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 | $36M | 0% | Dec 2023 |
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| Retirement Capital Strategies | 711k | $33M | 476% | Dec 2023 |
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| Baltimore-Washington Financial Advisors | 367k | $17M | 4% | Dec 2023 |
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| Laurel Wealth Planning | 226k | $12M | -1% | Mar 2024 |
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| Principal Financial Group | 204k | $9.4M | 11% | Dec 2023 |
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| Blue Edge Capital | 77k | $3.6M | 26% | Dec 2023 |
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| Gradient Investments | 70k | $3.5M | 2% | Mar 2024 |
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| One Capital Management | 57k | $2.6M | -6% | Dec 2023 |
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| Financial Services Advisory | 51k | $2.4M | 100% | Dec 2023 |
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| CI Private Wealth | 51k | $2.3M | 0% | Dec 2023 |
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| Bank of New York Mellon | 40k | $1.9M | -58% | Dec 2023 |
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| Armbruster Capital Management | 36k | $1.7M | 1% | Dec 2023 |
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| Private Advisor | 32k | $1.5M | 5% | Dec 2023 |
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| HighTower Advisors | 31k | $1.4M | 58% | Dec 2023 |
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| Us Financial Advisors | 31k | $1.4M | 8% | Dec 2023 |
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| Bank of America Corporation | 29k | $1.3M | 96% | Dec 2023 |
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| Creative Planning | 29k | $1.3M | -12% | Dec 2023 |
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| Stratos Wealth Partners | 26k | $1.3M | 9% | Mar 2024 |
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| Advisor Group Holdings | 24k | $1.1M | -41% | Dec 2023 |
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| Mariner Wealth Advisors | 24k | $1.1M | -29% | Dec 2023 |
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| Focus Financial Network | 21k | $1.0M | 100% | Mar 2024 |
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| Focus Financial Network | 21k | $946k | 100% | Dec 2023 |
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| Retirement Income Solutions | 20k | $941k | 14% | Dec 2023 |
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| Jane Street | 20k | $937k | 308% | Dec 2023 |
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| Veracity Capital | 16k | $809k | 0% | Mar 2024 |
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| Wells Fargo & Company | 16k | $720k | 80% | Dec 2023 |
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| Raymond James & Associates | 15k | $741k | -1% | Mar 2024 |
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| Two Sigma Investments | 13k | $601k | -10% | Dec 2023 |
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| Zurich Insurance Group Ltd/FI | 13k | $580k | 3% | Dec 2023 |
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| Fort Point Capital Partners | 12k | $559k | -1% | Dec 2023 |
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| Warren Street Wealth Advisors | 12k | $549k | 1% | Dec 2023 |
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| R. W. Roge & Company | 10k | $463k | -1% | Dec 2023 |
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| SOA Wealth Advisors | 10k | $508k | 82% | Mar 2024 |
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| OmniStar Financial Group | 10k | $504k | -14% | Mar 2024 |
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| Raymond James Financial Services Advisors | 9.9k | $503k | 48% | Mar 2024 |
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| Journey Strategic Wealth | 9.1k | $422k | -2% | Dec 2023 |
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| Sage Advisory Services | 9.0k | $417k | -56% | Dec 2023 |
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| Kingsview Wealth Management | 9.0k | $415k | -19% | Dec 2023 |
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| Single Point Partners | 8.8k | $445k | 0% | Mar 2024 |
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| Denver Wealth Management | 8.2k | $418k | 36% | Mar 2024 |
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| Operose Advisors | 8.2k | $378k | 0% | Dec 2023 |
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| WNY Asset Management | 8.1k | $376k | 100% | Dec 2023 |
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| D. J. St. Germain | 7.6k | $349k | 0% | Dec 2023 |
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| Orion Portfolio Solutions | 7.5k | $345k | -11% | Dec 2023 |
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| Goldman Sachs Group | 7.2k | $332k | 100% | Dec 2023 |
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| KWB Wealth | 6.7k | $341k | 0% | Mar 2024 |
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| Raymond James Trust | 6.7k | $337k | 0% | Mar 2024 |
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| Marshall Financial Group | 6.6k | $332k | 7% | Mar 2024 |
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| Commonwealth Equity Services | 5.8k | $266k | 18% | Dec 2023 |
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| Citadel Advisors | 5.2k | $240k | -47% | Dec 2023 |
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| Brave Asset Management | 4.9k | $225k | 0% | Dec 2023 |
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| CWM | 4.8k | $241k | -52% | Mar 2024 |
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| Chicago Capital | 4.1k | $207k | 100% | Mar 2024 |
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| Hanson McClain Advisors | 3.2k | $147k | 0% | Dec 2023 |
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| Hills Bank And Trust Company | 2.4k | $109k | 100% | Dec 2023 |
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| AdvisorNet Financial | 617.00 | $31k | 0% | Mar 2024 |
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| Royal Bank of Canada | 599.00 | $28k | -36% | Dec 2023 |
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| Benjamin F. Edwards & Company | 254.00 | $12k | 0% | Dec 2023 |
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| Tradewinds Capital Management | 215.00 | $11k | 0% | Mar 2024 |
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| Geneos Wealth Management | 178.00 | $8.2k | 42% | Dec 2023 |
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| Tidemark | 109.00 | $5.0k | 100% | Dec 2023 |
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| Focused Wealth Management | 78.00 | $3.6k | -54% | Dec 2023 |
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Who sold out of Spdr Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Koss-Olinger Consulting | Sep 2023 | 232k | $9.6M |
| Atria Investments | Sep 2023 | 55k | $2.3M |
| Flagship Harbor Advisors | Dec 2023 | 38k | $1.7M |
| New York Life Investment Management | Sep 2023 | 34k | $1.4M |
| Mutual Advisors | Sep 2023 | 8.9k | $369k |
| UBS Group | Sep 2023 | 5.7k | $238k |
| IFP Advisors | Sep 2023 | 778.00 | $32k |
| Penserra Capital Management | Sep 2023 | 169.00 | $7.0k |