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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
STATE STREET CORPin group STATE STREET CORP59,116,508$1.61B0.07%+1,356,28513F-HRTimelineGroup
Fisher Asset Management, LLC54,719,174$1.49B0.65%+3,559,53313F-HRTimeline
Financial Engines Advisors L.L.C.48,006,634$1.31B2.81%+1,295,23013F-HRTimeline
FMR LLCin group FMR LLC18,480,311$504M0.03%+77313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding18,073,364$493M+2,205,983Timeline
Municipal Employees' Retirement System …14,880,982$406M5.14%+3,190,57813F-HRTimeline
Nan Shan Life Insurance Co., Ltd.10,956,900$299M7.05%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,805,716$295M0.03%-1,498,57113F-HRTimelineGroup
LPL Financial LLC10,667,377$291M0.11%+277,77113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,804,559$213M0.04%-209,46913F-HR/ATimelineGroup
MATHER GROUP, LLC.6,803,893$185M2.14%+1,086,25113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…6,288,804$170M0.69%+382,37013F-HRTimelineGroup
GLOBALT Investments LLC / GA5,435,247$148M6.05%-101,22613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,070,888$138M0.01%+1,110,38913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC4,324,945$118M0.32%+296,74913F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.4,011,892$109M0.66%+206,11413F-HRTimeline
Avantax Planning Partners, Inc.3,717,179$101M3.59%+106,87313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,693,991$101M0.08%+2,448,89913F-HRTimelineGroup
MASON STREET ADVISORS, LLC3,693,100$101M12.81%-6,90013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,496,923$95.3M0.1%-169,44013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,814,635$76.7M1.65%+107,79713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,762,965$75.3M0.01%-609,68013F-HRTimelineGroup
Advocacy Wealth Management, LLC2,747,114$74.9M5.1%+273,07013F-HRTimeline
Cetera Investment Advisers2,638,460$71.9M0.14%+48,51413F-HRTimeline
RFG Advisory, LLC2,603,482$71M1.92%+386,53813F-HRTimeline
UBS Group AGin group UBS Group AG2,594,403$70.7M0.02%-314,59613F-HRTimelineGroup
CW Advisors, LLC2,467,068$67.3M0.81%-38,89513F-HRTimeline
CWM, LLCin group CWM, LLC2,466,439$67.2M0.27%+228,60013F-HRTimelineGroup
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO2,466,000$67.2M2.74%+190,80013F-HRTimeline
TOWNSQUARE CAPITAL LLC2,459,108$67M0.71%+78,16313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,453,520$66.9M0.03%-619,55213F-HRTimelineGroup
One Day In July LLC2,243,303$61.2M6.12%+233,27013F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC1,788,639$48.4M5.34%-36,06213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,644,137$44.8M0.01%+490,63713F-HR/ATimelineGroup
AE Wealth Management LLC1,309,915$35.7M0.3%+27,25713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,255,396$34.3M0.08%013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,231,025$33.6M0.07%-826,96713F-HRTimelineGroup
Roberts Financial Services LLC1,197,752$32.7M6.34%+17,07513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,141,224$31.1M0.05%+465,28313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,066,709$29.1M0.01%-172,40413F-HRTimelineGroup
Advisory Alpha, LLC1,028,813$28M0.95%+39,43613F-HR/ATimeline
MCMORGAN & CO LLC1,019,011$27.8M4.45%+331,04813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…993,540$27.1M0.05%-19,93813F-HRTimeline
SOFI WEALTH, LLC976,415$26.6M2%+950,24413F-HRTimeline
Checchi Capital Advisers, LLC932,542$25.4M1.8%+65,44613F-HRTimeline
