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Disclosery

SPTM SPDR SERIES TRUST

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SHS (fund)

741 managers (750 13F filers) reported a position in SPTM shares at 2026-03-31, 100,566,995 shares in all. 54 filers opened a position and 40 filers sold out during the quarter.

Managers
741
13F filers
750
New
54
Added
276
Reduced
256
Sold out
40
Shares held by filers
100,566,995

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC8,501,799$672M0.18%+199,99413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,436,214$430M0.88%+2,687,71813F-HRTimelineGroup
Creative Planningin group Creative Planning4,126,427$326M0.22%+919,35313F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,349,506$265M0.7%+83,16913F-HRTimelineGroup
Private Advisor Group, LLC3,093,207$245M1.15%-107,37113F-HRTimeline
Valmark Advisers, Inc.2,939,835$232M2.76%+72,74413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC2,895,155$229M0.71%+85,40013F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding2,604,997$206M+42,658Timeline
Hughes Financial Services, LLC1,671,941$132M20.31%+63,07613F-HRTimeline
Professional Financial Advisors, LLC1,532,743$121M24.67%-106,12313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,530,737$121M0.01%+99,40513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,437,450$114M0.17%-28,23413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,405,129$112M0.25%-539,49513F-HRTimeline
Syntegra Private Wealth Group, LLC1,412,447$112M10.61%-56,78713F-HRTimeline
Modern Wealth Management, LLC1,385,835$110M1.9%-57,99613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,275,581$101M0.02%-156,16113F-HR/ATimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding1,172,400$92.7M-399,208Timeline
Keener Financial Planning LLC1,086,692$85.9M36.11%+60,08413F-HRTimeline
Allworth Financial LP1,071,583$84.7M0.34%+33,05313F-HRTimeline
ARS Wealth Advisors Group, LLC1,032,092$81.6M6.89%+12,25413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,026,149$81.1M0.02%-25,03013F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,011,111$79.9M0.02%-541,33413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/973,384$77M0.01%-316,58113F-HRTimelineGroup
Rockbridge Investment Management, LCC933,841$73.8M6.63%-16,49413F-HRTimeline
Independent Advisor Alliance903,126$71.4M0.77%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC494,999$70.4M0.87%new13F-HRTimeline
Legacy Private Trust Co.885,980$70M4.33%-6,78713F-HRTimeline
Wealthquest Corp861,002$68.1M4.83%+19,63713F-HR/ATimeline
Financial Strategies Group, Inc.776,616$67.4M11.28%+27,56913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.840,283$66.4M14.17%+49,06813F-HRTimeline
Rosenberg Matthew Hamilton825,503$65.3M13.37%+31,47113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC752,005$59.5M0.02%+109,13113F-HRTimelineGroup
Baltimore-Washington Financial Advisors…750,934$59.4M2.56%+17,93613F-HRTimeline
Cambridge Investment Research Advisors,…749,923$59.3M0.15%+12,91213F-HRTimeline
Shepherd Financial Partners LLC746,648$59M5.6%+26,18113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC742,992$58.7M0.08%-3,40113F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC707,527$55.9M17.05%+142,20513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding705,431$55.8M-10,313Timeline
Weitzel Financial Services, Inc.678,821$54M20.35%+7,70713F-HRTimeline
Advisors Capital Management, LLC649,255$51.3M0.6%+19,83413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC638,870$50.5M0.02%+13,83113F-HRTimelineGroup
