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Disclosery

SPTI SPDR SERIES TRUST

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ST INTER ETF (fund)

355 managers (360 13F filers) reported a position in SPTI shares at 2024-12-31, 224,422,443 shares in all. 33 filers opened a position and 32 filers sold out during the quarter.

Managers
355
13F filers
360
New
33
Added
140
Reduced
124
Sold out
32
Shares held by filers
224,422,443

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
LPL Financial LLC38,390,204$1.07B0.44%+1,612,30213F-HRTimeline
Financial Engines Advisors L.L.C.35,301,181$984M2.07%+1,320,75013F-HRTimeline
Municipal Employees' Retirement System …26,424,332$737M10.15%013F-HRTimeline
MATHER GROUP, LLC.8,725,812$243M3.16%+2,724,00913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,554,391$211M0.05%+885,10013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP5,162,643$144M0.01%+119,87813F-HRTimelineGroup
Merit Financial Group, LLC4,517,491$126M2.26%+199,31513F-HRTimeline
UBS Group AGin group UBS Group AG4,424,069$123M0.03%+365,11613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,439,485$95.9M+63,864Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,354,301$93.5M0.01%-937,52813F-HRTimelineGroup
GLOBALT Investments LLC / GA3,311,337$92.3M3.53%-18,18213F-HRTimeline
CWM, LLCin group CWM, LLC3,185,607$88.8M0.37%+192,11913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,005,833$83.8M0.02%+985,83813F-HRTimelineGroup
CW Advisors, LLC2,946,164$82.1M1.13%-134,90913F-HRTimeline
Kingsview Wealth Management, LLC2,881,509$80.3M1.56%+2,718,48113F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…2,877,205$80.2M6.68%+32,30213F-HRTimelineGroup
One Day In July LLC2,617,734$73M7.65%+381,32113F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding2,282,429$63.6MnewTimeline
CX Institutional2,186,803$61M2.42%+686,74513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,160,393$60.2M0.16%+316,83413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,139,603$59.7M0.01%+2,010,14913F-HRTimelineGroup
Private Advisor Group, LLC1,805,237$50.3M0.28%-210,74113F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,731,956$48.3M0.69%+52,39413F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC1,643,706$45.8M0.52%-32,63413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,471,079$41M<0.01%-1,33713F-HRTimelineGroup
Independent Advisor Alliance1,447,120$40.3M0.53%+1,420,23613F-HRTimeline
O'Brien Wealth Partners LLC1,404,265$39.2M7.06%+146,42313F-HRTimeline
HighTower Advisors, LLC1,287,571$35.9M0.05%+210,08313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,286,597$35.9M<0.01%-499,34513F-HR/ATimelineGroup
Strategic Wealth Investment Group, LLC1,230,044$34.3M3.79%-269,85213F-HR/ATimeline
Portland Global Advisors LLC1,219,842$34M4.3%+181,15613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC1,196,743$33.4M6.19%+26,32013F-HRTimeline
Black Diamond Financial, LLC1,163,000$32.4M4.86%+391,78413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,108,327$30.9M4.68%new13F-HRTimeline
Cetera Investment Advisers1,021,903$28.5M0.06%+128,48813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,001,719$27.9M0.01%+26,26013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.994,484$27.7M0.26%+612,35413F-HRTimelineGroup
Wela Strategies, Inc.970,337$27.1M11.66%+38,50913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP889,358$24.8M0.03%-16713F-HRTimelineGroup
Leicht Financial Planning & Wealth Mana…832,963$23.2M11.88%+5,12013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…825,398$23M0.52%+33,44613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC825,093$23M0.01%13F-HR/ATimelineGroup
VOISARD ASSET MANAGEMENT GROUP, INC.775,374$21.6M7.23%+744,48613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP752,264$21M0.03%-2,00513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.721,763$20.1M0.05%-26,25913F-HR/ATimelineGroup
Comprehensive Wealth Management, LLC692,231$19.3M14.43%-698,79213F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding680,896$19M+14,279Timeline
Flagstone Financial Management676,558$18.9M6.27%+42,87413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…652,356$18.2M0.03%+103,03913F-HR/ATimeline
Hobbs Group Advisors, LLC616,511$17.2M6.46%+23,55613F-HRTimeline
Steward Partners Investment Advisory, L…580,603$16.2M0.14%+60,19313F-HRTimeline
TPG Financial Advisors, LLC557,345$15.5M6.76%+491,18513F-HRTimeline
Astoria Portfolio Advisors LLC.529,965$14.7M5.23%-232,71313F-HRTimeline
Mariner, LLCin group Mariner, LLC522,562$14.6M0.02%+52,74213F-HRTimelineGroup
Willow Creek Wealth Management Inc.501,735$14M1.43%+44,10413F-HRTimeline
Melone Private Wealth, LLC498,951$13.9M7.21%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC495,979$13.8M0.73%-34,67313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC485,037$13.5M1%-251,82413F-HRTimeline
Trilogy Capital Inc.484,292$13.5M0.69%+4,31113F-HRTimeline
Certified Advisory Corp479,906$13.4M1.45%+45,37613F-HRTimeline
US FINANCIAL ADVISORS, LLC466,129$13M4%+16,39913F-HRTimeline
OneDigital Investment Advisors LLC457,858$12.8M0.15%-3,47713F-HRTimeline
S. R. Schill & Associates452,589$12.6M10.55%-49,00413F-HRTimeline
GM Advisory Group, LLC451,050$12.6M0.7%-11,10813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…449,066$12.5M0.51%+9,88913F-HRTimelineGroup
Headland Capital, LLC440,958$12.3M4.21%13F-HRTimeline
Apriem Advisors429,296$12M1.37%-10,01613F-HRTimeline
Arjuna Capital417,202$11.6M3.1%+2,34013F-HRTimeline
Leslie Global Wealth, LLC400,031$11.2M5.18%+21,07413F-HRTimeline
Spectrum Wealth Advisory Group, LLC380,689$10.6M5%+90,70013F-HRTimeline
Capasso Planning Partners LLC373,084$10.4M4.16%+35,78913F-HRTimeline
MATAURO, LLC362,024$10.1M2.19%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC361,643$10.1M0.1%-40413F-HRTimelineGroup
Salomon & Ludwin, LLC350,971$9.79M1.04%+12,71413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…347,475$9.72M0.02%+7,90113F-HRTimelineGroup
TSFG, LLC348,010$9.7M1.99%-15,78013F-HRTimeline
Tilson Financial Group, Inc.331,355$9.24M3.77%+17,40313F-HRTimeline
Retirement Planning Group, LLC316,496$8.82M0.44%-12,22113F-HRTimeline
Equita Financial Network, Inc.315,515$8.8M3.18%+21,27013F-HRTimeline
Impact Partnership Wealth, LLC303,727$8.47M1.71%-105,62813F-HRTimeline
Eldridge Investment Advisors, Inc.301,975$8.42M1.96%+38,50213F-HRTimeline
ABOUND FINANCIAL, LLC298,248$8.32M4.21%13F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.296,994$8.28M6.09%13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…296,000$8.26M0.03%-33,00013F-HRTimelineGroup
COMERICA BANK287,457$8.01M0.03%+9,23613F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA283,760$7.91M<0.01%-28,06413F-HRTimelineGroup
Waterloo Capital, L.P.283,482$7.9M0.83%-193,59713F-HRTimeline
Vestmark Advisory Solutions, Inc.279,759$7.8M0.27%-156,40213F-HRTimeline
IFG Advisory, LLC275,441$7.68M0.44%-20,17913F-HRTimeline
Synergy Investment Management, LLC262,023$7.31M3.14%13F-HRTimeline
3EDGE Asset Management, LP257,357$7.18M0.44%new13F-HRTimeline
Integrated Wealth Concepts LLC245,127$6.83M0.08%-11,69613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA233,269$6.52M0.31%+95,76513F-HRTimeline
