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Disclosery

SPTL SPDR SERIES TRUST

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SHS (fund)

467 managers (471 13F filers) reported a position in SPTL shares at 2025-03-31, 389,266,345 shares in all. 65 filers opened a position and 49 filers sold out during the quarter.

Managers
467
13F filers
471
New
65
Added
193
Reduced
167
Sold out
49
Shares held by filers
389,266,345

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
Idaho Trust Co51,610$1.41M0.57%new13F-HRTimeline
Proquility Private Wealth Partners, LLC51,074$1.39M0.43%+4,29813F-HRTimeline
HUB Investment Partners, LLC49,838$1.36M0.05%new13F-HRTimeline
Lansing Street Advisors49,245$1.34M0.45%+22,26313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC48,444$1.32M0.05%-9,53313F-HRTimeline
BANK OZK47,751$1.3M0.54%+17,44013F-HRTimeline
TWO SIGMA SECURITIES, LLC46,739$1.27M0.19%new13F-HRTimeline
Foundations Investment Advisors, LLC46,512$1.27M0.02%+5,11313F-HRTimeline
Hobbs Group Advisors, LLC46,480$1.27M0.48%-71,81413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT45,876$1.25M0.04%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…45,179$1.23M<0.01%+2,75313F-HRTimelineGroup
FLP Wealth Management, LLC44,290$1.21M3.84%+2,87713F-HRTimeline
Aptus Capital Advisors, LLC43,711$1.19M0.01%-47,71713F-HRTimeline
Jacobi Capital Management LLC43,677$1.19M0.09%+2,65513F-HRTimeline
Ironwood Wealth Management, LLC.43,564$1.19M0.36%+25,82013F-HRTimeline
Centerpoint Advisory Group43,258$1.18M1.16%-13,87613F-HRTimeline
Simplicity Wealth,LLC42,973$1.17M0.09%new13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.41,138$1.12M0.44%+2,69713F-HRTimeline
B. Riley Wealth Advisors, Inc.40,359$1.1M0.03%-35,82213F-HRTimeline
5T Wealth, LLC38,883$1.06M0.6%-2,98313F-HRTimeline
BIRCH FINANCIAL GROUP, LLC38,599$1.05M0.94%+25,49713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC38,514$1.05M0.05%-1,95713F-HR/ATimeline
Sowell Financial Services LLC38,086$1.04M0.05%+3,31913F-HRTimeline
Transce3nd, LLC38,015$1.04M0.46%+8113F-HRTimeline
Janney Montgomery Scott LLC37,440$1.02M<0.01%-87,88613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …37,191$1.01M0.03%-1,04513F-HRTimelineGroup
Balance Wealth Partners LLC37,054$1.01M0.66%13F-HRTimeline
Elevated Capital Advisors, LLC36,814$1M0.28%-3,06713F-HRTimeline
Blue Oak Capital, LLC35,833$977K0.54%+19,17813F-HRTimeline
Willis Johnson & Associates, Inc.35,332$963K0.07%+11,25713F-HRTimeline
Auour Investments LLC35,769$962K0.35%+10,93113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding35,082$956K+10,145Timeline
United Advisor Group, LLC34,536$941K0.19%+4,46313F-HRTimeline
Private Wealth Group, LLC34,443$939K0.55%-7,69613F-HRTimeline
Compound Planning, Inc.34,090$929K0.04%+20,62413F-HRTimeline
Verdence Capital Advisors LLC33,624$917K0.07%-12,81913F-HRTimeline
International Private Wealth Advisors L…32,687$891K0.85%+5,30613F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP31,407$856K0.24%-3,71513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.30,690$837K0.02%-4,63713F-HRTimeline
PRIVATE TRUST CO NA30,391$828K0.09%+91413F-HRTimeline
Paladin Wealth, LLC30,326$827K0.74%-1,62613F-HRTimeline
E&G Advisors, LLC30,200$823K0.23%+10013F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.30,068$820K0.39%new13F-HRTimeline
Narus Financial Partners, LLC29,940$816K0.28%+2,23713F-HRTimeline
