Skip to content
Disclosery

SPTM SPDR SERIES TRUST

Follow

SHS (fund)

729 managers (737 13F filers) reported a position in SPTM shares at 2025-12-31, 98,778,643 shares in all. 51 filers opened a position and 34 filers sold out during the quarter.

Managers
729
13F filers
737
New
51
Added
239
Reduced
258
Sold out
34
Shares held by filers
98,778,643

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA8,988$742K<0.01%+1,02113F-HRTimelineGroup
Manhattan West Asset Management, LLC8,966$740K0.15%-21213F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC8,937$737K0.34%13F-HRTimeline
CacheTech Inc.8,920$736K0.14%-65313F-HRTimeline
SlateStone Wealth, LLC8,805$726K0.06%013F-HRTimeline
MBE Wealth Management, LLC8,759$723K0.3%-76613F-HRTimeline
Stonebrook Private Inc.8,722$720K0.15%+713F-HRTimeline
CogentBlue Wealth Advisors, LLC8,666$715K0.49%013F-HRTimeline
Barnes Wealth Management Group, Inc8,643$713K0.38%+3313F-HRTimeline
Berger Financial Group, Inc8,629$712K0.04%-10713F-HRTimeline
CoreCap Advisors, LLC8,575$707K0.02%-16213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC8,431$696K0.07%-1,95013F-HRTimelineGroup
Crusonia Wealth Advisors LLC8,187$675K0.15%13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC8,180$675K0.08%-96213F-HRTimeline
Strive Financial Group ,LLC8,150$672K0.36%13F-HR/ATimeline
Burns Matteson Capital Management, LLC8,110$669K0.27%-83413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT7,930$654K0.01%+3,35913F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding7,854$651K+2,418Timeline
Vigilare Wealth Management7,831$646K0.22%+24113F-HRTimeline
Stirlingshire Investments, Inc.7,738$638K0.57%13F-HRTimeline
RFG Holdings, Inc.7,703$635K0.16%013F-HRTimeline
GSG Advisors LLC7,673$633K0.16%+2213F-HRTimeline
Foundations Investment Advisors, LLC7,649$631K0.01%-1,14613F-HRTimeline
JERICHO FINANCIAL, LLP7,649$631K0.38%-1,45913F-HRTimeline
Wise Wealth Partners7,598$627K0.9%+313F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC7,559$624K0.19%-12013F-HRTimeline
COMERICA BANK7,436$613K<0.01%-3513F-HRTimeline
Destiny Wealth Partners, LLC7,280$612K0.07%-50713F-HRTimeline
CHOREO, LLC7,317$608K0.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,344$606K0.01%-2,37813F-HRTimelineGroup
Echo Wealth Management, LLC7,219$596K0.35%-1,64113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,042$581K0.01%+313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources6,978$576K<0.01%-513F-HRTimelineGroup
SpringVest Wealth Management LLC6,946$573K0.4%013F-HRTimeline
Thompson David Blair6,670$550K0.31%13F-HRTimeline
Successful Portfolios LLC6,492$546K0.28%+6113F-HRTimeline
Prime Capital Investment Advisors, LLC6,587$543K0.01%013F-HRTimeline
Pasadena Private Wealth, LLC6,520$538K0.07%013F-HRTimeline
Patten Group, Inc.6,454$532K0.1%-13313F-HRTimeline
Glassman Wealth Services6,430$530K0.07%013F-HRTimeline
Sigma Planning Corp6,387$527K0.01%-11513F-HRTimeline
VISTA INVESTMENT MANAGEMENT6,373$526K0.17%-19913F-HRTimeline
AIFG Consultants Ltd.6,322$522K0.9%-1,84413F-HRTimeline
Laraway Financial Advisors Inc6,316$521K0.34%+1,07713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,268$517K<0.01%-1,49313F-HRTimelineGroup
Goodman Financial Corp6,231$514K0.1%+8113F-HRTimeline
Wiser Wealth Management, Inc6,207$512K0.11%-56813F-HRTimeline
Crumly & Associates Inc.6,186$510K0.11%013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS6,106$509K0.26%-7313F-HRTimeline
Graetz Wealth LLC6,116$505K0.46%13F-HRTimeline
Kelman-Lazarov, Inc.6,086$502K0.07%+313F-HRTimeline
RDA Financial Network6,074$501K0.12%-3213F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/5,983$494K<0.01%013F-HRTimeline
Bluespring Wealth Management, LLC5,875$485K0.04%013F-HRTimeline
Intrepid Financial Planning Group LLC5,793$478K0.18%-5113F-HRTimeline
Pinnacle Wealth Management Group, Inc.5,752$475K0.24%+613F-HRTimeline
Keystone Financial Group5,737$473K0.04%+313F-HRTimeline
Orion Porfolio Solutions, LLC5,735$473K<0.01%+2,10513F-HRTimeline
One Wealth Map LLC5,594$472K0.24%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC5,709$471K0.17%-7913F-HRTimeline
Colonial River Investments, LLC5,680$469K0.17%-1,74313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,644$466K0.02%-1,46913F-HRTimelineGroup
Fusion Capital, LLC5,578$460K0.13%-22113F-HRTimeline
