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Disclosery

SPTM SPDR SERIES TRUST

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SHS (fund)

665 managers (673 13F filers) reported a position in SPTM shares at 2025-09-30, 90,939,615 shares in all. 58 filers opened a position and 27 filers sold out during the quarter.

Managers
665
13F filers
673
New
58
Added
217
Reduced
274
Sold out
27
Shares held by filers
90,939,615

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC8,271,397$667M0.19%+147,55713F-HRTimeline
CWM, LLCin group CWM, LLC3,127,476$252M0.76%-78,38513F-HRTimelineGroup
Creative Planningin group Creative Planning3,017,159$243M0.19%+46,18713F-HRTimelineGroup
Private Advisor Group, LLC2,845,996$230M1.13%-33,64813F-HRTimeline
Valmark Advisers, Inc.2,818,606$227M2.94%+77,46813F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding2,645,362$213M+21,531Timeline
ASSETMARK, INCin group ASSETMARK, INC2,575,084$208M0.45%+2,554,57413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,973,730$160M0.24%+11,50913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,729,804$136M0.19%+118,29513F-HRTimelineGroup
Hughes Financial Services, LLC1,630,436$134M21.36%+20,13313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,650,075$133M-272,106Timeline
Professional Financial Advisors, LLC1,624,615$131M27.57%+45,00013F-HRTimeline
Syntegra Private Wealth Group, LLC1,507,600$122M11.46%-40,29213F-HRTimeline
Modern Wealth Management, LLC1,486,905$120M2.37%-111,41413F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding1,439,417$116M+126,522Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,411,187$114M0.03%+36,76013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,343,005$108M0.01%+21,31313F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,138,157$91.8M0.02%-13,52513F-HRTimelineGroup
Wealthquest Corp1,105,306$89.1M7.11%-45913F-HRTimeline
ARS Wealth Advisors Group, LLC1,015,987$81.9M8.09%-47913F-HRTimeline
Keener Financial Planning LLC975,898$78.7M36.51%+7,44413F-HRTimeline
Allworth Financial LP973,158$78.5M0.35%+51,59313F-HRTimeline
Rockbridge Investment Management, LCC964,022$77.7M7.67%-24,65913F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding943,640$76.1M+107,919Timeline
Legacy Private Trust Co.897,926$72.4M4.33%-210,86113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/895,149$72.2M0.01%+38,76513F-HR/ATimelineGroup
Rosenberg Matthew Hamilton774,963$62.5M13.51%-8,68813F-HRTimeline
Financial Strategies Group, Inc.749,054$61.8M11.79%-1,22913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.757,202$61.1M14.13%+133,55713F-HRTimeline
Cambridge Investment Research Advisors,…743,715$60M0.16%+115,84913F-HRTimeline
Shepherd Financial Partners LLC725,924$58.5M5.57%+8,43913F-HRTimeline
Baltimore-Washington Financial Advisors…716,628$57.8M2.48%+45,59413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC700,721$56.5M0.09%+2,30213F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…693,639$55.9M9.09%-52,05413F-HRTimeline
Weitzel Financial Services, Inc.669,240$53.5M21.72%+1,44813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC645,453$52.1M0.02%-8,78313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding618,137$49.9M-72,308Timeline
B.O.S.S. Retirement Advisors, LLC618,213$49.9M11.92%+38,24513F-HRTimeline
Symphony Financial, Ltd. Co.613,240$49.2M5.99%-9,82713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC599,919$48.4M0.03%+76,93713F-HRTimelineGroup
Advisors Capital Management, LLC598,318$48.3M0.6%+45,62613F-HRTimeline
Winch Advisory Services, LLC585,419$47.2M10.62%+4,17113F-HRTimeline
