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Disclosery

SPMD SPDR SERIES TRUST

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SHS (fund)

807 managers (816 13F filers) reported a position in SPMD shares at 2026-03-31, 236,977,885 shares in all. 74 filers opened a position and 54 filers sold out during the quarter.

Managers
807
13F filers
816
New
74
Added
377
Reduced
248
Sold out
54
Shares held by filers
236,977,885

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MERCER GLOBAL ADVISORS INC /ADV15,138$896K<0.01%+3,47413F-HRTimeline
Fusion Family Wealth, LLC14,891$882K0.07%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp14,728$872K0.02%+1513F-HRTimelineGroup
Brand Asset Management Group, Inc.14,600$865K0.22%-57213F-HRTimeline
Valpey Financial Services, LLC14,541$861K0.56%+47713F-HRTimeline
Tidemark, LLC14,513$859K0.22%-35713F-HRTimeline
VCI Wealth Management LLC14,303$847K0.23%+8,67513F-HRTimeline
Ethos Financial Group, LLC14,276$845K0.06%013F-HRTimeline
NOVUS ADVISORS, LLC14,152$838K1.87%-30313F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.14,098$835K0.29%-1,14713F-HRTimeline
BIP Wealth, LLC14,026$831K0.03%-3,55113F-HRTimeline
HORAN Wealth, LLC14,053$814K0.08%013F-HRTimeline
Sachetta, LLC13,696$811K0.44%+4313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC13,678$810K0.25%-33613F-HRTimeline
SMITH, MOORE & CO.13,629$807K0.06%+38513F-HRTimeline
WHITE PINE CAPITAL LLC13,511$800K0.22%013F-HR/ATimeline
Advisory Alpha, LLC13,387$793K0.02%-16413F-HRTimeline
Park Place Capital Corp13,331$789K0.16%+4113F-HRTimeline
Fortitude Family Office, LLC13,197$782K0.18%013F-HRTimeline
F/m Investments LLC13,136$779K0.05%-12113F-HRTimeline
WorthPointe, LLC13,154$779K0.21%-2,20513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,131$778K0.02%-1,80813F-HRTimeline
Drucker Wealth 3.0, LLC13,022$771K0.13%+31313F-HRTimeline
Vawter Financial, Ltd.12,747$755K0.32%013F-HR/ATimeline
HBK Sorce Advisory LLC11,629$755K0.02%-5913F-HRTimeline
Balance Wealth Partners LLC12,501$740K0.23%-17,57913F-HRTimeline
PFG Advisors12,453$737K0.04%+29113F-HRTimeline
COURIER CAPITAL LLC12,437$737K0.04%+84413F-HR/ATimeline
Sage Mountain Advisors LLC12,313$729K0.05%-21313F-HRTimeline
Taylor & Morgan Wealth Management, LLC12,237$725K0.41%-1,23713F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC12,200$722K0.08%013F-HRTimeline
Steward Partners Investment Advisory, L…12,191$722K<0.01%+2,83213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.12,187$722K0.08%-4813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,000$711K0.02%-41213F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…11,854$702K0.19%-513F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC11,800$699K0.03%+60013F-HRTimeline
BRIGHTON JONES LLC11,750$696K0.02%new13F-HR/ATimeline
Fiduciary Alliance LLC11,064$692K0.04%+1,56113F-HRTimeline
ERn Financial, LLC11,684$692K0.13%-1,25613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding10,945$687K+1,066Timeline
Maridea Wealth Management LLC11,583$686K0.1%-46213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC11,530$683K0.01%+113F-HRTimeline
CENTAURUS FINANCIAL, INC.11,507$681K0.03%+9,58613F-HRTimeline
International Private Wealth Advisors L…11,441$678K0.41%+32013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,379$674K<0.01%+1,10013F-HRTimeline
HB Wealth Management, LLC11,276$668K<0.01%+7,61813F-HRTimeline
Caitlin John, LLC11,259$667K0.4%-1,57713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,226$665K0.02%+1,38913F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC11,183$662K0.12%+2,66613F-HRTimeline
Flagship Private Wealth, LLC10,913$646K0.26%+52613F-HRTimeline
IEQ CAPITAL, LLC10,786$639K<0.01%-1213F-HRTimeline
Investment Planning Advisors, Inc.10,724$635K0.17%-3313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,601$628K0.04%+2,81113F-HRTimeline
WNY Asset Management, LLC10,601$628K0.06%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,565$626K0.03%+4,11113F-HRTimeline
Medallion Wealth Advisors, LLC10,511$622K0.2%-6813F-HRTimeline
SIMON QUICK ADVISORS, LLC10,407$616K0.03%-13,09713F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV10,382$615K0.4%-22313F-HRTimeline
Gambit Capital Management, LLC10,351$613K0.44%-31,40013F-HRTimeline
Charter Oak Capital Management, LLC10,320$611K0.05%-4713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC10,271$608K<0.01%-3,48413F-HRTimelineGroup
Revolve Wealth Partners, LLC10,165$602K0.08%-46513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding10,116$599K-333Timeline
ARKANSAS FINANCIAL GROUP, INC.9,635$596K0.08%-3,76613F-HRTimeline
Pine Valley Investments Ltd Liability Co10,057$596K0.03%+2113F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC10,030$594K0.47%-30913F-HRTimeline
Leslie Global Wealth, LLC9,746$577K0.3%+4613F-HRTimeline
DAVENPORT & Co LLC9,728$576K<0.01%+32913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,549$565K<0.01%+68213F-HRTimelineGroup
Fourth Dimension Wealth, LLC9,523$564K0.21%+11613F-HRTimeline
Savvy Advisors, Inc.9,509$563K0.02%+5,18913F-HRTimeline
Keystone Financial Group9,500$563K0.04%+65413F-HRTimeline
Laraway Financial Advisors Inc9,490$562K0.4%+30213F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC9,470$561K0.16%+613F-HRTimeline
Goldstein Advisors, LLC9,452$560K0.06%013F-HRTimeline
Gen-Wealth Partners Inc9,411$557K0.18%-26213F-HRTimeline
McKinley Carter Wealth Services, Inc.9,390$556K0.03%-6,32713F-HRTimeline
Narus Financial Partners, LLC9,366$555K0.15%-19613F-HRTimeline
Lutz Financial Services LLC9,264$549K0.04%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.9,098$539K0.97%+27013F-HRTimeline
MOTCO9,028$535K0.05%013F-HRTimeline
Sollinda Capital Management LLC8,987$532K0.13%+3213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,834$523K<0.01%-47613F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC8,800$521K0.04%new13F-HRTimelineGroup
Americana Partners, LLC8,632$511K0.01%013F-HRTimeline
Claro Advisors Inc.8,553$507K0.06%+25313F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp8,515$504K0.03%-25,75113F-HRTimelineGroup
Tyche Wealth Partners LLC8,505$504K0.08%-14413F-HRTimeline
Outlook Wealth Advisors, LLC8,482$502K0.12%-39913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI8,477$502K0.02%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,424$499K<0.01%013F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA8,374$496K0.1%-67613F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV8,279$490K0.27%-8113F-HRTimeline
Ironwood Wealth Management, LLC.8,245$488K0.14%-51613F-HRTimeline