O'Brien Wealth Partners LLC927,735$25.3M4.71%+10,60413F-HRTimeline
McAdam, LLC899,395$24.5M1.52%-1,78913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC932,737$24.4M0.55%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…850,911$23.2M0.08%+228,04313F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co797,784$21.7M<0.01%-216,39713F-HR/ATimelineGroup
Shepherd Financial Partners LLC751,414$20.5M2.4%+371,82413F-HRTimeline
Tennessee Valley Asset Management Partn…707,177$19.3M3.14%+211,50413F-HRTimeline
GM Advisory Group, LLC707,161$19.3M1.04%-163,41113F-HRTimeline
Sanctuary Advisors, LLC701,860$19.1M0.13%+40,97613F-HRTimeline
Private Advisor Group, LLC685,307$18.7M0.11%+186,17813F-HRTimeline
SPINNAKER TRUST675,196$18.4M1.2%-139,62613F-HRTimeline
Mariner, LLCin group Mariner, LLC656,840$17.9M0.03%-3,38913F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC650,365$17.7M0.93%-524,87613F-HRTimeline
R. W. Roge & Company, Inc.629,183$17.2M9.39%-24,66613F-HRTimeline
Impact Investors, Inc621,663$16.9M13.19%+125,41513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC603,378$16.4M0.33%-194,34013F-HRTimelineGroup
CFS Investment Advisory Services, LLC588,023$16M1.43%+266,58413F-HRTimeline
OneDigital Investment Advisors LLC573,913$15.6M0.19%-1,780,85113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding565,682$15.4M+250,752Timeline
Ascent Group, LLCin group Ascent Group, LLC553,083$15.1M0.65%+509,83213F-HRTimelineGroup
Security Financial Services, INC.543,295$14.8M2.94%+155,87513F-HRTimeline
SCS Capital Management LLC531,559$14.5M0.18%-66,15213F-HR/ATimeline
WNY Asset Management, LLC522,536$14.2M1.69%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC515,684$14.1M0.01%-6213F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…508,864$13.9M0.57%+90,25613F-HRTimelineGroup
Integrated Wealth Concepts LLC491,516$13.4M0.16%-110,69313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC467,912$12.8M0.11%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC466,468$12.7M<0.01%-107,43913F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp455,735$12.4M0.81%-332,59313F-HRTimelineGroup
NewEdge Advisors, LLC448,906$12.2M0.07%-399,41313F-HRTimeline
New Harbor Financial Group, LLC443,443$12.1M3.21%+28,31413F-HRTimeline
World Investment Advisors442,269$12.1M0.31%+386,97813F-HRTimeline
IFG Advisory, LLC426,333$11.6M0.64%+7,22313F-HRTimeline
SYKON CAPITAL LLC409,161$11.2M4.24%new13F-HRTimeline
Perigon Wealth Management, LLC367,137$10M0.26%+166,74913F-HRTimeline
Permanent Capital Management, LP359,981$9.81M2.81%+2,32613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC359,991$9.81M0.12%+82,55913F-HRTimelineGroup
MA Private Wealth356,002$9.7M1.83%-80,75613F-HRTimeline
PFG Advisors354,071$9.65M0.54%+16,12213F-HRTimeline
High Probability Advisors, LLC322,481$8.79M1.47%+37,20013F-HRTimeline
Strategic Financial Services, Inc.321,637$8.77M0.51%+125,65313F-HRTimeline
Mutual Advisors, LLC327,765$8.75M0.25%+14,27513F-HRTimeline
Gibbs Wealth Management316,144$8.62M2.08%+31,43713F-HRTimeline
Farther Finance Advisors, LLC306,182$8.38M0.21%+70,43713F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…304,407$8.3M0.9%-144,10313F-HR/ATimelineGroup
MOTCO300,422$8.19M0.86%+30,59413F-HRTimeline
ACT Advisors, LLC.287,474$7.84M4.25%new13F-HRTimeline
Foster Victor Wealth Advisors, LLC297,969$7.78M0.63%+2,36413F-HRTimeline
Goodman Advisory Group, LLC275,886$7.52M2.29%+15,28213F-HR/ATimeline
Manhattan West Asset Management, LLC274,837$7.49M1.91%+67,44413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …265,185$7.23M0.11%-85513F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC263,628$7.19M0.11%new13F-HR/ATimelineGroup
MPWM ADVISORY SOLUTIONS, LLC263,274$7.18M5.21%+28,41213F-HRTimeline
Atria Wealth Solutions, Inc.260,247$7.09M0.09%-22,48113F-HRTimeline
Caitlin John, LLC244,820$6.67M6.54%+90,37613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC236,298$6.44M0.22%+47,57513F-HRTimeline
Robinson Value Management, Ltd.231,140$6.3M4.07%+14,68013F-HRTimeline
Avidian Wealth Enterprises, LLC227,031$6.19M0.28%-305,64213F-HRTimeline
First Horizon Advisors, Inc.226,969$6.19M0.17%+20,46513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.220,817$6.02M0.01%+79,26113F-HRTimelineGroup
Advisor Resource Council215,617$5.71M0.46%new13F-HRTimeline
ARVEST INVESTMENTS, INC.205,881$5.61M0.88%+38,64113F-HRTimeline
Impact Partnership Wealth, LLC200,189$5.46M1.17%+93,89713F-HRTimeline
JMAC ENTERPRISES LLC199,195$5.43M1.29%+16,05113F-HRTimeline
Frontier Asset Management, LLC198,125$5.4M1.57%+8,32013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC194,390$5.3M0.06%+12013F-HRTimelineGroup
Astoria Portfolio Advisors LLC.190,288$5M1.7%new13F-HRTimeline
Keystone Financial Group183,317$5M0.51%+39,33213F-HRTimeline
Steward Partners Investment Advisory, L…182,774$4.98M0.04%+3,42513F-HRTimeline
BCM ADVISORS, LLC187,244$4.94M1.12%-6,95113F-HRTimeline
Columbus Macro, LLC180,375$4.92M0.65%+5,78213F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth179,855$4.9M0.07%-46,57313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.177,593$4.84M0.05%-149,84413F-HRTimelineGroup
Detalus Advisors, LLC173,437$4.73M1.48%+36,16813F-HRTimeline
Hobart Private Capital, LLC173,276$4.72M1.18%+31,13313F-HRTimeline
GTS SECURITIES LLC166,888$4.55M0.2%new13F-HRTimeline
Brady Martz Wealth Solutions, LLC165,628$4.52M1.02%-34,80313F-HRTimeline
Robertson Stephens Wealth Management, L…164,375$4.48M0.17%+8,71413F-HRTimeline
MML INVESTORS SERVICES, LLC163,692$4.46M0.01%+124,89113F-HRTimeline
CoreCap Advisors, LLC159,529$4.35M0.19%+2,44513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC155,538$4.24M0.09%+35,83013F-HRTimelineGroup
Buttonwood Financial Group, LLC161,558$4.21M2.47%-102,60413F-HRTimeline
Virtue Capital Management, LLC152,591$4.16M0.49%new13F-HRTimeline
Austin Private Wealth, LLC151,939$4.14M0.37%+124,64613F-HRTimeline
Money Design Co.,Ltd.151,505$4.13M0.21%+116,09913F-HRTimeline
Vestmark Advisory Solutions, Inc.150,868$4.11M0.11%+70,63813F-HRTimeline
SYNOVUS FINANCIAL CORP150,061$4.09M0.05%+40,05213F-HRTimeline
CHOREO, LLC149,088$4.06M0.06%-42,79813F-HRTimeline
Integrity Wealth Solutions LLC144,089$3.93M2.13%+114,93213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC140,286$3.82M0.04%-5,47113F-HRTimelineGroup
AlphaStar Capital Management, LLC138,818$3.78M0.38%+17,23613F-HRTimeline
Betterment LLC138,466$3.77M0.01%+13,07313F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC137,890$3.76M0.77%+18,70213F-HRTimeline
BAILARD, INC.137,766$3.76M0.1%+52,80013F-HRTimeline
HighTower Advisors, LLC134,312$3.66M<0.01%+6,74113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…133,858$3.65M0.37%-6,47213F-HRTimelineGroup
Atria Investments, Inc131,735$3.59M0.05%+23,98913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp131,341$3.58M<0.01%+13,38313F-HRTimelineGroup
Atlas Legacy Advisors, LLC130,330$3.51M0.89%new13F-HRTimeline
SMART Wealth LLC125,588$3.42M1.23%+13,01613F-HRTimeline
Andina Capital Management, LLC120,617$3.29M2.34%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC119,906$3.27M0.1%+4,78113F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC116,901$3.19M1.78%+10,72713F-HR/ATimeline
