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Disclosery

SPTM SPDR SERIES TRUST

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SHS (fund)

773 managers (783 13F filers) reported a position in SPTM shares at 2026-06-30, 96,862,150 shares in all. 65 filers opened a position and 28 filers sold out during the quarter.

Managers
773
13F filers
783
New
65
Added
261
Reduced
291
Sold out
28
Shares held by filers
96,862,150

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
Larson Financial Group LLC51,998$4.72M0.12%-17,09013F-HRTimeline
DAGCO, INC.51,634$4.69M0.87%+2,08513F-HRTimeline
BEAM WEALTH ADVISORS, INC.51,589$4.68M1.03%-13713F-HR/ATimeline
Perennial Investment Advisors, LLC50,840$4.62M0.31%-31513F-HRTimeline
Arkadios Wealth Advisors49,678$4.51M0.07%-2,00613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC49,345$4.48M0.3%-14513F-HRTimelineGroup
MJP ASSOCIATES INC /ADV48,592$4.41M0.48%-53013F-HRTimeline
OneDigital Investment Advisors LLC48,524$4.41M0.04%-2,96313F-HRTimeline
Investment Planning Advisors, Inc.48,323$4.39M1.02%-73913F-HRTimeline
CARDIFF PARK ADVISORS, LLC47,479$4.31M0.33%+13313F-HRTimeline
Financial Solutions Advisory Group, Inc.46,876$4.28M0.54%013F-HRTimeline
Tennessee Valley Asset Management Partn…46,422$4.21M0.46%+83613F-HRTimeline
Wealth Advisory Solutions, LLC46,407$4.21M0.86%+2,13013F-HRTimeline
Fullerton Advisors, LLC46,255$4.2M3.93%-5,02513F-HRTimeline
Betterment LLC46,076$4.18M0.01%+3,46813F-HRTimeline
BANK OF HAWAII45,714$4.15M0.2%-33013F-HRTimeline
Aptus Capital Advisors, LLC44,296$4.02M0.03%-45713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…43,421$3.94M<0.01%+91913F-HRTimelineGroup
Coppell Advisory Solutions LLC15,573$3.87M0.41%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS42,165$3.83M0.39%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.42,092$3.82M<0.01%+23,70413F-HRTimelineGroup
FLOW TRADERS U.S. LLC42,017$3.81M0.16%new13F-HRTimeline
Praetorian Wealth Management, Inc.41,914$3.81M0.66%-5,51013F-HRTimeline
Quent Capital, LLC41,811$3.8M0.23%+2,67613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding41,560$3.77M-2,727Timeline
Sequoia Financial Advisors, LLC41,532$3.77M0.02%+85813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP41,272$3.75M<0.01%+3,29213F-HRTimelineGroup
Compass Financial Group, Inc.40,802$3.7M1.57%-2,10913F-HRTimeline
AE Wealth Management LLC39,499$3.59M0.02%-10013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC38,875$3.54M0.11%-83713F-HRTimelineGroup
Composition Wealth, LLC38,276$3.48M0.04%+10,55713F-HRTimeline
Claro Advisors Inc.37,673$3.42M0.36%+20813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC36,711$3.33M0.07%+19,84413F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.36,635$3.33M1.03%+1,74813F-HRTimeline
KWB Wealth36,511$3.31M0.28%-4,17613F-HRTimeline
Twelve Points Wealth Management LLC35,439$3.22M0.64%+55413F-HRTimeline
Petersen Hastings Wealth Advisors Inc.34,783$3.16M0.27%+50313F-HRTimeline
WCG Wealth Advisors LLC33,832$3.07M0.07%+31913F-HRTimeline
Fort Point Capital Partners LLC33,760$3.07M0.33%new13F-HRTimeline
Bawa N Mallick Trust33,400$3.03M0.98%013F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO33,050$3M0.33%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV32,342$2.94M<0.01%+29513F-HR/ATimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …32,222$2.93M0.47%13F-HRTimelineGroup
