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Disclosery

SPMD SPDR SERIES TRUST

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SHS (fund)

Filings received so far for Q3 2026: 41 13F filers report a position in SPMD shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Farther Finance Advisors, LLC947,740$59.7M0.42%+55,38113F-HRTimeline
Peterson Wealth Advisors, LLC778,920$49.1M5.7%+30,63613F-HRTimeline
Montz Harcus Wealth Management LLC261,586$16.5M5.78%+4,40713F-HRTimeline
Venture Visionary Partners LLC257,445$16.2M0.43%-42313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC195,020$12.3M0.18%+19,76013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC148,661$9.37M0.26%new13F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC141,256$8.9M1.81%-10,15713F-HRTimeline
Bill Few Associates, Inc.110,717$6.98M1.45%+3,61313F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.74,502$4.7M2.16%+8,74613F-HR/ATimeline
Post Resch Tallon Group Inc.64,204$4.05M2.78%+3,59213F-HRTimeline
Breakwater Capital Group54,838$3.46M0.41%+4,59313F-HRTimeline
Financial Enhancement Group LLC38,979$2.49M0.29%-22513F-HRTimeline
Wealth Enhancement Trust Services, Inc.29,828$1.88M0.2%+66813F-HRTimeline
Delta Wealth Advisors LLC25,553$1.61M1.11%+92913F-HRTimeline
CoreCap Advisors, LLC24,507$1.54M0.04%-25513F-HRTimeline
Apella Capital, LLC22,871$1.46M0.02%+2,05513F-HRTimeline
Wedmont Private Capital22,215$1.42M0.03%+11113F-HRTimeline
Worth Asset Management, LLC22,329$1.41M0.41%+3713F-HRTimeline
Balefire, LLC21,792$1.37M0.22%+5,51413F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV19,065$1.2M1.03%-14213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC14,507$933K0.13%-22413F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC12,212$770K0.18%-1713F-HRTimeline
Taylor & Morgan Wealth Management, LLC11,401$719K0.35%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC9,666$609K0.41%-32513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC6,361$401K0.03%+1,85613F-HRTimeline
Planning Strategies Inc.5,997$378K0.22%-1313F-HRTimeline
SigFig Wealth Management, LLC5,658$357K0.01%-513F-HRTimeline
Acropolis Investment Management, LLC5,487$346K0.01%+55813F-HRTimeline
DECISION INVESTMENTS, INC4,810$303K0.28%013F-HRTimeline
Valeo Financial Advisors, LLC4,712$297K0.01%-3213F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV4,191$264K0.03%-12013F-HRTimeline
YHB Investment Advisors, Inc.3,392$214K0.01%+9913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,017$127K0.01%-3513F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…1,506$94.9K0.06%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,059$66.8K0.01%013F-HRTimeline
Polaris Financial Partners797$51K0.02%13F-HRTimeline
Trust Co756$47.7K<0.01%+42513F-HRTimeline
GAMMA Investing LLC706$44.5K<0.01%013F-HRTimeline
CX Institutional656$41K<0.01%-58013F-HRTimeline
Bullock Wealth Management Group87$5.55K<0.01%013F-HRTimeline
Pacifica Partners Inc.71$4.55K<0.01%013F-HRTimeline