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Disclosery

SPTL SPDR SERIES TRUST

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SHS (fund)

417 managers (420 13F filers) reported a position in SPTL shares at 2025-09-30, 385,755,659 shares in all. 48 filers opened a position and 58 filers sold out during the quarter.

Managers
417
13F filers
420
New
48
Added
181
Reduced
146
Sold out
58
Shares held by filers
385,755,659

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
FSB PREMIER WEALTH MANAGEMENT, INC.42,114$1.13M0.37%+1,18013F-HRTimeline
Aptus Capital Advisors, LLC41,325$1.11M0.01%-46213F-HRTimeline
Narus Financial Partners, LLC40,991$1.1M0.3%-1,91613F-HR/ATimeline
Empowered Funds, LLC41,070$1.1M0.01%+10,73013F-HRTimeline
Alliance Wealth Advisors, LLC /UT38,580$1.04M0.24%+17,18713F-HRTimeline
VICUS CAPITAL38,429$1.04M0.08%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP38,582$1.03M<0.01%+9,78413F-HRTimelineGroup
Willis Johnson & Associates, Inc.38,315$1.03M0.06%-2,66913F-HRTimeline
Centerpoint Advisory Group38,259$1.03M0.8%-4,21413F-HRTimeline
B. Riley Wealth Advisors, Inc.36,050$972K0.05%+9,34113F-HRTimeline
Auour Investments LLC35,545$958K0.31%-29413F-HRTimeline
CAP Partners, LLC35,452$955K0.54%+4,30513F-HRTimeline
Elevated Capital Advisors, LLC34,841$939K0.23%-1,97313F-HRTimeline
SIMPLEX TRADING, LLC33,353$898K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA32,785$884K0.08%+8,20813F-HRTimeline
HARBOUR INVESTMENTS, INC.32,614$879K0.02%-14,78313F-HRTimeline
Paladin Wealth, LLC32,009$863K0.63%+4,24713F-HRTimeline
Composition Wealth, LLC31,115$839K0.01%new13F-HRTimeline
FLP Wealth Management, LLC31,037$836K2.36%-18,12013F-HR/ATimeline
DAYMARK WEALTH PARTNERS, LLC30,988$835K0.03%-2,87713F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP30,396$819K0.2%-14713F-HRTimelineGroup
E&G Advisors, LLC30,200$814K0.19%013F-HRTimeline
Kingsview Wealth Management, LLC28,380$765K0.01%-44513F-HRTimeline
Goldstein Advisors, LLC28,173$759K0.09%+1913F-HRTimeline
Idaho Trust Co27,652$745K0.25%-22,05913F-HRTimeline
Essential Partners LLC27,296$736K0.24%-10,09913F-HRTimeline
Maridea Wealth Management LLC26,298$724K0.11%+1,82013F-HRTimeline
Global Retirement Partners, LLC25,766$694K0.02%-7,98613F-HRTimeline
Signal Advisors Wealth, LLC25,649$691K0.06%-25,28513F-HRTimeline
Summit Trail Advisors, LLC25,125$677K0.01%-5,14813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…24,895$671K<0.01%-1,54213F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …24,690$665K<0.01%+12,41013F-HRTimelineGroup
Brown Financial Advisors24,462$659K0.24%+2,59413F-HRTimeline
Lansing Street Advisors23,910$644K0.17%-24,50113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.23,698$639K<0.01%+22,00513F-HRTimelineGroup
Center For Asset Management LLC23,644$637K0.34%-5,89713F-HRTimeline
Keebeck Wealth Management23,570$635K0.08%+2,53413F-HRTimeline
Compound Planning, Inc.23,007$620K0.02%-7,35513F-HRTimeline
NORDEN GROUP LLC22,870$616K0.06%+7,01113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.22,411$604K0.37%-5,34913F-HRTimeline
FWG Investments, LLC.22,403$604K0.41%-1,04113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding21,951$594K-11,710Timeline
International Private Wealth Advisors L…21,843$589K0.37%-3,85313F-HRTimeline
Walkner Condon Financial Advisors LLC21,731$586K0.09%+53913F-HRTimeline
Independent Advisor Alliance21,658$584K0.02%+49613F-HRTimeline
Versant Capital Management, Inc21,476$579K0.08%+2,17613F-HRTimeline
Foundations Investment Advisors, LLC21,397$577K0.01%-48,31313F-HRTimeline
IHT Wealth Management, LLC21,386$576K0.01%-64913F-HRTimeline
Strategic Wealth Partners, Ltd.21,342$575K0.04%+20,63613F-HRTimeline
Lloyd Advisory Services, LLC.21,298$574K0.27%+7613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC20,888$563K<0.01%+2,35813F-HRTimeline
Aspire Private Capital, LLC20,615$556K0.12%-42,55213F-HR/ATimeline
IFP Advisors, Inc20,467$552K0.01%+44513F-HR/ATimeline
Private Wealth Advisors, LLC20,249$546K0.21%013F-HRTimeline
Ashton Thomas Private Wealth, LLC20,219$545K0.01%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC19,165$516K0.1%+94913F-HRTimeline
True Vision MN LLC19,050$513K0.27%-5,00013F-HRTimeline
Abacus Wealth Partners, LLC18,950$511K0.07%013F-HRTimeline
Balance Wealth Partners LLC18,902$509K0.13%-5,44613F-HRTimeline
WEALTH ALLIANCE, LLC18,887$509K0.05%new13F-HRTimeline
MGO ONE SEVEN LLC18,612$502K0.01%+10,59313F-HRTimeline
Range Financial Group LLC17,995$485K0.18%-3,01113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP17,581$474K0.03%+2,59813F-HRTimeline
REDW Wealth LLC17,317$467K0.18%-713F-HRTimeline
Fermata Advisors, LLC17,105$461K0.12%+69113F-HRTimeline
Gladstone Institutional Advisory LLC16,421$443K0.02%-7,96513F-HRTimeline
SBI Securities Co., Ltd.16,254$438K0.01%+1,34913F-HRTimeline
LifePlan Investment Advisors, Inc.15,575$420K0.18%+3,21513F-HRTimeline
Teamwork Financial Advisors, LLC15,210$410K0.04%-3,39513F-HRTimeline
Cresset Asset Management, LLC14,872$401K<0.01%013F-HR/ATimeline
Abich Financial Wealth Management LLC14,633$394K0.14%13F-HRTimeline
Maia Wealth LLC14,573$393K0.07%-1,75613F-HRTimeline
Balefire, LLC14,378$387K0.08%+29313F-HRTimeline
Donald L. Hagan, LLC14,201$383K0.19%+22313F-HRTimeline
Financial Network Wealth Advisors LLC14,117$380K0.42%+5,64113F-HRTimeline
GK Wealth Management LLC13,556$365K0.27%+75113F-HRTimeline
Mattson Financial Services, LLC13,450$362K0.09%+2,77313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding13,244$357K+1,461Timeline
Friday Financial12,710$343K0.14%new13F-HRTimeline
Smart Money Group LLC12,707$342K0.1%-9,08113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,349$333K<0.01%-122,81913F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC12,191$329K0.04%new13F-HRTimeline
Clear Creek Financial Management, LLC11,793$318K0.03%-1,40013F-HRTimeline
Wealthspire Advisors, LLC11,671$315K<0.01%+6113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,663$314K<0.01%+15113F-HRTimelineGroup
Werba Rubin Papier Wealth Management11,591$312K0.05%013F-HRTimeline
Cassaday & Co Wealth Management LLC11,430$308K0.01%+1,20513F-HRTimeline
Collier Financial11,355$306K0.23%13F-HRTimeline
Quantinno Capital Management LP11,173$301K<0.01%new13F-HRTimeline
Gateway Wealth Partners, LLC11,098$299K0.04%+78213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC10,830$292K0.03%-5,77213F-HRTimelineGroup
Van Hulzen Asset Management, LLC10,600$286K0.02%new13F-HRTimeline
Clark Asset Management, LLC10,536$284K0.03%-6,07313F-HRTimeline
CALTON & ASSOCIATES, INC.10,438$281K0.04%+18313F-HRTimeline
USAdvisors Wealth Management, LLC10,398$280K0.1%+7813F-HRTimeline
ETF Portfolio Partners, Inc.10,224$276K0.07%+79313F-HRTimeline
