Home › SPSM

Who holds SPSM

SPDR SERIES TRUST · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
LPL Financial LLC25.2M$1.5B0.3%
Betterment LLC19.2M$1.1B1.9%
Financial Engines Advisors L.L.C.18.8M$1.1B1.9%
BANK OF AMERICA CORP /DE/12.1M$700.5M0.0%
MORGAN STANLEY7.6M$439.1M0.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC6.6M$380.5M0.1%
ENVESTNET ASSET MANAGEMENT INC6.4M$367.2M0.1%
Valmark Advisers, Inc.5.1M$294.2M3.1%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC5.0M$289.6M3.8%
AMERIPRISE FINANCIAL INC4.3M$251.5M0.1%
RAYMOND JAMES FINANCIAL INC3.0M$173.5M0.0%
Creative Planning2.8M$160.1M0.1%
UBS Group AG2.5M$143.2M0.0%
OSAIC HOLDINGS, INC.2.1M$120.5M0.1%
STIFEL FINANCIAL CORP2.1M$120.0M0.1%
PNC FINANCIAL SERVICES GROUP, INC.2.0M$113.1M0.1%
Pinnacle Wealth Planning Services, Inc.1.9M$110.8M10.6%
Wealthcare Advisory Partners LLC1.8M$102.4M1.9%
Crestwood Advisors Group, LLC1.7M$100.5M1.5%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.7M$95.5M0.1%
STATE STREET CORP1.6M$93.0M0.0%
Cetera Investment Advisers1.6M$89.6M0.1%
MASON STREET ADVISORS, LLC1.4M$79.5M7.2%
ASSETMARK, INC1.2M$71.5M0.1%
VANTAGEPOINT INVESTMENT ADVISERS LLC1.2M$70.5M0.5%
GREAT VALLEY ADVISOR GROUP, INC.1.2M$69.2M1.1%
Private Advisor Group, LLC1.1M$64.9M0.3%
COMMONWEALTH EQUITY SERVICES, LLC1.0M$58.2M0.1%
DAVENPORT & Co LLC986.9K$56.9M0.3%
Dakota Wealth Management1.2M$56.8M1.1%
Envestnet Portfolio Solutions, Inc.976.3K$56.3M0.3%
MIDLAND WEALTH ADVISORS, LLC959.2K$55.3M2.6%
WELLS FARGO & COMPANY/MN952.6K$54.9M0.0%
Equitable Holdings, Inc.880.6K$50.8M0.3%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.834.0K$48.1M2.8%
First Command Advisory Services, Inc.818.5K$47.2M0.3%
One Day In July LLC804.5K$46.4M3.2%
Stadion Money Management, LLC803.4K$46.3M4.0%
TRUIST FINANCIAL CORP744.7K$42.9M0.1%
UNITED CAPITAL FINANCIAL ADVISORS, LLC732.5K$42.2M0.2%
ROYAL BANK OF CANADA712.6K$41.1M0.0%
HighPoint Advisor Group LLC695.5K$40.1M1.4%
VICUS CAPITAL684.2K$39.5M2.5%
GREENLEAF TRUST668.4K$38.5M0.4%
Peterson Wealth Advisors, LLC667.8K$38.5M4.6%
Corient Private Wealth LP657.3K$37.9M0.1%
Morningstar Investment Management LLC774.1K$37.4M2.3%
BOKF, NA643.8K$37.1M0.5%
ST GERMAIN D J CO INC630.1K$36.3M1.3%
Clark Capital Management Group, Inc.606.8K$35.0M0.2%
Evernest Financial Advisors, LLC599.9K$34.6M7.2%
BERKSHIRE ASSET MANAGEMENT LLC/PA594.0K$34.3M1.3%
RKL Wealth Management LLC593.9K$34.2M2.7%
Penserra Capital Management LLC592.6K$34.2M0.3%
OARSMAN CAPITAL, INC.583.5K$33.7M3.6%
Avior Wealth Management, LLC558.7K$32.2M0.8%
Savant Capital, LLC605.2K$32.0M0.1%
Composition Wealth, LLC542.9K$31.3M0.4%
Cambridge Investment Research Advisors, Inc.542.4K$31.3M0.1%
AlphaStar Capital Management, LLC521.1K$30.1M1.9%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}