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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
Creative Planningin group Creative Planning76,994,604$4.21B4.1%+3,744,48513F-HRTimelineGroup
Betterment LLC17,932,988$981M2.34%+647,29313F-HRTimeline
LPL Financial LLC12,880,512$704M0.29%+678,87613F-HRTimeline
Valmark Advisers, Inc.5,995,677$328M5.08%+136,73813F-HRTimeline
CWM, LLCin group CWM, LLC5,707,488$312M1.3%-14,51013F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.5,390,397$295M7.11%-193,27513F-HRTimelineGroup
TEXAS PERMANENT SCHOOL FUND CORP2,974,252$163M9.54%+1,979,98113F-HRTimeline
HighTower Advisors, LLC2,804,636$153M0.21%+75,02913F-HRTimeline
Facet Wealth, Inc.2,560,704$144M3.82%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,231,186$122M0.01%+173,40513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,046,681$112M+259,405Timeline
RFG Advisory, LLC1,709,182$93.5M2.64%+69,13013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,456,724$79.7M0.01%+1,011,94813F-HRTimelineGroup
POTOMAC FUND MANAGEMENT INC /ADV1,341,805$73.4M4.31%13F-HR/ATimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co1,330,000$72.7M1.65%+290,00013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,312,661$71.8M1.61%+64,81813F-HRTimelineGroup
Atlas Private Wealth Advisors1,305,071$71.4M10.12%+19,49613F-HRTimeline
Private Advisor Group, LLC1,267,193$69.3M0.39%+22,92313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,135,511$62.1M0.14%+148,16413F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,128,390$61.7M0.05%-60,22513F-HRTimelineGroup
Cornerstone Wealth Management, LLC994,851$54.4M3.67%+46,53013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding929,089$50.8M+76,900Timeline
Savant Capital, LLCin group Savant Capital, LLC916,608$50.1M0.39%-254,24513F-HRTimelineGroup
Koss-Olinger Consulting, LLC838,859$45.9M4.02%+34,06713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…818,836$44.8M0.09%+391,50913F-HR/ATimeline
MASON STREET ADVISORS, LLC811,500$44.4M5.74%+90,60013F-HRTimeline
First Command Advisory Services, Inc.811,462$44.4M0.42%+92,03713F-HRTimeline
JNBA Financial Advisors762,866$41.7M4.26%+53,61013F-HRTimeline
Good Life Advisors, LLC711,981$38.9M2.84%+78,79713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN696,305$38.1M0.01%+58,11413F-HRTimelineGroup
AlphaStar Capital Management, LLC686,447$37.5M3.92%+78,04213F-HRTimeline
BLAIR WILLIAM & CO/IL686,127$37.5M0.11%+113,84813F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC682,611$37.3M9.41%-1,49613F-HRTimeline
Peterson Wealth Advisors, LLC672,749$37.1M6.69%+19,41313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA656,615$35.9M0.01%+52,51613F-HRTimelineGroup
HHM Wealth Advisors, LLC581,893$31.8M4.33%+17,97213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co570,208$31.2M2.35%+25,88413F-HRTimelineGroup
MBB PUBLIC MARKETS I LLC532,381$29.1M3.45%+526,25813F-HRTimeline
1900 WEALTH MANAGEMENT LLC517,869$28.3M2.38%+9,55313F-HRTimeline
Global Retirement Partners, LLC475,513$26M0.75%-69,16813F-HRTimeline
Independent Advisor Alliance466,795$25.5M0.34%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC440,672$24.1M0.01%+28,56313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC439,175$24M0.07%-25,11213F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …433,993$23.7M2.02%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.415,752$22.7M0.22%+51,40213F-HRTimelineGroup
UBS Group AGin group UBS Group AG394,369$21.6M<0.01%+17,24113F-HRTimelineGroup
