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 | 3.6M | $357M | -1% | Dec 2025 |
|
| CWM | 2.1M | $204M | -4% | Dec 2025 |
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| Ameriprise Financial | 1.0M | $104M | -8% | Sep 2025 |
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| Miller Investment Management | 1.0M | $100M | -15% | Dec 2025 |
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| Wells Fargo & Company | 639k | $63M | 3% | Dec 2025 |
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| Advisor Group Holdings | 610k | $61M | 14% | Dec 2025 |
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| Sargent Investment Group | 558k | $55M | 7% | Dec 2025 |
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| Bell State Bank and Trust | 547k | $54M | 9% | Dec 2025 |
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| Commonwealth Equity Services | 527k | $52M | 29% | Dec 2025 |
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| Royal Bank of Canada | 492k | $49M | 1% | Sep 2025 |
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| Pecaut & Co. | 461k | $46M | 7% | Dec 2025 |
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| Raymond James Financial | 442k | $44M | 80% | Dec 2025 |
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| UBS Group | 436k | $43M | 2% | Dec 2025 |
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| Envestnet Asset Management | 415k | $41M | 4% | Dec 2025 |
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| Ashton Thomas Private Wealth | 390k | $39M | 7% | Dec 2025 |
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| One Day In July | 324k | $32M | -2% | Dec 2025 |
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| Colony | 313k | $31M | 1344% | Dec 2025 |
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| AQR Capital Management | 308k | $31M | 34% | Sep 2025 |
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| Cetera Investment Advisers | 304k | $30M | -28% | Dec 2025 |
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| SoundView Advisors | 276k | $27M | 100% | Dec 2025 |
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| Mml Investors Services | 273k | $27M | 19% | Dec 2025 |
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| Branch Banking & Trust Company | 271k | $27M | 4% | Dec 2025 |
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| Peak Asset Management | 207k | $21M | 0% | Dec 2025 |
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| CWA Asset Management | 197k | $20M | -8% | Dec 2025 |
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| AlphaCore Capital | 189k | $19M | 161% | Dec 2025 |
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| Running Point Capital Advisors | 188k | $19M | -14% | Dec 2025 |
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| HighTower Advisors | 177k | $18M | 8% | Dec 2025 |
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| Integrated Wealth Concepts | 160k | $16M | -27% | Dec 2025 |
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| Birchcreek Wealth Management | 157k | $16M | 17% | Dec 2025 |
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| Rockefeller Capital Management | 155k | $15M | 14% | Dec 2025 |
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| DBK Financial Counsel | 153k | $15M | 36% | Dec 2025 |
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| Horizon Family Wealth | 146k | $15M | 18% | Dec 2025 |
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| Promethium Advisors | 141k | $14M | 51% | Dec 2025 |
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| NDWM | 140k | $14M | -2% | Dec 2025 |
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| Equitable Holdings | 140k | $14M | 19% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 138k | $14M | -5% | Dec 2025 |
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| Pacific Sage Partners | 134k | $13M | 24% | Dec 2025 |
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| MOKAN Wealth Management | 130k | $13M | 12% | Dec 2025 |
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| Treasure Coast Financial Planning | 129k | $13M | 6% | Dec 2025 |
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| Castlekeep Investment Advisors | 123k | $12M | 2% | Dec 2025 |
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| Delos Wealth Advisors | 120k | $12M | 0% | Dec 2025 |
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| Partners Capital Investment Group | 119k | $12M | -26% | Dec 2025 |
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| HPM Partners | 112k | $11M | -33% | Dec 2025 |
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| Proficio Capital Partners | 109k | $11M | 51% | Dec 2025 |
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| Austin Wealth Management | 106k | $11M | -8% | Dec 2025 |
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| Long Run Wealth Advisors | 105k | $10M | -11% | Dec 2025 |
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| Kera Capital Partners | 98k | $9.8M | 23% | Dec 2025 |
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| Anson Capital | 98k | $9.7M | -2% | Dec 2025 |
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| Goss Wealth Management | 92k | $9.2M | 3% | Dec 2025 |
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| Calton & Associates | 91k | $9.0M | 10% | Dec 2025 |
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| Entrewealth | 87k | $8.6M | -4% | Dec 2025 |
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| Stifel Financial | 86k | $8.5M | 28% | Dec 2025 |
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| Hibernia Wealth Partners | 81k | $8.1M | 104% | Dec 2025 |
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| ValMark Advisers | 79k | $7.9M | 2% | Dec 2025 |
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| Farther Finance Advisors | 78k | $7.7M | 172% | Dec 2025 |
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| Choate Investment Advisors | 78k | $7.7M | -13% | Dec 2025 |
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| Procyon Private Wealth Partners | 77k | $7.7M | -4% | Dec 2025 |
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| O'rourke & Company | 77k | $7.7M | 91% | Dec 2025 |
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| Private Advisor | 77k | $7.6M | -44% | Dec 2025 |
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| Fortis Group Advisors | 67k | $6.6M | -38% | Dec 2025 |
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| Total Clarity Wealth Management | 65k | $6.4M | 39% | Dec 2025 |
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| Steward Partners Investment Advisory | 63k | $6.3M | 73% | Dec 2025 |
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| Retirement Capital Strategies | 63k | $6.3M | 10% | Dec 2025 |
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| Ameritas Advisory Services | 63k | $6.2M | 32% | Dec 2025 |
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| Altiora Financial Group | 62k | $6.2M | -33% | Dec 2025 |
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| Cambridge Investment Research Advisors | 62k | $6.2M | 41% | Dec 2025 |
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| Stephens | 62k | $6.1M | 87% | Dec 2025 |
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| Quadrant Capital | 60k | $5.9M | 10% | Dec 2025 |
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| Wedbush Morgan Securities | 58k | $5.8M | 76% | Dec 2025 |
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| Advisory Services Network | 56k | $5.6M | 19% | Dec 2025 |
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| Prosperity Consulting Group | 55k | $5.5M | 16% | Dec 2025 |
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| Janney Montgomery Scott | 55k | $5.5M | -1% | Dec 2025 |
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| Kestra Advisory Services | 55k | $5.4M | 5% | Dec 2025 |
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| Concurrent Investment Advisors | 55k | $5.4M | 2% | Dec 2025 |
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| Carr Financial Group Corp | 51k | $5.0M | 106% | Dec 2025 |
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| Jpmorgan Chase & Co | 51k | $7.8M | 100% | Sep 2025 |
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| Portland Global Advisors | 50k | $4.9M | 26% | Dec 2025 |
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| Toroso Investments | 47k | $4.7M | 87% | Dec 2025 |
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| Waldron | 46k | $4.5M | -8% | Dec 2025 |
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| Capstone Wealth Management Group | 46k | $4.5M | 8% | Dec 2025 |
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| Wealthcare Advisory Partners | 45k | $4.5M | -15% | Dec 2025 |
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| Stratos Wealth Partners | 45k | $4.5M | -26% | Dec 2025 |
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| Hm Payson & Co | 44k | $4.4M | -8% | Dec 2025 |
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| Pine Valley Investments Ltd Liability | 43k | $4.3M | 37% | Dec 2025 |
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| Carrera Capital Advisors | 43k | $4.3M | -9% | Dec 2025 |
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| Baird Financial | 43k | $4.2M | 0% | Dec 2025 |
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| WealthTrust Asset Management | 42k | $4.2M | 73% | Dec 2025 |
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| Beacon Capital Management | 42k | $4.2M | -7% | Dec 2025 |
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| Onyx Bridge Wealth Group | 42k | $4.1M | 0% | Dec 2025 |
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| Mercer Global Advisors | 41k | $4.1M | -11% | Dec 2025 |
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| Stratos Wealth Advisors | 39k | $3.9M | 22% | Dec 2025 |
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| Hershey Financial Advisers | 35k | $3.4M | -25% | Dec 2025 |
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| OakTrust Wealth Advisors | 34k | $3.4M | 100% | Dec 2025 |
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| Western Wealth Management | 34k | $3.3M | 49% | Dec 2025 |
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| Oakmont Partners | 32k | $3.2M | 25% | Dec 2025 |
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| New Wave Wealth Advisors | 32k | $3.2M | 98% | Dec 2025 |
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| Ieq Capital | 32k | $3.2M | 27% | Dec 2025 |
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| Essex Financial Services | 31k | $3.0M | 5% | Dec 2025 |
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| Caitlin John | 30k | $3.0M | -36% | Dec 2025 |
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| Advisor Resource Council | 29k | $2.9M | 100% | Dec 2025 |
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| Gradient Capital Advisors | 29k | $2.9M | -7% | Dec 2025 |
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| Hutchinson Financial Advisors | 29k | $2.9M | 26% | Sep 2025 |
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| Kohmann Bosshard Financial Services | 28k | $2.8M | 170% | Dec 2025 |
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| Goldman Sachs Group | 28k | $2.8M | -22% | Dec 2025 |
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| Atria Investments | 27k | $2.7M | 686% | Dec 2025 |
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| EP Wealth Advisors | 27k | $2.7M | -23% | Dec 2025 |
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| Brookstone Capital Management | 26k | $2.6M | -48% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 26k | $2.6M | 4% | Dec 2025 |
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| Csenge Advisory Group | 26k | $2.6M | 255% | Dec 2025 |
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| Weaver Capital Management | 25k | $2.5M | 214% | Dec 2025 |
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| Acorn Financial Advisory Services | 24k | $2.4M | -41% | Dec 2025 |
