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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
FAS Wealth Partners, Inc.480$35.9K<0.01%013F-HRTimeline
Stuart Chaussee & Associates, Inc.475$35.6K0.01%013F-HRTimeline
Crewe Advisors LLC469$35.1K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates437$32.7K0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…409$30.6K0.01%+113F-HRTimelineGroup
Operose Advisors LLC392$29.4K0.01%013F-HRTimeline
Aventus Investment Advisors, Inc.388$29.1K0.03%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP376$28.2K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC355$26.6K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/343$25.7K<0.01%+17713F-HR/ATimelineGroup
Nova Wealth Management, Inc.327$24.5K0.02%013F-HRTimeline
Centricity Wealth Management, LLC321$24K0.02%+613F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.304$22.8K0.01%013F-HRTimeline
Northwest Capital Management Inc300$22.5K0.01%-1,43913F-HRTimeline
Abound Wealth Management271$20.3K0.01%+113F-HRTimeline
Silicon Valley Capital Partners268$20.1K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC262$19.6K<0.01%013F-HRTimeline
Coston, McIsaac & Partners262$19K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.255$18.9K0.01%013F-HRTimeline
Woodside Wealth Management LLC241$18K0.02%013F-HRTimeline
IMG Wealth Management, Inc.239$17.9K0.01%013F-HRTimeline
Bogart Wealth, LLC236$17.7K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC231$17.3K0.01%013F-HRTimeline
Hopwood Financial Services, Inc.224$16.8K0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC213$16K<0.01%013F-HRTimeline
GAMMA Investing LLC212$15.9K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC198$14.8K<0.01%-3213F-HRTimelineGroup
AdvisorNet Financial, Inc167$12.5K<0.01%013F-HRTimeline
Caldwell Trust Co150$11.2K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC139$10.4K<0.01%-5413F-HRTimeline
Golden State Wealth Management, LLC123$9.27K<0.01%013F-HRTimeline
Crews Bank & Trust123$9.21K<0.01%013F-HRTimeline
LGT Financial Advisors LLC107$8.01K0.02%013F-HRTimeline
OAKWORTH CAPITAL, INC.106$7.94K<0.01%013F-HRTimeline
Tower View Wealth Management LLC101$7.56K<0.01%013F-HRTimeline
Orion Capital Management LLC80$5.99K<0.01%013F-HRTimeline
AFFINITY WEALTH LLC79$5.92K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…74$5.54K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC73$5.47K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.69$5.13K<0.01%+113F-HRTimeline
1620 INVESTMENT ADVISORS, INC.55$4.12K<0.01%-3013F-HRTimeline
Legacy Investment Solutions, LLC54$4.04K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…54$4.04K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC50$3.75K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC47$3.52K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC34$2.54K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC30$2.25K<0.01%-1113F-HRTimeline
TD Waterhouse Canada Inc.22$1.65K<0.01%-213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV22$1.61K<0.01%+113F-HRTimeline
Transce3nd, LLC9$674<0.01%-613F-HRTimeline
REDMONT WEALTH ADVISORS LLC8$599<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3$225<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.