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Disclosery

SPSB SPDR SERIES TRUST

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ST SHOR CORP ETF (fund)

562 managers (569 13F filers) reported a position in SPSB shares at 2024-12-31, 207,158,359 shares in all. 37 filers opened a position and 37 filers sold out during the quarter.

Managers
562
13F filers
569
New
37
Added
221
Reduced
170
Sold out
37
Shares held by filers
207,158,359

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Manske Wealth Management69,145$2.06M0.82%13F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC68,315$2.04M1.09%-30,50213F-HRTimeline
HRT FINANCIAL LP67,735$2.02M0.01%-55,21313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC67,333$2.01M0.15%new13F-HRTimeline
Portside Wealth Group, LLC65,231$1.95M0.32%+14,67813F-HR/ATimeline
Mutual Advisors, LLC64,650$1.93M0.06%+2,89113F-HRTimeline
NewEdge Advisors, LLC64,769$1.93M0.01%+9,93613F-HRTimeline
Thrive Capital Management, LLC64,101$1.91M0.88%-11,94013F-HRTimeline
Sigma Planning Corp62,849$1.88M0.06%+1,77313F-HRTimeline
Betterment LLC62,555$1.87M<0.01%-92813F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA62,339$1.87M0.09%+5,94913F-HRTimeline
MidAtlantic Capital Management, Inc.60,903$1.82M1.33%-4613F-HRTimeline
Whitcomb & Hess, Inc.59,713$1.78M0.55%-47513F-HRTimeline
Wescott Financial Advisory Group, LLC59,224$1.77M0.18%+55313F-HRTimeline
Alpha Omega Wealth Management LLC58,880$1.76M0.33%-1,41313F-HRTimeline
Roundview Capital LLC58,065$1.73M0.12%+1,26113F-HRTimeline
Lifeworks Advisors, LLC57,218$1.71M0.31%+75413F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC56,983$1.7M0.05%-5,10213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…56,678$1.69M0.13%-3,93013F-HRTimeline
Tranquilli Financial Advisor LLC53,365$1.59M1.01%-27,03213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC53,260$1.59M0.08%-8,47213F-HRTimeline
MainStreet Investment Advisors LLC53,227$1.59M0.22%+8,16113F-HRTimeline
Sowell Financial Services LLC53,189$1.59M0.08%new13F-HRTimeline
Echo Wealth Management, LLC53,137$1.59M1.1%+37913F-HRTimeline
First Horizon Advisors, Inc.53,036$1.58M0.04%+2,35313F-HRTimeline
Penobscot Investment Management Company…51,910$1.55M0.14%+2,30013F-HRTimeline
Caitlin John, LLC51,619$1.54M1.05%-6,39813F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.51,111$1.53M0.18%-2,70013F-HRTimeline
Astoria Portfolio Advisors LLC.50,824$1.52M0.54%-1,81413F-HRTimeline
AE Wealth Management LLC50,602$1.51M0.01%-93,06813F-HRTimeline
BLB&B Advisors, LLC50,384$1.5M0.08%-3,78413F-HRTimeline
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC50,284$1.5M0.03%013F-HRTimelineGroup
Capital Investment Services of America,…50,073$1.5M0.14%013F-HRTimeline
OLIO Financial Planning50,043$1.49M0.52%new13F-HRTimeline
BLAIR WILLIAM & CO/IL48,969$1.46M<0.01%+5,78413F-HRTimeline
FCA CORP /TX48,925$1.46M0.46%+2,47613F-HRTimeline
Wood Tarver Financial Group, LLC48,823$1.46M0.49%13F-HRTimeline
Larson Financial Group LLC48,688$1.45M0.08%-7,65413F-HRTimeline
Jacobi Capital Management LLC48,656$1.45M0.11%+6,51413F-HRTimeline
Argent Trust Co48,391$1.44M0.06%-8,97913F-HRTimeline
Private Wealth Group, LLC47,699$1.42M0.7%-90113F-HRTimeline
Fonville Wealth Management LLC46,591$1.39M0.46%-30513F-HRTimeline
SeaBridge Investment Advisors LLC45,977$1.37M0.29%+42913F-HRTimeline
Sharper & Granite LLC45,597$1.36M0.6%+6,35513F-HRTimeline
Foundations Investment Advisors, LLC44,939$1.34M0.03%+27,53713F-HRTimeline
Tradewinds Capital Management, LLC44,843$1.34M0.35%new13F-HRTimeline
Rockbridge Investment Management, LCC43,633$1.3M0.17%-96113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS43,198$1.29M<0.01%+1,90513F-HRTimeline
FULLCIRCLE WEALTH LLC42,979$1.29M0.53%+12,08213F-HRTimeline
SeaCrest Wealth Management, LLC41,869$1.25M0.13%-1013F-HRTimeline
B. Riley Wealth Advisors, Inc.41,719$1.25M0.04%-2,86613F-HRTimeline
Windward Private Wealth Management Inc.40,262$1.2M0.47%-3,27613F-HRTimeline
Ashton Thomas Private Wealth, LLC40,091$1.2M0.05%-11,68313F-HRTimeline
Orion Capital Management LLC40,065$1.2M0.53%+3,39213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.39,920$1.19M0.08%013F-HRTimelineGroup
Greenwich Wealth Management LLC39,580$1.18M0.08%+4,35013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC38,931$1.16M0.11%-713F-HRTimelineGroup
PFG Advisors38,487$1.15M0.07%+33513F-HRTimeline
Koshinski Asset Management, Inc.38,414$1.15M0.1%-69613F-HRTimeline
Wealthspire Advisors, LLC38,204$1.14M0.01%-1,33913F-HRTimeline
Mechanics Financial Corp37,948$1.13M0.51%+4,25013F-HRTimeline
CITY HOLDING CO37,761$1.13M0.16%+3,35013F-HRTimeline
OneDigital Investment Advisors LLC37,616$1.12M0.01%+11,51613F-HRTimeline
Meridian Financial Advisors, LLC37,003$1.1M0.76%+50113F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth36,949$1.1M0.02%-7,92413F-HRTimelineGroup
Western Wealth Management, LLC35,387$1.06M0.07%+15,02513F-HR/ATimeline
Mayflower Financial Advisors, LLC35,305$1.05M0.16%013F-HRTimeline
CW Advisors, LLC34,970$1.04M0.01%+55313F-HRTimeline
GenTrust, LLC34,953$1.04M0.05%-3,40413F-HRTimeline
Kohmann Bosshard Financial Services, LLC34,401$1.03M0.12%+45913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC34,263$1.02M0.03%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV34,202$1.02M<0.01%-7,27913F-HRTimeline
Main Street Financial Solutions, LLC34,047$1.02M0.1%new13F-HRTimeline
Trivium Point Advisory, LLC33,314$995K0.13%+1,03313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC32,983$985K0.01%-2,70013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC32,966$984K0.03%+3,37213F-HRTimeline
IFG Advisory, LLC32,933$983K0.06%+1,86613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …32,171$961K0.08%+2,07413F-HR/ATimeline
New Century Financial Group, LLC32,045$957K0.41%-7,90613F-HRTimeline
Wealthspire Retirement, LLC31,234$933K0.07%+4,80113F-HRTimeline
&PARTNERS30,942$924K0.01%+16,28813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP28,912$863K<0.01%013F-HRTimelineGroup
Koss-Olinger Consulting, LLC28,353$847K0.07%013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.28,080$838K0.09%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp27,214$813K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.26,856$802K0.26%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding26,511$791K+3,809Timeline
FOUNDERS FINANCIAL SECURITIES LLC26,376$788K0.07%-9,66513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…26,363$787K0.28%-20313F-HRTimeline
PRIVATE TRUST CO NA26,194$782K0.08%-5513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC25,219$753K<0.01%new13F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC25,054$748K0.06%+6,98513F-HRTimeline
Lion Street Advisors, LLC24,573$734K0.23%+2,20513F-HRTimeline
Prime Capital Investment Advisors, LLC24,527$732K0.01%-5,66213F-HRTimeline
YHB Investment Advisors, Inc.24,513$732K0.06%+5,17513F-HRTimeline
Trail Ridge Investment Advisors, LLC24,196$722K0.34%+14513F-HRTimeline
Integrated Wealth Concepts LLC23,475$701K0.01%+1,97413F-HRTimeline
Bragg Financial Advisors, Inc23,350$697K0.03%new13F-HRTimeline
Zhang Financial LLC23,189$692K0.04%013F-HRTimeline
Advisors Asset Management, Inc.23,162$692K0.01%+3,36013F-HR/ATimeline
Bluespring Wealth Management, LLC22,778$680K0.07%-3,84513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,759$680K<0.01%+9,74713F-HRTimelineGroup
Convergence Financial, LLC22,660$677K0.13%-265,30513F-HRTimeline
SpringVest Wealth Management LLC22,640$676K0.58%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,411$669K<0.01%-214,27613F-HRTimelineGroup
Destiny Capital Corp/CO22,404$669K0.41%013F-HRTimeline
Stone Summit Wealth LLC22,021$658K0.22%-35013F-HRTimeline
Wealthstar Advisors, LLC21,995$657K0.29%13F-HRTimeline
Global Retirement Partners, LLC21,772$650K0.02%+7,97213F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …21,603$645K0.21%-33813F-HRTimeline
Austin Private Wealth, LLC21,415$639K0.06%+13313F-HRTimeline
Vectors Research Management, LLC21,256$635K0.22%-40,24113F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …21,119$631K0.01%+2,59013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC21,016$628K0.03%+1,64813F-HRTimeline
Running Point Capital Advisors, LLC20,698$618K0.21%+11313F-HRTimeline
Per Stirling Capital Management, LLC.20,561$614K0.09%-44113F-HRTimeline
Mustard Seed Financial, LLC20,494$612K0.5%+13313F-HRTimeline
Gradient Capital Advisors, LLC20,438$610K0.2%+1,13113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC19,968$596K0.02%-22,07513F-HRTimeline
BEAM WEALTH ADVISORS, INC.19,822$592K0.19%-27813F-HRTimeline
Galvin, Gaustad & Stein, LLC19,820$592K0.05%-50213F-HRTimeline
PKS Advisory Services, LLC18,503$553K0.14%13F-HRTimeline
Marion Wealth Management18,427$550K0.15%+30413F-HRTimeline
Goldstone Financial Group, LLC17,174$513K0.08%+2,31413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC16,946$507K<0.01%+2,62513F-HRTimelineGroup
Aspire Private Capital, LLC16,941$506K0.13%+2,58113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT16,545$494K0.06%-2313F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC16,210$484K0.22%-25013F-HRTimeline
AMARA FINANCIAL, LLC.16,198$484K0.45%-16,26413F-HRTimeline
Breakwater Investment Management15,857$473K0.2%013F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,791$472K0.01%+2,48913F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO15,761$471K<0.01%-73,51113F-HRTimelineGroup
United Community Bankin group United Community Bank15,671$468K0.18%-2,69513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC15,588$465K<0.01%-2,23413F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…15,524$464K0.04%+1313F-HRTimelineGroup
MA Private Wealth15,389$460K0.09%+3,91113F-HRTimeline
Narus Financial Partners, LLC15,343$458K0.15%+71213F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC15,243$455K0.17%-13613F-HRTimeline
Tilson Financial Group, Inc.15,075$450K0.18%-3,29113F-HRTimeline
Cottage Street Advisors LLC14,909$445K0.23%+3,03713F-HRTimeline
SMART Wealth LLC14,846$443K0.16%-31,65413F-HRTimeline
GEM Asset Management, LLC14,825$443K0.25%013F-HRTimeline
AdvisorNet Financial, Inc14,721$440K0.04%+1,98813F-HRTimeline
J.W. COLE ADVISORS, INC.14,647$437K0.02%-65813F-HRTimeline
GWN SECURITIES INC.14,603$436K0.12%13F-HRTimeline
MGO ONE SEVEN LLC14,506$433K0.02%-26,38713F-HRTimeline
Altiora Financial Group, LLC14,498$433K0.09%013F-HRTimeline
Vise Technologies, Inc.14,464$432K0.04%-1,26513F-HRTimeline
BCK Partners, Inc.14,400$430K0.26%-4,99713F-HRTimeline
AJ Advisors, LLC14,257$426K0.22%-36113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14,156$423K<0.01%-2,10113F-HRTimelineGroup
Baltimore-Washington Financial Advisors…13,940$416K0.02%-1,47213F-HRTimeline
LexAurum Advisors, LLC13,909$415K0.08%+5,76213F-HRTimeline
May Hill Capital, LLC13,879$414K0.16%13F-HRTimeline
OPTIMA CAPITAL LLC13,629$407K0.28%13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC13,336$398K0.3%+4,12513F-HRTimeline
Integrity Financial Corp /WA13,325$398K0.23%+19213F-HRTimeline
LEE DANNER & BASS INC13,250$396K0.03%new13F-HRTimeline
Sovran Advisors, LLC13,076$390K0.06%13F-HRTimeline
Leelyn Smith, LLC13,034$389K0.07%new13F-HRTimeline
World Investment Advisors12,939$386K0.01%+2,70313F-HRTimeline
Fiduciary Group, LLC12,923$386K0.04%+33313F-HRTimeline
Better Money Decisions, LLC12,781$382K0.26%+3,34913F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.12,703$379K0.29%13F-HRTimeline
Alliance Wealth Advisors, LLC /UT12,570$375K0.1%+4,65913F-HRTimeline
Crestwood Advisors Group, LLC12,500$373K0.01%013F-HRTimeline
Ceeto Capital Group, LLC12,500$373K0.14%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,463$372K0.02%+38913F-HR/ATimelineGroup
Quantum Private Wealth, LLC12,364$369K0.12%013F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC12,312$368K0.4%13F-HRTimeline
RDA Financial Network12,227$365K0.11%+1,19013F-HRTimeline
Windsor Capital Management, LLC12,111$362K0.11%-113F-HRTimeline
Portland Financial Advisors Inc12,059$360K0.97%13F-HRTimeline
Farther Finance Advisors, LLC11,821$353K0.01%+37313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11,642$348K<0.01%new13F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC11,530$344K0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA11,130$332K0.01%13F-HR/ATimeline
WBH ADVISORY INC11,033$329K0.03%013F-HRTimeline
Realta Investment Advisors10,650$318K0.13%+50013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…10,610$317K<0.01%-69313F-HRTimelineGroup
Belpointe Asset Management LLC10,507$317K0.02%+813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC10,603$317K0.12%-10,89813F-HRTimeline
GK Wealth Management LLC10,560$315K0.4%13F-HRTimeline
NORDEN GROUP LLC10,493$313K0.04%-30513F-HRTimeline
Integrity Wealth Solutions LLC10,460$312K0.17%+16213F-HRTimeline
New Hampshire Trust10,306$308K0.06%+54013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC10,220$305K0.03%-29513F-HRTimeline
Traction Financial Partners, LLC10,215$305K0.24%-1,37013F-HRTimeline
Diligent Investors, LLC10,116$302K0.07%+5913F-HRTimeline
Mathes Company, Inc.10,000$299K0.11%013F-HRTimeline
WT Wealth Management10,000$299K0.09%013F-HRTimeline
Anchor Investment Management, LLC9,700$290K0.03%013F-HRTimeline
Sulzberger Capital Advisors, Inc.9,670$289K0.33%13F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC9,596$287K0.06%-1,16813F-HRTimeline
SkyOak Wealth, LLC9,502$284K0.06%013F-HRTimeline
REINHART PARTNERS, LLC.9,500$284K0.01%013F-HRTimeline
Octavia Wealth Advisors, LLC9,452$282K0.03%013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD9,321$278K<0.01%-313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.9,124$272K0.01%+1,13913F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…9,085$270K0.04%+18513F-HRTimeline