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Disclosery

SPTL SPDR SERIES TRUST

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SHS (fund)

481 managers (486 13F filers) reported a position in SPTL shares at 2026-03-31, 361,897,875 shares in all. 60 filers opened a position and 56 filers sold out during the quarter.

Managers
481
13F filers
486
New
60
Added
219
Reduced
154
Sold out
56
Shares held by filers
361,897,875

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
INTEGRITY WEALTH ADVISORS, INC.55,982$1.47M0.88%+45513F-HRTimeline
Ironwood Wealth Management, LLC.54,995$1.45M0.41%-98813F-HRTimeline
Magnolia Private Wealth, LLC53,950$1.42M0.95%+20,92613F-HRTimeline
Empowered Funds, LLC53,835$1.41M0.01%+6,10513F-HR/ATimeline
Cornerstone Wealth Management, LLC52,457$1.38M0.07%-2,10613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…51,938$1.37M0.01%+27013F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth49,460$1.3M0.01%new13F-HRTimelineGroup
FLP Wealth Management, LLC48,757$1.28M2.64%+2,07513F-HR/ATimeline
HUB Investment Partners, LLC48,059$1.26M0.03%+1,12713F-HRTimeline
Arete Wealth Advisors, LLC46,738$1.23M0.09%-8,36213F-HR/ATimeline
ALTFEST L J & CO INC46,696$1.23M0.13%-2,09313F-HRTimeline
Keebeck Wealth Management46,627$1.23M0.14%+21,97313F-HRTimeline
Narus Financial Partners, LLC46,375$1.22M0.32%+5,28813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC45,891$1.21M0.09%-17,06613F-HRTimelineGroup
IFP Advisors, Inc45,812$1.2M0.02%+16,11913F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.45,231$1.19M0.37%+2,56913F-HRTimeline
Private Advisory Group LLC44,855$1.18M0.08%new13F-HRTimeline
Perennial Investment Advisors, LLC44,184$1.16M0.09%-2013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…43,168$1.14M0.04%-38813F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC42,575$1.12M0.19%-6,50013F-HRTimeline
Belpointe Asset Management LLC42,542$1.12M0.04%+5,78613F-HRTimeline
OLD MISSION CAPITAL LLC42,006$1.1M0.03%new13F-HRTimeline
Willis Johnson & Associates, Inc.41,548$1.09M0.06%+99313F-HRTimeline
Arkadios Wealth Advisors41,140$1.08M0.02%new13F-HRTimeline
Colonial River Investments, LLC40,113$1.05M0.38%-16,57313F-HRTimeline
BANK OZK39,941$1.05M0.37%-14,81213F-HRTimeline
International Private Wealth Advisors L…39,761$1.05M0.64%-5,18313F-HRTimeline
CAP Partners, LLC39,180$1.03M0.58%+2,05313F-HRTimeline
B. Riley Wealth Advisors, Inc.39,141$1.03M0.07%+1,40713F-HRTimeline
VICUS CAPITAL38,523$1.01M0.07%+33613F-HRTimeline
Sharkey, Howes & Javer36,899$970K0.13%+9,69813F-HRTimeline
WealthPoint Financial, LLC36,849$969K0.81%+4,52313F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP36,499$949K<0.01%+4,98713F-HRTimelineGroup
Balefire, LLC35,827$942K0.18%+2,63613F-HRTimeline
Clarity Retirement & Wealth, LLC35,611$937K0.76%-16,08813F-HRTimeline
Composition Wealth, LLC35,069$922K0.01%-3,60013F-HRTimeline
Zinnia Wealth Advisory, LLC34,687$912K1.02%+9,33513F-HRTimeline
Elevated Capital Advisors, LLC34,153$898K0.23%-1,15613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.33,687$886K0.55%-8,43813F-HRTimeline
MGO ONE SEVEN LLC33,078$870K0.02%+6,05813F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP33,014$868K0.22%+2,61813F-HRTimelineGroup
Paladin Wealth, LLC32,617$858K0.59%+82213F-HRTimeline
WCG Wealth Advisors LLC31,854$838K0.02%-1,29513F-HRTimeline
UPTICK PARTNERS, LLC31,284$823K0.16%+11,21513F-HRTimeline
INVESTED ADVISORS31,180$820K0.83%+1,36513F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …31,090$818K<0.01%-6,48013F-HRTimelineGroup
PRIVATE TRUST CO NA30,314$797K0.07%-3,64113F-HRTimeline
Advyzon Investment Management, LLC30,171$794K0.07%new13F-HRTimeline
Compound Planning, Inc.29,614$779K0.02%+8,71713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding29,328$763K-4Timeline
Auour Investments LLC28,710$755K0.24%-1713F-HRTimeline
True Vision MN LLC28,364$746K0.38%+1,77013F-HRTimeline
Center For Asset Management LLC28,285$744K0.37%+1,51013F-HRTimeline
Essential Partners LLC28,269$743K0.25%+98113F-HRTimeline
Centerpoint Advisory Group27,671$728K0.55%-7,14813F-HRTimeline
United Advisor Group, LLC26,916$708K0.09%-1,10013F-HRTimeline
Legacy Wealth Partners, LLC26,453$696K0.17%-8,78413F-HRTimeline
J.W. COLE ADVISORS, INC.26,174$688K0.02%+13,88713F-HRTimeline
Foundations Investment Advisors, LLC25,900$681K0.01%+5,77413F-HRTimeline
Walkner Condon Financial Advisors LLC25,848$680K0.09%+2313F-HRTimeline
Alliance Wealth Advisors, LLC /UT25,310$666K0.14%-7,91613F-HRTimeline
LCW Services, LLC25,151$661K0.33%+6,00113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC25,148$661K0.02%-3,65013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…24,611$647K<0.01%-15,67313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC24,102$634K<0.01%-3,49113F-HRTimeline
Fermata Advisors, LLC23,913$629K0.14%+1,09413F-HRTimeline
Idaho Trust Co23,136$608K0.2%-1,92813F-HRTimeline
Brown Financial Advisors22,751$598K0.23%-89813F-HRTimeline
NOVUS ADVISORS, LLC22,665$596K1.33%-21,10713F-HRTimeline
Lansing Street Advisors22,640$595K0.15%-1313F-HRTimeline
Aptus Capital Advisors, LLC22,578$594K<0.01%-18,84013F-HRTimeline
NORDEN GROUP LLC22,395$589K0.06%+39613F-HRTimeline
Clear Creek Financial Management, LLC22,194$584K0.04%-2,05013F-HRTimeline
Versant Capital Management, Inc21,503$566K0.06%+1,22313F-HRTimeline
LifePlan Investment Advisors, Inc.21,310$560K0.22%+2,97613F-HRTimeline
FWG Investments, LLC.20,651$543K0.35%-1,01613F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC20,359$535K0.1%+79013F-HR/ATimeline
Advisor Resource Council19,565$515K0.2%+1,86413F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…19,509$513K0.06%-3,21213F-HRTimeline
Graetz Wealth LLC19,422$511K0.46%+35013F-HRTimeline
Wilmington Savings Fund Society, FSB19,000$500K0.01%013F-HRTimeline
Abacus Wealth Partners, LLC18,950$498K0.05%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.18,535$487K0.88%-10,96713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP18,498$486K0.03%+1,09013F-HRTimeline
Goldstein Advisors, LLC18,072$475K0.05%+1,21413F-HRTimeline
Maridea Wealth Management LLC17,848$469K0.07%-8,67713F-HRTimeline
SBI Securities Co., Ltd.16,679$439K0.01%+30513F-HRTimeline
Mattson Financial Services, LLC16,459$433K0.1%+88913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC16,320$429K<0.01%-81,16313F-HRTimelineGroup
Financial Network Wealth Advisors LLC16,216$426K0.44%+97513F-HRTimeline
Cresset Asset Management, LLC16,172$425K<0.01%+1,26213F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC15,773$415K0.07%new13F-HRTimelineGroup
JMN Financial LLC15,600$410K0.4%new13F-HRTimeline
Global Financial Private Client, LLC15,501$408K0.13%+2,14613F-HRTimeline
