CUSIP 78464A516
SPDR SERIES TRUST
193 institutions · $682.3M total · 30,200,341 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Cerity Partners OCIO LLC | 7,431,984 | $167.4M | 24.60% | 2025-12-31 |
| 2 | MORGAN STANLEY | 3,095,726 | $69.7M | 10.25% | 2025-12-31 |
| 3 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2,759,114 | $62.2M | 9.13% | 2025-12-31 |
| 4 | Checchi Capital Advisers, LLC | 1,532,256 | $34.5M | 5.07% | 2025-12-31 |
| 5 | Creative Planning | 1,099,785 | $24.8M | 3.64% | 2025-12-31 |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 925,631 | $20.9M | 3.06% | 2025-12-31 |
| 7 | LEUTHOLD GROUP, LLC | 832,892 | $18.8M | 2.75% | 2025-12-31 |
| 8 | GOULD ASSET MANAGEMENT LLC /CA/ | 678,111 | $15.3M | 2.24% | 2025-12-31 |
| 9 | GOLDMAN SACHS GROUP INC | 625,925 | $14.1M | 2.07% | 2025-12-31 |
| 10 | TECTONIC ADVISORS LLC | 584,925 | $13.2M | 1.93% | 2025-12-31 |
| 11 | Walkner Condon Financial Advisors LLC | 460,268 | $10.4M | 1.52% | 2025-12-31 |
| 12 | JANE STREET GROUP, LLC | 458,947 | $10.3M | 1.51% | 2025-12-31 |
| 13 | FLC Capital Advisors | 434,297 | $9.8M | 1.43% | 2025-12-31 |
| 14 | CITIGROUP INC | 432,397 | $9.7M | 1.43% | 2025-12-31 |
| 15 | LPL Financial LLC | 426,296 | $9.6M | 1.41% | 2025-12-31 |
| 16 | Financial Engines Advisors L.L.C. | 397,095 | $8.9M | 1.31% | 2025-12-31 |
| 17 | Net Worth Advisory Group | 380,616 | $8.6M | 1.26% | 2025-12-31 |
| 18 | WealthShield Partners, LLC | 353,597 | $8.0M | 1.17% | 2025-12-31 |
| 19 | BANK OF AMERICA CORP /DE/ | 329,639 | $7.6M | 1.09% | 2025-12-31 |
| 20 | Cetera Investment Advisers | 324,099 | $7.3M | 1.07% | 2025-12-31 |
| 21 | Ackerman Capital Advisors, LLC | 299,627 | $6.8M | 0.99% | 2025-12-31 |
| 22 | Blueprint Investment Partners LLC | 289,700 | $6.5M | 0.95% | 2025-12-31 |
| 23 | rebel Financial LLC | 0 | $6.3M | 0.00% | 2025-09-30 |
| 24 | Upper Left Wealth Management, LLC | 266,826 | $6.0M | 0.88% | 2025-12-31 |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 256,427 | $5.8M | 0.84% | 2025-12-31 |
| 26 | MML INVESTORS SERVICES, LLC | 227,079 | $5.1M | 0.75% | 2025-12-31 |
| 27 | AMERIPRISE FINANCIAL INC | 223,620 | $5.0M | 0.74% | 2025-12-31 |
| 28 | Lifestyle Asset Management, Inc. | 220,522 | $5.0M | 0.73% | 2025-12-31 |
| 29 | NewSquare Capital LLC | 207,217 | $4.7M | 0.68% | 2025-12-31 |
| 30 | CROBAN | 205,730 | $4.6M | 0.68% | 2025-12-31 |
| 31 | ASSETMARK, INC | 200,518 | $4.5M | 0.66% | 2025-12-31 |
| 32 | RWA WEALTH PARTNERS, LLC | 181,952 | $4.3M | 0.60% | 2025-06-30 |
| 33 | Blueprint Financial Advisors LLC | 189,084 | $4.3M | 0.62% | 2025-12-31 |
| 34 | MACKENZIE FINANCIAL CORP | 173,005 | $3.9M | 0.57% | 2025-12-31 |
| 35 | UBS Group AG | 142,083 | $3.2M | 0.47% | 2025-12-31 |
| 36 | RFG Advisory, LLC | 137,376 | $3.1M | 0.45% | 2025-12-31 |
| 37 | Baron Financial Group, LLC | 132,621 | $3.0M | 0.43% | 2025-12-31 |
| 38 | WELLS FARGO & COMPANY/MN | 125,000 | $2.8M | 0.41% | 2025-12-31 |
| 39 | Quadrature Capital Ltd | 108,872 | $2.5M | 0.36% | 2025-12-31 |
| 40 | Envestnet Portfolio Solutions, Inc. | 102,981 | $2.3M | 0.34% | 2025-12-31 |
| 41 | Quent Long Short Global Small Cap Fund, LP | 102,931 | $2.3M | 0.34% | 2025-12-31 |
| 42 | Quent Capital, LLC | 102,931 | $2.3M | 0.34% | 2025-12-31 |
| 43 | Forefront Analytics, LLC | 88,982 | $2.1M | 0.29% | 2025-06-30 |
| 44 | JONES FINANCIAL COMPANIES LLLP | 90,814 | $2.0M | 0.30% | 2025-12-31 |
| 45 | OSAIC HOLDINGS, INC. | 90,367 | $2.0M | 0.29% | 2025-12-31 |
| 46 | PNC Financial Services Group, Inc. | 80,762 | $1.8M | 0.26% | 2025-12-31 |
| 47 | RAYMOND JAMES FINANCIAL INC | 74,983 | $1.7M | 0.24% | 2025-12-31 |
| 48 | PRELUDE CAPITAL MANAGEMENT, LLC | 73,150 | $1.7M | 0.24% | 2025-09-30 |
| 49 | Auour Investments LLC | 72,571 | $1.6M | 0.24% | 2025-12-31 |
| 50 | Buck Wealth Strategies, LLC | 71,776 | $1.6M | 0.23% | 2025-12-31 |
| 51 | MERCER GLOBAL ADVISORS INC /ADV | 64,223 | $1.4M | 0.21% | 2025-12-31 |
| 52 | RENAISSANCE TECHNOLOGIES LLC | 61,750 | $1.4M | 0.20% | 2025-09-30 |
| 53 | Cerity Partners LLC | 62,968 | $1.4M | 0.20% | 2025-12-31 |
| 54 | Royal Bank of Canada | 61,277 | $1.4M | 0.20% | 2025-12-31 |
| 55 | VanderPol Investments L.L.C. | 59,277 | $1.3M | 0.19% | 2025-12-31 |
| 56 | Cullen/Frost Bankers, Inc. | 57,822 | $1.3M | 0.19% | 2025-12-31 |
| 57 | SYKON CAPITAL LLC | 57,495 | $1.3M | 0.19% | 2025-12-31 |
| 58 | Foundations Investment Advisors, LLC | 56,580 | $1.3M | 0.18% | 2025-12-31 |
| 59 | STIFEL FINANCIAL CORP | 55,977 | $1.3M | 0.18% | 2025-12-31 |
| 60 | Spartan Planning & Wealth Management | 50,293 | $1.1M | 0.16% | 2025-12-31 |
| 61 | Pure Financial Advisors, LLC | 49,432 | $1.1M | 0.16% | 2025-12-31 |
| 62 | Pathstone Holdings, LLC | 45,011 | $1.0M | 0.14% | 2025-12-31 |
| 63 | HANCOCK WHITNEY CORP | 44,045 | $992.3K | 0.14% | 2025-12-31 |
| 64 | CITADEL ADVISORS LLC | 43,118 | $971.4K | 0.14% | 2025-12-31 |
| 65 | Convergence Financial, LLC | 36,325 | $818.4K | 0.12% | 2025-12-31 |
| 66 | Golden State Equity Partners | 33,102 | $777.6K | 0.10% | 2025-06-30 |
| 67 | Tennessee Valley Asset Management Partners | 33,512 | $755.0K | 0.11% | 2025-12-31 |
| 68 | Cresset Asset Management, LLC | 31,811 | $747.2K | 0.10% | 2025-12-31 |
| 69 | Worth Asset Management, LLC | 31,347 | $736.3K | 0.10% | 2025-06-30 |
| 70 | Legacy Wealth Asset Management, LLC | 32,331 | $728.4K | 0.10% | 2025-12-31 |
| 71 | ECLECTIC ASSOCIATES INC /ADV | 31,500 | $709.7K | 0.10% | 2025-12-31 |
| 72 | Smartleaf Asset Management LLC | 29,736 | $670.8K | 0.09% | 2025-12-31 |
| 73 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 27,266 | $614.3K | 0.09% | 2025-12-31 |
| 74 | AVALON CAPITAL MANAGEMENT | 26,839 | $604.7K | 0.08% | 2025-12-31 |
| 75 | &PARTNERS | 22,005 | $598.4K | 0.07% | 2025-12-31 |
| 76 | JPMORGAN CHASE & CO | 24,261 | $546.6K | 0.08% | 2025-12-31 |
| 77 | COMERICA BANK | 24,086 | $542.6K | 0.07% | 2025-12-31 |
| 78 | OPPENHEIMER & CO INC | 22,885 | $537.6K | 0.07% | 2025-06-30 |
| 79 | Concurrent Investment Advisors, LLC | 22,902 | $516.0K | 0.07% | 2025-12-31 |
| 80 | Atria Investments, Inc | 22,881 | $515.5K | 0.07% | 2025-12-31 |
| 81 | First Heartland Consultants, Inc. | 22,130 | $498.6K | 0.07% | 2025-12-31 |
| 82 | FIDUCIARY FINANCIAL GROUP, LLC | 21,228 | $478.3K | 0.07% | 2025-12-31 |
| 83 | Kestra Advisory Services, LLC | 21,172 | $477.0K | 0.07% | 2025-12-31 |
| 84 | PRINCIPAL SECURITIES, INC. | 20,984 | $472.8K | 0.06% | 2025-12-31 |
| 85 | Fifth Third Securities, Inc. | 20,918 | $471.3K | 0.06% | 2025-12-31 |
| 86 | Annex Advisory Services, LLC | 19,408 | $446.4K | 0.06% | 2025-09-30 |
| 87 | SATOVSKY ASSET MANAGEMENT LLC | 19,510 | $439.6K | 0.06% | 2025-12-31 |
| 88 | CHOREO, LLC | 19,025 | $429.2K | 0.06% | 2025-12-31 |
| 89 | Vontobel Holding Ltd. | 18,938 | $426.7K | 0.06% | 2025-12-31 |
| 90 | CARDIFF PARK ADVISORS, LLC | 18,435 | $415.3K | 0.06% | 2025-12-31 |
| 91 | HighTower Advisors, LLC | 17,431 | $409.5K | 0.05% | 2025-06-30 |
| 92 | Global View Capital Management LLC | 17,805 | $401.1K | 0.05% | 2025-12-31 |
| 93 | Snowden Capital Advisors LLC | 16,787 | $378.2K | 0.05% | 2025-12-31 |
| 94 | Csenge Advisory Group | 15,350 | $345.8K | 0.05% | 2025-12-31 |
| 95 | FSM Wealth Advisors, LLC | 14,700 | $331.2K | 0.04% | 2025-12-31 |
| 96 | CLIENT 1ST ADVISORY GROUP, LLC | 14,067 | $330.4K | 0.04% | 2025-06-30 |
| 97 | STATE STREET CORP | 14,272 | $321.5K | 0.04% | 2025-12-31 |
| 98 | CW Advisors, LLC | 13,522 | $317.7K | 0.04% | 2025-06-30 |
| 99 | SeaCrest Wealth Management, LLC | 12,913 | $293.0K | 0.04% | 2025-09-30 |
| 100 | XTX Topco Ltd | 12,237 | $287.4K | 0.04% | 2025-06-30 |
| 101 | Post Resch Tallon Group Inc. | 12,713 | $286.4K | 0.04% | 2025-12-31 |
| 102 | RPg Family Wealth Advisory, LLC | 12,565 | $283.1K | 0.04% | 2025-12-31 |
| 103 | TRUIST FINANCIAL CORP | 12,331 | $277.8K | 0.04% | 2025-12-31 |
| 104 | 4Thought Financial Group Inc. | 12,247 | $275.9K | 0.04% | 2025-12-31 |
| 105 | Summit Financial, LLC | 12,096 | $272.5K | 0.04% | 2025-12-31 |
| 106 | Risk Paradigm Group, LLC | 11,828 | $266.5K | 0.03% | 2025-12-31 |
| 107 | ARWA LLC | 11,785 | $265.5K | 0.03% | 2025-12-31 |
| 108 | World Investment Advisors | 11,969 | $255.8K | 0.03% | 2025-12-31 |
| 109 | Realta Investment Advisors | 10,965 | $247.1K | 0.03% | 2025-12-31 |
| 110 | AXXCESS WEALTH MANAGEMENT, LLC | 10,645 | $244.8K | 0.03% | 2025-09-30 |
| 111 | Destination Wealth Management | 10,571 | $238.2K | 0.03% | 2025-12-31 |
| 112 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10,514 | $236.4K | 0.03% | 2025-12-31 |
| 113 | Focus Partners Wealth | 9,924 | $233.1K | 0.03% | 2025-06-30 |
| 114 | Prime Capital Investment Advisors, LLC | 10,245 | $230.8K | 0.03% | 2025-12-31 |
