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Disclosery

SPTM SPDR SERIES TRUST

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SHS (fund)

631 managers (638 13F filers) reported a position in SPTM shares at 2025-03-31, 84,852,923 shares in all. 42 filers opened a position and 33 filers sold out during the quarter.

Managers
631
13F filers
638
New
42
Added
223
Reduced
259
Sold out
33
Shares held by filers
84,852,923

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Dogwood Wealth Management LLC38,758$2.64M1.39%-6,78713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC36,825$2.5M<0.01%new13F-HRTimelineGroup
Orca Investment Management, LLC36,652$2.49M2.49%-8213F-HRTimeline
BANK OF HAWAII36,463$2.48M0.14%-30513F-HRTimeline
Altus Wealth Group LLC36,433$2.48M1.16%-1,35113F-HRTimeline
Financial Sense Advisors, Inc.35,840$2.44M0.7%+3,79313F-HRTimeline
Wealth Advisory Solutions, LLC34,362$2.34M0.62%+2,76313F-HRTimeline
Founders Financial Alliance, LLC34,210$2.33M0.56%+5,77113F-HRTimeline
Strategic Financial Planning, Inc.33,451$2.27M1.57%+413F-HRTimeline
Bawa N Mallick Trust33,400$2.27M1.08%013F-HRTimeline
Tennessee Valley Asset Management Partn…33,218$2.26M0.37%+2,66113F-HRTimeline
PITCAIRN COin group PITCAIRN CO33,050$2.25M0.14%-7,84513F-HRTimelineGroup
Claro Advisors Inc.33,022$2.25M0.3%+5,53313F-HRTimeline
SFMG, LLC32,785$2.23M0.18%-4,42413F-HRTimeline
Legacy Advisory Services, LLC32,515$2.21M1.87%+1,33113F-HRTimeline
NewEdge Advisors, LLC32,114$2.18M0.01%-6,34513F-HRTimeline
Quent Capital, LLC31,702$2.16M0.23%+80813F-HRTimeline
Bridgewealth Advisory Group, LLC31,571$2.15M2.82%-194,72613F-HRTimeline
CARDIFF PARK ADVISORS, LLC31,550$2.15M0.21%+23,93313F-HRTimeline
Raab & Moskowitz Asset Management LLC31,327$2.13M0.54%-27313F-HRTimeline
Fingerlakes Wealth Management, Inc.31,048$2.11M1.8%-97613F-HRTimeline
Financial Enhancement Group LLC32,732$2.1M0.33%-64413F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …30,717$2.09M0.46%13F-HRTimelineGroup
Wade Financial Advisory, Inc30,634$2.08M0.71%+313F-HRTimeline
Tyler-Stone Wealth Management30,474$2.07M0.37%+2,27013F-HRTimeline
MATAURO, LLC29,943$2.04M0.41%-13713F-HRTimeline
Modera Wealth Management, LLC29,914$2.03M0.03%-1,63813F-HRTimeline
Westside Investment Management, Inc.28,784$1.96M0.42%+113F-HRTimeline
Trilogy Capital Inc.28,166$1.92M0.1%-98,64513F-HRTimeline
Patriot Financial Group Insurance Agenc…27,971$1.9M0.26%-57713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP28,098$1.9M<0.01%+13,03313F-HR/ATimelineGroup
SouthState Bank Corpin group SouthState Bank Corp27,738$1.89M0.09%new13F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …27,437$1.87M0.12%+66213F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC27,352$1.86M0.05%+5,77613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC26,874$1.83M0.36%+1,56113F-HRTimeline
Merit Financial Group, LLC26,844$1.83M0.03%+4,88913F-HRTimeline
WealthPlan Investment Management, LLC26,553$1.81M0.18%-3,95113F-HRTimeline
LJI Wealth Management, LLC26,437$1.8M0.36%+3,52413F-HRTimeline
Cahill Wealth Management, LLC26,335$1.79M0.91%-23013F-HRTimeline
LexAurum Advisors, LLC25,846$1.76M0.34%+40713F-HRTimeline
Virtue Capital Management, LLC25,680$1.75M0.2%+7,06813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.25,647$1.74M0.68%+5,30813F-HRTimeline
NWF Advisory Services Inc.25,622$1.74M0.24%013F-HRTimeline
