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Disclosery

SPTM SPDR SERIES TRUST

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SHS (fund)

653 managers (662 13F filers) reported a position in SPTM shares at 2025-06-30, 88,143,820 shares in all. 58 filers opened a position and 33 filers sold out during the quarter.

Managers
653
13F filers
662
New
58
Added
230
Reduced
253
Sold out
33
Shares held by filers
88,143,820

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Investment Planning Advisors, Inc.41,241$3.09M1.09%-135,07813F-HRTimeline
Betterment LLC40,885$3.06M0.01%+84513F-HRTimeline
KCM INVESTMENT ADVISORS LLC40,698$3.05M0.1%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP39,576$2.95M<0.01%+11,47813F-HRTimelineGroup
GTS SECURITIES LLC38,727$2.9M0.13%new13F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding38,068$2.86M+16,138Timeline
SouthState Bank Corpin group SouthState Bank Corp37,153$2.78M0.12%+9,41513F-HRTimelineGroup
Tennessee Valley Asset Management Partn…36,138$2.71M0.69%+2,92013F-HRTimeline
Dogwood Wealth Management LLC35,886$2.7M1.32%-2,87213F-HRTimeline
Altus Wealth Group LLC35,357$2.65M1.17%-1,07613F-HRTimeline
Wealth Advisory Solutions, LLC35,272$2.64M0.67%+91013F-HRTimeline
Financial Sense Advisors, Inc.35,205$2.64M0.64%-63513F-HRTimeline
Founders Financial Alliance, LLC34,856$2.61M0.59%+64613F-HRTimeline
Strategic Financial Planning, Inc.33,433$2.5M1.56%-1813F-HRTimeline
Bawa N Mallick Trust33,400$2.5M1.03%013F-HRTimeline
PITCAIRN COin group PITCAIRN CO33,050$2.48M0.16%013F-HR/ATimelineGroup
Tyler-Stone Wealth Management32,741$2.45M0.39%+2,26713F-HRTimeline
Claro Advisors Inc.32,470$2.43M0.4%-55213F-HRTimeline
CARDIFF PARK ADVISORS, LLC31,723$2.38M0.21%+17313F-HRTimeline
WCG Wealth Advisors LLC31,619$2.37M0.15%+13,96513F-HRTimeline
SFMG, LLC31,434$2.35M0.18%-1,35113F-HRTimeline
Quent Capital, LLC31,050$2.33M0.22%-65213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,745$2.3M<0.01%-45,20113F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC30,618$2.29M0.55%-70913F-HRTimeline
Fingerlakes Wealth Management, Inc.30,612$2.29M1.71%-43613F-HRTimeline
Jacksonville Wealth Management, LLC30,545$2.29M1.84%-18,55313F-HRTimeline
Equita Financial Network, Inc.30,296$2.27M0.9%-11,66913F-HRTimeline
Westside Investment Management, Inc.30,260$2.27M0.42%+1,47613F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …30,240$2.26M0.44%13F-HRTimelineGroup
Financial Engines Advisors L.L.C.30,194$2.26M<0.01%new13F-HRTimeline
Financial Enhancement Group LLC29,557$2.24M0.32%-3,17513F-HRTimeline
Modera Wealth Management, LLC29,625$2.22M0.03%-28913F-HRTimeline
Legacy Advisory Services, LLC29,332$2.2M1.74%-3,18313F-HRTimeline
Orca Investment Management, LLC29,101$2.18M1.97%-7,55113F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC28,387$2.13M0.38%+1,51313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …28,059$2.1M0.15%+62213F-HRTimelineGroup
STEVENS CAPITAL PARTNERS27,133$2.08M0.75%+4,24913F-HRTimeline
Sanctuary Advisors, LLC27,543$2.06M0.01%+20,49313F-HRTimeline
Jackson, Grant Investment Advisers, Inc.27,463$2.06M0.76%+1,81613F-HRTimeline
Patriot Financial Group Insurance Agenc…27,441$2.06M0.24%-53013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC27,259$2.04M0.05%-9313F-HRTimeline
WealthPlan Investment Management, LLC26,962$2.02M0.15%+40913F-HRTimeline
LexAurum Advisors, LLC26,600$1.99M0.31%+75413F-HRTimeline
Destination Wealth Management26,460$1.98M0.06%new13F-HRTimeline
Merit Financial Group, LLC26,426$1.98M0.02%-41813F-HRTimeline
MATAURO, LLC26,203$1.96M0.37%-3,74013F-HRTimeline
NWF Advisory Services Inc.25,727$1.93M0.23%+10513F-HRTimeline
Flagstone Financial Management25,076$1.88M0.54%+20,53113F-HRTimeline
Beacon Pointe Advisors, LLC25,026$1.87M0.02%+20713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC24,981$1.87M0.01%+7,50813F-HRTimelineGroup
Oakwell Private Wealth Management, LLC24,974$1.87M0.43%-11613F-HRTimeline
Broderick Brian C24,900$1.86M0.37%-10013F-HRTimeline
Wrenne Financial Planning LLC24,820$1.86M0.87%-43413F-HRTimeline
Advance Capital Management, Inc.24,180$1.81M0.08%+2,78013F-HRTimeline
JFS WEALTH ADVISORS, LLC23,854$1.79M0.11%-9413F-HRTimeline
Chicago Partners Investment Group LLC23,111$1.78M0.05%+13813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV23,455$1.76M<0.01%-95313F-HRTimeline
Perigon Wealth Management, LLC23,238$1.74M0.04%-37813F-HRTimeline
Atria Wealth Solutions, Inc.23,194$1.74M0.04%-1,15813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC23,166$1.73M0.07%+1,54613F-HRTimeline
Seaside Wealth Management, Inc.23,021$1.72M0.55%-19913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP22,982$1.72M<0.01%+10,69513F-HRTimelineGroup
Trilogy Capital Inc.22,205$1.66M0.08%-5,96113F-HRTimeline
NorthRock Partners, LLC22,121$1.66M0.04%+8,31213F-HR/ATimeline
EP Wealth Advisors, LLC22,060$1.65M0.01%+8613F-HRTimeline
&PARTNERS22,043$1.65M0.01%+13,12513F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.21,911$1.64M0.3%-73513F-HRTimeline
Towercrest Capital Management21,770$1.63M0.29%+60513F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC21,672$1.62M0.55%+37013F-HRTimeline
Omnitrust Wealth Management, Inc17,754$1.61M1.9%13F-HRTimeline
GeoWealth Management, LLC21,496$1.61M0.06%-1,68213F-HRTimeline
Virtue Capital Management, LLC21,484$1.61M0.3%-4,19613F-HRTimeline
Climber Capital SA21,575$1.61M1.03%013F-HRTimeline
SEMITAM BONAM LLC21,419$1.6M1.51%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…21,376$1.6M0.04%+11,13613F-HRTimelineGroup
Sunburst Financial Group, LLC20,894$1.56M0.35%-4613F-HRTimeline
Sharper & Granite LLC20,609$1.55M0.59%+39813F-HRTimeline
DIVERSIFIED TRUST CO20,623$1.54M0.03%new13F-HRTimeline
Morling Financial Advisors, LLC20,534$1.54M0.5%-8013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC20,510$1.54M<0.01%+6,98013F-HRTimelineGroup
NOVEM GROUP20,446$1.53M0.19%+9,36013F-HRTimeline
LJI Wealth Management, LLC20,188$1.51M0.26%-6,24913F-HRTimeline
Alta Wealth Advisors LLC20,067$1.5M0.71%-5213F-HRTimeline
FMA Wealth Management, LLC20,049$1.5M1.11%-4313F-HRTimeline
FSA Wealth Management LLC19,734$1.48M0.58%-2213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC19,691$1.47M0.03%+1,76313F-HRTimelineGroup
Stewardship Advisors, LLC19,630$1.47M0.37%013F-HRTimeline
Strategic Blueprint, LLC19,556$1.46M0.07%-4213F-HRTimeline
McClarren Financial Advisors, Inc.19,450$1.46M0.95%+2,29613F-HRTimeline
Red Mountain Financial, LLC19,342$1.45M1.61%+59213F-HR/ATimeline
Better Money Decisions, LLC19,177$1.44M0.87%+62613F-HRTimeline
Telos Capital Management, Inc.19,064$1.43M0.15%-16113F-HRTimeline
Asset Dedication, LLC18,970$1.42M0.1%-24413F-HRTimeline
SENTINEL TRUST CO LBA18,957$1.42M0.15%-2,30613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,738$1.4M0.04%-1,50713F-HRTimelineGroup
