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Disclosery

SPTL SPDR SERIES TRUST

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SHS (fund)

479 managers (484 13F filers) reported a position in SPTL shares at 2025-12-31, 351,697,503 shares in all. 71 filers opened a position and 32 filers sold out during the quarter.

Managers
479
13F filers
484
New
71
Added
193
Reduced
147
Sold out
32
Shares held by filers
351,697,503

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Arete Wealth Advisors, LLC55,100$1.46M0.1%+6,68613F-HR/ATimeline
BANK OZK54,753$1.45M0.51%-83313F-HRTimeline
Cornerstone Wealth Management, LLC54,563$1.44M0.08%-2,07813F-HRTimeline
Clarity Retirement & Wealth, LLC51,699$1.37M1.2%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…51,668$1.37M0.02%-2,59513F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC49,767$1.32M0.77%-11,35513F-HRTimeline
Brady Martz Wealth Solutions, LLC49,075$1.3M0.23%-15,61513F-HRTimeline
ALTFEST L J & CO INC48,789$1.29M0.14%-8,92713F-HRTimeline
Empowered Funds, LLC47,730$1.26M0.02%+6,66013F-HR/ATimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC47,217$1.25M0.18%new13F-HRTimelineGroup
HUB Investment Partners, LLC46,932$1.24M0.03%-1,87613F-HRTimeline
FLP Wealth Management, LLC46,682$1.24M2.93%+15,64513F-HR/ATimeline
International Private Wealth Advisors L…44,944$1.19M0.75%+23,10113F-HRTimeline
Perennial Investment Advisors, LLC44,204$1.17M0.09%-1,19513F-HRTimeline
NOVUS ADVISORS, LLC43,772$1.16M2.59%new13F-HRTimeline
Magnus Financial Group LLC43,639$1.16M0.09%-11,56613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…43,556$1.15M0.04%+43,36613F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.42,662$1.13M0.36%+54813F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.42,125$1.11M0.36%+19,71413F-HRTimeline
Aptus Capital Advisors, LLC41,418$1.1M0.01%+9313F-HRTimeline
Narus Financial Partners, LLC41,087$1.09M0.3%+9613F-HRTimeline
Willis Johnson & Associates, Inc.40,555$1.07M0.07%+2,24013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…40,284$1.07M<0.01%+15,38913F-HRTimelineGroup
Composition Wealth, LLC38,669$1.02M0.01%+7,55413F-HRTimeline
VICUS CAPITAL38,187$1.01M0.08%-24213F-HRTimeline
B. Riley Wealth Advisors, Inc.37,734$999K0.05%+1,68413F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …37,570$994K<0.01%+12,88013F-HRTimelineGroup
CAP Partners, LLC37,127$983K0.56%+1,67513F-HRTimeline
Belpointe Asset Management LLC36,756$973K0.04%new13F-HRTimeline
Elevated Capital Advisors, LLC35,309$935K0.22%+46813F-HRTimeline
Legacy Wealth Partners, LLC35,237$933K0.24%13F-HRTimeline
Centerpoint Advisory Group34,819$922K0.71%-3,44013F-HRTimeline
Independent Advisor Alliance34,183$905K0.02%+12,52513F-HRTimeline
PRIVATE TRUST CO NA33,955$899K0.08%+1,17013F-HRTimeline
Alliance Wealth Advisors, LLC /UT33,226$880K0.19%-5,35413F-HRTimeline
Balefire, LLC33,191$879K0.17%+18,81313F-HRTimeline
WCG Wealth Advisors LLC33,149$877K0.02%-80,56113F-HRTimeline
Magnolia Private Wealth, LLC33,024$874K0.61%new13F-HRTimeline
WealthPoint Financial, LLC32,326$856K0.74%13F-HRTimeline
Paladin Wealth, LLC31,795$842K0.57%-21413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP31,512$840K<0.01%-7,07013F-HRTimelineGroup
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP30,396$805K0.2%013F-HRTimelineGroup
INVESTED ADVISORS29,815$789K0.82%new13F-HRTimeline
IFP Advisors, Inc29,693$786K0.02%+9,22613F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.29,502$781K1.5%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding29,332$780K+7,381Timeline
Global Retirement Partners, LLC29,095$770K0.01%+3,32913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC28,798$762K0.02%-2,19013F-HRTimeline
Auour Investments LLC28,727$760K0.24%-6,81813F-HRTimeline
United Advisor Group, LLC28,016$742K0.1%-18,00113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC27,593$730K<0.01%+6,70513F-HRTimeline
Essential Partners LLC27,288$722K0.22%-813F-HRTimeline
Sharkey, Howes & Javer27,201$720K0.09%new13F-HRTimeline
MGO ONE SEVEN LLC27,020$715K0.01%+8,40813F-HRTimeline
Center For Asset Management LLC26,775$709K0.37%+3,13113F-HRTimeline
True Vision MN LLC26,594$704K0.36%+7,54413F-HRTimeline
Maridea Wealth Management LLC26,525$702K0.11%+22713F-HRTimeline
Walkner Condon Financial Advisors LLC25,825$684K0.09%+4,09413F-HRTimeline
Balboa Wealth Partners25,652$679K0.11%new13F-HRTimeline
Zinnia Wealth Advisory, LLC25,352$671K0.73%13F-HRTimeline
Idaho Trust Co25,064$663K0.22%-2,58813F-HRTimeline
Oregon Pacific Wealth Management, LLC24,939$660K0.68%-34,59313F-HRTimeline
Keebeck Wealth Management24,654$653K0.08%+1,08413F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…24,420$646K0.13%13F-HRTimeline
Clear Creek Financial Management, LLC24,244$642K0.05%+12,45113F-HRTimeline
Merit Financial Group, LLC23,928$633K0.01%-19,24613F-HRTimeline
Edgestream Partners, L.P.23,722$628K0.02%+14,12713F-HRTimeline
Brown Financial Advisors23,649$626K0.23%-81313F-HRTimeline
GeoWealth Management, LLC23,005$609K0.02%+12,91013F-HRTimeline
SIMPLEX TRADING, LLC22,936$607K0.02%-10,41713F-HRTimeline
Fermata Advisors, LLC22,819$604K0.14%+5,71413F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…22,721$601K0.07%13F-HRTimeline
Lansing Street Advisors22,653$600K0.15%-1,25713F-HRTimeline
NORDEN GROUP LLC21,999$582K0.06%-87113F-HRTimeline
IHT Wealth Management, LLC21,795$577K0.01%+40913F-HRTimeline
FWG Investments, LLC.21,667$574K0.37%-73613F-HRTimeline
Private Wealth Advisors, LLC21,426$567K0.2%+1,17713F-HRTimeline
SCS Capital Management LLC20,928$554K0.01%-45,65413F-HRTimeline
Compound Planning, Inc.20,897$553K0.02%-2,11013F-HRTimeline
Versant Capital Management, Inc20,280$537K0.07%-1,19613F-HRTimeline
Foundations Investment Advisors, LLC20,126$533K0.01%-1,27113F-HRTimeline
UPTICK PARTNERS, LLC20,069$531K0.11%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC19,569$518K0.09%+40413F-HRTimeline
Ashton Thomas Private Wealth, LLC19,458$515K0.01%-76113F-HRTimeline
LCW Services, LLC19,150$507K0.27%13F-HRTimeline
Graetz Wealth LLC19,072$505K0.46%13F-HRTimeline
Wilmington Savings Fund Society, FSB19,000$503K0.01%new13F-HRTimeline
Abacus Wealth Partners, LLC18,950$502K0.05%013F-HRTimeline
Archer Investment Management, LLC18,426$488K0.26%new13F-HRTimeline
LifePlan Investment Advisors, Inc.18,334$485K0.2%+2,75913F-HRTimeline
Q3 Asset Management18,050$477K0.11%new13F-HRTimeline
Midwest Financial Network, LLC17,588$466K0.36%new13F-HRTimeline
Advisor Resource Council17,701$465K0.17%new13F-HRTimeline
Lloyd Advisory Services, LLC.17,552$465K0.18%-3,74613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP17,408$461K0.03%-17313F-HRTimeline
WELLINGTON-ALTUS USA INC.17,321$458K0.34%13F-HRTimeline
