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 | 5.7M | $201M | 2% | Mar 2026 |
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| LPL Financial | 1.7M | $58M | 7% | Jun 2026 |
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| Envestnet Asset Management | 1.5M | $51M | 9% | Jun 2026 |
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| Envestnet Portfolio Solutions | 1.3M | $45M | 13% | Jun 2026 |
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| Assetmark | 849k | $28M | -1% | Jun 2026 |
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| Cambria Investment Management | 470k | $16M | 3% | Jun 2026 |
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| Private Advisory | 437k | $15M | 145% | Jun 2026 |
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| Continuum Wealth Advisors | 407k | $14M | 19% | Jun 2026 |
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| HPM Partners | 402k | $13M | 4% | Jun 2026 |
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| Park Avenue Securities | 356k | $12M | 1% | Jun 2026 |
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| Raymond James Financial | 336k | $11M | 61% | Jun 2026 |
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| Wells Fargo & Company | 240k | $8.0M | 4% | Jun 2026 |
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| Empowered Funds | 210k | $7.0M | 2% | Jun 2026 |
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| Aspire Private Capital | 209k | $7.0M | 3% | Jun 2026 |
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| AlTi Global | 204k | $6.8M | 182% | Jun 2026 |
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| Landmark Wealth Management | 166k | $5.5M | 9% | Jun 2026 |
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| New York Life Investment Management | 161k | $5.4M | 100% | Jun 2026 |
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| Bank of America Corporation | 144k | $4.8M | -12% | Jun 2026 |
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| Signal Advisors Wealth | 131k | $4.4M | 19% | Jun 2026 |
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| Leo Wealth | 127k | $4.5M | 4% | Mar 2026 |
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| Cambridge Investment Research Advisors | 127k | $4.2M | 2% | Jun 2026 |
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| Cetera Investment Advisers | 123k | $4.1M | 3% | Jun 2026 |
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| HighTower Advisors | 117k | $3.9M | 3% | Jun 2026 |
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| Raleigh Capital Management | 117k | $3.9M | 6% | Jun 2026 |
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| International Private Wealth Advisors | 109k | $3.7M | -1% | Jun 2026 |
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| Harbour Investments | 106k | $3.6M | 13% | Jun 2026 |
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| Principal Securities | 100k | $3.4M | 117% | Jun 2026 |
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| AE Wealth Management | 86k | $2.9M | 12% | Jun 2026 |
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| Mml Investors Services | 83k | $2.8M | 46% | Jun 2026 |
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| Capital Investment Management | 68k | $2.3M | 0% | Jun 2026 |
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| Valtinson Bruner Financial Planning | 66k | $2.2M | 8% | Jun 2026 |
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| Toroso Investments | 56k | $1.9M | -84% | Jun 2026 |
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| Midwest Financial Network | 55k | $1.8M | 63% | Jun 2026 |
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| Concurrent Investment Advisors | 48k | $1.6M | 11% | Jun 2026 |
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| Belpointe Asset Management | 47k | $1.6M | 33% | Jun 2026 |
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| SMART Wealth | 47k | $1.6M | 100% | Jun 2026 |
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| Simplicity Wealth | 47k | $1.6M | 3% | Jun 2026 |
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| Legacy Wealth Partners | 46k | $1.5M | 11% | Jun 2026 |
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| Change Path | 42k | $1.4M | -39% | Jun 2026 |
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| Sanctuary Advisors | 40k | $1.4M | -8% | Jun 2026 |
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| Novus Advisors | 40k | $1.3M | 2% | Jun 2026 |
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| HighPoint Advisor | 40k | $1.3M | 19% | Jun 2026 |
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| Johnson Investment Counsel | 38k | $1.3M | 0% | Jun 2026 |
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| Global Financial Private Client | 36k | $1.2M | 5% | Jun 2026 |
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| Lockerman Financial Group | 35k | $1.2M | 12% | Jun 2026 |
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| Sharkey, Howes & Javer | 35k | $1.2M | -53% | Jun 2026 |
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| Axxcess Wealth Management | 35k | $1.2M | -26% | Jun 2026 |
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| CLS Investments | 33k | $1.1M | 7% | Jun 2026 |
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| RFG Advisory | 29k | $970k | -1% | Jun 2026 |
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| VisionPoint Advisory Group | 27k | $898k | -1% | Jun 2026 |
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| Richardson Financial Services | 27k | $896k | -3% | Jun 2026 |
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| Western Wealth Management | 24k | $816k | -1% | Jun 2026 |
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| Advisor Group Holdings | 23k | $783k | -17% | Jun 2026 |
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| GeoWealth Management | 23k | $782k | 5% | Jun 2026 |
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| Independent Advisor Alliance | 22k | $737k | 3% | Jun 2026 |
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| Ascent Group | 22k | $731k | -2% | Jun 2026 |
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| Founders Financial Alliance | 22k | $719k | 100% | Jun 2026 |
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| WealthPoint Financial | 20k | $663k | 9% | Jun 2026 |
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| Outlook Wealth Advisors | 20k | $662k | 3% | Jun 2026 |
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| Fsb Premier Wealth Management | 19k | $643k | -3% | Jun 2026 |
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| Kestra Advisory Services | 19k | $636k | -33% | Jun 2026 |
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| Astoria Portfolio Advisors | 18k | $601k | 6% | Jun 2026 |
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| Pensionmark Financial Group | 17k | $582k | 8% | Jun 2026 |
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| Oarsman Capital | 17k | $577k | -29% | Jun 2026 |
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| Ethic | 17k | $556k | 51% | Jun 2026 |
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| ZEGA Investments | 16k | $537k | -3% | Jun 2026 |
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| Betterment | 15k | $502k | 9% | Jun 2026 |
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| Arete Wealth Advisors | 14k | $453k | 27% | Jun 2026 |
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| Hibernia Wealth Partners | 13k | $435k | 46% | Jun 2026 |
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| Creative Financial Designs | 13k | $426k | 16% | Jun 2026 |
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| Balboa Wealth Partners | 13k | $425k | -38% | Jun 2026 |
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| Aegis Wealth Management | 12k | $404k | 69% | Jun 2026 |
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| Atria Investments | 12k | $400k | 7% | Jun 2026 |
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| Nwam | 12k | $416k | 100% | Mar 2026 |
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| BlueChip Wealth Advisors | 12k | $389k | 100% | Jun 2026 |
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| Wealth Watch Advisors | 10k | $338k | 36% | Jun 2026 |
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| Maridea Wealth Management | 9.4k | $313k | -8% | Jun 2026 |
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| Farther Finance Advisors | 9.2k | $307k | 556% | Jun 2026 |
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| Absolute Capital Management | 8.8k | $295k | -7% | Jun 2026 |
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| Sanchez Gaunt Capital Management | 8.6k | $287k | -3% | Jun 2026 |
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| True Vision MN | 8.0k | $284k | 12% | Mar 2026 |
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| Spinnaker Investment Group | 7.9k | $263k | 100% | Jun 2026 |
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| VestGen Advisors | 7.5k | $251k | -3% | Jun 2026 |
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| We Are One Seven | 7.3k | $245k | 100% | Jun 2026 |
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| Hobbs Group Advisors | 7.2k | $240k | 100% | Jun 2026 |
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| Kelly Financial Services | 6.9k | $231k | 3% | Jun 2026 |
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| Ruggiero Investments | 6.9k | $231k | 100% | Jun 2026 |
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| Sowell Financial Services | 6.8k | $227k | 15% | Jun 2026 |
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| Walkner Condon Financial Advisors | 6.7k | $224k | -1% | Jun 2026 |
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| October Effect | 6.7k | $223k | 100% | Jun 2026 |
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| FSA Advisors | 6.7k | $223k | 100% | Jun 2026 |
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| PCB Capital | 6.5k | $216k | 100% | Jun 2026 |
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| Integrated Wealth Concepts | 6.0k | $202k | 100% | Jun 2026 |
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| Strategic Investment Advisors / MI | 5.7k | $192k | -18% | Jun 2026 |