Winch Advisory Services, LLC595,816$47.1M10.75%-1,10813F-HRTimeline
CVFG LLC584,153$46.2M5.74%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding569,847$45.1M-386,352Timeline
Aquire Wealth Advisors, LLC485,989$38.4M10.11%-31,39713F-HRTimeline
GM Advisory Group, LLC482,264$38.1M1.47%+4,43813F-HRTimeline
Symphony Financial, Ltd. Co.481,279$37.5M4.97%-110,53813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.449,400$37.1M0.24%+59,14113F-HRTimelineGroup
Geneos Wealth Management Inc.465,482$36.8M0.85%+22,04113F-HRTimeline
Winthrop Advisory Group LLC464,256$36.7M3%+8,81713F-HRTimeline
Kingsview Wealth Management, LLC462,465$36.6M0.5%+31,55013F-HRTimeline
N.E.W. Advisory Services LLC456,136$36.1M2.7%+11,22213F-HRTimeline
Cetera Investment Advisers443,363$35.1M0.04%+163,82613F-HRTimeline
Rialto Wealth Management, LLC426,768$33.7M7.58%+17,38113F-HRTimeline
Treasure Coast Financial Planning416,689$32.9M16.96%-1,87813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC414,084$32.7M0.26%-4,55413F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…411,814$32.6M5.21%-174,92913F-HRTimeline
Jaffetilchin Investment Partners, LLC398,442$31.5M1.87%-128,97713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO393,149$30.2M<0.01%+56,58413F-HR/ATimelineGroup
HighPoint Advisor Group LLC370,999$29.3M1.23%-16,81213F-HRTimeline
Rinkey Investments365,339$28.9M7.39%-2,86313F-HRTimeline
Jacobi Capital Management LLC363,505$28.7M1.61%+15,32813F-HRTimeline
Owl Creek Wealth Partners LLC356,002$28.1M10.03%13F-HRTimeline
Financial Planning Fort Collins, LLC317,457$27.5M21.53%+8,19713F-HRTimeline
Boston Standard Wealth Management, LLC336,170$26.8M4.38%+2,92313F-HRTimeline
Gateway Wealth Partners, LLC326,097$25.8M1%+173,11713F-HRTimeline
RFG Advisory, LLC318,155$25.2M0.46%-31,58913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP314,766$24.9M1.38%+18,90713F-HRTimeline
Navigation Group, LLC311,102$24.6M5.76%13F-HRTimeline
Fox Financial, Inc303,648$24M19.59%-1,25113F-HRTimeline
RVW Wealth, LLC302,469$23.9M1.86%-5,66313F-HRTimeline
DORVAL Corp292,442$23.1M7.17%-25,87713F-HRTimeline
Bridgewealth Advisory Group, LLC288,385$22.8M4.73%+23,68113F-HRTimeline
SigFig Wealth Management, LLC288,268$22.8M0.67%-2,89713F-HRTimeline
ABOUND FINANCIAL, LLC287,728$22.7M9.94%-28,87713F-HRTimeline
Zhang Financial LLC283,279$22.4M0.77%+19,58613F-HRTimeline
Wall Capital Group, Inc.275,965$21.8M23.29%+78,65013F-HRTimeline
Waverly Advisors, LLC274,523$21.7M0.16%-44,67013F-HRTimeline
Beacon Capital Management, Inc.273,758$21.6M1.22%+15,88413F-HR/ATimeline
Mariner, LLCin group Mariner, LLC261,458$20.7M0.02%+34,23713F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC247,434$19.8M2.16%+2,23813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…248,618$19.7M0.36%+183,36613F-HRTimelineGroup
BIP Wealth, LLC247,384$19.6M0.8%-23,15813F-HRTimeline
Annex Advisory Services, LLC240,396$19M0.36%-3,87413F-HRTimeline
Compass Financial Group, INC/SD240,018$19M2.65%-4,96813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA231,614$18.3M<0.01%+5,22513F-HRTimelineGroup
Parallel Advisors, LLC224,797$17.8M0.32%-12,96513F-HR/ATimeline
Capasso Planning Partners LLC212,710$16.8M9.07%+16,38413F-HRTimeline
Roble, Belko & Company, Inc210,628$16.7M2.12%-37,27513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC208,592$16.5M8.74%+4,65513F-HRTimeline
Pure Financial Advisors, LLC205,297$16.2M0.23%-4,24913F-HRTimeline
HBW ADVISORY SERVICES LLC202,760$16M1.69%+1,39513F-HRTimeline
Fourth Dimension Wealth, LLC196,202$15.5M5.88%+16,16913F-HRTimeline
Snowden Capital Advisors LLC188,302$14.9M0.4%+3,41813F-HRTimeline
