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Disclosery

SPTL SPDR SERIES TRUST

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SHS (fund)

480 managers (484 13F filers) reported a position in SPTL shares at 2026-06-30, 365,454,907 shares in all. 51 filers opened a position and 47 filers sold out during the quarter.

Managers
480
13F filers
484
New
51
Added
230
Reduced
148
Sold out
47
Shares held by filers
365,454,907

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
KM Capital Management Ltd.56,811$1.49M0.7%-81,46613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…56,789$1.49M0.01%+4,85113F-HRTimelineGroup
Cornerstone Wealth Management, LLC56,779$1.49M0.06%+4,32213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding57,606$1.47M+28,278Timeline
Professional Financial Management, Inc.55,917$1.47M1.49%new13F-HRTimeline
Arete Wealth Advisors, LLC54,814$1.44M0.1%+8,07613F-HR/ATimeline
Goodman Advisory Group, LLC53,763$1.41M0.32%-3,68713F-HRTimeline
Keating Financial Advisory Services, In…53,000$1.39M0.18%+42,30713F-HRTimeline
Narus Financial Partners, LLC52,391$1.37M0.35%+6,01613F-HRTimeline
BIP Wealth, LLC52,222$1.37M0.04%new13F-HRTimeline
IFP Advisors, Inc50,870$1.33M0.02%+5,05813F-HRTimeline
Gateway Wealth Partners, LLC50,788$1.33M0.08%-16,37013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp49,698$1.3M<0.01%-66,14413F-HRTimelineGroup
Private Advisory Group LLC49,628$1.3M0.07%+4,77313F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth49,347$1.29M0.01%-11313F-HRTimelineGroup
Belpointe Asset Management LLC49,171$1.29M0.04%+6,62913F-HRTimeline
HUB Investment Partners, LLC48,119$1.26M0.02%+6013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC47,261$1.24M0.08%+1,37013F-HRTimelineGroup
International Private Wealth Advisors L…45,990$1.21M0.62%+6,22913F-HRTimeline
Keebeck Wealth Management45,847$1.2M0.12%-78013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.45,131$1.18M0.33%-10013F-HRTimeline
WealthPoint Financial, LLC44,661$1.17M0.85%+7,81213F-HRTimeline
B. Riley Wealth Advisors, Inc.43,544$1.15M0.06%+4,40313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP42,498$1.13M<0.01%+5,99913F-HRTimelineGroup
Summit Trail Advisors, LLC42,862$1.12M0.01%-275,32613F-HRTimeline
INVESTED ADVISORS41,292$1.08M0.96%+10,11213F-HRTimeline
Savvy Advisors, Inc.41,156$1.08M0.02%+28,79313F-HRTimeline
ALTFEST L J & CO INC41,134$1.08M0.1%-5,56213F-HRTimeline
Edgestream Partners, L.P.40,554$1.06M0.03%new13F-HRTimeline
Advyzon Investment Management, LLC40,391$1.06M0.08%+10,22013F-HRTimeline
VICUS CAPITAL40,177$1.05M0.07%+1,65413F-HRTimeline
Brady Martz Wealth Solutions, LLC39,767$1.04M0.16%-2,80813F-HRTimeline
BlueChip Wealth Advisors LLC39,195$1.03M0.39%new13F-HRTimeline
Clarity Retirement & Wealth, LLC39,178$1.03M0.71%+3,56713F-HRTimeline
Elevated Capital Advisors, LLC38,255$1M0.28%+4,10213F-HRTimeline
Paladin Wealth, LLC38,047$998K0.58%+5,43013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.37,766$991K0.56%+4,07913F-HRTimeline
Balefire, LLC37,703$989K0.16%+1,87613F-HRTimeline
MGO ONE SEVEN LLC37,615$987K0.02%+4,53713F-HRTimeline
Legacy Wealth Partners, LLC37,011$971K0.22%+10,55813F-HRTimeline
CFO4Life Group, LLC36,423$955K0.13%new13F-HRTimeline
NOVUS ADVISORS, LLC36,380$954K1.99%+13,71513F-HRTimeline