AllGen Financial Advisors, Inc.115,705$3.15M0.93%+5,55213F-HRTimeline
Broadway Wealth Solutions, Inc.115,438$3.15M2.3%+15,21313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding114,348$3.12M+43,804Timeline
Genesee Capital Advisors, LLC111,324$3.03M1.52%-4,68113F-HRTimeline
Krilogy Financial LLC110,937$3.02M0.2%+13,93113F-HRTimeline
Portside Wealth Group, LLC104,918$2.86M0.47%+3,99413F-HR/ATimeline
Prime Capital Investment Advisors, LLC101,088$2.76M0.03%new13F-HRTimeline
COMERICA BANK99,335$2.71M0.01%+36,75313F-HRTimeline
KM Capital Management Ltd.98,871$2.7M1.45%-73,70813F-HRTimeline
Motiv8 Investments LLC97,759$2.66M1.77%-16,24313F-HRTimeline
Koshinski Asset Management, Inc.97,588$2.66M0.23%+6,67913F-HRTimeline
KWB Wealth98,436$2.58M0.31%+15,97213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC92,070$2.51M<0.01%-79,41113F-HRTimeline
Good Life Advisors, LLC91,960$2.51M0.18%-2,53513F-HRTimeline
Fort Point Capital Partners LLC91,730$2.5M0.28%-62,26913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…89,589$2.44M0.06%+7,16913F-HRTimelineGroup
Fourth Dimension Wealth, LLC88,318$2.41M1.16%+26,73413F-HRTimeline
Beacon Bridge Wealth Partners, LLC87,375$2.38M1.02%+9,63613F-HRTimeline
Centennial Wealth Advisory LLC87,328$2.38M0.86%+22,17413F-HRTimeline
Red Tortoise LLC86,101$2.35M1.22%-9,09513F-HRTimeline
OLD NATIONAL BANCORP /IN/85,870$2.34M0.06%013F-HRTimeline
FDx Advisors, Inc.83,729$2.28M0.74%-7,95113F-HRTimeline
WCG Wealth Advisors LLC83,460$2.28M0.17%-313,20013F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…82,126$2.24M0.01%-322,18513F-HRTimelineGroup
HRT FINANCIAL LP82,129$2.24M0.01%new13F-HRTimeline
Scarborough Advisors, LLC81,688$2.23M0.32%+7,24213F-HRTimeline
Strategic Wealth Investment Group, LLC80,228$2.19M3.81%-2,053,75013F-HRTimeline
Tortoise Investment Management, LLC77,745$2.12M0.22%+35,66013F-HR/ATimeline
GenWealth Group, Inc.75,771$2.07M0.46%-287,77713F-HRTimeline
PETRA FINANCIAL ADVISORS INC74,585$2.03M1.67%-7,06213F-HRTimeline
Magnus Financial Group LLC72,772$1.98M0.19%-17,18513F-HRTimeline
Orion Porfolio Solutions, LLC69,813$1.9M0.02%+14,81813F-HRTimeline
Orion Portfolio Solutions, LLC69,813$1.9M0.02%+14,81813F-HR/ATimeline
Gladstone Institutional Advisory LLC69,394$1.89M0.09%-74,30113F-HRTimeline
MGO ONE SEVEN LLC67,629$1.84M0.07%-62,63113F-HRTimeline
Waverly Advisors, LLC66,708$1.82M0.02%+10,17313F-HRTimeline
25 LLC66,659$1.82M0.75%-29713F-HRTimeline
Boltwood Capital Management65,490$1.79M0.54%-4,23613F-HRTimeline
Plan Group Financial, LLC65,086$1.77M0.63%+9,81413F-HRTimeline
Arete Wealth Advisors, LLC64,562$1.76M0.13%+23,28413F-HRTimeline
Blackhawk Capital Partners, LLC62,135$1.69M0.87%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…59,448$1.62M0.05%+59,36613F-HRTimelineGroup
ALTFEST L J & CO INC59,309$1.62M0.2%-97913F-HRTimeline
Aspire Private Capital, LLC59,251$1.62M0.4%+39,98913F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.58,375$1.59M1.27%+2,68613F-HRTimeline
Strategic Investment Advisors / MI58,087$1.58M0.17%+7,41313F-HRTimeline
NAPATREE CAPITAL LLC56,566$1.54M0.87%-5513F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV56,359$1.54M0.34%+28,34913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…54,647$1.49M<0.01%+10,59613F-HRTimelineGroup
IHT Wealth Management, LLC53,239$1.45M0.05%-11,86113F-HRTimeline
Tempus Wealth Planning, LLC53,204$1.45M0.43%-2,29113F-HRTimeline
Cornerstone Wealth Management, LLC52,122$1.42M0.1%+13,39513F-HRTimeline