Kingsview Wealth Management, LLC28,958$789K0.01%-1,05713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding28,839$780K-7,919Timeline
Clear Creek Financial Management, LLC27,242$743K0.08%+15,33213F-HRTimeline
Tidemark, LLC26,932$734K0.27%-235,12513F-HRTimeline
Merit Financial Group, LLC26,847$732K0.01%-1,18413F-HRTimeline
Summit Trail Advisors, LLC26,578$725K0.02%-38,06113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.26,194$714K0.54%+5,80313F-HRTimeline
CAP Partners, LLC25,994$709K0.51%+3,52013F-HRTimeline
Colonial River Investments, LLC25,868$705K0.39%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL25,522$696K0.01%new13F-HRTimeline
True Vision MN LLC25,405$693K0.41%+2,36413F-HRTimeline
Headlands Technologies LLC25,171$686K0.08%-2,10113F-HRTimeline
Collier Financial24,635$672K0.57%-92,08213F-HRTimeline
Full Sail Capital, LLC24,621$671K0.04%+7413F-HRTimeline
LifePlan Investment Advisors, Inc.24,574$670K0.39%+9,27113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC24,206$660K<0.01%+6,44813F-HRTimelineGroup
Donald L. Hagan, LLC24,118$657K0.34%-15913F-HRTimeline
Perennial Investment Advisors, LLC23,918$652K0.07%-101,62813F-HRTimeline
Maridea Wealth Management LLC23,711$646K0.21%+7713F-HRTimeline
Center For Asset Management LLC23,443$639K0.39%-6,76113F-HRTimeline
Brown Financial Advisors22,221$606K0.25%-20,98013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,421$584K<0.01%+17,26813F-HRTimelineGroup
Walkner Condon Financial Advisors LLC21,159$577K0.12%+47713F-HRTimeline
FWG Investments, LLC.21,153$577K0.68%-5,39413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20,872$564K<0.01%-2,57213F-HR/ATimelineGroup
Range Financial Group LLC20,552$560K0.25%+1,88013F-HRTimeline
NorthCoast Asset Management LLC20,454$558K<0.01%-3,12713F-HR/ATimeline
Alliance Wealth Advisors, LLC /UT20,446$557K0.15%+51313F-HRTimeline
Maia Wealth LLC21,109$555K0.13%+2,29913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.20,316$554K0.03%+1,56313F-HR/ATimelineGroup
Private Wealth Advisors, LLC20,249$552K0.23%-7313F-HRTimeline
HAZLETT, BURT & WATSON, INC.20,338$551K0.25%+3,18513F-HRTimeline
Raleigh Capital Management Inc.20,135$549K0.25%+19,01013F-HRTimeline
Teamwork Financial Advisors, LLC19,980$545K0.08%-3,04013F-HRTimeline
Signal Advisors Wealth, LLC19,552$533K0.05%+84913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC18,982$517K<0.01%+22013F-HRTimelineGroup
SIGNATUREFD, LLC18,778$512K0.01%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…18,408$502K0.02%-1,77213F-HRTimelineGroup
Versant Capital Management, Inc18,212$496K0.08%+3,75213F-HRTimeline
SeaCrest Wealth Management, LLC17,635$481K0.05%-1,69613F-HRTimeline
Lloyd Advisory Services, LLC.17,619$480K0.24%-1,14413F-HRTimeline
REDW Wealth LLC17,429$475K0.18%+2,30213F-HRTimeline
Capital A Wealth Management, LLC16,709$456K0.48%-23,60413F-HRTimeline
NAPA WEALTH MANAGEMENT16,511$450K0.25%-8,80113F-HRTimeline
Clark Asset Management, LLC15,387$419K0.07%+3,19513F-HRTimeline
Smart Money Group LLC15,188$414K0.14%new13F-HR/ATimeline
NORDEN GROUP LLC15,142$413K0.05%-2,79213F-HRTimeline
Cresset Asset Management, LLC14,923$407K<0.01%-1013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,961$381K<0.01%+4,77313F-HRTimeline
SBI Securities Co., Ltd.13,799$376K0.01%-2,94513F-HRTimeline
WINCAP FINANCIAL LLC13,683$373K0.35%+3,07713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP13,403$365K0.03%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management13,375$365K0.01%+1,81513F-HRTimelineGroup
