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 | 3.7M | $366M | 2% | Mar 2026 |
|
| CWM | 2.1M | $204M | -4% | Dec 2025 |
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| Ameriprise Financial | 1.4M | $141M | 37% | Mar 2026 |
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| Bank of America Corporation | 1.3M | $132M | 100% | Mar 2026 |
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| Miller Investment Management | 1.3M | $125M | 25% | Mar 2026 |
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| Wells Fargo & Company | 639k | $64M | 0% | Mar 2026 |
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| Advisor Group Holdings | 610k | $61M | 14% | Dec 2025 |
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| Bell State Bank and Trust | 598k | $60M | 9% | Mar 2026 |
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| Sargent Investment Group | 550k | $55M | -1% | Mar 2026 |
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| Morgan Stanley | 470k | $47M | 44% | Mar 2026 |
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| Raymond James Financial | 442k | $44M | 80% | Dec 2025 |
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| Envestnet Asset Management | 421k | $42M | 1% | Mar 2026 |
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| UBS Group | 397k | $40M | -9% | Mar 2026 |
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| Ashton Thomas Private Wealth | 365k | $36M | -6% | Mar 2026 |
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| Marshall Financial Group | 361k | $36M | 100% | Mar 2026 |
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| Commonwealth Equity Services | 354k | $35M | -33% | Mar 2026 |
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| One Day In July | 328k | $33M | 1% | Mar 2026 |
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| Colony | 313k | $31M | 1344% | Dec 2025 |
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| Goss Wealth Management | 312k | $31M | 237% | Mar 2026 |
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| Proficio Capital Partners | 289k | $29M | 166% | Mar 2026 |
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| Branch Banking & Trust Company | 285k | $28M | 5% | Mar 2026 |
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| Cetera Investment Advisers | 268k | $27M | -12% | Mar 2026 |
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| Kera Capital Partners | 265k | $26M | 170% | Mar 2026 |
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| Mml Investors Services | 259k | $26M | -5% | Mar 2026 |
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| SoundView Advisors | 257k | $26M | -7% | Mar 2026 |
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| Pecaut & Co. | 256k | $26M | -45% | Mar 2026 |
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| AQR Capital Management | 256k | $26M | -21% | Mar 2026 |
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| HPM Partners | 242k | $24M | 116% | Mar 2026 |
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| Asset One Wealth Management | 238k | $24M | 100% | Mar 2026 |
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| AlphaCore Capital | 218k | $22M | 16% | Mar 2026 |
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| Integrated Wealth Concepts | 213k | $21M | 34% | Mar 2026 |
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| Peak Asset Management | 207k | $21M | 0% | Dec 2025 |
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| Royal Bank of Canada | 206k | $21M | -58% | Mar 2026 |
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| HighTower Advisors | 196k | $20M | 11% | Mar 2026 |
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| CWA Asset Management | 190k | $19M | -4% | Mar 2026 |
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| Running Point Capital Advisors | 188k | $19M | -14% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 181k | $18M | 31% | Mar 2026 |
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| Horizon Family Wealth | 175k | $17M | 20% | Mar 2026 |
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| DBK Financial Counsel | 172k | $17M | 13% | Mar 2026 |
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| Birchcreek Wealth Management | 160k | $16M | 1% | Mar 2026 |
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| Equitable Holdings | 159k | $16M | 13% | Mar 2026 |
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| Pacific Sage Partners | 154k | $15M | 15% | Mar 2026 |
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| Steward Partners Investment Advisory | 147k | $15M | 132% | Mar 2026 |
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| Promethium Advisors | 142k | $14M | 0% | Mar 2026 |
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| Treasure Coast Financial Planning | 141k | $14M | 10% | Mar 2026 |
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| Goldman Sachs Group | 140k | $14M | 397% | Mar 2026 |
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| MOKAN Wealth Management | 135k | $14M | 4% | Mar 2026 |
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| Rockefeller Capital Management | 131k | $13M | -16% | Mar 2026 |
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| Delos Wealth Advisors | 126k | $13M | 5% | Mar 2026 |
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| Castlekeep Investment Advisors | 124k | $12M | 1% | Mar 2026 |
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| Partners Capital Investment Group | 119k | $12M | 1% | Mar 2026 |
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| Mercer Global Advisors | 118k | $12M | 185% | Mar 2026 |
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| WealthTrust Asset Management | 115k | $12M | 172% | Mar 2026 |
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| LaSalle St. Investment Advisors | 114k | $11M | 100% | Mar 2026 |
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| NDWM | 112k | $11M | -20% | Mar 2026 |
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| Anson Capital | 106k | $11M | 8% | Mar 2026 |
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| Long Run Wealth Advisors | 105k | $10M | -11% | Dec 2025 |
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| Independent Advisor Alliance | 97k | $9.6M | 100% | Mar 2026 |
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| Total Clarity Wealth Management | 97k | $9.6M | 50% | Mar 2026 |
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| Toroso Investments | 93k | $9.2M | 96% | Mar 2026 |
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| Stifel Financial | 89k | $8.9M | 4% | Mar 2026 |
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| Hibernia Wealth Partners | 85k | $8.4M | 4% | Mar 2026 |
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| Calton & Associates | 83k | $8.2M | -8% | Mar 2026 |
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| ValMark Advisers | 82k | $8.2M | 4% | Mar 2026 |
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| Ameritas Advisory Services | 81k | $8.1M | 30% | Mar 2026 |
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| Entrewealth | 81k | $8.0M | -7% | Mar 2026 |
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| O'rourke & Company | 77k | $7.7M | 91% | Dec 2025 |
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| Farther Finance Advisors | 77k | $7.6M | -1% | Mar 2026 |
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| Procyon Private Wealth Partners | 74k | $7.4M | -4% | Mar 2026 |
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| Cambridge Investment Research Advisors | 73k | $7.3M | 18% | Mar 2026 |
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| Quadrant Capital | 73k | $7.2M | 22% | Mar 2026 |
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| Choate Investment Advisors | 67k | $6.7M | -14% | Mar 2026 |
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| Quantinno Capital Management | 66k | $6.5M | 1889% | Mar 2026 |
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| New Wave Wealth Advisors | 66k | $6.5M | 105% | Mar 2026 |
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| Foundations Investment Advisors | 63k | $6.3M | 414% | Mar 2026 |
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| Fortis Group Advisors | 63k | $6.3M | -5% | Mar 2026 |
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| Retirement Capital Strategies | 63k | $6.3M | 10% | Dec 2025 |
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| Concurrent Investment Advisors | 63k | $6.2M | 15% | Mar 2026 |
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| Samara Investment Management | 62k | $6.2M | 100% | Mar 2026 |
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| Private Advisor | 61k | $6.1M | -21% | Mar 2026 |
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| Wedbush Morgan Securities | 59k | $5.9M | 1% | Mar 2026 |
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| Altiora Financial Group | 57k | $5.6M | -9% | Mar 2026 |
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| Advisory Services Network | 56k | $5.6M | 19% | Dec 2025 |
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| Janney Montgomery Scott | 56k | $5.6M | 2% | Mar 2026 |
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| Csenge Advisory Group | 54k | $5.4M | 110% | Mar 2026 |
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| Independent Financial Group | 52k | $5.1M | -6% | Mar 2026 |
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| Carr Financial Group Corp | 51k | $5.1M | 1% | Mar 2026 |
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| Stratos Wealth Partners | 48k | $4.7M | 5% | Mar 2026 |
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| Capstone Wealth Management Group | 47k | $4.7M | 4% | Mar 2026 |
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| Waldron | 47k | $4.7M | 3% | Mar 2026 |
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| Prosperity Consulting Group | 45k | $4.4M | -19% | Mar 2026 |
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| Wealthcare Advisory Partners | 45k | $4.4M | -1% | Mar 2026 |
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| Hm Payson & Co | 44k | $4.4M | 0% | Mar 2026 |
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| Pine Valley Investments Ltd Liability | 43k | $4.3M | 37% | Dec 2025 |
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| Baird Financial | 43k | $4.2M | 0% | Dec 2025 |
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| Carrera Capital Advisors | 42k | $4.2M | -2% | Mar 2026 |
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| Kestra Advisory Services | 42k | $4.1M | -24% | Mar 2026 |
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| Atria Investments | 42k | $4.1M | 55% | Mar 2026 |
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| Portland Global Advisors | 40k | $4.0M | -19% | Mar 2026 |
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| Stephens | 40k | $4.0M | -35% | Mar 2026 |
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| Advisor Resource Council | 40k | $3.9M | 36% | Mar 2026 |
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| Caitlin John | 39k | $3.9M | 30% | Mar 2026 |
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| OakTrust Wealth Advisors | 36k | $3.6M | 7% | Mar 2026 |
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| Western Wealth Management | 36k | $3.6M | 8% | Mar 2026 |
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| Beacon Capital Management | 35k | $3.4M | -17% | Mar 2026 |
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| Citadel Advisors | 34k | $3.4M | 100% | Mar 2026 |
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| Stratos Wealth Advisors | 34k | $3.3M | -13% | Mar 2026 |
