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 1.6M $41M 11% Jun 2026
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Envestnet Asset Management 875k $22M 15% Jun 2026
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Envestnet Portfolio Solutions 785k $20M 17% Jun 2026
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Assetmark 559k $14M 3% Jun 2026
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HPM Partners 399k $10M 10% Jun 2026
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Aspire Private Capital 237k $6.0M 4% Jun 2026
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Park Avenue Securities 157k $4.0M 6% Jun 2026
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Jane Street 136k $3.4M 100% Jun 2026
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Goss Wealth Management 130k $3.3M 6% Jun 2026
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Breakwater Investment Management 122k $3.1M 70% Jun 2026
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Cambridge Investment Research Advisors 122k $3.1M 2% Jun 2026
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Raleigh Capital Management 103k $2.6M 7% Jun 2026
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Capital Investment Management 101k $2.6M 4% Jun 2026
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Landmark Wealth Management 100k $2.6M 6% Jun 2026
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Cetera Investment Advisers 95k $2.4M 4% Jun 2026
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Valtinson Bruner Financial Planning 92k $2.3M 16% Jun 2026
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HighTower Advisors 86k $2.2M 10% Jun 2026
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KWB Wealth 76k $1.9M 171% Jun 2026
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Hibernia Wealth Partners 67k $1.7M -43% Jun 2026
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Signal Advisors Wealth 62k $1.6M 13% Jun 2026
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Principal Securities 62k $1.6M 150% Jun 2026
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Simplicity Wealth 58k $1.5M 1% Jun 2026
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Harbour Investments 54k $1.4M 16% Jun 2026
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Mml Investors Services 53k $1.4M 47% Jun 2026
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AE Wealth Management 50k $1.3M 8% Jun 2026
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PFG Financial Advisors 46k $1.2M 17% Jun 2026
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Visionary Horizons 42k $1.1M 100% Jun 2026
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McNamara Financial Services 42k $1.0M 4% Mar 2026
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CLS Investments 41k $1.0M 9% Jun 2026
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RFG Advisory 37k $948k 1% Jun 2026
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WealthPoint Financial 36k $922k 12% Jun 2026
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Sanctuary Advisors 36k $918k 4% Jun 2026
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Novus Advisors 35k $877k 3% Jun 2026
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Midwest Financial Network 34k $865k 34% Jun 2026
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Raymond James Financial 33k $844k 2% Jun 2026
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Advisor Group Holdings 31k $794k 10% Jun 2026
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Western Wealth Management 27k $682k 138% Jun 2026
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Sharkey, Howes & Javer 26k $669k -53% Jun 2026
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Fsb Premier Wealth Management 26k $661k -2% Jun 2026
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Lockerman Financial Group 26k $657k 25% Jun 2026
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International Private Wealth Advisors 25k $640k 5% Jun 2026
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Legacy Wealth Partners 25k $639k 3% Jun 2026
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Ethic 25k $632k 100% Jun 2026
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Axxcess Wealth Management 25k $624k -15% Jun 2026
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Concurrent Investment Advisors 24k $599k 12% Jun 2026
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Creative Financial Designs 23k $577k 8% Jun 2026
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Schroder Investment Management Group 23k $573k 100% Jun 2026
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Change Path 20k $507k -32% Jun 2026
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Bank of America Corporation 17k $432k 4% Jun 2026
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Belpointe Asset Management 16k $407k 95% Jun 2026
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Atria Investments 15k $387k 15% Jun 2026
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BlueChip Wealth Advisors 15k $376k 100% Jun 2026
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Arete Wealth Advisors 15k $368k 22% Jun 2026
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VisionPoint Advisory Group 14k $345k 1% Jun 2026
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Kestra Advisory Services 13k $340k -36% Jun 2026
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PCB Capital 13k $333k 49% Jun 2026
