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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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 |
|---|---|---|---|---|---|
| Banca d'Italia | 771k | $56M | 0% | Jun 2026 |
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| Financial Network Wealth Management | 529k | $39M | 2% | Jun 2026 |
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| Tompkins Financial Corp | 426k | $31M | 41% | Jun 2026 |
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| Koss-Olinger Consulting | 408k | $30M | -1% | Jun 2026 |
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| Baltimore-Washington Financial Advisors | 404k | $29M | 0% | Jun 2026 |
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| LPL Financial | 346k | $25M | 8% | Jun 2026 |
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| Systelligence | 285k | $21M | 100% | Jun 2026 |
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| Hanson McClain Advisors | 225k | $16M | 2% | Jun 2026 |
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| Principal Financial Group | 196k | $14M | 5% | Jun 2026 |
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| Integrated Wealth Concepts | 169k | $12M | 87% | Jun 2026 |
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| SOA Wealth Advisors | 166k | $12M | -2% | Jun 2026 |
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| Retirement Capital Strategies | 157k | $11M | 0% | Jun 2026 |
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| Laurel Wealth Planning | 155k | $11M | -2% | Jun 2026 |
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| Private Advisor | 99k | $7.2M | -20% | Jun 2026 |
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| Blue Edge Capital | 97k | $7.0M | 0% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 94k | $6.9M | -4% | Jun 2026 |
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| GAM Holding | 76k | $5.5M | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 70k | $5.1M | 10% | Jun 2026 |
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| Meitav Dash Investments | 59k | $4.3M | 49% | Jun 2026 |
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| Gradient Investments | 58k | $4.2M | 4% | Jun 2026 |
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| Equitable Holdings | 54k | $4.0M | -1% | Jun 2026 |
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| Bank of New York Mellon | 53k | $3.9M | 0% | Jun 2026 |
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| Raymond James Financial | 53k | $3.9M | 14% | Jun 2026 |
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| HighTower Advisors | 52k | $3.8M | 14% | Jun 2026 |
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| Birchbrook | 47k | $3.5M | -1% | Jun 2026 |
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| Affiance Financial | 45k | $3.3M | 2% | Jun 2026 |
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| Wells Fargo & Company | 40k | $2.9M | 33% | Jun 2026 |
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| Larson Financial Group | 40k | $2.9M | 13% | Jun 2026 |
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| MainStreet Investment Advisors | 38k | $2.8M | 2% | Jun 2026 |
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| Massmutual Trust | 38k | $2.7M | 0% | Jun 2026 |
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| Armbruster Capital Management | 35k | $2.6M | -1% | Jun 2026 |
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| Bank of America Corporation | 34k | $2.5M | -41% | Jun 2026 |
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| Seeds Investor | 33k | $2.4M | 6% | Jun 2026 |
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| Huntington National Bank | 33k | $2.4M | 4% | Jun 2026 |
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| Rogco | 32k | $2.3M | 0% | Jun 2026 |
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| Commonwealth Equity Services | 30k | $2.2M | 31% | Jun 2026 |
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| Richard P Slaughter Associates | 30k | $2.2M | 5% | Jun 2026 |
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| Savvy Advisors | 29k | $2.1M | 12% | Jun 2026 |
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| Journey Strategic Wealth | 28k | $1.7M | 100% | Mar 2026 |
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| Gilbert Capital Group | 27k | $2.0M | -1% | Jun 2026 |
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| Farther Finance Advisors | 27k | $2.0M | 34% | Jun 2026 |
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| Perennial Investment Advisors | 27k | $1.9M | -14% | Jun 2026 |
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| Stratos Wealth Partners | 26k | $1.9M | 2% | Jun 2026 |
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| Creative Planning | 25k | $1.8M | -1% | Jun 2026 |
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| Envestnet Asset Management | 24k | $1.7M | -2% | Jun 2026 |
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| Napier Financial | 23k | $1.7M | -1% | Jun 2026 |
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| Crestwood Advisors | 23k | $1.7M | 13% | Jun 2026 |
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| Advisor Group Holdings | 23k | $1.6M | 5% | Jun 2026 |
