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Disclosery

SPTM SPDR SERIES TRUST

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SHS (fund)

741 managers (750 13F filers) reported a position in SPTM shares at 2026-03-31, 100,566,995 shares in all. 54 filers opened a position and 40 filers sold out during the quarter.

Managers
741
13F filers
750
New
54
Added
276
Reduced
256
Sold out
40
Shares held by filers
100,566,995

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Arkadios Wealth Advisors51,684$4.09M0.07%+42,10013F-HRTimeline
OneDigital Investment Advisors LLC51,487$4.07M0.04%+12,09213F-HRTimeline
Fullerton Advisors, LLC51,280$4.05M4.2%-9,47113F-HRTimeline
Perennial Investment Advisors, LLC51,155$4.04M0.32%-3,28413F-HRTimeline
DAGCO, INC.49,549$3.92M0.85%-7,92813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC49,490$3.91M0.28%-2,60713F-HRTimelineGroup
Praetorian Wealth Management, Inc.47,424$3.9M0.74%-2,17913F-HRTimeline
MJP ASSOCIATES INC /ADV49,122$3.88M0.47%-2,29113F-HRTimeline
Investment Planning Advisors, Inc.49,062$3.88M1.07%+71613F-HRTimeline
CARDIFF PARK ADVISORS, LLC47,346$3.74M0.3%+7,50913F-HRTimeline
Financial Solutions Advisory Group, Inc.46,876$3.71M0.51%13F-HRTimeline
BANK OF HAWAII46,044$3.64M0.19%-48513F-HRTimeline
Vise Technologies, Inc.43,821$3.62M0.07%013F-HRTimeline
Tennessee Valley Asset Management Partn…45,586$3.6M0.48%+6,16913F-HRTimeline
Aptus Capital Advisors, LLC44,753$3.54M0.03%-8,44613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding44,287$3.5M+12,768Timeline
Wealth Advisory Solutions, LLC44,277$3.5M0.78%+3,67913F-HRTimeline
Compass Financial Group, Inc.42,911$3.39M1.53%-9413F-HRTimeline
Betterment LLC42,608$3.37M0.01%+4,00613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…42,502$3.36M<0.01%+9413F-HRTimelineGroup
KWB Wealth40,687$3.36M0.33%-8113F-HRTimeline
Sequoia Financial Advisors, LLC40,674$3.22M0.02%+1413F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC39,712$3.16M0.12%+22,25613F-HRTimelineGroup
AE Wealth Management LLC39,599$3.13M0.02%+61913F-HRTimeline
Quent Capital, LLC39,135$3.09M0.22%+2,01813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,980$3M<0.01%+7813F-HRTimelineGroup
Claro Advisors Inc.37,465$2.96M0.36%+2,33813F-HRTimeline
TUDOR INVESTMENT CORP ET AL35,602$2.81M0.02%-25,88113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.34,887$2.76M0.92%+1,53913F-HRTimeline
Twelve Points Wealth Management LLC34,885$2.76M0.61%+6,20213F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO33,050$2.73M0.25%013F-HRTimelineGroup
Founders Financial Alliance, LLC34,357$2.72M0.49%+85413F-HRTimeline
Petersen Hastings Wealth Advisors Inc.34,280$2.71M0.25%+1,14013F-HRTimeline
Dogwood Wealth Management LLC34,056$2.69M1.17%-24213F-HRTimeline
WCG Wealth Advisors LLC33,513$2.65M0.07%+1,40213F-HRTimeline
Bawa N Mallick Trust33,400$2.64M1.08%013F-HRTimeline
LANE BROTHERS & CO INC32,716$2.59M1.88%-4,52613F-HRTimeline
Altus Wealth Group LLC32,541$2.57M1.05%-1,29113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV32,047$2.53M<0.01%+2,99913F-HRTimeline
MidFirst Bank31,824$2.52M0.21%-1,07213F-HRTimeline
Financial Engines Advisors L.L.C.31,536$2.49M0.01%+4,65713F-HRTimeline
SFMG, LLC31,434$2.49M0.17%013F-HRTimeline
Financial Sense Advisors, Inc.31,038$2.45M0.5%-5,89413F-HRTimeline
