Who owns Spdr Series Trust equity?

Tip: Access positions for across all investors

Analyze quarterly positions in Spdr Series Trust equity with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of Spdr Series Trust equity stock

Who bought or sold Spdr Series Trust equity this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Checchi Capital Advisers 586k $18M 29% Dec 2023
 View chart
Synergy Financial Management 334k $10M 2272% Dec 2023
 View chart
Morgan Stanley 301k $8.2M 98% Sep 2023
 View chart
Bank of America Corporation 273k $8.2M -35% Dec 2023
 View chart
Commonwealth Equity Services 261k $7.8M -1% Dec 2023
 View chart
Lodestar Private Asset Management 256k $7.7M 4% Dec 2023
 View chart
Leuthold Weeden Capital Management 185k $5.5M 2% Dec 2023
 View chart
Raymond James Financial Services Advisors 178k $5.3M -10% Dec 2023
 View chart
State Street Corporation 152k $4.1M 1% Sep 2023
 View chart
Jane Street 143k $4.3M -33% Dec 2023
 View chart
Summit Investment Advisors 143k $4.3M 8% Dec 2023
 View chart
Idaho Trust Bank 130k $3.9M 389% Dec 2023
 View chart
Sykon Capital 123k $3.7M -16% Dec 2023
 View chart
Rathbones Brothers 109k $3.0M -8% Sep 2023
 View chart
Baird Financial 109k $3.3M -15% Dec 2023
 View chart
N.E.W. Advisory Services 105k $3.1M -3% Dec 2023
 View chart
LPL Financial 103k $2.8M -28% Sep 2023
 View chart
Royal Bank of Canada 103k $3.1M -37% Dec 2023
 View chart
Coppell Advisory Solutions 100k $3.0M -13% Dec 2023
 View chart
Tempus Wealth Planning 92k $2.8M 89% Dec 2023
 View chart
Guggenheim Capital, LLC Managers 86k $2.6M 15% Dec 2023
 View chart
AlphaQ Advisors 83k $2.5M 5% Dec 2023
 View chart
Cambridge Investment Research Advisors 82k $2.4M -82% Dec 2023
 View chart
Private Advisory 79k $2.1M 100% Sep 2023
 View chart
Ziegler Capital Management 78k $2.3M 0% Dec 2023
 View chart
Nilsine Partners 61k $1.8M 3% Dec 2023
 View chart
First Trust Advisors 59k $1.6M 2% Sep 2023
 View chart
ProVise Management Group 55k $1.7M 37% Dec 2023
 View chart
Strategic Advocates 54k $1.6M 100% Dec 2023
 View chart
Advisor Group Holdings 51k $1.5M -9% Dec 2023
 View chart
Stifel Financial 48k $1.4M 74% Dec 2023
 View chart
Kestra Advisory Services 44k $1.3M -54% Dec 2023
 View chart
Envestnet Asset Management 43k $1.2M 70% Sep 2023
 View chart
Bank Julius Baer & Co. Ltd, Zurich 40k $1.2M -18% Dec 2023
 View chart
AE Wealth Management 39k $1.1M -77% Dec 2023
 View chart
Lam Group 38k $1.1M 158% Dec 2023
 View chart
Mml Investors Services 38k $1.0M 100% Sep 2023
 View chart
Belpointe Asset Management 33k $904k 100% Sep 2023
 View chart
Goss Wealth Management 32k $854k 6% Sep 2023
 View chart
Janney Montgomery Scott 30k $897k 0% Dec 2023
 View chart
Financial Network Investment Corporation 30k $809k 100% Sep 2023
 View chart
Fisher Investments 28k $823k 100% Dec 2023
 View chart
Vista Private Wealth Partners 26k $691k 1% Sep 2023
 View chart
Columbus Macro 23k $690k 28% Dec 2023
 View chart
We Are One Seven 23k $678k 100% Dec 2023
 View chart
Omega Financial Group 22k $660k -3% Dec 2023
 View chart
Citadel Advisors 18k $538k -12% Dec 2023
 View chart
West Wealth Group 17k $514k -17% Dec 2023
 View chart
Beacon Pointe Advisors 17k $501k -27% Dec 2023
 View chart
Insight Advisors, LLC/ PA 16k $488k -1% Dec 2023
 View chart
Raymond James & Associates 16k $480k 22% Dec 2023
 View chart
HighTower Advisors 14k $416k -69% Dec 2023
 View chart
BTS Asset Management 13k $402k 100% Dec 2023
 View chart
Steward Partners Investment Advisory 12k $353k 19% Dec 2023
 View chart
Susquehanna International 11k $310k 100% Sep 2023
 View chart
H D Vest Advisory Services 11k $339k 0% Dec 2023
 View chart
Cambridge Advisors 10k $311k 0% Dec 2023
 View chart
Wells Fargo & Company 10k $310k -43% Dec 2023
 View chart
Amg National Trust Bank 9.5k $284k 0% Dec 2023
 View chart
Austin Private Wealth 9.0k $268k 100% Dec 2023
 View chart
Cetera Investment Advisers 8.4k $229k 7% Sep 2023
 View chart
Iams Wealth Management 8.3k $249k 100% Dec 2023
 View chart
Towneley Capital Management, Inc / DE 8.3k $248k 100% Dec 2023
 View chart
UBS Group 7.9k $235k -71% Dec 2023
 View chart
Red Lighthouse Investment Management 7.3k $220k -20% Dec 2023
 View chart
Ameritas Advisory Services 7.1k $211k 100% Dec 2023
 View chart
TSA Wealth Managment 6.7k $201k 100% Dec 2023
 View chart
Parallel Advisors 5.9k $177k 0% Dec 2023
 View chart
Tennessee Valley Asset Management Partners 2.3k $68k 100% Dec 2023
 View chart
CFG Asset Management 2.1k $63k -99% Dec 2023
 View chart
Planned Solutions 2.1k $62k 100% Dec 2023
 View chart
Geneos Wealth Management 1.5k $45k 0% Dec 2023
 View chart
Bank Of Montreal 763.00 $23k 0% Dec 2023
 View chart
Sunbelt Securities 494.00 $15k 0% Dec 2023
 View chart
National Bank Of Canada /fi/ 460.00 $14k 0% Dec 2023
 View chart
Transamerica Financial Advisors 412.00 $13k -99% Dec 2023
 View chart
Front Row Advisors 400.00 $12k 0% Dec 2023
 View chart
Advisory Services Network 373.00 $11k -98% Dec 2023
 View chart
Harbour Investments 344.00 $10k 0% Dec 2023
 View chart
Jpmorgan Chase & Co 322.00 $9.6k -98% Dec 2023
 View chart
Glass Jacobson Investment Advisors 275.00 $8.2k 0% Dec 2023
 View chart
Transcendent Capital Group 198.00 $5.9k 100% Dec 2023
 View chart
Pflug Koory 163.00 $4.9k 0% Dec 2023
 View chart
Farther Finance Advisors 98.00 $2.9k 100% Dec 2023
 View chart
Creative Financial Designs 64.00 $1.9k 0% Dec 2023
 View chart
IFP Advisors 32.00 $958.000000 7% Dec 2023
 View chart
Tower Research Capital 11.00 $297.999900 0% Sep 2023
 View chart
Hanson McClain Advisors 2.00 $60.000000 0% Dec 2023
 View chart

Who sold out of Spdr Series Trust equity?

Fund or Company Name Date Sold Shares Held Valued At
Prospera Financial Services Sep 2023 156k $4.2M
Clearview Wealth Advisors Sep 2023 85k $2.3M
Mutual Advisors Sep 2023 54k $1.5M
Transcend Wealth Collective Sep 2023 22k $597k
PFG Investments Sep 2023 15k $401k
Flagship Harbor Advisors Sep 2023 14k $374k
Aurora Private Wealth Sep 2023 11k $292k
Global Retirement Partners Sep 2023 10k $277k
Congress Wealth Management LLC / DE / Sep 2023 10k $275k
Balboa Wealth Partners Sep 2023 9.3k $253k
Coastal Investment Advisors Sep 2023 8.3k $237k
AdvisorNet Financial Sep 2023 500.00 $14k
Hollencrest Securities Sep 2023 65.00 $1.8k
CWM Sep 2023 21.00 $999.999000