CAP Partners, LLC35,641$935K0.46%-3,53913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC35,301$926K<0.01%+11,19913F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.34,847$914K1.4%+16,31213F-HRTimeline
Ashton Thomas Private Wealth, LLC34,672$909K0.02%+20,36713F-HRTimeline
BANK OZK34,644$909K0.27%-5,29713F-HRTimeline
Essential Partners LLC33,650$883K0.41%+5,38113F-HRTimeline
Walkner Condon Financial Advisors LLC33,204$871K0.1%+7,35613F-HRTimeline
Hobbs Group Advisors, LLC31,008$813K0.21%-29,32413F-HRTimeline
J.W. COLE ADVISORS, INC.30,905$811K0.01%+4,73113F-HRTimeline
PRIVATE TRUST CO NA30,576$802K0.06%+26213F-HRTimeline
Founders Financial Alliance, LLC30,477$799K0.11%+30,15613F-HRTimeline
Auour Investments LLC29,930$785K0.23%+1,22013F-HRTimeline
United Advisor Group, LLC29,856$783K0.08%+2,94013F-HRTimeline
Composition Wealth, LLC29,691$779K0.01%-5,37813F-HRTimeline
Center For Asset Management LLC29,522$774K0.34%+1,23713F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP29,228$767K0.18%-3,78613F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL27,992$734K<0.01%+16,36013F-HRTimeline
WCG Wealth Advisors LLC27,379$718K0.02%-4,47513F-HRTimeline
Magnolia Private Wealth, LLC27,064$710K0.39%-26,88613F-HRTimeline
Centerpoint Advisory Group26,881$705K0.45%-79013F-HRTimeline
Wallace Advisory Group, LLC26,460$694K0.65%+15,30213F-HRTimeline
Fermata Advisors, LLC25,875$679K0.14%+1,96213F-HRTimeline
SHP Wealth Management24,852$652K0.04%+17,07113F-HRTimeline
Advisor Resource Council24,954$648K0.22%+5,38913F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC24,425$641K0.11%+4,06613F-HRTimeline
Venture Visionary Partners LLC24,391$640K0.02%new13F-HRTimeline
Bell Investment Advisors, Inc24,354$639K0.09%+21,69413F-HRTimeline
Brown Financial Advisors24,350$639K0.22%+1,59913F-HRTimeline
NORDEN GROUP LLC24,222$635K0.05%+1,82713F-HRTimeline
SMART Wealth LLC24,167$634K0.14%new13F-HRTimeline
Aptus Capital Advisors, LLC24,040$631K<0.01%+1,46213F-HRTimeline
Colonial River Investments, LLC23,794$624K0.18%-16,31913F-HRTimeline
Foundations Investment Advisors, LLC23,558$618K0.01%-2,34213F-HRTimeline
LifePlan Investment Advisors, Inc.23,067$605K0.21%+1,75713F-HRTimeline
Keeler Thomas Management LLC20,689$543K0.19%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP20,605$540K0.03%+2,10713F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …20,580$540K<0.01%-10,51013F-HR/ATimelineGroup
Ironwood Wealth Management, LLC.20,429$536K0.12%-34,56613F-HRTimeline
Compound Planning, Inc.20,335$533K0.01%-9,27913F-HRTimeline
Versant Capital Management, Inc20,178$529K0.05%-1,32513F-HRTimeline
Graetz Wealth LLC20,051$526K0.42%+62913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC19,998$525K0.01%-5,15013F-HRTimeline
Zinnia Wealth Advisory, LLC19,765$518K0.53%-14,92213F-HRTimeline
Financial Network Wealth Advisors LLC19,714$517K0.52%+3,49813F-HRTimeline
Goldstein Advisors, LLC19,516$512K0.05%+1,44413F-HRTimeline
Midwest Financial Network, LLC19,452$510K0.35%new13F-HRTimeline
Vertex Planning Partners, LLC19,439$510K0.08%+8,46513F-HRTimeline
Maridea Wealth Management LLC19,043$499K0.05%+1,19513F-HRTimeline
Wilmington Savings Fund Society, FSB19,000$498K0.01%013F-HRTimeline
Abacus Wealth Partners, LLC18,950$497K0.05%013F-HRTimeline
WORLD EQUITY GROUP, INC.18,900$496K0.11%new13F-HRTimeline
Alliance Wealth Advisors, LLC /UT18,826$494K0.09%-6,48413F-HRTimeline
GeoWealth Management, LLC18,477$485K0.02%+3,03713F-HRTimeline
