Who owns Spdr Series Trust dj ttl mkt etf?
- Ticker: SPTM
- CUSIP Number: 78464A805
Tip: Access positions for across all investors
Analyze quarterly positions in Spdr Series Trust dj ttl mkt etf with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Spdr Series Trust dj ttl mkt etf this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
LPL Financial | 8.8M | $583M | 4% | Jun 2024 |
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Huntington National Bank | 3.5M | $232M | -5% | Jun 2024 |
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CWM | 3.4M | $229M | 5% | Jun 2024 |
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Private Advisor | 3.0M | $197M | -1% | Jun 2024 |
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Envestnet Asset Management | 2.6M | $175M | -5% | Jun 2024 |
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ValMark Advisers | 2.3M | $154M | -1% | Jun 2024 |
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Wealthcare Advisory Partners | 2.2M | $143M | 2% | Jun 2024 |
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Wealth Enhancement Advisory Services | 1.7M | $116M | -10% | Jun 2024 |
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Ameriprise Financial | 1.6M | $101M | 100% | Mar 2024 |
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Rockbridge Investment Management, LCC | 1.5M | $103M | 2% | Jun 2024 |
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Professional Financial Advisors | 1.5M | $99M | 1% | Jun 2024 |
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Shepherd Financial Partners | 1.5M | $97M | 0% | Jun 2024 |
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Syntegra Private Wealth Group | 1.4M | $92M | 4% | Jun 2024 |
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Advisor Group Holdings | 1.3M | $82M | -4% | Mar 2024 |
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RFG Advisory | 1.3M | $85M | 2% | Jun 2024 |
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Morgan Stanley | 1.2M | $81M | 3% | Jun 2024 |
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Strategic Financial Concepts | 1.1M | $59M | 6025% | Jun 2024 |
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Wealthquest | 1.0M | $69M | 6% | Jun 2024 |
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ARS Wealth Advisors Group | 1.0M | $67M | 1% | Jun 2024 |
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Blueprint Investment Partners | 971k | $64M | 27% | Jun 2024 |
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Hanson McClain Advisors | 935k | $63M | 6% | Jun 2024 |
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Keener Financial Planning | 822k | $55M | 5% | Jun 2024 |
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Financial Strategies Group | 760k | $51M | -2% | Jun 2024 |
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Woodard & Co Asset Management Group | 738k | $49M | 5% | Jun 2024 |
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Wells Fargo & Company | 721k | $48M | 0% | Jun 2024 |
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Stratos Wealth Partners | 700k | $46M | 1% | Jun 2024 |
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Weitzel Financial Services | 680k | $45M | -1% | Jun 2024 |
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Bank of America Corporation | 643k | $43M | -18% | Jun 2024 |
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Rinkey Investments | 640k | $43M | 2% | Jun 2024 |
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Legacy Private Trust | 637k | $42M | 95% | Jun 2024 |
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HPM Partners | 588k | $39M | -2% | Jun 2024 |
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Winch Advisory Services | 561k | $37M | 2% | Jun 2024 |
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Modern Wealth Management | 560k | $36M | 100% | Mar 2024 |
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Royal Harbor Partners | 555k | $37M | -1% | Jun 2024 |
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Portfolio Strategies | 552k | $37M | 1% | Jun 2024 |
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Baltimore-Washington Financial Advisors | 549k | $36M | 8% | Jun 2024 |
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Rosenberg Matthew Hamilton | 525k | $35M | -8% | Jun 2024 |
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Jaffetilchin Investment Partners | 523k | $35M | 2% | Jun 2024 |
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Raymond James Financial Services Advisors | 504k | $34M | 2% | Jun 2024 |
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Symphony Financial | 502k | $33M | 5% | Jun 2024 |
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Treasure Coast Financial Planning | 490k | $33M | -4% | Jun 2024 |
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Park Avenue Securities | 469k | $31M | -5% | Jun 2024 |
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GM Advisory | 451k | $30M | 0% | Jun 2024 |
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Charles Schwab Investment Management | 449k | $30M | -10% | Jun 2024 |
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SigFig Wealth Management | 409k | $25M | -8% | Jun 2024 |
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VisionPoint Advisory Group | 409k | $27M | -2% | Jun 2024 |
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Warren Averett Asset Management | 406k | $26M | 100% | Mar 2024 |
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N.E.W. Advisory Services | 398k | $26M | 3% | Jun 2024 |
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Advisors Capital Management | 381k | $25M | 19% | Jun 2024 |
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Boston Standard Wealth Management | 361k | $24M | 0% | Jun 2024 |
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Aquire Wealth Advisors | 340k | $22M | -1% | Mar 2024 |
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Geneos Wealth Management | 322k | $21M | 7% | Jun 2024 |
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RVW Wealth | 318k | $21M | -4% | Jun 2024 |
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Fox Financial | 318k | $21M | -3% | Jun 2024 |
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Capasso Planning Partners | 313k | $20M | 5% | Mar 2024 |
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Jacobi Capital Management | 312k | $21M | 30% | Jun 2024 |
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Equitable Holdings | 311k | $21M | 3% | Jun 2024 |
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DORVAL Corp | 309k | $20M | 1% | Jun 2024 |
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Callan Capital | 296k | $20M | -1% | Jun 2024 |
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 289k | $19M | -1% | Jun 2024 |
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Money Concepts Capital Corp | 279k | $19M | -2% | Jun 2024 |
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Compass Financial Group | 270k | $18M | -2% | Jun 2024 |
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Parallel Advisors | 259k | $17M | -5% | Jun 2024 |
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Pure Financial Advisors | 246k | $16M | -3% | Jun 2024 |
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Mariner Wealth Advisors | 238k | $16M | 1% | Jun 2024 |
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Cambridge Investment Research Advisors | 233k | $16M | -34% | Jun 2024 |
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Wintrust Financial Corporation | 221k | $15M | -18% | Jun 2024 |
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Goldman Sachs Group | 213k | $14M | 14% | Jun 2024 |
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Solano Wealth Management | 209k | $14M | 7% | Jun 2024 |
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BIP Wealth | 196k | $13M | -18% | Jun 2024 |
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AIFG Consultants | 196k | $13M | -9% | Jun 2024 |
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Branch Banking & Trust Company | 189k | $13M | -3% | Jun 2024 |
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Retirement Capital Strategies | 188k | $12M | -26% | Mar 2024 |
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Capital Advisory Group Advisory Services | 185k | $12M | 4% | Jun 2024 |
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IAG Wealth Partners | 184k | $12M | -3% | Jun 2024 |
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Mml Investors Services | 182k | $12M | 3% | Jun 2024 |
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Bridgewealth Advisory Group | 180k | $12M | 8% | Jun 2024 |
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Sentinel Pension Advisors | 177k | $12M | 0% | Jun 2024 |
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United Capital Financial Advisers | 173k | $12M | -5% | Jun 2024 |
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Snowden Capital Advisors | 170k | $11M | 2% | Jun 2024 |
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Ervin Investment Management | 166k | $11M | 0% | Jun 2024 |
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Facet Wealth | 162k | $11M | -18% | Jun 2024 |
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Jpmorgan Chase & Co | 158k | $11M | 9% | Jun 2024 |
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G&S Capital | 157k | $11M | 4% | Jun 2024 |
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Balentine | 156k | $10M | -5% | Jun 2024 |
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Evensky & Katz | 156k | $10M | -4% | Jun 2024 |
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Beacon Financial | 155k | $10M | -3% | Jun 2024 |
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Financial Enhancement | 154k | $10M | -6% | Jun 2024 |
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Investors Research Corp | 153k | $10M | -1% | Jun 2024 |
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HBW Advisory Services | 152k | $10M | 77% | Jun 2024 |
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Zhang Financial | 151k | $10M | 12% | Jun 2024 |
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Larson Financial Group | 148k | $9.8M | -4% | Jun 2024 |
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Krueger & Catalano Capital Partners | 146k | $9.7M | 11% | Jun 2024 |
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Arete Wealth Advisors | 145k | $9.3M | 3% | Mar 2024 |
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Creative Planning | 143k | $9.5M | -1% | Jun 2024 |
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Astor Investment Management | 139k | $9.2M | -15% | Jun 2024 |
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Iron Financial | 136k | $9.0M | -8% | Jun 2024 |
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Integrated Wealth Concepts | 129k | $8.6M | -3% | Jun 2024 |
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Cannon Financial Strategists | 127k | $8.4M | -1% | Jun 2024 |
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Perennial Investment Advisors | 122k | $8.1M | -5% | Jun 2024 |
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PAX Financial Group | 122k | $8.1M | -4% | Jun 2024 |
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Commonwealth Equity Services | 119k | $7.9M | -10% | Jun 2024 |
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Capital Analysts | 117k | $7.5M | -10% | Mar 2024 |
