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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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 |
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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 |
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Nbc Securities | 2.3k | $224k | -67% | Mar 2024 |
|
GeoWealth Management | 0 | $0 | -100% | Mar 2024 |
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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 |