CUSIP 78464A722
SPDR SER TR
104 institutions · $140.7M total · 2,621,155 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 250,000 | $14.0M | 9.53% | 2025-12-31 |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 246,905 | $13.8M | 9.41% | 2025-12-31 |
| 3 | LPL Financial LLC | 207,649 | $11.6M | 7.92% | 2025-12-31 |
| 4 | FIRST CITIZENS BANK & TRUST CO | 184,899 | $10.4M | 7.05% | 2025-12-31 |
| 5 | Envestnet Portfolio Solutions, Inc. | 175,309 | $9.8M | 6.68% | 2025-12-31 |
| 6 | CITIGROUP INC | 155,465 | $8.7M | 5.93% | 2025-12-31 |
| 7 | Kingsview Wealth Management, LLC | 213,384 | $8.7M | 8.14% | 2025-06-30 |
| 8 | MORGAN STANLEY | 141,200 | $7.9M | 5.38% | 2025-12-31 |
| 9 | WELLS FARGO & COMPANY/MN | 100,000 | $5.6M | 3.81% | 2025-12-31 |
| 10 | BNP PARIBAS ARBITRAGE, SNC | 89,500 | $5.0M | 3.41% | 2025-12-31 |
| 11 | Cetera Investment Advisers | 80,978 | $4.5M | 3.08% | 2025-12-31 |
| 12 | CITADEL ADVISORS LLC | 70,864 | $4.0M | 2.70% | 2025-12-31 |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 55,400 | $3.1M | 2.11% | 2025-12-31 |
| 14 | Clark Capital Management Group, Inc. | 52,483 | $2.9M | 2.00% | 2025-12-31 |
| 15 | Wharton Business Group, LLC | 46,395 | $2.6M | 1.77% | 2025-12-31 |
| 16 | UBS Group AG | 38,193 | $2.1M | 1.45% | 2025-12-31 |
| 17 | MML INVESTORS SERVICES, LLC | 32,682 | $1.8M | 1.24% | 2025-12-31 |
| 18 | GOLDMAN SACHS GROUP INC | 30,600 | $1.7M | 1.16% | 2025-12-31 |
| 19 | MAI Capital Management | 29,748 | $1.7M | 1.13% | 2025-12-31 |
| 20 | Baird Financial Group, Inc. | 29,338 | $1.6M | 1.11% | 2025-12-31 |
| 21 | Royal Bank of Canada | 25,403 | $1.4M | 0.96% | 2025-12-31 |
| 22 | GTS SECURITIES LLC | 22,549 | $1.3M | 0.86% | 2025-12-31 |
| 23 | JANE STREET GROUP, LLC | 21,887 | $1.2M | 0.83% | 2025-12-31 |
| 24 | STIFEL FINANCIAL CORP | 20,299 | $1.1M | 0.77% | 2025-12-31 |
| 25 | Rockefeller Capital Management L.P. | 20,043 | $1.1M | 0.76% | 2025-12-31 |
| 26 | Compass Wealth Management LLC | 17,707 | $991.8K | 0.67% | 2025-12-31 |
| 27 | U.S. Capital Wealth Advisors, LLC | 14,432 | $808.3K | 0.55% | 2025-12-31 |
| 28 | RAYMOND JAMES FINANCIAL INC | 13,181 | $738.3K | 0.50% | 2025-12-31 |
| 29 | TWO SIGMA INVESTMENTS, LP | 13,000 | $728.1K | 0.49% | 2025-12-31 |
| 30 | Integrated Wealth Concepts LLC | 16,558 | $711.8K | 0.63% | 2024-12-31 |
| 31 | JPMORGAN CHASE & CO | 7,613 | $426.4K | 0.29% | 2025-12-31 |
| 32 | PNC Financial Services Group, Inc. | 7,014 | $392.9K | 0.26% | 2025-12-31 |
| 33 | Ameritas Advisory Services, LLC | 9,590 | $389.2K | 0.36% | 2025-06-30 |
| 34 | Concurrent Investment Advisors, LLC | 8,097 | $388.2K | 0.30% | 2025-09-30 |
| 35 | Fragasso Group Inc. | 6,686 | $374.5K | 0.25% | 2025-12-31 |
| 36 | PRINCIPAL SECURITIES, INC. | 6,151 | $344.5K | 0.23% | 2025-12-31 |
| 37 | D. E. Shaw & Co., Inc. | 7,737 | $338.9K | 0.29% | 2025-03-31 |
| 38 | Sigma Planning Corp | 5,945 | $333.0K | 0.22% | 2025-12-31 |
| 39 | EP Wealth Advisors, LLC | 5,700 | $319.3K | 0.21% | 2025-12-31 |
| 40 | ADVISOR GROUP HOLDINGS, INC. | 5,586 | $313.0K | 0.21% | 2025-12-31 |
| 41 | Arlington Financial Advisors, LLC | 6,762 | $290.7K | 0.25% | 2024-12-31 |
| 42 | TRUIST FINANCIAL CORP | 5,072 | $284.1K | 0.19% | 2025-12-31 |
| 43 | StoneX Group Inc. | 6,842 | $272.0K | 0.26% | 2025-06-30 |
| 44 | Focus Partners Wealth | 4,734 | $265.2K | 0.18% | 2025-12-31 |
| 45 | FLORIDA FINANCIAL ADVISORS, LLC | 4,350 | $243.6K | 0.16% | 2025-12-31 |
| 46 | Brinker Capital Investments, LLC | 4,350 | $243.6K | 0.16% | 2025-12-31 |
| 47 | Evelyn Partners Investment Management (Europe) Ltd | 4,250 | $238.0K | 0.16% | 2025-12-31 |
| 48 | STEPHENS INC /AR/ | 4,082 | $228.6K | 0.15% | 2025-12-31 |
| 49 | NewEdge Wealth, LLC | 4,033 | $225.9K | 0.15% | 2025-12-31 |
| 50 | VISTA INVESTMENT MANAGEMENT | 3,986 | $223.3K | 0.15% | 2025-12-31 |
| 51 | CAPTRUST FINANCIAL ADVISORS | 5,327 | $216.2K | 0.20% | 2025-06-30 |
| 52 | Beacon Pointe Advisors, LLC | 4,917 | $211.4K | 0.18% | 2024-12-31 |
| 53 | Adviser Investments LLC | 4,780 | $205.5K | 0.18% | 2024-12-31 |
| 54 | Rockport Wealth LLC | 5,000 | $202.9K | 0.19% | 2025-06-30 |
| 55 | FMR LLC | 3,405 | $190.7K | 0.12% | 2025-12-31 |
| 56 | CIBC Private Wealth Group, LLC | 2,901 | $162.5K | 0.11% | 2025-12-31 |
| 57 | Kestra Advisory Services, LLC | 2,700 | $151.2K | 0.10% | 2025-12-31 |
| 58 | CI Private Wealth, LLC | 3,625 | $147.1K | 0.13% | 2025-06-30 |
| 59 | NATIONAL BANK OF CANADA /FI/ | 2,505 | $140.3K | 0.09% | 2025-12-31 |
| 60 | Advantage Trust Co | 2,500 | $119.8K | 0.09% | 2025-09-30 |
| 61 | JONES FINANCIAL COMPANIES LLLP | 1,715 | $96.0K | 0.06% | 2025-12-31 |
| 62 | US BANCORP \DE\ | 2,224 | $90.3K | 0.08% | 2025-06-30 |
| 63 | NBC SECURITIES, INC. | 1,556 | $87.2K | 0.05% | 2025-12-31 |
| 64 | BANK OF MONTREAL /CAN/ | 1,400 | $78.4K | 0.05% | 2025-12-31 |
| 65 | NorthRock Partners, LLC | 1,524 | $61.9K | 0.05% | 2025-06-30 |
| 66 | BARCLAYS PLC | 1,491 | $60.5K | 0.05% | 2025-12-31 |
| 67 | Team Financial Group, LLC | 1,000 | $56.0K | 0.03% | 2025-12-31 |
| 68 | BLAIR WILLIAM & CO/IL | 851 | $47.7K | 0.03% | 2025-12-31 |