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| R. W. Roge & Company | 21k | $1.5M | 0% | Jun 2026 |
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| Gerber Kawasaki Wealth & Investment Management | 20k | $1.3M | 20% | Mar 2026 |
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| Capital Analysts | 20k | $1.4M | -5% | Jun 2026 |
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| Basso Capital Management | 17k | $1.3M | 100% | Jun 2026 |
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| J.Safra Asset Management | 17k | $1.2M | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 17k | $1.2M | 100% | Jun 2026 |
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| Cetera Investment Advisers | 15k | $1.1M | -16% | Jun 2026 |
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| One Capital Management | 15k | $956k | 0% | Jun 2026 |
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| Retirement Income Solutions | 15k | $955k | 0% | Jun 2026 |
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| Goldman Sachs Group | 15k | $1.1M | 2% | Jun 2026 |
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| Coastline Trust | 14k | $1.1M | -2% | Jun 2026 |
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| CI Private Wealth | 14k | $1.0M | -13% | Jun 2026 |
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| Brown Brothers Harriman & Co. | 13k | $946k | 0% | Jun 2026 |
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| Veracity Capital | 13k | $942k | 4% | Jun 2026 |
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| Susquehanna International | 12k | $883k | 186% | Jun 2026 |
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| Sage Advisory Services | 12k | $853k | -2% | Jun 2026 |
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| Advisory Alpha | 11k | $819k | 18% | Jun 2026 |
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| P.J. Schmidt Investment Management | 11k | $797k | 0% | Jun 2026 |
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| Seven Mile Advisory | 10k | $757k | 100% | Jun 2026 |
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| Opulen Financial Group | 9.8k | $717k | 13% | Jun 2026 |
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| FinArc Investments | 9.6k | $697k | -2% | Jun 2026 |
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| CWM | 9.4k | $593k | 12% | Mar 2026 |
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| Hills Bank And Trust Company | 9.3k | $678k | 65% | Jun 2026 |
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| Warren Street Wealth Advisors | 9.2k | $673k | -3% | Jun 2026 |
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| Godfrey Financial Associates | 9.0k | $692k | 25% | Jun 2026 |
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| Single Point Partners | 8.2k | $600k | 0% | Jun 2026 |
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| Verus Wealth Management | 7.7k | $558k | -15% | Jun 2026 |
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| D. J. St. Germain | 7.6k | $551k | 0% | Jun 2026 |
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| Thrivent Financial for Lutherans | 7.4k | $542k | 100% | Jun 2026 |
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| Per Stirling Capital Management | 7.3k | $535k | -1% | Jun 2026 |
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| Front Row Advisors | 7.2k | $542k | 0% | Jun 2026 |
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| Mariner Wealth Advisors | 7.2k | $522k | -49% | Jun 2026 |
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| Zhang Financial | 7.0k | $508k | 0% | Jun 2026 |
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| Denver Wealth Management | 6.9k | $504k | 0% | Jun 2026 |
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| HBW Advisory Services | 6.4k | $469k | 7% | Jun 2026 |
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| Marshall Financial Group | 6.0k | $435k | -1% | Jun 2026 |
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| Jane Street | 5.9k | $431k | -55% | Jun 2026 |
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| Cape Ann Savings Bank | 5.9k | $429k | 16% | Jun 2026 |
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| Cannon Financial Strategists | 5.8k | $420k | 0% | Jun 2026 |
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| True Link Financial Advisors | 5.6k | $5.6M | 4% | Jun 2026 |
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| Brave Asset Management | 5.6k | $410k | 0% | Jun 2026 |
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| Cary Street Partners Financial | 5.6k | $409k | 0% | Jun 2026 |
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| Novare Capital Management | 5.5k | $401k | 6% | Jun 2026 |
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| McClarren Financial Advisors | 5.5k | $400k | 0% | Jun 2026 |
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| Veridan Wealth | 5.3k | $386k | -6% | Jun 2026 |
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| Range Advisory | 5.2k | $380k | 0% | Jun 2026 |
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| Sax Wealth Advisors | 5.1k | $323k | -53% | Jun 2026 |
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| Briggs Wealth Management | 5.0k | $366k | 1% | Jun 2026 |
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| Mml Investors Services | 5.0k | $362k | 1% | Jun 2026 |
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| Change Path | 4.8k | $349k | -4% | Jun 2026 |
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| SFG Wealth Management | 4.8k | $349k | 1% | Jun 2026 |
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| Aptus Capital Advisors | 4.8k | $347k | 0% | Jun 2026 |
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| Flagship Harbor Advisors | 4.8k | $347k | 2% | Jun 2026 |
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| Horizon Wealth Management | 4.7k | $341k | 3% | Jun 2026 |
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| J.w. Cole Advisors | 4.6k | $337k | 100% | Jun 2026 |
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| Goss Wealth Management | 4.5k | $327k | -2% | Jun 2026 |
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| LLBH Private Wealth Management | 4.5k | $327k | 100% | Jun 2026 |
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| Ellenbecker Investment Group | 4.0k | $292k | -66% | Jun 2026 |
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| Thompson Davis & Co | 3.9k | $283k | 0% | Jun 2026 |
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| SHP Wealth Management | 3.8k | $275k | 0% | Jun 2026 |
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| Silver Oak Securities | 3.5k | $258k | 0% | Jun 2026 |
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| Ethic | 3.5k | $255k | 0% | Jun 2026 |
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| EP Wealth Advisors | 3.4k | $249k | -2% | Jun 2026 |
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| WNY Asset Management | 3.3k | $241k | 0% | Jun 2026 |
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| Ameriprise Financial | 3.2k | $234k | 0% | Jun 2026 |
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| Morgan Stanley | 3.2k | $223k | 0% | Mar 2026 |
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| Venture Visionary Partners | 3.1k | $228k | -14% | Jun 2026 |
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| Cantor Fitzgerald Investment Adviser | 3.1k | $224k | 100% | Jun 2026 |
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| Sigma Planning | 3.0k | $220k | 100% | Jun 2026 |
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| Altfest L J & Co | 3.0k | $218k | -23% | Jun 2026 |
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| Fiera Capital Corporation | 2.9k | $209k | 100% | Jun 2026 |
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| Saxon Interests | 2.8k | $208k | 100% | Jun 2026 |
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| Sincerus Advisory | 2.8k | $204k | 100% | Jun 2026 |
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| Harbour Investments | 2.5k | $182k | 5% | Jun 2026 |
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| UBS Group | 2.4k | $174k | 410% | Jun 2026 |
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| Milestone Investment Advisors | 2.2k | $160k | 9% | Jun 2026 |
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| Rockefeller Capital Management | 1.9k | $139k | 0% | Jun 2026 |
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| Valley National Advisers | 1.9k | $137k | 0% | Jun 2026 |
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| Tradewinds Capital Management | 1.8k | $129k | 6% | Jun 2026 |
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| Tower Research Capital | 1.2k | $87k | 100% | Jun 2026 |
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| Rossby Financial, LCC | 1.1k | $83k | -3% | Jun 2026 |
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| Action Point Financial Planning | 1.1k | $80k | 100% | Jun 2026 |
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| FMR | 1.1k | $78k | 8% | Jun 2026 |
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| Us Bancorp | 672.00 | $49k | 0% | Jun 2026 |
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| Salomon & Ludwin | 383.00 | $28k | 0% | Jun 2026 |
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| SBI Securities | 355.00 | $26k | 5% | Jun 2026 |
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| AlphaCore Capital | 300.00 | $22k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 179.00 | $13k | 100% | Jun 2026 |
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| Royal Bank of Canada | 175.00 | $13k | -86% | Jun 2026 |
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| Horizon Financial Services | 113.00 | $8.2k | 0% | Jun 2026 |
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| Geneos Wealth Management | 95.00 | $6.9k | 46% | Jun 2026 |
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| Capitol Family Office | 94.00 | $6.9k | 0% | Jun 2026 |
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| IFG Advisory | 89.00 | $6.5k | 100% | Jun 2026 |
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| Keating Financial Advisory Services | 7.00 | $511.000000 | 0% | Jun 2026 |
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| Vanguard Advisers | 1.00 | $73.000000 | 0% | Jun 2026 |
|
Who sold out of Spdr Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Hrt Financial | Mar 2026 | 16k | $1.0M |
| Operose Advisors | Mar 2026 | 8.4k | $530k |
| Gts Securities | Mar 2026 | 3.2k | $205k |
| Jones Financial Companies, L.L | Mar 2026 | 1.1k | $66k |
| Guardian Wealth Advisors, Llc / Nc | Mar 2026 | 867.00 | $55k |