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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
STATE STREET CORPin group STATE STREET CORP73,137,670$1.94B0.06%+8,902,13513F-HRTimelineGroup
Financial Engines Advisors L.L.C.54,239,978$1.44B2.72%+2,027,72313F-HRTimeline
FMR LLCin group FMR LLC21,320,879$564M0.03%+903,10113F-HRTimelineGroup
Municipal Employees' Retirement System …15,397,326$408M4.61%+2,767,75113F-HRTimeline
LPL Financial LLC12,110,309$321M0.09%+2,205,26113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding11,586,081$307M+2,525,472Timeline
Nan Shan Life Insurance Co., Ltd.10,956,900$290M8.92%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,603,890$254M0.02%+15,52913F-HRTimelineGroup
MATHER GROUP, LLC.7,780,516$206M2.12%+301,48413F-HRTimeline
Cetera Investment Advisers6,780,475$179M0.2%+131,15113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…6,073,475$161M0.45%-599,95013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,846,474$155M0.01%-793,13313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC5,796,484$153M0.31%+989,38413F-HRTimelineGroup
GLOBALT Investments LLC / GA5,076,403$134M4.9%-162,84313F-HRTimeline
Avantax Planning Partners, Inc.4,191,106$111M3.1%+162,74213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,003,359$106M0.02%-57,40513F-HR/ATimelineGroup
MASON STREET ADVISORS, LLC3,997,680$106M10.41%+35,04013F-HRTimeline
Advocacy Wealth Management, LLC3,827,669$101M4.24%-103,71613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,320,794$87.9M0.08%-482,01313F-HRTimelineGroup
One Day In July LLC3,229,859$85.5M7.02%+300,46713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,757,170$73M0.11%-486,35313F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,750,127$72.8M0.2%+96,61913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,665,585$70.6M<0.01%+7,46713F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,613,565$69.2M0.04%+1,319,95113F-HR/ATimelineGroup
Farther Finance Advisors, LLC2,333,330$61.8M0.66%+719,39213F-HRTimeline
Destination Wealth Management2,133,147$56.5M1.48%+38,33013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,832,336$48.5M0.01%+58,32813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,712,684$45.3M0.01%-7,97213F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding1,687,104$44.7M+1,035,837Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,594,812$42.5M0.08%-230,05813F-HRTimelineGroup
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC1,573,611$42M4.03%-112,16813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,492,446$39.5M+394,636Timeline
MCMORGAN & CO LLC1,461,101$38.7M6.41%+36,03713F-HRTimeline
SOFI WEALTH, LLC1,415,828$37.5M1.87%+107,85513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,327,893$35.1M0.01%-178,63113F-HRTimelineGroup
AE Wealth Management LLC1,197,104$31.7M0.18%+52,84813F-HRTimeline
McAdam, LLC1,147,029$30.4M1.39%+110,52213F-HRTimeline
Fisher Asset Management, LLC1,111,357$29.4M0.01%-59,477,96513F-HRTimeline
Strategic Wealth Investment Group, LLC1,104,176$29.2M3.59%-651,47213F-HRTimeline
Advisory Alpha, LLC1,095,176$29M0.79%+12,24813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,063,433$28.1M0.04%-73613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV977,357$25.9M0.04%-28,74913F-HRTimeline
Sanctuary Advisors, LLC947,843$25.1M0.14%-3,44513F-HRTimeline
Shepherd Financial Partners LLC943,628$25M2.31%-75,25913F-HRTimeline
O'Brien Wealth Partners LLC928,154$24.6M3.25%-15,66513F-HRTimeline
Integrated Wealth Concepts LLC925,275$24.5M0.29%+147,20413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…896,414$23.8M0.03%-48,49813F-HRTimeline
GM Advisory Group, LLC826,197$21.9M0.86%+72,57013F-HRTimeline
CFS Investment Advisory Services, LLC807,954$21.4M1.56%-98,40013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co802,945$21.3M<0.01%-17,64313F-HRTimelineGroup
Tennessee Valley Asset Management Partn…785,170$20.8M2.69%+40,63613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC781,408$20.7M<0.01%+189,53013F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC752,071$19.9M0.32%+32,60913F-HRTimelineGroup
Checchi Capital Advisers, LLC718,922$19M1.29%+8,16713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC718,728$19M0.65%-376,62613F-HRTimelineGroup
Private Advisor Group, LLC707,886$18.7M0.09%+161,49413F-HRTimeline
Security Financial Services, INC.694,955$18.4M2.89%-76,45713F-HRTimeline
RFG Advisory, LLC669,198$17.7M0.33%-153,56513F-HRTimeline
MA Private Wealth665,022$17.6M2.94%+34,10813F-HRTimeline
Mariner, LLCin group Mariner, LLC662,150$17.5M0.02%-45,92613F-HRTimelineGroup
SPINNAKER TRUST654,251$17.3M0.93%+9,82313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC614,926$16.3M0.14%+153,88013F-HRTimelineGroup
FLC Capital Advisors611,533$16.2M2.99%+25,67913F-HRTimeline
Cambridge Investment Research Advisors,…539,883$14.3M0.04%+32,30213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…535,492$14.2M0.46%+12,79013F-HRTimelineGroup
Roberts Financial Services LLC524,738$13.9M4.36%+19,23313F-HRTimeline
Perigon Wealth Management, LLC518,601$13.7M0.25%-78,81013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC512,747$13.6M0.01%+42,06713F-HRTimelineGroup
NewEdge Advisors, LLC491,675$13M0.05%+143,14213F-HRTimeline
Manhattan West Asset Management, LLC488,720$12.9M2.65%+31,64913F-HRTimeline
Austin Private Wealth, LLC480,303$12.7M0.95%+237,33013F-HRTimeline
Vestmark Advisory Solutions, Inc.476,919$12.6M0.17%+23,30313F-HRTimeline
Impact Investors, Inc472,247$12.5M8.67%+60,90913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC452,965$12M0.58%+9,20313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC427,435$11.3M0.17%+34,98413F-HRTimelineGroup
Avos Capital Management, LLC400,989$10.6M4.64%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd395,726$10.5M0.11%new13F-HRTimelineGroup
World Investment Advisors372,608$9.86M0.16%+42,83313F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…369,999$9.79M0.24%new13F-HRTimelineGroup
Appalachian Capital Management Ltd358,812$9.5M7.61%13F-HRTimeline
OneDigital Investment Advisors LLC349,307$9.25M0.09%-36,03513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC340,581$9.02M0.19%+109,87213F-HRTimelineGroup
Mutual Advisors, LLC339,852$9M0.19%-46,97213F-HRTimeline
Gibbs Wealth Management334,799$8.92M2.16%-24,82913F-HRTimeline
MOTCO336,170$8.9M0.81%+3,81413F-HRTimeline
Scarborough Advisors, LLC335,246$8.87M1.5%+10,57113F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…332,977$8.81M0.99%+35,89213F-HR/ATimelineGroup
Hobart Private Capital, LLC305,798$8.09M1.58%-6,66513F-HRTimeline
IFG Advisory, LLC303,560$8.04M0.35%-88,26013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.302,348$8M0.05%+169,08513F-HRTimelineGroup
Kingsview Wealth Management, LLC290,610$7.69M0.11%+262,23013F-HRTimeline
High Probability Advisors, LLC288,285$7.63M1.02%-72,20513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…286,819$7.59M0.05%new13F-HRTimelineGroup
Permanent Capital Management, LP279,198$7.39M1.44%+9,54513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC263,357$6.97M0.12%+165,74913F-HR/ATimeline
Avidian Wealth Enterprises, LLC259,171$6.86M0.25%+7,45213F-HRTimeline
HighTower Advisors, LLC256,655$6.79M0.01%+149,90813F-HRTimeline
Summit Trail Advisors, LLC255,224$6.76M0.12%+230,09913F-HRTimeline
Impact Partnership Wealth, LLC251,361$6.65M0.85%+79,41413F-HRTimeline
Robertson Stephens Wealth Management, L…251,060$6.65M0.19%-30,93813F-HRTimeline
Independence Wealth Advisors, LLC249,946$6.62M3.72%13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC244,653$6.48M0.17%+1,73113F-HRTimeline
KWB Wealth242,503$6.42M0.61%+2,42613F-HRTimeline
FIRST HORIZON CORP241,528$6.39M0.29%-83,20513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC240,539$6.37M3.55%+1,64613F-HRTimeline
Aspire Private Capital, LLC234,083$6.2M1.38%+213,46813F-HRTimeline
Town Capital LLC231,290$6.12M5.01%13F-HRTimeline
Keystone Financial Group231,272$6.12M0.45%-46,71813F-HRTimeline
KM Capital Management Ltd.225,788$5.98M3.05%-17,84513F-HRTimeline
Detalus Advisors, LLC223,966$5.93M1.44%-11,87313F-HRTimeline
MML INVESTORS SERVICES, LLC218,570$5.79M0.01%+91,91213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.215,800$5.71M0.01%-42,96413F-HRTimelineGroup
AllGen Financial Advisors, Inc.213,789$5.66M1.34%+10,86213F-HRTimeline
New Harbor Financial Group, LLC211,922$5.61M1.03%+5,75613F-HRTimeline
Buttonwood Financial Group, LLC201,520$5.37M2.85%-34,27413F-HRTimeline
Foster Victor Wealth Advisors, LLC196,199$5.22M0.3%-17,14313F-HRTimeline
J.E. Simmons & Co., P.C.193,988$5.13M3.33%13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC190,957$5.05M0.06%-79,16313F-HRTimelineGroup
Steward Partners Investment Advisory, L…182,024$4.82M0.03%+3,01513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.179,994$4.76M<0.01%+156,29613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC178,319$4.72M0.02%-3,62013F-HRTimelineGroup
Targeted Financial Services LLC175,147$4.64M3.99%13F-HRTimeline
Portside Wealth Group, LLC174,575$4.62M0.63%+13,28313F-HRTimeline
Columbus Macro, LLC173,801$4.6M0.5%-101,99913F-HRTimeline
Robinson Value Management, Ltd.168,654$4.46M2.41%+2,32313F-HRTimeline
Integrity Wealth Solutions LLC168,467$4.46M1.76%+2,27213F-HRTimeline
Genesee Capital Advisors, LLC161,446$4.27M1.72%+43,83113F-HRTimeline
Caitlin John, LLC160,221$4.24M2.78%+71,34413F-HRTimeline
Atlas Legacy Advisors, LLC159,618$4.23M0.74%+6,45813F-HRTimeline
Capital Investment Management, Inc.157,005$4.16M1.45%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC155,307$4.11M0.1%+41,43413F-HRTimelineGroup
Broadway Wealth Solutions, Inc.152,746$4.04M2.16%+12,68813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…149,765$3.96M0.08%-9,68213F-HRTimelineGroup
FLOW TRADERS U.S. LLC147,711$3.91M0.13%+66,21913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …144,012$3.81M0.03%13F-HR/ATimelineGroup
BAILARD, INC.141,845$3.75M0.08%+21,11413F-HRTimeline
CoreCap Advisors, LLC138,315$3.66M0.13%-42113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC137,823$3.65M0.08%+63,16313F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.137,219$3.63M1.37%new13F-HRTimeline
Atria Investments, Inc136,863$3.62M0.04%-3,87813F-HRTimeline
Betterment LLC126,019$3.34M0.01%+3,21713F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC121,363$3.21M1.46%+1,68113F-HRTimeline
Raleigh Capital Management Inc.120,439$3.19M1.16%+119,92413F-HRTimeline
Beacon Bridge Wealth Partners, LLC119,795$3.17M1.05%+11,66913F-HRTimeline
Frontier Asset Management, LLC119,795$3.17M0.74%+75613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC117,820$3.12M0.02%-20,56813F-HRTimelineGroup
