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Disclosery

SPTM SPDR SERIES TRUST

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SHS (fund)

729 managers (737 13F filers) reported a position in SPTM shares at 2025-12-31, 98,778,643 shares in all. 51 filers opened a position and 34 filers sold out during the quarter.

Managers
729
13F filers
737
New
51
Added
239
Reduced
258
Sold out
34
Shares held by filers
98,778,643

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC8,301,805$685M0.19%+30,40813F-HRTimeline
CWM, LLCin group CWM, LLC3,266,337$269M0.73%+138,86113F-HRTimelineGroup
Creative Planningin group Creative Planning3,207,074$265M0.19%+189,91513F-HRTimelineGroup
Private Advisor Group, LLC3,200,578$264M1.24%+354,58213F-HRTimeline
Valmark Advisers, Inc.2,867,091$237M2.92%+48,48513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC2,809,755$232M0.97%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,748,496$227M0.46%+173,41213F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding2,562,339$211M-83,023Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,944,624$163M0.22%-29,10613F-HRTimeline
Professional Financial Advisors, LLC1,638,866$135M27.62%+14,25113F-HRTimeline
Hughes Financial Services, LLC1,608,865$133M20.85%-21,57113F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding1,571,608$130M+132,191Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,552,445$128M0.04%-97,63013F-HRTimelineGroup
Syntegra Private Wealth Group, LLC1,469,234$121M11.13%-38,36613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,465,684$121M0.18%-264,12013F-HRTimelineGroup
Modern Wealth Management, LLC1,443,831$119M2.17%-43,07413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,431,742$118M0.03%+20,55513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,431,332$118M0.01%+88,32713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,289,965$106M0.01%+394,81613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,051,179$86.7M0.02%-86,97813F-HRTimelineGroup
Allworth Financial LP1,038,530$85.7M0.35%+65,37213F-HRTimeline
Keener Financial Planning LLC1,026,608$84.7M36.6%+50,71013F-HRTimeline
ARS Wealth Advisors Group, LLC1,019,838$84.1M7.59%+3,85113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding956,199$78.9M+12,559Timeline
Rockbridge Investment Management, LCC950,335$78.4M7.29%-13,68713F-HRTimeline
RMG Wealth Management LLC2,921,428$74.4M9.64%new13F-HRTimeline
Legacy Private Trust Co.892,767$73.7M4.34%-5,15913F-HRTimeline
Wealthquest Corp841,365$69.4M5.24%-263,94113F-HRTimeline
Rosenberg Matthew Hamilton794,032$65.5M13.57%+19,06913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.791,215$65.3M14.09%+34,01313F-HRTimeline
Financial Strategies Group, Inc.749,047$62.8M11.37%-713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC746,393$61.6M0.09%+45,67213F-HRTimelineGroup
Cambridge Investment Research Advisors,…737,011$60.8M0.16%-6,70413F-HRTimeline
Baltimore-Washington Financial Advisors…732,998$60.5M2.52%+16,37013F-HRTimeline
Shepherd Financial Partners LLC720,467$59.4M5.51%-5,45713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding715,744$59M+97,607Timeline
Weitzel Financial Services, Inc.671,114$55.5M21.48%+1,87413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC642,874$53M0.02%-2,57913F-HRTimelineGroup
Advisors Capital Management, LLC629,421$51.9M0.61%+31,10313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC625,039$51.6M0.03%+25,12013F-HRTimelineGroup
Winch Advisory Services, LLC596,924$49.2M10.89%+11,50513F-HRTimeline
