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Disclosery

SPMD SPDR SERIES TRUST

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SHS (fund)

720 managers (726 13F filers) reported a position in SPMD shares at 2025-06-30, 213,469,725 shares in all. 87 filers opened a position and 48 filers sold out during the quarter.

Managers
720
13F filers
726
New
87
Added
297
Reduced
232
Sold out
48
Shares held by filers
213,469,725

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Vestmark Advisory Solutions, Inc.56,344$3.06M0.04%+33,96913F-HRTimeline
Retirement Planning Group, LLC55,526$3.02M0.13%-8,57213F-HRTimeline
First International Bank & Trust54,693$2.97M1.03%-25,31213F-HRTimeline
NorthCrest Asset Manangement, LLC52,894$2.96M0.08%+23,71913F-HRTimeline
Atria Investments, Inc53,823$2.93M0.03%+14,36913F-HRTimeline
Aspire Private Capital, LLC53,796$2.93M0.68%-90113F-HRTimeline
Tradewinds Capital Management, LLC53,641$2.92M0.73%+10,09713F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC53,598$2.91M0.04%new13F-HR/ATimelineGroup
United Asset Strategies, Inc.53,062$2.89M0.25%-5,96913F-HRTimeline
Wealthquest Corp52,507$2.86M0.23%-21,22713F-HRTimeline
Quantinno Capital Management LP52,134$2.84M0.01%-5,52013F-HRTimeline
Pinnacle Family Advisors, LLC51,801$2.82M1.37%new13F-HRTimeline
Crestwood Advisors Group, LLC51,634$2.81M0.05%-16,28213F-HRTimeline
NovaPoint Capital, LLC51,601$2.81M0.86%-2,19313F-HRTimeline
Jacobi Capital Management LLC51,363$2.79M0.19%+8,61913F-HRTimeline
Destiny Capital Corp/CO50,227$2.73M1.65%+99213F-HRTimeline
Tandem Investment Partners LLC49,315$2.68M2.34%+3,11513F-HRTimeline
Range Financial Group LLC49,308$2.68M1.05%-2,12513F-HRTimeline
&PARTNERS48,642$2.65M0.02%+34,68913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC48,524$2.64M0.23%+3,37013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC48,524$2.64M0.03%013F-HRTimelineGroup
Farrow Financial, Inc.48,326$2.63M1.59%+30613F-HRTimeline
CENTAURUS FINANCIAL, INC.47,759$2.6M0.15%+1,06113F-HRTimeline
POWER WEALTH MANAGEMENT LLC47,551$2.59M0.99%+2,08713F-HRTimeline
Walkner Condon Financial Advisors LLC47,425$2.58M0.47%-4,60113F-HRTimeline
Post Resch Tallon Group Inc.47,237$2.57M2.47%+18713F-HRTimeline
Glen Eagle Advisors, LLC47,151$2.56M0.39%+1,97313F-HRTimeline
Capital Investment Advisory Services, L…46,569$2.53M0.21%-93,06513F-HRTimeline
HARBOUR INVESTMENTS, INC.45,705$2.49M0.06%+1,55913F-HRTimeline
Towercrest Capital Management45,211$2.46M0.44%+2,34013F-HRTimeline
Kohmann Bosshard Financial Services, LLC44,891$2.44M0.27%-82013F-HRTimeline
AdvisorNet Financial, Inc44,873$2.44M0.16%+1,52313F-HRTimeline
Addison Capital Co44,833$2.44M0.85%+5,35513F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co43,854$2.38M0.18%013F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC41,395$2.25M0.28%-1,31713F-HRTimeline
21 West Wealth Management LLC41,378$2.25M2.27%13F-HRTimeline
Sterling Investment Advisors, Ltd.40,306$2.19M0.48%+1,30213F-HRTimeline
Trilogy Capital Inc.40,159$2.18M0.11%-101,37113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…40,046$2.18M0.06%-167,15313F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding39,280$2.14M+11,342Timeline
Larson Financial Group LLC39,175$2.13M0.09%+3,28113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp38,248$2.08M<0.01%+21,26813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC37,811$2.06M0.07%-62313F-HRTimelineGroup
