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Disclosery

SPTM SPDR SERIES TRUST

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SHS (fund)

631 managers (638 13F filers) reported a position in SPTM shares at 2025-03-31, 84,852,923 shares in all. 42 filers opened a position and 33 filers sold out during the quarter.

Managers
631
13F filers
638
New
42
Added
223
Reduced
259
Sold out
33
Shares held by filers
84,852,923

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC8,170,141$556M0.22%-230,83613F-HRTimeline
CWM, LLCin group CWM, LLC3,156,417$215M0.86%-204,92413F-HRTimelineGroup
Private Advisor Group, LLC3,021,322$205M1.24%-7,63713F-HRTimeline
Valmark Advisers, Inc.2,657,632$181M2.73%+142,21813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,393,736$163M-280,817Timeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding2,194,944$149M-17,594Timeline
Creative Planningin group Creative Planning1,812,788$123M0.12%+1,482,12913F-HRTimelineGroup
Modern Wealth Management, LLC1,694,483$115M3.68%-20,87613F-HR/ATimeline
Syntegra Private Wealth Group, LLC1,588,150$108M12.63%+47,19613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,578,299$107M0.21%-85,88513F-HRTimeline
Professional Financial Advisors, LLC1,548,943$105M26.75%+23,35213F-HRTimeline
Hughes Financial Services, LLC1,481,754$101M19.77%-13,69513F-HRTimeline
RFG Advisory, LLC1,483,749$101M2.73%-530,12313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,476,265$100M0.01%+188,54413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,425,130$96.8M0.03%-112,01813F-HRTimelineGroup
Legacy Private Trust Co.1,241,864$84.5M5.81%+350,09113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,168,745$79.5M0.18%-142,10013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,149,403$78.2M0.02%-32,77513F-HRTimelineGroup
Wealthquest Corp1,085,420$73.8M6.16%-26,98813F-HR/ATimeline
ARS Wealth Advisors Group, LLC996,797$67.8M9.58%-7,40013F-HRTimeline
RVW Wealth, LLC996,174$67.7M6.38%+680,26113F-HRTimeline
Rockbridge Investment Management, LCC973,696$66.2M7.84%-30,68113F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding886,668$60.3M-136,271Timeline
Allworth Financial LP885,048$58.8M0.33%-128,49913F-HRTimeline
Keener Financial Planning LLC819,766$55.8M36.24%-54,59713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding812,728$55.3M-12,381Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/797,627$54.2M<0.01%+135,64213F-HRTimelineGroup
Geneos Wealth Management Inc.793,337$54M0.79%+436,69013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…742,890$50.5M10.56%+138,57013F-HRTimeline
Financial Strategies Group, Inc.739,692$48.3M11.42%-4,09513F-HRTimeline
Shepherd Financial Partners LLC708,605$48.2M5.65%-777,30013F-HRTimeline
Rosenberg Matthew Hamilton685,690$46.6M11.69%+61,30013F-HRTimeline
Baltimore-Washington Financial Advisors…642,863$43.7M2.32%+25,35713F-HRTimeline
Cambridge Investment Research Advisors,…629,953$42.8M0.14%-30,00913F-HRTimeline
Weitzel Financial Services, Inc.652,736$42.6M20.33%-12,25813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC607,596$41.3M0.08%-2,22413F-HRTimelineGroup
Winch Advisory Services, LLC584,256$39.7M10.51%+10,62813F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.549,494$37.4M10.92%+138,70013F-HRTimeline
Jaffetilchin Investment Partners, LLC515,968$35.1M2.55%-4,09513F-HRTimeline
Advisors Capital Management, LLC499,837$34M0.53%+120,86013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC499,820$34M0.01%-118,47213F-HRTimelineGroup
Treasure Coast Financial Planning475,661$32.3M20.05%-4,24213F-HRTimeline
