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Disclosery

SPTL SPDR SERIES TRUST

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SHS (fund)

436 managers (440 13F filers) reported a position in SPTL shares at 2025-06-30, 373,331,674 shares in all. 45 filers opened a position and 77 filers sold out during the quarter.

Managers
436
13F filers
440
New
45
Added
177
Reduced
163
Sold out
77
Shares held by filers
373,331,674

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
FLP Wealth Management, LLC49,157$1.31M3.67%+4,86713F-HRTimeline
Lansing Street Advisors48,411$1.29M0.38%-83413F-HRTimeline
HARBOUR INVESTMENTS, INC.47,397$1.26M0.03%+16,70713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC46,454$1.23M<0.01%+22,24813F-HRTimelineGroup
Merit Financial Group, LLC45,912$1.22M0.01%+19,06513F-HRTimeline
Full Sail Capital, LLC42,953$1.14M0.07%+18,33213F-HRTimeline
Narus Financial Partners, LLC42,907$1.14M0.36%+12,96713F-HRTimeline
TUDOR INVESTMENT CORP ET AL42,802$1.14M0.01%+17,28013F-HRTimeline
Centerpoint Advisory Group42,473$1.13M0.98%-78513F-HRTimeline
Aptus Capital Advisors, LLC41,787$1.11M0.01%-1,92413F-HRTimeline
Willis Johnson & Associates, Inc.40,984$1.09M0.07%+5,65213F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.40,934$1.09M0.39%-20413F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV40,400$1.07M0.22%-15,95913F-HRTimeline
Elevated Capital Advisors, LLC36,814$1M0.28%013F-HRTimeline
United Advisor Group, LLC37,473$996K0.17%+2,93713F-HRTimeline
Essential Partners LLC37,395$994K0.4%13F-HRTimeline
Colonial River Investments, LLC37,642$987K0.42%+11,77413F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.36,104$960K0.41%+6,03613F-HRTimeline
Auour Investments LLC35,839$953K0.33%+7013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC35,122$934K0.02%+23,61213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC33,865$900K0.03%-4,64913F-HRTimeline
Global Retirement Partners, LLC33,752$897K0.02%13F-HRTimeline
Blue Oak Capital, LLC33,330$886K0.47%-2,50313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding33,661$884K+4,822Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…32,923$875K<0.01%-1,222,47313F-HR/ATimelineGroup
Scott Marsh Financial, LLC32,527$865K0.32%13F-HRTimeline
Arete Wealth Advisors, LLC32,044$852K0.06%-32,51813F-HRTimeline
Drucker Wealth 3.0, LLC32,512$852K0.16%new13F-HRTimeline
CAP Partners, LLC31,147$828K0.52%+5,15313F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP30,543$812K0.22%-86413F-HRTimelineGroup
Compound Planning, Inc.30,362$807K0.03%-3,72813F-HRTimeline
Summit Trail Advisors, LLC30,273$805K0.01%+3,69513F-HRTimeline
Empowered Funds, LLC30,340$804K0.01%new13F-HRTimeline
E&G Advisors, LLC30,200$803K0.21%013F-HRTimeline
Center For Asset Management LLC29,541$776K0.48%+6,09813F-HRTimeline
Kingsview Wealth Management, LLC28,825$766K0.01%-13313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP28,798$758K<0.01%+7,92613F-HRTimelineGroup
Goldstein Advisors, LLC28,154$748K0.1%new13F-HRTimeline
Paladin Wealth, LLC27,762$738K0.57%-2,56413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.27,760$736K0.49%+1,56613F-HRTimeline
B. Riley Wealth Advisors, Inc.26,709$710K0.03%-13,65013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…26,437$703K<0.01%-18,74213F-HRTimelineGroup
Christopher J. Hasenberg, Inc26,377$701K0.26%new13F-HRTimeline