| 69 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 821 | $46.0K | 0.03% | 2025-12-31 |
| 70 | Allworth Financial LP | 790 | $44.2K | 0.03% | 2025-12-31 |
| 71 | BROWN BROTHERS HARRIMAN & CO | 948 | $38.5K | 0.03% | 2025-06-30 |
| 72 | WHITTIER TRUST CO | 619 | $34.4K | 0.02% | 2025-12-31 |
| 73 | Advisory Services Network, LLC | 700 | $33.6K | 0.02% | 2025-09-30 |
| 74 | COMERICA BANK | 594 | $33.3K | 0.02% | 2025-12-31 |
| 75 | AE Wealth Management LLC | 452 | $25.3K | 0.01% | 2025-12-31 |
| 76 | Federation des caisses Desjardins du Quebec | 400 | $22.4K | 0.01% | 2025-12-31 |
| 77 | ALERUS FINANCIAL NA | 375 | $21.0K | 0.01% | 2025-12-31 |
| 78 | Wealthspire Advisors, LLC | 402 | $19.3K | 0.01% | 2025-09-30 |
| 79 | Lindbrook Capital, LLC | 395 | $17.3K | 0.01% | 2025-03-31 |
| 80 | Cape Investment Advisory, Inc. | 238 | $13.3K | 0.00% | 2025-12-31 |
| 81 | NewEdge Advisors, LLC | 260 | $12.5K | 0.00% | 2025-09-30 |
| 82 | Castleview Partners, LLC | 242 | $10.7K | 0.00% | 2024-12-31 |
| 83 | Addison Advisors LLC | 188 | $10.5K | 0.00% | 2025-12-31 |
| 84 | Steward Partners Investment Advisory, LLC | 179 | $10.0K | 0.00% | 2025-12-31 |
| 85 | Ronald Blue Trust, Inc. | 145 | $7.0K | 0.00% | 2025-09-30 |
| 86 | Global Retirement Partners, LLC | 103 | $5.7K | 0.00% | 2025-12-31 |
| 87 | Camelot Portfolios, LLC | 77 | $4.3K | 0.00% | 2025-12-31 |
| 88 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 65 | $3.6K | 0.00% | 2025-12-31 |
| 89 | Nova Wealth Management, Inc. | 60 | $2.6K | 0.00% | 2025-03-31 |
| 90 | CoreCap Advisors, LLC | 41 | $2.3K | 0.00% | 2025-12-31 |
| 91 | Game Plan Financial Advisors, LLC | 50 | $2.2K | 0.00% | 2025-03-31 |
| 92 | Jackson Hole Capital Partners, LLC | 35 | $2.0K | 0.00% | 2025-12-31 |
| 93 | Front Row Advisors LLC | 18 | $1.0K | 0.00% | 2025-12-31 |
| 94 | PARK AVENUE SECURITIES LLC | 12,014 | $673 | 0.45% | 2025-12-31 |
| 95 | CX Institutional | 7,646 | $428 | 0.29% | 2025-12-31 |
| 96 | Qube Research & Technologies Ltd | 6 | $336 | 0.00% | 2025-12-31 |
| 97 | Creekmur Asset Management LLC | 7 | $328 | 0.00% | 2025-03-31 |
| 98 | Janney Montgomery Scott LLC | 4,445 | $249 | 0.16% | 2025-12-31 |
| 99 | Cambridge Investment Research Advisors, Inc. | 3,958 | $222 | 0.15% | 2025-12-31 |
| 100 | Tower Research Capital LLC (TRC) | 2 | $96 | 0.00% | 2025-09-30 |
| 101 | HUNTINGTON NATIONAL BANK | 1 | $56 | 0.00% | 2025-12-31 |
| 102 | SIMPLEX TRADING, LLC | 627 | $27 | 0.02% | 2025-03-31 |
| 103 | CWM, LLC | 200 | $11 | 0.00% | 2025-12-31 |
| 104 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |