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Disclosery

SPMD SPDR SERIES TRUST

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SHS (fund)

726 managers (733 13F filers) reported a position in SPMD shares at 2025-09-30, 221,281,778 shares in all. 69 filers opened a position and 48 filers sold out during the quarter.

Managers
726
13F filers
733
New
69
Added
342
Reduced
208
Sold out
48
Shares held by filers
221,281,778

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
PHILLIPS FINANCIAL MANAGEMENT, LLC3,195$183K0.01%013F-HRTimeline
JDM Financial Group LLC3,187$182K0.08%+113F-HRTimeline
NFSG Corp3,166$181K0.03%+813F-HRTimeline
Keener Financial Planning LLC3,027$173K0.08%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,982$171K0.18%-49313F-HR/ATimeline
Richard W. Paul & Associates, LLC2,814$161K0.05%+3513F-HRTimeline
CX Institutional2,790$160K<0.01%+78013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,617$150K<0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.2,543$145K0.01%+2,37213F-HRTimeline
Front Row Advisors LLC2,491$142K0.05%013F-HRTimeline
Smartleaf Asset Management LLC2,474$141K0.01%+73713F-HRTimeline
GGM Financial LLC2,116$121K0.06%new13F-HRTimeline
Longview Financial Advisors LLC2,007$115K0.07%new13F-HRTimeline
SYM FINANCIAL Corp2,000$114K0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,954$112K0.01%-45,80513F-HRTimeline
Parallel Advisors, LLC1,902$109K<0.01%-35413F-HRTimeline
WHITTIER TRUST CO1,851$107K<0.01%013F-HRTimeline
Hilltop National Bank1,776$102K0.03%013F-HRTimeline
Team Financial Group, LLC1,635$93.5K0.04%-5713F-HRTimeline
Paladin Advisory Group, LLC1,634$93.4K0.07%-30113F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,620$92.6K0.01%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,600$91K<0.01%+30013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,513$86.5K<0.01%-40013F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…1,506$86.1K0.07%-50713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,280$73.8K<0.01%-7013F-HRTimeline
WealthShield Partners, LLC1,243$71.1K0.01%+413F-HRTimeline
SBI Securities Co., Ltd.1,237$70.7K<0.01%+2413F-HRTimeline
Graney & King, LLC1,148$65.6K0.05%-55613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,132$64.7K0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC1,082$61.9K<0.01%+6513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,059$60.6K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1,004$57.4K0.06%+13613F-HRTimeline
Rossmore Private Capital977$55.9K0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…975$55.7K0.03%-4213F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC953$54.5K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC900$51.5K0.03%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC806$46.1K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC729$41.7K<0.01%+213F-HRTimeline
IMA Advisory Services, Inc.700$40K<0.01%new13F-HRTimeline
Root Financial Partners, LLC663$37.9K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC638$36.5K0.01%+213F-HRTimeline
Guerra Advisors Inc616$35.2K0.01%new13F-HRTimeline
DecisionPoint Financial, LLC612$35.1K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…590$33.7K<0.01%+35013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.577$33K<0.01%+7613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bernard Wealth Management Corp.565$32.3K0.01%new13F-HRTimeline
SITTNER & NELSON, LLC565$32.3K0.01%013F-HRTimeline
CENTRAL TRUST Co557$31.9K<0.01%+313F-HRTimeline
Compass Financial Services Inc551$31.5K0.01%+213F-HRTimeline
GHP Investment Advisors, Inc.511$29.2K<0.01%+213F-HRTimeline
LRI Investments, LLC509$29.1K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/500$28.6K<0.01%013F-HRTimelineGroup
Hopwood Financial Services, Inc.488$27.9K0.02%013F-HRTimeline
Center for Financial Planning, Inc.481$27.5K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC460$26.3K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC455$26K0.01%new13F-HRTimeline
ORG Partners LLC430$24.6K<0.01%new13F-HRTimeline
