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Disclosery

SPTM SPDR SERIES TRUST

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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
JNBA Financial Advisors2,478$204K0.02%-1113F-HRTimeline
Alchemi Wealth, LLC2,465$203K0.11%13F-HRTimeline
CONGRESS ASSET MANAGEMENT CO2,431$201K<0.01%-34713F-HRTimeline
Arax Advisory Partners2,354$194K0.01%new13F-HRTimeline
MAI Capital Management2,308$190K<0.01%013F-HRTimeline
ATWOOD & PALMER INC2,298$190K0.01%013F-HRTimeline
Longview Financial Advisors LLC2,239$185K0.1%013F-HRTimeline
Prestige Wealth Management Group LLC2,199$181K0.03%-30013F-HRTimeline
SIGNATUREFD, LLC2,071$171K<0.01%+113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,034$168K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Copia Wealth Management2,005$165K0.12%-4413F-HRTimeline
Sherman Asset Management, Inc.1,973$163K0.14%013F-HRTimeline
Capital Investment Advisory Services, L…1,944$160K0.01%+95113F-HRTimeline
Sankala Group LLC1,884$157K0.13%13F-HRTimeline
AMERIFLEX GROUP, INC.1,810$149K0.08%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,789$148K<0.01%13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,576$130K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC1,529$126K0.03%013F-HRTimeline
Global Trust Asset Management, LLC1,507$124K0.05%013F-HRTimeline
SHP Wealth Management1,484$122K0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,467$121K<0.01%+1813F-HRTimelineGroup
Qube Research & Technologies Ltd1,466$121K<0.01%-85413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,430$118K<0.01%+8213F-HRTimelineGroup
Signature Equity Partners, LLC1,370$113K0.06%13F-HRTimeline
Plante Moran Financial Advisors, LLC1,112$91.7K0.01%013F-HRTimeline
WealthCollab, LLC1,106$91.2K0.04%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC1,095$90.3K0.04%013F-HRTimeline
Tidemark, LLC1,064$87.8K0.02%-5413F-HRTimeline
Keating Financial Advisory Services, In…1,058$87.3K0.01%13F-HRTimeline
HOWE & RUSLING INC1,052$86.8K0.01%013F-HRTimeline
Compass Financial Services Inc1,051$86.7K0.04%+313F-HRTimeline
TOTH FINANCIAL ADVISORY CORP976$80.5K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.915$75.5K0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.903$74.5K0.07%-1213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC875$72.2K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.829$68.4K0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.826$68.1K0.02%+413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…794$65.5K<0.01%-1913F-HRTimelineGroup
North Star Investment Management Corp.782$64.5K<0.01%+213F-HRTimeline
HHM Wealth Advisors, LLC781$64.4K0.01%-4613F-HRTimeline
NFSG Corp740$61K0.01%013F-HRTimeline
Crews Bank & Trust712$58.7K0.01%+58913F-HRTimeline
TRUST CO OF TOLEDO NA /OH/609$50.2K<0.01%013F-HRTimeline
Essential Investment Partners LLC598$49.3K0.05%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC584$48.2K<0.01%013F-HRTimelineGroup
MCF Advisors LLC576$47.5K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…576$47.5K0.02%+52213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management570$47K<0.01%+113F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners552$45.5K0.01%013F-HRTimelineGroup
MGB Wealth Management, LLC500$41.6K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…500$41.2K<0.01%013F-HRTimelineGroup
First Pacific Financial495$40.9K0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.491$40.5K<0.01%+113F-HRTimeline
Timmons Wealth Management, LLC489$40.4K0.04%13F-HRTimeline
Paladin Advisory Group, LLC486$40.1K0.03%-5213F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.483$39.8K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.451$37.2K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates437$36.1K0.01%013F-HRTimeline
Smartleaf Asset Management LLC423$35.2K<0.01%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC426$35.1K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…422$34.8K0.01%+113F-HRTimelineGroup
Kingdom Financial Group LLC.395$32.6K0.01%new13F-HRTimeline
Operose Advisors LLC392$32.3K0.01%013F-HRTimeline
Wellington Grp LLC374$30.9K0.01%13F-HR/ATimeline
ORG Partners LLC360$29.7K0.01%new13F-HRTimeline
Topsail Wealth Management, LLC355$29.3K<0.01%013F-HRTimeline
Security National Bank353$29.1K<0.01%new13F-HRTimeline
Aventus Investment Advisors, Inc.341$28.1K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC327$27K0.02%-4,36113F-HRTimeline
Nova Wealth Management, Inc.327$27K0.02%013F-HRTimeline
GGM Financial LLC324$26.7K0.01%+113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.304$25.1K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.289$23.8K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…276$22.8K0.01%013F-HRTimeline
Abound Wealth Management271$22.3K0.01%013F-HRTimeline
SageView Advisory Group, LLC263$21.7K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC262$21.6K<0.01%013F-HRTimeline
Coston, McIsaac & Partners262$21K<0.01%013F-HRTimeline
Woodside Wealth Management LLC242$20K0.01%013F-HRTimeline
IMG Wealth Management, Inc.239$19.7K0.01%013F-HRTimeline
Bogart Wealth, LLC236$19.5K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC231$19.1K0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC213$17.6K<0.01%013F-HRTimeline
GAMMA Investing LLC212$17.5K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC194$16K<0.01%013F-HRTimeline
Meramec Financial Planners, LLC175$14.7K0.01%13F-HRTimeline
AdvisorNet Financial, Inc167$13.8K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/166$13.7K<0.01%013F-HRTimelineGroup
TSFG, LLC155$13K<0.01%013F-HRTimeline
Caldwell Trust Co150$12.4K<0.01%013F-HRTimeline
Blue Trust, Inc.145$12K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC139$11.5K<0.01%013F-HRTimeline
EASTERN BANK135$11.1K<0.01%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV130$11K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…128$10.6K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.124$10.2K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.106$8.74K<0.01%013F-HRTimeline
Tower View Wealth Management LLC102$8.38K<0.01%+113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC100$8.25K<0.01%-4813F-HRTimeline
Golden State Wealth Management, LLC96$8K<0.01%-2713F-HRTimeline
Wagner Wealth Management, LLC94$7.75K<0.01%new13F-HRTimeline
Orion Capital Management LLC80$6.6K<0.01%013F-HRTimeline
RAELIPSKIE PARTNERSHIP75$6.19K<0.01%-11713F-HRTimeline
Steward Partners Investment Advisory, L…74$6.11K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.69$5.69K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.64$5K<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC56$4.62K<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC56$4.62K<0.01%new13F-HRTimeline
Crewe Advisors LLC55$4.54K<0.01%new13F-HRTimeline
Key Financial Inc55$4.54K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.55$4.54K<0.01%013F-HRTimeline
Sound Income Strategies, LLC50$4.2K<0.01%013F-HRTimeline
Merited Wealth, LLC50$4.13K<0.01%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC50$4.11K<0.01%new13F-HRTimeline
Rossby Financial, LCC48$3.96K<0.01%+2113F-HRTimeline
Private Wealth Asset Management, LLC47$3.88K<0.01%013F-HRTimeline
Networth Advisors, LLC32$2.64K<0.01%13F-HRTimeline
Darwin Wealth Management, LLC30$2.48K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV22$1.78K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.21$1.73K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC13$1.07K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.12$993<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.12$990<0.01%new13F-HRTimeline
EPG Wealth Management LLC8$660<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC8$660<0.01%013F-HRTimeline
Advocate Investing Services LLC7$578<0.01%13F-HRTimeline
AFFINITY WEALTH LLC7$578<0.01%013F-HRTimeline
Ironwood Wealth Management, LLC.5$413<0.01%new13F-HRTimeline
Benson Wealth Management INC2$165<0.01%13F-HRTimeline