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Disclosery

SPMD SPDR SERIES TRUST

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SHS (fund)

787 managers (798 13F filers) reported a position in SPMD shares at 2025-12-31, 234,987,089 shares in all. 67 filers opened a position and 37 filers sold out during the quarter.

Managers
787
13F filers
798
New
67
Added
368
Reduced
223
Sold out
37
Shares held by filers
234,987,089

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
ARQ WEALTH ADVISORS, LLC65,583$3.8M1.02%-5,82513F-HRTimeline
Manhattan West Asset Management, LLC65,441$3.79M0.78%-1,92513F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.65,414$3.79M1.43%+4,85913F-HRTimeline
Robinswood Financial LLC65,108$3.77M1.21%+20,09913F-HRTimeline
Tradewinds Capital Management, LLC64,165$3.72M0.78%+7,83113F-HRTimeline
Benchmark Financial, LLC63,171$3.66M3.65%13F-HRTimeline
FLOW TRADERS U.S. LLC62,968$3.65M0.12%new13F-HRTimeline
Aspetuck Financial Management LLC62,660$3.63M2.44%+84013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA62,200$3.6M0.01%new13F-HRTimelineGroup
CHEMUNG CANAL TRUST CO60,994$3.53M0.7%013F-HRTimeline
Lynx Investment Advisory59,248$3.43M1.87%-3,01713F-HRTimeline
Kagan Cocozza Asset Management59,059$3.42M2.43%-18713F-HRTimeline
Golden State Wealth Management, LLC58,936$3.41M0.36%-1,28913F-HRTimeline
IFP Advisors, Inc58,618$3.39M0.08%+1,81813F-HRTimeline
Breachway Investments LLC57,564$3.33M3.52%13F-HRTimeline
Capital Investment Advisory Services, L…57,440$3.33M0.24%-90613F-HRTimeline
NorthCrest Asset Manangement, LLC55,825$3.32M0.07%+1,67113F-HRTimeline
Post Resch Tallon Group Inc.57,214$3.31M2.8%+10,22013F-HRTimeline
Atria Investments, Inc56,586$3.28M0.04%+2,63113F-HRTimeline
Perennial Investment Advisors, LLC56,189$3.25M0.26%-93513F-HRTimeline
Jacobi Capital Management LLC55,868$3.24M0.19%+2,97913F-HRTimeline
Total Clarity Wealth Management, Inc.54,973$3.18M0.77%+31,39713F-HRTimeline
Crestwood Advisors Group, LLC54,188$3.14M0.05%+1,37713F-HRTimeline
Aspire Private Capital, LLC53,946$3.12M0.69%+17513F-HRTimeline
United Asset Strategies, Inc.53,813$3.12M0.24%+1,21513F-HRTimeline
NovaPoint Capital, LLC52,906$3.06M0.79%-2213F-HRTimeline
Capital Investment Management, Inc.52,831$3.06M1.07%13F-HRTimeline
Independent Advisor Alliance52,408$3.03M0.07%+30,27713F-HRTimeline
Signal Advisors Wealth, LLC51,844$3M0.24%-8613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC51,580$2.99M0.08%+7,91713F-HR/ATimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC51,395$2.98M0.03%-1,65713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.51,254$2.97M0.06%+2,09713F-HRTimeline
Retirement Planning Group, LLC51,246$2.97M0.1%-3,45513F-HRTimeline
Walkner Condon Financial Advisors LLC50,295$2.91M0.4%+1,01213F-HRTimeline
&PARTNERS50,251$2.91M0.02%+74413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC50,244$2.91M0.22%+88513F-HRTimeline
POWER WEALTH MANAGEMENT LLC50,102$2.9M1.02%+95513F-HRTimeline
AdvisorNet Financial, Inc50,054$2.9M0.15%+2,95613F-HRTimeline
Destiny Capital Corp/CO49,831$2.89M1.49%-20013F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.49,645$2.87M1.59%+9,12513F-HRTimeline
Luminist Capital LLC49,559$2.87M3.54%-7,43013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC49,507$2.87M0.32%+14,57713F-HRTimeline
Range Financial Group LLC49,287$2.85M0.99%+50613F-HRTimeline
Tandem Investment Partners LLC49,095$2.84M2.4%-33013F-HRTimeline