Altus Wealth Group LLC32,133$2.92M1.05%-40813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,113$2.92M<0.01%new13F-HR/ATimelineGroup
Dogwood Wealth Management LLC32,041$2.91M1.15%-2,01513F-HRTimeline
Sequent Planning LLC31,671$2.88M0.61%+17,83913F-HRTimeline
SFMG, LLC31,434$2.85M0.17%013F-HRTimeline
Westside Investment Management, Inc.29,873$2.71M0.36%-8013F-HRTimeline
LANE BROTHERS & CO INC29,148$2.65M1.73%-3,56813F-HRTimeline
EP Wealth Advisors, LLC29,034$2.64M0.01%+2,50013F-HRTimeline
Raab & Moskowitz Asset Management LLC28,696$2.61M0.52%-84013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …28,456$2.58M0.12%-57513F-HRTimelineGroup
Red Mountain Financial, LLC28,370$2.58M2.16%+2,09813F-HRTimeline
Murphy & Mullick Capital Management Corp28,262$2.57M1.59%+7,50313F-HRTimeline
Financial Engines Advisors L.L.C.27,652$2.51M<0.01%-3,88413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC27,412$2.49M0.33%-11113F-HRTimeline
Belpointe Asset Management LLC27,264$2.48M0.08%+22,64913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,974$2.45M<0.01%+43313F-HRTimelineGroup
Modera Wealth Management, LLC26,884$2.44M0.03%-17813F-HRTimeline
Perigon Wealth Management, LLC26,598$2.41M0.04%-98613F-HRTimeline
Destination Wealth Management26,460$2.4M0.06%013F-HRTimeline
Patriot Financial Group Insurance Agenc…26,346$2.39M0.25%-26,63813F-HRTimeline
Sanctuary Advisors, LLC26,319$2.39M0.01%-4,09113F-HRTimeline
WealthPlan Investment Management, LLC26,170$2.38M0.12%+34613F-HRTimeline
Jacksonville Wealth Management, LLC25,730$2.34M1.32%-46413F-HRTimeline
LJI Wealth Management, LLC25,721$2.34M0.33%+10013F-HRTimeline
Financial Enhancement Group LLC25,531$2.32M0.28%+37313F-HRTimeline
LexAurum Advisors, LLC25,510$2.32M0.27%+413F-HRTimeline
Flagstone Financial Management25,023$2.27M0.51%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC24,870$2.26M0.21%-72413F-HRTimeline
Chicago Partners Investment Group LLC25,032$2.25M0.04%+1,09013F-HRTimeline
Fingerlakes Wealth Management, Inc.24,615$2.23M1.2%-81213F-HRTimeline
Oakwell Private Wealth Management, LLC24,523$2.23M0.37%-9413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MidFirst Bank24,239$2.2M0.16%-7,58513F-HRTimeline
Equita Financial Network, Inc.24,232$2.2M0.61%+213F-HRTimeline
&PARTNERS24,167$2.19M0.01%+23313F-HRTimeline
Advance Capital Management, Inc.24,166$2.19M0.07%+5013F-HRTimeline
STEVENS CAPITAL PARTNERS23,909$2.17M0.41%-85413F-HRTimeline
Ethic Inc.23,889$2.17M0.03%new13F-HRTimeline
Auxano Advisors, LLC23,648$2.15M0.41%+1,16613F-HRTimeline
Bleakley Financial Group, LLC23,421$2.13M0.03%-813F-HRTimeline
Advyzon Investment Management, LLC23,412$2.13M0.15%-6,11013F-HRTimeline
JFS WEALTH ADVISORS, LLC23,263$2.11M0.11%-4913F-HRTimeline
Sharper & Granite LLC22,969$2.09M0.65%-61713F-HRTimeline
Solano Wealth Investment Advisors LLC22,967$2.09M0.95%-56513F-HRTimeline
Decker Wealth Management LLC22,934$2.08M0.44%+1,95913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC22,891$2.08M0.05%-21013F-HRTimeline
Seaside Wealth Management, Inc.22,694$2.06M0.51%-8513F-HRTimeline
MATAURO, LLC22,522$2.04M0.27%-1,07613F-HRTimeline
Walsh & Associates, LLC22,520$2.04M1.67%+1,44413F-HRTimeline
MONECO ADVISORS, LLC22,122$2.01M0.12%+93613F-HRTimeline
SEMITAM BONAM LLC21,583$1.96M1.44%-13713F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC21,500$1.95M0.47%+78513F-HRTimeline
NOVEM GROUP21,499$1.95M0.2%+24213F-HRTimeline
Strategic Financial Planning, Inc.21,240$1.93M1.01%new13F-HRTimeline
Broderick Brian C21,100$1.92M0.3%-50013F-HRTimeline
Trilogy Capital Inc.20,825$1.89M0.07%-1,24513F-HRTimeline
WORLD EQUITY GROUP, INC.20,808$1.89M0.42%+18,12313F-HRTimeline
Towercrest Capital Management20,742$1.88M0.26%+1,00213F-HRTimeline
DIVERSIFIED TRUST CO20,625$1.87M0.03%013F-HRTimeline
Alta Wealth Advisors LLC20,475$1.86M0.5%+2913F-HRTimeline
Janney Montgomery Scott LLC20,110$1.83M<0.01%+6,80113F-HRTimeline
Mosaic Advisors LLC19,863$1.8M2.42%013F-HRTimeline
Wrenne Financial Planning LLC19,786$1.8M0.61%013F-HRTimeline
Procyon Advisors, LLC19,660$1.78M0.08%-1,81813F-HRTimeline
PRIVATE TRUST CO NA19,496$1.77M0.14%-9513F-HRTimeline
Root Financial Partners, LLC19,437$1.76M0.07%-48013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,296$1.75M<0.01%+57113F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC19,262$1.75M0.03%new13F-HRTimeline
FMA Wealth Management, LLC18,990$1.72M1.1%-1,25513F-HRTimeline
Strategic Blueprint, LLC18,973$1.72M0.09%+413F-HRTimeline
Center For Asset Management LLC18,957$1.72M0.76%-41913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC18,855$1.71M0.01%+1,48113F-HRTimeline
Peterson Wealth Advisors, LLC18,655$1.69M0.2%+2213F-HRTimeline
Astoria Strategic Wealth, Inc.18,459$1.68M0.38%+12813F-HRTimeline
HMV Wealth Advisors, LLC18,425$1.67M0.65%new13F-HRTimeline
Vertex Planning Partners, LLC18,329$1.66M0.25%+8,58313F-HRTimeline
Climber Capital SA18,160$1.65M1.01%-3,41513F-HRTimeline
RiverFront Investment Group, LLC18,101$1.64M0.02%+2,13613F-HRTimeline
McClarren Financial Advisors, Inc.18,014$1.64M0.85%-95213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,975$1.63M<0.01%-82,79513F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC17,901$1.63M0.44%+13,65013F-HR/ATimeline
Koss-Olinger Consulting, LLC17,860$1.62M0.12%+44313F-HRTimeline
Telos Capital Management, Inc.17,759$1.61M0.14%-6513F-HRTimeline
Virtue Capital Management, LLC17,730$1.61M0.21%-1,01213F-HRTimeline
Insight Advisors, LLC/ PA17,427$1.58M0.28%+71613F-HRTimeline
HUB Investment Partners, LLC17,385$1.58M0.03%+89813F-HRTimeline
Stewardship Advisors, LLC17,337$1.57M0.33%-55813F-HRTimeline
Glenview Trust Co17,293$1.57M0.02%013F-HR/ATimeline
Arax Advisory Partners17,213$1.56M0.01%+11,45113F-HRTimeline
Galvin, Gaustad & Stein, LLC17,192$1.56M0.12%-44813F-HRTimeline
GeoWealth Management, LLC17,132$1.56M0.05%-1,53013F-HRTimeline
Alliance Wealth Management Group17,052$1.55M0.3%+56213F-HRTimeline
TIAAgroup of 3 filers holding17,020$1.54M+7,080Timeline
Ballentine Partners, LLC16,992$1.54M0.02%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO16,868$1.53M0.01%013F-HRTimelineGroup
Armbruster Capital Management, Inc.16,779$1.52M0.23%-18513F-HRTimeline
Proficio Capital Partners LLC16,726$1.52M0.05%013F-HRTimeline
Blue Edge Capital, LLC16,679$1.51M0.18%013F-HRTimeline
NorthRock Partners, LLC16,632$1.51M0.02%-6,46113F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC16,490$1.5M0.58%+1,03713F-HRTimeline
Leeward Financial Partners, LLC16,374$1.49M0.39%+4613F-HRTimeline
Emprise Bank16,166$1.47M0.54%-17313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC16,114$1.46M0.06%-1,70513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp15,681$1.42M0.06%-6213F-HRTimelineGroup
Belleair Asset Management, LLC15,604$1.42M1.19%+86313F-HRTimeline