Crews Bank & Trust377,412$20.6M3.48%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP386,378$20.6M0.03%+20,80013F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…373,892$20.4M0.89%+22,46413F-HRTimeline
First National Trust Co368,415$20.1M0.76%+24,02113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding364,755$19.9M-278Timeline
Financial Strategies Group, Inc.364,045$19.8M4.73%-3,18113F-HRTimeline
RESTON WEALTH MANAGEMENT LLC358,841$19.6M7.3%+4,33913F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC355,123$19.4M0.86%-10,39013F-HRTimeline
TLWM353,627$19.3M3.8%+4,70813F-HRTimeline
MML INVESTORS SERVICES, LLC351,278$19.2M0.07%+22,22713F-HRTimeline
Impact Partnership Wealth, LLC348,431$19.1M3.85%+14,23113F-HRTimeline
Summit Trail Advisors, LLC338,503$18.5M0.68%+71,20013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC327,780$17.9M0.81%+12,61213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC322,486$17.6M<0.01%+214,50113F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.316,285$17.3M1.43%-5,03613F-HRTimeline
Farther Finance Advisors, LLC312,663$17.1M0.62%+77,10013F-HRTimeline
Waverly Advisors, LLC302,094$16.5M0.26%+12,32913F-HRTimeline
Sollinda Capital Management LLC282,460$15.4M4.25%-8,27813F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP280,513$15.3M4.2%+2,58513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC268,676$14.7M0.01%13F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…266,587$14.6M0.04%+173,91913F-HRTimelineGroup
New Perspectives, Inc260,702$14.3M7.64%+3,16613F-HRTimeline
Allworth Financial LP242,221$13.9M0.08%+24,71513F-HRTimeline
Cetera Investment Advisers248,406$13.6M0.03%-16,30713F-HRTimeline
Measured Wealth Private Client Group, L…245,715$13.4M4.34%-28,08013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …238,028$13M2.97%+11,27713F-HRTimelineGroup
Geneos Wealth Management Inc.235,546$12.9M0.45%+9,61913F-HRTimeline
TOWNSQUARE CAPITAL LLC233,750$12.8M0.14%-2,34013F-HRTimeline
Western Wealth Management, LLC229,951$12.6M0.82%+12,03813F-HR/ATimeline
Louisiana State Employees Retirement Sy…218,600$12M0.22%+32,80013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC216,775$11.9M2.39%+23,40613F-HRTimeline
Alta Wealth Advisors LLC211,714$11.6M5.07%+9,84313F-HRTimeline
Advance Capital Management, Inc.210,540$11.5M0.53%+1,24613F-HRTimeline
Symphony Financial, Ltd. Co.197,752$11.4M1.79%+11,90213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC207,742$11.4M1.72%+66,49413F-HRTimeline
Montz Harcus Wealth Management LLC207,568$11.4M6.35%+4,37413F-HRTimeline
WBH ADVISORY INC206,019$11.3M1.05%+5,42113F-HRTimeline
RKL Wealth Management LLC204,818$11.2M1%+164,48113F-HRTimeline
NewEdge Advisors, LLC203,693$11.1M0.07%+14,29813F-HRTimeline
Avior Wealth Management, LLC200,697$11M0.4%+12,78413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding197,583$10.8M+144,742Timeline
First International Bank & Trust197,005$10.8M3.49%+3,98813F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC196,981$10.8M6.72%-25,20713F-HRTimeline
Cascade Financial Partners, LLC193,238$10.6M1.38%+7,56513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC192,161$10.5M0.15%+25413F-HRTimeline
WRAPMANAGER INC189,283$10.4M2.65%+14,80013F-HRTimeline
Exchange Capital Management, Inc.188,370$10.3M1.64%+29,52713F-HRTimeline
PINKERTON WEALTH, LLC186,897$10.2M1.48%-25,18813F-HRTimeline
Orion Porfolio Solutions, LLC186,826$10.2M0.1%+56113F-HRTimeline
Orion Portfolio Solutions, LLC186,826$10.2M0.1%+56113F-HRTimeline
PSI Advisors, LLC185,071$10.1M3%+3,82413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC184,742$10.1M0.1%+10,28713F-HRTimelineGroup
IAG Wealth Partners, LLC182,901$10M1.76%+4,15513F-HRTimeline
Windsor Capital Management, LLC181,131$9.91M2.94%-4,96113F-HRTimeline
Trilogy Capital Inc.180,104$9.85M0.51%+5,99513F-HRTimeline
Beacon Pointe Advisors, LLC179,892$9.84M0.11%-5,55613F-HRTimeline
Mariner, LLCin group Mariner, LLC177,299$9.7M0.02%+12,31513F-HRTimelineGroup
Sanctuary Advisors, LLC162,496$9.31M0.06%+10,13113F-HRTimeline
Syntegra Private Wealth Group, LLC169,329$9.26M1.05%-6,77613F-HRTimeline
Collaborative Wealth Managment Inc.168,372$9.21M4.18%+4,58013F-HRTimeline
Bensler, LLC166,037$9.08M1.08%+38,93313F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.166,022$9.08M3.35%+104,36213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC165,106$9.03M0.04%013F-HRTimelineGroup
Wealthspire Advisors, LLC165,083$9.03M0.09%-9,67513F-HRTimeline
Pachira Investments Inc.165,091$9.01M5.52%-1,73113F-HRTimeline
ABOUND FINANCIAL, LLC162,675$8.9M4.51%13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding159,139$8.7M-106,308Timeline
Private Wealth Group, LLC158,599$8.67M4.24%+4,43213F-HRTimeline
Cambridge Investment Research Advisors,…157,467$8.61M0.03%-12,95013F-HRTimeline
KWB Wealth156,842$8.58M1.06%-10,66413F-HRTimeline
CGN Advisors LLC154,072$8.43M0.82%-4,53613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC152,744$8.35M0.34%-74413F-HRTimelineGroup
TPG Financial Advisors, LLC152,699$8.35M3.63%+7,58513F-HRTimeline
PECAUT & CO.149,340$8.17M2.82%+10,11913F-HRTimeline
Foundations Investment Advisors, LLC146,966$8.04M0.16%+8,28413F-HRTimeline
Marathon Strategic Advisors, LLC146,193$8M8.65%+3,50813F-HRTimeline
M Holdings Securities, Inc.145,249$7.94M1.28%-7,53113F-HR/ATimeline
Octavia Wealth Advisors, LLC143,730$7.86M0.95%+9,56613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO140,551$7.69M<0.01%+8,34413F-HRTimelineGroup
Gladstone Institutional Advisory LLC139,053$7.6M0.35%+43,52513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC138,234$7.56M0.4%+57,11513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC137,513$7.52M0.01%+12,58213F-HRTimeline
FF Advisors,LLC130,380$7.51M5.15%-8,68213F-HRTimeline
Modera Wealth Management, LLC135,425$7.41M0.09%+60,12213F-HRTimeline
Perennial Investment Advisors, LLC132,256$7.23M0.85%-2,27413F-HRTimeline
Berkeley Capital Partners, LLC132,081$7.22M2.01%+4,12013F-HRTimeline
Capital Investment Advisory Services, L…130,957$7.16M0.69%-93413F-HRTimeline
Ellenbecker Investment Group130,380$7.13M1.28%new13F-HRTimeline
Warren Street Wealth Advisors, LLC126,442$6.92M2.84%+3,71413F-HRTimeline
OneDigital Investment Advisors LLC125,049$6.84M0.08%-3,88113F-HRTimeline
IHT Wealth Management, LLC124,439$6.81M0.22%+4,98013F-HRTimeline
Millington Financial Advisors, LLC119,635$6.71M3.89%+10,80713F-HRTimeline
Integrated Wealth Concepts LLC122,432$6.7M0.08%+11,43613F-HRTimeline
Carnegie Investment Counsel121,710$6.66M0.19%+11,70413F-HRTimeline
OARSMAN CAPITAL, INC.120,032$6.56M1.15%+10,89113F-HRTimeline
SPC Financial, Inc.118,409$6.48M0.56%-4113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP118,408$6.48M<0.01%+63913F-HRTimelineGroup
BOKF, NAin group BOKF, NA118,388$6.43M0.11%new13F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC117,021$6.4M2.43%-2,54613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…115,607$6.38M0.01%+5,88313F-HRTimelineGroup
Zhang Financial LLC115,495$6.32M0.36%+22,22813F-HRTimeline