A4 Wealth Advisors LLC10,224$276K0.23%13F-HRTimeline
GeoWealth Management, LLC10,095$272K0.01%-8,00513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC9,708$262K0.06%new13F-HRTimeline
Edgestream Partners, L.P.9,595$259K0.01%-4,48113F-HRTimeline
HOWARD BAILEY SECURITIES, LLC9,550$257K0.07%+1,57613F-HR/ATimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…9,509$256K0.06%-42213F-HRTimelineGroup
Texas Yale Capital Corp.9,493$256K0.01%+33213F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC9,434$254K0.13%new13F-HRTimeline
Astoria Portfolio Advisors LLC.9,432$254K0.07%-199,71113F-HRTimeline
Coppell Advisory Solutions LLC8,815$238K0.03%new13F-HRTimeline
Cornerstone Planning Group LLC2,940$235K0.04%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC8,500$229K0.06%-1,54213F-HRTimeline
PKS Advisory Services, LLC8,494$229K0.05%-1,21313F-HRTimeline
Wallace Advisory Group, LLC8,563$228K0.18%-23013F-HRTimeline
Capital Investment Advisory Services, L…8,409$227K0.02%+33113F-HRTimeline
TFB Advisors LLC7,975$218K0.06%-1,33513F-HRTimeline
Creative Planningin group Creative Planning7,995$215K<0.01%-2,43613F-HRTimelineGroup
SeaCrest Wealth Management, LLC7,979$215K0.02%-2,77213F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.7,886$213K0.05%-32113F-HRTimelineGroup
Lifeworks Advisors, LLC7,869$212K0.03%-613F-HRTimeline
GTS SECURITIES LLC7,826$211K0.01%-17,22413F-HRTimeline
Ausdal Financial Partners, Inc.7,756$209K0.01%new13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC7,529$203K0.09%new13F-HRTimeline
NAPA WEALTH MANAGEMENT7,440$200K0.09%-77813F-HRTimeline
Running Point Capital Advisors, LLC6,006$162K0.04%-5,01913F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH5,896$159K0.05%+8113F-HRTimeline
Vermillion & White Wealth Management Gr…5,488$148K0.08%-103,50513F-HRTimeline
BLAIR WILLIAM & CO/IL4,992$135K<0.01%-19613F-HRTimeline
Allworth Financial LP4,740$128K<0.01%+63413F-HRTimeline
TD Waterhouse Canada Inc.4,383$118K<0.01%+50213F-HRTimeline
Advisory Services Network, LLC3,943$106K<0.01%new13F-HRTimeline
Tidemark, LLC3,891$105K0.03%-74413F-HRTimeline
BALLAST ADVISORS LLC3,081$83K0.02%+1,38913F-HRTimeline
Clearstead Trust, LLC3,036$81.8K0.01%013F-HRTimeline
Smartleaf Asset Management LLC2,889$78K<0.01%-81513F-HRTimeline
AMERIFLEX GROUP, INC.2,400$64.7K0.02%+2,19013F-HRTimeline
Tradewinds Capital Management, LLC2,368$63.8K0.01%-32513F-HRTimeline
Realta Investment Advisors2,181$58.8K0.02%+7813F-HRTimeline
Bell Investment Advisors, Inc2,120$57.1K0.01%-1,64513F-HRTimeline
Kiker Wealth Management, LLC2,093$56.4K0.03%-39313F-HRTimeline
Guerra Advisors Inc1,991$53.7K0.02%new13F-HRTimeline
Blue Trust, Inc.1,819$49K<0.01%+26613F-HRTimeline
Imprint Wealth LLC1,661$44.8K0.14%13F-HRTimeline
Quest 10 Wealth Builders, Inc.1,640$44.2K0.04%-68713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,457$39.3K<0.01%new13F-HRTimelineGroup
Key Financial Inc1,420$38.2K0.01%013F-HRTimeline
Citizens National Bank Trust Department1,343$36.2K0.01%013F-HRTimeline
Pacific Center for Financial Services1,253$33.8K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust1,248$33.6K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,245$33.6K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,129$30.4K<0.01%-1,51913F-HRTimeline
Parallel Advisors, LLC1,076$29K<0.01%-9813F-HRTimeline
IMG Wealth Management, Inc.1,006$27.1K0.02%013F-HRTimeline