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| Traub Capital Management | 24k | $2.4M | 3% | Dec 2025 |
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| Cary Street Partners Financial | 24k | $2.4M | 856% | Dec 2025 |
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| Sanctuary Advisors | 23k | $2.2M | 1% | Dec 2025 |
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| We Are One Seven | 22k | $2.2M | 18% | Dec 2025 |
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| Victory Financial Group | 22k | $2.2M | -9% | Dec 2025 |
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| Ausdal Financial Partners | 22k | $2.1M | -17% | Dec 2025 |
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| Patten | 21k | $2.1M | 84% | Dec 2025 |
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| Sheets Smith Wealth Management | 21k | $2.1M | 26% | Dec 2025 |
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| Kestra Private Wealth Services | 20k | $2.0M | -1% | Dec 2025 |
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| TFR Capital | 20k | $1.9M | -13% | Dec 2025 |
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| Centaurus Financial | 19k | $1.9M | -2% | Dec 2025 |
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| Ronald Blue Trust | 19k | $1.9M | 1% | Dec 2025 |
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| Capital Advisors | 19k | $1.9M | 0% | Dec 2025 |
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| Retirement Planning Group | 19k | $1.9M | -3% | Dec 2025 |
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| Iams Wealth Management | 19k | $1.9M | -48% | Dec 2025 |
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| Cresset Asset Management | 18k | $1.8M | 0% | Dec 2025 |
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| EverSource Wealth Advisors | 18k | $1.8M | 0% | Dec 2025 |
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| Money Concepts Capital Corp | 18k | $1.7M | 38% | Dec 2025 |
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| One Capital Management | 17k | $1.6M | 0% | Dec 2025 |
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| Pacific Point Advisors | 16k | $1.6M | 5% | Dec 2025 |
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| Values First Advisors | 16k | $1.6M | 12% | Dec 2025 |
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| Bright Futures Wealth Management | 16k | $1.5M | 15% | Dec 2025 |
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| Franklin Resources | 15k | $1.5M | 100% | Dec 2025 |
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| CLS Investments | 15k | $1.5M | -35% | Dec 2025 |
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| Parsons Capital Management | 15k | $1.5M | 1% | Dec 2025 |
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| Collier Financial | 13k | $1.3M | 6% | Dec 2025 |
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| Sykon Capital | 13k | $1.3M | 30% | Dec 2025 |
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| Mariner Wealth Advisors | 13k | $1.3M | -4% | Dec 2025 |
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| Tableaux | 13k | $1.4M | 100% | Dec 2025 |
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| Geneos Wealth Management | 13k | $1.3M | -5% | Dec 2025 |
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| Parallel Advisors | 12k | $1.2M | 8% | Dec 2025 |
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| Prospera Financial Services | 12k | $1.2M | -22% | Dec 2025 |
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| Foundations Investment Advisors | 12k | $1.2M | -31% | Dec 2025 |
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| Barnes Wealth Management Group | 12k | $1.2M | -4% | Dec 2025 |
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| Belpointe Asset Management | 12k | $1.1M | 5% | Dec 2025 |
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| Magnolia Private Wealth | 11k | $1.1M | -41% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 11k | $1.1M | -6% | Dec 2025 |
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| Flow Traders US | 11k | $1.1M | -64% | Dec 2025 |
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| Pekin, Singer Strauss Asset Management | 11k | $1.1M | -8% | Dec 2025 |
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| Parkway Wealth Management Group | 11k | $1.1M | 100% | Dec 2025 |
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| Flagship Harbor Advisors | 11k | $1.0M | -17% | Dec 2025 |
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| Keystone Financial Group | 10k | $1.0M | 5% | Dec 2025 |
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| CoreCap Advisors | 10k | $1.0M | -5% | Dec 2025 |
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| RiverTree Advisors | 9.7k | $959k | -10% | Dec 2025 |
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| Strategic Wealth Partners | 9.1k | $902k | -88% | Sep 2025 |
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| GK Wealth Management | 8.7k | $860k | -15% | Dec 2025 |
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| MCF Advisors | 8.7k | $858k | -24% | Dec 2025 |
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| IFP Advisors | 5.3k | $525k | -73% | Dec 2025 |
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| O'shaughnessy Asset Management | 3.7k | $368k | -65% | Dec 2025 |
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| Citadel Advisors | 2.4k | $242k | -96% | Sep 2025 |
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| Napa Wealth Management | 2.0k | $201k | -97% | Sep 2025 |
|
Who sold out of Spdr Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kovitz Investment Group Partners | Sep 2025 | 513k | $51M |
| Financial Advocates Investment Management | Jun 2025 | 130k | $13M |
| Jane Street | Sep 2025 | 40k | $4.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Sep 2025 | 26k | $2.5M |
| Susquehanna International | Sep 2025 | 21k | $2.1M |
| Synergy Financial Management | Sep 2025 | 16k | $1.6M |
| Mills Wealth Advisors | Sep 2025 | 14k | $1.4M |