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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
Creative Planningin group Creative Planning80,140,007$4.1B3.86%+3,145,40313F-HRTimelineGroup
Betterment LLC17,884,123$915M2.17%-48,86513F-HRTimeline
LPL Financial LLC13,097,106$670M0.26%+216,59413F-HRTimeline
CWM, LLCin group CWM, LLC6,581,942$337M1.34%+874,45413F-HRTimelineGroup
Valmark Advisers, Inc.6,369,152$326M4.92%+373,47513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.5,336,965$273M7.16%-53,43213F-HRTimelineGroup
TEXAS PERMANENT SCHOOL FUND CORP2,974,252$152M5.42%013F-HR/ATimeline
HighTower Advisors, LLC2,964,212$152M0.21%+159,57613F-HRTimeline
Hancock Prospecting Pty Ltd2,875,190$147M5.82%new13F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY2,630,669$135M0.01%+399,48313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,511,273$129M+464,592Timeline
Facet Wealth, Inc.2,468,196$127M3.28%-92,50813F-HRTimeline
RFG Advisory, LLC1,898,736$97.2M2.63%+189,55413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,880,927$96.3M0.01%+424,20313F-HRTimelineGroup
Atlas Private Wealth Advisors1,467,418$75.1M10.47%+162,34713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,435,560$73.5M0.01%+1,113,07413F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,416,177$72.5M0.16%+280,66613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,234,174$63.2M0.05%+105,78413F-HRTimelineGroup
Private Advisor Group, LLC1,169,904$59.9M0.36%-97,28913F-HRTimeline
UBS Group AGin group UBS Group AG1,087,272$55.6M0.01%+692,90313F-HRTimelineGroup
Cornerstone Wealth Management, LLC1,038,432$53.1M3.6%+43,58113F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding977,017$50M+47,928Timeline
First Command Advisory Services, Inc.954,186$48.8M0.47%+142,72413F-HRTimeline
MBB PUBLIC MARKETS I LLC942,381$48.2M5.56%+410,00013F-HR/ATimeline
MASON STREET ADVISORS, LLC927,600$47.5M6.04%+116,10013F-HRTimeline
Koss-Olinger Consulting, LLC867,811$44.4M3.74%+28,95213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…839,124$42.9M0.08%+20,28813F-HRTimeline
JNBA Financial Advisors833,243$42.6M4.42%+70,37713F-HRTimeline
HHM Wealth Advisors, LLC811,832$41.5M5.59%+229,93913F-HRTimeline
AlphaStar Capital Management, LLC751,570$38.5M3.87%+65,12313F-HRTimeline
Good Life Advisors, LLC740,348$37.9M2.67%+28,36713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA731,517$37.4M0.01%+74,90213F-HR/ATimelineGroup
BLAIR WILLIAM & CO/IL691,922$35.4M0.11%+5,79513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN653,472$33.4M0.01%-42,83313F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…638,790$32.7M0.7%-673,87113F-HRTimelineGroup
Peterson Wealth Advisors, LLC686,382$31.5M6.09%+13,63313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC615,686$31.5M0.27%-300,92213F-HR/ATimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co608,348$31.1M2.19%+38,14013F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC566,652$29M2.41%+48,78313F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC563,585$28.8M8.1%-119,02613F-HRTimeline
Geneos Wealth Management Inc.529,914$27.1M0.4%+294,36813F-HRTimeline
SUN LIFE FINANCIAL INCin group SUN LIFE FINANCIAL INC490,800$25.1M1.59%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC486,544$24.9M0.01%+45,87213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.481,259$24.6M0.23%+65,50713F-HRTimelineGroup
RKL Wealth Management LLC480,814$24.6M2.32%+275,99613F-HRTimeline
