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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
Creative Planningin group Creative Planning83,062,157$4.52B3.86%+2,922,15013F-HRTimelineGroup
Betterment LLC19,155,647$1.04B2.22%+1,271,52413F-HRTimeline
LPL Financial LLC12,667,377$689M0.23%-429,72913F-HRTimeline
Valmark Advisers, Inc.6,643,917$361M5.03%+274,76513F-HRTimeline
CWM, LLCin group CWM, LLC4,694,872$255M0.9%-1,887,07013F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.3,702,113$201M5.05%-1,634,85213F-HRTimelineGroup
HighTower Advisors, LLC3,206,368$174M0.22%+242,15613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,096,286$168M+585,013Timeline
TEXAS PERMANENT SCHOOL FUND CORP2,982,043$162M5.45%+7,79113F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY2,978,616$162M0.01%+347,94713F-HRTimelineGroup
Hancock Prospecting Pty Ltd2,875,190$156M4.97%013F-HRTimeline
Facet Wealth, Inc.2,726,120$151M3.42%+257,92413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,871,221$102M0.01%-9,70613F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC1,731,058$94.1M1.2%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,549,804$84.3M0.06%+315,63013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,443,554$78.3M0.14%+27,37713F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,434,897$78M0.02%+347,62513F-HRTimelineGroup
Atlas Private Wealth Advisors1,423,120$77.4M9.96%-44,29813F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,195,251$65M4.1%+586,90313F-HRTimelineGroup
First Command Advisory Services, Inc.1,139,430$62M0.53%+185,24413F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,073,261$58.4M+96,244Timeline
Cornerstone Wealth Management, LLC1,072,776$58.3M3.54%+34,34413F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co1,040,000$56.6M1.26%+741,70713F-HRTimelineGroup
Farther Finance Advisors, LLC971,121$52.8M1.06%+550,63413F-HRTimeline
MASON STREET ADVISORS, LLC927,600$50.4M5.9%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC903,143$49.1M0.01%-532,41713F-HRTimelineGroup
Private Advisor Group, LLC896,715$48.8M0.26%-273,18913F-HRTimeline
Koss-Olinger Consulting, LLC874,665$47.6M3.9%+6,85413F-HRTimeline
HHM Wealth Advisors, LLC860,852$46.8M5.56%+49,02013F-HRTimeline
JNBA Financial Advisors827,232$45M4.33%-6,01113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…816,324$44.4M0.36%+429,67313F-HRTimelineGroup
Good Life Advisors, LLC810,600$44.1M2.75%+70,25213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA759,881$41.3M0.01%+28,36413F-HR/ATimelineGroup
AlphaStar Capital Management, LLC720,474$39.2M2.75%-31,09613F-HRTimeline
Peterson Wealth Advisors, LLC696,729$37.9M6.25%+10,34713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…673,664$37.7M0.06%-165,46013F-HRTimeline
BLAIR WILLIAM & CO/IL681,911$37.1M0.1%-10,01113F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC668,292$36.3M8.78%+104,70713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…638,392$34.7M0.77%-39813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN637,637$34.7M0.01%-15,83513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…627,323$34.1M0.07%+610,87713F-HR/ATimelineGroup
1900 WEALTH MANAGEMENT LLC626,762$34.1M2.58%+60,11013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC603,915$32.8M6.03%+227,35413F-HRTimeline
RFG Advisory, LLC576,157$31.3M0.74%-1,322,57913F-HRTimeline
BOKF, NAin group BOKF, NA564,777$30.7M0.5%+444,18913F-HRTimelineGroup