Intrua Financial, LLC48,853$2.83M0.31%+28,36313F-HRTimeline
Fiduciary Group, LLC48,018$2.78M0.23%+8,77913F-HRTimeline
Carroll Advisory Group, LLC47,990$2.78M1.2%13F-HRTimeline
Shum Financial Group, Inc.47,332$2.74M1.97%+50813F-HRTimeline
Vestmark Advisory Solutions, Inc.47,177$2.73M0.04%+2,93513F-HRTimeline
Sharkey, Howes & Javer46,948$2.72M0.35%-13,29113F-HRTimeline
Modern Wealth Management, LLC46,315$2.68M0.05%+13,36413F-HRTimeline
POM Investment Strategies, LLC46,080$2.67M1.37%+3,42713F-HRTimeline
Simplicity Wealth,LLC45,887$2.66M0.16%+8,93613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp45,032$2.61M<0.01%+4,29913F-HRTimelineGroup
Wealthquest Corp44,985$2.61M0.2%-6,28313F-HRTimeline
Kohmann Bosshard Financial Services, LLC44,891$2.6M0.23%013F-HRTimeline
MONECO ADVISORS, LLC44,243$2.56M0.2%+6,45413F-HRTimeline
Towercrest Capital Management43,716$2.53M0.4%-84513F-HRTimeline
21 West Wealth Management LLC43,419$2.51M2.3%+70013F-HRTimeline
Alesco Advisors, LLC, An ESL Co41,942$2.43M0.06%+13,14013F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co41,854$2.42M0.16%013F-HRTimelineGroup
Gambit Capital Management, LLC41,751$2.42M1.73%13F-HRTimeline
SEMITAM BONAM LLC41,487$2.4M2%+3,88313F-HRTimeline
Breakwater Capital Group40,779$2.36M0.33%+27,47813F-HRTimeline
STEVENS CAPITAL PARTNERS40,414$2.34M0.61%+2,59213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC40,236$2.33M0.26%-56013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding39,965$2.31M-220Timeline
Wealth Enhancement Trust Services, Inc.39,612$2.29M0.29%13F-HRTimeline
Sterling Investment Advisors, Ltd.39,098$2.26M0.42%-53813F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC38,300$2.22M0.22%+6,91413F-HRTimeline
FMR LLCin group FMR LLC37,607$2.18M<0.01%+2,13513F-HRTimelineGroup
SIMA Wealth Partners, LLC37,546$2.17M1.65%+5,50813F-HRTimeline
Measured Wealth Private Client Group, L…37,033$2.14M0.57%-44,86913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…36,539$2.12M0.02%new13F-HRTimelineGroup
JSF Financial, LLC36,431$2.11M0.44%+1,29313F-HRTimeline
MMA ASSET MANAGEMENT LLC36,219$2.1M0.75%-34,38513F-HRTimeline
BCS Wealth Management35,669$2.07M0.21%+18,63113F-HRTimeline
S.A. Mason LLC35,199$2.04M0.81%+41513F-HRTimeline
Financial Enhancement Group LLC32,771$2.02M0.26%-16413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS34,679$2.01M<0.01%+1,89413F-HRTimeline
Crescent Grove Advisors, LLC34,668$2.01M0.19%-1,38913F-HRTimeline
Alliance Wealth Management Group34,543$2M0.44%-78413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp34,266$1.98M0.11%+5,06313F-HRTimelineGroup
Larson Financial Group LLC33,941$1.97M0.07%+1,53113F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…33,620$1.95M0.25%+4,72113F-HRTimelineGroup
TKG Advisors, LLC33,444$1.94M0.78%+5013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT32,172$1.86M0.03%-1,57313F-HRTimeline
Orange Investment Advisors, Inc.31,765$1.84M0.2%+1,65413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,659$1.83M<0.01%+21,74613F-HRTimelineGroup
Cavalier Investments, LLC31,639$1.83M0.57%-4,42413F-HRTimeline
Meridian Financial Advisors, LLC31,179$1.81M0.98%-21013F-HRTimeline
Key Financial Inc30,972$1.79M0.33%+77313F-HRTimeline
RAINIER FAMILY WEALTH INC30,437$1.76M1.33%+2,62913F-HRTimeline
Balance Wealth Partners LLC30,080$1.74M0.56%+5,84113F-HRTimeline
Kelman-Lazarov, Inc.29,376$1.7M0.24%+35413F-HRTimeline
