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Disclosery

SPTS SPDR SERIES TRUST

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PORTFOLIO SH TSR (fund)

419 managers (425 13F filers) reported a position in SPTS shares at 2026-03-31, 173,308,365 shares in all. 44 filers opened a position and 39 filers sold out during the quarter.

Managers
419
13F filers
425
New
44
Added
180
Reduced
140
Sold out
39
Shares held by filers
173,308,365

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
Austin Wealth Management, LLC37,694$1.1M0.25%-194,77113F-HRTimeline
Integrated Advisors Network LLC37,212$1.09M0.06%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…36,016$1.05M0.02%-45613F-HRTimelineGroup
Atria Investments, Inc35,697$1.04M0.01%-50,52413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC35,453$1.03M<0.01%-26,73513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding34,814$1.02M-18,967Timeline
HORAN Wealth, LLC34,456$1.01M0.1%013F-HRTimeline
Ashton Thomas Private Wealth, LLC34,205$998K0.02%+5,49313F-HRTimeline
Downshift Financial, LLC32,799$956K0.5%+2,48413F-HRTimeline
Evanson Asset Management, LLC32,523$949K0.05%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC32,424$946K0.04%-17913F-HRTimeline
Tandem Investment Partners LLC32,017$934K0.79%-2,82613F-HRTimeline
Triton Financial Group Inc31,724$927K1.62%+15,86213F-HRTimeline
Aspire Private Capital, LLC31,623$923K0.21%+1,51613F-HRTimeline
Betterment LLC30,276$883K<0.01%+3,04713F-HRTimeline
Breakwater Investment Management30,007$876K0.33%+2,98513F-HRTimeline
WHITTIER TRUST CO29,242$850K0.01%013F-HRTimeline
Rehmann Capital Advisory Group28,589$834K0.04%013F-HRTimeline
XY Planning Network, Inc.28,348$825K0.13%+10,61013F-HRTimeline
PATRON PARTNERS, LLC28,004$817K0.36%-1,01213F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP27,959$816K0.2%+1,02413F-HRTimelineGroup
Jefferson Bridge Capital, LLC27,846$813K0.81%+9,35813F-HRTimeline
Vestmark Advisory Solutions, Inc.27,797$811K0.01%-105,94313F-HRTimeline
Allen Capital Group, LLC27,649$807K0.07%-6,25113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC27,193$793K<0.01%+1,42013F-HRTimelineGroup
PRIVATE TRUST CO NA27,027$789K0.07%-4,80213F-HRTimeline
Capital Management Associates, Inc26,880$784K0.18%013F-HRTimeline
Clear Creek Financial Management, LLC26,698$779K0.06%+1,39913F-HRTimeline
Advisory Services Network, LLC26,083$761K0.01%-3,17113F-HRTimeline
Slow Capital, Inc.26,027$759K0.1%-19,19013F-HRTimeline
Winch Advisory Services, LLC25,667$749K0.17%+41013F-HRTimeline
Comprehensive Money Management Services…25,272$737K0.48%-35013F-HRTimeline
BLALOCK WILLIAMS, LLC25,005$730K0.56%013F-HRTimeline
Maridea Wealth Management LLC24,660$720K0.1%+17,15013F-HRTimeline
Trilogy Capital Inc.24,613$718K0.03%-8,50313F-HRTimeline
Coastal Bridge Advisors, LLC23,821$695K0.05%-6,68013F-HRTimeline
Maia Wealth LLC23,667$691K0.12%-8,33113F-HRTimeline
PROTECTIVE LIFE CORP23,506$686K2.28%new13F-HRTimeline
Sowell Financial Services LLC23,484$685K0.03%+27013F-HRTimeline
Paladin Wealth, LLC23,292$680K0.47%+65713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\23,102$674K<0.01%-13013F-HRTimelineGroup
Centurion Wealth Management LLC22,000$642K0.14%-5,00013F-HRTimeline
Goldstone Financial Group, LLC21,257$620K0.07%-1,31513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP21,094$616K0.03%+5,71513F-HRTimeline
