CUSIP 78468R630

SPDR SER TR

39 institutions · $7.5M total · 103,043 shares

#	Manager	Shares	Value	% of Total	Period
1	WealthBridge Capital Management, LLC	16,787	$1.4M	16.29%	2025-12-31
2	Global View Capital Management LLC	19,046	$1.1M	18.48%	2024-12-31
3	Client First Investment Management LLC	12,734	$1.1M	12.35%	2025-12-31
4	CITADEL ADVISORS LLC	12,429	$1.1M	12.06%	2025-12-31
5	Fulcrum Equity Management	12,461	$950.0K	12.09%	2025-12-31
6	SUSQUEHANNA INTERNATIONAL GROUP, LLP	4,859	$413.5K	4.71%	2025-12-31
7	Virtus Family Office LLC	3,802	$323.5K	3.68%	2025-12-31
8	Wealthfront Advisers LLC	2,599	$221.1K	2.52%	2025-12-31
9	ADVISOR GROUP HOLDINGS, INC.	2,430	$207.3K	2.35%	2025-12-31
10	D.A. DAVIDSON & CO.	2,354	$200.3K	2.28%	2025-12-31
11	OPTIMUM INVESTMENT ADVISORS	1,500	$114.4K	1.45%	2025-09-30
12	Choate Investment Advisors	1,059	$68.2K	1.02%	2025-06-30
13	JPMORGAN CHASE & CO	800	$61.0K	0.77%	2025-09-30
14	HERITAGE WEALTH MANAGEMENT, LLC	1,250	$49.2K	1.21%	2023-03-31
15	SYM FINANCIAL Corp	1,000	$39.4K	0.97%	2023-12-31
16	U.S. Capital Wealth Advisors, LLC	820	$32.3K	0.79%	2023-03-31
17	North Star Investment Management Corp.	355	$30.2K	0.34%	2025-12-31
18	American Portfolios Advisors	657	$27.9K	0.63%	2023-03-31
19	MORGAN STANLEY	211	$18.0K	0.20%	2025-12-31
20	BANK OF AMERICA CORP /DE/	400	$17.9K	0.38%	2024-06-30
21	Garton & Associates Financial Advisors LLC	201	$17.1K	0.19%	2025-12-31
22	AlphaCore Capital LLC	200	$17.0K	0.19%	2025-12-31
23	HARBOUR INVESTMENTS, INC.	174	$9.3K	0.16%	2025-03-31
24	Coastal Investment Advisors, Inc.	206	$9.2K	0.19%	2024-06-30
25	Aptus Capital Advisors, LLC	200	$9.0K	0.19%	2024-03-31
26	GUARDIAN WEALTH ADVISORS, LLC / NC	200	$9.0K	0.19%	2024-03-31
27	Clearview Wealth Advisors LLC	166	$7.3K	0.16%	2023-09-30
28	HOLLENCREST CAPITAL MANAGEMENT	100	$6.4K	0.09%	2025-06-30
29	Clear Point Advisors Inc.	102	$5.2K	0.09%	2024-09-30
30	Jaffetilchin Investment Partners, LLC	101	$5.1K	0.09%	2024-09-30
31	Belpointe Asset Management LLC	71	$2.9K	0.06%	2023-06-30
32	UBS Group AG	52	$2.8K	0.05%	2025-03-31
33	Global Wealth Management Investment Advisory, Inc.	60	$2.4K	0.05%	2023-12-31
34	Glen Eagle Advisors, LLC	45	$1.8K	0.04%	2024-06-30
35	Cambridge Investment Research Advisors, Inc.	3,609	$307	3.50%	2025-12-31
36	WELLS FARGO & COMPANY/MN	1	$66	0.00%	2025-12-31
37	Triad Wealth Partners, LLC	1	$45	0.00%	2024-06-30
38	Creative Capital Management Investments LLC	1	$41	0.00%	2024-03-31
39	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0	$0	0.00%	2025-06-30