RKL Wealth Management LLC554,543$30.2M2.65%+73,72913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.515,423$28M0.23%+34,16413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC509,894$27.7M0.01%+23,35013F-HRTimelineGroup
Impact Partnership Wealth, LLC490,448$26.7M4.92%+40,22613F-HRTimeline
Global Retirement Partners, LLC474,386$25.8M0.64%13F-HRTimeline
MML INVESTORS SERVICES, LLC460,627$25M0.07%+46,48813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC459,558$25M0.18%-156,12813F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC442,486$24.1M0.06%+1,80813F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …434,356$23.9M1.71%+7,84813F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.433,645$23.6M1.83%+110,64113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP423,452$23M0.03%+34,63613F-HR/ATimelineGroup
Gerber Kawasaki Wealth & Investment Man…420,465$22.9M0.88%+22,09013F-HRTimeline
Crews Bank & Trust399,113$21.7M3.42%+19,06713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC396,454$21.6M0.93%+42,77613F-HRTimelineGroup
Financial Strategies Group, Inc.384,152$21.4M4.46%+16,06113F-HRTimeline
RESTON WEALTH MANAGEMENT LLC377,916$20.6M7.2%+19,93013F-HRTimeline
First National Trust Co364,101$19.8M0.74%-4,41413F-HRTimeline
Waverly Advisors, LLC354,542$19.3M0.21%+17,21513F-HRTimeline
Dakota Wealth Management347,726$18.9M0.4%+120,60913F-HRTimeline
Summit Trail Advisors, LLC309,465$16.8M0.29%-25,05613F-HRTimeline
Mariner, LLCin group Mariner, LLC305,646$16.6M0.02%+27,20413F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…301,825$16.4M0.23%+7,65013F-HRTimelineGroup
Ellenbecker Investment Group294,863$16M2.59%+56,46113F-HRTimeline
Cetera Investment Advisers289,056$15.7M0.03%+14,65513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…285,956$15.6M0.03%+26,99413F-HR/ATimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …283,724$15.4M3.03%13F-HRTimelineGroup
Shepherd Financial Partners LLC281,857$15.3M1.62%+6,55513F-HRTimeline
Geneos Wealth Management Inc.280,444$15.3M0.37%-249,47013F-HRTimeline
New Perspectives, Inc272,527$14.8M7.33%+3,06213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC269,232$14.6M1.8%+30,59613F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC264,422$14.4M0.61%-52,16113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC260,228$14.2M<0.01%-46,51813F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC259,226$14.1M0.23%+247,54013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding233,823$12.7M-165,909Timeline
Allworth Financial LP233,079$12.7M0.06%+19,02113F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP232,206$12.6M3.38%-58,98913F-HRTimelineGroup
Alta Wealth Advisors LLC231,724$12.6M5.95%+14,48313F-HRTimeline
Cascade Financial Partners, LLC226,236$12.3M1.48%+23,24013F-HRTimeline
Montz Harcus Wealth Management LLC224,188$12.2M5.88%+9,85413F-HRTimeline
Avior Wealth Management, LLC222,675$12.1M0.42%+9,65113F-HRTimeline
Exchange Capital Management, Inc.222,550$12.1M1.81%+16,63613F-HRTimeline
Advance Capital Management, Inc.217,114$11.8M0.54%+62113F-HRTimeline
WRAPMANAGER INC215,375$11.7M2.85%+21,12013F-HRTimeline
WBH ADVISORY INC207,691$11.3M0.96%-2,46113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC206,025$11.2M0.13%-1,81113F-HRTimeline
IAG Wealth Partners, LLC205,089$11.2M1.48%+8,41613F-HRTimeline
OARSMAN CAPITAL, INC.204,449$11.1M1.74%+54,54713F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC203,681$11.1M6.13%-72613F-HRTimeline
Gladstone Institutional Advisory LLC202,056$11M0.45%+7,55513F-HRTimeline
Bensler, LLC200,770$10.9M1.22%+11,74813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC194,442$10.6M0.1%+4,69713F-HRTimelineGroup
