CUSIP 78464A540
SPDR SERIES TRUST
98 institutions · $152.9M total · 1,424,018 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 105,988 | $16.2M | 7.44% | 2025-12-31 |
| 2 | FIDUCIARY FAMILY OFFICE, LLC | 126,479 | $13.5M | 8.88% | 2024-12-31 |
| 3 | New Harbor Financial Group, LLC | 124,936 | $12.5M | 8.77% | 2025-03-31 |
| 4 | BANK OF AMERICA CORP /DE/ | 75,277 | $11.5M | 5.28% | 2025-12-31 |
| 5 | Private Advisor Group, LLC | 101,478 | $10.9M | 7.12% | 2024-12-31 |
| 6 | CASTLEARK MANAGEMENT LLC | 59,740 | $8.4M | 4.19% | 2025-09-30 |
| 7 | UBS Group AG | 52,178 | $8.0M | 3.66% | 2025-12-31 |
| 8 | SFI Advisors, LLC | 49,088 | $7.5M | 3.44% | 2025-12-31 |
| 9 | LPL Financial LLC | 43,952 | $6.7M | 3.08% | 2025-12-31 |
| 10 | Cetera Investment Advisers | 37,694 | $5.8M | 2.64% | 2025-12-31 |
| 11 | Steward Partners Investment Advisory, LLC | 31,599 | $4.8M | 2.21% | 2025-12-31 |
| 12 | RAYMOND JAMES FINANCIAL INC | 30,221 | $4.6M | 2.12% | 2025-12-31 |
| 13 | GOLDMAN SACHS GROUP INC | 25,139 | $3.9M | 1.76% | 2025-12-31 |
| 14 | RAYMOND JAMES & ASSOCIATES | 30,958 | $3.1M | 2.17% | 2024-09-30 |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 18,648 | $2.9M | 1.30% | 2025-12-31 |
| 16 | Quartz Partners, LLC | 16,869 | $2.6M | 1.18% | 2025-12-31 |
| 17 | STIFEL FINANCIAL CORP | 15,349 | $2.4M | 1.07% | 2025-12-31 |
| 18 | Cetera Advisor Networks LLC | 31,386 | $2.3M | 2.20% | 2024-03-31 |
| 19 | Blue Capital, Inc. | 12,958 | $2.0M | 0.90% | 2025-12-31 |
| 20 | IMC-Chicago, LLC | 13,863 | $1.6M | 0.97% | 2025-06-30 |
| 21 | Wealthfront Advisers LLC | 28,082 | $1.6M | 1.97% | 2024-12-31 |
| 22 | Equitable Holdings, Inc. | 14,714 | $1.6M | 1.03% | 2024-12-31 |
| 23 | Financial Management Professionals, Inc. | 10,246 | $1.6M | 0.71% | 2025-12-31 |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,155 | $1.6M | 0.71% | 2025-12-31 |
| 25 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 8,754 | $1.3M | 0.61% | 2025-12-31 |
| 26 | Fulcrum Equity Management | 6,665 | $932.5K | 0.46% | 2025-12-31 |
| 27 | Kaizen Financial Strategies | 5,995 | $918.6K | 0.42% | 2025-12-31 |
| 28 | Gotham Asset Management, LLC | 5,672 | $869.1K | 0.39% | 2025-12-31 |
| 29 | CITIGROUP INC | 5,348 | $819.4K | 0.37% | 2025-12-31 |
| 30 | FSA WEALTH PARTNERS, INC. | 5,156 | $790.0K | 0.36% | 2025-12-31 |
| 31 | ROMAN BUTLER FULLERTON & CO | 4,645 | $762.8K | 0.32% | 2025-12-31 |
| 32 | CITADEL ADVISORS LLC | 4,000 | $612.9K | 0.28% | 2025-12-31 |
| 33 | RPS ADVISORY SOLUTIONS LLC | 3,920 | $600.6K | 0.27% | 2025-12-31 |
| 34 | Arkadios Wealth Advisors | 3,456 | $529.5K | 0.24% | 2025-12-31 |
| 35 | PGIM Custom Harvest LLC | 3,415 | $523.2K | 0.23% | 2025-12-31 |
| 36 | Avior Wealth Management, LLC | 3,272 | $501.3K | 0.22% | 2025-12-31 |
| 37 | PACIFIC SUN FINANCIAL CORP | 2,740 | $419.8K | 0.19% | 2025-12-31 |
| 38 | MML INVESTORS SERVICES, LLC | 2,551 | $390.8K | 0.17% | 2025-12-31 |
| 39 | Waldron Private Wealth LLC | 2,474 | $379.1K | 0.17% | 2025-12-31 |
| 40 | Maia Wealth LLC | 3,210 | $336.0K | 0.22% | 2024-12-31 |
| 41 | ENVESTNET ASSET MANAGEMENT INC | 2,076 | $318.0K | 0.14% | 2025-12-31 |
| 42 | GREAT VALLEY ADVISOR GROUP, INC. | 1,809 | $277.2K | 0.12% | 2025-12-31 |
| 43 | United Advisor Group, LLC | 2,707 | $270.6K | 0.19% | 2025-03-31 |
| 44 | OSAIC HOLDINGS, INC. | 1,737 | $266.3K | 0.12% | 2025-12-31 |
| 45 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,650 | $252.8K | 0.11% | 2025-12-31 |
| 46 | JPMORGAN CHASE & CO | 1,648 | $252.5K | 0.11% | 2025-12-31 |
| 47 | Cape Investment Advisory, Inc. | 1,565 | $239.8K | 0.10% | 2025-12-31 |
| 48 | HighTower Advisors, LLC | 1,545 | $236.7K | 0.10% | 2025-12-31 |
