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Disclosery

SPMD SPDR SERIES TRUST

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SHS (fund)

833 managers (843 13F filers) reported a position in SPMD shares at 2026-06-30, 246,985,146 shares in all. 76 filers opened a position and 40 filers sold out during the quarter.

Managers
833
13F filers
843
New
76
Added
360
Reduced
271
Sold out
40
Shares held by filers
246,985,146

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Compound Planning, Inc.15,435$1.04M0.03%-69413F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC15,331$1.04M0.57%-1013F-HRTimeline
Valpey Financial Services, LLC15,179$1.03M0.61%+63813F-HRTimeline
Lifeworks Advisors, LLC15,127$1.02M0.11%-3,19713F-HRTimeline
HORAN Wealth, LLC15,078$1.02M0.13%+1,02513F-HR/ATimeline
CAPE COD FIVE CENTS SAVINGS BANK14,955$1.01M0.08%13F-HRTimeline
Worth Financial Advisory Group, LLC14,858$1M0.42%+7,08013F-HRTimeline
Sterling Investment Counsel, LLC14,847$1M0.24%-2,17313F-HRTimeline
Krilogy Financial LLC14,774$998K0.03%+18213F-HRTimeline
Brand Asset Management Group, Inc.14,484$979K0.22%-11613F-HRTimeline
VCI Wealth Management LLC14,469$978K0.25%+16613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp14,440$976K0.02%-28813F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC14,731$975K0.14%-33113F-HRTimeline
MAI Capital Management14,428$975K<0.01%+8,03613F-HRTimeline
Savvy Advisors, Inc.14,261$963K0.02%+4,75213F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.14,167$957K0.27%+6913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.14,111$953K0.1%+1,92413F-HR/ATimeline
Second Line Capital, LLC14,068$950K0.18%-10613F-HRTimeline
Flagship Private Wealth, LLC13,965$943K0.33%+3,05213F-HRTimeline
NOVUS ADVISORS, LLC13,933$941K1.96%-21913F-HRTimeline
Ethos Financial Group, LLC14,276$935K0.06%013F-HRTimeline
SMITH, MOORE & CO.13,768$930K0.06%+13913F-HRTimeline
Steward Partners Investment Advisory, L…13,667$923K<0.01%+1,47613F-HRTimeline
WATERSHED PRIVATE WEALTH LLC13,620$920K0.26%-5813F-HRTimeline
Park Place Capital Corp13,617$920K0.15%+28613F-HRTimeline
F/m Investments LLC13,567$919K0.05%+43113F-HRTimeline
Sachetta, LLC13,566$917K0.45%-13013F-HRTimeline
Fusion Family Wealth, LLC13,539$915K0.06%-1,35213F-HRTimeline
WHITE PINE CAPITAL LLC13,511$913K0.22%013F-HRTimeline
Tidemark, LLC13,350$902K0.2%-1,16313F-HRTimeline
COURIER CAPITAL LLC13,342$901K0.05%+90513F-HRTimeline
PFG Advisors13,026$880K0.04%+57313F-HRTimeline
WorthPointe, LLC12,793$864K0.22%-36113F-HRTimeline
Vawter Financial, Ltd.12,747$861K0.32%013F-HRTimeline
BlueChip Wealth Advisors LLC12,648$854K0.32%new13F-HRTimeline
EP Wealth Advisors, LLC12,642$854K<0.01%+7,77713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC12,390$837K0.01%new13F-HRTimeline
Fortitude Family Office, LLC12,340$834K0.16%-85713F-HRTimeline
Sage Mountain Advisors LLC12,313$832K0.05%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC12,229$826K0.2%+2,75913F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC12,200$824K0.08%013F-HRTimeline
HEADINVEST, LLC12,130$820K0.15%+5,93013F-HRTimeline
Advisory Alpha, LLC12,069$815K0.02%-1,31813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC12,037$813K0.02%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.11,990$810K<0.01%new13F-HRTimelineGroup
