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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
Creative Planningin group Creative Planning92,668,609$5.37B3.84%+4,702,54713F-HRTimelineGroup
Betterment LLC21,151,161$1.22B2.33%+1,024,88413F-HRTimeline
LPL Financial LLC12,844,472$744M0.2%+173,91113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,824,255$569M0.03%+6,634,29313F-HR/ATimelineGroup
Valmark Advisers, Inc.7,041,736$408M5.03%+204,65113F-HRTimeline
CWM, LLCin group CWM, LLC3,590,731$208M0.56%-1,137,75313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,299,486$191M-283,993Timeline
TEXAS PERMANENT SCHOOL FUND CORP2,994,283$173M7.93%+12,24013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,985,544$173M3.71%-130,50613F-HRTimelineGroup
Facet Wealth, Inc.2,515,602$153M2.71%-394,87413F-HRTimeline
HighTower Advisors, LLC2,015,678$117M0.13%-1,316,36813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,959,117$113M0.07%+346,51513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,954,792$113M0.01%-270,73613F-HRTimelineGroup
First Command Advisory Services, Inc.1,590,578$92.1M0.64%+278,55313F-HRTimeline
MASON STREET ADVISORS, LLC1,587,390$91.9M9.04%+225,19013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,530,807$88.7M0.13%-8,87413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,459,577$84.5M+26,219Timeline
Hancock Prospecting Pty Ltd1,410,470$81.7M2.51%013F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co1,330,000$77M1.62%+290,00013F-HR/ATimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co1,278,725$74.1M4.31%+23,59313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,276,484$73.9M0.45%+215,77613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,208,337$70M0.01%+424,35713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,171,000$67.8M0.07%+1,170,50013F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,159,789$67.2M+54,457Timeline
Cornerstone Wealth Management, LLC1,115,038$64.6M3.36%+18,00913F-HRTimeline
AlphaStar Capital Management, LLC945,434$54.8M4.02%+207,40713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC906,463$52.5M0.01%-1,58413F-HR/ATimelineGroup
JNBA Financial Advisors885,173$51.3M4.48%+24,18613F-HRTimeline
Koss-Olinger Consulting, LLC884,396$51.2M3.97%+17,07013F-HRTimeline
VICUS CAPITAL880,602$51M3.83%+237,93013F-HRTimeline
Private Advisor Group, LLC872,484$50.5M0.24%-29,63213F-HRTimeline
GREENLEAF TRUST801,325$46.4M0.43%+743,80613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA794,749$46M0.01%+28,62313F-HRTimelineGroup
HHM Wealth Advisors, LLC781,091$45.2M5.34%-27,78913F-HRTimeline
1900 WEALTH MANAGEMENT LLC743,705$43.1M2.76%+51,89713F-HRTimeline
Peterson Wealth Advisors, LLC735,546$42.6M5.68%+1,86713F-HRTimeline
RKL Wealth Management LLC712,175$41.2M3.39%+117,20013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC702,621$40.7M6.9%+84,53813F-HRTimeline
BLAIR WILLIAM & CO/IL691,040$40M0.11%+14,10013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…682,016$39.5M0.76%+26,64913F-HRTimelineGroup
Farther Finance Advisors, LLC669,570$38.8M0.42%+83,71113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…663,452$38.4M0.07%+648,37013F-HRTimelineGroup
Impact Partnership Wealth, LLC641,279$37.1M4.76%+63,36813F-HRTimeline
Composition Wealth, LLC631,056$36.5M0.52%+97,28813F-HRTimeline
BOKF, NAin group BOKF, NA553,900$32.1M0.49%-4,53113F-HRTimelineGroup
Atlas Private Wealth Advisors550,454$31.9M7.45%+24,74213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.525,998$30.5M0.21%+42,26713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC503,960$29.2M0.01%+82,21113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC495,167$28.7M0.07%+36,30613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…463,832$28M0.04%-11,03113F-HRTimeline
OARSMAN CAPITAL, INC.482,998$28M3.63%+44,67313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP472,712$27.4M0.04%+19,79413F-HR/ATimelineGroup
Gerber Kawasaki Wealth & Investment Man…470,304$27.2M0.95%+26,38513F-HRTimeline
Global Retirement Partners, LLC468,852$27.2M0.48%-8,27913F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.451,746$26.2M1.82%+14,24213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC443,821$25.7M1%+15,93713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC426,437$24.7M0.05%-3,98013F-HRTimelineGroup
Financial Strategies Group, Inc.403,487$24.4M4.41%+8,41713F-HRTimeline
Waverly Advisors, LLC415,474$24.1M0.19%+58,83413F-HRTimeline
First National Trust Co408,831$23.7M0.79%+24,16713F-HRTimeline
Integrity Advisory Solutions, LLC396,144$22.9M3.3%-9,97213F-HRTimeline
RESTON WEALTH MANAGEMENT LLC383,952$22.2M6.8%+5,92013F-HRTimeline
RFG Advisory, LLC381,104$22.1M0.42%-27,04213F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC371,967$21.5M6.31%-35213F-HRTimeline
Dakota Wealth Management356,874$20.7M0.37%-74,31613F-HR/ATimeline
Ellenbecker Investment Group347,320$20.1M2.81%+28,31413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…343,730$19.9M0.04%+51,42313F-HR/ATimelineGroup
Crews Bank & Trust341,144$19.8M2.83%-32,99713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC315,096$18.2M0.1%-70,65513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC314,417$18.2M0.02%+18,11513F-HRTimelineGroup
Geneos Wealth Management Inc.313,662$18.2M0.44%+25,67813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC306,938$17.8M1.99%+19,55313F-HRTimeline
Marathon Strategic Advisors, LLC301,232$17.4M13.32%+78,27913F-HRTimeline
Shepherd Financial Partners LLC301,134$17.4M1.62%+12,74113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC292,602$17M<0.01%+1,83413F-HRTimelineGroup
Summit Trail Advisors, LLC291,177$16.9M0.29%-8,40013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS288,069$16.7M0.01%-62,90013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …287,163$16.6M3.2%+14,99013F-HRTimelineGroup
New Perspectives, Inc282,653$16.4M5.68%+5,83713F-HRTimeline
Allworth Financial LP280,873$16.3M0.07%+23,24113F-HRTimeline
Gladstone Institutional Advisory LLC278,812$16.1M0.61%+61,97713F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…277,299$16.1M0.19%-59,79313F-HRTimelineGroup
Avior Wealth Management, LLC274,690$15.9M0.5%+26,07913F-HRTimeline
Alta Wealth Advisors LLC274,510$15.9M5.31%+13,52413F-HRTimeline
Cetera Investment Advisers266,755$15.4M0.02%-59,78313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC265,483$15.4M0.62%-49513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC263,580$15.3M0.2%-4,31813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.253,906$14.7M<0.01%+159,88513F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding250,658$14.5M+6,359Timeline
Lido Advisors, LLCin group Lido Advisors, LLC239,662$13.9M0.05%+5,18613F-HRTimelineGroup
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP235,643$13.6M3.38%+3,26113F-HRTimelineGroup
Montz Harcus Wealth Management LLC232,656$13.5M5.46%+2,86013F-HRTimeline
Bensler, LLC230,749$13.4M1.34%+19,95313F-HRTimeline
Advance Capital Management, Inc.229,709$13.3M0.56%+3,54913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO229,423$13.3M<0.01%+62,00913F-HRTimelineGroup
Cascade Financial Partners, LLC228,332$13.2M1.34%+3,27713F-HRTimeline
IAG Wealth Partners, LLC226,396$13.1M1.52%+12,63313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth221,964$12.9M0.01%+68,77613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC218,396$12.6M0.11%+16,56713F-HRTimelineGroup
Higgins & Schmidt Wealth Strategies LLC217,367$12.6M5.96%+8,89513F-HRTimeline
WBH ADVISORY INC209,498$12.1M0.9%-1,02713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC209,344$12.1M0.09%+57313F-HRTimeline
TPG Financial Advisors, LLC206,071$11.9M3.98%+27,39213F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC198,523$11.5M2.55%-481,32313F-HRTimeline
WRAPMANAGER INC194,322$11.3M3.8%-5,55113F-HRTimeline
Octavia Wealth Advisors, LLC192,426$11.1M1.06%+11,87313F-HRTimeline
Stewardship Advisors, LLC192,018$11.1M2.57%+89,01613F-HRTimeline
Cambridge Investment Research Advisors,…188,747$10.9M0.03%+7,85713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC186,599$10.8M0.01%+16,23513F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.186,518$10.8M3.8%-2,53913F-HRTimeline
PSI Advisors, LLC185,953$10.8M2.7%-11,29213F-HRTimeline
Sanctuary Advisors, LLC184,441$10.7M0.06%+4,58713F-HRTimeline
NewEdge Advisors, LLC183,062$10.6M0.04%-3,15413F-HRTimeline
Western Wealth Management, LLC181,980$10.5M0.49%-8,33513F-HRTimeline
Zhang Financial LLC176,251$10.2M0.38%+3,17913F-HRTimeline
FF Advisors,LLC174,902$10.1M4.51%+17,74813F-HRTimeline
Collaborative Wealth Managment Inc.174,808$10.1M3.57%+2,90113F-HRTimeline
Austin Private Wealth, LLC172,846$10M0.75%+10,51013F-HRTimeline
Warren Street Wealth Advisors, LLC172,139$9.97M2.86%+2,19913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding172,012$9.96M-20,390Timeline
Lumbard & Kellner, LLC170,262$9.86M3.45%-9,89113F-HRTimeline
CGN Advisors LLC169,858$9.84M0.78%-76113F-HRTimeline
Windsor Capital Management, LLC167,745$9.71M2.68%-4,80413F-HRTimeline
XY Planning Network, Inc.167,277$9.69M1.69%+84,68413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC163,586$9.47M0.04%+1,27513F-HRTimelineGroup
AlphaCore Capital LLC156,056$9.04M0.2%+133,31813F-HRTimeline
Wealthspire Advisors, LLC155,761$9.02M0.07%-8,15713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP152,021$8.8M0.01%+1313F-HRTimelineGroup
Millington Financial Advisors, LLC138,433$8.71M3.86%+1,65113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC144,296$8.36M0.01%+16,12913F-HRTimelineGroup
Berkeley Capital Partners, LLC143,068$8.29M1.95%+2,56613F-HRTimeline
BOK Financial Private Wealth, Inc.142,024$8.22M0.5%-6,11913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP137,324$7.95M<0.01%-42,47413F-HRTimelineGroup
Orion Porfolio Solutions, LLC136,696$7.92M0.06%-3,20213F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP132,527$7.67M1.04%+13,01513F-HRTimeline
Chicago Partners Investment Group LLC124,908$7.63M0.19%+2,73213F-HRTimeline
Carnegie Investment Counsel131,661$7.62M0.14%+3,42213F-HRTimeline
ABOUND FINANCIAL, LLC129,478$7.5M2.9%-2,63513F-HR/ATimeline
AF Advisors, Inc.128,000$7.41M2.82%013F-HRTimeline
Louisiana State Employees Retirement Sy…127,900$7.41M0.13%-1,30013F-HRTimeline
IHT Wealth Management, LLC127,133$7.36M0.18%+4,30513F-HRTimeline
Private Wealth Group, LLC126,564$7.33M3.52%+3,00613F-HRTimeline
INSPIRE TRUST CO, N.A.124,891$7.23M1.19%new13F-HRTimeline
OneDigital Investment Advisors LLC124,075$7.19M0.07%-28,66613F-HRTimeline
KWB Wealth122,666$7.1M0.67%+15,00313F-HRTimeline
Modera Wealth Management, LLC121,039$7.01M0.08%-3,53613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC120,940$7M0.01%-8,60113F-HRTimeline
