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Disclosery

SPMD SPDR SERIES TRUST

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SHS (fund)

787 managers (798 13F filers) reported a position in SPMD shares at 2025-12-31, 234,987,089 shares in all. 67 filers opened a position and 37 filers sold out during the quarter.

Managers
787
13F filers
798
New
67
Added
368
Reduced
223
Sold out
37
Shares held by filers
234,987,089

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
My Personal CFO, LLC4,228$245K0.1%new13F-HRTimeline
Acropolis Investment Management, LLC4,218$244K0.01%+613F-HRTimeline
HEADINVEST, LLC4,174$242K0.05%+40413F-HRTimeline
WFA of San Diego, LLC4,163$241K0.18%-1313F-HRTimeline
Rialto Wealth Management, LLC4,147$240K0.06%013F-HRTimeline
Round Rock Advisors LLC4,145$240K0.04%+12013F-HR/ATimeline
Brown Financial Advisors4,108$238K0.09%new13F-HRTimeline
Ballentine Partners, LLC4,088$237K<0.01%-15913F-HRTimeline
Precision Wealth Strategies, LLC4,047$234K0.08%-4,25313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,043$234K0.01%new13F-HRTimeline
Old Port Advisors4,026$233K0.06%-10213F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC4,015$233K0.08%+34813F-HRTimeline
Convergence Financial, LLC4,006$232K0.03%-1913F-HRTimeline
True North Advisors, LLC3,992$231K0.03%013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE3,990$231K0.02%new13F-HRTimeline
MSH Capital Advisors LLC3,921$227K0.05%-4513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,920$227K<0.01%+11813F-HRTimelineGroup
NORDEN GROUP LLC3,875$224K0.02%+3413F-HRTimeline
Vestment Financial LLC3,679$223K0.12%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…3,843$223K0.01%+12313F-HRTimeline
WEALTHGARDEN F.S. LLC3,639$222K0.15%new13F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC3,804$220K0.09%-14513F-HRTimeline
Range Advisory, LLC3,799$220K0.06%13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC3,801$220K0.1%new13F-HRTimeline
SFG Wealth Management, LLC.3,778$219K0.09%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC3,748$217K0.04%+313F-HRTimeline
Magnolia Private Wealth, LLC3,742$217K0.15%013F-HRTimeline
Denver PWM, LLC3,953$215K0.07%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,674$213K0.07%013F-HRTimeline
Guardian Wealth Advisors, LLC3,665$212K0.12%-6013F-HRTimeline
HB Wealth Management, LLC3,658$212K<0.01%013F-HRTimeline
Certified Advisory Corp3,614$209K0.02%new13F-HRTimeline
SIGNATUREFD, LLC3,576$207K<0.01%+11713F-HRTimeline
LANARK FINANCIAL, INC.3,550$206K0.02%+17213F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO3,538$205K0.03%new13F-HRTimeline
Professional Financial Advisors, LLC3,516$204K0.04%new13F-HRTimeline
ForthRight Wealth Management, LLC3,499$203K0.06%-77313F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC3,499$203K0.1%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,489$202K<0.01%new13F-HRTimelineGroup
Maia Wealth LLC3,258$202K0.03%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3,436$199K0.02%013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC3,195$185K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,177$184K0.01%-10,98813F-HRTimeline
NFSG Corp3,174$184K0.03%+813F-HRTimeline
JDM Financial Group LLC3,158$183K0.07%-2913F-HRTimeline
Smartleaf Asset Management LLC2,909$170K0.01%+43513F-HRTimeline
Strategic Wealth Partners, Ltd.2,611$151K0.01%+6813F-HRTimeline
Triumph Capital Management2,579$149K0.03%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,524$146K<0.01%-9313F-HRTimelineGroup
Richard W. Paul & Associates, LLC2,518$146K0.05%-29613F-HRTimeline
Front Row Advisors LLC2,491$144K0.05%013F-HRTimeline
Financial Freedom, LLC2,214$128K0.06%-1,63013F-HRTimeline
CX Institutional2,174$126K<0.01%-61613F-HRTimeline
SageView Advisory Group, LLC2,140$124K<0.01%-3,00013F-HRTimeline
GGM Financial LLC2,088$121K0.06%-2813F-HRTimeline
Longview Financial Advisors LLC2,009$116K0.06%+213F-HRTimeline