ORBA Wealth Advisors, L.L.C.29,345$1.7M1.48%-4,97413F-HRTimeline
World Investment Advisors29,293$1.7M0.03%+13,24413F-HR/ATimeline
Downshift Financial, LLC27,128$1.65M1.02%13F-HRTimeline
Summit Investment Advisory Services, LLC28,186$1.63M0.62%+29713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC28,170$1.63M0.04%+1,65613F-HRTimelineGroup
Belpointe Asset Management LLC27,985$1.62M0.06%+18,75013F-HRTimeline
Advisor Resource Council27,094$1.62M0.58%+17,71713F-HRTimeline
Kingsview Wealth Management, LLC27,776$1.61M0.02%-2913F-HRTimeline
Raleigh Capital Management Inc.27,577$1.6M0.58%+1,38513F-HRTimeline
Kraft, Davis & Associates, LLC26,153$1.59M0.36%+20713F-HRTimeline
CFS Investment Advisory Services, LLC27,269$1.58M0.12%+2,81113F-HRTimeline
Compton Financial Group, LLC26,680$1.55M0.35%-50213F-HRTimeline
J.W. COLE ADVISORS, INC.32,035$1.53M0.04%-2,73913F-HRTimeline
Eldridge Investment Advisors, Inc.26,034$1.51M0.33%+65913F-HRTimeline
Roundview Capital LLC25,768$1.49M0.09%+3,33513F-HRTimeline
WCG Wealth Advisors LLC25,536$1.48M0.04%-69313F-HRTimeline
Cresset Asset Management, LLC24,923$1.44M0.01%-1,40013F-HRTimeline
BLUE JEAN FINANCIAL LLC24,621$1.43M1.16%13F-HRTimeline
CoreCap Advisors, LLC24,431$1.41M0.05%+1,39513F-HRTimeline
SIMON QUICK ADVISORS, LLC23,504$1.36M0.06%+2613F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC23,260$1.35M2.23%+3,14813F-HRTimeline
NewEdge Wealth, LLC23,237$1.35M0.02%+22113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…23,079$1.34M0.02%-8413F-HRTimelineGroup
Asset One Wealth Management LLC21,958$1.33M0.18%13F-HRTimeline
Wedmont Private Capital22,186$1.33M0.05%-29413F-HRTimeline
Pinnacle Family Advisors, LLC22,855$1.32M0.58%new13F-HRTimeline
Armbruster Capital Management, Inc.22,741$1.32M0.22%+1,72613F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC21,482$1.3M0.09%-9,21413F-HRTimelineGroup
PAX Financial Group, LLC22,416$1.3M0.22%-1,77213F-HRTimeline
Merit Financial Group, LLC22,021$1.28M0.01%-12,33613F-HRTimeline
Fingerlakes Wealth Management, Inc.21,965$1.27M0.81%-1,24613F-HRTimeline
Brio Consultants, LLC21,870$1.27M0.16%-1,71513F-HRTimeline
Delta Wealth Advisors LLC21,328$1.24M1.03%+1413F-HRTimeline
Curbstone Financial Management Corp21,250$1.23M0.24%-45013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP20,812$1.21M0.07%+1,94713F-HRTimeline
Northwest Wealth Advisors, LLC20,466$1.19M0.92%13F-HRTimeline
PRIVATE TRUST CO NA20,265$1.17M0.1%+14513F-HRTimeline
Saxony Capital Management, LLC20,146$1.17M0.72%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC20,006$1.16M0.08%-1813F-HRTimeline
L2 Asset Management, LLC19,953$1.16M0.15%+10,46813F-HRTimeline
Evernest Financial Advisors, LLC18,285$1.15M0.24%+28913F-HRTimeline
Sterling Investment Counsel, LLC19,703$1.14M0.33%+1213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.19,694$1.14M<0.01%+7313F-HRTimelineGroup
BUTENSKY & COHEN FINANCIAL SECURITY, INC19,594$1.13M0.31%+42813F-HRTimeline
Quadcap Wealth Management, LLC19,116$1.11M0.13%-24613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.18,969$1.1M0.36%-11813F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.18,948$1.1M0.35%+8713F-HRTimeline
Advisory Services Network, LLC18,511$1.07M0.02%+3,21213F-HRTimeline
Lifeworks Advisors, LLC18,411$1.07M0.14%+713F-HRTimeline
Gateway Wealth Partners, LLC18,387$1.06M0.12%-17,72813F-HRTimeline
National Wealth Management Group, LLC18,330$1.06M0.37%+56413F-HRTimeline
TSG Advice Partners, LLC18,299$1.06M0.16%13F-HRTimeline
