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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
Creative Planningin group Creative Planning40,362,015$1.21B1.17%+3,267,77113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO37,579,708$1.12B0.09%+18,467,26713F-HRTimelineGroup
Valmark Advisers, Inc.7,491,014$224M3.47%+118,70613F-HRTimeline
LPL Financial LLC5,665,572$169M0.07%+284,98213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,160,825$154M0.01%+885,19313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,962,320$148M0.01%-58,57313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,736,116$141M-158,445Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,892,091$116M0.22%+194,69513F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP3,449,400$103M<0.01%-29,60313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,522,631$75.3M0.02%+391,68413F-HRTimelineGroup
Advisory Alpha, LLC2,401,364$71.7M2.55%+59,51613F-HRTimeline
MCF Advisors LLC2,372,259$70.8M4.97%+358,44613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,102,143$62.8M0.01%+57,62613F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding1,909,874$57M-645,091Timeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,872,162$55.9M0.17%-32,45213F-HRTimelineGroup
Rockwood Wealth Management, LLC1,790,843$53.5M5.77%+1,726,59913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC1,778,300$53.1M0.08%-371,70013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,650,664$49.3M0.03%+78,11613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,641,794$49M0.08%-127,36813F-HRTimelineGroup
Destination Wealth Management1,608,497$48M1.5%+5,79613F-HRTimeline
Rodgers & Associates, LTD1,570,916$46.9M5.59%+74,83013F-HRTimeline
UBS Group AGin group UBS Group AG1,492,353$44.6M0.01%-12,72213F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC1,490,809$44.5M0.5%+470,35313F-HRTimeline
Fisher Asset Management, LLC1,448,828$43.3M0.02%-139,54913F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA1,387,298$41.5M0.07%-682,22113F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,316,005$39.3M0.01%+73,93113F-HRTimelineGroup
Buckingham Capital Management, Inc.1,301,056$38.8M4.46%+28,06713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,163,725$34.7M0.01%-659,39513F-HRTimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …1,161,036$34.7M5.24%-3,11913F-HRTimeline
Walker Financial Services, Inc.1,119,711$33.4M19.43%+232,27613F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.1,097,638$32.8M5.29%+113,91913F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP1,064,375$31.8M0.94%+220,33513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,058,788$31.6M0.07%+143,80813F-HR/ATimelineGroup
Orange Investment Advisors, Inc.1,048,489$31.3M3.55%+31,53713F-HRTimeline
Strategic Wealth Partners, Ltd.1,045,995$31.3M2.59%-12,71813F-HRTimeline
Strategic Point Investment Advisors, LLC1,036,072$30.9M5.04%+34,81813F-HRTimeline
Willow Creek Wealth Management Inc.1,033,517$30.9M3.15%+20,26513F-HRTimeline
Horizon Investments, LLC997,107$29.8M0.85%-554,13013F-HRTimeline
Gemmer Asset Management LLC963,239$28.8M2.83%+41,55913F-HRTimeline
CAPITAL ADVISORS INC/OK959,994$28.7M0.57%new13F-HRTimeline
SoundView Advisors Inc.885,905$26.5M10.91%13F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC870,874$26M11.15%+42,26213F-HRTimeline
NorthCoast Asset Management LLC791,877$23.6M0.12%-266,39313F-HR/ATimeline
Cetera Investment Advisers781,967$23.3M0.05%-164,38613F-HRTimeline
McCarthy Asset Management, Inc.781,214$23.3M16.46%+133,94313F-HRTimeline
Cedar Mountain Advisors, LLC738,260$22M4.84%-2,30313F-HRTimeline
Flagstone Financial Management706,572$21.1M7.01%+23,40613F-HRTimeline
Litman Gregory Wealth Management LLC702,745$21M1.82%-257,72513F-HRTimeline
Winthrop Capital Management, LLC649,609$19.4M5.16%-20,31313F-HRTimeline
Occidental Asset Management, LLC649,321$19.4M3.03%+31,95513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…631,943$18.9M0.05%+14,14413F-HRTimelineGroup
Cherry Tree Wealth Management, LLC619,278$18.5M4.58%+51413F-HRTimeline
Trilogy Capital Inc.578,457$17.3M0.89%+21,84213F-HRTimeline
CWM, LLCin group CWM, LLC571,167$17.1M0.07%+254,05213F-HRTimelineGroup
Hardy Reed LLC557,893$16.7M1.47%-8,34913F-HRTimeline
Waverly Advisors, LLC557,679$16.7M0.26%+12,43113F-HRTimeline
BIP Wealth, LLC552,532$16.5M1.1%+9,23313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…552,029$16.5M0.03%+190,02113F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA547,949$16.4M<0.01%+99,32813F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC544,593$16.3M0.19%-142,63713F-HRTimeline
Private Advisor Group, LLC539,164$16.1M0.09%+4,97313F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.532,822$15.9M0.03%-38,85413F-HRTimelineGroup
Modern Wealth Management, LLC519,912$15.5M0.58%+63,66013F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.511,089$15.3M0.1%+44,37813F-HRTimeline
Smithfield Trust Co502,007$15M0.75%-9,77013F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC495,033$14.8M1.86%-398,22313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\494,396$14.8M0.02%-1,84913F-HRTimelineGroup
Sanctuary Advisors, LLC486,818$14.6M0.09%+19,60713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC485,350$14.5M0.01%13F-HR/ATimelineGroup
M Holdings Securities, Inc.484,590$14.5M2.33%+18,54313F-HR/ATimeline
CoreCap Advisors, LLC457,312$13.7M0.62%+213,70113F-HRTimeline
Cambridge Investment Research Advisors,…443,919$13.3M0.04%+27,52513F-HRTimeline
Kingsview Wealth Management, LLC436,612$13M0.25%-17,63213F-HRTimeline
SimpliFi, Inc.398,300$11.9M5.44%new13F-HRTimeline
Cornerstone Management, Inc.396,741$11.8M2.29%+24,85113F-HRTimeline
SWMG, LLC388,443$11.6M4.63%+25,89313F-HRTimeline
Advisory Services Network, LLC379,853$11.3M0.21%+53,32713F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co377,363$11.3M<0.01%-16,08113F-HRTimelineGroup
ROGCO, LP375,139$11.2M4.56%+24,37513F-HRTimeline
Buck Wealth Strategies, LLC374,470$11.2M2.32%+138,06213F-HRTimeline
Dynamic Advisor Solutions LLC373,218$11.1M0.48%+12,33713F-HRTimeline
Atria Investments, Inc372,776$11.1M0.14%+42,51713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…368,120$11M0.04%-572,70013F-HRTimelineGroup
Geneos Wealth Management Inc.366,118$10.9M0.38%+11,66713F-HRTimeline
Certified Advisory Corp363,948$10.9M1.18%+21,80513F-HRTimeline
WRAPMANAGER INC356,851$10.7M2.73%+36,31813F-HRTimeline
Pinnacle Financial Partners Inc353,272$10.5M0.21%+50,22013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…333,395$9.96M0.01%+221,52413F-HRTimelineGroup
Kraft, Davis & Associates, LLC323,673$9.67M2.76%+106,74313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV322,311$9.62M0.78%-2,20713F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…295,579$8.83M0.46%+13,65913F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC278,625$8.32M4.68%+34,11513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC274,982$8.21M0.01%-9,12013F-HRTimelineGroup
TRUEFG, LLC271,253$8.1M2.64%+4,39613F-HRTimeline
RFG - Bristol Wealth Advisors, LLC268,532$8.02M2.63%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.263,440$7.87M0.85%13F-HRTimeline
Climber Capital SA256,259$7.54M6.2%13F-HRTimeline
