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Disclosery

SPMD SPDR SERIES TRUST

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SHS (fund)

834 managers (844 13F filers) reported a position in SPMD shares at 2026-06-30, 247,119,459 shares in all. 76 filers opened a position and 40 filers sold out during the quarter.

Managers
834
13F filers
844
New
76
Added
360
Reduced
271
Sold out
40
Shares held by filers
247,119,459

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
World Investment Advisors86,560$5.17M0.09%-25113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…75,960$5.13M0.04%+37,37513F-HRTimelineGroup
Manhattan West Asset Management, LLC75,776$5.12M0.85%+1,09113F-HRTimeline
ArborFi Advisors, LLC74,102$5.01M3.63%+64813F-HRTimeline
Mayflower Financial Advisors, LLC73,748$4.98M0.43%-41713F-HRTimeline
Capital Investment Advisory Services, L…72,981$4.93M0.3%+7,13113F-HRTimeline
Pure Financial Advisors, LLC72,858$4.92M0.06%-64313F-HRTimeline
Signal Advisors Wealth, LLC72,202$4.88M0.26%+15,51713F-HRTimeline
Luken Investment Analytics, LLC71,712$4.84M1.69%+17,27113F-HRTimeline
Jacobi Capital Management LLC70,343$4.75M0.23%+8,25313F-HRTimeline
Atlanta Consulting Group Advisors, LLC70,329$4.75M0.75%+113F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.68,863$4.65M1.54%+3,34013F-HRTimeline
Syntegra Private Wealth Group, LLC68,313$4.62M0.36%-1,39713F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …68,100$4.6M<0.01%+1,20013F-HRTimelineGroup
Benchmark Financial, LLC68,015$4.6M3.74%-1,36513F-HRTimeline
Summit Financial, LLC66,787$4.51M0.05%+1,99313F-HRTimeline
Compass Wealth Management LLC66,090$4.47M0.84%-7,60213F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.65,756$4.44M2.11%+9,45913F-HRTimeline
Aspetuck Financial Management LLC63,723$4.31M2.53%+10613F-HRTimeline
Lynx Investment Advisory63,180$4.27M1.4%+41713F-HRTimeline
G&S Capital LLC62,931$4.25M1.23%-81113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…61,692$4.17M<0.01%+25113F-HRTimelineGroup
Financial Solutions Advisory Group, Inc.62,355$4.14M0.52%-80913F-HRTimeline
CHEMUNG CANAL TRUST CO60,994$4.12M0.76%013F-HRTimeline
Post Resch Tallon Group Inc.60,612$4.09M2.83%-3313F-HRTimeline
National Wealth Management Group, LLC59,856$4.04M1.25%+42,40813F-HRTimeline
Simplicity Wealth,LLC59,567$4.02M0.14%+5,61513F-HRTimeline
Zinnia Wealth Advisory, LLC59,526$4.02M4.1%-3,35913F-HRTimeline
Kagan Cocozza Asset Management57,678$3.9M2.44%-23313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC57,041$3.85M0.09%+5,21913F-HRTimelineGroup
Fiduciary Group, LLC57,026$3.85M0.3%+3,50313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp56,554$3.82M<0.01%+7,70713F-HRTimelineGroup
Atria Investments, Inc56,386$3.81M0.04%+63613F-HRTimeline
United Asset Strategies, Inc.56,282$3.8M0.27%+3,14013F-HRTimeline
Perennial Investment Advisors, LLC55,762$3.77M0.25%+41613F-HRTimeline
Walkner Condon Financial Advisors LLC54,824$3.7M0.43%+2,18313F-HRTimeline
Capital Investment Management, Inc.54,711$3.7M1.13%+37713F-HRTimeline
MONECO ADVISORS, LLC53,314$3.6M0.22%+7,16713F-HRTimeline
NovaPoint Capital, LLC53,272$3.6M0.75%+45213F-HRTimeline
IFP Advisors, Inc53,255$3.6M0.06%+5,17613F-HRTimeline
&PARTNERS53,087$3.59M0.01%+1,59213F-HRTimeline
POWER WEALTH MANAGEMENT LLC52,354$3.54M1.22%+93413F-HRTimeline
Crestwood Advisors Group, LLC52,305$3.53M0.05%-65113F-HRTimeline
FMR LLCin group FMR LLC52,255$3.53M<0.01%+9,88913F-HRTimelineGroup
Aspire Private Capital, LLC51,774$3.5M0.72%-1,90413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC51,605$3.49M0.22%+8713F-HRTimeline
Tandem Investment Partners LLC51,340$3.47M2.67%+1,13013F-HRTimeline
STEVENS CAPITAL PARTNERS50,987$3.44M0.66%-20213F-HRTimeline
ARQ WEALTH ADVISORS, LLC51,859$3.44M0.43%-11,19813F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…50,339$3.4M0.37%+9,51713F-HRTimelineGroup
Breakwater Capital Group50,245$3.39M0.41%+3,83913F-HRTimeline
Vestmark Advisory Solutions, Inc.50,206$3.39M0.03%013F-HRTimeline
AdvisorNet Financial, Inc49,971$3.38M0.15%-42313F-HRTimeline
Retirement Planning Group, LLC49,576$3.35M0.09%-1,47713F-HRTimeline
Gotham Asset Management, LLC48,879$3.3M0.01%013F-HRTimeline
Destiny Capital Corp/CO48,662$3.29M1.53%-50813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC48,150$3.25M0.02%+36,62013F-HRTimeline
Alesco Advisors, LLC, An ESL Co48,013$3.24M0.07%-19413F-HRTimeline
Shum Financial Group, Inc.47,975$3.24M1.95%+40213F-HRTimeline
Range Financial Group LLC47,723$3.22M0.88%-64513F-HRTimeline
Luminist Capital LLC46,687$3.15M3.55%-6,94213F-HRTimeline
Carroll Advisory Group, LLC46,616$3.15M1.03%+1313F-HRTimeline
Golden State Wealth Management, LLC45,932$3.1M0.28%-1,18413F-HRTimeline
Modern Wealth Management, LLC45,709$3.09M0.04%+8,81713F-HRTimeline
Hibernia Wealth Partners, LLC45,633$3.08M1.67%-40,79213F-HRTimeline
Intrua Financial, LLC45,239$3.06M0.29%-79113F-HRTimeline
Nadler Financial Group, Inc.44,428$3M0.25%+22,52813F-HRTimeline
Towercrest Capital Management43,507$2.94M0.41%-45113F-HRTimeline
Sterling Investment Advisors, Ltd.43,359$2.93M0.49%-4813F-HRTimeline
Kohmann Bosshard Financial Services, LLC43,219$2.92M0.25%-95413F-HRTimeline
SEMITAM BONAM LLC43,106$2.91M2.14%+89113F-HRTimeline
21 West Wealth Management LLC42,238$2.85M2.44%-15613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding41,540$2.81M+3,057Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC40,963$2.77M0.03%+21,11013F-HRTimelineGroup
Saxony Capital Management, LLC40,302$2.72M1.25%+23,08013F-HRTimeline
SIMA Wealth Partners, LLC40,008$2.7M1.92%+1,65213F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC39,302$2.66M0.25%+82413F-HRTimeline
Financial Enhancement Group LLC39,204$2.65M0.32%+1,62913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC39,058$2.64M0.26%-79413F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC37,726$2.55M0.02%-84,46513F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC37,012$2.5M0.8%-74813F-HRTimeline
HANSEATIC MANAGEMENT SERVICES INC36,884$2.49M1.83%-1,01713F-HRTimeline
S.A. Mason LLC36,783$2.49M0.76%+11813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC35,979$2.43M0.1%+25,41413F-HRTimeline
Crescent Grove Advisors, LLC35,678$2.41M0.2%+1,00913F-HRTimeline
Midwest Financial Network, LLC34,472$2.33M1.59%+5,40713F-HRTimeline
Wealthquest Corp34,334$2.32M0.15%-2,29213F-HRTimeline
Cresset Asset Management, LLC33,930$2.29M0.01%+2,35813F-HRTimeline
Glen Eagle Advisors, LLC33,790$2.28M0.29%+47213F-HRTimeline
Alliance Wealth Management Group33,759$2.28M0.44%-1,05513F-HRTimeline
Orange Investment Advisors, Inc.33,727$2.28M0.28%+21213F-HRTimeline
J.W. COLE ADVISORS, INC.32,996$2.23M0.04%+1,10113F-HRTimeline
RAINIER FAMILY WEALTH INC32,695$2.21M1.26%+1,47613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…32,481$2.19M0.04%+22,36513F-HRTimelineGroup
Meridian Financial Advisors, LLC32,034$2.16M1.04%+51413F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT31,035$2.1M0.03%+2,59113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/30,675$2.07M<0.01%+5,79713F-HRTimelineGroup
Raleigh Capital Management Inc.29,918$2.02M0.65%+313F-HRTimeline
Independent Advisor Alliance29,540$2M0.05%-307,88113F-HRTimeline
Breachway Investments LLC29,468$1.99M3%-29,52813F-HRTimeline
Roundview Capital LLC29,462$1.99M0.11%+3,45913F-HRTimeline
Virtue Capital Management, LLC29,308$1.98M0.26%+4,06813F-HRTimeline
Transcendent Capital Group LLC29,240$1.98M0.77%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.29,160$1.97M0.22%-27113F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS29,064$1.96M<0.01%-11,06913F-HRTimeline
Rossby Financial, LCC28,969$1.96M0.36%-95513F-HRTimeline
Downshift Financial, LLC28,928$1.95M0.89%+59313F-HRTimeline
SG Americas Securities, LLC28,575$1.93M<0.01%new13F-HRTimeline
Key Financial Inc28,563$1.93M0.32%-94713F-HRTimeline
Symphony Financial, Ltd. Co.28,726$1.93M0.21%-1,38813F-HRTimeline
WADDELL & ASSOCIATES, LLC28,299$1.91M0.09%-80813F-HRTimeline
Kelman-Lazarov, Inc.28,083$1.9M0.25%-4213F-HRTimeline
Advisory Services Network, LLC27,769$1.88M0.02%+7,07713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC27,711$1.87M<0.01%+23,05113F-HRTimelineGroup
Kingsview Wealth Management, LLC27,644$1.87M0.02%-68013F-HRTimeline
Advisor Resource Council27,518$1.85M0.62%+913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV27,332$1.85M<0.01%+12,19413F-HR/ATimeline
TWO SIGMA SECURITIES, LLC27,039$1.83M0.16%-8,33713F-HRTimeline
Caitlin John, LLC26,940$1.82M1%+15,68113F-HRTimeline
TKG Advisors, LLC26,918$1.82M0.63%+66913F-HRTimeline
L2 Asset Management, LLC26,887$1.82M0.19%-4,70113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC26,764$1.81M2.81%+14713F-HRTimeline
Summit Investment Advisory Services, LLC26,715$1.8M0.45%-1,40513F-HRTimeline
Coppell Advisory Solutions LLC5,179$1.79M0.19%new13F-HRTimeline
Vise Technologies, Inc.26,380$1.78M0.02%+8,94213F-HRTimeline
Inman Jager Wealth Management, LLC26,326$1.78M0.95%+1,62713F-HRTimeline
Belpointe Asset Management LLC26,293$1.78M0.06%-3613F-HRTimeline
Cavalier Investments, LLC26,284$1.78M0.65%-3,25513F-HRTimeline
CENTAURUS FINANCIAL, INC.25,948$1.75M0.07%+14,44113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding26,014$1.73M+15,069Timeline
Merit Financial Group, LLC25,553$1.73M0.01%+3,73113F-HR/ATimeline
Larson Financial Group LLC25,403$1.72M0.05%-11,68113F-HRTimeline
Keystone Wealth Services, LLC25,026$1.69M0.31%+14913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…24,895$1.68M0.02%+1,50513F-HRTimelineGroup
CoreCap Advisors, LLC24,762$1.67M0.05%+713F-HRTimeline
Delta Wealth Advisors LLC24,624$1.66M1.19%+2,44813F-HRTimeline
Measured Wealth Private Client Group, L…24,516$1.66M0.4%-7,02113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP24,358$1.65M0.08%+1,34513F-HRTimeline
WCG Wealth Advisors LLC24,302$1.64M0.04%-1,36813F-HRTimeline
CFS Investment Advisory Services, LLC24,174$1.61M0.11%-64413F-HRTimeline
Navigation Group, LLC23,443$1.58M0.31%+1,33213F-HRTimeline
NewEdge Wealth, LLC23,238$1.57M0.02%-5313F-HRTimeline
Eldridge Investment Advisors, Inc.22,967$1.55M0.31%-3,25213F-HRTimeline
Tennessee Valley Asset Management Partn…22,318$1.51M0.17%-29413F-HRTimeline
Worth Asset Management, LLC22,292$1.51M0.48%-5813F-HRTimeline
SMART Wealth LLC22,233$1.5M0.32%new13F-HRTimeline
Independent Wealth Network Inc.22,142$1.5M0.38%-1,16913F-HRTimeline
Legacy Edge Advisors, LLC22,068$1.49M0.14%+2,46213F-HR/ATimeline
Brio Consultants, LLC22,016$1.49M0.17%+8913F-HRTimeline
Curbstone Financial Management Corp21,750$1.47M0.25%+50013F-HRTimeline
Fingerlakes Wealth Management, Inc.21,704$1.47M0.79%+13413F-HRTimeline
Wedmont Private Capital22,104$1.47M0.04%013F-HRTimeline
BCS Wealth Management21,678$1.46M0.26%+1,71313F-HRTimeline
Founders Financial Alliance, LLC21,235$1.43M0.19%-62,82613F-HRTimeline
MBM WEALTH CONSULTANTS, LLC20,788$1.4M0.27%new13F-HRTimeline
Strategic Financial Planning, Inc.20,599$1.39M0.73%new13F-HRTimeline
ORBA Wealth Advisors, L.L.C.20,565$1.39M1.19%-6,22113F-HRTimeline
Apella Capital, LLC20,816$1.38M0.02%-24413F-HRTimeline
Mattson Financial Services, LLC20,359$1.36M0.28%+2,36513F-HRTimeline
PAX Financial Group, LLC20,027$1.35M0.2%-1,05113F-HRTimeline
Northwest Wealth Advisors, LLC19,727$1.33M0.77%-26513F-HRTimeline
Armbruster Capital Management, Inc.19,727$1.33M0.2%-4,05813F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC19,911$1.33M0.04%-1,14613F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,504$1.32M0.03%-15,58513F-HRTimelineGroup
Asset One Wealth Management LLC19,732$1.31M0.14%-1,83713F-HRTimeline
Meridian Wealth Advisors, LLC19,350$1.31M0.15%+6213F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV19,207$1.3M1.09%+1,07813F-HRTimeline
River Street Advisors LLC19,186$1.3M0.38%+2,51613F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC19,088$1.29M0.32%-54513F-HRTimeline
Comprehensive Money Management Services…18,900$1.28M0.8%+50013F-HRTimeline
Sharkey, Howes & Javer18,780$1.27M0.15%-16,25613F-HRTimeline
SEEDS INVESTOR LLC18,572$1.25M0.13%+2,30413F-HRTimeline
Legacy Wealth Partners, LLC18,516$1.25M0.28%+1,43913F-HRTimeline
High Probability Advisors, LLC18,251$1.23M0.13%+98413F-HRTimeline
Gateway Wealth Partners, LLC18,224$1.23M0.07%-17,21413F-HRTimeline
Evernest Financial Advisors, LLC18,149$1.23M0.26%-9313F-HRTimeline
Trinity Wealth Management, LLC18,100$1.22M0.39%+6213F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.18,096$1.22M0.34%-37413F-HRTimeline
Quadcap Wealth Management, LLC17,604$1.19M0.12%-5813F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC17,513$1.18M0.15%+113F-HRTimeline
WealthPlan Investment Management, LLC17,272$1.17M0.06%+613F-HRTimeline
Capital Management Associates, Inc17,194$1.16M0.23%+7713F-HRTimeline
Global Financial Private Client, LLC17,169$1.16M0.31%+1,37213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.16,908$1.14M0.65%-73713F-HRTimeline
PRIVATE TRUST CO NA16,889$1.14M0.09%-7313F-HRTimeline
Balance Wealth Partners LLC16,832$1.14M0.3%+4,33113F-HRTimeline
Ranch Capital Advisors Inc.16,728$1.13M0.36%+83013F-HRTimeline
Hobbs Group Advisors, LLC16,697$1.13M0.3%+113F-HRTimeline
BIP Wealth, LLC16,620$1.12M0.03%+2,59413F-HRTimeline
SFG Wealth Management, LLC.16,619$1.12M0.4%+10,10913F-HRTimeline
Janney Montgomery Scott LLC16,559$1.12M<0.01%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC16,517$1.12M0.05%013F-HRTimeline
Retirement Planning Co of New England, …16,332$1.1M0.4%+6413F-HRTimeline
Balefire, LLC16,278$1.1M0.18%-4513F-HRTimeline
DUNCKER STREETT & CO INC16,183$1.09M0.19%-2713F-HRTimeline
Grey Ledge Advisors, LLC16,137$1.09M0.22%+8513F-HRTimeline
Orin Green Financial, LLC16,095$1.09M0.4%-28113F-HRTimeline
Aldebaran Financial Inc.16,092$1.09M0.88%+71013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources16,021$1.08M<0.01%013F-HRTimelineGroup
Trilogy Capital Inc.15,608$1.05M0.04%-43813F-HRTimeline