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Disclosery

SPTM SPDR SERIES TRUST

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SHS (fund)

770 managers (780 13F filers) reported a position in SPTM shares at 2026-06-30, 96,877,369 shares in all. 65 filers opened a position and 27 filers sold out during the quarter.

Managers
770
13F filers
780
New
65
Added
260
Reduced
290
Sold out
27
Shares held by filers
96,877,369

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC8,300,927$754M0.17%-200,87213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,507,994$500M0.86%+71,78013F-HRTimelineGroup
Creative Planningin group Creative Planning4,244,480$385M0.23%+118,05313F-HRTimelineGroup
Valmark Advisers, Inc.2,961,564$269M2.85%+21,72913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC2,938,215$267M0.65%+43,06013F-HRTimelineGroup
Private Advisor Group, LLC2,629,977$239M1.09%-463,23013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding2,526,053$229M-78,944Timeline
Professional Financial Advisors, LLC2,244,068$204M35.24%+711,32513F-HRTimeline
Hughes Financial Services, LLC1,730,399$157M20.82%+58,45813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,568,833$142M0.01%+38,09613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,540,424$140M0.16%+102,97413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,498,663$136M0.03%+223,08213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,430,952$131M0.22%+25,82313F-HRTimeline
Syntegra Private Wealth Group, LLC1,360,734$124M9.57%-51,71313F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding1,352,767$123M+180,367Timeline
Keener Financial Planning LLC1,143,398$104M37.13%+56,70613F-HRTimeline
Modern Wealth Management, LLC1,129,081$103M1.22%-256,75413F-HRTimeline
Allworth Financial LP1,047,443$95.1M0.4%-24,14013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,030,968$93.6M0.02%+4,81913F-HRTimelineGroup
ARS Wealth Advisors Group, LLC1,018,751$92.5M7.24%-13,34113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC999,405$90.7M0.02%-11,70613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/913,019$82.9M0.01%-60,36513F-HRTimelineGroup
Rockbridge Investment Management, LCC904,261$82.1M6.67%-29,58013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.868,980$78.9M14.93%+28,69713F-HRTimeline
Wealthquest Corp866,474$78.7M4.96%+5,47213F-HRTimeline
Rosenberg Matthew Hamilton858,575$78M14.52%+33,07213F-HRTimeline
B.O.S.S. Retirement Advisors, LLC796,314$72.3M19.52%+88,78713F-HRTimeline
Financial Strategies Group, Inc.779,808$70.9M11.29%+3,19213F-HRTimeline
Baltimore-Washington Financial Advisors…766,306$69.6M2.6%+15,37213F-HRTimeline
Shepherd Financial Partners LLC765,384$69.5M5.71%+18,73613F-HRTimeline
Cambridge Investment Research Advisors,…752,931$68.4M0.15%+3,00813F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC733,767$66.6M0.08%-9,22513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding705,698$64.1M+267Timeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC689,429$62.6M0.02%+50,55913F-HRTimelineGroup
Weitzel Financial Services, Inc.684,063$61.8M21%+5,24213F-HRTimeline
Advisors Capital Management, LLC679,939$61.7M0.65%+30,68413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC632,610$57.4M0.02%-119,39513F-HRTimelineGroup
Legacy Private Trust Co.626,685$56.9M3.18%-259,29513F-HRTimeline
CVFG LLC616,164$55.9M5.88%+32,01113F-HRTimeline
Winch Advisory Services, LLC597,158$54.2M11.26%+1,34213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding593,015$53.8M+23,168Timeline
STATE OF MICHIGAN RETIREMENT SYSTEM565,479$51.3M0.23%new13F-HRTimeline
Symphony Financial, Ltd. Co.495,226$44.6M4.88%+13,94713F-HRTimeline
Kingsview Wealth Management, LLC491,233$44.6M0.54%+28,76813F-HRTimeline
Wealthspire Advisors, LLC483,994$43.9M0.24%new13F-HRTimeline
Geneos Wealth Management Inc.476,001$43.2M0.88%+10,51913F-HRTimeline
N.E.W. Advisory Services LLC472,621$42.9M2.87%+16,48513F-HRTimeline
Aquire Wealth Advisors, LLC466,911$42.4M9.72%-19,07813F-HRTimeline
Winthrop Advisory Group LLC462,176$42M2.83%-2,08013F-HRTimeline
Cetera Investment Advisers449,566$40.8M0.04%+6,20313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.448,617$40.7M0.24%-78313F-HRTimelineGroup
Rialto Wealth Management, LLC427,094$38.8M7.67%+32613F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…420,062$38.1M5.5%+8,24813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC417,513$37.9M0.24%+3,42913F-HRTimelineGroup
Treasure Coast Financial Planning415,958$37.8M18.42%-73113F-HRTimeline
Owl Creek Wealth Partners LLC392,903$35.7M10.44%+36,90113F-HRTimeline
HighPoint Advisor Group LLC387,596$35.2M1.24%+16,59713F-HRTimeline
Jacobi Capital Management LLC372,511$33.8M1.65%+9,00613F-HRTimeline
Rinkey Investments363,352$33M7.77%-1,98713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO364,366$32.8M<0.01%-28,78313F-HRTimelineGroup
Boston Standard Wealth Management, LLC339,708$30.9M4.48%+3,53813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP329,144$29.9M1.38%+14,37813F-HRTimeline
RFG Advisory, LLC316,100$28.7M0.45%-2,05513F-HRTimeline
Navigation Group, LLC308,575$28M5.45%-2,52713F-HRTimeline
RVW Wealth, LLC304,009$27.6M1.82%+1,54013F-HRTimeline
Financial Planning Fort Collins, LLC301,484$27.5M21.72%-15,97313F-HRTimeline
Bridgewealth Advisory Group, LLC301,764$27.4M5.17%+13,37913F-HRTimeline
Fox Financial, Inc301,615$27.4M19.07%-2,03313F-HRTimeline
DORVAL Corp294,987$26.8M7.71%+2,54513F-HRTimeline
ABOUND FINANCIAL, LLC284,191$25.8M10.29%-3,53713F-HRTimeline
BIP Wealth, LLC282,526$25.7M0.73%+35,14213F-HRTimeline
SigFig Wealth Management, LLC281,572$25.4M0.67%-6,69613F-HRTimeline
Waverly Advisors, LLC272,566$24.7M0.14%-1,95713F-HRTimeline
Beacon Capital Management, Inc.263,803$24M1.45%-9,95513F-HRTimeline
Zhang Financial LLC257,479$23.4M0.68%-25,80013F-HRTimeline
AssuredPartners Investment Advisors, LLC252,181$22.9M2.22%+4,74713F-HRTimeline
Wall Capital Group, Inc.245,135$22.3M18.22%-30,83013F-HRTimeline
Annex Advisory Services, LLC239,129$21.7M0.37%-1,26713F-HRTimeline
Compass Financial Group, INC/SD237,330$21.5M2.47%-2,68813F-HRTimeline
Western Wealth Management, LLC227,132$20.6M0.67%+99,19013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC223,805$20.3M9.3%+15,21313F-HRTimeline
Parallel Advisors, LLC221,137$20.1M0.31%-3,66013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA216,002$19.6M<0.01%-15,61213F-HRTimelineGroup
Capasso Planning Partners LLC210,645$19.1M9.54%-2,06513F-HRTimeline
HBW ADVISORY SERVICES LLC206,830$18.8M1.7%+4,07013F-HRTimeline
Roble, Belko & Company, Inc206,069$18.7M2.02%-4,55913F-HRTimeline
Fourth Dimension Wealth, LLC203,501$18.5M5.84%+7,29913F-HRTimeline
Mueller Wealth, LLC202,687$18.4M12.53%+15,88313F-HRTimeline
Pure Financial Advisors, LLC200,381$18.2M0.23%-4,91613F-HRTimeline
Atlas Private Wealth Advisors186,239$16.9M3.7%+19,46913F-HRTimeline
AlphaCore Capital LLC184,204$16.7M0.31%-4,05513F-HRTimeline
Facet Wealth, Inc.181,997$16.5M0.24%+42213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.178,323$16.2M0.26%-70,29513F-HRTimeline
GREAT LAKES ADVISORS, LLC176,855$16.1M0.12%-3,46413F-HRTimeline