XML Financial, LLC232,336$6.48M0.59%+3,65613F-HRTimeline
NewEdge Advisors, LLC232,326$6.48M0.04%-53,05713F-HRTimeline
Key Financial Inc230,358$6.42M1.46%-5,59313F-HRTimeline
Bonfire Financial219,921$6.13M5.55%13F-HRTimeline
Auour Investments LLC212,704$5.97M2.09%+8,30613F-HRTimeline
Vermillion & White Wealth Management Gr…211,166$5.89M4.34%+5,20713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC210,973$5.88M0.01%+27,57713F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC208,970$5.83M3.63%new13F-HRTimeline
Cambridge Investment Research Advisors,…204,906$5.71M0.02%+45,96713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…200,883$5.6M0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.194,163$5.41M<0.01%-232,92713F-HRTimelineGroup
Fisher Asset Management, LLC180,298$5.03M<0.01%+144,63513F-HRTimeline
Fourth Dimension Wealth, LLC179,476$5.01M2.61%13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC176,224$4.91M0.6%+8,65213F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…172,418$4.81M0.48%-5,61513F-HRTimelineGroup
Visionary Wealth Advisors168,608$4.7M0.28%-17,67013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC167,380$4.67M0.6%+6,57613F-HRTimeline
Good Life Advisors, LLC158,888$4.43M0.32%+106,60013F-HRTimeline
SYNOVUS FINANCIAL CORP156,810$4.37M0.06%-85,83513F-HRTimeline
Global Retirement Partners, LLC146,762$4.09M0.12%+9,09813F-HRTimeline
Financial Advocates Investment Manageme…142,857$3.98M0.23%+14,53013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.136,341$3.8M3%-88313F-HRTimeline
ArborFi Advisors, LLC132,862$3.7M3.72%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding129,421$3.61M+5,349Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…129,286$3.6M<0.01%-7,53613F-HRTimelineGroup
Western Wealth Management, LLC126,746$3.53M0.23%+26,24013F-HR/ATimeline
Cornerstone Wealth Management, LLC114,947$3.2M0.22%+20,63613F-HRTimeline
LIBRA WEALTH LLC110,346$3.08M1.2%-25013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC107,832$3.01M0.14%-14,40213F-HRTimelineGroup
Janney Montgomery Scott LLC102,525$2.86M0.01%new13F-HRTimeline
Avant Financial Advisors LLC101,035$2.82M2.59%13F-HRTimeline
Gladstone Institutional Advisory LLC92,050$2.57M0.12%+13,09713F-HRTimeline
JT Stratford LLC90,661$2.53M0.42%-61113F-HRTimeline
EIGHT 31 FINANCIAL, LLC90,015$2.51M1.88%013F-HRTimeline
PRIVATE TRUST CO NA89,142$2.49M0.26%+1,38313F-HRTimeline
Gateway Wealth Partners, LLC88,054$2.45M0.64%+23,43613F-HRTimeline
Garrett Wealth Advisory Group, LLC85,039$2.37M0.54%+6,69713F-HRTimeline
Narus Financial Partners, LLC84,362$2.35M0.8%-16,61513F-HRTimeline
Clarity Wealth Development LLC83,170$2.33M2.53%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC83,304$2.32M0.08%+16,43713F-HRTimeline
Waverly Advisors, LLC78,373$2.19M0.03%+10,44113F-HRTimeline
Strategic Financial Partners, Ltd.74,910$2.09M1.07%-8,21013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…73,758$2.06M0.09%-2,17613F-HRTimeline
GPS Wealth Strategies Group, LLC70,849$1.98M0.25%-3,54713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…69,390$1.93M0.03%+38113F-HRTimelineGroup
Onyx Bridge Wealth Group LLC69,044$1.92M0.28%+3,69313F-HRTimeline
IFP Advisors, Inc66,136$1.84M0.06%+1,25813F-HRTimeline
Costello Asset Management, INC64,966$1.81M1.2%-6,34113F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV64,010$1.78M0.06%013F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC62,075$1.73M3.02%13F-HRTimeline
MGO ONE SEVEN LLC61,866$1.72M0.07%-7,39913F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC57,974$1.62M0.47%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp56,865$1.59M<0.01%+4,19613F-HRTimelineGroup
Atria Wealth Solutions, Inc.56,544$1.58M0.02%+18,96113F-HRTimeline
HILL ISLAND FINANCIAL LLC55,818$1.56M0.45%+2,49613F-HRTimeline
PSI Advisors, LLC53,956$1.5M0.45%-71813F-HRTimeline
GenWealth Group, Inc.50,805$1.42M0.32%-14,48113F-HRTimeline
HTLF Bank50,762$1.42M0.16%-2,12013F-HRTimeline
Collaborative Wealth Managment Inc.50,205$1.4M0.64%+5,00313F-HRTimeline
Cranbrook Wealth Management, LLC48,379$1.35M0.31%+7,52713F-HRTimeline
OmniStar Financial Group, Inc.46,889$1.31M1.05%+23013F-HRTimeline
Tidemark, LLC46,771$1.3M0.5%-97713F-HRTimeline
THOMPSON DAVIS & CO., INC.46,482$1.3M0.83%-13,93013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…45,189$1.26M<0.01%-58,64713F-HRTimelineGroup
Opal Wealth Advisors, LLC43,666$1.22M0.37%new13F-HRTimeline
Jacobi Capital Management LLC42,800$1.19M0.09%+5,67513F-HRTimeline
RKL Wealth Management LLC42,636$1.19M0.11%+33,87413F-HRTimeline
Hardin Capital Partners, LLC42,160$1.18M0.71%+3,54513F-HRTimeline
Strategic Investment Advisors / MI41,963$1.17M0.12%+11,14013F-HRTimeline
Golden State Wealth Management, LLC41,534$1.16M0.17%13F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC41,495$1.16M0.29%+64513F-HRTimeline
Private Wealth Group, LLC40,514$1.13M0.55%-2,32513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC40,033$1.12M0.04%-54,49213F-HRTimeline
NorthCoast Asset Management LLC39,580$1.1M0.01%-6,96113F-HR/ATimeline
NAPATREE CAPITAL LLC39,507$1.1M0.65%-6,02813F-HRTimeline
Pathway Financial Advisors LLC38,483$1.07M0.25%-2,14413F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co38,367$1.07M<0.01%-2,31613F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC38,319$1.07M0.02%-23,74913F-HRTimelineGroup
SCOTIA CAPITAL INC.37,280$1.04M0.01%+98513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding37,098$1.03M+11,476Timeline
Vertex Planning Partners, LLC36,222$1.01M0.22%+1,31213F-HRTimeline
Farther Finance Advisors, LLC35,742$996K0.04%+1,79413F-HRTimeline
BAILARD, INC.35,650$994K0.03%-127,94513F-HRTimeline
HANSEATIC MANAGEMENT SERVICES INC35,457$989K1.26%-2,63113F-HRTimeline
MML INVESTORS SERVICES, LLC34,175$953K<0.01%+5,46113F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC33,182$925K0.66%+9,99413F-HRTimeline
Hobart Private Capital, LLC33,034$921K0.23%+38313F-HRTimeline
SMART Wealth LLC31,293$872K0.31%-66,73113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.31,048$866K<0.01%+1,73613F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO30,674$855K0.02%013F-HRTimeline
Insight Advisors, LLC/ PA30,532$852K0.15%+61913F-HRTimeline
Snowden Capital Advisors LLC30,436$849K0.03%+4913F-HRTimeline
Lifeworks Advisors, LLC30,070$838K0.15%-27913F-HRTimeline
Vantage Financial Partners, LLC29,848$832K0.21%-10,68513F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …29,802$831K0.12%13F-HRTimeline
NWAM LLC29,625$826K0.05%-11,14013F-HRTimeline
Beacon Bridge Wealth Partners, LLC29,222$815K0.35%-55,68113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.28,953$807K0.04%new13F-HR/ATimelineGroup
Donald L. Hagan, LLC28,587$797K0.41%+2,58513F-HRTimeline
Latitude Advisors, LLC28,108$784K0.44%-8,34413F-HRTimeline
Certus Wealth Management, LLC27,361$766K0.51%+1,75813F-HRTimeline
Objectivity Squared, LLC27,416$759K0.53%+6,89213F-HRTimeline
Perennial Investment Advisors, LLC26,942$751K0.09%-2,73513F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH26,742$746K0.21%-1,75913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…30,385$740K<0.01%+6,44013F-HRTimelineGroup
NAPA WEALTH MANAGEMENT26,331$734K0.32%-40,45813F-HRTimeline
Symphony Financial, Ltd. Co.25,998$727K0.11%new13F-HRTimeline