GeoWealth Management, LLC15,440$406K0.01%-7,56513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group15,362$404K0.05%new13F-HRTimelineGroup
Key Capital Management, INC14,962$394K0.26%+8,03213F-HRTimeline
Balance Wealth Partners LLC14,672$386K0.12%-1,21913F-HRTimeline
REDW Wealth LLC14,619$384K0.15%-1,54713F-HRTimeline
Ashton Thomas Private Wealth, LLC14,305$376K0.01%-5,15313F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC14,108$371K0.13%-97813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd13,404$353K0.01%-2,77713F-HRTimelineGroup
Maia Wealth LLC13,340$351K0.06%+7813F-HRTimeline
Lloyd Advisory Services, LLC.13,029$343K0.1%-4,52313F-HRTimeline
Kingdom Financial Group LLC.13,029$343K0.1%-1,00113F-HRTimeline
Sanchez Gaunt Capital Management, LLC12,920$340K0.21%13F-HRTimeline
VestGen Advisors, LLC13,058$337K0.01%+4,14613F-HRTimeline
BOKF, NAin group BOKF, NA12,556$330K0.01%013F-HRTimelineGroup
DAVENPORT & Co LLC12,491$329K<0.01%+1,05413F-HRTimeline
Strategies Wealth Advisors, LLC12,484$328K0.03%new13F-HRTimeline
Hibernia Wealth Partners, LLC12,449$327K0.1%new13F-HRTimeline
Savvy Advisors, Inc.12,363$325K0.01%+1,99213F-HRTimeline
Wealthspire Advisors, LLC12,257$322K<0.01%+42913F-HRTimeline
Summit Financial, LLC12,225$322K<0.01%+4,23013F-HRTimeline
PCB Capital LLC12,004$316K0.5%+1,70813F-HRTimeline
Portfolio Resources Advisor Group, Inc.11,909$313K0.31%+7713F-HRTimeline
Valtinson Bruner Financial Planning LLC11,802$310K0.09%+3,77813F-HRTimeline
Trilogy Capital Inc.11,720$308K0.01%+1,05413F-HRTimeline
TUDOR INVESTMENT CORP ET AL11,632$306K<0.01%-1,57313F-HRTimeline
Werba Rubin Papier Wealth Management11,591$305K0.04%013F-HRTimeline
CALTON & ASSOCIATES, INC.11,297$297K0.04%-13013F-HRTimeline
Kesler, Norman & Wride, LLC11,270$296K0.05%+2,34113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,250$296K<0.01%013F-HRTimelineGroup
Balboa Wealth Partners11,204$295K0.05%-14,44813F-HRTimeline
Wallace Advisory Group, LLC11,158$293K0.31%-99513F-HRTimeline
Astoria Portfolio Advisors LLC.11,172$293K0.06%+3,26013F-HRTimeline
Merit Financial Group, LLC11,041$290K<0.01%-12,88713F-HRTimeline
E&G Advisors, LLC11,000$289K0.06%013F-HRTimeline
Vertex Planning Partners, LLC10,974$289K0.06%new13F-HRTimeline
Quantinno Capital Management LP10,721$282K<0.01%-58913F-HRTimeline
Cassaday & Co Wealth Management LLC10,714$282K0.01%-5913F-HRTimeline
Keating Financial Advisory Services, In…10,693$281K0.05%+3,47513F-HRTimeline
Creative Planningin group Creative Planning10,688$281K<0.01%-1313F-HRTimelineGroup
Three Seasons Wealth, LLC10,261$270K0.1%new13F-HRTimeline
Stonebridge Financial Group, LLC10,257$270K0.02%new13F-HRTimeline
ETF Portfolio Partners, Inc.10,229$269K0.07%+113F-HRTimeline
Arax Advisory Partners10,096$266K0.01%+6,17413F-HRTimeline
Outlook Wealth Advisors, LLC10,009$263K0.06%-4,94713F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC10,000$263K0.06%+1,50013F-HRTimeline
Third View Private Wealth, LLC9,858$259K0.04%-1,11813F-HRTimeline
Smart Money Group LLC9,748$256K0.07%-3,28513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC9,538$251K0.06%-1,49713F-HRTimeline
Hoxton Planning & Management, LLC9,437$248K0.07%new13F-HRTimeline
Van Hulzen Asset Management, LLC9,424$248K0.02%-72513F-HRTimeline
Texas Yale Capital Corp.9,266$244K0.01%+113F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…9,005$237K0.06%-23313F-HRTimelineGroup
Buttonwood Financial Group, LLC8,993$237K0.15%-192,52713F-HRTimeline
