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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
LPL Financial LLC8,123,840$608M0.2%-46,30113F-HRTimeline
CWM, LLCin group CWM, LLC3,205,861$240M0.85%+49,44413F-HRTimelineGroup
Creative Planningin group Creative Planning2,970,972$222M0.19%+1,158,18413F-HRTimelineGroup
Private Advisor Group, LLC2,879,644$216M1.16%-141,67813F-HRTimeline
Valmark Advisers, Inc.2,741,138$205M2.86%+83,50613F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding2,623,831$196M+428,887Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,962,221$149M0.25%+383,92213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,922,181$144M-471,555Timeline
Hughes Financial Services, LLC1,610,303$123M21.19%+128,54913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,611,509$121M0.21%+442,76413F-HR/ATimelineGroup
Modern Wealth Management, LLC1,598,319$120M2.97%-96,16413F-HR/ATimeline
Professional Financial Advisors, LLC1,579,615$118M27.44%+30,67213F-HRTimeline
Syntegra Private Wealth Group, LLC1,547,892$116M11.83%-40,25813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,374,427$103M0.03%-50,70313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,321,692$99M0.01%-154,57313F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding1,312,895$98.3M+426,227Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,151,682$86.2M0.02%+2,27913F-HRTimelineGroup
Legacy Private Trust Co.1,108,787$83M5.36%-133,07713F-HRTimeline
Wealthquest Corp1,105,765$82.8M6.53%+20,34513F-HRTimeline
ARS Wealth Advisors Group, LLC1,016,466$76.1M8.79%+19,66913F-HRTimeline
Rockbridge Investment Management, LCC988,681$74M7.94%+14,98513F-HRTimeline
Keener Financial Planning LLC968,454$72.5M36.16%+148,68813F-HRTimeline
Allworth Financial LP921,565$69M0.33%+36,51713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/856,384$64.1M0.01%+58,75713F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding835,721$62.6M+22,993Timeline
Rosenberg Matthew Hamilton783,651$58.7M13.65%+97,96113F-HRTimeline
Financial Strategies Group, Inc.750,283$56.8M11.84%+10,59113F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…745,693$55.8M10.25%+2,80313F-HRTimeline
Shepherd Financial Partners LLC717,485$53.7M5.68%+8,88013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC698,419$52.3M0.09%+90,82313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding690,445$51.7M+573,510Timeline
Weitzel Financial Services, Inc.667,792$51.5M21.81%+15,05613F-HRTimeline
Baltimore-Washington Financial Advisors…671,034$50.3M2.34%+28,17113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC654,236$49M0.02%+154,41613F-HRTimelineGroup
Cambridge Investment Research Advisors,…627,866$47M0.14%-2,08713F-HRTimeline
Symphony Financial, Ltd. Co.623,067$46.9M6.15%+615,51713F-HR/ATimeline
VOISARD ASSET MANAGEMENT GROUP, INC.623,645$46.7M12.04%+74,15113F-HRTimeline
Winch Advisory Services, LLC581,248$43.5M10.63%-3,00813F-HRTimeline
B.O.S.S. Retirement Advisors, LLC579,968$43.4M10.91%new13F-HRTimeline
Aquire Wealth Advisors, LLC563,708$42.2M11.35%+260,40913F-HRTimeline
Advisors Capital Management, LLC552,692$41.4M0.57%+52,85513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC522,982$39.2M0.03%+486,15713F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC522,108$39.1M2.56%+6,14013F-HRTimeline
Winthrop Advisory Group LLC480,143$36M3.47%+55,23913F-HRTimeline
VestGen Advisors, LLC469,654$35.9M1.43%+12,89813F-HRTimeline
RFG Advisory, LLC470,079$35.2M0.83%-1,013,67013F-HRTimeline