Systelligence, LLC250,677$7.49M1.85%-14,55613F-HRTimeline
Empirical Financial Services, LLC d.b.a…249,956$7.46M0.2%+50,48113F-HRTimeline
Independent Advisor Alliance249,949$7.46M0.1%new13F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC248,406$7.43M1.92%-92913F-HR/ATimeline
MONEY CONCEPTS CAPITAL CORP246,505$7.36M0.55%+4,40813F-HRTimeline
Saiph Capital, LLC246,202$7.35M3.34%+18,43213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC242,106$7.23M0.01%+125,47513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC240,497$7.18M0.22%-31,47713F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding235,017$7.02M+8,390Timeline
CAPITAL INSIGHT PARTNERS, LLC234,188$6.99M1.21%+11,92713F-HRTimeline
Municipal Employees' Retirement System …228,061$6.81M0.09%-31,64813F-HRTimeline
Merit Financial Group, LLC226,028$6.75M0.12%-7,78613F-HRTimeline
COURIER CAPITAL LLC223,700$6.68M0.46%+14,25213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.222,196$6.63M0.06%+46,00613F-HRTimelineGroup
Westover Capital Advisors, LLC211,559$6.32M1.39%-238,63313F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC204,584$6.11M0.07%013F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP200,100$5.97M0.01%-327,80013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.199,681$5.96M0.38%+1,83713F-HRTimelineGroup
RFG Advisory, LLC195,600$5.84M0.17%+2,09813F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.190,000$5.67M0.06%new13F-HR/ATimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\190,000$5.67M<0.01%013F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding185,652$5.54M-19,167Timeline
DELTA ASSET MANAGEMENT LLC/TN183,081$5.47M0.49%+4,16413F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC181,565$5.42M0.04%+19,27813F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC179,267$5.35M0.68%+8,50713F-HRTimeline
Good Life Advisors, LLC177,736$5.31M0.39%+6,46413F-HRTimeline
Timonier Family Office, LTD.172,942$5.16M2.65%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cannon Wealth Management Services, LLC172,747$5.16M4.45%+3,97113F-HRTimeline
MML INVESTORS SERVICES, LLC172,703$5.16M0.02%+13,19113F-HRTimeline
Gibbs Wealth Management167,674$5.01M1.36%+34,93913F-HRTimeline
HighTower Advisors, LLC166,882$4.98M0.01%+9,74513F-HRTimeline
Impact Partnership Wealth, LLC166,801$4.98M1.01%-60,91013F-HRTimeline
DAVENPORT & Co LLC163,314$4.88M0.03%+29,38413F-HRTimeline
Dynamic Wealth Strategies, LLC160,341$4.79M4.26%+72013F-HRTimeline
Badgley Phelps Wealth Managers, LLC158,650$4.74M0.11%+13,52813F-HRTimeline
FINANCIAL COUNSELORS INC157,067$4.69M0.07%+51713F-HRTimeline
Pineridge Advisors LLC156,029$4.66M1.76%-8,52013F-HRTimeline
Orion Porfolio Solutions, LLC153,218$4.58M0.05%+6,30113F-HRTimeline
Orion Portfolio Solutions, LLC153,218$4.58M0.05%+6,30113F-HRTimeline
All Terrain Financial Advisors, LLC145,431$4.34M1.69%+2,38713F-HRTimeline
HM PAYSON & CO142,601$4.26M0.07%+46,61813F-HRTimeline
N.E.W. Advisory Services LLC141,501$4.23M0.4%+1,10913F-HRTimeline
Eukles Asset Management141,088$4.21M1.79%-7,56513F-HRTimeline
Auour Investments LLC137,385$4.12M1.44%-5,62113F-HRTimeline
STALEY CAPITAL ADVISERS INC137,450$4.1M0.18%+12,70013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC136,566$4.08M0.06%+72413F-HRTimeline
Silver Lake Advisory, LLC136,221$4.07M1.79%-1,04213F-HRTimeline
Janney Montgomery Scott LLC128,807$3.85M0.01%+19,78513F-HRTimeline
Rosenberg Matthew Hamilton128,233$3.83M0.99%-7,98413F-HRTimeline
CGN Advisors LLC126,231$3.77M0.37%+4,69313F-HRTimeline
Parcion Private Wealth LLC125,717$3.75M0.29%-7,05213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP125,625$3.75M<0.01%+19,13313F-HRTimelineGroup