Lansing Street Advisors18,376$482K0.1%-4,26413F-HRTimeline
Idaho Trust Co18,041$473K0.14%-5,09513F-HRTimeline
Asset Management One Co., Ltd.17,769$466K<0.01%new13F-HRTimeline
Integrated Wealth Management17,737$465K0.49%-53,48413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding17,686$464K-1,728,008Timeline
DAVENPORT & Co LLC17,533$460K<0.01%+5,04213F-HRTimeline
Sharkey, Howes & Javer17,177$451K0.05%-19,72213F-HRTimeline
Mattson Financial Services, LLC17,446$447K0.09%+98713F-HRTimeline
PCB Capital LLC16,654$437K0.53%+4,65013F-HRTimeline
SBI Securities Co., Ltd.16,149$424K0.01%-53013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC16,021$420K0.12%+8,14013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group15,362$403K0.04%013F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS15,100$396K0.04%new13F-HRTimeline
FINANCIAL LIFE ADVISORS14,736$387K0.11%new13F-HRTimeline
LCW Services, LLC14,363$377K0.16%-10,78813F-HRTimeline
Outlook Wealth Advisors, LLC13,898$364K0.08%+3,88913F-HRTimeline
Portfolio Resources Advisor Group, Inc.13,835$363K0.31%+1,92613F-HRTimeline
ARWA LLC14,054$360K0.15%new13F-HRTimeline
Balboa Wealth Partners13,712$360K0.05%+2,50813F-HRTimeline
Global Retirement Partners, LLC13,705$359K0.01%13F-HRTimeline
Sanchez Gaunt Capital Management, LLC13,642$358K0.2%+72213F-HRTimeline
Trilogy Capital Inc.13,620$357K0.01%+1,90013F-HRTimeline
VestGen Advisors, LLC13,372$351K0.01%+31413F-HRTimeline
REDW Wealth LLC13,232$347K0.12%-1,38713F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH13,152$345K0.09%+7,10313F-HRTimeline
Balance Wealth Partners LLC12,926$339K0.09%-1,74613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,832$337K<0.01%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC12,600$330K0.08%+79813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC12,593$330K<0.01%-3,72713F-HRTimelineGroup
BOKF, NAin group BOKF, NA12,556$329K<0.01%013F-HRTimelineGroup
FWG Investments, LLC.12,509$328K0.17%-8,14213F-HRTimeline
Hibernia Wealth Partners, LLC12,359$324K0.18%-9013F-HRTimeline
Geneos Wealth Management Inc.12,344$324K0.01%+10,18913F-HRTimeline
Maia Wealth LLC12,244$321K0.05%-1,09613F-HRTimeline
Capital Planning LLC12,054$316K0.09%new13F-HRTimeline
FLP Wealth Management, LLC12,011$315K0.56%-36,74613F-HRTimeline
Three Seasons Wealth, LLC11,957$314K0.03%+1,69613F-HRTimeline
Werba Rubin Papier Wealth Management11,632$305K0.04%+4113F-HRTimeline
Kesler, Norman & Wride, LLC11,480$301K0.05%+21013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,454$300K<0.01%+20413F-HRTimelineGroup
Claro Advisors Inc.11,177$293K0.03%new13F-HRTimeline
E&G Advisors, LLC11,000$289K0.06%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC11,000$289K0.05%+1,00013F-HRTimeline
Y-Intercept (Hong Kong) Ltd10,919$286K0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC10,803$283K0.01%+8913F-HRTimeline
Stonebridge Financial Group, LLC10,767$282K0.02%+51013F-HRTimeline
Texas Yale Capital Corp.10,250$269K0.01%+98413F-HRTimeline
SPINNAKER TRUST10,184$267K0.01%-635,72913F-HRTimeline
Quantinno Capital Management LP10,048$264K<0.01%-67313F-HRTimeline
Beacon Financial Advisory LLC9,822$258K0.05%+1,06113F-HRTimeline
Perennial Investment Advisors, LLC9,664$253K0.02%-34,52013F-HRTimeline
Empirical Asset Management, LLC9,472$248K0.06%new13F-HRTimeline
GK Wealth Management LLC9,446$248K0.15%new13F-HRTimeline
