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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
STATE STREET CORPin group STATE STREET CORP68,517,636$1.8B0.06%-4,620,03413F-HRTimelineGroup
Financial Engines Advisors L.L.C.54,679,484$1.44B2.92%+439,50613F-HRTimeline
Municipal Employees' Retirement System …22,999,752$605M6.87%+7,602,42613F-HRTimeline
FMR LLCin group FMR LLC21,311,468$560M0.03%-9,41113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding15,621,716$411M+14,129,270Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,599,817$384M0.03%+4,995,92713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding12,662,639$333M+1,076,558Timeline
LPL Financial LLC8,739,583$230M0.06%-3,370,72613F-HRTimeline
MATHER GROUP, LLC.8,226,025$216M2.16%+445,50913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,991,614$158M0.01%+145,14013F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC5,830,936$153M0.31%+34,45213F-HRTimelineGroup
GLOBALT Investments LLC / GA5,563,987$146M5.22%+487,58413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…5,111,695$134M0.39%-961,78013F-HR/ATimelineGroup
Avantax Planning Partners, Inc.4,314,262$113M3.12%+123,15613F-HRTimeline
MASON STREET ADVISORS, LLC3,998,720$105M10.28%+1,04013F-HRTimeline
Advocacy Wealth Management, LLC3,978,825$105M4.63%+151,15613F-HRTimeline
Cetera Investment Advisers3,889,021$102M0.11%-2,891,45413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,597,062$94.6M0.01%-406,29713F-HRTimelineGroup
One Day In July LLC3,551,633$93.4M7.48%+321,77413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,524,389$92.7M0.01%+858,80413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,507,145$92.2M0.08%+186,35113F-HRTimelineGroup
Farther Finance Advisors, LLC3,393,218$88.8M0.84%+1,059,88813F-HRTimeline
CWM, LLCin group CWM, LLC2,966,485$78M0.21%+216,35813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,876,402$75.6M0.05%+262,83713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,580,024$67.9M0.1%-177,14613F-HRTimelineGroup
Destination Wealth Management2,215,071$58.3M1.51%+81,92413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,906,148$50.1M0.01%+73,81213F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding1,745,694$45.9M+58,590Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,735,793$45.7M0.09%+140,98113F-HRTimelineGroup
Tennessee Valley Asset Management Partn…1,655,218$43.5M5.75%+870,04813F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC1,567,968$40.7M4.06%-5,64313F-HRTimelineGroup
MCMORGAN & CO LLC1,516,371$39.9M6.45%+55,27013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,414,430$37.2M0.01%-298,25413F-HRTimelineGroup
MA Private Wealth1,404,877$36.9M6.25%+739,85513F-HRTimeline
McAdam, LLC1,201,456$31.6M1.42%+54,42713F-HRTimeline
SOFI WEALTH, LLC1,139,091$30M1.44%-276,73713F-HRTimeline
Strategic Wealth Investment Group, LLC1,111,109$29.2M3.71%+6,93313F-HRTimeline
Sanctuary Advisors, LLC1,069,935$28.1M0.15%+122,09213F-HRTimeline
Advisory Alpha, LLC1,063,984$28M0.76%-31,19213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,059,062$27.9M0.04%-4,37113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,052,454$27.7M0.01%-275,43913F-HRTimelineGroup
Shepherd Financial Partners LLC1,016,514$26.7M2.54%+72,88613F-HRTimeline
Integrated Wealth Concepts LLC944,560$24.8M0.2%+19,28513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC849,396$22.3M0.01%+67,98813F-HR/ATimelineGroup
GM Advisory Group, LLC845,860$22.2M0.86%+19,66313F-HRTimeline
AE Wealth Management LLC815,956$21.5M0.12%-381,14813F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC800,461$21.1M0.33%+48,39013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co792,562$20.8M<0.01%-10,38313F-HRTimelineGroup
CFS Investment Advisory Services, LLC785,454$20.8M1.43%-22,50013F-HRTimeline
Security Financial Services, INC.787,079$20.7M3.27%+92,12413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC762,045$20M0.69%+43,31713F-HRTimelineGroup
Fisher Asset Management, LLC722,790$19M0.01%-388,56713F-HRTimeline
Mariner, LLCin group Mariner, LLC693,474$18.2M0.02%+31,32413F-HRTimelineGroup
RFG Advisory, LLC691,730$18.2M0.33%+22,53213F-HRTimeline
Private Advisor Group, LLC678,239$17.8M0.08%-29,64713F-HRTimeline
SPINNAKER TRUST645,913$17M0.94%-8,33813F-HRTimeline
FLC Capital Advisors636,658$16.7M3.04%+25,12513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC635,767$16.7M0.13%+20,84113F-HRTimelineGroup
NewEdge Advisors, LLC602,936$15.9M0.06%+111,26113F-HR/ATimeline
Gibbs Wealth Management599,839$15.8M2.08%+265,04013F-HRTimeline
Checchi Capital Advisers, LLC581,341$15.3M1.05%-137,58113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…570,789$15M0.09%+283,97013F-HRTimelineGroup
Cambridge Investment Research Advisors,…549,058$14.4M0.04%+9,17513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…528,565$13.9M0.03%-367,84913F-HRTimeline
Manhattan West Asset Management, LLC528,153$13.9M2.72%+39,43313F-HRTimeline
AlphaStar Capital Management, LLC525,624$13.8M1.02%+422,36713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.516,159$13.7M0.09%+213,81113F-HRTimelineGroup
Impact Investors, Inc517,490$13.6M9.45%+45,24313F-HRTimeline
Vestmark Advisory Solutions, Inc.507,315$13.3M0.15%+30,39613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…501,894$13.2M0.43%-33,59813F-HRTimelineGroup
Perigon Wealth Management, LLC494,725$13M0.24%-23,87613F-HRTimeline
J.E. Simmons & Co., P.C.492,621$13M8.67%+298,63313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC491,220$12.9M0.31%+38,25513F-HRTimeline
Roberts Financial Services LLC469,478$12.3M3.93%-55,26013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC464,406$12.2M0.18%+36,97113F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC461,741$12.1M0.04%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC440,547$11.6M0.01%-72,20013F-HRTimelineGroup
HighTower Advisors, LLC431,867$11.4M0.01%+175,21213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC430,090$11.3M0.02%new13F-HRTimelineGroup
High Probability Advisors, LLC403,545$10.6M1.36%+115,26013F-HRTimeline
World Investment Advisors390,915$10.3M0.17%+18,30713F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC390,148$10.3M3.31%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC379,323$9.98M0.21%+38,74213F-HRTimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…371,447$9.77M1.21%+38,47013F-HR/ATimelineGroup
Jump Financial, LLCin group Jump Financial, LLC366,974$9.65M0.14%+176,01713F-HRTimelineGroup
AllGen Financial Advisors, Inc.359,014$9.44M2.24%+145,22513F-HRTimeline
Appalachian Capital Management Ltd351,564$9.25M7.4%-7,24813F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC347,157$9.13M4.84%+106,61813F-HRTimeline
MOTCO342,551$9.01M0.83%+6,38113F-HRTimeline
Impact Partnership Wealth, LLC334,602$8.8M1.09%+83,24113F-HRTimeline
Scarborough Advisors, LLC332,842$8.75M0.96%-2,40413F-HRTimeline
Keystone Financial Group331,563$8.72M0.6%+100,29113F-HRTimeline
Summit Trail Advisors, LLC318,188$8.37M0.12%+62,96413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC305,589$8.04M0.01%+218,47413F-HRTimelineGroup
Hobart Private Capital, LLC300,463$7.9M1.55%-5,33513F-HRTimeline
