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Disclosery

SPMD SPDR SERIES TRUST

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SHS (fund)

726 managers (733 13F filers) reported a position in SPMD shares at 2025-09-30, 221,281,778 shares in all. 69 filers opened a position and 48 filers sold out during the quarter.

Managers
726
13F filers
733
New
69
Added
342
Reduced
208
Sold out
48
Shares held by filers
221,281,778

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
CHEMUNG CANAL TRUST CO60,994$3.49M0.7%013F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.60,555$3.46M1.35%+3,97913F-HRTimeline
Sharkey, Howes & Javer60,239$3.45M0.44%-11,07613F-HRTimeline
Golden State Wealth Management, LLC60,225$3.44M0.38%-2,08113F-HRTimeline
Addison Capital Co59,322$3.39M1%+14,48913F-HRTimeline
Kagan Cocozza Asset Management59,246$3.39M2.57%-3,35913F-HRTimeline
Capital Investment Advisory Services, L…58,346$3.34M0.26%+11,77713F-HRTimeline
GREENLEAF TRUST57,519$3.29M0.03%new13F-HRTimeline
Luminist Capital LLC56,989$3.27M2.82%-1,56413F-HRTimeline
Perennial Investment Advisors, LLC57,124$3.27M0.27%-37,49213F-HRTimeline
IFP Advisors, Inc56,800$3.25M0.08%-7,08713F-HR/ATimeline
Tradewinds Capital Management, LLC56,334$3.22M0.72%+2,69313F-HRTimeline
Retirement Planning Group, LLC54,701$3.13M0.11%-82513F-HRTimeline
NorthCrest Asset Manangement, LLC54,154$3.09M0.07%+1,26013F-HRTimeline
Atria Investments, Inc53,955$3.09M0.04%+13213F-HRTimeline
Aspire Private Capital, LLC53,771$3.08M0.68%-2513F-HR/ATimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC53,052$3.03M0.03%+4,52813F-HRTimelineGroup
NovaPoint Capital, LLC52,928$3.03M0.74%+1,32713F-HRTimeline
Jacobi Capital Management LLC52,889$3.02M0.18%+1,52613F-HRTimeline
Crestwood Advisors Group, LLC52,811$3.02M0.05%+1,17713F-HRTimeline
United Asset Strategies, Inc.52,598$3.01M0.24%-46413F-HRTimeline
Signal Advisors Wealth, LLC51,930$2.97M0.27%-8,49213F-HRTimeline
Wealthquest Corp51,268$2.93M0.23%-1,23913F-HRTimeline
Destiny Capital Corp/CO50,031$2.86M1.56%-19613F-HRTimeline
&PARTNERS49,507$2.83M0.02%+86513F-HRTimeline
Tandem Investment Partners LLC49,425$2.83M2.32%+11013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC49,359$2.82M0.22%+83513F-HRTimeline
Walkner Condon Financial Advisors LLC49,283$2.82M0.45%+1,85813F-HRTimeline
HARBOUR INVESTMENTS, INC.49,157$2.81M0.06%+3,45213F-HRTimeline
POWER WEALTH MANAGEMENT LLC49,147$2.81M1.02%+1,59613F-HRTimeline
First International Bank & Trust48,934$2.8M0.97%-5,75913F-HRTimeline
Range Financial Group LLC48,781$2.79M1.01%-52713F-HRTimeline
Farrow Financial, Inc.48,572$2.78M1.61%+24613F-HRTimeline
AdvisorNet Financial, Inc47,098$2.69M0.15%+2,22513F-HRTimeline
Post Resch Tallon Group Inc.46,994$2.69M2.38%-24313F-HRTimeline
Shum Financial Group, Inc.46,824$2.68M2%13F-HRTimeline
Hibernia Wealth Partners, LLC45,203$2.59M1.66%-40,94813F-HRTimeline
Robinswood Financial LLC45,009$2.57M0.86%+32,84913F-HRTimeline
Kohmann Bosshard Financial Services, LLC44,891$2.57M0.26%013F-HRTimeline
Towercrest Capital Management44,561$2.55M0.41%-65013F-HRTimeline
Vestmark Advisory Solutions, Inc.44,242$2.53M0.05%-12,10213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC43,663$2.5M0.07%+5,85213F-HRTimelineGroup
21 West Wealth Management LLC42,719$2.44M2.32%+1,34113F-HRTimeline
