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Disclosery

SPTM SPDR SERIES TRUST

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SHS (fund)

741 managers (750 13F filers) reported a position in SPTM shares at 2026-03-31, 100,566,995 shares in all. 54 filers opened a position and 40 filers sold out during the quarter.

Managers
741
13F filers
750
New
54
Added
276
Reduced
256
Sold out
40
Shares held by filers
100,566,995

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Inspire Advisors, LLCin group Inspire Investing, LLC9,815$776K0.06%new13F-HRTimelineGroup
Koshinski Asset Management, Inc.9,760$772K0.05%-13713F-HRTimeline
Vertex Planning Partners, LLC9,746$771K0.15%-57313F-HRTimeline
Barnes Wealth Management Group, Inc9,741$770K0.39%+1,09813F-HRTimeline
Indivisible Partners9,685$766K0.07%013F-HRTimeline
Independent Wealth Network Inc.9,628$761K0.23%+2913F-HRTimeline
Detalus Advisors, LLC9,584$758K0.17%new13F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC9,581$757K0.35%+64413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,301$735K<0.01%+6,42213F-HRTimelineGroup
KINTRA WEALTH, LLC9,157$724K0.05%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,093$719K<0.01%+7,51713F-HRTimelineGroup
Manhattan West Asset Management, LLC8,966$709K0.14%013F-HRTimeline
Nikulski Financial, Inc.8,857$700K0.17%-1,35513F-HRTimeline
MBE Wealth Management, LLC8,844$699K0.29%+8513F-HRTimeline
Amicus Financial Advisors, LLC8,811$697K0.19%-77113F-HRTimeline
Stonebrook Private Inc.8,728$690K0.15%+613F-HRTimeline
SlateStone Wealth, LLC8,699$688K0.06%-10613F-HRTimeline
CoreCap Advisors, LLC8,672$686K0.02%+9713F-HRTimeline
CogentBlue Wealth Advisors, LLC8,666$685K0.46%013F-HRTimeline
Berger Financial Group, Inc8,622$682K0.04%-713F-HRTimeline
Peirce Capital Management, LLC8,606$680K0.27%-1,23613F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…8,584$679K0.25%-3,02413F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC8,431$667K0.06%013F-HRTimelineGroup
NewEdge Wealth, LLC8,375$662K0.01%new13F-HRTimeline
Crusonia Wealth Advisors LLC8,212$649K0.13%+2513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC8,170$646K0.07%-1013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC7,915$626K0.2%+35613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT7,880$623K0.01%-5013F-HRTimeline
Burns Matteson Capital Management, LLC7,787$616K0.24%-32313F-HRTimeline
Strive Financial Group ,LLC7,770$614K0.33%-38013F-HRTimeline
Stirlingshire Investments, Inc.7,738$612K0.54%013F-HRTimeline
JERICHO FINANCIAL, LLP7,724$611K0.39%+7513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA7,854$609K0.02%013F-HRTimelineGroup
RFG Holdings, Inc.7,703$609K0.15%013F-HRTimeline
GSG Advisors LLC7,696$608K0.16%+2313F-HRTimeline
Wise Wealth Partners7,600$601K0.81%+213F-HRTimeline
Range Advisory, LLC7,482$591K0.11%+2,56213F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS7,341$580K0.27%+1,23513F-HRTimeline
CHOREO, LLC7,317$578K0.01%013F-HRTimeline
Laraway Financial Advisors Inc7,198$569K0.4%+88213F-HRTimeline
Destiny Wealth Partners, LLC7,194$569K0.06%-8613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP7,060$558K0.04%new13F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP7,045$557K0.01%+313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources6,978$552K<0.01%013F-HRTimelineGroup
SpringVest Wealth Management LLC6,946$549K0.38%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,696$529K<0.01%+42813F-HRTimelineGroup
Prime Capital Investment Advisors, LLC6,628$524K0.01%+4113F-HRTimeline
Constant Guidance Financial LLC6,521$516K0.36%new13F-HRTimeline
Pasadena Private Wealth, LLC6,520$515K0.07%013F-HRTimeline
Glassman Wealth Services6,430$508K0.07%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT6,340$501K0.17%-3313F-HRTimeline
Patten Group, Inc.6,331$501K0.09%-12313F-HRTimeline
BRIGHTON JONES LLC6,320$500K0.01%new13F-HR/ATimeline
Successful Portfolios LLC6,308$496K0.27%-18413F-HRTimeline
TWO SIGMA SECURITIES, LLC6,217$492K0.06%+3,05413F-HRTimeline
CONGRESS ASSET MANAGEMENT CO6,213$491K<0.01%+3,78213F-HRTimeline
Sigma Planning Corp6,206$491K0.01%-18113F-HRTimeline
Curat Global, LLC6,200$490K0.48%new13F-HRTimeline
One Wealth Map LLC5,594$489K0.24%013F-HRTimeline
Crumly & Associates Inc.6,186$489K0.1%013F-HRTimeline
Goodman Financial Corp6,174$488K0.08%-5713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding5,645$488K+852Timeline
Graetz Wealth LLC6,134$485K0.43%+1813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,115$483K0.01%-1,22913F-HRTimelineGroup
Wiser Wealth Management, Inc6,099$482K0.1%-10813F-HRTimeline
Kelman-Lazarov, Inc.6,089$481K0.07%+313F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/5,983$474K<0.01%013F-HRTimeline
RDA Financial Network5,974$472K0.12%-10013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5,882$465K<0.01%+5,08813F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC5,863$464K0.08%+90013F-HRTimeline
GTS SECURITIES LLC5,840$462K0.02%new13F-HRTimeline
Intrepid Financial Planning Group LLC5,793$458K0.18%013F-HRTimeline
Arax Advisory Partners5,762$456K0.01%+3,40813F-HRTimeline
Adams Wealth Management5,730$453K0.1%+1,06413F-HRTimeline
J.W. COLE ADVISORS, INC.5,659$447K0.02%+313F-HRTimeline
Pinnacle Wealth Management Group, Inc.5,658$447K0.22%-9413F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC5,658$447K0.14%-5113F-HRTimeline
Pacific Excel Wealth Advisors, Inc.5,619$444K0.47%new13F-HRTimeline
Bluespring Wealth Management, LLC5,602$443K0.04%-27313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,596$442K0.01%-4813F-HR/ATimelineGroup
FIRETHORN WEALTH PARTNERS, LLC5,473$433K0.16%+23713F-HRTimeline
Retirement Planning Group, LLC5,445$430K0.01%013F-HRTimeline
Vawter Financial, Ltd.5,431$429K0.18%013F-HR/ATimeline
Stone Wealth Partners5,378$425K0.38%013F-HRTimeline
Echo Wealth Management, LLC5,366$424K0.24%-1,85313F-HRTimeline
Raleigh Capital Management Inc.5,361$424K0.15%-9813F-HRTimeline
MGO ONE SEVEN LLC5,352$423K0.01%-10213F-HRTimeline
Partnership Wealth Management, LLC5,329$421K0.32%-9313F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC5,321$421K0.18%+1513F-HRTimeline
Vigilare Wealth Management5,301$419K0.14%-2,53013F-HRTimeline
Crew Capital Management, Ltd5,287$418K0.28%+1213F-HRTimeline
Ridgeline Wealth, LLC5,272$417K0.3%-24213F-HRTimeline
Balance Wealth Partners LLC5,122$405K0.13%+85413F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…5,106$404K<0.01%013F-HRTimeline
Seven Springs Wealth Group, LLC5,091$402K0.09%013F-HRTimeline
JNBA Financial Advisors5,060$400K0.03%+2,58213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.5,000$395K<0.01%013F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…4,996$395K0.01%-19113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,986$394K0.01%new13F-HRTimelineGroup
Rockwood Wealth Management, LLC4,947$391K0.03%-8413F-HRTimeline
Trademark Financial Management, LLC4,888$386K0.19%+9413F-HRTimeline
Horst & Graben Wealth Management LLC4,447$386K0.05%-93313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,841$383K0.01%-1813F-HRTimeline
Wilson & Boucher Capital Management, LLC4,800$379K0.25%013F-HRTimeline
Triumph Capital Management4,718$373K0.08%013F-HRTimeline
Fusion Capital, LLC4,710$372K0.1%-86813F-HRTimeline
UNIQUE WEALTH, LLC4,688$371K0.05%new13F-HRTimeline
Orion Porfolio Solutions, LLC4,641$367K<0.01%-1,09413F-HRTimeline
Colonial River Investments, LLC4,619$365K0.13%-1,06113F-HRTimeline
Belpointe Asset Management LLC4,615$365K0.01%-14,20513F-HRTimeline
Gradient Capital Advisors, LLC4,615$365K0.09%013F-HRTimeline
Post Resch Tallon Group Inc.4,579$365K0.29%-32513F-HRTimeline
Gross & Hartman Investments LLC4,608$364K0.19%+113F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…4,588$363K16.11%-192,11813F-HRTimeline
Synergy Investment Management, LLC4,489$355K0.12%-71213F-HRTimeline
Sherman Wealth Management LLC4,482$354K0.3%-5413F-HRTimeline
Meridian Wealth Management, LLC4,478$354K0.01%+1,30213F-HRTimeline
BCK Partners, Inc.4,466$353K0.19%+22413F-HRTimeline
Falcon Wealth Planning4,453$352K0.02%+16913F-HRTimeline
Attessa Capital LLC4,423$350K0.19%-75813F-HRTimeline
Beacon Capital Management, LLC4,402$348K0.06%-1313F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC4,251$336K0.12%new13F-HRTimeline
Johnson Bixby & Associates, LLC4,223$334K0.04%013F-HRTimeline
McKinley Carter Wealth Services, Inc.4,192$331K0.02%013F-HRTimeline
Thompson David Blair4,192$331K0.19%-2,47813F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.4,175$330K0.19%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,174$330K<0.01%-13013F-HRTimelineGroup
IFP Advisors, Inc4,156$329K0.01%013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC4,143$328K0.05%-1,01213F-HRTimeline
HOWARD BAILEY SECURITIES, LLC4,064$321K0.13%-79813F-HRTimeline
UMB Bank, n.a.4,054$321K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Integrated Advisors Network LLC4,050$320K0.02%+2113F-HRTimeline
Beaumont Financial Advisors, LLC4,049$320K0.02%-66113F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,021$318K0.01%-40013F-HRTimeline
Balboa Wealth Partners4,000$316K0.05%013F-HRTimeline
Accurate Wealth Management, LLC3,821$316K0.04%+24113F-HRTimeline
Future Financial Wealth Managment LLC3,679$313K0.2%013F-HRTimeline
Orin Green Financial, LLC3,913$309K0.13%+2313F-HRTimeline
Core Wealth Management, Inc.3,906$309K0.09%013F-HRTimeline
Capital Investment Advisors, LLC3,870$306K<0.01%013F-HR/ATimeline
Brewster Financial Planning LLC3,821$302K0.18%013F-HRTimeline
Efficient Advisors, LLC3,821$302K0.02%013F-HRTimeline
Clear Harbor Asset Management, LLC3,819$302K0.02%013F-HRTimeline
WBH ADVISORY INC3,774$301K0.02%new13F-HRTimeline
XY Planning Network, Inc.3,760$300K0.05%+34213F-HRTimeline
Formidable Asset Management, LLC3,597$297K0.05%-7513F-HRTimeline
OMNI 360 Wealth, Inc.3,748$296K0.15%+6413F-HRTimeline
Midwest Trust Co3,726$295K<0.01%013F-HRTimeline
