Skip to content
Disclosery

SPTM SPDR SERIES TRUST

Follow

SHS (fund)

665 managers (673 13F filers) reported a position in SPTM shares at 2025-09-30, 90,939,615 shares in all. 58 filers opened a position and 27 filers sold out during the quarter.

Managers
665
13F filers
673
New
58
Added
217
Reduced
274
Sold out
27
Shares held by filers
90,939,615

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
PRIVATE TRUST CO NA44,180$3.56M0.31%+29,86613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…44,014$3.55M<0.01%-28213F-HRTimelineGroup
Compass Financial Group, Inc.43,556$3.51M1.58%-36413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC43,260$3.49M<0.01%+43,18713F-HRTimelineGroup
KWB Wealth45,298$3.39M0.37%-7,91313F-HRTimeline
Sequoia Financial Advisors, LLC42,038$3.39M0.02%+11013F-HRTimeline
AE Wealth Management LLC40,671$3.28M0.02%-9,29113F-HRTimeline
OneDigital Investment Advisors LLC40,638$3.28M0.03%-2,23713F-HRTimeline
CARDIFF PARK ADVISORS, LLC39,720$3.2M0.25%+7,99713F-HRTimeline
Wealth Advisory Solutions, LLC39,351$3.17M0.77%+4,07913F-HRTimeline
Betterment LLC39,334$3.17M0.01%-1,55113F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding39,221$3.17M+1,153Timeline
MERCER GLOBAL ADVISORS INC /ADV39,191$3.16M0.01%+15,73613F-HRTimeline
Solano Wealth Investment Advisors LLC38,036$3.07M1.48%-5,46313F-HRTimeline
Tennessee Valley Asset Management Partn…37,683$3.04M0.41%+1,54513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC36,900$2.98M<0.01%+22,60013F-HRTimeline
Dogwood Wealth Management LLC35,538$2.87M1.3%-34813F-HRTimeline
Financial Sense Advisors, Inc.35,392$2.85M0.53%+18713F-HRTimeline
Altus Wealth Group LLC34,930$2.82M1.16%-42713F-HRTimeline
Founders Financial Alliance, LLC34,584$2.79M0.53%-27213F-HRTimeline
Bawa N Mallick Trust33,400$2.69M1.02%013F-HRTimeline
Strategic Financial Planning, Inc.33,304$2.69M1.56%-12913F-HRTimeline
Quent Capital, LLC33,140$2.67M0.22%+2,09013F-HRTimeline
PITCAIRN COin group PITCAIRN CO33,050$2.67M0.21%013F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.33,040$2.66M0.89%+5,57713F-HRTimeline
Claro Advisors Inc.32,187$2.6M0.38%-28313F-HRTimeline
WCG Wealth Advisors LLC31,493$2.54M0.16%-12613F-HRTimeline
SFMG, LLC31,434$2.54M0.18%013F-HRTimeline
Legacy Advisory Services, LLC31,197$2.52M1.9%+1,86513F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …30,619$2.47M0.49%13F-HRTimelineGroup
Westside Investment Management, Inc.30,605$2.47M0.39%+34513F-HRTimeline
Merit Financial Group, LLC30,600$2.47M0.02%+4,17413F-HR/ATimeline
Raab & Moskowitz Asset Management LLC30,585$2.47M0.55%-3313F-HRTimeline
Equita Financial Network, Inc.30,270$2.44M0.83%-2613F-HRTimeline
Fingerlakes Wealth Management, Inc.30,050$2.42M1.58%-56213F-HRTimeline
Jacksonville Wealth Management, LLC29,871$2.41M1.77%-67413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,801$2.4M<0.01%-94413F-HRTimelineGroup
Modera Wealth Management, LLC29,621$2.39M0.03%-413F-HRTimeline
Financial Enhancement Group LLC28,982$2.36M0.32%-57513F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC27,592$2.23M0.37%-79513F-HRTimeline
WealthPlan Investment Management, LLC27,187$2.19M0.15%+22513F-HRTimeline
Patriot Financial Group Insurance Agenc…26,863$2.17M0.28%-57813F-HRTimeline
Destination Wealth Management26,830$2.16M0.06%+37013F-HRTimeline
Orca Investment Management, LLC26,815$2.16M1.77%-2,28613F-HRTimeline
