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Disclosery

SPMD SPDR SERIES TRUST

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SHS (fund)

720 managers (726 13F filers) reported a position in SPMD shares at 2025-06-30, 213,469,725 shares in all. 87 filers opened a position and 48 filers sold out during the quarter.

Managers
720
13F filers
726
New
87
Added
297
Reduced
232
Sold out
48
Shares held by filers
213,469,725

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MJT & Associates Financial Advisory Gro…2,013$109K0.14%013F-HR/ATimeline
CX Institutional2,010$109K<0.01%-40,69313F-HR/ATimeline
SIERRA OCEAN, LLC2,000$109K0.08%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,964$107K<0.01%new13F-HRTimelineGroup
Paladin Advisory Group, LLC1,935$105K0.08%-38913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,913$104K<0.01%-83313F-HRTimelineGroup
WHITTIER TRUST CO1,851$101K<0.01%013F-HRTimeline
Hilltop National Bank1,776$96.6K0.03%13F-HRTimeline
Smartleaf Asset Management LLC1,737$94.4K0.01%-5013F-HRTimeline
Graney & King, LLC1,704$92.7K0.06%+113F-HRTimeline
Team Financial Group, LLC1,692$92K0.05%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,350$73.4K<0.01%013F-HRTimeline
Promus Capital, LLC1,339$72.8K0.05%new13F-HR/ATimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,300$71K<0.01%013F-HRTimelineGroup
Armor Investment Advisors, LLC1,240$67.4K0.03%013F-HRTimeline
WealthShield Partners, LLC1,239$67.4K0.01%+513F-HRTimeline
SBI Securities Co., Ltd.1,213$66K<0.01%+1613F-HRTimeline
PrairieView Partners, LLC1,100$59K0.01%+10513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,059$57.6K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd1,036$56.3K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC1,017$55.3K<0.01%+5513F-HRTimeline
Legacy Investment Solutions, LLC1,017$55.3K0.03%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,017$55.3K0.03%+98513F-HRTimelineGroup
Millstone Evans Group, LLC900$48.9K0.03%013F-HRTimeline
Arax Advisory Partners895$48.6K<0.01%+67613F-HRTimeline
Cape Investment Advisory, Inc.868$47.2K0.02%-4013F-HRTimeline
Riggs Asset Managment Co. Inc.867$47.1K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC806$43.8K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC727$39.5K<0.01%+19813F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.717$39K0.03%-64713F-HRTimeline
Headlands Technologies LLC697$37.9K<0.01%new13F-HRTimeline
Pineridge Advisors LLC681$37K0.01%new13F-HRTimeline
Winch Advisory Services, LLC636$34.6K0.01%+313F-HRTimeline
Transce3nd, LLC632$34.4K0.01%+3613F-HRTimeline
DecisionPoint Financial, LLC612$33.7K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP590$32.1K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.585$31.8K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC565$31.6K0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC586$31K0.01%013F-HRTimeline
SITTNER & NELSON, LLC565$30.7K0.01%013F-HRTimeline
Trust Co556$30.2K<0.01%013F-HRTimeline
CENTRAL TRUST Co554$30.1K<0.01%013F-HRTimeline
Compass Financial Services Inc549$29.9K0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.509$27.7K<0.01%+213F-HRTimeline
LRI Investments, LLC509$27.7K<0.01%013F-HRTimeline
MorganRosel Wealth Management, LLC500$27.2K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/500$27.2K<0.01%013F-HR/ATimelineGroup
HANTZ FINANCIAL SERVICES, INC.501$27K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hopwood Financial Services, Inc.488$26.5K0.02%013F-HRTimeline
Center for Financial Planning, Inc.481$26.2K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC460$25K<0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC444$24.1K0.02%new13F-HRTimeline
Northwest Capital Management Inc435$23.7K0.01%-5,94613F-HRTimeline
Essential Partners LLC428$23.3K0.01%13F-HRTimeline
Sunbelt Securities, Inc.425$23.2K<0.01%013F-HRTimeline
Brooklyn Investment Group372$20.2K<0.01%new13F-HR/ATimeline
Crewe Advisors LLC352$19.1K<0.01%new13F-HRTimeline
Main Street Group, LTD323$17.6K0.01%-2213F-HRTimeline
Blue Trust, Inc.305$16.6K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC274$14.9K<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.260$14.1K0.01%new13F-HRTimeline
Barnes Dennig Private Wealth Management…257$14K0.02%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…240$13K<0.01%-3313F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.225$12.2K<0.01%-28913F-HRTimeline
Safe Harbor Fiduciary, LLC214$11.6K0.01%+4913F-HRTimeline
OAKWORTH CAPITAL, INC.199$10.8K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…190$10K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.171$9.3K<0.01%13F-HRTimeline
Coston, McIsaac & Partners169$9K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC152$8.29K<0.01%-413F-HRTimeline
Bellwether Advisors, LLC151$8.21K<0.01%013F-HRTimeline
Biltmore Family Office, LLC136$7.4K<0.01%new13F-HRTimeline
Covestor Ltd125$7K<0.01%+8613F-HRTimeline
BFSG, LLC125$6.8K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC116$6.29K<0.01%+113F-HRTimeline
AFFINITY WEALTH LLC107$5.82K<0.01%new13F-HRTimeline
REAP Financial Group, LLC103$5.6K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.94$5.14K<0.01%+6013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…90$4.89K<0.01%013F-HRTimeline
Breakwater Investment Management90$4.89K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…90$4.89K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC90$4.89K<0.01%013F-HRTimeline
Bullock Wealth Management Group87$4.8K<0.01%013F-HRTimeline
Asset Dedication, LLC88$4.79K<0.01%+1213F-HRTimeline
IMG Wealth Management, Inc.87$4.73K<0.01%+2413F-HRTimeline
Rossby Financial, LCC85$4.62K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.82$4.46K<0.01%-1113F-HRTimeline
1620 INVESTMENT ADVISORS, INC.75$4.08K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC71$3.86K<0.01%-5413F-HRTimeline
Carolina Wealth Advisors, LLC70$3.81K<0.01%013F-HRTimeline
Woodside Wealth Management LLC66$3.59K<0.01%013F-HRTimeline
Stone House Investment Management, LLC58$3.15K<0.01%-1,87913F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.55$2.99K<0.01%-20513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.54$2.94K<0.01%013F-HRTimelineGroup
Community Bank, N.A.45$2.44K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC43$2.35K<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC42$2.28K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS31$1.69K<0.01%new13F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO27$1.47K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.24$1.3K<0.01%013F-HRTimeline
Archer Investment Corp24$1.3K<0.01%new13F-HRTimeline
Running Point Capital Advisors, LLC23$1.25K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC20$1.09K<0.01%013F-HRTimeline
Beacon Capital Management, LLC19$1.04K<0.01%-21913F-HRTimeline
Realta Investment Advisors18$979<0.01%013F-HRTimeline
Cheviot Value Management, LLC15$822<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.14$762<0.01%013F-HRTimeline
NewSquare Capital LLC10$544<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC6$326<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.6$326<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC5$272<0.01%new13F-HRTimeline
MASECO LLP4$218<0.01%13F-HRTimeline
Clark Wealth Partners4$218<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3$163<0.01%-2713F-HRTimelineGroup
Investment Research & Advisory Group, I…1$54<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.1$54<0.01%new13F-HRTimeline
Fairway Wealth LLC1$54<0.01%013F-HRTimeline
CURIO WEALTH, LLC1$54<0.01%-113F-HRTimeline
Evolution Advisers, Inc.15$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.