Who owns SPDR SER TR?
- Ticker: EFIV
- CUSIP Number: 78468r531
Tip: Access positions for across all investors
Analyze quarterly positions in Spdr Ser Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Spdr Ser Tr stock
Who bought or sold SPDR SER TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Banca d'Italia | 771k | $39M | 0% | Mar 2024 |
|
| Integrated Wealth Concepts | 466k | $24M | -11% | Mar 2024 |
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| Baltimore-Washington Financial Advisors | 374k | $19M | 2% | Mar 2024 |
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| Laurel Wealth Planning | 226k | $12M | -1% | Mar 2024 |
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| LPL Financial | 212k | $11M | 34% | Mar 2024 |
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| Principal Financial Group | 204k | $10M | 0% | Mar 2024 |
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| Financial Network Wealth Management | 166k | $8.3M | 100% | Mar 2024 |
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| Retirement Capital Strategies | 141k | $7.1M | -80% | Mar 2024 |
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| Financial Engines Advisors L.L.C | 98k | $5.0M | 26% | Mar 2024 |
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| Blue Edge Capital | 91k | $4.6M | 19% | Mar 2024 |
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| Gradient Investments | 70k | $3.5M | 2% | Mar 2024 |
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| One Capital Management | 56k | $2.8M | -2% | Mar 2024 |
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| Private Advisor | 53k | $2.7M | 67% | Mar 2024 |
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| Financial Services Advisory | 51k | $2.6M | 0% | Mar 2024 |
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| Seeds Investor | 46k | $2.3M | 9% | Mar 2024 |
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| HighTower Advisors | 40k | $2.0M | 30% | Mar 2024 |
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| Armbruster Capital Management | 39k | $2.0M | 10% | Mar 2024 |
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| Bank of New York Mellon | 37k | $1.9M | -8% | Mar 2024 |
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| Jane Street | 35k | $1.8M | 71% | Mar 2024 |
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| Us Financial Advisors | 31k | $1.6M | 3% | Mar 2024 |
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| Bank of America Corporation | 31k | $1.6M | 8% | Mar 2024 |
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| Advisor Group Holdings | 27k | $1.4M | 11% | Mar 2024 |
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| Mariner Wealth Advisors | 26k | $1.3M | 8% | Mar 2024 |
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| Stratos Wealth Partners | 26k | $1.3M | 9% | Mar 2024 |
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| Focus Financial Network | 21k | $1.0M | 100% | Mar 2024 |
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| Susquehanna International | 21k | $1.0M | -1% | Mar 2024 |
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| Focus Financial Network | 21k | $946k | 100% | Dec 2023 |
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| Retirement Income Solutions | 19k | $980k | -5% | Mar 2024 |
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| Capital Analysts | 18k | $932k | 100% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 18k | $931k | 154% | Mar 2024 |
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| Veracity Capital | 16k | $809k | 0% | Mar 2024 |
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| Sax Wealth Advisors | 16k | $798k | 100% | Mar 2024 |
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| Raymond James & Associates | 15k | $741k | -1% | Mar 2024 |
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| Wells Fargo & Company | 14k | $722k | -9% | Mar 2024 |
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| CI Private Wealth | 14k | $698k | -73% | Mar 2024 |
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| Zurich Insurance Group Ltd/FI | 13k | $628k | 0% | Mar 2024 |
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| Creative Planning | 13k | $631k | -56% | Mar 2024 |
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| Fort Point Capital Partners | 12k | $559k | -1% | Dec 2023 |
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| R. W. Roge & Company | 12k | $613k | 20% | Mar 2024 |
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| Warren Street Wealth Advisors | 12k | $604k | 0% | Mar 2024 |
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| SOA Wealth Advisors | 10k | $508k | 82% | Mar 2024 |
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| OmniStar Financial Group | 10k | $504k | -14% | Mar 2024 |
