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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
Creative Planningin group Creative Planning43,214,109$1.3B1.22%+2,852,09413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO25,038,418$754M0.06%-12,541,29013F-HRTimelineGroup
Valmark Advisers, Inc.7,737,248$233M3.52%+246,23413F-HRTimeline
LPL Financial LLC7,044,821$212M0.08%+1,379,24913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,324,935$190M0.01%+1,164,11013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,911,455$148M0.01%-50,86513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,608,962$139M-127,154Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,125,700$124M0.24%+233,60913F-HRTimelineGroup
Advisory Alpha, LLC3,835,763$115M3.92%+1,434,39913F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC3,647,700$110M0.17%+1,869,40013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP3,205,367$96.5M<0.01%-244,03313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,355,463$70.9M0.02%-167,16813F-HRTimelineGroup
MCF Advisors LLC2,331,592$70.2M5.05%-40,66713F-HRTimeline
Rockwood Wealth Management, LLC1,973,973$59.4M6.06%+183,13013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,876,652$56.5M0.01%-225,49113F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,872,536$56.4M0.01%+380,18313F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,868,211$56.2M0.18%-3,95113F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding1,861,766$55.9M-48,108Timeline
Mariner, LLCin group Mariner, LLC1,710,667$51.5M0.09%+68,87313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,605,542$48.3M0.03%-45,12213F-HRTimelineGroup
Destination Wealth Management1,600,722$48.2M1.52%-7,77513F-HRTimeline
Rodgers & Associates, LTD1,597,316$48.1M5.86%+26,40013F-HRTimeline
TOWNSQUARE CAPITAL LLC1,530,052$46.1M0.49%+39,24313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,478,244$44.5M0.01%+162,23913F-HRTimelineGroup
Fisher Asset Management, LLC1,453,994$43.8M0.02%+5,16613F-HRTimeline
Waverly Advisors, LLC1,433,945$43.2M0.53%+876,26613F-HRTimeline
Walker Financial Services, Inc.1,240,617$37.3M19.57%+120,90613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,207,962$36.4M0.08%+149,17413F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.1,165,324$34.8M6.02%+67,68613F-HR/ATimeline
Holt Capital Advisors, L.L.C. dba Holt …1,133,291$34.1M5.21%-27,74513F-HRTimeline
Orange Investment Advisors, Inc.1,100,339$33.1M3.96%+51,85013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP1,088,175$32.8M0.96%+23,80013F-HRTimelineGroup
Willow Creek Wealth Management Inc.1,069,784$32.2M3.14%+36,26713F-HRTimeline
Strategic Point Investment Advisors, LLC1,036,617$31.2M5.2%+54513F-HRTimeline
Geneos Wealth Management Inc.1,030,148$31M0.45%+664,03013F-HRTimeline
Gemmer Asset Management LLC1,009,058$30.4M3.04%+45,81913F-HRTimeline
CAPITAL ADVISORS INC/OK943,205$28.4M0.57%-16,78913F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA938,192$28.2M0.06%-449,10613F-HR/ATimelineGroup
SoundView Advisors Inc.934,237$28.1M11.6%+48,33213F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC902,952$27.2M11.28%+32,07813F-HRTimeline
Cetera Investment Advisers885,704$26.7M0.05%+103,73713F-HRTimeline
Litman Gregory Wealth Management LLC874,281$26.3M2.26%+171,53613F-HRTimeline
Occidental Asset Management, LLC824,840$24.8M3.75%+175,51913F-HRTimeline
McCarthy Asset Management, Inc.779,717$23.5M17%-1,49713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp737,076$22.2M<0.01%-426,64913F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.733,822$22.1M0.04%+201,00013F-HRTimelineGroup
Cedar Mountain Advisors, LLC731,553$22M4.93%-6,70713F-HRTimeline
Flagstone Financial Management725,797$21.8M7.04%+19,22513F-HRTimeline
NorthCoast Asset Management LLC678,346$20.4M0.1%-113,53113F-HR/ATimeline
CWM, LLCin group CWM, LLC660,246$19.9M0.08%+89,07913F-HRTimelineGroup
Horizon Investments, LLC658,183$19.8M0.59%-338,92413F-HRTimeline
Winthrop Capital Management, LLC657,241$19.8M5.44%+7,63213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…648,225$19.5M0.05%+16,28213F-HRTimelineGroup
Cherry Tree Wealth Management, LLC635,280$19.1M4.61%+16,00213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…610,462$18.4M0.04%+58,43313F-HRTimeline
Trilogy Capital Inc.593,033$17.9M0.94%+14,57613F-HRTimeline
Modern Wealth Management, LLC585,648$17.6M0.56%+65,73613F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.580,771$17.5M0.11%+69,68213F-HRTimeline
BIP Wealth, LLC578,970$17.4M1.14%+26,43813F-HRTimeline
SWMG, LLC573,199$17.2M6.84%+184,75613F-HRTimeline
Hardy Reed LLC564,336$17M1.5%+6,44313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC548,626$16.5M0.01%+63,27613F-HRTimelineGroup
Atria Investments, Inc546,217$16.4M0.21%+173,44113F-HRTimeline
MANNING & NAPIER ADVISORS LLC543,356$16.4M0.2%-1,23713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA536,407$16.1M<0.01%-11,54213F-HR/ATimelineGroup
M Holdings Securities, Inc.511,858$15.4M2.56%+27,26813F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC495,626$14.9M8.31%+217,00113F-HR/ATimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC495,033$14.9M2.06%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\493,849$14.9M0.02%-54713F-HRTimelineGroup
Private Advisor Group, LLC490,966$14.8M0.09%-48,19813F-HRTimeline
Smithfield Trust Co481,824$14.5M0.73%-20,18313F-HRTimeline
CoreCap Advisors, LLC471,780$14.2M0.63%+14,46813F-HRTimeline
Woodside Wealth Management LLC465,592$14M12.99%13F-HRTimeline
Cambridge Investment Research Advisors,…463,512$14M0.05%+19,59313F-HRTimeline
Sanctuary Advisors, LLC457,743$13.8M0.1%-29,07513F-HRTimeline
Kingsview Wealth Management, LLC441,245$13.3M0.25%+4,63313F-HRTimeline
Advisory Services Network, LLC414,903$12.5M0.24%+35,05013F-HRTimeline
Cornerstone Management, Inc.408,229$12.3M2.3%+11,48813F-HRTimeline
Dynamic Advisor Solutions LLC404,867$12.2M0.4%+31,64913F-HRTimeline
SimpliFi, Inc.400,074$12M5.53%+1,77413F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…397,400$12M0.11%new13F-HRTimelineGroup
ROGCO, LP394,154$11.9M4.75%+19,01513F-HRTimeline
Pinnacle Financial Partners Inc387,242$11.7M0.23%+33,97013F-HRTimeline
WRAPMANAGER INC385,545$11.6M3.05%+28,69413F-HRTimeline
Kraft, Davis & Associates, LLC379,245$11.4M3.67%+55,57213F-HRTimeline
Certified Advisory Corp374,890$11.3M1.28%+10,94213F-HRTimeline
INTEGRITY ALLIANCE, LLC.355,099$10.7M0.42%+91,65913F-HRTimeline
Good Life Advisors, LLC352,479$10.6M0.75%+174,74313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…352,350$10.6M0.04%-15,77013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co348,344$10.5M<0.01%-29,01913F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…347,337$10.5M0.01%+13,94213F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV326,565$9.83M0.78%+4,25413F-HRTimeline
Impact Partnership Wealth, LLC314,800$9.48M2.02%+147,99913F-HRTimeline
ZAZOVE ASSOCIATES LLC300,000$9.03M0.77%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…299,494$9.01M0.48%+3,91513F-HRTimeline
RFG Advisory, LLC293,520$8.83M0.24%+97,92013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\287,105$8.64M<0.01%+97,10513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC279,147$8.4M0.01%+37,04113F-HRTimeline
