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Disclosery

SPMD SPDR SERIES TRUST

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SHS (fund)

726 managers (733 13F filers) reported a position in SPMD shares at 2025-09-30, 221,281,778 shares in all. 69 filers opened a position and 48 filers sold out during the quarter.

Managers
726
13F filers
733
New
69
Added
342
Reduced
208
Sold out
48
Shares held by filers
221,281,778

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Drucker Wealth 3.0, LLC12,129$694K0.12%-22013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…11,859$678K0.2%013F-HRTimelineGroup
Stegent Equity Advisors, Inc.11,843$677K0.55%-3,29313F-HRTimeline
Maridea Wealth Management LLC11,816$676K0.11%new13F-HRTimeline
Taylor & Morgan Wealth Management, LLC11,725$671K0.41%+4,06713F-HRTimeline
PFG Advisors11,703$669K0.03%-66013F-HRTimeline
HBK Sorce Advisory LLC11,688$667K0.02%+1013F-HR/ATimeline
JOHNSON INVESTMENT COUNSEL INC11,528$659K0.01%+19913F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC11,500$658K0.02%+3,50013F-HRTimeline
COMERICA BANK11,470$656K<0.01%+21713F-HRTimeline
COURIER CAPITAL LLC11,247$643K0.04%+41713F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC11,150$638K0.01%-42,44813F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,110$635K<0.01%+2213F-HRTimelineGroup
Investment Planning Advisors, Inc.11,106$635K0.2%-8313F-HRTimeline
Medallion Wealth Advisors, LLC10,983$628K0.22%-13413F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC11,273$624K0.02%+7,51513F-HRTimelineGroup
DAVIS R M INC10,851$621K0.01%new13F-HRTimeline
Revolve Wealth Partners, LLC10,630$608K0.07%013F-HRTimeline
IEQ CAPITAL, LLC10,488$600K<0.01%+713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,309$590K<0.01%new13F-HRTimelineGroup
Charter Oak Capital Management, LLC10,254$586K0.05%-4413F-HRTimeline
International Private Wealth Advisors L…10,227$585K0.37%+58013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,211$584K<0.01%+1,23413F-HRTimelineGroup
Legacy Edge Advisors, LLC10,184$582K0.07%new13F-HRTimeline
GPS Wealth Strategies Group, LLC10,169$582K0.06%-1,82313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,100$578K<0.01%-15,50013F-HRTimeline
Narus Financial Partners, LLC10,085$577K0.16%+61113F-HR/ATimeline
Pine Valley Investments Ltd Liability Co10,028$574K0.03%-21313F-HRTimeline
Leslie Global Wealth, LLC9,992$571K0.27%-3,23713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,913$567K<0.01%-15,30013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,793$560K<0.01%+91813F-HRTimeline
Coppell Advisory Solutions LLC9,659$552K0.06%-2,82913F-HRTimeline
L2 Asset Management, LLC9,485$542K0.08%+3,53113F-HRTimeline
Goldstein Advisors, LLC9,452$541K0.07%+4613F-HRTimeline
Tyche Wealth Partners LLC9,441$540K0.09%-22213F-HRTimeline
Barnes Wealth Management Group, Inc9,402$538K0.3%+64613F-HRTimeline
Advisor Resource Council9,377$536K0.72%+3,82813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC9,369$536K0.16%+613F-HRTimeline
Hidden Cove Wealth Management, LLC9,297$532K0.35%013F-HRTimeline
Lutz Financial Services LLC9,264$530K0.04%013F-HRTimeline
Belpointe Asset Management LLC9,235$528K0.02%+2,39613F-HRTimeline
