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Disclosery

SPTL SPDR SERIES TRUST

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SHS (fund)

467 managers (471 13F filers) reported a position in SPTL shares at 2025-03-31, 389,266,345 shares in all. 65 filers opened a position and 49 filers sold out during the quarter.

Managers
467
13F filers
471
New
65
Added
193
Reduced
167
Sold out
49
Shares held by filers
389,266,345

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Financial Management Professionals, Inc.716$19.5K<0.01%013F-HRTimeline
NorthRock Partners, LLC705$19.2K<0.01%+70313F-HRTimeline
Avion Wealth686$17K<0.01%013F-HRTimeline
Fortitude Family Office, LLC590$16.1K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC582$15.9K0.01%new13F-HRTimeline
New Millennium Group LLC580$15.8K0.01%-3413F-HRTimeline
LGT Financial Advisors LLC565$15.4K0.05%013F-HRTimeline
Hughes Financial Services, LLC527$14.4K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…526$14.4K<0.01%013F-HRTimelineGroup
WEBSTER BANK, N. A.489$13.3K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.513$13K<0.01%new13F-HRTimeline
PSI Advisors, LLC453$12.4K<0.01%-2,43113F-HRTimeline
Safe Harbor Fiduciary, LLC443$12.1K0.01%-1413F-HRTimeline
Northwest Capital Management Inc402$11K<0.01%+9413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…389$10.6K<0.01%-53713F-HRTimelineGroup
Bogart Wealth, LLC381$10.4K<0.01%013F-HRTimeline
Synergy Investment Management, LLC364$9.93K<0.01%-20,64013F-HRTimeline
Vermillion & White Wealth Management Gr…345$9.41K0.01%-72,43413F-HRTimeline
Whipplewood Advisors, LLC136$9.13K0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.348$9K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Spire Wealth Managementin group Spire Wealth Management294$8.01K<0.01%-1,22313F-HRTimelineGroup
Towne Trust Company, N.A287$7.82K<0.01%013F-HRTimeline
Crewe Advisors LLC271$7.39K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB194$5.29K<0.01%new13F-HRTimeline
Bristlecone Advisors, LLC185$5.04K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\171$4.67K<0.01%-12,20913F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.143$3.9K<0.01%013F-HRTimeline
Park Square Financial Group, LLC143$3.9K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.135$3.58K<0.01%new13F-HRTimelineGroup
Navigoe, LLC111$3K<0.01%new13F-HRTimeline
Blue Trust, Inc.105$2.86K<0.01%-2,00813F-HRTimeline
Rossby Financial, LCC100$2.67K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC96$2.63K<0.01%+5713F-HR/ATimeline
Beacon Capital Management, LLC96$2.62K<0.01%new13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…90$2.45K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…79$2.15K<0.01%013F-HRTimelineGroup
EASTERN BANK78$2.13K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC78$2.13K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…74$2.02K<0.01%+113F-HRTimeline
Global Wealth Strategies & Associates68$1.85K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC58$1.59K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…57$1.55K<0.01%013F-HRTimelineGroup
Murphy & Mullick Capital Management Corp55$1.5K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.48$1.31K<0.01%-913F-HRTimeline
Coston, McIsaac & Partners55$1K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC38$1K<0.01%-8713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/34$926<0.01%-5213F-HRTimelineGroup
Iron Horse Wealth Management, LLC32$872<0.01%013F-HRTimeline
MAI Capital Management27$737<0.01%013F-HRTimeline
Creekmur Asset Management LLC25$682<0.01%013F-HRTimeline
Larson Financial Group LLC25$668<0.01%+1413F-HRTimeline
Quent Capital, LLC24$654<0.01%new13F-HRTimeline
Robinswood Financial LLC21$572<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC14$366<0.01%013F-HRTimeline
Cornerstone Planning Group LLC13$342<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO12$327<0.01%new13F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC11$300<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC9$245<0.01%-92013F-HRTimeline
Sunbelt Securities, Inc.8$218<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …5$136<0.01%13F-HRTimelineGroup
Hexagon Capital Partners LLC5$136<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc5$131<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2$55<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2$52<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1$27<0.01%-1,01913F-HRTimelineGroup
Covestor Ltd7$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.