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Disclosery

SPTM SPDR SERIES TRUST

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SHS (fund)

629 managers (635 13F filers) reported a position in SPTM shares at 2024-12-31, 84,796,199 shares in all. 40 filers opened a position and 34 filers sold out during the quarter.

Managers
629
13F filers
635
New
40
Added
220
Reduced
226
Sold out
34
Shares held by filers
84,796,199

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Altus Wealth Group LLC37,784$2.7M1.19%-74213F-HRTimeline
SFMG, LLC37,209$2.66M0.21%-39813F-HRTimeline
BANK OF HAWAII36,768$2.63M0.15%013F-HRTimeline
Orca Investment Management, LLC36,734$2.62M2.47%-1,29713F-HRTimeline
Betterment LLC35,666$2.55M0.01%+2,66213F-HRTimeline
Atria Wealth Solutions, Inc.34,335$2.45M0.03%+2,68813F-HRTimeline
Atlas Private Wealth Advisors34,059$2.43M0.35%new13F-HRTimeline
Strategic Financial Planning, Inc.33,447$2.39M1.63%-1313F-HRTimeline
Bawa N Mallick Trust33,400$2.39M1.05%13F-HRTimeline
Financial Enhancement Group LLC33,376$2.37M0.36%-634,10313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC32,100$2.29M<0.01%+18,40013F-HRTimeline
Financial Sense Advisors, Inc.32,047$2.29M0.77%+12,85113F-HRTimeline
Fingerlakes Wealth Management, Inc.32,024$2.29M1.85%-1,22413F-HRTimeline
Raab & Moskowitz Asset Management LLC31,600$2.26M0.55%-4313F-HRTimeline
Wealth Advisory Solutions, LLC31,599$2.26M0.63%+3,88613F-HRTimeline
Medallion Wealth Advisors, LLC31,845$2.26M1.12%13F-HRTimeline
Modera Wealth Management, LLC31,552$2.25M0.03%+25,91813F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …31,369$2.24M0.51%-59413F-HRTimelineGroup
Legacy Advisory Services, LLC31,184$2.23M1.9%-91013F-HRTimeline
Quent Capital, LLC30,894$2.21M0.23%+22313F-HRTimeline
Wade Financial Advisory, Inc30,631$2.19M0.74%+213F-HRTimeline
Tennessee Valley Asset Management Partn…30,557$2.18M0.37%+77013F-HRTimeline
WealthPlan Investment Management, LLC30,504$2.18M0.22%+21,43813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…30,163$2.15M<0.01%013F-HRTimelineGroup
MATAURO, LLC30,080$2.15M0.47%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV29,149$2.08M0.01%+3,86313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…28,927$2.07M0.05%+2,09713F-HRTimelineGroup
Westside Investment Management, Inc.28,783$2.06M0.43%+87713F-HRTimeline
Patriot Financial Group Insurance Agenc…28,548$2.04M0.27%-1,52213F-HRTimeline
Founders Financial Alliance, LLC28,439$2.03M0.56%-34913F-HRTimeline
Tyler-Stone Wealth Management28,204$2.01M0.36%+1,55913F-HRTimeline
Climber Capital SA27,775$1.98M1.63%13F-HRTimeline
Richard P Slaughter Associates Inc27,538$1.97M0.44%+9,71113F-HRTimeline
Claro Advisors Inc.27,489$1.96M0.27%+7013F-HRTimeline
Broderick Brian C27,400$1.96M0.38%-30013F-HRTimeline
Oakwell Private Wealth Management, LLC27,133$1.94M0.54%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC27,040$1.93M0.01%+25,98413F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …26,775$1.91M0.16%new13F-HRTimelineGroup
Cahill Wealth Management, LLC26,565$1.9M0.97%-12413F-HRTimeline
Beacon Pointe Advisors, LLC25,810$1.84M0.02%-28213F-HRTimeline
Priebe Wealth Holdings LLC25,705$1.84M1.24%-6,39013F-HRTimeline
NWF Advisory Services Inc.25,622$1.83M0.27%new13F-HRTimeline
LexAurum Advisors, LLC25,439$1.82M0.36%+4,81013F-HRTimeline
Wrenne Financial Planning LLC25,324$1.81M1.03%-42613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC25,313$1.81M0.38%-35713F-HRTimeline
Sigma Planning Corp25,027$1.79M0.06%-16313F-HRTimeline
JFS WEALTH ADVISORS, LLC24,728$1.77M0.12%+4513F-HRTimeline
Perigon Wealth Management, LLC24,223$1.75M0.04%+28613F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC24,416$1.73M0.16%-3,73313F-HRTimelineGroup
GeoWealth Management, LLC23,846$1.7M0.06%+1,07213F-HRTimeline
Seaside Wealth Management, Inc.23,223$1.66M0.61%-18213F-HRTimeline
Chicago Partners Investment Group LLC22,806$1.64M0.05%+7513F-HRTimeline
LJI Wealth Management, LLC22,913$1.64M0.32%+2,21413F-HRTimeline
TOWNSQUARE CAPITAL LLC22,279$1.59M0.02%+3,15113F-HRTimeline
EP Wealth Advisors, LLC21,981$1.57M0.01%+97613F-HRTimeline
Merit Financial Group, LLC21,955$1.57M0.03%-7,26813F-HRTimeline
Towercrest Capital Management21,943$1.57M0.25%-3,84713F-HRTimeline
J.W. COLE ADVISORS, INC.21,736$1.55M0.06%+8,38913F-HRTimeline
STEVENS CAPITAL PARTNERS21,593$1.54M0.7%+46213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.21,591$1.54M<0.01%new13F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC21,576$1.54M0.04%+2,12813F-HRTimeline
Advance Capital Management, Inc.21,347$1.52M0.07%+39513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,160$1.51M<0.01%-10,81513F-HRTimelineGroup
FMA Wealth Management, LLC20,989$1.5M1.12%-36313F-HRTimeline
Sunburst Financial Group, LLC20,973$1.5M0.37%-11613F-HRTimeline
Morling Financial Advisors, LLC20,883$1.49M0.52%-47713F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC20,870$1.49M0.57%-33513F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.20,715$1.48M0.32%+2913F-HRTimeline
FSA Wealth Management LLC20,645$1.47M0.6%-18813F-HRTimeline
Private Wealth Group, LLC20,369$1.45M0.71%+60013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.20,339$1.45M0.56%+21313F-HRTimeline
Sharper & Granite LLC20,314$1.45M0.64%+9813F-HRTimeline
Alta Wealth Advisors LLC20,065$1.43M0.63%+89313F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC19,863$1.42M0.01%013F-HRTimelineGroup
Strategic Blueprint, LLC19,723$1.41M0.08%+3613F-HRTimeline
Legacy Capital Wealth Partners, LLC19,686$1.41M0.35%+4,30013F-HRTimeline
Stewardship Advisors, LLC19,630$1.4M0.39%013F-HRTimeline
McClarren Financial Advisors, Inc.19,569$1.4M3.92%+1,76913F-HRTimeline
Telos Capital Management, Inc.19,272$1.38M0.15%-58013F-HRTimeline
Better Money Decisions, LLC19,239$1.37M0.95%-1,11713F-HRTimeline
Asset Dedication, LLC19,214$1.37M0.11%013F-HRTimeline
Alliance Wealth Management Group18,912$1.35M0.36%-3,69913F-HRTimeline
Simplicity Wealth,LLC18,746$1.34M0.28%-1,42713F-HRTimeline
Virtue Capital Management, LLC18,612$1.33M0.27%+5,73113F-HRTimeline
L.M. KOHN & COMPANY18,192$1.3M0.34%+3,37613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,163$1.3M<0.01%-4,02513F-HRTimelineGroup
Blue Edge Capital, LLC17,916$1.28M0.2%+813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,892$1.28M0.03%-8913F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,877$1.28M0.04%-14,05013F-HRTimelineGroup
Glenview Trust Co17,861$1.28M0.02%013F-HRTimeline
Echo Wealth Management, LLC17,750$1.27M0.88%+12213F-HRTimeline
WCG Wealth Advisors LLC17,672$1.26M0.08%-1,58813F-HRTimeline
First Horizon Advisors, Inc.17,446$1.25M0.03%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding17,429$1.24M-413Timeline