Treasure Coast Financial Planning454,103$34M19.82%-21,55813F-HRTimeline
GM Advisory Group, LLC433,504$32.5M1.6%-4,73313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC431,593$32.3M0.3%-15,78513F-HRTimelineGroup
N.E.W. Advisory Services LLC405,132$30.3M2.94%-68,01013F-HRTimeline
Geneos Wealth Management Inc.403,459$30.2M0.74%-389,87813F-HRTimeline
Rinkey Investments378,037$28.3M8.51%-5,61413F-HRTimeline
Kingsview Wealth Management, LLC371,844$27.8M0.47%+33,06813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.366,353$27.4M0.23%+13,18213F-HRTimelineGroup
Rialto Wealth Management, LLC364,072$27.3M7.62%+35,70413F-HRTimeline
Waverly Advisors, LLC349,454$26.2M0.29%-1,79613F-HRTimeline
Roble, Belko & Company, Inc342,064$25.6M3.73%+206,88913F-HRTimeline
Boston Standard Wealth Management, LLC341,551$25.6M4.61%-19,40913F-HRTimeline
Jacobi Capital Management LLC340,738$25.5M1.69%-46,61213F-HRTimeline
SigFig Wealth Management, LLC325,115$24.2M0.8%-16,43613F-HRTimeline
Portfolio Strategies, Inc.319,552$23.9M3.12%-55,65213F-HRTimeline
RVW Wealth, LLC312,454$23.4M1.99%-683,72013F-HRTimeline
Fox Financial, Inc311,660$23.3M19.73%+2,47513F-HRTimeline
MML INVESTORS SERVICES, LLC302,044$22.6M0.07%+17,43413F-HRTimeline
DORVAL Corp301,830$22.6M8.09%+10,48913F-HRTimeline
ABOUND FINANCIAL, LLC301,098$22.5M9.92%+6,39913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA291,570$21.8M<0.01%-83,58213F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO288,606$21.6M<0.01%+20,32013F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP286,892$21.5M1.44%+6,12613F-HRTimeline
Astor Investment Management LLC284,750$21.3M11.52%-30,32413F-HRTimeline
AlphaCore Capital LLC266,087$19.9M0.76%+265,44613F-HRTimeline
BIP Wealth, LLC260,367$19.5M1.2%+23,28513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC256,193$19.2M0.25%new13F-HRTimeline
Zhang Financial LLC254,896$19.1M0.88%-11,65213F-HRTimeline
Compass Financial Group, INC/SD254,592$19.1M3.13%-4,47313F-HRTimeline
Annex Advisory Services, LLC254,583$19.1M0.46%-10,02613F-HRTimeline
Parallel Advisors, LLC249,215$18.7M0.37%-10,31313F-HRTimeline
Bridgewealth Advisory Group, LLC248,644$18.6M4.73%+217,07313F-HRTimeline
Mariner, LLCin group Mariner, LLC242,378$18.2M0.03%+39,42913F-HRTimelineGroup
Royal Harbor Partners, LLC237,781$17.8M6.51%-9,60413F-HRTimeline
Balefire, LLC237,450$17.8M3.87%-59,75713F-HRTimeline
AssuredPartners Investment Advisors, LLC228,651$17.1M4.19%new13F-HRTimeline
Farther Finance Advisors, LLC224,818$16.8M0.34%+57,48513F-HRTimeline
Pure Financial Advisors, LLC223,257$16.7M0.29%-7,79113F-HRTimeline
Atlas Private Wealth Advisors214,647$16.1M2.07%+22,61613F-HRTimeline
Moloney Securities Asset Management, LLC211,960$15.9M1.96%-45213F-HRTimeline
Spartan Planning & Wealth Management198,046$14.8M12.7%+75,25413F-HRTimeline
Facet Wealth, Inc.192,720$14.7M0.34%-7,08513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…196,626$14.7M5.3%+4,94913F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC195,523$14.6M9.26%-4,19813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC195,186$14.6M0.02%-3,87113F-HRTimeline
GREAT LAKES ADVISORS, LLC190,064$14.2M0.12%+1,37213F-HRTimeline
IAG Wealth Partners, LLC183,352$13.7M1.82%+13,57613F-HRTimeline
HBW ADVISORY SERVICES LLC183,232$13.7M1.69%+14,37313F-HRTimeline
Capasso Planning Partners LLC176,268$13.2M7.47%-81,17713F-HRTimeline
Snowden Capital Advisors LLC174,368$13.1M0.39%+1,44313F-HRTimeline
Arete Wealth Advisors, LLC169,325$12.7M0.9%+9,07113F-HRTimeline
Fourth Dimension Wealth, LLC167,751$12.6M5.31%+16,88013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC163,400$12.2M2.06%-8,63113F-HRTimeline
Principia Wealth Advisory, LLC163,049$12.2M10.37%-18,97413F-HRTimeline
Ervin Investment Management, LLC162,883$12.2M7.63%+85,21513F-HRTimeline
Bensler, LLC153,170$11.5M1.28%+6,04013F-HRTimeline
XML Financial, LLC152,659$11.4M0.99%+21,30613F-HRTimeline
Evensky & Katz LLC152,444$11.4M0.7%+10,45613F-HRTimeline
G&S Capital LLC152,376$11.4M4.52%-84213F-HRTimeline
Balentine LLC150,742$11.3M0.44%-3,91213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC150,537$11.3M<0.01%+1,19713F-HRTimelineGroup
Investors Research Corp144,102$10.8M2.12%-3,07013F-HRTimeline
Summit Investment Advisory Services, LLC143,787$10.8M4.68%+4,65113F-HR/ATimeline
RETIREMENT CAPITAL STRATEGIES139,740$10.5M4.15%-31,91013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP139,300$10.4M0.02%-22,70013F-HRTimelineGroup
BEACON FINANCIAL GROUP136,146$10.2M1.06%-16613F-HRTimeline
Cornerstone Financial Group, LLC /NE/134,568$10.1M8.57%+1,88713F-HRTimeline
IRON Financial LLC131,545$9.85M5.21%-1,32013F-HRTimeline
Freedom Day Solutions, LLC126,726$9.49M2.82%-20,73413F-HRTimeline
UBS Group AGin group UBS Group AG126,193$9.45M<0.01%+23,24013F-HRTimelineGroup
Western Wealth Management, LLC126,033$9.44M0.56%+4,06613F-HRTimeline
Redwood Financial Network Corp125,108$9.37M6.33%+2,13313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…120,213$9M0.07%-17,41413F-HRTimelineGroup
LITTLE HOUSE CAPITAL LLC119,167$8.92M2.24%+5,56713F-HRTimeline
Global Retirement Partners, LLC118,999$8.91M0.22%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC116,606$8.73M0.24%+11,59313F-HRTimeline
TD Capital Management LLC109,966$8.24M0.78%+21,80213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC106,657$7.99M0.27%-62,77413F-HRTimelineGroup
Larson Financial Group LLC105,733$7.92M0.32%-12,17513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP102,689$7.69M0.01%-1,15213F-HRTimelineGroup
Exchange Capital Management, Inc.102,545$7.68M1.15%+6,99513F-HRTimeline
Cetera Investment Advisers99,030$7.42M0.01%+5,95013F-HRTimeline
Atria Investments, Inc98,980$7.41M0.09%-9,44813F-HRTimeline
Tempus Wealth Planning, LLC98,243$7.36M1.83%+3,56513F-HRTimeline
Wealth Alliance Advisory Group, LLC96,527$7.23M1.38%+4,39013F-HRTimeline
FreeGulliver LLC96,288$7.21M3.32%+77613F-HRTimeline
Collaborative Wealth Managment Inc.94,934$7.11M3.1%+3,21613F-HRTimeline
FMR LLCin group FMR LLC94,862$7.1M<0.01%+3,28213F-HRTimelineGroup
Breakwater Investment Management94,513$7.08M2.74%-4,81113F-HRTimeline
CASCADE INVESTMENT GROUP, INC.94,512$7.08M4.94%+1,71713F-HRTimeline
Sterneck Capital Management, LLC89,836$6.73M3.41%+2,36213F-HRTimeline
CABOT WEALTH MANAGEMENT INC89,290$6.69M0.8%+2,12713F-HRTimeline
PAX Financial Group, LLC88,357$6.62M1.26%-12,64313F-HRTimeline
Mutual Advisors, LLC84,825$6.55M0.16%+3,62213F-HRTimeline
Cannon Financial Strategists, Inc.87,290$6.54M1.03%-38,42313F-HRTimeline
SFG Wealth Management, LLC.86,614$6.49M3.92%+3,63113F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…84,925$6.36M0.06%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC84,183$6.3M0.22%-5,93613F-HRTimeline
Aerodigm Wealth, LLC83,987$6.29M3.02%new13F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.83,292$6.24M4.75%+1,69513F-HRTimeline