| 115 | StoneX Group Inc. | 10,157 | $227.8K | 0.03% | 2025-06-30 |
| 116 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,710 | $218.8K | 0.03% | 2025-12-31 |
| 117 | Prosperity Financial Group, Inc. | 9,426 | $216.8K | 0.03% | 2025-09-30 |
| 118 | Ausdal Financial Partners, Inc. | 9,548 | $215.1K | 0.03% | 2025-12-31 |
| 119 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | 9,334 | $210.3K | 0.03% | 2025-12-31 |
| 120 | HBW ADVISORY SERVICES LLC | 8,803 | $206.8K | 0.02% | 2025-06-30 |
| 121 | Orion Porfolio Solutions, LLC | 8,666 | $200.4K | 0.02% | 2025-06-30 |
| 122 | BANK OF MONTREAL /CAN/ | 6,289 | $141.7K | 0.02% | 2025-12-31 |
| 123 | Hillman Capital Management, Inc. | 6,240 | $140.6K | 0.02% | 2025-12-31 |
| 124 | United Community Bank | 5,733 | $131.9K | 0.01% | 2025-09-30 |
| 125 | Breakwater Investment Management | 4,247 | $95.7K | 0.01% | 2025-12-31 |
| 126 | HOWE & RUSLING INC | 3,683 | $83.0K | 0.01% | 2025-12-31 |
| 127 | Steward Partners Investment Advisory, LLC | 3,493 | $78.7K | 0.01% | 2025-12-31 |
| 128 | FRANKLIN RESOURCES INC | 3,170 | $71.4K | 0.01% | 2025-12-31 |
| 129 | United Financial Planning Group LLC | 3,042 | $68.5K | 0.01% | 2025-12-31 |
| 130 | Johnson Financial Group, Inc. | 2,400 | $54.1K | 0.00% | 2025-12-31 |
| 131 | CoreCap Advisors, LLC | 2,364 | $53.3K | 0.00% | 2025-12-31 |
| 132 | Gen-Wealth Partners Inc | 1,749 | $39.4K | 0.00% | 2025-12-31 |
| 133 | Cape Investment Advisory, Inc. | 1,679 | $37.8K | 0.00% | 2025-12-31 |
| 134 | Sound Income Strategies, LLC | 1,484 | $33.2K | 0.00% | 2025-12-31 |
| 135 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,433 | $32.3K | 0.00% | 2025-12-31 |
| 136 | FMR LLC | 1,421 | $32.0K | 0.00% | 2025-12-31 |
| 137 | Horizon Investments, LLC | 1,417 | $31.9K | 0.00% | 2025-12-31 |
| 138 | Center for Financial Planning, Inc. | 1,403 | $31.6K | 0.00% | 2025-12-31 |
| 139 | Colonial Trust Co / SC | 1,314 | $29.6K | 0.00% | 2025-12-31 |
| 140 | FLAGSHIP HARBOR ADVISORS, LLC | 1,270 | $28.6K | 0.00% | 2025-12-31 |
| 141 | Beacon Capital Management, Inc. | 1,241 | $28.0K | 0.00% | 2025-12-31 |
| 142 | TD PRIVATE CLIENT WEALTH LLC | 1,204 | $27.7K | 0.00% | 2025-09-30 |
| 143 | ANGELES WEALTH MANAGEMENT, LLC | 1,180 | $26.6K | 0.00% | 2025-12-31 |
| 144 | RICHARDSON FINANCIAL SERVICES INC. | 1,167 | $26.3K | 0.00% | 2025-12-31 |
| 145 | Allworth Financial LP | 1,047 | $24.1K | 0.00% | 2025-12-31 |
| 146 | Tradewinds Capital Management, LLC | 1,060 | $23.9K | 0.00% | 2025-12-31 |
| 147 | MONTAG A & ASSOCIATES INC | 896 | $20.2K | 0.00% | 2025-12-31 |
| 148 | NewEdge Advisors, LLC | 703 | $15.8K | 0.00% | 2025-12-31 |
| 149 | SBI Securities Co., Ltd. | 661 | $14.9K | 0.00% | 2025-12-31 |
| 150 | Advisory Services Network, LLC | 525 | $12.1K | 0.00% | 2025-09-30 |
| 151 | Farther Finance Advisors, LLC | 518 | $11.7K | 0.00% | 2025-12-31 |
| 152 | Larson Financial Group LLC | 432 | $9.9K | 0.00% | 2025-09-30 |
