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Disclosery

SPTM SPDR SERIES TRUST

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SHS (fund)

Filings received so far for Q3 2026: 48 13F filers report a position in SPTM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Rosenberg Matthew Hamilton897,808$82.6M14.8%+39,23313F-HRTimeline
Legacy Private Trust Co.613,626$56.5M3.12%-13,05913F-HRTimeline
Boston Standard Wealth Management, LLC349,333$32.2M4.62%+9,62513F-HRTimeline
RVW Wealth, LLC297,605$27.4M1.76%-6,40413F-HRTimeline
SigFig Wealth Management, LLC271,829$25M0.62%-9,74313F-HRTimeline
Farther Finance Advisors, LLC150,094$13.8M0.1%-5,98113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV143,024$13.2M1.47%+23113F-HRTimeline
Investors Research Corp127,175$11.7M2.06%-84713F-HRTimeline
Balefire, LLC113,283$10.4M1.64%-19,04913F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.70,120$6.45M4.63%-7,19613F-HRTimeline
Apeiron RIA LLC68,851$6.35M1.44%+2,66913F-HRTimeline
Decker Wealth Management LLC23,663$2.18M0.44%+72913F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC19,482$1.79M0.42%-2,01813F-HRTimeline
Peterson Wealth Advisors, LLC18,289$1.68M0.2%-36613F-HRTimeline
Galvin, Gaustad & Stein, LLC17,227$1.59M0.12%+3513F-HRTimeline
TLWM15,497$1.43M0.23%+23013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC14,925$1.37M0.28%-35413F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC14,513$1.34M0.9%-27513F-HRTimeline
Emprise Bank14,235$1.31M0.5%-1,93113F-HRTimeline
Friday Financial14,012$1.29M0.26%-7813F-HRTimeline
Sunburst Financial Group, LLC13,116$1.21M0.2%-3713F-HRTimeline
Financial Enhancement Group LLC12,336$1.16M0.13%-13,19513F-HRTimeline
Cambridge Financial Group, LLC9,327$847K0.27%013F-HRTimeline
CogentBlue Wealth Advisors, LLC8,574$789K0.73%013F-HRTimeline
CoreCap Advisors, LLC8,087$744K0.02%-28813F-HRTimeline
Successful Portfolios LLC6,358$595K0.27%+4813F-HRTimeline
Crumly & Associates Inc.6,186$569K0.1%013F-HRTimeline
Post Resch Tallon Group Inc.5,957$548K0.38%+1,45513F-HRTimeline
Partnership Wealth Management, LLC5,677$523K0.37%+25613F-HRTimeline
Apella Capital, LLC5,547$520K0.01%new13F-HRTimeline
Attessa Capital LLC4,423$407K0.17%013F-HRTimeline
Emergent Wealth Advisors, LLC3,663$337K0.18%-10813F-HRTimeline
McNaughton Wealth Management, LLC3,587$330K0.12%+113F-HRTimeline
Intelligence Driven Advisers, LLC3,540$326K0.06%013F-HRTimeline
First Heartland Consultants, Inc.3,492$321K0.02%-2213F-HRTimeline
Buska Wealth Management, LLC3,278$302K0.1%013F-HRTimeline
Venture Visionary Partners LLC3,247$299K0.01%+91813F-HRTimeline
CX Institutional2,622$241K0.01%+713F-HRTimeline
ATWOOD & PALMER INC2,298$212K0.01%013F-HRTimeline
Acropolis Investment Management, LLC2,226$205K0.01%013F-HRTimeline
Planning Strategies Inc.1,615$149K0.09%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,398$129K0.01%013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP976$89.8K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.915$84.2K0.01%013F-HRTimeline
GAMMA Investing LLC502$46.2K<0.01%013F-HRTimeline
Aventus Investment Advisors, Inc.331$30.5K0.02%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH300$27.6K<0.01%new13F-HRTimeline
GoalVest Advisory LLC70$6.44K<0.01%013F-HRTimeline