Alliance Wealth Management Group18,702$1.4M0.36%+52813F-HRTimeline
Glenview Trust Co17,861$1.34M0.02%013F-HRTimeline
Priebe Wealth Holdings LLC17,655$1.32M1.14%-1,24513F-HRTimeline
Astoria Strategic Wealth, Inc.17,621$1.32M0.36%+49713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,287$1.29M<0.01%-40113F-HRTimelineGroup
Insight Advisors, LLC/ PA17,137$1.28M0.21%-29013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.16,965$1.27M<0.01%-5,43413F-HRTimelineGroup
Emprise Bank16,915$1.27M0.61%new13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…16,878$1.26M1.43%-10013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO16,869$1.26M0.01%013F-HRTimelineGroup
First Horizon Advisors, Inc.16,767$1.26M0.03%013F-HRTimeline
Proficio Capital Partners LLC16,726$1.25M0.08%013F-HRTimeline
Blue Edge Capital, LLC16,637$1.25M0.19%-2,16913F-HRTimeline
Comprehensive Money Management Services…16,436$1.23M0.93%-14513F-HRTimeline
SUTTON PLACE INVESTORS LLC16,334$1.22M0.74%+99813F-HRTimeline
Slagle Financial, LLC16,205$1.21M0.49%-49,17313F-HRTimeline
Leeward Financial Partners, LLC16,185$1.21M0.38%+5113F-HRTimeline
Root Financial Partners, LLC16,137$1.21M0.12%-62013F-HRTimeline
Bleakley Financial Group, LLC15,979$1.2M0.03%+2,06813F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC15,693$1.18M0.28%-1,18213F-HRTimeline
Lifeworks Advisors, LLC15,441$1.16M0.17%+5113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding15,370$1.15M-2,328Timeline
Paulson Wealth Management Inc.15,206$1.14M0.29%+3,35713F-HRTimeline
Bernardo Wealth Planning LLC15,112$1.13M0.25%+66413F-HRTimeline
Dynamic Advisor Solutions LLC15,080$1.13M0.03%+6,61313F-HRTimeline
Strategic Financial Concepts, LLC14,919$1.12M0.16%-1,92713F-HRTimeline
Armbruster Capital Management, Inc.14,791$1.11M0.2%+1,16313F-HRTimeline
Keystone Financial Group, Inc.14,549$1.11M0.7%-2,05013F-HRTimeline
Advyzon Investment Management, LLC14,360$1.08M0.24%-49313F-HRTimeline
PRIVATE TRUST CO NA14,314$1.07M0.1%-1,58913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC14,300$1.07M<0.01%+6,70013F-HRTimeline
Friday Financial14,196$1.06M0.54%new13F-HRTimeline
Clark Capital Management Group, Inc.14,062$1.05M0.01%-2,83213F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT13,956$1.05M0.37%-37013F-HRTimeline
Cambridge Financial Group, LLC13,940$1.04M0.39%-3413F-HRTimeline
L & S Advisors Inc13,572$1.02M0.1%+1,23313F-HRTimeline
Continuum Advisory, LLC13,538$1.01M0.12%-2913F-HRTimeline
TLWM13,488$1.01M0.19%-8413F-HRTimeline
Nikulski Financial, Inc.13,290$995K0.27%-1,35813F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC12,825$960K0.17%013F-HRTimeline
Sequent Planning LLC12,712$952K0.3%+713F-HRTimeline
GenTrust, LLC12,562$941K0.04%013F-HRTimeline
Squire Investment Management Company, L…12,509$937K0.35%+5,46113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources12,454$933K<0.01%-113F-HRTimelineGroup
Vise Technologies, Inc.12,330$923K0.04%13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…12,306$922K0.39%+2,37513F-HRTimelineGroup
SCS Capital Management LLC12,286$920K0.01%new13F-HRTimeline
Prentice Wealth Management LLC12,252$918K0.24%013F-HRTimeline
CALTON & ASSOCIATES, INC.11,995$898K0.16%new13F-HRTimeline
Goldstein Advisors, LLC11,809$884K0.12%-7713F-HRTimeline
WEDBUSH SECURITIES INC11,804$884K0.03%-12913F-HRTimeline
Vertex Planning Partners, LLC11,592$868K0.18%+45213F-HRTimeline