Lido Advisors, LLCin group Lido Advisors, LLC17,416$1.24M0.01%+2,43213F-HRTimelineGroup
Comprehensive Money Management Services…17,342$1.24M1.02%13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…16,978$1.21M1.28%-1013F-HRTimeline
Keystone Financial Group, Inc.16,960$1.21M0.98%13F-HRTimeline
Coppell Advisory Solutions LLC16,857$1.21M0.17%-74813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO16,869$1.21M0.01%013F-HRTimelineGroup
Astoria Strategic Wealth, Inc.16,777$1.2M0.36%-1,83113F-HRTimeline
Proficio Capital Partners LLC16,726$1.19M0.1%013F-HR/ATimeline
Root Financial Partners, LLC16,676$1.19M0.15%-1,19913F-HRTimeline
Lifeworks Advisors, LLC16,673$1.19M0.22%-1,85413F-HRTimeline
Strategic Financial Concepts, LLC16,447$1.17M0.23%+19913F-HR/ATimeline
WALLER FINANCIAL PLANNING GROUP, INC16,282$1.16M0.29%+1,11613F-HRTimeline
FLOW TRADERS U.S. LLC16,150$1.15M0.05%new13F-HRTimeline
Leeward Financial Partners, LLC16,083$1.15M0.41%+5413F-HRTimeline
Insight Advisors, LLC/ PA15,815$1.13M0.19%-22113F-HRTimeline
Clark Capital Management Group, Inc.15,845$1.13M0.01%+6,78813F-HRTimeline
SUTTON PLACE INVESTORS LLC15,394$1.1M0.64%-2213F-HRTimeline
Thompson David Blair15,311$1.09M0.8%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP15,065$1.08M<0.01%+5,83813F-HRTimelineGroup
Red Mountain Financial, LLC14,910$1.07M1.15%+2,16713F-HRTimeline
Nikulski Financial, Inc.14,813$1.06M0.31%+36113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP14,588$1.04M<0.01%+2,01713F-HRTimelineGroup
Bernardo Wealth Planning LLC14,447$1.02M0.24%+2613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,300$1.02M0.01%-11,01413F-HRTimelineGroup
Continuum Advisory, LLC14,054$1M0.13%+3,56313F-HRTimeline
NorthRock Partners, LLC14,050$1M0.03%-8913F-HR/ATimeline
Cambridge Financial Group, LLC13,974$998K0.43%-11,77613F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT13,978$998K0.46%-5613F-HRTimeline
TLWM13,601$972K0.19%+5613F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…13,596$971K0.49%+2,20413F-HRTimelineGroup
Armbruster Capital Management, Inc.13,565$969K0.2%+1,32013F-HRTimeline
Prentice Wealth Management LLC13,335$953K0.28%013F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC12,825$916K0.16%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC12,752$911K0.03%-12,53413F-HRTimeline
WORLD EQUITY GROUP, INC.12,704$907K0.19%new13F-HRTimeline
PRIVATE TRUST CO NA12,703$907K0.09%-3,07113F-HRTimeline
NOVEM GROUP12,637$903K0.13%13F-HRTimeline
WEDBUSH SECURITIES INC12,576$898K0.03%-5813F-HRTimeline
GenTrust, LLC12,562$897K0.04%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources12,455$890K<0.01%+113F-HRTimelineGroup
NORTHEAST PLANNING ASSOCIATES, INC. / N…12,316$880K0.91%13F-HRTimeline
&PARTNERS12,044$869K0.01%+7,85313F-HRTimeline
Goldstein Advisors, LLC11,919$851K0.12%-30413F-HRTimeline
Vertex Planning Partners, LLC11,836$845K0.19%+93413F-HRTimeline
Sequent Planning LLC11,797$843K0.31%+67213F-HRTimeline
Darrow Company, Inc.11,715$837K0.49%+3,39313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,528$823K0.03%+5313F-HRTimelineGroup
Intrua Financial, LLC11,430$816K0.13%-13513F-HRTimeline
Bleakley Financial Group, LLC11,408$815K0.02%+17813F-HRTimeline
DAVENPORT & Co LLC11,390$814K<0.01%+2,94213F-HRTimeline
US FINANCIAL ADVISORS, LLC11,351$811K0.25%-29813F-HRTimeline
Colonial River Investments, LLC11,347$811K0.39%-19913F-HRTimeline
