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Disclosery

SPTM SPDR SERIES TRUST

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SHS (fund)

629 managers (635 13F filers) reported a position in SPTM shares at 2024-12-31, 84,796,199 shares in all. 40 filers opened a position and 34 filers sold out during the quarter.

Managers
629
13F filers
635
New
40
Added
220
Reduced
226
Sold out
34
Shares held by filers
84,796,199

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Gladstone Institutional Advisory LLC7,195$514K0.02%+77513F-HRTimeline
Badgley Phelps Wealth Managers, LLC7,100$507K0.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,049$503K<0.01%-93813F-HRTimeline
Crumly & Associates Inc.7,048$503K0.14%013F-HRTimeline
Squire Investment Management Company, L…7,048$503K0.22%013F-HRTimeline
Synergy Investment Management, LLC7,031$502K0.22%13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,029$502K0.01%+313F-HRTimeline
SpringVest Wealth Management LLC6,931$495K0.42%13F-HRTimeline
Intrepid Financial Planning Group LLC6,864$490K0.21%-72513F-HRTimeline
PrairieView Partners, LLC6,786$484K0.05%-70013F-HRTimeline
Raleigh Capital Management Inc.6,724$480K0.19%+1,67213F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC6,700$479K0.26%-413F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC6,656$475K0.22%-12413F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS6,576$470K0.39%-23313F-HRTimeline
Prime Capital Investment Advisors, LLC6,545$468K0.01%-4813F-HRTimeline
Successful Portfolios LLC6,526$466K0.31%+23013F-HRTimeline
Pinnacle Wealth Management Group, Inc.6,524$466K0.29%+12913F-HRTimeline
Kelman-Lazarov, Inc.6,454$461K0.08%-10213F-HRTimeline
BRIGHTON JONES LLC6,443$460K0.01%+2213F-HR/ATimeline
Sanctuary Wealth Management, L.L.C.6,390$456K0.3%-34513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,288$449K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC6,212$444K0.06%+1213F-HRTimeline
Keystone Financial Group6,203$443K0.04%-21513F-HRTimeline
First Heartland Consultants, Inc.6,185$442K0.05%-24013F-HRTimeline
Fusion Capital, LLC6,141$439K0.18%+1913F-HRTimeline
RDA Financial Network6,126$438K0.13%-9813F-HRTimeline
Quadcap Wealth Management, LLC6,092$435K0.06%+4313F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/5,983$428K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.5,978$427K0.2%+1,37813F-HRTimeline
Sightline Wealth Advisors, LLC5,944$425K0.23%-28513F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC5,939$424K0.26%-13513F-HRTimeline
Advyzon Investment Management, LLC5,933$424K0.16%13F-HRTimeline
Vigilare Wealth Management5,880$420K0.17%+313F-HRTimeline
McKinley Carter Wealth Services, Inc.5,865$419K0.03%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,784$413K0.03%new13F-HRTimeline
Rockwood Wealth Management, LLC5,763$413K0.04%013F-HRTimeline
Foundations Investment Advisors, LLC5,747$411K0.01%-39513F-HRTimeline
IFP Advisors, Inc5,728$409K0.01%-1013F-HRTimeline
Vawter Financial, Ltd.5,698$407K0.24%-12113F-HRTimeline
ARQ WEALTH ADVISORS, LLC5,625$402K0.15%-4213F-HRTimeline
Truepoint, Inc.5,554$397K0.01%-12313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,521$394K<0.01%-29513F-HRTimeline
CFS Investment Advisory Services, LLC5,392$385K0.03%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,361$383K0.19%-4113F-HRTimeline
Outlook Wealth Advisors, LLC5,359$383K0.11%+1,49113F-HRTimeline
Summit Trail Advisors, LLC5,301$379K0.01%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,293$378K0.03%-17,34613F-HR/ATimeline
COUNTRY CLUB BANK5,256$377K0.03%013F-HRTimeline
Horst & Graben Wealth Management LLC5,271$377K0.07%-9113F-HRTimeline
Capital Investment Advisors, LLC5,264$376K0.01%-39713F-HRTimeline
Falcon Wealth Planning5,240$374K0.04%-1813F-HRTimeline
Attessa Capital LLC5,231$374K0.25%13F-HRTimeline
Beacon Capital Management, LLC5,161$369K0.05%+62513F-HRTimeline
BCK Partners, Inc.5,132$367K0.22%-2,77813F-HRTimeline
HUB Investment Partners, LLC5,111$365K0.02%-2,25513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…5,106$365K<0.01%013F-HR/ATimeline
Triumph Capital Management5,066$362K0.12%-1,23213F-HRTimeline
Post Resch Tallon Group Inc.4,984$355K0.34%13F-HRTimeline
Concorde Asset Management, LLC4,899$350K0.18%+24813F-HRTimeline
Broadway Wealth Solutions, Inc.4,879$348K0.26%13F-HRTimeline
Adams Wealth Management4,854$347K0.07%-42213F-HRTimeline
