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Disclosery

SPMD SPDR SERIES TRUST

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SHS (fund)

833 managers (843 13F filers) reported a position in SPMD shares at 2026-06-30, 246,985,146 shares in all. 76 filers opened a position and 40 filers sold out during the quarter.

Managers
833
13F filers
843
New
76
Added
360
Reduced
271
Sold out
40
Shares held by filers
246,985,146

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Creative Planningin group Creative Planning101,248,410$6.84B4%+4,607,25113F-HRTimelineGroup
Betterment LLC18,865,773$1.27B2.16%-1,333,52413F-HRTimeline
LPL Financial LLC13,456,379$909M0.2%+603,83513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,659,408$585M0.04%+6,727,60213F-HRTimelineGroup
Valmark Advisers, Inc.7,099,453$480M5.09%-115,83413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,004,627$338M+378,830Timeline
MORGAN STANLEYin group MORGAN STANLEY3,893,545$263M0.01%+95,83013F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.2,803,253$189M3.91%-20,20613F-HRTimelineGroup
Facet Wealth, Inc.2,636,343$178M2.55%+52,19713F-HRTimeline
First Command Advisory Services, Inc.2,038,889$138M0.82%+211,14613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,918,268$130M0.07%-30,21213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,735,549$117M-2,123,598Timeline
HighTower Advisors, LLC1,648,164$111M0.11%-348,79513F-HRTimeline
Koss-Olinger Consulting, LLC1,574,014$106M8.19%+510,67113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,535,784$104M0.12%+184,04513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,518,548$103M0.02%+74,25113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,492,239$101M0.56%+58,17113F-HRTimelineGroup
MASON STREET ADVISORS, LLC1,419,072$95.9M8.64%-142,89713F-HRTimeline
Hancock Prospecting Pty Ltd1,410,470$95.3M1.67%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,294,582$87.5M0.23%+455,77713F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,280,572$86.5M+48,754Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,223,685$82.7M0.02%+174,88613F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co1,215,987$82.2M3.5%-77,65013F-HRTimelineGroup
Cornerstone Wealth Management, LLC1,107,956$74.9M3.22%-8,16813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,050,971$71M0.01%+185,42613F-HRTimelineGroup
Auto-Owners Insurance Coin group Auto-Owners Insurance Co1,040,000$70.2M1.59%-290,00013F-HRTimelineGroup
GREENLEAF TRUST984,218$66.5M0.64%+82,61013F-HRTimeline
VICUS CAPITAL927,780$62.7M4.05%+11,61113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC920,576$62.2M0.01%-69613F-HRTimelineGroup
Composition Wealth, LLC908,750$61.4M0.72%+165,09913F-HRTimeline
Farther Finance Advisors, LLC892,359$60.3M0.47%+95,34213F-HRTimeline
HHM Wealth Advisors, LLC856,429$57.9M5.82%+42,05713F-HRTimeline
BOKF, NAin group BOKF, NA827,035$55.9M0.77%+1,63713F-HRTimelineGroup
JNBA Financial Advisors815,885$55.1M4.17%-35,39513F-HRTimeline
Private Advisor Group, LLC778,352$52.6M0.24%-67,87013F-HRTimeline
1900 WEALTH MANAGEMENT LLC774,635$52.3M2.91%+17,87513F-HRTimeline
Peterson Wealth Advisors, LLC748,284$50.6M5.97%+17,48813F-HRTimeline
AlphaStar Capital Management, LLC741,916$50.1M3.19%-65,73213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.740,863$50.1M0.79%+3,02513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.729,476$49.3M<0.01%+221,26613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO732,536$49.1M<0.01%+450,45713F-HRTimelineGroup
RKL Wealth Management LLC720,231$48.7M3.88%+40,79213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.703,911$47.6M0.28%+90,80713F-HRTimelineGroup
Impact Partnership Wealth, LLC687,948$46.5M4.52%+41,46913F-HRTimeline
OARSMAN CAPITAL, INC.642,059$43.4M4.59%+51,73113F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC714,469$42.3M7.28%-2,71913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…625,213$42.2M0.07%+224,52313F-HRTimelineGroup
Atlas Private Wealth Advisors559,902$37.8M8.28%+9,66413F-HRTimeline
Savant Capital, LLC595,107$37.7M0.11%+294,05513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…522,957$35.3M0.94%+23,53013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/514,000$34.7M0.03%-56,20013F-HRTimelineGroup
Dakota Wealth Management497,764$33.6M0.64%+94,97113F-HRTimeline
MML INVESTORS SERVICES, LLC491,126$33.2M0.07%+29,14913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP489,744$33.1M0.05%+9,17613F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP479,984$32.4M0.03%+395,07313F-HRTimelineGroup
Waverly Advisors, LLC478,595$32.3M0.19%+11,54313F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.467,183$31.6M1.9%-2,86013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC457,527$30.9M0.05%+14,35813F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC442,350$29.9M1.08%+20,28813F-HRTimelineGroup
Global Retirement Partners, LLC435,087$29.4M0.45%13F-HRTimeline
Financial Strategies Group, Inc.442,361$29.4M4.68%+12,51113F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.433,583$28.9M0.04%+142,30013F-HRTimelineGroup
Ellenbecker Investment Group421,419$28.5M3.31%+39,68713F-HRTimeline
Integrity Advisory Solutions, LLC407,945$27.6M2.84%+3,76613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC398,855$26.9M0.01%+35,46513F-HRTimelineGroup
First National Trust Co397,969$26.9M0.91%-8,85713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC390,075$26.4M0.03%+2,60413F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …385,267$26M1.24%-80313F-HRTimelineGroup
Octavia Wealth Advisors, LLC378,745$25.6M2.21%+13,82313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…378,182$25.6M0.04%-5,82313F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC370,105$25M2.58%+38,91113F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…357,197$24.1M0.19%-49,27113F-HRTimelineGroup
RESTON WEALTH MANAGEMENT LLC344,616$23.3M6.28%+2,52613F-HRTimeline
Marathon Strategic Advisors, LLC343,706$23.2M13.11%+16,99813F-HRTimeline
Geneos Wealth Management Inc.336,945$22.8M0.46%+10,74813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…498,535$22.6M0.04%-11,58713F-HRTimeline
Gladstone Institutional Advisory LLC333,055$22.5M0.71%+46,69013F-HRTimeline
Cetera Investment Advisers325,592$22M0.02%+50,99213F-HRTimeline
RFG Advisory, LLC325,572$22M0.34%-22,37813F-HRTimeline
Crews Bank & Trust317,015$21.4M2.8%-11,11813F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …307,321$20.8M3.37%13F-HRTimelineGroup
New Perspectives, Inc306,457$20.7M6.35%+14,03313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding304,971$20.6M-2,252Timeline
Shepherd Financial Partners LLC303,394$20.5M1.68%+7,55913F-HRTimeline
Alta Wealth Advisors LLC294,514$19.9M5.39%-13613F-HRTimeline
Allworth Financial LP292,169$19.7M0.08%-8,71413F-HRTimeline
Avior Wealth Management, LLC290,317$19.6M0.52%+3,91613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC273,796$18.5M0.23%+5,09513F-HRTimeline
Integrated Wealth Concepts LLC266,427$18M0.09%+99,95513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC265,663$17.9M0.06%+9,89713F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC258,787$17.5M0.69%+3,74913F-HRTimeline
Venture Visionary Partners LLC257,868$17.4M0.49%-7,60413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC257,591$17.4M<0.01%-3,13213F-HRTimelineGroup
Montz Harcus Wealth Management LLC257,179$17.4M6.18%+17,08413F-HRTimeline
Summit Trail Advisors, LLC255,712$17.3M0.22%-20,61613F-HRTimeline
Bensler, LLC247,497$16.7M1.48%+11,30113F-HRTimeline
Cascade Financial Partners, LLC247,468$16.7M1.45%+9,57913F-HRTimeline
SUN LIFE FINANCIAL INCin group SUN LIFE FINANCIAL INC238,587$16.1M0.83%-159,82313F-HRTimelineGroup
SageView Advisory Group, LLC236,358$16M0.52%+214,21413F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC229,878$15.5M6.41%+7,44513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC224,715$15.2M0.09%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC223,245$15.1M0.02%+106,98613F-HRTimeline
IAG Wealth Partners, LLC222,817$15.1M1.49%-6,85413F-HRTimeline
TPG Financial Advisors, LLC222,569$15M4.49%+1,68613F-HRTimeline
Mariner, LLCin group Mariner, LLC219,884$14.9M0.02%-84,53413F-HRTimelineGroup
WBH ADVISORY INC210,799$14.2M0.96%-1,06913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC209,980$14.2M0.1%+5,40213F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP208,139$14.1M3.21%-30,32813F-HRTimelineGroup
PSI Advisors, LLC207,189$14M3.25%+2,62713F-HRTimeline
Cambridge Investment Research Advisors,…206,473$13.9M0.03%+39,35713F-HR/ATimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC202,058$13.7M3.36%+9,09713F-HRTimeline
Beacon Pointe Advisors, LLC201,214$13.6M0.06%+12,14713F-HRTimeline
WRAPMANAGER INC198,631$13.4M4.2%-3,21513F-HRTimeline
FF Advisors,LLC191,508$12.9M4.85%+3,28813F-HRTimeline
Sanctuary Advisors, LLC185,267$12.5M0.06%+1,03013F-HRTimeline
NewEdge Advisors, LLC184,506$12.5M0.04%+1,92613F-HRTimeline
Western Wealth Management, LLC184,170$12.4M0.41%-32,26813F-HRTimeline
Louisiana State Employees Retirement Sy…183,100$12.4M0.18%+21,70013F-HR/ATimeline
Gradient Investments LLCin group Gradient Investments LLC175,260$11.8M0.16%+45,82113F-HRTimelineGroup
Lumbard & Kellner, LLC174,182$11.8M3.57%+1,59413F-HRTimeline
XY Planning Network, Inc.174,104$11.8M1.48%-5,17013F-HRTimeline
Warren Street Wealth Advisors, LLC172,640$11.7M2.63%+3,99813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding171,957$11.6M-2,627Timeline
Zhang Financial LLC170,413$11.5M0.34%-1,50613F-HRTimeline
NOTTINGHAM ADVISORS, INC.159,243$11.2M1.34%-2,77713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC165,486$11.2M0.03%013F-HRTimelineGroup
Collaborative Wealth Managment Inc.164,588$11.1M4.68%-10,48413F-HRTimeline
CGN Advisors LLC164,377$11.1M0.81%-5,04413F-HRTimeline
Windsor Capital Management, LLC157,413$10.6M2.76%-5,16513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth157,262$10.6M0.01%-65,82413F-HRTimelineGroup
NorthCrest Asset Manangement, LLC158,018$10.5M0.27%+59,60413F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.153,069$10.3M3.19%-35,80013F-HRTimeline
Berkeley Capital Partners, LLC152,978$10.3M2.13%+6,92713F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC151,413$10.2M2.11%-17,59413F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC150,364$10.2M0.12%+98,96913F-HRTimelineGroup
Private Wealth Group, LLC145,167$9.81M3.79%+17,05913F-HRTimeline
Wealthspire Advisors, LLC144,356$9.75M0.05%-6,77213F-HRTimeline
RETIREMITTEN FINANCIAL LLC144,168$9.74M4.11%+7,53813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP141,684$9.57M<0.01%+3,79413F-HRTimelineGroup
Millington Financial Advisors, LLC143,428$9.49M3.73%+3,77113F-HRTimeline
KWB Wealth139,488$9.42M0.81%+17,13213F-HRTimeline
Morrissey Wealth Management, LLC145,749$9.37M5.9%13F-HRTimeline
Carnegie Investment Counsel137,400$9.28M0.19%+4,63713F-HRTimeline
IHT Wealth Management, LLC137,072$9.26M0.2%+2,93113F-HRTimeline
BOK Financial Private Wealth, Inc.136,530$9.22M0.47%-6,00813F-HRTimeline
Orion Porfolio Solutions, LLC131,050$8.85M0.07%-80113F-HRTimeline
INSPIRE TRUST CO, N.A.130,612$8.82M1.21%013F-HRTimeline
Chicago Partners Investment Group LLC133,388$8.82M0.18%+5,62813F-HRTimeline
AlphaCore Capital LLC130,423$8.81M0.16%-6,79213F-HRTimeline
AF Advisors, Inc.128,000$8.65M4.25%013F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC123,123$8.32M2.22%+1,98013F-HRTimeline
FLOW TRADERS U.S. LLC121,526$8.21M0.34%+67,70013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP118,600$8.01M0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC117,507$7.94M0.07%-2,97313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC117,044$7.91M0.14%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP117,806$7.86M<0.01%+15,04513F-HRTimelineGroup
ABOUND FINANCIAL, LLC116,316$7.86M3.13%-97813F-HRTimeline
CarsonAllaria Wealth Management, Ltd.115,961$7.83M3.39%+10,92713F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding115,212$7.78M+41,275Timeline
ODonnell Financial Services, LLC111,806$7.55M2.22%+8,83713F-HRTimeline
Resonant Capital Advisors, LLC111,770$7.55M0.36%+5,07413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC108,925$7.36M0.14%+1,57413F-HRTimeline
Bill Few Associates, Inc.107,104$7.24M1.55%+2,81513F-HRTimeline
Modera Wealth Management, LLC106,893$7.22M0.08%+28513F-HRTimeline
Quantinno Capital Management LP106,538$7.2M0.01%+3,02813F-HRTimeline
Arete Wealth Advisors, LLC105,895$7.15M0.47%+76,84313F-HR/ATimeline
Addison Capital Co105,712$7.14M1.17%+2,74213F-HRTimeline
PECAUT & CO.105,452$7.12M2.17%-54913F-HRTimeline
HARBOUR INVESTMENTS, INC.105,431$7.12M0.1%+4,67913F-HRTimeline
Up Capital Management, Inc.104,595$7.07M5.47%+31,58513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC104,209$7.04M0.38%+3,08213F-HRTimeline
Arkadios Wealth Advisors103,795$7.01M0.11%-59413F-HRTimeline
Aptus Capital Advisors, LLC99,737$6.74M0.05%+15,64313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding98,558$6.66M-21,930Timeline
Jacksonville Wealth Management, LLC98,537$6.66M3.77%+7,68813F-HRTimeline
CVFG LLC98,382$6.65M0.7%-23213F-HRTimeline
Advance Capital Management, Inc.98,368$6.65M0.21%+1,59213F-HRTimeline
First PREMIER Bank98,070$6.63M1.07%new13F-HRTimeline
HighPoint Advisor Group LLC96,691$6.53M0.23%+8,01913F-HRTimeline
Financial Engines Advisors L.L.C.94,662$6.4M0.01%-1,81613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding94,607$6.39M+4,650Timeline
Wealth Advisory Solutions, LLC93,474$6.32M1.3%+4,14313F-HRTimeline
Ausdal Financial Partners, Inc.92,979$6.28M0.25%+47813F-HRTimeline
PINKERTON WEALTH, LLC102,672$6.08M0.52%-4,15113F-HRTimeline
Register Financial Advisors LLC88,790$6M1.84%+51913F-HRTimeline
GeoWealth Management, LLC87,462$5.91M0.19%-3,76413F-HRTimeline
IFG Advisory, LLC86,842$5.87M0.21%new13F-HRTimeline
Robinswood Financial LLC85,604$5.78M1.66%+8,91613F-HRTimeline
TRUEFG, LLC84,928$5.74M1.34%+1,39113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC84,917$5.74M0.22%+1,13213F-HRTimeline
True Freedom Investing, LLC96,433$5.71M0.45%-2,09913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP83,729$5.66M0.01%+26413F-HRTimelineGroup
Stewardship Advisors, LLC82,890$5.6M1.16%-115,62013F-HRTimeline
AE Wealth Management LLC80,847$5.46M0.03%+7,34713F-HRTimeline
FORONJY FINANCIAL LLC80,146$5.41M1.99%+9,57113F-HRTimeline
TOP Private Wealth LLC.79,919$5.4M5.18%13F-HRTimeline
Pachira Investments Inc.79,477$5.37M2.03%-4,96613F-HRTimeline
VISTA INVESTMENT MANAGEMENT78,154$5.28M1.59%-58113F-HRTimeline
Tradewinds Capital Management, LLC77,891$5.26M0.94%+6,86813F-HRTimeline
World Investment Advisors86,560$5.17M0.09%-25113F-HRTimeline