Skip to content
Disclosery

SPMD SPDR SERIES TRUST

Follow

SHS (fund)

807 managers (816 13F filers) reported a position in SPMD shares at 2026-03-31, 236,977,885 shares in all. 74 filers opened a position and 54 filers sold out during the quarter.

Managers
807
13F filers
816
New
74
Added
377
Reduced
248
Sold out
54
Shares held by filers
236,977,885

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Mayflower Financial Advisors, LLC74,165$4.39M0.53%+1,34113F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding73,937$4.38M-6,498Timeline
Compass Wealth Management LLC73,692$4.36M1.08%-2,53513F-HRTimeline
Pure Financial Advisors, LLC73,501$4.35M0.06%+3,87113F-HRTimeline
AE Wealth Management LLC73,500$4.35M0.02%+6,86813F-HRTimeline
ArborFi Advisors, LLC73,454$4.35M3.55%+3,87813F-HRTimeline
Up Capital Management, Inc.73,010$4.32M4.85%+61,54213F-HRTimeline
Tradewinds Capital Management, LLC71,023$4.21M0.84%+6,85813F-HRTimeline
FORONJY FINANCIAL LLC70,575$4.18M1.74%+1,32613F-HRTimeline
Atlanta Consulting Group Advisors, LLC70,328$4.16M0.9%-10,04513F-HRTimeline
Syntegra Private Wealth Group, LLC69,710$4.13M0.39%-43,25613F-HRTimeline
Benchmark Financial, LLC69,380$4.11M3.69%+6,20913F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …66,900$3.96M<0.01%-6,30013F-HRTimelineGroup
Capital Investment Advisory Services, L…65,850$3.9M0.28%+8,41013F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.65,523$3.88M1.46%+10913F-HRTimeline
Summit Financial, LLC64,794$3.84M0.05%+54,09213F-HRTimeline
G&S Capital LLC63,742$3.77M1.33%-13,78313F-HRTimeline
Aspetuck Financial Management LLC63,617$3.77M2.58%+95713F-HRTimeline
Financial Solutions Advisory Group, Inc.63,164$3.74M0.52%13F-HRTimeline
ARQ WEALTH ADVISORS, LLC63,057$3.73M0.67%-2,52613F-HRTimeline
Zinnia Wealth Advisory, LLC62,885$3.72M4.17%-3,98713F-HRTimeline
Lynx Investment Advisory62,763$3.72M1.78%+3,51513F-HRTimeline
Jacobi Capital Management LLC62,090$3.68M0.21%+6,22213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…61,441$3.64M<0.01%+29,78213F-HRTimelineGroup
Post Resch Tallon Group Inc.60,645$3.61M2.92%+3,43113F-HRTimeline
CHEMUNG CANAL TRUST CO60,994$3.61M0.73%013F-HRTimeline
Breachway Investments LLC58,996$3.52M3.38%+1,43213F-HRTimeline
Kagan Cocozza Asset Management57,911$3.43M2.41%-1,14813F-HRTimeline
Signal Advisors Wealth, LLC56,685$3.36M0.23%+4,84113F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.56,297$3.33M1.83%+6,65213F-HRTimeline
Atria Investments, Inc55,750$3.3M0.04%-83613F-HRTimeline
Perennial Investment Advisors, LLC55,346$3.28M0.26%-84313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC54,688$3.24M0.36%+5,18113F-HRTimeline
Luken Investment Analytics, LLC54,441$3.22M1.23%new13F-HRTimeline
Capital Investment Management, Inc.54,334$3.22M1.11%+1,50313F-HRTimeline
Simplicity Wealth,LLC53,952$3.2M0.18%+8,06513F-HRTimeline
FLOW TRADERS U.S. LLC53,826$3.19M0.1%-9,14213F-HRTimeline
Aspire Private Capital, LLC53,678$3.18M0.72%-26813F-HRTimeline
Luminist Capital LLC53,629$3.18M4.22%+4,07013F-HRTimeline
Fiduciary Group, LLC53,523$3.17M0.27%+5,50513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC53,265$3.15M<0.01%new13F-HRTimelineGroup
United Asset Strategies, Inc.53,142$3.15M0.25%-67113F-HRTimeline
Crestwood Advisors Group, LLC52,956$3.14M0.05%-1,23213F-HRTimeline
NovaPoint Capital, LLC52,820$3.13M0.78%-8613F-HRTimeline
Walkner Condon Financial Advisors LLC52,641$3.12M0.41%+2,34613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC51,822$3.07M0.08%+24213F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC51,518$3.05M0.22%+1,27413F-HRTimeline
&PARTNERS51,495$3.05M0.02%+1,24413F-HRTimeline
POWER WEALTH MANAGEMENT LLC51,420$3.05M1.13%+1,31813F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC51,395$3.04M0.04%013F-HRTimelineGroup
STEVENS CAPITAL PARTNERS51,189$3.03M0.73%+10,77513F-HRTimeline
Retirement Planning Group, LLC51,053$3.02M0.09%-19313F-HRTimeline
AdvisorNet Financial, Inc50,394$2.98M0.15%+34013F-HRTimeline
Tandem Investment Partners LLC50,210$2.97M2.52%+1,11513F-HRTimeline
Vestmark Advisory Solutions, Inc.50,206$2.97M0.03%+3,02913F-HRTimeline
Destiny Capital Corp/CO49,170$2.91M1.55%-66113F-HRTimeline
GTS SECURITIES LLC49,143$2.91M0.1%new13F-HRTimeline
Gotham Asset Management, LLC48,879$2.89M0.01%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp48,847$2.89M<0.01%+3,81513F-HRTimelineGroup
Range Financial Group LLC48,368$2.86M0.96%-91913F-HRTimeline
Alesco Advisors, LLC, An ESL Co48,207$2.85M0.07%+6,26513F-HRTimeline
IFP Advisors, Inc48,079$2.85M0.06%-10,53913F-HRTimeline
Shum Financial Group, Inc.47,573$2.82M1.99%+24113F-HRTimeline
Golden State Wealth Management, LLC47,116$2.79M0.31%-11,82013F-HRTimeline
Carroll Advisory Group, LLC46,603$2.76M1.07%-1,38713F-HRTimeline
Breakwater Capital Group46,406$2.75M0.37%+5,62713F-HRTimeline
MONECO ADVISORS, LLC46,147$2.73M0.21%+1,90413F-HRTimeline
Intrua Financial, LLC46,030$2.73M0.29%-2,82313F-HRTimeline
Kohmann Bosshard Financial Services, LLC44,173$2.62M0.25%-71813F-HR/ATimeline
Towercrest Capital Management43,958$2.6M0.41%+24213F-HRTimeline
Sterling Investment Advisors, Ltd.43,407$2.57M0.47%+4,30913F-HRTimeline
21 West Wealth Management LLC42,394$2.51M2.33%-1,02513F-HRTimeline
FMR LLCin group FMR LLC42,366$2.51M<0.01%+4,75913F-HRTimelineGroup
SEMITAM BONAM LLC42,215$2.5M2.04%+72813F-HRTimeline
Total Clarity Wealth Management, Inc.42,014$2.49M0.58%-12,95913F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…40,822$2.42M0.29%+7,20213F-HRTimelineGroup
Financial Enhancement Group LLC37,575$2.4M0.3%+4,80413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS40,133$2.38M<0.01%+5,45413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC39,852$2.36M0.25%-38413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…38,585$2.28M0.02%+2,04613F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding38,483$2.28M-1,482Timeline
WEALTHCARE CAPITAL MANAGEMENT LLC38,478$2.28M0.23%+17813F-HRTimeline
SIMA Wealth Partners, LLC38,356$2.27M1.73%+81013F-HRTimeline
HANSEATIC MANAGEMENT SERVICES INC37,901$2.24M2.15%13F-HRTimeline
MMA ASSET MANAGEMENT LLC37,760$2.24M0.79%+1,54113F-HRTimeline
Modern Wealth Management, LLC36,892$2.2M0.04%-9,42313F-HRTimeline
Larson Financial Group LLC37,084$2.2M0.07%+3,14313F-HRTimeline
S.A. Mason LLC36,665$2.17M0.82%+1,46613F-HRTimeline
Wealthquest Corp36,626$2.17M0.15%-8,35913F-HR/ATimeline
Gateway Wealth Partners, LLC35,438$2.1M0.08%+17,05113F-HRTimeline
TWO SIGMA SECURITIES, LLC35,376$2.09M0.24%+21,82613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC35,089$2.08M0.05%+6,91913F-HRTimelineGroup
Sharkey, Howes & Javer35,036$2.07M0.28%-11,91213F-HRTimeline
Alliance Wealth Management Group34,814$2.06M0.45%+27113F-HRTimeline
Global Assets Advisory, LLC15,531$2.06M0.59%new13F-HRTimeline
Crescent Grove Advisors, LLC34,669$2.05M0.2%+113F-HRTimeline