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| Essex Financial Services | 34k | $3.3M | 10% | Mar 2026 |
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| EP Wealth Advisors | 33k | $3.3M | 23% | Mar 2026 |
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| Ieq Capital | 32k | $3.2M | 27% | Dec 2025 |
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| Onyx Bridge Wealth Group | 30k | $3.0M | -27% | Mar 2026 |
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| Cresset Asset Management | 28k | $2.8M | 55% | Mar 2026 |
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| Sanctuary Advisors | 27k | $2.7M | 19% | Mar 2026 |
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| Oakmont Partners | 27k | $2.7M | -17% | Mar 2026 |
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| Guidance Capital | 25k | $2.5M | 391% | Mar 2026 |
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| Weaver Capital Management | 25k | $2.5M | 0% | Mar 2026 |
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| Hershey Financial Advisers | 25k | $2.4M | -29% | Mar 2026 |
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| Traub Capital Management | 25k | $2.4M | 2% | Mar 2026 |
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| Cary Street Partners Financial | 24k | $2.4M | 0% | Mar 2026 |
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| Gradient Capital Advisors | 22k | $2.2M | -23% | Mar 2026 |
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| We Are One Seven | 22k | $2.2M | 18% | Dec 2025 |
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| CCM Partners | 22k | $2.1M | 100% | Mar 2026 |
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| Kestra Private Wealth Services | 21k | $2.1M | 3% | Mar 2026 |
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| Patten | 21k | $2.1M | -4% | Mar 2026 |
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| Simplicity Wealth | 20k | $1.9M | 164% | Mar 2026 |
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| One Capital Management | 20k | $1.9M | 18% | Mar 2026 |
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| Iams Wealth Management | 19k | $1.9M | 3% | Mar 2026 |
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| Victory Financial Group | 19k | $1.9M | -14% | Mar 2026 |
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| TFR Capital | 19k | $1.9M | -4% | Mar 2026 |
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| Capital Advisors | 19k | $1.8M | -3% | Mar 2026 |
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| Austin Wealth Management | 17k | $1.7M | -84% | Mar 2026 |
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| Bright Futures Wealth Management | 17k | $1.7M | 9% | Mar 2026 |
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| Ronald Blue Trust | 17k | $1.7M | -12% | Mar 2026 |
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| Values First Advisors | 17k | $1.7M | 7% | Mar 2026 |
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| Sheets Smith Wealth Management | 17k | $1.7M | -19% | Mar 2026 |
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| Woodard & Co Asset Management Group | 17k | $1.7M | 405% | Mar 2026 |
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| Kohmann Bosshard Financial Services | 16k | $1.6M | -42% | Mar 2026 |
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| O'shaughnessy Asset Management | 16k | $1.6M | 337% | Mar 2026 |
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| Money Concepts Capital Corp | 16k | $1.6M | -8% | Mar 2026 |
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| Retirement Planning Group | 16k | $1.6M | -15% | Mar 2026 |
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| Acorn Financial Advisory Services | 16k | $1.6M | -34% | Mar 2026 |
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| Highline Wealth Partners | 15k | $1.5M | 1663% | Mar 2026 |
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| Beacon Financial | 15k | $1.5M | 7% | Mar 2026 |
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| EverSource Wealth Advisors | 15k | $1.5M | -16% | Mar 2026 |
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| Mount Yale Investment Advisors | 15k | $1.5M | 100% | Mar 2026 |
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| Vestmark Advisory Solutions | 15k | $1.5M | 100% | Mar 2026 |
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| Parsons Capital Management | 14k | $1.4M | -4% | Mar 2026 |
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| Franklin Resources | 14k | $1.4M | -7% | Mar 2026 |
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| Citigroup | 13k | $1.3M | 100% | Mar 2026 |
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| Geneos Wealth Management | 13k | $1.3M | -1% | Mar 2026 |
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| Sykon Capital | 12k | $1.2M | -6% | Mar 2026 |
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| Pacific Point Advisors | 10k | $997k | -38% | Mar 2026 |
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| Collier Financial | 9.9k | $988k | -24% | Mar 2026 |
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| Centaurus Financial | 9.8k | $974k | -49% | Mar 2026 |
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| Tableaux | 8.9k | $886k | -31% | Mar 2026 |
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| Ausdal Financial Partners | 8.4k | $839k | -61% | Mar 2026 |
|
| Mariner Wealth Advisors | 7.9k | $787k | -39% | Mar 2026 |
|
Who sold out of Spdr Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 51k | $7.8M |
| Brookstone Capital Management | Dec 2025 | 26k | $2.6M |
| Wealth Enhancement Advisory Services | Dec 2025 | 26k | $2.6M |
| Susquehanna International | Sep 2025 | 21k | $2.1M |
| CLS Investments | Dec 2025 | 15k | $1.5M |