Gateway Wealth Partners, LLC176,685$16M0.96%-149,41213F-HRTimeline
Bensler, LLC175,956$16M1.41%+5,21213F-HRTimeline
Clearstead Advisors, LLC172,651$15.7M0.15%-43613F-HRTimeline
Arete Wealth Advisors, LLC171,960$15.6M1.03%+58413F-HR/ATimeline
CABOT WEALTH MANAGEMENT INC171,433$15.6M1.58%+42,55913F-HRTimeline
Ervin Investment Management, LLC168,556$15.3M8.31%+2,84613F-HRTimeline
Snowden Capital Advisors LLC166,409$15.1M0.36%-21,89313F-HRTimeline
Spartan Planning & Wealth Management166,207$15.1M10.04%+25,97313F-HRTimeline
IAG Wealth Partners, LLC164,702$15M1.48%-12,01813F-HRTimeline
Strategic Investment Advisors / MI163,353$14.8M0.9%+2,83113F-HRTimeline
Cornerstone Financial Group, LLC /NE/158,282$14.4M8.86%+2,60613F-HRTimeline
TD Capital Management LLC156,894$14.2M1.16%+12,57513F-HRTimeline
Royal Harbor Partners, LLC156,855$14.2M4.41%-1,88113F-HRTimeline
Farther Finance Advisors, LLC156,075$14.2M0.11%+4,01513F-HRTimeline
XML Financial, LLC155,578$14.1M1.03%-4,57513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC154,171$14M0.05%+65913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding153,896$14M+6,452Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC153,512$13.9M<0.01%-15,27013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC149,860$13.6M0.03%+14,58813F-HRTimeline
Savant Capital, LLC157,428$13.4M0.04%+79,03413F-HRTimeline
M3 Wealth Management, LLC145,538$13.2M8.57%+7,70313F-HRTimeline
Global Retirement Partners, LLC144,332$13.1M0.2%13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV142,793$13M1.48%-6,98813F-HRTimeline
G&S Capital LLC138,684$12.6M3.65%-1,35313F-HRTimeline
Evensky & Katz LLC136,729$12.4M0.64%-4,68813F-HRTimeline
SENTINEL PENSION ADVISORS, LLC136,870$12.4M1.62%-8,54813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC134,479$12.2M0.02%+13,30713F-HRTimeline
RETIREMENT CAPITAL STRATEGIES132,501$12M4.18%-57913F-HRTimeline
Balefire, LLC132,332$12M1.96%-7,60213F-HRTimeline
R2 Capital Strategies, LLC129,416$11.7M5.32%13F-HRTimeline
Investors Research Corp128,022$11.6M2.08%-3,88313F-HRTimeline
Redwood Financial Network Corp127,459$11.6M6.42%-1,64013F-HRTimeline
IRON Financial LLC127,201$11.5M4.77%-1,61413F-HRTimeline
Balentine LLC124,550$11.3M0.4%-12,99413F-HRTimeline
Financial Management Professionals, Inc.123,385$11.2M1.06%new13F-HRTimeline
Freedom Day Solutions, LLC123,130$11.2M2.47%-1,20513F-HRTimeline
FMR LLCin group FMR LLC123,080$11.2M<0.01%+5,49013F-HRTimelineGroup
Quantinno Capital Management LP122,347$11.1M0.01%-29513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC119,895$10.9M0.2%+1,48613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP120,501$10.7M<0.01%+43,02913F-HRTimelineGroup
BEACON FINANCIAL GROUP116,743$10.6M0.96%-9,90713F-HRTimeline
Summit Investment Advisory Services, LLC115,622$10.5M2.63%-2,94513F-HRTimeline
Breakwater Investment Management114,601$10.4M3.54%+21,84613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC111,749$10.1M0.05%+1,53013F-HR/ATimeline
Aldebaran Financial Inc.109,406$9.93M8.07%+5,05313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC103,283$9.38M0.22%+4,43913F-HRTimelineGroup
Sterneck Capital Management, LLC101,452$9.21M3.95%-73113F-HRTimeline
VestGen Advisors, LLC100,956$9.17M0.27%+1,48713F-HRTimeline
CASCADE INVESTMENT GROUP, INC.100,079$9.09M5.1%-20013F-HRTimeline
ISTHMUS PARTNERS, LLC99,917$9.07M0.88%+4,83413F-HRTimeline
FreeGulliver LLC98,799$8.97M3.16%+21513F-HRTimeline
Cannon Financial Strategists, Inc.96,238$8.74M0.99%-9313F-HRTimeline
Tempus Wealth Planning, LLC95,564$8.68M1.7%-96413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…94,316$8.57M0.05%-3,42613F-HRTimelineGroup
