Skip to content
Disclosery

SPTL SPDR SERIES TRUST

Follow

SHS (fund)

456 managers (462 13F filers) reported a position in SPTL shares at 2024-12-31, 377,526,049 shares in all. 54 filers opened a position and 66 filers sold out during the quarter.

Managers
456
13F filers
462
New
54
Added
164
Reduced
167
Sold out
66
Shares held by filers
377,526,049

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
Proquility Private Wealth Partners, LLC46,776$1.23M0.39%-1,08413F-HRTimeline
Verdence Capital Advisors LLC46,443$1.22M0.1%-22,34513F-HRTimeline
Vertex Planning Partners, LLC44,855$1.17M0.26%+1,52013F-HRTimeline
Bolthouse Investments, LLC44,573$1.17M1.08%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…44,051$1.15M<0.01%-2,42713F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC43,251$1.13M0.09%-10,66113F-HRTimelineGroup
Brown Financial Advisors43,201$1.13M0.45%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…42,426$1.11M<0.01%-19213F-HRTimelineGroup
Private Wealth Group, LLC42,139$1.1M0.54%+10,86813F-HRTimeline
Tortoise Investment Management, LLC42,085$1.1M0.12%-2,63713F-HR/ATimeline
5T Wealth, LLC41,866$1.1M0.6%13F-HRTimeline
FLP Wealth Management, LLC41,413$1.08M2.77%13F-HRTimeline
Foundations Investment Advisors, LLC41,399$1.08M0.02%-40,93913F-HRTimeline
Arete Wealth Advisors, LLC41,278$1.08M0.08%-18,71513F-HRTimeline
Jacobi Capital Management LLC41,022$1.07M0.08%+3,65213F-HRTimeline
Clifford Group, LLC40,748$1.07M0.81%-21,06113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC40,471$1.06M0.04%+15,90813F-HR/ATimeline
Capital A Wealth Management, LLC40,313$1.06M1.75%13F-HRTimeline
Elevated Capital Advisors, LLC39,881$1.04M0.28%-4,42913F-HRTimeline
MML INVESTORS SERVICES, LLC38,801$1.02M<0.01%-30,73613F-HRTimeline
Cornerstone Wealth Management, LLC38,727$1.01M0.07%+2,13613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.38,441$1.01M0.4%+9613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …38,236$1M0.03%+28,80013F-HRTimelineGroup
Transce3nd, LLC37,934$993K0.34%13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC36,968$968K0.67%+1,68813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding36,758$942K-6,835Timeline
Money Design Co.,Ltd.35,406$930K0.05%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.35,327$925K0.03%+2,94813F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP35,122$920K0.25%+3,31913F-HRTimelineGroup
Sowell Financial Services LLC34,767$911K0.05%-9,66313F-HRTimeline
SteelPeak Wealth, LLC33,873$887K0.04%new13F-HRTimeline
Paladin Wealth, LLC31,952$837K0.72%new13F-HRTimeline
BANK OZK30,311$794K0.33%+20,88113F-HRTimeline
Center For Asset Management LLC30,204$791K0.51%+12,03913F-HRTimeline
E&G Advisors, LLC30,100$788K0.21%-13,25013F-HRTimeline
United Advisor Group, LLC30,073$788K0.16%new13F-HRTimeline
Kingsview Wealth Management, LLC30,015$786K0.02%-50313F-HRTimeline
Tradewinds Capital Management, LLC29,546$774K0.2%+26,63613F-HRTimeline
PRIVATE TRUST CO NA29,477$772K0.08%-4,06413F-HRTimeline
Integrity Wealth Solutions LLC29,157$764K0.43%+8,03013F-HRTimeline
Merit Financial Group, LLC28,031$734K0.01%-3,74113F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV28,010$734K0.17%-13,32613F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…27,847$729K0.28%+3,05713F-HRTimelineGroup
Narus Financial Partners, LLC27,703$726K0.25%-8,91013F-HRTimeline
