Who owns SPDR SER TR?
- Ticker: BILS
- CUSIP Number: 78468r523
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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 2.0M | $196M | 26% | Dec 2023 |
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| CWM | 1.7M | $168M | -3% | Mar 2024 |
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| Advisor Group Holdings | 737k | $73M | -1% | Dec 2023 |
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| Partners Capital Investment Group | 628k | $62M | 29% | Dec 2023 |
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| Fortis Group Advisors | 604k | $60M | 100% | Dec 2023 |
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| Coldstream Capital Management | 451k | $45M | 27% | Dec 2023 |
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| Sargent Investment Group | 392k | $39M | 21% | Dec 2023 |
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| Royal Bank of Canada | 352k | $34M | 48% | Dec 2023 |
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| Commonwealth Equity Services | 243k | $24M | 14% | Dec 2023 |
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| Altiora Financial Group | 226k | $23M | 80% | Mar 2024 |
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| Pecaut & Co. | 225k | $22M | 2% | Dec 2023 |
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| Branch Banking & Trust Company | 208k | $21M | 168% | Dec 2023 |
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| Waldron | 198k | $20M | -11% | Dec 2023 |
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| Napa Wealth Management | 192k | $19M | 100% | Dec 2023 |
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| NDWM | 184k | $18M | -1% | Mar 2024 |
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| Ashton Thomas Private Wealth | 161k | $16M | -10% | Mar 2024 |
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| Iams Wealth Management | 160k | $16M | 26% | Mar 2024 |
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| Kelman-Lazarov | 155k | $15M | 2% | Dec 2023 |
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| Peak Asset Management | 133k | $13M | 7% | Dec 2023 |
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| Raymond James & Associates | 132k | $13M | -41% | Mar 2024 |
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| Delos Wealth Advisors | 131k | $13M | 5% | Dec 2023 |
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| Centaurus Financial | 129k | $13M | 48% | Dec 2023 |
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| Warren Averett Asset Management | 123k | $12M | -1% | Dec 2023 |
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| UBS Group | 121k | $12M | 478% | Dec 2023 |
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| HPM Partners | 114k | $11M | -86% | Dec 2023 |
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| Beacon Capital Management | 111k | $11M | -9% | Mar 2024 |
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| Treasure Coast Financial Planning | 108k | $11M | 2% | Mar 2024 |
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| Prospera Financial Services | 100k | $9.9M | -27% | Dec 2023 |
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| Flagship Harbor Advisors | 98k | $9.8M | -49% | Mar 2024 |
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| Austin Wealth Management | 94k | $9.3M | 13% | Dec 2023 |
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| Legacy CG | 92k | $9.1M | -24% | Mar 2024 |
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| EP Wealth Advisors | 90k | $8.9M | 0% | Dec 2023 |
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| Private Advisor | 84k | $8.3M | 4% | Dec 2023 |
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| Oakmont Partners | 80k | $7.9M | -38% | Mar 2024 |
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| Atlas Private Wealth Advisors | 74k | $7.3M | 100% | Dec 2023 |
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| Money Concepts Capital Corp | 72k | $7.1M | 4% | Dec 2023 |
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| Kestra Advisory Services | 70k | $6.9M | 18% | Dec 2023 |
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| Global Assets Advisory | 68k | $685k | 100% | Mar 2024 |
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| Financial Advocates Investment Management | 65k | $6.5M | 15% | Dec 2023 |
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| Stratos Wealth Partners | 65k | $6.4M | 56% | Mar 2024 |
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| Woodard & Co Asset Management Group | 59k | $5.9M | -69% | Dec 2023 |
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| Smithfield Trust Company | 57k | $5.7M | 0% | Dec 2023 |
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| CoreCap Advisors | 56k | $5.6M | 36% | Dec 2023 |
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| Janney Montgomery Scott | 56k | $5.5M | 48% | Dec 2023 |
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| Priebe Wealth Holdings | 52k | $5.2M | 19% | Mar 2024 |
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| Kingfisher Capital | 51k | $5.1M | -2% | Dec 2023 |
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| D. J. St. Germain | 51k | $5.1M | -3% | Dec 2023 |
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| Rockefeller Capital Management | 50k | $5.0M | 247% | Dec 2023 |
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| One Day In July | 49k | $4.8M | 1479% | Mar 2024 |
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| Eagle Bay Advisors | 47k | $4.7M | 100% | Dec 2023 |
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| Atria Investments | 46k | $4.6M | 106% | Dec 2023 |
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| Quadrant Capital | 45k | $4.5M | 100% | Dec 2023 |
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| Ronald Blue Trust | 45k | $4.5M | 606% | Dec 2023 |
