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Disclosery

SPMD SPDR SERIES TRUST

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SHS (fund)

807 managers (816 13F filers) reported a position in SPMD shares at 2026-03-31, 236,977,885 shares in all. 74 filers opened a position and 54 filers sold out during the quarter.

Managers
807
13F filers
816
New
74
Added
377
Reduced
248
Sold out
54
Shares held by filers
236,977,885

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Planning96,641,159$5.72B3.88%+3,972,55013F-HRTimelineGroup
Betterment LLC20,199,297$1.2B2.27%-951,86413F-HRTimeline
LPL Financial LLC12,852,544$761M0.2%+8,07213F-HRTimeline
Valmark Advisers, Inc.7,215,287$427M5.08%+173,55113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,625,797$274M+1,326,311Timeline
UBS Group AGgroup of 2 filers holding3,859,147$229M+2,399,570Timeline
MORGAN STANLEYin group MORGAN STANLEY3,797,715$225M0.01%-6,026,54013F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.2,823,459$167M3.64%-162,08513F-HRTimelineGroup
Facet Wealth, Inc.2,584,146$153M2.65%+68,54413F-HRTimeline
CWM, LLCin group CWM, LLC2,263,455$134M0.35%-1,327,27613F-HRTimelineGroup
HighTower Advisors, LLC1,996,959$118M0.13%-18,71913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,948,480$115M0.07%-10,63713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,931,806$114M0.01%-22,98613F-HRTimelineGroup
First Command Advisory Services, Inc.1,827,743$108M0.73%+237,16513F-HRTimeline
MASON STREET ADVISORS, LLC1,561,969$92.5M9.04%-25,42113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,444,297$85.5M0.02%+235,96013F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,434,068$84.9M0.52%+157,58413F-HRTimelineGroup
Hancock Prospecting Pty Ltd1,410,470$83.5M2.51%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,351,739$80.1M0.12%-179,06813F-HRTimelineGroup
Auto-Owners Insurance Coin group Auto-Owners Insurance Co1,330,000$78.7M1.65%013F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co1,293,637$76.6M3.7%+14,91213F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,231,818$72.9M+72,029Timeline
Cornerstone Wealth Management, LLC1,116,124$66.1M3.31%+1,08613F-HRTimeline
Koss-Olinger Consulting, LLC1,063,343$63M5.28%+178,94713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,048,799$62.1M0.02%+544,83913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC921,272$54.6M0.01%+14,80913F-HRTimelineGroup
VICUS CAPITAL916,169$54.3M3.99%+35,56713F-HRTimeline
GREENLEAF TRUST901,608$53.4M0.52%+100,28313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA865,545$51.3M0.01%+70,79613F-HRTimelineGroup
JNBA Financial Advisors851,280$50.4M4.2%-33,89313F-HRTimeline
Private Advisor Group, LLC846,222$50.1M0.24%-26,26213F-HRTimeline
BLAIR WILLIAM & CO/IL838,805$49.7M0.14%+147,76513F-HRTimeline
BOKF, NAin group BOKF, NA825,398$48.9M0.75%+271,49813F-HRTimelineGroup
HHM Wealth Advisors, LLC814,372$48.2M5.56%+33,28113F-HRTimeline
AlphaStar Capital Management, LLC807,648$47.8M3.53%-137,78613F-HRTimeline
Farther Finance Advisors, LLC797,017$47.6M0.45%+127,44713F-HRTimeline
1900 WEALTH MANAGEMENT LLC756,760$44.8M2.88%+13,05513F-HRTimeline
Composition Wealth, LLC743,651$44M0.61%+112,59513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…737,838$43.7M0.79%+55,82213F-HRTimelineGroup
Peterson Wealth Advisors, LLC730,796$43.3M5.76%-4,75013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC717,188$42.5M7.26%+14,56713F-HRTimeline
RKL Wealth Management LLC679,439$40.2M3.62%-32,73613F-HRTimeline
Impact Partnership Wealth, LLC646,479$38.3M4.73%+5,20013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.613,104$35.5M0.23%+87,10613F-HRTimelineGroup
OARSMAN CAPITAL, INC.590,328$35M4.34%+107,33013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/570,200$33.8M0.03%-600,80013F-HRTimelineGroup
Atlas Private Wealth Advisors550,238$32.6M7.67%-21613F-HRTimeline
TEXAS PERMANENT SCHOOL FUND CORP521,398$30.9M1.14%-2,472,88513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.508,210$30.1M<0.01%+254,30413F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…499,427$29.6M0.94%+29,12313F-HRTimeline
TSG Advice Partners, LLC476,138$28.2M4.22%+457,83913F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.470,043$27.8M1.89%+18,29713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP480,568$27.8M0.04%+7,85613F-HRTimelineGroup
Waverly Advisors, LLC467,052$27.7M0.21%+51,57813F-HRTimeline
Financial Strategies Group, Inc.429,850$27.5M4.59%+26,36313F-HRTimeline
MML INVESTORS SERVICES, LLC461,977$27.4M0.08%-33,19013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC443,169$26.2M0.05%+16,73213F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC422,062$25M0.99%-21,75913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…510,122$24.6M0.05%+46,29013F-HRTimeline
First National Trust Co406,826$24.1M0.82%-2,00513F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…406,468$24.1M0.28%+129,16913F-HRTimelineGroup
Integrity Advisory Solutions, LLC404,179$23.9M3.16%+8,03513F-HRTimeline
Dakota Wealth Management402,793$23.9M0.52%+45,91913F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…400,690$23.7M0.05%-262,76213F-HRTimelineGroup
SUN LIFE FINANCIAL INCin group SUN LIFE FINANCIAL INC398,410$23.6M1.34%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC387,471$22.9M0.03%+243,17513F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …386,070$22.9M1.24%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…384,005$22.7M0.04%+40,27513F-HRTimelineGroup
Ellenbecker Investment Group381,732$22.6M3.04%+34,41213F-HRTimeline
Octavia Wealth Advisors, LLC364,922$21.6M2.07%+172,49613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC363,390$21.5M0.01%+176,79113F-HRTimelineGroup
RFG Advisory, LLC347,950$20.6M0.38%-33,15413F-HRTimeline
RESTON WEALTH MANAGEMENT LLC342,090$20.3M6.21%-41,86213F-HRTimeline
Independent Advisor Alliance337,421$20M0.21%+285,01313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC331,194$19.6M2.17%+24,25613F-HRTimeline
Crews Bank & Trust328,133$19.4M2.82%-13,01113F-HRTimeline
Marathon Strategic Advisors, LLC326,708$19.3M13.91%+25,47613F-HRTimeline
Geneos Wealth Management Inc.326,197$19.3M0.45%+12,53513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding307,223$18.2M+56,565Timeline
Mariner, LLCin group Mariner, LLC304,418$18M0.02%-9,99913F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC301,052$17.8M0.09%-14,04413F-HRTimelineGroup
Allworth Financial LP300,883$17.8M0.07%+20,01013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …299,322$17.7M3.15%+12,15913F-HRTimelineGroup
Shepherd Financial Partners LLC295,835$17.5M1.66%-5,29913F-HRTimeline
Alta Wealth Advisors LLC294,650$17.4M5.67%+20,14013F-HRTimeline
New Perspectives, Inc292,424$17.3M6%+9,77113F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.291,283$17.2M0.02%13F-HRTimelineGroup
Avior Wealth Management, LLC286,401$17M0.48%+11,71113F-HRTimeline
Gladstone Institutional Advisory LLC286,365$17M0.63%+7,55313F-HRTimeline
Summit Trail Advisors, LLC276,328$16.4M0.23%-14,84913F-HRTimeline
Cetera Investment Advisers274,600$16.3M0.02%+7,84513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO282,079$16.2M<0.01%+52,65613F-HR/ATimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC268,701$15.9M0.2%+5,12113F-HRTimeline
Venture Visionary Partners LLC265,472$15.7M0.52%+255,61813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC260,723$15.4M<0.01%-31,87913F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC255,766$15.1M0.06%+16,10413F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC255,038$15.1M0.66%-10,44513F-HRTimeline
Montz Harcus Wealth Management LLC240,095$14.2M5.74%+7,43913F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP238,467$14.1M3.52%+2,82413F-HRTimelineGroup
Cascade Financial Partners, LLC237,889$14.1M1.45%+9,55713F-HRTimeline
Bensler, LLC236,196$14M1.44%+5,44713F-HRTimeline
IAG Wealth Partners, LLC229,671$13.6M1.52%+3,27513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth223,086$13.2M0.01%+1,12213F-HRTimelineGroup
Higgins & Schmidt Wealth Strategies LLC222,433$13.2M6.02%+5,06613F-HRTimeline
TPG Financial Advisors, LLC220,883$13.1M4.25%+14,81213F-HRTimeline
Western Wealth Management, LLC216,438$12.8M0.49%+34,45813F-HR/ATimeline
WBH ADVISORY INC211,868$12.6M0.95%+2,37013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC204,578$12.1M0.09%-4,76613F-HRTimeline
PSI Advisors, LLC204,562$12.1M2.9%+18,60913F-HRTimeline
FF Advisors,LLC188,220$12M4.86%+13,31813F-HRTimeline
WRAPMANAGER INC201,846$12M4.15%+7,52413F-HRTimeline
Stewardship Advisors, LLC198,510$11.8M2.7%+6,49213F-HRTimeline
My Portfolio Guide, LLC198,060$11.7M6.49%13F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC192,961$11.4M3.27%-179,00613F-HRTimeline
Beacon Pointe Advisors, LLC189,067$11.2M0.06%+108,89313F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.188,869$11.2M3.89%+2,35113F-HRTimeline
Sanctuary Advisors, LLC184,237$10.9M0.06%-20413F-HRTimeline
NewEdge Advisors, LLC182,580$10.8M0.04%-48213F-HR/ATimeline
XY Planning Network, Inc.179,274$10.7M1.71%+11,99713F-HRTimeline
Collaborative Wealth Managment Inc.175,072$10.4M4.78%+26413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding174,584$10.3M+2,572Timeline
Lumbard & Kellner, LLC172,588$10.2M3.54%+2,32613F-HRTimeline
Zhang Financial LLC171,919$10.2M0.35%-4,33213F-HRTimeline
CGN Advisors LLC169,421$10M0.79%-43713F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC169,007$10M2.21%-29,51613F-HRTimeline
Warren Street Wealth Advisors, LLC168,642$9.99M2.55%-3,49713F-HRTimeline
Cambridge Investment Research Advisors,…167,116$9.9M0.03%-21,63113F-HRTimeline
Integrated Wealth Concepts LLC166,472$9.86M0.08%+80,00413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC165,486$9.8M0.04%+1,90013F-HRTimelineGroup
Windsor Capital Management, LLC162,578$9.63M2.71%-5,16713F-HRTimeline
NOTTINGHAM ADVISORS, INC.162,020$9.59M1.23%+33,39513F-HRTimeline
Louisiana State Employees Retirement Sy…161,400$9.56M0.17%+33,50013F-HRTimeline
Worth Financial Advisory Group, LLC7,778$9.54M4.26%-7,58613F-HRTimeline
Wealthspire Advisors, LLC151,128$8.95M0.07%-4,63313F-HRTimeline
Millington Financial Advisors, LLC139,657$8.92M3.76%+1,22413F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP147,263$8.72M1.21%+14,73613F-HRTimeline
Berkeley Capital Partners, LLC146,051$8.65M2.01%+2,98313F-HRTimeline
BOK Financial Private Wealth, Inc.142,538$8.44M0.51%+51413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP137,890$8.17M<0.01%+56613F-HRTimelineGroup
Chicago Partners Investment Group LLC127,760$8.14M0.18%+2,85213F-HRTimeline
AlphaCore Capital LLC137,215$8.13M0.19%-18,84113F-HRTimeline
RETIREMITTEN FINANCIAL LLC136,630$8.09M3.91%13F-HRTimeline
IHT Wealth Management, LLC134,141$7.94M0.18%+7,00813F-HRTimeline
Carnegie Investment Counsel132,763$7.86M0.15%+1,10213F-HRTimeline
Orion Porfolio Solutions, LLC131,851$7.81M0.07%-4,84513F-HRTimeline
INSPIRE TRUST CO, N.A.130,612$7.73M1.19%+5,72113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC129,439$7.67M0.12%+20,15013F-HRTimelineGroup
Private Wealth Group, LLC128,108$7.59M3.54%+1,54413F-HR/ATimeline
AF Advisors, Inc.128,000$7.58M4.19%013F-HRTimeline
Spectrum Advisors, Inc.126,598$7.5M5.92%13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC122,191$7.24M0.11%+110,68513F-HRTimelineGroup
CONSOLIDATED CAPITAL MANAGEMENT, LLC121,143$7.17M2.32%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding120,488$7.14M+18,808Timeline
OneDigital Investment Advisors LLC120,480$7.13M0.07%-3,59513F-HRTimeline
KWB Wealth122,356$7.09M0.7%-31013F-HRTimeline
ABOUND FINANCIAL, LLC117,294$6.95M3.03%-12,18413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC117,044$6.93M0.15%+31,68813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC116,259$6.88M0.01%-4,68113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC107,351$6.36M0.14%+1,67813F-HR/ATimeline
Resonant Capital Advisors, LLC106,696$6.32M0.33%-72113F-HRTimeline
Modera Wealth Management, LLC106,608$6.31M0.08%-14,43113F-HRTimeline
PECAUT & CO.106,001$6.28M2.04%-3,96913F-HRTimeline
CarsonAllaria Wealth Management, Ltd.105,034$6.22M3.07%+8,56213F-HRTimeline
PINKERTON WEALTH, LLC106,823$6.19M0.56%-10,18713F-HRTimeline
Arkadios Wealth Advisors104,389$6.18M0.1%+86,43213F-HRTimeline
Bill Few Associates, Inc.104,289$6.18M1.48%+2,85213F-HRTimeline
Quantinno Capital Management LP103,510$6.13M0.01%+37,84913F-HRTimeline
Addison Capital Co102,970$6.1M1.08%+10,71713F-HRTimeline
ODonnell Financial Services, LLC102,969$6.09M2.1%+2,98513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC101,127$5.99M0.41%+1,45913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…100,952$5.98M0.16%+100,92913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.100,752$5.97M0.09%+49,49813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP102,761$5.96M<0.01%+21,69513F-HRTimelineGroup
NorthCrest Asset Manangement, LLC98,414$5.88M0.18%+42,58913F-HRTimeline
CVFG LLC98,614$5.84M0.73%+5,19813F-HRTimeline
True Freedom Investing, LLC98,532$5.84M0.45%-3,24413F-HRTimeline
Advance Capital Management, Inc.96,776$5.73M0.22%-132,93313F-HRTimeline
Financial Engines Advisors L.L.C.96,478$5.71M0.01%-2,77913F-HRTimeline
Ausdal Financial Partners, Inc.92,501$5.48M0.24%+1,25213F-HRTimeline
GeoWealth Management, LLC91,226$5.4M0.19%-96513F-HRTimeline
Jacksonville Wealth Management, LLC90,849$5.38M3.63%+13,60313F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding89,957$5.33M+12,837Timeline
Wealth Advisory Solutions, LLC89,331$5.29M1.18%+6,55913F-HRTimeline
HighPoint Advisor Group LLC88,672$5.25M0.22%+1,47713F-HRTimeline
Register Financial Advisors LLC88,271$5.23M1.93%+2,37713F-HRTimeline
World Investment Advisors86,811$5.14M0.08%+57,51813F-HRTimeline
Hibernia Wealth Partners, LLC86,425$5.12M1.51%-1,98113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP84,911$5.03M<0.01%+7,97213F-HRTimelineGroup
Pachira Investments Inc.84,443$5M2.34%-9,85413F-HRTimeline
Aptus Capital Advisors, LLC84,094$4.98M0.04%+9,61713F-HRTimeline
Founders Financial Alliance, LLC84,061$4.98M0.9%+5,30613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC83,785$4.96M0.22%+9,72813F-HRTimeline
TRUEFG, LLC83,537$4.95M1.31%+52313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP83,465$4.94M0.01%-68,55613F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT78,735$4.66M1.56%-2,84913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC76,700$4.54M0.01%new13F-HRTimeline
Robinswood Financial LLC76,688$4.54M1.43%+11,58013F-HR/ATimeline
Omnitrust Wealth Management, Inc76,589$4.54M5.87%-36913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …76,488$4.53M0.26%new13F-HRTimeline
Manhattan West Asset Management, LLC74,685$4.42M0.87%+9,24413F-HRTimeline