AlphaCore Capital LLC188,259$14.9M0.35%-21,54013F-HRTimeline
Mueller Wealth, LLC186,804$14.8M11.78%-2,80713F-HRTimeline
Facet Wealth, Inc.181,575$14.4M0.25%+7,81813F-HRTimeline
GREAT LAKES ADVISORS, LLC180,319$14.3M0.12%-6,78513F-HRTimeline
IAG Wealth Partners, LLC176,720$14M1.56%-3,80413F-HRTimeline
Clearstead Advisors, LLC173,087$13.7M0.13%+157,77113F-HRTimeline
Cornerstone Financial Group, LLC /NE/155,676$13.6M8.74%+9,10713F-HRTimeline
Arete Wealth Advisors, LLC171,376$13.5M1.01%+5,62913F-HR/ATimeline
Bensler, LLC170,744$13.5M1.39%+2,82613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC168,782$13.3M<0.01%+7,45413F-HRTimelineGroup
Atlas Private Wealth Advisors166,770$13.2M3.1%+21,21813F-HRTimeline
Ervin Investment Management, LLC165,710$13.1M7.67%+4,05113F-HRTimeline
Strategic Investment Advisors / MI160,522$12.7M0.88%+101,41813F-HRTimeline
XML Financial, LLC160,153$12.7M1.02%+2,03913F-HRTimeline
Royal Harbor Partners, LLC158,736$12.5M4.25%-71,36913F-HRTimeline
Portfolio Strategies, Inc.155,228$12.3M1.52%-1,22713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC153,512$12.1M0.05%+18,55313F-HRTimelineGroup
Farther Finance Advisors, LLC152,060$12.1M0.11%-12,42113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV149,781$11.8M1.57%+68,44713F-HRTimeline
UBS Group AGgroup of 2 filers holding147,444$11.7M-1,530Timeline
SENTINEL PENSION ADVISORS, LLC145,418$11.5M1.7%-2,91313F-HRTimeline
TD Capital Management LLC144,319$11.4M1.03%+3,96213F-HRTimeline
Evensky & Katz LLC141,417$11.2M0.64%-6,20413F-HRTimeline
Spartan Planning & Wealth Management140,234$11.1M8.2%-71,69713F-HRTimeline
G&S Capital LLC140,037$11.1M3.89%-12,51513F-HRTimeline
Balefire, LLC139,934$11.1M2.08%-81,13713F-HRTimeline
M3 Wealth Management, LLC137,835$10.9M8.39%+9,86613F-HRTimeline
Balentine LLC137,544$10.9M0.44%-3,59913F-HRTimeline
MML INVESTORS SERVICES, LLC135,272$10.7M0.03%-211,80913F-HRTimeline
RETIREMENT CAPITAL STRATEGIES133,080$10.5M3.98%-1,61213F-HRTimeline
Investors Research Corp131,905$10.4M1.99%-9,24313F-HRTimeline
Redwood Financial Network Corp129,099$10.2M6.69%+1,57413F-HRTimeline
CABOT WEALTH MANAGEMENT INC128,874$10.2M1.17%+27,89713F-HRTimeline
IRON Financial LLC128,815$10.2M4.45%+11113F-HRTimeline
Western Wealth Management, LLC127,942$10.1M0.39%+17,48513F-HR/ATimeline
BEACON FINANCIAL GROUP126,650$10M1%-54313F-HRTimeline
Freedom Day Solutions, LLC124,335$9.83M2.64%-2,34413F-HRTimeline
Quantinno Capital Management LP122,642$9.7M0.02%+57,05113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC121,172$9.58M0.01%-69,66113F-HRTimeline
Summit Investment Advisory Services, LLC118,567$9.37M3.48%-33,11813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC118,409$9.36M0.21%+50213F-HR/ATimeline
FMR LLCin group FMR LLC117,590$9.3M<0.01%+12,37013F-HRTimelineGroup
VestGen Advisors, LLC99,469$8.9M0.25%-11,10713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC110,219$8.71M0.07%+110,11913F-HRTimeline
Aldebaran Financial Inc.104,353$8.25M7.84%+5,87013F-HRTimeline
Sterneck Capital Management, LLC102,183$8.08M3.63%+4,65513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC100,770$7.97M0.01%+89,44113F-HRTimelineGroup
CASCADE INVESTMENT GROUP, INC.100,279$7.93M5.22%+3,19213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC98,844$7.82M0.21%-67713F-HRTimelineGroup
FreeGulliver LLC98,584$7.79M3.29%+1,88013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…97,742$7.73M0.05%-5,56813F-HRTimelineGroup
Tempus Wealth Planning, LLC96,528$7.63M1.75%-1,12113F-HRTimeline
Cannon Financial Strategists, Inc.96,331$7.62M1%+8,72713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding95,944$7.59M+24,911Timeline
ISTHMUS PARTNERS, LLC95,083$7.52M0.79%+5,43513F-HRTimeline
Advisory Services Network, LLC93,412$7.39M0.1%-11,82913F-HRTimeline
Breakwater Investment Management92,755$7.33M2.73%+1,73613F-HRTimeline
Private Wealth Group, LLC87,634$6.93M3.23%+5,97413F-HR/ATimeline
SFG Wealth Management, LLC.86,206$6.82M2.81%+29313F-HRTimeline
Mutual Advisors, LLC85,878$6.79M0.15%+2,13413F-HRTimeline
Wealth Alliance Advisory Group, LLC85,112$6.73M1.07%-15,24013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…84,925$6.71M0.11%013F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.84,091$6.65M4.42%-3,86313F-HRTimeline
True Blue Financial, LLC83,197$6.58M5.18%+7,93913F-HRTimeline
Ashton Thomas Private Wealth, LLC82,209$6.5M0.15%-78813F-HRTimeline
Aerodigm Wealth, LLC81,364$6.43M2.42%-35613F-HRTimeline
Atria Investments, Inc80,893$6.4M0.07%-2,33013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC78,951$6.24M0.27%+8,00113F-HRTimeline
Roundview Capital LLC78,476$6.2M0.39%+1,62713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC78,394$6.2M0.03%-2,12813F-HRTimelineGroup
HighTower Advisors, LLC76,505$6.05M0.01%+13,03013F-HRTimeline
Brady Martz Wealth Solutions, LLC76,076$6.01M1.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP77,472$5.99M<0.01%+6,91813F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…74,652$5.9M0.15%-4,13413F-HRTimelineGroup
PAX Financial Group, LLC74,079$5.86M1%-4,09113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP73,900$5.84M<0.01%+43,50013F-HRTimelineGroup
Larson Financial Group LLC69,088$5.46M0.18%-11,61613F-HRTimeline
Values Added Financial LLC68,612$5.42M2.28%-36113F-HRTimeline
IHT Wealth Management, LLC68,145$5.39M0.13%+37213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP68,030$5.34M0.01%+10,09313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS67,243$5.32M0.01%+1,04513F-HRTimeline
CGN Advisors LLC66,986$5.3M0.42%+6,99813F-HRTimeline
LITTLE HOUSE CAPITAL LLC66,581$5.26M1.36%-47,58013F-HRTimeline
Beacon Pointe Advisors, LLC66,024$5.22M0.03%+3,36013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI65,631$5.19M0.49%+1,60013F-HRTimeline
Trinity Wealth Management, LLC64,097$5.07M1.86%+6413F-HRTimeline
JT Stratford LLC63,083$4.99M0.63%-13,37313F-HRTimeline
Principia Wealth Advisory, LLC62,888$4.97M2.82%-16,57313F-HRTimeline
Apeiron RIA LLC62,712$4.96M1.15%+5,87113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT62,577$4.95M0.56%+17,14913F-HRTimeline
Advocacy Wealth Management, LLC62,504$4.94M0.22%-2113F-HRTimeline
Legacy Capital Group California, Inc.61,455$4.86M1.85%-7,50213F-HRTimeline
Maridea Wealth Management LLC61,224$4.84M0.71%-1,62913F-HRTimeline
NewEdge Advisors, LLC60,324$4.77M0.02%+49713F-HR/ATimeline
Medallion Wealth Advisors, LLC59,565$4.71M1.54%+3,19913F-HRTimeline
Avior Wealth Management, LLC59,247$4.68M0.13%+5,85313F-HRTimeline
HARBOUR INVESTMENTS, INC.58,659$4.64M0.07%-1,91213F-HRTimeline
Andrews Advisory Associates, LLC58,426$4.62M2.43%-7,37613F-HRTimeline
Austin Wealth Management, LLC57,637$4.62M1.05%+60713F-HRTimeline
Collaborative Wealth Managment Inc.57,934$4.58M2.11%-39,87713F-HRTimeline
TKG Advisors, LLC57,615$4.56M1.88%-5,95613F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC57,447$4.54M0.63%+11,55013F-HRTimeline
Integrated Wealth Concepts LLC56,115$4.44M0.04%+24,88413F-HRTimeline
Patriot Financial Group Insurance Agenc…52,984$4.19M0.24%+26,43213F-HRTimeline
Evercore Wealth Management, LLC52,608$4.16M0.07%+4,52613F-HRTimeline
BEAM WEALTH ADVISORS, INC.51,726$4.09M1.02%-2,55513F-HRTimeline