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Disclosery

SPMD SPDR SERIES TRUST

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SHS (fund)

674 managers (680 13F filers) reported a position in SPMD shares at 2025-03-31, 207,992,699 shares in all. 60 filers opened a position and 60 filers sold out during the quarter.

Managers
674
13F filers
680
New
60
Added
324
Reduced
207
Sold out
60
Shares held by filers
207,992,699

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Destination Wealth Management10,736$549K0.02%+21413F-HRTimeline
Revolve Wealth Partners, LLC10,680$547K0.08%-12513F-HRTimeline
COURIER CAPITAL LLC10,647$545K0.04%+2,92313F-HRTimeline
CW Advisors, LLC10,530$539K0.01%-5613F-HRTimeline
Tyche Wealth Partners LLC10,522$539K0.12%-1,63813F-HRTimeline
Pine Valley Investments Ltd Liability Co10,518$538K0.03%+6713F-HRTimeline
Compound Planning, Inc.10,347$530K0.02%+53613F-HRTimeline
Lutz Financial Services LLC10,337$529K0.04%-6,43213F-HRTimeline
Goldstein Advisors, LLC9,930$508K0.07%-8,44313F-HRTimeline
Strategic Financial Planning, Inc.9,697$496K0.34%+1,06113F-HRTimeline
THOMPSON DAVIS & CO., INC.9,650$494K0.39%+1,15013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,588$491K<0.01%-2,54213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,488$486K<0.01%new13F-HRTimelineGroup
Hidden Cove Wealth Management, LLC9,403$481K0.38%013F-HRTimeline
Narus Financial Partners, LLC9,269$474K0.16%+1,65413F-HRTimeline
Westover Capital Advisors, LLC9,206$471K0.1%-513F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA9,158$469K0.11%-3113F-HRTimeline
International Private Wealth Advisors L…9,153$468K0.45%+1,13413F-HRTimeline
Arete Wealth Advisors, LLC9,142$468K0.04%-1,35213F-HRTimeline
Outlook Wealth Advisors, LLC9,037$463K0.13%+79113F-HRTimeline
Fourth Dimension Wealth, LLC9,017$461K0.22%+33013F-HRTimeline
TFG Advisers LLC8,943$458K0.17%+25413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC8,864$454K<0.01%-2,75013F-HRTimelineGroup
COLTON GROOME FINANCIAL ADVISORS, LLC9,021$451K0.17%+2,43513F-HRTimeline
Falcon Wealth Planning8,739$447K0.05%+6413F-HRTimeline
Canvas Wealth Advisors, LLC9,212$444K0.11%-2,71013F-HRTimeline
Americana Partners, LLC8,631$442K0.02%013F-HRTimeline
Baltimore-Washington Financial Advisors…8,531$437K0.02%-4713F-HRTimeline
BRIGHTON JONES LLC8,473$434K0.01%+1,92613F-HRTimeline
Elios Financial Group Inc.8,330$426K0.21%-3413F-HRTimeline
MAI Capital Management8,255$422K<0.01%-50713F-HRTimeline
Flagship Private Wealth, LLC8,215$420K0.2%-1,51913F-HRTimeline
Magnolia Private Wealth, LLC8,196$419K0.35%013F-HRTimeline
WorthPointe, LLC8,059$412K0.19%+1,38813F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.8,056$412K0.62%+3,73513F-HRTimeline
Claro Advisors Inc.7,981$408K0.05%+1,34113F-HRTimeline
Sigma Planning Corp7,974$408K0.01%-8513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,920$405K0.04%+38113F-HRTimeline
Financial Freedom, LLC7,895$404K0.23%+1713F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,870$403K0.01%013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC7,862$402K0.3%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC7,760$397K0.13%+21813F-HRTimeline
Prime Capital Investment Advisors, LLC7,724$395K<0.01%+1,25913F-HRTimeline
EVOKE WEALTH, LLC7,707$394K0.01%-26713F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…7,540$386K0.28%-52313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,524$385K<0.01%+16913F-HRTimelineGroup
CAPSTONE WEALTH MANAGEMENT GROUP, LLC7,487$383K0.22%-17,44513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,402$379K0.02%-57413F-HRTimelineGroup
Independent Wealth Network Inc.7,349$376K0.15%+28513F-HRTimeline
Opulen Financial Group LLC7,329$375K0.34%+2513F-HRTimeline
Atria Wealth Solutions, Inc.7,319$375K<0.01%-8,29213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,278$372K0.03%-45413F-HR/ATimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…7,275$372K0.01%new13F-HRTimelineGroup
SMI Advisory Services, LLC8,089$371K0.08%-36013F-HRTimeline
Stablepoint Partners, LLC7,253$371K0.07%-68813F-HRTimeline
Garrett Wealth Advisory Group, LLC7,120$364K0.08%+51313F-HRTimeline
Marion Wealth Management7,109$364K0.1%-2,16313F-HRTimeline
Sandy Spring Bank6,993$358K0.02%+1,13213F-HRTimeline
Midwest Financial Network, LLC6,990$358K0.36%+58713F-HRTimeline
Scarborough Advisors, LLC6,985$358K0.05%-39013F-HRTimeline
American Money Management, LLC6,916$354K0.07%-1713F-HRTimeline
Parkside Financial Bank & Trust6,844$350K0.04%+1113F-HRTimeline
Simplicity Wealth,LLC6,844$350K0.03%013F-HRTimeline
Landmark Wealth Management, LLC6,733$345K0.15%+1,76213F-HRTimeline
SENTINEL PENSION ADVISORS, LLC6,739$345K0.06%+2313F-HRTimeline
Laraway Financial Advisors Inc6,728$344K0.27%-3813F-HRTimeline
SageView Advisory Group, LLC6,666$341K0.01%-33613F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…6,566$336K<0.01%013F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC6,540$335K0.14%-46513F-HRTimeline
PLANNING DIRECTIONS INC6,534$334K0.14%new13F-HRTimeline
Investmark Advisory Group LLC6,534$334K0.17%013F-HRTimeline
SAX WEALTH ADVISORS, LLC6,439$330K0.02%+16613F-HRTimeline
DAVENPORT & Co LLC6,431$329K<0.01%+1,58113F-HRTimeline
Northwest Capital Management Inc6,381$327K0.13%+1,92113F-HRTimeline
Orion Capital Management LLC6,200$317K0.13%-7413F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC6,189$317K0.15%+36013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,156$315K0.03%+2,26413F-HR/ATimeline
Balboa Wealth Partners6,151$315K0.08%+83213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,127$314K0.02%+95513F-HRTimelineGroup
Mystic Asset Management, Inc.6,080$311K0.08%+1,11013F-HRTimeline
Wealth Advisors of Tampa Bay, LLC6,080$311K0.13%013F-HRTimeline
Beckerman Institutional, LLC6,081$311K0.23%013F-HRTimeline
Apella Capital, LLC6,100$299K0.01%+1113F-HRTimeline
Legacy Financial Strategies, LLC5,841$299K0.07%+47313F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …5,939$297K0.02%+2013F-HRTimelineGroup
Sovereign Financial Group, Inc.5,795$297K0.07%013F-HRTimeline
Estate Counselors, LLC5,780$296K0.03%new13F-HRTimeline
Allied Investment Advisors, LLC5,714$292K0.06%new13F-HRTimeline
Ariadne Wealth Management, LP5,655$292K0.15%013F-HRTimeline
Vertex Planning Partners, LLC5,673$290K0.06%-1313F-HRTimeline
MATAURO, LLC5,598$286K0.06%+50413F-HRTimeline
GWN SECURITIES INC.5,590$286K0.02%new13F-HRTimeline
Latitude Advisors, LLC5,590$286K0.17%+70413F-HRTimeline
TME FINANCIAL, INC.5,468$280K0.24%-28,68513F-HRTimeline
Sowell Financial Services LLC5,421$277K0.01%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC5,400$276K<0.01%-33,30013F-HRTimeline
BridgePort Financial Solutions, LLC5,332$273K0.12%+1813F-HRTimeline
National Philanthropic Trust5,325$273K<0.01%013F-HRTimeline
Truepoint, Inc.5,302$271K0.01%+5613F-HRTimeline
USAdvisors Wealth Management, LLC5,218$267K0.09%-2,69213F-HRTimeline
Ironwood Financial, llc5,155$264K0.06%+24013F-HRTimeline
Diligent Investors, LLC5,112$262K0.06%013F-HRTimeline
MGO ONE SEVEN LLC5,112$262K0.01%-22313F-HRTimeline
Capital Advisors, Ltd. LLC5,100$261K0.03%013F-HRTimeline
Cassaday & Co Wealth Management LLC5,055$259K0.01%-89813F-HRTimeline
Virtue Capital Management, LLC5,018$257K0.03%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,970$254K0.01%-1713F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV4,920$252K0.07%+613F-HRTimeline
Mattern Wealth Management LLC4,906$251K0.06%013F-HRTimeline
WealthPLAN Partners, LLC4,896$251K0.04%+1913F-HRTimeline
PCG Wealth Advisors, LLC4,839$248K0.09%013F-HRTimeline
MSH Capital Advisors LLC4,809$246K0.08%-113F-HRTimeline
Optimist Retirement Group LLC4,802$246K0.12%+313F-HRTimeline
Maple Capital Management, Inc.4,737$242K0.02%new13F-HRTimeline
Leverty Financial Group, LLC4,733$242K0.1%new13F-HRTimeline
NAPA WEALTH MANAGEMENT4,687$240K0.14%+1013F-HRTimeline
Tranquility Partners, LLC4,673$239K0.09%-28313F-HRTimeline
Continuum Advisory, LLC4,660$238K0.03%-70713F-HRTimeline
Five Oceans Advisors4,656$238K0.11%-1,33813F-HRTimeline
Consolidated Portfolio Review Corp4,515$231K0.04%-613F-HRTimeline
Savvy Advisors, Inc.4,481$229K0.02%new13F-HRTimeline
Foundations Investment Advisors, LLC4,469$229K<0.01%-142,49713F-HRTimeline
Meridian Wealth Management, LLC4,431$227K0.01%-14313F-HRTimeline
Spectrum Planning & Advisory Services I…4,423$226K0.19%+313F-HRTimeline
EP Wealth Advisors, LLC4,415$226K<0.01%-19813F-HRTimeline
ROMAN BUTLER FULLERTON & CO4,672$225K0.09%+11013F-HRTimeline
Ballentine Partners, LLC4,247$217K<0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,246$217K<0.01%new13F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,231$217K0.04%-1,81313F-HRTimelineGroup
My Personal CFO, LLC4,228$216K0.11%+12713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,940$215K<0.01%013F-HRTimelineGroup
Acropolis Investment Management, LLC4,208$215K0.01%+313F-HRTimeline
Convergence Financial, LLC4,201$215K0.04%-2913F-HRTimeline
Round Rock Advisors LLC4,161$213K0.04%013F-HRTimeline
Parallel Advisors, LLC4,159$213K<0.01%new13F-HRTimeline
ForthRight Wealth Management, LLC4,149$212K0.07%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC4,142$212K0.06%+413F-HRTimeline
Old Port Advisors4,128$211K0.06%-4513F-HRTimeline
NorthRock Partners, LLC4,120$211K0.01%-16613F-HRTimeline
Altrius Capital Management Inc4,110$210K0.05%-54513F-HRTimeline
Sovran Advisors, LLC4,366$210K0.03%+70113F-HRTimeline
Values Added Financial LLC4,056$208K0.12%new13F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…4,037$207K0.05%new13F-HRTimeline
HB Wealth Management, LLC4,012$205K<0.01%-74513F-HRTimeline
True North Advisors, LLC3,999$205K0.04%013F-HRTimeline
HEADINVEST, LLC3,995$204K0.04%new13F-HRTimeline
Denver PWM, LLC3,953$202K0.07%013F-HRTimeline
Moloney Securities Asset Management, LLC3,946$202K0.03%+1213F-HRTimeline
Capital CS Group, LLC3,937$201K0.34%new13F-HRTimeline
Procyon Advisors, LLC3,908$200K0.01%+21213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,809$195K<0.01%+30013F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC3,700$189K0.01%-2,00013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3,436$176K0.04%013F-HRTimelineGroup
LANARK FINANCIAL, INC.3,278$167K0.01%+3,27513F-HRTimeline
JDM Financial Group LLC3,245$166K0.08%-50813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC3,195$164K0.01%013F-HRTimeline
NFSG Corp3,149$161K0.04%+813F-HRTimeline
Keener Financial Planning LLC3,027$154K0.1%013F-HRTimeline
Richard W. Paul & Associates, LLC2,928$150K0.06%+17413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,746$141K<0.01%+67113F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,695$138K<0.01%+33313F-HRTimeline
SIGNATUREFD, LLC2,656$136K<0.01%-79313F-HRTimeline
Front Row Advisors LLC2,491$127K0.05%013F-HRTimeline
Paladin Advisory Group, LLC2,324$119K0.1%-18713F-HRTimeline
McClarren Financial Advisors, Inc.783$118K0.08%-1,51813F-HRTimeline
Collier Financial2,215$113K0.1%+2,04513F-HRTimeline
MJT & Associates Financial Advisory Gro…2,013$103K0.1%13F-HRTimeline
Stone House Investment Management, LLC1,937$99.1K0.02%new13F-HRTimeline
WHITTIER TRUST CO1,851$94.7K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,787$91.2K0.01%+56513F-HRTimeline
Graney & King, LLC1,703$87.2K0.06%-77713F-HRTimeline
Steward Partners Investment Advisory, L…1,630$83.4K<0.01%+1213F-HRTimeline
WASHINGTON TRUST Co1,490$76.3K<0.01%013F-HRTimeline
Synergy Investment Management, LLC1,466$75K0.03%+2513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,364$69.8K0.05%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,350$69.1K<0.01%-19013F-HRTimeline
AlphaCore Capital LLC1,335$68.4K0.01%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,300$66K<0.01%+80013F-HRTimelineGroup
Armor Investment Advisors, LLC1,240$63.5K0.03%013F-HRTimeline
WealthShield Partners, LLC1,234$63.1K0.01%+413F-HRTimeline
SBI Securities Co., Ltd.1,197$61.3K<0.01%+2913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,151$58.9K<0.01%new13F-HRTimelineGroup
PrairieView Partners, LLC995$50K0.01%-613F-HRTimeline
PFG Private Wealth Management, LLC968$49.5K0.03%+5113F-HRTimeline
JFS WEALTH ADVISORS, LLC962$49.2K<0.01%+213F-HRTimeline
Cape Investment Advisory, Inc.908$46.5K0.02%+81813F-HRTimeline
Millstone Evans Group, LLC900$46.1K0.03%013F-HRTimeline
Riggs Asset Managment Co. Inc.867$44.4K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC806$41.3K<0.01%013F-HRTimelineGroup
POM Investment Strategies, LLC801$41K0.05%new13F-HRTimeline
Hexagon Capital Partners LLC776$39.7K0.01%013F-HRTimeline
Winch Advisory Services, LLC633$32.4K0.01%+213F-HRTimeline
Glass Jacobson Investment Advisors llc584$31.9K0.01%013F-HRTimeline
DecisionPoint Financial, LLC612$31.3K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.601$30.8K0.01%013F-HRTimeline
Transce3nd, LLC596$30.5K0.01%-1,33213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP590$30.2K<0.01%013F-HRTimelineGroup
Wood Tarver Financial Group, LLC586$30K0.01%013F-HRTimeline
Westside Investment Management, Inc.585$29.9K0.01%-5913F-HRTimeline
SITTNER & NELSON, LLC565$28.9K0.01%013F-HRTimeline