Walkner Condon Financial Advisors LLC115,134$6.3M1.28%+1,81413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC111,035$6.07M0.2%+105,20613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP106,164$6.03M0.92%-64513F-HRTimeline
HM PAYSON & CO109,207$5.97M0.1%-34,57813F-HRTimeline
Leicht Financial Planning & Wealth Mana…108,945$5.96M3.05%-1,16813F-HRTimeline
Lumbard & Kellner, LLC102,635$5.61M2.41%new13F-HRTimeline
Stewardship Advisors, LLC99,453$5.44M1.51%-48913F-HRTimeline
Headland Capital, LLC98,992$5.41M1.85%13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth97,519$5.33M0.01%+2,02013F-HR/ATimelineGroup
Madison Asset Management, LLCgroup of 2 filers holding96,444$5.27MnewTimeline
Wealthquest Corp93,056$5.09M0.41%-3,42213F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…88,201$4.82M1.75%+1,28613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC84,804$4.64M0.01%+6,43513F-HRTimelineGroup
Chicago Partners Investment Group LLC84,099$4.63M0.15%+8,12013F-HRTimeline
IFG Advisory, LLC84,317$4.61M0.26%+1,64013F-HRTimeline
Resonant Capital Advisors, LLC84,204$4.61M0.34%-3,69013F-HRTimeline
Founders Financial Alliance, LLC83,441$4.56M1.25%-3,18513F-HRTimeline
NOTTINGHAM ADVISORS, INC.82,716$4.52M0.57%+6,77413F-HRTimeline
Merit Financial Group, LLC80,836$4.42M0.08%-2,01813F-HRTimeline
Broadway Wealth Solutions, Inc.80,142$4.38M3.32%13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC80,042$4.38M0.51%+5,39213F-HRTimelineGroup
MJP ASSOCIATES INC /ADV77,171$4.22M0.76%+2,55513F-HRTimeline
CVFG LLC75,389$4.12M3.76%13F-HRTimeline
VISTA INVESTMENT MANAGEMENT72,957$3.99M1.51%+92813F-HRTimeline
G&S Capital LLC71,894$3.93M1.62%+17,44613F-HRTimeline
ArborFi Advisors, LLC69,941$3.83M3.84%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC69,734$3.81M<0.01%+23,05213F-HRTimelineGroup
Pure Financial Advisors, LLC69,275$3.79M0.09%+1,14513F-HRTimeline
Register Financial Advisors LLC69,229$3.79M1.9%+5,30513F-HRTimeline
Investment Planning Advisors, Inc.68,498$3.75M1.64%-1,40913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP67,171$3.67M<0.01%+1,90313F-HRTimelineGroup
Lynx Investment Advisory65,785$3.6M2.45%+1,40513F-HRTimeline
Dakota Wealth Management64,984$3.55M0.08%+4,89613F-HRTimeline
TRUEFG, LLC64,726$3.54M1.16%+1,65013F-HRTimeline
ORBA Wealth Advisors, L.L.C.63,838$3.49M1.82%-3713F-HRTimeline
Kagan Cocozza Asset Management63,199$3.46M2.87%13F-HRTimeline
Ausdal Financial Partners, Inc.62,821$3.44M0.3%-4,40713F-HRTimeline
Retirement Planning Group, LLC62,278$3.41M0.17%-3,69413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding61,980$3.39M+3,949Timeline
Sharkey, Howes & Javer61,656$3.37M0.47%+5,58213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…61,209$3.35M0.03%+27,26913F-HRTimelineGroup
CHEMUNG CANAL TRUST CO60,994$3.34M0.7%013F-HRTimeline
United Asset Strategies, Inc.59,301$3.24M0.3%-6,70913F-HRTimeline
Jacksonville Wealth Management, LLC59,009$3.23M3.01%13F-HRTimeline
Bill Few Associates, Inc.58,980$3.23M1.13%+3,98713F-HRTimeline
Manhattan West Asset Management, LLC58,415$3.19M0.86%+3,14613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS58,263$3.19M0.01%+14,78213F-HRTimeline
Wealth Advisory Solutions, LLC57,676$3.15M0.88%+8,11113F-HRTimeline
SOL Capital Management CO57,580$3.15M0.35%+7,03513F-HRTimeline
GeoWealth Management, LLC57,500$3.14M0.1%-3,57513F-HRTimeline
Strategic Financial Concepts, LLC57,185$3.13M0.6%+48,77313F-HR/ATimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …56,900$3.11M<0.01%new13F-HRTimelineGroup
Goodman Financial Corp56,653$3.1M0.66%-2,35513F-HRTimeline