ERn Financial, LLC11,884$803K0.13%+20013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,807$798K<0.01%+42813F-HRTimeline
Garrett Wealth Advisory Group, LLC11,652$787K0.12%+46913F-HRTimeline
HBK Sorce Advisory LLC11,643$786K0.02%+1413F-HRTimeline
Clearstead Advisors, LLC11,490$776K0.01%+4,44113F-HRTimeline
Maridea Wealth Management LLC11,474$775K0.08%-10913F-HRTimeline
Taylor & Morgan Wealth Management, LLC11,401$770K0.38%-83613F-HRTimeline
Vertex Planning Partners, LLC11,385$769K0.11%+5,68313F-HRTimeline
Fiduciary Alliance LLC11,320$765K0.05%+25613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC11,245$760K0.02%-75513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV11,125$752K0.04%+52413F-HRTimeline
International Private Wealth Advisors L…11,038$746K0.38%-40313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,894$736K<0.01%+1,34513F-HRTimelineGroup
Medallion Wealth Advisors, LLC10,826$732K0.23%+31513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,788$729K0.01%-2,34313F-HRTimeline
Investment Planning Advisors, Inc.10,769$728K0.17%+4513F-HRTimeline
Drucker Wealth 3.0, LLC10,685$722K0.11%-2,33713F-HRTimeline
WNY Asset Management, LLC10,534$712K0.06%-6713F-HRTimeline
71 West Capital Partners10,404$703K0.02%new13F-HRTimeline
KPP Advisory Services LLC10,231$691K0.09%+3,21713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,226$691K0.02%-1,00013F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI10,217$690K0.03%+1,74013F-HRTimeline
Gambit Capital Management, LLC10,210$690K0.4%-14113F-HRTimeline
SIMON QUICK ADVISORS, LLC10,190$688K0.03%-21713F-HRTimeline
Revolve Wealth Partners, LLC10,165$687K0.07%013F-HRTimeline
DAVENPORT & Co LLC10,136$685K<0.01%+40813F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV10,127$684K0.41%-25513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC10,089$682K<0.01%-18213F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co10,074$681K0.03%+1713F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC9,991$675K0.47%-3913F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.9,817$663K1.01%+71913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,790$661K<0.01%+95613F-HRTimelineGroup
Keystone Financial Group9,786$661K0.04%+28613F-HRTimeline
Fourth Dimension Wealth, LLC9,632$651K0.21%+10913F-HRTimeline
Conservest Capital Advisors, Inc.9,618$650K0.05%+4,95113F-HRTimeline
Arax Advisory Partners9,558$646K<0.01%+8,68513F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.9,554$645K0.08%-8113F-HRTimeline
Laraway Financial Advisors Inc9,493$641K0.39%+313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,487$641K<0.01%+1,36013F-HRTimelineGroup
Goldstein Advisors, LLC9,452$639K0.06%013F-HRTimeline
Narus Financial Partners, LLC9,367$633K0.16%+113F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …9,339$631K<0.01%+1,33213F-HRTimelineGroup
Lutz Financial Services LLC9,264$626K0.04%013F-HRTimeline
DAVIS R M INC9,083$614K0.01%+3,71213F-HRTimeline
MOTCO9,028$610K0.05%013F-HRTimeline
McKinley Carter Wealth Services, Inc.8,746$591K0.03%-64413F-HRTimeline
Gen-Wealth Partners Inc8,720$589K0.16%-69113F-HRTimeline
Stonebridge Financial Planning Group, L…8,709$588K0.19%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,708$588K<0.01%+28413F-HRTimelineGroup
Americana Partners, LLC8,631$583K0.01%-113F-HRTimeline