LexAurum Advisors, LLC26,723$2.16M0.31%+12313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,291$2.12M0.05%+7,55313F-HRTimelineGroup
Sharper & Granite LLC26,199$2.11M0.76%+5,59013F-HRTimeline
Financial Engines Advisors L.L.C.25,499$2.06M<0.01%-4,69513F-HRTimeline
STEVENS CAPITAL PARTNERS25,474$2.05M0.61%-1,65913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC25,416$2.05M0.04%-1,84313F-HRTimeline
Sanctuary Advisors, LLC25,391$2.05M0.01%-2,15213F-HR/ATimeline
Flagstone Financial Management25,100$2.02M0.53%+2413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding24,862$2.01M+9,492Timeline
FLOW TRADERS U.S. LLC24,784$2M0.08%new13F-HRTimeline
Oakwell Private Wealth Management, LLC24,767$2M0.4%-20713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
&PARTNERS24,793$1.99M0.01%+2,75013F-HRTimeline
Chicago Partners Investment Group LLC23,733$1.97M0.05%+62213F-HRTimeline
Wrenne Financial Planning LLC24,410$1.97M0.84%-41013F-HRTimeline
MATAURO, LLC24,178$1.95M0.31%-2,02513F-HRTimeline
Advance Capital Management, Inc.24,037$1.94M0.08%-14313F-HRTimeline
Broderick Brian C24,000$1.94M0.37%-90013F-HRTimeline
Vise Technologies, Inc.23,695$1.91M0.07%+11,36513F-HRTimeline
Twelve Points Wealth Management LLC23,603$1.9M0.47%+15,67813F-HRTimeline
JFS WEALTH ADVISORS, LLC23,284$1.88M0.11%-57013F-HRTimeline
GTS SECURITIES LLC23,259$1.88M0.07%-15,46813F-HRTimeline
Perigon Wealth Management, LLC23,186$1.87M0.04%-5213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC23,142$1.87M0.06%-2413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP23,090$1.86M<0.01%+10813F-HRTimelineGroup
Seaside Wealth Management, Inc.22,941$1.85M0.55%-8013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC22,080$1.78M0.03%+2,38913F-HRTimelineGroup
LJI Wealth Management, LLC21,903$1.77M0.31%+1,71513F-HRTimeline
Advyzon Investment Management, LLC21,703$1.75M0.3%+7,34313F-HRTimeline
Trilogy Capital Inc.21,485$1.73M0.08%-72013F-HRTimeline
SEMITAM BONAM LLC21,315$1.72M1.54%-10413F-HRTimeline
Procyon Advisors, LLC20,982$1.69M0.1%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC20,934$1.69M0.52%-73813F-HRTimeline
Sunburst Financial Group, LLC20,795$1.68M0.35%-9913F-HRTimeline
Towercrest Capital Management20,755$1.67M0.27%-1,01513F-HRTimeline
DIVERSIFIED TRUST CO20,623$1.66M0.03%013F-HRTimeline
FMA Wealth Management, LLC20,416$1.65M1.13%+36713F-HRTimeline
GeoWealth Management, LLC20,404$1.65M0.06%-1,09213F-HRTimeline
NOVEM GROUP20,366$1.64M0.2%-8013F-HRTimeline
Root Financial Partners, LLC20,343$1.64M0.1%+4,20613F-HRTimeline
Red Mountain Financial, LLC20,091$1.62M1.64%+74913F-HRTimeline
Alta Wealth Advisors LLC20,056$1.62M0.58%-1113F-HRTimeline
Mosaic Advisors LLC19,863$1.6M3.88%new13F-HRTimeline
FSA Wealth Management LLC19,511$1.57M0.58%-22313F-HRTimeline
Strategic Blueprint, LLC19,448$1.57M0.07%-10813F-HRTimeline
McClarren Financial Advisors, Inc.16,508$1.53M0.94%-2,94213F-HRTimeline
Asset Dedication, LLC18,963$1.53M0.1%-713F-HRTimeline
Stewardship Advisors, LLC18,923$1.53M0.36%-70713F-HRTimeline
Morling Financial Advisors, LLC18,376$1.48M0.49%-2,15813F-HRTimeline
Telos Capital Management, Inc.17,970$1.45M0.14%-1,09413F-HRTimeline
SENTINEL TRUST CO LBA17,748$1.43M0.15%-1,20913F-HRTimeline
Astoria Strategic Wealth, Inc.17,580$1.42M0.36%-4113F-HRTimeline
Alliance Wealth Management Group17,444$1.41M0.31%-1,25813F-HRTimeline