Gen-Wealth Partners Inc9,199$526K0.18%new13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA9,095$520K0.11%-4613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,087$520K0.03%-8,96313F-HRTimelineGroup
Midwest Financial Network, LLC9,031$517K0.42%+2,32313F-HRTimeline
MOTCO9,028$516K0.05%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,896$509K<0.01%-77813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,754$501K<0.01%+2,06613F-HRTimelineGroup
Ironwood Wealth Management, LLC.8,750$500K0.17%-8513F-HRTimeline
Outlook Wealth Advisors, LLC8,721$499K0.12%-19013F-HRTimeline
DAVENPORT & Co LLC8,687$497K<0.01%+1,24613F-HRTimeline
Americana Partners, LLC8,631$494K0.01%013F-HRTimeline
Destination Wealth Management8,578$491K0.01%-26313F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.8,557$489K0.62%+2713F-HRTimeline
Fourth Dimension Wealth, LLC8,519$487K0.19%-20713F-HRTimeline
Flagship Private Wealth, LLC8,430$482K0.19%+17813F-HRTimeline
Savvy Advisors, Inc.8,429$482K0.02%+4,39713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,424$482K<0.01%+82013F-HRTimelineGroup
Steward Partners Investment Advisory, L…8,423$482K<0.01%+72813F-HRTimeline
Claro Advisors Inc.8,376$479K0.07%-49213F-HRTimeline
Baltimore-Washington Financial Advisors…8,337$477K0.02%-5813F-HRTimeline
Precision Wealth Strategies, LLC8,300$475K0.15%-1,40713F-HRTimeline
Garrett Wealth Advisory Group, LLC8,192$468K0.09%+51413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,127$465K<0.01%+68313F-HRTimelineGroup
Falcon Wealth Planning8,022$459K0.04%-1013F-HRTimeline
Landmark Wealth Management, LLC7,997$457K0.18%+48613F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,870$450K0.01%013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC7,862$450K0.3%-2,59213F-HRTimeline
Clearstead Advisors, LLC7,835$448K0.01%-1,92413F-HRTimeline
Laraway Financial Advisors Inc7,834$448K0.31%+1,10313F-HRTimeline
SMI Advisory Services, LLC7,717$445K0.08%-35313F-HRTimeline
EVOKE WEALTH, LLC7,707$441K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,657$438K0.04%+3913F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…7,540$431K0.25%013F-HRTimeline
Curi Capital, LLC7,368$421K0.01%013F-HRTimeline
Apella Capital, LLC7,463$421K0.01%-11713F-HRTimeline
Caitlin John, LLC7,351$420K0.29%+2,01513F-HRTimeline
Independent Wealth Network Inc.7,340$420K0.13%-12813F-HRTimeline
Valtinson Bruner Financial Planning LLC7,309$418K0.12%-7113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,308$418K0.01%-9513F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…7,275$416K0.01%013F-HRTimelineGroup
Opulen Financial Group LLC7,260$415K0.31%-9713F-HRTimeline
ABSHER WEALTH MANAGEMENT, LLC7,251$415K0.05%new13F-HRTimeline
Westside Investment Management, Inc.7,195$413K0.07%+6,61013F-HRTimeline
Mystic Asset Management, Inc.7,171$410K0.09%+59013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,142$408K0.01%+913F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV7,103$406K0.03%-5,79413F-HRTimeline
Estate Counselors, LLC7,030$402K0.03%013F-HRTimeline
THOMPSON DAVIS & CO., INC.6,950$397K0.25%013F-HRTimeline
Texas Yale Capital Corp.6,950$397K0.01%-20013F-HRTimeline
Sigma Planning Corp6,923$396K0.01%-1,05013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,909$395K0.1%-68813F-HRTimeline
BRIGHTON JONES LLC6,874$393K0.01%-13813F-HRTimeline
ZACKS INVESTMENT MANAGEMENT6,859$392K<0.01%+2,26013F-HRTimeline
Stablepoint Partners, LLC6,837$391K0.06%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC6,789$388K0.06%+2313F-HRTimeline
Marion Wealth Management6,689$383K0.09%+13313F-HRTimeline
Worth Asset Management, LLC6,641$380K0.17%+1,96913F-HRTimeline
Fiduciary Alliance LLC6,625$379K0.03%+2,02513F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC6,601$378K0.15%+15213F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…6,566$376K<0.01%013F-HRTimelineGroup
Investmark Advisory Group LLC6,534$374K0.16%013F-HRTimeline
American Money Management, LLC6,505$372K0.06%-23013F-HRTimeline
NWAM LLC6,471$370K0.02%+60113F-HR/ATimeline
HARMONY ASSET MANAGEMENT LLC6,315$361K0.12%-22513F-HRTimeline
Values Added Financial LLC6,118$350K0.16%-213F-HRTimeline
Legacy Financial Strategies, LLC6,098$349K0.06%+413F-HRTimeline
Beckerman Institutional, LLC6,081$348K0.2%013F-HRTimeline
Wealth Advisors of Tampa Bay, LLC6,080$348K0.12%013F-HRTimeline
Spinnaker Investment Group, LLC5,968$341K0.06%new13F-HRTimeline
Balboa Wealth Partners5,956$341K0.06%-5413F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …5,981$340K0.02%+2013F-HRTimelineGroup
Vertex Planning Partners, LLC5,926$339K0.06%013F-HRTimeline
Sovereign Financial Group, Inc.5,916$338K0.06%+6613F-HRTimeline
NorthRock Partners, LLC5,903$338K0.01%new13F-HRTimeline
Valeo Financial Advisors, LLC5,847$334K0.01%+15713F-HRTimeline
Scarborough Advisors, LLC5,836$334K0.06%-1,15113F-HRTimeline
Advisors Capital Management, LLC5,801$332K<0.01%new13F-HRTimeline
ALLIANCEBERNSTEIN L.P.5,680$325K<0.01%new13F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC5,638$322K0.07%013F-HRTimeline
Orion Capital Management LLC5,615$321K0.11%013F-HRTimeline
Sowell Financial Services LLC5,608$321K0.01%+28413F-HRTimeline
APS Management Group, Inc.5,539$317K0.28%13F-HRTimeline
Astoria Portfolio Advisors LLC.5,483$316K0.08%013F-HRTimeline
Foundations Investment Advisors, LLC5,452$312K<0.01%+40913F-HRTimeline
MATAURO, LLC5,443$311K0.05%+1413F-HRTimeline
Canvas Wealth Advisors, LLC5,372$310K0.06%-9,82613F-HRTimeline
BridgePort Financial Solutions, LLC5,369$307K0.08%+1713F-HRTimeline
Truepoint, Inc.5,364$307K0.01%+913F-HRTimeline
National Philanthropic Trust5,325$305K<0.01%013F-HRTimeline
SAX WEALTH ADVISORS, LLC5,322$304K0.02%-27513F-HRTimeline
Acorn Wealth Advisors, LLC5,309$304K0.1%+3213F-HRTimeline
MAI Capital Management5,293$303K<0.01%-3,08713F-HRTimeline
WealthPLAN Partners, LLC5,230$299K0.04%+1813F-HRTimeline
USAdvisors Wealth Management, LLC5,226$298K0.1%-8213F-HRTimeline
Milestone Asset Management Group, LLC5,168$296K0.19%new13F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,167$295K0.08%+1213F-HRTimeline
Ironwood Financial, llc5,155$295K0.05%013F-HRTimeline
SageView Advisory Group, LLC5,140$294K0.01%+10513F-HRTimeline
Continuum Advisory, LLC5,135$294K0.03%-25313F-HRTimeline
Capital Advisors, Ltd. LLC5,100$292K0.03%013F-HRTimeline
Cassaday & Co Wealth Management LLC5,078$290K0.01%+1913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,068$290K0.02%-47813F-HRTimelineGroup
Diligent Investors, LLC5,064$290K0.07%+113F-HRTimeline
Mattern Wealth Management LLC4,906$281K0.06%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV4,902$280K0.05%-17113F-HRTimeline
PCG Wealth Advisors, LLC4,839$277K0.08%013F-HRTimeline
Optimist Retirement Group LLC4,810$275K0.12%+413F-HRTimeline
Prime Capital Investment Advisors, LLC4,782$273K<0.01%+213F-HRTimeline
Focus Financial Network, Inc.4,773$273K0.01%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,647$266K0.01%new13F-HRTimeline
Midwestern Financial, LLC /IA4,589$262K0.23%+1613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,568$261K0.02%-1,20313F-HRTimeline
KPP Advisory Services LLC4,564$261K0.04%+26513F-HRTimeline
Spectrum Planning & Advisory Services I…4,561$261K0.15%-4713F-HRTimeline
Latitude Advisors, LLC4,535$259K0.12%-1,03213F-HRTimeline
Goodman Financial Corp4,526$259K0.05%-2,80013F-HRTimeline
Consolidated Portfolio Review Corp4,381$251K0.03%-1913F-HRTimeline
Five Oceans Advisors4,361$249K0.09%-45913F-HRTimeline
Tranquility Partners, LLC4,288$245K0.08%-31013F-HRTimeline
Dynamic Financial Group4,288$245K0.21%+46513F-HRTimeline
ForthRight Wealth Management, LLC4,272$244K0.07%+1613F-HRTimeline
Ballentine Partners, LLC4,247$243K<0.01%013F-HRTimeline
Capital CS Group, LLC4,239$242K0.4%+32313F-HRTimeline
SigFig Wealth Management, LLC4,229$242K0.01%+7413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,209$241K<0.01%+1713F-HRTimelineGroup
WFA of San Diego, LLC4,176$239K0.16%013F-HRTimeline
Trexquant Investment LP4,170$238K<0.01%new13F-HRTimeline
Meridian Wealth Management, LLC4,161$238K0.01%+19613F-HRTimeline
Rialto Wealth Management, LLC4,147$237K0.06%+4513F-HRTimeline
Old Port Advisors4,128$236K0.06%013F-HRTimeline
Inman Jager Wealth Management, LLC4,097$234K0.15%new13F-HRTimeline
Venture Visionary Partners LLC4,067$233K0.01%+13613F-HRTimeline
Altrius Capital Management Inc4,043$231K0.05%-2013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,039$231K<0.01%+15713F-HRTimelineGroup
Round Rock Advisors LLC4,025$230K0.04%-113F-HRTimeline
Convergence Financial, LLC4,025$230K0.03%+613F-HRTimeline
Acropolis Investment Management, LLC4,212$229K0.01%013F-HRTimeline
True North Advisors, LLC3,992$228K0.04%013F-HRTimeline
MSH Capital Advisors LLC3,966$227K0.06%new13F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC3,949$226K0.1%-1,11613F-HRTimeline
Financial Freedom, LLC3,844$220K0.11%-1,35513F-HRTimeline
NORDEN GROUP LLC3,841$220K0.02%new13F-HRTimeline
October Effect Ltd3,812$218K0.24%-8613F-HRTimeline
Procyon Advisors, LLC3,808$218K0.01%-5813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,802$217K<0.01%+75713F-HRTimelineGroup
HEADINVEST, LLC3,770$216K0.04%-22513F-HRTimeline
Denver PWM, LLC3,953$215K0.07%013F-HRTimeline
Grey Fox Wealth Advisors, LLC3,745$214K0.04%+1013F-HRTimeline
Magnolia Private Wealth, LLC3,742$214K0.16%-15413F-HRTimeline
Guardian Wealth Advisors, LLC3,725$213K0.12%-12513F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…3,720$213K0.01%new13F-HRTimeline
Vestment Financial LLC3,679$211K0.12%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,674$210K0.07%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC3,667$210K0.09%new13F-HRTimeline
HB Wealth Management, LLC3,658$209K<0.01%new13F-HRTimeline
Kovack Advisors, Inc.3,631$208K0.02%new13F-HRTimeline
SIGNATUREFD, LLC3,459$198K<0.01%+24613F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3,436$197K0.04%013F-HRTimelineGroup
LANARK FINANCIAL, INC.3,378$193K0.01%+10013F-HRTimeline