Aquire Wealth Advisors, LLC535,588$43.2M10.64%-28,12013F-HRTimeline
Jaffetilchin Investment Partners, LLC523,934$42.3M2.53%+1,82613F-HRTimeline
Winthrop Advisory Group LLC472,826$38.1M3.34%-7,31713F-HRTimeline
VestGen Advisors, LLC466,840$37.7M1.25%-2,81413F-HRTimeline
GM Advisory Group, LLC428,917$34.6M1.47%-4,58713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC425,326$34.3M0.27%-6,26713F-HRTimelineGroup
Treasure Coast Financial Planning417,729$33.7M18.79%-36,37413F-HRTimeline
Geneos Wealth Management Inc.417,045$33.6M0.85%+13,58613F-HRTimeline
N.E.W. Advisory Services LLC413,575$33.4M2.98%+8,44313F-HRTimeline
Kingsview Wealth Management, LLC384,490$31M0.47%+12,64613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.380,524$30.7M0.23%+14,17113F-HRTimelineGroup
Rinkey Investments374,471$30.2M8.01%-3,56613F-HRTimeline
Beacon Capital Management, Inc.373,576$30.1M1.44%new13F-HRTimeline
RFG Advisory, LLC368,686$29.7M0.61%-101,39313F-HRTimeline
Rialto Wealth Management, LLC367,020$29.6M7.64%+2,94813F-HRTimeline
Boston Standard Wealth Management, LLC342,411$27.6M4.64%+86013F-HRTimeline
MML INVESTORS SERVICES, LLC331,330$26.7M0.07%+29,28613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO318,887$25.7M<0.01%+30,28113F-HR/ATimelineGroup
Waverly Advisors, LLC318,704$25.7M0.26%-30,75013F-HRTimeline
ABOUND FINANCIAL, LLC317,216$25.6M10.24%+16,11813F-HRTimeline
RVW Wealth, LLC311,867$25.2M1.96%-58713F-HRTimeline
Virtue Capital Management, LLC37,722$25.1M4.01%+16,23813F-HR/ATimeline
DORVAL Corp310,920$25.1M8.3%+9,09013F-HRTimeline
SigFig Wealth Management, LLC312,109$25M0.77%-13,00613F-HRTimeline
Fox Financial, Inc308,330$24.9M19.79%-3,33013F-HRTimeline
Roble, Belko & Company, Inc300,021$24.2M3.28%-42,04313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP290,936$23.5M1.45%+4,04413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA286,103$23.1M<0.01%-5,46713F-HRTimelineGroup
BIP Wealth, LLC268,457$21.7M1.07%+8,09013F-HRTimeline
Zhang Financial LLC266,964$21.5M0.87%+12,06813F-HRTimeline
Bridgewealth Advisory Group, LLC259,333$20.9M4.85%+10,68913F-HRTimeline
AlphaCore Capital LLC259,301$20.9M0.7%-6,78613F-HRTimeline
Jacobi Capital Management LLC258,163$20.8M1.27%-82,57513F-HRTimeline
Mariner, LLCin group Mariner, LLC256,457$20.7M0.03%+14,07913F-HRTimelineGroup
Compass Financial Group, INC/SD250,196$20.2M3.03%-4,39613F-HRTimeline
Annex Advisory Services, LLC249,984$20.2M0.43%-4,59913F-HRTimeline
Parallel Advisors, LLC242,863$19.6M0.36%-6,35213F-HRTimeline
AssuredPartners Investment Advisors, LLC239,102$19.3M4.29%+10,45113F-HRTimeline
Balefire, LLC230,342$18.6M3.71%-7,10813F-HRTimeline
Royal Harbor Partners, LLC229,030$18.5M6.26%-8,75113F-HRTimeline
Cetera Investment Advisers217,084$17.5M0.02%+118,05413F-HRTimeline
Pure Financial Advisors, LLC212,678$17.2M0.27%-10,57913F-HRTimeline
HBW ADVISORY SERVICES LLC202,451$16.3M1.84%+19,21913F-HRTimeline
Spartan Planning & Wealth Management201,382$16.2M12.68%+3,33613F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC199,346$16.1M9.56%+3,82313F-HRTimeline
Moloney Securities Asset Management, LLC195,940$15.8M1.88%-16,02013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…195,196$15.7M4.9%-1,43013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC188,820$15.2M0.02%-6,36613F-HRTimeline
GREAT LAKES ADVISORS, LLC188,227$15.2M0.13%-1,83713F-HRTimeline
Facet Wealth, Inc.187,465$15.1M0.31%-5,25513F-HRTimeline
IAG Wealth Partners, LLC187,352$15.1M1.81%+4,00013F-HRTimeline
Capasso Planning Partners LLC181,979$14.7M9.15%+5,71113F-HRTimeline
Fourth Dimension Wealth, LLC177,903$14.3M5.47%+10,15213F-HRTimeline
Snowden Capital Advisors LLC176,224$14.2M0.39%+1,85613F-HRTimeline
Farther Finance Advisors, LLC168,256$13.6M0.21%-56,56213F-HRTimeline
Arete Wealth Advisors, LLC163,525$13.2M0.83%-5,80013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC162,240$13.1M<0.01%+11,70313F-HRTimelineGroup
Ervin Investment Management, LLC161,149$13M7.44%-1,73413F-HRTimeline
Bensler, LLC159,555$12.9M1.34%+6,38513F-HRTimeline
Portfolio Strategies, Inc.155,873$12.6M1.46%-163,67913F-HRTimeline
XML Financial, LLC155,439$12.5M1.02%+2,78013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC153,081$12.3M1.97%-10,31913F-HRTimeline
Evensky & Katz LLC150,192$12.1M0.7%-2,25213F-HRTimeline
G&S Capital LLC149,810$12.1M4.47%-2,56613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP149,200$12M0.02%+9,90013F-HRTimelineGroup
Balentine LLC148,492$12M0.44%-2,25013F-HRTimeline
Summit Investment Advisory Services, LLC145,485$11.7M4.67%+1,69813F-HR/ATimeline
Investors Research Corp143,057$11.5M2.13%-1,04513F-HRTimeline
Cornerstone Financial Group, LLC /NE/140,458$11.3M8.77%+5,89013F-HRTimeline
Western Wealth Management, LLC137,467$11.1M0.59%+11,43413F-HRTimeline
Gateway Wealth Partners, LLC135,812$11M1.48%+90,71013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES134,692$10.9M4.17%-5,04813F-HRTimeline
Global Retirement Partners, LLC134,432$10.8M0.24%+15,43313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC132,884$10.7M0.04%+107,90313F-HRTimelineGroup
IRON Financial LLC131,484$10.6M5.08%-6113F-HRTimeline
UBS Group AGin group UBS Group AG131,276$10.6M<0.01%+5,08313F-HRTimelineGroup
BEACON FINANCIAL GROUP131,186$10.6M1.04%-4,96013F-HRTimeline
Atlas Private Wealth Advisors129,749$10.5M2.56%-84,89813F-HRTimeline
Freedom Day Solutions, LLC127,843$10.3M2.8%+1,11713F-HRTimeline
Redwood Financial Network Corp126,911$10.2M6.48%+1,80313F-HRTimeline
TD Capital Management LLC126,007$10.2M0.92%+16,04113F-HRTimeline
LITTLE HOUSE CAPITAL LLC122,423$9.87M2.27%+3,25613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC117,148$9.45M0.23%+54213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…115,966$9.35M0.07%-4,24713F-HRTimelineGroup
Financial Management Professionals, Inc.113,557$9.16M0.95%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC107,767$8.69M0.25%+1,11013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP102,657$8.28M0.01%-3213F-HRTimelineGroup
Tempus Wealth Planning, LLC98,529$7.95M1.82%+28613F-HRTimeline
Wealth Alliance Advisory Group, LLC97,848$7.89M1.42%+1,32113F-HRTimeline
FMR LLCin group FMR LLC97,050$7.83M<0.01%+2,18813F-HRTimelineGroup
CASCADE INVESTMENT GROUP, INC.97,009$7.82M5.18%+2,49713F-HRTimeline
FreeGulliver LLC96,183$7.76M3.48%-10513F-HRTimeline
Collaborative Wealth Managment Inc.95,679$7.72M3.12%+74513F-HRTimeline
Breakwater Investment Management94,513$7.62M2.81%013F-HRTimeline
Sterneck Capital Management, LLC93,964$7.58M3.52%+4,12813F-HRTimeline
CABOT WEALTH MANAGEMENT INC93,503$7.54M0.84%+4,21313F-HRTimeline
Principia Wealth Advisory, LLC91,939$7.41M5.29%-71,11013F-HRTimeline
Cannon Financial Strategists, Inc.87,482$7.06M1.01%+19213F-HRTimeline
Larson Financial Group LLC86,727$6.99M0.25%-19,00613F-HRTimeline
Aldebaran Financial Inc.86,299$6.96M6.96%+13,28513F-HRTimeline
PAX Financial Group, LLC85,909$6.93M1.25%-2,44813F-HRTimeline
Atria Investments, Inc85,810$6.92M0.08%-13,17013F-HRTimeline
Mutual Advisors, LLC84,317$6.86M0.15%-50813F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…84,925$6.85M0.11%013F-HRTimelineGroup
SFG Wealth Management, LLC.84,771$6.84M2.96%-1,84313F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.84,474$6.81M4.75%+1,18213F-HRTimeline
ISTHMUS PARTNERS, LLC83,874$6.76M1.5%+89713F-HRTimeline
Aerodigm Wealth, LLC83,398$6.75M2.84%-58913F-HRTimeline
Ashton Thomas Private Wealth, LLC82,663$6.67M0.17%-1,52013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC82,446$6.65M0.04%+3,13913F-HR/ATimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…80,192$6.47M0.17%-2,16713F-HRTimelineGroup
IEQ CAPITAL, LLC79,725$6.43M0.02%new13F-HRTimeline
Black Diamond Financial, LLC79,564$6.42M0.72%new13F-HRTimeline
Private Wealth Group, LLC77,010$6.21M3.09%+3,94813F-HRTimeline
Roundview Capital LLC76,640$6.18M0.39%+48413F-HRTimeline
Brady Martz Wealth Solutions, LLC76,403$6.16M1.12%-1,17813F-HRTimeline
JT Stratford LLC75,572$6.09M0.82%+1,62713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC75,081$6.06M<0.01%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC72,292$5.83M0.25%-3,77613F-HRTimeline
Legacy Capital Group California, Inc.71,781$5.79M1.47%-93513F-HRTimeline
Values Added Financial LLC69,235$5.58M2.48%-75813F-HRTimeline
HighTower Advisors, LLC68,551$5.53M0.01%+55113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…67,814$5.47M0.11%+7,42313F-HRTimelineGroup
IHT Wealth Management, LLC67,452$5.44M0.14%+10,17413F-HRTimeline
Maridea Wealth Management LLC64,742$5.26M0.82%+74513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS64,990$5.24M0.01%-2,55513F-HRTimeline
TKG Advisors, LLC64,872$5.23M2.24%-4,01413F-HRTimeline
Trinity Wealth Management, LLC64,292$5.19M1.94%-3,16713F-HRTimeline
Advocacy Wealth Management, LLC62,525$5.04M0.22%013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI61,624$4.97M0.48%+1,32613F-HRTimeline
CGN Advisors LLC61,559$4.96M0.41%+1,76213F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC61,164$4.93M1.26%-3,00113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.60,985$4.92M0.11%+4,74613F-HRTimeline
DAGCO, INC.60,883$4.91M1.23%+67713F-HRTimeline
Beacon Pointe Advisors, LLC59,122$4.77M0.04%+34,09613F-HRTimeline
Austin Wealth Management, LLC57,815$4.67M0.73%-2,92313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP57,862$4.66M0.01%+19813F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.56,846$4.58M1.25%-8,31913F-HRTimeline
Strategic Investment Advisors / MI39,411$4.58M0.53%new13F-HR/ATimeline
Perennial Investment Advisors, LLC56,239$4.54M0.37%-3,65313F-HRTimeline
Advisory Services Network, LLC56,125$4.53M0.07%-2,64413F-HRTimeline
Apeiron RIA LLC55,037$4.42M0.99%-52713F-HRTimeline
Peterson Wealth Advisors, LLC53,561$4.34M0.65%-4,03813F-HRTimeline
HRT FINANCIAL LP53,068$4.28M0.02%new13F-HRTimeline
Medallion Wealth Advisors, LLC52,897$4.27M1.51%+4,25213F-HRTimeline
NewEdge Advisors, LLC51,850$4.18M0.02%+4,89713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP51,947$4.16M<0.01%+12,37113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding51,515$4.15M+1,544Timeline
Avior Wealth Management, LLC50,929$4.11M0.13%+42813F-HRTimeline
Journey Advisory Group, LLC50,724$4.09M0.3%-1,95913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC49,973$4.03M0.35%+3,57913F-HRTimelineGroup
Praetorian Wealth Management, Inc.49,464$3.99M0.82%-4,98613F-HRTimeline
MJP ASSOCIATES INC /ADV49,297$3.98M0.52%+3,52013F-HRTimeline
Integrated Wealth Concepts LLC46,939$3.79M0.03%-2,02013F-HRTimeline
Aptus Capital Advisors, LLC46,791$3.77M0.03%-2,71713F-HRTimeline
BANK OF HAWAII46,661$3.76M0.19%-18413F-HRTimeline
Investment Planning Advisors, Inc.45,897$3.7M1.16%+4,65613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT44,676$3.6M0.41%+2,32513F-HRTimeline