Who owns SPDR SER TR?
- Ticker: EFIV
- CUSIP Number: 78468r531
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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Who bought or sold SPDR SER TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Banca d'Italia | 771k | $43M | 0% | Sep 2024 |
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Retirement Capital Strategies | 685k | $38M | 387% | Sep 2024 |
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Baltimore-Washington Financial Advisors | 380k | $21M | 0% | Sep 2024 |
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Koss-Olinger Consulting | 355k | $20M | 1% | Sep 2024 |
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LPL Financial | 282k | $16M | 32% | Sep 2024 |
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Private Advisor | 235k | $13M | 352% | Sep 2024 |
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Laurel Wealth Planning | 215k | $12M | -3% | Sep 2024 |
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Financial Network Wealth Management | 193k | $11M | 9% | Sep 2024 |
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Principal Financial Group | 179k | $10M | 17% | Sep 2024 |
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SOA Wealth Advisors | 100k | $5.6M | 10% | Sep 2024 |
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Blue Edge Capital | 97k | $5.1M | 6% | Jun 2024 |
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Financial Engines Advisors L.L.C | 96k | $5.3M | -2% | Sep 2024 |
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Integrated Wealth Concepts | 90k | $5.0M | 5% | Sep 2024 |
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Gradient Investments | 70k | $3.9M | -2% | Sep 2024 |
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Seeds Investor | 58k | $3.3M | 2% | Sep 2024 |
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One Capital Management | 55k | $3.1M | -1% | Sep 2024 |
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Sheets Smith Wealth Management | 42k | $2.3M | -13% | Sep 2024 |
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HighTower Advisors | 40k | $2.1M | 1% | Jun 2024 |
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Bank of America Corporation | 35k | $2.0M | 0% | Sep 2024 |
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Financial Services Advisory | 33k | $1.9M | -35% | Sep 2024 |
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Bank of New York Mellon | 33k | $1.8M | -4% | Sep 2024 |
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Armbruster Capital Management | 32k | $1.8M | -20% | Sep 2024 |
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Equitable Holdings | 27k | $1.4M | -4% | Jun 2024 |
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Advisor Group Holdings | 27k | $1.5M | -2% | Sep 2024 |
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Mariner Wealth Advisors | 26k | $1.5M | -1% | Sep 2024 |
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Stratos Wealth Partners | 26k | $1.4M | 0% | Sep 2024 |
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Us Financial Advisors | 24k | $1.3M | -17% | Sep 2024 |
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Susquehanna International | 24k | $1.3M | 54% | Sep 2024 |
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Focus Financial Network | 20k | $1.1M | 0% | Sep 2024 |
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Sax Wealth Advisors | 20k | $1.1M | 25% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 18k | $1.0M | -5% | Sep 2024 |
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Wells Fargo & Company | 18k | $1.0M | 8% | Sep 2024 |
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Raymond James & Associates | 17k | $932k | -1% | Sep 2024 |
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Cetera Investment Advisers | 17k | $880k | -5% | Jun 2024 |
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Veracity Capital | 15k | $854k | 0% | Sep 2024 |
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CI Private Wealth | 14k | $778k | 1% | Sep 2024 |
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Retirement Income Solutions | 14k | $760k | 0% | Sep 2024 |
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Fort Point Capital Partners | 13k | $702k | 3% | Sep 2024 |
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R. W. Roge & Company | 12k | $677k | 0% | Sep 2024 |
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Coastline Trust | 12k | $671k | 100% | Sep 2024 |
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Warren Street Wealth Advisors | 11k | $638k | -4% | Sep 2024 |
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Townsquare Capital | 11k | $638k | 100% | Sep 2024 |
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Raymond James Financial Services Advisors | 11k | $600k | 7% | Sep 2024 |
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Denver Wealth Management | 10k | $565k | 1% | Sep 2024 |
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Envestnet Asset Management | 9.9k | $555k | 4% | Sep 2024 |
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Goldman Sachs Group | 9.0k | $476k | 2% | Jun 2024 |
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Creative Planning | 8.4k | $467k | 0% | Sep 2024 |
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J.Safra Asset Management | 8.4k | $464k | 39% | Sep 2024 |
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Operose Advisors | 8.3k | $461k | 0% | Sep 2024 |
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Change Path | 8.2k | $460k | 3% | Sep 2024 |
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Single Point Partners | 8.2k | $456k | 0% | Sep 2024 |
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Chicago Capital | 8.1k | $450k | 0% | Sep 2024 |
