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 | $361M | -1% | Jun 2026 |
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| CWM | 2.0M | $201M | -2% | Mar 2026 |
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| Bank of America Corporation | 1.3M | $129M | -2% | Jun 2026 |
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| Miller Investment Management | 1.2M | $122M | -3% | Jun 2026 |
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| Ameriprise Financial | 1.1M | $110M | -22% | Jun 2026 |
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| Sargent Investment Group | 649k | $65M | 18% | Jun 2026 |
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| Advisor Group Holdings | 624k | $62M | 3% | Jun 2026 |
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| Wells Fargo & Company | 603k | $60M | -6% | Jun 2026 |
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| Proficio Capital Partners | 530k | $53M | 83% | Jun 2026 |
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| Morgan Stanley | 470k | $47M | 44% | Mar 2026 |
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| Envestnet Asset Management | 430k | $43M | 2% | Jun 2026 |
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| Integrated Wealth Concepts | 406k | $40M | 90% | Jun 2026 |
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| UBS Group | 363k | $36M | -9% | Jun 2026 |
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| Bell State Bank and Trust | 362k | $36M | -39% | Jun 2026 |
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| Raymond James Financial | 361k | $36M | -19% | Jun 2026 |
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| Marshall Financial Group | 354k | $35M | -2% | Jun 2026 |
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| Commonwealth Equity Services | 346k | $34M | -2% | Jun 2026 |
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| Branch Banking & Trust Company | 337k | $33M | 18% | Jun 2026 |
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| One Day In July | 329k | $33M | 0% | Jun 2026 |
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| Cetera Investment Advisers | 278k | $28M | 4% | Jun 2026 |
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| Ashton Thomas Private Wealth | 262k | $26M | -28% | Jun 2026 |
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| Pecaut & Co. | 260k | $26M | 1% | Jun 2026 |
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| Asset One Wealth Management | 254k | $25M | 7% | Jun 2026 |
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| SoundView Advisors | 246k | $24M | -4% | Jun 2026 |
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| Mml Investors Services | 245k | $24M | -6% | Jun 2026 |
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| Royal Bank of Canada | 240k | $24M | 16% | Jun 2026 |
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| AQR Capital Management | 238k | $24M | -7% | Jun 2026 |
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| Kera Capital Partners | 224k | $22M | -16% | Jun 2026 |
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| AlphaCore Capital | 214k | $21M | -2% | Jun 2026 |
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| HPM Partners | 213k | $21M | -12% | Jun 2026 |
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| Horizon Family Wealth | 210k | $21M | 21% | Jun 2026 |
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| Peak Asset Management | 210k | $21M | 2% | Mar 2026 |
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| HighPoint Advisor | 194k | $19M | 12% | Jun 2026 |
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| CWA Asset Management | 190k | $19M | -4% | Mar 2026 |
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| Goss Wealth Management | 185k | $18M | -41% | Jun 2026 |
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| Rockefeller Capital Management | 181k | $18M | 39% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 169k | $17M | -7% | Jun 2026 |
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| Birchcreek Wealth Management | 163k | $16M | 2% | Jun 2026 |
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| Pacific Sage Partners | 158k | $16M | 3% | Jun 2026 |
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| MOKAN Wealth Management | 146k | $15M | 8% | Jun 2026 |
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| Treasure Coast Financial Planning | 143k | $14M | 1% | Jun 2026 |
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| Colony | 140k | $14M | -24% | Jun 2026 |
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| DBK Financial Counsel | 132k | $13M | -23% | Jun 2026 |
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| Promethium Advisors | 132k | $13M | -7% | Jun 2026 |
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| Delos Wealth Advisors | 127k | $13M | 1% | Jun 2026 |
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| Equitable Holdings | 119k | $12M | -25% | Jun 2026 |
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| Ameritas Advisory Services | 114k | $11M | 40% | Jun 2026 |
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| Partners Capital Investment Group | 113k | $11M | -5% | Jun 2026 |
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| LaSalle St. Investment Advisors | 113k | $11M | 0% | Jun 2026 |
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| Fortis Group Advisors | 110k | $11M | 73% | Jun 2026 |
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| Cambridge Investment Research Advisors | 106k | $11M | 45% | Jun 2026 |
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| Mercer Global Advisors | 104k | $10M | -12% | Jun 2026 |
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| Steward Partners Investment Advisory | 102k | $10M | -30% | Jun 2026 |
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| Anson Capital | 101k | $10M | -4% | Jun 2026 |