NOTTINGHAM ADVISORS, INC.128,625$6.94M0.97%+4,31413F-HRTimeline
PINKERTON WEALTH, LLC117,010$6.78M0.69%-3,10413F-HRTimeline
Syntegra Private Wealth Group, LLC112,966$6.54M0.6%-2,67113F-HRTimeline
PECAUT & CO.109,970$6.37M2.05%-1,00713F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC109,289$6.33M0.1%+39,83713F-HRTimelineGroup
Resonant Capital Advisors, LLC107,417$6.22M0.34%+17313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC105,673$6.12M0.14%+28013F-HRTimeline
True Freedom Investing, LLC101,776$5.89M0.4%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding101,680$5.89M+5,598Timeline
Bill Few Associates, Inc.101,437$5.87M1.45%+6,14213F-HRTimeline
Symphony Financial, Ltd. Co.99,132$5.8M0.78%+1,35413F-HRTimeline
ODonnell Financial Services, LLC99,984$5.79M1.98%+4,25813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC99,668$5.77M0.39%new13F-HR/ATimeline
Tennessee Valley Asset Management Partn…99,312$5.75M0.75%+5,21413F-HRTimeline
Financial Engines Advisors L.L.C.99,257$5.75M0.01%-1,59013F-HRTimeline
Glen Eagle Advisors, LLC96,848$5.61M0.76%+8,21913F-HRTimeline
CarsonAllaria Wealth Management, Ltd.96,472$5.59M2.77%+10,03413F-HRTimeline
Pachira Investments Inc.94,297$5.46M2.66%-16,07513F-HRTimeline
CVFG LLC93,416$5.41M3.71%+2,61513F-HRTimeline
Addison Capital Co92,253$5.34M1.33%+32,93113F-HRTimeline
GeoWealth Management, LLC92,191$5.34M0.2%+9,34013F-HRTimeline
Ausdal Financial Partners, Inc.91,249$5.28M0.25%+3,08313F-HRTimeline
Hibernia Wealth Partners, LLC88,406$5.12M1.54%+43,20313F-HRTimeline
HighPoint Advisor Group LLC87,195$5.05M0.11%new13F-HRTimeline
Integrated Wealth Concepts LLC86,468$5.01M0.06%-56,02013F-HRTimeline
Register Financial Advisors LLC85,894$4.97M1.94%+6,29513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC85,356$4.94M0.11%+13513F-HRTimeline
TRUEFG, LLC83,014$4.81M1.29%+5,55813F-HRTimeline
Wealth Advisory Solutions, LLC82,772$4.79M1.12%+2,74213F-HRTimeline
VISTA INVESTMENT MANAGEMENT81,584$4.72M1.56%+5,91013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP81,066$4.69M<0.01%+14,43313F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding80,435$4.66M+2,319Timeline
Atlanta Consulting Group Advisors, LLC80,373$4.65M1.05%+46213F-HRTimeline
Beacon Pointe Advisors, LLC80,174$4.64M0.03%-2,78413F-HRTimeline
IFG Advisory, LLC79,375$4.6M0.2%+1,80113F-HRTimeline
Founders Financial Alliance, LLC78,755$4.56M0.86%-5,65213F-HRTimeline
G&S Capital LLC77,525$4.49M1.59%+3,88813F-HRTimeline
Jacksonville Wealth Management, LLC77,246$4.47M3.17%+3,11913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding77,120$4.47M+4,067Timeline
Omnitrust Wealth Management, Inc76,958$4.46M5.66%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP76,939$4.46M<0.01%-1,79313F-HRTimelineGroup
Compass Wealth Management LLC76,227$4.41M1.1%+3,04113F-HRTimeline
Aptus Capital Advisors, LLC74,477$4.31M0.04%+5,25113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC74,057$4.29M0.2%-68,43913F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …73,200$4.24M<0.01%-20,60013F-HRTimelineGroup
Mayflower Financial Advisors, LLC72,824$4.22M0.51%-4,58113F-HRTimeline
Pure Financial Advisors, LLC69,630$4.03M0.06%-2,07813F-HRTimeline
ArborFi Advisors, LLC69,576$4.03M3.27%+56913F-HRTimeline
FORONJY FINANCIAL LLC69,249$4.01M1.67%-8,67913F-HRTimeline
SOL Capital Management CO68,375$3.96M0.36%-1,20513F-HRTimeline
Zinnia Wealth Advisory, LLC66,872$3.87M4.19%13F-HRTimeline
AE Wealth Management LLC66,632$3.86M0.02%+3,51313F-HRTimeline
Quantinno Capital Management LP65,661$3.8M0.01%+98213F-HRTimeline