PSI Advisors, LLC193,557$10.5M5.17%+1,63813F-HRTimeline
Marathon Strategic Advisors, LLC193,545$10.5M9.78%+32,53413F-HRTimeline
Western Wealth Management, LLC191,124$10.4M0.62%+2613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP186,408$10.1M<0.01%+77,43813F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.185,758$10.1M3.45%+18,86713F-HRTimeline
Cambridge Investment Research Advisors,…182,055$9.9M0.03%+23,98313F-HRTimeline
Beacon Pointe Advisors, LLC181,130$9.85M0.1%+7,12413F-HRTimeline
Lumbard & Kellner, LLC179,723$9.77M4.26%+2,33813F-HRTimeline
NewEdge Advisors, LLC178,537$9.71M0.05%-7,45513F-HRTimeline
TPG Financial Advisors, LLC178,508$9.71M3.88%-10,76813F-HRTimeline
Windsor Capital Management, LLC176,356$9.59M2.8%+77513F-HRTimeline
Octavia Wealth Advisors, LLC173,720$9.45M1.07%+1,78913F-HRTimeline
Sanctuary Advisors, LLC172,915$9.4M0.06%+29,14613F-HRTimeline
Collaborative Wealth Managment Inc.171,330$9.32M4.06%+1,47513F-HRTimeline
Louisiana State Employees Retirement Sy…169,200$9.2M0.17%-26,90013F-HRTimeline
Wealthspire Advisors, LLC168,018$9.14M0.05%+4,25113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding166,275$9.04M+2,376Timeline
CGN Advisors LLC162,489$8.84M0.79%+4,25213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC160,056$8.7M0.03%-39513F-HRTimelineGroup
Zhang Financial LLC153,067$8.32M0.38%+10,48913F-HRTimeline
PECAUT & CO.152,256$8.28M2.75%-1,49513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP151,567$8.24M0.01%+137,99313F-HRTimelineGroup
Austin Private Wealth, LLC150,610$8.19M0.65%+63,42813F-HRTimeline
M Holdings Securities, Inc.148,142$8.06M1.38%+4,33613F-HRTimeline
Orion Porfolio Solutions, LLC148,130$8.06M0.07%-36,48413F-HR/ATimeline
Warren Street Wealth Advisors, LLC145,668$7.92M2.63%+12,93613F-HRTimeline
FF Advisors,LLC144,930$7.88M4.09%+1,96413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC144,138$7.84M0.01%+93,69313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO142,911$7.77M<0.01%+20,42913F-HRTimelineGroup
Millington Financial Advisors, LLC137,303$7.75M3.92%+14,14713F-HRTimeline
Integrated Wealth Concepts LLC138,757$7.55M0.08%+19,52713F-HRTimeline
Carnegie Investment Counsel136,985$7.45M0.15%+3,41113F-HRTimeline
Berkeley Capital Partners, LLC134,797$7.33M1.86%+2,85213F-HRTimeline
Private Wealth Group, LLC134,270$7.3M3.88%-24,26313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC128,408$6.98M0.01%+45,05613F-HRTimelineGroup
AF Advisors, Inc.128,000$6.96M2.4%new13F-HRTimeline
Modera Wealth Management, LLC125,205$6.81M0.08%-2,91713F-HRTimeline
IHT Wealth Management, LLC124,052$6.75M0.19%-3,90013F-HRTimeline
ABOUND FINANCIAL, LLC123,943$6.74M2.97%+3,00613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC122,270$6.65M0.01%-12,66313F-HRTimeline
Syntegra Private Wealth Group, LLC121,008$6.58M0.67%-82,07713F-HRTimeline
NOTTINGHAM ADVISORS, INC.117,238$6.38M0.95%+17,20113F-HRTimeline
Chicago Partners Investment Group LLC110,268$6.22M0.18%+3,80713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC110,857$6.03M0.17%-3,36313F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …109,700$5.97M<0.01%+16,40013F-HRTimelineGroup
Resonant Capital Advisors, LLC109,559$5.96M0.38%+22,06913F-HRTimeline
OneDigital Investment Advisors LLC109,075$5.93M0.07%-9,13613F-HRTimeline
KWB Wealth115,002$5.89M0.72%-29,07713F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP107,729$5.86M0.88%-2,43013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth106,495$5.79M0.01%-70113F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC111,567$5.71M1.96%013F-HRTimeline
MJP ASSOCIATES INC /ADV102,248$5.56M0.82%-16,20413F-HRTimeline
Stewardship Advisors, LLC102,149$5.55M1.41%+89013F-HRTimeline
BOK Financial Private Wealth, Inc.101,417$5.52M0.37%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC99,977$5.44M0.54%-18,50913F-HRTimelineGroup
Symphony Financial, Ltd. Co.96,144$5.35M0.7%new13F-HR/ATimeline
Perennial Investment Advisors, LLC94,616$5.15M0.5%-2,85713F-HRTimeline
Tennessee Valley Asset Management Partn…93,944$5.11M1.3%+5,01813F-HRTimeline
FLOW TRADERS U.S. LLC93,047$5.06M0.19%new13F-HRTimeline
Bill Few Associates, Inc.92,346$5.02M1.42%+32,01513F-HRTimeline
Omnitrust Wealth Management, Inc72,842$4.92M5.8%13F-HRTimeline
Measured Wealth Private Client Group, L…89,928$4.89M1.46%-14,39313F-HRTimeline
CVFG LLC87,316$4.75M3.77%+8,02013F-HRTimeline
Founders Financial Alliance, LLC86,906$4.73M1.07%+2,40013F-HRTimeline
Hibernia Wealth Partners, LLC86,151$4.69M1.71%+43,06613F-HRTimeline
Financial Engines Advisors L.L.C.85,611$4.66M0.01%+61,11713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC85,221$4.63M0.14%+31213F-HRTimeline
IFG Advisory, LLC84,694$4.61M0.23%-2,92613F-HRTimeline
Ausdal Financial Partners, Inc.84,405$4.59M0.31%+10,99613F-HRTimeline
FORONJY FINANCIAL LLC83,051$4.52M2.11%13F-HRTimeline
XY Planning Network, Inc.82,593$4.49M1.53%+40,74013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP78,049$4.24M<0.01%+14,46613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding77,374$4.21M+11,101Timeline
C2P Capital Advisory Group, LLC d.b.a. …77,008$4.19M0.27%new13F-HR/ATimeline
Register Financial Advisors LLC76,520$4.16M1.82%+4,69913F-HRTimeline
VISTA INVESTMENT MANAGEMENT76,085$4.14M1.54%+1,96313F-HRTimeline
GeoWealth Management, LLC75,179$4.09M0.16%+60,67113F-HRTimeline
TRUEFG, LLC75,165$4.09M1.21%+2,95913F-HRTimeline
TUDOR INVESTMENT CORP ET AL74,559$4.05M0.03%+25,95813F-HRTimeline
G&S Capital LLC74,030$4.03M1.6%+25713F-HRTimeline
POM Investment Strategies, LLC73,878$4.02M2.87%+73,07713F-HRTimeline
CarsonAllaria Wealth Management, Ltd.73,592$4M2.15%+12,36013F-HRTimeline
Pure Financial Advisors, LLC72,779$3.96M0.07%+2,45313F-HRTimeline
Wealth Advisory Solutions, LLC71,804$3.9M0.99%+4,03613F-HRTimeline
Sharkey, Howes & Javer71,315$3.88M0.52%+8,65713F-HRTimeline
ArborFi Advisors, LLC68,872$3.75M3.3%-3,41013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC68,804$3.74M0.18%-4,73913F-HRTimeline
Mayflower Financial Advisors, LLC67,752$3.68M0.51%new13F-HRTimeline
Compass Wealth Management LLC66,357$3.61M0.86%+4,67413F-HRTimeline
Jacksonville Wealth Management, LLC66,192$3.6M2.89%+5,79413F-HRTimeline
Manhattan West Asset Management, LLC65,341$3.55M0.82%+5,31413F-HRTimeline
Simplicity Wealth,LLC65,322$3.55M0.15%+58,47813F-HRTimeline
IFP Advisors, Inc63,887$3.47M0.1%+3,26113F-HRTimeline
SOL Capital Management CO62,710$3.41M0.33%-1,54513F-HRTimeline
Kagan Cocozza Asset Management62,605$3.4M2.61%-3013F-HRTimeline
Golden State Wealth Management, LLC62,306$3.39M0.41%-6,37813F-HRTimeline
Lynx Investment Advisory61,986$3.37M2.2%-22213F-HRTimeline
Aspetuck Financial Management LLC61,970$3.37M2.54%-6513F-HRTimeline
CHEMUNG CANAL TRUST CO60,994$3.32M0.7%013F-HRTimeline
Aptus Capital Advisors, LLC60,794$3.31M0.03%+17,05413F-HRTimeline
Signal Advisors Wealth, LLC60,422$3.29M0.26%+21,07513F-HRTimeline
Luminist Capital LLC58,553$3.22M3.19%new13F-HRTimeline
AE Wealth Management LLC57,145$3.11M0.02%+5,65213F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.56,576$3.08M1.32%+3,17713F-HRTimeline