CUSIP 78468R671
SPDR SER TR
75 institutions · $51.7M total · 1,948,253 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 157,217 | $13.4M | 8.06% | 2025-12-31 |
| 2 | Frederick Financial Consultants, LLC | 153,429 | $13.1M | 7.87% | 2025-12-31 |
| 3 | Hughes Financial Services, LLC | 36,924 | $3.2M | 1.89% | 2025-12-31 |
| 4 | Trek Financial, LLC | 46,823 | $2.3M | 2.40% | 2023-09-30 |
| 5 | Financial Advocates Investment Management | 46,698 | $2.2M | 2.39% | 2023-06-30 |
| 6 | UBS Group AG | 21,241 | $1.8M | 1.09% | 2025-12-31 |
| 7 | CoreCap Advisors, LLC | 18,009 | $1.5M | 0.92% | 2025-12-31 |
| 8 | MYECFO, LLC | 1,276,037 | $1.3M | 65.49% | 2023-09-30 |
| 9 | Cetera Advisors LLC | 22,164 | $1.3M | 1.13% | 2024-03-31 |
| 10 | Baird Financial Group, Inc. | 12,902 | $1.1M | 0.66% | 2025-12-31 |
| 11 | RAYMOND JAMES FINANCIAL INC | 10,733 | $915.8K | 0.55% | 2025-12-31 |
| 12 | WealthBridge Capital Management, LLC | 10,697 | $912.8K | 0.54% | 2025-12-31 |
| 13 | BNP PARIBAS ARBITRAGE, SNC | 10,100 | $861.8K | 0.51% | 2025-12-31 |
| 14 | TWO SIGMA INVESTMENTS, LP | 10,500 | $659.2K | 0.53% | 2025-03-31 |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 7,554 | $644.5K | 0.38% | 2025-12-31 |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,014 | $598.5K | 0.36% | 2025-12-31 |
| 17 | Fort Point Capital Partners LLC | 7,760 | $589.5K | 0.39% | 2025-06-30 |
| 18 | Eqis Capital Management, Inc. | 6,385 | $485.0K | 0.32% | 2025-06-30 |
| 19 | Hutchens & Kramer Investment Management Group, LLC | 5,636 | $480.9K | 0.28% | 2025-12-31 |
| 20 | Raymond James Financial Services Advisors, Inc. | 7,596 | $469.2K | 0.38% | 2024-09-30 |
| 21 | Wealthfront Advisers LLC | 5,066 | $432.3K | 0.26% | 2025-12-31 |
| 22 | Focus Partners Wealth | 5,006 | $427.2K | 0.25% | 2025-12-31 |
| 23 | HighTower Advisors, LLC | 4,653 | $397.0K | 0.23% | 2025-12-31 |
| 24 | WealthCare Investment Partners, LLC | 4,105 | $355.6K | 0.21% | 2025-12-31 |
| 25 | CITADEL ADVISORS LLC | 4,679 | $293.8K | 0.24% | 2025-03-31 |
| 26 | 3D/L Capital Management, LLC | 6,083 | $284.9K | 0.31% | 2023-12-31 |
| 27 | Cetera Investment Advisers | 3,318 | $283.1K | 0.17% | 2025-12-31 |
| 28 | WEALTH MANAGEMENT RESOURCES, INC. | 4,989 | $233.6K | 0.25% | 2023-12-31 |
| 29 | ADVISOR GROUP HOLDINGS, INC. | 2,376 | $202.8K | 0.12% | 2025-12-31 |
| 30 | American Portfolios Advisors | 4,500 | $162.3K | 0.23% | 2023-03-31 |
| 31 | BANK OF AMERICA CORP /DE/ | 1,751 | $149.8K | 0.08% | 2025-12-31 |
| 32 | Belvedere Trading LLC | 2,000 | $134.0K | 0.10% | 2024-12-31 |
| 33 | Farther Finance Advisors, LLC | 1,277 | $109.0K | 0.06% | 2025-12-31 |
| 34 | Kestra Advisory Services, LLC | 932 | $79.5K | 0.04% | 2025-12-31 |
| 35 | Allworth Financial LP | 679 | $57.9K | 0.03% | 2025-12-31 |
