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Disclosery

SPTL SPDR SERIES TRUST

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SHS (fund)

456 managers (462 13F filers) reported a position in SPTL shares at 2024-12-31, 377,526,049 shares in all. 54 filers opened a position and 66 filers sold out during the quarter.

Managers
456
13F filers
462
New
54
Added
164
Reduced
167
Sold out
66
Shares held by filers
377,526,049

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
POM Investment Strategies, LLC444$11.6K0.01%new13F-HRTimeline
HOWE & RUSLING INC425$11.1K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp401$10.5K<0.01%new13F-HRTimelineGroup
CoreFirst Bank & Trust390$10.2K0.01%new13F-HRTimeline
Bogart Wealth, LLC381$9.98K<0.01%013F-HRTimeline
Lavaca Capital LLC371$9.72K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.348$9K<0.01%+33813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Northwest Capital Management Inc308$8.07K<0.01%+3813F-HRTimeline
Towne Trust Company, N.A287$7.52K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC280$7.33K<0.01%new13F-HR/ATimeline
Crewe Advisors LLC271$7.1K<0.01%-1,37613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC270$7.07K<0.01%+313F-HRTimeline
Talon Private Wealth, LLC247$6.47K<0.01%013F-HR/ATimeline
Continuum Advisory, LLC230$6.02K<0.01%-12913F-HRTimeline
Householder Group Estate & Retirement S…265$6K<0.01%-48613F-HRTimeline
Transcendent Capital Group LLC202$5.29K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.143$3.75K<0.01%013F-HRTimeline
Park Square Financial Group, LLC143$3.75K<0.01%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC122$3.55K<0.01%new13F-HRTimelineGroup
Founders Financial Alliance, LLC125$3.27K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC125$3K<0.01%+1613F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/86$2.25K<0.01%-1,89613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…82$2.15K<0.01%new13F-HRTimelineGroup
Legacy Investment Solutions, LLC79$2.11K<0.01%+5213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…79$2.11K<0.01%+5213F-HRTimelineGroup
EASTERN BANK78$2.04K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC78$2.04K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC76$1.99K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…73$1.93K<0.01%+113F-HRTimeline
Global Wealth Strategies & Associates68$1.78K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC61$1.6K<0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC57$1.49K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…57$1.49K<0.01%013F-HRTimelineGroup
Reyes Financial Architecture, Inc.57$1.49K<0.01%13F-HRTimeline
Murphy & Mullick Capital Management Corp55$1.44K<0.01%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB45$1.18K<0.01%-1,35813F-HRTimeline
Golden State Wealth Management, LLC39$1.02K<0.01%13F-HRTimeline
Iron Horse Wealth Management, LLC32$838<0.01%013F-HRTimeline
GoalVest Advisory LLC30$786<0.01%new13F-HRTimeline
MAI Capital Management27$708<0.01%new13F-HRTimeline
Creekmur Asset Management LLC25$655<0.01%013F-HRTimeline
Mainstream Capital Management LLC22$576<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC14$366<0.01%013F-HR/ATimeline
Larson Financial Group LLC11$299<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC11$289<0.01%013F-HRTimeline
Sunbelt Securities, Inc.8$210<0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP6$157<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …5$131<0.01%013F-HRTimelineGroup
Hexagon Capital Partners LLC5$131<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc5$131<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PROFFITT & GOODSON INC4$105<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2$52<0.01%013F-HRTimeline
NorthRock Partners, LLC2$52<0.01%new13F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC2$50<0.01%+113F-HRTimeline
Security National Bank1$26<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.