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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
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…709$18.6K0.01%-4013F-HRTimelineGroup
Avion Wealth686$18K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.649$17K0.01%-16,67213F-HRTimeline
Parallel Advisors, LLC640$16.8K<0.01%+52213F-HR/ATimeline
DHJJ Financial Advisors, Ltd.633$16.6K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.600$15.8K<0.01%+413F-HRTimeline
Coston, McIsaac & Partners589$15K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…558$14.7K0.01%-22313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC550$14.5K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC519$13.7K<0.01%-3013F-HRTimeline
Parkside Financial Bank & Trust499$13.1K<0.01%-74913F-HRTimeline
Register Financial Advisors LLC490$12.9K<0.01%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST464$12.2K<0.01%13F-HRTimeline
Archer Investment Corp447$11.8K<0.01%new13F-HRTimeline
Hickory Point Bank & Trust424$11.2K0.01%new13F-HRTimeline
EFG International AGin group EFG International AG411$10.8K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC409$10.8K<0.01%new13F-HRTimeline
EPG Wealth Management LLC409$10.8K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.401$10.5K<0.01%013F-HRTimeline
UMB Bank, n.a.381$10K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Covestor Ltd391$10K0.01%+23013F-HRTimeline
Bogart Wealth, LLC358$9.41K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC342$9.09K<0.01%-15013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.331$8.71K0.01%013F-HRTimeline
Founders Financial Alliance, LLC321$8.44K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.302$8K<0.01%+4413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Paladin Partners, LLC290$7.63K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC288$7.56K<0.01%13F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.258$6.79K<0.01%new13F-HRTimelineGroup
Ascentis Wealth Management, LLCgroup of 2 filers holding249$6.55K+150Timeline
Cordgrass Capital Advisors, LLC236$6.21K<0.01%013F-HRTimeline
Horizon Investments, LLC234$6.15K<0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…201$5.29K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC191$5.02K<0.01%new13F-HRTimeline
Atomic Invest LLC185$4.87K<0.01%-213F-HRTimeline
Rachor Investment Advisory Services, LLC183$4.8K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC180$4.73K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC170$4.47K<0.01%+4413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.164$4.31K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC159$4.18K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…150$3.94K<0.01%new13F-HRTimeline
Virtus Fixed Income Advisers, LLCin group Virtus Investment Advisers, L…146$3.84K<0.01%+1013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management144$3.79K<0.01%+7613F-HRTimelineGroup
Walsh & Associates, LLC133$3.5K<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC130$3.42K<0.01%013F-HRTimeline
Mosley Wealth Management126$3.4K<0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …123$3.23K<0.01%new13F-HRTimelineGroup
MAI Capital Management122$3.21K<0.01%+9513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC111$3K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\110$2.89K<0.01%-1,03613F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.110$2.89K<0.01%new13F-HRTimeline
Merkkuri Wealth Advisors LLC108$2.84K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates97$2.55K<0.01%new13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…90$2.37K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC78$2.05K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.85$2K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC71$1.87K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC70$1.84K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc67$1.76K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC61$1.6K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC61$1.6K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…57$1.5K<0.01%013F-HRTimelineGroup
MCF Advisors LLC50$1.31K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…39$1.03K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.28$737<0.01%new13F-HRTimeline
Millstone Evans Group, LLC26$684<0.01%013F-HRTimeline
Robinswood Financial LLC21$552<0.01%013F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19$499<0.01%013F-HRTimelineGroup
HM PAYSON & CO17$448<0.01%new13F-HRTimeline
MBM WEALTH CONSULTANTS, LLC12$316<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.11$289<0.01%013F-HRTimeline
Root Financial Partners, LLC10$263<0.01%013F-HRTimeline
CURIO WEALTH, LLC10$263<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …4$105<0.01%-113F-HRTimelineGroup
Kennebec Savings Bank3$79<0.01%new13F-HRTimeline
Burk Holdings LLC2$53<0.01%new13F-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
Holos Integrated Wealth LLC1$26<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$25<0.01%013F-HRTimelineGroup
Kozak & Associates, Inc.1$14<0.01%-23013F-HRTimeline