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Trilogy Capital | 115k | $7.7M | 16% | Jun 2024 |
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Cary Street Partner Investment Advisory | 114k | $7.5M | -7% | Jun 2024 |
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IHT Wealth Management | 113k | $7.2M | -5% | Mar 2024 |
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Bensler | 110k | $7.3M | 6% | Jun 2024 |
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Two Sigma Investments | 109k | $7.3M | -6% | Jun 2024 |
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Kestra Advisory Services | 108k | $7.2M | 1% | Jun 2024 |
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SFG Wealth Management | 106k | $7.0M | 2% | Jun 2024 |
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Western Wealth Management | 105k | $7.0M | 5% | Jun 2024 |
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Treynor Bancshares | 103k | $6.9M | -43% | Jun 2024 |
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Flagship Harbor Advisors | 101k | $6.5M | 1% | Mar 2024 |
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Redwood Financial Network Corp | 100k | $6.6M | 8% | Jun 2024 |
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KWB Wealth | 98k | $6.3M | 0% | Jun 2024 |
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Captrust Financial Advisors | 98k | $6.5M | 4% | Jun 2024 |
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UBS Group | 97k | $6.2M | -15% | Mar 2024 |
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Savant Capital Management | 96k | $6.4M | 9% | Jun 2024 |
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FreeGulliver | 95k | $6.3M | 100% | Jun 2024 |
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Global Retirement Partners | 93k | $6.2M | 2% | Jun 2024 |
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Cascade Investment Group | 92k | $6.1M | 0% | Jun 2024 |
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Tempus Wealth Planning | 91k | $6.0M | -4% | Jun 2024 |
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WNY Asset Management | 90k | $6.0M | -4% | Jun 2024 |
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Harbour Investments | 90k | $5.9M | -2% | Jun 2024 |
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Collaborative Wealth Managment | 88k | $5.8M | 0% | Jun 2024 |
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XML Financial | 88k | $5.8M | -1% | Jun 2024 |
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Mutual Advisors | 87k | $5.8M | -2% | Jun 2024 |
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Two Sigma Advisers | 87k | $5.7M | 65% | Jun 2024 |
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Cabot Money Management | 85k | $5.6M | 28% | Jun 2024 |
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Raymond James & Associates | 84k | $5.6M | -1% | Jun 2024 |
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Breakwater Investment Management | 84k | $5.5M | 0% | Jun 2024 |
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Sterneck Capital Management | 81k | $5.4M | -2% | Jun 2024 |
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Isthmus Partners | 78k | $5.2M | 1% | Jun 2024 |
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Values Added Financial | 76k | $5.0M | 0% | Jun 2024 |
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Integrated Capital Management | 76k | $5.0M | -1% | Jun 2024 |
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Exchange Capital Management | 74k | $4.9M | 7% | Jun 2024 |
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Cetera Investment Advisers | 73k | $4.9M | -9% | Jun 2024 |
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Peterson Wealth Advisors | 72k | $4.8M | -9% | Jun 2024 |
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Royal Bank of Canada | 72k | $4.8M | -23% | Jun 2024 |
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CI Private Wealth | 72k | $4.8M | 7% | Jun 2024 |
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TKG Advisors | 71k | $4.7M | 8% | Jun 2024 |
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Slagle Financial | 71k | $4.7M | -2% | Jun 2024 |
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Roundview Capital | 70k | $4.6M | -3% | Jun 2024 |
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Orca Investment Management | 67k | $4.5M | 2% | Jun 2024 |
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Austin Wealth Management | 67k | $4.5M | 0% | Jun 2024 |
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Aldebaran Financial | 66k | $4.4M | 15% | Jun 2024 |
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Journey Advisory Group | 66k | $4.4M | -1% | Jun 2024 |
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BEAM Asset Management | 66k | $4.4M | 100% | Jun 2024 |
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Benedetti & Gucer | 66k | $4.2M | 0% | Mar 2024 |
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HighTower Advisors | 64k | $4.3M | 0% | Jun 2024 |
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_Sentinel Trust Company, LBA______________ | 63k | $4.2M | -45% | Jun 2024 |
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Foundations Investment Advisors | 41k | $2.7M | -78% | Jun 2024 |
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Susquehanna International | 14k | $943k | -91% | Jun 2024 |
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Who sold out of Spdr Series Trust dj ttl mkt etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Summit Investment Advisory Services | Mar 2024 | 129k | $8.3M |
Financial Management Professionals | Mar 2024 | 109k | $7.0M |
Congress Wealth Management LLC / DE / | Dec 2023 | 71k | $4.1M |