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Disclosery

SPMB SPDR SERIES TRUST

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SHS (fund)

241 managers (243 13F filers) reported a position in SPMB shares at 2026-03-31, 285,811,732 shares in all. 29 filers opened a position and 32 filers sold out during the quarter.

Managers
241
13F filers
243
New
29
Added
105
Reduced
74
Sold out
32
Shares held by filers
285,811,732

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.188,312,251$4.22B8.56%-450,48513F-HRTimeline
LPL Financial LLC23,426,337$525M0.14%+3,187,36713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,861,710$176M0.16%+258,77813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,426,504$144M1.43%+307,32413F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP6,291,307$141M<0.01%+1,271,12513F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC3,853,493$86.3M1.34%-406,52513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,476,902$77.8M0.02%+67,03213F-HR/ATimelineGroup
CX Institutional2,672,691$59.8M1.83%+21,94913F-HRTimeline
CWM, LLCin group CWM, LLC2,413,888$54M0.14%+78,02413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,183,078$48.9M<0.01%+135,39113F-HRTimelineGroup
Advisory Alpha, LLC2,167,242$48.5M1.33%-89,29413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,891,983$42.4M<0.01%+101,32313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,813,363$40.6M0.08%+71,38113F-HRTimelineGroup
Compton Financial Group, LLC1,762,070$39.5M8.72%-336,16913F-HRTimeline
Independent Advisor Alliance1,551,453$34.7M0.37%+1,503,61713F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI1,482,295$33.2M0.26%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,348,194$30.1M<0.01%+195,29913F-HR/ATimelineGroup
Financial Plan, Inc.1,271,622$28.5M3.05%+233,76213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,075,176$24.1M0.04%+43,60913F-HRTimelineGroup
FINANCIAL LIFE ADVISORS1,041,380$23.3M7.26%+88,21813F-HRTimeline
Sanctuary Advisors, LLC1,001,879$22.4M0.12%+26,63113F-HRTimeline
Leicht Financial Planning & Wealth Mana…916,363$20.5M9.31%-9113F-HRTimeline
ALTFEST L J & CO INC862,594$19.3M2.07%+9,61513F-HRTimeline
Gibbs Wealth Management843,445$18.9M2.49%+386,99313F-HRTimeline
Gladstone Institutional Advisory LLC822,025$18.4M0.68%+670,97813F-HRTimeline
93 Financial Group, LLC779,674$17.5M7.78%+23,20013F-HRTimeline
Cetera Investment Advisers768,195$17.2M0.02%+217,39713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC686,198$15.4M0.61%+30,52113F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC674,477$15.1M1.69%-69713F-HRTimeline
Summit Financial, LLC672,888$15.1M0.19%new13F-HRTimeline
Collier Financial628,359$14.1M10.73%+7,20513F-HRTimeline
Stokes Family Office, LLC602,665$13.5M1.39%-24,32313F-HRTimeline
Private Advisory Group LLC587,175$13.1M0.91%new13F-HRTimeline
Tidemark, LLC582,067$13M3.31%+48,81713F-HRTimeline
Private Advisor Group, LLC553,135$12.4M0.06%-33,86113F-HRTimeline
Mariner, LLCin group Mariner, LLC462,734$10.4M0.01%-10,95213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.436,553$9.79M0.06%+9,08613F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.422,572$9.46M0.11%-343,47013F-HRTimelineGroup
Certified Advisory Corp415,543$9.3M0.83%+15,45613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC390,465$8.74M0.38%-75,75413F-HRTimeline
Chesapeake Wealth Management316,789$7.09M2.18%+10,54413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC305,628$6.84M<0.01%-16,88913F-HRTimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.304,484$6.82M0.5%+62,55213F-HRTimelineGroup
Detalus Advisors, LLC279,659$6.26M1.43%+21,73213F-HRTimeline
Portside Wealth Group, LLC267,523$5.99M0.81%+9,94913F-HRTimeline
ABOUND FINANCIAL, LLC266,628$5.97M2.61%-14,32713F-HRTimeline
TSFG, LLC247,538$5.54M0.84%+3,46213F-HRTimeline
Clearwater Capital Advisors, LLC236,435$5.29M0.43%-97,59213F-HRTimeline
Checchi Capital Advisers, LLC223,175$5M0.34%-69,95113F-HRTimeline
Mutual Advisors, LLC217,259$4.86M0.1%+40,47213F-HRTimeline
Midwest Capital Advisors, LLC210,909$4.72M2.21%+33,42913F-HRTimeline
Waverly Advisors, LLC210,632$4.72M0.04%+11,43713F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC210,420$4.71M2.08%-2,76813F-HRTimeline
Integrated Wealth Concepts LLC206,116$4.61M0.04%+40,01813F-HRTimeline
Drucker Wealth 3.0, LLC204,701$4.58M0.8%+3,74713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…204,152$4.57M<0.01%+25,12913F-HRTimelineGroup
Boltwood Capital Management202,063$4.52M1.15%+17,82713F-HRTimeline
Western Wealth Management, LLC189,261$4.24M0.16%-3,65313F-HR/ATimeline
Valmark Advisers, Inc.174,263$3.9M0.05%+19,59913F-HRTimeline
Keystone Financial Group171,707$3.84M0.26%+11,32213F-HRTimeline
Visionary Wealth Advisors163,560$3.66M0.16%+4,34813F-HRTimeline
West Wealth Group, LLC158,721$3.55M0.7%+10,34013F-HRTimeline
Vertex Planning Partners, LLC138,786$3.11M0.6%+13,19713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.137,196$3.07M<0.01%-1,21613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding132,931$2.98M-230,826Timeline
Vise Technologies, Inc.132,595$2.97M0.06%013F-HRTimeline
EHRLICH FINANCIAL GROUP131,490$2.94M1.69%+3,83413F-HRTimeline
Farther Finance Advisors, LLC129,862$2.9M0.03%+6,92313F-HRTimeline
Spectrum Planning & Advisory Services I…128,424$2.88M1.42%+5,14513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding124,921$2.8M+115,219Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC123,948$2.78M<0.01%-5,54813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC122,607$2.75M<0.01%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC122,455$2.74M0.09%+1,39113F-HRTimeline
Kingsview Wealth Management, LLC119,021$2.66M0.04%-6,01713F-HRTimeline
Seed Wealth Management, Inc.118,560$2.65M1.83%-4,55013F-HRTimeline
CacheTech Inc.106,495$2.38M0.46%+24,02013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS103,264$2.31M<0.01%+7,87413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding99,734$2.22M-390Timeline
Alesco Advisors, LLC, An ESL Co96,070$2.15M0.05%013F-HRTimeline
Adams Wealth Management96,061$2.15M0.47%+23,59713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC94,559$2.12M<0.01%-1,63413F-HRTimeline
Forefront Wealth Partners, LLC89,161$2M0.84%+8,19313F-HRTimeline
Archer Investment Management, LLC87,193$1.95M0.82%+68,45013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV86,650$1.94M<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN85,535$1.92M<0.01%+4,77213F-HR/ATimelineGroup
PRIVATE TRUST CO NA85,485$1.91M0.17%+6,70613F-HRTimeline
EWA, LLC82,323$1.84M0.42%+17,40413F-HRTimeline
Marks Group Wealth Management, Inc76,687$1.72M0.17%new13F-HRTimeline
Collaborative Wealth Managment Inc.75,272$1.69M0.78%-117,50613F-HRTimeline
Amundiin group Amundi74,057$1.66M<0.01%new13F-HRTimelineGroup
KINTRA WEALTH, LLC67,534$1.51M0.11%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA59,736$1.34M<0.01%+4,38713F-HRTimelineGroup
Fort Point Capital Partners LLC59,276$1.33M0.17%+92613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…57,245$1.28M<0.01%new13F-HRTimelineGroup
JPL Wealth Management, LLC57,181$1.28M0.29%+18,58713F-HR/ATimeline
Strategic Blueprint, LLC55,390$1.24M0.07%+7913F-HRTimeline
RFG Advisory, LLC52,512$1.18M0.02%-52,33613F-HRTimeline
Idaho Trust Co51,067$1.14M0.37%-5,42013F-HRTimeline
Center For Asset Management LLC50,874$1.14M0.57%+4,79013F-HRTimeline
Advisory Services Network, LLC49,708$1.11M0.01%+12,52713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management48,367$1.08M0.01%-1,58713F-HRTimelineGroup
Integrated Advisors Network LLC47,929$1.07M0.06%+28,12413F-HRTimeline
Belpointe Asset Management LLC46,580$1.04M0.04%+10,90813F-HRTimeline
TMB Capital Partners, LLC44,940$1.01M0.34%+1,94413F-HRTimeline
Ashton Thomas Private Wealth, LLC44,653$1000K0.02%-7,16713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…44,400$994K<0.01%-15,80613F-HRTimeline
Bell Investment Advisors, Inc40,318$903K0.14%-2,57913F-HRTimeline
Trilogy Capital Inc.40,101$898K0.04%-38,71313F-HRTimeline
HighPoint Advisor Group LLC40,045$897K0.04%-513F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC39,907$894K0.74%+4,58413F-HRTimeline
Strategic Investment Advisors / MI39,476$883K0.06%+2,47813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp38,045$852K<0.01%-7513F-HRTimelineGroup
Atria Investments, Inc37,614$842K0.01%+53213F-HRTimeline
Alliance Wealth Advisors, LLC /UT37,224$833K0.18%-11,76813F-HRTimeline
Allworth Financial LP35,646$798K<0.01%+39613F-HRTimeline
AE Wealth Management LLC35,137$787K<0.01%-4,55513F-HRTimeline
&PARTNERS33,162$742K<0.01%+3,69013F-HRTimeline
NORDEN GROUP LLC32,102$719K0.07%+40113F-HRTimeline
Capital Investment Counsel, LLC32,061$718K0.1%-2,63013F-HRTimeline
Gateway Wealth Partners, LLC30,701$687K0.03%+19,37213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…29,933$670K<0.01%-9,56513F-HRTimelineGroup
Golden State Wealth Management, LLC29,548$662K0.07%-4,09213F-HRTimeline
MML INVESTORS SERVICES, LLC28,936$648K<0.01%+3,44713F-HRTimeline
CMC Financial Group28,241$632K1.28%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …27,920$625K0.01%+44713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC27,165$608K<0.01%-190,57913F-HRTimelineGroup
Hobbs Group Advisors, LLC27,136$608K0.18%+2813F-HRTimeline
Cambridge Investment Research Advisors,…26,673$597K<0.01%+2,04913F-HRTimeline
WBH ADVISORY INC26,380$589K0.04%+213F-HRTimeline
Financial Network Wealth Advisors LLC26,163$586K0.6%+2,44113F-HRTimeline
OLD MISSION CAPITAL LLC25,680$575K0.01%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…24,948$559K<0.01%+1513F-HRTimelineGroup
Prime Capital Investment Advisors, LLC24,878$557K0.01%+73513F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC24,517$549K6.16%new13F-HRTimeline
Bragg Financial Advisors, Inc23,794$533K0.02%+2,36113F-HRTimeline
PFG Advisors23,509$526K0.03%-4,26013F-HRTimeline
MGO ONE SEVEN LLC23,284$521K0.01%+25713F-HRTimeline
Sharkey, Howes & Javer22,524$504K0.07%-8,34813F-HRTimeline
Balefire, LLC22,324$500K0.09%+6,65213F-HRTimeline
Quantinno Capital Management LP20,930$469K<0.01%013F-HRTimeline
Third View Private Wealth, LLC20,558$460K0.06%-2,27913F-HRTimeline
U.S. Capital Wealth Advisors, LLC19,575$438K0.01%-10,20513F-HRTimeline
Ausdal Financial Partners, Inc.19,571$438K0.02%-74413F-HRTimeline
HOWARD BAILEY SECURITIES, LLC18,055$404K0.17%-21113F-HRTimeline
True Blue Financial, LLC17,806$399K0.31%+2,84413F-HRTimeline
FMR LLCin group FMR LLC17,681$396K<0.01%+1,94813F-HRTimelineGroup
IFP Advisors, Inc16,850$377K0.01%-6,52513F-HRTimeline