Symphony Financial, Ltd. Co.591,817$49.2M6.61%-21,42313F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…586,743$48.4M7.66%-106,89613F-HRTimeline
B.O.S.S. Retirement Advisors, LLC565,322$46.6M14.68%-52,89113F-HRTimeline
Jaffetilchin Investment Partners, LLC527,419$43.5M2.54%+3,48513F-HRTimeline
Aquire Wealth Advisors, LLC517,386$42.7M11.11%-18,20213F-HRTimeline
GM Advisory Group, LLC477,826$39.4M1.54%+48,90913F-HRTimeline
Winthrop Advisory Group LLC455,439$37.6M3.18%-17,38713F-HR/ATimeline
N.E.W. Advisory Services LLC444,914$36.7M2.71%+31,33913F-HRTimeline
Geneos Wealth Management Inc.443,441$36.6M0.89%+26,39613F-HRTimeline
Kingsview Wealth Management, LLC430,915$35.6M0.51%+46,42513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC418,638$34.5M0.29%-6,68813F-HRTimelineGroup
Treasure Coast Financial Planning418,567$34.5M18.34%+83813F-HRTimeline
Rialto Wealth Management, LLC409,387$33.8M8.08%+42,36713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.390,259$32.2M0.22%+9,73513F-HRTimelineGroup
HighPoint Advisor Group LLC387,811$32M0.7%new13F-HRTimeline
Rinkey Investments368,202$30.4M7.71%-6,26913F-HRTimeline
RFG Advisory, LLC349,744$28.9M0.54%-18,94213F-HRTimeline
Jacobi Capital Management LLC348,177$28.7M1.66%+90,01413F-HRTimeline
MML INVESTORS SERVICES, LLC347,081$28.6M0.07%+15,75113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO336,565$27.8M<0.01%+17,67813F-HRTimelineGroup
Boston Standard Wealth Management, LLC333,247$27.5M4.54%-9,16413F-HRTimeline
Waverly Advisors, LLC319,193$26.3M0.21%+48913F-HRTimeline
DORVAL Corp318,319$26.3M8.38%+7,39913F-HRTimeline
ABOUND FINANCIAL, LLC316,605$26.1M10.11%-61113F-HR/ATimeline
Financial Planning Fort Collins, LLC309,260$25.5M22.4%13F-HRTimeline
RVW Wealth, LLC308,132$25.4M1.94%-3,73513F-HRTimeline
Fox Financial, Inc304,899$25.2M20.06%-3,43113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP295,859$24.4M1.37%+4,92313F-HRTimeline
SigFig Wealth Management, LLC291,165$24.3M0.73%-20,94413F-HRTimeline
Cetera Investment Advisers279,537$23.1M0.03%+62,45313F-HRTimeline
BIP Wealth, LLC270,542$22.3M0.79%+2,08513F-HRTimeline
Bridgewealth Advisory Group, LLC264,704$21.8M4.82%+5,37113F-HRTimeline
Zhang Financial LLC263,693$21.8M0.81%-3,27113F-HRTimeline
Beacon Capital Management, Inc.257,874$21.3M1.14%-115,70213F-HRTimeline
Roble, Belko & Company, Inc247,903$20.5M2.68%-52,11813F-HRTimeline
AssuredPartners Investment Advisors, LLC245,196$20.2M3.01%+6,09413F-HRTimeline
Compass Financial Group, INC/SD244,986$20.2M2.89%-5,21013F-HRTimeline
Annex Advisory Services, LLC244,270$20.2M0.38%-5,71413F-HRTimeline
Parallel Advisors, LLC237,762$19.6M0.36%-5,10113F-HRTimeline
Royal Harbor Partners, LLC230,105$19M6.28%+1,07513F-HRTimeline
Mariner, LLCin group Mariner, LLC227,221$18.7M0.02%-29,23613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA226,389$18.7M<0.01%-59,71413F-HRTimelineGroup
Balefire, LLC221,071$18.2M3.55%-9,27113F-HRTimeline
Spartan Planning & Wealth Management211,931$17.5M12.9%+10,54913F-HRTimeline
AlphaCore Capital LLC209,799$17.3M0.39%-49,50213F-HRTimeline
Pure Financial Advisors, LLC209,546$17.3M0.26%-3,13213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC203,937$16.8M9.37%+4,59113F-HRTimeline
HBW ADVISORY SERVICES LLC201,365$16.6M1.81%-1,08613F-HRTimeline
Wall Capital Group, Inc.197,315$16.3M15.5%13F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…196,706$16.2M4.77%+1,51013F-HRTimeline
Capasso Planning Partners LLC196,326$16.2M8.9%+14,34713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC190,833$15.7M0.02%+2,01313F-HRTimeline
Mueller Wealth, LLC189,611$15.6M12.95%13F-HRTimeline
GREAT LAKES ADVISORS, LLC187,104$15.4M0.13%-1,12313F-HRTimeline
Snowden Capital Advisors LLC184,884$15.3M0.39%+8,66013F-HRTimeline
IAG Wealth Partners, LLC180,524$14.9M1.72%-6,82813F-HRTimeline
Fourth Dimension Wealth, LLC180,033$14.9M5.42%+2,13013F-HRTimeline
Facet Wealth, Inc.173,757$14.6M0.26%-13,70813F-HRTimeline
Bensler, LLC167,918$13.9M1.39%+8,36313F-HRTimeline
Arete Wealth Advisors, LLC165,747$13.7M0.95%+2,22213F-HR/ATimeline
Farther Finance Advisors, LLC164,481$13.6M0.15%-3,77513F-HRTimeline
Ervin Investment Management, LLC161,659$13.3M7.47%+51013F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC161,328$13.3M<0.01%-91213F-HR/ATimelineGroup
XML Financial, LLC158,114$13M1.06%+2,67513F-HRTimeline
Portfolio Strategies, Inc.156,455$12.9M1.49%+58213F-HRTimeline
Gateway Wealth Partners, LLC152,980$12.6M1.4%+17,16813F-HRTimeline
G&S Capital LLC152,552$12.6M4.45%+2,74213F-HRTimeline
Summit Investment Advisory Services, LLC151,685$12.5M4.72%+6,20013F-HRTimeline
UBS Group AGgroup of 2 filers holding148,974$12.3M+17,698Timeline
SENTINEL PENSION ADVISORS, LLC148,331$12.2M1.88%-4,75013F-HRTimeline
Evensky & Katz LLC147,621$12.2M0.69%-2,57113F-HRTimeline
Cornerstone Financial Group, LLC /NE/146,569$12.1M8.44%+6,11113F-HRTimeline
Atlas Private Wealth Advisors145,552$12M2.81%+15,80313F-HRTimeline
Investors Research Corp141,148$11.6M2.13%-1,90913F-HRTimeline
Balentine LLC141,143$11.6M0.44%-7,34913F-HRTimeline
TD Capital Management LLC140,357$11.6M1.03%+14,35013F-HRTimeline
Global Retirement Partners, LLC139,395$11.5M0.2%+4,96313F-HRTimeline
RETIREMENT CAPITAL STRATEGIES134,692$11.1M4.12%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC134,959$11.1M0.04%+2,07513F-HRTimelineGroup
IRON Financial LLC128,704$10.6M4.88%-2,78013F-HRTimeline
M3 Wealth Management, LLC127,969$10.6M8.6%13F-HR/ATimeline
Redwood Financial Network Corp127,525$10.5M6.71%+61413F-HRTimeline
BEACON FINANCIAL GROUP127,193$10.5M1.04%-3,99313F-HRTimeline
Freedom Day Solutions, LLC126,679$10.5M2.84%-1,16413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP121,559$10M0.01%+18,90213F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC117,907$9.73M0.22%+75913F-HRTimeline
LITTLE HOUSE CAPITAL LLC114,161$9.42M2.36%-8,26213F-HRTimeline
VestGen Advisors, LLC110,576$9.12M0.39%-356,26413F-HRTimeline
Western Wealth Management, LLC110,457$9.11M0.42%-27,01013F-HRTimeline
Advisory Services Network, LLC105,241$8.68M0.12%+49,11613F-HRTimeline
FMR LLCin group FMR LLC105,220$8.68M<0.01%+8,17013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…103,310$8.52M0.05%-12,65613F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC100,977$8.33M0.92%+7,47413F-HRTimeline
Wealth Alliance Advisory Group, LLC100,352$8.28M1.42%+2,50413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC99,521$8.21M0.23%-8,24613F-HR/ATimelineGroup
Aldebaran Financial Inc.98,483$8.18M7.58%+12,18413F-HRTimeline
Collaborative Wealth Managment Inc.97,811$8.07M2.84%+2,13213F-HRTimeline
Tempus Wealth Planning, LLC97,649$8.06M1.85%-88013F-HRTimeline
Sterneck Capital Management, LLC97,528$8.05M3.62%+3,56413F-HRTimeline
CASCADE INVESTMENT GROUP, INC.97,087$8.01M5.35%+7813F-HRTimeline
FreeGulliver LLC96,704$7.98M3.57%+52113F-HRTimeline
Breakwater Investment Management91,019$7.51M2.72%-3,49413F-HRTimeline
ISTHMUS PARTNERS, LLC89,648$7.4M0.82%+5,77413F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.87,954$7.26M4.82%+3,48013F-HRTimeline
Cannon Financial Strategists, Inc.87,604$7.23M1%+12213F-HRTimeline