Ridgeline Wealth, LLC5,514$455K0.32%+2013F-HRTimeline
Raleigh Capital Management Inc.5,459$450K0.16%+5913F-HRTimeline
MGO ONE SEVEN LLC5,454$450K0.01%013F-HRTimeline
Retirement Planning Group, LLC5,445$449K0.01%+94413F-HRTimeline
Vawter Financial, Ltd.5,431$448K0.19%013F-HR/ATimeline
Partnership Wealth Management, LLC5,422$447K0.32%+15713F-HRTimeline
Horst & Graben Wealth Management LLC5,380$444K0.07%-1113F-HRTimeline
Stone Wealth Partners5,378$444K0.4%13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC5,306$438K0.19%-18413F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC5,276$435K0.21%-4313F-HRTimeline
Crew Capital Management, Ltd5,275$435K0.27%+7213F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,236$432K0.16%-4013F-HRTimeline
Synergy Investment Management, LLC5,201$429K0.15%+313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…5,187$428K0.01%+2713F-HRTimeline
Attessa Capital LLC5,181$427K0.23%-5013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC5,155$425K0.06%-64013F-HRTimeline
WAYSTONE ADVISORS LLC5,146$425K0.36%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…5,106$421K<0.01%013F-HRTimeline
Seven Springs Wealth Group, LLC5,091$420K0.12%013F-HRTimeline
Rockwood Wealth Management, LLC5,031$415K0.03%-1,76613F-HRTimeline
Lloyd Advisory Services, LLC.5,028$415K0.16%+1,17113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.5,000$412K<0.01%new13F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC4,963$409K0.11%-2713F-HRTimeline
Range Advisory, LLC4,920$406K0.1%13F-HRTimeline
Post Resch Tallon Group Inc.4,904$405K0.34%+4513F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …4,793$403K0.01%-7313F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC4,862$401K0.16%-1,00113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,859$401K0.01%-8513F-HRTimeline
Wilson & Boucher Capital Management, LLC4,800$396K0.26%013F-HRTimeline
Empowered Funds, LLC4,796$396K0.01%new13F-HR/ATimeline
Trademark Financial Management, LLC4,794$396K0.22%+96813F-HRTimeline
HRT FINANCIAL LP4,781$394K<0.01%-48,28713F-HRTimeline
Wedmont Private Capital4,676$391K0.01%013F-HRTimeline
Outlook Wealth Advisors, LLC4,723$390K0.09%-14713F-HRTimeline
Triumph Capital Management4,718$389K0.08%-1113F-HRTimeline
Beaumont Financial Advisors, LLC4,710$389K0.03%+1313F-HRTimeline
Adams Wealth Management4,666$385K0.08%-65313F-HRTimeline
Gradient Capital Advisors, LLC4,615$381K0.1%-9713F-HRTimeline
Gross & Hartman Investments LLC4,607$380K0.22%13F-HRTimeline
Summit Financial, LLC4,562$376K0.01%new13F-HRTimeline
Sherman Wealth Management LLC4,536$374K0.33%13F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,519$373K<0.01%+49913F-HRTimelineGroup
Broadway Wealth Solutions, Inc.4,509$372K0.2%-9713F-HRTimeline
Quadcap Wealth Management, LLC4,487$370K0.04%-3213F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,421$365K0.01%013F-HRTimeline
Beacon Capital Management, LLC4,415$364K0.06%-69013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,314$356K0.01%013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,304$355K<0.01%013F-HRTimelineGroup
Falcon Wealth Planning4,284$353K0.03%-2013F-HRTimeline
Balance Wealth Partners LLC4,268$352K0.11%new13F-HRTimeline
BCK Partners, Inc.4,242$350K0.19%-73613F-HRTimeline
Johnson Bixby & Associates, LLC4,223$348K0.04%-4213F-HRTimeline
HUB Investment Partners, LLC4,201$347K0.01%-2,16113F-HRTimeline
McKinley Carter Wealth Services, Inc.4,192$346K0.02%-36113F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.4,175$344K0.19%013F-HRTimeline
IFP Advisors, Inc4,156$343K0.01%-9213F-HRTimeline
Legacy Wealth Management, LLC / MS4,155$343K0.09%+18613F-HRTimeline
Integrated Advisors Network LLC4,029$332K0.01%-11513F-HRTimeline
Balboa Wealth Partners4,000$330K0.05%013F-HRTimeline
Core Wealth Management, Inc.3,906$322K0.1%new13F-HRTimeline
Gambit Capital Management, LLC3,899$322K0.23%13F-HRTimeline
Orin Green Financial, LLC3,890$321K0.13%013F-HRTimeline
Capital Investment Advisors, LLC3,870$319K<0.01%-5,44113F-HRTimeline
First Heartland Consultants, Inc.3,832$316K0.02%+113F-HRTimeline
J.W. COLE ADVISORS, INC.5,656$315K0.01%+7513F-HRTimeline
Efficient Advisors, LLC3,821$315K0.02%new13F-HR/ATimeline
Brewster Financial Planning LLC3,821$315K0.19%013F-HRTimeline