Essential Partners LLC428$24.5K0.01%013F-HRTimeline
Sunbelt Securities, Inc.425$24.3K<0.01%013F-HRTimeline
Crewe Advisors LLC352$20.1K<0.01%013F-HRTimeline
Stone House Investment Management, LLC338$19.3K<0.01%+28013F-HRTimeline
Barnes Dennig Private Wealth Management…330$18.9K0.02%+7313F-HRTimeline
Main Street Group, LTD323$18.5K0.01%013F-HRTimeline
Security National Bank311$17.8K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.277$15.8K0.01%-44013F-HRTimeline
Creekmur Asset Management LLC274$15.7K<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.271$15.5K0.01%+1113F-HRTimeline
Cranbrook Wealth Management, LLC235$13.4K<0.01%new13F-HRTimeline
Deane Retirement Strategies, Inc.201$11.5K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.199$11.4K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…190$11K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC189$10.8K<0.01%new13F-HRTimeline
Collier Financial170$9.72K0.01%13F-HRTimeline
Coston, McIsaac & Partners169$9K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC156$8.9K<0.01%+413F-HRTimeline
BFSG, LLC138$7.89K<0.01%+1313F-HRTimeline
Biltmore Family Office, LLC136$7.78K<0.01%013F-HRTimeline
Clayton Financial Group LLC131$7.49K0.01%new13F-HRTimeline
Covestor Ltd131$7K<0.01%+613F-HRTimeline
FINANCIAL CONSULATE, INC118$6.75K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC116$6.64K<0.01%013F-HRTimeline
MASECO LLP111$6.35K<0.01%+10713F-HRTimeline
Vermillion Wealth Management, Inc.111$6.34K<0.01%+1713F-HRTimeline
Cloud Capital Management, LLC118$6K<0.01%new13F-HRTimeline
REAP Financial Group, LLC103$5.89K<0.01%013F-HRTimeline
Investors Research Corp101$5.78K<0.01%new13F-HRTimeline
CVA Family Office, LLC100$5.72K<0.01%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…90$5.18K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC90$5.17K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…90$5.15K<0.01%013F-HRTimeline
Breakwater Investment Management90$5.15K<0.01%013F-HRTimeline
Asset Dedication, LLC88$5.03K<0.01%013F-HRTimeline
Bullock Wealth Management Group87$5K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC87$4.98K<0.01%new13F-HRTimeline
Rossby Financial, LCC85$4.88K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.82$4.69K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.78$4.46K<0.01%+313F-HRTimeline
Carolina Wealth Advisors, LLC70$4K<0.01%013F-HRTimeline
Woodside Wealth Management LLC66$3.77K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.63$3.6K<0.01%-2413F-HRTimeline
Glenmede Investment Management, LP62$3.54K<0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.55$3.15K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.54$3.09K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC45$2.57K<0.01%-2613F-HRTimeline
Community Bank, N.A.45$2.57K<0.01%013F-HRTimeline
Sound Income Strategies, LLC43$2.47K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO27$1.54K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.24$1.37K<0.01%013F-HRTimeline
Archer Investment Corp24$1.37K<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC23$1.31K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC20$1.14K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.19$1.09K<0.01%+1313F-HRTimeline
Realta Investment Advisors18$1.03K<0.01%013F-HRTimeline
Blume Capital Management, Inc.15$858<0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.14$801<0.01%013F-HRTimeline
Heritage Wealth Advisors13$743<0.01%new13F-HRTimeline
EPG Wealth Management LLC10$572<0.01%new13F-HRTimeline
AFFINITY WEALTH LLC10$572<0.01%-9713F-HRTimeline
Cheviot Value Management, LLC9$518<0.01%-613F-HRTimeline
Wagner Wealth Management, LLC5$286<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC5$286<0.01%013F-HRTimeline
Investment Research & Advisory Group, I…2$115<0.01%+113F-HRTimeline
SOA Wealth Advisors, LLC.1$57<0.01%013F-HRTimeline
Activest Wealth Management1$57<0.01%new13F-HRTimeline
Fairway Wealth LLC1$57<0.01%013F-HRTimeline
Evolution Advisers, Inc.15$00%013F-HRTimelineValue filed as zero, left out of ratios.