N.E.W. Advisory Services LLC473,142$32.2M2.46%+67,10013F-HRTimeline
VestGen Advisors, LLC456,756$31.1M1.41%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC447,378$30.4M0.37%-2,54313F-HRTimelineGroup
GM Advisory Group, LLC438,237$29.8M1.61%-5,39813F-HRTimeline
Winthrop Advisory Group LLC424,904$28.9M3.47%-30,54813F-HRTimeline
TOWNSQUARE CAPITAL LLC389,529$26.5M0.28%+367,25013F-HRTimeline
Jacobi Capital Management LLC387,350$26.3M1.94%+148,51813F-HRTimeline
Rinkey Investments383,651$26.1M8.27%-9,17913F-HRTimeline
Portfolio Strategies, Inc.375,204$25.5M3.95%-42,51713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA375,152$25.5M0.01%+91,87213F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.353,171$24M0.23%+16,45613F-HRTimelineGroup
Boston Standard Wealth Management, LLC360,960$23.9M5.26%+12,95613F-HRTimeline
Waverly Advisors, LLC351,250$23.9M0.29%-3,30113F-HRTimeline
Kingsview Wealth Management, LLC338,776$23M0.43%+19,70113F-HRTimeline
Rialto Wealth Management, LLC328,368$22.3M7.01%+73,23513F-HRTimeline
SigFig Wealth Management, LLC341,551$21.8M0.79%-13,60213F-HRTimeline
Astor Investment Management LLC315,074$21.4M11.4%-3,32813F-HRTimeline
DORVAL Corp291,341$21M8.47%+1,17913F-HRTimeline
Fox Financial, Inc309,185$21M19.79%+2,67613F-HRTimeline
Aquire Wealth Advisors, LLC303,299$20.6M6.35%-5,14113F-HRTimeline
Balefire, LLC297,207$20.2M6.93%-4,85213F-HRTimeline
ABOUND FINANCIAL, LLC294,699$20M10.14%+17,50813F-HRTimeline
AllGen Financial Advisors, Inc.285,342$19.4M5.74%new13F-HRTimeline
MML INVESTORS SERVICES, LLC284,610$19.4M0.06%+101,10313F-HRTimeline
Callan Capital, LLC281,017$19.1M1.41%-10,22213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP280,766$19.1M1.43%+6,99113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO268,286$18.2M<0.01%+52,85713F-HRTimelineGroup
Zhang Financial LLC266,548$18.1M0.96%+74,13213F-HRTimeline
Annex Advisory Services, LLC264,609$18M0.51%-10,73513F-HRTimeline
Parallel Advisors, LLC259,528$17.7M0.4%-9,94813F-HRTimeline
Compass Financial Group, INC/SD259,065$17.6M3.33%-3,00713F-HRTimeline
Capasso Planning Partners LLC257,445$17.5M7.33%-2,19613F-HRTimeline
Royal Harbor Partners, LLC247,385$16.8M6.52%-314,21513F-HRTimeline
BIP Wealth, LLC237,082$16.1M1.05%+18,51213F-HRTimeline
Pure Financial Advisors, LLC231,048$15.7M0.33%-3,95713F-HRTimeline
Moloney Securities Asset Management, LLC212,412$14.4M1.95%+132,68313F-HRTimeline
Mariner, LLCin group Mariner, LLC202,949$13.8M0.02%-68,72113F-HRTimelineGroup
Facet Wealth, Inc.199,805$13.7M0.35%+54,61313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC199,721$13.6M9.86%+35,75113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC199,057$13.5M0.02%+10,15713F-HRTimeline
Atlas Private Wealth Advisors192,031$13.1M1.82%+157,97213F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…191,677$13M4.98%-1,52813F-HRTimeline
GREAT LAKES ADVISORS, LLC188,692$12.8M0.11%-30,24813F-HRTimeline
Solano Wealth Investment Advisors LLC183,644$12.5M7.73%+9,15513F-HRTimeline
Principia Wealth Advisory, LLC182,023$12M11.59%+4,23013F-HRTimeline
Investment Planning Advisors, Inc.176,319$12M4.87%-6,27813F-HRTimeline
Snowden Capital Advisors LLC172,925$11.8M0.38%+44613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC172,031$11.7M2.15%-42513F-HRTimeline
RETIREMENT CAPITAL STRATEGIES171,650$11.7M4.56%-4,44813F-HRTimeline
IAG Wealth Partners, LLC169,776$11.5M1.79%+3,60013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC169,431$11.5M0.43%-17,84113F-HRTimelineGroup
HBW ADVISORY SERVICES LLC168,859$11.5M1.63%+7,29213F-HRTimeline
