Skip to content
Disclosery

SPTM SPDR SERIES TRUST

Follow

SHS (fund)

631 managers (638 13F filers) reported a position in SPTM shares at 2025-03-31, 84,852,923 shares in all. 42 filers opened a position and 33 filers sold out during the quarter.

Managers
631
13F filers
638
New
42
Added
223
Reduced
259
Sold out
33
Shares held by filers
84,852,923

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MISSION WEALTH MANAGEMENT, LP7,032$478K0.01%+313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT6,969$474K0.01%-2,44613F-HRTimeline
SpringVest Wealth Management LLC6,942$472K0.39%+1113F-HRTimeline
Symphony Financial, Ltd. Co.7,550$471K0.28%-505,76513F-HRTimeline
Gladstone Institutional Advisory LLC6,909$470K0.02%-28613F-HRTimeline
Bluespring Wealth Management, LLC6,727$458K0.05%-49213F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC6,712$456K0.21%+5613F-HRTimeline
Raleigh Capital Management Inc.6,656$453K0.2%-6813F-HRTimeline
GSG Advisors LLC6,795$449K0.15%new13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS6,566$447K0.35%-1013F-HRTimeline
Successful Portfolios LLC6,528$444K0.3%+213F-HRTimeline
Pasadena Private Wealth, LLC6,520$443K0.09%new13F-HRTimeline
BRIGHTON JONES LLC6,463$440K0.01%+2013F-HRTimeline
MGO ONE SEVEN LLC6,440$438K0.02%-1,54513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,392$435K<0.01%+10413F-HRTimelineGroup
Concorde Asset Management, LLC6,550$432K0.23%+1,65113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…6,297$428K0.02%-5,23113F-HRTimelineGroup
Kelman-Lazarov, Inc.6,213$423K0.08%-24113F-HRTimeline
Fusion Capital, LLC6,157$419K0.16%+1613F-HRTimeline
RDA Financial Network6,126$417K0.12%013F-HRTimeline
Evercore Wealth Management, LLC6,111$416K0.01%new13F-HRTimeline
Intrepid Financial Planning Group LLC5,994$408K0.19%-87013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/5,983$407K<0.01%013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC5,939$404K0.24%013F-HRTimeline
Keystone Financial Group5,927$403K0.04%-27613F-HRTimeline
PrairieView Partners, LLC5,936$403K0.04%-85013F-HRTimeline
Richard P Slaughter Associates Inc5,905$402K0.09%-21,63313F-HRTimeline
Vigilare Wealth Management5,895$401K0.16%+1513F-HRTimeline
McKinley Carter Wealth Services, Inc.5,865$399K0.02%013F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …5,852$398K0.25%new13F-HRTimeline
CacheTech Inc.10,111$393K0.08%+32913F-HRTimeline
Adams Wealth Management5,785$393K0.08%+93113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,784$393K0.04%013F-HR/ATimeline
Lloyd Advisory Services, LLC.5,756$391K0.2%-22213F-HRTimeline
Pinnacle Wealth Management Group, Inc.5,714$389K0.27%-81013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC5,669$386K0.21%-1,03113F-HRTimeline
Synergy Investment Management, LLC5,653$384K0.16%-1,37813F-HRTimeline
Sightline Wealth Advisors, LLC5,646$384K0.2%-29813F-HRTimeline
Vawter Financial, Ltd.5,626$383K0.21%-7213F-HRTimeline
Goodman Financial Corp5,565$378K0.08%-2,95613F-HRTimeline
First Heartland Consultants, Inc.5,520$375K0.04%-66513F-HRTimeline
ARQ WEALTH ADVISORS, LLC5,512$375K0.14%-11313F-HRTimeline
Truepoint, Inc.5,491$373K0.01%-6313F-HRTimeline
WORLD EQUITY GROUP, INC.5,480$373K0.11%-7,22413F-HRTimeline
BCK Partners, Inc.5,430$369K0.23%+29813F-HRTimeline
Quadcap Wealth Management, LLC5,422$369K0.05%-67013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,337$364K0.03%+4413F-HRTimeline
Summit Trail Advisors, LLC5,301$361K0.01%013F-HRTimeline
Quantinno Capital Management LP5,301$361K<0.01%new13F-HRTimeline
Falcon Wealth Planning5,252$357K0.04%+1213F-HRTimeline
Foundations Investment Advisors, LLC5,251$357K0.01%-49613F-HRTimeline
Attessa Capital LLC5,231$356K0.23%013F-HRTimeline
COUNTRY CLUB BANK5,256$355K0.02%013F-HRTimeline
Outlook Wealth Advisors, LLC5,204$354K0.1%-15513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…5,106$347K<0.01%013F-HRTimeline
Horst & Graben Wealth Management LLC5,092$346K0.06%-17913F-HRTimeline
Triumph Capital Management5,078$345K0.12%+1213F-HRTimeline
F/m Investments LLC5,051$343K0.01%+43513F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,002$340K0.16%-35913F-HRTimeline
Ausdal Financial Partners, Inc.4,908$334K0.03%+96413F-HRTimeline
HUB Investment Partners, LLC4,902$333K0.01%-20913F-HRTimeline
GPS Wealth Strategies Group, LLC4,854$330K0.04%-1,35813F-HRTimeline
Post Resch Tallon Group Inc.4,869$330K0.34%-11513F-HRTimeline
Beacon Capital Management, LLC4,842$329K0.04%-31913F-HRTimeline
Johnson Bixby & Associates, LLC4,808$327K0.05%+24513F-HRTimeline
Wilson & Boucher Capital Management, LLC4,800$326K0.24%013F-HRTimeline
Gradient Capital Advisors, LLC4,712$320K0.1%013F-HRTimeline
Beaumont Financial Advisors, LLC4,697$319K0.03%013F-HRTimeline
WJ Wealth Management, LLC4,670$318K0.11%-413F-HRTimeline
Broadway Wealth Solutions, Inc.4,668$317K0.23%-21113F-HRTimeline
TFG Advisers LLC4,654$317K0.11%+87213F-HRTimeline
Partnership Wealth Management, LLC4,634$315K0.27%-21913F-HRTimeline
Capital Investment Advisors, LLC4,623$314K0.01%-64113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,581$312K<0.01%-94013F-HRTimeline
Flagstone Financial Management4,545$309K0.1%013F-HRTimeline
IFP Advisors, Inc4,487$305K0.01%-1,24113F-HRTimeline
Retirement Planning Group, LLC4,482$305K0.01%+16013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,464$304K0.01%+1,06613F-HRTimelineGroup
Wedmont Private Capital4,676$303K0.02%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,421$301K0.01%013F-HRTimeline
Glassman Wealth Services4,396$299K0.05%013F-HRTimeline
Empower Advisory Group, LLC4,362$297K<0.01%-38913F-HRTimeline
Janney Montgomery Scott LLC4,336$295K<0.01%013F-HRTimeline
OMNI 360 Wealth, Inc.4,270$290K0.19%-4813F-HR/ATimeline
Cerro Pacific Wealth Advisors LLC4,044$289K0.09%+1,06313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…4,229$288K0.01%+1413F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.4,175$284K0.19%013F-HR/ATimeline
Gateway Wealth Partners, LLC4,164$283K0.06%-63913F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.4,085$278K0.22%+1013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …4,089$275K0.02%+2513F-HRTimelineGroup
Focused Wealth Management, Inc4,026$274K0.04%-19413F-HRTimeline
Brewster Financial Planning LLC3,930$267K0.2%013F-HRTimeline
Clear Harbor Asset Management, LLC3,819$260K0.02%013F-HRTimeline
Orin Green Financial, LLC4,149$259K0.12%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC3,745$255K0.05%+1813F-HRTimeline
Trademark Financial Management, LLC3,730$254K0.19%+4013F-HRTimeline
Future Financial Wealth Managment LLC3,687$251K0.18%-2713F-HRTimeline
Formidable Asset Management, LLC3,672$250K0.04%013F-HRTimeline
One Wealth Advisors, LLC3,659$249K0.04%+6313F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC3,606$245K0.04%013F-HRTimeline
Fortress Wealth Management, Inc.3,592$244K0.13%013F-HRTimeline
Aspen Wealth Management LLC3,516$239K0.07%+1613F-HRTimeline
TRUE Private Wealth Advisors3,510$239K0.03%+513F-HRTimeline
Pine Valley Investments Ltd Liability Co3,510$239K0.02%013F-HRTimeline
TSFG, LLC3,504$238K0.05%-35013F-HRTimeline
J.W. COLE ADVISORS, INC.3,476$236K0.01%-18,26013F-HRTimeline
Ignite Planners, LLC3,480$236K0.05%new13F-HRTimeline
McNaughton Wealth Management, LLC3,439$234K0.11%-17013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,419$233K<0.01%+113F-HRTimelineGroup
Financial Advocates Investment Manageme…3,385$230K0.02%-1,10913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP3,340$227K<0.01%-27513F-HRTimeline
CRA Financial Services, LLC3,337$227K0.04%-30613F-HRTimeline
Range Financial Group LLC3,327$226K0.1%new13F-HRTimeline
Laraway Financial Advisors Inc3,284$223K0.18%new13F-HRTimeline
Red Door Wealth Management, LLC3,162$215K0.03%+1013F-HRTimeline
SBI Securities Co., Ltd.3,123$212K0.01%+25413F-HRTimeline
SMI Advisory Services, LLC3,445$211K0.05%013F-HRTimeline
Opes Wealth Management LLC3,030$206K0.04%+613F-HRTimeline
HB Wealth Management, LLC3,023$206K<0.01%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,001$204K<0.01%-1113F-HRTimeline
BOKF, NAin group BOKF, NA3,000$204K<0.01%013F-HRTimelineGroup
Lumbard & Kellner, LLC2,988$203K0.09%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,962$201K<0.01%new13F-HRTimelineGroup
Emergent Wealth Advisors, LLC2,960$201K0.15%+10513F-HRTimeline
Hoese & Co LLP2,721$185K0.16%013F-HRTimeline
Qube Research & Technologies Ltd2,575$175K<0.01%+25213F-HRTimeline
JNBA Financial Advisors2,563$174K0.02%-15413F-HRTimeline
ATWOOD & PALMER INC2,548$173K0.01%-11713F-HRTimeline
Prestige Wealth Management Group LLC2,499$170K0.04%-17713F-HR/ATimeline
Sunbelt Securities, Inc.2,486$169K0.02%013F-HRTimeline
Arax Advisory Partners2,354$160K0.01%new13F-HRTimeline
CX Institutional2,335$159K0.01%new13F-HRTimeline
MAI Capital Management2,308$157K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,276$155K<0.01%013F-HRTimelineGroup
Acropolis Investment Management, LLC2,226$151K0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC2,210$150K0.06%013F-HRTimeline
Copia Wealth Management2,199$150K0.14%+1513F-HRTimeline
BLAIR WILLIAM & CO/IL2,116$144K<0.01%-60013F-HRTimeline
SIGNATUREFD, LLC2,068$141K<0.01%+113F-HRTimeline
Sherman Asset Management, Inc.1,973$134K0.13%013F-HRTimeline
Mattson Financial Services, LLC1,953$133K0.04%new13F-HRTimeline
MGB Wealth Management, LLC1,885$128K0.05%+3613F-HRTimeline
Brooklyn Investment Group1,792$122K0.03%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,789$122K<0.01%013F-HRTimelineGroup
Tidemark, LLC1,760$120K0.04%-2713F-HRTimeline
MONTAG A & ASSOCIATES INC1,756$119K0.01%013F-HRTimeline
Northwest Capital Management Inc1,739$118K0.05%+413F-HRTimeline
Cherry Tree Wealth Management, LLC1,529$104K0.03%-4113F-HRTimeline
Global Trust Asset Management, LLC1,507$102K0.06%013F-HRTimeline
Columbia River Financial Group, LLC1,423$96K0.06%new13F-HRTimeline
LANARK FINANCIAL, INC.1,410$95K0.01%+1,40913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,566$94.5K<0.01%013F-HRTimelineGroup
Paladin Advisory Group, LLC1,162$79K0.06%+47313F-HRTimeline
Plante Moran Financial Advisors, LLC1,112$75.6K0.01%013F-HRTimeline
WealthCollab, LLC1,106$75.2K0.05%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,054$71.7K<0.01%new13F-HRTimeline
HOWE & RUSLING INC1,052$71.5K0.01%013F-HRTimeline
Compass Financial Services Inc1,042$70.9K0.04%+313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…976$66.4K<0.01%-10013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.959$65.2K0.07%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…940$63.9K<0.01%013F-HRTimelineGroup
BURKETT FINANCIAL SERVICES, LLC880$59.8K0.02%new13F-HRTimeline
HHM Wealth Advisors, LLC827$56.2K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC823$56K<0.01%013F-HRTimeline
North Star Investment Management Corp.775$52.7K<0.01%+213F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC763$51.9K<0.01%new13F-HRTimelineGroup
Iron Horse Wealth Management, LLC760$51.7K0.02%-9413F-HRTimeline
NFSG Corp740$50.3K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management707$48.1K<0.01%-21913F-HRTimelineGroup
MATHER GROUP, LLC.704$47.9K<0.01%013F-HRTimeline
AlphaCore Capital LLC641$43.6K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC584$39.7K<0.01%013F-HRTimelineGroup
Accredited Wealth Management, LLC576$39.2K0.03%013F-HRTimeline
PSI Advisors, LLC569$38.7K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners552$37.5K0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\536$36.5K<0.01%-71113F-HRTimelineGroup
Headlands Technologies LLC507$34.5K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.487$33.1K<0.01%+213F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.483$32.8K0.01%-10713F-HRTimeline
FAS Wealth Partners, Inc.480$32.6K<0.01%013F-HRTimeline
Stuart Chaussee & Associates, Inc.475$32.3K0.01%013F-HRTimeline
Global Wealth Strategies & Associates437$29.7K0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…408$27.8K0.01%+10113F-HRTimelineGroup
Operose Advisors LLC392$26.7K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP376$25.6K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC376$25.6K0.02%new13F-HRTimeline
Topsail Wealth Management, LLC355$24.1K<0.01%new13F-HRTimeline
Compass Wealth Management LLC354$24.1K0.01%+513F-HRTimeline
Nova Wealth Management, Inc.327$22.2K0.02%013F-HR/ATimeline
Lindbrook Capital, LLC325$22.1K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC315$21.4K0.02%+713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.304$20.7K0.01%013F-HRTimeline
Abound Wealth Management270$18.4K0.01%+113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC262$17.8K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.255$17.3K0.01%013F-HRTimeline
Coston, McIsaac & Partners262$17K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC230$16.4K<0.01%013F-HRTimelineGroup
Woodside Wealth Management LLC241$16.4K0.02%13F-HRTimeline
IMG Wealth Management, Inc.239$16.3K0.01%013F-HRTimeline
Bogart Wealth, LLC236$16.1K<0.01%+20013F-HRTimeline