Rice Partnership, LLC976$26.3K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.901$24.3K<0.01%-87513F-HRTimelineGroup
Tripletail Wealth Management, LLC852$22.8K0.03%new13F-HRTimeline
Powell Investment Advisors, LLC788$21.2K0.01%013F-HRTimeline
Geneos Wealth Management Inc.690$18.6K<0.01%-41713F-HRTimeline
Avion Wealth686$18K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC641$17.3K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.606$16K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SOA Wealth Advisors, LLC.588$15.8K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC575$15.5K<0.01%-1,24013F-HRTimeline
LGT Financial Advisors LLC565$15.2K0.03%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.582$15K0.01%+213F-HRTimeline
WHITTIER TRUST CO556$15K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC550$14.8K<0.01%013F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…526$14.2K<0.01%013F-HRTimelineGroup
Raleigh Capital Management Inc.515$13.9K0.01%-23,21413F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC492$13.3K<0.01%013F-HRTimeline
Register Financial Advisors LLC490$13.2K0.01%new13F-HRTimeline
Sound Income Strategies, LLC477$12.8K<0.01%+26413F-HRTimeline
Addison Advisors LLC448$12.1K<0.01%new13F-HRTimeline
EPG Wealth Management LLC409$11K<0.01%+413F-HRTimeline
LANARK FINANCIAL, INC.401$10.8K<0.01%013F-HRTimeline
Bogart Wealth, LLC381$10.3K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management356$9.59K<0.01%+6213F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC354$9.54K<0.01%new13F-HRTimeline
Root Financial Partners, LLC341$9.19K<0.01%new13F-HRTimeline
Crewe Advisors LLC271$7.3K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC237$6.39K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…190$5.12K<0.01%+5113F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC189$5K<0.01%new13F-HRTimeline
Fairscale Capital, LLC181$4.88K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC180$4.85K<0.01%-1,80013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.179$4.83K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…154$4.15K<0.01%-23513F-HRTimelineGroup
Virtus Fixed Income Advisers, LLCin group Virtus Investment Advisers, L…143$3.85K<0.01%-1913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/135$3.64K<0.01%-4,15313F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC130$3.5K<0.01%new13F-HRTimeline
United Community Bankin group United Community Bank125$3.37K<0.01%new13F-HRTimelineGroup
POM Investment Strategies, LLC121$3.26K<0.01%new13F-HRTimeline
MAI Capital Management120$3.23K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC117$3.15K<0.01%-3,96513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC111$3K<0.01%+113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\107$2.87K<0.01%+113F-HRTimelineGroup
Rossby Financial, LCC100$2.69K<0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…90$2.43K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…79$2.13K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC78$2.1K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC70$1.89K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC60$1.61K<0.01%+113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…58$1.56K<0.01%new13F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…57$1.54K<0.01%013F-HRTimelineGroup