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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
STATE STREET CORPin group STATE STREET CORP57,760,223$1.51B0.06%+2,902,23813F-HRTimelineGroup
Fisher Asset Management, LLC51,159,641$1.34B0.53%+3,266,43113F-HRTimeline
Financial Engines Advisors L.L.C.46,711,404$1.22B2.57%+3,597,89913F-HRTimeline
FMR LLCin group FMR LLC18,479,538$484M0.03%-1,64213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding15,867,381$416M-390,977Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,304,287$322M0.03%-4,470,10113F-HRTimelineGroup
Municipal Employees' Retirement System …11,690,404$306M4.22%-1,074,05813F-HRTimeline
Nan Shan Life Insurance Co., Ltd.10,956,900$287M6.89%013F-HRTimeline
LPL Financial LLC10,389,606$272M0.11%-622,33513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,014,028$210M0.04%-6,120,60213F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…5,906,434$154M0.62%+1,047,09013F-HRTimelineGroup
MATHER GROUP, LLC.5,717,642$150M1.94%+1,577,51913F-HRTimeline
GLOBALT Investments LLC / GA5,536,473$145M5.55%+5,423,55813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,028,196$105M0.29%+764,79013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,960,499$104M0.01%+88,72413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.3,805,778$99.7M0.63%+159,98613F-HRTimeline
MASON STREET ADVISORS, LLC3,700,000$96.9M12.54%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,666,363$96M0.1%+133,64813F-HRTimelineGroup
Avantax Planning Partners, Inc.3,610,306$94.6M3.41%+63,12313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,372,645$88.3M0.01%+172,36113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,073,072$80.5M0.03%13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG2,908,999$76.2M0.02%-109,33613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,706,838$70.9M1.59%+288,15913F-HRTimelineGroup
Cetera Investment Advisers2,589,946$67.8M0.14%-12,47113F-HRTimeline
CW Advisors, LLC2,505,963$65.6M0.9%-17,72013F-HRTimeline
Advocacy Wealth Management, LLC2,474,044$64.8M4.93%+2,15313F-HRTimeline
TOWNSQUARE CAPITAL LLC2,380,945$62.4M0.7%-1,044,61113F-HRTimeline
OneDigital Investment Advisors LLC2,354,764$61.7M0.72%+113,60913F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO2,275,200$59.6M2.37%+189,30013F-HRTimeline
CWM, LLCin group CWM, LLC2,237,839$58.6M0.24%+219,10313F-HRTimelineGroup
RFG Advisory, LLC2,216,944$58.1M1.64%+472,84413F-HRTimeline
Strategic Wealth Investment Group, LLC2,133,978$55.9M6.17%-266,09413F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,057,992$53.9M0.12%+468,07713F-HR/ATimelineGroup
One Day In July LLC2,010,033$52.6M5.52%+243,74513F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC1,824,701$48M5.22%+24,52713F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,255,396$34.3M0.07%+72,70513F-HRTimelineGroup
AE Wealth Management LLC1,282,658$33.6M0.28%-2413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,245,092$32.6M0.03%+442,67513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,239,113$32.5M0.01%-226,12013F-HRTimelineGroup
Donoghue Forlines LLC1,188,556$31.1M10.41%new13F-HRTimeline
Roberts Financial Services LLC1,180,677$30.9M5.83%+54,32713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,175,241$30.8M1.62%+359,39213F-HRTimeline
Independent Advisor Alliance1,166,274$30.5M0.4%+1,158,23313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,153,500$30.2M0.01%+389,66113F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,014,181$26.6M<0.01%+6713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,013,478$26.5M0.05%-2,125,29213F-HR/ATimeline