GeoWealth Management, LLC12,981$354K0.01%+1,70513F-HRTimeline
GK Wealth Management LLC12,894$351K0.44%-30413F-HR/ATimeline
J.W. COLE ADVISORS, INC.12,864$351K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning12,829$350K<0.01%-1,42013F-HRTimelineGroup
Kingdom Financial Group LLC.12,794$349K0.26%-1,15813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,752$348K<0.01%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC12,641$345K0.08%+4,58013F-HRTimeline
Independent Advisor Alliance12,594$343K0.01%-1,153,68013F-HRTimeline
Csenge Advisory Group12,737$335K0.02%+4,15213F-HRTimeline
Wealthspire Advisors, LLC11,721$320K<0.01%new13F-HRTimeline
Werba Rubin Papier Wealth Management11,591$316K0.07%new13F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…11,570$315K0.12%-16,27713F-HRTimelineGroup
Strategic Blueprint, LLC11,560$315K0.02%-6,90713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,510$314K0.01%new13F-HRTimeline
PKS Advisory Services, LLC11,306$306K0.08%+92713F-HRTimeline
LITTLE HOUSE CAPITAL LLC11,185$305K0.08%new13F-HRTimeline
JBR Co Financial Management Inc10,989$300K0.18%-5,07513F-HRTimeline
Mattson Financial Services, LLC10,926$298K0.09%new13F-HRTimeline
4WEALTH ADVISORS, INC.10,592$289K0.32%-1,91613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,536$287K<0.01%+10,47513F-HRTimeline
Syntegra Private Wealth Group, LLC10,534$287K0.03%new13F-HRTimeline
Regal Investment Advisors LLC10,468$285K0.02%-2,08013F-HRTimeline
McGlone Suttner Wealth Management, Inc.10,354$282K0.05%new13F-HRTimeline
Cassaday & Co Wealth Management LLC10,225$279K0.01%new13F-HRTimeline
NOVUS ADVISORS, LLC10,206$278K0.28%new13F-HRTimeline
Ausdal Financial Partners, Inc.10,047$274K0.02%-60813F-HRTimeline
LongView Wealth Management10,042$274K0.08%-5,34913F-HRTimeline
USAdvisors Wealth Management, LLC9,953$271K0.09%-3,16113F-HRTimeline
Mascagni Wealth Management, Inc.9,590$261K0.26%013F-HR/ATimeline
Running Point Capital Advisors, LLC9,433$257K0.08%+80113F-HRTimeline
ETF Portfolio Partners, Inc.9,428$257K0.08%-38513F-HRTimeline
Bell Investment Advisors, Inc9,294$253K0.05%-4,16213F-HRTimeline
Capital Investment Advisory Services, L…9,040$246K0.02%+3,88513F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC8,974$245K0.17%-27,99413F-HRTimeline
Prosperity Consulting Group, LLC8,954$244K0.02%-45913F-HRTimeline
Savvy Advisors, Inc.8,914$243K0.02%-129,84813F-HRTimeline
Financial Network Wealth Advisors LLC8,896$243K0.32%+2,30313F-HRTimeline
Ethos Financial Group, LLC9,206$241K0.02%013F-HRTimeline
DIVERSIFIED TRUST CO8,740$238K0.01%-7113F-HRTimeline
HOWARD BAILEY SECURITIES, LLC8,647$236K0.08%-59113F-HR/ATimeline
TFB Advisors LLC8,602$234K0.07%+14813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,529$233K<0.01%-2,99113F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC8,386$229K0.22%13F-HRTimeline
Wallace Advisory Group, LLC8,717$228K0.16%-3,27913F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.8,292$226K0.06%new13F-HRTimelineGroup
Mission Financial Group, LLC8,468$223K0.21%13F-HRTimeline
Elios Financial Group Inc.8,071$220K0.11%+2713F-HRTimeline
Barnes Wealth Management Group, Inc8,067$220K0.14%-21813F-HRTimeline
Lifeworks Advisors, LLC8,026$219K0.04%-6,97813F-HRTimeline
Coppell Advisory Solutions LLC8,022$217K0.03%-4,58013F-HRTimeline