Lifeworks Advisors, LLC20,933$611K0.08%-5,45513F-HRTimeline
Portland Financial Advisors Inc20,138$588K1.22%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/20,076$586K<0.01%-2,97713F-HRTimelineGroup
Destiny Capital Corp/CO19,741$576K0.31%-11,01313F-HRTimeline
Brown Financial Advisors19,382$566K0.21%-81013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding19,328$564K+6,967Timeline
Keystone Financial Group18,935$553K0.04%+10013F-HRTimeline
Evensky & Katz LLC18,126$529K0.03%+11413F-HRTimeline
Mayflower Financial Advisors, LLC18,049$527K0.06%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC17,713$517K<0.01%-1,99313F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES17,229$503K0.19%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…16,835$491K0.01%-3513F-HRTimelineGroup
Sanctuary Advisors, LLC16,631$485K<0.01%-93,50513F-HRTimeline
GeoWealth Management, LLC16,577$484K0.02%-11,58913F-HRTimeline
FIRST HORIZON CORP16,513$482K0.02%013F-HRTimeline
Front Row Advisors LLC16,230$474K0.16%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC16,210$473K0.02%-5,36713F-HRTimelineGroup
OPTIMA CAPITAL LLC16,161$472K0.22%-6,92913F-HRTimeline
WESBANCO BANK INC15,865$463K0.01%013F-HRTimeline
ALTFEST L J & CO INC15,766$460K0.05%-1,91513F-HRTimeline
M. Kulyk & Associates, LLC15,629$456K0.09%+1,45813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…15,558$454K0.01%-11,91913F-HRTimelineGroup
THEORY FINANCIAL LLC15,125$441K0.15%-27,91113F-HRTimeline
Clark Asset Management, LLC15,101$441K0.04%013F-HRTimeline
Cranbrook Wealth Management, LLC14,716$429K0.09%-21813F-HRTimeline
Sightline Wealth Advisors, LLC14,699$429K0.18%-8,37713F-HRTimeline
Acropolis Investment Management, LLC14,400$420K0.02%013F-HRTimeline
B. Riley Wealth Advisors, Inc.14,335$418K0.03%-8,22513F-HRTimeline
Carnegie Investment Counsel14,216$415K0.01%-15,02013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA13,980$408K0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors13,904$406K0.01%new13F-HRTimeline
Cornerstone Financial Group, LLC /NE/13,842$402K0.26%+12313F-HRTimeline
Nemes Rush Group LLC13,770$402K0.04%+84313F-HRTimeline
AIMZ Investment Advisors, LLC13,682$399K0.12%013F-HRTimeline
World Investment Advisors13,653$398K0.01%+1,55413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…13,637$398K0.02%-26713F-HRTimelineGroup
One Degree Advisors Inc13,425$391K0.1%-7,38013F-HRTimeline
SAX WEALTH ADVISORS, LLC13,234$387K0.02%013F-HRTimeline
BAM Wealth Management, LLC13,088$382K0.29%-6,45913F-HRTimeline
Astoria Portfolio Advisors LLC.12,963$378K0.08%+713F-HRTimeline
Creative Planningin group Creative Planning12,931$377K<0.01%+2,32113F-HRTimelineGroup
Ballast Rock Private Wealth LLC12,719$371K0.21%-12,25913F-HRTimeline
Trailhead Planners LLC12,686$370K0.36%+39613F-HRTimeline
Pallas Capital Advisors LLC12,677$370K0.01%013F-HRTimeline
Larson Financial Group LLC12,503$365K0.01%+713F-HRTimeline
Allworth Financial LP12,490$364K<0.01%+1213F-HRTimeline
Financial Enhancement Group LLC12,355$361K0.04%+7213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC12,095$353K0.01%-74,12013F-HRTimeline
IHT Wealth Management, LLC12,043$351K0.01%-25,02513F-HRTimeline
Falcon Wealth Planning11,870$346K0.02%-1,43713F-HRTimeline
