Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 78468R705

SPDR SER TR

82 institutions · $123.2M total · 471,385 shares

#ManagerSharesValue% of TotalPeriod
1LPL Financial LLC101,932$29.8M21.62%2025-12-31
2Baltimore-Washington Financial Advisors, Inc.72,494$21.2M15.37%2025-12-31
3GOLDMAN SACHS GROUP INC33,300$9.7M7.06%2025-12-31
4Steward Partners Investment Advisory, LLC24,150$7.1M5.12%2025-12-31
5MORGAN STANLEY22,750$6.6M4.82%2025-12-31
6Mariner, LLC22,161$6.5M4.70%2025-12-31
7Professional Financial Advisors, LLC20,350$5.9M4.31%2025-12-31
8Belvedere Trading LLC22,500$4.0M4.77%2023-12-31
9WEALTH ENHANCEMENT ADVISORY SERVICES, LLC9,017$2.7M1.91%2025-12-31
10ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC13,586$2.5M2.88%2023-09-30
11Western Wealth Management, LLC8,237$2.4M1.74%2025-12-31
12CITADEL ADVISORS LLC6,960$2.0M1.47%2025-09-30
13JANE STREET GROUP, LLC6,728$1.8M1.42%2025-06-30
14Ethos Capital Management, Inc.5,861$1.7M1.24%2025-12-31
15Royal Bank of Canada5,307$1.6M1.12%2025-12-31
16MAGNOLIA CAPITAL ADVISORS LLC8,747$1.5M1.85%2023-12-31
17PAX Financial Group, LLC4,346$1.3M0.92%2025-12-31
18RAYMOND JAMES FINANCIAL INC4,226$1.2M0.89%2025-12-31
19Raymond James Financial Services Advisors, Inc.4,313$1.1M0.91%2024-09-30
20Kestra Advisory Services, LLC3,118$910.7K0.66%2025-12-31
21Gateway Wealth Partners, LLC3,009$878.8K0.63%2025-12-31
22IFP Advisors, Inc3,061$874.1K0.64%2025-12-31
23BANK OF AMERICA CORP /DE/2,620$765.2K0.55%2025-12-31
24ADVISOR GROUP HOLDINGS, INC.2,339$683.1K0.49%2025-12-31
25Fulcrum Equity Management2,889$664.3K0.61%2024-03-31
26Southland Equity Partners LLC2,156$629.7K0.45%2025-12-31
27MGO ONE SEVEN LLC2,256$587.2K0.47%2024-12-31
28Prosperity Wealth Management, Inc.2,963$531.0K0.62%2023-12-31
29SILVER OAK SECURITIES, INCORPORATED2,305$530.0K0.48%2024-03-31
30Centurion Wealth Management LLC1,772$517.5K0.37%2025-12-31
31RFG Advisory, LLC2,066$370.2K0.43%2023-12-31
32SUSQUEHANNA INTERNATIONAL GROUP, LLP1,233$360.1K0.26%2025-12-31
33LEVEL FOUR ADVISORY SERVICES, LLC1,131$330.3K0.23%2025-12-31
34J.W. COLE ADVISORS, INC.1,099$321.0K0.23%2025-12-31
35ENVESTNET ASSET MANAGEMENT INC1,052$307.3K0.22%2025-12-31
36Aspire Capital Advisors LLC1,250$301.1K0.26%2025-03-31
37Berkshire Money Management, Inc.994$290.3K0.21%2025-12-31
38Sharkey, Howes & Javer975$284.7K0.20%2025-12-31
39Ashton Thomas Private Wealth, LLC1,151$232.6K0.24%2024-03-31
40Chicago Partners Investment Group LLC737$218.0K0.15%2025-12-31
41Mezzasalma Advisors, LLC1,212$217.2K0.25%2023-12-31
42COMMONWEALTH EQUITY SERVICES, LLC733$214.2K0.15%2025-12-31
43VisionPoint Advisory Group, LLC802$202.0K0.17%2024-09-30
44AE Wealth Management LLC559$163.3K0.11%2025-12-31
45US BANCORP \DE\533$155.7K0.11%2025-12-31
46AdvisorNet Financial, Inc485$141.7K0.10%2025-12-31
47NewEdge Advisors, LLC560$128.8K0.11%2024-03-31
48FLAGSHIP HARBOR ADVISORS, LLC397$116.0K0.08%2025-12-31
49VitalStone Financial, LLC423$106.4K0.08%2024-09-30
50OPTIMA CAPITAL LLC275$80.3K0.05%2025-12-31
51JFS WEALTH ADVISORS, LLC267$78.0K0.05%2025-12-31
52Spire Wealth Management269$65.3K0.05%2024-06-30
53Root Financial Partners, LLC218$63.7K0.04%2025-12-31
54Castleview Partners, LLC250$63.0K0.05%2024-12-31
55INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC240$58.3K0.05%2024-06-30
56COMERICA BANK121$35.3K0.02%2025-12-31
57CIBC Private Wealth Group, LLC100$26.3K0.02%2024-12-31
58HARBOUR INVESTMENTS, INC.138$24.6K0.02%2023-12-31
59BANK OF MONTREAL /CAN/91$17.2K0.01%2023-12-31
60UBS Group AG50$14.6K0.01%2025-12-31
61NATIONAL BANK OF CANADA /FI/42$12.3K0.00%2025-12-31
62ORG Partners LLC48$11.7K0.01%2024-06-30
63ORG Wealth Partners, LLC36$10.5K0.00%2025-12-31
64JPMORGAN CHASE & CO33$9.4K0.00%2025-09-30
65OAK HARBOR WEALTH PARTNERS, LLC28$8.2K0.00%2025-12-31
66Coppell Advisory Solutions LLC29$7.7K0.00%2024-12-31
67PNC Financial Services Group, Inc.23$5.5K0.00%2025-03-31
68CoreCap Advisors, LLC18$5.3K0.00%2025-12-31
69FIRST COMMUNITY TRUST NA16$4.7K0.00%2025-12-31
70Triumph Capital Management16$4.7K0.00%2025-12-31
71Cutler Group LLC / CA22,886$4.1K4.85%2023-12-31
72FMR LLC15$3.6K0.00%2025-03-31
73PRIVATE TRUST CO NA12$3.5K0.00%2025-12-31
74PRINCIPAL SECURITIES, INC.12$2.4K0.00%2024-03-31
75Cambridge Investment Research Advisors, Inc.1,911$5580.40%2025-12-31
76FLOW TRADERS U.S. LLC954$2540.20%2025-06-30
77WELLS FARGO & COMPANY/MN1$1850.00%2025-12-31
78Householder Group Estate & Retirement Specialist, LLC229$590.04%2024-12-31
79SIMPLEX TRADING, LLC118$330.02%2025-09-30
80CWM, LLC68$200.01%2025-12-31
81NBC SECURITIES, INC.26$40.00%2023-12-31
82CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30