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Disclosery

SPMD SPDR SERIES TRUST

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SHS (fund)

787 managers (798 13F filers) reported a position in SPMD shares at 2025-12-31, 234,987,089 shares in all. 67 filers opened a position and 37 filers sold out during the quarter.

Managers
787
13F filers
798
New
67
Added
368
Reduced
223
Sold out
37
Shares held by filers
234,987,089

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Taylor & Morgan Wealth Management, LLC13,474$780K0.44%+1,74913F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.13,401$776K0.11%-55213F-HRTimeline
MGB Wealth Management, LLC13,366$774K0.22%+2113F-HRTimeline
Legacy Edge Advisors, LLC13,367$774K0.08%+3,18313F-HRTimeline
Park Place Capital Corp13,290$770K0.16%+4913F-HRTimeline
F/m Investments LLC13,257$768K0.03%+44513F-HRTimeline
SMITH, MOORE & CO.13,244$767K0.06%013F-HRTimeline
Fortitude Family Office, LLC13,197$764K0.18%-17713F-HRTimeline
COMERICA BANK12,955$750K<0.01%+1,48513F-HRTimeline
Arete Wealth Advisors, LLC12,953$750K0.05%+59413F-HR/ATimeline
ERn Financial, LLC12,940$749K0.14%-5213F-HRTimeline
Inman Jager Wealth Management, LLC12,903$747K0.46%+8,80613F-HRTimeline
Caitlin John, LLC12,836$743K0.49%+5,48513F-HRTimeline
Vawter Financial, Ltd.12,747$738K0.31%013F-HR/ATimeline
Drucker Wealth 3.0, LLC12,709$736K0.13%+58013F-HRTimeline
HBK Sorce Advisory LLC11,688$736K0.02%013F-HRTimeline
Sage Mountain Advisors LLC12,526$725K0.04%-80413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,412$719K0.02%-32513F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.12,235$709K0.08%13F-HRTimeline
WealthPlan Investment Management, LLC12,216$707K0.05%-19913F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC12,200$707K0.08%013F-HRTimeline
PFG Advisors12,162$704K0.03%+45913F-HRTimeline
Maridea Wealth Management LLC12,045$698K0.11%+22913F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…11,859$687K0.22%013F-HRTimelineGroup
PERSPECTIVE WEALTH ADVISORS LLC11,839$686K0.49%13F-HRTimeline
Stegent Equity Advisors, Inc.11,675$676K0.53%-16813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,664$675K<0.01%+2,76813F-HRTimeline
COURIER CAPITAL LLC11,593$671K0.04%+34613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC11,529$668K0.01%+113F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC11,506$666K0.01%+35613F-HRTimelineGroup
Up Capital Management, Inc.11,468$664K0.59%13F-HRTimeline
Bleakley Financial Group, LLC11,467$664K0.01%new13F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC11,200$649K0.02%-30013F-HRTimeline
International Private Wealth Advisors L…11,121$644K0.41%+89413F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.4,947$626K0.31%new13F-HRTimeline
IEQ CAPITAL, LLC10,798$625K<0.01%+31013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,795$625K0.01%+6,75613F-HRTimelineGroup
Investment Planning Advisors, Inc.10,757$623K0.18%-34913F-HRTimeline
Summit Financial, LLC10,702$620K0.01%new13F-HRTimeline
Revolve Wealth Partners, LLC10,630$616K0.07%013F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV10,605$614K0.38%13F-HRTimeline
Medallion Wealth Advisors, LLC10,579$613K0.21%-40413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding10,449$605K+1,362Timeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,427$604K<0.01%+11813F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding9,879$603K+3,898Timeline
Flagship Private Wealth, LLC10,387$602K0.24%+1,95713F-HRTimeline
Charter Oak Capital Management, LLC10,367$600K0.05%+11313F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC10,339$599K0.47%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,279$595K<0.01%+48613F-HRTimeline
Pine Valley Investments Ltd Liability Co10,036$581K0.03%+813F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …9,921$575K<0.01%-4,75513F-HRTimelineGroup
Venture Visionary Partners LLC9,854$571K0.02%+5,78713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,837$570K0.02%+2,69513F-HRTimelineGroup
Leslie Global Wealth, LLC9,700$562K0.25%-29213F-HRTimeline
Gen-Wealth Partners Inc9,673$560K0.18%+47413F-HRTimeline
Narus Financial Partners, LLC9,562$554K0.15%-52313F-HRTimeline
Fiduciary Alliance LLC9,503$550K0.04%+2,87813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC9,464$548K0.16%+9513F-HRTimeline
Goldstein Advisors, LLC9,452$547K0.06%013F-HRTimeline
Fourth Dimension Wealth, LLC9,407$545K0.2%+88813F-HRTimeline
DAVENPORT & Co LLC9,399$544K<0.01%+71213F-HRTimeline
Steward Partners Investment Advisory, L…9,359$542K<0.01%+93613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,310$539K<0.01%-90113F-HRTimelineGroup
Lutz Financial Services LLC9,264$536K0.04%013F-HRTimeline
Laraway Financial Advisors Inc9,188$532K0.35%+1,35413F-HRTimeline
Hidden Cove Wealth Management, LLC9,119$528K0.34%-17813F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA9,050$524K0.1%-4513F-HRTimeline
MOTCO9,028$523K0.05%013F-HRTimeline
Strategic Financial Concepts, LLC8,963$519K0.47%-18,21913F-HRTimeline
Sollinda Capital Management LLC8,955$519K0.13%-5,87013F-HRTimeline
Outlook Wealth Advisors, LLC8,881$514K0.12%+16013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,867$513K<0.01%+11313F-HRTimelineGroup
Keystone Financial Group8,846$512K0.04%-1,69913F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.8,828$511K0.98%+27113F-HRTimeline
Ironwood Wealth Management, LLC.8,761$507K0.15%+1113F-HRTimeline
Jordan Park Group LLC8,698$504K0.03%new13F-HRTimeline
Tyche Wealth Partners LLC8,649$501K0.08%-79213F-HRTimeline
Americana Partners, LLC8,632$500K0.01%+113F-HRTimeline
Garrett Wealth Advisory Group, LLC8,517$493K0.09%+32513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,424$488K<0.01%013F-HRTimelineGroup
CAPITAL FINANCIAL GROUP INC\CO\ /ADV8,360$484K0.27%13F-HRTimeline
Claro Advisors Inc.8,300$481K0.07%-7613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,127$471K<0.01%013F-HRTimelineGroup
Falcon Wealth Planning8,019$464K0.04%-313F-HRTimeline
EVOKE WEALTH, LLC7,956$461K0.01%+24913F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,885$457K0.01%+1513F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC7,862$455K0.28%013F-HRTimeline
Texas Yale Capital Corp.7,850$455K0.01%+90013F-HRTimeline
Apella Capital, LLC7,813$452K0.01%+35013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,790$451K0.03%+68713F-HRTimeline
Clearstead Advisors, LLC7,748$449K0.01%-8713F-HRTimeline
Opulen Financial Group LLC7,638$442K0.32%+37813F-HRTimeline
Landmark Wealth Management, LLC7,629$442K0.17%-36813F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…7,497$434K0.25%-4313F-HRTimeline