ISTHMUS PARTNERS, LLC82,977$6.21M0.73%+3,46913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…82,359$6.17M0.17%-1,64213F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC79,307$5.94M0.04%-79813F-HR/ATimelineGroup
Brady Martz Wealth Solutions, LLC77,581$5.81M1.12%new13F-HRTimeline
Roundview Capital LLC76,156$5.7M0.38%-3,02313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC76,068$5.7M0.27%-81513F-HRTimeline
JT Stratford LLC73,945$5.54M0.84%+45813F-HRTimeline
Private Wealth Group, LLC73,062$5.47M2.91%+53,26513F-HRTimeline
Aldebaran Financial Inc.73,014$5.47M6.05%+4,39713F-HRTimeline
Legacy Capital Group California, Inc.72,716$5.45M1.51%-4,42813F-HRTimeline
Values Added Financial LLC69,993$5.24M2.54%-53513F-HRTimeline
TKG Advisors, LLC68,886$5.16M2.31%+50113F-HRTimeline
HighTower Advisors, LLC68,000$5.09M0.01%-64013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS67,545$5.06M0.01%-11,52413F-HRTimeline
Trinity Wealth Management, LLC67,459$5.05M2.01%+1,50613F-HRTimeline
BEAM WEALTH ADVISORS, INC.65,165$4.88M1.45%-44713F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC64,165$4.81M1.25%new13F-HRTimelineGroup
Maridea Wealth Management LLC63,997$4.79M1.25%new13F-HRTimeline
Advocacy Wealth Management, LLC62,525$4.68M0.29%013F-HRTimeline
Austin Wealth Management, LLC60,738$4.65M0.83%-5,29513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…60,391$4.52M0.1%+14,20713F-HRTimelineGroup
LVM CAPITAL MANAGEMENT LTD/MI60,298$4.52M0.47%-62513F-HRTimeline
DAGCO, INC.60,206$4.51M1.26%-6,56913F-HRTimeline
Advisory Services Network, LLC58,769$4.5M0.07%-80113F-HRTimeline
Perennial Investment Advisors, LLC59,892$4.49M0.44%-29,32913F-HRTimeline
CGN Advisors LLC59,797$4.48M0.4%-51613F-HRTimeline
Good Life Advisors, LLC59,621$4.47M0.28%+3,43113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP57,664$4.32M0.01%-4,37413F-HR/ATimelineGroup
Peterson Wealth Advisors, LLC57,599$4.31M0.71%-3,24213F-HRTimeline
IHT Wealth Management, LLC57,278$4.29M0.12%-6,11313F-HRTimeline
HARBOUR INVESTMENTS, INC.56,239$4.21M0.11%-1,44513F-HRTimeline
Apeiron RIA LLC55,564$4.16M1.07%-59013F-HRTimeline
Praetorian Wealth Management, Inc.54,450$4.08M0.94%-11713F-HRTimeline
Journey Advisory Group, LLC52,683$3.95M0.31%-4,99913F-HRTimeline
Avior Wealth Management, LLC50,501$3.78M0.13%+1,66013F-HRTimeline
GREENLEAF TRUST50,465$3.78M0.03%-7,49413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding49,971$3.74M+2,485Timeline
AE Wealth Management LLC49,962$3.74M0.03%-54,80313F-HRTimeline
Aptus Capital Advisors, LLC49,508$3.71M0.04%+74813F-HRTimeline
Integrated Wealth Concepts LLC48,959$3.67M0.04%+89513F-HRTimeline
Medallion Wealth Advisors, LLC48,645$3.64M1.41%+9,89713F-HRTimeline
Graypoint LLC48,475$3.63M0.2%-2,56813F-HRTimeline
KWB Wealth53,211$3.62M0.44%-8,37113F-HRTimeline
NewEdge Advisors, LLC46,953$3.52M0.02%+14,83913F-HRTimeline
BANK OF HAWAII46,845$3.51M0.19%+10,38213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC46,394$3.47M0.34%+1,52113F-HRTimelineGroup
MJP ASSOCIATES INC /ADV45,777$3.43M0.51%+1,54913F-HRTimeline
Gateway Wealth Partners, LLC45,102$3.38M0.64%+40,93813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…44,296$3.32M<0.01%-66613F-HRTimelineGroup
Compass Financial Group, Inc.43,920$3.29M1.65%-74713F-HRTimeline
Solano Wealth Investment Advisors LLC43,499$3.26M1.67%-140,14513F-HRTimeline
OneDigital Investment Advisors LLC42,875$3.21M0.04%-14,24013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT42,351$3.17M0.37%+29513F-HRTimeline
Sequoia Financial Advisors, LLC41,928$3.14M0.02%-3,15813F-HRTimeline