelineGroup
Q3 Asset Management128,601$2.88M0.66%new13F-HRTimeline
EHRLICH FINANCIAL GROUP127,656$2.86M1.63%+1,84013F-HRTimeline
Vertex Planning Partners, LLC125,589$2.82M0.65%+4,30013F-HRTimeline
Kingsview Wealth Management, LLC125,038$2.8M0.04%-242,32513F-HRTimeline
Spectrum Planning & Advisory Services I…123,279$2.76M1.42%-1,23113F-HRTimeline
Seed Wealth Management, Inc.123,110$2.76M1.9%-3,73013F-HRTimeline
Farther Finance Advisors, LLC122,939$2.76M0.03%+3,90213F-HRTimeline
Dynamic Advisor Solutions LLC121,064$2.71M0.09%+5,47813F-HRTimeline
RFG Advisory, LLC104,848$2.35M0.04%-175,83113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding100,124$2.26M+6,519Timeline
COMMONWEALTH EQUITY SERVICES, LLC96,193$2.16M<0.01%+14,29313F-HRTimeline
Alesco Advisors, LLC, An ESL Co96,070$2.15M0.06%+1,12013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS95,390$2.14M<0.01%new13F-HRTimeline
Redwood Financial Network Corp92,797$2.08M1.33%-8,01513F-HRTimeline
CacheTech Inc.82,475$1.85M0.34%-7,61013F-HRTimeline
Forefront Wealth Partners, LLC80,968$1.81M0.86%+22,00013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN80,763$1.81M<0.01%-69713F-HRTimelineGroup
Trilogy Capital Inc.78,814$1.77M0.08%+11,19113F-HRTimeline
PRIVATE TRUST CO NA78,779$1.77M0.15%+2,83113F-HRTimeline
SFG Wealth Management, LLC.72,993$1.64M0.64%013F-HRTimeline
Adams Wealth Management72,464$1.62M0.35%-7,52913F-HRTimeline
EWA, LLC64,919$1.46M0.36%+9,43313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…60,206$1.35M<0.01%-17,99213F-HRTimeline
Fort Point Capital Partners LLC58,350$1.32M0.16%+5,88913F-HRTimeline
Idaho Trust Co56,487$1.27M0.42%-7,50013F-HRTimeline
COMERICA BANK55,437$1.24M<0.01%-2,98213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA55,349$1.24M<0.01%-1,86213F-HRTimelineGroup
Strategic Blueprint, LLC55,311$1.24M0.07%-29,25713F-HRTimeline
Ashton Thomas Private Wealth, LLC51,820$1.16M0.03%-81713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management49,954$1.12M0.01%-4,66513F-HRTimelineGroup
Alliance Wealth Advisors, LLC /UT48,992$1.1M0.24%-7,98213F-HRTimeline
Independent Advisor Alliance47,836$1.07M0.03%+1,32413F-HRTimeline
Center For Asset Management LLC46,084$1.03M0.54%+21513F-HRTimeline
GUIDANCE CAPITAL, INC45,513$1.02M0.25%+56513F-HRTimeline
TMB Capital Partners, LLC42,996$964K0.33%13F-HRTimeline
Bell Investment Advisors, Inc42,897$962K0.15%-1,02013F-HRTimeline
HighPoint Advisor Group LLC40,050$898K0.02%new13F-HRTimeline
AE Wealth Management LLC39,692$890K0.01%-18,02813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…39,498$885K0.01%-10,60813F-HRTimelineGroup
JPL Wealth Management, LLC38,594$865K0.21%+3,08113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp38,120$854K<0.01%+31113F-HRTimelineGroup
Advisory Services Network, LLC37,181$833K0.01%013F-HRTimeline
Atria Investments, Inc37,082$831K0.01%+16613F-HRTimeline
Strategic Investment Advisors / MI36,998$829K0.07%+31,10513F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…36,852$826K0.17%13F-HRTimeline
Global Retirement Partners, LLC35,859$804K0.01%+4,07013F-HRTimeline
Belpointe Asset Management LLC35,672$800K0.03%+8,08413F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC35,323$792K0.66%13F-HRTimeline
Allworth Financial LP35,250$790K<0.01%-5,87413F-HRTimeline
Capital Investment Counsel, LLC34,691$778K0.11%-2,59013F-HRTimeline
Golden State Wealth Management, LLC33,640$754K0.08%+3,77813F-HRTimeline
NORDEN GROUP LLC31,701$711K0.07%-1,01713F-HRTimeline
Sharkey, Howes & Javer30,872$692K0.09%-15,00713F-HRTimeline
U.S. Capital Wealth Advisors, LLC29,780$668K0.02%-10,39013F-HRTimeline
&PARTNERS29,472$661K<0.01%+2,11313F-HRTimeline
PFG Advisors27,769$622K0.03%-98,31513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …27,473$616K0.01%+4,99113F-HRTimelineGroup
Hobbs Group Advisors, LLC27,108$608K0.18%-38513F-HRTimeline
WBH ADVISORY INC26,378$591K0.04%-32613F-HRTimeline
MML INVESTORS SERVICES, LLC25,489$571K<0.01%+2,67113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…24,933$560K<0.01%-1,11613F-HRTimelineGroup
True North Advisors, LLC24,680$553K0.07%new13F-HRTimeline
Cambridge Investment Research Advisors,…24,624$552K<0.01%-34813F-HRTimeline
Prime Capital Investment Advisors, LLC24,143$541K0.01%+4,27213F-HRTimeline
Financial Network Wealth Advisors LLC23,722$532K0.55%+1,69913F-HRTimeline
IFP Advisors, Inc23,375$524K0.01%-5,72513F-HRTimeline
MGO ONE SEVEN LLC23,027$516K0.01%-78313F-HRTimeline
Third View Private Wealth, LLC22,837$512K0.07%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC21,567$483K<0.01%-35813F-HRTimelineGroup
Bragg Financial Advisors, Inc21,433$480K0.02%-22213F-HRTimeline
Quantinno Capital Management LP20,930$469K<0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.20,315$455K0.02%+1,74613F-HRTimeline
Integrated Advisors Network LLC19,805$444K0.02%-89413F-HRTimeline
Archer Investment Management, LLC18,743$420K0.23%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC18,266$409K0.16%-160,47213F-HRTimeline
Wallace Advisory Group, LLC18,250$409K0.43%-80913F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC16,891$379K0.17%13F-HRTimeline
HRT FINANCIAL LP16,802$376K<0.01%new13F-HRTimeline
GK Wealth Management LLC15,811$354K0.26%-97613F-HRTimeline
FMR LLCin group FMR LLC15,733$353K<0.01%+6,87313F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC15,732$353K0.01%-67013F-HRTimelineGroup
Balefire, LLC15,672$351K0.07%+3,60313F-HRTimeline
TrueWealth Financial Partners14,962$335K0.28%new13F-HRTimeline
True Blue Financial, LLC14,962$335K0.28%13F-HRTimeline
FOSTER & MOTLEY INC14,874$333K0.02%013F-HRTimeline
Acropolis Investment Management, LLC14,825$332K0.01%+33013F-HRTimeline
Modera Wealth Management, LLC14,378$322K<0.01%-64313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,328$321K0.01%+3,36813F-HRTimelineGroup
WCG Wealth Advisors LLC13,237$297K0.01%new13F-HRTimeline
Columbus Macro, LLC13,201$296K0.03%-90613F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC12,997$291K0.07%-83213F-HRTimeline
WEDBUSH SECURITIES INC12,380$277K0.01%new13F-HRTimeline
Perennial Investment Advisors, LLC12,204$274K0.02%-8,13613F-HRTimeline
Legacy Advisory Services, LLC12,195$273K0.21%+18813F-HRTimeline
LOWE BROCKENBROUGH & CO INC12,000$269K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,979$269K<0.01%+8,46413F-HRTimelineGroup
Gateway Wealth Partners, LLC11,329$254K0.03%-57513F-HRTimeline
Diversified Enterprises, LLC10,839$243K0.01%013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC10,818$242K0.1%-10113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,764$241K<0.01%new13F-HR/ATimeline
HighTower Advisors, LLC10,582$237K<0.01%+81613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,341$232K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,273$230K<0.01%-54,22813F-HRTimelineGroup
Heritage Family Offices, LLP10,124$227K0.1%+76113F-HRTimeline
Astoria Portfolio Advisors LLC.9,645$220K0.05%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,702$217K<0.01%-1,17813F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,157$205K0.01%-46213F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC9,108$204K0.17%013F-HRTimeline
Sachetta, LLC8,585$192K0.11%-52213F-HRTimeline
Measured Wealth Private Client Group, L…6,044$135K0.04%+1,54013F-HRTimeline
HBW ADVISORY SERVICES LLC5,986$134K0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners5,932$133K0.02%013F-HRTimelineGroup
Arax Advisory Partners4,724$106K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,446$99.7K0.01%+2,03613F-HRTimeline
Qube Research & Technologies Ltd4,174$93.6K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,787$84.9K<0.01%013F-HRTimeline
Pacific Center for Financial Services3,103$69.6K0.02%013F-HRTimeline
CoreCap Advisors, LLC3,011$67.5K<0.01%+4213F-HRTimeline
Fourth Dimension Wealth, LLC2,970$66.6K0.02%-14613F-HRTimeline
Aptus Capital Advisors, LLC2,694$60.4K<0.01%-55913F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,590$58.1K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,579$57.8K<0.01%-2,67313F-HRTimelineGroup
GPS Wealth Strategies Group, LLC2,199$49.3K0.04%-56,09813F-HRTimeline
Root Financial Partners, LLC2,057$46.1K<0.01%-83013F-HRTimeline
NewEdge Advisors, LLC2,008$45K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,769$39.7K<0.01%-4413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,744$39.1K<0.01%013F-HRTimelineGroup
OPTIMA CAPITAL LLC1,586$35.6K0.02%new13F-HRTimeline
Crewe Advisors LLC1,564$35.1K<0.01%+76513F-HRTimeline
FAS Wealth Partners, Inc.1,552$34.8K<0.01%-19813F-HRTimeline
FINANCIAL CONSULATE, INC1,438$32.2K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.1,263$28.3K0.01%new13F-HRTimeline
Sound Income Strategies, LLC1,197$27K<0.01%+52013F-HRTimeline