Impact Partnership Wealth, LLC450,222$23M4.92%+101,79113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC440,678$22.6M0.06%+1,50313F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …426,508$21.9M1.43%-7,48513F-HRTimelineGroup
Farther Finance Advisors, LLC420,487$21.6M0.55%+107,82413F-HRTimeline
MML INVESTORS SERVICES, LLC414,139$21.2M0.07%+62,86113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding399,732$20.5M+34,977Timeline
Gerber Kawasaki Wealth & Investment Man…398,375$20.4M0.92%+24,48313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP388,816$19.9M0.03%+2,43813F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…386,651$19.8M0.17%+325,44213F-HRTimelineGroup
Crews Bank & Trust380,046$19.5M3.32%+2,63413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC376,561$19.3M4.03%+159,78613F-HRTimeline
First National Trust Co368,515$18.9M0.76%+10013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC357,986$18.3M7.41%-85513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC353,678$18.1M0.85%+25,89813F-HRTimelineGroup
TLWM351,963$18M3.6%-1,66413F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co298,293$17.8M0.47%-1,031,70713F-HRTimelineGroup
Financial Strategies Group, Inc.368,091$17.7M4.2%+4,04613F-HRTimeline
Waverly Advisors, LLC337,327$17.3M0.21%+35,23313F-HRTimeline
Summit Trail Advisors, LLC334,521$17.1M0.56%-3,98213F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.323,004$16.5M1.37%+6,71913F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC316,583$16.2M0.74%-38,54013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC306,746$15.7M0.01%+38,07013F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…294,175$15.1M0.27%new13F-HRTimelineGroup
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP291,195$14.9M4.2%+10,68213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC278,442$14.2M0.02%+101,14313F-HRTimelineGroup
Shepherd Financial Partners LLC275,302$14.1M1.65%+264,93113F-HRTimeline
Cetera Investment Advisers274,401$14M0.03%+25,99513F-HRTimeline
New Perspectives, Inc269,465$13.8M7.36%+8,76313F-HRTimeline
Sollinda Capital Management LLC268,182$13.7M3.82%-14,27813F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …263,872$13.5M2.94%13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…258,962$13.3M0.03%-7,62513F-HRTimelineGroup
Advisor Resource Council243,713$12.4M1%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC238,636$12.2M1.6%+30,89413F-HRTimeline
Ellenbecker Investment Group238,402$12.2M2.19%+108,02213F-HRTimeline
TOWNSQUARE CAPITAL LLC236,256$12.1M0.13%+2,50613F-HRTimeline
Dakota Wealth Management227,117$11.6M0.27%+162,13313F-HRTimeline
Alta Wealth Advisors LLC217,241$11.1M5.1%+5,52713F-HRTimeline
Advance Capital Management, Inc.216,493$11.1M0.53%+5,95313F-HRTimeline
Montz Harcus Wealth Management LLC214,334$11M5.99%+6,76613F-HRTimeline
Avior Wealth Management, LLC213,024$10.9M0.41%+12,32713F-HRTimeline
WBH ADVISORY INC210,152$10.8M1%+4,13313F-HRTimeline
Allworth Financial LP214,058$10.7M0.06%-28,16313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC207,836$10.6M0.15%+15,67513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…207,199$10.6M0.34%+9,61613F-HRTimelineGroup
Exchange Capital Management, Inc.205,914$10.5M1.71%+17,54413F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC204,407$10.5M6.18%+7,42613F-HRTimeline
Syntegra Private Wealth Group, LLC203,085$10.4M1.22%+33,75613F-HRTimeline
Cascade Financial Partners, LLC202,996$10.4M1.31%+9,75813F-HRTimeline
IAG Wealth Partners, LLC196,673$10.1M1.56%+13,77213F-HRTimeline
Louisiana State Employees Retirement Sy…196,100$10M0.2%-22,50013F-HRTimeline