Creative Planningin group Creative Planning9,394$246K<0.01%-1,29413F-HRTimelineGroup
Third View Private Wealth, LLC9,273$243K0.03%-58513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC9,215$242K0.05%-32313F-HRTimeline
Hoxton Planning & Management, LLC9,188$241K0.06%-24913F-HRTimeline
Arax Advisory Partners9,181$241K<0.01%-91513F-HRTimeline
Coppell Advisory Solutions LLC8,510$233K0.03%new13F-HRTimeline
Buttonwood Financial Group, LLC8,822$231K0.13%-17113F-HRTimeline
Triumph Capital Management8,671$227K0.04%+4,49913F-HRTimeline
PKS Advisory Services, LLC8,649$227K0.04%new13F-HRTimeline
Global Financial Private Client, LLC8,592$225K0.06%-6,90913F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…8,564$225K0.02%-10,94513F-HRTimeline
Merit Financial Group, LLC8,472$222K<0.01%-2,56913F-HR/ATimeline
Capital Investment Advisory Services, L…8,260$217K0.01%-8513F-HRTimeline
Andina Capital Management, LLC7,994$210K0.34%-67,32713F-HRTimeline
Van Hulzen Asset Management, LLC7,924$208K0.01%-1,50013F-HRTimeline
SVRN Asset Management, LLC7,848$206K0.11%new13F-HRTimeline
Barnes Wealth Management Group, Inc7,828$205K0.09%new13F-HRTimeline
Key Capital Management, INC7,756$203K0.1%-7,20613F-HRTimeline
Smartleaf Asset Management LLC6,700$178K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.6,211$163K0.07%-61513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,067$159K0.01%+24913F-HRTimeline
Lloyd Advisory Services, LLC.5,395$142K0.05%-7,63413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,750$125K<0.01%+3,01713F-HRTimelineGroup
BLAIR WILLIAM & CO/IL4,673$123K<0.01%+45613F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.4,500$118K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.4,414$115K<0.01%013F-HRTimeline
Imprint Wealth LLC4,235$111K0.45%+41313F-HRTimeline
Richard W. Paul & Associates, LLC3,990$105K0.03%+1,10113F-HRTimeline
Collier Financial3,854$101K0.07%+2513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,794$99.5K<0.01%-39,37413F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.3,301$86.6K0.02%+2,37613F-HRTimeline
Qube Research & Technologies Ltd3,145$82.5K<0.01%+2,12313F-HRTimeline
WELLINGTON-ALTUS USA INC.3,099$81.5K0.06%+2,45013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,135$81.5K<0.01%+1,06113F-HRTimeline
Rossby Financial, LCC3,002$78.7K0.01%+1213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,973$78K<0.01%new13F-HRTimelineGroup
Kingdom Financial Group LLC.2,962$77.7K0.02%-10,06713F-HRTimeline
Clearstead Trust, LLC2,904$76.2K0.01%-10813F-HRTimeline
Allworth Financial LP2,749$72.1K<0.01%-91213F-HRTimeline
Buck Wealth Strategies, LLC2,368$62.1K0.01%new13F-HRTimeline
Oakmont Advisory Group, LLC2,317$60.8K0.05%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,024$53.1K<0.01%+1,86013F-HRTimelineGroup
Larson Financial Group LLC2,012$52.8K<0.01%013F-HRTimeline
Realta Investment Advisors1,922$50.4K0.02%+24913F-HRTimeline
Tidemark, LLC1,853$48.6K0.01%-43113F-HRTimeline
Blue Trust, Inc.1,700$44.6K<0.01%-6913F-HRTimeline
Strategic Wealth Partners, Ltd.1,457$38.2K<0.01%-3213F-HRTimeline
REAP Financial Group, LLC1,345$35.3K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC1,304$33.1K<0.01%+7513F-HRTimeline
POM Investment Strategies, LLC1,256$32.9K0.04%+1413F-HRTimeline
FINANCIAL CONSULATE, INC1,216$31.9K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC1,120$29.4K0.01%013F-HRTimeline