Arkadios Wealth Advisors17,957$1.04M0.02%-8913F-HRTimeline
Strategic Financial Planning, Inc.17,904$1.04M0.59%+2,65713F-HRTimeline
Comprehensive Money Management Services…17,870$1.03M0.71%+2013F-HRTimeline
Trinity Wealth Management, LLC17,758$1.03M0.38%+1,70813F-HRTimeline
BIP Wealth, LLC17,577$1.02M0.04%-52613F-HRTimeline
Mattson Financial Services, LLC17,550$1.02M0.24%+4,61113F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC17,512$1.01M0.14%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/17,461$1.01M<0.01%+6,35113F-HRTimelineGroup
Vise Technologies, Inc.17,438$1.01M0.02%new13F-HRTimeline
High Probability Advisors, LLC17,172$994K0.13%+1,82913F-HRTimeline
Janney Montgomery Scott LLC17,100$990K<0.01%-17013F-HRTimeline
Midwest Financial Network, LLC17,072$989K0.76%+8,04113F-HRTimeline
Capital Management Associates, Inc17,064$988K0.22%+6313F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK17,963$982K0.09%013F-HRTimeline
Hobbs Group Advisors, LLC16,705$967K0.29%-1,20013F-HRTimeline
Compound Planning, Inc.16,422$951K0.03%-16113F-HRTimeline
Orin Green Financial, LLC16,400$950K0.38%+3313F-HRTimeline
River Street Advisors LLC16,346$947K0.35%+34013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC16,043$942K0.15%-56213F-HRTimeline
DUNCKER STREETT & CO INC16,210$939K0.17%-4613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources16,021$928K<0.01%-1,00013F-HRTimelineGroup
Legacy Wealth Partners, LLC15,927$922K0.24%13F-HRTimeline
Trilogy Capital Inc.15,771$913K0.04%-51513F-HRTimeline
Retirement Planning Co of New England, …15,738$911K0.37%+43313F-HRTimeline
McKinley Carter Wealth Services, Inc.15,717$910K0.05%-4,34813F-HRTimeline
Aldebaran Financial Inc.15,433$903K0.84%+1,05313F-HRTimeline
SEEDS INVESTOR LLC15,418$893K0.17%-3,80913F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV15,415$893K0.87%13F-HRTimeline
Krilogy Financial LLC14,576$890K0.03%-1,19713F-HRTimeline
Worth Financial Advisory Group, LLC15,364$890K0.43%+16313F-HRTimeline
WorthPointe, LLC15,359$889K0.23%-2813F-HRTimeline
Ranch Capital Advisors Inc.15,334$888K0.33%+84513F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.15,245$883K0.31%-16613F-HRTimeline
Brand Asset Management Group, Inc.15,172$879K0.25%-61913F-HRTimeline
Grey Ledge Advisors, LLC15,120$876K0.2%+58013F-HRTimeline
Balefire, LLC15,023$870K0.17%+29013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,939$865K0.02%-1,50113F-HR/ATimeline
Fusion Family Wealth, LLC14,891$862K0.07%013F-HRTimeline
Tidemark, LLC14,870$861K0.24%-74313F-HRTimeline
Second Line Capital, LLC14,806$857K0.18%-35213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp14,713$852K0.02%-13613F-HRTimelineGroup
Global Financial Private Client, LLC14,690$851K0.3%+65413F-HRTimeline
NOVUS ADVISORS, LLC14,455$837K1.87%+30513F-HRTimeline
Ethos Financial Group, LLC14,276$827K0.06%013F-HRTimeline
Valpey Financial Services, LLC14,064$814K0.52%+1,13913F-HR/ATimeline
HORAN Wealth, LLC14,053$814K0.13%+213F-HRTimeline
Dorsey & Whitney Trust CO LLC14,024$812K0.04%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC14,014$812K0.24%-413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC13,755$796K<0.01%-6613F-HRTimelineGroup
Sachetta, LLC13,653$791K0.43%-72413F-HRTimeline
Advisory Alpha, LLC13,551$785K0.02%-3513F-HRTimeline
TWO SIGMA SECURITIES, LLC13,550$785K0.11%new13F-HRTimeline
WHITE PINE CAPITAL LLC13,511$782K0.22%013F-HRTimeline