Gladstone Institutional Advisory LLC194,501$9.95M0.46%+55,44813F-HRTimeline
WRAPMANAGER INC194,255$9.94M2.61%+4,97213F-HRTimeline
PSI Advisors, LLC191,919$9.82M3.2%+6,84813F-HRTimeline
Western Wealth Management, LLC191,098$9.78M0.65%-38,85313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC189,745$9.71M0.12%+5,00313F-HRTimelineGroup
TPG Financial Advisors, LLC189,276$9.69M4.28%+36,57713F-HRTimeline
Bensler, LLC189,022$9.67M1.21%+22,98513F-HRTimeline
NewEdge Advisors, LLC185,992$9.52M0.06%-17,70113F-HRTimeline
Orion Porfolio Solutions, LLC184,614$9.45M0.09%-2,21213F-HRTimeline
Orion Portfolio Solutions, LLC184,614$9.45M0.09%-2,21213F-HR/ATimeline
Lumbard & Kellner, LLC177,385$9.08M4%+74,75013F-HRTimeline
Windsor Capital Management, LLC175,581$8.99M2.76%-5,55013F-HRTimeline
Beacon Pointe Advisors, LLC174,006$8.91M0.1%-5,88613F-HRTimeline
Octavia Wealth Advisors, LLC171,931$8.8M1.07%+28,20113F-HRTimeline
Collaborative Wealth Managment Inc.169,855$8.69M4.07%+1,48313F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.166,891$8.54M3.1%+86913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding163,899$8.39M+4,760Timeline
Wealthspire Advisors, LLC163,767$8.38M0.05%-1,31613F-HRTimeline
Pachira Investments Inc.161,635$8.25M5.8%-3,45613F-HRTimeline
Marathon Strategic Advisors, LLC161,011$8.24M8.86%+14,81813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC160,451$8.21M0.04%-4,65513F-HRTimelineGroup
Private Wealth Group, LLC158,533$8.11M4.77%-6613F-HRTimeline
CGN Advisors LLC158,237$8.1M0.79%+4,16513F-HRTimeline
Cambridge Investment Research Advisors,…158,072$8.09M0.03%+60513F-HRTimeline
PINKERTON WEALTH, LLC156,032$7.99M1.04%-30,86513F-HRTimeline
KWB Wealth144,079$7.88M0.95%-12,76313F-HRTimeline
PECAUT & CO.153,751$7.87M2.68%+4,41113F-HRTimeline
OARSMAN CAPITAL, INC.149,902$7.67M1.38%+29,87013F-HRTimeline
M Holdings Securities, Inc.143,806$7.36M1.22%-1,44313F-HRTimeline
Sanctuary Advisors, LLC143,769$7.36M0.05%-18,72713F-HRTimeline
FF Advisors,LLC142,966$7.31M4.19%+12,58613F-HRTimeline
Zhang Financial LLC142,578$7.3M0.39%+27,08313F-HRTimeline
Trilogy Capital Inc.141,530$7.24M0.38%-38,57413F-HRTimeline
Capital Investment Advisory Services, L…139,634$7.15M0.64%+8,67713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC134,933$6.91M0.01%-2,58013F-HRTimeline
Warren Street Wealth Advisors, LLC132,732$6.79M2.66%+6,29013F-HRTimeline
Berkeley Capital Partners, LLC131,945$6.75M1.86%-13613F-HRTimeline
Modera Wealth Management, LLC128,122$6.56M0.09%-7,30313F-HRTimeline
IHT Wealth Management, LLC127,952$6.55M0.2%+3,51313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO122,482$6.27M<0.01%-18,06913F-HRTimelineGroup
SPC Financial, Inc.121,909$6.24M0.55%+3,50013F-HRTimeline
ABOUND FINANCIAL, LLC120,937$6.19M3.13%-41,73813F-HRTimeline
BOKF, NAin group BOKF, NA120,588$6.17M0.11%+2,20013F-HRTimelineGroup
Carnegie Investment Counsel133,574$6.13M0.15%+11,86413F-HRTimeline
Integrated Wealth Concepts LLC119,230$6.1M0.07%-3,20213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC118,486$6.06M0.69%+38,44413F-HRTimelineGroup
MJP ASSOCIATES INC /ADV118,452$6.06M1.09%+41,28113F-HRTimeline
OneDigital Investment Advisors LLC118,211$6.05M0.07%-6,83813F-HRTimeline
Millington Financial Advisors, LLC123,156$5.88M3.61%+3,52113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC114,220$5.85M0.2%+3,18513F-HRTimeline
ARQ WEALTH ADVISORS, LLC111,567$5.71M2.12%-5,45413F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP110,159$5.64M0.91%+3,99513F-HRTimeline
