Skip to content
Disclosery

SPTM SPDR SERIES TRUST

Follow

SHS (fund)

729 managers (737 13F filers) reported a position in SPTM shares at 2025-12-31, 98,778,643 shares in all. 51 filers opened a position and 34 filers sold out during the quarter.

Managers
729
13F filers
737
New
51
Added
239
Reduced
258
Sold out
34
Shares held by filers
98,778,643

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MJP ASSOCIATES INC /ADV51,413$4.24M0.53%+2,11613F-HRTimeline
Praetorian Wealth Management, Inc.49,603$4.09M0.81%+13913F-HRTimeline
Investment Planning Advisors, Inc.48,346$3.99M1.16%+2,44913F-HRTimeline
Evercore Wealth Management, LLC48,082$3.97M0.06%+33,95413F-HRTimeline
Journey Advisory Group, LLC46,692$3.85M0.32%-4,03213F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding46,043$3.85M+6,822Timeline
BANK OF HAWAII46,529$3.84M0.19%-13213F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC45,897$3.79M0.54%13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT45,428$3.75M0.41%+75213F-HRTimeline
Vise Technologies, Inc.43,821$3.62M0.07%+20,12613F-HRTimeline
Compass Financial Group, Inc.43,005$3.55M1.57%-55113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…42,408$3.5M<0.01%-1,60613F-HR/ATimelineGroup
KWB Wealth40,768$3.36M0.32%-4,53013F-HRTimeline
Sequoia Financial Advisors, LLC40,660$3.35M0.02%-1,37813F-HRTimeline
Wealth Advisory Solutions, LLC40,598$3.35M0.78%+1,24713F-HRTimeline
CARDIFF PARK ADVISORS, LLC39,837$3.29M0.27%+11713F-HRTimeline
Tennessee Valley Asset Management Partn…39,417$3.25M0.42%+1,73413F-HRTimeline
OneDigital Investment Advisors LLC39,395$3.25M0.03%-1,24313F-HRTimeline
AE Wealth Management LLC38,980$3.22M0.02%-1,69113F-HRTimeline
Betterment LLC38,602$3.19M0.01%-73213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,902$3.13M<0.01%+20,65213F-HRTimelineGroup
LANE BROTHERS & CO INC37,242$3.07M2.22%13F-HRTimeline
Quent Capital, LLC37,117$3.06M0.22%+3,97713F-HRTimeline
Financial Sense Advisors, Inc.36,932$3.05M0.57%+1,54013F-HRTimeline
Claro Advisors Inc.35,127$2.9M0.39%+2,94013F-HRTimeline
Dogwood Wealth Management LLC34,298$2.83M1.25%-1,24013F-HRTimeline
Altus Wealth Group LLC33,832$2.79M1.12%-1,09813F-HRTimeline
Founders Financial Alliance, LLC33,503$2.76M0.52%-1,08113F-HRTimeline
MONECO ADVISORS, LLC33,475$2.76M0.22%+22,01513F-HRTimeline
Bawa N Mallick Trust33,400$2.76M1.02%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.33,348$2.75M0.91%+30813F-HRTimeline
Strategic Financial Planning, Inc.33,307$2.75M1.56%+313F-HRTimeline
EP Wealth Advisors, LLC33,218$2.74M0.01%13F-HRTimeline
Petersen Hastings Wealth Advisors Inc.33,140$2.73M0.26%13F-HRTimeline
PITCAIRN COgroup of 2 filers holding33,050$2.73M0Timeline
MidFirst Bank32,896$2.71M0.22%13F-HRTimeline
WCG Wealth Advisors LLC32,111$2.65M0.07%+61813F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …32,012$2.64M0.51%+1,39313F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding31,519$2.6M+6,657Timeline
SFMG, LLC31,434$2.59M0.17%013F-HRTimeline
Integrated Wealth Concepts LLC31,231$2.58M0.03%-15,70813F-HRTimeline
Legacy Advisory Services, LLC31,068$2.56M1.93%-12913F-HRTimeline
Westside Investment Management, Inc.30,675$2.53M0.4%+7013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP30,400$2.51M<0.01%-118,80013F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC30,290$2.5M0.55%-29513F-HRTimeline