Orange Investment Advisors, Inc.33,515$1.98M0.26%+1,75013F-HR/ATimeline
Glen Eagle Advisors, LLC33,318$1.97M0.28%-63,53013F-HRTimeline
J.W. COLE ADVISORS, INC.31,895$1.89M0.06%-14013F-HRTimeline
L2 Asset Management, LLC31,588$1.87M0.18%+11,63513F-HRTimeline
Cresset Asset Management, LLC31,572$1.87M0.01%+6,64913F-HRTimeline
Measured Wealth Private Client Group, L…31,537$1.87M0.51%-5,49613F-HRTimeline
Meridian Financial Advisors, LLC31,520$1.87M1.02%+34113F-HRTimeline
RAINIER FAMILY WEALTH INC31,219$1.85M1.24%+78213F-HRTimeline
Downshift Financial, LLC28,335$1.79M0.93%+1,20713F-HRTimeline
Rossby Financial, LCC29,924$1.79M0.37%+29,85313F-HRTimeline
Raleigh Capital Management Inc.29,915$1.77M0.61%+2,33813F-HRTimeline
Symphony Financial, Ltd. Co.30,114$1.76M0.23%-69,01813F-HRTimeline
Cavalier Investments, LLC29,539$1.75M0.45%-2,10013F-HRTimeline
Key Financial Inc29,510$1.75M0.31%-1,46213F-HRTimeline
Wealth Enhancement Trust Services, Inc.29,431$1.74M0.21%-10,18113F-HRTimeline
WADDELL & ASSOCIATES, LLC29,107$1.72M0.1%+9,10113F-HRTimeline
Midwest Financial Network, LLC29,065$1.72M1.37%+11,99313F-HRTimeline
Arete Wealth Advisors, LLC29,052$1.72M0.13%+16,09913F-HR/ATimeline
BRADLEY FOSTER & SARGENT INC/CT28,444$1.68M0.03%-3,72813F-HR/ATimeline
Kingsview Wealth Management, LLC28,324$1.68M0.02%+54813F-HRTimeline
Kelman-Lazarov, Inc.28,125$1.67M0.24%-1,25113F-HRTimeline
Summit Investment Advisory Services, LLC28,120$1.67M0.62%-6613F-HRTimeline
Advisor Resource Council27,509$1.63M0.64%+41513F-HRTimeline
CFS Investment Advisory Services, LLC24,818$1.59M0.11%-2,45113F-HRTimeline
ORBA Wealth Advisors, L.L.C.26,786$1.59M1.89%-2,55913F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC26,617$1.58M2.47%+3,35713F-HRTimeline
Belpointe Asset Management LLC26,329$1.56M0.06%-1,65613F-HRTimeline
TKG Advisors, LLC26,249$1.55M0.64%-7,19513F-HRTimeline
Eldridge Investment Advisors, Inc.26,219$1.55M0.34%+18513F-HRTimeline
Roundview Capital LLC26,003$1.54M0.1%+23513F-HRTimeline
WCG Wealth Advisors LLC25,670$1.52M0.04%+13413F-HRTimeline
BLUE JEAN FINANCIAL LLC25,288$1.5M1.23%+66713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/24,878$1.47M<0.01%+7,41713F-HRTimelineGroup
Keystone Wealth Services, LLC24,877$1.47M0.32%new13F-HRTimeline
CoreCap Advisors, LLC24,755$1.47M0.05%+32413F-HRTimeline
Inman Jager Wealth Management, LLC24,699$1.46M0.85%+11,79613F-HRTimeline
Virtue Capital Management, LLC25,240$1.45M0.22%new13F-HRTimeline
Brio Consultants, LLC21,927$1.41M0.17%+5713F-HRTimeline
Armbruster Capital Management, Inc.23,785$1.41M0.23%+1,04413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…23,390$1.39M0.02%+31113F-HRTimelineGroup
Independent Wealth Network Inc.23,311$1.38M0.41%+15,90213F-HRTimeline
NewEdge Wealth, LLC23,291$1.38M0.02%+5413F-HRTimeline
Asset One Wealth Management LLC21,569$1.38M0.15%-38913F-HRTimeline
Wedmont Private Capital22,104$1.37M0.04%-8213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP23,013$1.36M0.08%+2,20113F-HRTimeline
Apella Capital, LLC21,060$1.35M0.02%+13,24713F-HRTimeline
Tennessee Valley Asset Management Partn…22,612$1.34M0.18%-76,70013F-HRTimeline
Worth Asset Management, LLC22,350$1.32M0.49%new13F-HRTimeline
Delta Wealth Advisors LLC22,176$1.31M1%+84813F-HRTimeline
SageView Advisory Group, LLC22,144$1.31M0.05%+20,00413F-HRTimeline
Navigation Group, LLC22,111$1.31M0.31%13F-HRTimeline
Compton Financial Group, LLC22,039$1.31M0.29%-4,64113F-HRTimeline
Nadler Financial Group, Inc.21,900$1.3M0.13%new13F-HRTimeline
Merit Financial Group, LLC21,822$1.29M0.01%-19913F-HRTimeline
Fingerlakes Wealth Management, Inc.21,570$1.28M0.85%-39513F-HRTimeline
Curbstone Financial Management Corp21,250$1.26M0.24%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC21,057$1.26M0.05%new13F-HRTimelineGroup
PAX Financial Group, LLC21,078$1.25M0.21%-1,33813F-HRTimeline
Advisory Services Network, LLC20,692$1.23M0.02%+2,18113F-HRTimeline
Northwest Wealth Advisors, LLC19,992$1.18M0.85%-47413F-HRTimeline
BCS Wealth Management19,965$1.18M0.24%-15,70413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC19,853$1.18M0.02%+9,05813F-HRTimelineGroup
Evernest Financial Advisors, LLC18,242$1.16M0.24%-4313F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC19,633$1.16M0.31%+3913F-HRTimeline
Legacy Edge Advisors, LLC19,606$1.16M0.12%+6,23913F-HRTimeline
Meridian Wealth Advisors, LLC19,288$1.14M0.15%new13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.18,470$1.09M0.34%-47813F-HRTimeline
Comprehensive Money Management Services…18,400$1.09M0.71%+53013F-HRTimeline
Lifeworks Advisors, LLC18,324$1.09M0.14%-8713F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV18,129$1.07M1.02%+2,71413F-HRTimeline
Trinity Wealth Management, LLC18,038$1.07M0.39%+28013F-HRTimeline
Mattson Financial Services, LLC17,994$1.07M0.25%+44413F-HRTimeline
Quadcap Wealth Management, LLC17,662$1.05M0.12%-1,45413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.17,645$1.04M0.65%-1,32413F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC17,512$1.04M0.13%013F-HRTimeline
National Wealth Management Group, LLC17,448$1.03M0.38%-88213F-HRTimeline
High Probability Advisors, LLC17,267$1.02M0.13%+9513F-HRTimeline
WealthPlan Investment Management, LLC17,266$1.02M0.06%+5,05013F-HRTimeline
SEEDS INVESTOR LLC16,268$1.02M0.14%+85013F-HRTimeline
Saxony Capital Management, LLC17,222$1.02M0.59%-2,92413F-HRTimeline
Capital Management Associates, Inc17,117$1.01M0.23%+5313F-HRTimeline
Legacy Wealth Partners, LLC17,077$1.01M0.25%+1,15013F-HRTimeline
Vise Technologies, Inc.17,438$1.01M0.02%013F-HRTimeline
Sterling Investment Counsel, LLC17,020$1.01M0.28%-2,68313F-HRTimeline
PRIVATE TRUST CO NA16,962$1M0.09%-3,30313F-HRTimeline
Hobbs Group Advisors, LLC16,696$989K0.3%-913F-HRTimeline
River Street Advisors LLC16,670$987K0.33%+32413F-HRTimeline
Dorsey & Whitney Trust CO LLC16,517$978K0.05%+2,49313F-HRTimeline
HUB Investment Partners, LLC16,409$972K0.02%+12,05213F-HRTimeline
Orin Green Financial, LLC16,376$970K0.4%-2413F-HRTimeline
Balefire, LLC16,323$967K0.18%+1,30013F-HRTimeline
Retirement Planning Co of New England, …16,268$963K0.39%+53013F-HRTimeline
DUNCKER STREETT & CO INC16,210$960K0.18%013F-HRTimeline
Compound Planning, Inc.16,129$955K0.03%-29313F-HRTimeline
Grey Ledge Advisors, LLC16,052$951K0.21%+93213F-HRTimeline
Trilogy Capital Inc.16,046$950K0.04%+27513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources16,021$949K<0.01%013F-HRTimelineGroup
Ranch Capital Advisors Inc.15,898$942K0.34%+56413F-HRTimeline
Global Financial Private Client, LLC15,797$935K0.31%+1,10713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC15,062$933K0.14%-98113F-HRTimeline
Krilogy Financial LLC14,592$914K0.03%+1613F-HRTimeline
Aldebaran Financial Inc.15,382$911K0.87%-5113F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC15,341$908K0.59%+3,50213F-HRTimeline
Second Line Capital, LLC14,174$904K0.17%-63213F-HRTimeline