Goldstein Advisors, LLC16,858$446K0.05%-11,31513F-HRTimeline
SBI Securities Co., Ltd.16,374$433K0.01%+12013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd16,181$428K0.01%new13F-HRTimelineGroup
REDW Wealth LLC16,166$428K0.16%-1,15113F-HRTimeline
Balance Wealth Partners LLC15,891$421K0.14%-3,01113F-HRTimeline
Mattson Financial Services, LLC15,570$412K0.1%+2,12013F-HRTimeline
Financial Network Wealth Advisors LLC15,241$403K0.42%+1,12413F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC15,086$399K0.14%new13F-HRTimeline
Outlook Wealth Advisors, LLC14,956$396K0.09%new13F-HRTimeline
Cresset Asset Management, LLC14,910$395K<0.01%+3813F-HRTimeline
TBH Global Asset Management, LLC14,526$393K0.07%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,600$386K<0.01%+2,25113F-HRTimelineGroup
APS Management Group, Inc.14,576$386K0.33%-64,61413F-HRTimeline
Kingdom Financial Group LLC.14,030$371K0.11%new13F-HRTimeline
Maia Wealth LLC13,262$358K0.06%-1,31113F-HRTimeline
Global Financial Private Client, LLC13,355$354K0.12%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL13,205$350K<0.01%new13F-HRTimeline
Smart Money Group LLC13,033$345K0.1%+32613F-HRTimeline
BOKF, NAin group BOKF, NA12,556$332K0.01%new13F-HRTimelineGroup
Clark Asset Management, LLC12,510$331K0.03%+1,97413F-HRTimeline
J.W. COLE ADVISORS, INC.12,287$322K0.01%new13F-HRTimeline
Wallace Advisory Group, LLC12,153$322K0.34%+3,59013F-HRTimeline
Portfolio Resources Advisor Group, Inc.11,832$313K0.31%13F-HRTimeline
Wealthspire Advisors, LLC11,828$313K<0.01%+15713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding11,747$311K-1,497Timeline
Werba Rubin Papier Wealth Management11,591$307K0.08%013F-HRTimeline
DAVENPORT & Co LLC11,437$303K<0.01%new13F-HRTimeline
CALTON & ASSOCIATES, INC.11,427$302K0.04%+98913F-HRTimeline
Quantinno Capital Management LP11,310$299K<0.01%+13713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,250$298K<0.01%+11,11513F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC11,035$292K0.07%+1,32713F-HRTimeline
E&G Advisors, LLC11,000$291K0.07%-19,20013F-HRTimeline
Third View Private Wealth, LLC10,976$291K0.04%13F-HRTimeline
Cassaday & Co Wealth Management LLC10,773$285K0.01%-65713F-HRTimeline
Creative Planningin group Creative Planning10,701$283K<0.01%+2,70613F-HRTimelineGroup
Trilogy Capital Inc.10,666$282K0.01%new13F-HRTimeline
GK Wealth Management LLC10,398$275K0.2%-3,15813F-HRTimeline
Savvy Advisors, Inc.10,371$275K0.01%new13F-HRTimeline
Gladstone Institutional Advisory LLC10,306$273K0.01%-6,11513F-HRTimeline
PCB Capital LLC10,296$273K0.44%13F-HRTimeline
ETF Portfolio Partners, Inc.10,228$271K0.07%+413F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC10,226$271K0.12%+79213F-HRTimeline
Van Hulzen Asset Management, LLC10,149$269K0.02%-45113F-HRTimeline
Snowden Capital Advisors LLC9,816$260K0.01%new13F-HRTimeline
Janney Montgomery Scott LLC9,794$259K<0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,338$247K<0.01%-2,32513F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH9,284$246K0.07%+3,38813F-HRTimeline
Texas Yale Capital Corp.9,265$245K0.01%-22813F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…9,238$245K0.06%-27113F-HRTimelineGroup
Kesler, Norman & Wride, LLC8,929$236K0.04%new13F-HRTimeline
VestGen Advisors, LLC8,912$236K0.01%new13F-HRTimeline