Merit Financial Group, LLC37,460$2.04M0.02%-1,03013F-HRTimeline
SEMITAM BONAM LLC37,168$2.02M1.9%13F-HRTimeline
Crescent Grove Advisors, LLC37,099$2.02M0.2%+48413F-HRTimeline
Cavalier Investments, LLC36,840$2M0.61%-4,66213F-HRTimeline
Alliance Wealth Management Group36,571$1.99M0.51%+1,61513F-HRTimeline
MMA ASSET MANAGEMENT LLC35,393$1.92M0.74%-79613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT35,345$1.92M0.03%new13F-HRTimeline
ORBA Wealth Advisors, L.L.C.35,142$1.91M1.74%-51,89913F-HRTimeline
TKG Advisors, LLC35,126$1.91M0.86%+88913F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC35,024$1.9M0.03%+19,47213F-HRTimelineGroup
S.A. Mason LLC34,488$1.88M0.91%+50313F-HRTimeline
STEVENS CAPITAL PARTNERS32,591$1.79M0.64%-45213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS32,896$1.79M<0.01%-9,17913F-HRTimeline
MONECO ADVISORS, LLC32,383$1.76M0.16%+8,00113F-HRTimeline
JSF Financial, LLC32,335$1.76M0.42%-3,56113F-HRTimeline
FMR LLCin group FMR LLC32,227$1.75M<0.01%+3,25913F-HRTimelineGroup
Financial Enhancement Group LLC31,205$1.73M0.25%+9,23613F-HRTimeline
SIMA Wealth Partners, LLC31,174$1.7M1.37%-10,02113F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC31,129$1.69M0.14%-2,36913F-HRTimelineGroup
Meridian Financial Advisors, LLC30,901$1.68M1.09%+1,01213F-HRTimeline
Gateway Wealth Partners, LLC29,781$1.62M0.31%+4,80513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC29,663$1.61M0.2%+6,79313F-HRTimeline
Brio Consultants, LLC29,630$1.61M0.24%-19,87313F-HRTimeline
Fiduciary Group, LLC29,485$1.6M0.15%+8,95713F-HRTimeline
Kelman-Lazarov, Inc.29,407$1.6M0.26%-10213F-HRTimeline
HM PAYSON & CO29,207$1.59M0.03%-80,00013F-HRTimeline
Kingsview Wealth Management, LLC28,538$1.55M0.03%+83513F-HRTimeline
Key Financial Inc28,431$1.55M0.31%-5,73613F-HRTimeline
Keystone Wealth Services, LLC27,809$1.51M0.36%-2513F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…27,104$1.47M0.21%+2,06413F-HRTimelineGroup
Compton Financial Group, LLC27,077$1.47M0.38%-28313F-HRTimeline
Strategic Financial Concepts, LLC27,077$1.47M0.21%-24,57513F-HRTimeline
NewEdge Wealth, LLC26,821$1.47M0.02%-40513F-HRTimeline
Municipal Employees' Retirement System …26,947$1.47M0.02%013F-HRTimeline
Financial Advocates Investment Manageme…26,841$1.46M0.12%+2,97813F-HRTimeline
Summit Investment Advisory Services, LLC26,518$1.44M0.63%+1,75413F-HR/ATimeline
TILIA FIDUCIARY PARTNERS, INC.26,488$1.44M0.88%+1,59913F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC26,370$1.43M0.15%-2,03513F-HRTimeline
RAINIER FAMILY WEALTH INC26,323$1.43M1.43%-6,11313F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp26,160$1.42M0.09%+2,71513F-HRTimelineGroup
Raleigh Capital Management Inc.26,036$1.42M0.59%+66313F-HRTimeline
Modern Wealth Management, LLC25,961$1.41M0.04%new13F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…25,730$1.4M0.04%+25,61813F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC25,600$1.39M<0.01%+20,20013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,213$1.37M<0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,140$1.37M0.04%-9,95013F-HRTimelineGroup
Kraft, Davis & Associates, LLC24,264$1.37M0.37%+71013F-HRTimeline
PAX Financial Group, LLC24,509$1.33M0.25%-3,14213F-HRTimeline
Prairie Sky Financial Group LLC24,097$1.31M0.72%-87013F-HRTimeline
CoreCap Advisors, LLC23,732$1.29M0.05%+2,86513F-HRTimeline
Fingerlakes Wealth Management, Inc.23,473$1.28M0.95%-31613F-HRTimeline
AlphaCore Capital LLC23,414$1.27M0.05%+22,07913F-HRTimeline
