CUSIP 78468R531
SPDR SERIES TRUST
147 institutions · $304.1M total · 5,955,201 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Provida Pension Fund Administrator | 497,472 | $31.6M | 8.35% | 2025-12-31 |
| 2 | Koss-Olinger Consulting, LLC | 408,847 | $27.0M | 6.86% | 2025-12-31 |
| 3 | Baltimore-Washington Financial Advisors, Inc. | 394,279 | $26.1M | 6.62% | 2025-12-31 |
| 4 | LPL Financial LLC | 328,045 | $21.7M | 5.50% | 2025-12-31 |
| 5 | TOMPKINS FINANCIAL CORP | 288,111 | $19.1M | 4.83% | 2025-12-31 |
| 6 | SOA Wealth Advisors, LLC. | 201,104 | $13.3M | 3.37% | 2025-12-31 |
| 7 | Laurel Wealth Planning LLC | 160,066 | $10.6M | 2.68% | 2025-12-31 |
| 8 | RETIREMENT CAPITAL STRATEGIES | 158,859 | $10.5M | 2.66% | 2025-12-31 |
| 9 | PRINCIPAL FINANCIAL GROUP INC | 153,977 | $10.2M | 2.58% | 2025-12-31 |
| 10 | Private Advisor Group, LLC | 151,788 | $10.0M | 2.54% | 2025-12-31 |
| 11 | GAM Holding AG | 151,430 | $10.0M | 2.54% | 2025-12-31 |
| 12 | Blue Edge Capital, LLC | 101,227 | $6.7M | 1.69% | 2025-12-31 |
| 13 | Financial Engines Advisors L.L.C. | 94,474 | $6.2M | 1.58% | 2025-12-31 |
| 14 | Integrated Wealth Concepts LLC | 83,755 | $5.5M | 1.40% | 2025-12-31 |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 57,126 | $3.8M | 0.95% | 2025-12-31 |
| 16 | Gradient Investments LLC | 56,992 | $3.8M | 0.95% | 2025-12-31 |
| 17 | Equitable Holdings, Inc. | 54,890 | $3.6M | 0.92% | 2025-12-31 |
| 18 | TWO SIGMA INVESTMENTS, LP | 46,800 | $3.0M | 0.78% | 2025-09-30 |
| 19 | Bank of New York Mellon Corp | 44,729 | $3.0M | 0.75% | 2025-12-31 |
| 20 | HighTower Advisors, LLC | 34,029 | $2.3M | 0.57% | 2025-12-31 |
| 21 | Larson Financial Group LLC | 32,920 | $2.2M | 0.55% | 2025-12-31 |
| 22 | Armbruster Capital Management, Inc. | 31,812 | $2.1M | 0.53% | 2025-12-31 |
| 23 | SEEDS INVESTOR LLC | 31,093 | $2.1M | 0.52% | 2025-12-31 |
| 24 | Gilbert Capital Group, Inc. | 30,941 | $2.0M | 0.51% | 2025-12-31 |
| 25 | BANK OF AMERICA CORP /DE/ | 28,660 | $1.9M | 0.48% | 2025-12-31 |
| 26 | BIRCHBROOK, INC. | 28,619 | $1.9M | 0.48% | 2025-12-31 |
| 27 | RAYMOND JAMES FINANCIAL INC | 28,483 | $1.9M | 0.47% | 2025-12-31 |
| 28 | FSA WEALTH PARTNERS, INC. | 31,755 | $1.7M | 0.53% | 2025-03-31 |
| 29 | Savvy Advisors, Inc. | 25,230 | $1.7M | 0.42% | 2025-12-31 |
| 30 | Creative Planning | 25,190 | $1.7M | 0.42% | 2025-12-31 |
| 31 | Richard P Slaughter Associates Inc | 25,166 | $1.7M | 0.42% | 2025-12-31 |
| 32 | Napier Financial, LLC | 24,905 | $1.6M | 0.41% | 2025-12-31 |
| 33 | CITADEL ADVISORS LLC | 25,525 | $1.6M | 0.42% | 2025-09-30 |
| 34 | WELLS FARGO & COMPANY/MN | 24,420 | $1.6M | 0.41% | 2025-12-31 |
| 35 | Stratos Wealth Partners, LTD. | 24,330 | $1.6M | 0.40% | 2025-12-31 |
| 36 | HUNTINGTON NATIONAL BANK | 23,851 | $1.6M | 0.40% | 2025-12-31 |
