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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
FINANCIAL CONSULATE, INC1,216$32.2K<0.01%+57513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,146$30.3K<0.01%+1,03913F-HRTimelineGroup
Tradewinds Capital Management, LLC1,120$29.6K0.01%-1,24813F-HRTimeline
IMG Wealth Management, Inc.1,006$26.6K0.02%013F-HRTimeline
OPTIMA CAPITAL LLC858$22.7K0.01%new13F-HRTimeline
Strive Financial Group ,LLC841$22.3K0.01%13F-HR/ATimeline
Powell Investment Advisors, LLC788$20.9K0.01%013F-HRTimeline
Crewe Advisors LLC786$20.8K<0.01%+51513F-HRTimeline
Gunpowder Capital Management, LLC dba O…781$20.7K0.02%13F-HRTimeline
Networth Advisors, LLC764$20.2K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…749$19.8K0.01%+67013F-HRTimelineGroup
Manchester Capital Management LLC738$19.5K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.690$18.3K<0.01%013F-HRTimeline
Avion Wealth686$18K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd659$17.4K<0.01%new13F-HRTimeline
Safe Harbor Fiduciary, LLC636$16.8K0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.626$16.6K<0.01%-27513F-HRTimelineGroup
SOA Wealth Advisors, LLC.596$15.8K<0.01%+813F-HRTimeline
Coston, McIsaac & Partners589$15K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC550$14.6K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC549$14.5K<0.01%-2613F-HRTimeline
SageView Advisory Group, LLC544$14.4K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.505$13.4K<0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC492$13K<0.01%013F-HRTimeline
Register Financial Advisors LLC490$13K0.01%013F-HRTimeline
EPG Wealth Management LLC409$10.8K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.401$10.6K<0.01%013F-HRTimeline
Vision Retirement, LLC373$9.87K<0.01%13F-HRTimeline
Bogart Wealth, LLC358$9.48K<0.01%-2313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.331$8.76K0.01%new13F-HRTimeline
YANKCOM Partnership298$7.89K<0.01%new13F-HRTimeline
Paladin Partners, LLC290$7.68K0.01%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.258$7K<0.01%-34813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cordgrass Capital Advisors, LLC236$6.25K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.231$6.15K<0.01%new13F-HRTimeline
New Millennium Group LLC209$5.53K<0.01%new13F-HRTimeline
Atomic Invest LLC187$4.97K<0.01%13F-HRTimeline
Rachor Investment Advisory Services, LLC183$4.83K<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC180$4.76K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC177$4.69K<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC164$4.34K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.164$4.34K<0.01%-1,29313F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT153$4.05K<0.01%new13F-HRTimeline
Covestor Ltd161$4K<0.01%new13F-HRTimeline
Virtus Fixed Income Advisers, LLCin group Virtus Investment Advisers, L…136$3.6K<0.01%-713F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC130$3.44K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC126$3.33K<0.01%new13F-HRTimeline
Parallel Advisors, LLC118$3.14K<0.01%-95813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC111$3K<0.01%013F-HR/ATimelineGroup
Rossby Financial, LCC111$2.94K<0.01%+1113F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…99$2.62K<0.01%-42713F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…90$2.38K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC78$2.06K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.85$2K<0.01%-49713F-HRTimeline
WOLFF WIESE MAGANA LLC70$1.85K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management68$1.8K<0.01%-28813F-HRTimelineGroup
N.E.W. Advisory Services LLC61$1.6K<0.01%+113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…57$1.51K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC57$1.51K<0.01%013F-HRTimeline
Stone House Investment Management, LLC56$1.48K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp55$1.46K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.48$1.27K<0.01%013F-HRTimeline
Signature Resources Capital Management,…39$1.03K<0.01%new13F-HRTimeline
CX Institutional55$1K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC36$955<0.01%-2,90413F-HRTimeline
MAI Capital Management27$715<0.01%-9313F-HRTimeline
Millstone Evans Group, LLC26$688<0.01%013F-HRTimeline
Robinswood Financial LLC21$555<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19$503<0.01%013F-HRTimelineGroup
AFFINITY WEALTH LLC15$397<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.11$291<0.01%new13F-HRTimeline
Root Financial Partners, LLC10$265<0.01%-33113F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …5$132<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2$53<0.01%013F-HRTimeline
Wealth Watch Advisors, INC2$53<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2$50<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1$26<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$25<0.01%013F-HRTimelineGroup
NFSG Corp0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.