Orange Investment Advisors, Inc.23,400$1.27M0.14%+7,10313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…22,951$1.25M0.02%+2,65513F-HRTimelineGroup
Balance Wealth Partners LLC22,947$1.25M0.73%-1,01613F-HRTimeline
Sollinda Capital Management LLC22,707$1.23M0.32%-245,47513F-HRTimeline
Wedmont Private Capital22,103$1.23M0.05%013F-HRTimeline
Delta Wealth Advisors LLC22,584$1.23M1.03%+4113F-HRTimeline
CFS Investment Advisory Services, LLC22,581$1.23M0.1%+2,51513F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.22,562$1.23M0.44%+10813F-HRTimeline
Roundview Capital LLC22,338$1.21M0.08%-1,36713F-HRTimeline
Alesco Advisors, LLC, An ESL Co22,263$1.21M0.03%+7,18113F-HRTimeline
Total Clarity Wealth Management, Inc.22,036$1.2M0.34%+5,80313F-HRTimeline
WCG Wealth Advisors LLC21,836$1.19M0.08%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21,734$1.18M<0.01%+7,25513F-HRTimelineGroup
Curbstone Financial Management Corp21,700$1.18M0.24%+1,70013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.20,631$1.12M0.01%-1,86613F-HRTimeline
J.W. COLE ADVISORS, INC.20,287$1.1M0.02%new13F-HRTimeline
Eldridge Investment Advisors, Inc.20,181$1.1M0.23%+2,55313F-HRTimeline
McKinley Carter Wealth Services, Inc.20,092$1.09M0.06%-2613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.19,582$1.08M0.72%-25613F-HRTimeline
BIP Wealth, LLC19,682$1.07M0.07%-82013F-HRTimeline
Independent Advisor Alliance19,627$1.07M0.03%+2,44013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.19,621$1.07M<0.01%013F-HRTimelineGroup
WADDELL & ASSOCIATES, LLC19,506$1.06M0.11%-13913F-HRTimeline
Quadcap Wealth Management, LLC19,482$1.06M0.13%-1,33313F-HRTimeline
PRIVATE TRUST CO NA19,410$1.06M0.1%-1,06613F-HRTimeline
Sterling Investment Counsel, LLC19,219$1.05M0.61%+40113F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC19,027$1.03M0.31%+84113F-HRTimeline
Lifeworks Advisors, LLC18,520$1.01M0.15%-42713F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC18,401$1M1.26%+24313F-HRTimeline
National Wealth Management Group, LLC18,278$994K0.56%+28513F-HRTimeline
Christopher J. Hasenberg, Inc18,188$989K0.37%+18,15213F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK17,963$982K0.09%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…18,050$982K0.05%-2,66413F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC17,990$978K0.02%+3,01513F-HRTimeline
Hobbs Group Advisors, LLC17,904$974K0.33%-7113F-HRTimeline
Comprehensive Money Management Services…17,880$972K0.74%+29513F-HRTimeline
Evernest Financial Advisors, LLC17,846$970K0.31%new13F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC17,507$952K0.14%013F-HRTimeline
Arkadios Wealth Advisors17,289$940K0.03%+53913F-HRTimeline
Janney Montgomery Scott LLC17,236$937K<0.01%+7213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP17,192$935K0.06%+1,73913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC16,566$927K0.17%+6513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources17,021$926K<0.01%+1,00013F-HRTimelineGroup
Capital Management Associates, Inc16,943$921K0.29%-16,81113F-HRTimeline
High Probability Advisors, LLC16,782$913K0.14%+42713F-HRTimeline
VestGen Advisors, LLC16,468$901K0.04%-87113F-HRTimeline
Compound Planning, Inc.16,457$895K0.03%+6,11013F-HRTimeline
Armbruster Capital Management, Inc.16,454$895K0.16%-2,29613F-HRTimeline
Tidemark, LLC16,259$884K0.29%-3,37013F-HRTimeline
DUNCKER STREETT & CO INC16,256$884K0.16%-1,87613F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding16,255$884K+1,235Timeline