International Private Wealth Advisors L…25,696$683K0.59%-6,99113F-HRTimeline
GTS SECURITIES LLC25,050$666K0.03%-141,83813F-HRTimeline
Headlands Technologies LLC25,034$665K0.08%-13713F-HRTimeline
PRIVATE TRUST CO NA24,577$653K0.06%-5,81413F-HRTimeline
Maridea Wealth Management LLC24,478$651K0.17%+76713F-HRTimeline
Gladstone Institutional Advisory LLC24,386$648K0.03%-45,00813F-HRTimeline
Balance Wealth Partners LLC24,348$647K0.38%-12,70613F-HRTimeline
True Vision MN LLC24,050$639K0.35%-1,35513F-HRTimeline
Raleigh Capital Management Inc.23,729$631K0.26%+3,59413F-HRTimeline
FWG Investments, LLC.23,444$623K0.47%+2,29113F-HRTimeline
Private Wealth Group, LLC22,690$603K0.32%-11,75313F-HRTimeline
IHT Wealth Management, LLC22,035$586K0.02%-31,20413F-HRTimeline
Brown Financial Advisors21,868$581K0.23%-35313F-HRTimeline
Smart Money Group LLC21,788$579K0.18%+6,60013F-HRTimeline
Alliance Wealth Advisors, LLC /UT21,393$569K0.14%+94713F-HRTimeline
Lloyd Advisory Services, LLC.21,222$564K0.27%+3,60313F-HRTimeline
Walkner Condon Financial Advisors LLC21,192$563K0.1%+3313F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC21,177$563K0.92%new13F-HRTimeline
Independent Advisor Alliance21,162$562K0.02%+8,56813F-HRTimeline
Keebeck Wealth Management21,036$559K0.07%new13F-HRTimeline
Global Financial Private Client, LLC21,026$559K0.21%+19,44813F-HRTimeline
Range Financial Group LLC21,006$558K0.22%+45413F-HRTimeline
Private Wealth Advisors, LLC20,249$538K0.21%013F-HRTimeline
IFP Advisors, Inc20,022$532K0.02%+13,23613F-HRTimeline
Versant Capital Management, Inc19,300$513K0.08%+1,08813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19,160$509K0.01%-40,28813F-HRTimelineGroup
Abacus Wealth Partners, LLC18,950$504K0.08%new13F-HRTimeline
Teamwork Financial Advisors, LLC18,605$495K0.06%-1,37513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC18,530$493K<0.01%+7,99413F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC18,216$484K0.1%new13F-HRTimeline
GeoWealth Management, LLC18,100$481K0.02%+5,11913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC17,449$464K<0.01%-1,53313F-HRTimelineGroup
REDW Wealth LLC17,324$460K0.18%-10513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…16,985$451K0.01%-1,42313F-HRTimelineGroup
Clark Asset Management, LLC16,609$441K0.06%+1,22213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC16,602$441K0.04%+9,20913F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC16,443$437K0.05%-30,29613F-HRTimeline
Fermata Advisors, LLC16,414$436K0.12%new13F-HRTimeline
Maia Wealth LLC16,329$434K0.08%-4,78013F-HRTimeline
NORDEN GROUP LLC15,859$422K0.05%+71713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP14,983$398K0.03%+1,58013F-HRTimeline
SBI Securities Co., Ltd.14,905$396K0.01%+1,10613F-HRTimeline
Cresset Asset Management, LLC14,872$395K<0.01%-5113F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS14,162$376K<0.01%+20113F-HRTimeline
Balefire, LLC14,085$374K0.08%new13F-HRTimeline
Edgestream Partners, L.P.14,076$374K0.01%new13F-HRTimeline
Donald L. Hagan, LLC13,978$372K0.19%-10,14013F-HRTimeline
Clear Creek Financial Management, LLC13,193$351K0.03%-14,04913F-HRTimeline
GK Wealth Management LLC12,805$340K0.34%-8913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,440$331K0.01%new13F-HRTimelineGroup
LifePlan Investment Advisors, Inc.12,360$329K0.16%-12,21413F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …12,280$326K<0.01%new13F-HRTimelineGroup
Csenge Advisory Group12,402$323K0.02%-33513F-HRTimeline
NOVUS ADVISORS, LLC11,899$316K0.48%+1,69313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding11,783$313K-23,299Timeline
Wealthspire Advisors, LLC11,610$309K<0.01%-11113F-HRTimeline
Werba Rubin Papier Wealth Management11,591$308K0.06%013F-HRTimeline
R. W. Roge & Company, Inc.11,622$308K0.17%-617,56113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,512$306K<0.01%-1,86313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.11,343$301K0.01%-1,52113F-HRTimeline
Running Point Capital Advisors, LLC11,025$293K0.08%+1,59213F-HRTimeline
SeaCrest Wealth Management, LLC10,751$286K0.03%-6,88413F-HRTimeline
Mattson Financial Services, LLC10,677$284K0.08%-24913F-HRTimeline
Dentgroup LLC10,660$283K0.2%new13F-HRTimeline
Creative Planningin group Creative Planning10,431$277K<0.01%-2,39813F-HRTimelineGroup
Elios Financial Group Inc.10,398$276K0.13%+2,32713F-HRTimeline
Gateway Wealth Partners, LLC10,316$274K0.05%-2,32513F-HRTimeline
USAdvisors Wealth Management, LLC10,320$274K0.1%+36713F-HRTimeline
CALTON & ASSOCIATES, INC.10,255$273K0.05%new13F-HRTimeline
Cassaday & Co Wealth Management LLC10,225$272K0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC10,042$267K0.08%+6,54213F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.10,004$266K0.36%+2,42613F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…9,931$264K0.08%-1,63913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV9,819$261K<0.01%+1,29013F-HRTimeline
PKS Advisory Services, LLC9,707$258K0.07%-1,59913F-HRTimeline
ETF Portfolio Partners, Inc.9,431$251K0.07%+313F-HRTimeline
TFB Advisors LLC9,310$247K0.06%+70813F-HRTimeline
Janney Montgomery Scott LLC9,296$247K<0.01%-28,14413F-HRTimeline
Texas Yale Capital Corp.9,161$244K0.01%new13F-HRTimeline
Latitude Advisors, LLC9,025$240K0.12%new13F-HRTimeline
Wallace Advisory Group, LLC8,793$240K0.17%+7613F-HRTimeline
Financial Network Wealth Advisors LLC8,476$225K0.27%-42013F-HRTimeline
NAPA WEALTH MANAGEMENT8,218$218K0.1%-8,29313F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.8,207$218K0.05%-8513F-HRTimelineGroup
Capital Investment Advisory Services, L…8,078$215K0.02%-96213F-HRTimeline
MGO ONE SEVEN LLC8,019$213K0.01%-59,61013F-HRTimeline
Wellment Financial8,006$213K0.27%+33413F-HRTimeline
EP Wealth Advisors, LLC7,979$212K<0.01%+1,13613F-HRTimeline
HOWARD BAILEY SECURITIES, LLC7,974$212K0.07%-67313F-HR/ATimeline
Lifeworks Advisors, LLC7,875$209K0.03%-15113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,764$206K<0.01%-9613F-HR/ATimelineGroup
OLD MISSION CAPITAL LLC7,536$200K0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH5,815$155K0.05%-1,07413F-HRTimeline
BLAIR WILLIAM & CO/IL5,188$138K<0.01%-22013F-HRTimeline
Tidemark, LLC4,635$123K0.04%-22,29713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,288$114K<0.01%-17,13313F-HRTimelineGroup
Allworth Financial LP4,106$109K<0.01%-2113F-HRTimeline
Richard W. Paul & Associates, LLC4,082$108K0.04%+13413F-HRTimeline
TD Waterhouse Canada Inc.3,881$103K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc3,765$100K0.02%-5,52913F-HRTimeline
Arax Advisory Partners3,718$98.8K<0.01%+2,37513F-HRTimeline
Smartleaf Asset Management LLC3,704$97.5K0.01%+1,70813F-HRTimeline
Capital A Wealth Management, LLC3,191$92.6K1.04%-13,51813F-HRTimeline
Clearstead Trust, LLC3,036$80.7K0.02%-3,57613F-HRTimeline