TRUEFG, LLC278,217$8.37M2.76%+6,96413F-HRTimeline
Timonier Family Office, LTD.266,452$8.02M3.55%+93,51013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.255,037$7.68M0.07%+32,84113F-HRTimelineGroup
N.E.W. Advisory Services LLC252,840$7.61M0.58%+111,33913F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC248,777$7.49M2.57%+37113F-HRTimeline
NewSquare Capital LLC247,635$7.45M0.61%+247,61513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC237,611$7.15M0.01%-37,37113F-HR/ATimelineGroup
Advisor Resource Council244,837$7.13M0.58%new13F-HRTimeline
Climber Capital SA273,654$7.11M5.59%+17,39513F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC230,741$6.95M1.21%-3,44713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP228,252$6.87M0.51%-18,25313F-HRTimeline
Municipal Employees' Retirement System …228,061$6.87M0.09%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…225,916$6.8M0.18%-24,04013F-HRTimeline
Systelligence, LLC224,877$6.77M1.63%-25,80013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC222,625$6.7M0.2%-17,87213F-HRTimelineGroup
COURIER CAPITAL LLC212,754$6.4M0.42%-10,94613F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC204,584$6.16M0.07%013F-HRTimelineGroup
Westover Capital Advisors, LLC201,032$6.05M1.34%-10,52713F-HRTimeline
Pacific Capital Wealth Advisors, Inc.200,662$6.04M1.04%+115,91213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.196,389$5.91M0.07%+99,78213F-HRTimelineGroup
Fortune 45 LLC192,133$5.78M3.79%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.190,406$5.73M0.36%-9,27513F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC190,269$5.73M1.92%-78,26313F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN188,640$5.68M0.54%+5,55913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding186,786$5.62M+1,134Timeline
DAVENPORT & Co LLC179,110$5.39M0.03%+15,79613F-HRTimeline
Gibbs Wealth Management177,913$5.36M1.29%+10,23913F-HRTimeline
FINANCIAL COUNSELORS INC177,395$5.34M0.08%+20,32813F-HRTimeline
HighTower Advisors, LLC175,703$5.29M0.01%+8,82113F-HRTimeline
MML INVESTORS SERVICES, LLC175,644$5.29M0.02%+2,94113F-HRTimeline
Cannon Wealth Management Services, LLC176,277$5.29M4.72%+3,53013F-HRTimeline
Badgley Phelps Wealth Managers, LLC171,324$5.16M0.12%+12,67413F-HRTimeline
Financial Advocates Investment Manageme…169,903$5.11M0.36%+61,65713F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC161,666$4.87M0.66%-17,60113F-HRTimeline
Dynamic Wealth Strategies, LLC160,698$4.84M4.02%+35713F-HRTimeline
Prospera Financial Services Inc155,795$4.69M0.11%new13F-HRTimeline
All Terrain Financial Advisors, LLC155,519$4.68M1.82%+10,08813F-HRTimeline
Saiph Capital, LLC154,541$4.65M2.22%-91,66113F-HRTimeline
GAMMA Investing LLC153,717$4.63M0.35%+28,98213F-HR/ATimeline
STALEY CAPITAL ADVISERS INC149,050$4.49M0.2%+11,60013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC145,997$4.39M0.04%-35,56813F-HRTimelineGroup
Pineridge Advisors LLC144,132$4.34M1.7%-11,89713F-HRTimeline
HM PAYSON & CO139,033$4.18M0.07%-3,56813F-HRTimeline
Orion Porfolio Solutions, LLC137,934$4.15M0.04%-15,28413F-HRTimeline
Orion Portfolio Solutions, LLC137,934$4.15M0.04%-15,28413F-HR/ATimeline
Eukles Asset Management137,842$4.15M1.82%-3,24613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC137,189$4.13M0.06%+62313F-HRTimeline
BUSH INVESTMENT GROUP, LLC136,460$4.11M3.09%new13F-HRTimeline
Silver Lake Advisory, LLC134,771$4.06M1.77%-1,45013F-HRTimeline