Legacy Capital Wealth Partners, LLC11,536$864K0.2%-8,02113F-HRTimeline
Koss-Olinger Consulting, LLC11,156$835K0.07%+1,44913F-HRTimeline
DAVENPORT & Co LLC11,095$831K<0.01%-29513F-HRTimeline
MBE Wealth Management, LLC11,023$826K0.36%+12213F-HRTimeline
Ridgeline Wealth Planning, LLC10,879$815K0.67%013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.10,525$788K0.08%013F-HRTimeline
Gibson Wealth Advisors LLC10,500$786K0.58%013F-HRTimeline
Texas Yale Capital Corp.10,446$782K0.03%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC10,381$777K0.15%-68413F-HRTimelineGroup
Intrua Financial, LLC10,376$777K0.11%-17513F-HRTimeline
WNY Asset Management, LLC10,269$769K0.08%-80913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,257$768K0.03%-77013F-HRTimelineGroup
M Holdings Securities, Inc.10,187$760K0.13%new13F-HRTimeline
Janney Montgomery Scott LLC10,148$760K<0.01%+5,81213F-HRTimeline
CacheTech Inc.10,146$760K0.14%+3513F-HRTimeline
OLIO Financial Planning10,142$760K0.24%013F-HRTimeline
MONECO ADVISORS, LLC10,093$756K0.07%+1,03113F-HRTimeline
Evercore Wealth Management, LLC10,067$754K0.01%+3,95613F-HRTimeline
Summit Trail Advisors, LLC9,968$747K0.01%+4,66713F-HRTimeline
Darrow Company, Inc.9,934$744K0.38%-1,00413F-HRTimeline
Coppell Advisory Solutions LLC9,970$743K0.09%-88013F-HR/ATimeline
Peirce Capital Management, LLC9,842$737K0.33%new13F-HRTimeline
AIFG Consultants Ltd.9,750$730K1.42%-38,56513F-HRTimeline
Belpointe Asset Management LLC9,674$725K0.03%-2,39513F-HRTimeline
Koshinski Asset Management, Inc.9,664$724K0.05%-92413F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,607$719K0.02%+55313F-HRTimeline
Arkadios Wealth Advisors9,584$718K0.02%-11813F-HRTimeline
Berger Financial Group, Inc9,513$712K0.05%-1813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,492$711K<0.01%+3,10013F-HRTimelineGroup
Sowell Financial Services LLC9,441$707K0.03%+1,01813F-HRTimeline
Crew Capital Management, Ltd9,432$706K0.51%+18513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP9,409$705K<0.01%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,397$704K<0.01%-1,08813F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT9,353$700K0.02%+2,38413F-HRTimeline
Murphy & Mullick Capital Management Corp9,120$697K0.57%+8,94513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,300$697K<0.01%+85413F-HRTimeline
Manhattan West Asset Management, LLC9,233$691K0.16%-48713F-HRTimeline
Echo Wealth Management, LLC9,189$688K0.42%+12113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC9,060$679K0.09%+1,17513F-HRTimeline
Burns Matteson Capital Management, LLC9,046$677K0.33%-1,17013F-HRTimeline
JERICHO FINANCIAL, LLP8,861$664K0.44%+14413F-HRTimeline
SlateStone Wealth, LLC8,805$659K0.06%013F-HRTimeline
Robertson Stephens Wealth Management, L…8,730$654K0.02%013F-HRTimeline
Stonebrook Private Inc.8,718$653K0.15%new13F-HRTimeline
CogentBlue Wealth Advisors, LLC8,666$649K0.5%new13F-HRTimeline
Barnes Wealth Management Group, Inc8,644$647K0.38%+1,01513F-HRTimeline
CoreCap Advisors, LLC8,534$639K0.03%-1,47013F-HRTimeline
Yeomans Consulting Group, Inc.8,495$637K0.26%new13F-HRTimeline
Independent Wealth Network Inc.8,475$635K0.23%+2613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,341$625K0.01%-2,78813F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA8,189$613K<0.01%013F-HRTimelineGroup
CHOREO, LLC7,971$597K0.01%+8213F-HRTimeline
Twelve Points Wealth Management LLC7,925$594K0.16%-10013F-HRTimeline