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Disclosery

SPTM SPDR SERIES TRUST

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SHS (fund)

773 managers (783 13F filers) reported a position in SPTM shares at 2026-06-30, 96,862,150 shares in all. 65 filers opened a position and 28 filers sold out during the quarter.

Managers
773
13F filers
783
New
65
Added
261
Reduced
291
Sold out
28
Shares held by filers
96,862,150

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
HOWE & RUSLING INC2,856$259K0.02%+1,80413F-HRTimeline
Parisi Gray Wealth Management2,847$258K0.05%+2113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,821$256K<0.01%013F-HRTimelineGroup
HBE Wealth Management, LLC2,800$254K0.18%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP2,788$253K0.03%013F-HRTimeline
Horizon Wealth Management, LLC2,776$252K0.03%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,750$250K0.01%013F-HRTimeline
MAYPORT, LLC2,745$249K0.04%013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…2,742$249K0.17%-87013F-HRTimeline
Hoese & Co LLP2,721$247K0.16%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC2,716$247K0.05%013F-HRTimeline
Plus Group Wealth Advisors LLC2,714$246K0.23%013F-HRTimeline
Luminvest Wealth Management LLC2,680$243K0.06%-43113F-HRTimeline
FSA Advisors, Inc.2,680$243K0.11%-43913F-HR/ATimeline
Capital Investment Advisory Services, L…2,679$243K0.02%+1013F-HRTimeline
NovaPoint Capital, LLC2,675$243K0.05%new13F-HRTimeline
Compass Ion Advisors, LLC2,642$240K0.02%new13F-HRTimeline
DMC Group, LLC2,624$238K0.16%new13F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC2,614$237K0.1%013F-HRTimeline
CX Institutional2,615$237K0.01%-16713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,576$234K0.01%013F-HRTimelineGroup
QUARRY HILL ADVISORS, LLC2,545$231K0.09%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,542$231K0.02%-23913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,527$229K0.04%new13F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,522$229K0.03%-15413F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,519$229K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,516$228K<0.01%+613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,481$225K0.01%new13F-HRTimelineGroup
Outlook Wealth Advisors, LLC2,472$224K0.05%new13F-HRTimeline
Truepoint, Inc.2,472$224K<0.01%new13F-HRTimeline
Alchemi Wealth, LLC2,465$224K0.1%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,453$223K<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,444$222K0.13%+83213F-HRTimeline
Blue Chip Partners, LLC2,438$221K0.01%new13F-HRTimeline
NWAM LLC2,409$219K0.01%new13F-HRTimeline
Vantus Wealth LLC2,372$215K0.12%13F-HRTimeline
Prospera Financial Services Inc2,353$214K<0.01%new13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,341$213K0.03%-1,80213F-HRTimeline
MAI Capital Management2,338$212K<0.01%-213F-HRTimeline
Atala Financial Inc1,682$212K0.13%new13F-HRTimeline
Venture Visionary Partners LLC2,329$211K0.01%new13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…2,325$211K<0.01%new13F-HRTimelineGroup
Fund Advisors of America Inc/FL2,320$211K0.19%new13F-HRTimeline
Retirement Management Systems Inc.2,318$210K0.04%new13F-HRTimeline
ATWOOD & PALMER INC2,298$209K0.01%013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,295$208K0.02%new13F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC2,300$207K<0.01%013F-HRTimeline
OakTrust Wealth Advisors, LLC2,259$205K0.18%new13F-HRTimeline
KPP Advisory Services LLC2,250$204K0.03%new13F-HRTimeline
Longview Financial Advisors LLC2,239$203K0.1%013F-HRTimeline
Crews Bank & Trust2,227$202K0.03%+1,08413F-HRTimeline
Acropolis Investment Management, LLC2,226$202K0.01%013F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.2,098$191K<0.01%+6413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prestige Wealth Management Group LLC2,094$190K0.03%013F-HRTimeline
Highland Investment Advisors LLC2,069$188K0.08%13F-HRTimeline
Copia Wealth Management2,005$182K0.11%013F-HRTimeline
Sherman Asset Management, Inc.1,973$179K0.14%013F-HRTimeline
AMERIFLEX GROUP, INC.1,945$177K0.07%+13513F-HRTimeline
Sankala Group LLC1,884$176K0.12%013F-HRTimeline
SIGNATUREFD, LLC1,813$165K<0.01%-3613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,789$162K<0.01%013F-HRTimelineGroup
Planning Strategies Inc.1,615$147K0.09%13F-HRTimeline
Cherry Tree Wealth Management, LLC1,529$139K0.03%013F-HRTimeline
Archer Investment Corp1,525$138K0.03%+67513F-HR/ATimeline
Lavaca Capital LLC1,521$138K0.01%new13F-HRTimeline
SHP Wealth Management1,484$135K0.01%-3913F-HRTimeline
MATHER GROUP, LLC.1,446$131K<0.01%013F-HRTimeline
Downshift Financial, LLC1,435$130K0.06%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,419$129K0.03%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,398$127K0.01%-5,66213F-HRTimelineGroup
Signature Equity Partners, LLC1,369$124K0.06%+8613F-HRTimeline
Smithfield Trust Co1,287$115K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC1,112$101K<0.01%013F-HRTimeline
WealthCollab, LLC1,106$100K0.04%013F-HRTimeline
Keating Financial Advisory Services, In…1,058$96.1K0.01%013F-HRTimeline
Tidemark, LLC1,046$94.9K0.02%+113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP976$88.6K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC970$88K<0.01%013F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.915$83.1K0.01%013F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC905$82.2K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.877$79.6K0.06%-1613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC875$79.4K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC870$79K<0.01%+27813F-HRTimelineGroup