Partnership Wealth Management, LLC4,853$347K0.29%-313F-HRTimeline
Gateway Wealth Partners, LLC4,803$343K0.09%-65113F-HRTimeline
Wilson & Boucher Capital Management, LLC4,800$343K0.24%013F-HRTimeline
Empower Advisory Group, LLC4,751$339K<0.01%+23513F-HRTimeline
Gradient Capital Advisors, LLC4,712$337K0.11%-4013F-HRTimeline
Beaumont Financial Advisors, LLC4,697$336K0.03%013F-HRTimeline
WRAPMANAGER INC4,683$335K0.09%new13F-HRTimeline
WJ Wealth Management, LLC4,674$334K0.11%013F-HRTimeline
Wedmont Private Capital4,676$331K0.02%013F-HRTimeline
F/m Investments LLC4,616$330K0.01%+45813F-HRTimeline
Johnson Bixby & Associates, LLC4,563$326K0.05%-11913F-HRTimeline
Flagstone Financial Management4,545$325K0.11%013F-HRTimeline
Financial Advocates Investment Manageme…4,494$321K0.02%-24813F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,421$316K0.01%013F-HRTimeline
Glassman Wealth Services4,396$314K0.05%013F-HRTimeline
Janney Montgomery Scott LLC4,336$310K<0.01%new13F-HRTimeline
Retirement Planning Group, LLC4,322$309K0.02%013F-HRTimeline
OMNI 360 Wealth, Inc.4,318$308K0.21%-7213F-HR/ATimeline
Focused Wealth Management, Inc4,220$301K0.04%-15113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…4,215$301K0.01%+913F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.4,175$298K0.18%013F-HRTimeline
Private Portfolio Partners LLC4,162$297K0.05%+1,26013F-HRTimeline
Dechtman Wealth Management, LLC4,138$296K0.06%+1413F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.4,075$291K0.22%+1113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …4,064$288K0.02%+32813F-HRTimelineGroup
Ausdal Financial Partners, Inc.3,944$282K0.02%new13F-HRTimeline
Brewster Financial Planning LLC3,930$281K0.21%-61713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,850$275K<0.01%-15,83913F-HRTimelineGroup
TSFG, LLC3,854$275K0.06%-3913F-HRTimeline
Clear Harbor Asset Management, LLC3,819$273K0.02%013F-HRTimeline
TFG Advisers LLC3,782$270K0.1%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC3,727$266K0.07%13F-HRTimeline
Future Financial Wealth Managment LLC3,714$265K0.19%-1,10013F-HRTimeline
Trademark Financial Management, LLC3,690$264K0.21%+23713F-HRTimeline
Formidable Asset Management, LLC3,672$262K0.04%-3613F-HRTimeline
CRA Financial Services, LLC3,643$260K0.04%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP3,615$258K<0.01%-6013F-HRTimeline
McNaughton Wealth Management, LLC3,609$258K0.12%013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC3,606$258K0.04%new13F-HRTimeline
One Wealth Advisors, LLC3,596$257K0.04%-20313F-HRTimeline
Fortress Wealth Management, Inc.3,592$257K0.12%013F-HRTimeline
Pine Valley Investments Ltd Liability Co3,510$251K0.02%013F-HRTimeline
TRUE Private Wealth Advisors3,505$250K0.03%+413F-HRTimeline
Aspen Wealth Management LLC3,500$250K0.07%-50013F-HRTimeline
SMI Advisory Services, LLC3,445$244K0.06%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,418$244K<0.01%-42113F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,398$243K0.01%+23213F-HRTimelineGroup
Flagship Private Wealth, LLC3,235$231K0.11%+513F-HRTimeline
Meridian Wealth Management, LLC3,181$227K0.01%-14013F-HRTimeline
Red Door Wealth Management, LLC3,152$225K0.03%+1113F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…3,045$217K0.03%new13F-HRTimeline
Opes Wealth Management LLC3,024$216K0.04%-19513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,012$215K<0.01%new13F-HRTimeline
Lumbard & Kellner, LLC2,988$213K0.09%-39413F-HRTimeline
BOKF, NAin group BOKF, NA3,000$212K<0.01%013F-HRTimelineGroup
Trevian Wealth Management LLC2,927$209K0.15%013F-HRTimeline
Cerro Pacific Wealth Advisors LLC2,981$209K0.07%new13F-HRTimeline
COOKSON PEIRCE & CO INC2,890$206K0.01%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,873$205K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.2,869$205K0.01%13F-HRTimeline
Emergent Wealth Advisors, LLC2,855$204K0.15%-8513F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA2,838$203K0.03%new13F-HRTimelineGroup
Essex LLC2,825$202K0.04%new13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC2,774$198K0.08%-22613F-HRTimeline
Hoese & Co LLP2,721$194K0.17%new13F-HRTimeline
JNBA Financial Advisors2,717$194K0.02%-7213F-HRTimeline
BLAIR WILLIAM & CO/IL2,716$194K<0.01%+1,01413F-HRTimeline
Prestige Wealth Management Group LLC2,676$191K0.04%013F-HR/ATimeline
ATWOOD & PALMER INC2,665$190K0.01%-53113F-HRTimeline
Sunbelt Securities, Inc.2,486$178K0.02%013F-HRTimeline
Golden State Wealth Management, LLC2,340$167K0.03%13F-HRTimeline
Qube Research & Technologies Ltd2,323$166K<0.01%-26113F-HRTimeline
MAI Capital Management2,308$165K<0.01%-1,90013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,276$163K<0.01%+3713F-HRTimelineGroup
Acropolis Investment Management, LLC2,226$159K0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC2,210$158K0.06%013F-HRTimeline
Copia Wealth Management2,184$156K0.15%13F-HRTimeline
SIGNATUREFD, LLC2,067$148K<0.01%+213F-HRTimeline
Sherman Asset Management, Inc.1,973$141K0.13%13F-HRTimeline
MGB Wealth Management, LLC1,849$132K0.04%+8813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,789$128K<0.01%-4013F-HRTimelineGroup
Tidemark, LLC1,787$128K0.05%-94113F-HRTimeline
MONTAG A & ASSOCIATES INC1,756$125K0.01%013F-HRTimeline
Northwest Capital Management Inc1,735$124K0.05%-3,86713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,566$113K<0.01%+89113F-HRTimelineGroup
Cherry Tree Wealth Management, LLC1,570$112K0.03%013F-HRTimeline
Clearstead Advisors, LLC1,545$110K<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC1,507$108K0.04%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,247$89.1K<0.01%+71113F-HRTimelineGroup
Plante Moran Financial Advisors, LLC1,112$79.4K0.01%013F-HRTimeline
WealthCollab, LLC1,106$79K0.05%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,076$76.9K<0.01%013F-HRTimelineGroup
HOWE & RUSLING INC1,052$75.1K0.01%013F-HRTimeline
Compass Financial Services Inc1,039$74.2K0.04%13F-HRTimeline
Quest 10 Wealth Builders, Inc.959$68.5K0.07%13F-HRTimeline
CAPITAL & PLANNING, LLC944$67.5K0.05%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…940$67.1K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management926$66.2K<0.01%-6713F-HRTimelineGroup
Van Hulzen Asset Management, LLC893$63.8K<0.01%new13F-HRTimeline
Wingate Wealth Advisors, Inc.864$61.7K0.06%13F-HRTimeline
Iron Horse Wealth Management, LLC854$61K0.02%-9613F-HRTimeline
HHM Wealth Advisors, LLC827$59.1K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC823$58.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
North Star Investment Management Corp.773$55.2K<0.01%new13F-HRTimeline
NFSG Corp740$52.9K0.01%013F-HRTimeline
MATHER GROUP, LLC.704$50.3K<0.01%-32713F-HRTimeline
Paladin Advisory Group, LLC689$49.2K0.04%+26913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…669$47.8K<0.01%new13F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.590$42.1K0.02%+29713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC584$41.7K<0.01%-31513F-HRTimelineGroup
Accredited Wealth Management, LLC576$41.1K0.04%13F-HRTimeline
PSI Advisors, LLC569$40.6K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners552$39.4K0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.485$34.7K<0.01%+113F-HRTimeline
FAS Wealth Partners, Inc.480$34.3K<0.01%013F-HRTimeline
Stuart Chaussee & Associates, Inc.475$33.9K0.01%+3113F-HRTimeline
Farther Finance Advisors, LLC464$33.1K<0.01%+43613F-HRTimeline
Castleview Partners, LLC452$32.2K0.02%new13F-HR/ATimeline
Human Investing LLC443$31.6K0.01%new13F-HRTimeline
Global Wealth Strategies & Associates437$31.2K0.01%013F-HRTimeline
WASHINGTON TRUST Co412$29.4K<0.01%013F-HRTimeline
Operose Advisors LLC392$28K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP376$26.9K<0.01%013F-HRTimeline
Compass Wealth Management LLC349$25K0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC329$23.5K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.327$23.4K0.02%13F-HRTimeline
Lindbrook Capital, LLC325$23.2K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC308$22K0.02%13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…307$21.9K0.01%+6813F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.304$21.7K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.275$19.6K0.01%-8713F-HRTimeline
Abound Wealth Management269$19.2K0.01%+113F-HRTimeline
AMERIFLEX GROUP, INC.255$18.7K0.01%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC262$18.7K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC262$18.7K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC254$18.6K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…254$18.6K0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners262$18K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC251$17.9K<0.01%013F-HRTimeline