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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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 |
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Retirement Capital Strategies | 711k | $33M | 476% | Dec 2023 |
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Baltimore-Washington Financial Advisors | 367k | $17M | 4% | Dec 2023 |
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Laurel Wealth Planning | 226k | $12M | -1% | Mar 2024 |
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Principal Financial Group | 204k | $10M | 0% | Mar 2024 |
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Blue Edge Capital | 77k | $3.6M | 26% | Dec 2023 |
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Gradient Investments | 70k | $3.5M | 2% | Mar 2024 |
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One Capital Management | 57k | $2.6M | -6% | Dec 2023 |
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Private Advisor | 53k | $2.7M | 67% | Mar 2024 |
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Financial Services Advisory | 51k | $2.4M | 100% | Dec 2023 |
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CI Private Wealth | 51k | $2.3M | 0% | Dec 2023 |
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Bank of New York Mellon | 37k | $1.9M | -8% | Mar 2024 |
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Armbruster Capital Management | 36k | $1.7M | 1% | Dec 2023 |
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HighTower Advisors | 31k | $1.4M | 58% | Dec 2023 |
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Us Financial Advisors | 31k | $1.4M | 8% | Dec 2023 |
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Bank of America Corporation | 29k | $1.3M | 96% | Dec 2023 |
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Creative Planning | 29k | $1.3M | -12% | Dec 2023 |
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Stratos Wealth Partners | 26k | $1.3M | 9% | Mar 2024 |
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Advisor Group Holdings | 24k | $1.1M | -41% | Dec 2023 |
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Mariner Wealth Advisors | 24k | $1.1M | -29% | Dec 2023 |
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Focus Financial Network | 21k | $1.0M | 100% | Mar 2024 |
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Focus Financial Network | 21k | $946k | 100% | Dec 2023 |
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Retirement Income Solutions | 20k | $941k | 14% | Dec 2023 |
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Jane Street | 20k | $937k | 308% | Dec 2023 |
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Veracity Capital | 16k | $809k | 0% | Mar 2024 |
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Wells Fargo & Company | 16k | $720k | 80% | Dec 2023 |
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Raymond James & Associates | 15k | $741k | -1% | Mar 2024 |
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Two Sigma Investments | 13k | $601k | -10% | Dec 2023 |
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Zurich Insurance Group Ltd/FI | 13k | $580k | 3% | Dec 2023 |
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Fort Point Capital Partners | 12k | $559k | -1% | Dec 2023 |
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Warren Street Wealth Advisors | 12k | $604k | 0% | Mar 2024 |
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R. W. Roge & Company | 10k | $463k | -1% | Dec 2023 |
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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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Journey Strategic Wealth | 9.1k | $422k | -2% | Dec 2023 |
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Sage Advisory Services | 9.0k | $458k | 0% | Mar 2024 |
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Kingsview Wealth Management | 9.0k | $415k | -19% | Dec 2023 |
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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 | $378k | 0% | Dec 2023 |
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WNY Asset Management | 8.1k | $376k | 100% | Dec 2023 |
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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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Orion Portfolio Solutions | 7.5k | $345k | -11% | Dec 2023 |
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Goldman Sachs Group | 7.2k | $332k | 100% | 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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Citadel Advisors | 5.2k | $240k | -47% | Dec 2023 |
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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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Chicago Capital | 4.1k | $207k | 100% | Mar 2024 |
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Hanson McClain Advisors | 3.2k | $162k | 0% | Mar 2024 |
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Hills Bank And Trust Company | 2.4k | $109k | 100% | Dec 2023 |
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AdvisorNet Financial | 617.00 | $31k | 0% | Mar 2024 |
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Royal Bank of Canada | 599.00 | $28k | -36% | Dec 2023 |
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Benjamin F. Edwards & Company | 254.00 | $13k | 0% | Mar 2024 |
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Tradewinds Capital Management | 215.00 | $11k | 0% | Mar 2024 |
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Geneos Wealth Management | 178.00 | $8.2k | 42% | Dec 2023 |
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Horizon Financial Services | 113.00 | $5.7k | 100% | Mar 2024 |
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Tidemark | 109.00 | $5.0k | 100% | Dec 2023 |
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Focused Wealth Management | 78.00 | $3.6k | -54% | Dec 2023 |
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FTB Advisors | 1.00 | $69.000000 | 100% | Mar 2024 |
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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 |
New York Life Investment Management | Sep 2023 | 34k | $1.4M |
Mutual Advisors | Sep 2023 | 8.9k | $369k |
UBS Group | Sep 2023 | 5.7k | $238k |
IFP Advisors | Sep 2023 | 778.00 | $32k |
Penserra Capital Management | Sep 2023 | 169.00 | $7.0k |