Skip to content
Disclosery

SPMD SPDR SERIES TRUST

Follow

SHS (fund)

675 managers (683 13F filers) reported a position in SPMD shares at 2024-12-31, 196,825,417 shares in all. 59 filers opened a position and 35 filers sold out during the quarter.

Managers
675
13F filers
683
New
59
Added
296
Reduced
198
Sold out
35
Shares held by filers
196,825,417

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
OLD SECOND NATIONAL BANK OF AURORA9,189$503K0.11%+81213F-HRTimeline
Astoria Portfolio Advisors LLC.8,828$489K0.17%new13F-HRTimeline
Econ Financial Services Corp8,905$487K0.28%013F-HRTimeline
MAI Capital Management8,762$479K<0.01%+1,42313F-HRTimeline
TFG Advisers LLC8,689$475K0.17%+97013F-HRTimeline
Falcon Wealth Planning8,675$474K0.05%-13613F-HRTimeline
Tennessee Valley Asset Management Partn…8,639$472K0.08%+63913F-HRTimeline
Strategic Financial Planning, Inc.8,636$472K0.32%+16913F-HRTimeline
Americana Partners, LLC8,631$472K0.02%013F-HRTimeline
Baltimore-Washington Financial Advisors…8,578$469K0.02%-9313F-HRTimeline
THOMPSON DAVIS & CO., INC.8,500$465K0.3%+50013F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC8,494$465K0.01%-23013F-HRTimeline
SMI Advisory Services, LLC8,449$462K0.11%-42113F-HRTimeline
Elios Financial Group Inc.8,364$457K0.22%-91913F-HRTimeline
Outlook Wealth Advisors, LLC8,246$451K0.13%-64113F-HRTimeline
Magnolia Private Wealth, LLC8,196$448K0.4%13F-HRTimeline
SFM, LLC8,063$441K0.31%013F-HRTimeline
Sigma Planning Corp8,059$441K0.01%-9713F-HRTimeline
Capital Management Associates, Inc8,044$440K0.16%+3013F-HRTimeline
International Private Wealth Advisors L…8,019$439K0.44%+41313F-HRTimeline
J.W. COLE ADVISORS, INC.7,997$437K0.02%-60613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,976$436K0.02%+30013F-HRTimelineGroup
EVOKE WEALTH, LLC7,974$436K0.01%+26713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,951$435K<0.01%new13F-HRTimelineGroup
Stablepoint Partners, LLC7,941$434K0.08%-44413F-HRTimeline
USAdvisors Wealth Management, LLC7,910$432K0.14%-37913F-HRTimeline
Financial Freedom, LLC7,878$431K0.23%+2013F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,870$430K0.01%+45013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,732$423K0.03%-11213F-HRTimeline
COURIER CAPITAL LLC7,724$422K0.03%new13F-HRTimeline
NAPATREE CAPITAL LLC7,653$419K0.25%new13F-HRTimeline
Compass Ion Advisors, LLC7,648$418K0.05%-2,02013F-HRTimeline
Narus Financial Partners, LLC7,615$416K0.14%+11113F-HRTimeline
Valtinson Bruner Financial Planning LLC7,542$412K0.14%-22813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,539$412K0.04%+1,51913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,530$412K<0.01%-25313F-HRTimelineGroup
Scarborough Advisors, LLC7,375$403K0.06%-99113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,355$402K<0.01%+2,62613F-HRTimelineGroup
Opulen Financial Group LLC7,304$399K0.36%13F-HRTimeline
Independent Wealth Network Inc.7,064$386K0.16%-14913F-HRTimeline
Qube Research & Technologies Ltd7,036$385K<0.01%-1,21413F-HRTimeline
HARMONY ASSET MANAGEMENT LLC7,005$383K0.15%+6013F-HRTimeline
SageView Advisory Group, LLC7,002$383K0.02%new13F-HRTimeline
American Money Management, LLC6,933$379K0.07%-1413F-HRTimeline