| 49 | Parkwoods Wealth Partners, LLC | 1,469 | $225.1K | 0.10% | 2025-12-31 |
| 50 | HANCOCK WHITNEY CORP | 1,461 | $223.9K | 0.10% | 2025-12-31 |
| 51 | RFP Financial Group LLC | 1,384 | $212.1K | 0.09% | 2025-12-31 |
| 52 | NewEdge Advisors, LLC | 1,382 | $211.7K | 0.09% | 2025-12-31 |
| 53 | Rockefeller Capital Management L.P. | 1,343 | $205.8K | 0.09% | 2025-12-31 |
| 54 | JONES FINANCIAL COMPANIES LLLP | 1,114 | $170.7K | 0.07% | 2025-12-31 |
| 55 | Prestige Wealth Management Group LLC | 1,108 | $169.8K | 0.07% | 2025-12-31 |
| 56 | HARBOUR INVESTMENTS, INC. | 979 | $150.0K | 0.06% | 2025-12-31 |
| 57 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 853 | $130.7K | 0.05% | 2025-12-31 |
| 58 | Ameritas Advisory Services, LLC | 827 | $115.7K | 0.05% | 2025-09-30 |
| 59 | CITY HOLDING CO | 700 | $107.3K | 0.04% | 2025-12-31 |
| 60 | Kestra Advisory Services, LLC | 520 | $79.7K | 0.03% | 2025-12-31 |
| 61 | Financial Freedom, LLC | 765 | $56.8K | 0.05% | 2024-03-31 |
| 62 | HUNTINGTON NATIONAL BANK | 550 | $55.0K | 0.03% | 2025-03-31 |
| 63 | Royal Bank of Canada | 348 | $53.0K | 0.02% | 2025-12-31 |
| 64 | FMR LLC | 340 | $52.2K | 0.02% | 2025-12-31 |
| 65 | AE Wealth Management LLC | 310 | $47.5K | 0.02% | 2025-12-31 |
| 66 | SIGNATUREFD, LLC | 309 | $43.2K | 0.02% | 2025-09-30 |
| 67 | Parallel Advisors, LLC | 500 | $37.1K | 0.03% | 2024-03-31 |
| 68 | CWM, LLC | 221,635 | $34.0K | 15.56% | 2025-12-31 |
| 69 | BLAIR WILLIAM & CO/IL | 206 | $31.6K | 0.01% | 2025-12-31 |
| 70 | ATTICUS WEALTH MANAGEMENT, LLC | 200 | $21.4K | 0.01% | 2024-12-31 |
| 71 | Global Retirement Partners, LLC | 97 | $14.9K | 0.00% | 2025-12-31 |
| 72 | Glassman Wealth Services | 144 | $14.4K | 0.01% | 2025-03-31 |
| 73 | COMERICA BANK | 183 | $14.1K | 0.01% | 2024-06-30 |
| 74 | Spire Wealth Management | 57 | $8.7K | 0.00% | 2025-12-31 |
| 75 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 75 | $7.5K | 0.00% | 2025-03-31 |
| 76 | Arrow Financial Corp | 70 | $7.0K | 0.00% | 2024-09-30 |
| 77 | Wagner Wealth Management, LLC | 46 | $7.0K | 0.00% | 2025-12-31 |
| 78 | Farther Finance Advisors, LLC | 45 | $6.9K | 0.00% | 2025-12-31 |
| 79 | Newbridge Financial Services Group, Inc. | 78 | $6.0K | 0.00% | 2024-09-30 |
| 80 | Realta Investment Advisors | 68 | $5.2K | 0.00% | 2024-06-30 |
| 81 | ASSETMARK, INC | 31 | $4.8K | 0.00% | 2025-12-31 |
| 82 | Glen Eagle Advisors, LLC | 25 | $3.8K | 0.00% | 2025-12-31 |
| 83 | Russell Investments Group, Ltd. | 20 | $3.1K | 0.00% | 2025-12-31 |
| 84 | Hexagon Capital Partners LLC | 33 | $2.5K | 0.00% | 2024-06-30 |
| 85 | Cambridge Investment Research Advisors, Inc. | 16,111 | $2.5K | 1.13% | 2025-12-31 |
| 86 | Qube Research & Technologies Ltd | 16 | $2.5K | 0.00% | 2025-12-31 |
| 87 | Kiker Wealth Management, LLC | 17 | $2.4K | 0.00% | 2025-09-30 |
| 88 | GUARDIAN WEALTH ADVISORS, LLC / NC | 28 | $2.1K | 0.00% | 2024-03-31 |
| 89 | Aptus Capital Advisors, LLC | 28 | $2.1K | 0.00% | 2024-03-31 |
| 90 | Central Pacific Bank - Trust Division | 11 | $1.7K | 0.00% | 2025-12-31 |
| 91 | WELLS FARGO & COMPANY/MN | 11 | $1.7K | 0.00% | 2025-12-31 |
| 92 | Farmers & Merchants Trust Co of Chambersburg PA | 10,524 | $1.6K | 0.73% | 2025-12-31 |
| 93 | NBC SECURITIES, INC. | 9 | $1.4K | 0.00% | 2025-12-31 |
| 94 | PRINCIPAL SECURITIES, INC. | 6 | $840 | 0.00% | 2025-09-30 |
| 95 | Orion Capital Management LLC | 4 | $613 | 0.00% | 2025-12-31 |
| 96 | Westwind Capital | 4,900 | $524 | 0.34% | 2024-12-31 |
| 97 | BENJAMIN F. EDWARDS & COMPANY, INC. | 71 | $6 | 0.00% | 2024-06-30 |
| 98 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |