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Disclosery

SPMD SPDR SERIES TRUST

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SHS (fund)

675 managers (683 13F filers) reported a position in SPMD shares at 2024-12-31, 196,825,417 shares in all. 59 filers opened a position and 35 filers sold out during the quarter.

Managers
675
13F filers
683
New
59
Added
296
Reduced
198
Sold out
35
Shares held by filers
196,825,417

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Aspetuck Financial Management LLC55,505$3.04M2.37%13F-HRTimeline
NovaPoint Capital, LLC53,924$2.95M0.9%-44813F-HRTimeline
AE Wealth Management LLC52,981$2.9M0.02%+34,13613F-HRTimeline
Aspire Private Capital, LLC52,905$2.89M0.72%-4,01213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK52,447$2.87M0.02%-12,81513F-HRTimelineGroup
IFP Advisors, Inc52,395$2.87M0.09%+1,34013F-HRTimeline
Compass Wealth Management LLC52,108$2.85M0.69%+1,38813F-HRTimeline
Golden State Wealth Management, LLC52,014$2.84M0.43%13F-HRTimeline
Brio Consultants, LLC51,502$2.82M0.44%+11813F-HRTimeline
Range Financial Group LLC51,218$2.8M1.29%+31,90713F-HRTimeline
Executive Wealth Management, LLC50,307$2.75M0.22%+37713F-HRTimeline
Destiny Capital Corp/CO49,484$2.71M1.64%-91613F-HRTimeline
Kohmann Bosshard Financial Services, LLC48,059$2.63M0.32%-1,31513F-HRTimeline
Rehmann Capital Advisory Group47,865$2.62M0.17%+12,64213F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.47,347$2.59M1.26%-10813F-HRTimeline
CENTAURUS FINANCIAL, INC.47,261$2.58M0.16%+1,95913F-HRTimeline
Cavalier Investments, LLC47,240$2.58M0.86%-5,20813F-HRTimeline
Shum Financial Group, Inc.46,925$2.57M2.22%+44313F-HRTimeline
Farrow Financial, Inc.44,476$2.43M1.58%+33,31413F-HRTimeline
HARBOUR INVESTMENTS, INC.44,379$2.43M0.07%+30813F-HRTimeline
Hibernia Wealth Partners, LLC44,374$2.43M1.86%-57,99913F-HRTimeline
Towercrest Capital Management43,673$2.39M0.39%-1,44113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC43,319$2.37M0.33%-2,97613F-HRTimeline
Post Resch Tallon Group Inc.43,143$2.35M2.27%13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC42,762$2.34M0.22%+1,49613F-HRTimeline
AdvisorNet Financial, Inc42,624$2.33M0.2%+4,27313F-HRTimeline
SIMA Wealth Partners, LLC41,587$2.27M1.93%+27013F-HRTimeline
POWER WEALTH MANAGEMENT LLC40,125$2.19M0.92%+3,44013F-HRTimeline
Jacobi Capital Management LLC39,518$2.16M0.16%+3,60013F-HRTimeline
Leslie Global Wealth, LLC39,491$2.16M1%-137,14313F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co39,478$2.16M0.19%new13F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC38,700$2.12M<0.01%+34,40013F-HRTimeline
Federation des caisses Desjardins du Qu…37,207$2.03M0.01%-29,05013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC37,343$2.03M0.19%-2,12313F-HRTimelineGroup
Crescent Grove Advisors, LLC36,795$2.01M0.2%+113F-HRTimeline
Larson Financial Group LLC36,262$1.98M0.1%-5,00613F-HRTimeline
Signal Advisors Wealth, LLC36,215$1.98M0.22%new13F-HRTimeline
MMA ASSET MANAGEMENT LLC36,157$1.98M0.86%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC36,067$1.97M<0.01%+4,79513F-HRTimelineGroup
TKG Advisors, LLC34,208$1.96M0.9%+9,19113F-HRTimeline
Alliance Wealth Management Group35,614$1.95M0.52%-1,39613F-HRTimeline
TME FINANCIAL, INC.34,153$1.87M1.74%13F-HRTimeline
JSF Financial, LLC33,770$1.85M0.49%+58013F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…33,564$1.84M0.29%-18,18513F-HRTimelineGroup
S.A. Mason LLC33,434$1.83M0.96%+63213F-HRTimeline
Atria Investments, Inc33,146$1.81M0.02%+51113F-HRTimeline
CarsonAllaria Wealth Management, Ltd.32,544$1.78M1.02%+17,84213F-HRTimeline
Sterling Investment Advisors, Ltd.32,510$1.78M0.43%-48313F-HRTimeline
Summit Investment Advisory Services, LLC32,469$1.78M0.92%+2,55813F-HRTimeline
FMR LLCin group FMR LLC32,021$1.75M<0.01%+12,35513F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC31,199$1.71M0.17%+8,42913F-HRTimeline
Kingsview Wealth Management, LLC30,659$1.68M0.03%+56413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC30,079$1.65M0.05%+14,20213F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC29,816$1.63M0.05%013F-HRTimeline
Kelman-Lazarov, Inc.29,683$1.62M0.29%-7,89713F-HRTimeline
STEVENS CAPITAL PARTNERS29,351$1.61M0.73%+2,57113F-HRTimeline
Meridian Financial Advisors, LLC28,909$1.58M1.09%-42213F-HRTimeline
Addison Capital Co28,663$1.57M0.62%+6,14113F-HRTimeline
Aptus Capital Advisors, LLC28,213$1.54M0.02%+7,93013F-HRTimeline
Keystone Wealth Services, LLC28,158$1.54M0.41%+1,22813F-HRTimeline
Key Financial Inc27,423$1.5M0.34%+1,12213F-HRTimeline
PAX Financial Group, LLC27,255$1.49M0.27%-1,80913F-HRTimeline
RAINIER FAMILY WEALTH INC27,058$1.48M1.79%13F-HRTimeline
Municipal Employees' Retirement System …26,947$1.47M0.02%013F-HRTimeline
NewEdge Wealth, LLC26,821$1.47M0.03%013F-HRTimeline
Prairie Sky Financial Group LLC26,262$1.44M0.88%-12,32213F-HRTimeline
Roundview Capital LLC25,873$1.41M0.1%+98713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.25,279$1.38M0.01%-82613F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…25,269$1.38M0.21%+97913F-HRTimelineGroup
Moors & Cabot, Inc.24,944$1.36M0.06%+3,18413F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC24,932$1.36M0.73%new13F-HRTimeline
Quadcap Wealth Management, LLC24,738$1.35M0.2%-53113F-HRTimeline
Fingerlakes Wealth Management, Inc.24,356$1.33M1.08%-64913F-HRTimeline
Financial Advocates Investment Manageme…24,259$1.33M0.08%-1,30513F-HRTimeline
Trinity Wealth Management, LLC24,034$1.31M0.59%+12013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC23,865$1.31M0.51%-1,62013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC23,268$1.27M0.42%-97,81313F-HRTimeline
BIP Wealth, LLC23,131$1.27M0.08%-70113F-HRTimeline
Southeast Asset Advisors, LLC22,950$1.26M0.15%013F-HRTimeline
PRIVATE TRUST CO NA22,935$1.25M0.13%+1,08513F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.22,893$1.25M0.85%+2,91713F-HRTimeline
Financial Engines Advisors L.L.C.22,557$1.23M<0.01%+1,24113F-HRTimeline
Wedmont Private Capital22,712$1.23M0.07%+1,12213F-HRTimeline
MONECO ADVISORS, LLC22,376$1.22M0.13%+6,75813F-HR/ATimeline
Raleigh Capital Management Inc.22,271$1.22M0.47%-21813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,961$1.2M<0.01%new13F-HRTimelineGroup
Beta Wealth Group, Inc.21,875$1.2M0.53%+19313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.21,383$1.17M0.47%+13113F-HRTimeline
McKinley Carter Wealth Services, Inc.20,952$1.15M0.07%-2,88813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…20,728$1.13M0.04%+5,63613F-HRTimelineGroup
CoreCap Advisors, LLC20,285$1.11M0.05%+8113F-HRTimeline
CFS Investment Advisory Services, LLC20,261$1.11M0.1%+1,05613F-HRTimeline
Lifeworks Advisors, LLC19,658$1.08M0.19%-69313F-HRTimeline
Curbstone Financial Management Corp19,650$1.07M0.23%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp19,517$1.07M0.07%+3,21913F-HRTimelineGroup
WADDELL & ASSOCIATES, LLC19,446$1.06M0.11%-26313F-HR/ATimeline
Apollon Wealth Management, LLCgroup of 2 filers holding19,308$1.06M+2,499Timeline
Sterling Investment Counsel, LLC19,155$1.05M0.69%+52513F-HRTimeline
Delta Wealth Advisors LLC18,931$1.04M0.98%-48013F-HRTimeline
Janney Montgomery Scott LLC18,479$1.01M<0.01%-1,60713F-HRTimeline
Goldstein Advisors, LLC18,373$1M0.15%013F-HRTimeline
Hobbs Group Advisors, LLC18,142$992K0.37%+813F-HRTimeline
DUNCKER STREETT & CO INC18,132$992K0.18%-7913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.18,099$988K0.69%-1,57513F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK17,963$982K0.09%013F-HRTimeline
Austin Private Wealth, LLC17,913$980K0.09%+3,16013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC17,893$979K0.31%-19113F-HRTimeline
Tidemark, LLC17,871$977K0.37%-40513F-HRTimeline
Armbruster Capital Management, Inc.17,770$972K0.2%+2,32013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17,575$969K<0.01%+1,22013F-HRTimelineGroup
Comprehensive Money Management Services…17,704$968K0.8%13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…17,660$966K0.02%new13F-HRTimelineGroup
KAVAR CAPITAL PARTNERS GROUP, LLC17,487$956K0.16%013F-HRTimeline
VCI Wealth Management LLC17,456$955K0.41%-16,36413F-HR/ATimeline
Second Line Capital, LLC17,407$952K0.26%-1,60213F-HRTimeline
Aveo Capital Partners, LLC17,391$951K0.1%-1,21813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC16,666$920K0.19%+1113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC16,785$918K1.18%+27613F-HRTimeline
Lutz Financial Services LLC16,769$917K0.07%+7,19613F-HRTimeline
Total Clarity Wealth Management, Inc.16,391$896K0.29%new13F-HRTimeline
Worth Financial Advisory Group, LLC16,212$887K0.55%-24013F-HRTimeline
Richard P Slaughter Associates Inc16,090$880K0.2%+1,39313F-HRTimeline
Barnes Wealth Management Group, Inc16,070$879K0.59%13F-HRTimeline
River Street Advisors LLC15,964$873K0.45%+49713F-HRTimeline
Intrua Financial, LLC15,927$871K0.14%new13F-HRTimeline
Stegent Equity Advisors, Inc.15,786$863K0.88%-7613F-HRTimeline
Atria Wealth Solutions, Inc.15,611$854K0.01%+4,75313F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.15,488$847K0.38%+4313F-HRTimeline
Retirement Planning Co of New England, …15,415$843K0.41%+65313F-HRTimeline
Eldridge Investment Advisors, Inc.15,389$842K0.2%+3,02813F-HRTimeline
Jackson Creek Investment Advisors LLC15,259$835K0.25%+3,02213F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.15,142$828K0.13%-1,15113F-HRTimeline
Ironwood Wealth Management, LLC.14,994$820K0.25%-2,37213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC14,925$816K0.06%-1,63013F-HRTimelineGroup
Fusion Family Wealth, LLC14,891$814K0.07%013F-HRTimeline
BCS Wealth Management14,738$806K0.2%+3,81013F-HRTimeline
Jordan Park Group LLC14,692$804K0.06%-86013F-HRTimeline
Financial Enhancement Group LLC14,631$801K0.12%-22,37913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP14,622$800K0.06%+55113F-HRTimeline
High Probability Advisors, LLC14,527$794K0.14%+1,33513F-HRTimeline
GPS Wealth Strategies Group, LLC14,496$793K0.1%-98413F-HRTimeline
Ethos Financial Group, LLC14,361$785K0.1%-5,79013F-HRTimeline
VICUS CAPITAL14,270$780K0.07%+80813F-HRTimeline
B. Riley Wealth Advisors, Inc.14,248$779K0.03%-4,45213F-HRTimeline
Empower Advisory Group, LLC14,222$778K<0.01%-3,09513F-HRTimeline
Orange Investment Advisors, Inc.14,194$776K0.09%+2,34913F-HRTimeline
MGB Wealth Management, LLC14,190$776K0.24%+6113F-HRTimeline
Sage Mountain Advisors LLC14,116$772K0.06%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,941$762K0.02%-2,03613F-HRTimeline
Advisory Alpha, LLC13,799$755K0.03%-2,85913F-HRTimeline
Cresset Asset Management, LLC13,786$754K<0.01%-2,08313F-HRTimeline
WHITE PINE CAPITAL LLC13,511$739K0.25%013F-HRTimeline
Csenge Advisory Group13,510$739K0.04%-35613F-HRTimeline
Aldebaran Financial Inc.13,490$736K0.86%-5013F-HRTimeline
Quantinno Capital Management LP13,365$731K0.01%new13F-HRTimeline
WealthPlan Investment Management, LLC13,337$729K0.07%new13F-HRTimeline
F/m Investments LLC13,264$725K0.03%+95913F-HRTimeline
Drucker Wealth 3.0, LLC13,170$720K0.17%+1,62313F-HR/ATimeline
Graypoint LLC13,147$719K0.04%013F-HRTimeline
Gateway Wealth Partners, LLC13,100$716K0.19%-1,11813F-HRTimeline
SMITH, MOORE & CO.12,966$709K0.06%013F-HRTimeline
Ranch Capital Advisors Inc.12,915$706K0.33%-6113F-HRTimeline
PFG Advisors12,831$702K0.04%+36313F-HRTimeline
Grey Ledge Advisors, LLC12,624$690K0.18%+1,01013F-HRTimeline
ERn Financial, LLC12,535$686K0.1%-55013F-HRTimeline
NOVUS ADVISORS, LLC12,251$670K0.67%13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC12,200$667K0.1%-2,20013F-HRTimeline
Tyche Wealth Partners LLC12,160$665K0.14%+6,12813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,130$663K<0.01%-62,23013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC11,943$653K0.01%013F-HRTimeline
Canvas Wealth Advisors, LLC11,922$652K0.16%-7,89413F-HRTimeline
Fiduciary Group, LLC11,871$649K0.07%new13F-HRTimeline
World Investment Advisors11,846$648K0.02%+15513F-HRTimeline
Advisory Services Network, LLC11,819$646K0.01%+1,30113F-HRTimeline
HILL ISLAND FINANCIAL LLC11,737$642K0.19%+2313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO11,723$641K0.01%-2,39513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC11,614$635K<0.01%-5,05013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.11,608$635K<0.01%new13F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC11,144$609K0.01%+7713F-HRTimeline
Northern Capital Management, Inc.11,085$606K0.37%+1,69713F-HRTimeline
Arkadios Wealth Advisors10,987$601K0.03%+3613F-HRTimeline
Revolve Wealth Partners, LLC10,805$591K0.09%-18113F-HR/ATimeline
CW Advisors, LLC10,586$579K0.01%-28113F-HRTimeline
Alesco Advisors, LLC, An ESL Co10,524$576K0.02%+4,12713F-HRTimeline
Destination Wealth Management10,522$575K0.02%013F-HRTimeline
Global Financial Private Client, LLC10,522$575K0.22%+18913F-HRTimeline
Arete Wealth Advisors, LLC10,494$574K0.04%+5,35413F-HRTimeline
Pine Valley Investments Ltd Liability Co10,451$572K0.04%-38813F-HRTimeline
Shepherd Financial Partners LLC10,371$567K0.07%+5,66313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,327$565K<0.01%+4,06913F-HRTimelineGroup
IEQ CAPITAL, LLC10,207$558K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,042$549K0.04%+3,71613F-HRTimeline
Medallion Wealth Advisors, LLC9,996$538K0.27%13F-HRTimeline
HBK Sorce Advisory LLC9,825$537K0.02%+4,48713F-HRTimeline
Compound Planning, Inc.9,811$537K0.03%-1,17113F-HRTimeline
Flagship Private Wealth, LLC9,734$532K0.26%+1,12913F-HRTimeline
Fourth Dimension Wealth, LLC8,687$525K0.27%13F-HRTimeline
Hidden Cove Wealth Management, LLC9,403$514K0.42%13F-HRTimeline
Marion Wealth Management9,272$507K0.13%+26813F-HRTimeline
Westover Capital Advisors, LLC9,211$504K0.11%013F-HRTimeline