Wrenne Financial Planning LLC25,254$1.72M0.91%-7013F-HRTimeline
Oakwell Private Wealth Management, LLC25,090$1.71M0.47%-2,04313F-HRTimeline
Broderick Brian C25,000$1.7M0.35%-2,40013F-HRTimeline
Beacon Pointe Advisors, LLC24,819$1.69M0.02%-99113F-HRTimeline
Sigma Planning Corp24,542$1.67M0.05%-48513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV24,408$1.66M<0.01%-4,74113F-HRTimeline
Atria Wealth Solutions, Inc.24,352$1.66M0.02%-9,98313F-HRTimeline
JFS WEALTH ADVISORS, LLC23,948$1.63M0.11%-78013F-HRTimeline
Perigon Wealth Management, LLC23,616$1.61M0.04%-60713F-HRTimeline
Seaside Wealth Management, Inc.23,220$1.58M0.56%-313F-HRTimeline
GeoWealth Management, LLC23,178$1.58M0.06%-66813F-HRTimeline
Chicago Partners Investment Group LLC22,973$1.57M0.05%+16713F-HRTimeline
STEVENS CAPITAL PARTNERS22,884$1.56M0.73%+1,29113F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.22,646$1.54M0.32%+1,93113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.22,399$1.52M<0.01%+80813F-HRTimelineGroup
L.M. KOHN & COMPANY22,148$1.51M0.39%+3,95613F-HRTimeline
EP Wealth Advisors, LLC21,974$1.49M0.01%-713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC21,620$1.47M0.06%new13F-HR/ATimeline
Advance Capital Management, Inc.21,400$1.46M0.07%+5313F-HRTimeline
FMA Wealth Management, LLC20,092$1.45M1.12%-89713F-HRTimeline
SENTINEL TRUST CO LBA21,263$1.45M0.17%-19,67413F-HRTimeline
Towercrest Capital Management21,165$1.44M0.27%-77813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC21,302$1.43M0.56%+43213F-HRTimeline
Sunburst Financial Group, LLC20,940$1.42M0.35%-3313F-HRTimeline
Morling Financial Advisors, LLC20,614$1.4M0.48%-26913F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC21,930$1.4M0.14%-2,48613F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,245$1.38M0.04%+2,36813F-HRTimelineGroup
Sharper & Granite LLC20,211$1.37M0.57%-10313F-HRTimeline
Alta Wealth Advisors LLC20,119$1.37M0.63%+5413F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC19,863$1.35M0.01%013F-HRTimelineGroup
Private Wealth Group, LLC19,797$1.35M0.79%-57213F-HRTimeline
FSA Wealth Management LLC19,756$1.34M0.57%-88913F-HRTimeline
Stewardship Advisors, LLC19,630$1.34M0.36%013F-HRTimeline
McClarren Financial Advisors, Inc.17,154$1.33M0.88%-2,41513F-HRTimeline
Strategic Blueprint, LLC19,598$1.33M0.07%-12513F-HRTimeline
Legacy Capital Wealth Partners, LLC19,557$1.33M0.33%-12913F-HRTimeline
Telos Capital Management, Inc.19,225$1.31M0.14%-4713F-HRTimeline
Asset Dedication, LLC19,214$1.31M0.11%013F-HRTimeline
Priebe Wealth Holdings LLC18,900$1.29M0.8%-6,80513F-HRTimeline
Blue Edge Capital, LLC18,806$1.28M0.21%+89013F-HRTimeline
Red Mountain Financial, LLC18,750$1.28M1.55%+3,84013F-HRTimeline
Better Money Decisions, LLC18,551$1.26M0.84%-68813F-HRTimeline
Climber Capital SA21,575$1.24M0.98%-6,20013F-HRTimeline
Alliance Wealth Management Group18,174$1.24M0.33%-73813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,928$1.22M0.03%+3613F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding17,698$1.22M+269Timeline
Glenview Trust Co17,861$1.21M0.02%013F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,688$1.2M<0.01%-47513F-HRTimelineGroup
WCG Wealth Advisors LLC17,654$1.2M0.09%-1813F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC17,473$1.19M0.01%+5713F-HRTimelineGroup
Insight Advisors, LLC/ PA17,427$1.19M0.21%+1,61213F-HRTimeline