Destination Wealth Management7,451$431K0.01%-1,12713F-HRTimeline
Mystic Asset Management, Inc.7,446$431K0.1%+27513F-HRTimeline
SMI Advisory Services, LLC7,080$430K0.07%-63713F-HRTimeline
Independent Wealth Network Inc.7,409$429K0.13%+6913F-HRTimeline
THOMPSON DAVIS & CO., INC.7,375$427K0.26%+42513F-HRTimeline
Curi Capital, LLC7,369$427K0.01%+113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,333$425K0.03%-32413F-HRTimeline
Baltimore-Washington Financial Advisors…7,322$424K0.02%-1,01513F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…7,275$421K0.01%013F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO7,112$412K0.01%-19613F-HRTimeline
Westside Investment Management, Inc.7,021$412K0.07%-17413F-HRTimeline
DAVIS R M INC7,096$411K0.01%-3,75513F-HRTimeline
Valtinson Bruner Financial Planning LLC6,982$404K0.12%-32713F-HRTimeline
Marion Wealth Management6,586$402K0.09%-10313F-HRTimeline
Sigma Planning Corp6,949$402K0.01%+2613F-HRTimeline
NWAM LLC6,549$398K0.02%+7813F-HRTimeline
SENTINEL PENSION ADVISORS, LLC6,814$395K0.06%+2513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,744$391K0.02%new13F-HRTimeline
KPP Advisory Services LLC6,673$386K0.06%+2,10913F-HRTimeline
SAX WEALTH ADVISORS, LLC6,619$383K0.02%+1,29713F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…6,566$380K<0.01%013F-HRTimelineGroup
Astoria Portfolio Advisors LLC.6,086$378K0.09%+60313F-HRTimeline
American Money Management, LLC6,505$377K0.06%013F-HRTimeline
Stablepoint Partners, LLC6,486$376K0.06%-35113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC6,454$374K0.02%+1,88613F-HRTimeline
Spinnaker Investment Group, LLC6,365$369K0.07%+39713F-HRTimeline
HARMONY ASSET MANAGEMENT LLC6,315$366K0.12%013F-HRTimeline
Tandem Wealth Advisors LLC6,217$360K0.16%new13F-HRTimeline
Values Added Financial LLC6,118$354K0.15%013F-HRTimeline
Legacy Financial Strategies, LLC6,102$353K0.06%+413F-HRTimeline
Beckerman Institutional, LLC6,081$352K0.2%013F-HRTimeline
Wealth Advisors of Tampa Bay, LLC6,080$352K0.12%013F-HRTimeline
Balboa Wealth Partners5,999$347K0.06%+4313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC5,907$342K0.03%-106,38813F-HRTimelineGroup
WealthPoint Financial, LLC5,894$341K0.3%13F-HRTimeline
MJP ASSOCIATES INC /ADV5,852$339K0.04%-104,22813F-HRTimeline
Scarborough Advisors, LLC5,838$338K0.06%+213F-HRTimeline
ALLIANCEBERNSTEIN L.P.5,813$337K<0.01%+13313F-HRTimeline
Sovereign Financial Group, Inc.5,810$336K0.06%-10613F-HRTimeline
Advisors Capital Management, LLC5,787$335K<0.01%-1413F-HRTimeline
Cassaday & Co Wealth Management LLC5,762$334K0.01%+68413F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC5,733$332K0.12%-86813F-HRTimeline
Vertex Planning Partners, LLC5,702$330K0.08%-22413F-HRTimeline
Wescott Financial Advisory Group, LLC5,686$329K0.03%new13F-HRTimeline
Sowell Financial Services LLC5,650$327K0.01%+4213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC5,638$326K0.07%013F-HRTimeline
VCI Wealth Management LLC5,628$326K0.09%-20,75313F-HRTimeline
Safe Harbor Wealth Advisors, LLC5,228$324K0.31%13F-HRTimeline
APS Management Group, Inc.5,553$322K0.28%+1413F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,179$320K0.08%+1213F-HRTimeline
WLTH Capital Management, LLC5,112$320K0.25%13F-HRTimeline
NorthRock Partners, LLC5,514$319K0.01%-38913F-HRTimeline
MAI Capital Management5,429$314K<0.01%+13613F-HRTimeline
Ironwood Financial, llc5,156$313K0.05%+113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,405$313K0.07%-1,50413F-HRTimeline
Truepoint, Inc.5,388$312K0.01%+2413F-HRTimeline
BridgePort Financial Solutions, LLC5,388$312K0.08%+1913F-HRTimeline
Barnes Wealth Management Group, Inc5,386$312K0.17%-4,01613F-HRTimeline
Canvas Wealth Advisors, LLC5,324$308K0.05%-4813F-HRTimeline
Amicus Financial Advisors, LLC5,317$308K0.09%13F-HRTimeline
Orion Capital Management LLC5,315$308K0.1%-30013F-HRTimeline
USAdvisors Wealth Management, LLC5,306$307K0.1%+8013F-HRTimeline
Innovative Wealth Building LLC5,271$305K0.22%new13F-HRTimeline
Acorn Wealth Advisors, LLC5,253$304K0.09%-5613F-HRTimeline
WealthPLAN Partners, LLC5,230$303K0.05%013F-HRTimeline
Latitude Advisors, LLC5,209$302K0.13%+67413F-HRTimeline
Milestone Asset Management Group, LLC5,176$300K0.17%+813F-HRTimeline
Continuum Advisory, LLC5,130$297K0.03%-513F-HRTimeline
DECISION INVESTMENTS, INC5,110$296K0.32%13F-HRTimeline
Fisher Asset Management, LLC5,103$296K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC5,100$295K0.03%013F-HRTimeline
Diligent Investors, LLC5,065$293K0.07%+113F-HRTimeline
VestGen Advisors, LLC5,054$293K0.01%-8,65513F-HRTimeline
Foundations Investment Advisors, LLC4,985$289K<0.01%-46713F-HRTimeline
Kovack Advisors, Inc.4,964$287K0.01%+1,33313F-HR/ATimeline
MATAURO, LLC4,957$287K0.04%-48613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,935$286K0.02%-13313F-HRTimelineGroup
Mattern Wealth Management LLC4,906$284K0.05%013F-HRTimeline
Estate Counselors, LLC4,860$281K0.02%-2,17013F-HRTimeline
PCG Wealth Advisors, LLC4,839$280K0.08%013F-HRTimeline
Optimist Retirement Group LLC4,813$279K0.13%+313F-HRTimeline
Fullerton Advisors, LLC4,764$276K0.28%13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.4,681$271K0.22%+1,69913F-HRTimeline
ZACKS INVESTMENT MANAGEMENT4,626$268K<0.01%-2,23313F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,611$267K<0.01%-3613F-HRTimeline
Midwestern Financial, LLC /IA4,606$267K0.22%+1713F-HRTimeline
Spectrum Planning & Advisory Services I…4,581$265K0.14%+2013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV4,549$263K0.04%-35313F-HRTimeline
Investmark Advisory Group LLC4,534$263K0.11%-2,00013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,522$262K<0.01%new13F-HRTimeline
Capital CS Group, LLC4,495$260K0.41%+25613F-HRTimeline
Goodman Financial Corp4,491$260K0.05%-3513F-HRTimeline
October Effect Ltd4,488$260K0.29%+67613F-HRTimeline
Paladin Wealth, LLC4,484$260K0.18%new13F-HRTimeline
Five Oceans Advisors4,459$258K0.09%+9813F-HRTimeline
Valeo Financial Advisors, LLC4,455$258K0.01%-1,39213F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC4,448$258K<0.01%new13F-HRTimelineGroup
Meridian Wealth Management, LLC4,363$253K0.01%+20213F-HRTimeline
HUB Investment Partners, LLC4,357$252K0.01%new13F-HRTimeline
Savvy Advisors, Inc.4,320$250K0.01%-4,10913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,317$250K<0.01%+10813F-HRTimelineGroup
Dynamic Financial Group4,306$249K0.21%+1813F-HRTimeline
Altrius Capital Management Inc4,298$249K0.05%+25513F-HRTimeline
SigFig Wealth Management, LLC4,296$249K0.01%+6713F-HRTimeline
Tranquility Partners, LLC4,288$248K0.09%013F-HRTimeline
PCB Capital LLC4,249$246K0.39%13F-HRTimeline