Advisory Services Network, LLC91,578$8.31M0.09%-1,83413F-HRTimeline
Atria Investments, Inc89,364$8.11M0.08%+8,47113F-HRTimeline
Integrated Wealth Concepts LLC86,759$7.88M0.04%+30,64413F-HRTimeline
True Blue Financial, LLC86,731$7.87M3.32%+3,53413F-HRTimeline
Ashton Thomas Private Wealth, LLC85,114$7.73M0.16%+2,90513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…84,925$7.71M0.11%013F-HRTimelineGroup
Roundview Capital LLC84,875$7.71M0.42%+6,39913F-HRTimeline
Wealth Alliance Advisory Group, LLC83,440$7.58M1.1%-1,67213F-HRTimeline
SFG Wealth Management, LLC.83,314$7.56M2.72%-2,89213F-HRTimeline
Private Wealth Group, LLC83,185$7.55M2.92%-4,44913F-HRTimeline
Mutual Advisors, LLC82,206$7.46M0.14%-3,67213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC80,789$7.33M0.28%+1,83813F-HRTimeline
Aerodigm Wealth, LLC80,005$7.26M2.46%-1,35913F-HRTimeline
Vise Technologies, Inc.78,923$7.17M0.08%+35,10213F-HRTimeline
SEEDS INVESTOR LLC78,802$7.15M0.74%+53,83113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding78,709$7.15M-17,235Timeline
SHEETS SMITH WEALTH MANAGEMENT77,837$7.07M0.71%+15,26013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.77,316$7.02M4.9%-6,77513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS76,571$6.95M0.01%+9,32813F-HRTimeline
Brady Martz Wealth Solutions, LLC76,076$6.91M1.04%013F-HRTimeline
HighTower Advisors, LLC74,761$6.79M0.01%-1,74413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…73,659$6.69M0.15%-99313F-HRTimelineGroup
PAX Financial Group, LLC71,053$6.45M0.96%-3,02613F-HRTimeline
Values Added Financial LLC67,978$6.17M2.23%-63413F-HRTimeline
Trinity Wealth Management, LLC67,829$6.16M1.95%+3,73213F-HRTimeline
Beacon Pointe Advisors, LLC67,817$6.16M0.03%+1,79313F-HRTimeline
IHT Wealth Management, LLC67,178$6.1M0.13%-96713F-HRTimeline
LITTLE HOUSE CAPITAL LLC67,132$6.09M1.37%+55113F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI66,672$6.05M0.51%+1,04113F-HRTimeline
Evercore Wealth Management, LLC66,631$6.05M0.09%+14,02313F-HRTimeline
Apeiron RIA LLC66,182$6.01M1.54%+3,47013F-HRTimeline
Orion Porfolio Solutions, LLC66,137$6M0.05%+61,49613F-HRTimeline
JT Stratford LLC66,065$6M0.66%+2,98213F-HRTimeline
Advocacy Wealth Management, LLC62,504$5.67M0.21%013F-HRTimeline
Medallion Wealth Advisors, LLC62,178$5.66M1.79%+2,61313F-HRTimeline
Principia Wealth Advisory, LLC61,110$5.55M2.78%-1,77813F-HRTimeline
CGN Advisors LLC60,445$5.49M0.4%-6,54113F-HRTimeline
Avior Wealth Management, LLC59,247$5.38M0.14%013F-HRTimeline
Mariner, LLCin group Mariner, LLC59,165$5.37M0.01%-202,29313F-HRTimelineGroup
TKG Advisors, LLC59,058$5.36M1.86%+1,44313F-HRTimeline
Maridea Wealth Management LLC58,851$5.34M0.58%-2,37313F-HRTimeline
NewEdge Advisors, LLC58,219$5.29M0.02%-2,10513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP58,100$5.27M<0.01%-15,80013F-HRTimelineGroup
Andrews Advisory Associates, LLC57,837$5.25M2.52%-58913F-HRTimeline
Austin Wealth Management, LLC57,567$5.2M1.1%-7013F-HRTimeline
Legacy Capital Group California, Inc.56,993$5.17M1.56%-4,46213F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC56,318$5.11M0.63%-1,12913F-HRTimeline
Collaborative Wealth Managment Inc.55,776$5.06M2.13%-2,15813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP55,443$5.03M0.01%-12,58713F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.55,273$5.02M0.07%-3,38613F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC53,698$4.88M1.21%-1,41613F-HRTimelineGroup
Noble Wealth Partners LLC52,480$4.76M4.14%13F-HRTimeline