| 37 | Perennial Investment Advisors, LLC | 22,445 | $1.5M | 0.37% | 2025-12-31 |
| 38 | MEITAV INVESTMENT HOUSE LTD | 21,490 | $1.4M | 0.36% | 2025-12-31 |
| 39 | Farther Finance Advisors, LLC | 21,152 | $1.4M | 0.35% | 2025-12-31 |
| 40 | US FINANCIAL ADVISORS, LLC | 25,687 | $1.4M | 0.43% | 2025-03-31 |
| 41 | OSAIC HOLDINGS, INC. | 19,614 | $1.3M | 0.32% | 2025-12-31 |
| 42 | Cetera Investment Advisers | 19,583 | $1.3M | 0.32% | 2025-12-31 |
| 43 | ENVESTNET ASSET MANAGEMENT INC | 18,082 | $1.2M | 0.30% | 2025-12-31 |
| 44 | Focus Financial Network, Inc. | 21,988 | $1.2M | 0.36% | 2025-03-31 |
| 45 | JANE STREET GROUP, LLC | 21,471 | $1.1M | 0.36% | 2025-03-31 |
| 46 | J.Safra Asset Management Corp | 16,804 | $1.1M | 0.28% | 2025-12-31 |
| 47 | Gerber Kawasaki Wealth & Investment Management | 16,624 | $1.1M | 0.27% | 2025-12-31 |
| 48 | Corient Private Wealth LLC | 15,861 | $1.0M | 0.26% | 2025-12-31 |
| 49 | One Capital Management, LLC | 15,387 | $1.0M | 0.25% | 2025-12-31 |
| 50 | Retirement Income Solutions, Inc | 15,284 | $1.0M | 0.25% | 2025-12-31 |
| 51 | Coastline Trust Co | 15,229 | $1.0M | 0.25% | 2025-12-31 |
| 52 | Royal Bank of Canada | 15,130 | $1.0M | 0.25% | 2025-12-31 |
| 53 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,898 | $985.5K | 0.25% | 2025-12-31 |
| 54 | Crestwood Advisors Group, LLC | 13,840 | $915.5K | 0.23% | 2025-12-31 |
| 55 | BROWN BROTHERS HARRIMAN & CO | 13,081 | $865.3K | 0.21% | 2025-12-31 |
| 56 | Veracity Capital LLC | 12,348 | $816.8K | 0.20% | 2025-12-31 |
| 57 | Sage Advisory Services, Ltd.Co. | 11,981 | $793.0K | 0.20% | 2025-12-31 |
| 58 | Ellenbecker Investment Group | 11,738 | $776.5K | 0.19% | 2025-12-31 |
| 59 | COMMONWEALTH EQUITY SERVICES, LLC | 11,628 | $769.2K | 0.19% | 2025-12-31 |
| 60 | Fort Point Capital Partners LLC | 12,617 | $738.7K | 0.21% | 2025-06-30 |
| 61 | SAX WEALTH ADVISORS, LLC | 10,837 | $716.9K | 0.18% | 2025-12-31 |
| 62 | GOLDMAN SACHS GROUP INC | 10,582 | $700.0K | 0.17% | 2025-12-31 |
| 63 | Tower Research Capital LLC (TRC) | 9,539 | $631.0K | 0.16% | 2025-12-31 |
| 64 | TOWNSQUARE CAPITAL LLC | 11,559 | $618.4K | 0.19% | 2025-03-31 |
| 65 | Warren Street Wealth Advisors, LLC | 9,052 | $598.8K | 0.15% | 2025-12-31 |
| 66 | VERUS WEALTH MANAGEMENT, LLC | 8,950 | $592.0K | 0.15% | 2025-12-31 |
| 67 | Opulen Financial Group LLC | 8,669 | $573.5K | 0.14% | 2025-12-31 |
| 68 | Advisory Alpha, LLC | 8,496 | $562.0K | 0.14% | 2025-12-31 |
| 69 | Operose Advisors LLC | 8,386 | $554.8K | 0.14% | 2025-12-31 |
| 70 | Single Point Partners, LLC | 8,217 | $543.6K | 0.13% | 2025-12-31 |
| 71 | JPMORGAN CHASE & CO | 7,799 | $515.9K | 0.13% | 2025-12-31 |
| 72 | ST GERMAIN D J CO INC | 7,555 | $499.8K | 0.12% | 2025-12-31 |
