Skip to content
Disclosery

SPMD SPDR SERIES TRUST

Follow

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
Creative Planningin group Creative Planning87,966,062$5.03B3.84%+4,903,90513F-HRTimelineGroup
Betterment LLC20,126,277$1.15B2.27%+970,63013F-HRTimeline
LPL Financial LLC12,670,561$725M0.21%+3,18413F-HRTimeline
Valmark Advisers, Inc.6,837,085$391M5.06%+193,16813F-HRTimeline
CWM, LLCin group CWM, LLC4,728,484$270M0.81%+33,61213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,583,479$205M+487,193Timeline
HighTower Advisors, LLC3,332,046$191M0.22%+125,67813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,189,962$182M0.01%+211,34613F-HR/ATimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.3,116,050$178M4.18%-586,06313F-HRTimelineGroup
TEXAS PERMANENT SCHOOL FUND CORP2,982,043$171M5.56%013F-HRTimeline
Facet Wealth, Inc.2,910,476$166M3.44%+184,35613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,225,528$127M0.01%+354,30713F-HR/ATimelineGroup
EXCHANGE TRADED CONCEPTS, LLC1,881,210$108M1.03%+150,15213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,612,602$92.2M0.06%+62,79813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,539,681$88M0.12%+96,12713F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,433,358$82M0.02%-1,53913F-HRTimelineGroup
Hancock Prospecting Pty Ltd1,410,470$80.7M2.63%-1,464,72013F-HRTimeline
MASON STREET ADVISORS, LLC1,362,200$77.9M8.07%+434,60013F-HRTimeline
First Command Advisory Services, Inc.1,312,025$75M0.54%+172,59513F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,255,132$71.8M4.22%+59,88113F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,105,332$63.2M+32,071Timeline
Cornerstone Wealth Management, LLC1,097,029$62.7M3.47%+24,25313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,060,708$60.7M0.44%+244,38413F-HRTimelineGroup
Auto-Owners Insurance Coin group Auto-Owners Insurance Co1,040,000$59.5M1.54%013F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC908,047$51.9M0.01%+4,90413F-HRTimelineGroup
Private Advisor Group, LLC902,116$51.6M0.25%+5,40113F-HRTimeline
JNBA Financial Advisors860,987$49.2M4.47%+33,75513F-HRTimeline
Koss-Olinger Consulting, LLC867,326$47.2M3.9%-7,33913F-HRTimeline
HHM Wealth Advisors, LLC808,880$46.3M5.35%-51,97213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN783,980$44.8M0.01%+146,34313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA766,126$43.8M0.01%+6,24513F-HRTimelineGroup
AlphaStar Capital Management, LLC738,027$42.2M3.64%+17,55313F-HRTimeline
Peterson Wealth Advisors, LLC733,679$41.9M6.27%+36,95013F-HRTimeline
1900 WEALTH MANAGEMENT LLC691,808$39.6M2.68%+65,04613F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC679,846$38.9M8.92%+11,55413F-HRTimeline
BLAIR WILLIAM & CO/IL676,940$38.7M0.1%-4,97113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…655,367$37.5M0.75%+16,97513F-HRTimelineGroup
VICUS CAPITAL642,672$36.8M2.81%+627,00513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC618,083$35.3M6.04%+14,16813F-HRTimeline
RKL Wealth Management LLC594,975$34M2.9%+40,43213F-HRTimeline
Farther Finance Advisors, LLC585,859$33.5M0.51%-385,26213F-HRTimeline
Impact Partnership Wealth, LLC577,911$33.1M4.91%+87,46313F-HRTimeline
BOKF, NAin group BOKF, NA558,431$31.9M0.48%-6,34613F-HRTimelineGroup
Composition Wealth, LLC533,768$30.5M0.46%new13F-HRTimeline
Atlas Private Wealth Advisors525,712$30.1M7.36%-897,40813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.483,731$27.7M0.2%-31,69213F-HRTimelineGroup
Global Retirement Partners, LLC477,131$27.3M0.61%+2,74513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…474,863$27.1M0.04%-198,80113F-HRTimeline
MML INVESTORS SERVICES, LLC458,861$26.2M0.07%-1,76613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP452,918$25.9M0.04%+29,46613F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…443,919$25.4M0.87%+23,45413F-HRTimeline
OARSMAN CAPITAL, INC.438,325$25.1M3.52%+233,87613F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.437,504$25M1.81%+3,85913F-HRTimeline
Dakota Wealth Management431,190$24.7M0.5%+83,46413F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC430,417$24.6M0.05%-12,06913F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC427,884$24.5M0.98%+31,43013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC421,749$24.1M0.01%+161,52113F-HRTimelineGroup
RFG Advisory, LLC408,146$23.3M0.48%-168,01113F-HRTimeline
Mach-1 Financial Group, LLC406,116$23.2M3.71%new13F-HRTimeline
Integrity Advisory Solutions, LLC406,116$23.2M3.71%13F-HRTimeline
Financial Strategies Group, Inc.395,070$22.5M4.28%+10,91813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC385,751$22.1M0.13%-73,80713F-HR/ATimelineGroup
First National Trust Co384,664$22M0.75%+20,56313F-HRTimeline
RESTON WEALTH MANAGEMENT LLC378,032$21.6M6.98%+11613F-HRTimeline
Crews Bank & Trust374,141$21.4M3.13%-24,97213F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC372,319$21.3M6.66%new13F-HR/ATimeline
Waverly Advisors, LLC356,640$20.4M0.2%+2,09813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS350,969$20.1M0.02%+350,93813F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…337,092$19.3M0.23%+35,26713F-HRTimelineGroup
Cetera Investment Advisers326,538$18.7M0.02%+37,48213F-HRTimeline
Ellenbecker Investment Group319,006$18.2M2.69%+24,14313F-HRTimeline
Abich Financial Wealth Management LLC315,310$18M6.42%13F-HRTimeline
Summit Trail Advisors, LLC299,577$17.1M0.24%-9,88813F-HRTimeline
Mariner, LLCin group Mariner, LLC296,302$16.9M0.02%-9,34413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…292,307$16.7M0.03%+6,35113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC290,768$16.6M<0.01%-219,12613F-HRTimelineGroup
Shepherd Financial Partners LLC288,393$16.5M1.57%+6,53613F-HRTimeline
Geneos Wealth Management Inc.287,984$16.5M0.42%+7,54013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC287,385$16.4M1.88%+18,15313F-HRTimeline
New Perspectives, Inc276,816$15.8M7.09%+4,28913F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …272,173$15.6M3.08%13F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC267,898$15.3M0.21%+8,67213F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC265,978$15.2M0.62%+1,55613F-HRTimeline
Alta Wealth Advisors LLC260,986$14.9M5.35%+29,26213F-HRTimeline
Allworth Financial LP257,632$14.7M0.07%+24,55313F-HRTimeline
Avior Wealth Management, LLC248,611$14.2M0.46%+25,93613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding244,299$14M+10,476Timeline
Lido Advisors, LLCin group Lido Advisors, LLC234,476$13.4M0.05%+230,64813F-HRTimelineGroup
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP232,382$13.3M3.29%+17613F-HRTimelineGroup
Montz Harcus Wealth Management LLC229,796$13.1M5.74%+5,60813F-HRTimeline
Advance Capital Management, Inc.226,160$12.9M0.56%+9,04613F-HRTimeline
Cascade Financial Partners, LLC225,055$12.9M1.48%-1,18113F-HRTimeline
Marathon Strategic Advisors, LLC222,953$12.8M10.21%+29,40813F-HRTimeline
Gladstone Institutional Advisory LLC216,835$12.4M0.48%+14,77913F-HRTimeline
IAG Wealth Partners, LLC213,763$12.2M1.47%+8,67413F-HRTimeline
Bensler, LLC210,796$12.1M1.25%+10,02613F-HRTimeline
WBH ADVISORY INC210,525$12M0.92%+2,83413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC208,771$11.9M0.09%+2,74613F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC208,472$11.9M6.02%+4,79113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC201,829$11.5M0.09%+7,38713F-HRTimelineGroup
WRAPMANAGER INC199,873$11.4M3.52%-15,50213F-HRTimeline
PSI Advisors, LLC197,245$11.3M2.91%+3,68813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding192,402$11M+26,127Timeline
Western Wealth Management, LLC190,315$10.9M0.58%-80913F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.189,057$10.8M3.5%+3,29913F-HRTimeline
NewEdge Advisors, LLC186,216$10.6M0.05%+7,67913F-HRTimeline
Cambridge Investment Research Advisors,…180,890$10.3M0.03%-1,16513F-HRTimeline
Octavia Wealth Advisors, LLC180,553$10.3M1.03%+6,83313F-HRTimeline
Lumbard & Kellner, LLC180,153$10.3M3.79%+43013F-HRTimeline
Sanctuary Advisors, LLC179,854$10.3M0.06%+6,93913F-HR/ATimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP179,798$10.3M<0.01%-6,61013F-HRTimelineGroup
TPG Financial Advisors, LLC178,679$10.2M3.81%+17113F-HRTimeline
Zhang Financial LLC173,072$9.9M0.4%+20,00513F-HRTimeline
Windsor Capital Management, LLC172,549$9.87M2.72%-3,80713F-HRTimeline
Collaborative Wealth Managment Inc.171,907$9.83M3.98%+57713F-HRTimeline
CGN Advisors LLC170,619$9.76M0.8%+8,13013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC170,364$9.74M0.01%+26,22613F-HRTimelineGroup
Warren Street Wealth Advisors, LLC169,940$9.72M2.91%+24,27213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO167,414$9.57M<0.01%+24,50313F-HR/ATimelineGroup
Wealthspire Advisors, LLC163,918$9.37M0.05%-4,10013F-HRTimeline
Austin Private Wealth, LLC162,336$9.28M0.71%+11,72613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC162,311$9.28M0.04%+2,25513F-HRTimelineGroup
FF Advisors,LLC157,154$8.99M4.3%+12,22413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth153,188$8.76M0.01%+46,69313F-HRTimelineGroup
OneDigital Investment Advisors LLC152,741$8.74M0.09%+43,66613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP152,008$8.69M0.01%+44113F-HRTimelineGroup
BOK Financial Private Wealth, Inc.148,143$8.47M0.53%+46,72613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC142,496$8.15M0.35%+73,69213F-HRTimeline
Integrated Wealth Concepts LLC142,488$8.15M0.07%+3,73113F-HRTimeline
Berkeley Capital Partners, LLC140,502$8.04M1.9%+5,70513F-HRTimeline
Orion Porfolio Solutions, LLC139,898$8M0.06%-8,23213F-HRTimeline
Millington Financial Advisors, LLC136,782$7.73M3.75%-52113F-HRTimeline
ABOUND FINANCIAL, LLC132,113$7.56M3.02%+8,17013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC129,541$7.41M0.01%+7,27113F-HRTimeline
SPC Financial, Inc.129,416$7.4M0.58%new13F-HRTimeline
Louisiana State Employees Retirement Sy…129,200$7.39M0.12%-40,00013F-HRTimeline
Carnegie Investment Counsel128,239$7.33M0.14%-8,74613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC128,167$7.33M0.01%-24113F-HRTimelineGroup
AF Advisors, Inc.128,000$7.32M2.97%013F-HRTimeline
Modera Wealth Management, LLC124,575$7.12M0.08%-63013F-HRTimeline
NOTTINGHAM ADVISORS, INC.124,311$7.11M0.99%+7,07313F-HRTimeline
Private Wealth Group, LLC123,558$7.07M3.52%-10,71213F-HRTimeline
Chicago Partners Investment Group LLC122,176$7.03M0.18%+11,90813F-HRTimeline
IHT Wealth Management, LLC122,828$7.02M0.18%-1,22413F-HRTimeline
PINKERTON WEALTH, LLC120,114$6.87M0.74%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP119,512$6.83M0.97%+11,78313F-HRTimeline
Syntegra Private Wealth Group, LLC115,637$6.61M0.62%-5,37113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC112,295$6.42M0.55%+12,31813F-HRTimelineGroup
PECAUT & CO.110,977$6.35M2.04%-41,27913F-HRTimeline
Pachira Investments Inc.110,372$6.31M3.55%new13F-HRTimeline
MJP ASSOCIATES INC /ADV110,080$6.3M0.83%+7,83213F-HRTimeline
Resonant Capital Advisors, LLC107,244$6.13M0.36%-2,31513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC105,393$6.03M0.14%-5,46413F-HRTimeline
Stewardship Advisors, LLC103,002$5.89M1.39%+85313F-HRTimeline
KWB Wealth107,663$5.85M0.65%-7,33913F-HRTimeline
Financial Engines Advisors L.L.C.100,847$5.77M0.01%+15,23613F-HRTimeline
Symphony Financial, Ltd. Co.97,778$5.56M0.68%+1,63413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding96,082$5.49M+18,708Timeline
ODonnell Financial Services, LLC95,726$5.47M1.95%new13F-HRTimeline
Bill Few Associates, Inc.95,295$5.45M1.4%+2,94913F-HRTimeline
Tennessee Valley Asset Management Partn…94,098$5.38M0.73%+15413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.94,021$5.38M<0.01%+81,54613F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …93,800$5.36M<0.01%-15,90013F-HRTimelineGroup
CVFG LLC90,801$5.19M3.75%+3,48513F-HRTimeline
Glen Eagle Advisors, LLC88,629$5.07M0.7%+41,47813F-HRTimeline
Ausdal Financial Partners, Inc.88,166$5.04M0.25%+3,76113F-HRTimeline
CarsonAllaria Wealth Management, Ltd.86,438$4.94M2.57%+12,84613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC85,221$4.87M0.12%013F-HRTimeline
Founders Financial Alliance, LLC84,407$4.83M0.91%-2,49913F-HRTimeline
Beacon Pointe Advisors, LLC82,958$4.74M0.04%-98,17213F-HRTimeline
GeoWealth Management, LLC82,851$4.74M0.17%+7,67213F-HRTimeline
Measured Wealth Private Client Group, L…81,902$4.68M1.26%-8,02613F-HRTimeline
Wealth Advisory Solutions, LLC80,030$4.58M1.11%+8,22613F-HRTimeline
Atlanta Consulting Group Advisors, LLC79,911$4.57M1.12%new13F-HRTimeline
Register Financial Advisors LLC79,599$4.55M1.79%+3,07913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP78,732$4.5M<0.01%+68313F-HRTimelineGroup
XY Planning Network, Inc.82,593$4.49M1.53%013F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding78,116$4.47M+61,861Timeline
FORONJY FINANCIAL LLC77,928$4.46M1.95%-5,12313F-HRTimeline
IFG Advisory, LLC77,574$4.44M0.2%-7,12013F-HRTimeline
TRUEFG, LLC77,456$4.43M1.22%+2,29113F-HRTimeline
Mayflower Financial Advisors, LLC77,405$4.43M0.56%+9,65313F-HRTimeline
VISTA INVESTMENT MANAGEMENT75,674$4.33M1.51%-41113F-HRTimeline
Jacksonville Wealth Management, LLC74,127$4.24M3.11%+7,93513F-HRTimeline
G&S Capital LLC73,637$4.21M1.56%-39313F-HRTimeline
Compass Wealth Management LLC73,186$4.19M0.93%+6,82913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding73,053$4.18M+33,773Timeline
Pure Financial Advisors, LLC71,708$4.1M0.07%-1,07113F-HRTimeline
ARQ WEALTH ADVISORS, LLC71,408$4.08M1.21%-40,15913F-HRTimeline
MMA ASSET MANAGEMENT LLC70,604$4.04M1.35%+35,21113F-HRTimeline
SOL Capital Management CO69,580$3.98M0.36%+6,87013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC69,452$3.97M0.07%+34,42813F-HRTimelineGroup
Aptus Capital Advisors, LLC69,226$3.96M0.04%+8,43213F-HRTimeline
ArborFi Advisors, LLC69,007$3.95M3.21%+13513F-HRTimeline
Manhattan West Asset Management, LLC67,366$3.85M0.81%+2,02513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP66,633$3.81M<0.01%+44,89913F-HRTimelineGroup
Quantinno Capital Management LP64,679$3.7M0.01%+12,54513F-HRTimeline
AE Wealth Management LLC63,119$3.61M0.02%+5,97413F-HRTimeline
Lynx Investment Advisory62,265$3.56M2.13%+27913F-HRTimeline
Aspetuck Financial Management LLC61,820$3.54M2.42%-15013F-HRTimeline