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Disclosery

SPTM SPDR SERIES TRUST

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SHS (fund)

653 managers (662 13F filers) reported a position in SPTM shares at 2025-06-30, 88,143,820 shares in all. 58 filers opened a position and 33 filers sold out during the quarter.

Managers
653
13F filers
662
New
58
Added
230
Reduced
253
Sold out
33
Shares held by filers
88,143,820

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Colonial River Investments, LLC7,790$592K0.25%-98213F-HRTimeline
MGO ONE SEVEN LLC7,892$591K0.02%+1,45213F-HRTimeline
Destiny Wealth Partners, LLC7,833$587K0.08%-11013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,709$577K<0.01%new13F-HRTimelineGroup
RFG Holdings, Inc.7,703$577K0.17%013F-HRTimeline
GSG Advisors LLC7,629$571K0.17%+83413F-HRTimeline
Wise Wealth Partners7,593$569K0.95%+313F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC7,554$566K0.19%+4013F-HRTimeline
COMERICA BANK7,519$563K<0.01%-38713F-HRTimeline
Wiser Wealth Management, Inc7,457$558K0.14%-58013F-HRTimeline
Crumly & Associates Inc.7,048$528K0.13%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,036$527K0.01%+413F-HRTimeline
Rockwood Wealth Management, LLC6,979$523K0.05%-24713F-HRTimeline
SpringVest Wealth Management LLC6,946$520K0.42%+413F-HRTimeline
Vigilare Wealth Management6,862$514K0.19%+96713F-HRTimeline
Sigma Planning Corp6,759$506K0.02%-17,78313F-HRTimeline
Patten Group, Inc.6,649$498K0.11%-68913F-HRTimeline
VISTA INVESTMENT MANAGEMENT6,593$494K0.18%-2,41713F-HRTimeline
Prime Capital Investment Advisors, LLC6,546$490K0.01%-6,94213F-HRTimeline
Foundations Investment Advisors, LLC6,538$490K0.01%+1,28713F-HRTimeline
Successful Portfolios LLC6,529$489K0.3%+113F-HRTimeline
Pasadena Private Wealth, LLC6,520$488K0.08%013F-HRTimeline
BRIGHTON JONES LLC6,483$486K0.01%+2013F-HRTimeline
Bluespring Wealth Management, LLC6,480$485K0.05%-24713F-HRTimeline
Glassman Wealth Services6,430$482K0.07%+2,03413F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC6,407$480K0.08%-3,80113F-HRTimeline
Gladstone Institutional Advisory LLC6,363$477K0.02%-54613F-HRTimeline
Cape Investment Advisory, Inc.6,268$469K0.17%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC6,174$462K0.14%-1,06713F-HR/ATimeline
VESTIA PERSONAL WEALTH ADVISORS6,166$462K0.32%-40013F-HRTimeline
Kelman-Lazarov, Inc.6,161$461K0.07%-5213F-HRTimeline
RDA Financial Network6,116$458K0.12%-1013F-HRTimeline
Fusion Capital, LLC6,111$458K0.16%-4613F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/5,983$449K<0.01%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC5,982$448K0.19%-73013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC5,939$445K0.25%013F-HRTimeline
PrairieView Partners, LLC5,936$444K0.04%013F-HRTimeline
Synergy Investment Management, LLC5,925$444K0.27%+27213F-HRTimeline
Adams Wealth Management5,892$441K0.08%+10713F-HRTimeline
Intrepid Financial Planning Group LLC5,844$438K0.18%-15013F-HRTimeline
Raleigh Capital Management Inc.5,817$436K0.18%-83913F-HRTimeline
Keystone Financial Group5,780$433K0.04%-14713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,748$430K0.03%-3613F-HRTimeline
Pinnacle Wealth Management Group, Inc.5,745$430K0.25%+3113F-HRTimeline
One Wealth Map LLC5,594$426K0.23%new13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC5,670$425K0.21%+113F-HRTimeline
Sightline Wealth Advisors, LLC5,590$419K0.2%-5613F-HRTimeline
J.W. COLE ADVISORS, INC.5,575$418K0.01%+2,09913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,550$416K0.18%+54813F-HRTimeline
Ridgeline Wealth, LLC5,537$415K0.34%-4,88213F-HRTimeline
Truepoint, Inc.5,491$411K0.01%013F-HRTimeline
Simplicity Wealth,LLC5,406$405K0.02%new13F-HRTimeline
Lloyd Advisory Services, LLC.5,340$400K0.19%-41613F-HRTimeline
TUDOR INVESTMENT CORP ET AL5,336$400K<0.01%new13F-HRTimeline
Goodman Financial Corp5,336$400K0.08%-22913F-HRTimeline
Ausdal Financial Partners, Inc.5,308$398K0.03%+40013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,289$396K0.01%-1,00813F-HRTimelineGroup
Attessa Capital LLC5,231$392K0.25%013F-HRTimeline
COUNTRY CLUB BANK5,256$392K0.02%013F-HRTimeline
Partnership Wealth Management, LLC5,201$390K0.32%+56713F-HRTimeline
Horst & Graben Wealth Management LLC5,169$387K0.06%+7713F-HRTimeline
Quantinno Capital Management LP5,111$383K<0.01%-19013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…5,106$383K<0.01%013F-HRTimeline
F/m Investments LLC5,051$379K0.01%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,052$378K0.01%-3,49613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…5,045$378K0.01%+81613F-HRTimeline
Outlook Wealth Advisors, LLC5,043$378K0.1%-16113F-HRTimeline
BCK Partners, Inc.5,039$377K0.22%-39113F-HRTimeline
Fisher Asset Management, LLC5,035$377K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC5,026$376K0.05%+18413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,013$375K<0.01%+43213F-HRTimeline
ARQ WEALTH ADVISORS, LLC5,512$375K0.13%013F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …4,897$367K0.21%-95513F-HRTimeline
Clearstead Advisors, LLC4,894$367K0.01%-9,03513F-HRTimeline
Post Resch Tallon Group Inc.4,869$365K0.35%013F-HRTimeline
Falcon Wealth Planning4,865$364K0.04%-38713F-HRTimeline
HUB Investment Partners, LLC4,845$363K0.01%-5713F-HRTimeline
Quadcap Wealth Management, LLC4,823$361K0.05%-59913F-HRTimeline
Triumph Capital Management4,812$360K0.11%-26613F-HR/ATimeline
GPS Wealth Strategies Group, LLC4,803$360K0.04%-5113F-HRTimeline
Wilson & Boucher Capital Management, LLC4,800$359K0.25%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,736$355K0.02%-60113F-HR/ATimeline
Wedmont Private Capital4,676$354K0.02%013F-HRTimeline
Gradient Capital Advisors, LLC4,712$353K0.1%013F-HRTimeline
Beaumont Financial Advisors, LLC4,697$352K0.03%013F-HRTimeline
TFG Advisers LLC4,677$350K0.12%+2313F-HRTimeline
Capital Investment Advisors, LLC4,624$346K0.01%+113F-HR/ATimeline
McKinley Carter Wealth Services, Inc.4,595$344K0.02%-1,27013F-HRTimeline
Broadway Wealth Solutions, Inc.4,501$337K0.21%-16713F-HRTimeline
Retirement Planning Group, LLC4,482$336K0.01%013F-HRTimeline
WJ Wealth Management, LLC4,444$333K0.11%-22613F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,421$331K0.01%013F-HRTimeline
IFP Advisors, Inc4,417$331K0.01%-7013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,405$330K0.01%-5913F-HRTimelineGroup
Empower Advisory Group, LLC4,362$327K<0.01%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …4,165$324K0.01%+7613F-HRTimelineGroup
First Heartland Consultants, Inc.4,323$324K0.03%-1,19713F-HRTimeline
OMNI 360 Wealth, Inc.4,291$321K0.2%+2113F-HR/ATimeline
Johnson Bixby & Associates, LLC4,265$319K0.04%-54313F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.4,175$313K0.18%013F-HRTimeline
Richard P Slaughter Associates Inc4,167$312K0.06%-1,73813F-HRTimeline
Orin Green Financial, LLC4,149$311K0.13%013F-HRTimeline
WORLD EQUITY GROUP, INC.4,097$307K0.08%-1,38313F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.4,094$307K0.21%+913F-HRTimeline
Balboa Wealth Partners4,000$300K0.06%new13F-HRTimeline
Legacy Wealth Management, LLC / MS3,969$297K0.09%-3,44313F-HRTimeline
Focused Wealth Management, Inc3,931$294K0.04%-9513F-HRTimeline
Range Financial Group LLC3,848$288K0.11%+52113F-HRTimeline
Brooklyn Investment Group3,827$287K0.04%+2,03513F-HR/ATimeline
Brewster Financial Planning LLC3,821$286K0.19%-10913F-HRTimeline
Clear Harbor Asset Management, LLC3,819$286K0.02%013F-HRTimeline
Laraway Financial Advisors Inc3,817$286K0.22%+53313F-HRTimeline
KPP Advisory Services LLC3,692$277K0.05%new13F-HR/ATimeline
Future Financial Wealth Managment LLC3,687$276K0.19%013F-HRTimeline
Trademark Financial Management, LLC3,623$271K0.17%-10713F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC3,606$270K0.03%013F-HRTimeline
One Wealth Advisors, LLC3,596$269K0.04%-6313F-HRTimeline
Fortress Wealth Management, Inc.3,592$269K0.13%013F-HRTimeline
Pine Valley Investments Ltd Liability Co3,510$263K0.02%013F-HRTimeline
Aspen Wealth Management LLC3,503$262K0.07%-1313F-HRTimeline
Orion Porfolio Solutions, LLC3,500$262K<0.01%-39,27413F-HR/ATimeline
TSFG, LLC3,504$262K0.05%013F-HRTimeline
SMI Advisory Services, LLC3,445$261K0.05%013F-HRTimeline
Qube Research & Technologies Ltd3,464$259K<0.01%+88913F-HRTimeline
McNaughton Wealth Management, LLC3,439$258K0.11%013F-HRTimeline
Global Wealth Management Investment Adv…3,411$255K0.05%new13F-HRTimeline
CRA Financial Services, LLC3,338$250K0.04%+113F-HRTimeline
Formidable Asset Management, LLC3,672$250K0.04%013F-HRTimeline
Buska Wealth Management, LLC3,292$247K0.07%new13F-HRTimeline
Capital Market Strategies LLC3,286$246K0.17%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP3,290$246K<0.01%-5013F-HRTimeline
Apriem Advisors3,269$245K0.03%new13F-HRTimeline
TRUE Private Wealth Advisors3,252$244K0.03%-25813F-HRTimeline
WFA of San Diego, LLC3,234$242K0.18%13F-HRTimeline
SBI Securities Co., Ltd.3,198$239K0.01%+7513F-HRTimeline
Kaufman Rossin Wealth, LLC3,177$238K0.15%new13F-HRTimeline
Red Door Wealth Management, LLC3,172$238K0.03%+1013F-HRTimeline
Opes Wealth Management LLC3,030$227K0.04%013F-HRTimeline
AVISO WEALTH MANAGEMENT3,020$226K0.11%new13F-HRTimeline
BOKF, NAin group BOKF, NA3,000$225K<0.01%013F-HRTimelineGroup
Lumbard & Kellner, LLC2,988$224K0.1%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,953$221K0.04%-79213F-HRTimeline
Trevian Wealth Management LLC2,927$219K0.13%new13F-HRTimeline
COOKSON PEIRCE & CO INC2,890$216K0.01%new13F-HRTimeline
Flagship Private Wealth, LLC2,873$215K0.09%new13F-HR/ATimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA2,838$213K0.03%new13F-HRTimelineGroup
Essex LLC2,825$212K0.04%new13F-HRTimeline
FSA Advisors, Inc.2,791$209K0.17%new13F-HRTimeline
Horizon Wealth Management, LLC2,776$208K0.04%new13F-HRTimeline
Parisi Gray Wealth Management2,763$207K0.06%new13F-HRTimeline
Emergent Wealth Advisors, LLC2,739$205K0.13%-22113F-HRTimeline
MBM WEALTH CONSULTANTS, LLC2,729$204K0.05%new13F-HRTimeline
Hoese & Co LLP2,721$204K0.16%013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…2,681$201K0.18%new13F-HRTimeline
ATWOOD & PALMER INC2,548$191K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC2,499$187K0.04%013F-HR/ATimeline
JNBA Financial Advisors2,489$186K0.02%-7413F-HRTimeline
Sunbelt Securities, Inc.2,486$178K0.02%013F-HRTimeline
Arax Advisory Partners2,354$176K0.01%013F-HRTimeline
CX Institutional2,335$175K0.01%013F-HR/ATimeline
MAI Capital Management2,308$173K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,287$171K<0.01%+1113F-HRTimelineGroup
Richard W. Paul & Associates, LLC2,210$166K0.06%013F-HRTimeline
Copia Wealth Management2,199$165K0.14%013F-HRTimeline
SIGNATUREFD, LLC2,069$155K<0.01%+113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,034$152K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sherman Asset Management, Inc.1,973$148K0.13%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,913$143K<0.01%-20313F-HRTimeline
Glenmede Investment Management, LP1,789$134K<0.01%13F-HRTimeline
MONTAG A & ASSOCIATES INC1,756$132K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,576$118K<0.01%+60013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,566$117K<0.01%013F-HRTimelineGroup
Tidemark, LLC1,545$116K0.04%-21513F-HRTimeline
Cherry Tree Wealth Management, LLC1,529$115K0.03%013F-HRTimeline
Global Trust Asset Management, LLC1,507$113K0.06%013F-HRTimeline
LANARK FINANCIAL, INC.1,410$105K0.01%013F-HRTimeline
Paladin Advisory Group, LLC1,191$89.2K0.07%+2913F-HRTimeline
Plante Moran Financial Advisors, LLC1,112$83.3K0.01%013F-HRTimeline
WealthCollab, LLC1,106$82.8K0.05%013F-HRTimeline
HOWE & RUSLING INC1,052$78.8K0.01%013F-HRTimeline
Compass Financial Services Inc1,045$78.3K0.04%+313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…967$72.4K<0.01%+2713F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC958$71.7K<0.01%+13513F-HR/ATimeline
Quest 10 Wealth Builders, Inc.931$69.7K0.07%-2813F-HRTimeline
HHM Wealth Advisors, LLC827$61.9K0.01%013F-HRTimeline
North Star Investment Management Corp.778$58.2K<0.01%+313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.749$56.1K<0.01%new13F-HRTimelineGroup
Iron Horse Wealth Management, LLC748$56K0.02%-1213F-HRTimeline
NFSG Corp740$55.4K0.01%013F-HRTimeline
WealthTrak Capital Management LLC669$50.1K0.04%+29313F-HRTimeline
TRUST CO OF TOLEDO NA /OH/609$45.6K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC584$43.7K<0.01%013F-HRTimelineGroup
Accredited Wealth Management, LLC576$43.1K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management567$42.5K<0.01%-14013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners552$41.3K0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\536$40.1K<0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…500$37.4K<0.01%new13F-HRTimelineGroup
MGB Wealth Management, LLC500$37.3K0.01%-1,38513F-HRTimeline
GHP Investment Advisors, Inc.489$36.6K<0.01%+213F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.483$36.2K0.01%013F-HRTimeline