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 | 2.9M | $286M | 12% | Mar 2025 |
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| CWM | 2.0M | $202M | 22% | Mar 2025 |
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| Bank of America Corporation | 1.5M | $146M | -1% | Dec 2024 |
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| Miller Investment Management | 1.1M | $110M | 0% | Mar 2025 |
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| Renaissance Technologies | 958k | $95M | 18% | Mar 2025 |
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| Ameriprise Financial | 857k | $85M | 53% | Mar 2025 |
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| Proficio Capital Partners | 641k | $64M | 19% | Dec 2024 |
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| Bell State Bank and Trust | 618k | $62M | -1% | Mar 2025 |
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| Sargent Investment Group | 581k | $58M | 5% | Mar 2025 |
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| Advisor Group Holdings | 576k | $57M | -29% | Mar 2025 |
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| Partners Capital Investment Group | 508k | $50M | -37% | Dec 2024 |
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| Ashton Thomas Private Wealth | 493k | $49M | 27% | Mar 2025 |
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| Commonwealth Equity Services | 418k | $42M | 9% | Dec 2024 |
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| Envestnet Asset Management | 401k | $40M | 23% | Mar 2025 |
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| Royal Bank of Canada | 393k | $38M | 30% | Mar 2025 |
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| Pecaut & Co. | 376k | $37M | 3% | Mar 2025 |
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| UBS Group | 372k | $37M | 21% | Mar 2025 |
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| Integrated Wealth Concepts | 364k | $36M | 0% | Dec 2024 |
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| Cetera Investment Advisers | 354k | $35M | 98% | Dec 2024 |
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| Wells Fargo & Company | 274k | $27M | 7% | Mar 2025 |
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| SoundView Advisors | 268k | $27M | 4% | Mar 2025 |
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| CWA Asset Management | 226k | $22M | -1% | Mar 2025 |
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| Peak Asset Management | 196k | $20M | 2% | Mar 2025 |
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| One Day In July | 183k | $18M | 51% | Mar 2025 |
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| Raymond James Financial | 169k | $17M | 18% | Mar 2025 |
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| NDWM | 168k | $17M | 2% | Mar 2025 |
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| Armstrong Advisory Group | 167k | $17M | 0% | Mar 2025 |
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| Branch Banking & Trust Company | 164k | $16M | 56% | Mar 2025 |
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| Retirement Capital Strategies | 160k | $16M | 100% | Dec 2024 |
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| Kovitz Investment Group Partners | 152k | $15M | -19% | Mar 2025 |
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| Mml Investors Services | 140k | $14M | 84% | Dec 2024 |
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| Castlekeep Investment Advisors | 138k | $14M | -16% | Mar 2025 |
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| AQR Capital Management | 133k | $13M | 829% | Mar 2025 |
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| Financial Advocates Investment Management | 131k | $13M | 2% | Mar 2025 |
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| Choate Investment Advisors | 125k | $12M | 36% | Mar 2025 |
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| Delos Wealth Advisors | 121k | $12M | -3% | Dec 2024 |
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| Austin Wealth Management | 121k | $12M | -1% | Mar 2025 |
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| Birchcreek Wealth Management | 120k | $12M | 6% | Mar 2025 |
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| Treasure Coast Financial Planning | 118k | $12M | 5% | Mar 2025 |
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| Horizon Family Wealth | 117k | $12M | 26% | Mar 2025 |
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| WealthTrust Asset Management | 113k | $11M | 325% | Mar 2025 |
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| Goss Wealth Management | 112k | $11M | 18% | Dec 2024 |
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| DBK Financial Counsel | 110k | $11M | 1485% | Mar 2025 |
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| Morgan Stanley | 107k | $11M | 100% | Dec 2024 |
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| Altiora Financial Group | 106k | $11M | 8% | Mar 2025 |
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| Private Advisor | 104k | $10M | 53% | Mar 2025 |
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| MOKAN Wealth Management | 103k | $10M | 5% | Mar 2025 |
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| Equitable Holdings | 103k | $10M | 52% | Dec 2024 |
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| Convergence Financial | 101k | $10M | 100% | Mar 2025 |
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| Entrewealth | 94k | $9.4M | 25% | Mar 2025 |
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| Fortis Group Advisors | 91k | $9.0M | -22% | Mar 2025 |
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| Long Run Wealth Advisors | 90k | $9.0M | 85% | Mar 2025 |
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| Anson Capital | 88k | $8.8M | 0% | Mar 2025 |
