Who owns SPDR SER TR?
- Ticker: BILS
- CUSIP Number: 78468r523
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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 1.8M | $182M | -7% | Mar 2024 |
|
| CWM | 1.7M | $168M | -3% | Mar 2024 |
|
| LPL Financial | 1.7M | $165M | 27% | Mar 2024 |
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| Advisor Group Holdings | 779k | $78M | 6% | Mar 2024 |
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| Ameriprise Financial | 479k | $47M | -14% | Mar 2024 |
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| Sargent Investment Group | 452k | $45M | 15% | Mar 2024 |
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| Coldstream Capital Management | 451k | $45M | 27% | Dec 2023 |
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| Envestnet Asset Management | 389k | $39M | -9% | Mar 2024 |
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| Royal Bank of Canada | 386k | $38M | 9% | Mar 2024 |
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| Partners Capital Investment Group | 379k | $38M | -40% | Mar 2024 |
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| Proficio Capital Partners | 309k | $30M | -53% | Mar 2024 |
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| Stephens | 294k | $29M | 3% | Mar 2024 |
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| Fortis Group Advisors | 274k | $27M | -55% | Mar 2024 |
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| Commonwealth Equity Services | 265k | $26M | 9% | Mar 2024 |
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| Pecaut & Co. | 245k | $24M | 9% | Mar 2024 |
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| Altiora Financial Group | 226k | $23M | 80% | Mar 2024 |
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| CWA Asset Management | 224k | $22M | 61% | Mar 2024 |
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| Napa Wealth Management | 192k | $19M | 100% | Dec 2023 |
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| TMD Wealth Management | 190k | $19M | 12% | Mar 2024 |
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| Waldron | 184k | $18M | -7% | Mar 2024 |
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| NDWM | 184k | $18M | -1% | Mar 2024 |
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| Choate Investment Advisors | 163k | $16M | 65% | Mar 2024 |
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| Ashton Thomas Private Wealth | 161k | $16M | -10% | Mar 2024 |
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| Iams Wealth Management | 160k | $16M | 26% | Mar 2024 |
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| Peak Asset Management | 140k | $14M | 5% | Mar 2024 |
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| UBS Group | 137k | $14M | 14% | Mar 2024 |
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| Kelman-Lazarov | 136k | $14M | -13% | Mar 2024 |
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| Raymond James & Associates | 132k | $13M | -41% | Mar 2024 |
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| Delos Wealth Advisors | 132k | $13M | 1% | Mar 2024 |
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| Jane Street | 121k | $12M | 1560% | Mar 2024 |
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| Portland Global Advisors | 111k | $11M | 100% | Mar 2024 |
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| Beacon Capital Management | 111k | $11M | -9% | Mar 2024 |
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| HPM Partners | 110k | $11M | -3% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 109k | $11M | 3558% | Mar 2024 |
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| Integrated Wealth Concepts | 108k | $11M | 45% | Mar 2024 |
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| Treasure Coast Financial Planning | 108k | $11M | 2% | Mar 2024 |
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| Prospera Financial Services | 100k | $9.9M | -27% | Dec 2023 |
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| Flagship Harbor Advisors | 98k | $9.8M | -49% | Mar 2024 |
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| Austin Wealth Management | 94k | $9.3M | 13% | Dec 2023 |
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| Legacy CG | 92k | $9.1M | -24% | Mar 2024 |
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| EP Wealth Advisors | 90k | $8.9M | 0% | Dec 2023 |
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| Branch Banking & Trust Company | 85k | $8.5M | -59% | Mar 2024 |
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| Ronald Blue Trust | 84k | $8.4M | 88% | Mar 2024 |
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| Oakmont Partners | 80k | $7.9M | -38% | Mar 2024 |
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| Financial Advocates Investment Management | 79k | $7.8M | 21% | Mar 2024 |
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| Private Advisor | 75k | $7.5M | -10% | Mar 2024 |
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| Kestra Advisory Services | 70k | $6.9M | 18% | Dec 2023 |
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| Global Assets Advisory | 68k | $685k | 100% | Mar 2024 |
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| Stratos Wealth Partners | 65k | $6.4M | 56% | Mar 2024 |
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| Woodard & Co Asset Management Group | 57k | $5.6M | -5% | Mar 2024 |
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| CoreCap Advisors | 56k | $5.6M | 36% | Dec 2023 |
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| Centaurus Financial | 56k | $5.5M | -57% | Mar 2024 |
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| Priebe Wealth Holdings | 52k | $5.2M | 19% | Mar 2024 |
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| Kingfisher Capital | 51k | $5.1M | 0% | Mar 2024 |
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| D. J. St. Germain | 51k | $5.1M | -3% | Dec 2023 |
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| Wells Fargo & Company | 50k | $5.0M | 20113% | Mar 2024 |
