CUSIP 78468R127
SPDR SER TR
19 institutions · $3.1M total · 57,979 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 14,655 | $1.1M | 25.27% | 2023-12-31 |
| 2 | GOLDMAN SACHS GROUP INC | 5,771 | $414.4K | 9.95% | 2024-03-31 |
| 3 | TELEMUS CAPITAL, LLC | 5,146 | $323.2K | 8.87% | 2023-03-31 |
| 4 | LPL Financial LLC | 4,195 | $304.6K | 7.23% | 2023-12-31 |
| 5 | CITADEL ADVISORS LLC | 3,683 | $286.8K | 6.35% | 2023-09-30 |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,725 | $270.5K | 6.42% | 2023-12-31 |
| 7 | Wealthfront Advisers LLC | 3,458 | $251.1K | 5.96% | 2023-12-31 |
| 8 | BANK OF AMERICA CORP /DE/ | 645 | $46.8K | 1.11% | 2023-12-31 |
| 9 | ADVISOR GROUP HOLDINGS, INC. | 412 | $29.9K | 0.71% | 2023-12-31 |
| 10 | UBS Group AG | 336 | $24.4K | 0.57% | 2023-12-31 |
| 11 | Newbridge Financial Services Group, Inc. | 166 | $14.6K | 0.28% | 2024-03-31 |
| 12 | Guardian Wealth Management, Inc. | 167 | $10.4K | 0.28% | 2023-03-31 |
| 13 | Ameritas Advisory Services, LLC | 115 | $8.3K | 0.19% | 2023-06-30 |
| 14 | MORGAN STANLEY | 63 | $5.5K | 0.10% | 2024-06-30 |
| 15 | Royal Bank of Canada | 73 | $5.0K | 0.12% | 2023-12-31 |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 34 | $2.6K | 0.05% | 2023-09-30 |
| 17 | CreativeOne Wealth, LLC | 14,883 | $1.2K | 25.66% | 2023-09-30 |
| 18 | Rockefeller Capital Management L.P. | 452 | $28 | 0.77% | 2023-03-31 |
| 19 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2023-12-31 |