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Disclosery

SPMD SPDR SERIES TRUST

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SHS (fund)

674 managers (680 13F filers) reported a position in SPMD shares at 2025-03-31, 207,992,699 shares in all. 60 filers opened a position and 60 filers sold out during the quarter.

Managers
674
13F filers
680
New
60
Added
324
Reduced
207
Sold out
60
Shares held by filers
207,992,699

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LANDMARK WEALTH MANAGEMENT, INC.53,399$2.73M1.3%+6,05213F-HRTimeline
Walkner Condon Financial Advisors LLC52,026$2.66M0.54%-63,10813F-HRTimeline
Strategic Financial Concepts, LLC51,652$2.64M0.5%-5,53313F-HRTimeline
AE Wealth Management LLC51,493$2.64M0.02%-1,48813F-HRTimeline
Range Financial Group LLC51,433$2.63M1.17%+21513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK50,688$2.59M0.02%-1,75913F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC50,445$2.58M<0.01%+14,37813F-HRTimelineGroup
Brio Consultants, LLC49,503$2.53M0.4%-1,99913F-HR/ATimeline
Destiny Capital Corp/CO49,235$2.52M1.72%-24913F-HRTimeline
TUDOR INVESTMENT CORP ET AL48,601$2.49M0.02%new13F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC48,524$2.48M0.03%+30213F-HRTimelineGroup
Farrow Financial, Inc.48,020$2.46M1.65%+3,54413F-HRTimeline
Shum Financial Group, Inc.47,649$2.44M2.11%+72413F-HRTimeline
Post Resch Tallon Group Inc.47,050$2.4M2.45%+3,90713F-HRTimeline
CENTAURUS FINANCIAL, INC.46,698$2.39M0.14%-56313F-HRTimeline
Tandem Investment Partners LLC46,200$2.36M2.34%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC45,711$2.34M0.28%-2,34813F-HRTimeline
POWER WEALTH MANAGEMENT LLC45,464$2.33M0.94%+5,33913F-HRTimeline
Glen Eagle Advisors, LLC45,178$2.31M0.38%+44,68913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC45,154$2.31M0.22%+2,39213F-HRTimeline
HARBOUR INVESTMENTS, INC.44,146$2.26M0.06%-23313F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co43,854$2.24M0.19%+4,37613F-HRTimelineGroup
Aptus Capital Advisors, LLC43,740$2.24M0.03%+15,52713F-HRTimeline
Tradewinds Capital Management, LLC43,544$2.23M0.6%+41,48213F-HRTimeline
AdvisorNet Financial, Inc43,350$2.22M0.16%+72613F-HRTimeline
Hibernia Wealth Partners, LLC43,085$2.21M1.57%-1,28913F-HRTimeline
Towercrest Capital Management42,871$2.19M0.42%-80213F-HRTimeline
Jacobi Capital Management LLC42,744$2.19M0.16%+3,22613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC42,712$2.19M0.3%-60713F-HRTimeline
CX Institutional42,703$2.19M0.08%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS42,075$2.15M0.01%-16,18813F-HRTimeline
XY Planning Network, Inc.41,853$2.14M1.43%new13F-HRTimeline
Cavalier Investments, LLC41,502$2.12M0.72%-5,73813F-HRTimeline
SIMA Wealth Partners, LLC41,195$2.11M1.75%-39213F-HRTimeline
Addison Capital Co39,478$2.02M0.79%+10,81513F-HRTimeline
Atria Investments, Inc39,454$2.02M0.03%+6,30813F-HRTimeline
Signal Advisors Wealth, LLC39,347$2.01M0.2%+3,13213F-HRTimeline
Sterling Investment Advisors, Ltd.39,004$2M0.48%+6,49413F-HRTimeline
Merit Financial Group, LLC38,490$1.97M0.03%-42,34613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC38,434$1.97M0.07%-114,31013F-HRTimelineGroup
Crescent Grove Advisors, LLC36,615$1.87M0.2%-18013F-HRTimeline
MMA ASSET MANAGEMENT LLC36,189$1.85M0.78%+3213F-HRTimeline
JSF Financial, LLC35,896$1.84M0.48%+2,12613F-HRTimeline
Larson Financial Group LLC35,894$1.84M0.09%-36813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC35,090$1.8M0.05%+5,01113F-HRTimelineGroup
Alliance Wealth Management Group34,956$1.79M0.48%-65813F-HRTimeline
TKG Advisors, LLC34,237$1.75M0.86%+2913F-HRTimeline
Key Financial Inc34,167$1.75M0.38%+6,74413F-HRTimeline
S.A. Mason LLC33,985$1.74M0.92%+55113F-HRTimeline
Capital Management Associates, Inc33,754$1.73M0.39%+25,71013F-HRTimeline
NAPATREE CAPITAL LLC33,589$1.72M0.97%+25,93613F-HRTimeline
STEVENS CAPITAL PARTNERS33,043$1.69M0.79%+3,69213F-HRTimeline
RAINIER FAMILY WEALTH INC32,436$1.66M1.96%+5,37813F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC33,498$1.58M0.16%-3,84513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,054$1.54M<0.01%+8,09313F-HR/ATimelineGroup
Meridian Financial Advisors, LLC29,889$1.53M1.07%+98013F-HRTimeline
Kelman-Lazarov, Inc.29,509$1.51M0.27%-17413F-HRTimeline
NorthCrest Asset Manangement, LLC29,175$1.49M0.05%new13F-HRTimeline
FMR LLCin group FMR LLC28,968$1.48M<0.01%-3,05313F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC28,405$1.45M0.15%-2,79413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding27,938$1.43M+8,630Timeline
Keystone Wealth Services, LLC27,834$1.42M0.39%-32413F-HRTimeline
Kingsview Wealth Management, LLC27,703$1.42M0.03%-2,95613F-HRTimeline
PAX Financial Group, LLC27,651$1.42M0.25%+39613F-HRTimeline
Compton Financial Group, LLC27,360$1.4M0.4%new13F-HRTimeline
NewEdge Wealth, LLC27,226$1.39M0.03%+40513F-HRTimeline
Municipal Employees' Retirement System …26,947$1.38M0.02%013F-HRTimeline
GTS SECURITIES LLC26,877$1.38M0.06%new13F-HRTimeline
Raleigh Capital Management Inc.25,373$1.3M0.59%+3,10213F-HRTimeline
Trinity Wealth Management, LLC25,177$1.29M0.59%+1,14313F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…25,040$1.28M0.2%-22913F-HRTimelineGroup
Gateway Wealth Partners, LLC24,976$1.28M0.29%+11,87613F-HRTimeline
Prairie Sky Financial Group LLC24,967$1.28M0.76%-1,29513F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.24,889$1.27M0.85%+1,99613F-HRTimeline
Summit Investment Advisory Services, LLC24,764$1.27M0.62%-7,70513F-HRTimeline
Financial Engines Advisors L.L.C.24,494$1.25M<0.01%+1,93713F-HRTimeline
MONECO ADVISORS, LLC24,382$1.25M0.13%+2,00613F-HR/ATimeline
Callan Capital, LLC24,063$1.23M0.09%new13F-HRTimeline
Balance Wealth Partners LLC23,963$1.23M0.8%13F-HRTimeline
Financial Advocates Investment Manageme…23,863$1.22M0.09%-39613F-HRTimeline
Fingerlakes Wealth Management, Inc.23,789$1.22M1.04%-56713F-HRTimeline
Roundview Capital LLC23,705$1.21M0.09%-2,16813F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp23,445$1.2M0.08%+3,92813F-HRTimelineGroup
Southeast Asset Advisors, LLC22,950$1.17M0.14%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC22,870$1.17M0.16%new13F-HRTimeline
WATERSHED PRIVATE WEALTH LLC22,704$1.16M0.46%-1,16113F-HRTimeline
Delta Wealth Advisors LLC22,543$1.15M1.05%+3,61213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.22,497$1.15M0.01%-2,78213F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.22,454$1.15M0.45%+1,07113F-HRTimeline
Vestmark Advisory Solutions, Inc.22,375$1.15M0.03%new13F-HRTimeline
Kraft, Davis & Associates, LLC23,554$1.14M0.37%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…20,714$1.08M0.04%-1413F-HRTimelineGroup
CoreCap Advisors, LLC20,867$1.07M0.05%+58213F-HRTimeline
Quadcap Wealth Management, LLC20,815$1.07M0.15%-3,92313F-HRTimeline
Financial Enhancement Group LLC21,969$1.06M0.17%+7,33813F-HRTimeline
Wedmont Private Capital22,103$1.05M0.05%-60913F-HRTimeline
