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 |
|---|---|---|---|---|---|
| LPL Financial | 2.2M | $224M | 14% | Sep 2024 |
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| CWM | 1.7M | $167M | 3% | Sep 2024 |
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| Bank of America Corporation | 1.5M | $148M | -3% | Sep 2024 |
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| Partners Capital Investment Group | 802k | $80M | 1% | Sep 2024 |
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| Advisor Group Holdings | 797k | $79M | 2% | Sep 2024 |
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| Renaissance Technologies | 745k | $74M | 1% | Sep 2024 |
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| Coldstream Capital Management | 621k | $62M | 5% | Sep 2024 |
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| Sargent Investment Group | 548k | $55M | 13% | Sep 2024 |
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| Proficio Capital Partners | 539k | $54M | 0% | Sep 2024 |
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| Miller Investment Management | 413k | $41M | 100% | Jun 2024 |
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| Commonwealth Equity Services | 384k | $38M | 1% | Sep 2024 |
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| Bell State Bank and Trust | 371k | $37M | 2692% | Sep 2024 |
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| Integrated Wealth Concepts | 364k | $36M | 167% | Sep 2024 |
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| Royal Bank of Canada | 347k | $35M | 5% | Sep 2024 |
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| Pecaut & Co. | 333k | $33M | 36% | Sep 2024 |
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| Envestnet Asset Management | 324k | $32M | 7% | Sep 2024 |
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| Stephens | 316k | $31M | 1% | Sep 2024 |
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| Wells Fargo & Company | 250k | $25M | 9% | Sep 2024 |
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| Hershey Financial Advisers | 246k | $25M | 100% | Jun 2024 |
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| CWA Asset Management | 225k | $22M | 0% | Sep 2024 |
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| Kovitz Investment Group Partners | 202k | $20M | 100% | Sep 2024 |
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| TMD Wealth Management | 191k | $19M | 1% | Jun 2024 |
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| Cetera Investment Advisers | 188k | $19M | 14% | Jun 2024 |
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| NDWM | 184k | $18M | 4% | Sep 2024 |
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| Ashton Thomas Private Wealth | 172k | $17M | 5% | Sep 2024 |
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| Stratos Wealth Partners | 167k | $17M | 236% | Sep 2024 |
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| Fortis Group Advisors | 164k | $16M | -9% | Sep 2024 |
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| Peak Asset Management | 162k | $16M | 10% | Sep 2024 |
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| Waldron | 157k | $16M | -8% | Sep 2024 |
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| Armstrong Advisory Group | 151k | $15M | 100% | Sep 2024 |
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| Delos Wealth Advisors | 126k | $13M | 2% | Sep 2024 |
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| Morgan Stanley | 119k | $12M | 10412% | Jun 2024 |
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| Financial Advocates Investment Management | 118k | $12M | 18% | Sep 2024 |
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| Treasure Coast Financial Planning | 112k | $11M | 4% | Jun 2024 |
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| Sanctuary Advisors | 112k | $11M | 100% | Jun 2024 |
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| One Day In July | 107k | $11M | 31% | Sep 2024 |
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| Portland Global Advisors | 106k | $11M | -5% | Jun 2024 |
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| Beacon Capital Management | 105k | $11M | 1% | Sep 2024 |
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| Altiora Financial Group | 104k | $10M | -33% | Sep 2024 |
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| Goss Wealth Management | 100k | $10M | 137% | Jun 2024 |
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| Total Clarity Wealth Management | 99k | $9.8M | 102% | Sep 2024 |
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| Austin Wealth Management | 96k | $9.6M | -2% | Sep 2024 |
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| Iams Wealth Management | 95k | $9.4M | -9% | Sep 2024 |
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| Parallel Advisors | 94k | $9.3M | 242% | Sep 2024 |
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| Choate Investment Advisors | 91k | $9.1M | -25% | Sep 2024 |
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| Strategic Wealth Partners | 90k | $9.0M | -6% | Sep 2024 |
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| Branch Banking & Trust Company | 88k | $8.8M | 4% | Jun 2024 |
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| Kestra Advisory Services | 87k | $8.6M | 1% | Sep 2024 |
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| Anson Capital | 79k | $7.8M | 38% | Sep 2024 |
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| Mml Investors Services | 76k | $7.6M | 16% | Sep 2024 |
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| Birchcreek Wealth Management | 76k | $7.5M | 100% | Sep 2024 |
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| HPM Partners | 69k | $6.9M | 6% | Sep 2024 |
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| Running Point Capital Advisors | 66k | $6.6M | 77% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 66k | $6.6M | 41% | Sep 2024 |