Sanctuary Advisors, LLC30,410$2.4M0.01%+5,33213F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …30,383$2.4M0.43%-1,62913F-HRTimelineGroup
Westside Investment Management, Inc.29,953$2.37M0.36%-72213F-HRTimeline
Raab & Moskowitz Asset Management LLC29,536$2.34M0.52%-75413F-HRTimeline
Advyzon Investment Management, LLC29,522$2.33M0.21%+3,86013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …29,031$2.3M0.12%new13F-HRTimelineGroup
Composition Wealth, LLC27,719$2.19M0.03%+5,03913F-HRTimeline
Orca Investment Management, LLC27,624$2.18M1.86%+86913F-HRTimeline
Perigon Wealth Management, LLC27,584$2.18M0.04%+50813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC27,523$2.18M0.33%+25613F-HRTimeline
Financial Enhancement Group LLC25,158$2.17M0.27%+46513F-HRTimeline
Modera Wealth Management, LLC27,062$2.14M0.03%-2,16913F-HRTimeline
SEEDS INVESTOR LLC24,971$2.11M0.29%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,541$2.1M<0.01%-95,01813F-HRTimelineGroup
EP Wealth Advisors, LLC26,534$2.1M0.01%-6,68413F-HRTimeline
Destination Wealth Management26,460$2.09M0.05%-37013F-HRTimeline
Red Mountain Financial, LLC26,272$2.08M1.96%-11013F-HRTimeline
Jacksonville Wealth Management, LLC26,194$2.07M1.4%-1,36513F-HRTimeline
Chicago Partners Investment Group LLC23,942$2.07M0.05%+15213F-HRTimeline
WealthPlan Investment Management, LLC25,824$2.04M0.11%+50513F-HRTimeline
LJI Wealth Management, LLC25,621$2.03M0.32%+2,25513F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC25,594$2.02M0.2%+3,66113F-HRTimeline
LexAurum Advisors, LLC25,506$2.02M0.26%13F-HRTimeline
Fingerlakes Wealth Management, Inc.25,427$2.01M1.33%-2,77313F-HRTimeline
Flagstone Financial Management25,023$1.98M0.49%013F-HRTimeline
STEVENS CAPITAL PARTNERS24,763$1.96M0.47%-24113F-HRTimeline
Oakwell Private Wealth Management, LLC24,617$1.95M0.35%-8913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Equita Financial Network, Inc.24,230$1.92M0.6%-6,04213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP24,164$1.91M<0.01%+1,07413F-HRTimelineGroup
Advance Capital Management, Inc.24,116$1.91M0.07%-58313F-HRTimeline
&PARTNERS23,934$1.89M0.01%-70413F-HRTimeline
MATAURO, LLC23,598$1.87M0.27%-1,00913F-HRTimeline
Sharper & Granite LLC23,586$1.86M0.64%-2,46813F-HRTimeline
Solano Wealth Investment Advisors LLC23,532$1.86M0.93%-2,30013F-HRTimeline
Bleakley Financial Group, LLC23,429$1.85M0.03%+9113F-HRTimeline
JFS WEALTH ADVISORS, LLC23,312$1.84M0.1%+1613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC23,101$1.83M0.06%-5113F-HRTimeline
NorthRock Partners, LLC23,093$1.83M0.03%+6,30213F-HRTimeline
Seaside Wealth Management, Inc.22,779$1.8M0.51%-2613F-HRTimeline
Auxano Advisors, LLC22,482$1.78M0.35%new13F-HRTimeline
Trilogy Capital Inc.22,070$1.74M0.08%+59513F-HRTimeline
Mosaic Advisors LLC19,863$1.72M2.59%013F-HRTimeline
SEMITAM BONAM LLC21,720$1.72M1.4%+41513F-HRTimeline
Broderick Brian C21,600$1.71M0.31%-1,77513F-HRTimeline
Climber Capital SA21,575$1.7M1.12%013F-HRTimeline
Procyon Advisors, LLC21,478$1.7M0.08%-6913F-HRTimeline
NOVEM GROUP21,257$1.68M0.19%+49913F-HRTimeline
MONECO ADVISORS, LLC21,186$1.67M0.13%-12,28913F-HRTimeline
Walsh & Associates, LLC21,076$1.67M1.65%+1,53813F-HRTimeline
Decker Wealth Management LLC20,975$1.66M0.38%+1613F-HRTimeline
Murphy & Mullick Capital Management Corp20,759$1.64M1.21%+2,95313F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC20,715$1.64M0.47%-1,46313F-HRTimeline
DIVERSIFIED TRUST CO20,625$1.63M0.03%+213F-HRTimeline
Alta Wealth Advisors LLC20,446$1.62M0.52%+36113F-HRTimeline
FMA Wealth Management, LLC20,245$1.6M1.06%+4413F-HRTimeline
Root Financial Partners, LLC19,917$1.57M0.07%-1,02413F-HRTimeline
Wrenne Financial Planning LLC19,786$1.56M0.61%-26913F-HRTimeline
Towercrest Capital Management19,740$1.56M0.24%-7713F-HRTimeline
PRIVATE TRUST CO NA19,591$1.55M0.14%-7913F-HRTimeline
Center For Asset Management LLC19,376$1.53M0.76%+9,96113F-HRTimeline
Omnitrust Wealth Management, Inc19,309$1.53M1.98%+45813F-HRTimeline
Strategic Blueprint, LLC18,969$1.5M0.09%+413F-HRTimeline
McClarren Financial Advisors, Inc.18,966$1.5M0.89%+14,33813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,725$1.48M<0.01%-6713F-HRTimelineGroup
GeoWealth Management, LLC18,662$1.48M0.05%+70513F-HRTimeline
Peterson Wealth Advisors, LLC18,633$1.47M0.2%-13913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.18,388$1.45M<0.01%+2,08013F-HRTimelineGroup
Astoria Strategic Wealth, Inc.18,331$1.45M0.37%+83513F-HRTimeline
Virtue Capital Management, LLC18,742$1.44M0.22%-5,63613F-HRTimeline
Stewardship Advisors, LLC17,895$1.41M0.33%013F-HRTimeline
Telos Capital Management, Inc.17,824$1.41M0.13%-3413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC17,819$1.41M0.07%-12713F-HRTimeline
Galvin, Gaustad & Stein, LLC17,640$1.39M0.11%+3513F-HRTimeline
Koss-Olinger Consulting, LLC17,417$1.38M0.12%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC17,374$1.37M0.01%+98913F-HRTimeline
Glenview Trust Co17,293$1.37M0.02%013F-HRTimeline
Armbruster Capital Management, Inc.16,964$1.34M0.22%+113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO16,868$1.33M0.01%-113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,867$1.33M0.03%-25713F-HRTimelineGroup
Proficio Capital Partners LLC16,726$1.32M0.07%013F-HRTimeline
Insight Advisors, LLC/ PA16,711$1.32M0.25%+14313F-HRTimeline
Blue Edge Capital, LLC16,679$1.32M0.18%-713F-HRTimeline
Dynamic Advisor Solutions LLC16,676$1.32M0.04%+5,82513F-HRTimeline
Alliance Wealth Management Group16,490$1.3M0.29%-6113F-HRTimeline
HUB Investment Partners, LLC16,487$1.3M0.03%+12,28613F-HRTimeline
Lifeworks Advisors, LLC16,382$1.3M0.17%+1,53113F-HRTimeline
Emprise Bank16,339$1.29M0.52%-113F-HRTimeline
Leeward Financial Partners, LLC16,328$1.29M0.38%+4813F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC15,453$1.29M0.55%-69713F-HRTimeline
Morling Financial Advisors, LLC16,160$1.28M0.39%-71713F-HRTimeline
RiverFront Investment Group, LLC15,965$1.26M0.02%new13F-HRTimeline
Comprehensive Money Management Services…15,916$1.26M0.83%013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC15,848$1.25M0.28%+31913F-HRTimeline
CALTON & ASSOCIATES, INC.15,797$1.25M0.18%+30513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp15,743$1.24M0.06%-25013F-HRTimelineGroup
Merit Financial Group, LLC15,523$1.23M0.01%-2,48913F-HRTimeline
SUTTON PLACE INVESTORS LLC15,324$1.21M0.66%-1,00013F-HRTimeline
L & S Advisors Inc15,232$1.2M0.15%+41213F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC15,008$1.19M0.94%+12213F-HRTimeline
Financial Plan, Inc.14,953$1.18M0.13%-32513F-HRTimeline
FIRST HORIZON CORP14,756$1.17M0.05%-71113F-HRTimeline
Belleair Asset Management, LLC14,741$1.17M1.06%+1,03613F-HRTimeline
Asset Dedication, LLC14,554$1.15M0.08%-3,76713F-HRTimeline