Parallel Advisors, LLC1,997$116K<0.01%+9513F-HRTimeline
WHITTIER TRUST CO1,851$112K<0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,921$111K0.01%-3313F-HRTimeline
Team Financial Group, LLC1,872$108K0.05%+23713F-HRTimeline
Hilltop National Bank1,776$103K0.02%013F-HRTimeline
UMB Bank, n.a.1,632$94.5K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Steigerwald, Gordon & Koch Inc.1,620$93.8K0.01%013F-HRTimeline
Rossmore Private Capital1,579$91.4K0.01%+60213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,513$87.6K<0.01%013F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…1,506$87.2K0.07%013F-HR/ATimeline
Paladin Advisory Group, LLC1,390$80.5K0.06%-24413F-HRTimeline
Strive Financial Group ,LLC1,312$76K0.04%13F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC1,230$74.2K<0.01%-5013F-HRTimeline
WealthShield Partners, LLC1,247$72.2K0.01%+413F-HRTimeline
Cape Investment Advisory, Inc.1,232$71.3K0.02%+22813F-HRTimeline
Litman Gregory Wealth Management LLC1,200$69.5K0.01%new13F-HRTimeline
SBI Securities Co., Ltd.1,193$69.1K<0.01%-4413F-HRTimeline
Graney & King, LLC1,148$66.5K0.04%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,084$62.8K<0.01%+213F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,059$61.3K0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.918$53K0.05%13F-HRTimeline
Walsh & Associates, LLC906$52.4K0.05%13F-HRTimeline
Millstone Evans Group, LLC900$52.1K0.03%013F-HRTimeline
Arax Advisory Partners895$51.8K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP851$49.3K<0.01%new13F-HRTimelineGroup
Barnes Dennig Private Wealth Management…824$47.7K0.05%+49413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC806$46.7K<0.01%013F-HRTimelineGroup
Caldwell Trust Co758$43.9K<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC752$43.5K0.01%+14013F-HRTimeline
CENTRAL TRUST Co731$42.3K<0.01%+17413F-HRTimeline
ROTHSCHILD INVESTMENT LLC731$42.3K<0.01%+213F-HRTimeline
IMA Advisory Services, Inc.700$40.5K<0.01%013F-HRTimeline
Collier Financial690$40K0.03%+52013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…652$38K<0.01%-94813F-HRTimelineGroup
Winch Advisory Services, LLC640$37.1K0.01%+213F-HRTimeline
Atomic Invest LLC617$36.1K0.02%13F-HRTimeline
SITTNER & NELSON, LLC565$35.6K0.01%013F-HRTimeline
Qube Research & Technologies Ltd601$34.8K<0.01%new13F-HRTimeline
OPTIMA CAPITAL LLC572$33.1K0.01%new13F-HRTimeline
Bernard Wealth Management Corp.565$32.7K0.01%013F-HRTimeline
Compass Financial Services Inc553$32K0.01%+213F-HRTimeline
Elyxium Wealth, LLC535$31K0.01%new13F-HRTimeline
Stone House Investment Management, LLC535$31K<0.01%+19713F-HRTimeline
Crewe Advisors LLC534$30.9K<0.01%+18213F-HRTimeline
GHP Investment Advisors, Inc.513$29.7K<0.01%+213F-HRTimeline
Center for Financial Planning, Inc.513$29.7K<0.01%+3213F-HRTimeline
LRI Investments, LLC509$29.5K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.496$28.7K0.01%new13F-HRTimeline
Root Financial Partners, LLC485$28.1K<0.01%-17813F-HRTimeline
Go Invest LLC463$26.8K0.01%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC460$26.6K<0.01%013F-HRTimeline
ORG Partners LLC430$24.9K<0.01%013F-HRTimeline
Essential Partners LLC428$24.8K0.01%013F-HRTimeline
Sunbelt Securities, Inc.425$24.6K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC392$22.7K0.02%-9,77713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.373$22K<0.01%-20413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…365$21.2K<0.01%-22513F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…356$20.6K0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC314$18.2K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.298$17.3K0.01%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.285$16.5K0.01%+1413F-HRTimeline
Cranbrook Wealth Management, LLC253$14.7K<0.01%+1813F-HRTimeline
Safe Harbor Fiduciary, LLC233$13.5K0.01%13F-HRTimeline
Wilkerson Advisory Group LLC229$13.3K<0.01%13F-HRTimeline
Deane Retirement Strategies, Inc.226$13.1K0.01%+2513F-HRTimeline
Lodestone Wealth Management LLC204$11.8K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.199$11.5K<0.01%013F-HRTimeline
Trust Co191$11.1K<0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…190$11K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC189$10.9K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC179$10.3K<0.01%+2313F-HRTimeline
Realta Investment Advisors173$10K<0.01%+15513F-HRTimeline
First Pacific Financial164$9.47K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.163$9.47K<0.01%+5213F-HRTimeline
BLUELINE ADVISORS LLC156$9.04K0.01%13F-HRTimeline
Coston, McIsaac & Partners169$9K<0.01%013F-HRTimeline
Covestor Ltd155$9K<0.01%+2413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC133$7.7K<0.01%new13F-HRTimelineGroup
BFSG, LLC125$7.24K<0.01%-1313F-HRTimeline
HOEY INVESTMENTS, INC124$7.18K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC118$6.83K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.117$6.78K0.01%+9813F-HRTimeline
Frazier Financial Advisors, LLC116$6.74K<0.01%013F-HRTimeline
MASECO LLP111$6.43K<0.01%013F-HRTimeline
REAP Financial Group, LLC103$5.96K<0.01%013F-HRTimeline
Investors Research Corp101$5.85K<0.01%013F-HRTimeline
Manchester Capital Management LLC100$5.79K<0.01%new13F-HRTimeline
CVA Family Office, LLC100$5.79K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…90$5.5K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC91$5.25K<0.01%+113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…90$5.21K<0.01%013F-HRTimeline
Breakwater Investment Management90$5.21K<0.01%013F-HRTimeline
Asset Dedication, LLC88$5.1K<0.01%013F-HRTimeline
Bullock Wealth Management Group87$5.05K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.82$4.75K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC79$4.58K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.78$4.52K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.73$4.23K<0.01%+1013F-HRTimeline
Rossby Financial, LCC71$4.11K<0.01%-1413F-HRTimeline
Carolina Wealth Advisors, LLC70$4.05K<0.01%013F-HRTimeline
Woodside Wealth Management LLC66$3.82K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA62$3.59K<0.01%13F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.55$3.19K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.54$3.13K<0.01%013F-HRTimelineGroup
Security National Bank53$3.07K<0.01%-25813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…52$3.01K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC43$2.67K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC45$2.61K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.45$2.61K<0.01%new13F-HRTimeline
Community Bank, N.A.45$2.6K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC41$2.38K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC34$1.97K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO27$1.56K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.24$1.39K<0.01%013F-HRTimeline
Archer Investment Corp24$1.39K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…23$1.33K<0.01%new13F-HRTimelineGroup
Running Point Capital Advisors, LLC23$1.33K<0.01%013F-HRTimeline
SHP Wealth Management22$1.27K<0.01%13F-HRTimeline
Fortis Group Advisors, LLC20$1.16K<0.01%013F-HRTimeline
AFFINITY WEALTH LLC20$1.16K<0.01%+1013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…16$927<0.01%-95913F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…11$639<0.01%new13F-HRTimelineGroup
EPG Wealth Management LLC10$579<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.10$579<0.01%13F-HRTimeline
Cheviot Value Management, LLC9$548<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC5$290<0.01%013F-HRTimeline
Investment Research & Advisory Group, I…2$117<0.01%013F-HRTimeline
RHL GROUP, LLC2$116<0.01%13F-HRTimeline
SOA Wealth Advisors, LLC.1$58<0.01%013F-HRTimeline
Fairway Wealth LLC1$58<0.01%013F-HRTimeline
Evolution Advisers, Inc.15$00%013F-HRTimelineValue filed as zero, left out of ratios.