Mattson Financial Services, LLC11,737$342K0.08%+63413F-HRTimeline
BDFS Capital LLC11,462$334K0.16%+6013F-HRTimeline
Sequoia Financial Advisors, LLC11,210$327K<0.01%-6,42013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC11,180$326K0.06%+7113F-HRTimeline
Narwhal Capital Management10,399$303K0.02%new13F-HRTimeline
J.W. COLE ADVISORS, INC.10,309$301K0.01%-1,90113F-HRTimeline
Leo Wealth, LLC10,174$297K0.02%+113F-HRTimeline
Gateway Wealth Partners, LLC9,788$286K0.01%-1,22213F-HRTimeline
HM PAYSON & CO9,609$280K<0.01%-2,77213F-HRTimeline
SMI Advisory Services, LLC9,636$280K0.05%+23513F-HRTimeline
Wealthspire Advisors, LLC9,557$279K<0.01%+1,53913F-HRTimeline
CHOREO, LLC9,539$278K<0.01%+81913F-HRTimeline
HARBOUR INVESTMENTS, INC.9,351$273K<0.01%+1,33313F-HRTimeline
First Heartland Consultants, Inc.9,294$271K0.02%-3,87013F-HRTimeline
WealthTrak Capital Management LLC9,129$266K0.19%new13F-HRTimeline
AE Wealth Management LLC8,611$251K<0.01%-8,26213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group8,295$242K0.03%new13F-HRTimelineGroup
Perigon Wealth Management, LLC8,225$240K<0.01%-28,65113F-HRTimeline
Chesley Taft & Associates LLC8,150$238K0.01%013F-HRTimeline
Latitude Advisors, LLC7,986$233K0.11%-52813F-HRTimeline
Portfolio Resources Advisor Group, Inc.7,947$233K0.23%new13F-HRTimeline
Parallel Advisors, LLC7,952$232K<0.01%+213F-HR/ATimeline
IFP Advisors, Inc7,884$230K<0.01%+1,36013F-HRTimeline
CoreCap Advisors, LLC7,844$229K0.01%-9013F-HRTimeline
BetterWealth, LLC7,796$227K0.04%013F-HRTimeline
Legacy Trust7,775$227K0.04%new13F-HRTimeline
HOWE & RUSLING INC7,733$226K0.01%+4913F-HRTimeline
&PARTNERS7,530$222K<0.01%-2,81313F-HRTimeline
HOWARD BAILEY SECURITIES, LLC7,572$221K0.09%-1,35413F-HRTimeline
NATURAL INVESTMENTS, LLC7,493$218K0.05%new13F-HRTimeline
Collaborative Wealth Managment Inc.7,417$216K0.1%-5,30813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7,275$212K0.02%new13F-HRTimelineGroup
Spectrum Planning & Advisory Services I…7,257$212K0.1%-25,40613F-HRTimeline
Compound Planning, Inc.7,209$210K0.01%new13F-HRTimeline
Midwest Heritage Bank, FSB7,044$206K0.07%013F-HRTimeline
Klaas Financial Asset Advisors, LLC7,020$205K0.03%013F-HRTimeline
SMART Wealth LLC6,935$202K0.06%-94713F-HRTimeline
LifeSteps Financial, Inc.6,927$202K0.13%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,883$201K<0.01%-1,15913F-HRTimelineGroup
Qube Research & Technologies Ltd6,729$196K<0.01%+5,46813F-HRTimeline
Aptus Capital Advisors, LLC5,952$174K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC5,038$147K0.15%+1,14413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,000$146K<0.01%013F-HRTimelineGroup
TSFG, LLC4,911$143K0.02%+45613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,604$134K0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,543$133K<0.01%-1,59713F-HRTimelineGroup
Strategic Wealth Partners, Ltd.4,229$123K0.01%-2,61013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,054$118K<0.01%+2,03113F-HR/ATimelineGroup
RICHARDSON FINANCIAL SERVICES INC.3,979$116K0.07%+2613F-HRTimeline
FMR LLCin group FMR LLC3,912$114K<0.01%-72413F-HRTimelineGroup
Richard Bernstein Advisors LLC3,845$112K<0.01%-7,106,01513F-HRTimeline
Graney & King, LLC3,633$106K0.06%new13F-HRTimeline
Your Advocates Ltd., LLP3,375$98.5K0.03%+2,86513F-HRTimeline
Wealth Enhancement Trust Services, Inc.3,205$93.5K0.01%013F-HRTimeline
Collier Financial3,021$88.2K0.07%-35013F-HRTimeline
MATHER GROUP, LLC.2,934$85.6K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,784$81.2K0.01%+1013F-HRTimeline
AMERIFLEX GROUP, INC.2,676$78.1K0.04%+1,31313F-HRTimeline
SBI Securities Co., Ltd.2,273$66.3K<0.01%+46713F-HRTimeline
Versant Capital Management, Inc2,243$65.5K0.01%+51013F-HRTimeline
Root Financial Partners, LLC2,099$61.2K<0.01%+1,65313F-HRTimeline
Pinnacle Bancorp, Inc.1,900$55.4K0.02%+13313F-HRTimeline
CX Institutional1,877$55K<0.01%-713F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,415$41.3K0.02%new13F-HRTimeline
BOKF, NAin group BOKF, NA1,414$41.3K<0.01%-113F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC1,291$37.7K<0.01%-87113F-HRTimeline
EPG Wealth Management LLC1,167$34.1K0.01%+713F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,165$34K0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC1,125$32.8K<0.01%+22513F-HRTimeline
Capital Investment Advisory Services, L…1,080$31.5K<0.01%-3513F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC937$27.3K<0.01%13F-HRTimelineGroup
Gunpowder Capital Management, LLC dba O…870$25.4K0.02%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources833$24.3K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC751$21.9K<0.01%+43313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp736$21.5K<0.01%013F-HRTimelineGroup
Investors Research Corp735$21.4K<0.01%013F-HRTimeline
Clearstead Advisors, LLC719$21K<0.01%-11813F-HRTimeline
SHP Wealth Management698$20.4K<0.01%-313F-HRTimeline
Aventus Investment Advisors, Inc.687$20K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL650$19K<0.01%-1,23513F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …615$17.9K<0.01%013F-HRTimelineGroup
Indiana Trust & Investment Management Co550$16K<0.01%013F-HRTimeline
Rossby Financial, LCC546$15.9K<0.01%+43113F-HRTimeline
Retirement Wealth Solutions LLC420$12.3K0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.398$11.6K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors361$10.5K<0.01%013F-HRTimelineGroup
Lodestone Wealth Management LLC345$10.1K<0.01%013F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC325$9.46K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS316$9.22K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC315$9.19K<0.01%013F-HRTimeline
GW&K Investment Management, LLC306$9K<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC307$8.96K<0.01%new13F-HRTimeline
Bullock Wealth Management Group276$8.03K<0.01%new13F-HRTimeline
Destiny Wealth Partners, LLC273$7.97K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…267$7.79K<0.01%new13F-HRTimelineGroup
Orion Capital Management LLC251$7.32K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC238$6.95K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…220$6.42K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC199$6K<0.01%013F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.200$5.84K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC188$5.49K<0.01%013F-HRTimeline
Blue Trust, Inc.143$4.17K<0.01%-28,76113F-HRTimeline
EASTERN BANK134$3.91K<0.01%+13313F-HRTimeline
Truvestments Capital LLC116$3.38K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…116$3.38K<0.01%013F-HRTimeline
Anchor Investment Management, LLC108$3.15K<0.01%013F-HRTimeline