POM Investment Strategies, LLC42,653$2.44M1.33%-31,22513F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co41,854$2.39M0.16%-2,00013F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC40,796$2.33M0.27%-59913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp40,733$2.33M<0.01%+2,48513F-HRTimelineGroup
TILIA FIDUCIARY PARTNERS, INC.40,520$2.32M1.34%+14,03213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…40,185$2.3M0.06%+13913F-HRTimelineGroup
Sterling Investment Advisors, Ltd.39,636$2.27M0.44%-67013F-HRTimeline
Fiduciary Group, LLC39,239$2.24M0.2%+9,75413F-HRTimeline
STEVENS CAPITAL PARTNERS37,822$2.16M0.65%+5,23113F-HRTimeline
MONECO ADVISORS, LLC37,789$2.16M0.18%+5,40613F-HRTimeline
SEMITAM BONAM LLC37,604$2.15M1.92%+43613F-HRTimeline
Simplicity Wealth,LLC36,951$2.11M0.12%-28,37113F-HRTimeline
Gateway Wealth Partners, LLC36,115$2.07M0.28%+6,33413F-HRTimeline
Cavalier Investments, LLC36,063$2.06M0.83%-77713F-HRTimeline
Crescent Grove Advisors, LLC36,057$2.06M0.2%-1,04213F-HRTimeline
FMR LLCin group FMR LLC35,472$2.03M<0.01%+3,24513F-HRTimelineGroup
Alliance Wealth Management Group35,327$2.02M0.45%-1,24413F-HRTimeline
JSF Financial, LLC35,138$2.01M0.45%+2,80313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC34,930$2M0.23%+5,26713F-HRTimeline
S.A. Mason LLC34,784$1.99M0.88%+29613F-HRTimeline
J.W. COLE ADVISORS, INC.34,774$1.99M0.04%+14,48713F-HRTimeline
Merit Financial Group, LLC34,357$1.96M0.02%-3,10313F-HR/ATimeline
ORBA Wealth Advisors, L.L.C.34,319$1.96M1.62%-82313F-HRTimeline
Keystone Financial Group10,545$1.93M0.15%+6,60913F-HR/ATimeline
BRADLEY FOSTER & SARGENT INC/CT33,745$1.93M0.03%-1,60013F-HRTimeline
TKG Advisors, LLC33,394$1.91M0.82%-1,73213F-HRTimeline
Financial Enhancement Group LLC32,935$1.9M0.25%+1,73013F-HRTimeline
Modern Wealth Management, LLC32,951$1.88M0.04%+6,99013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS32,785$1.87M<0.01%-11113F-HRTimeline
Larson Financial Group LLC32,410$1.85M0.07%-6,76513F-HRTimeline
SIMA Wealth Partners, LLC32,038$1.83M1.4%+86413F-HRTimeline
Meridian Financial Advisors, LLC31,389$1.8M1.01%+48813F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC31,386$1.79M0.18%+5,01613F-HRTimeline
WealthTrak Capital Management LLC31,057$1.78M1.46%new13F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC30,696$1.75M0.14%-43313F-HRTimelineGroup
Key Financial Inc30,199$1.73M0.32%+1,76813F-HRTimeline
Orange Investment Advisors, Inc.30,111$1.72M0.18%+6,71113F-HRTimeline
HM PAYSON & CO29,207$1.67M0.02%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp29,203$1.67M0.09%+3,04313F-HRTimelineGroup
Kelman-Lazarov, Inc.29,022$1.66M0.25%-38513F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…28,899$1.65M0.22%+1,79513F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co28,802$1.65M0.04%+6,53913F-HRTimeline
Summit Investment Advisory Services, LLC27,889$1.59M0.64%+1,37113F-HR/ATimeline
RAINIER FAMILY WEALTH INC27,808$1.59M1.42%+1,48513F-HRTimeline
Kingsview Wealth Management, LLC27,805$1.59M0.02%-73313F-HRTimeline
Compton Financial Group, LLC27,182$1.55M0.37%+10513F-HRTimeline
Strategic Financial Concepts, LLC27,182$1.55M0.23%+10513F-HRTimeline
Municipal Employees' Retirement System …26,947$1.54M0.02%013F-HRTimeline
Keystone Wealth Services, LLC26,826$1.53M0.33%-98313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,514$1.52M0.04%+1,37413F-HRTimelineGroup
VCI Wealth Management LLC26,381$1.51M0.46%new13F-HRTimeline
Cresset Asset Management, LLC26,323$1.51M0.01%+18,72613F-HR/ATimeline
WCG Wealth Advisors LLC26,229$1.5M0.09%+4,39313F-HRTimeline
Kraft, Davis & Associates, LLC25,946$1.5M0.36%+1,68213F-HRTimeline
Raleigh Capital Management Inc.26,192$1.5M0.57%+15613F-HRTimeline
Eldridge Investment Advisors, Inc.25,375$1.45M0.33%+5,19413F-HRTimeline
CFS Investment Advisory Services, LLC24,458$1.41M0.1%+1,87713F-HRTimeline
Balance Wealth Partners LLC24,239$1.39M0.34%+1,29213F-HRTimeline
PAX Financial Group, LLC24,188$1.38M0.25%-32113F-HRTimeline
Brio Consultants, LLC23,585$1.35M0.19%-6,04513F-HRTimeline
Total Clarity Wealth Management, Inc.23,576$1.35M0.36%+1,54013F-HRTimeline
SIMON QUICK ADVISORS, LLC23,478$1.34M0.06%new13F-HRTimeline
Fingerlakes Wealth Management, Inc.23,211$1.33M0.87%-26213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…23,163$1.32M0.02%+21213F-HRTimelineGroup
CoreCap Advisors, LLC23,036$1.32M0.05%-69613F-HRTimeline
NewEdge Wealth, LLC23,016$1.31M0.02%-3,80513F-HRTimeline
AlphaCore Capital LLC22,738$1.3M0.04%-67613F-HRTimeline
Wedmont Private Capital22,480$1.28M0.05%+37713F-HRTimeline
Roundview Capital LLC22,433$1.28M0.08%+9513F-HRTimeline
Independent Advisor Alliance22,131$1.27M0.03%+2,50413F-HRTimeline
Curbstone Financial Management Corp21,700$1.24M0.24%013F-HRTimeline
Delta Wealth Advisors LLC21,314$1.22M0.95%-1,27013F-HRTimeline
Armbruster Capital Management, Inc.21,015$1.2M0.2%+4,56113F-HRTimeline
Intrua Financial, LLC20,490$1.17M0.14%new13F-HRTimeline
PRIVATE TRUST CO NA20,120$1.15M0.1%+71013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC20,112$1.15M1.54%+1,71113F-HRTimeline
McKinley Carter Wealth Services, Inc.20,065$1.15M0.06%-2713F-HRTimeline
WADDELL & ASSOCIATES, LLC20,024$1.15M0.1%+51813F-HRTimeline
M Holdings Securities, Inc.19,944$1.14M0.24%-128,19813F-HRTimeline
Sterling Investment Counsel, LLC19,691$1.13M0.36%+47213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.19,621$1.12M<0.01%013F-HRTimelineGroup
Quadcap Wealth Management, LLC19,362$1.11M0.13%-12013F-HRTimeline
SEEDS INVESTOR LLC19,227$1.1M0.23%+11,26713F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC19,166$1.1M0.31%+13913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.19,087$1.09M0.68%-49513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP18,865$1.08M0.07%+1,67313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.18,861$1.08M0.35%-3,70113F-HRTimeline
Lifeworks Advisors, LLC18,404$1.05M0.14%-11613F-HRTimeline
BIP Wealth, LLC18,103$1.04M0.05%-1,57913F-HRTimeline
Arkadios Wealth Advisors18,046$1.03M0.03%+75713F-HRTimeline
Evernest Financial Advisors, LLC17,996$1.03M0.29%+15013F-HRTimeline
Hobbs Group Advisors, LLC17,905$1.02M0.32%+113F-HRTimeline
Comprehensive Money Management Services…17,850$1.02M0.72%-3013F-HRTimeline
National Wealth Management Group, LLC17,766$1.02M0.38%-51213F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC17,512$1M0.13%+513F-HRTimeline
Janney Montgomery Scott LLC17,270$988K<0.01%+3413F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK17,963$982K0.09%013F-HRTimeline
BCS Wealth Management17,038$974K0.22%+1,95013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources17,021$973K<0.01%013F-HRTimelineGroup
Capital Management Associates, Inc17,001$972K0.26%+5813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC16,605$959K0.16%+3913F-HRTimeline
Compound Planning, Inc.16,583$948K0.03%+12613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC16,440$940K0.02%-1,55013F-HRTimeline