Wallace Advisory Group, LLC16,713$374K0.4%-1,53713F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC16,516$371K0.16%-37513F-HRTimeline
Modera Wealth Management, LLC15,994$358K<0.01%+1,61613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP15,832$351K<0.01%+3,85313F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,107$338K0.01%+77913F-HRTimelineGroup
Acropolis Investment Management, LLC14,825$332K0.01%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC14,391$322K0.01%-1,34113F-HRTimelineGroup
FOSTER & MOTLEY INC13,374$299K0.02%-1,50013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC13,203$296K0.07%+20613F-HRTimeline
WEDBUSH SECURITIES INC12,979$291K0.01%+59913F-HRTimeline
HighTower Advisors, LLC12,785$286K<0.01%+2,20313F-HRTimeline
Columbus Macro, LLC12,651$283K0.03%-55013F-HRTimeline
XY Planning Network, Inc.12,331$275K0.04%new13F-HRTimeline
HRT FINANCIAL LP12,288$275K<0.01%-4,51413F-HRTimeline
Perennial Investment Advisors, LLC12,257$274K0.02%+5313F-HRTimeline
LOWE BROCKENBROUGH & CO INC12,000$269K0.01%013F-HRTimeline
Diversified Enterprises, LLC11,669$261K0.01%+83013F-HRTimeline
LexAurum Advisors, LLC11,574$259K0.03%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,341$230K<0.01%013F-HRTimeline
Foundations Investment Advisors, LLC10,117$227K<0.01%new13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC9,657$216K0.09%-1,16113F-HRTimeline
Hibernia Wealth Partners, LLC9,517$213K0.06%new13F-HRTimeline
Astoria Portfolio Advisors LLC.9,425$211K0.05%-22013F-HRTimeline
Heritage Family Offices, LLP9,363$210K0.09%-76113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,304$208K0.01%+14713F-HRTimelineGroup
JOURNEY RETIREMENT PLANNING & INVESTMEN…9,139$205K0.18%-27,71313F-HRTimeline
Barnes Wealth Management Group, Inc9,128$204K0.1%new13F-HRTimeline
Sachetta, LLC8,646$194K0.1%+6113F-HRTimeline
KM Capital Management Ltd.7,294$162K0.11%new13F-HRTimeline
Measured Wealth Private Client Group, L…5,913$132K0.04%-13113F-HRTimeline
Arax Advisory Partners3,909$87.5K<0.01%-81513F-HRTimeline
Steward Partners Investment Advisory, L…3,787$84.8K<0.01%013F-HRTimeline
Pacific Center for Financial Services3,103$69.5K0.02%013F-HRTimeline
NewEdge Advisors, LLC3,010$67.4K<0.01%+1,00213F-HR/ATimeline
CoreCap Advisors, LLC2,969$66.5K<0.01%-4213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,944$65.9K<0.01%+2,07713F-HRTimelineGroup
Fourth Dimension Wealth, LLC2,943$65.9K0.02%-2713F-HRTimeline
Aptus Capital Advisors, LLC2,694$60.3K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG2,090$46.8K<0.01%new13F-HRTimelineGroup
Root Financial Partners, LLC2,075$46.5K<0.01%+1813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,970$44.1K<0.01%-60913F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,946$43.6K<0.01%-2,50013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,744$39K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,552$34.7K<0.01%-21713F-HRTimeline
FINANCIAL CONSULATE, INC1,438$32.2K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.1,271$28.4K0.01%new13F-HRTimeline
Kingdom Financial Group LLC.1,271$28.4K0.01%+813F-HRTimeline
Sound Income Strategies, LLC1,042$23.3K<0.01%-15513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,016$22.7K0.01%-6913F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST1,000$22.4K0.01%13F-HRTimeline
Triumph Capital Management984$22K<0.01%+1513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC861$19.3K<0.01%+10713F-HRTimelineGroup
FAS Wealth Partners, Inc.763$17.1K<0.01%-78913F-HRTimeline