Strategic Financial Concepts, LLC8,221$487K0.12%-74213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,127$481K<0.01%013F-HRTimelineGroup
Convergence Financial, LLC8,018$475K0.05%+4,01213F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …8,007$474K<0.01%-1,91413F-HRTimelineGroup
EVOKE WEALTH, LLC7,960$471K0.01%+413F-HRTimeline
Integrity Wealth Partners, LLC7,943$470K0.42%13F-HRTimeline
Hidden Cove Wealth Management, LLC7,917$469K0.3%-1,20213F-HRTimeline
Landmark Wealth Management, LLC7,889$467K0.13%+26013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC7,862$466K0.29%013F-HRTimeline
Texas Yale Capital Corp.7,850$465K0.01%013F-HRTimeline
Falcon Wealth Planning7,778$461K0.03%-24113F-HRTimeline
Opulen Financial Group LLC7,772$460K0.32%+13413F-HRTimeline
Mystic Asset Management, Inc.7,772$460K0.11%+32613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,732$458K0.04%+39913F-HRTimeline
Curi Capital, LLC7,484$443K0.01%+11513F-HRTimeline
THOMPSON DAVIS & CO., INC.7,375$437K0.29%013F-HRTimeline
Destination Wealth Management7,293$432K0.01%-15813F-HRTimeline
Valtinson Bruner Financial Planning LLC7,282$431K0.12%+30013F-HRTimeline
Empowered Funds, LLC7,074$419K<0.01%new13F-HR/ATimeline
Sanchez Gaunt Capital Management, LLC7,055$418K0.26%13F-HRTimeline
Clearstead Advisors, LLC7,049$417K<0.01%-69913F-HRTimeline
KPP Advisory Services LLC7,014$415K0.06%+34113F-HRTimeline
WASHINGTON TRUST Co6,979$413K0.01%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,965$412K0.01%-92013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO6,949$412K0.01%-16313F-HRTimeline
WealthPoint Financial, LLC6,925$410K0.34%+1,03113F-HR/ATimeline
Ballentine Partners, LLC6,892$408K0.01%+2,80413F-HRTimeline
SENTINEL PENSION ADVISORS, LLC6,835$405K0.06%+2113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,478$401K0.02%-26613F-HR/ATimeline
Values Added Financial LLC6,769$401K0.17%+65113F-HRTimeline
Astoria Portfolio Advisors LLC.6,258$400K0.09%+17213F-HRTimeline
Range Advisory, LLC6,695$396K0.07%+2,89613F-HRTimeline
Jordan Park Group LLC6,648$394K0.02%-2,05013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…6,566$389K<0.01%013F-HRTimelineGroup
Meridian Wealth Management, LLC6,540$387K0.01%+2,17713F-HRTimeline
SFG Wealth Management, LLC.6,510$385K0.16%+2,73213F-HRTimeline
American Money Management, LLC6,505$385K0.06%013F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…6,497$385K0.23%-1,00013F-HRTimeline
SAX WEALTH ADVISORS, LLC6,619$383K0.02%013F-HRTimeline
Sigma Planning Corp6,455$382K0.01%-49413F-HRTimeline
NWAM LLC6,448$382K0.02%-10113F-HRTimeline
Stegent Equity Advisors, Inc.6,427$381K0.32%-5,24813F-HRTimeline
Stablepoint Partners, LLC6,424$380K0.06%-6213F-HRTimeline
Sowell Financial Services LLC6,397$379K0.01%+74713F-HRTimeline
MAI Capital Management6,392$379K<0.01%+96313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,316$374K0.02%+2,27313F-HRTimeline
HARMONY ASSET MANAGEMENT LLC6,315$374K0.11%013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management6,200$367K<0.01%new13F-HRTimelineGroup
HEADINVEST, LLC6,200$367K0.08%+2,02613F-HRTimeline
Camelot Portfolios, LLC6,157$365K0.27%new13F-HRTimeline
Cassaday & Co Wealth Management LLC6,124$363K0.01%+36213F-HRTimeline
Legacy Financial Strategies, LLC6,105$362K0.07%+313F-HRTimeline
Beckerman Institutional, LLC6,081$360K0.19%013F-HRTimeline
Wealth Advisors of Tampa Bay, LLC6,080$360K0.12%013F-HRTimeline
Baltimore-Washington Financial Advisors…6,012$356K0.02%-1,31013F-HRTimeline
Kovack Advisors, Inc.5,924$353K0.02%+96013F-HRTimeline
October Effect Ltd5,927$351K0.4%+1,43913F-HRTimeline
VestGen Advisors, LLC5,422$349K0.01%+36813F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC5,872$348K0.15%+2,07113F-HR/ATimeline
Scarborough Advisors, LLC5,849$346K0.04%+1113F-HRTimeline
Balboa Wealth Partners5,831$345K0.06%-16813F-HRTimeline
Marion Wealth Management5,714$338K0.08%-87213F-HRTimeline
Vertex Planning Partners, LLC5,702$338K0.07%013F-HRTimeline
Wescott Financial Advisory Group, LLC5,690$337K0.03%+413F-HRTimeline
ALLIANCEBERNSTEIN L.P.5,814$337K<0.01%+113F-HRTimeline
Sovereign Financial Group, Inc.5,676$336K0.06%-13413F-HRTimeline
SigFig Wealth Management, LLC5,625$333K0.01%+1,32913F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC5,592$331K0.12%-14113F-HRTimeline
UMB Bank, n.a.5,539$328K<0.01%+3,90713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Acorn Wealth Advisors, LLC5,534$328K0.1%+28113F-HRTimeline
APS Management Group, Inc.5,515$327K0.28%-3813F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC5,495$325K0.07%-14313F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,190$321K0.09%+1113F-HRTimeline
Advisors Capital Management, LLC5,391$319K<0.01%-39613F-HRTimeline
Truepoint, Inc.5,390$319K0.01%+213F-HRTimeline
BridgePort Financial Solutions, LLC5,375$318K0.09%-1313F-HRTimeline
DAVIS R M INC5,371$318K0.01%-1,72513F-HRTimeline
Orion Capital Management LLC5,315$315K0.11%013F-HRTimeline
Innovative Wealth Building LLC5,307$314K0.22%+3613F-HRTimeline
Aureum Wealth Management, LLC5,202$308K0.21%new13F-HRTimeline
Canvas Wealth Advisors, LLC5,199$308K0.05%-12513F-HRTimeline
Paladin Wealth, LLC5,189$307K0.21%+70513F-HRTimeline
Milestone Asset Management Group, LLC5,176$307K0.18%013F-HRTimeline
Latitude Advisors, LLC5,164$306K0.14%-4513F-HRTimeline
Ironwood Financial, llc5,156$305K0.05%013F-HRTimeline
WLTH Capital Management, LLC5,113$303K0.24%+113F-HR/ATimeline
Capital Advisors, Ltd. LLC5,100$302K0.03%013F-HRTimeline
Tandem Wealth Advisors LLC5,095$302K0.13%-1,12213F-HRTimeline
Brown Financial Advisors5,093$302K0.11%+98513F-HRTimeline
Continuum Advisory, LLC5,080$301K0.03%-5013F-HRTimeline
Diligent Investors, LLC5,065$300K0.07%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT5,055$299K<0.01%+42913F-HRTimeline
USAdvisors Wealth Management, LLC5,184$298K0.1%-12213F-HRTimeline
Amicus Financial Advisors, LLC4,933$292K0.08%-38413F-HRTimeline
SMI Advisory Services, LLC4,865$292K0.05%-2,21513F-HRTimeline
Mattern Wealth Management LLC4,906$291K0.06%013F-HRTimeline
PCG Wealth Advisors, LLC4,900$290K0.07%+6113F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,893$290K0.01%+28213F-HRTimeline
EP Wealth Advisors, LLC4,865$288K<0.01%new13F-HRTimeline
Optimist Retirement Group LLC4,817$285K0.13%+413F-HRTimeline
DECISION INVESTMENTS, INC4,810$285K0.32%-30013F-HRTimeline
Acropolis Investment Management, LLC4,788$284K0.01%+57013F-HRTimeline
Quartz Partners, LLC4,765$282K0.11%new13F-HRTimeline
Valeo Financial Advisors, LLC4,753$281K0.01%+29813F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC4,701$278K<0.01%13F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.4,688$278K0.2%+713F-HRTimeline