TLWM14,551$1.15M0.21%+59913F-HRTimeline
Sowell Financial Services LLC14,490$1.15M0.04%-8013F-HRTimeline
Bernardo Wealth Planning LLC14,419$1.14M0.22%-4613F-HRTimeline
Paulson Wealth Management Inc.14,396$1.14M0.27%+513F-HRTimeline
Lumbard & Kellner, LLC14,330$1.13M0.39%013F-HRTimeline
Keystone Financial Group, Inc.14,256$1.13M0.59%-57513F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT14,248$1.13M0.33%+17613F-HRTimeline
Friday Financial14,089$1.11M0.38%-10813F-HRTimeline
Sequent Planning LLC13,832$1.09M0.26%-14413F-HRTimeline
Slagle Financial, LLC13,693$1.08M0.36%-1,01313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC13,604$1.08M0.02%-8,14313F-HRTimelineGroup
Clark Capital Management Group, Inc.13,584$1.07M0.01%+3,79713F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC13,404$1.07M0.19%013F-HRTimeline
Sunburst Financial Group, LLC13,439$1.06M0.2%-7,35613F-HR/ATimeline
Cambridge Financial Group, LLC13,308$1.05M0.36%-66613F-HRTimeline
Janney Montgomery Scott LLC13,309$1.05M<0.01%-11,59113F-HRTimeline
Prentice Wealth Management LLC13,137$1.04M0.23%+1,19113F-HRTimeline
Summit Financial, LLC13,008$1.03M0.01%+8,44613F-HRTimeline
Continuum Advisory, LLC12,697$1M0.1%-25013F-HRTimeline
GenTrust, LLC12,562$993K0.04%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC12,538$991K0.02%+49413F-HRTimeline
Squire Investment Management Company, L…12,506$989K0.27%013F-HRTimeline
SCS Capital Management LLC12,395$980K0.01%+3713F-HRTimeline
TFB Advisors LLC12,349$976K0.51%+2,04513F-HRTimeline
Ausdal Financial Partners, Inc.12,312$973K0.04%+34113F-HRTimeline
Cape Investment Advisory, Inc.12,230$967K0.32%+2,92813F-HRTimeline
Summit Financial Strategies, Inc.12,201$965K0.08%new13F-HRTimeline
Journey Advisory Group, LLC12,191$964K0.08%-34,50113F-HRTimeline
Intrua Financial, LLC11,784$932K0.1%013F-HRTimeline
Napier Financial, LLC11,708$926K0.21%+33213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,650$921K0.01%+7,13113F-HRTimelineGroup
DAVENPORT & Co LLC11,335$896K<0.01%-3713F-HRTimeline
Tortoise Investment Management, LLC11,250$889K0.07%new13F-HRTimeline
Global Wealth Management Investment Adv…11,206$886K0.14%+7113F-HRTimeline
WAYSTONE ADVISORS LLC11,062$875K0.78%+5,91613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP11,033$872K<0.01%013F-HRTimelineGroup
Krilogy Financial LLC10,177$867K0.03%-22113F-HRTimeline
WEDBUSH SECURITIES INC10,942$865K0.03%+76413F-HRTimeline
Ridgeline Wealth Planning, LLC10,879$860K0.63%013F-HRTimeline
HRT FINANCIAL LP10,857$858K<0.01%+6,07613F-HRTimeline
Goldstein Advisors, LLC10,841$857K0.1%-54513F-HRTimeline
Foundations Investment Advisors, LLC10,768$851K0.01%+3,11913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,725$848K<0.01%+1,16113F-HRTimelineGroup
GERMAN AMERICAN BANCORP, INC.10,525$832K0.07%013F-HRTimeline
Gibson Wealth Advisors LLC10,500$830K0.56%013F-HRTimeline
Texas Yale Capital Corp.10,446$826K0.02%013F-HRTimeline
Darrow Company, Inc.10,191$806K0.36%+25413F-HRTimeline
Keystone Financial Group10,191$806K0.06%+4,45413F-HRTimeline
M Holdings Securities, Inc.10,079$805K0.05%013F-HRTimeline
OLIO Financial Planning10,142$802K0.22%013F-HRTimeline
Legacy Capital Wealth Partners, LLC9,997$790K0.16%-2,45813F-HRTimeline
CacheTech Inc.9,984$789K0.15%+1,06413F-HRTimeline
WNY Asset Management, LLC9,913$784K0.08%13F-HRTimeline
TIAAgroup of 3 filers holding9,940$784K+952Timeline