Astoria Strategic Wealth, Inc.17,124$1.16M0.34%+34713F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…16,978$1.15M1.31%013F-HRTimeline
Clark Capital Management Group, Inc.16,894$1.15M0.01%+1,04913F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC16,875$1.15M0.32%+59313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO16,869$1.15M0.01%013F-HRTimelineGroup
Strategic Financial Concepts, LLC16,846$1.15M0.21%+39913F-HRTimeline
First Horizon Advisors, Inc.16,767$1.14M0.03%-67913F-HRTimeline
Root Financial Partners, LLC16,757$1.14M0.12%+8113F-HRTimeline
Proficio Capital Partners LLC16,726$1.14M0.09%013F-HRTimeline
Comprehensive Money Management Services…16,581$1.13M0.91%-76113F-HRTimeline
Keystone Financial Group, Inc.16,599$1.13M0.79%-36113F-HRTimeline
Leeward Financial Partners, LLC16,134$1.1M0.41%+5113F-HRTimeline
PRIVATE TRUST CO NA15,903$1.08M0.11%+3,20013F-HRTimeline
Lifeworks Advisors, LLC15,390$1.05M0.17%-1,28313F-HRTimeline
SUTTON PLACE INVESTORS LLC15,336$1.04M0.7%-5813F-HRTimeline
Advyzon Investment Management, LLC14,853$1.01M0.36%+8,92013F-HRTimeline
Nikulski Financial, Inc.14,648$996K0.3%-16513F-HRTimeline
Bernardo Wealth Planning LLC14,448$983K0.24%+113F-HR/ATimeline
PENOBSCOT WEALTH MANAGEMENT14,326$974K0.41%+34813F-HRTimeline
Cambridge Financial Group, LLC13,974$950K0.4%013F-HRTimeline
Clearstead Advisors, LLC13,929$947K0.01%+12,38413F-HRTimeline
Bleakley Financial Group, LLC13,911$946K0.03%+2,50313F-HRTimeline
NorthRock Partners, LLC13,809$939K0.03%-24113F-HRTimeline
Armbruster Capital Management, Inc.13,628$927K0.18%+6313F-HRTimeline
Advisor Resource Council13,584$924K0.07%new13F-HRTimeline
TLWM13,572$923K0.18%-2913F-HRTimeline
Continuum Advisory, LLC13,567$923K0.12%-48713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13,530$920K<0.01%-13,51013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC13,488$917K0.01%+6,94313F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC12,825$872K0.17%013F-HRTimeline
Sequent Planning LLC12,705$864K0.31%+90813F-HRTimeline
GenTrust, LLC12,562$854K0.04%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources12,455$847K<0.01%013F-HRTimelineGroup
L & S Advisors Inc12,339$839K0.1%+1,70313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP12,287$836K<0.01%+1,41913F-HRTimelineGroup
Prentice Wealth Management LLC12,252$833K0.24%-1,08313F-HRTimeline
Belpointe Asset Management LLC12,069$821K0.04%+2,91313F-HRTimeline
WEDBUSH SECURITIES INC11,933$812K0.03%-64313F-HRTimeline
Goldstein Advisors, LLC11,886$808K0.12%-3313F-HRTimeline
Paulson Wealth Management Inc.11,849$806K0.23%+4,22513F-HRTimeline
US FINANCIAL ADVISORS, LLC11,645$792K0.23%+29413F-HRTimeline
DAVENPORT & Co LLC11,390$775K<0.01%013F-HRTimeline
Vertex Planning Partners, LLC11,140$758K0.17%-69613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,129$757K0.01%-3,17113F-HRTimelineGroup
NOVEM GROUP11,086$754K0.11%-1,55113F-HRTimeline
WNY Asset Management, LLC11,078$753K0.09%+28413F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC11,065$753K0.16%+2,97013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11,027$750K0.04%+10,35813F-HRTimelineGroup
Darrow Company, Inc.10,938$744K0.41%-77713F-HRTimeline
MBE Wealth Management, LLC10,901$741K0.35%+5813F-HRTimeline
Ridgeline Wealth Planning, LLC10,879$740K0.73%013F-HRTimeline
Coppell Advisory Solutions LLC10,850$730K0.1%-6,00713F-HRTimeline
Koshinski Asset Management, Inc.10,588$720K0.06%+2913F-HRTimeline
