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Disclosery

SPTS SPDR SERIES TRUST

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PORTFOLIO SH TSR (fund)

Filings received so far for Q3 2026: 22 13F filers report a position in SPTS 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
CX Institutional4,878,686$140M3.79%+4,876,68313F-HRTimeline
Heartwood Wealth Advisors LLC1,029,860$29.5M2.33%+15,20213F-HRTimeline
Boston Standard Wealth Management, LLC948,260$27.2M3.91%+53,08113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC707,671$20.3M0.29%+12,40113F-HRTimelineGroup
Farther Finance Advisors, LLC372,109$10.7M0.08%+163,13613F-HRTimeline
Apella Capital, LLC307,694$8.82M0.11%-9,84313F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.233,624$6.7M4.8%+4,41413F-HRTimeline
SigFig Wealth Management, LLC78,879$2.26M0.06%-3,44813F-HRTimeline
Tactive Advisors, LLC67,205$1.93M0.46%+1,79213F-HRTimeline
Successful Portfolios LLC41,568$1.19M0.55%-70313F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC34,238$982K0.93%+3,37813F-HRTimeline
Acropolis Investment Management, LLC15,186$435K0.02%+78613F-HRTimeline
First Heartland Consultants, Inc.8,954$257K0.02%-34013F-HRTimeline
Financial Enhancement Group LLC8,647$248K0.03%-1,80013F-HRTimeline
CoreCap Advisors, LLC7,407$212K0.01%-37113F-HRTimeline
Wealth Enhancement Trust Services, Inc.2,929$84K0.01%-27613F-HRTimeline
Retirement Wealth Solutions LLC2,818$80.8K0.04%new13F-HRTimeline
EASTERN BANK2,766$79.3K<0.01%+2,76513F-HRTimeline
Versant Capital Management, Inc2,286$65.5K0.01%+2113F-HRTimeline
Investors Research Corp735$21.1K<0.01%013F-HRTimeline
Aventus Investment Advisors, Inc.672$19.3K0.01%-1513F-HRTimeline
GK Wealth Management LLC299$8.57K<0.01%new13F-HRTimeline