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| Quadrant Capital | 50k | $5.0M | 12% | Mar 2024 |
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| Rockefeller Capital Management | 50k | $5.0M | 247% | Dec 2023 |
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| Auour Investments | 49k | $4.8M | 20% | Mar 2024 |
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| One Day In July | 49k | $4.8M | 1479% | Mar 2024 |
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| Atria Investments | 46k | $4.6M | 106% | Dec 2023 |
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| Curi Wealth Management | 44k | $4.4M | 5% | Dec 2023 |
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| Goss Wealth Management | 42k | $4.2M | -51% | Mar 2024 |
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| Citadel Advisors | 42k | $4.1M | 100% | Mar 2024 |
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| Gyl Financial Synergies | 41k | $4.1M | -9% | Dec 2023 |
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| Eagle Bay Advisors | 38k | $3.8M | -20% | Mar 2024 |
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| Studio Investment Management | 37k | $3.7M | 27% | Mar 2024 |
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| Horizon Family Wealth | 35k | $3.5M | 212% | Mar 2024 |
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| Janney Montgomery Scott | 35k | $3.4M | -38% | Mar 2024 |
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| IFP Advisors | 35k | $3.4M | 14% | Dec 2023 |
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| Raymond James Financial Services Advisors | 34k | $3.4M | -63% | Mar 2024 |
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| Susquehanna International | 34k | $3.3M | 31% | Mar 2024 |
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| Vectors Research Management | 33k | $3.3M | -4% | Dec 2023 |
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| Onyx Bridge Wealth Group | 33k | $3.3M | 14% | Mar 2024 |
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| Courier Capital Corp | 33k | $3.3M | -2% | Mar 2024 |
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| Running Point Capital Advisors | 32k | $3.2M | 100% | Mar 2024 |
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| Private Portfolio Partners | 31k | $3.1M | -10% | Mar 2024 |
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| Pine Valley Investments Ltd Liability | 30k | $3.0M | -6% | Mar 2024 |
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| Carr Financial Group Corp | 29k | $2.9M | -21% | Mar 2024 |
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| DB Wealth Management Group | 27k | $2.7M | -15% | Dec 2023 |
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| Schwab Charitable Fund | 25k | $2.5M | 1% | Mar 2024 |
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| Alpha Financial Partners | 25k | $2.4M | 2% | Mar 2024 |
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| Fairbanks Capital Management | 24k | $2.2M | 399% | Mar 2024 |
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| Orion Portfolio Solutions | 24k | $2.4M | -15% | Mar 2024 |
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| Mariner Wealth Advisors | 24k | $2.4M | 68% | Mar 2024 |
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| Cambridge Investment Research Advisors | 24k | $2.3M | -14% | Mar 2024 |
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| Money Concepts Capital Corp | 23k | $2.3M | -68% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 22k | $2.2M | 59% | Mar 2024 |
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| Stratos Wealth Advisors | 20k | $2.0M | -18% | Mar 2024 |
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| Ameritas Advisory Services | 20k | $2.0M | -60% | Dec 2023 |
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| Townsquare Capital | 19k | $1.9M | -27% | Mar 2024 |
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| H D Vest Advisory Services | 18k | $1.8M | 10% | Mar 2024 |
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| Acorn Financial Advisory Services | 18k | $1.8M | 412% | Mar 2024 |
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| Anson Capital | 17k | $1.7M | 83% | Mar 2024 |
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| Leucadia National Corporation | 17k | $1.7M | 327% | Mar 2024 |
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| Sightline Wealth Advisors | 17k | $1.7M | 100% | Mar 2024 |
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| Eagle Strategies | 16k | $1.6M | 100% | Mar 2024 |
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| Long Run Wealth Advisors | 16k | $1.5M | 100% | Mar 2024 |
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| Sheets Smith Wealth Management | 15k | $1.5M | 18% | Mar 2024 |
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| Parsons Capital Management | 15k | $1.5M | 1% | Mar 2024 |
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| Smart Money Group | 15k | $1.5M | 17% | Mar 2024 |
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| Kestra Private Wealth Services | 15k | $1.5M | 24% | Mar 2024 |
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| Capital Advisors | 15k | $1.4M | 8% | Mar 2024 |
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| MCF Advisors | 14k | $1.4M | -13% | Mar 2024 |
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| Smartleaf Asset Management | 14k | $1.4M | -43% | Mar 2024 |
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| Advance Capital Management | 14k | $1.4M | -74% | Mar 2024 |
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| WJ Wealth Management | 14k | $1.4M | -42% | Mar 2024 |
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| Kohmann Bosshard Financial Services | 13k | $1.3M | 0% | Mar 2024 |
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| Atria Wealth Solutions | 13k | $1.3M | 22% | Mar 2024 |
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| Concurrent Investment Advisors | 13k | $1.3M | 158% | Mar 2024 |
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| Total Clarity Wealth Management | 12k | $1.2M | -43% | Mar 2024 |
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| DBK Financial Counsel | 12k | $1.2M | 100% | Mar 2024 |
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| Clear Creek Financial Management | 11k | $1.1M | -7% | Mar 2024 |
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| Stifel Financial | 11k | $1.1M | -24% | Mar 2024 |
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| Apex Investment Services | 11k | $1.1M | 305% | Mar 2024 |
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| Lido Advisors | 10k | $1.0M | 0% | Mar 2024 |
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| Meridian Management | 10k | $1.0M | 6% | Mar 2024 |
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| Goldman Sachs Group | 10k | $995k | 100% | Mar 2024 |
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| RiverTree Advisors | 9.4k | $931k | -31% | Mar 2024 |
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| Journey Strategic Wealth | 9.2k | $917k | 100% | Mar 2024 |
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| Insight 2811 | 9.1k | $900k | 0% | Mar 2024 |
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| Values First Advisors | 9.0k | $891k | -26% | Mar 2024 |
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| Beacon Wealthcare | 9.0k | $891k | 1% | Mar 2024 |
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| Western Wealth Management | 8.9k | $885k | 34% | Mar 2024 |
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| Hibernia Wealth Partners | 8.9k | $881k | 100% | Mar 2024 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8.3k | $824k | 100% | Mar 2024 |
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| Keystone Financial Group | 8.0k | $793k | 32% | Mar 2024 |
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| Putnam Fl Investment Management | 7.8k | $778k | 3% | Mar 2024 |
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| Stonebridge Financial Planning Group | 7.6k | $757k | 2% | Mar 2024 |
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| Wagner Bowman Management | 7.5k | $749k | -11% | Mar 2024 |
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| HighTower Advisors | 7.5k | $745k | -11% | Mar 2024 |
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| Captrust Financial Advisors | 7.4k | $739k | 100% | Mar 2024 |
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| ValMark Advisers | 7.4k | $739k | 32% | Mar 2024 |
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| Coastal Investment Advisors | 7.1k | $706k | 4% | Mar 2024 |
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| Sound Financial Strategies Group | 7.0k | $693k | -3% | Mar 2024 |
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| Northwest Capital Management | 7.0k | $692k | -7% | Mar 2024 |
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| DGS Capital Management | 6.6k | $654k | 100% | Mar 2024 |
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| Private Trust Co Na | 6.3k | $630k | -3% | Mar 2024 |
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| Advisory Services Network | 6.2k | $615k | -2% | Mar 2024 |
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| True Wealth Design | 5.9k | $584k | -20% | Mar 2024 |
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| Hrt Financial | 5.7k | $567k | 100% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 5.2k | $515k | 100% | Mar 2024 |
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| Pekin, Singer Strauss Asset Management | 5.0k | $497k | -29% | Mar 2024 |
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| Vertex Planning Partners | 4.7k | $467k | -14% | Mar 2024 |
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| Beacon Pointe Advisors | 4.7k | $463k | 100% | Dec 2023 |
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| Nemes Rush Group | 4.5k | $452k | 48% | Mar 2024 |
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| PFG Advisors | 4.5k | $443k | -56% | Mar 2024 |
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| NavPoint Financial | 4.4k | $438k | 2% | Mar 2024 |
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| Financial Counselors | 4.3k | $432k | 100% | Mar 2024 |
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| Brown Brothers Harriman & Co. | 4.3k | $430k | 100% | Mar 2024 |
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| Wealthcare Advisory Partners | 4.3k | $430k | -27% | Mar 2024 |
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| WealthTrust Asset Management | 4.3k | $429k | -83% | Mar 2024 |
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| Waterloo Capital | 4.2k | $417k | -12% | Mar 2024 |
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| Fortis Capital Advisors | 3.2k | $321k | -82% | Mar 2024 |
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| Belpointe Asset Management | 3.2k | $321k | -94% | Mar 2024 |
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| United Capital Financial Advisers | 2.9k | $293k | -37% | Mar 2024 |
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| Trinity Legacy Partners | 2.9k | $291k | -93% | Mar 2024 |
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| Jacobi Capital Management | 2.9k | $285k | -83% | Mar 2024 |
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| Atlas Private Wealth Advisors | 2.6k | $263k | -96% | Mar 2024 |
|
| Nbc Securities | 2.3k | $224k | -67% | Mar 2024 |
|
| GeoWealth Management | 0 | $0 | -100% | Mar 2024 |
|
Who sold out of Spdr Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Petredis Investment Advisors | Sep 2023 | 254k | $25M |
| AlphaCore Capital | Sep 2023 | 126k | $13M |
| Warren Averett Asset Management | Dec 2023 | 123k | $12M |
| Smithfield Trust Company | Dec 2023 | 57k | $5.7M |
| IPG Investment Advisors | Sep 2023 | 48k | $4.8M |
| Thrivent Financial for Lutherans | Sep 2023 | 36k | $3.6M |
| Arete Wealth Advisors | Dec 2023 | 9.5k | $938k |
| Resources Investment Advisors | Sep 2023 | 7.9k | $788k |
| Baker Tilly Financial | Dec 2023 | 6.9k | $680k |
| Wolverine Trading | Dec 2023 | 5.1k | $510k |