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Commonwealth Equity Services | 7.8k | $435k | 8% | Sep 2024 |
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Sage Advisory Services | 7.7k | $410k | 0% | Sep 2024 |
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D. J. St. Germain | 7.6k | $421k | 0% | Sep 2024 |
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Us Bancorp | 7.2k | $403k | 1% | Sep 2024 |
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First Affirmative Financial Network | 6.7k | $371k | 52% | Sep 2024 |
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Marshall Financial Group | 6.4k | $358k | -2% | Sep 2024 |
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CWM | 6.4k | $355k | 20% | Sep 2024 |
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KWB Wealth | 5.5k | $290k | -19% | Sep 2024 |
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McClarren Financial Advisors | 5.4k | $300k | 10083% | Sep 2024 |
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Brave Asset Management | 5.3k | $296k | 0% | Sep 2024 |
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White Lighthouse Investment Management | 5.2k | $291k | 100% | Sep 2024 |
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Perennial Investment Advisors | 5.2k | $276k | 100% | Jun 2024 |
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WNY Asset Management | 5.0k | $280k | -38% | Sep 2024 |
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Journey Strategic Wealth | 5.0k | $278k | -17% | Sep 2024 |
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Zhang Financial | 4.7k | $265k | 0% | Sep 2024 |
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Zacks Investment Management | 4.5k | $250k | 0% | Sep 2024 |
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Raymond James Trust | 4.4k | $247k | 0% | Sep 2024 |
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Front Row Advisors | 4.4k | $244k | 28% | Sep 2024 |
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Per Stirling Capital Management | 4.3k | $239k | -26% | Sep 2024 |
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Good Life Advisors | 4.1k | $228k | -1% | Sep 2024 |
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Aptus Capital Advisors | 4.1k | $227k | 251% | Sep 2024 |
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Sigma Planning | 4.0k | $225k | -3% | Sep 2024 |
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H D Vest Advisory Services | 3.9k | $209k | 100% | Jun 2024 |
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Goss Wealth Management | 3.9k | $208k | 0% | Jun 2024 |
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Kingsview Wealth Management | 3.9k | $218k | -11% | Sep 2024 |
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Bright Futures Wealth Management | 3.6k | $200k | 100% | Sep 2024 |
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Hanson McClain Advisors | 3.2k | $179k | 0% | Sep 2024 |
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Morgan Stanley | 3.0k | $157k | 0% | Jun 2024 |
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Hills Bank And Trust Company | 2.8k | $155k | 0% | Sep 2024 |
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Wells Financial Advisors | 2.6k | $143k | -25% | Sep 2024 |
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Huntington National Bank | 2.0k | $111k | -8% | Sep 2024 |
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Brian McDonald | 1.5k | $86k | -2% | Sep 2024 |
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Larson Financial Group | 1.3k | $75k | 100% | Sep 2024 |
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Benjamin F. Edwards & Company | 1.2k | $64k | 371% | Jun 2024 |
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Paladin Wealth | 1.1k | $63k | 100% | Sep 2024 |
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Tradewinds Capital Management | 819.00 | $46k | 3% | Sep 2024 |
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Mattson Financial Services | 793.00 | $42k | 0% | Sep 2024 |
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Royal Bank of Canada | 791.00 | $44k | 0% | Sep 2024 |
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AdvisorNet Financial | 621.00 | $35k | 0% | Sep 2024 |
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Jpmorgan Chase & Co | 558.00 | $31k | -13% | Sep 2024 |
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Harbour Investments | 495.00 | $28k | 0% | Sep 2024 |
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Pacific Capital Wealth Advisors | 419.00 | $23k | 1% | Sep 2024 |
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Eastern Bank | 253.00 | $14k | 100% | Sep 2024 |
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Geneos Wealth Management | 229.00 | $12k | 2% | Jun 2024 |
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Tower Research Capital | 213.00 | $11k | -93% | Jun 2024 |
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Horizon Financial Services | 113.00 | $6.0k | 0% | Jun 2024 |
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Aspire Wealth Management Corp | 46.00 | $2.6k | 0% | Sep 2024 |
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Glen Eagle Advisors | 45.00 | $2.5k | 0% | Sep 2024 |
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FTB Advisors | 1.00 | $77.000000 | 0% | Sep 2024 |
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Who sold out of Spdr Ser Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Citadel Advisors | Jun 2024 | 11k | $578k |
Two Sigma Investments | Mar 2024 | 4.9k | $248k |
Jane Street | Jun 2024 | 4.3k | $230k |
Brown Financial Advisors | Jun 2024 | 2.9k | $155k |
International Assets Investment Management | Jun 2024 | 361.00 | $19k |
IFP Advisors | Mar 2024 | 119.00 | $6.0k |