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| Carrera Capital Advisors | 66k | $6.6M | -3% | Sep 2024 |
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| Equitable Holdings | 65k | $6.5M | -5% | Jun 2024 |
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| Napa Wealth Management | 63k | $6.3M | 31% | Sep 2024 |
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| EP Wealth Advisors | 62k | $6.2M | 14% | Sep 2024 |
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| Raymond James & Associates | 61k | $6.1M | -28% | Sep 2024 |
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| Flow Traders US | 59k | $5.9M | 100% | Sep 2024 |
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| Private Advisor | 58k | $5.8M | -15% | Sep 2024 |
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| Hm Payson & Co | 57k | $5.7M | -7% | Sep 2024 |
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| IFP Advisors | 56k | $5.6M | 9% | Jun 2024 |
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| Quadrant Capital | 55k | $5.5M | -1% | Sep 2024 |
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| Raymond James Financial Services Advisors | 55k | $5.4M | 70% | Sep 2024 |
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| D. J. St. Germain | 49k | $4.9M | -1% | Sep 2024 |
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| Kingfisher Capital | 47k | $4.7M | -7% | Sep 2024 |
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| Rockefeller Capital Management | 47k | $4.6M | -7% | Jun 2024 |
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| CoreCap Advisors | 46k | $4.6M | -1% | Sep 2024 |
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| Studio Investment Management | 46k | $4.5M | 10% | Sep 2024 |
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| Private Portfolio Partners | 44k | $4.3M | 42% | Sep 2024 |
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| Eagle Bay Advisors | 43k | $4.3M | -5% | Sep 2024 |
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| Wealthcare Advisory Partners | 42k | $4.2M | 43% | Sep 2024 |
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| KPP Advisory Services | 42k | $4.2M | -43% | Sep 2024 |
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| Atria Investments | 41k | $4.1M | -4% | Sep 2024 |
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| Onyx Bridge Wealth Group | 38k | $3.8M | 14% | Sep 2024 |
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| Flagship Harbor Advisors | 38k | $3.8M | -61% | Sep 2024 |
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| Courier Capital Corp | 37k | $3.7M | 1130% | Sep 2024 |
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| Auour Investments | 36k | $3.6M | -20% | Sep 2024 |
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| Ameritas Advisory Services | 36k | $3.6M | -8% | Sep 2024 |
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| Acorn Financial Advisory Services | 34k | $3.4M | 109% | Sep 2024 |
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| Vectors Research Management | 33k | $3.3M | -30% | Sep 2024 |
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| Money Concepts Capital Corp | 31k | $3.1M | 741% | Sep 2024 |
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| Pine Valley Investments Ltd Liability | 31k | $3.1M | 3% | Jun 2024 |
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| Hibernia Wealth Partners | 31k | $3.0M | 26% | Sep 2024 |
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| Woodard & Co Asset Management Group | 31k | $3.0M | -51% | Sep 2024 |
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| Centaurus Financial | 29k | $2.8M | 14% | Sep 2024 |
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| Gyl Financial Synergies | 28k | $2.8M | -17% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 27k | $2.7M | 23% | Jun 2024 |
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| Citadel Advisors | 27k | $2.7M | -37% | Sep 2024 |
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| Susquehanna International | 27k | $2.7M | -43% | Sep 2024 |
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| Orion Portfolio Solutions | 26k | $2.6M | 8% | Sep 2024 |
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| Atria Wealth Solutions | 26k | $2.6M | 20% | Sep 2024 |
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| Carr Financial Group Corp | 26k | $2.5M | -3% | Sep 2024 |
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| Schwab Charitable Fund | 25k | $2.5M | 1% | Sep 2024 |
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| Long Run Wealth Advisors | 25k | $2.5M | 61% | Sep 2024 |
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| GAMMA Investing | 23k | $2.3M | 100% | Sep 2024 |
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| Janney Montgomery Scott | 23k | $2.2M | -22% | Sep 2024 |
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| Promethium Advisors | 22k | $2.2M | 100% | Sep 2024 |
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| Jane Street | 21k | $2.1M | -58% | Sep 2024 |
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| Townsquare Capital | 21k | $2.1M | 11% | Sep 2024 |
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| Apex Investment Services | 20k | $2.0M | 32% | Sep 2024 |
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| H D Vest Advisory Services | 20k | $1.9M | 8% | Jun 2024 |
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| Concurrent Investment Advisors | 19k | $1.9M | 17% | Sep 2024 |
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| Cambridge Investment Research Advisors | 19k | $1.9M | -19% | Sep 2024 |
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| Sheets Smith Wealth Management | 19k | $1.9M | 8% | Sep 2024 |
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| Capital Advisors | 19k | $1.9M | 11% | Sep 2024 |
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| Mercer Global Advisors | 17k | $33k | 100% | Jun 2024 |
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| National Wealth Management Group | 17k | $1.7M | 100% | Sep 2024 |
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| Stratos Wealth Advisors | 17k | $1.7M | -22% | Sep 2024 |
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| Parsons Capital Management | 16k | $1.6M | -5% | Sep 2024 |
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| MCF Advisors | 16k | $1.6M | -10% | Sep 2024 |
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| Essex Financial Services | 16k | $1.6M | 10% | Sep 2024 |
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| Priebe Wealth Holdings | 15k | $1.5M | 31% | Sep 2024 |
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| AQR Capital Management | 14k | $1.4M | 100% | Sep 2024 |
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| Kestra Private Wealth Services | 14k | $1.4M | -14% | Sep 2024 |
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| Alesco Advisors | 14k | $1.4M | 244% | Sep 2024 |
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| Western Wealth Management | 14k | $1.4M | 46% | Sep 2024 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 14k | $1.4M | 215% | Sep 2024 |
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| Prospera Financial Services | 13k | $1.3M | -44% | Sep 2024 |
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| Stifel Financial | 13k | $1.3M | 19% | Jun 2024 |
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| ValMark Advisers | 13k | $1.3M | 61% | Sep 2024 |
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| Clear Creek Financial Management | 13k | $1.3M | 16% | Sep 2024 |
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| Kohmann Bosshard Financial Services | 12k | $1.2M | -14% | Sep 2024 |
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| Ronald Blue Trust | 12k | $1.2M | -86% | Sep 2024 |
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| Oakmont Partners | 11k | $1.0M | -15% | Sep 2024 |
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| Putnam Fl Investment Management | 9.8k | $974k | -11% | Sep 2024 |
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| Lynx Investment Advisory | 9.7k | $969k | 1% | Sep 2024 |
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| Values First Advisors | 9.6k | $959k | 3% | Sep 2024 |
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| Advisor Resource Council | 9.6k | $955k | 100% | Sep 2024 |
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| Journey Strategic Wealth | 9.3k | $926k | 1% | Sep 2024 |
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| Lido Advisors | 9.1k | $903k | -10% | Jun 2024 |
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| WJ Wealth Management | 9.1k | $903k | -31% | Sep 2024 |
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| Leucadia National Corporation | 9.0k | $897k | -46% | Jun 2024 |
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| Advance Capital Management | 8.8k | $872k | -12% | Sep 2024 |
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| Embree Financial Group | 8.7k | $863k | 109% | Sep 2024 |
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| Tidemark | 8.5k | $847k | -2% | Sep 2024 |
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| RiverTree Advisors | 8.0k | $796k | 0% | Sep 2024 |
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| Insight 2811 | 7.8k | $780k | -23% | Sep 2024 |
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| Wagner Bowman Management | 7.8k | $778k | -6% | Sep 2024 |
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| We Are One Seven | 7.4k | $732k | 49% | Sep 2024 |
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| Legacy CG | 7.1k | $709k | -60% | Sep 2024 |
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| HighTower Advisors | 7.1k | $702k | -6% | Jun 2024 |
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| Ausdal Financial Partners | 7.0k | $693k | 100% | Sep 2024 |
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| Meridian Management | 6.9k | $682k | -25% | Sep 2024 |
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| Stonebridge Financial Planning Group | 6.8k | $677k | -11% | Sep 2024 |
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| Mariner Wealth Advisors | 6.8k | $673k | -72% | Sep 2024 |
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| Sound Financial Strategies Group | 6.7k | $671k | 0% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 6.6k | $656k | 8% | Sep 2024 |
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| ZynergyRetirementPlanning | 6.5k | $644k | -33% | Sep 2024 |
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| Transcendent Capital Group | 5.7k | $570k | -50% | Sep 2024 |
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| Mutual Advisors | 5.2k | $513k | -23% | Sep 2024 |
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| Beacon Wealthcare | 4.6k | $459k | -49% | Sep 2024 |
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| Sightline Wealth Advisors | 3.6k | $355k | -66% | Sep 2024 |
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| Coastal Investment Advisors | 206.00 | $21k | -97% | Sep 2024 |
|
Who sold out of Spdr Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Epoch Investment Partners | Jun 2024 | 206k | $20M |
| Strategic Financial Concepts | Jun 2024 | 120k | $1.2M |
| Alpha Financial Partners | Jun 2024 | 26k | $2.6M |
| Old Mission Capital | Mar 2024 | 20k | $2.0M |
| Eagle Strategies | Mar 2024 | 16k | $1.6M |
| World Equity Group | Jun 2024 | 15k | $1.5M |
| Goldman Sachs Group | Mar 2024 | 10k | $995k |
| Belmont Capital | Jun 2024 | 7.7k | $764k |
| Fairbanks Capital Management | Jun 2024 | 7.0k | $694k |