Who owns SPDR SER TR?

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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
State Street Corporation 5.6M $160M -17% Dec 2025
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Envestnet Portfolio Solutions 1.2M $34M 46% Sep 2025
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LPL Financial 985k $28M -33% Dec 2025
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Envestnet Asset Management 937k $27M -21% Dec 2025
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Assetmark 636k $18M -32% Dec 2025
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Cambria Investment Management 434k $12M 1% Dec 2025
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Park Avenue Securities 336k $9.6M -3% Dec 2025
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Austin Private Wealth 295k $8.4M -21% Dec 2025
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Empowered Funds 188k $5.4M 0% Dec 2025
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Landmark Wealth Management 175k $5.0M 101% Sep 2025
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Raymond James Financial 154k $4.4M -21% Sep 2025
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Aspire Private Capital 153k $4.4M 15% Dec 2025
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Private Advisory 140k $4.0M 12% Dec 2025
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Leo Wealth 122k $3.5M -12% Dec 2025
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Cambridge Investment Research Advisors 120k $3.4M 5% Dec 2025
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Raleigh Capital Management 116k $3.3M 101% Sep 2025
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International Private Wealth Advisors 102k $2.9M -6% Dec 2025
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Signal Advisors Wealth 76k $2.2M -32% Dec 2025
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Cetera Investment Advisers 70k $2.0M -27% Dec 2025
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Harbour Investments 68k $1.9M -18% Dec 2025
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Sharkey, Howes & Javer 68k $1.9M -33% Dec 2025
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HighTower Advisors 64k $1.8M -36% Dec 2025
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AE Wealth Management 55k $1.6M -19% Dec 2025
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Valtinson Bruner Financial Planning 53k $1.5M 7% Dec 2025
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Sanctuary Advisors 51k $1.5M -3% Dec 2025
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Toroso Investments 45k $1.3M 100% Dec 2025
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Change Path 43k $1.2M -28% Dec 2025
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Concurrent Investment Advisors 43k $1.2M 100% Dec 2025
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Simplicity Wealth 38k $1.1M 17% Dec 2025
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Belpointe Asset Management 35k $987k 349% Dec 2025
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Mml Investors Services 33k $938k 21% Dec 2025
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Axxcess Wealth Management 31k $888k -50% Dec 2025
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RFG Advisory 30k $853k -1% Dec 2025
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CLS Investments 30k $847k 8% Dec 2025
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Novus Advisors 30k $846k -37% Dec 2025
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Ascent Group 26k $732k 65% Sep 2025
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Global Financial Private Client 25k $706k -18% Dec 2025
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Oarsman Capital 25k $699k 38% Dec 2025
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Goldman Sachs Group 23k $646k 100% Dec 2025
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Richardson Financial Services 22k $613k -28% Dec 2025
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Advisor Group Holdings 21k $590k -89% Dec 2025
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Fsb Premier Wealth Management 20k $570k 1% Dec 2025
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Lockerman Financial Group 20k $569k -33% Dec 2025
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Wells Fargo & Company 19k $550k 3578% Dec 2025
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Independent Advisor Alliance 19k $548k 29% Dec 2025
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ZEGA Investments 19k $533k -10% Dec 2025
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VisionPoint Advisory Group 18k $519k -28% Dec 2025
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Flagship Harbor Advisors 17k $492k 100% Dec 2025
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GeoWealth Management 16k $467k -28% Dec 2025
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Smartleaf Asset Management 15k $435k -64% Sep 2025
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Balboa Wealth Partners 15k $416k -41% Dec 2025
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Outlook Wealth Advisors 14k $400k -41% Dec 2025
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Betterment 13k $378k -1% Dec 2025
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Creative Financial Designs 13k $362k 1% Dec 2025
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Pensionmark Financial Group 12k $55k 100% Dec 2025
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Iams Wealth Management 11k $325k -41% Dec 2025
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WealthPoint Financial 11k $314k 100% Dec 2025
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Continuum Wealth Advisors 11k $302k 100% Dec 2025
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VestGen Advisors 10k $286k 3% Sep 2025
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Kestra Advisory Services 9.0k $257k 18% Dec 2025
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Principal Securities 8.7k $250k 96% Sep 2025
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Atria Investments 8.6k $245k 7% Dec 2025
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Susquehanna International 8.0k $228k 100% Dec 2025
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Maridea Wealth Management 7.7k $221k 2% Dec 2025
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Arete Wealth Advisors 7.7k $218k -4% Dec 2025
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Brookwood Investment Group 7.6k $217k 100% Dec 2025
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Richard W. Paul & Associates 7.3k $209k 101% Sep 2025
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True Vision MN 7.2k $206k 2% Dec 2025
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Triumph Capital Management 3.9k $113k 100% Dec 2025
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Evolution Wealth Management 2.0k $57k 159% Dec 2025
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CWM 1.8k $51k 55% Dec 2025
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Caitlin John 1.6k $47k -8% Dec 2025
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Northwestern Mutual Wealth Management Company 1.4k $40k 282% Dec 2025
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Farther Finance Advisors 1.1k $33k -58% Dec 2025
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Cohalo Advisory 903.00 $26k -2% Dec 2025
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AdvisorNet Financial 648.00 $19k 0% Dec 2025
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Private Trust Co Na 589.00 $17k -30% Dec 2025
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Global Retirement Partners 480.00 $14k -38% Dec 2025
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Aptus Capital Advisors 428.00 $12k -84% Dec 2025
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Quest 10 Wealth Builders 390.00 $11k 70% Dec 2025
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Us Bancorp 325.00 $9.3k 0% Dec 2025
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Brian McDonald 262.00 $7.5k -41% Dec 2025
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Royal Bank of Canada 230.00 $7.0k -99% Sep 2025
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Covestor 225.00 $6.0k -3% Dec 2025
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UBS Group 203.00 $5.8k -28% Dec 2025
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Stone House Investment Management 198.00 $5.7k 5% Dec 2025
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Kingdom Financial Group 144.00 $4.1k 100% Dec 2025
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O'shaughnessy Asset Management 127.00 $3.6k 0% Dec 2025
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REAP Financial Group 116.00 $3.3k 0% Dec 2025
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Capital Analysts 106.00 $3.0k 0% Dec 2025
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CoreCap Advisors 77.00 $2.2k 353% Dec 2025
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Rossby Financial, LCC 9.00 $258.000300 0% Sep 2025
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Networth Advisors 5.00 $143.000000 100% Dec 2025
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Key Capital Management 1.00 $29.000000 100% Dec 2025
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Who sold out of Spdr Ser Tr?

Fund or Company Name Date Sold Shares Held Valued At
Private Advisor Sep 2025 16k $446k
Flow Traders US Sep 2025 11k $324k
Gts Securities Jun 2025 11k $303k
Kelly Financial Services Sep 2025 8.7k $249k
Absolute Capital Management Sep 2025 8.3k $238k
Hilltop Holdings Sep 2025 8.2k $235k
Capital Asset Advisory Services Sep 2025 8.1k $233k
Walkner Condon Financial Advisors Sep 2025 7.0k $200k
Steward Partners Investment Advisory Sep 2025 1.2k $34k
Advisory Services Network Sep 2025 454.00 $13k
EverSource Wealth Advisors Sep 2025 49.00 $1.4k