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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
VICTORY FINANCIAL GROUP, LLC2,781$220K0.03%+313F-HRTimeline
QUARRY HILL ADVISORS, LLC2,545$220K0.09%013F-HRTimeline
Horizon Wealth Management, LLC2,776$219K0.03%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,750$217K0.01%013F-HRTimeline
MAYPORT, LLC2,745$217K0.04%new13F-HRTimeline
Hoese & Co LLP2,721$215K0.16%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC2,716$215K0.05%013F-HRTimeline
Plus Group Wealth Advisors LLC2,714$215K0.24%013F-HRTimeline
WORLD EQUITY GROUP, INC.2,685$212K0.05%-51213F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,676$212K0.03%-7413F-HRTimeline
Capital Investment Advisory Services, L…2,669$211K0.02%+72513F-HRTimeline
Brooklyn Investment Group2,654$210K0.01%new13F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC2,614$207K0.09%-2,66213F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,576$204K0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,510$198K<0.01%-40013F-HRTimeline
Sunbelt Securities, Inc.2,486$197K0.01%013F-HRTimeline
MAI Capital Management2,340$185K<0.01%+3213F-HRTimeline
ATWOOD & PALMER INC2,298$182K0.01%013F-HRTimeline
Longview Financial Advisors LLC2,239$177K0.1%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC2,300$177K<0.01%new13F-HRTimeline
Acropolis Investment Management, LLC2,226$176K0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC2,094$166K0.03%-10513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,034$161K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Copia Wealth Management2,005$159K0.11%013F-HRTimeline
Sherman Asset Management, Inc.1,973$156K0.14%013F-HRTimeline
Sankala Group LLC1,884$147K0.12%013F-HRTimeline
SIGNATUREFD, LLC1,849$146K<0.01%-22213F-HRTimeline
AMERIFLEX GROUP, INC.1,810$143K0.07%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,789$141K<0.01%013F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.1,612$127K0.08%+78613F-HRTimeline
Cherry Tree Wealth Management, LLC1,529$121K0.03%013F-HRTimeline
SHP Wealth Management1,523$120K0.01%+3913F-HRTimeline
Global Trust Asset Management, LLC1,507$119K0.05%013F-HRTimeline
MATHER GROUP, LLC.1,446$114K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,419$112K0.03%new13F-HRTimeline
Signature Equity Partners, LLC1,283$101K0.05%-8713F-HRTimeline
CAPITAL & PLANNING, LLC1,219$96.4K0.06%new13F-HRTimeline
Crews Bank & Trust1,143$90.4K0.01%+43113F-HRTimeline
Plante Moran Financial Advisors, LLC1,112$87.9K0.01%013F-HRTimeline
WealthCollab, LLC1,106$87.4K0.04%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC1,095$86.6K0.04%013F-HRTimeline
Keating Financial Advisory Services, In…1,058$83.6K0.01%013F-HRTimeline
HOWE & RUSLING INC1,052$83.1K0.01%013F-HRTimeline
Tidemark, LLC1,045$82.6K0.02%-1913F-HRTimeline
True Link Financial Advisors, LLC1,014$80.2K<0.01%new13F-HR/ATimeline
Rossby Financial, LCC997$79.4K0.02%+94913F-HRTimeline
TOTH FINANCIAL ADVISORY CORP976$77.2K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC970$77K<0.01%-46013F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.915$72.3K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC905$71.5K<0.01%new13F-HR/ATimeline
Quest 10 Wealth Builders, Inc.893$70.6K0.06%-1013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC875$69.2K<0.01%013F-HRTimeline
Archer Investment Corp850$67.2K0.01%new13F-HRTimeline
SJS Investment Consulting Inc.829$65.5K0.01%013F-HRTimeline
North Star Investment Management Corp.784$62K<0.01%+213F-HRTimeline
HHM Wealth Advisors, LLC781$61.7K0.01%013F-HRTimeline
NFSG Corp740$58.5K0.01%013F-HRTimeline
Qube Research & Technologies Ltd644$50.9K<0.01%-82213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/609$48.1K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…598$47.3K0.02%+2213F-HRTimelineGroup
Essential Investment Partners LLC598$47.3K0.04%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC592$46.8K<0.01%+813F-HRTimelineGroup
MCF Advisors LLC576$45.5K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management572$45.2K<0.01%+213F-HRTimelineGroup
GAMMA Investing LLC502$39.7K<0.01%+29013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…500$39.5K<0.01%013F-HRTimelineGroup
First Pacific Financial497$39.3K0.01%+213F-HRTimeline
GHP Investment Advisors, Inc.493$39K<0.01%+213F-HRTimeline
