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Disclosery

SPMD SPDR SERIES TRUST

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SHS (fund)

675 managers (683 13F filers) reported a position in SPMD shares at 2024-12-31, 196,825,417 shares in all. 59 filers opened a position and 35 filers sold out during the quarter.

Managers
675
13F filers
683
New
59
Added
296
Reduced
198
Sold out
35
Shares held by filers
196,825,417

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Winch Advisory Services, LLC631$34.5K0.01%+213F-HRTimeline
AMERIFLEX GROUP, INC.601$34.1K0.02%13F-HRTimeline
DecisionPoint Financial, LLC612$33.5K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP590$32.3K<0.01%013F-HRTimelineGroup
Wood Tarver Financial Group, LLC586$32K0.01%13F-HRTimeline
Glass Jacobson Investment Advisors llc584$31.9K0.01%+113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SITTNER & NELSON, LLC565$30.9K0.01%013F-HRTimeline
CENTRAL TRUST Co554$30.3K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/548$30K<0.01%-3713F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC527$28.8K<0.01%+113F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…500$27K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC489$26.7K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.481$26.3K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…449$25.8K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.469$25.6K0.02%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC460$25.2K<0.01%-213F-HRTimeline
Sunbelt Securities, Inc.425$23.2K<0.01%013F-HRTimeline
CURIO WEALTH, LLC397$21.7K0.01%13F-HRTimeline
WR Wealth Planners, LLC369$20.2K0.01%-34613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.358$19.6K<0.01%+11413F-HRTimeline
Main Street Group, LTD345$18.9K0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.273$14.9K0.01%new13F-HRTimeline
Beacon Capital Management, LLC259$14.2K<0.01%+2313F-HRTimeline
Blue Trust, Inc.256$14K<0.01%+4813F-HR/ATimeline
Hemington Wealth Management250$13K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.199$10.9K<0.01%-5113F-HRTimeline
Global Trust Asset Management, LLC189$10.3K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…190$10K<0.01%new13F-HRTimeline
Ruedi Wealth Management, Inc.181$9.91K<0.01%+113F-HRTimeline
Collier Financial170$9.3K0.01%13F-HRTimeline
Arax Advisory Partners166$9.08K<0.01%+4813F-HRTimeline
Safe Harbor Fiduciary, LLC165$9.02K0.01%+813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA165$9.02K<0.01%013F-HRTimelineGroup
Darwin Wealth Management, LLC165$9.02K<0.01%new13F-HR/ATimeline
Coston, McIsaac & Partners169$9K<0.01%-28113F-HRTimeline
Legacy Investment Solutions, LLC151$8.49K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…151$8.49K0.01%013F-HRTimelineGroup
Bellwether Advisors, LLC151$8.26K<0.01%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\132$7.22K<0.01%013F-HR/ATimelineGroup
Lindbrook Capital, LLC128$7K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC116$6.31K0.01%+213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC114$6.24K<0.01%+10813F-HRTimeline
REAP Financial Group, LLC103$5.63K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…90$5.11K<0.01%-3,09413F-HRTimeline
Annis Gardner Whiting Capital Advisors,…90$4.92K<0.01%013F-HRTimeline
Breakwater Investment Management90$4.92K<0.01%+7413F-HR/ATimeline
Cape Investment Advisory, Inc.90$4.92K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC89$4.89K<0.01%013F-HRTimeline
Bullock Wealth Management Group87$4.77K<0.01%013F-HRTimeline
New Millennium Group LLC85$4.65K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.82$4.49K<0.01%013F-HRTimeline
NewSquare Capital LLC80$4.38K<0.01%new13F-HRTimeline
Asset Dedication, LLC79$4.32K<0.01%+7313F-HRTimeline
Carolina Wealth Advisors, LLC70$3.83K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.63$3.44K<0.01%13F-HRTimeline
Realta Investment Advisors62$3.42K<0.01%-42013F-HRTimeline
Van Hulzen Asset Management, LLC58$3.17K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.54$3.06K<0.01%-4713F-HRTimelineGroup
SIMPLEX TRADING, LLC67$3K<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC46$2.52K<0.01%-1013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC42$2.3K<0.01%13F-HRTimeline
Covestor Ltd36$2K<0.01%+613F-HRTimeline
Christopher J. Hasenberg, Inc36$1.97K<0.01%013F-HRTimeline
Sachetta, LLC35$1.91K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO27$1.48K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.24$1.31K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC24$1.31K<0.01%new13F-HRTimeline
Running Point Capital Advisors, LLC23$1.26K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.14$766<0.01%-7213F-HRTimeline
COUNTRY TRUST BANK12$656<0.01%-3113F-HRTimeline
Capital A Wealth Management, LLC11$602<0.01%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4$219<0.01%-75613F-HRTimelineGroup
Tortoise Investment Management, LLC4$219<0.01%013F-HR/ATimeline
LANARK FINANCIAL, INC.3$2020.02%-3,70513F-HRTimeline
Evolution Advisers, Inc.15$00%-31813F-HRTimelineValue filed as zero, left out of ratios.