Orin Green Financial, LLC16,367$936K0.37%+25213F-HRTimeline
Trilogy Capital Inc.16,286$931K0.04%-23,87313F-HRTimeline
DUNCKER STREETT & CO INC16,256$930K0.16%013F-HRTimeline
Trinity Wealth Management, LLC16,050$918K0.34%-5013F-HRTimeline
World Investment Advisors16,049$918K0.02%+1,16513F-HRTimeline
River Street Advisors LLC16,006$915K0.35%-1613F-HRTimeline
Brand Asset Management Group, Inc.15,791$903K0.25%new13F-HRTimeline
Krilogy Financial LLC15,773$896K0.03%new13F-HRTimeline
Tidemark, LLC15,613$893K0.26%-64613F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.15,411$881K0.32%+5013F-HRTimeline
WorthPointe, LLC15,387$880K0.33%+62013F-HRTimeline
High Probability Advisors, LLC15,343$877K0.12%-1,43913F-HRTimeline
Retirement Planning Co of New England, …15,305$875K0.35%-28413F-HRTimeline
Advisory Services Network, LLC15,299$875K0.01%-4013F-HRTimeline
Strategic Financial Planning, Inc.15,247$872K0.51%+4,39613F-HRTimeline
Worth Financial Advisory Group, LLC15,201$869K0.49%+1,44013F-HRTimeline
Second Line Capital, LLC15,158$867K0.18%-57313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…15,082$863K<0.01%-612,24113F-HRTimelineGroup
Fusion Family Wealth, LLC14,891$852K0.06%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp14,849$849K0.02%-41413F-HRTimelineGroup
Sollinda Capital Management LLC14,825$848K0.23%-7,88213F-HRTimeline
Balefire, LLC14,733$843K0.17%-86313F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …14,676$839K<0.01%+58613F-HRTimelineGroup
Grey Ledge Advisors, LLC14,540$832K0.19%+43113F-HRTimeline
Ranch Capital Advisors Inc.14,489$829K0.32%-1813F-HRTimeline
Aldebaran Financial Inc.14,380$822K0.82%+62513F-HRTimeline
Sachetta, LLC14,377$822K0.31%+4613F-HRTimeline
Ethos Financial Group, LLC14,276$816K0.06%013F-HRTimeline
NOVUS ADVISORS, LLC14,150$809K1.86%+27113F-HRTimeline
HORAN Wealth, LLC14,051$804K0.13%new13F-HRTimeline
Global Financial Private Client, LLC14,036$803K0.29%+1,84013F-HRTimeline
Dorsey & Whitney Trust CO LLC14,024$802K0.04%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC14,018$802K0.25%-99213F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.13,953$798K0.12%-49213F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC13,821$790K<0.01%+4,95713F-HRTimelineGroup
VestGen Advisors, LLC13,709$784K0.03%-2,75913F-HRTimeline
Advisory Alpha, LLC13,586$781K0.02%-39813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,165$780K0.06%013F-HRTimeline
WHITE PINE CAPITAL LLC13,511$773K0.22%013F-HRTimeline
Fortitude Family Office, LLC13,374$765K0.21%-23413F-HRTimeline
MGB Wealth Management, LLC13,345$763K0.22%+613F-HRTimeline
Sage Mountain Advisors LLC13,330$762K0.04%-78613F-HRTimeline
Breakwater Capital Group13,301$761K0.11%+2,69113F-HRTimeline
SMITH, MOORE & CO.13,244$757K0.06%013F-HRTimeline
Park Place Capital Corp13,241$757K0.16%+3,23213F-HRTimeline
ERn Financial, LLC12,992$743K0.15%+34713F-HRTimeline
Mattson Financial Services, LLC12,939$740K0.18%+8,28513F-HRTimeline
Valpey Financial Services, LLC12,925$739K0.48%-13213F-HRTimeline
F/m Investments LLC12,812$733K0.03%-33113F-HRTimeline
Vawter Financial, Ltd.12,747$729K0.33%new13F-HR/ATimeline
Ascent Group, LLCin group Ascent Group, LLC12,737$728K0.03%-25113F-HRTimelineGroup
WealthPlan Investment Management, LLC12,415$710K0.05%-30513F-HRTimeline
Arete Wealth Advisors, LLC12,359$705K0.04%+3,27213F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC12,200$698K0.09%013F-HRTimeline