CoreCap Advisors, LLC11,331$809K0.04%-18113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,883$777K<0.01%+2,31213F-HRTimelineGroup
Ridgeline Wealth Planning, LLC10,879$777K0.74%13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP10,868$776K<0.01%new13F-HRTimelineGroup
MBE Wealth Management, LLC10,843$775K0.44%-6513F-HRTimeline
WNY Asset Management, LLC10,794$771K0.1%-94213F-HRTimeline
L & S Advisors Inc10,636$760K0.08%-24113F-HRTimeline
Koshinski Asset Management, Inc.10,559$754K0.07%-12213F-HRTimeline
GERMAN AMERICAN BANCORP, INC.10,525$752K0.08%013F-HRTimeline
Gibson Wealth Advisors LLC10,500$750K0.62%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC10,487$749K0.1%+7413F-HRTimeline
Texas Yale Capital Corp.10,446$746K0.03%013F-HRTimeline
Ridgeline Wealth, LLC10,419$744K0.61%13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC10,271$734K0.14%+2,25813F-HRTimeline
OLIO Financial Planning10,142$724K0.25%-1,57013F-HRTimeline
Manhattan West Asset Management, LLC10,088$721K0.19%-6913F-HRTimeline
Berger Financial Group, Inc10,073$720K0.05%-41513F-HRTimeline
CacheTech Inc.9,782$699K0.13%+4,50613F-HRTimeline
Patten Group, Inc.9,767$698K0.15%+44313F-HRTimeline
Wiser Wealth Management, Inc9,679$691K0.19%-26513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC9,446$675K0.02%-16913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT9,415$673K0.02%-92213F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…9,068$648K0.13%-30013F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,052$647K0.02%013F-HRTimeline
Crew Capital Management, Ltd8,979$641K0.53%+86713F-HRTimeline
HOWARD BAILEY SECURITIES, LLC8,895$635K0.24%+1,90813F-HRTimeline
VISTA INVESTMENT MANAGEMENT8,881$634K0.24%-9113F-HRTimeline
Belpointe Asset Management LLC9,156$631K0.04%-22513F-HRTimeline
SlateStone Wealth, LLC8,805$629K0.06%013F-HRTimeline
Robertson Stephens Wealth Management, L…8,730$624K0.02%013F-HRTimeline
Wellington Wealth Strategies, LLC.8,395$623K0.57%-17,29313F-HRTimeline
MONECO ADVISORS, LLC8,644$617K0.07%+2,91313F-HR/ATimeline
MOSELEY INVESTMENT MANAGEMENT INC8,569$612K0.24%-42713F-HRTimeline
Goodman Financial Corp8,521$609K0.13%-6213F-HRTimeline
Independent Wealth Network Inc.8,422$602K0.24%+15513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA8,403$600K<0.01%+1,19513F-HRTimelineGroup
CONGRESS ASSET MANAGEMENT CO8,383$599K<0.01%new13F-HRTimeline
CW Advisors, LLC8,383$599K0.01%new13F-HRTimeline
Arkadios Wealth Advisors8,211$587K0.03%+2313F-HRTimeline
JERICHO FINANCIAL, LLP8,189$585K0.42%13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC8,095$578K0.12%-1613F-HRTimelineGroup
Twelve Points Wealth Management LLC8,025$573K0.16%-87913F-HRTimeline
CHOREO, LLC7,999$573K0.01%-89213F-HRTimeline
COMERICA BANK8,009$572K<0.01%+1,09313F-HR/ATimeline
MGO ONE SEVEN LLC7,985$570K0.02%+88813F-HRTimeline
Destiny Wealth Partners, LLC7,984$570K0.09%013F-HRTimeline
Sanctuary Advisors, LLC7,514$555K<0.01%+83613F-HRTimeline
RFG Holdings, Inc.7,703$550K0.18%013F-HRTimeline
Barnes Wealth Management Group, Inc7,701$550K0.37%13F-HRTimeline
Paulson Wealth Management Inc.7,624$545K0.15%-413F-HRTimeline
CARDIFF PARK ADVISORS, LLC7,617$544K0.05%+2613F-HRTimeline
Wise Wealth Partners7,589$542K1.34%13F-HRTimeline
Legacy Wealth Management, LLC / MS7,407$529K0.21%+38013F-HRTimeline
Bluespring Wealth Management, LLC7,219$516K0.05%-69313F-HRTimeline