USAdvisors Wealth Management, LLC8,824$233K0.08%-1,57413F-HRTimeline
TFB Advisors LLC8,540$226K0.06%+56513F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC8,500$225K0.05%013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC8,419$223K0.09%+89013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC8,417$223K0.09%-1,13313F-HRTimeline
Coppell Advisory Solutions LLC8,302$221K0.02%-51313F-HRTimeline
PKS Advisory Services, LLC8,349$221K0.05%-14513F-HRTimeline
Astoria Portfolio Advisors LLC.7,912$215K0.05%-1,52013F-HRTimeline
Capital Investment Advisory Services, L…8,114$215K0.02%-29513F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC8,092$214K0.09%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC8,024$212K0.06%new13F-HRTimeline
Summit Financial, LLC7,995$212K<0.01%new13F-HRTimeline
SeaCrest Wealth Management, LLC7,928$211K0.02%-5113F-HRTimeline
Lifeworks Advisors, LLC7,951$210K0.03%+8213F-HRTimeline
FSA Advisors, Inc.7,878$209K0.15%new13F-HRTimeline
Ausdal Financial Partners, Inc.7,845$208K0.01%+8913F-HRTimeline
Keating Financial Advisory Services, In…7,218$191K0.03%13F-HRTimeline
Key Capital Management, INC6,930$183K0.18%13F-HRTimeline
BLAIR WILLIAM & CO/IL6,463$171K<0.01%+1,47113F-HRTimeline
Running Point Capital Advisors, LLC5,662$150K0.04%-34413F-HRTimeline
Collier Financial4,626$122K0.09%-6,72913F-HRTimeline
Triumph Capital Management4,568$121K0.03%new13F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.4,500$119K0.01%13F-HRTimelineGroup
Smartleaf Asset Management LLC4,428$118K<0.01%+1,53913F-HRTimeline
TD Waterhouse Canada Inc.4,383$116K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC4,309$114K0.04%+4,19213F-HRTimeline
Arax Advisory Partners3,922$104K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…3,589$95K0.05%-1,89913F-HRTimeline
Imprint Wealth LLC3,417$90.4K0.42%+1,75613F-HRTimeline
Gleason Group, Inc.3,272$86.6K0.01%new13F-HRTimeline
Tidemark, LLC3,152$83.4K0.02%-73913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,111$82.3K0.01%+1,98213F-HRTimeline
Clearstead Trust, LLC3,036$80.4K0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,788$73.8K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc2,242$59.4K0.01%+12213F-HRTimeline
Allworth Financial LP2,215$58.6K<0.01%-2,52513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,074$54.9K<0.01%new13F-HRTimeline
Merited Wealth, LLC2,047$54.2K0.05%13F-HRTimeline
Larson Financial Group LLC2,012$53.3K<0.01%+1,95613F-HRTimeline
Realta Investment Advisors1,965$52K0.02%-21613F-HRTimeline
Quest 10 Wealth Builders, Inc.1,711$45.3K0.04%+7113F-HRTimeline
BALLAST ADVISORS LLC1,692$44.8K0.01%-1,38913F-HRTimeline
Blue Trust, Inc.1,574$41.7K<0.01%-24513F-HRTimeline
Key Financial Inc1,540$40.8K0.01%+12013F-HRTimeline
Strategic Wealth Partners, Ltd.1,538$40.7K<0.01%-19,80413F-HRTimeline
HOWE & RUSLING INC1,395$36.9K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.1,349$35.7K0.02%-1,05113F-HRTimeline
Sound Income Strategies, LLC1,310$34.8K<0.01%+83313F-HRTimeline
Pacific Center for Financial Services1,253$33.8K0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,248$33K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,245$33K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,244$32.9K<0.01%+1,09013F-HRTimelineGroup
POM Investment Strategies, LLC1,234$32.7K0.02%+1,11313F-HRTimeline