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| Strategic Wealth Partners | 82k | $8.2M | -9% | Dec 2024 |
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| HighTower Advisors | 82k | $8.1M | -3% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 79k | $7.9M | 20% | Dec 2024 |
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| Beacon Capital Management | 79k | $7.9M | -20% | Mar 2025 |
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| Janney Montgomery Scott | 74k | $7.4M | -9% | Mar 2025 |
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| ValMark Advisers | 73k | $7.3M | 133% | Mar 2025 |
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| Waldron | 73k | $7.2M | -14% | Mar 2025 |
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| Rockefeller Capital Management | 67k | $6.7M | 33% | Dec 2024 |
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| Citadel Advisors | 66k | $6.5M | 100% | Mar 2025 |
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| Total Clarity Wealth Management | 66k | $6.5M | 0% | Mar 2025 |
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| Money Concepts Capital Corp | 65k | $6.5M | 580% | Mar 2025 |
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| AlphaCore Capital | 65k | $6.4M | 100% | Mar 2025 |
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| HPM Partners | 65k | $6.4M | 9% | Mar 2025 |
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| Hershey Financial Advisers | 62k | $6.2M | 100% | Dec 2024 |
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| Running Point Capital Advisors | 61k | $6.1M | -8% | Dec 2024 |
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| Stephens | 61k | $6.1M | -45% | Mar 2025 |
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| Quadrant Capital | 58k | $5.7M | 5% | Dec 2024 |
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| EP Wealth Advisors | 57k | $5.7M | -6% | Mar 2025 |
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| Hm Payson & Co | 57k | $5.6M | -1% | Mar 2025 |
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| Portland Global Advisors | 55k | $5.5M | -13% | Mar 2025 |
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| New Wave Wealth Advisors | 51k | $5.1M | 275% | Mar 2025 |
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| CoreCap Advisors | 51k | $5.0M | 88% | Mar 2025 |
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| Ameritas Advisory Services | 50k | $5.0M | 11% | Mar 2025 |
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| Cambridge Investment Research Advisors | 49k | $4.9M | 110% | Mar 2025 |
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| Promethium Advisors | 48k | $4.7M | 49% | Mar 2025 |
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| Baird Financial | 47k | $4.7M | -9% | Dec 2024 |
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| Studio Investment Management | 46k | $4.6M | 2% | Dec 2024 |
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| Wealthcare Advisory Partners | 44k | $4.4M | 2% | Mar 2025 |
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| GAMMA Investing | 44k | $4.3M | 18% | Mar 2025 |
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| Onyx Bridge Wealth Group | 43k | $4.3M | 7% | Mar 2025 |
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| Concurrent Investment Advisors | 43k | $4.3M | 117% | Mar 2025 |
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| Magnolia Private Wealth | 43k | $4.3M | 100% | Mar 2025 |
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| Stratos Wealth Partners | 43k | $4.3M | -59% | Mar 2025 |
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| Acorn Financial Advisory Services | 42k | $4.1M | 42% | Mar 2025 |
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| Transcendent Capital Group | 42k | $4.1M | 627% | Mar 2025 |
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| Carrera Capital Advisors | 41k | $4.1M | -36% | Mar 2025 |
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| Capstone Wealth Management Group | 40k | $4.0M | 14% | Mar 2025 |
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| Jane Street | 39k | $3.9M | 100% | Mar 2025 |
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| Caitlin John | 38k | $3.8M | 95% | Mar 2025 |
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| Hibernia Wealth Partners | 38k | $3.8M | 96% | Mar 2025 |
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| Orion Portfolio Solutions | 37k | $3.6M | 40% | Dec 2024 |
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| Auour Investments | 36k | $3.6M | -4% | Mar 2025 |
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| Advisor Resource Council | 36k | $2.7M | 100% | Mar 2025 |
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| Apex Investment Services | 36k | $3.5M | 67% | Mar 2025 |
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| KPP Advisory Services | 35k | $3.5M | -3% | Mar 2025 |
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| Jpmorgan Chase & Co | 35k | $3.5M | 103% | Mar 2025 |
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| Townsquare Capital | 33k | $3.3M | -2% | Mar 2025 |
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| Pacific Sage Partners | 32k | $3.2M | 1494% | Mar 2025 |
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| Kestra Advisory Services | 32k | $3.1M | -64% | Dec 2024 |
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| Wedbush Morgan Securities | 31k | $3.1M | 3% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 31k | $3.1M | 1% | Mar 2025 |
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| Iams Wealth Management | 31k | $3.0M | -7% | Mar 2025 |
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| Private Portfolio Partners | 30k | $3.0M | -32% | Dec 2024 |