SFG Wealth Management, LLC.85,913$7.09M2.78%+1,14213F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…84,925$7.01M0.11%013F-HRTimelineGroup
Mutual Advisors, LLC83,744$6.91M0.15%-57313F-HRTimeline
Atria Investments, Inc83,223$6.87M0.08%-2,58713F-HRTimeline
Ashton Thomas Private Wealth, LLC82,997$6.85M0.17%+33413F-HRTimeline
Aerodigm Wealth, LLC81,720$6.74M2.6%-1,67813F-HR/ATimeline
Private Wealth Group, LLC81,660$6.74M3.23%+4,65013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV81,334$6.71M1.05%new13F-HRTimeline
Larson Financial Group LLC80,704$6.66M0.22%-6,02313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC80,522$6.64M0.04%-1,92413F-HRTimelineGroup
IEQ CAPITAL, LLC80,225$6.62M0.02%+50013F-HRTimeline
Principia Wealth Advisory, LLC79,461$6.56M4.1%-12,47813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…78,786$6.5M0.16%-1,40613F-HRTimelineGroup
PAX Financial Group, LLC78,170$6.45M1.11%-7,73913F-HRTimeline
Black Diamond Financial, LLC78,155$6.45M0.68%-1,40913F-HRTimeline
Roundview Capital LLC76,849$6.34M0.39%+20913F-HRTimeline
TrueWealth Financial Partners76,540$6.31M5.21%new13F-HRTimeline
JT Stratford LLC76,456$6.31M0.81%+88413F-HRTimeline
Brady Martz Wealth Solutions, LLC76,076$6.28M1.11%-32713F-HRTimeline
True Blue Financial, LLC75,258$6.21M5.13%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding71,033$5.86M+19,518Timeline
FLAGSHIP HARBOR ADVISORS, LLC70,950$5.85M0.28%-1,34213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP70,554$5.82M<0.01%+18,60713F-HRTimelineGroup
Values Added Financial LLC68,973$5.69M2.4%-26213F-HRTimeline
Legacy Capital Group California, Inc.68,957$5.69M1.38%-2,82413F-HRTimeline
IHT Wealth Management, LLC67,773$5.59M0.14%+32113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS66,198$5.46M0.01%+1,20813F-HRTimeline
Andrews Advisory Associates, LLC65,802$5.43M2.89%13F-HRTimeline
Quantinno Capital Management LP65,591$5.41M0.01%+52,34813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…65,252$5.38M0.1%-2,56213F-HRTimelineGroup
LVM CAPITAL MANAGEMENT LTD/MI64,031$5.28M0.49%+2,40713F-HRTimeline
Trinity Wealth Management, LLC64,033$5.28M1.95%-25913F-HRTimeline
TKG Advisors, LLC63,571$5.24M2.12%-1,30113F-HRTimeline
HighTower Advisors, LLC63,475$5.24M0.01%-5,07613F-HRTimeline
Maridea Wealth Management LLC62,853$5.19M0.78%-1,88913F-HRTimeline
Beacon Pointe Advisors, LLC62,664$5.17M0.04%+3,54213F-HRTimeline
Advocacy Wealth Management, LLC62,525$5.16M0.22%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL61,483$5.07M0.03%+58,66913F-HRTimeline
Fullerton Advisors, LLC60,751$5.01M5.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.60,571$5M0.1%-41413F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC60,128$4.96M1.29%-1,03613F-HRTimelineGroup
CGN Advisors LLC59,988$4.95M0.39%-1,57113F-HRTimeline
NewEdge Advisors, LLC59,827$4.94M0.02%+7,97713F-HRTimeline
Strategic Investment Advisors / MI59,104$4.88M0.42%+19,69313F-HRTimeline
Apeiron RIA LLC56,841$4.79M0.97%+1,80413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP57,937$4.78M0.01%+7513F-HR/ATimelineGroup
Austin Wealth Management, LLC57,030$4.77M0.7%-78513F-HRTimeline
DAGCO, INC.57,477$4.74M1.1%-3,40613F-HRTimeline
Medallion Wealth Advisors, LLC56,366$4.65M1.56%+3,46913F-HRTimeline
Perennial Investment Advisors, LLC54,439$4.49M0.36%-1,80013F-HRTimeline
BEAM WEALTH ADVISORS, INC.54,281$4.48M1.23%-2,56513F-HRTimeline
Avior Wealth Management, LLC53,394$4.41M0.14%+2,46513F-HRTimeline
Aptus Capital Advisors, LLC53,199$4.39M0.04%+6,40813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC52,097$4.3M0.35%+2,12413F-HRTimelineGroup