Fiduciary Group, LLC20,528$1.05M0.11%+8,65713F-HRTimeline
BIP Wealth, LLC20,502$1.05M0.07%-2,62913F-HRTimeline
PRIVATE TRUST CO NA20,476$1.05M0.11%-2,45913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…20,296$1.04M0.02%+2,63613F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.20,259$1.04M0.03%+6,01113F-HRTimeline
McKinley Carter Wealth Services, Inc.20,118$1.03M0.06%-83413F-HRTimeline
CFS Investment Advisory Services, LLC20,066$1.03M0.09%-19513F-HRTimeline
Curbstone Financial Management Corp20,000$1.02M0.22%+35013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.19,838$1.02M0.77%+1,73913F-HRTimeline
WADDELL & ASSOCIATES, LLC19,645$1.01M0.12%+19913F-HR/ATimeline
Tidemark, LLC19,629$1M0.37%+1,75813F-HRTimeline
Camelot Portfolios, LLC19,235$984K0.61%new13F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK17,963$982K0.09%013F-HRTimeline
Lifeworks Advisors, LLC18,947$970K0.16%-71113F-HRTimeline
Sterling Investment Counsel, LLC18,818$963K0.33%-33713F-HRTimeline
Armbruster Capital Management, Inc.18,750$960K0.19%+98013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,446$959K<0.01%-99,16113F-HR/ATimelineGroup
BUTENSKY & COHEN FINANCIAL SECURITY, INC18,186$931K0.28%+29313F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC18,158$929K1.24%+1,37313F-HRTimeline
DUNCKER STREETT & CO INC18,132$928K0.18%013F-HRTimeline
National Wealth Management Group, LLC17,993$921K0.61%+12,04813F-HRTimeline
Hobbs Group Advisors, LLC17,975$920K0.35%-16713F-HRTimeline
Barnes Wealth Management Group, Inc17,699$906K0.58%+1,62913F-HRTimeline
Eldridge Investment Advisors, Inc.17,628$902K0.21%+2,23913F-HRTimeline
Comprehensive Money Management Services…17,585$900K0.73%-11913F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC17,507$896K0.15%+2013F-HRTimeline
Total Clarity Wealth Management, Inc.16,233$888K0.29%-15813F-HRTimeline
VestGen Advisors, LLC17,339$887K0.04%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.19,621$881K<0.01%+2,04613F-HRTimelineGroup
Independent Advisor Alliance17,187$880K0.03%-449,60813F-HRTimeline
Janney Montgomery Scott LLC17,164$878K<0.01%-1,31513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp16,980$869K<0.01%+9,02913F-HRTimelineGroup
Arkadios Wealth Advisors16,750$857K0.03%+5,76313F-HRTimeline
High Probability Advisors, LLC16,355$837K0.14%+1,82813F-HRTimeline
Orange Investment Advisors, Inc.16,297$834K0.1%+2,10313F-HRTimeline
River Street Advisors LLC16,046$821K0.41%+8213F-HRTimeline
Advisory Services Network, LLC16,041$821K0.02%+4,22213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources16,021$820K<0.01%+10,64813F-HRTimelineGroup
Second Line Capital, LLC15,832$810K0.21%-1,57513F-HRTimeline
Retirement Planning Co of New England, …15,606$799K0.4%+19113F-HR/ATimeline
Gradient Investments LLCin group Gradient Investments LLC15,552$796K0.02%new13F-HRTimelineGroup
Jackson Creek Investment Advisors LLC15,531$795K0.25%+27213F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.15,454$791K0.36%-3413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP15,453$791K0.06%+83113F-HRTimeline
MOTCO15,389$788K0.08%new13F-HRTimeline
Ethos Financial Group, LLC14,361$785K0.08%013F-HRTimeline
Stegent Equity Advisors, Inc.15,330$785K0.8%-45613F-HRTimeline
BCS Wealth Management15,308$783K0.2%+57013F-HRTimeline
Alesco Advisors, LLC, An ESL Co15,082$772K0.02%+4,55813F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…15,020$769K0.14%-18,54413F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC14,975$766K0.02%+1,03413F-HRTimeline
Fusion Family Wealth, LLC14,891$762K0.07%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC16,501$758K0.17%-16513F-HRTimeline
Orin Green Financial, LLC16,112$757K0.36%new13F-HRTimeline
Jordan Park Group LLC14,692$752K0.05%013F-HRTimeline
VICUS CAPITAL14,636$749K0.07%+36613F-HRTimeline
GeoWealth Management, LLC14,508$743K0.03%-42,99213F-HRTimeline
Advisory Alpha, LLC14,476$741K0.03%+67713F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,479$739K<0.01%+8,82213F-HR/ATimelineGroup
Ironwood Wealth Management, LLC.14,252$729K0.22%-74213F-HRTimeline
Sage Mountain Advisors LLC14,116$722K0.05%013F-HRTimeline
Empower Advisory Group, LLC13,981$716K<0.01%-24113F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.15,142$713K0.12%013F-HR/ATimeline
&PARTNERS13,953$712K0.01%new13F-HRTimeline
MGB Wealth Management, LLC13,822$707K0.26%-36813F-HRTimeline
Aldebaran Financial Inc.13,805$707K0.86%+31513F-HRTimeline
Csenge Advisory Group14,590$702K0.04%+1,08013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC13,631$698K0.03%-1,29413F-HRTimelineGroup
Worth Financial Advisory Group, LLC13,630$698K0.44%-2,58213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,574$695K<0.01%+3,24713F-HRTimelineGroup
WHITE PINE CAPITAL LLC13,511$691K0.24%013F-HRTimeline
Leslie Global Wealth, LLC13,438$688K0.33%-26,05313F-HRTimeline
Graypoint LLC13,367$684K0.04%+22013F-HRTimeline
NOVUS ADVISORS, LLC13,362$684K0.69%+1,11113F-HRTimeline
Breakwater Capital Group13,339$683K0.12%+7,40613F-HRTimeline
WealthPlan Investment Management, LLC13,242$678K0.07%-9513F-HRTimeline
Ranch Capital Advisors Inc.13,232$677K0.32%+31713F-HRTimeline
Northern Capital Management, Inc.13,226$677K0.44%+2,14113F-HRTimeline
F/m Investments LLC13,143$673K0.03%-12113F-HRTimeline
Cresset Asset Management, LLC13,095$670K<0.01%-69113F-HRTimeline
SMITH, MOORE & CO.12,966$664K0.06%013F-HRTimeline
Belpointe Asset Management LLC12,884$659K0.03%+6,95013F-HRTimeline
ERn Financial, LLC12,797$655K0.1%+26213F-HRTimeline
Grey Ledge Advisors, LLC12,728$651K0.17%+10413F-HRTimeline
PFG Advisors12,629$646K0.04%-20213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.12,476$639K<0.01%+86813F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV12,396$634K0.05%+2,35413F-HRTimeline
GPS Wealth Strategies Group, LLC12,235$626K0.08%-2,26113F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC12,200$624K0.1%013F-HRTimeline
World Investment Advisors12,133$621K0.02%+28713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,961$612K<0.01%+4,43113F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…11,859$607K0.22%-76,34213F-HRTimelineGroup
COMERICA BANK11,827$605K<0.01%+4,94813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC11,686$598K0.01%-25713F-HRTimeline
HBK Sorce Advisory LLC11,650$596K0.02%+1,82513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO11,496$588K0.01%-22713F-HRTimeline
Investment Planning Advisors, Inc.11,318$579K0.24%-57,18013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC11,276$577K0.01%+13213F-HRTimeline
Clearstead Advisors, LLC11,260$576K0.01%+5,69213F-HRTimeline
IEQ CAPITAL, LLC11,248$576K<0.01%+1,04113F-HRTimeline
Medallion Wealth Advisors, LLC11,113$571K0.26%+1,11713F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC11,111$569K0.16%-12,15713F-HRTimeline
Drucker Wealth 3.0, LLC10,945$560K0.12%-2,22513F-HRTimeline
Global Financial Private Client, LLC10,765$551K0.21%+24313F-HRTimeline