Clear Harbor Asset Management, LLC3,819$315K0.02%013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.3,813$315K0.19%-29013F-HRTimeline
OMNI 360 Wealth, Inc.3,684$309K0.16%-86113F-HRTimeline
Range Financial Group LLC3,730$308K0.11%+21813F-HRTimeline
Midwest Trust Co3,726$307K<0.01%new13F-HRTimeline
Altar Rock LLC3,707$306K0.37%13F-HRTimeline
Future Financial Wealth Managment LLC3,679$303K0.2%-813F-HRTimeline
Emergent Wealth Advisors, LLC3,659$302K0.17%+2213F-HRTimeline
Accurate Wealth Management, LLC3,580$301K0.04%+83613F-HRTimeline
Kilter Group LLC3,631$300K0.13%+1013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC3,606$297K0.03%013F-HRTimeline
One Wealth Advisors, LLC3,596$297K0.04%013F-HRTimeline
Formidable Asset Management, LLC3,672$296K0.04%013F-HRTimeline
Focused Wealth Management, Inc3,583$296K0.03%-15013F-HRTimeline
F/m Investments LLC3,582$295K0.01%013F-HRTimeline
Intelligence Driven Advisers, LLC3,540$292K0.04%-4613F-HRTimeline
KPP Advisory Services LLC3,527$291K0.04%-23713F-HRTimeline
Aspen Wealth Management LLC3,515$290K0.06%+113F-HRTimeline
FSA Advisors, Inc.3,443$290K0.2%new13F-HRTimeline
Pine Valley Investments Ltd Liability Co3,510$290K0.01%013F-HRTimeline
CRA Financial Services, LLC3,440$284K0.04%+113F-HRTimeline
McNaughton Wealth Management, LLC3,435$283K0.12%-413F-HRTimeline
XY Planning Network, Inc.3,418$282K0.05%new13F-HRTimeline
Richard P Slaughter Associates Inc3,416$282K0.06%-12613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,363$277K<0.01%+32113F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,300$272K0.09%+65313F-HRTimeline
Buska Wealth Management, LLC3,278$270K0.1%013F-HRTimeline
TRUE Private Wealth Advisors3,260$269K0.03%+513F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC3,228$266K0.03%013F-HRTimeline
WFA of San Diego, LLC3,217$265K0.19%-1713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP3,205$264K<0.01%-5013F-HRTimeline
WORLD EQUITY GROUP, INC.3,197$264K0.07%-52413F-HRTimeline
Red Door Wealth Management, LLC3,190$263K0.03%+1013F-HRTimeline
Kaufman Rossin Wealth, LLC3,177$262K0.14%013F-HRTimeline
Meridian Wealth Management, LLC3,176$262K0.01%+49413F-HRTimeline
TWO SIGMA SECURITIES, LLC3,163$261K0.04%-17813F-HRTimeline
SBI Securities Co., Ltd.3,134$259K0.01%+613F-HRTimeline
Advisor Resource Council3,052$257K0.09%new13F-HRTimeline
CX Institutional3,064$253K0.01%-65813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,030$250K<0.01%013F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC3,019$249K<0.01%new13F-HRTimelineGroup
BOKF, NAin group BOKF, NA3,000$248K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,997$247K<0.01%+72013F-HRTimelineGroup
SMI Advisory Services, LLC2,926$247K0.04%-51913F-HRTimeline
Sightline Wealth Advisors, LLC2,942$243K0.1%-2,53513F-HRTimeline
Trevian Wealth Management LLC2,927$241K0.11%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,910$240K<0.01%+1,19713F-HRTimeline
Opes Wealth Management LLC3,027$239K0.04%013F-HRTimeline
COOKSON PEIRCE & CO INC2,890$238K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,879$238K<0.01%+40213F-HRTimelineGroup
HB Wealth Management, LLC2,856$236K<0.01%013F-HRTimeline
Atala Financial Inc1,710$235K0.15%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,821$233K<0.01%013F-HRTimelineGroup
Parisi Gray Wealth Management2,804$231K0.05%+1713F-HRTimeline
HBE Wealth Management, LLC2,800$231K0.22%13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,778$229K0.03%-10213F-HRTimeline
Horizon Wealth Management, LLC2,776$229K0.04%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,750$227K0.01%+99413F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,750$226K0.03%new13F-HRTimeline
Hoese & Co LLP2,721$224K0.16%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC2,716$224K0.05%013F-HRTimeline
Plus Group Wealth Advisors LLC2,714$224K0.25%13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,602$215K<0.01%013F-HRTimeline
Gladstone Institutional Advisory LLC2,576$213K0.01%-2,48813F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,576$213K0.01%new13F-HRTimelineGroup
QUARRY HILL ADVISORS, LLC2,545$210K0.1%013F-HRTimeline
Savvy Advisors, Inc.2,522$208K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.2,520$208K0.02%013F-HRTimeline
Truepoint, Inc.2,491$206K<0.01%-3,00013F-HRTimeline
Sunbelt Securities, Inc.2,486$205K0.01%013F-HRTimeline