Qube Research & Technologies Ltd815$74K<0.01%+17113F-HRTimeline
North Star Investment Management Corp.787$71.4K<0.01%+313F-HRTimeline
HHM Wealth Advisors, LLC781$70.9K0.01%013F-HRTimeline
NFSG Corp740$67.2K0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC669$60.7K0.01%new13F-HRTimeline
Rossby Financial, LCC648$58.8K0.01%-34913F-HRTimeline
Global Trust Asset Management, LLC629$57.1K0.02%-87813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/598$54.3K<0.01%-1113F-HRTimeline
Essential Investment Partners LLC598$54.3K0.04%013F-HRTimeline
MCF Advisors LLC576$52.3K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management573$52K<0.01%+113F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners552$50.1K0.01%new13F-HRTimelineGroup
Silver Grove Financial Group, Inc.549$49.8K0.03%+52213F-HRTimeline
GAMMA Investing LLC502$45.6K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…500$45.4K<0.01%013F-HRTimelineGroup
First Pacific Financial498$45.2K0.01%+113F-HRTimeline
GHP Investment Advisors, Inc.494$44.9K<0.01%+113F-HRTimeline
Paladin Advisory Group, LLC486$44.1K0.03%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.483$43.9K0.01%13F-HRTimeline
JPL Wealth Management, LLC471$42.8K0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.451$40.9K<0.01%013F-HRTimeline
Timmons Wealth Management, LLC444$40.3K0.03%-4313F-HRTimeline
Smartleaf Asset Management LLC427$38.5K<0.01%013F-HRTimeline
Operose Advisors LLC392$35.6K0.01%-313F-HRTimeline
Brooklyn FI, LLC381$34.6K0.01%new13F-HRTimeline
Topsail Wealth Management, LLC355$32.2K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.348$31.6K0.01%-5013F-HRTimeline
Main Street Group, LTD339$30.8K0.01%new13F-HRTimeline
Aventus Investment Advisors, Inc.331$30.1K0.02%-1013F-HRTimeline
Nova Wealth Management, Inc.327$29.7K0.02%013F-HRTimeline
GGM Financial LLC326$29.6K0.01%+113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.304$27.6K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.289$26.2K<0.01%013F-HRTimeline
Phillip James Consulting Co.280$25.4K0.02%new13F-HRTimeline
Measured Wealth Private Client Group, L…276$25.1K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…275$25K<0.01%013F-HRTimelineGroup
Abound Wealth Management271$24.6K<0.01%-2013F-HRTimeline
Kilter Group LLC264$24K0.01%-3,34713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC262$23.8K<0.01%013F-HRTimeline
Coston, McIsaac & Partners262$23K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC231$21K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC213$19.3K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC211$19.2K<0.01%+16913F-HRTimeline
IFG Advisory, LLC195$17.7K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC194$17.6K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.180$16.3K<0.01%+15913F-HRTimeline
Meramec Financial Planners, LLC175$15.7K0.01%013F-HRTimeline
Dunhill Financial, LLC169$15.3K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc167$15.2K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC161$14.6K<0.01%new13F-HRTimeline
TSFG, LLC156$14K<0.01%+113F-HRTimeline
Bay Harbor Wealth Management, LLC151$13.7K<0.01%+613F-HRTimeline
Caldwell Trust Co150$13.6K<0.01%013F-HRTimeline
Blue Trust, Inc.145$13.2K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC139$12.6K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…128$11.6K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.124$11.3K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.119$10.8K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/115$10.4K<0.01%-5113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…107$9.71K<0.01%-4,87913F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …107$9.68K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.106$9.61K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…104$9.44K<0.01%-5013F-HRTimeline
Tower View Wealth Management LLC102$9.28K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC101$9.17K<0.01%+10013F-HRTimelineGroup
Mosley Wealth Management97$8.83K<0.01%new13F-HRTimeline
Atomic Invest LLC84$7.54K<0.01%+813F-HRTimeline
Orion Capital Management LLC80$7.26K<0.01%013F-HRTimeline
Park Square Financial Group, LLC72$6.54K0.06%-6113F-HRTimeline
GoalVest Advisory LLC70$6.36K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.69$6.3K<0.01%013F-HRTimeline
Networth Advisors, LLC57$5.19K<0.01%+2513F-HRTimeline
Crewe Advisors LLC55$4.99K<0.01%013F-HRTimeline
Key Financial Inc55$4.99K<0.01%013F-HRTimeline
Oakmont Advisory Group, LLC51$4.61K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC50$4.53K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.46$4.18K<0.01%new13F-HRTimeline
Bogart Wealth, LLC36$3.27K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.30$2.72K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC30$2.72K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV22$1.98K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.12$1.1K<0.01%013F-HRTimeline
Anchor Bay Capital, Inc.10$939<0.01%13F-HRTimeline
HM PAYSON & CO10$908<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC9$817<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.8$726<0.01%-413F-HRTimeline
Advocate Investing Services LLC7$636<0.01%013F-HRTimeline
Signature Resources Capital Management,…6$545<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.4$363<0.01%013F-HRTimeline
Benson Wealth Management INC2$182<0.01%013F-HRTimeline