| 153 | US BANCORP \DE\ | 395 | $9.1K | 0.00% | 2025-09-30 |
| 154 | AE Wealth Management LLC | 335 | $7.5K | 0.00% | 2025-12-31 |
| 155 | Capital Investment Advisory Services, LLC | 304 | $6.8K | 0.00% | 2025-12-31 |
| 156 | Pinnacle Bancorp, Inc. | 300 | $6.8K | 0.00% | 2025-12-31 |
| 157 | Rockefeller Capital Management L.P. | 295 | $6.6K | 0.00% | 2025-12-31 |
| 158 | Aptus Capital Advisors, LLC | 287 | $6.5K | 0.00% | 2025-12-31 |
| 159 | TUCKER ASSET MANAGEMENT LLC | 252 | $5.9K | 0.00% | 2025-12-31 |
| 160 | EverSource Wealth Advisors, LLC | 262 | $5.9K | 0.00% | 2025-12-31 |
| 161 | Strategic Wealth Partners, Ltd. | 205 | $4.7K | 0.00% | 2025-09-30 |
| 162 | Blue Trust, Inc. | 195 | $4.5K | 0.00% | 2025-09-30 |
| 163 | BLAIR WILLIAM & CO/IL | 143 | $3.3K | 0.00% | 2025-09-30 |
| 164 | SYM FINANCIAL Corp | 130 | $3.0K | 0.00% | 2025-09-30 |
| 165 | Concord Wealth Partners | 129 | $2.9K | 0.00% | 2025-12-31 |
| 166 | WOLFF WIESE MAGANA LLC | 127 | $2.9K | 0.00% | 2025-12-31 |
| 167 | Caitlin John, LLC | 119 | $2.7K | 0.00% | 2025-12-31 |
| 168 | Sunbelt Securities, Inc. | 111 | $2.5K | 0.00% | 2025-12-31 |
| 169 | FINANCIAL CONSULATE, INC | 103 | $2.4K | 0.00% | 2025-09-30 |
| 170 | Q3 Asset Management | 93,851 | $2.2K | 0.31% | 2025-09-30 |
| 171 | Global Retirement Partners, LLC | 93 | $2.1K | 0.00% | 2025-12-31 |
| 172 | IFP Advisors, Inc | 87 | $2.0K | 0.00% | 2025-12-31 |
| 173 | CIBC Private Wealth Group LLC | 77 | $1.7K | 0.00% | 2025-12-31 |
| 174 | Euro Pacific Asset Management, LLC | 57,282 | $1.3K | 0.18% | 2025-12-31 |
| 175 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 48 | $1.1K | 0.00% | 2025-12-31 |
| 176 | Physician Wealth Advisors, Inc. | 47 | $1.1K | 0.00% | 2025-12-31 |
| 177 | Pacifica Partners Inc. | 45 | $1.0K | 0.00% | 2025-09-30 |
| 178 | HM PAYSON & CO | 44 | $992 | 0.00% | 2025-12-31 |
| 179 | BNP PARIBAS FINANCIAL MARKETS | 35 | $789 | 0.00% | 2025-12-31 |
| 180 | Salomon & Ludwin, LLC | 32 | $721 | 0.00% | 2025-12-31 |
| 181 | Cambridge Investment Research Advisors, Inc. | 29,063 | $655 | 0.09% | 2025-12-31 |
| 182 | HARBOUR INVESTMENTS, INC. | 28 | $620 | 0.00% | 2025-12-31 |
| 183 | PARK AVENUE SECURITIES LLC | 19,817 | $446 | 0.06% | 2025-12-31 |
| 184 | EVOLUTION WEALTH MANAGEMENT INC. | 19 | $428 | 0.00% | 2025-12-31 |
| 185 | HRT FINANCIAL LP | 17,961 | $413 | 0.05% | 2025-09-30 |
| 186 | Tower Research Capital LLC (TRC) | 11 | $253 | 0.00% | 2025-09-30 |
| 187 | Covestor Ltd | 11,235 | $253 | 0.03% | 2025-12-31 |
| 188 | MAI Capital Management | 7 | $154 | 0.00% | 2025-12-31 |
| 189 | HUNTINGTON NATIONAL BANK | 2 | $45 | 0.00% | 2025-12-31 |
| 190 | IFC & Insurance Marketing, Inc. | 240 | $5 | 0.00% | 2025-12-31 |
| 191 | CWM, LLC | 121 | $3 | 0.00% | 2025-12-31 |
| 192 | Bradley & Co. Private Wealth Management, LLC | 0 | $0 | 0.00% | 2025-09-30 |
| 193 | Avion Wealth | 1 | $0 | 0.00% | 2025-12-31 |