Advisory Alpha, LLC989,377$25.9M0.92%+18,63813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC932,737$24.4M0.55%+41,36413F-HRTimelineGroup
O'Brien Wealth Partners LLC917,131$24M4.33%+128,80113F-HRTimeline
McAdam, LLC901,184$23.6M1.29%+119,74413F-HRTimeline
GM Advisory Group, LLC870,572$22.8M1.26%+40,88013F-HRTimeline
Checchi Capital Advisers, LLC867,096$22.7M1.7%+562,04413F-HRTimeline
NewEdge Advisors, LLC848,319$22.2M0.13%+60,98913F-HRTimeline
SPINNAKER TRUST814,822$21.3M1.35%-352,20013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC797,718$20.9M0.42%new13F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp788,328$20.6M1.3%+140,65113F-HRTimelineGroup
MCMORGAN & CO LLC687,963$18M2.79%+22,15913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP675,941$17.7M0.03%+425,62413F-HRTimelineGroup
Sanctuary Advisors, LLC660,884$17.5M0.11%+26,75713F-HRTimeline
Mariner, LLCin group Mariner, LLC660,229$17.3M0.03%-136,01713F-HRTimelineGroup
R. W. Roge & Company, Inc.653,849$17.1M9.24%+24,47513F-HRTimeline
Cambridge Investment Research Advisors,…622,868$16.3M0.05%+73,17213F-HRTimeline
Integrated Wealth Concepts LLC602,209$15.8M0.18%-1213F-HRTimeline
SCS Capital Management LLC597,711$15.7M0.32%+85,50513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC573,907$15M<0.01%-568,03013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC532,673$14M0.63%+15,95713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC515,746$13.5M0.01%+18013F-HRTimelineGroup
Private Advisor Group, LLC499,129$13.1M0.07%+5,75713F-HRTimeline
Impact Investors, Inc496,248$13M10.08%13F-HRTimeline
Tennessee Valley Asset Management Partn…495,673$13M2.17%-4,12913F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…448,510$11.7M1.15%+30,41413F-HR/ATimelineGroup
MA Private Wealth436,758$11.4M2.14%+15,87113F-HRTimeline
IFG Advisory, LLC419,110$11M0.62%+5,22813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…418,608$11M0.45%-89,11313F-HRTimelineGroup
New Harbor Financial Group, LLC415,129$10.9M3.24%+200,10313F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC415,129$10.9M3.24%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…404,311$10.6M0.03%+359,52313F-HRTimelineGroup
WCG Wealth Advisors LLC396,660$10.4M0.69%-167,48813F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding388,540$10.2M+189,513Timeline
Security Financial Services, INC.387,420$10.1M2.07%-14,03213F-HRTimeline
Shepherd Financial Partners LLC379,590$9.94M1.19%+3,90113F-HRTimeline
GenWealth Group, Inc.363,548$9.52M2.17%+69,38213F-HRTimeline
Permanent Capital Management, LP357,655$9.37M2.9%13F-HRTimeline
PFG Advisors337,949$8.85M0.54%+24,27813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.327,437$8.58M0.08%+13,14013F-HRTimelineGroup
CFS Investment Advisory Services, LLC321,439$8.42M0.75%-24,49713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding314,930$8.25M-287,820Timeline
Mutual Advisors, LLC313,490$8.17M0.24%-151,65713F-HRTimeline
Foster Victor Wealth Advisors, LLC295,605$7.72M0.59%+13,68313F-HRTimeline
High Probability Advisors, LLC285,281$7.47M1.34%+31,23913F-HRTimeline
Gibbs Wealth Management284,707$7.46M2.02%-32,36513F-HRTimeline
Atria Wealth Solutions, Inc.282,728$7.4M0.08%-129,48013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC277,432$7.27M0.07%-46,62413F-HRTimelineGroup
BYRNE FINANCIAL FREEDOM, LLC275,100$7.2M3.21%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC271,233$7.1M0.01%-308,73713F-HRTimelineGroup