Equita Financial Network, Inc.30,272$2.5M0.75%+213F-HRTimeline
Twelve Points Wealth Management LLC28,683$2.41M0.54%+5,08013F-HRTimeline
Modera Wealth Management, LLC29,231$2.41M0.03%-39013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV29,048$2.4M<0.01%-10,14313F-HRTimeline
Fingerlakes Wealth Management, Inc.28,200$2.33M1.48%-1,85013F-HRTimeline
Jacksonville Wealth Management, LLC27,559$2.27M1.61%-2,31213F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC27,267$2.25M0.35%-32513F-HRTimeline
Perigon Wealth Management, LLC27,076$2.23M0.04%+3,89013F-HRTimeline
Financial Engines Advisors L.L.C.26,879$2.22M<0.01%+1,38013F-HRTimeline
Destination Wealth Management26,830$2.21M0.06%013F-HRTimeline
Orca Investment Management, LLC26,755$2.21M1.74%-6013F-HRTimeline
Patriot Financial Group Insurance Agenc…26,552$2.19M0.26%-31113F-HRTimeline
Red Mountain Financial, LLC26,382$2.18M2.14%+6,29113F-HRTimeline
Sharper & Granite LLC26,054$2.15M0.76%-14513F-HRTimeline
Solano Wealth Investment Advisors LLC25,832$2.13M1.06%-12,20413F-HRTimeline
Advyzon Investment Management, LLC25,662$2.12M0.25%+3,95913F-HRTimeline
WealthPlan Investment Management, LLC25,319$2.09M0.13%-1,86813F-HRTimeline
Sanctuary Advisors, LLC25,078$2.07M0.01%-31313F-HRTimeline
Flagstone Financial Management25,023$2.06M0.53%-7713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC25,017$2.06M0.04%-39913F-HR/ATimeline
STEVENS CAPITAL PARTNERS25,004$2.06M0.54%-47013F-HRTimeline
Financial Enhancement Group LLC24,693$2.06M0.27%-4,28913F-HRTimeline
Janney Montgomery Scott LLC24,900$2.05M<0.01%+18,64413F-HRTimeline
Oakwell Private Wealth Management, LLC24,706$2.04M0.38%-6113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Advance Capital Management, Inc.24,699$2.04M0.09%+66213F-HRTimeline
&PARTNERS24,638$2.03M0.01%-15513F-HRTimeline
MATAURO, LLC24,607$2.03M0.31%+42913F-HRTimeline
Virtue Capital Management, LLC24,378$2.02M0.31%-13,34413F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,242$2M<0.01%-5,55913F-HRTimelineGroup
Chicago Partners Investment Group LLC23,790$1.99M0.05%+5713F-HRTimeline
Broderick Brian C23,375$1.93M0.36%-62513F-HRTimeline
LJI Wealth Management, LLC23,366$1.93M0.29%+1,46313F-HRTimeline
Bleakley Financial Group, LLC23,338$1.93M0.03%+9,55013F-HRTimeline
JFS WEALTH ADVISORS, LLC23,296$1.92M0.11%+1213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC23,152$1.91M0.06%+1013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP23,090$1.9M<0.01%013F-HRTimelineGroup
Seaside Wealth Management, Inc.22,805$1.88M0.54%-13613F-HRTimeline
Composition Wealth, LLC22,680$1.87M0.03%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC22,200$1.83M<0.01%-14,70013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC22,178$1.83M0.52%+1,24413F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC21,933$1.81M0.18%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,747$1.79M0.03%-33313F-HRTimelineGroup
Climber Capital SA21,575$1.78M1.16%13F-HRTimeline
Procyon Advisors, LLC21,547$1.78M0.09%+56513F-HRTimeline
Trilogy Capital Inc.21,475$1.77M0.08%-1013F-HRTimeline
SEMITAM BONAM LLC21,305$1.76M1.46%-1013F-HRTimeline
Decker Wealth Management LLC20,959$1.73M0.38%13F-HRTimeline
Root Financial Partners, LLC20,941$1.73M0.09%+59813F-HRTimeline
Sunburst Financial Group, LLC20,795$1.72M0.35%013F-HRTimeline
NOVEM GROUP20,758$1.71M0.2%+39213F-HRTimeline
DIVERSIFIED TRUST CO20,623$1.7M0.03%013F-HRTimeline
FMA Wealth Management, LLC20,201$1.67M1.08%-21513F-HRTimeline
Alta Wealth Advisors LLC20,085$1.66M0.55%+2913F-HRTimeline
Wrenne Financial Planning LLC20,055$1.65M0.67%-4,35513F-HRTimeline
Mosaic Advisors LLC19,863$1.64M3.16%013F-HRTimeline
Towercrest Capital Management19,817$1.63M0.26%-93813F-HRTimeline
PRIVATE TRUST CO NA19,670$1.62M0.14%-24,51013F-HRTimeline
Walsh & Associates, LLC19,538$1.61M1.59%13F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …18,972$1.57M0.85%new13F-HRTimeline
Strategic Blueprint, LLC18,965$1.56M0.09%-48313F-HRTimeline
Omnitrust Wealth Management, Inc18,851$1.56M1.98%13F-HRTimeline
Belpointe Asset Management LLC18,820$1.55M0.06%+2,06613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,792$1.55M<0.01%+5,19813F-HR/ATimelineGroup
Peterson Wealth Advisors, LLC18,772$1.55M0.21%-34,78913F-HRTimeline
McClarren Financial Advisors, Inc.4,628$1.54M0.92%-11,88013F-HRTimeline
Asset Dedication, LLC18,321$1.51M0.1%-64213F-HRTimeline
Merit Financial Group, LLC18,012$1.49M0.01%-12,58813F-HRTimeline
GeoWealth Management, LLC17,957$1.48M0.05%-2,44713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC17,946$1.48M0.07%+12,19813F-HRTimeline
Stewardship Advisors, LLC17,895$1.48M0.34%-1,02813F-HRTimeline
Telos Capital Management, Inc.17,858$1.47M0.14%-11213F-HRTimeline
Murphy & Mullick Capital Management Corp17,806$1.47M1.06%+1,25313F-HRTimeline
Galvin, Gaustad & Stein, LLC17,605$1.45M0.11%new13F-HRTimeline
Astoria Strategic Wealth, Inc.17,496$1.44M0.36%-8413F-HRTimeline
Glenview Trust Co17,293$1.43M0.02%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,124$1.41M0.03%-9,16713F-HRTimelineGroup
Armbruster Capital Management, Inc.16,963$1.4M0.23%+1,93613F-HRTimeline
Morling Financial Advisors, LLC16,877$1.39M0.44%-1,49913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO16,869$1.39M0.01%013F-HRTimelineGroup
NorthRock Partners, LLC16,791$1.39M0.02%+39913F-HRTimeline
Proficio Capital Partners LLC16,726$1.38M0.1%013F-HRTimeline
Blue Edge Capital, LLC16,686$1.38M0.18%+113F-HRTimeline
Insight Advisors, LLC/ PA16,568$1.37M0.21%-10213F-HRTimeline
Alliance Wealth Management Group16,551$1.37M0.3%-89313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC16,385$1.35M0.01%+11,37113F-HRTimeline
Emprise Bank16,340$1.35M0.56%-53013F-HRTimeline
SUTTON PLACE INVESTORS LLC16,324$1.35M0.74%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.16,308$1.35M<0.01%+15,30313F-HRTimelineGroup
Leeward Financial Partners, LLC16,280$1.34M0.38%+4713F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC16,150$1.33M0.6%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp15,993$1.32M0.06%-72213F-HRTimelineGroup
Comprehensive Money Management Services…15,916$1.31M0.91%-40513F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC15,529$1.28M0.28%-12813F-HRTimeline
CALTON & ASSOCIATES, INC.15,492$1.28M0.19%+52013F-HRTimeline
FIRST HORIZON CORP15,467$1.28M0.06%013F-HRTimeline
Clearstead Advisors, LLC15,316$1.26M0.02%+10,00113F-HRTimeline
Financial Plan, Inc.15,278$1.26M0.14%13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC14,886$1.23M0.97%13F-HRTimeline
Lifeworks Advisors, LLC14,851$1.23M0.16%-24013F-HRTimeline
Keystone Financial Group, Inc.14,831$1.22M0.64%+8113F-HRTimeline
L & S Advisors Inc14,820$1.22M0.11%+6113F-HRTimeline
Slagle Financial, LLC14,706$1.21M0.42%-1,38313F-HRTimeline
Sowell Financial Services LLC14,570$1.2M0.04%+2,98613F-HRTimeline
Bernardo Wealth Planning LLC14,465$1.19M0.23%-213F-HRTimeline
Paulson Wealth Management Inc.14,391$1.19M0.27%-77113F-HRTimeline
Lumbard & Kellner, LLC14,330$1.18M0.41%013F-HRTimeline
Friday Financial14,197$1.17M0.41%+113F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT14,072$1.16M0.36%+1113F-HRTimeline
Sequent Planning LLC13,976$1.15M0.29%+29213F-HRTimeline
TLWM13,952$1.15M0.21%+46913F-HRTimeline
Belleair Asset Management, LLC13,705$1.13M1.08%13F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC13,404$1.11M0.18%013F-HRTimeline
Continuum Advisory, LLC12,947$1.07M0.11%-23613F-HRTimeline
GenTrust, LLC12,562$1.04M0.04%013F-HRTimeline
Squire Investment Management Company, L…12,506$1.03M0.31%013F-HRTimeline
Legacy Capital Wealth Partners, LLC12,455$1.03M0.22%-65213F-HRTimeline
SCS Capital Management LLC12,358$1.02M0.01%+3613F-HRTimeline
Cambridge Financial Group, LLC13,974$998K0.35%+3413F-HRTimeline
U.S. Capital Wealth Advisors, LLC12,044$994K0.03%+1,11113F-HRTimeline
Ausdal Financial Partners, Inc.11,971$988K0.05%+53713F-HRTimeline
Prentice Wealth Management LLC11,946$986K0.23%-24213F-HRTimeline
Intrua Financial, LLC11,784$972K0.11%+2,05513F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…11,608$958K0.35%-49013F-HRTimelineGroup
Blake Schutter Theil Wealth Advisors, L…11,607$958K0.79%-4,23213F-HRTimeline
Goldstein Advisors, LLC11,386$939K0.11%-6513F-HRTimeline
Napier Financial, LLC11,376$939K0.23%13F-HRTimeline
DAVENPORT & Co LLC11,372$938K0.01%+27713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,329$935K<0.01%-67013F-HRTimelineGroup
Global Wealth Management Investment Adv…11,135$919K0.15%-5513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP11,033$910K<0.01%013F-HRTimelineGroup
Ridgeline Wealth Planning, LLC10,879$898K0.64%013F-HRTimeline
Dynamic Advisor Solutions LLC10,851$895K0.03%-4,26913F-HRTimeline
Krilogy Financial LLC10,398$874K0.03%-5713F-HRTimeline
GERMAN AMERICAN BANCORP, INC.10,525$868K0.07%013F-HRTimeline
Gibson Wealth Advisors LLC10,500$866K0.59%013F-HRTimeline
Texas Yale Capital Corp.10,446$862K0.03%013F-HRTimeline
Vertex Planning Partners, LLC10,319$851K0.2%-18213F-HRTimeline
TFB Advisors LLC10,304$850K0.24%+18713F-HRTimeline
Nikulski Financial, Inc.10,212$843K0.2%-1,72313F-HRTimeline
Coppell Advisory Solutions LLC10,128$842K0.08%+1,09813F-HRTimeline
WEDBUSH SECURITIES INC10,178$840K0.02%+1,71813F-HRTimeline
OLIO Financial Planning10,142$837K0.23%013F-HRTimeline
M Holdings Securities, Inc.10,079$832K0.06%new13F-HRTimeline
Darrow Company, Inc.9,937$820K0.37%+313F-HRTimeline
Koshinski Asset Management, Inc.9,897$817K0.05%+23413F-HRTimeline
Peirce Capital Management, LLC9,842$812K0.32%013F-HRTimeline
Clark Capital Management Group, Inc.9,787$807K<0.01%-4,13713F-HRTimeline
Indivisible Partners9,685$799K0.09%13F-HRTimeline
Independent Wealth Network Inc.9,599$792K0.24%+2813F-HRTimeline
Arkadios Wealth Advisors9,584$791K0.02%013F-HRTimeline
Amicus Financial Advisors, LLC9,582$791K0.22%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,564$789K<0.01%-14013F-HRTimelineGroup
Summit Trail Advisors, LLC9,466$781K0.01%+40713F-HRTimeline
Center For Asset Management LLC9,415$777K0.41%-86013F-HRTimeline
Cape Investment Advisory, Inc.9,302$767K0.24%+1,09913F-HRTimeline