International Private Wealth Advisors L…27,381$717K0.71%+7,72013F-HRTimeline
Austin Private Wealth, LLC27,293$715K0.07%-3,00413F-HRTimeline
Headlands Technologies LLC27,272$714K0.07%new13F-HRTimeline
Lansing Street Advisors26,982$707K0.25%+4,63113F-HRTimeline
Aveo Capital Partners, LLC26,790$702K0.08%-7,30213F-HRTimeline
FWG Investments, LLC.26,547$695K0.54%+32013F-HRTimeline
SOFI WEALTH, LLC26,171$685K0.05%new13F-HRTimeline
Vise Technologies, Inc.26,109$684K0.06%new13F-HRTimeline
NAPA WEALTH MANAGEMENT25,312$663K0.29%-41,65913F-HRTimeline
IFP Advisors, Inc25,269$662K0.02%+17,41113F-HRTimeline
Auour Investments LLC24,838$654K0.23%+5,94713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding24,937$653K-2,455Timeline
Full Sail Capital, LLC24,547$643K0.04%+4,36613F-HRTimeline
Donald L. Hagan, LLC24,277$636K0.33%+11,98413F-HRTimeline
Willis Johnson & Associates, Inc.24,075$631K0.05%+4,61813F-HRTimeline
Western Wealth Management, LLC24,046$630K0.04%+1,81913F-HR/ATimeline
Maridea Wealth Management LLC23,634$619K0.2%13F-HRTimeline
NorthCoast Asset Management LLC23,581$618K<0.01%new13F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP23,444$614K<0.01%+7,02413F-HRTimelineGroup
True Vision MN LLC23,041$603K0.36%-1,04213F-HRTimeline
Teamwork Financial Advisors, LLC23,020$603K0.08%-19,11513F-HRTimeline
CAP Partners, LLC22,474$589K0.41%-1,27213F-HRTimeline
Global Retirement Partners, LLC22,399$587K0.02%-73613F-HRTimeline
Synergy Investment Management, LLC21,004$550K0.24%13F-HRTimeline
Walkner Condon Financial Advisors LLC20,682$542K0.11%-17,24113F-HRTimeline
Hibernia Wealth Partners, LLC20,660$541K0.41%-21,65713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.20,391$536K0.38%-16,18413F-HRTimeline
Private Wealth Advisors, LLC20,322$532K0.23%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding20,180$529K-6,747Timeline
Alliance Wealth Advisors, LLC /UT19,933$522K0.13%-8,96213F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC19,885$521K0.57%13F-HRTimeline
SeaCrest Wealth Management, LLC19,331$506K0.05%-1,17013F-HRTimeline
Aspire Private Capital, LLC19,262$504K0.13%-40,10513F-HRTimeline
Maia Wealth LLC18,810$497K0.11%-5613F-HRTimeline
Lloyd Advisory Services, LLC.18,763$491K0.23%-2,32813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC18,762$491K<0.01%+7,28613F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.18,753$491K0.03%new13F-HR/ATimelineGroup
Signal Advisors Wealth, LLC18,703$490K0.06%+22513F-HRTimeline
Range Financial Group LLC18,672$489K0.23%+2,05813F-HRTimeline
Strategic Blueprint, LLC18,467$484K0.03%-1,28913F-HRTimeline
NORDEN GROUP LLC17,934$470K0.05%-4,96913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,758$465K<0.01%+1,78413F-HRTimelineGroup
Ironwood Wealth Management, LLC.17,744$465K0.14%-9,00413F-HRTimeline
HAZLETT, BURT & WATSON, INC.17,153$446K0.2%+2,93813F-HRTimeline
SBI Securities Co., Ltd.16,744$439K0.01%13F-HRTimeline
Blue Oak Capital, LLC16,655$436K0.27%13F-HRTimeline
Advisory Services Network, LLC16,235$425K0.01%-8,42013F-HRTimeline
JBR Co Financial Management Inc16,064$421K0.26%-29,06013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd15,394$403K0.03%new13F-HRTimelineGroup
LongView Wealth Management15,391$403K0.12%-2,73213F-HRTimeline
LifePlan Investment Advisors, Inc.15,303$401K0.25%+4,15013F-HRTimeline