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| Curi Wealth Management | 44k | $4.4M | 5% | Dec 2023 |
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| Gyl Financial Synergies | 41k | $4.1M | -9% | Dec 2023 |
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| Auour Investments | 41k | $4.0M | 1% | Dec 2023 |
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| Private Portfolio Partners | 35k | $3.4M | 39% | Dec 2023 |
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| IFP Advisors | 35k | $3.4M | 14% | Dec 2023 |
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| Raymond James Financial Services Advisors | 34k | $3.4M | -63% | Mar 2024 |
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| Vectors Research Management | 33k | $3.3M | -4% | Dec 2023 |
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| Courier Capital Corp | 33k | $3.3M | -2% | Mar 2024 |
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| Pine Valley Investments Ltd Liability | 32k | $3.2M | 47% | Dec 2023 |
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| Onyx Bridge Wealth Group | 29k | $2.9M | 15% | Dec 2023 |
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| Studio Investment Management | 29k | $2.9M | -11% | Dec 2023 |
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| Carr Financial Group Corp | 29k | $2.9M | -21% | Mar 2024 |
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| Orion Portfolio Solutions | 28k | $2.8M | 39% | Dec 2023 |
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| DB Wealth Management Group | 27k | $2.7M | -15% | Dec 2023 |
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| Townsquare Capital | 26k | $2.6M | 4% | Dec 2023 |
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| WealthTrust Asset Management | 25k | $2.5M | -19% | Dec 2023 |
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| Schwab Charitable Fund | 25k | $2.4M | 64% | Dec 2023 |
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| Smartleaf Asset Management | 24k | $2.4M | 100% | Dec 2023 |
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| Alpha Financial Partners | 24k | $2.4M | -6% | Dec 2023 |
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| Cambridge Investment Research Advisors | 24k | $2.3M | -14% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 22k | $2.2M | 59% | Mar 2024 |
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| Stratos Wealth Advisors | 20k | $2.0M | -18% | Mar 2024 |
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| Ameritas Advisory Services | 20k | $2.0M | -60% | Dec 2023 |
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| Fortis Capital Advisors | 18k | $1.8M | -68% | Dec 2023 |
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| Sightline Wealth Advisors | 17k | $1.7M | 100% | Mar 2024 |
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| H D Vest Advisory Services | 17k | $1.6M | 58% | Dec 2023 |
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| Eagle Strategies | 16k | $1.6M | 100% | Mar 2024 |
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| Long Run Wealth Advisors | 16k | $1.5M | 100% | Mar 2024 |
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| Parsons Capital Management | 15k | $1.5M | 1% | Mar 2024 |
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| Stifel Financial | 15k | $1.5M | 157% | Dec 2023 |
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| Capital Advisors | 15k | $1.4M | 8% | Mar 2024 |
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| MCF Advisors | 14k | $1.4M | -13% | Mar 2024 |
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| Mariner Wealth Advisors | 14k | $1.4M | 100% | Dec 2023 |
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| Advance Capital Management | 14k | $1.4M | -74% | Mar 2024 |
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| WJ Wealth Management | 14k | $1.4M | -42% | Mar 2024 |
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| Kohmann Bosshard Financial Services | 13k | $1.3M | 0% | Mar 2024 |
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| Sheets Smith Wealth Management | 13k | $1.3M | 3% | Dec 2023 |
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| Smart Money Group | 13k | $1.2M | 4% | Dec 2023 |
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| Total Clarity Wealth Management | 12k | $1.2M | -43% | Mar 2024 |
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| Kestra Private Wealth Services | 12k | $1.2M | 9% | Dec 2023 |
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| DBK Financial Counsel | 12k | $1.2M | 100% | Mar 2024 |
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| Clear Creek Financial Management | 11k | $1.1M | -7% | Mar 2024 |
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| Horizon Family Wealth | 11k | $1.1M | 1% | Dec 2023 |
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| Atria Wealth Solutions | 11k | $1.0M | -24% | Dec 2023 |
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| PFG Advisors | 10k | $1.0M | 77% | Dec 2023 |
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| Lido Advisors | 10k | $1.0M | 0% | Dec 2023 |
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| Meridian Management | 9.5k | $945k | 100% | Dec 2023 |
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| Arete Wealth Advisors | 9.5k | $938k | 1% | Dec 2023 |
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| RiverTree Advisors | 9.4k | $931k | -31% | Mar 2024 |
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| Insight 2811 | 9.1k | $897k | 0% | Dec 2023 |
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| Values First Advisors | 9.0k | $891k | -26% | Mar 2024 |
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| Beacon Wealthcare | 9.0k | $891k | 1% | Mar 2024 |
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| HighTower Advisors | 8.4k | $832k | 17% | Dec 2023 |
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| Putnam Fl Investment Management | 7.6k | $751k | 1% | Dec 2023 |
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| Wagner Bowman Management | 7.5k | $749k | -11% | Mar 2024 |
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| Stonebridge Financial Planning Group | 7.5k | $744k | 39% | Dec 2023 |
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| Jane Street | 7.3k | $725k | -84% | Dec 2023 |
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| True Wealth Design | 7.3k | $723k | -9% | Dec 2023 |
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| Sound Financial Strategies Group | 7.2k | $716k | -36% | Dec 2023 |
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| Coastal Investment Advisors | 7.1k | $706k | 4% | Mar 2024 |
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| Pekin, Singer Strauss Asset Management | 7.0k | $696k | -6% | Dec 2023 |
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| Northwest Capital Management | 7.0k | $692k | -7% | Mar 2024 |
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| Baker Tilly Financial | 6.9k | $680k | 6% | Dec 2023 |
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| Western Wealth Management | 6.6k | $659k | 100% | Dec 2023 |
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| DGS Capital Management | 6.6k | $654k | 100% | Mar 2024 |
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| Private Trust Co Na | 6.3k | $630k | -3% | Mar 2024 |
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| Advisory Services Network | 6.3k | $623k | -2% | Dec 2023 |
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| Keystone Financial Group | 6.0k | $597k | 0% | Dec 2023 |
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| ValMark Advisers | 5.6k | $557k | 0% | Dec 2023 |
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| Vertex Planning Partners | 5.5k | $541k | 0% | Dec 2023 |
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| Wolverine Trading | 5.1k | $510k | 100% | Dec 2023 |
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| Concurrent Investment Advisors | 4.9k | $487k | 100% | Dec 2023 |
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| Fairbanks Capital Management | 4.9k | $485k | 0% | Dec 2023 |
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| United Capital Financial Advisers | 4.7k | $466k | -45% | Dec 2023 |
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| Beacon Pointe Advisors | 4.7k | $463k | 100% | Dec 2023 |
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| Wealthcare Advisory Partners | 4.3k | $430k | -27% | Mar 2024 |
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| NavPoint Financial | 4.3k | $427k | 100% | Dec 2023 |
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| Geneos Wealth Management | 4.3k | $424k | 82% | Dec 2023 |
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| Cary Street Partner Investment Advisory | 4.2k | $419k | -50% | Dec 2023 |
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| LWMG | 4.2k | $415k | 2% | Dec 2023 |
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| Alesco Advisors | 4.0k | $398k | 0% | Dec 2023 |
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| Stapp Wealth Management, P | 3.9k | $386k | 0% | Mar 2024 |
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| Castleview Partners | 3.7k | $369k | -6% | Dec 2023 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.6k | $361k | 100% | Dec 2023 |
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| Focus Financial Network | 3.6k | $354k | 100% | Dec 2023 |
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| Acorn Financial Advisory Services | 3.5k | $351k | -95% | Dec 2023 |
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| AE Wealth Management | 3.5k | $352k | -13% | Dec 2023 |
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| Dynamic Advisors Solutions | 3.5k | $348k | 36% | Mar 2024 |
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| AlphaQ Advisors | 3.4k | $337k | 100% | Dec 2023 |
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| Focus Financial Network | 3.4k | $337k | 100% | Mar 2024 |
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| MONECO Advisors | 3.4k | $335k | 53% | Mar 2024 |
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| Portside Wealth Group | 3.3k | $324k | -14% | Mar 2024 |
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| O'rourke & Company | 3.2k | $322k | 3% | Mar 2024 |
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| Worth Asset Management | 3.1k | $307k | -22% | Mar 2024 |
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| Nemes Rush Group | 3.1k | $305k | -25% | Dec 2023 |
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| Hardy Reed | 3.0k | $297k | -6% | Dec 2023 |
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| Pnc Financial Services | 2.9k | $292k | 100% | Dec 2023 |
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| Trinity Legacy Partners | 2.9k | $291k | -93% | Mar 2024 |
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| Arrowroot Family Office | 2.8k | $280k | -22% | Dec 2023 |
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| Great Valley Advisor Group | 2.5k | $247k | -16% | Dec 2023 |
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| Nbc Securities | 2.3k | $224k | -67% | Mar 2024 |
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| Wells Fargo & Company | 249.00 | $25k | -96% | Dec 2023 |
|
Who sold out of Spdr Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Petredis Investment Advisors | Sep 2023 | 254k | $25M |
| Retirement Capital Strategies | Sep 2023 | 114k | $11M |
| IPG Investment Advisors | Sep 2023 | 48k | $4.8M |
| Citadel Advisors | Sep 2023 | 37k | $3.7M |
| Goldman Sachs Group | Sep 2023 | 18k | $1.8M |
| Flow Traders US | Sep 2023 | 9.2k | $912k |