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| Raymond James Financial Services Advisors | 9.9k | $503k | 48% | Mar 2024 |
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| Envestnet Asset Management | 9.5k | $483k | -39% | Mar 2024 |
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| Sage Advisory Services | 9.0k | $458k | 0% | Mar 2024 |
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| Goldman Sachs Group | 8.8k | $446k | 23% | Mar 2024 |
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| Single Point Partners | 8.8k | $445k | 0% | Mar 2024 |
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| Denver Wealth Management | 8.2k | $418k | 36% | Mar 2024 |
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| Operose Advisors | 8.2k | $416k | 0% | Mar 2024 |
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| WNY Asset Management | 8.1k | $412k | 0% | Mar 2024 |
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| Commonwealth Equity Services | 7.8k | $395k | 35% | Mar 2024 |
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| D. J. St. Germain | 7.6k | $349k | 0% | Dec 2023 |
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| KWB Wealth | 6.7k | $341k | 0% | Mar 2024 |
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| Raymond James Trust | 6.7k | $337k | 0% | Mar 2024 |
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| Marshall Financial Group | 6.6k | $332k | 7% | Mar 2024 |
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| Journey Strategic Wealth | 6.0k | $305k | -34% | Mar 2024 |
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| Kingsview Wealth Management | 5.5k | $280k | -38% | Mar 2024 |
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| Two Sigma Investments | 4.9k | $248k | -62% | Mar 2024 |
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| Brave Asset Management | 4.9k | $246k | 0% | Mar 2024 |
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| CWM | 4.8k | $241k | -52% | Mar 2024 |
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| Zhang Financial | 4.5k | $230k | 100% | Mar 2024 |
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| USAdvisors Wealth Management | 4.3k | $219k | 100% | Mar 2024 |
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| Good Life Advisors | 4.1k | $210k | 100% | Mar 2024 |
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| Chicago Capital | 4.1k | $207k | 100% | Mar 2024 |
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| Zacks Investment Management | 4.1k | $206k | 100% | Mar 2024 |
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| Goss Wealth Management | 3.9k | $197k | 262% | Mar 2024 |
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| Wells Financial Advisors | 3.4k | $172k | 34% | Mar 2024 |
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| Hanson McClain Advisors | 3.2k | $162k | 0% | Mar 2024 |
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| Tower Research Capital | 3.1k | $159k | -34% | Mar 2024 |
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| Morgan Stanley | 3.0k | $150k | 0% | Mar 2024 |
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| Hills Bank And Trust Company | 2.2k | $114k | -5% | Mar 2024 |
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| Royal Bank of Canada | 1.7k | $87k | 186% | Mar 2024 |
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| Aptus Capital Advisors | 1.0k | $53k | 2% | Mar 2024 |
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| AdvisorNet Financial | 617.00 | $31k | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 367.00 | $19.010600 | 100% | Mar 2024 |
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| Benjamin F. Edwards & Company | 254.00 | $13k | 0% | Mar 2024 |
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| Geneos Wealth Management | 225.00 | $11k | 26% | Mar 2024 |
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| Tradewinds Capital Management | 215.00 | $11k | 0% | Mar 2024 |
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| Horizon Financial Services | 113.00 | $5.7k | 100% | Mar 2024 |
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| Tidemark | 109.00 | $5.5k | 0% | Mar 2024 |
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| FTB Advisors | 1.00 | $69.000000 | 100% | Mar 2024 |
|
Who sold out of Spdr Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Koss-Olinger Consulting | Sep 2023 | 232k | $9.6M |
| Atria Investments | Sep 2023 | 55k | $2.3M |
| Flagship Harbor Advisors | Dec 2023 | 38k | $1.7M |
| Orion Portfolio Solutions | Dec 2023 | 7.5k | $345k |
| Citadel Advisors | Dec 2023 | 5.2k | $240k |
| IFP Advisors | Sep 2023 | 778.00 | $32k |
| Focused Wealth Management | Dec 2023 | 78.00 | $3.6k |