REDW Wealth LLC15,127$396K0.14%new13F-HRTimeline
Lifeworks Advisors, LLC15,004$393K0.07%+33113F-HRTimeline
Cresset Asset Management, LLC14,933$391K<0.01%-13413F-HRTimeline
Versant Capital Management, Inc14,460$379K0.08%+1,11113F-HRTimeline
Creative Planningin group Creative Planning14,249$373K<0.01%+5,20813F-HRTimelineGroup
Beacon Pointe Advisors, LLC14,009$367K<0.01%-3,78913F-HRTimeline
Kingdom Financial Group LLC.13,952$365K0.25%+20313F-HRTimeline
Southern Style Financial, Inc.13,553$355K0.29%13F-HRTimeline
Compound Planning, Inc.13,466$353K0.02%-22,37513F-HRTimeline
Bell Investment Advisors, Inc13,456$352K0.07%new13F-HRTimeline
Wallace Advisory Group, LLC11,996$349K0.24%-46013F-HRTimeline
GK Wealth Management LLC13,198$346K0.44%13F-HRTimeline
BIRCH FINANCIAL GROUP, LLC13,102$343K0.39%13F-HRTimeline
USAdvisors Wealth Management, LLC13,114$343K0.11%-11713F-HRTimeline
Coppell Advisory Solutions LLC12,602$333K0.05%-20313F-HRTimeline
Regal Investment Advisors LLC12,548$329K0.02%+15113F-HRTimeline
4WEALTH ADVISORS, INC.12,508$328K0.33%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12,380$324K<0.01%-30813F-HRTimelineGroup
Clark Asset Management, LLC12,192$319K0.06%+1,53513F-HRTimeline
Anchor Pointe Wealth Management, LLC12,121$319K0.41%13F-HRTimeline
Clear Creek Financial Management, LLC11,910$312K0.03%-7,38113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,560$303K<0.01%-4,21313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV11,520$302K<0.01%-3,40413F-HRTimeline
Financial Advocates Investment Manageme…11,490$301K0.02%+32013F-HRTimeline
GeoWealth Management, LLC11,276$295K0.01%-32,22213F-HRTimeline
WealthTrak Capital Management LLC11,262$295K0.25%13F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC10,997$288K0.29%13F-HRTimeline
Ausdal Financial Partners, Inc.10,655$279K0.02%new13F-HRTimeline
WINCAP FINANCIAL LLC10,606$278K0.28%13F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…10,500$275K0.02%+4413F-HRTimelineGroup
PKS Advisory Services, LLC10,379$272K0.07%13F-HRTimeline
One Wealth Advisors, LLC9,983$261K0.04%-13,69013F-HRTimeline
Mascagni Wealth Management, Inc.9,590$261K0.26%13F-HR/ATimeline
Ashton Thomas Private Wealth, LLC9,891$259K0.01%new13F-HRTimeline
ETF Portfolio Partners, Inc.9,813$257K0.08%+35313F-HRTimeline
Prosperity Consulting Group, LLC9,413$247K0.02%-1,78313F-HRTimeline
HOWARD BAILEY SECURITIES, LLC9,238$242K0.09%-8813F-HRTimeline
Ethos Financial Group, LLC9,206$241K0.03%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,188$241K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.9,113$239K0.01%-3,71113F-HRTimeline
DIVERSIFIED TRUST CO8,811$231K0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH8,776$230K0.06%+33313F-HRTimeline
Running Point Capital Advisors, LLC8,632$226K0.08%new13F-HRTimeline
Csenge Advisory Group8,585$225K0.01%-82713F-HRTimeline
TFB Advisors LLC8,454$221K0.06%new13F-HRTimeline
Barnes Wealth Management Group, Inc8,285$217K0.15%13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC8,266$216K0.08%-6,64313F-HRTimeline
Gateway Wealth Partners, LLC8,061$211K0.05%new13F-HRTimeline
Elios Financial Group Inc.8,044$211K0.1%+11913F-HRTimeline
Wellment Financial7,887$207K0.26%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,820$205K0.02%-1,78513F-HRTimeline
Acorn Wealth Advisors, LLC7,691$201K0.08%-3,82713F-HRTimeline