Avidian Wealth Enterprises, LLC285,688$7.51M0.24%+26,51713F-HRTimeline
Kingsview Wealth Management, LLC279,144$7.34M0.1%-11,46613F-HRTimeline
Permanent Capital Management, LP281,994$7.33M1.14%+2,79613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.262,206$6.9M0.01%+46,40613F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC254,588$6.7M0.17%+9,93513F-HRTimeline
FIRST HORIZON CORP244,774$6.44M0.27%+3,24613F-HRTimeline
Foster Victor Wealth Advisors, LLC238,434$6.31M0.36%+42,23513F-HRTimeline
Avos Capital Management, LLC239,783$6.31M2.49%-161,20613F-HRTimeline
KWB Wealth238,199$6.31M0.62%-4,30413F-HRTimeline
New Harbor Financial Group, LLC230,680$6.07M1.1%+18,75813F-HRTimeline
Detalus Advisors, LLC222,401$5.85M1.34%-1,56513F-HRTimeline
Caitlin John, LLC220,451$5.8M3.5%+60,23013F-HRTimeline
Town Capital LLC211,902$5.57M4.51%-19,38813F-HRTimeline
MML INVESTORS SERVICES, LLC206,119$5.42M0.02%-12,45113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC204,367$5.37M0.17%-58,99013F-HRTimeline
Schwallier Wealth Management LLC201,430$5.3M3.87%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO200,069$5.26M<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC198,923$5.23M0.11%-140,92913F-HRTimeline
Targeted Financial Services LLC198,659$5.22M4.29%+23,51213F-HRTimeline
Integrity Wealth Solutions LLC192,380$5.06M1.99%+23,91313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC189,791$4.99M<0.01%+73,86213F-HRTimelineGroup
Independent Advisor Alliance188,930$4.97M0.05%+154,74713F-HRTimeline
Steward Partners Investment Advisory, L…187,169$4.92M0.03%+5,14513F-HRTimeline
Portside Wealth Group, LLC184,773$4.86M0.66%+10,19813F-HRTimeline
Columbus Macro, LLC179,006$4.71M0.5%+5,20513F-HRTimeline
Atlas Legacy Advisors, LLC177,937$4.68M0.86%+18,31913F-HRTimeline
Capital Investment Management, Inc.177,484$4.67M1.6%+20,47913F-HRTimeline
Atria Investments, Inc169,189$4.45M0.05%+32,32613F-HRTimeline
Robinson Value Management, Ltd.166,817$4.39M2.44%-1,83713F-HRTimeline
Broadway Wealth Solutions, Inc.164,753$4.33M2.24%+12,00713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …161,825$4.26M0.03%+17,81313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV161,345$4.24M0.01%-816,01213F-HRTimeline
Genesee Capital Advisors, LLC160,973$4.23M1.77%-47313F-HRTimeline
OKABENA INVESTMENT SERVICES INC152,960$4.02M0.78%+37,65013F-HRTimeline
Range Advisory, LLC150,581$3.96M0.73%+54,83413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…148,228$3.9M0.1%-221,77113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC147,615$3.88M0.09%+9,79213F-HR/ATimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC144,423$3.8M0.03%+26,60313F-HRTimelineGroup
CoreCap Advisors, LLC140,552$3.7M0.13%+2,23713F-HRTimeline
My Portfolio Guide, LLC139,530$3.67M2.03%13F-HRTimeline
KM Capital Management Ltd.138,277$3.56M2.4%-87,51113F-HRTimeline
Strategic Investment Advisors / MI133,172$3.5M0.24%+54,11513F-HRTimeline
Betterment LLC128,571$3.38M0.01%+2,55213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC127,584$3.36M0.01%-50,73513F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC124,777$3.28M1.45%+3,41413F-HRTimeline
Beacon Bridge Wealth Partners, LLC124,549$3.28M1.1%+4,75413F-HRTimeline
IHT Wealth Management, LLC123,601$3.25M0.08%+101,80613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC122,799$3.23M0.68%+36,78813F-HRTimeline
Private Wealth Group, LLC121,837$3.2M1.49%+10,64913F-HR/ATimeline
Simplicity Wealth,LLC121,595$3.2M0.18%+20,18713F-HRTimeline
Fourth Dimension Wealth, LLC121,248$3.19M1.21%+5,07313F-HRTimeline
