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 | $49M | 0% | Mar 2026 |
|
| Financial Network Wealth Management | 519k | $33M | 6% | Mar 2026 |
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| Koss-Olinger Consulting | 412k | $26M | 1% | Mar 2026 |
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| Baltimore-Washington Financial Advisors | 394k | $26M | 1% | Dec 2025 |
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| LPL Financial | 322k | $20M | -2% | Mar 2026 |
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| Tompkins Financial Corp | 301k | $19M | 5% | Mar 2026 |
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| Principal Financial Group | 186k | $12M | 21% | Mar 2026 |
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| SOA Wealth Advisors | 169k | $11M | -16% | Mar 2026 |
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| Retirement Capital Strategies | 159k | $11M | -6% | Dec 2025 |
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| Laurel Wealth Planning | 158k | $10M | -1% | Mar 2026 |
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| GAM Holding | 151k | $10M | 100% | Dec 2025 |
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| Private Advisor | 124k | $7.8M | -18% | Mar 2026 |
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| Blue Edge Capital | 96k | $6.1M | -5% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 95k | $6.2M | 8% | Dec 2025 |
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| Integrated Wealth Concepts | 90k | $5.7M | 8% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 64k | $4.0M | 11% | Mar 2026 |
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| Bank of America Corporation | 58k | $3.6M | 100% | Mar 2026 |
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| Gradient Investments | 56k | $3.5M | -2% | Mar 2026 |
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| Equitable Holdings | 55k | $3.6M | 0% | Mar 2026 |
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| Bank of New York Mellon | 53k | $3.4M | 8% | Mar 2026 |
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| Birchbrook | 48k | $3.0M | 68% | Mar 2026 |
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| Raymond James Financial | 48k | $3.2M | 4% | Dec 2025 |
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| HighTower Advisors | 45k | $2.8M | 33% | Mar 2026 |
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| Affiance Financial | 45k | $2.8M | 100% | Mar 2026 |
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| Meitav Dash Investments | 40k | $2.4M | 84% | Mar 2026 |
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| Massmutual Trust | 38k | $2.4M | 100% | Mar 2026 |
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| MainStreet Investment Advisors | 38k | $2.4M | 100% | Mar 2026 |
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| Armbruster Capital Management | 36k | $2.2M | 12% | Mar 2026 |
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| Larson Financial Group | 33k | $2.2M | 33% | Dec 2025 |
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| Rogco | 32k | $2.0M | 100% | Mar 2026 |
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| Seeds Investor | 31k | $2.1M | 1% | Mar 2026 |
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| Perennial Investment Advisors | 31k | $1.9M | 37% | Mar 2026 |
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| Wells Fargo & Company | 30k | $1.9M | 2% | Mar 2026 |
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| Richard P Slaughter Associates | 28k | $1.8M | 13% | Mar 2026 |
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| Journey Strategic Wealth | 28k | $1.7M | 100% | Mar 2026 |
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| Gilbert Capital Group | 28k | $1.7M | -6% | Mar 2026 |
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| Savvy Advisors | 26k | $1.6M | 1% | Mar 2026 |
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| Creative Planning | 26k | $1.6M | 1% | Mar 2026 |
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| Stratos Wealth Partners | 25k | $1.6M | 3% | Mar 2026 |
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| Envestnet Asset Management | 24k | $1.5M | 34% | Mar 2026 |
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| Huntington National Bank | 24k | $1.6M | 58% | Dec 2025 |
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| Napier Financial | 23k | $1.5M | 100% | Mar 2026 |
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| Commonwealth Equity Services | 23k | $1.4M | 95% | Mar 2026 |
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| R. W. Roge & Company | 21k | $1.3M | 2% | Mar 2026 |
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| Capital Analysts | 21k | $1.3M | 7% | Mar 2026 |
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| Crestwood Advisors | 20k | $1.3M | 46% | Mar 2026 |
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| Gerber Kawasaki Wealth & Investment Management | 20k | $1.3M | 20% | Mar 2026 |
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| Farther Finance Advisors | 20k | $1.3M | -6% | Mar 2026 |
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| Advisor Group Holdings | 20k | $1.3M | -7% | Dec 2025 |
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| Cetera Investment Advisers | 18k | $1.1M | -8% | Mar 2026 |
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| J.Safra Asset Management | 17k | $1.1M | 0% | Mar 2026 |
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| Hrt Financial | 16k | $1.0M | 100% | Mar 2026 |
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| CI Private Wealth | 16k | $1.0M | 0% | Mar 2026 |
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| Retirement Income Solutions | 15k | $955k | -1% | Mar 2026 |
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| One Capital Management | 15k | $954k | -2% | Mar 2026 |
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| Susquehanna International | 15k | $986k | -60% | Dec 2025 |
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| Coastline Trust | 15k | $928k | -3% | Mar 2026 |
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| Goldman Sachs Group | 15k | $913k | 37% | Mar 2026 |
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| Mariner Wealth Advisors | 14k | $887k | 1% | Mar 2026 |
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| Jane Street | 13k | $834k | 100% | Mar 2026 |
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| Brown Brothers Harriman & Co. | 13k | $818k | -1% | Mar 2026 |
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| Veracity Capital | 12k | $779k | 0% | Mar 2026 |
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| Sage Advisory Services | 12k | $753k | 0% | Mar 2026 |
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| Ellenbecker Investment Group | 12k | $740k | 0% | Mar 2026 |
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| P.J. Schmidt Investment Management | 11k | $686k | 159% | Mar 2026 |
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| Sax Wealth Advisors | 11k | $717k | 0% | Mar 2026 |
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| FinArc Investments | 9.7k | $615k | 100% | Mar 2026 |
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| Tower Research Capital | 9.5k | $631k | 100% | Dec 2025 |
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| Advisory Alpha | 9.5k | $602k | 12% | Mar 2026 |
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| Warren Street Wealth Advisors | 9.5k | $599k | 5% | Mar 2026 |
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| Verus Wealth Management | 9.0k | $565k | 0% | Mar 2026 |
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| Opulen Financial Group | 8.7k | $548k | 0% | Mar 2026 |
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| Operose Advisors | 8.4k | $530k | 0% | Mar 2026 |
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| CWM | 8.4k | $554k | -1% | Dec 2025 |
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| Single Point Partners | 8.2k | $519k | 0% | Mar 2026 |
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| D. J. St. Germain | 7.6k | $477k | 0% | Mar 2026 |
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| Per Stirling Capital Management | 7.4k | $468k | 9% | Mar 2026 |
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| Front Row Advisors | 7.2k | $454k | 0% | Mar 2026 |
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| Godfrey Financial Associates | 7.2k | $454k | 100% | Mar 2026 |
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| Zhang Financial | 7.0k | $439k | 27% | Mar 2026 |
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| Denver Wealth Management | 6.9k | $436k | 3% | Mar 2026 |
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| Marshall Financial Group | 6.0k | $381k | 13% | Mar 2026 |
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| HBW Advisory Services | 6.0k | $379k | -2% | Mar 2026 |
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| Veridan Wealth | 5.8k | $381k | -2% | Dec 2025 |
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| Cannon Financial Strategists | 5.8k | $363k | 100% | Mar 2026 |
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| Hills Bank And Trust Company | 5.6k | $355k | -8% | Mar 2026 |
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| Brave Asset Management | 5.6k | $354k | 4% | Mar 2026 |
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| Cary Street Partners Financial | 5.6k | $354k | 0% | Mar 2026 |
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| McClarren Financial Advisors | 5.5k | $346k | 8218% | Mar 2026 |
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| True Link Financial Advisors | 5.4k | $343k | 29% | Mar 2026 |
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| Novare Capital Management | 5.2k | $328k | 0% | Mar 2026 |
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| Cape Ann Savings Bank | 5.1k | $319k | 100% | Mar 2026 |
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| Change Path | 5.0k | $314k | -12% | Mar 2026 |
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| Briggs Wealth Management | 5.0k | $314k | 100% | Mar 2026 |
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| Mml Investors Services | 4.9k | $309k | 100% | Mar 2026 |
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| Aptus Capital Advisors | 4.8k | $300k | 5% | Mar 2026 |
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| SFG Wealth Management | 4.8k | $300k | 10% | Mar 2026 |
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| Flagship Harbor Advisors | 4.7k | $296k | 52% | Mar 2026 |
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| Goss Wealth Management | 4.6k | $288k | 14% | Mar 2026 |
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| Horizon Wealth Management | 4.6k | $287k | 0% | Mar 2026 |
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| LongView Asset Management | 4.1k | $268k | -24% | Dec 2025 |
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| Thompson Davis & Co | 3.9k | $245k | 0% | Mar 2026 |
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| Altfest L J & Co | 3.9k | $244k | -3% | Mar 2026 |
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| SHP Wealth Management | 3.8k | $238k | 0% | Mar 2026 |
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| Venture Visionary Partners | 3.6k | $228k | 0% | Mar 2026 |
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| Silver Oak Securities | 3.5k | $223k | 1% | Mar 2026 |
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| Ethic | 3.5k | $221k | 0% | Mar 2026 |
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| EP Wealth Advisors | 3.5k | $221k | 100% | Mar 2026 |
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| WNY Asset Management | 3.3k | $209k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 3.3k | $216k | 0% | Dec 2025 |
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| Ameriprise Financial | 3.2k | $202k | 0% | Mar 2026 |
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| Morgan Stanley | 3.2k | $223k | 0% | Mar 2026 |
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| Harbour Investments | 2.4k | $149k | 100% | Mar 2026 |
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| Milestone Investment Advisors | 2.0k | $128k | 99% | Mar 2026 |
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| Rockefeller Capital Management | 1.9k | $121k | -68% | Mar 2026 |
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| Valley National Advisers | 1.9k | $118k | 0% | Mar 2026 |
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| Western Wealth Management | 1.9k | $118k | 100% | Mar 2026 |
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| Tradewinds Capital Management | 1.7k | $105k | 7% | Mar 2026 |
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| Royal Bank of Canada | 1.3k | $80k | -35% | Mar 2026 |
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| Rossby Financial, LCC | 1.2k | $74k | 28% | Mar 2026 |
|
| FMR | 983.00 | $65k | 0% | Dec 2025 |
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| Us Bancorp | 672.00 | $45k | 0% | Dec 2025 |
|
| UBS Group | 467.00 | $30k | -58% | Mar 2026 |
|
| Salomon & Ludwin | 383.00 | $24k | 118% | Mar 2026 |
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| SBI Securities | 339.00 | $21k | 48% | Mar 2026 |
|
| AlphaCore Capital | 300.00 | $19k | 0% | Mar 2026 |
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| Horizon Financial Services | 113.00 | $7.1k | 0% | Mar 2026 |
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| Capitol Family Office | 94.00 | $6.2k | 0% | Mar 2026 |
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| Geneos Wealth Management | 65.00 | $4.1k | 0% | Mar 2026 |
|
| Keating Financial Advisory Services | 7.00 | $442.000300 | 100% | Mar 2026 |
|
| Vanguard Advisers | 1.00 | $63.000000 | 100% | Mar 2026 |
|
Who sold out of Spdr Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Provida Pension Fund Administrator | Sep 2025 | 498k | $32M |
| Jpmorgan Chase & Co | Sep 2025 | 3.7k | $236k |
| J.w. Cole Advisors | Dec 2025 | 3.6k | $231k |
| Cantor Fitzgerald Investment Adviser | Dec 2025 | 3.2k | $214k |
| Wells Financial Advisors | Dec 2025 | 2.6k | $173k |
| Kestra Advisory Services | Dec 2025 | 2.5k | $165k |
| AdvisorNet Financial | Dec 2025 | 630.00 | $42k |
| GPS Wealth Strategies Group | Sep 2025 | 40.00 | $2.5k |