Comprehensive Money Management Services…15,355$1.39M0.88%-56113F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC15,279$1.39M0.29%-56913F-HRTimeline
TLWM15,267$1.39M0.23%+71613F-HRTimeline
L & S Advisors Inc15,264$1.39M0.14%+3213F-HRTimeline
SUTTON PLACE INVESTORS LLC15,099$1.37M0.66%-22513F-HRTimeline
Savvy Advisors, Inc.15,073$1.37M0.03%+11,51013F-HRTimeline
Morling Financial Advisors, LLC15,017$1.36M0.38%-1,14313F-HRTimeline
Keystone Financial Group14,986$1.36M0.08%+4,79513F-HRTimeline
Asset Dedication, LLC14,839$1.35M0.08%+28513F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC14,788$1.34M0.93%-22013F-HRTimeline
FIRST HORIZON CORP14,556$1.32M0.05%-20013F-HRTimeline
Clark Capital Management Group, Inc.14,545$1.32M0.01%+96113F-HRTimeline
Paulson Wealth Management Inc.14,399$1.31M0.28%+313F-HRTimeline
Lumbard & Kellner, LLC14,328$1.3M0.39%-213F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT14,272$1.3M0.35%+2413F-HRTimeline
Bernardo Wealth Planning LLC14,160$1.29M0.22%-25913F-HRTimeline
Friday Financial14,090$1.28M0.34%+113F-HRTimeline
Lifeworks Advisors, LLC14,019$1.27M0.13%-2,36313F-HRTimeline
Keystone Financial Group, Inc.13,863$1.26M0.66%-39313F-HRTimeline
Financial Plan, Inc.13,842$1.26M0.12%-1,11113F-HRTimeline
Cape Investment Advisory, Inc.13,791$1.25M0.33%+1,56113F-HRTimeline
Slagle Financial, LLC13,701$1.24M0.37%+813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC13,511$1.23M0.01%-9313F-HRTimelineGroup
Sowell Financial Services LLC13,456$1.22M0.04%-1,03413F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC13,404$1.22M0.19%013F-HRTimeline
Merit Financial Group, LLC13,242$1.2M0.01%-2,28113F-HR/ATimeline
Sunburst Financial Group, LLC13,153$1.19M0.2%-28613F-HRTimeline
Summit Financial, LLC13,059$1.19M0.01%+5113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,932$1.17M0.01%+1,28213F-HRTimelineGroup
Prentice Wealth Management LLC12,710$1.15M0.24%-42713F-HRTimeline
Continuum Advisory, LLC12,576$1.14M0.09%-12113F-HRTimeline
GenTrust, LLC12,562$1.14M0.04%013F-HRTimeline
Squire Investment Management Company, L…12,506$1.14M0.27%013F-HRTimeline
SCS Capital Management LLC12,429$1.13M0.01%+3413F-HRTimeline
TFB Advisors LLC12,389$1.12M0.5%+4013F-HRTimeline
Tortoise Investment Management, LLC12,250$1.11M0.08%+1,00013F-HRTimeline
Summit Financial Strategies, Inc.12,201$1.11M0.08%013F-HRTimeline
Journey Advisory Group, LLC12,191$1.11M0.08%013F-HRTimeline
HRT FINANCIAL LP11,807$1.07M<0.01%+95013F-HRTimeline
Napier Financial, LLC11,782$1.07M0.22%+7413F-HRTimeline
Ausdal Financial Partners, Inc.11,753$1.07M0.04%-55913F-HRTimeline
WAYSTONE ADVISORS LLC11,751$1.07M0.8%+68913F-HRTimeline
DAVENPORT & Co LLC11,335$1.03M0.01%013F-HRTimeline
Intrua Financial, LLC11,309$1.03M0.1%-47513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding11,242$1.01M+5,597Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,038$1M<0.01%+31313F-HRTimelineGroup
WEDBUSH SECURITIES INC10,945$994K0.03%+313F-HRTimeline
Ridgeline Wealth Planning, LLC10,879$988K0.63%013F-HRTimeline
Curat Global, LLC10,850$985K0.8%+4,65013F-HRTimeline
Goldstein Advisors, LLC10,799$980K0.09%-4213F-HRTimeline
Koshinski Asset Management, Inc.10,799$980K0.05%+1,03913F-HRTimeline
Global Wealth Management Investment Adv…10,749$976K0.14%-45713F-HRTimeline
BOKF, NAin group BOKF, NA10,660$968K0.01%+7,66013F-HRTimelineGroup