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Disclosery

SPTM SPDR SERIES TRUST

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SHS (fund)

665 managers (673 13F filers) reported a position in SPTM shares at 2025-09-30, 90,939,615 shares in all. 58 filers opened a position and 27 filers sold out during the quarter.

Managers
665
13F filers
673
New
58
Added
217
Reduced
274
Sold out
27
Shares held by filers
90,939,615

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Wise Wealth Partners7,595$613K0.93%+213F-HRTimeline
Vigilare Wealth Management7,590$612K0.21%+72813F-HRTimeline
COMERICA BANK7,471$603K<0.01%-4813F-HRTimeline
Colonial River Investments, LLC7,423$599K0.22%-36713F-HRTimeline
CHOREO, LLC7,317$590K0.01%-65413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,113$574K0.02%-3,14413F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP7,039$568K0.01%+313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources6,983$563K<0.01%-5,47113F-HRTimelineGroup
SpringVest Wealth Management LLC6,946$560K0.41%013F-HRTimeline
Rockwood Wealth Management, LLC6,797$548K0.04%-18213F-HRTimeline
Wiser Wealth Management, Inc6,775$546K0.12%-68213F-HRTimeline
Patten Group, Inc.6,587$531K0.1%-6213F-HRTimeline
Prime Capital Investment Advisors, LLC6,587$531K0.01%+4113F-HRTimeline
VISTA INVESTMENT MANAGEMENT6,572$530K0.19%-2113F-HRTimeline
Pasadena Private Wealth, LLC6,520$526K0.08%013F-HRTimeline
Sigma Planning Corp6,502$524K0.01%-25713F-HRTimeline
Constant Guidance Financial LLC6,492$524K0.42%new13F-HRTimeline
Successful Portfolios LLC6,431$519K0.3%-9813F-HRTimeline
Glassman Wealth Services6,430$519K0.07%013F-HRTimeline
HUB Investment Partners, LLC6,362$513K0.02%+1,51713F-HRTimeline
Janney Montgomery Scott LLC6,256$505K<0.01%-3,89213F-HRTimeline
BRIGHTON JONES LLC6,262$505K0.01%-22113F-HRTimeline
Crumly & Associates Inc.6,186$499K0.11%-86213F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS6,179$498K0.29%+1313F-HRTimeline
Goodman Financial Corp6,150$496K0.1%+81413F-HRTimeline
RDA Financial Network6,106$492K0.12%-1013F-HRTimeline
Kelman-Lazarov, Inc.6,083$491K0.07%-7813F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/5,983$483K<0.01%013F-HRTimeline
Fusion Capital, LLC5,799$478K0.14%-31213F-HRTimeline
Bluespring Wealth Management, LLC5,875$474K0.04%-60513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC5,863$473K0.13%-31113F-HR/ATimeline
Intrepid Financial Planning Group LLC5,844$471K0.18%013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC5,795$467K0.07%-61213F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC5,788$467K0.17%-19413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,748$464K0.03%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.5,746$463K0.24%+113F-HRTimeline
Keystone Financial Group5,734$462K0.04%-4613F-HR/ATimeline
One Wealth Map LLC5,594$461K0.24%013F-HRTimeline
J.W. COLE ADVISORS, INC.5,581$450K0.01%+613F-HRTimeline
Ridgeline Wealth, LLC5,494$443K0.33%-4313F-HRTimeline
Truepoint, Inc.5,491$443K0.01%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC5,490$443K0.2%-18013F-HRTimeline
Sightline Wealth Advisors, LLC5,477$442K0.2%-11313F-HRTimeline
MGO ONE SEVEN LLC5,454$440K0.01%-2,43813F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding5,436$438K+2,598Timeline
Vawter Financial, Ltd.5,431$438K0.2%new13F-HR/ATimeline
Raleigh Capital Management Inc.5,400$435K0.17%-41713F-HRTimeline
Horst & Graben Wealth Management LLC5,391$435K0.07%+22213F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC5,319$429K0.22%-62013F-HRTimeline
Adams Wealth Management5,319$429K0.09%-57313F-HRTimeline
Clearstead Advisors, LLC5,315$429K0.01%+42113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,276$425K0.17%-27413F-HRTimeline
Partnership Wealth Management, LLC5,265$425K0.33%+6413F-HRTimeline
Fisher Asset Management, LLC5,260$424K<0.01%+22513F-HRTimeline
Laraway Financial Advisors Inc5,239$422K0.29%+1,42213F-HRTimeline
COUNTRY CLUB BANK5,256$422K0.03%013F-HRTimeline
Attessa Capital LLC5,231$422K0.25%013F-HRTimeline
Crew Capital Management, Ltd5,203$420K0.28%-4,22913F-HRTimeline
Synergy Investment Management, LLC5,198$419K0.16%-72713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…5,160$416K0.01%+11513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…5,106$412K<0.01%013F-HRTimeline
Beacon Capital Management, LLC5,105$412K0.06%+7913F-HRTimeline
Seven Springs Wealth Group, LLC5,091$411K0.1%new13F-HRTimeline
Gladstone Institutional Advisory LLC5,064$408K0.02%-1,29913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,014$404K<0.01%+113F-HRTimeline
ARQ WEALTH ADVISORS, LLC4,990$402K0.12%-52213F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …4,866$402K0.01%+70113F-HRTimelineGroup
BCK Partners, Inc.4,978$401K0.22%-6113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,944$399K0.01%-10813F-HRTimeline
Outlook Wealth Advisors, LLC4,870$393K0.1%-17313F-HRTimeline
Post Resch Tallon Group Inc.4,859$392K0.35%-1013F-HRTimeline
Wilson & Boucher Capital Management, LLC4,800$387K0.25%013F-HRTimeline
Triumph Capital Management4,729$381K0.1%-8313F-HR/ATimeline
Gradient Capital Advisors, LLC4,712$380K0.1%013F-HRTimeline
Beaumont Financial Advisors, LLC4,697$379K0.03%013F-HRTimeline
Wedmont Private Capital4,676$379K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC4,688$378K0.04%-11513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,686$378K0.02%-5013F-HRTimeline
Broadway Wealth Solutions, Inc.4,606$372K0.21%+10513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,571$369K0.01%-4,78213F-HRTimeline
McKinley Carter Wealth Services, Inc.4,553$367K0.02%-4213F-HRTimeline
OMNI 360 Wealth, Inc.4,545$367K0.21%+25413F-HRTimeline
Quadcap Wealth Management, LLC4,519$364K0.04%-30413F-HRTimeline
Retirement Planning Group, LLC4,501$363K0.01%+1913F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,421$357K0.01%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,362$352K<0.01%013F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,314$348K0.01%-97513F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,304$347K<0.01%new13F-HRTimelineGroup
Falcon Wealth Planning4,304$347K0.03%-56113F-HRTimeline
Johnson Bixby & Associates, LLC4,265$344K0.04%013F-HRTimeline
IFP Advisors, Inc4,248$343K0.01%-16913F-HR/ATimeline
WASHBURN CAPITAL MANAGEMENT, INC.4,175$337K0.19%013F-HRTimeline
Integrated Advisors Network LLC4,144$334K0.01%new13F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.4,103$331K0.21%+913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,020$324K0.01%-38513F-HRTimelineGroup
Balboa Wealth Partners4,000$323K0.06%013F-HRTimeline
Legacy Wealth Management, LLC / MS3,969$320K0.1%013F-HRTimeline
Orin Green Financial, LLC3,890$314K0.13%-25913F-HRTimeline
Total Wealth Planning, LLC3,879$313K0.04%new13F-HRTimeline
Lloyd Advisory Services, LLC.3,857$311K0.15%-1,48313F-HRTimeline
First Heartland Consultants, Inc.3,831$309K0.02%-49213F-HRTimeline
Trademark Financial Management, LLC3,826$309K0.18%+20313F-HRTimeline
Brewster Financial Planning LLC3,821$308K0.19%013F-HRTimeline
Clear Harbor Asset Management, LLC3,819$308K0.02%013F-HR/ATimeline
KPP Advisory Services LLC3,764$304K0.05%+7213F-HRTimeline
Focused Wealth Management, Inc3,733$301K0.03%-19813F-HRTimeline
WORLD EQUITY GROUP, INC.3,721$300K0.07%-37613F-HRTimeline
CX Institutional3,722$300K0.01%+1,38713F-HRTimeline
Future Financial Wealth Managment LLC3,687$297K0.19%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Emergent Wealth Advisors, LLC3,637$293K0.17%+89813F-HRTimeline
Orion Porfolio Solutions, LLC3,630$293K<0.01%+13013F-HRTimeline
Kilter Group LLC3,621$292K0.14%new13F-HRTimeline
One Wealth Advisors, LLC3,596$290K0.04%013F-HRTimeline
Fortress Wealth Management, Inc.3,592$290K0.13%013F-HRTimeline
Intelligence Driven Advisers, LLC3,586$289K0.04%new13F-HRTimeline
F/m Investments LLC3,582$289K0.01%-1,46913F-HRTimeline
Richard P Slaughter Associates Inc3,542$286K0.06%-62513F-HRTimeline
Brooklyn Investment Group3,827$285K0.04%013F-HR/ATimeline
Aspen Wealth Management LLC3,514$283K0.06%+1113F-HRTimeline
Range Financial Group LLC3,512$283K0.1%-33613F-HRTimeline
Pine Valley Investments Ltd Liability Co3,510$283K0.01%013F-HRTimeline
SMI Advisory Services, LLC3,445$279K0.05%013F-HRTimeline
McNaughton Wealth Management, LLC3,439$277K0.12%013F-HRTimeline
CRA Financial Services, LLC3,439$277K0.04%+10113F-HRTimeline
Formidable Asset Management, LLC3,672$275K0.04%013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC3,606$270K0.03%013F-HRTimeline
TWO SIGMA SECURITIES, LLC3,341$269K0.04%new13F-HRTimeline
Buska Wealth Management, LLC3,278$264K0.08%-1413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP3,255$263K<0.01%-3513F-HRTimeline
TRUE Private Wealth Advisors3,255$263K0.03%+313F-HRTimeline
WFA of San Diego, LLC3,234$261K0.18%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC3,228$260K0.03%new13F-HRTimeline
Red Door Wealth Management, LLC3,180$257K0.03%+813F-HRTimeline
Kaufman Rossin Wealth, LLC3,177$256K0.14%013F-HRTimeline
SBI Securities Co., Ltd.3,128$252K0.01%-7013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,042$245K<0.01%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,030$244K<0.01%new13F-HRTimelineGroup
Opes Wealth Management LLC3,027$244K0.04%-313F-HRTimeline
AVISO WEALTH MANAGEMENT3,020$244K0.11%013F-HRTimeline
BOKF, NAin group BOKF, NA3,000$242K<0.01%013F-HRTimelineGroup
Trevian Wealth Management LLC2,927$236K0.13%013F-HRTimeline
COOKSON PEIRCE & CO INC2,890$233K0.01%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,880$232K0.03%-7313F-HRTimeline
HB Wealth Management, LLC2,856$230K<0.01%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,821$228K<0.01%new13F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL2,814$227K<0.01%-2,52213F-HR/ATimeline
Parisi Gray Wealth Management2,787$225K0.06%+2413F-HRTimeline
CONGRESS ASSET MANAGEMENT CO2,778$224K<0.01%new13F-HRTimeline
Horizon Wealth Management, LLC2,776$224K0.03%013F-HRTimeline
Accurate Wealth Management, LLC2,744$220K0.03%new13F-HRTimeline
Hoese & Co LLP2,721$219K0.17%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC2,716$219K0.05%-1313F-HRTimeline
Meridian Wealth Management, LLC2,682$216K0.01%new13F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…2,681$216K0.18%013F-HRTimeline
Flagship Private Wealth, LLC2,680$216K0.09%-19313F-HRTimeline
NovaPoint Capital, LLC2,675$216K0.05%new13F-HRTimeline
Compass Ion Advisors, LLC2,664$215K0.02%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC2,647$214K0.07%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,602$210K<0.01%new13F-HRTimeline
QUARRY HILL ADVISORS, LLC2,545$205K0.11%new13F-HRTimeline
Prospera Financial Services Inc2,525$204K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.2,520$203K0.02%+1,11013F-HRTimeline
Prestige Wealth Management Group LLC2,499$202K0.04%013F-HR/ATimeline
JNBA Financial Advisors2,489$201K0.02%013F-HRTimeline
Sunbelt Securities, Inc.2,486$200K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,477$200K<0.01%+1,94113F-HRTimelineGroup
Qube Research & Technologies Ltd2,320$187K<0.01%-1,14413F-HRTimeline
MAI Capital Management2,308$186K<0.01%013F-HRTimeline
ATWOOD & PALMER INC2,298$185K0.01%-25013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,277$184K<0.01%-1013F-HRTimelineGroup
Longview Financial Advisors LLC2,239$181K0.1%new13F-HRTimeline
SIGNATUREFD, LLC2,070$167K<0.01%+113F-HRTimeline
Copia Wealth Management2,049$165K0.12%-15013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,034$164K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sherman Asset Management, Inc.1,973$159K0.14%013F-HRTimeline
Glenmede Investment Management, LP1,789$144K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,756$142K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,713$138K<0.01%-20013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,576$127K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC1,529$123K0.03%013F-HRTimeline
Global Trust Asset Management, LLC1,507$122K0.05%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,449$117K<0.01%-11713F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC1,348$109K<0.01%new13F-HRTimelineGroup
Tidemark, LLC1,118$90.2K0.03%-42713F-HRTimeline
Plante Moran Financial Advisors, LLC1,112$89.7K0.01%013F-HRTimeline
WealthCollab, LLC1,106$89.2K0.04%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC1,095$88.3K0.04%new13F-HRTimeline
HOWE & RUSLING INC1,052$84.8K0.01%013F-HRTimeline
Compass Financial Services Inc1,048$84.6K0.04%+313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,005$81K<0.01%-15,96013F-HRTimelineGroup
Capital Investment Advisory Services, L…993$80.1K0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP976$78.7K0.01%+60013F-HRTimeline
Quest 10 Wealth Builders, Inc.915$73.8K0.07%-1613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC913$73.6K<0.01%-4513F-HRTimeline
HHM Wealth Advisors, LLC827$66.7K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.822$66.3K0.04%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…813$65.6K<0.01%-15413F-HRTimelineGroup
North Star Investment Management Corp.780$62.9K<0.01%+213F-HRTimeline
NFSG Corp740$59.7K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/609$49.1K<0.01%013F-HRTimeline