Frontier Asset Management, LLC118,922$3.13M0.66%-87313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp115,842$3.05M<0.01%+10,87513F-HRTimelineGroup
Signal Advisors Wealth, LLC115,255$3.03M0.21%+17,77213F-HRTimeline
Aspire Private Capital, LLC115,112$3.03M0.68%-118,97113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC111,956$2.94M0.07%-43,35113F-HRTimelineGroup
Plan Group Financial, LLC110,947$2.92M0.68%+33,48913F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.109,078$2.87M1.91%-43213F-HRTimeline
Sowell Financial Services LLC103,586$2.72M0.1%+16,55913F-HRTimeline
Roan Capital Partners101,419$2.67M2.47%13F-HRTimeline
Fire Capital Management LLC99,375$2.61M1.22%+33,67713F-HRTimeline
HighPoint Advisor Group LLC99,092$2.61M0.11%+1,62913F-HRTimeline
Arrowroot Family Office, LLC98,078$2.58M0.85%+14,78413F-HR/ATimeline
Goldstone Financial Group, LLC97,617$2.57M0.28%new13F-HRTimeline
OneDigital Investment Advisors LLC97,517$2.56M0.03%-251,79013F-HRTimeline
Krilogy Financial LLC96,567$2.53M0.08%-4,02013F-HRTimeline
WealthTrak Capital Management LLC95,473$2.51M1.79%-5,34813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…90,656$2.38M<0.01%-3,13713F-HRTimelineGroup
Strategic Financial Services, Inc.87,903$2.31M0.11%-16,07513F-HRTimeline
Robertson Stephens Wealth Management, L…85,632$2.25M0.06%-165,42813F-HRTimeline
Drucker Wealth 3.0, LLC85,485$2.25M0.39%+42113F-HRTimeline
HRT FINANCIAL LP84,834$2.23M0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…84,683$2.23M0.19%-3,54713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC84,446$2.22M<0.01%+2,98813F-HRTimeline
FDx Advisors, Inc.83,212$2.19M0.7%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding82,722$2.18M+70,975Timeline
Waverly Advisors, LLC82,088$2.16M0.02%+2,39313F-HRTimeline
Orion Porfolio Solutions, LLC80,443$2.12M0.02%+96813F-HRTimeline
PFG Advisors80,413$2.11M0.1%-9,43813F-HRTimeline
GenWealth Group, Inc.80,217$2.11M0.36%-1,02713F-HRTimeline
HARBOUR INVESTMENTS, INC.79,985$2.1M0.03%+5,66313F-HRTimeline
CHOREO, LLC76,822$2.02M0.02%+2,67513F-HRTimeline
Andina Capital Management, LLC75,321$1.98M1.75%-23,45913F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.75,311$1.98M0.75%-61,90813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…72,624$1.91M0.03%-77,14113F-HRTimelineGroup
Boltwood Capital Management72,420$1.9M0.49%+17013F-HRTimeline
Integrated Wealth Management71,221$1.87M2.15%-1,59813F-HRTimeline
Jacobi Capital Management LLC69,460$1.83M0.1%+8,09213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…69,132$1.82M<0.01%+54,53213F-HRTimelineGroup
Vise Technologies, Inc.67,693$1.79M0.04%013F-HRTimeline
PETRA FINANCIAL ADVISORS INC68,115$1.79M1.11%-1,91313F-HRTimeline
Gateway Wealth Partners, LLC67,158$1.77M0.07%new13F-HRTimeline
BIRCH FINANCIAL GROUP, LLC67,128$1.77M1.03%+90913F-HRTimeline
Archer Investment Management, LLC66,535$1.75M0.74%+48,10913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…66,400$1.75M0.04%+1,99813F-HRTimelineGroup
Tortoise Investment Management, LLC66,152$1.74M0.14%-2,23013F-HRTimeline
Janney Montgomery Scott LLC65,929$1.73M<0.01%+56,13513F-HRTimeline
Koshinski Asset Management, Inc.62,904$1.65M0.1%-4,08913F-HRTimeline
SIMON QUICK ADVISORS, LLC62,149$1.63M0.07%+6,69613F-HRTimeline
Hobbs Group Advisors, LLC60,332$1.59M0.47%-97213F-HRTimeline
Tempus Wealth Planning, LLC58,808$1.55M0.36%+2,54513F-HRTimeline
Red Tortoise LLC58,027$1.53M0.64%-1,70613F-HRTimeline
Raleigh Capital Management Inc.57,633$1.52M0.52%-62,80613F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC57,600$1.51M0.77%+7,83313F-HRTimeline
Goodman Advisory Group, LLC57,450$1.51M0.39%-2,70813F-HRTimeline