Glenview Trust Co17,293$1.39M0.02%-56813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,250$1.39M<0.01%-3713F-HRTimelineGroup
Emprise Bank16,870$1.36M0.59%-4513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO16,869$1.36M0.01%013F-HRTimelineGroup
VCI Wealth Management LLC16,804$1.36M0.41%new13F-HRTimeline
Belpointe Asset Management LLC16,754$1.35M0.05%+7,08013F-HRTimeline
Proficio Capital Partners LLC16,726$1.35M0.09%013F-HR/ATimeline
SouthState Bank Corpin group SouthState Bank Corp16,715$1.35M0.06%-20,43813F-HRTimelineGroup
Blue Edge Capital, LLC16,685$1.35M0.19%+4813F-HRTimeline
Insight Advisors, LLC/ PA16,670$1.34M0.21%-46713F-HRTimeline
Murphy & Mullick Capital Management Corp16,553$1.34M0.99%+7,43313F-HRTimeline
NorthRock Partners, LLC16,392$1.32M0.02%-5,72913F-HRTimeline
SUTTON PLACE INVESTORS LLC16,324$1.32M0.75%-1013F-HRTimeline
Comprehensive Money Management Services…16,321$1.32M0.93%-11513F-HRTimeline
Leeward Financial Partners, LLC16,233$1.31M0.37%+4813F-HRTimeline
Slagle Financial, LLC16,089$1.3M0.48%-11613F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…15,839$1.28M1.26%-1,03913F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC15,657$1.26M0.29%-3613F-HRTimeline
FIRST HORIZON CORP15,467$1.25M0.06%13F-HRTimeline
Paulson Wealth Management Inc.15,162$1.22M0.29%-4413F-HRTimeline
Dynamic Advisor Solutions LLC15,120$1.22M0.04%+4013F-HRTimeline
Lifeworks Advisors, LLC15,091$1.22M0.16%-35013F-HRTimeline
Armbruster Capital Management, Inc.15,027$1.21M0.21%+23613F-HRTimeline
CALTON & ASSOCIATES, INC.14,972$1.21M0.18%+2,97713F-HRTimeline
L & S Advisors Inc14,759$1.19M0.11%+1,18713F-HRTimeline
Keystone Financial Group, Inc.14,750$1.19M0.67%+20113F-HRTimeline
Bernardo Wealth Planning LLC14,467$1.17M0.23%-64513F-HRTimeline
Lumbard & Kellner, LLC14,330$1.16M0.43%+11,34213F-HRTimeline
Friday Financial14,196$1.14M0.48%013F-HRTimeline
Evercore Wealth Management, LLC14,128$1.14M0.02%+4,06113F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT14,061$1.13M0.36%+10513F-HRTimeline
Cambridge Financial Group, LLC13,940$1.12M0.36%013F-HRTimeline
Clark Capital Management Group, Inc.13,924$1.12M0.01%-13813F-HRTimeline
Bleakley Financial Group, LLC13,788$1.11M0.03%-2,19113F-HRTimeline
Sequent Planning LLC13,684$1.1M0.31%+97213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,594$1.1M<0.01%new13F-HRTimelineGroup
TLWM13,483$1.09M0.2%-513F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC13,404$1.08M0.18%+57913F-HRTimeline
Quantinno Capital Management LP13,243$1.07M<0.01%+8,13213F-HRTimeline
GREENLEAF TRUST13,192$1.06M0.01%-37,27313F-HRTimeline
Continuum Advisory, LLC13,183$1.06M0.11%-35513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,134$1.06M0.03%-8,24213F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC13,107$1.06M0.23%+1,57113F-HRTimeline
GenTrust, LLC12,562$1.01M0.05%013F-HRTimeline
Squire Investment Management Company, L…12,506$1.01M0.33%-313F-HRTimeline
SCS Capital Management LLC12,322$994K0.01%+3613F-HRTimeline
Prentice Wealth Management LLC12,188$983K0.24%-6413F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…12,098$976K0.36%-20813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,999$968K<0.01%+4,29013F-HRTimelineGroup
Nikulski Financial, Inc.11,935$963K0.24%-1,35513F-HRTimeline
Sowell Financial Services LLC11,584$934K0.04%+2,14313F-HRTimeline
MONECO ADVISORS, LLC11,460$924K0.08%+1,36713F-HRTimeline
Goldstein Advisors, LLC11,451$924K0.11%-35813F-HRTimeline
Ausdal Financial Partners, Inc.11,434$922K0.04%+6,12613F-HRTimeline
Global Wealth Management Investment Adv…11,190$902K0.15%+7,77913F-HRTimeline
DAVENPORT & Co LLC11,095$895K<0.01%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP11,033$890K<0.01%+1,62413F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC10,933$882K0.02%+1,32613F-HRTimeline
Ridgeline Wealth Planning, LLC10,879$877K0.66%013F-HRTimeline
Krilogy Financial LLC10,455$856K0.03%new13F-HRTimeline
GERMAN AMERICAN BANCORP, INC.10,525$849K0.07%013F-HRTimeline
Vertex Planning Partners, LLC10,501$847K0.16%-1,09113F-HRTimeline
Gibson Wealth Advisors LLC10,500$847K0.6%013F-HRTimeline
Texas Yale Capital Corp.10,446$842K0.03%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC10,381$837K0.15%013F-HRTimelineGroup
Koss-Olinger Consulting, LLC11,156$835K0.07%013F-HRTimeline
Center For Asset Management LLC10,275$829K0.44%new13F-HRTimeline
OLIO Financial Planning10,142$818K0.24%013F-HRTimeline
TFB Advisors LLC10,117$811K0.24%new13F-HRTimeline
Darrow Company, Inc.9,934$803K0.37%013F-HRTimeline
WNY Asset Management, LLC9,917$800K0.08%-35213F-HRTimeline
Peirce Capital Management, LLC9,842$794K0.33%013F-HRTimeline
Intrua Financial, LLC9,729$785K0.09%-64713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,722$784K0.01%+1,38113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,704$783K<0.01%+21213F-HRTimelineGroup
Koshinski Asset Management, Inc.9,663$779K0.05%-113F-HRTimeline
Arkadios Wealth Advisors9,584$773K0.02%013F-HRTimeline
CacheTech Inc.9,573$772K0.16%-57313F-HRTimeline
Independent Wealth Network Inc.9,571$772K0.25%+1,09613F-HRTimeline
MBE Wealth Management, LLC9,525$768K0.33%-1,49813F-HRTimeline
Capital Investment Advisors, LLC9,311$751K0.01%+4,68713F-HRTimeline
Manhattan West Asset Management, LLC9,178$740K0.16%-5513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC9,142$737K0.09%+8213F-HRTimeline
JERICHO FINANCIAL, LLP9,108$735K0.45%+24713F-HRTimeline
Summit Trail Advisors, LLC9,059$731K0.01%-90913F-HRTimeline
Coppell Advisory Solutions LLC9,030$725K0.08%-94013F-HRTimeline
Burns Matteson Capital Management, LLC8,944$721K0.3%-10213F-HRTimeline
Echo Wealth Management, LLC8,860$715K0.42%-32913F-HRTimeline
SlateStone Wealth, LLC8,805$710K0.06%013F-HRTimeline
Foundations Investment Advisors, LLC8,795$709K0.01%+2,25713F-HRTimeline
CoreCap Advisors, LLC8,737$705K0.03%+20313F-HRTimeline
Berger Financial Group, Inc8,736$705K0.04%-77713F-HRTimeline
Stonebrook Private Inc.8,715$703K0.15%-313F-HRTimeline
CogentBlue Wealth Advisors, LLC8,666$699K0.48%013F-HRTimeline
Barnes Wealth Management Group, Inc8,610$694K0.38%-3413F-HRTimeline
WEDBUSH SECURITIES INC8,460$682K0.02%-3,34413F-HRTimeline
Cape Investment Advisory, Inc.8,203$662K0.65%+1,93513F-HRTimeline
AIFG Consultants Ltd.8,166$659K1.16%-1,58413F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA7,967$643K<0.01%-22213F-HRTimelineGroup
Destiny Wealth Partners, LLC7,787$628K0.08%-4613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,761$626K<0.01%-1,63613F-HRTimelineGroup
RFG Holdings, Inc.7,703$621K0.16%013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC7,679$619K0.19%+12513F-HRTimeline
GSG Advisors LLC7,651$619K0.16%+2213F-HRTimeline