| 36 | US BANCORP \DE\ | 422 | $36.0K | 0.02% | 2025-12-31 |
| 37 | Prestige Wealth Management Group LLC | 420 | $35.9K | 0.02% | 2025-12-31 |
| 38 | ICA Group Wealth Management, LLC | 580 | $33.2K | 0.02% | 2024-03-31 |
| 39 | Wealth Preservation Advisors, LLC | 387 | $33.0K | 0.01% | 2025-12-31 |
| 40 | Geneos Wealth Management Inc. | 300 | $25.6K | 0.01% | 2025-12-31 |
| 41 | OPTIMUM INVESTMENT ADVISORS | 500 | $23.4K | 0.02% | 2023-12-31 |
| 42 | FMR LLC | 250 | $21.4K | 0.01% | 2025-09-30 |
| 43 | Parallel Advisors, LLC | 247 | $21.1K | 0.01% | 2025-12-31 |
| 44 | Nova Wealth Management, Inc. | 205 | $17.5K | 0.01% | 2025-12-31 |
| 45 | Heartwood Wealth Advisors LLC | 200 | $17.1K | 0.01% | 2025-09-30 |
| 46 | PRINCIPAL SECURITIES, INC. | 179 | $15.3K | 0.00% | 2025-09-30 |
| 47 | Tidemark, LLC | 160 | $13.7K | 0.00% | 2025-12-31 |
| 48 | AE Wealth Management LLC | 125 | $10.7K | 0.00% | 2025-12-31 |
| 49 | High Point Wealth Management, LLC | 122 | $10.4K | 0.00% | 2025-12-31 |
| 50 | FRANKLIN RESOURCES INC | 140 | $8.8K | 0.00% | 2025-03-31 |
| 51 | TOTH FINANCIAL ADVISORY CORP | 100 | $8.5K | 0.00% | 2025-12-31 |
| 52 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 135 | $8.3K | 0.00% | 2024-09-30 |
| 53 | Triumph Capital Management | 97 | $8.3K | 0.00% | 2025-12-31 |
| 54 | Royal Bank of Canada | 106 | $8.0K | 0.00% | 2025-09-30 |
| 55 | N.E.W. Advisory Services LLC | 65 | $5.5K | 0.00% | 2025-12-31 |
| 56 | WEBSTER BANK, N. A. | 100 | $4.7K | 0.00% | 2023-12-31 |
| 57 | FSA Wealth Management LLC | 50 | $4.3K | 0.00% | 2025-09-30 |
| 58 | Aptus Capital Advisors, LLC | 49 | $4.2K | 0.00% | 2025-12-31 |
| 59 | Spire Wealth Management | 65 | $3.0K | 0.00% | 2023-06-30 |
| 60 | MORGAN STANLEY | 20 | $1.7K | 0.00% | 2025-12-31 |
| 61 | IFP Advisors, Inc | 12 | $1.0K | 0.00% | 2025-12-31 |
| 62 | JPMORGAN CHASE & CO | 17 | $962 | 0.00% | 2024-12-31 |
| 63 | Graney & King, LLC | 6 | $512 | 0.00% | 2025-12-31 |
| 64 | American Capital Advisory, LLC | 8 | $503 | 0.00% | 2025-03-31 |
| 65 | Virtu Financial LLC | 4,482 | $383 | 0.23% | 2025-09-30 |
| 66 | USAdvisors Wealth Management, LLC | 3,732 | $318 | 0.19% | 2025-12-31 |
| 67 | Cambridge Investment Research Advisors, Inc. | 3,478 | $297 | 0.17% | 2025-12-31 |
| 68 | Cherry Tree Wealth Management, LLC | 5 | $245 | 0.00% | 2023-09-30 |
| 69 | COMMONWEALTH EQUITY SERVICES, LLC | 2,714 | $206 | 0.13% | 2025-06-30 |
| 70 | BANK OF MONTREAL /CAN/ | 2 | $113 | 0.00% | 2024-06-30 |
| 71 | CWM, LLC | 894 | $76 | 0.04% | 2025-12-31 |
| 72 | BARCLAYS PLC | 946 | $44 | 0.04% | 2023-12-31 |
| 73 | SIMPLEX TRADING, LLC | 100 | $6 | 0.00% | 2024-12-31 |
| 74 | WELLS FARGO & COMPANY/MN | 0 | $5 | 0.00% | 2025-12-31 |
| 75 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |