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Disclosery

SPTM SPDR SERIES TRUST

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SHS (fund)

629 managers (635 13F filers) reported a position in SPTM shares at 2024-12-31, 84,796,199 shares in all. 40 filers opened a position and 34 filers sold out during the quarter.

Managers
629
13F filers
635
New
40
Added
220
Reduced
226
Sold out
34
Shares held by filers
84,796,199

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC8,400,977$600M0.24%-318,66613F-HRTimeline
CWM, LLCin group CWM, LLC3,361,341$240M1%-36,05413F-HRTimelineGroup
Private Advisor Group, LLC3,028,959$216M1.22%+80,78613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,674,553$191M-4,271Timeline
Valmark Advisers, Inc.2,515,414$180M2.79%+98,23113F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding2,212,538$158M+63,875Timeline
RFG Advisory, LLC2,013,872$144M4.07%+107,53913F-HRTimeline
Modern Wealth Management, LLC1,715,359$123M4.58%+857,58713F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,664,184$119M0.23%-8,37413F-HR/ATimeline
Syntegra Private Wealth Group, LLC1,540,954$110M12.43%+37,33313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,537,148$110M0.03%+108,56613F-HRTimelineGroup
Professional Financial Advisors, LLC1,525,591$109M27.91%+20,83313F-HRTimeline
Hughes Financial Services, LLC1,495,449$107M21.95%13F-HRTimeline
Shepherd Financial Partners LLC1,485,905$106M12.69%+2,14113F-HRTimeline
Independent Advisor Alliance1,457,162$104M1.38%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,310,845$93.6M0.21%-9,00013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,287,721$92M0.01%-9,87313F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,182,178$84.4M0.02%+171,57813F-HRTimelineGroup
Wealthquest Corp1,112,408$79.5M6.47%+11,08813F-HRTimeline
Allworth Financial LP1,013,547$75M0.41%+42,47713F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…1,022,939$73.1M11.6%+293,65313F-HRTimelineGroup
Rockbridge Investment Management, LCC1,004,377$71.7M9.19%-55,00313F-HRTimeline
ARS Wealth Advisors Group, LLC1,004,197$71.7M9.87%+6,14513F-HRTimeline
Legacy Private Trust Co.891,773$63.7M4.17%+268,85313F-HRTimeline
Keener Financial Planning LLC874,363$62.5M36.88%+76,56113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding825,109$58.9M+2,895Timeline
Financial Strategies Group, Inc.743,787$52.6M12.59%-14,44713F-HRTimeline
Weitzel Financial Services, Inc.664,994$47.8M22.55%-10,36013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/661,985$47.3M<0.01%+11,78913F-HRTimelineGroup
Cambridge Investment Research Advisors,…659,962$47.1M0.16%-30,32813F-HRTimeline
Rosenberg Matthew Hamilton624,390$44.6M11.59%+29,52613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC618,292$44.2M0.02%13F-HR/ATimelineGroup
Baltimore-Washington Financial Advisors…617,506$44.1M2.27%+41,75213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC609,820$43.6M0.09%+21,29413F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…604,320$43.2M9.3%+50,23813F-HRTimeline
Winch Advisory Services, LLC573,628$41M10.66%+9,41713F-HRTimeline
Royal Harbor Partners, LLC561,600$40.1M15.15%-42013F-HRTimeline
Symphony Financial, Ltd. Co.513,315$37.8M5.94%+1,63213F-HRTimeline
Jaffetilchin Investment Partners, LLC520,063$37.1M2.69%+21,74513F-HRTimeline
Treasure Coast Financial Planning479,903$34.3M22.58%-12,46713F-HRTimeline
Winthrop Advisory Group LLC455,452$32.5M3.9%-2,58613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC449,921$32.1M0.33%+1,99913F-HRTimelineGroup
GM Advisory Group, LLC443,635$31.7M1.75%-4,65513F-HRTimeline
Portfolio Strategies, Inc.417,721$29.8M4.23%-145,24913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.410,794$29.3M9.81%+402,30013F-HRTimeline
N.E.W. Advisory Services LLC406,042$29M2.75%+5,62613F-HRTimeline
Rinkey Investments392,830$28.1M8.98%-1,61413F-HRTimeline
Advisors Capital Management, LLC378,977$27.1M0.43%+36,57613F-HRTimeline
Geneos Wealth Management Inc.356,647$25.5M0.89%+22,59213F-HRTimeline
Waverly Advisors, LLC354,551$25.3M0.39%-10,18813F-HRTimeline
Boston Standard Wealth Management, LLC348,004$24.9M4.83%-12,69013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.336,715$24.1M0.23%+4,77113F-HRTimelineGroup
Creative Planningin group Creative Planning330,659$23.6M0.02%+189,85213F-HRTimelineGroup
Kingsview Wealth Management, LLC319,075$22.8M0.44%+311,58113F-HRTimeline
Astor Investment Management LLC318,402$22.7M11.65%+69,71713F-HRTimeline
RVW Wealth, LLC315,913$22.6M2.11%+7,52113F-HRTimeline
SigFig Wealth Management, LLC355,153$22.5M0.81%-37,23613F-HRTimeline
Aquire Wealth Advisors, LLC308,440$22M6.82%-15,73013F-HRTimeline
Fox Financial, Inc306,509$21.9M19.78%-12,41713F-HRTimeline
Balefire, LLC302,059$21.5M7.36%-42,59513F-HRTimeline
Callan Capital, LLC291,239$20.8M1.52%-7,47113F-HRTimeline
DORVAL Corp290,162$20.7M8.24%+6,07413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA283,280$20.2M<0.01%+54,80213F-HRTimelineGroup
ABOUND FINANCIAL, LLC277,191$19.8M10.03%13F-HRTimeline
Annex Advisory Services, LLC275,344$19.7M0.59%-7,95213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP273,775$19.6M1.45%+93813F-HRTimeline
Mariner, LLCin group Mariner, LLC271,670$19.4M0.03%+2,97513F-HRTimelineGroup
Parallel Advisors, LLC269,476$19.2M0.44%+12,47413F-HRTimeline
Compass Financial Group, INC/SD262,072$18.7M3.55%-3,21013F-HRTimeline
Capasso Planning Partners LLC259,641$18.5M7.41%-38,46513F-HRTimeline
Rialto Wealth Management, LLC255,133$18.2M6.02%13F-HRTimeline
Jacobi Capital Management LLC238,832$17.1M1.27%-80,72813F-HRTimeline
Bridgewealth Advisory Group, LLC226,297$16.8M4.75%+32,94313F-HRTimeline
Pure Financial Advisors, LLC235,005$16.8M0.38%-7,10913F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding227,100$16.2M+118,800Timeline
GREAT LAKES ADVISORS, LLC218,940$15.6M0.13%013F-HRTimeline
BIP Wealth, LLC218,570$15.6M1.04%-5,72613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO215,429$15.4M<0.01%+35,39113F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…193,205$13.8M4.95%+4,57113F-HRTimeline
Zhang Financial LLC192,416$13.7M0.79%+14,40513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC188,900$13.5M0.02%+6,56913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC187,272$13.4M0.54%-7,74713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC183,507$13.1M0.05%+12,19413F-HRTimeline
Investment Planning Advisors, Inc.182,597$13M5.7%+152,78713F-HRTimeline
Spartan Planning & Wealth Management181,877$13M11.87%13F-HRTimeline
Principia Wealth Advisory, LLC177,793$12.7M11.93%13F-HRTimeline
RETIREMENT CAPITAL STRATEGIES176,098$12.6M4.76%-2,67813F-HRTimeline
Solano Wealth Investment Advisors LLC174,489$12.5M7.49%13F-HRTimeline
Fourth Dimension Wealth, LLC172,587$12.3M6.44%13F-HRTimeline
Snowden Capital Advisors LLC172,479$12.3M0.38%+4,13813F-HRTimeline
SENTINEL PENSION ADVISORS, LLC172,456$12.3M2.29%-2,51213F-HRTimeline
IAG Wealth Partners, LLC166,176$11.9M2.09%-7,87413F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC163,970$11.7M8.56%13F-HRTimeline
Ervin Investment Management, LLC162,538$11.6M7.49%-4,14113F-HRTimeline
HBW ADVISORY SERVICES LLC161,567$11.5M1.18%+9,17413F-HRTimeline
G&S Capital LLC156,487$11.2M4.61%-99113F-HRTimeline
Balentine LLC156,122$11.2M0.45%+2013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…155,662$11.1M0.09%-8,55313F-HRTimelineGroup
Arete Wealth Advisors, LLC151,710$10.9M0.78%+3,12113F-HRTimeline
Freedom Day Solutions, LLC150,834$10.8M3.22%+1,76513F-HRTimeline
Facet Wealth, Inc.145,192$10.6M0.28%-18,33513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC148,095$10.6M<0.01%-24,00113F-HRTimelineGroup
Investors Research Corp147,994$10.6M2.32%-4,28513F-HRTimeline
Evensky & Katz LLC146,865$10.5M0.69%-5,11013F-HRTimeline
BEACON FINANCIAL GROUP146,834$10.5M1.13%-6,76613F-HRTimeline
Perennial Investment Advisors, LLC145,063$10.4M1.22%+14,51013F-HRTimeline
Summit Investment Advisory Services, LLC137,713$9.84M5.07%+8,31513F-HRTimeline
Bensler, LLC135,338$9.67M1.15%+14,92013F-HRTimeline
SPC Financial, Inc.131,705$9.41M0.82%new13F-HRTimeline
IRON Financial LLC131,292$9.38M5.27%-2,57613F-HRTimeline
Larson Financial Group LLC128,579$9.18M0.48%-11,08413F-HRTimeline
Cannon Financial Strategists, Inc.128,145$9.15M1.57%+1,19513F-HRTimeline
Trilogy Capital Inc.126,811$9.06M0.47%+2,02013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding123,521$8.82M+2,072Timeline
XML Financial, LLC122,828$8.8M0.81%+1,96913F-HRTimeline
Redwood Financial Network Corp119,131$8.51M6.34%+11,80013F-HRTimeline
IHT Wealth Management, LLC117,932$8.42M0.27%+9,27013F-HRTimeline
Integrated Wealth Concepts LLC116,463$8.32M0.1%+2,43513F-HRTimeline
Western Wealth Management, LLC113,583$8.11M0.53%-2,02113F-HR/ATimeline
Atria Investments, Inc105,065$7.5M0.09%+22,62113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding104,597$7.47M+17,844Timeline
Global Retirement Partners, LLC104,581$7.47M0.21%+5,76713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC104,537$7.47M0.25%-1,14313F-HRTimeline
PAX Financial Group, LLC103,762$7.41M1.33%-8,84513F-HRTimeline
Financial Management Professionals, Inc.103,618$7.4M0.94%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP102,337$7.31M0.01%-25,27313F-HRTimelineGroup
Breakwater Investment Management99,161$7.08M3.01%+9,73713F-HR/ATimeline
Tempus Wealth Planning, LLC97,154$6.94M2.12%+6,11913F-HRTimeline
SFG Wealth Management, LLC.96,598$6.9M3.62%-8,78313F-HRTimeline
CASCADE INVESTMENT GROUP, INC.95,531$6.82M4.88%+2,30913F-HRTimeline
FreeGulliver LLC94,635$6.76M3.53%-32613F-HRTimeline
Cornerstone Financial Group, LLC /NE/93,542$6.68M6.58%13F-HRTimeline
Collaborative Wealth Managment Inc.93,388$6.67M3.03%+1,65413F-HRTimeline
Ashton Thomas Private Wealth, LLC88,397$6.31M0.25%+71,42613F-HRTimeline
Sterneck Capital Management, LLC86,969$6.21M3.36%-2,52113F-HRTimeline
Cetera Investment Advisers86,199$6.16M0.01%+9,48213F-HRTimeline
Treynor Bancshares, Inc.85,838$6.13M6.47%-7,92613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding85,699$6.12M-26,415Timeline
UBS Group AGin group UBS Group AG85,662$6.12M<0.01%-1,25613F-HRTimelineGroup
Spectrum Planning & Advisory Services I…85,402$6.1M5.29%new13F-HRTimeline
FMR LLCin group FMR LLC85,172$6.08M<0.01%+13,48813F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC84,989$6.07M0.77%-4,36813F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…84,925$6.07M0.06%013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC84,870$6.06M0.05%-6,25013F-HRTimelineGroup
Mutual Advisors, LLC83,680$6.04M0.17%-57713F-HRTimeline
Exchange Capital Management, Inc.83,394$5.96M0.95%+4,08913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC82,541$5.9M0.31%-11,42113F-HRTimeline
KWB Wealth83,753$5.87M0.73%-15,78213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS80,312$5.74M0.02%-22,54713F-HRTimeline
Moloney Securities Asset Management, LLC79,729$5.7M0.76%+61,09613F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.79,024$5.65M4.46%-4613F-HRTimeline
ISTHMUS PARTNERS, LLC78,537$5.61M0.68%+73413F-HRTimeline
HARBOUR INVESTMENTS, INC.78,305$5.59M0.16%-10,94113F-HRTimeline
Roundview Capital LLC77,334$5.52M0.39%+3,50313F-HRTimeline
TKG Advisors, LLC73,355$5.44M2.51%+1,49913F-HRTimeline
Legacy Capital Group California, Inc.76,020$5.43M1.66%+16,79313F-HRTimeline
AE Wealth Management LLC75,304$5.38M0.05%+23,15913F-HRTimeline
TD Capital Management LLC73,702$5.26M0.53%+12,02413F-HRTimeline
Values Added Financial LLC73,177$5.23M3.02%-2,30013F-HRTimeline
Aldebaran Financial Inc.69,993$5.02M5.86%+3,07813F-HRTimeline
Slagle Financial, LLC67,931$4.85M2.18%-3,18313F-HRTimeline
Austin Wealth Management, LLC66,002$4.81M1%-64913F-HRTimeline
Roble, Belko & Company, Inc67,370$4.81M0.76%-2,56213F-HRTimeline
Trinity Wealth Management, LLC65,849$4.7M2.13%+2,82713F-HRTimeline
BEAM WEALTH ADVISORS, INC.65,440$4.67M1.48%+18313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP65,397$4.67M0.01%+5,76213F-HRTimelineGroup
Peterson Wealth Advisors, LLC63,515$4.58M0.83%-6,09813F-HRTimeline
Advocacy Wealth Management, LLC62,908$4.49M0.34%013F-HRTimeline
DAGCO, INC.62,752$4.48M1.48%+13,25813F-HRTimeline
HighTower Advisors, LLC62,403$4.46M0.01%-5,00813F-HRTimeline
Advisory Services Network, LLC62,186$4.44M0.08%+3,59613F-HRTimeline
Journey Advisory Group, LLC64,291$4.27M0.51%013F-HRTimeline
OneDigital Investment Advisors LLC59,260$4.23M0.05%-1,07013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI59,243$4.23M0.46%-3,46613F-HRTimeline
CGN Advisors LLC58,754$4.2M0.41%-62313F-HRTimeline
GREENLEAF TRUST57,959$4.14M0.04%-2213F-HRTimeline
Apeiron RIA LLC55,595$3.97M1.11%-49313F-HRTimeline
Good Life Advisors, LLC54,854$3.92M0.29%+74513F-HRTimeline
Praetorian Wealth Management, Inc.54,690$3.91M0.95%+27513F-HRTimeline
JT Stratford LLC52,741$3.77M0.62%+81513F-HRTimeline
AIFG Consultants Ltd.52,468$3.75M6.11%-123,40613F-HRTimeline
Graypoint LLC50,107$3.58M0.22%-1,44513F-HRTimeline
Aptus Capital Advisors, LLC48,735$3.48M0.04%+95213F-HRTimeline
Jacksonville Wealth Management, LLC48,204$3.44M3.21%13F-HRTimeline
Avior Wealth Management, LLC46,518$3.32M0.12%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC45,868$3.28M0.38%+1,76913F-HRTimelineGroup
Dogwood Wealth Management LLC45,545$3.25M1.72%+2,37713F-HRTimeline
Compass Financial Group, Inc.44,793$3.2M1.53%-12613F-HRTimeline
Orion Porfolio Solutions, LLC44,468$3.18M0.03%-1,29713F-HRTimeline
Orion Portfolio Solutions, LLC44,468$3.18M0.03%-1,29713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…44,021$3.14M<0.01%-1,62813F-HRTimelineGroup
MJP ASSOCIATES INC /ADV43,838$3.13M0.56%+54813F-HRTimeline
Equita Financial Network, Inc.42,809$3.06M1.11%-80413F-HRTimeline
Householder Group Estate & Retirement S…41,519$2.96M2.22%-80513F-HRTimeline
Michael A. Dubis Financial Planning, LLC41,295$2.95M2.85%13F-HRTimeline
Sequoia Financial Advisors, LLC41,264$2.95M0.03%+93313F-HR/ATimeline
SENTINEL TRUST CO LBA40,937$2.92M0.34%-97013F-HRTimeline
PITCAIRN COin group PITCAIRN CO40,895$2.92M0.17%013F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT39,513$2.82M0.34%+10,76013F-HRTimeline
NewEdge Advisors, LLC38,459$2.75M0.02%+7,87613F-HRTimeline