COMERICA BANK6,879$376K<0.01%+1513F-HR/ATimeline
Simplicity Wealth,LLC6,844$374K0.08%013F-HRTimeline
Parkside Financial Bank & Trust6,833$374K0.05%new13F-HRTimeline
Laraway Financial Advisors Inc6,766$370K0.29%-2713F-HRTimeline
SENTINEL PENSION ADVISORS, LLC6,716$367K0.07%+2513F-HRTimeline
WorthPointe, LLC6,671$365K0.15%new13F-HRTimeline
Claro Advisors Inc.6,640$363K0.05%+93113F-HRTimeline
Garrett Wealth Advisory Group, LLC6,607$361K0.08%-36613F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC6,586$360K0.14%-63613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC6,581$360K0.03%013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…6,566$359K<0.01%new13F-HRTimelineGroup
BRIGHTON JONES LLC6,547$358K0.01%+2,28213F-HR/ATimeline
Investmark Advisory Group LLC6,534$357K0.18%-2,50013F-HRTimeline
Prime Capital Investment Advisors, LLC6,465$354K0.01%+1,76513F-HRTimeline
Midwest Financial Network, LLC6,403$350K0.36%13F-HRTimeline
Orion Capital Management LLC6,274$343K0.15%013F-HRTimeline
SAX WEALTH ADVISORS, LLC6,273$343K0.03%+1,24813F-HRTimeline
Apella Capital, LLC6,089$333K0.01%-613F-HRTimeline
Beckerman Institutional, LLC6,081$333K0.27%013F-HRTimeline
Wealth Advisors of Tampa Bay, LLC6,080$333K0.14%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…6,044$331K0.06%-68713F-HRTimelineGroup
Five Oceans Advisors5,994$328K0.15%-30013F-HRTimeline
Cassaday & Co Wealth Management LLC5,953$326K0.01%+52813F-HRTimeline
National Wealth Management Group, LLC5,945$325K0.22%-3,09813F-HRTimeline
Breakwater Capital Group5,933$324K0.06%+15313F-HRTimeline
Belpointe Asset Management LLC5,934$322K0.02%+11113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding5,919$321K-2,777Timeline
Sandy Spring Bank5,861$321K0.01%-22913F-HRTimeline
Fisher Asset Management, LLC5,849$320K<0.01%new13F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC5,829$319K0.15%+46113F-HRTimeline
Ariadne Wealth Management, LP5,655$318K0.15%013F-HRTimeline
Sovereign Financial Group, Inc.5,795$317K0.07%+91213F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC5,700$312K0.01%+3,25013F-HRTimeline
Vertex Planning Partners, LLC5,686$311K0.07%-35013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,657$309K<0.01%+3,80113F-HRTimelineGroup
Clearstead Advisors, LLC5,568$304K<0.01%+1113F-HRTimeline
Bison Wealth, LLC5,514$302K0.04%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources5,373$294K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC5,367$294K0.04%-1413F-HRTimeline
Legacy Financial Strategies, LLC5,368$293K0.06%013F-HRTimeline
MGO ONE SEVEN LLC5,335$292K0.01%+15613F-HRTimeline
National Philanthropic Trust5,325$291K<0.01%new13F-HRTimeline
Balboa Wealth Partners5,319$291K0.07%-38213F-HRTimeline
Truepoint, Inc.5,246$287K0.01%new13F-HRTimeline
BridgePort Financial Solutions, LLC5,314$286K0.13%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,172$283K0.02%-9813F-HRTimelineGroup
Diligent Investors, LLC5,112$280K0.06%+113F-HRTimeline
Capital Advisors, Ltd. LLC5,100$279K0.04%013F-HRTimeline
MATAURO, LLC5,094$279K0.06%13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,987$273K0.01%+4913F-HRTimeline
Landmark Wealth Management, LLC4,971$272K0.12%-17313F-HRTimeline
Mystic Asset Management, Inc.4,970$272K0.07%+20013F-HRTimeline
Tranquility Partners, LLC4,956$271K0.1%-2013F-HRTimeline
Ironwood Financial, llc4,915$269K0.06%new13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV4,914$269K0.08%-60513F-HRTimeline
MAYPORT, LLC4,913$269K0.08%new13F-HRTimeline
Mattern Wealth Management LLC4,906$268K0.06%013F-HRTimeline
Latitude Advisors, LLC4,886$267K0.15%+1,09913F-HRTimeline
WealthPLAN Partners, LLC4,877$267K0.04%-13,11713F-HRTimeline
DAVENPORT & Co LLC4,850$265K<0.01%+11113F-HRTimeline
Mainstream Capital Management LLC4,843$265K0.19%-1813F-HRTimeline
PCG Wealth Advisors, LLC4,839$265K0.1%013F-HRTimeline
MSH Capital Advisors LLC4,810$263K0.08%+1,07013F-HRTimeline
Optimist Retirement Group LLC4,799$262K0.12%-20313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,790$262K0.01%+4,61413F-HRTimelineGroup
HB Wealth Management, LLC4,757$260K<0.01%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO4,562$259K0.08%-49113F-HRTimeline
NAPA WEALTH MANAGEMENT4,677$256K0.11%+8913F-HRTimeline
Altrius Capital Management Inc4,655$255K0.07%-26313F-HRTimeline
EP Wealth Advisors, LLC4,613$252K<0.01%+73113F-HRTimeline
Meridian Wealth Management, LLC4,574$250K0.01%-4613F-HRTimeline
Consolidated Portfolio Review Corp4,521$247K0.04%new13F-HRTimeline
Northwest Capital Management Inc4,460$244K0.1%+1,80213F-HRTimeline
Spectrum Planning & Advisory Services I…4,420$242K0.21%-13613F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.4,321$236K0.4%-1113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,300$235K0.01%+8813F-HRTimelineGroup
NorthRock Partners, LLC4,286$234K0.01%013F-HR/ATimeline
Ballentine Partners, LLC4,247$232K<0.01%013F-HRTimeline
Convergence Financial, LLC4,230$231K0.05%+613F-HRTimeline
Acropolis Investment Management, LLC4,205$230K0.01%+313F-HRTimeline
Old Port Advisors4,173$228K0.07%-1,42913F-HRTimeline
Round Rock Advisors LLC4,161$228K0.05%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC4,138$226K0.06%+513F-HRTimeline
Bleakley Financial Group, LLC4,111$225K0.01%new13F-HRTimeline
My Personal CFO, LLC4,101$224K0.11%013F-HRTimeline
Guardian Wealth Advisors, LLC4,100$224K0.14%013F-HRTimeline
Quadrant Private Wealth Management, LLC4,070$223K0.05%new13F-HRTimeline
NORDEN GROUP LLC4,011$219K0.02%-12313F-HRTimeline
True North Advisors, LLC3,999$219K0.05%+713F-HRTimeline
Strategic Investment Advisors / MI3,973$217K0.02%-24613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,963$217K<0.01%-58813F-HRTimelineGroup
Denver PWM, LLC3,953$216K0.08%+10013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,940$215K<0.01%-46213F-HRTimelineGroup
Moloney Securities Asset Management, LLC3,934$215K0.03%+313F-HRTimeline
My Legacy Advisors, LLC3,831$215K0.08%-24213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,892$213K0.02%new13F-HR/ATimeline
Dynamic Financial Group3,823$209K0.21%13F-HRTimeline
Venture Visionary Partners LLC3,802$208K0.01%-12513F-HR/ATimeline
JDM Financial Group LLC3,753$205K0.11%+113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,743$205K<0.01%-3513F-HRTimeline
Glenview Trust Co3,729$204K<0.01%013F-HRTimeline
Financial Insights, Inc.3,720$203K0.08%-18,28013F-HRTimeline
HUB Investment Partners, LLC3,716$203K0.01%new13F-HRTimeline
Sovran Advisors, LLC3,665$203K0.03%13F-HRTimeline
Procyon Advisors, LLC3,696$202K0.01%-28513F-HRTimeline
Detalus Advisors, LLC3,691$202K0.07%-24113F-HRTimeline
Vestment Financial LLC3,679$202K0.15%13F-HRTimeline
GREAT LAKES ADVISORS, LLC3,662$200K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,509$192K<0.01%-1513F-HRTimelineGroup
SIGNATUREFD, LLC3,449$189K<0.01%-8313F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3,436$188K0.04%-51313F-HRTimelineGroup
Vermillion & White Wealth Management Gr…3,331$182K0.13%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC3,195$175K0.01%013F-HRTimeline
NFSG Corp3,141$172K0.04%+913F-HRTimeline
Keener Financial Planning LLC3,027$165K0.1%013F-HRTimeline
Richard W. Paul & Associates, LLC2,754$151K0.05%-35613F-HRTimeline
Paladin Advisory Group, LLC2,511$137K0.11%013F-HRTimeline
Front Row Advisors LLC2,491$136K0.05%013F-HRTimeline
Graney & King, LLC2,480$136K0.1%13F-HRTimeline
Measured Risk Portfolios, Inc.2,477$135K0.15%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,362$129K<0.01%+54613F-HRTimeline
McClarren Financial Advisors, Inc.2,301$125K0.35%+1,16413F-HRTimeline
Operose Advisors LLC2,283$125K0.04%-3413F-HRTimeline
Beaird Harris Wealth Management, LLC2,278$125K0.01%new13F-HRTimeline
Pineridge Advisors LLC2,258$123K0.05%+913F-HRTimeline
Householder Group Estate & Retirement S…2,095$114K0.09%-12,43013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,075$113K<0.01%013F-HRTimelineGroup
Tradewinds Capital Management, LLC2,062$113K0.03%new13F-HRTimeline
Castleview Partners, LLC1,955$107K0.06%+7713F-HR/ATimeline
Transce3nd, LLC1,928$105K0.04%13F-HRTimeline
WHITTIER TRUST CO1,851$101K<0.01%-55013F-HRTimeline
Hilltop National Bank1,776$97.1K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…1,618$88.5K<0.01%+6413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,540$84.2K<0.01%013F-HRTimeline
WASHINGTON TRUST Co1,490$81.5K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC1,441$78.8K0.03%13F-HRTimeline
Quest 10 Wealth Builders, Inc.1,402$76.7K0.08%13F-HRTimeline
Balefire, LLC1,272$69.4K0.02%new13F-HRTimeline
Wingate Wealth Advisors, Inc.1,261$69K0.07%13F-HRTimeline
Armor Investment Advisors, LLC1,240$67.8K0.03%013F-HRTimeline
WealthShield Partners, LLC1,230$67.2K0.01%+513F-HRTimeline
Smartleaf Asset Management LLC1,222$66.7K0.01%-22213F-HRTimeline
SBI Securities Co., Ltd.1,168$63.9K<0.01%13F-HRTimeline
Caitlin John, LLC1,013$55.4K0.04%-1613F-HRTimeline
CAPITAL & PLANNING, LLC997$54.6K0.04%13F-HRTimeline
PrairieView Partners, LLC1,001$54K0.01%-5813F-HRTimeline
Creekmur Asset Management LLC977$53.4K0.01%+1913F-HRTimeline
JFS WEALTH ADVISORS, LLC960$52.5K<0.01%+113F-HRTimeline
Coppell Advisory Solutions LLC932$50.9K0.01%+86213F-HRTimeline
PFG Private Wealth Management, LLC917$50.2K0.03%-513F-HRTimeline
Millstone Evans Group, LLC900$49.2K0.03%13F-HRTimeline
Riggs Asset Managment Co. Inc.867$47.3K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC806$44.1K<0.01%013F-HRTimelineGroup
Hexagon Capital Partners LLC776$42.4K0.01%013F-HRTimeline
WINTRUST INVESTMENTS LLC660$36K0.03%013F-HRTimeline
Westside Investment Management, Inc.644$35.2K0.01%013F-HRTimeline