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| Richard W. Paul & Associates | 5.7k | $189k | 5% | Jun 2026 |
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| Triumph Capital Management | 5.4k | $189k | 36% | Mar 2026 |
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| Smartleaf Asset Management | 5.3k | $175k | 0% | Jun 2026 |
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| IFP Advisors | 3.6k | $119k | 100% | Jun 2026 |
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| UBS Group | 2.1k | $72k | 100% | Jun 2026 |
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| CWM | 2.0k | $69k | 11% | Mar 2026 |
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| Evolution Wealth Management | 1.9k | $64k | -3% | Jun 2026 |
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| Brown, Lisle/cummings | 1.6k | $54k | 83% | Jun 2026 |
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| Groesbeck Investment Management Corp. | 1.5k | $50k | 100% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 1.5k | $50k | 6% | Jun 2026 |
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| Royal Bank of Canada | 1.5k | $48k | 100% | Jun 2026 |
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| Private Trust Co Na | 1.2k | $39k | -7% | Jun 2026 |
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| Steward Partners Investment Advisory | 1.0k | $33k | -20% | Jun 2026 |
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| Cohalo Advisory | 861.00 | $29k | -1% | Jun 2026 |
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| AdvisorNet Financial | 648.00 | $22k | 0% | Jun 2026 |
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| Covestor | 630.00 | $21k | -7% | Jun 2026 |
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| Quest 10 Wealth Builders | 555.00 | $19k | 28% | Jun 2026 |
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| Key Capital Management | 519.00 | $17k | 14% | Jun 2026 |
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| Global Retirement Partners | 501.00 | $17k | 4% | Jun 2026 |
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| Nbc Securities | 485.00 | $16k | 0% | Jun 2026 |
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| Geneos Wealth Management | 438.00 | $15k | 100% | Jun 2026 |
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| Aptus Capital Advisors | 428.00 | $14k | 0% | Jun 2026 |
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| Buck Wealth Strategies | 413.00 | $14k | 100% | Jun 2026 |
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| Cape Investment Advisory | 388.00 | $13k | 100% | Jun 2026 |
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| Fifth Third Bancorp | 360.00 | $12k | -4% | Jun 2026 |
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| Stone House Investment Management | 246.00 | $8.2k | -15% | Jun 2026 |
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| Morgan Stanley | 195.00 | $6.9k | -69% | Mar 2026 |
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| O'shaughnessy Asset Management | 178.00 | $6.0k | 0% | Jun 2026 |
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| Continuum Advisory | 154.00 | $5.1k | 100% | Jun 2026 |
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| Kingdom Financial Group | 144.00 | $4.8k | 0% | Jun 2026 |
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| CoreCap Advisors | 139.00 | $4.6k | 7% | Jun 2026 |
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| Lloyd Advisory Services | 136.00 | $4.5k | -6% | Jun 2026 |
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| Mercer Global Advisors | 121.00 | $4.0k | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 118.00 | $3.9k | 100% | Jun 2026 |
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| REAP Financial Group | 105.00 | $3.5k | -9% | Jun 2026 |
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| Capital Analysts | 82.00 | $3.0k | -23% | Jun 2026 |
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| Ashton Thomas Private Wealth | 49.00 | $1.6k | 100% | Jun 2026 |
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| Meramec Financial Planners | 47.00 | $1.7k | 100% | Jun 2026 |
|
| Networth Advisors | 34.00 | $1.1k | 17% | Jun 2026 |
|
| Rossby Financial, LCC | 15.00 | $501.000000 | 0% | Jun 2026 |
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Who sold out of Spdr Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Mar 2026 | 928k | $33M |
| Goldman Sachs Group | Mar 2026 | 68k | $2.4M |
| Virtu Financial | Mar 2026 | 42k | $1.5M |
| Susquehanna International | Mar 2026 | 27k | $944k |
| Citadel Advisors | Mar 2026 | 21k | $735k |
| Goss Wealth Management | Mar 2026 | 13k | $469k |
| Iams Wealth Management | Mar 2026 | 11k | $380k |
| Gateway Wealth Partners | Mar 2026 | 7.6k | $269k |
| Capital Asset Advisory Services | Mar 2026 | 5.9k | $208k |
| USAdvisors Wealth Management | Mar 2026 | 5.7k | $203k |
| Advisory Services Network | Mar 2026 | 2.5k | $89k |
| Us Bancorp | Dec 2025 | 325.00 | $9.3k |
| Merkkuri Wealth Advisors | Mar 2026 | 191.00 | $6.7k |
| Golden State Equity Partners | Mar 2026 | 84.00 | $3.0k |
| Pnc Financial Services | Mar 2026 | 56.00 | $2.0k |
| Caitlin John | Mar 2026 | 39.00 | $1.4k |