| 73 | Front Row Advisors LLC | 7,186 | $475.4K | 0.12% | 2025-12-31 |
| 74 | Chicago Capital, LLC | 8,067 | $472.3K | 0.13% | 2025-06-30 |
| 75 | Mariner, LLC | 6,896 | $456.2K | 0.11% | 2025-12-31 |
| 76 | Per Stirling Capital Management, LLC. | 6,811 | $450.5K | 0.11% | 2025-12-31 |
| 77 | DENVER WEALTH MANAGEMENT, INC. | 6,691 | $442.6K | 0.11% | 2025-12-31 |
| 78 | HBW ADVISORY SERVICES LLC | 6,129 | $405.5K | 0.10% | 2025-12-31 |
| 79 | Hills Bank & Trust Co | 6,086 | $402.6K | 0.10% | 2025-12-31 |
| 80 | Rockefeller Capital Management L.P. | 5,987 | $396.0K | 0.10% | 2025-12-31 |
| 81 | Veridan Wealth LLC | 5,766 | $381.4K | 0.09% | 2025-12-31 |
| 82 | Good Life Advisors, LLC | 6,505 | $380.9K | 0.10% | 2025-06-30 |
| 83 | Godfrey Financial Associates, Inc. | 5,694 | $376.7K | 0.09% | 2025-12-31 |
| 84 | CARY STREET PARTNERS FINANCIAL LLC | 5,608 | $371.0K | 0.09% | 2025-12-31 |
| 85 | CreativeOne Wealth, LLC | 5,558 | $367.7K | 0.09% | 2025-12-31 |
| 86 | Zhang Financial LLC | 5,491 | $363.2K | 0.09% | 2025-12-31 |
| 87 | McClarren Financial Advisors, Inc. | 66 | $362.2K | 0.00% | 2025-12-31 |
| 88 | BRAVE ASSET MANAGEMENT INC | 5,418 | $358.4K | 0.09% | 2025-12-31 |
| 89 | Marshall Financial Group, LLC | 5,362 | $354.7K | 0.09% | 2025-12-31 |
| 90 | Orion Porfolio Solutions, LLC | 8,448 | $350.5K | 0.14% | 2025-06-30 |
| 91 | NOVARE CAPITAL MANAGEMENT LLC | 5,193 | $343.5K | 0.08% | 2025-12-31 |
| 92 | Prime Capital Investment Advisors, LLC | 6,406 | $342.7K | 0.10% | 2025-03-31 |
| 93 | Horizon Wealth Management, LLC | 4,553 | $301.2K | 0.07% | 2025-12-31 |
| 94 | Aptus Capital Advisors, LLC | 4,539 | $300.3K | 0.07% | 2025-12-31 |
| 95 | SFG Wealth Management, LLC. | 4,303 | $284.7K | 0.07% | 2025-12-31 |
| 96 | True Link Financial Advisors, LLC | 4,204 | $278.1K | 0.07% | 2025-12-31 |
| 97 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 4,203 | $278.0K | 0.07% | 2025-12-31 |
| 98 | LongView Asset Management LLC | 4,050 | $267.9K | 0.06% | 2025-12-31 |
| 99 | NewEdge Advisors, LLC | 4,016 | $265.7K | 0.06% | 2025-12-31 |
| 100 | ALTFEST L J & CO INC | 3,975 | $262.9K | 0.06% | 2025-12-31 |
| 101 | THOMPSON DAVIS & CO., INC. | 3,880 | $256.7K | 0.06% | 2025-12-31 |
| 102 | First Affirmative Financial Network | 4,370 | $255.9K | 0.07% | 2025-09-30 |
| 103 | Sanctuary Advisors, LLC | 3,877 | $246.5K | 0.06% | 2025-12-31 |
| 104 | Venture Visionary Partners LLC | 3,631 | $240.2K | 0.06% | 2025-12-31 |
| 105 | Sigma Planning Corp | 4,029 | $235.9K | 0.06% | 2025-06-30 |
| 106 | SILVER OAK SECURITIES, INCORPORATED | 3,494 | $232.7K | 0.05% | 2025-12-31 |
| 107 | Ethic Inc. | 3,497 | $231.3K | 0.05% | 2025-12-31 |
| 108 | J.W. COLE ADVISORS, INC. | 3,597 | $231.0K | 0.06% | 2025-12-31 |
| 109 | Allworth Financial LP | 3,258 | $215.5K | 0.05% | 2025-12-31 |