Timmons Wealth Management, LLC487$38.5K0.04%-213F-HRTimeline
Paladin Advisory Group, LLC486$38.4K0.03%013F-HRTimeline
FAS Wealth Partners, Inc.451$35.7K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates437$34.5K0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…422$33.4K0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC427$32.8K<0.01%+413F-HRTimeline
Lloyd Advisory Services, LLC.398$31.5K0.01%-4,63013F-HRTimeline
Kingdom Financial Group LLC.398$31.5K0.01%+313F-HRTimeline
Operose Advisors LLC395$31.2K0.01%+313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…360$28.5K<0.01%new13F-HRTimelineGroup
Topsail Wealth Management, LLC355$28.1K<0.01%013F-HRTimeline
Aventus Investment Advisors, Inc.341$27K0.02%013F-HRTimeline
Nova Wealth Management, Inc.327$25.9K0.02%013F-HRTimeline
GGM Financial LLC325$25.7K0.01%+113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.304$24K0.01%013F-HRTimeline
Abound Wealth Management291$23K0.01%+2013F-HRTimeline
Washington Trust Advisors, Inc.289$22.8K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC262$22.8K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…276$21.8K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…275$21.7K<0.01%new13F-HRTimelineGroup
Coston, McIsaac & Partners262$20K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC231$18.3K<0.01%013F-HRTimeline
TopTier Wealth Management, LLC214$16.9K0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC213$16.8K<0.01%013F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.192$15.9K0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC194$15.3K<0.01%013F-HRTimeline
Meramec Financial Planners, LLC175$15.1K0.01%013F-HRTimeline
Dunhill Financial, LLC169$13.4K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc167$13.2K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/166$13.1K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…154$12.2K<0.01%+8013F-HRTimeline
TSFG, LLC155$12K<0.01%013F-HRTimeline
Caldwell Trust Co150$11.9K<0.01%013F-HRTimeline
Blue Trust, Inc.145$11.5K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC145$11.5K<0.01%+8913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC139$11K<0.01%013F-HRTimeline
Park Square Financial Group, LLC133$10.5K0.08%new13F-HRTimeline
Federation des caisses Desjardins du Qu…128$10.1K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.124$9.8K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.119$9.41K0.01%-12013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …107$8.51K<0.01%new13F-HRTimelineGroup
OAKWORTH CAPITAL, INC.106$8.38K<0.01%013F-HRTimeline
Tower View Wealth Management LLC102$8.05K<0.01%013F-HRTimeline
Quantbot Technologies LP94$7.43K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC94$7.43K<0.01%013F-HRTimeline
Orion Capital Management LLC80$6.33K<0.01%013F-HRTimeline
Atomic Invest LLC76$5.86K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.69$5.47K<0.01%013F-HRTimeline
Crewe Advisors LLC55$4.35K<0.01%013F-HRTimeline
Key Financial Inc55$4.35K<0.01%013F-HRTimeline
Sound Income Strategies, LLC50$3.98K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC50$3.94K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC42$3.32K<0.01%-513F-HRTimeline
Bogart Wealth, LLC36$2.85K<0.01%-20013F-HRTimeline
Networth Advisors, LLC32$2.53K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.30$2.37K<0.01%-2513F-HRTimeline
Darwin Wealth Management, LLC30$2.37K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.27$2.13K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV22$1.72K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.21$1.67K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.12$954<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.12$949<0.01%013F-HRTimeline
HM PAYSON & CO10$791<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC9$712<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC8$633<0.01%new13F-HR/ATimeline
EPG Wealth Management LLC8$632<0.01%013F-HRTimeline
Advocate Investing Services LLC7$553<0.01%013F-HRTimeline
Signature Resources Capital Management,…6$474<0.01%new13F-HRTimeline
Ironwood Wealth Management, LLC.5$395<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.4$316<0.01%new13F-HRTimeline
Benson Wealth Management INC2$158<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$79<0.01%new13F-HRTimelineGroup
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline