SPMB SPDR SERIES TRUST
FollowSHS (fund)
Filings received so far for Q3 2026: 13 13F filers report a position in SPMB shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 3,301,336 | $69.8M | 1.17% | -69,165 | 13F-HRTimeline |
| CX Institutional | 1,791,424 | $37.9M | 1.03% | -944,141 | 13F-HRTimeline |
| Boltwood Capital Management | 248,177 | $5.25M | 1.18% | +24,454 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 129,726 | $2.74M | 0.02% | +2,581 | 13F-HRTimeline |
| Balefire, LLC | 19,017 | $402K | 0.06% | -932 | 13F-HRTimeline |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 13,973 | $295K | 0.06% | +1,260 | 13F-HRTimeline |
| GK Wealth Management LLC | 13,683 | $289K | 0.16% | -488 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 2,969 | $62.8K | <0.01% | 0 | 13F-HRTimeline |
| ARMSTRONG ADVISORY GROUP, INC | 811 | $17.1K | <0.01% | new | 13F-HRTimeline |
| TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP | 567 | $12K | <0.01% | new | 13F-HRTimelineGroup |
| MJT & Associates Financial Advisory Gro… | 292 | $6.17K | <0.01% | 0 | 13F-HRTimeline |
| EASTERN BANK | 180 | $3.81K | <0.01% | 0 | 13F-HRTimeline |
| Planning Strategies Inc. | 35 | $740 | <0.01% | 0 | 13F-HRTimeline |