SeaCrest Wealth Management, LLC8,828$232K0.02%+90013F-HRTimeline
Beacon Financial Advisory LLC8,761$230K0.05%new13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC8,701$229K0.01%new13F-HRTimeline
Lifeworks Advisors, LLC8,679$228K0.03%+72813F-HRTimeline
Clark Asset Management, LLC8,430$222K0.02%-4,08013F-HRTimeline
Capital Investment Advisory Services, L…8,345$219K0.02%+23113F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC8,146$214K0.09%+5413F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC7,881$207K0.09%-53813F-HRTimeline
Ausdal Financial Partners, Inc.7,807$205K0.01%-3813F-HRTimeline
SHP Wealth Management7,781$205K0.02%new13F-HRTimeline
AMERIFLEX GROUP, INC.6,826$180K0.09%+5,47713F-HRTimeline
Smartleaf Asset Management LLC6,700$176K0.01%+2,27213F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH6,049$159K0.05%-3,23513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,818$153K0.01%+2,70713F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.4,500$118K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.4,414$115K<0.01%+3113F-HRTimeline
Advisory Services Network, LLC4,373$115K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL4,217$111K<0.01%-2,24613F-HRTimeline
Triumph Capital Management4,172$110K0.02%-39613F-HRTimeline
Collier Financial3,829$101K0.08%-79713F-HRTimeline
Imprint Wealth LLC3,822$101K0.46%+40513F-HRTimeline
Allworth Financial LP3,661$96.3K<0.01%+1,44613F-HRTimeline
Gleason Group, Inc.3,294$86.6K0.01%+2213F-HRTimeline
Clearstead Trust, LLC3,012$79.2K0.01%-2413F-HRTimeline
Rossby Financial, LCC2,990$78.2K0.02%+2,87913F-HRTimeline
Richard W. Paul & Associates, LLC2,889$76K0.03%-1,42013F-HRTimeline
Bell Investment Advisors, Inc2,660$70K0.01%+41813F-HRTimeline
SIMPLEX TRADING, LLC2,420$63.6K<0.01%-20,51613F-HRTimeline
Tidemark, LLC2,284$60.1K0.02%-86813F-HRTimeline
Geneos Wealth Management Inc.2,155$56.7K<0.01%+1,46513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,074$54.3K<0.01%013F-HRTimeline
Larson Financial Group LLC2,012$52.9K<0.01%013F-HRTimeline
Blue Trust, Inc.1,769$46.5K<0.01%+19513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,733$45.6K<0.01%-178,26113F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.1,711$45K0.04%013F-HRTimeline
Realta Investment Advisors1,673$44K0.02%-29213F-HRTimeline
Key Financial Inc1,540$40.5K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,489$39.2K<0.01%-4913F-HRTimeline
POM Investment Strategies, LLC1,242$32.7K0.04%+813F-HRTimeline
FINANCIAL CONSULATE, INC1,216$32K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC1,229$31.9K<0.01%+1,19313F-HRTimeline
Tradewinds Capital Management, LLC1,120$29.5K0.01%013F-HRTimeline
Qube Research & Technologies Ltd1,022$26.9K<0.01%+36313F-HRTimeline
IMG Wealth Management, Inc.1,006$26.5K0.02%013F-HRTimeline
Pacific Center for Financial Services997$26.2K0.01%-25613F-HRTimeline
BALLAST ADVISORS LLC992$26.1K0.01%-70013F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…948$24.9K<0.01%-29613F-HR/ATimelineGroup
BROWN, LISLE/CUMMINGS, INC.925$24.3K0.01%new13F-HRTimeline
Strive Financial Group ,LLC841$22K0.01%013F-HRTimeline
Networth Advisors, LLC816$21.4K0.02%+5213F-HRTimeline
Powell Investment Advisors, LLC788$20.7K0.01%013F-HRTimeline
Sound Income Strategies, LLC736$19.3K<0.01%-57413F-HRTimeline
FIRST COMMUNITY TRUST NA717$18.9K0.01%new13F-HRTimeline