HM PAYSON & CO109,207$5.59M0.1%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP108,970$5.58M<0.01%-9,43813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth107,196$5.49M0.01%+9,67713F-HR/ATimelineGroup
Chicago Partners Investment Group LLC106,461$5.44M0.18%+22,36213F-HRTimeline
Measured Wealth Private Client Group, L…104,321$5.34M1.71%-141,39413F-HRTimeline
Stewardship Advisors, LLC101,259$5.18M1.4%+1,80613F-HRTimeline
NOTTINGHAM ADVISORS, INC.100,037$5.12M0.78%+17,32113F-HRTimeline
Perennial Investment Advisors, LLC97,473$4.99M0.56%-34,78313F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …93,300$4.78M<0.01%+36,40013F-HRTimelineGroup
Tennessee Valley Asset Management Partn…88,926$4.55M0.74%+80,28713F-HRTimeline
IFG Advisory, LLC87,620$4.48M0.25%+3,30313F-HRTimeline
Resonant Capital Advisors, LLC87,490$4.48M0.31%+3,28613F-HRTimeline
Austin Private Wealth, LLC87,182$4.46M0.4%+69,26913F-HRTimeline
ORBA Wealth Advisors, L.L.C.87,041$4.45M2.25%+23,20313F-HRTimeline
Broadway Wealth Solutions, Inc.85,512$4.38M3.19%+5,37013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC84,909$4.35M0.15%+55,09313F-HRTimeline
Founders Financial Alliance, LLC84,506$4.33M1.05%+1,06513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC83,352$4.27M0.01%-1,45213F-HRTimelineGroup
First International Bank & Trust80,005$4.09M1.29%-117,00013F-HRTimeline
CVFG LLC79,296$4.06M3.69%+3,90713F-HRTimeline
VISTA INVESTMENT MANAGEMENT74,122$3.79M1.48%+1,16513F-HRTimeline
G&S Capital LLC73,773$3.78M1.6%+1,87913F-HRTimeline
Wealthquest Corp73,734$3.77M0.31%-19,32213F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC73,543$3.76M0.2%-64,69113F-HRTimeline
Ausdal Financial Partners, Inc.73,409$3.76M0.28%+10,58813F-HRTimeline
ArborFi Advisors, LLC72,282$3.7M3.67%+2,34113F-HRTimeline
TRUEFG, LLC72,206$3.7M1.22%+7,48013F-HRTimeline
Register Financial Advisors LLC71,821$3.68M1.91%+2,59213F-HRTimeline
Pure Financial Advisors, LLC70,326$3.6M0.08%+1,05113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC69,688$3.57M<0.01%-4613F-HRTimelineGroup
Golden State Wealth Management, LLC68,684$3.52M0.52%+16,67013F-HR/ATimeline
Crestwood Advisors Group, LLC67,916$3.48M0.07%new13F-HRTimeline
Wealth Advisory Solutions, LLC67,768$3.47M0.92%+10,09213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding66,273$3.39M+4,293Timeline
SOL Capital Management CO64,255$3.29M0.36%+6,67513F-HRTimeline
Retirement Planning Group, LLC64,098$3.28M0.15%+1,82013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP63,583$3.25M<0.01%-3,58813F-HRTimelineGroup
Sharkey, Howes & Javer62,658$3.21M0.46%+1,00213F-HRTimeline
Kagan Cocozza Asset Management62,635$3.21M2.62%-56413F-HRTimeline
Lynx Investment Advisory62,208$3.18M2.12%-3,57713F-HRTimeline
Aspetuck Financial Management LLC62,035$3.17M2.73%+6,53013F-HRTimeline
Compass Wealth Management LLC61,683$3.16M0.8%+9,57513F-HRTimeline
CarsonAllaria Wealth Management, Ltd.61,232$3.13M1.82%+28,68813F-HRTimeline
CHEMUNG CANAL TRUST CO60,994$3.12M0.69%013F-HRTimeline
IFP Advisors, Inc60,626$3.1M0.1%+8,23113F-HRTimeline
Jacksonville Wealth Management, LLC60,398$3.09M3.04%+1,38913F-HRTimeline
Bill Few Associates, Inc.60,331$3.09M1.1%+1,35113F-HRTimeline
Manhattan West Asset Management, LLC60,027$3.07M0.78%+1,61213F-HRTimeline
United Asset Strategies, Inc.59,031$3.02M0.28%-27013F-HRTimeline
Quantinno Capital Management LP57,654$2.95M0.02%+44,28913F-HRTimeline
Goodman Financial Corp57,594$2.95M0.64%+94113F-HRTimeline
Aspire Private Capital, LLC54,697$2.8M0.7%+1,79213F-HRTimeline
NovaPoint Capital, LLC53,794$2.75M0.85%-13013F-HRTimeline