Geneos Wealth Management Inc.7,939$216K<0.01%-1,17413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,860$214K<0.01%new13F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…7,720$210K0.02%-2,78013F-HRTimelineGroup
Wellment Financial7,672$209K0.28%-21513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC7,632$208K0.08%-63413F-HRTimeline
Ashton Thomas Private Wealth, LLC7,578$207K0.01%-2,31313F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.7,578$207K0.31%new13F-HRTimeline
Belpointe Asset Management LLC7,411$202K0.01%-37,16913F-HRTimeline
Fortis Capital Advisors, LLC7,411$202K0.04%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,393$202K0.02%new13F-HRTimelineGroup
Aveo Capital Partners, LLC7,606$201K0.03%-19,18413F-HRTimeline
WealthTrak Capital Management LLC7,358$201K0.17%-3,90413F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH6,889$188K0.06%-1,88713F-HRTimeline
EP Wealth Advisors, LLC6,843$187K<0.01%-41313F-HRTimeline
IFP Advisors, Inc6,786$185K0.01%-18,48313F-HRTimeline
Clearstead Trust, LLC6,612$180K0.04%+2,09513F-HRTimeline
Wayfinding Financial, LLC6,016$163K0.07%new13F-HRTimeline
BLAIR WILLIAM & CO/IL5,408$147K<0.01%-94913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,000$136K<0.01%-1,86413F-HRTimelineGroup
Allworth Financial LP4,127$109K<0.01%-2,60513F-HRTimeline
BOKF, NAin group BOKF, NA3,996$109K<0.01%+33513F-HRTimelineGroup
Richard W. Paul & Associates, LLC3,948$108K0.04%+1,35813F-HRTimeline
TD Waterhouse Canada Inc.3,881$106K<0.01%-313F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC3,500$95.4K0.04%new13F-HRTimeline
Horizon Investments, LLC2,992$81.6K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC2,853$77.8K0.05%-3313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,762$75.3K<0.01%+28013F-HRTimeline
Tradewinds Capital Management, LLC2,693$73.4K0.02%-26,85313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,505$68.3K0.01%-32313F-HRTimeline
AMERIFLEX GROUP, INC.2,460$67.1K0.03%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,424$66.1K0.02%-1,51313F-HRTimeline
Medallion Wealth Advisors, LLC1,980$54.2K0.02%-1,00013F-HRTimeline
Smartleaf Asset Management LLC1,996$54K0.01%+78813F-HRTimeline
Quest 10 Wealth Builders, Inc.1,938$52.8K0.06%-1,78113F-HRTimeline
AdvisorNet Financial, Inc1,756$47.9K<0.01%+21813F-HRTimeline
BALLAST ADVISORS LLC1,692$46.1K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton1,684$45.9K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC1,649$44K<0.01%-41013F-HRTimeline
GODSEY & GIBB, INC1,598$43.6K<0.01%013F-HRTimeline
Global Financial Private Client, LLC1,578$43K0.02%+84213F-HRTimeline
Key Financial Inc1,420$38.7K0.01%013F-HRTimeline
Realta Investment Advisors1,353$36.9K0.02%-47813F-HRTimeline
Arax Advisory Partners1,343$36.6K<0.01%-1,22913F-HRTimeline
Citizens National Bank Trust Department1,343$36.6K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust1,248$34K<0.01%+49913F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,039$28.3K0.01%013F-HR/ATimeline
IMG Wealth Management, Inc.1,006$27.4K0.02%-35813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC981$26.7K<0.01%new13F-HRTimeline
Parallel Advisors, LLC917$25K<0.01%-1,25613F-HRTimeline
Truvestments Capital LLC871$23.7K0.01%new13F-HRTimeline
Continuum Advisory, LLC850$23.2K<0.01%+62013F-HRTimeline
PROFFITT & GOODSON INC804$21.9K<0.01%+80013F-HRTimeline
Powell Investment Advisors, LLC788$21.5K0.01%013F-HRTimeline