GAMMA Investing LLC124,735$3.72M0.32%+33,38113F-HRTimeline
IRON Financial LLC124,412$3.71M2.09%-4,18713F-HRTimeline
Atria Wealth Solutions, Inc.122,371$3.65M0.04%-9,76213F-HRTimeline
Martin Capital Partners, LLC121,707$3.63M4.31%-49,29513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…120,270$3.6M0.2%-84313F-HRTimeline
Avior Wealth Management, LLC120,240$3.59M0.13%-1,31813F-HRTimeline
Aspetuck Financial Management LLC117,061$3.5M2.72%13F-HRTimeline
EP Wealth Advisors, LLC116,879$3.49M0.03%+13,90413F-HRTimeline
IHT Wealth Management, LLC116,657$3.48M0.11%-2,76513F-HRTimeline
WHITTIER TRUST CO114,056$3.41M0.04%-94913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC112,168$3.35M0.09%+18,05113F-HRTimeline
Compass Financial Group, Inc.111,938$3.34M1.6%-11713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI108,966$3.25M0.18%-8,53213F-HRTimeline
VISTA INVESTMENT MANAGEMENT108,928$3.25M1.23%-8,67213F-HRTimeline
EAGLE GLOBAL ADVISORS LLC108,300$3.23M0.13%-4,70013F-HRTimeline
Financial Advocates Investment Manageme…108,246$3.23M0.18%-4,14813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP107,253$3.2M0.01%+21,71213F-HRTimelineGroup
Money Design Co.,Ltd.103,308$3.08M0.16%-10,47213F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC98,694$2.95M0.74%+4,29313F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…98,211$2.93M0.04%-3,57013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.97,403$2.91M0.04%+85213F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB97,384$2.91M0.08%+7,71213F-HRTimeline
Consolidated Portfolio Review Corp96,853$2.89M0.46%+1,23613F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.96,607$2.88M0.03%+23,92813F-HRTimelineGroup
Parallel Advisors, LLC96,273$2.87M0.06%-5,97513F-HRTimeline
RiverGlades Family Offices LLC95,898$2.86M2.04%+16,87213F-HRTimeline
COMERICA BANK93,371$2.79M0.01%+26,36013F-HR/ATimeline
Wellington Wealth Strategies, LLC.92,773$2.77M2.53%-18,17513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding92,627$2.77M+6,157Timeline
BAILARD, INC.91,402$2.73M0.07%-58,97213F-HRTimeline
Steward Partners Investment Advisory, L…89,326$2.67M0.02%-6,07313F-HRTimeline
Pacific Capital Wealth Advisors, Inc.84,750$2.53M0.42%new13F-HRTimeline
BURLING WEALTH PARTNERS, LLC84,544$2.52M0.52%13F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/82,805$2.47M0.52%+5,75513F-HRTimeline
McMill Wealth Management81,072$2.42M0.98%13F-HRTimeline
Mascoma Wealth Management LLC80,800$2.41M0.61%-69913F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska80,559$2.41M0.39%13F-HRTimelineGroup
Boston Standard Wealth Management, LLC79,819$2.38M0.46%+3,75113F-HRTimeline
Destiny Wealth Partners, LLC79,791$2.38M0.39%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT77,851$2.32M0.02%-2,45113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV77,726$2.32M0.17%-7,26013F-HRTimeline
First Command Advisory Services, Inc.77,616$2.32M0.02%+4,26213F-HRTimeline
Total Wealth Planning, LLC77,544$2.32M0.36%+12513F-HRTimeline
STAR Financial Bank76,207$2.28M1.64%+27,98313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC75,710$2.26M0.19%+8,89513F-HRTimeline
GeoWealth Management, LLC74,564$2.23M0.07%-15,23013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…73,401$2.19M<0.01%-9,56213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP72,174$2.16M<0.01%-3,63213F-HRTimelineGroup
Revisor Wealth Management LLC71,911$2.15M1.98%-23,04313F-HRTimeline
Arete Wealth Advisors, LLC71,145$2.12M0.15%-26,26813F-HRTimeline
Laraway Financial Advisors Inc69,221$2.07M1.59%+2713F-HRTimeline