Farther Finance Advisors, LLC167,333$11.4M0.29%+166,86913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP162,000$11M0.02%-65,10013F-HRTimelineGroup
Arete Wealth Advisors, LLC160,254$10.9M0.83%+8,54413F-HRTimeline
Balentine LLC154,654$10.5M0.44%-1,46813F-HRTimeline
G&S Capital LLC153,218$10.4M4.42%-3,26913F-HRTimeline
Fourth Dimension Wealth, LLC150,871$10.3M4.96%-21,71613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC149,340$10.2M<0.01%+1,24513F-HR/ATimelineGroup
Freedom Day Solutions, LLC147,460$10M3.07%-3,37413F-HRTimeline
Investors Research Corp147,172$10M2.17%-82213F-HRTimeline
Bensler, LLC147,130$10M1.25%+11,79213F-HRTimeline
Evensky & Katz LLC141,988$9.66M0.65%-4,87713F-HRTimeline
Summit Investment Advisory Services, LLC139,136$9.46M4.64%+1,42313F-HRTimeline
Cornerstone Financial Group, LLC /NE/132,681$9.4M8.46%+39,13913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…137,627$9.36M0.08%-18,03513F-HRTimelineGroup
BEACON FINANCIAL GROUP136,312$9.27M1.01%-10,52213F-HRTimeline
Roble, Belko & Company, Inc135,175$9.19M1.47%+67,80513F-HRTimeline
IRON Financial LLC132,865$9.04M5.07%+1,57313F-HRTimeline
XML Financial, LLC131,353$8.93M0.83%+8,52513F-HRTimeline
Cannon Financial Strategists, Inc.125,713$8.55M1.47%-2,43213F-HRTimeline
Redwood Financial Network Corp122,975$8.36M6.37%+3,84413F-HRTimeline
Spartan Planning & Wealth Management122,792$8.35M8.09%-59,08513F-HRTimeline
Western Wealth Management, LLC121,967$8.29M0.55%+8,38413F-HRTimeline
Larson Financial Group LLC117,908$8.02M0.38%-10,67113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding116,935$7.95M+12,338Timeline
LITTLE HOUSE CAPITAL LLC113,600$7.73M2.12%new13F-HRTimeline
Financial Management Professionals, Inc.113,194$7.7M0.98%+9,57613F-HRTimeline
Atria Investments, Inc108,428$7.37M0.09%+3,36313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC105,013$7.14M0.25%+47613F-HRTimeline
AE Wealth Management LLC104,765$7.13M0.06%+29,46113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP103,841$7.06M0.01%+1,50413F-HRTimelineGroup
UBS Group AGin group UBS Group AG102,953$7M<0.01%+17,29113F-HRTimelineGroup
PAX Financial Group, LLC101,000$6.87M1.22%-2,76213F-HRTimeline
Breakwater Investment Management99,324$6.76M2.88%+16313F-HRTimeline
Exchange Capital Management, Inc.95,550$6.5M1.05%+12,15613F-HRTimeline
FreeGulliver LLC95,512$6.5M3.29%+87713F-HRTimeline
Tempus Wealth Planning, LLC94,678$6.44M1.92%-2,47613F-HRTimeline
Cetera Investment Advisers93,080$6.33M0.01%+6,88113F-HRTimeline
CASCADE INVESTMENT GROUP, INC.92,795$6.31M4.85%-2,73613F-HRTimeline
Wealth Alliance Advisory Group, LLC92,137$6.27M1.3%new13F-HRTimeline
Collaborative Wealth Managment Inc.91,718$6.24M2.92%-1,67013F-HRTimeline
FMR LLCin group FMR LLC91,580$6.23M<0.01%+6,40813F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC90,119$6.13M0.23%+1,72213F-HRTimeline
Perennial Investment Advisors, LLC89,221$6.07M0.68%-55,84213F-HRTimeline
TD Capital Management LLC88,164$6M0.61%+14,46213F-HRTimeline
Sterneck Capital Management, LLC87,474$5.95M3.22%+50513F-HRTimeline
CABOT WEALTH MANAGEMENT INC87,163$5.93M0.76%+2,17413F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…84,925$5.78M0.06%013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…84,001$5.71M0.18%-1,69813F-HRTimelineGroup
SFG Wealth Management, LLC.82,983$5.64M2.76%-13,61513F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.81,597$5.55M4.42%+2,57313F-HRTimeline
FLOW TRADERS U.S. LLC80,624$5.48M0.23%+64,47413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC80,105$5.45M0.05%-4,76513F-HR/ATimelineGroup
Mutual Advisors, LLC81,203$5.43M0.16%-2,47713F-HRTimeline
ISTHMUS PARTNERS, LLC79,508$5.41M0.68%+97113F-HRTimeline
Roundview Capital LLC79,179$5.38M0.39%+1,84513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS79,069$5.38M0.01%-1,24313F-HRTimeline
Legacy Capital Group California, Inc.77,144$5.25M1.83%+1,12413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC76,883$5.23M0.27%-5,65813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…75,946$5.17M0.01%+72,09613F-HRTimelineGroup
JT Stratford LLC73,487$5M0.88%+20,74613F-HRTimeline
Values Added Financial LLC70,528$4.8M2.66%-2,64913F-HRTimeline
HighTower Advisors, LLC68,640$4.67M0.01%+6,23713F-HRTimeline
Aldebaran Financial Inc.68,617$4.67M5.7%-1,37613F-HRTimeline
TKG Advisors, LLC68,385$4.65M2.29%-4,97013F-HRTimeline
DAGCO, INC.66,775$4.54M1.47%+4,02313F-HRTimeline
Trinity Wealth Management, LLC65,953$4.49M2.05%+10413F-HRTimeline
BEAM WEALTH ADVISORS, INC.65,612$4.46M1.5%+17213F-HRTimeline
Slagle Financial, LLC65,378$4.45M1.97%-2,55313F-HRTimeline
KWB Wealth61,582$4.4M0.53%-22,17113F-HRTimeline
Austin Wealth Management, LLC66,033$4.39M0.88%+3113F-HRTimeline
IHT Wealth Management, LLC63,391$4.31M0.13%-54,54113F-HRTimeline
Advocacy Wealth Management, LLC62,525$4.25M0.29%-38313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP62,038$4.22M0.01%-3,35913F-HRTimelineGroup
LVM CAPITAL MANAGEMENT LTD/MI60,923$4.14M0.46%+1,68013F-HRTimeline
CGN Advisors LLC60,313$4.1M0.4%+1,55913F-HRTimeline
Advisory Services Network, LLC59,570$4.05M0.08%-2,61613F-HRTimeline
GREENLEAF TRUST57,959$3.94M0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.57,684$3.92M0.11%-20,62113F-HRTimeline
Journey Advisory Group, LLC57,682$3.92M0.32%-6,60913F-HRTimeline
OneDigital Investment Advisors LLC57,115$3.88M0.05%-2,14513F-HRTimeline
Good Life Advisors, LLC56,190$3.82M0.27%+1,33613F-HRTimeline
Apeiron RIA LLC56,154$3.82M1.15%+55913F-HRTimeline
Peterson Wealth Advisors, LLC60,841$3.74M0.72%-2,67413F-HRTimeline
Praetorian Wealth Management, Inc.54,567$3.71M0.9%-12313F-HRTimeline
OLD MISSION CAPITAL LLC53,158$3.62M0.07%new13F-HRTimeline
Graypoint LLC51,043$3.47M0.22%+93613F-HRTimeline
Jacksonville Wealth Management, LLC49,098$3.34M3.29%+89413F-HRTimeline
Avior Wealth Management, LLC48,841$3.32M0.13%+2,32313F-HRTimeline
Aptus Capital Advisors, LLC48,760$3.32M0.04%+2513F-HRTimeline
AIFG Consultants Ltd.48,315$3.29M5.41%-4,15313F-HRTimeline
Integrated Wealth Concepts LLC48,064$3.27M0.04%-68,39913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding47,486$3.23M-76,035Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…46,184$3.14M0.07%+17,25713F-HRTimelineGroup
Sequoia Financial Advisors, LLC45,086$3.07M0.02%+3,82213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…44,962$3.06M<0.01%+94113F-HRTimelineGroup
Ervin Investment Management, LLC77,668$3.06M2.06%-84,87013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC44,873$3.05M0.35%-99513F-HRTimelineGroup
Compass Financial Group, Inc.44,667$3.04M1.56%-12613F-HRTimeline
MJP ASSOCIATES INC /ADV44,228$3.01M0.54%+39013F-HRTimeline
Orion Porfolio Solutions, LLC42,774$2.91M0.03%-1,69413F-HRTimeline
Orion Portfolio Solutions, LLC42,774$2.91M0.03%-1,69413F-HR/ATimeline
SHEETS SMITH WEALTH MANAGEMENT42,056$2.86M0.36%+2,54313F-HRTimeline
Equita Financial Network, Inc.41,965$2.85M1%-84413F-HRTimeline
Michael A. Dubis Financial Planning, LLC41,315$2.81M2.73%+2013F-HRTimeline
Betterment LLC40,040$2.72M0.01%+4,37413F-HRTimeline
Medallion Wealth Advisors, LLC38,748$2.64M1.2%+6,90313F-HRTimeline