MOTCO269,828$7.07M0.72%+63,28113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …266,040$6.97M0.1%+141,14213F-HRTimelineGroup
Buttonwood Financial Group, LLC264,162$6.9M3.82%+12,59413F-HRTimeline
Tidemark, LLC262,057$6.86M2.63%+122,14713F-HRTimeline
Goodman Advisory Group, LLC260,604$6.83M2.01%+19,96613F-HRTimeline
Farther Finance Advisors, LLC235,745$6.17M0.22%+151,87813F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC234,862$6.15M4.5%13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth226,428$5.93M0.1%new13F-HRTimelineGroup
Robinson Value Management, Ltd.216,460$5.67M3.74%+21,17313F-HRTimeline
Westover Capital Advisors, LLC211,538$5.54M1.22%-402,98213F-HRTimeline
Manhattan West Asset Management, LLC207,393$5.43M1.47%+101,13813F-HRTimeline
First Horizon Advisors, Inc.206,504$5.41M0.15%+6,85313F-HRTimeline
Perigon Wealth Management, LLC200,388$5.22M0.13%+15,77213F-HRTimeline
BCM ADVISORS, LLC194,195$5.22M1.16%+21,96213F-HRTimeline
Strategic Financial Services, Inc.195,984$5.13M0.31%+186,16913F-HRTimeline
Brady Martz Wealth Solutions, LLC200,431$5.12M1.23%13F-HRTimeline
CHOREO, LLC191,886$5.03M0.07%-12,97413F-HRTimeline
Frontier Asset Management, LLC189,805$4.97M1.64%-3,51413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC188,723$4.94M0.18%-5,11913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd185,938$4.87M0.1%-532,93613F-HRTimelineGroup
JMAC ENTERPRISES LLC183,144$4.8M0.75%+9,06213F-HRTimeline
Steward Partners Investment Advisory, L…179,349$4.7M0.04%+8,65913F-HRTimeline
Columbus Macro, LLC174,593$4.57M0.63%+110,21913F-HRTimeline
KM Capital Management Ltd.172,579$4.52M2.34%-44,43413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC171,481$4.49M0.01%-91013F-HRTimeline
ARVEST INVESTMENTS, INC.167,240$4.38M0.7%+10,03113F-HRTimeline
CoreCap Advisors, LLC157,084$4.11M0.19%+37,81313F-HRTimeline
Robertson Stephens Wealth Management, L…155,661$4.08M0.15%-389,31913F-HRTimeline
Caitlin John, LLC154,444$4.04M2.75%-56,06313F-HRTimeline
Fort Point Capital Partners LLC153,999$4.03M0.45%-45,25713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC145,757$3.82M0.03%-14,64213F-HRTimelineGroup
Keystone Financial Group143,985$3.77M0.37%+13,79013F-HRTimeline
Gladstone Institutional Advisory LLC143,695$3.76M0.17%-1,57113F-HRTimeline
Hobart Private Capital, LLC142,143$3.72M0.92%+16,20813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.141,556$3.71M0.01%-8,42613F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…140,330$3.68M0.36%-4,63113F-HRTimelineGroup
Savvy Advisors, Inc.138,762$3.63M0.44%+32,56513F-HRTimeline
Detalus Advisors, LLC137,269$3.6M1.18%-5,96413F-HRTimeline
MGO ONE SEVEN LLC130,260$3.41M0.13%+52,89013F-HRTimeline
HighTower Advisors, LLC127,571$3.34M<0.01%-9,77313F-HRTimeline
Perennial Investment Advisors, LLC125,546$3.29M0.39%-8,51513F-HRTimeline
Betterment LLC125,393$3.28M0.01%+84,57013F-HRTimeline
Janney Montgomery Scott LLC125,326$3.28M0.01%new13F-HRTimeline
AlphaStar Capital Management, LLC121,582$3.18M0.33%+34,30813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC119,708$3.14M0.07%+20,98813F-HRTimelineGroup
JACOBSON & SCHMITT ADVISORS, LLC119,188$3.12M0.6%+23,31813F-HRTimeline
Hobbs Group Advisors, LLC118,294$3.1M1.16%-97,90213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp117,958$3.09M<0.01%-18,94013F-HRTimelineGroup
Collier Financial116,717$3.06M2.73%13F-HRTimeline
Genesee Capital Advisors, LLC116,005$3.04M1.41%+7,75313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC115,125$3.02M0.09%-12,77613F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments114,935$3.01M0.19%-10513F-HRTimelineGroup
Motiv8 Investments LLC114,002$2.99M2.09%new13F-HRTimeline
SMART Wealth LLC112,572$2.95M1.05%+42,61513F-HRTimeline
AllGen Financial Advisors, Inc.110,153$2.88M0.97%new13F-HRTimeline
SYNOVUS FINANCIAL CORP110,009$2.88M0.04%+71,79313F-HRTimeline
Atria Investments, Inc107,746$2.82M0.04%-3,45013F-HRTimeline
Impact Partnership Wealth, LLC106,292$2.78M0.56%-31,35313F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC106,174$2.78M1.56%+3,47713F-HRTimeline
Portside Wealth Group, LLC100,924$2.64M0.44%-32,75313F-HR/ATimeline
Broadway Wealth Solutions, Inc.100,225$2.62M1.99%13F-HRTimeline
Cornerstone Wealth Group, LLC99,703$2.61M0.21%-1,56813F-HRTimeline
Krilogy Financial LLC97,006$2.54M0.17%-136,99813F-HRTimeline
Red Tortoise LLC95,196$2.49M1.31%+6,35513F-HRTimeline
Good Life Advisors, LLC94,495$2.47M0.18%-30013F-HRTimeline
FDx Advisors, Inc.91,680$2.4M0.7%-3,91113F-HRTimeline
KWB Wealth82,464$2.4M0.3%-35,89213F-HRTimeline
Aptus Capital Advisors, LLC91,428$2.39M0.03%-3,39013F-HRTimeline
Koshinski Asset Management, Inc.90,909$2.38M0.21%-10,00413F-HRTimeline
Magnus Financial Group LLC89,957$2.36M0.23%-5,35913F-HRTimeline
OLD NATIONAL BANCORP /IN/85,870$2.25M0.05%-9,26913F-HRTimeline
BAILARD, INC.84,966$2.23M0.06%-3,04513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…82,420$2.16M0.05%-13013F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC81,647$2.14M1.45%-15413F-HRTimeline
Vestmark Advisory Solutions, Inc.80,230$2.1M0.07%+5,52513F-HRTimeline
Beacon Bridge Wealth Partners, LLC77,739$2.04M0.86%+11,55313F-HRTimeline
B. Riley Wealth Advisors, Inc.76,181$2M0.07%-1,72513F-HRTimeline
Scarborough Advisors, LLC74,446$1.95M0.28%new13F-HRTimeline
Vermillion & White Wealth Management Gr…72,779$1.91M1.4%+6,69913F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.71,124$1.86M1.49%-5,52713F-HRTimeline
E Fund Management Co., Ltd.71,124$1.86M0.09%-5,52713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding70,544$1.85M+28,460Timeline
Boltwood Capital Management69,726$1.83M0.56%+8,48013F-HRTimeline
25 LLC66,956$1.75M0.74%-1,50713F-HRTimeline
Centennial Wealth Advisory LLC65,154$1.71M0.67%-14,38813F-HRTimeline
IHT Wealth Management, LLC65,100$1.7M0.06%-24513F-HRTimeline
Summit Trail Advisors, LLC64,639$1.69M0.06%-618,87013F-HRTimeline
COMERICA BANK62,582$1.64M0.01%-2,74713F-HR/ATimeline
Fourth Dimension Wealth, LLC61,584$1.61M0.84%13F-HRTimeline
ALTFEST L J & CO INC60,288$1.58M0.2%-87,78813F-HRTimeline
Sharkey, Howes & Javer59,604$1.56M0.22%-10,79413F-HRTimeline
West Wealth Group, LLC58,835$1.54M0.46%+6,48313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC57,977$1.52M0.05%+2,05513F-HRTimeline
Centerpoint Advisory Group57,134$1.5M1.45%13F-HRTimeline
NAPATREE CAPITAL LLC56,621$1.48M0.87%+8,75813F-HRTimeline
Waverly Advisors, LLC56,535$1.48M0.02%+6,52513F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.55,689$1.46M1.15%-5613F-HRTimeline
Tempus Wealth Planning, LLC55,495$1.45M0.44%-93313F-HRTimeline
World Investment Advisors55,291$1.45M0.04%+1,40213F-HRTimeline
Plan Group Financial, LLC55,272$1.45M0.76%-13213F-HRTimeline
Orion Porfolio Solutions, LLC54,995$1.44M0.01%-49,97013F-HRTimeline
Orion Portfolio Solutions, LLC54,995$1.44M0.01%-49,97013F-HRTimeline
Strategic Investment Advisors / MI50,674$1.33M0.14%+17,41513F-HRTimeline
Belpointe Asset Management LLC44,580$1.27M0.08%-61,82713F-HRTimeline
LEUTHOLD GROUP, LLC46,817$1.23M0.15%+72113F-HRTimeline