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| Carr Financial Group Corp | 27k | $2.6M | 4% | Mar 2025 |
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| Farther Finance Advisors | 26k | $2.6M | 249% | Mar 2025 |
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| Western Wealth Management | 26k | $2.6M | 12% | Mar 2025 |
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| Centaurus Financial | 26k | $2.5M | -10% | Dec 2024 |
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| TFR Capital | 25k | $2.5M | -9% | Mar 2025 |
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| Ronald Blue Trust | 24k | $2.3M | 42% | Mar 2025 |
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| Stifel Financial | 23k | $2.3M | 30% | Dec 2024 |
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| May Louie | 23k | $2.3M | 100% | Mar 2025 |
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| Mariner Wealth Advisors | 23k | $2.3M | 54% | Mar 2025 |
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| We Are One Seven | 22k | $2.2M | 79% | Mar 2025 |
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| Stratos Wealth Advisors | 21k | $2.1M | 42% | Mar 2025 |
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| EverSource Wealth Advisors | 21k | $2.1M | 100% | Mar 2025 |
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| Pine Valley Investments Ltd Liability | 21k | $2.0M | 21% | Dec 2024 |
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| Goldman Sachs Group | 21k | $2.0M | -45% | Mar 2025 |
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| Victory Financial Group | 20k | $2.0M | 37% | Mar 2025 |
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| Capital Advisors | 20k | $1.9M | -2% | Mar 2025 |
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| Essex Financial Services | 19k | $1.9M | 24% | Mar 2025 |
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| Acas | 19k | $1.8M | -4% | Mar 2025 |
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| Coldstream Capital Management | 19k | $1.8M | -53% | Mar 2025 |
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| IFP Advisors | 18k | $1.8M | -41% | Mar 2025 |
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| Sheets Smith Wealth Management | 18k | $1.8M | 6% | Mar 2025 |
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| Colony | 18k | $1.8M | -2% | Mar 2025 |
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| Parsons Capital Management | 17k | $1.7M | 3% | Mar 2025 |
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| Priebe Wealth Holdings | 17k | $1.7M | -19% | Mar 2025 |
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| Schwab Charitable Fund | 16k | $1.6M | -35% | Mar 2025 |
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| Prospera Financial Services | 16k | $1.5M | 16% | Dec 2024 |
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| Kestra Private Wealth Services | 15k | $1.5M | 15% | Mar 2025 |
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| WJ Wealth Management | 15k | $1.5M | 80% | Mar 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 15k | $1.5M | 8% | Mar 2025 |
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| Values First Advisors | 15k | $1.5M | 3% | Mar 2025 |
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| Gradient Capital Advisors | 15k | $1.5M | -19% | Mar 2025 |
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| MCF Advisors | 14k | $1.4M | -12% | Dec 2024 |
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| Oakmont Partners | 14k | $1.3M | 4% | Mar 2025 |
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| H D Vest Advisory Services | 13k | $1.3M | -13% | Dec 2024 |
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| Barnes Wealth Management Group | 13k | $1.3M | -13% | Mar 2025 |
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| Private Trust Co Na | 13k | $1.3M | 12% | Mar 2025 |
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| Collier Financial | 12k | $1.2M | 5% | Mar 2025 |
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| Hrt Financial | 12k | $1.2M | 100% | Dec 2024 |
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| Good Life Advisors | 12k | $1.2M | 36% | Mar 2025 |
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| Ausdal Financial Partners | 12k | $1.2M | 74% | Dec 2024 |
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| Atria Wealth Solutions | 12k | $1.2M | 39% | Mar 2025 |
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| Keystone Financial Group | 11k | $1.1M | 5% | Dec 2024 |
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| Wiley Bros.-aintree Capital | 11k | $1.1M | 100% | Dec 2024 |
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| GK Wealth Management | 11k | $1.1M | -4% | Mar 2025 |
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| Alesco Advisors | 10k | $1.0M | -29% | Mar 2025 |
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| Woodard & Co Asset Management Group | 5.2k | $516k | -83% | Mar 2025 |
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| Atria Investments | 4.9k | $482k | -88% | Dec 2024 |
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| Legacy CG | 3.7k | $365k | -78% | Mar 2025 |
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| Napa Wealth Management | 3.6k | $361k | -87% | Mar 2025 |
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| Courier Capital Corp | 2.7k | $271k | -90% | Mar 2025 |
|
| D. J. St. Germain | 1.6k | $158k | -97% | Mar 2025 |
|
Who sold out of Spdr Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Independent Advisor Alliance | Dec 2024 | 83k | $8.2M |
| Flow Traders US | Sep 2024 | 59k | $5.9M |
| Vectors Research Management | Dec 2024 | 28k | $2.7M |
| Susquehanna International | Sep 2024 | 27k | $2.7M |
| National Wealth Management Group | Dec 2024 | 15k | $1.5M |