Horizon Investments, LLC2,992$79.5K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC2,693$71.6K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,648$70.4K0.01%+14313F-HRTimeline
Kiker Wealth Management, LLC2,486$66.1K0.04%-36713F-HRTimeline
Quest 10 Wealth Builders, Inc.2,327$61.9K0.06%+38913F-HRTimeline
Realta Investment Advisors2,103$55.9K0.02%+75013F-HRTimeline
Medallion Wealth Advisors, LLC1,980$52.5K0.02%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,815$48.2K0.02%-60913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,776$47.2K<0.01%+1,64113F-HRTimelineGroup
AdvisorNet Financial, Inc1,756$46.7K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,693$45K<0.01%-3,30713F-HRTimelineGroup
BALLAST ADVISORS LLC1,692$45K0.01%013F-HRTimeline
Blue Trust, Inc.1,553$41.3K<0.01%+1,44813F-HRTimeline
Key Financial Inc1,420$37.7K0.01%013F-HRTimeline
Citizens National Bank Trust Department1,343$35.7K0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,248$33.2K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,174$31.2K<0.01%+25713F-HRTimeline
Geneos Wealth Management Inc.1,107$29.4K<0.01%-6,83213F-HRTimeline
IMG Wealth Management, Inc.1,006$26.7K0.02%013F-HRTimeline
Powell Investment Advisors, LLC788$20.9K0.01%013F-HRTimeline
Financial Management Professionals, Inc.719$19.1K<0.01%+313F-HRTimeline
TRUST CO OF VERMONT706$18.8K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.706$18.8K<0.01%13F-HRTimeline
Avion Wealth686$18K<0.01%013F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.606$16K<0.01%+25813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Morton Brown Family Wealth, LLC582$15.5K<0.01%013F-HRTimeline
New Millennium Group LLC580$15.4K0.01%013F-HRTimeline
LGT Financial Advisors LLC565$15K0.04%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.580$15K0.01%-19,75813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC550$14.6K<0.01%new13F-HRTimelineGroup
Safe Harbor Fiduciary, LLC542$14.4K0.01%+9913F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…526$13.9K<0.01%013F-HRTimelineGroup
Talon Private Wealth, LLC494$13.1K<0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC492$13.1K<0.01%-54713F-HRTimeline
WEBSTER BANK, N. A.489$13K<0.01%013F-HRTimeline
SWAN Capital LLC478$12.7K0.01%new13F-HRTimeline
Northwest Capital Management Inc477$12.7K0.01%+7513F-HRTimeline
EPG Wealth Management LLC405$10.8K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…389$10.3K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC381$10.1K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.401$10K<0.01%-11213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management294$7.82K<0.01%013F-HRTimelineGroup
Towne Trust Company, N.A287$7.63K<0.01%013F-HR/ATimeline
Crewe Advisors LLC271$7.2K<0.01%013F-HRTimeline
UMB Bank, n.a.239$6.35K<0.01%new13F-HR/ATimeline
Park Square Financial Group, LLC227$6.03K<0.01%+8413F-HRTimeline
Sound Income Strategies, LLC213$5.66K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.210$5.56K<0.01%-2,25013F-HRTimeline
Wilmington Savings Fund Society, FSB194$5.16K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.179$4.76K<0.01%new13F-HRTimelineGroup
Fairscale Capital, LLC181$4.75K<0.01%new13F-HRTimeline
Virtus Fixed Income Advisers, LLCin group Virtus Investment Advisers, L…162$4.31K<0.01%13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…139$3.69K<0.01%new13F-HRTimelineGroup