Skip to content
Disclosery

SPSB SPDR SERIES TRUST

Follow

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
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,980$268K0.01%-11,43513F-HRTimelineGroup
Keener Financial Planning LLC8,863$264K0.16%+88613F-HRTimeline
Snowden Capital Advisors LLC8,778$262K0.01%013F-HRTimeline
2UniFi Bank8,758$262K0.17%13F-HRTimeline
IAG Wealth Partners, LLC8,500$254K0.04%-1,32013F-HRTimeline
Modera Wealth Management, LLC8,418$251K<0.01%+18413F-HRTimeline
Investors Research Corp8,176$244K0.05%+9813F-HRTimeline
Collaborative Wealth Managment Inc.8,101$242K0.11%new13F-HRTimeline
Cresset Asset Management, LLC8,055$241K<0.01%+113F-HRTimeline
Bay Capital Advisors, LLC8,026$240K0.19%13F-HRTimeline
CIBC WORLD MARKET INC.8,000$239K<0.01%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC7,994$239K0.06%-6313F-HRTimeline
Obermeyer Wealth Partners7,984$238K0.01%013F-HRTimeline
PINNACLE ASSOCIATES LTD7,965$238K<0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC7,944$237K0.02%-20913F-HRTimeline
KELLY FINANCIAL GROUP LLC7,882$235K0.08%13F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG7,754$232K<0.01%013F-HRTimelineGroup
Cascade Financial Partners, LLC7,654$229K0.03%+60013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,631$228K0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC7,614$227K0.42%-5,86513F-HRTimeline
Capital Advisors, Ltd. LLC7,587$227K0.03%013F-HRTimeline
Key Client Fiduciary Advisors, LLC7,595$227K0.1%013F-HRTimeline
Towercrest Capital Management7,778$226K0.04%+6513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC7,536$225K0.09%new13F-HRTimeline
Headland Capital, LLC7,519$225K0.08%13F-HRTimeline
Cadent Capital Advisors, LLC7,442$222K0.08%+11913F-HRTimeline
Obsidian Personal Planning Solutions LLC7,375$221K0.11%new13F-HRTimeline
Activest Wealth Management7,403$221K0.06%+11813F-HRTimeline
Rinkey Investments7,348$219K0.07%013F-HRTimeline
Cedar Point Capital Partners, LLC7,321$219K0.15%-4613F-HRTimeline
Alliance Wealth Management Group7,394$214K0.06%+5113F-HRTimeline
Uptown Financial Advisors LLC7,115$212K0.23%13F-HRTimeline
Chesley Taft & Associates LLC7,103$212K0.01%+28313F-HRTimeline
High Net Worth Advisory Group LLC7,000$209K0.06%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC6,997$209K<0.01%013F-HRTimelineGroup
PFG Investments, LLC6,904$206K0.01%+4513F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC6,869$205K0.08%+8513F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,855$205K0.01%+14013F-HRTimeline
InTrack Investment Management Inc6,779$202K0.14%-80713F-HRTimeline
WJ Wealth Management, LLC6,752$202K0.07%new13F-HRTimeline
ARQ WEALTH ADVISORS, LLC6,722$201K0.08%new13F-HRTimeline
FMR LLCin group FMR LLC6,432$192K<0.01%+1,80213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6,000$179K<0.01%-301,55213F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.5,800$174K0.01%+3,69313F-HRTimelineGroup
Wells Financial Advisors INC5,679$170K0.23%+36113F-HRTimeline
Graney & King, LLC5,633$168K0.13%13F-HRTimeline
UMB Bank, n.a.5,500$164K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SBI Securities Co., Ltd.5,168$154K<0.01%13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.4,432$132K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC3,839$115K<0.01%+3,16513F-HRTimeline
Westside Investment Management, Inc.3,800$113K0.02%013F-HRTimeline
BFSG, LLC3,613$108K0.01%-26213F-HRTimeline
Arax Advisory Partners3,603$108K0.01%-1,59113F-HRTimeline
Blue Trust, Inc.3,600$107K<0.01%013F-HR/ATimeline
Princeton Global Asset Management LLC3,408$102K0.02%+5413F-HRTimeline
Rialto Wealth Management, LLC3,351$100K0.03%13F-HRTimeline
IFP Advisors, Inc3,337$99.6K<0.01%-3,31413F-HRTimeline
OPTIMUM INVESTMENT ADVISORS3,300$98.5K0.04%013F-HRTimeline
NorthRock Partners, LLC3,142$93.8K<0.01%+1,31413F-HR/ATimeline
Stephens Consulting, LLC3,128$93.4K0.02%-25313F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd3,080$91.9K0.01%+1,30013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,900$87K<0.01%013F-HRTimelineGroup
MGB Wealth Management, LLC2,850$85.1K0.03%013F-HRTimeline
Crews Bank & Trust2,710$80.9K0.01%13F-HRTimeline
MITCHELL SINKLER & STARR/PA2,685$80.2K0.02%new13F-HRTimeline
Wingate Wealth Advisors, Inc.2,534$75.7K0.07%13F-HRTimeline
Clearstead Advisors, LLC2,475$73.9K<0.01%013F-HRTimeline
Asset Dedication, LLC2,116$63.2K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.2,100$62.7K0.01%013F-HRTimeline
TD Capital Management LLC2,045$61.1K0.01%013F-HRTimeline
American Capital Advisory, LLC2,000$59.7K0.03%013F-HRTimeline
Continuum Advisory, LLC1,987$59.3K0.01%+1,05413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,957$58.5K<0.01%+26613F-HRTimelineGroup
LRI Investments, LLC1,954$58.3K0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC1,847$55.2K0.02%-6813F-HRTimeline
HHM Wealth Advisors, LLC1,690$50.5K0.01%013F-HRTimeline
WASHINGTON TRUST Co1,671$49.9K<0.01%013F-HRTimeline
Kennebec Savings Bank1,586$47.3K0.05%013F-HRTimeline
PrairieView Partners, LLC1,426$42K<0.01%-12,21713F-HRTimeline
Richard W. Paul & Associates, LLC1,380$41.2K0.02%013F-HRTimeline
ATWOOD & PALMER INC1,325$39.6K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,286$38.4K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,266$37.9K<0.01%+18613F-HRTimeline
Coppell Advisory Solutions LLC1,211$36.2K0.01%013F-HRTimeline
Indiana Trust & Investment Management Co1,210$36.1K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,119$33.4K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,080$32.2K<0.01%-60013F-HRTimeline
HOWE & RUSLING INC1,064$31.8K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,046$31.2K<0.01%-10713F-HRTimelineGroup
Synergy Investment Management, LLC1,030$30.8K0.01%13F-HRTimeline
Trivant Custom Portfolio Group, LLC1,023$30.5K0.02%+2213F-HRTimeline
Glassman Wealth Services1,018$30.4K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…982$29.3K<0.01%013F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.946$28.3K0.03%13F-HRTimeline
Winch Advisory Services, LLC927$27.7K0.01%-8113F-HRTimeline
Glass Jacobson Investment Advisors llc871$26K0.01%+2113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…800$23.9K<0.01%new13F-HRTimelineGroup
MAI Capital Management791$23.6K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …764$22.8K0.01%new13F-HRTimelineGroup
FPC INVESTMENT ADVISORY, INC.728$21.9K0.02%new13F-HRTimeline
Talon Private Wealth, LLC725$21.6K<0.01%013F-HR/ATimeline
Wilmington Savings Fund Society, FSB713$21.3K<0.01%013F-HRTimeline
Key Financial Inc700$20.9K<0.01%013F-HRTimeline
WestEnd Advisors, LLC660$19.7K<0.01%+6713F-HRTimeline
MATHER GROUP, LLC.641$19.1K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP623$18.6K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC615$18.4K<0.01%013F-HRTimeline
Transce3nd, LLC606$18.1K0.01%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.577$17.2K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.543$16.2K<0.01%013F-HRTimeline
Fairman Group, LLC539$16.1K0.01%013F-HRTimeline
Bullock Wealth Management Group529$15.8K0.01%+613F-HRTimeline
Householder Group Estate & Retirement S…518$15K0.01%-1,51513F-HRTimeline
AlphaMark Advisors, LLC508$15K0.01%-3913F-HRTimeline
Golden State Wealth Management, LLC498$14.9K<0.01%13F-HRTimeline
Cordgrass Capital Advisors, LLC484$14.5K<0.01%-1,00013F-HRTimeline
Millstone Evans Group, LLC459$13.7K0.01%13F-HRTimeline
Fourth Dimension Wealth, LLC453$13.5K0.01%13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC442$13.2K0.01%13F-HRTimeline
Hoese & Co LLP408$12.2K0.01%013F-HRTimeline
Sound Income Strategies, LLC387$11.6K<0.01%new13F-HRTimeline
WealthShield Partners, LLC345$10.3K<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC334$9.97K<0.01%013F-HRTimeline
MOTCO327$9.76K<0.01%013F-HRTimeline
Bangor Savings Bank304$9.08K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC299$8.93K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC293$8.76K<0.01%13F-HRTimeline
Beaird Harris Wealth Management, LLC275$8.21K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.274$8.18K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC250$7.46K<0.01%013F-HRTimeline
Financial Life Planners246$7.35K0.01%13F-HRTimeline
Ridgewood Investments LLC209$6.24K<0.01%013F-HRTimeline
Collier Financial189$5.65K0.01%13F-HRTimeline
SOA Wealth Advisors, LLC.185$5.52K<0.01%013F-HR/ATimeline
MB, LEVIS & ASSOCIATES, LLC152$4.55K<0.01%+213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.150$4.48K<0.01%013F-HRTimeline
SIGNATUREFD, LLC149$4.45K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.135$4.03K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…125$4K<0.01%-4413F-HRTimelineGroup
Legacy Investment Solutions, LLC132$3.94K<0.01%-40013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…132$3.94K<0.01%-40013F-HRTimelineGroup
Bellwether Advisors, LLC117$3.49K<0.01%new13F-HRTimeline
FLP Wealth Management, LLC117$3.48K0.01%13F-HRTimeline
Bogart Wealth, LLC109$3.25K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC101$3.02K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.100$2.99K<0.01%13F-HRTimeline
Tower View Wealth Management LLC92$2.75K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC64$1.91K<0.01%+6013F-HRTimelineGroup
Bray Capital Advisors60$1.79K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…54$1.61K<0.01%013F-HRTimeline
New Millennium Group LLC54$1.61K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC42$1.25K<0.01%013F-HRTimeline
Global Financial Private Client, LLC40$1.19K<0.01%+2013F-HRTimeline
WR Wealth Planners, LLC23$687<0.01%013F-HRTimeline
Addison Advisors LLC20$598<0.01%013F-HRTimeline
NewSquare Capital LLC20$597<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.6$1860.02%-6,03813F-HRTimeline
Midwest Capital Advisors, LLC2$60<0.01%13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1$30<0.01%013F-HR/ATimelineGroup
FAS Wealth Partners, Inc.1$30<0.01%013F-HRTimeline
Rakuten Securities, Inc.1$30<0.01%013F-HRTimeline
Members Trust Co25,058$748M-1,35113F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.