Mutual Advisors, LLC8,378$566K0.01%new13F-HRTimeline
Claro Advisors Inc.8,352$564K0.06%-20113F-HRTimeline
Tyche Wealth Partners LLC8,112$548K0.08%-39313F-HRTimeline
Outlook Wealth Advisors, LLC8,111$547K0.12%-37113F-HRTimeline
Leslie Global Wealth, LLC8,073$545K0.21%-1,67313F-HRTimeline
Mystic Asset Management, Inc.8,065$545K0.12%+29313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC8,026$542K0.04%-77413F-HRTimelineGroup
Hidden Cove Wealth Management, LLC7,890$533K0.29%-2713F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC7,862$531K0.29%013F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV7,852$531K0.28%-42713F-HRTimeline
Kovack Advisors, Inc.7,909$530K0.03%+1,98513F-HRTimeline
Opulen Financial Group LLC7,814$528K0.33%+4213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,708$521K0.04%-2413F-HRTimeline
WealthPoint Financial, LLC7,669$518K0.38%+74413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp7,639$516K0.03%-87613F-HRTimelineGroup
THOMPSON DAVIS & CO., INC.7,630$515K0.31%+25513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,625$515K<0.01%+3,70513F-HRTimelineGroup
Texas Yale Capital Corp.7,625$515K0.01%-22513F-HRTimeline
Ironwood Wealth Management, LLC.7,602$514K0.11%-64313F-HRTimeline
Sollinda Capital Management LLC7,532$509K0.11%-1,45513F-HRTimeline
Falcon Wealth Planning7,467$504K0.03%-31113F-HRTimeline
Curi Capital, LLC7,416$501K0.01%-6813F-HRTimeline
Destination Wealth Management7,293$493K0.01%013F-HRTimeline
Paladin Wealth, LLC7,281$492K0.29%+2,09213F-HRTimeline
Empowered Funds, LLC7,239$489K<0.01%+16513F-HRTimeline
UMB Bank, n.a.7,121$481K0.01%+1,58213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sanchez Gaunt Capital Management, LLC7,105$480K0.27%+5013F-HRTimeline
Nuveen, LLCin group TIAA7,086$479K<0.01%new13F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC7,038$475K0.12%-24413F-HRTimeline
October Effect Ltd6,983$472K0.44%+1,05613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO6,980$472K0.01%+3113F-HRTimeline
Estate Counselors, LLC6,885$465K0.04%+3,06013F-HRTimeline
Ballentine Partners, LLC6,874$464K0.01%-1813F-HRTimeline
WASHINGTON TRUST Co6,799$459K0.01%-18013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC6,708$453K0.16%+83613F-HRTimeline
Sowell Financial Services LLC6,704$453K0.01%+30713F-HRTimeline
Values Added Financial LLC6,696$452K0.16%-7313F-HRTimeline
Spinnaker Investment Group, LLC6,666$450K0.07%new13F-HRTimeline
Landmark Wealth Management, LLC6,607$446K0.11%-1,28213F-HRTimeline
Meridian Wealth Management, LLC6,577$444K0.01%+3713F-HRTimeline
Foundations Investment Advisors, LLC6,565$444K<0.01%+2,35613F-HRTimeline
Aegis Wealth Management, Inc.6,535$442K0.29%+2,39113F-HRTimeline
SFM, LLC6,497$439K0.23%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL6,463$437K<0.01%new13F-HRTimeline
NWAM LLC6,459$436K0.02%+1113F-HRTimeline
Jordan Park Group LLC6,442$435K0.02%-20613F-HRTimeline
Stegent Equity Advisors, Inc.6,427$434K0.31%013F-HRTimeline
Sigma Planning Corp6,413$433K0.01%-4213F-HRTimeline
Stablepoint Partners, LLC6,409$433K0.06%-1513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,393$432K0.02%+7713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,362$430K0.02%-11613F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA6,332$428K0.08%-2,04213F-HRTimeline