| 110 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 3,229 | $213.6K | 0.05% | 2025-12-31 |
| 111 | AMERIPRISE FINANCIAL INC | 3,192 | $211.2K | 0.05% | 2025-12-31 |
| 112 | WNY Asset Management, LLC | 3,307 | $210.3K | 0.05% | 2025-09-30 |
| 113 | MORGAN STANLEY | 3,177 | $210.2K | 0.05% | 2025-12-31 |
| 114 | FLAGSHIP HARBOR ADVISORS, LLC | 3,082 | $203.9K | 0.05% | 2025-12-31 |
| 115 | Wells Financial Advisors INC | 2,610 | $172.7K | 0.04% | 2025-12-31 |
| 116 | Kestra Advisory Services, LLC | 2,488 | $164.6K | 0.04% | 2025-12-31 |
| 117 | Tradewinds Capital Management, LLC | 1,567 | $103.7K | 0.02% | 2025-12-31 |
| 118 | Milestone Investment Advisors LLC | 1,017 | $67.3K | 0.01% | 2025-12-31 |
| 119 | FMR LLC | 983 | $65.0K | 0.01% | 2025-12-31 |
| 120 | ELEVATION POINT WEALTH PARTNERS, LLC | 1,109 | $64.9K | 0.01% | 2025-12-31 |
| 121 | NorthRock Partners, LLC | 1,042 | $61.0K | 0.01% | 2025-06-30 |
| 122 | Rossby Financial, LCC | 908 | $60.1K | 0.01% | 2025-12-31 |
| 123 | Bank of Italy | 771,136 | $51.0K | 12.94% | 2025-12-31 |
| 124 | GUARDIAN WEALTH ADVISORS, LLC / NC | 850 | $49.8K | 0.01% | 2025-06-30 |
| 125 | US BANCORP \DE\ | 672 | $44.5K | 0.01% | 2025-12-31 |
| 126 | AdvisorNet Financial, Inc | 630 | $41.7K | 0.01% | 2025-12-31 |
| 127 | UBS Group AG | 562 | $37.2K | 0.00% | 2025-12-31 |
| 128 | CITIGROUP INC | 495 | $32.7K | 0.00% | 2025-12-31 |
| 129 | Olde Wealth Management, LLC | 487,666 | $32.3K | 8.18% | 2025-12-31 |
| 130 | HARBOUR INVESTMENTS, INC. | 495 | $31.5K | 0.00% | 2025-09-30 |
| 131 | Crews Bank & Trust | 350 | $22.3K | 0.00% | 2025-09-30 |
| 132 | AlphaCore Capital LLC | 300 | $19.8K | 0.00% | 2025-12-31 |
| 133 | Investors Portfolio Services LLC | 249 | $16.5K | 0.00% | 2025-12-31 |
| 134 | SBI Securities Co., Ltd. | 229 | $15.1K | 0.00% | 2025-12-31 |
| 135 | Salomon & Ludwin, LLC | 176 | $11.7K | 0.00% | 2025-12-31 |
| 136 | HORIZON FINANCIAL SERVICES, LLC | 113 | $7.5K | 0.00% | 2025-12-31 |
| 137 | Capitol Family Office, Inc. | 94 | $6.2K | 0.00% | 2025-12-31 |
| 138 | Geneos Wealth Management Inc. | 65 | $4.3K | 0.00% | 2025-12-31 |
| 139 | GPS Wealth Strategies Group, LLC | 40 | $2.5K | 0.00% | 2025-09-30 |
| 140 | Glen Eagle Advisors, LLC | 38 | $2.2K | 0.00% | 2025-06-30 |
| 141 | R. W. Roge & Company, Inc. | 20,669 | $1.4K | 0.34% | 2025-12-31 |
| 142 | Capital Analysts, LLC | 14,897 | $985 | 0.25% | 2025-12-31 |
| 143 | CWM, LLC | 8,378 | $554 | 0.14% | 2025-12-31 |
| 144 | Keating Financial Advisory Services, Inc. | 7 | $463 | 0.00% | 2025-12-31 |
| 145 | HRT FINANCIAL LP | 6,159 | $391 | 0.10% | 2025-09-30 |
| 146 | VALLEY NATIONAL ADVISERS INC | 1,873 | $123 | 0.03% | 2025-12-31 |
| 147 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |