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Disclosery

SPSB SPDR SERIES TRUST

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ST SHOR CORP ETF (fund)

546 managers (552 13F filers) reported a position in SPSB shares at 2025-03-31, 205,961,550 shares in all. 43 filers opened a position and 55 filers sold out during the quarter.

Managers
546
13F filers
552
New
43
Added
224
Reduced
187
Sold out
55
Shares held by filers
205,961,550

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Leslie Global Wealth, LLC9,325$281K0.14%new13F-HRTimeline
Narwhal Capital Management9,304$280K0.02%new13F-HRTimeline
Snowden Capital Advisors LLC8,778$264K0.01%013F-HRTimeline
Keener Financial Planning LLC8,650$260K0.17%-21313F-HRTimeline
Cedar Point Capital Partners, LLC8,381$252K0.17%+1,06013F-HRTimeline
Collaborative Wealth Managment Inc.8,331$251K0.12%+23013F-HRTimeline
Headland Capital, LLC8,261$249K0.08%+74213F-HRTimeline
Modera Wealth Management, LLC8,234$248K<0.01%-18413F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD8,212$247K<0.01%-1,10913F-HRTimelineGroup
Investors Research Corp8,198$247K0.05%+2213F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…8,082$244K0.04%-1,00313F-HRTimeline
Private Wealth Asset Management, LLC8,100$244K0.04%13F-HRTimeline
Cresset Asset Management, LLC8,056$242K<0.01%+113F-HRTimeline
Obermeyer Wealth Partners7,984$240K0.01%013F-HRTimeline
Rinkey Investments7,952$239K0.08%+60413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC7,944$239K0.02%013F-HRTimeline
Sulzberger Capital Advisors, Inc.7,870$237K0.31%-1,80013F-HRTimeline
KELLY FINANCIAL GROUP LLC7,765$234K0.07%-11713F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG7,754$233K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.7,748$233K0.01%-1,37613F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC7,670$231K0.07%-32413F-HRTimeline
Simplicity Wealth,LLC7,630$230K0.02%new13F-HRTimeline
Chesley Taft & Associates LLC7,626$230K0.01%+52313F-HRTimeline
Key Client Fiduciary Advisors, LLC7,595$229K0.11%013F-HRTimeline
Capital Advisors, Ltd. LLC7,587$228K0.03%013F-HRTimeline
First County Bank /CT/7,565$228K0.13%new13F-HRTimeline
Towercrest Capital Management7,744$226K0.04%-3413F-HRTimeline
Cadent Capital Advisors, LLC7,500$226K0.09%+5813F-HRTimeline
Activest Wealth Management7,461$225K0.06%+5813F-HRTimeline
ARS Wealth Advisors Group, LLC7,441$224K0.03%new13F-HRTimeline
SMART Wealth LLC7,153$215K0.08%-7,69313F-HRTimeline
Alliance Wealth Management Group7,361$215K0.06%-3313F-HRTimeline
Uptown Financial Advisors LLC7,115$214K0.22%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,085$213K0.02%-32,83513F-HRTimelineGroup
CYPRESS FINANCIAL PLANNING LLC7,027$212K0.08%+15813F-HRTimeline
High Net Worth Advisory Group LLC7,000$211K0.06%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC6,997$211K<0.01%013F-HRTimelineGroup
Signal Advisors Wealth, LLC6,905$208K0.02%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,855$206K0.01%013F-HRTimeline
HFM Investment Advisors, LLC6,728$203K0.1%13F-HRTimeline
ARQ WEALTH ADVISORS, LLC6,722$202K0.08%013F-HRTimeline
Braun-Bostich & Associates Inc.6,702$202K0.15%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC6,683$201K0.08%-85313F-HRTimeline
LANARK FINANCIAL, INC.6,328$190K0.02%+6,32213F-HRTimeline
Graney & King, LLC5,647$170K0.13%+1413F-HRTimeline
UMB Bank, n.a.5,500$166K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SBI Securities Co., Ltd.5,382$162K0.01%+21413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.5,250$158K0.01%-55013F-HRTimelineGroup
FMR LLCin group FMR LLC4,964$149K<0.01%-1,46813F-HRTimelineGroup
Arax Advisory Partners4,849$146K0.01%+1,24613F-HRTimeline
BFSG, LLC4,549$137K0.02%+93613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.4,432$133K0.02%013F-HRTimeline
Realta Investment Advisors4,150$125K0.06%-6,50013F-HRTimeline
Aptus Capital Advisors, LLC3,839$116K<0.01%013F-HRTimeline
Westside Investment Management, Inc.3,800$114K0.02%013F-HRTimeline
Blue Trust, Inc.3,600$108K<0.01%013F-HRTimeline
Wells Financial Advisors INC3,499$105K0.15%-2,18013F-HRTimeline
IFP Advisors, Inc3,479$105K<0.01%+14213F-HRTimeline
Princeton Global Asset Management LLC3,435$103K0.02%+2713F-HRTimeline
OPTIMUM INVESTMENT ADVISORS3,300$99.3K0.05%013F-HRTimeline
Rialto Wealth Management, LLC3,270$98.4K0.03%-8113F-HRTimeline
CX Institutional3,221$97K<0.01%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd3,080$92.6K0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,900$87K<0.01%013F-HRTimelineGroup
MGB Wealth Management, LLC2,850$85.8K0.03%013F-HRTimeline
Crews Bank & Trust2,710$81.6K0.01%013F-HRTimeline
Clearstead Advisors, LLC2,475$74.5K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.2,338$70.4K0.01%+23813F-HRTimeline
LRI Investments, LLC2,289$68.9K0.01%+33513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,116$63.2K<0.01%+15913F-HRTimelineGroup
Stephens Consulting, LLC2,059$62K0.02%-1,06913F-HRTimeline
TD Capital Management LLC2,045$61.5K0.01%013F-HRTimeline
Columbia River Financial Group, LLC2,046$61K0.04%new13F-HRTimeline
American Capital Advisory, LLC2,000$60.2K0.03%013F-HRTimeline
Iron Horse Wealth Management, LLC1,825$54.9K0.02%-2213F-HRTimeline
HHM Wealth Advisors, LLC1,690$50.9K0.01%013F-HRTimeline
WASHINGTON TRUST Co1,671$50.3K<0.01%013F-HRTimeline
Kennebec Savings Bank1,663$50.1K0.05%+7713F-HRTimeline
NorthRock Partners, LLC1,569$47.2K<0.01%-1,57313F-HRTimeline
Richard W. Paul & Associates, LLC1,380$41.5K0.02%013F-HRTimeline
ATWOOD & PALMER INC1,325$39.9K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,286$38.7K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,266$38K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…1,251$37.7K0.04%13F-HRTimeline
Indiana Trust & Investment Management Co1,210$36.4K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,080$32.5K<0.01%-3913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,054$31.7K<0.01%+813F-HRTimelineGroup
Synergy Investment Management, LLC1,030$31K0.01%013F-HRTimeline
Glassman Wealth Services1,018$30.6K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…982$29.6K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC948$28.5K<0.01%-1,03913F-HRTimeline
OAKWORTH CAPITAL, INC.902$27.1K<0.01%-17813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS900$27.1K<0.01%-5,10013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc871$26K0.01%013F-HRTimeline
Winch Advisory Services, LLC814$24.5K0.01%-11313F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …764$23K0.01%13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB713$21.5K<0.01%013F-HRTimeline
Elite Financial, Inc.700$21K0.01%new13F-HRTimeline
MATHER GROUP, LLC.641$19.3K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC615$18.5K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.577$17.4K0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC541$16.3K<0.01%+20713F-HRTimeline
TD Waterhouse Canada Inc.543$16.3K<0.01%013F-HRTimeline
Fairman Group, LLC539$16.1K0.01%013F-HRTimeline
Bullock Wealth Management Group532$15.9K0.01%+313F-HRTimeline
Golden State Wealth Management, LLC498$15K<0.01%013F-HR/ATimeline
Trivant Custom Portfolio Group, LLC486$14.6K0.01%-53713F-HRTimeline
Cordgrass Capital Advisors, LLC484$14.6K<0.01%013F-HRTimeline
Millstone Evans Group, LLC459$13.8K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC442$13.3K0.01%013F-HR/ATimeline
Hoese & Co LLP408$12.3K0.01%013F-HRTimeline
WestEnd Advisors, LLC387$11.6K<0.01%-27313F-HRTimeline
Sound Income Strategies, LLC387$11.6K<0.01%013F-HRTimeline
MOTCO327$9.84K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC294$8.81K<0.01%+113F-HRTimeline
REDMONT WEALTH ADVISORS LLC252$7.58K0.01%new13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…226$6.8K<0.01%new13F-HRTimeline
Ridgewood Investments LLC209$6.29K<0.01%013F-HRTimeline
WealthShield Partners, LLC200$6.02K<0.01%-14513F-HRTimeline
Aventura Private Wealth, LLC199$5.99K<0.01%new13F-HRTimeline
Collier Financial191$5.74K<0.01%+213F-HRTimeline
SOA Wealth Advisors, LLC.185$5.57K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC174$5.24K<0.01%+11013F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC154$4.62K<0.01%+213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.150$4.51K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.135$4.06K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…132$3.97K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…121$3.64K<0.01%+6713F-HRTimeline
Bellwether Advisors, LLC117$3.52K<0.01%013F-HRTimeline
Bogart Wealth, LLC109$3.28K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC101$3.04K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC95$2.86K<0.01%new13F-HRTimeline
ORG Partners LLC68$2.04K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC66$1.99K<0.01%new13F-HRTimeline
Rossby Financial, LCC58$1.74K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC52$1.56K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC42$1.26K<0.01%013F-HRTimeline
Global Financial Private Client, LLC40$1.2K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC35$1.05K<0.01%new13F-HRTimeline
PMV Capital Advisers, LLC31$933<0.01%new13F-HRTimeline
Transce3nd, LLC31$933<0.01%-57513F-HRTimeline
Addison Advisors LLC20$602<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.1$31<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1$30<0.01%013F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$30<0.01%-29813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-120,27013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.