Orin Green Financial, LLC16,115$876K0.37%+313F-HRTimeline
Trinity Wealth Management, LLC16,100$876K0.35%-9,07713F-HRTimeline
River Street Advisors LLC16,022$871K0.38%-2413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,753$857K<0.01%-14,30113F-HRTimelineGroup
Canvas Wealth Advisors, LLC15,198$856K0.17%+5,98613F-HRTimeline
Second Line Capital, LLC15,731$855K0.2%-10113F-HRTimeline
VICUS CAPITAL15,667$852K0.07%+1,03113F-HRTimeline
Jackson Creek Investment Advisors LLC15,635$850K0.23%+10413F-HRTimeline
Balefire, LLC15,596$848K0.18%new13F-HRTimeline
Retirement Planning Co of New England, …15,589$848K0.38%-1713F-HRTimeline
Advisory Services Network, LLC15,339$847K0.01%-70213F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.15,361$835K0.35%-9313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp15,263$830K0.02%new13F-HRTimelineGroup
Stegent Equity Advisors, Inc.15,136$823K0.73%-19413F-HRTimeline
BCS Wealth Management15,088$821K0.18%-22013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC15,010$816K0.3%-7,69413F-HRTimeline
Fusion Family Wealth, LLC14,891$810K0.07%013F-HRTimeline
World Investment Advisors14,884$809K0.02%+2,75113F-HRTimeline
WorthPointe, LLC14,767$803K0.34%+6,70813F-HRTimeline
Ranch Capital Advisors Inc.14,507$789K0.34%+1,27513F-HRTimeline
Horan Securities, Inc.14,466$787K0.28%new13F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.14,445$786K0.12%-69713F-HR/ATimeline
Sachetta, LLC14,331$779K0.31%+14,30413F-HRTimeline
Ethos Financial Group, LLC14,276$776K0.07%-8513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,165$770K0.06%new13F-HRTimeline
Sage Mountain Advisors LLC14,116$768K0.05%013F-HRTimeline
Grey Ledge Advisors, LLC14,109$767K0.19%+1,38113F-HRTimeline
Empower Advisory Group, LLC14,090$766K<0.01%+10913F-HRTimeline
Csenge Advisory Group14,523$765K0.04%-6713F-HRTimeline
Dorsey & Whitney Trust CO LLC14,024$763K0.04%new13F-HRTimeline
Advisory Alpha, LLC13,984$761K0.02%-49213F-HRTimeline
NOVUS ADVISORS, LLC13,879$755K1.15%+51713F-HRTimeline
Northern Capital Management, Inc.13,764$748K0.44%+53813F-HRTimeline
Worth Financial Advisory Group, LLC13,761$748K0.46%+13113F-HRTimeline
Aldebaran Financial Inc.13,755$748K0.83%-5013F-HRTimeline
Fortitude Family Office, LLC13,608$740K0.24%new13F-HRTimeline
WHITE PINE CAPITAL LLC13,511$735K0.23%013F-HRTimeline
MGB Wealth Management, LLC13,339$725K0.24%-48313F-HRTimeline
Graypoint LLC13,329$725K0.04%-3813F-HRTimeline
SMITH, MOORE & CO.13,244$720K0.06%+27813F-HRTimeline
Leslie Global Wealth, LLC13,229$719K0.38%-20913F-HRTimeline
F/m Investments LLC13,143$716K0.03%013F-HRTimeline
Valpey Financial Services, LLC13,057$710K0.49%13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,988$706K0.03%-64313F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV12,897$701K0.05%+50113F-HRTimeline
WealthPlan Investment Management, LLC12,720$692K0.05%-52213F-HRTimeline
Drucker Wealth 3.0, LLC12,349$689K0.13%+1,40413F-HRTimeline
ERn Financial, LLC12,645$688K0.15%-15213F-HRTimeline
Coppell Advisory Solutions LLC12,488$679K0.08%new13F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.12,475$678K<0.01%-113F-HRTimelineGroup
PFG Advisors12,363$672K0.03%-26613F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC12,200$663K0.09%013F-HRTimeline
Global Financial Private Client, LLC12,196$663K0.25%+1,43113F-HRTimeline
Robinswood Financial LLC12,160$661K0.23%new13F-HRTimeline