Who owns SPDR SER TR?
- Ticker: CERY
- CUSIP Number: 78468r440
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 |
|---|---|---|---|---|---|
| State Street Corporation | 5.6M | $160M | -17% | Dec 2025 |
|
| LPL Financial | 1.6M | $57M | 64% | Mar 2026 |
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| Envestnet Asset Management | 1.4M | $49M | 48% | Mar 2026 |
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| Envestnet Portfolio Solutions | 1.2M | $42M | 12% | Mar 2026 |
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| Jane Street | 928k | $33M | 100% | Mar 2026 |
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| Assetmark | 856k | $30M | 34% | Mar 2026 |
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| Cambria Investment Management | 434k | $12M | 1% | Dec 2025 |
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| HPM Partners | 386k | $14M | 100% | Mar 2026 |
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| Park Avenue Securities | 353k | $12M | 5% | Mar 2026 |
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| Toroso Investments | 347k | $12M | 671% | Mar 2026 |
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| Continuum Wealth Advisors | 343k | $12M | 3145% | Mar 2026 |
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| Austin Private Wealth | 295k | $8.4M | -21% | Dec 2025 |
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| Wells Fargo & Company | 230k | $8.1M | 1094% | Mar 2026 |
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| Aspire Private Capital | 203k | $7.1M | 32% | Mar 2026 |
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| Empowered Funds | 188k | $5.4M | 0% | Dec 2025 |
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| Raymond James Financial | 188k | $5.4M | 22% | Dec 2025 |
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| Private Advisory | 178k | $6.3M | 27% | Mar 2026 |
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| Bank of America Corporation | 163k | $5.8M | 100% | Mar 2026 |
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| Landmark Wealth Management | 153k | $5.4M | 40% | Mar 2026 |
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| Leo Wealth | 127k | $4.5M | 4% | Mar 2026 |
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| Cambridge Investment Research Advisors | 124k | $4.4M | 3% | Mar 2026 |
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| Cetera Investment Advisers | 119k | $4.2M | 71% | Mar 2026 |
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| HighTower Advisors | 114k | $4.0M | 77% | Mar 2026 |
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| International Private Wealth Advisors | 110k | $3.9M | 8% | Mar 2026 |
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| Raleigh Capital Management | 110k | $3.9M | 46% | Mar 2026 |
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| Signal Advisors Wealth | 109k | $3.9M | 44% | Mar 2026 |
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| Harbour Investments | 94k | $3.3M | 39% | Mar 2026 |
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| AE Wealth Management | 77k | $2.7M | 39% | Mar 2026 |
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| Sharkey, Howes & Javer | 75k | $2.6M | 11% | Mar 2026 |
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| AlTi Global | 73k | $2.5M | 100% | Mar 2026 |
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| Change Path | 70k | $2.4M | 60% | Mar 2026 |
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| Goldman Sachs Group | 68k | $2.4M | 200% | Mar 2026 |
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| Capital Investment Management | 68k | $2.4M | 0% | Mar 2026 |
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| Valtinson Bruner Financial Planning | 61k | $2.1M | 16% | Mar 2026 |
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| Mml Investors Services | 57k | $2.0M | 72% | Mar 2026 |
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| Axxcess Wealth Management | 47k | $1.6M | 49% | Mar 2026 |
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| Principal Securities | 46k | $1.6M | 218% | Mar 2026 |
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| Simplicity Wealth | 45k | $1.6M | 18% | Mar 2026 |
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| Sanctuary Advisors | 44k | $1.5M | -15% | Mar 2026 |
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| Concurrent Investment Advisors | 43k | $1.5M | -1% | Mar 2026 |
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| Legacy Wealth Partners | 41k | $1.4M | 100% | Mar 2026 |
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| Novus Advisors | 39k | $1.4M | 33% | Mar 2026 |
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| Johnson Investment Counsel | 38k | $1.3M | 100% | Mar 2026 |
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| Belpointe Asset Management | 36k | $1.3M | 3% | Mar 2026 |
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| Global Financial Private Client | 34k | $1.2M | 38% | Mar 2026 |
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| Lockerman Financial Group | 32k | $1.1M | 59% | Mar 2026 |
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| CLS Investments | 30k | $1.1M | 3% | Mar 2026 |
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| RFG Advisory | 29k | $1.0M | -2% | Mar 2026 |
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| Kestra Advisory Services | 28k | $994k | 214% | Mar 2026 |
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| Richardson Financial Services | 28k | $978k | 29% | Mar 2026 |
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| VisionPoint Advisory Group | 27k | $958k | 50% | Mar 2026 |
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| Western Wealth Management | 25k | $865k | 100% | Mar 2026 |
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| Oarsman Capital | 25k | $862k | 0% | Mar 2026 |
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| GeoWealth Management | 22k | $783k | 36% | Mar 2026 |
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| Independent Advisor Alliance | 21k | $754k | 12% | Mar 2026 |
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| Citadel Advisors | 21k | $735k | 100% | Mar 2026 |
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| Advisor Group Holdings | 21k | $590k | -89% | Dec 2025 |
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| Balboa Wealth Partners | 21k | $722k | 41% | Mar 2026 |
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| Fsb Premier Wealth Management | 20k | $696k | -1% | Mar 2026 |
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| Outlook Wealth Advisors | 19k | $681k | 38% | Mar 2026 |
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| Astoria Portfolio Advisors | 17k | $618k | 100% | Mar 2026 |
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| Ascent Group | 17k | $478k | -34% | Dec 2025 |
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| ZEGA Investments | 17k | $584k | -11% | Mar 2026 |
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| Pensionmark Financial Group | 16k | $565k | 35% | Mar 2026 |
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| Goss Wealth Management | 13k | $14k | 100% | Mar 2026 |
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| Betterment | 13k | $378k | -1% | Dec 2025 |
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| Nwam | 12k | $416k | 100% | Mar 2026 |
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| Atria Investments | 11k | $394k | 30% | Mar 2026 |
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| Ethic | 11k | $389k | 100% | Mar 2026 |
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| WealthPoint Financial | 11k | $314k | 0% | Mar 2026 |
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| Creative Financial Designs | 11k | $387k | -13% | Mar 2026 |
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| Iams Wealth Management | 11k | $380k | -5% | Mar 2026 |
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| Arete Wealth Advisors | 11k | $376k | 40% | Mar 2026 |
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| Maridea Wealth Management | 10k | $361k | 32% | Mar 2026 |
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| Absolute Capital Management | 9.4k | $333k | 100% | Mar 2026 |
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| Hibernia Wealth Partners | 8.9k | $314k | 100% | Mar 2026 |
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| Sanchez Gaunt Capital Management | 8.8k | $311k | 100% | Mar 2026 |
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| True Vision MN | 8.0k | $284k | 12% | Mar 2026 |
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| Susquehanna International | 8.0k | $228k | 100% | Dec 2025 |
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| VestGen Advisors | 7.8k | $299k | 100% | Mar 2026 |
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| Gateway Wealth Partners | 7.6k | $269k | 100% | Mar 2026 |
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| Wealth Watch Advisors | 7.4k | $261k | 18% | Mar 2026 |
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| Aegis Wealth Management | 7.1k | $252k | 100% | Mar 2026 |
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| Strategic Investment Advisors / MI | 7.0k | $247k | 100% | Mar 2026 |
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| Walkner Condon Financial Advisors | 6.8k | $240k | 100% | Mar 2026 |
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| Kelly Financial Services | 6.7k | $236k | 100% | Mar 2026 |
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| Sowell Financial Services | 5.9k | $208k | 100% | Mar 2026 |
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| Capital Asset Advisory Services | 5.9k | $208k | 100% | Mar 2026 |
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| USAdvisors Wealth Management | 5.7k | $203k | 100% | Mar 2026 |
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| Richard W. Paul & Associates | 5.4k | $190k | 39% | Mar 2026 |
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| Triumph Capital Management | 5.4k | $189k | 36% | Mar 2026 |
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| Smartleaf Asset Management | 5.3k | $187k | 23% | Mar 2026 |
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| Evolution Wealth Management | 2.0k | $70k | 0% | Mar 2026 |
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| CWM | 1.8k | $51k | 55% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 1.4k | $50k | 0% | Mar 2026 |
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| Farther Finance Advisors | 1.4k | $49k | 22% | Mar 2026 |
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| Steward Partners Investment Advisory | 1.3k | $44k | 100% | Mar 2026 |
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| Private Trust Co Na | 1.2k | $39k | 111% | Mar 2026 |
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| Brown, Lisle/cummings | 885.00 | $31k | 100% | Mar 2026 |
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| Cohalo Advisory | 869.00 | $31k | -4% | Mar 2026 |
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| Covestor | 676.00 | $24k | 200% | Mar 2026 |
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| AdvisorNet Financial | 648.00 | $23k | 0% | Mar 2026 |
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| Nbc Securities | 485.00 | $17k | 100% | Mar 2026 |
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| Global Retirement Partners | 480.00 | $14k | -38% | Dec 2025 |
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| Key Capital Management | 454.00 | $16k | 45300% | Mar 2026 |
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| Quest 10 Wealth Builders | 433.00 | $15k | 11% | Mar 2026 |
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| Aptus Capital Advisors | 428.00 | $15k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 374.00 | $13k | 100% | Mar 2026 |
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| Us Bancorp | 325.00 | $9.3k | 0% | Dec 2025 |
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| Stone House Investment Management | 289.00 | $10k | 46% | Mar 2026 |
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| Cape Investment Advisory | 286.00 | $8.2k | 100% | Dec 2025 |
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| Brian McDonald | 262.00 | $7.5k | -41% | Dec 2025 |
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| Morgan Stanley | 195.00 | $6.9k | -69% | Mar 2026 |
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| Merkkuri Wealth Advisors | 191.00 | $6.7k | 100% | Mar 2026 |
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| O'shaughnessy Asset Management | 178.00 | $6.3k | 40% | Mar 2026 |
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| Lloyd Advisory Services | 144.00 | $5.1k | 100% | Mar 2026 |
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| Kingdom Financial Group | 144.00 | $5.1k | 0% | Mar 2026 |
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| CoreCap Advisors | 130.00 | $4.6k | 69% | Mar 2026 |
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| REAP Financial Group | 116.00 | $4.1k | 0% | Mar 2026 |
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| Capital Analysts | 106.00 | $4.0k | 0% | Mar 2026 |
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| Golden State Equity Partners | 84.00 | $3.0k | 100% | Mar 2026 |
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| Pnc Financial Services | 56.00 | $2.0k | 100% | Mar 2026 |
|
| Caitlin John | 39.00 | $1.4k | -98% | Mar 2026 |
|
| Networth Advisors | 29.00 | $1.0k | 480% | Mar 2026 |
|
| Rossby Financial, LCC | 15.00 | $522.000000 | 0% | Mar 2026 |
|
Who sold out of Spdr Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flagship Harbor Advisors | Dec 2025 | 17k | $492k |
| Hilltop Holdings | Sep 2025 | 8.2k | $235k |
| Brookwood Investment Group | Dec 2025 | 7.6k | $217k |
| Advisory Services Network | Sep 2025 | 454.00 | $13k |
| Safe Harbor Fiduciary | Dec 2025 | 249.00 | $7.1k |
| Royal Bank of Canada | Sep 2025 | 230.00 | $7.0k |
| UBS Group | Dec 2025 | 203.00 | $5.8k |