Skip to content
Disclosery

SPMD SPDR SERIES TRUST

Follow

SHS (fund)

720 managers (726 13F filers) reported a position in SPMD shares at 2025-06-30, 213,469,725 shares in all. 87 filers opened a position and 48 filers sold out during the quarter.

Managers
720
13F filers
726
New
87
Added
297
Reduced
232
Sold out
48
Shares held by filers
213,469,725

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
GPS Wealth Strategies Group, LLC11,992$652K0.08%-24313F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…11,859$645K0.21%013F-HRTimelineGroup
HBK Sorce Advisory LLC11,678$635K0.02%+2813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC11,329$616K0.01%+5313F-HRTimeline
COMERICA BANK11,253$612K<0.01%-57413F-HRTimeline
Medallion Wealth Advisors, LLC11,117$611K0.24%+413F-HRTimeline
Investment Planning Advisors, Inc.11,189$608K0.22%-12913F-HRTimeline
EP Wealth Advisors, LLC11,153$606K<0.01%+6,73813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,088$603K<0.01%+1,60013F-HRTimelineGroup
Strategic Financial Planning, Inc.10,851$590K0.37%+1,15413F-HRTimeline
COURIER CAPITAL LLC10,830$589K0.04%+18313F-HRTimeline
Revolve Wealth Partners, LLC10,630$578K0.08%-5013F-HRTimeline
Breakwater Capital Group10,610$577K0.09%-2,72913F-HRTimeline
IEQ CAPITAL, LLC10,481$570K<0.01%-76713F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC10,454$568K0.39%+2,59213F-HRTimeline
Charter Oak Capital Management, LLC10,298$560K0.05%new13F-HRTimeline
CW Advisors, LLC10,259$558K0.01%-27113F-HRTimeline
Pine Valley Investments Ltd Liability Co10,241$557K0.03%-27713F-HRTimeline
Park Place Capital Corp10,009$551K0.13%new13F-HRTimeline
Clearstead Advisors, LLC9,759$531K0.01%-1,50113F-HRTimeline
Precision Wealth Strategies, LLC9,707$528K0.17%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,674$526K<0.01%+8613F-HRTimeline
Tyche Wealth Partners LLC9,663$525K0.11%-85913F-HRTimeline
International Private Wealth Advisors L…9,647$525K0.45%+49413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC9,535$519K0.04%+3,37913F-HR/ATimeline
Narus Financial Partners, LLC9,474$515K0.16%+20513F-HRTimeline
Goldstein Advisors, LLC9,406$511K0.07%-52413F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC9,363$509K0.17%+34213F-HRTimeline
Hidden Cove Wealth Management, LLC9,297$506K0.37%-10613F-HRTimeline
TFG Advisers LLC9,275$504K0.17%+33213F-HRTimeline
Lutz Financial Services LLC9,264$504K0.04%-1,07313F-HRTimeline
MOTCO9,028$499K0.05%-6,36113F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA9,141$497K0.11%-1713F-HRTimeline
Arete Wealth Advisors, LLC9,087$494K0.04%-5513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,977$488K<0.01%-2,98413F-HRTimelineGroup
Outlook Wealth Advisors, LLC8,911$485K0.12%-12613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,875$483K<0.01%+6,18013F-HRTimeline
Claro Advisors Inc.8,868$482K0.08%+88713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC8,864$482K<0.01%013F-HRTimelineGroup
Destination Wealth Management8,841$481K0.01%-1,89513F-HRTimeline
Ironwood Wealth Management, LLC.8,835$480K0.18%-5,41713F-HRTimeline
Barnes Wealth Management Group, Inc8,756$476K0.28%-8,94313F-HRTimeline
Fourth Dimension Wealth, LLC8,726$475K0.2%-29113F-HRTimeline
Jordan Park Group LLC8,702$473K0.03%-5,99013F-HRTimeline
Americana Partners, LLC8,631$469K0.02%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.8,530$464K0.62%+47413F-HRTimeline
Baltimore-Washington Financial Advisors…8,395$457K0.02%-13613F-HRTimeline
MAI Capital Management8,380$456K<0.01%+12513F-HRTimeline
Elios Financial Group Inc.8,355$454K0.21%+2513F-HRTimeline
Flagship Private Wealth, LLC8,252$449K0.19%+3713F-HR/ATimeline
SMI Advisory Services, LLC8,070$444K0.09%-1913F-HRTimeline
Falcon Wealth Planning8,032$437K0.04%-70713F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC8,000$435K0.01%+4,30013F-HRTimeline
Sigma Planning Corp7,973$434K0.01%-113F-HRTimeline
SEEDS INVESTOR LLC7,960$433K0.1%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,870$428K0.01%013F-HRTimeline
Apella Capital, LLC7,580$420K0.01%+1,48013F-HRTimeline
EVOKE WEALTH, LLC7,707$419K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…7,695$418K<0.01%+6,06513F-HRTimeline
Garrett Wealth Advisory Group, LLC7,678$418K0.09%+55813F-HRTimeline
Taylor & Morgan Wealth Management, LLC7,658$416K0.28%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,618$414K0.04%-30213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,604$414K<0.01%new13F-HR/ATimelineGroup
Cresset Asset Management, LLC7,597$413K<0.01%-5,49813F-HR/ATimeline
SILVERLAKE WEALTH MANAGEMENT LLC7,597$413K0.12%new13F-HRTimeline
SFM, LLC7,540$410K0.26%013F-HRTimeline
Landmark Wealth Management, LLC7,511$408K0.17%+77813F-HRTimeline
Independent Wealth Network Inc.7,468$406K0.15%+11913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,444$405K<0.01%-8013F-HRTimelineGroup
DAVENPORT & Co LLC7,441$405K<0.01%+1,01013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,403$403K0.01%-4,09313F-HRTimeline
Valtinson Bruner Financial Planning LLC7,380$401K0.13%-38013F-HRTimeline
Curi Capital, LLC7,368$401K0.01%new13F-HRTimeline
Opulen Financial Group LLC7,357$400K0.33%+2813F-HRTimeline
Goodman Financial Corp7,326$398K0.08%-50,26813F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…7,275$396K0.01%013F-HRTimelineGroup
Texas Yale Capital Corp.7,150$389K0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,133$388K0.01%-26913F-HRTimelineGroup
Estate Counselors, LLC7,030$382K0.04%+1,25013F-HRTimeline
BRIGHTON JONES LLC7,012$381K0.01%-1,46113F-HRTimeline
Scarborough Advisors, LLC6,987$380K0.08%+213F-HRTimeline
THOMPSON DAVIS & CO., INC.6,950$378K0.26%-2,70013F-HR/ATimeline
Belpointe Asset Management LLC6,839$372K0.02%-6,04513F-HRTimeline
Stablepoint Partners, LLC6,837$372K0.06%-41613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC6,766$368K0.06%+2713F-HRTimeline
American Money Management, LLC6,735$366K0.06%-18113F-HRTimeline
Laraway Financial Advisors Inc6,731$366K0.28%+313F-HRTimeline
Midwest Financial Network, LLC6,708$365K0.36%-28213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,688$364K<0.01%-44,00013F-HRTimelineGroup
Mystic Asset Management, Inc.6,581$358K0.09%+50113F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…6,566$357K<0.01%013F-HRTimelineGroup
Marion Wealth Management6,556$357K0.09%-55313F-HRTimeline
HARMONY ASSET MANAGEMENT LLC6,540$356K0.13%013F-HRTimeline
Investmark Advisory Group LLC6,534$355K0.17%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC6,449$351K0.16%+26013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …5,961$333K0.02%+2213F-HRTimelineGroup
Values Added Financial LLC6,120$333K0.16%+2,06413F-HRTimeline
Legacy Financial Strategies, LLC6,094$331K0.07%+25313F-HRTimeline
Beckerman Institutional, LLC6,081$331K0.22%013F-HRTimeline
Wealth Advisors of Tampa Bay, LLC6,080$331K0.12%013F-HRTimeline
Balboa Wealth Partners6,010$327K0.07%-14113F-HRTimeline
MGO ONE SEVEN LLC5,969$325K0.01%+85713F-HRTimeline
L2 Asset Management, LLC5,954$324K0.05%new13F-HRTimeline
NWAM LLC5,870$324K0.02%new13F-HR/ATimeline
Vertex Planning Partners, LLC5,926$322K0.07%+25313F-HRTimeline
Sovereign Financial Group, Inc.5,850$318K0.07%+5513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,771$314K0.02%-1,50713F-HRTimeline
Valeo Financial Advisors, LLC5,690$309K0.01%new13F-HR/ATimeline
Astoria Portfolio Advisors LLC.5,483$307K0.09%new13F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC5,638$307K0.08%-5,47313F-HRTimeline
Orion Capital Management LLC5,615$305K0.12%-58513F-HRTimeline
SAX WEALTH ADVISORS, LLC5,597$304K0.02%-84213F-HRTimeline
Latitude Advisors, LLC5,567$303K0.15%-2313F-HRTimeline
Advisor Resource Council5,549$302K0.15%-238,16413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,546$302K0.02%-58113F-HRTimelineGroup
MATAURO, LLC5,429$295K0.06%-16913F-HRTimeline
Continuum Advisory, LLC5,388$293K0.04%+72813F-HRTimeline
Truepoint, Inc.5,355$291K0.01%+5313F-HRTimeline
BridgePort Financial Solutions, LLC5,352$291K0.1%+2013F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,155$291K0.09%+48313F-HRTimeline
Caitlin John, LLC5,336$290K0.26%new13F-HRTimeline
National Philanthropic Trust5,325$290K<0.01%013F-HRTimeline
Sowell Financial Services LLC5,324$290K0.01%-9713F-HRTimeline
USAdvisors Wealth Management, LLC5,308$288K0.11%+9013F-HRTimeline
Acorn Wealth Advisors, LLC5,277$287K0.11%new13F-HRTimeline
WealthPLAN Partners, LLC5,212$283K0.05%+31613F-HRTimeline
SageView Advisory Group, LLC5,035$283K0.01%-1,63113F-HRTimeline
Financial Freedom, LLC5,199$283K0.15%-2,69613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,150$280K<0.01%-64,53813F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT5,142$280K0.01%+17213F-HRTimeline
Capital Advisors, Ltd. LLC5,100$277K0.03%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV5,073$276K0.06%+15313F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC5,065$275K0.26%-2,42213F-HRTimeline
Diligent Investors, LLC5,063$275K0.07%-4913F-HRTimeline
Cassaday & Co Wealth Management LLC5,059$275K0.01%+413F-HRTimeline
Foundations Investment Advisors, LLC5,043$274K<0.01%+57413F-HRTimeline
Mattern Wealth Management LLC4,906$267K0.06%013F-HRTimeline
Ironwood Financial, llc5,155$264K0.06%013F-HRTimeline
PCG Wealth Advisors, LLC4,839$263K0.13%013F-HRTimeline
Five Oceans Advisors4,820$262K0.11%+16413F-HRTimeline
Optimist Retirement Group LLC4,806$261K0.13%+413F-HRTimeline
Prime Capital Investment Advisors, LLC4,780$260K<0.01%-2,94413F-HRTimeline
Worth Asset Management, LLC4,672$254K0.13%new13F-HRTimeline
Mattson Financial Services, LLC4,654$253K0.07%+4,24213F-HRTimeline
Spectrum Planning & Advisory Services I…4,608$251K0.16%+18513F-HRTimeline
Fiduciary Alliance LLC4,600$250K0.02%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT4,599$250K<0.01%new13F-HRTimeline
Tranquility Partners, LLC4,598$250K0.09%-7513F-HRTimeline
Midwestern Financial, LLC /IA4,573$249K0.23%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,480$244K<0.01%new13F-HRTimelineGroup
JGP Wealth Management, LLC4,420$240K0.03%new13F-HRTimeline
Consolidated Portfolio Review Corp4,400$239K0.03%-11513F-HRTimeline
Broadway Wealth Solutions, Inc.4,344$236K0.15%-81,16813F-HRTimeline
KPP Advisory Services LLC4,299$234K0.04%new13F-HR/ATimeline
ForthRight Wealth Management, LLC4,256$231K0.07%+10713F-HRTimeline
Ballentine Partners, LLC4,247$231K<0.01%013F-HRTimeline
My Personal CFO, LLC4,228$230K0.1%013F-HRTimeline
Acropolis Investment Management, LLC4,212$229K0.01%+413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,192$228K<0.01%new13F-HRTimelineGroup
WFA of San Diego, LLC4,176$227K0.17%13F-HRTimeline
SigFig Wealth Management, LLC4,155$226K0.01%new13F-HRTimeline
Old Port Advisors4,128$224K0.06%013F-HRTimeline
Rialto Wealth Management, LLC4,102$223K0.06%new13F-HRTimeline
Altrius Capital Management Inc4,063$221K0.05%-4713F-HRTimeline
Savvy Advisors, Inc.4,032$219K0.01%-44913F-HRTimeline
Round Rock Advisors LLC4,026$219K0.04%-13513F-HRTimeline
Convergence Financial, LLC4,019$219K0.04%-18213F-HRTimeline
HEADINVEST, LLC3,995$217K0.05%013F-HRTimeline
True North Advisors, LLC3,992$217K0.04%-713F-HRTimeline
Meridian Wealth Management, LLC3,965$216K0.01%-46613F-HRTimeline
Denver PWM, LLC3,953$215K0.07%013F-HRTimeline
Keystone Financial Group3,936$214K0.02%new13F-HRTimeline
Venture Visionary Partners LLC3,931$214K0.01%new13F-HRTimeline
Capital CS Group, LLC3,916$213K0.35%-2113F-HRTimeline
October Effect Ltd3,898$212K0.26%13F-HRTimeline
Magnolia Private Wealth, LLC3,896$212K0.16%-4,30013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,882$211K<0.01%-5813F-HRTimelineGroup
Procyon Advisors, LLC3,866$210K0.02%-4213F-HRTimeline
Guardian Wealth Advisors, LLC3,850$209K0.12%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,828$208K<0.01%-41813F-HRTimelineGroup
Dynamic Financial Group3,823$208K0.2%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,790$206K0.01%new13F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,758$204K0.02%new13F-HRTimelineGroup
Vestment Financial LLC3,679$203K0.13%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC3,735$203K0.05%-40713F-HRTimeline
My Legacy Advisors, LLC3,597$202K0.07%new13F-HRTimeline
Glenview Trust Co3,681$200K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,475$189K0.23%13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3,436$187K0.04%013F-HRTimelineGroup
LANARK FINANCIAL, INC.3,278$178K0.01%013F-HRTimeline
SIGNATUREFD, LLC3,213$175K<0.01%+55713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC3,195$174K0.01%013F-HRTimeline
JDM Financial Group LLC3,186$173K0.08%-5913F-HRTimeline
NFSG Corp3,158$172K0.03%+913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,045$166K<0.01%-76413F-HRTimelineGroup
Keener Financial Planning LLC3,027$164K0.08%013F-HRTimeline
Richard W. Paul & Associates, LLC2,779$151K0.05%-14913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,617$142K<0.01%+1,46613F-HRTimelineGroup
Front Row Advisors LLC2,491$135K0.05%013F-HRTimeline
Parallel Advisors, LLC2,256$123K<0.01%-1,90313F-HRTimeline