Intrua Financial, LLC10,551$718K0.11%-87913F-HRTimeline
GERMAN AMERICAN BANCORP, INC.10,525$716K0.08%013F-HRTimeline
Gibson Wealth Advisors LLC10,500$714K0.57%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,485$713K<0.01%-39813F-HRTimelineGroup
Texas Yale Capital Corp.10,446$710K0.03%013F-HRTimeline
Ridgeline Wealth, LLC10,419$709K0.6%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,240$696K0.02%+10,11613F-HRTimelineGroup
Burns Matteson Capital Management, LLC10,216$695K0.37%new13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC10,208$694K0.12%-6313F-HRTimeline
OLIO Financial Planning10,142$690K0.24%013F-HRTimeline
CoreCap Advisors, LLC10,004$680K0.03%-1,32713F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…9,931$675K0.34%-3,66513F-HRTimelineGroup
Manhattan West Asset Management, LLC9,720$661K0.17%-36813F-HRTimeline
Koss-Olinger Consulting, LLC9,707$660K0.06%new13F-HRTimeline
Arkadios Wealth Advisors9,702$660K0.02%+1,49113F-HRTimeline
Berger Financial Group, Inc9,531$648K0.05%-54213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP9,409$640K<0.01%-5,17913F-HRTimelineGroup
Crew Capital Management, Ltd9,247$629K0.51%+26813F-HRTimeline
Echo Wealth Management, LLC9,068$617K0.42%-8,68213F-HRTimeline
MONECO ADVISORS, LLC9,062$616K0.06%+41813F-HR/ATimeline
U.S. Capital Wealth Advisors, LLC9,054$616K0.02%+213F-HRTimeline
VISTA INVESTMENT MANAGEMENT9,010$613K0.24%+12913F-HRTimeline
&PARTNERS8,918$603K0.01%-3,12613F-HRTimeline
SlateStone Wealth, LLC8,805$599K0.06%013F-HRTimeline
Colonial River Investments, LLC8,772$597K0.33%-2,57513F-HRTimeline
Robertson Stephens Wealth Management, L…8,730$594K0.02%013F-HRTimeline
JERICHO FINANCIAL, LLP8,717$593K0.43%+52813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC8,548$581K0.02%-4,20413F-HRTimeline
Dynamic Advisor Solutions LLC8,467$576K0.02%new13F-HRTimeline
Independent Wealth Network Inc.8,449$575K0.23%+2713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,446$574K<0.01%+1,39713F-HRTimeline
Sowell Financial Services LLC8,423$573K0.03%new13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA8,189$557K<0.01%-21413F-HRTimelineGroup
Wiser Wealth Management, Inc8,037$547K0.15%-1,64213F-HRTimeline
Twelve Points Wealth Management LLC8,025$546K0.15%013F-HRTimeline
Destiny Wealth Partners, LLC7,943$540K0.09%-4113F-HRTimeline
COMERICA BANK7,906$538K<0.01%-10313F-HRTimeline
CHOREO, LLC7,889$537K0.01%-11013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC7,885$536K0.07%-2,60213F-HRTimeline
RFG Holdings, Inc.7,703$524K0.17%013F-HRTimeline
Barnes Wealth Management Group, Inc7,629$519K0.33%-7213F-HRTimeline
HRT FINANCIAL LP7,623$518K<0.01%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC7,600$517K<0.01%-24,50013F-HRTimeline
Wise Wealth Partners7,590$516K1.23%+113F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC7,514$511K0.2%-1,05513F-HRTimeline
Legacy Wealth Management, LLC / MS7,412$504K0.16%+513F-HRTimeline
Patten Group, Inc.7,338$499K0.11%-2,42913F-HRTimeline
HOWARD BAILEY SECURITIES, LLC7,241$492K0.16%-1,65413F-HR/ATimeline
Rockwood Wealth Management, LLC7,226$491K0.05%+1,46313F-HRTimeline
Badgley Phelps Wealth Managers, LLC7,110$484K0.01%+1013F-HRTimeline
Sanctuary Advisors, LLC7,050$479K<0.01%-46413F-HRTimeline
Crumly & Associates Inc.7,048$479K0.13%013F-HRTimeline
Squire Investment Management Company, L…7,048$479K0.2%013F-HRTimeline