BURLING WEALTH PARTNERS, LLC131,932$3.97M0.84%+47,38813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC129,847$3.91M0.11%+17,67913F-HRTimeline
CGN Advisors LLC129,682$3.9M0.38%+3,45113F-HRTimeline
Janney Montgomery Scott LLC128,918$3.88M0.01%+11113F-HRTimeline
Auour Investments LLC128,492$3.87M1.4%-8,89313F-HRTimeline
Parcion Private Wealth LLC127,402$3.83M0.31%+1,68513F-HRTimeline
Rosenberg Matthew Hamilton126,808$3.82M0.96%-1,42513F-HRTimeline
Revisor Wealth Management LLC125,418$3.77M1.68%+53,50713F-HRTimeline
IRON Financial LLC122,576$3.69M2.07%-1,83613F-HRTimeline
Avior Wealth Management, LLC119,376$3.59M0.14%-86413F-HRTimeline
Martin Capital Partners, LLC118,305$3.56M4.26%-3,40213F-HRTimeline
Aspetuck Financial Management LLC118,255$3.56M3.06%+1,19413F-HRTimeline
Orin Green Financial, LLC115,782$3.47M1.64%new13F-HRTimeline
Compass Financial Group, Inc.111,582$3.36M1.73%-35613F-HRTimeline
SSA SWISS ADVISORS AG111,584$3.36M1.72%13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI110,031$3.31M0.18%+1,06513F-HRTimeline
WHITTIER TRUST CO109,564$3.3M0.05%-4,49213F-HRTimeline
EAGLE GLOBAL ADVISORS LLC109,350$3.29M0.14%+1,05013F-HRTimeline
VISTA INVESTMENT MANAGEMENT107,051$3.22M1.26%-1,87713F-HRTimeline
Steward Partners Investment Advisory, L…106,407$3.2M0.03%+17,08113F-HRTimeline
Atria Wealth Solutions, Inc.105,158$3.17M0.04%-17,21313F-HRTimeline
TWO SIGMA SECURITIES, LLC102,755$3.09M0.47%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP102,232$3.08M<0.01%-5,02113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP100,647$3.03M<0.01%-24,97813F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…98,612$2.97M0.04%+40113F-HRTimelineGroup
DGS Capital Management, LLCin group DGS Capital Management, LLC97,610$2.94M0.77%-1,08413F-HRTimelineGroup
Consolidated Portfolio Review Corp96,985$2.92M0.47%+13213F-HRTimeline
MassMutual Private Wealth & Trust, FSB96,757$2.91M0.08%-62713F-HRTimeline
Parallel Advisors, LLC95,485$2.87M0.07%-78813F-HRTimeline
BAILARD, INC.94,278$2.84M0.07%+2,87613F-HRTimeline
EP Wealth Advisors, LLC93,586$2.82M0.02%-23,29313F-HRTimeline
RiverGlades Family Offices LLC93,302$2.81M2.02%-2,59613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS90,372$2.72M0.01%+47,17413F-HRTimeline
Tradewinds Capital Management, LLC88,393$2.66M0.71%+43,55013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding87,027$2.62M-5,600Timeline
First Command Advisory Services, Inc.86,723$2.61M0.03%+9,10713F-HRTimeline
COMERICA BANK84,307$2.54M0.01%-9,06413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…83,836$2.52M<0.01%new13F-HRTimelineGroup
STAR Financial Bank83,018$2.5M1.83%+6,81113F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska80,057$2.41M0.37%-50213F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/80,024$2.41M0.5%-2,78113F-HRTimeline
Mascoma Wealth Management LLC80,019$2.41M0.6%-78113F-HRTimeline
McMill Wealth Management79,954$2.41M0.87%-1,11813F-HRTimeline
Destiny Wealth Partners, LLC79,791$2.4M0.38%013F-HRTimeline
IHT Wealth Management, LLC78,252$2.36M0.07%-38,40513F-HRTimeline
Caitlin John, LLC76,595$2.31M2.26%+24,97613F-HRTimeline
Total Wealth Planning, LLC76,343$2.3M0.35%-1,20113F-HRTimeline
GREENBERG FINANCIAL GROUP75,945$2.28M0.95%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP75,528$2.27M<0.01%+3,35413F-HRTimelineGroup
Manske Wealth Management75,492$2.27M0.86%+6,34713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT75,015$2.26M0.02%-2,83613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/73,339$2.21M<0.01%+61,69713F-HRTimelineGroup
Boston Standard Wealth Management, LLC73,207$2.17M0.48%-6,61213F-HRTimeline