HARMONY ASSET MANAGEMENT LLC6,315$427K0.11%013F-HRTimeline
Astoria Portfolio Advisors LLC.6,263$423K0.07%+513F-HRTimeline
Acorn Wealth Advisors, LLC6,183$418K0.1%+64913F-HRTimeline
Cassaday & Co Wealth Management LLC6,151$416K0.01%+2713F-HRTimeline
Legacy Financial Strategies, LLC6,109$413K0.06%+413F-HRTimeline
American Money Management, LLC6,090$411K0.06%-41513F-HRTimeline
Beckerman Institutional, LLC6,081$411K0.2%013F-HRTimeline
Wealth Advisors of Tampa Bay, LLC6,080$411K0.13%013F-HRTimeline
Red Mountain Financial, LLC6,044$408K0.34%new13F-HRTimeline
Brown Financial Advisors6,039$408K0.14%+94613F-HRTimeline
Planning Strategies Inc.6,010$406K0.25%13F-HRTimeline
Spartan Planning & Wealth Management5,985$404K0.27%new13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC6,076$402K0.05%-75913F-HRTimeline
Wescott Financial Advisory Group, LLC5,774$390K0.03%+8413F-HRTimeline
Scarborough Advisors, LLC5,849$390K0.04%013F-HRTimeline
Camelot Portfolios, LLC5,772$390K0.28%-38513F-HRTimeline
PCB Capital LLC5,775$390K0.47%+1,09713F-HRTimeline
Marion Wealth Management5,678$384K0.08%-3613F-HRTimeline
Baltimore-Washington Financial Advisors…5,638$381K0.01%-37413F-HRTimeline
Sovereign Financial Group, Inc.5,623$380K0.06%-5313F-HRTimeline
SigFig Wealth Management, LLC5,663$380K0.01%+3813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,552$375K0.01%new13F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC5,440$368K0.06%-5513F-HRTimeline
APS Management Group, Inc.5,433$367K0.28%-8213F-HRTimeline
Integris Wealth Management, LLC5,367$363K0.07%new13F-HRTimeline
Advisors Capital Management, LLC5,359$362K<0.01%-3213F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC5,450$361K0.01%-6,35013F-HRTimeline
VestGen Advisors, LLC5,274$356K0.01%-14813F-HRTimeline
ZACKS INVESTMENT MANAGEMENT5,242$354K<0.01%+18713F-HRTimeline
Aureum Wealth Management, LLC5,202$351K0.22%013F-HRTimeline
Tandem Wealth Advisors LLC5,197$351K0.14%+10213F-HRTimeline
Truepoint, Inc.5,170$349K0.01%-22013F-HRTimeline
BRIGHTON JONES LLC5,124$346K0.01%-6,62613F-HRTimeline
WORLD EQUITY GROUP, INC.5,116$346K0.08%new13F-HRTimeline
Continuum Advisory, LLC5,112$345K0.03%+3213F-HRTimeline
USAdvisors Wealth Management, LLC5,109$345K0.1%-7513F-HRTimeline
Capital Advisors, Ltd. LLC5,100$345K0.03%013F-HRTimeline
Latitude Advisors, LLC5,105$345K0.14%-5913F-HRTimeline
Quartz Partners, LLC5,087$344K0.11%+32213F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,201$343K0.08%+1113F-HRTimeline
Orion Capital Management LLC5,000$338K0.1%-31513F-HRTimeline
Milestone Asset Management Group, LLC4,981$337K0.17%-19513F-HRTimeline
Acropolis Investment Management, LLC4,929$333K0.01%+14113F-HR/ATimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC4,921$332K<0.01%+22013F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC5,606$332K0.01%-1,01313F-HRTimeline
Mattern Wealth Management LLC4,906$331K0.05%013F-HRTimeline
PCG Wealth Advisors, LLC4,900$331K0.07%013F-HRTimeline
Barnes Dennig Private Wealth Management…4,896$331K0.26%+1,86313F-HRTimeline
ALLIANCEBERNSTEIN L.P.5,542$328K<0.01%-27213F-HRTimeline
WLTH Capital Management, LLC4,856$328K0.21%-25713F-HRTimeline
Optimist Retirement Group LLC4,820$326K0.13%+313F-HRTimeline
DECISION INVESTMENTS, INC4,810$325K0.3%013F-HRTimeline
Amicus Financial Advisors, LLC4,793$324K0.08%-14013F-HRTimeline