SPTL SPDR SERIES TRUST

SHS (fund)

Filings received so far for Q3 2026: 19 13F filers report a position in SPTL shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Farther Finance Advisors, LLC	4,847,123	$116M	0.82%	+669,906	13F-HR Timeline
Gradient Investments LLCin group Gradient Investments LLC	978,923	$23.3M	0.33%	+25,421	13F-HR Timeline Group
Avidian Wealth Enterprises, LLC	319,863	$7.63M	0.21%	+17,781	13F-HR Timeline
CoreCap Advisors, LLC	136,974	$3.27M	0.09%	-7,439	13F-HR Timeline
INTEGRATED CAPITAL MANAGEMENT, INC.	114,632	$2.73M	1.96%	+11,177	13F-HR Timeline
Roan Capital Partners	105,822	$2.52M	1.85%	+126	13F-HR Timeline
Boltwood Capital Management	83,755	$2M	0.45%	+2,070	13F-HR Timeline
Balefire, LLC	45,058	$1.07M	0.17%	+7,355	13F-HR Timeline
Friday Financial	30,754	$733K	0.14%	new	13F-HR Timeline
Venture Visionary Partners LLC	20,495	$489K	0.01%	-3,896	13F-HR Timeline
Versant Capital Management, Inc	18,799	$448K	0.04%	-1,379	13F-HR Timeline
Stonebridge Financial Group, LLC	13,129	$313K	0.02%	+2,362	13F-HR Timeline
BAKER TILLY WEALTH MANAGEMENT, LLC	10,579	$252K	0.05%	+1,364	13F-HR Timeline
GK Wealth Management LLC	9,216	$220K	0.12%	-230	13F-HR Timeline
Planning Strategies Inc.	764	$18.2K	0.01%	0	13F-HR Timeline
CX Institutional	629	$15K	<0.01%	0	13F-HR Timeline
Paladin Partners, LLC	290	$6.92K	<0.01%	0	13F-HR Timeline
TOTH FINANCIAL ADVISORY CORP	167	$3.98K	<0.01%	new	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	37	$882	<0.01%	new	13F-HR Timeline