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| NDWM | 98k | $9.8M | -12% | Jun 2026 |
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| Stifel Financial | 94k | $9.4M | 6% | Jun 2026 |
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| ValMark Advisers | 86k | $8.6M | 5% | Jun 2026 |
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| HighTower Advisors | 84k | $8.4M | -57% | Jun 2026 |
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| O'rourke & Company | 78k | $7.7M | -12% | Jun 2026 |
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| Quantinno Capital Management | 76k | $7.5M | 15% | Jun 2026 |
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| Farther Finance Advisors | 72k | $7.1M | -7% | Jun 2026 |
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| Private Advisor | 68k | $6.7M | 11% | Jun 2026 |
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| Carr Financial Group Corp | 66k | $6.6M | 29% | Jun 2026 |
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| Quadrant Capital | 66k | $6.5M | -10% | Jun 2026 |
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| Concurrent Investment Advisors | 65k | $6.5M | 4% | Jun 2026 |
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| Procyon Private Wealth Partners | 65k | $6.4M | -12% | Jun 2026 |
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| Calton & Associates | 64k | $6.4M | -23% | Jun 2026 |
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| Samara Investment Management | 62k | $6.1M | -1% | Jun 2026 |
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| Total Clarity Wealth Management | 58k | $5.8M | -40% | Jun 2026 |
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| Castlekeep Investment Advisors | 58k | $5.8M | -53% | Jun 2026 |
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| Csenge Advisory Group | 57k | $5.7M | 6% | Jun 2026 |
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| Choate Investment Advisors | 55k | $5.5M | -18% | Jun 2026 |
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| Janney Montgomery Scott | 54k | $5.3M | -4% | Jun 2026 |
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| Independent Financial Group | 53k | $5.3M | 3% | Jun 2026 |
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| Altiora Financial Group | 53k | $5.2M | -8% | Jun 2026 |
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| Tower Research Capital | 52k | $5.2M | -3% | Jun 2026 |
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| EP Wealth Advisors | 52k | $5.2M | 58% | Jun 2026 |
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| Capstone Wealth Management Group | 48k | $4.8M | 100% | Jun 2026 |
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| Capstone Wealth Management Group | 47k | $4.7M | 4% | Mar 2026 |
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| Advisory Services Network | 47k | $4.7M | -8% | Jun 2026 |
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| Waldron | 47k | $4.6M | -1% | Jun 2026 |
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| Wealthcare Advisory Partners | 45k | $4.5M | 1% | Jun 2026 |
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| Hm Payson & Co | 43k | $4.3M | -2% | Jun 2026 |
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| Hibernia Wealth Partners | 43k | $4.3M | -49% | Jun 2026 |
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| Entrewealth | 43k | $4.2M | -47% | Jun 2026 |
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| Jpmorgan Chase & Co | 41k | $4.1M | 100% | Jun 2026 |
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| Pine Valley Investments Ltd Liability | 41k | $4.1M | -8% | Jun 2026 |
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| Atria Investments | 40k | $4.0M | -3% | Jun 2026 |
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| Carrera Capital Advisors | 39k | $3.9M | -8% | Jun 2026 |
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| Stratos Wealth Partners | 39k | $3.8M | -19% | Jun 2026 |
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| Toroso Investments | 37k | $3.7M | -60% | Jun 2026 |
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| OakTrust Wealth Advisors | 36k | $3.5M | -2% | Jun 2026 |
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| Prosperity Consulting Group | 35k | $3.5M | -22% | Jun 2026 |
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| Essex Financial Services | 34k | $3.4M | 0% | Jun 2026 |
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| Stephens | 34k | $3.4M | -16% | Jun 2026 |
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| Stratos Wealth Advisors | 33k | $3.3M | -1% | Jun 2026 |
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| Western Wealth Management | 33k | $3.3M | -9% | Jun 2026 |
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| Kestra Advisory Services | 33k | $3.3M | -21% | Jun 2026 |
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| Ieq Capital | 32k | $3.2M | 0% | Jun 2026 |
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| Portland Global Advisors | 31k | $3.1M | -22% | Jun 2026 |
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| Advisor Resource Council | 30k | $3.0M | -23% | Jun 2026 |
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| Onyx Bridge Wealth Group | 30k | $3.0M | -1% | Jun 2026 |
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| Guidance Capital | 28k | $2.8M | 12% | Jun 2026 |
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| Sanctuary Advisors | 28k | $2.8M | 5% | Jun 2026 |
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| WealthTrust Asset Management | 28k | $2.8M | -76% | Jun 2026 |
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| Beacon Capital Management | 27k | $2.7M | -21% | Jun 2026 |
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| We Are One Seven | 27k | $2.7M | -18% | Jun 2026 |
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| Hrt Financial | 27k | $2.7M | 100% | Jun 2026 |
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| Oakmont Partners | 26k | $2.6M | -1% | Jun 2026 |
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| Gradient Capital Advisors | 26k | $2.6M | 19% | Jun 2026 |
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| Weaver Capital Management | 25k | $2.5M | 0% | Jun 2026 |
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| Kestra Private Wealth Services | 25k | $2.5M | 22% | Jun 2026 |
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| Traub Capital Management | 25k | $2.5M | 2% | Jun 2026 |
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| Vertex Planning Partners | 25k | $2.4M | 8% | Jun 2026 |
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| Cary Street Partners Financial | 24k | $2.4M | 0% | Jun 2026 |
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| New Wave Wealth Advisors | 24k | $2.4M | -64% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 23k | $2.4M | 33% | Jun 2026 |
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| Hershey Financial Advisers | 23k | $2.3M | -7% | Jun 2026 |
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| CCM Partners | 22k | $2.1M | 0% | Jun 2026 |
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| Susquehanna International | 20k | $2.0M | 29% | Jun 2026 |
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| One Capital Management | 20k | $1.9M | 0% | Jun 2026 |
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| Bright Futures Wealth Management | 19k | $1.9M | 11% | Jun 2026 |
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| Values First Advisors | 19k | $1.9M | 11% | Jun 2026 |
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| Caitlin John | 18k | $1.8M | -54% | Jun 2026 |
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| Ronald Blue Trust | 18k | $1.8M | 7% | Jun 2026 |
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| Capital Advisors | 18k | $1.8M | -4% | Jun 2026 |
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| Victory Financial Group | 18k | $1.8M | -7% | Jun 2026 |
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| TFR Capital | 17k | $1.7M | -8% | Jun 2026 |
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| Mount Yale Investment Advisors | 17k | $1.7M | 15% | Jun 2026 |
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| Wedbush Morgan Securities | 17k | $1.7M | -71% | Jun 2026 |
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| Vestmark Advisory Solutions | 17k | $1.7M | 13% | Jun 2026 |
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| Cresset Asset Management | 16k | $1.6M | -43% | Jun 2026 |
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| Money Concepts Capital Corp | 16k | $1.6M | -1% | Jun 2026 |
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| Parallel Advisors | 16k | $1.6M | 31% | Jun 2026 |
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| Intl Fcstone | 16k | $1.5M | 142% | Jun 2026 |
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| Kohmann Bosshard Financial Services | 15k | $1.5M | -6% | Jun 2026 |
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| Patten | 15k | $1.4M | -30% | Jun 2026 |
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| Parsons Capital Management | 14k | $1.4M | 2% | Jun 2026 |
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| Woodard & Co Asset Management Group | 14k | $1.4M | -14% | Jun 2026 |
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| Carnegie Capital Asset Management | 14k | $1.4M | 100% | Jun 2026 |
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| Prospera Financial Services | 14k | $1.4M | 21% | Jun 2026 |
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| Franklin Resources | 14k | $1.4M | 0% | Jun 2026 |
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| Retirement Planning Group | 14k | $1.4M | -14% | Jun 2026 |
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| Retirement Capital Strategies | 13k | $1.3M | -81% | Jun 2026 |
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| Keystone Financial Group | 13k | $1.3M | 8% | Jun 2026 |
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| Iams Wealth Management | 13k | $1.3M | -31% | Jun 2026 |
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| Citigroup | 13k | $1.3M | 100% | Mar 2026 |
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| Belpointe Asset Management | 13k | $1.3M | 26% | Jun 2026 |
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| Tortuga Wealth Management | 13k | $1.3M | 368% | Jun 2026 |
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| Lynx Investment Advisory | 13k | $1.3M | 57% | Jun 2026 |
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| Beacon Financial | 13k | $1.3M | -15% | Jun 2026 |
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| Austin Wealth Management | 12k | $1.2M | -31% | Jun 2026 |
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| Highline Wealth Partners | 11k | $1.1M | -26% | Jun 2026 |
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| Sheets Smith Wealth Management | 9.4k | $936k | -44% | Jun 2026 |
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| O'shaughnessy Asset Management | 8.5k | $840k | -48% | Jun 2026 |
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| Acorn Financial Advisory Services | 8.1k | $801k | -49% | Jun 2026 |
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| Simplicity Wealth | 7.9k | $782k | -60% | Jun 2026 |
|
| Foundations Investment Advisors | 6.0k | $591k | -91% | Jun 2026 |
|
| EverSource Wealth Advisors | 4.0k | $399k | -73% | Jun 2026 |
|
Who sold out of Spdr Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Mar 2026 | 140k | $14M |
| Independent Advisor Alliance | Mar 2026 | 97k | $9.6M |
| Citadel Advisors | Mar 2026 | 34k | $3.4M |