EP Wealth Advisors, LLC7,256$190K<0.01%+3,18813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,864$180K<0.01%new13F-HRTimelineGroup
Allworth Financial LP6,732$176K<0.01%+3,03413F-HRTimeline
Financial Network Wealth Advisors LLC6,593$173K0.32%-22,23713F-HRTimeline
BLAIR WILLIAM & CO/IL6,357$166K<0.01%+6,02913F-HRTimeline
Capital Investment Advisory Services, L…5,155$135K0.01%-17513F-HRTimeline
Clearstead Trust, LLC4,517$118K0.03%+4,26113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,153$109K<0.01%-713F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC3,937$103K0.01%-61713F-HRTimeline
TD Waterhouse Canada Inc.3,884$102K<0.01%-6513F-HRTimeline
Quest 10 Wealth Builders, Inc.3,719$97.4K0.1%13F-HRTimeline
BOKF, NAin group BOKF, NA3,661$93.8K<0.01%-3,85013F-HRTimelineGroup
Horizon Investments, LLC2,992$78.4K<0.01%013F-HRTimeline
Castleview Partners, LLC2,990$78.3K0.04%+99313F-HR/ATimeline
Van Hulzen Asset Management, LLC2,990$78.3K0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC2,980$78K0.04%13F-HRTimeline
Kiker Wealth Management, LLC2,886$75.6K0.06%13F-HRTimeline
PSI Advisors, LLC2,884$75.5K0.02%-203,95913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,828$74.1K0.01%+16913F-HRTimeline
Richard W. Paul & Associates, LLC2,590$67.8K0.02%-1,31213F-HRTimeline
Arax Advisory Partners2,572$67.4K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,482$65K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.2,460$64.8K0.03%13F-HRTimeline
Parallel Advisors, LLC2,173$56.9K<0.01%-14,85813F-HRTimeline
Blue Trust, Inc.2,113$55.4K<0.01%+23513F-HR/ATimeline
SIMPLEX TRADING, LLC2,059$53K<0.01%-1,12513F-HRTimeline
Minot DeBlois Advisors LLC2,013$52.7K0.05%13F-HRTimeline
Realta Investment Advisors1,831$47.8K0.02%+1,79313F-HRTimeline
BALLAST ADVISORS LLC1,692$44.3K0.01%-6013F-HRTimeline
Rosenberg Matthew Hamilton1,684$44.1K0.01%-4213F-HRTimeline
GODSEY & GIBB, INC1,598$41.9K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,538$40.3K<0.01%-17013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,517$39.7K<0.01%+1,22313F-HRTimelineGroup
Key Financial Inc1,420$37.2K0.01%013F-HRTimeline
IMG Wealth Management, Inc.1,364$35.7K0.03%13F-HRTimeline
Smartleaf Asset Management LLC1,208$31.7K<0.01%+32813F-HRTimeline
Raleigh Capital Management Inc.1,125$29.5K0.01%-16,46713F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,039$27.2K0.02%13F-HRTimeline
Rakuten Securities, Inc.1,020$26.7K0.01%-1013F-HRTimeline
HBC Financial Services, PLLC981$25K0.02%013F-HRTimeline
Plante Moran Financial Advisors, LLC929$24.3K<0.01%+89213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…926$24.2K<0.01%+9513F-HRTimelineGroup
Powell Investment Advisors, LLC788$20.6K0.01%013F-HRTimeline
Parkside Financial Bank & Trust749$19.6K<0.01%013F-HRTimeline
Global Financial Private Client, LLC736$19.3K0.01%-3,87613F-HRTimeline
Financial Management Professionals, Inc.716$18.8K<0.01%013F-HRTimeline
Avion Wealth686$17K<0.01%013F-HRTimeline
Avior Wealth Management, LLC624$16.3K<0.01%+23713F-HRTimeline
New Millennium Group LLC614$16.1K0.01%new13F-HRTimeline
Fortitude Family Office, LLC590$15.5K0.01%013F-HRTimeline
LGT Financial Advisors LLC565$14.8K0.03%-1,09513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding526$13.8K-155Timeline
Safe Harbor Fiduciary, LLC457$12K0.01%+213F-HRTimeline