Altar Rock LLC3,717$294K0.34%+1013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.3,462$292K0.17%-35113F-HRTimeline
Emergent Wealth Advisors, LLC3,682$291K0.17%+2313F-HRTimeline
First Heartland Consultants, Inc.3,679$291K0.02%-15313F-HRTimeline
Range Financial Group LLC3,668$290K0.1%-6213F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…3,612$286K0.23%-7,99513F-HRTimeline
Kilter Group LLC3,611$286K0.12%-2013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC3,606$285K0.03%013F-HRTimeline
One Wealth Advisors, LLC3,596$284K0.04%013F-HRTimeline
McNaughton Wealth Management, LLC3,586$284K0.12%+15113F-HRTimeline
F/m Investments LLC3,582$283K0.02%013F-HRTimeline
Savvy Advisors, Inc.3,563$282K0.01%+1,04113F-HRTimeline
Legacy Advisory Services, LLC3,549$281K0.21%-27,51913F-HRTimeline
Intelligence Driven Advisers, LLC3,540$280K0.05%013F-HRTimeline
Aspen Wealth Management LLC3,525$279K0.06%+1013F-HRTimeline
Pine Valley Investments Ltd Liability Co3,510$278K0.01%013F-HRTimeline
Focused Wealth Management, Inc3,476$275K0.03%-10713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,449$273K0.01%-86513F-HRTimelineGroup
CRA Financial Services, LLC3,439$272K0.04%-113F-HRTimeline
SBI Securities Co., Ltd.3,397$269K0.01%+26313F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC3,376$267K<0.01%13F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC3,300$261K0.08%013F-HRTimeline
Quadcap Wealth Management, LLC3,289$260K0.03%-1,19813F-HRTimeline
Buska Wealth Management, LLC3,278$259K0.1%013F-HRTimeline
Richard P Slaughter Associates Inc3,265$258K0.06%-15113F-HRTimeline
TRUE Private Wealth Advisors3,264$258K0.02%+413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC3,228$255K0.03%013F-HRTimeline
6th Street Advisors, LLC3,207$254K0.16%13F-HRTimeline
Red Door Wealth Management, LLC3,200$253K0.03%+1013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP3,190$252K<0.01%-1513F-HRTimeline
Kaufman Rossin Wealth, LLC3,177$251K0.14%013F-HRTimeline
WFA of San Diego, LLC3,147$249K0.2%-7013F-HRTimeline
FSA Advisors, Inc.3,119$247K0.16%-32413F-HRTimeline
Luminvest Wealth Management LLC3,111$246K0.06%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,050$241K<0.01%+2013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC3,042$241K<0.01%-32113F-HRTimeline
Opes Wealth Management LLC3,027$239K0.04%013F-HRTimeline
BOKF, NAin group BOKF, NA3,000$237K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,999$237K<0.01%+213F-HRTimelineGroup
Summit Trail Advisors, LLC2,990$236K<0.01%-6,47613F-HRTimeline
Legacy Wealth Management, LLC / MS2,974$235K0.07%-1,18113F-HRTimeline
Advisor Resource Council2,933$232K0.09%-11913F-HRTimeline
SMI Advisory Services, LLC2,891$232K0.04%-3513F-HRTimeline
Trevian Wealth Management LLC2,927$231K0.11%013F-HRTimeline
COOKSON PEIRCE & CO INC2,890$228K0.01%013F-HRTimeline
HB Wealth Management, LLC2,856$226K<0.01%013F-HRTimeline
Parisi Gray Wealth Management2,826$223K0.05%+2213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,821$223K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.2,820$223K0.02%+30013F-HRTimeline
HBE Wealth Management, LLC2,800$221K0.19%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP2,788$220K0.03%new13F-HRTimeline
CX Institutional2,782$220K0.01%-28213F-HRTimeline