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AlphaStar Capital Management 13k $325k 13% Jun 2026
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Ascent Group 12k $306k 1% Jun 2026
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Outlook Wealth Advisors 11k $289k 5% Jun 2026
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Sowell Financial Services 11k $278k 12% Jun 2026
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Richardson Financial Services 11k $272k 2% Jun 2026
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Balboa Wealth Partners 11k $268k -42% Jun 2026
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Cannon Financial Strategists 10k $262k 1% Jun 2026
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Adviser Investments 10k $261k 0% Jun 2026
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Global Financial Private Client 9.4k $239k 6% Jun 2026
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GeoWealth Management 8.6k $219k 7% Jun 2026
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Lifeworks Advisors 8.6k $214k -1% Mar 2026
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Founders Financial Alliance 8.3k $210k 100% Jun 2026
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Smartleaf Asset Management 6.1k $154k 0% Jun 2026
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Geneos Wealth Management 5.3k $134k 179% Jun 2026
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Strategic Investment Advisors / MI 4.6k $117k -13% Jun 2026
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IFP Advisors 4.2k $106k 100% Jun 2026
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Richard W. Paul & Associates 3.3k $83k 6% Jun 2026
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CWM 2.9k $72k 9% Mar 2026
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Integrated Wealth Concepts 2.4k $62k 100% Jun 2026
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Triumph Capital Management 2.2k $54k 6% Mar 2026
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Farther Finance Advisors 1.1k $29k 9% Jun 2026
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AdvisorNet Financial 729.00 $19k 0% Jun 2026
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Buck Wealth Strategies 723.00 $18k 100% Jun 2026
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Jones Financial Companies, L.L 661.00 $17k 100% Jun 2026
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Royal Bank of Canada 550.00 $14k 267% Jun 2026
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Brown, Lisle/cummings 534.00 $13k 100% Mar 2026
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Private Trust Co Na 406.00 $10k 0% Jun 2026
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Global Retirement Partners 397.00 $10k -30% Jun 2026
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Fifth Third Bancorp 312.00 $7.9k -1% Jun 2026
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Capital Analysts 265.00 $7.0k 1% Jun 2026
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Mercer Global Advisors 260.00 $6.6k 100% Jun 2026
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Aptus Capital Advisors 258.00 $6.6k 0% Jun 2026
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FMR 198.00 $5.0k -13% Jun 2026
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Lloyd Advisory Services 162.00 $4.1k 9% Jun 2026
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Kingdom Financial Group 150.00 $3.8k 1% Jun 2026
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Covestor 132.00 $3.0k 6% Jun 2026
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UBS Group 120.00 $3.1k 100% Jun 2026
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Evolution Wealth Management 115.00 $2.9k 0% Jun 2026
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Cape Investment Advisory 111.00 $2.8k 100% Jun 2026
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REAP Financial Group 111.00 $2.8k 11% Jun 2026
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Morgan Stanley 97.00 $3.6k -1% Mar 2026
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Continuum Advisory 89.00 $2.3k 100% Jun 2026
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Jpmorgan Chase & Co 87.00 $2.2k 100% Jun 2026
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Quest 10 Wealth Builders 74.00 $1.9k -37% Jun 2026
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O'shaughnessy Asset Management 59.00 $1.5k -69% Jun 2026
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CoreCap Advisors 57.00 $1.5k 0% Jun 2026
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Rossby Financial, LCC 52.00 $1.3k 0% Jun 2026
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Meramec Financial Planners 14.00 $350.000000 100% Jun 2026
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Key Capital Management 9.00 $228.999600 12% Jun 2026
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Who sold out of Spdr Ser Tr?

Fund or Company Name Date Sold Shares Held Valued At
Strategic Financial Planning Mar 2026 30k $3.8M
Citadel Advisors Mar 2026 21k $517k
Susquehanna International Mar 2026 14k $334k
Iams Wealth Management Mar 2026 9.8k $243k
Signature Equity Partners Mar 2026 1.3k $33k
Advisory Services Network Mar 2026 624.00 $16k
Hanson McClain Advisors Mar 2026 225.00 $5.6k
Merkkuri Wealth Advisors Mar 2026 89.00 $2.2k
Pnc Financial Services Mar 2026 27.00 $669.999600