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Disclosery

SPMD SPDR SERIES TRUST

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SHS (fund)

674 managers (680 13F filers) reported a position in SPMD shares at 2025-03-31, 207,992,699 shares in all. 60 filers opened a position and 60 filers sold out during the quarter.

Managers
674
13F filers
680
New
60
Added
324
Reduced
207
Sold out
60
Shares held by filers
207,992,699

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Trust Co556$28.5K<0.01%new13F-HRTimeline
CENTRAL TRUST Co554$28.4K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC529$27K<0.01%+213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.514$26.3K<0.01%+15613F-HRTimeline
LRI Investments, LLC509$26.1K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.507$26K<0.01%new13F-HRTimeline
MorganRosel Wealth Management, LLC500$25.6K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/500$25.6K<0.01%-4813F-HRTimelineGroup
Hopwood Financial Services, Inc.488$25K0.02%+1913F-HRTimeline
Center for Financial Planning, Inc.481$24.6K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC460$23.5K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.425$21.8K<0.01%013F-HRTimeline
Mattson Financial Services, LLC412$21.1K0.01%new13F-HRTimeline
Main Street Group, LTD345$17.6K0.01%013F-HRTimeline
Creekmur Asset Management LLC274$14K<0.01%-70313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…273$14K<0.01%-4,51713F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.260$13.3K0.01%-1313F-HRTimeline
Beacon Capital Management, LLC238$12.2K<0.01%-2113F-HRTimeline
Arax Advisory Partners219$11.2K<0.01%+5313F-HRTimeline
OAKWORTH CAPITAL, INC.199$10.2K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…190$10K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.181$9.25K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC165$9.02K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC165$8.45K0.01%013F-HRTimeline
Coston, McIsaac & Partners169$8K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC156$7.98K<0.01%13F-HRTimeline
Bellwether Advisors, LLC151$7.73K<0.01%013F-HRTimeline
Lindbrook Capital, LLC128$6.55K<0.01%013F-HRTimeline
BFSG, LLC125$6.4K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC125$6.4K<0.01%+1113F-HRTimeline
Frazier Financial Advisors, LLC115$5.89K<0.01%-113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…112$5.73K<0.01%new13F-HRTimelineGroup
REAP Financial Group, LLC103$5.27K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management88$5K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.93$4.76K<0.01%+1113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…90$4.61K<0.01%013F-HRTimeline
Breakwater Investment Management90$4.61K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC90$4.59K<0.01%+113F-HRTimeline
Bullock Wealth Management Group87$4.49K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…90$4.39K<0.01%013F-HRTimeline
Rossby Financial, LCC85$4.22K<0.01%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA77$3.94K<0.01%-8813F-HRTimelineGroup
Asset Dedication, LLC76$3.89K<0.01%-313F-HRTimeline
Carolina Wealth Advisors, LLC70$3.58K<0.01%013F-HRTimeline
Woodside Wealth Management LLC66$3.38K<0.01%13F-HRTimeline
IMG Wealth Management, Inc.63$3.22K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC76$3K<0.01%+913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.54$2.76K<0.01%013F-HRTimelineGroup
Iron Horse Wealth Management, LLC42$2.15K<0.01%-413F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC42$2.15K<0.01%013F-HRTimeline
Covestor Ltd39$2K<0.01%+313F-HRTimeline
Christopher J. Hasenberg, Inc36$1.85K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.34$1.75K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.33$1.69K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…32$1.64K<0.01%-11913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC30$1.53K<0.01%+2613F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO27$1.38K<0.01%013F-HRTimelineGroup
Sachetta, LLC27$1.38K<0.01%-813F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.24$1.23K<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC23$1.18K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC20$1.02K<0.01%new13F-HRTimeline
Realta Investment Advisors18$921<0.01%-4413F-HRTimeline
Cheviot Value Management, LLC15$770<0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.14$717<0.01%013F-HRTimeline
NewSquare Capital LLC10$512<0.01%-7013F-HRTimeline
Quest 10 Wealth Builders, Inc.6$307<0.01%-1,39613F-HRTimeline
Tortoise Investment Management, LLC4$205<0.01%013F-HR/ATimeline
Capital A Wealth Management, LLC4$205<0.01%-713F-HRTimeline
Keystone Global Partners, LLC1$51<0.01%13F-HRTimeline
Fairway Wealth LLC1$51<0.01%new13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC1$51<0.01%new13F-HRTimeline
Evolution Advisers, Inc.15$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-44913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC2$21.7K-39513F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.