Who owns SPDR SER TR?

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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
LPL Financial 1.5M $36M 9% Mar 2026
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Envestnet Asset Management 763k $19M 27% Mar 2026
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Envestnet Portfolio Solutions 672k $17M 19% Mar 2026
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Assetmark 542k $13M 0% Mar 2026
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HPM Partners 362k $9.0M 100% Mar 2026
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Austin Private Wealth 333k $8.5M 10% Dec 2025
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Aspire Private Capital 228k $5.6M 4% Mar 2026
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Park Avenue Securities 149k $3.7M 9% Mar 2026
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Cambridge Investment Research Advisors 120k $3.0M 10% Mar 2026
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Hibernia Wealth Partners 118k $2.9M 5% Mar 2026
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Capital Investment Management 97k $2.4M 8% Mar 2026
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Raleigh Capital Management 97k $2.4M 9% Mar 2026
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Landmark Wealth Management 94k $2.3M 2% Mar 2026
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Goss Wealth Management 94k $800k -21% Mar 2026
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Cetera Investment Advisers 91k $2.3M 20% Mar 2026
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Valtinson Bruner Financial Planning 79k $2.0M 9% Mar 2026
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HighTower Advisors 78k $1.9M 7% Mar 2026
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Simplicity Wealth 58k $1.4M 29% Mar 2026
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Sharkey, Howes & Javer 56k $1.4M -23% Mar 2026
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Signal Advisors Wealth 55k $1.4M 5% Mar 2026
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AE Wealth Management 47k $1.2M 12% Mar 2026
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Harbour Investments 46k $1.1M 22% Mar 2026
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McNamara Financial Services 42k $1.0M 4% Mar 2026
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PFG Financial Advisors 39k $970k 9% Mar 2026
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CLS Investments 38k $932k 8% Mar 2026
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RFG Advisory 37k $918k 2% Mar 2026
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Mml Investors Services 36k $898k 39% Mar 2026
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Sanctuary Advisors 35k $865k 11% Mar 2026
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Novus Advisors 34k $832k 1% Mar 2026
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Raymond James Financial 32k $802k 157% Dec 2025
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Change Path 29k $724k 15% Mar 2026
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Axxcess Wealth Management 29k $712k 6% Mar 2026
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Advisor Group Holdings 28k $720k -93% Dec 2025
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KWB Wealth 28k $717k -1% Mar 2026
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Fsb Premier Wealth Management 26k $656k 1% Mar 2026
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WealthPoint Financial 25k $646k 0% Mar 2026
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Principal Securities 25k $613k 134% Mar 2026
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Legacy Wealth Partners 25k $606k 100% Mar 2026
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International Private Wealth Advisors 24k $591k 9% Mar 2026
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Concurrent Investment Advisors 21k $524k 4% Mar 2026
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Creative Financial Designs 21k $519k 2% Mar 2026
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Kestra Advisory Services 21k $518k 131% Mar 2026
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Citadel Advisors 21k $517k 100% Mar 2026
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Lockerman Financial Group 21k $513k 15% Mar 2026
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Balboa Wealth Partners 18k $452k 2% Mar 2026
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Bank of America Corporation 16k $403k 100% Mar 2026
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VisionPoint Advisory Group 13k $333k 13% Mar 2026
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Atria Investments 13k $329k 26% Mar 2026
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Ascent Group 12k $313k -4% Dec 2025
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Arete Wealth Advisors 12k $295k 2% Mar 2026
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AlphaStar Capital Management 11k $281k -59% Mar 2026
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Western Wealth Management 11k $280k 100% Mar 2026
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Outlook Wealth Advisors 11k $270k 1% Mar 2026
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Richardson Financial Services 11k $260k -12% Mar 2026
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Adviser Investments 10k $254k 0% Mar 2026
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Cannon Financial Strategists 10k $252k 1% Mar 2026
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Iams Wealth Management 9.8k $243k -3% Mar 2026
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Sowell Financial Services 9.8k $242k 23% Mar 2026
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Global Financial Private Client 8.9k $220k 2% Mar 2026
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PCB Capital 8.8k $217k 100% Mar 2026
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Lifeworks Advisors 8.6k $214k -1% Mar 2026
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Belpointe Asset Management 8.2k $204k 100% Mar 2026
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GeoWealth Management 8.1k $200k -1% Mar 2026
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Smartleaf Asset Management 6.1k $149k 38% Mar 2026
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Strategic Investment Advisors / MI 5.3k $131k 100% Mar 2026
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Breakwater Investment Management 4.5k $115k 100% Dec 2025
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Richard W. Paul & Associates 3.1k $76k 1% Mar 2026
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CWM 2.6k $67k 172% Dec 2025
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Triumph Capital Management 2.2k $54k 6% Mar 2026
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Geneos Wealth Management 1.9k $47k 100% Mar 2026
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Signature Equity Partners 1.3k $33k 100% Mar 2026
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Farther Finance Advisors 1.0k $26k 56% Mar 2026
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AdvisorNet Financial 729.00 $18k 0% Mar 2026
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Global Retirement Partners 564.00 $14k 0% Dec 2025
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Brown, Lisle/cummings 534.00 $13k 100% Mar 2026
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Principia Wealth Advisory 462.00 $12k -45% Dec 2025
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Private Trust Co Na 406.00 $10k 6% Mar 2026
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Fifth Third Bancorp 314.00 $7.8k 100% Mar 2026
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Brian McDonald 306.00 $7.8k 2% Dec 2025
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Capital Analysts 263.00 $7.0k 0% Mar 2026
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Aptus Capital Advisors 258.00 $6.4k 0% Mar 2026
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Hanson McClain Advisors 225.00 $5.7k -34% Dec 2025
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O'shaughnessy Asset Management 188.00 $4.7k 0% Mar 2026
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Royal Bank of Canada 150.00 $4.0k -6% Mar 2026
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Lloyd Advisory Services 148.00 $3.7k 100% Mar 2026
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Kingdom Financial Group 148.00 $3.7k 1% Mar 2026
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Covestor 124.00 $3.0k 97% Mar 2026
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Quest 10 Wealth Builders 117.00 $2.9k 4% Mar 2026
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Evolution Wealth Management 115.00 $2.9k -15% Mar 2026
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Cape Investment Advisory 110.00 $2.8k 100% Dec 2025
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REAP Financial Group 100.00 $2.5k 0% Mar 2026
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Morgan Stanley 97.00 $3.6k 100% Mar 2026
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FMR 93.00 $2.4k 174% Dec 2025
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Merkkuri Wealth Advisors 89.00 $2.2k 100% Mar 2026
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CoreCap Advisors 57.00 $1.4k -32% Mar 2026
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Rossby Financial, LCC 52.00 $1.3k 0% Mar 2026
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Pnc Financial Services 27.00 $669.999600 100% Mar 2026
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Key Capital Management 8.00 $198.000000 700% Mar 2026
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Who sold out of Spdr Ser Tr?

Fund or Company Name Date Sold Shares Held Valued At
Hobart Private Capital Dec 2025 63k $1.6M
Merit Financial Group Dec 2025 14k $368k
Old Mission Capital Sep 2025 14k $342k
Flow Traders US Dec 2025 10k $255k
Susquehanna International Sep 2025 9.2k $232k
Flagship Harbor Advisors Dec 2025 1.1k $27k
Safe Harbor Fiduciary Dec 2025 259.00 $6.6k
UBS Group Dec 2025 240.00 $6.1k
IFP Advisors Dec 2025 123.00 $3.1k