Fourth Dimension Wealth, LLC116,175$3.08M1.12%+1,84813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC115,929$3.07M<0.01%+2,08013F-HRTimelineGroup
OKABENA INVESTMENT SERVICES INC115,310$3.05M0.58%013F-HRTimeline
Private Wealth Group, LLC111,188$2.94M1.41%+16,25713F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.109,510$2.9M1.93%+5,07613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp104,967$2.78M<0.01%+3,11913F-HRTimelineGroup
Strategic Financial Services, Inc.103,978$2.76M0.13%-20513F-HRTimeline
AlphaStar Capital Management, LLC103,257$2.73M0.2%-237,38613F-HRTimeline
Krilogy Financial LLC100,587$2.69M0.09%-11,31813F-HRTimeline
Simplicity Wealth,LLC101,408$2.68M0.16%+8,73613F-HRTimeline
WealthTrak Capital Management LLC100,821$2.67M1.91%+21,90313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC97,483$2.63M0.01%+79713F-HRTimelineGroup
Andina Capital Management, LLC98,780$2.61M1.58%+6,93313F-HRTimeline
Signal Advisors Wealth, LLC97,483$2.58M0.21%+71,83413F-HRTimeline
HighPoint Advisor Group LLC97,463$2.58M0.06%new13F-HRTimeline
Range Advisory, LLC95,747$2.53M0.65%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…93,793$2.48M<0.01%-3,79213F-HR/ATimelineGroup
PFG Advisors89,851$2.38M0.12%-86,88613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…88,230$2.34M0.19%-43,01613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC87,115$2.31M<0.01%-96,63113F-HRTimelineGroup
Sowell Financial Services LLC87,027$2.3M0.08%+16,31413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC86,011$2.28M0.51%+41,34813F-HRTimeline
Drucker Wealth 3.0, LLC85,064$2.25M0.4%+18,14413F-HRTimeline
Arrowroot Family Office, LLC83,294$2.2M0.8%+5,33013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC81,458$2.16M<0.01%+3,14913F-HRTimeline
GenWealth Group, Inc.81,244$2.15M0.37%+2,11413F-HRTimeline
Waverly Advisors, LLC79,695$2.11M0.02%-116,93713F-HRTimeline
Orion Porfolio Solutions, LLC79,475$2.1M0.02%+4,58713F-HRTimeline
Strategic Investment Advisors / MI79,057$2.09M0.18%+78,99713F-HRTimeline
Plan Group Financial, LLC77,458$2.05M0.53%+4,15213F-HRTimeline
CHOREO, LLC74,147$1.98M0.03%-9,42013F-HRTimeline
HARBOUR INVESTMENTS, INC.74,322$1.97M0.04%+41,70813F-HRTimeline
Integrated Wealth Management72,819$1.93M2.17%13F-HRTimeline
COMERICA BANK72,707$1.92M0.01%-32,76513F-HRTimeline
Boltwood Capital Management72,250$1.91M0.5%+22013F-HRTimeline
PETRA FINANCIAL ADVISORS INC70,028$1.85M1.09%-3,85613F-HRTimeline
Tortoise Investment Management, LLC68,382$1.81M0.16%+35013F-HRTimeline
Vise Technologies, Inc.67,693$1.79M0.04%new13F-HRTimeline
Koshinski Asset Management, Inc.66,993$1.77M0.11%-9,91713F-HRTimeline
BIRCH FINANCIAL GROUP, LLC66,219$1.75M1%+2,38513F-HRTimeline
Fire Capital Management LLC65,698$1.74M0.87%+9,71313F-HRTimeline
25 LLC64,896$1.72M0.55%-1,24413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…64,402$1.7M0.03%+81113F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC62,957$1.67M0.13%+52,12713F-HRTimelineGroup
Jacobi Capital Management LLC61,368$1.62M0.09%+3,08013F-HRTimeline
Hobbs Group Advisors, LLC61,304$1.62M0.49%-160,90913F-HRTimeline
Goodman Advisory Group, LLC60,158$1.59M0.39%+9,41113F-HRTimeline
Red Tortoise LLC59,733$1.58M0.68%-16,14213F-HRTimeline
Colonial River Investments, LLC56,686$1.5M0.53%-41,50413F-HRTimeline
Tempus Wealth Planning, LLC56,263$1.49M0.34%+80613F-HRTimeline
Ironwood Wealth Management, LLC.55,983$1.48M0.44%-92513F-HRTimeline
Fort Point Capital Partners LLC55,165$1.48M0.18%-99,73413F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.55,527$1.47M1.03%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC55,453$1.47M0.06%-33913F-HRTimeline