CUSIP 78468R747
SPDR SERIES TRUST
147 institutions · $118.2M total · 957,263 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Rock Creek Group, LP | 139,960 | $18.5M | 14.62% | 2025-12-31 |
| 2 | LPL Financial LLC | 121,362 | $16.0M | 12.67% | 2025-12-31 |
| 3 | MORGAN STANLEY | 95,708 | $12.6M | 9.99% | 2025-12-31 |
| 4 | First Affirmative Financial Network | 93,214 | $11.9M | 9.73% | 2025-09-30 |
| 5 | ALBION FINANCIAL GROUP /UT | 45,072 | $6.0M | 4.70% | 2025-12-31 |
| 6 | Geneos Wealth Management Inc. | 33,081 | $4.4M | 3.45% | 2025-12-31 |
| 7 | JPMORGAN CHASE & CO | 31,475 | $4.2M | 3.28% | 2025-12-31 |
| 8 | Cetera Investment Advisers | 28,972 | $3.8M | 3.02% | 2025-12-31 |
| 9 | UBS Group AG | 21,418 | $2.8M | 2.23% | 2025-12-31 |
| 10 | BANK OF AMERICA CORP /DE/ | 20,537 | $2.6M | 2.14% | 2025-12-31 |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 11,985 | $1.6M | 1.25% | 2025-12-31 |
| 12 | Royal Bank of Canada | 11,605 | $1.5M | 1.21% | 2025-12-31 |
| 13 | WELLS FARGO & COMPANY/MN | 11,066 | $1.5M | 1.15% | 2025-12-31 |
| 14 | CITADEL ADVISORS LLC | 9,620 | $1.1M | 1.00% | 2025-03-31 |
| 15 | Gradient Investments LLC | 6,707 | $885.8K | 0.70% | 2025-12-31 |
| 16 | Bell Investment Advisors, Inc | 6,459 | $853.1K | 0.67% | 2025-12-31 |
| 17 | SEI INVESTMENTS CO | 6,204 | $819.4K | 0.64% | 2025-12-31 |
| 18 | JONES FINANCIAL COMPANIES LLLP | 6,203 | $819.2K | 0.64% | 2025-12-31 |
| 19 | Wealthfront Advisers LLC | 6,160 | $813.6K | 0.64% | 2025-12-31 |
| 20 | Kestra Advisory Services, LLC | 5,842 | $771.6K | 0.61% | 2025-12-31 |
| 21 | Wilmington Savings Fund Society, FSB | 5,743 | $758.5K | 0.59% | 2025-12-31 |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,508 | $745.4K | 0.57% | 2025-12-31 |
| 23 | AMERIPRISE FINANCIAL INC | 5,142 | $683.0K | 0.53% | 2025-12-31 |
| 24 | OSAIC HOLDINGS, INC. | 4,862 | $642.1K | 0.50% | 2025-12-31 |
| 25 | CW Advisors, LLC | 5,049 | $630.2K | 0.52% | 2025-06-30 |
| 26 | Laurel Wealth Planning LLC | 4,711 | $622.2K | 0.49% | 2025-12-31 |
| 27 | RAYMOND JAMES FINANCIAL INC | 4,647 | $613.7K | 0.48% | 2025-12-31 |
| 28 | MERCER GLOBAL ADVISORS INC /ADV | 4,631 | $611.6K | 0.48% | 2025-12-31 |
| 29 | CITIGROUP INC | 4,540 | $599.7K | 0.47% | 2025-12-31 |
| 30 | South Shore Capital Advisors | 3,935 | $519.7K | 0.41% | 2025-12-31 |
| 31 | Mendel Capital Management LLC | 4,038 | $514.7K | 0.42% | 2025-09-30 |
| 32 | Fingerlakes Wealth Management, Inc. | 3,894 | $514.3K | 0.40% | 2025-12-31 |
| 33 | CAPTRUST FINANCIAL ADVISORS | 3,863 | $510.2K | 0.40% | 2025-12-31 |
| 34 | Mountain Capital Investment Advisors Inc. | 3,667 | $498.7K | 0.38% | 2025-12-31 |
| 35 | US FINANCIAL ADVISORS, LLC | 4,363 | $498.0K | 0.45% | 2025-03-31 |
| 36 | SEEDS INVESTOR LLC | 3,616 | $477.6K | 0.37% | 2025-12-31 |
| 37 | Focus Partners Wealth | 3,540 | $467.5K | 0.36% | 2025-12-31 |
| 38 | Dynamic Advisor Solutions LLC | 3,395 | $448.4K | 0.35% | 2025-12-31 |
| 39 | CWC Advisors, LLC. | 3,258 | $430.3K | 0.34% | 2025-12-31 |
| 40 | Focus Partners Advisor Solutions, LLC | 3,244 | $428.4K | 0.33% | 2025-12-31 |
| 41 | ENVESTNET ASSET MANAGEMENT INC | 3,223 | $425.6K | 0.33% | 2025-12-31 |
| 42 | Winter & Associates, Inc. | 3,208 | $423.7K | 0.33% | 2025-12-31 |
| 43 | Integrated Wealth Concepts LLC | 3,064 | $404.6K | 0.32% | 2025-12-31 |
| 44 | Mariner, LLC | 3,007 | $397.1K | 0.31% | 2025-12-31 |
| 45 | SIMON QUICK ADVISORS, LLC | 3,000 | $396.2K | 0.31% | 2025-12-31 |
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,967 | $391.9K | 0.30% | 2025-12-31 |
| 47 | GOLDMAN SACHS GROUP INC | 3,416 | $389.9K | 0.35% | 2025-06-30 |
| 48 | CERTUITY, LLC | 2,816 | $372.0K | 0.29% | 2025-12-31 |
| 49 | Bank of New York Mellon Corp | 2,816 | $371.9K | 0.29% | 2025-12-31 |
| 50 | Aprio Wealth Management, LLC | 2,809 | $371.0K | 0.29% | 2025-12-31 |
| 51 | MITCHELL SINKLER & STARR/PA | 2,625 | $346.7K | 0.27% | 2025-12-31 |
| 52 | FMR LLC | 2,585 | $341.4K | 0.27% | 2025-12-31 |
| 53 | JOHNSON INVESTMENT COUNSEL INC | 2,500 | $330.2K | 0.26% | 2025-12-31 |
| 54 | HighTower Advisors, LLC | 2,457 | $324.5K | 0.25% | 2025-12-31 |
| 55 | PITTENGER & ANDERSON INC | 2,430 | $320.9K | 0.25% | 2025-12-31 |
| 56 | Valmark Advisers, Inc. | 2,332 | $308.0K | 0.24% | 2025-12-31 |
| 57 | PFG Investments, LLC | 2,376 | $302.8K | 0.24% | 2025-09-30 |
| 58 | KilterHowling LLC | 2,106 | $278.1K | 0.22% | 2025-12-31 |
| 59 | TRAPHAGEN INVESTMENT ADVISORS LLC | 2,101 | $277.5K | 0.21% | 2025-12-31 |
| 60 | SENTINEL PENSION ADVISORS, LLC | 2,417 | $275.9K | 0.25% | 2025-03-31 |
| 61 | Clifford Group, LLC | 2,021 | $266.9K | 0.21% | 2025-12-31 |
| 62 | TRUIST FINANCIAL CORP | 2,014 | $266.0K | 0.21% | 2025-12-31 |
| 63 | Creative Planning | 1,998 | $263.9K | 0.20% | 2025-12-31 |
| 64 | BLAIR WILLIAM & CO/IL | 1,896 | $250.4K | 0.19% | 2025-12-31 |
| 65 | ABOUND FINANCIAL, LLC | 1,888 | $249.3K | 0.19% | 2025-12-31 |
| 66 | Grove Bank & Trust | 1,886 | $249.1K | 0.19% | 2025-12-31 |
| 67 | ASSETMARK, INC | 1,777 | $234.7K | 0.18% | 2025-12-31 |
| 68 | Pathstone Holdings, LLC | 1,742 | $230.1K | 0.18% | 2025-12-31 |
| 69 | Sowell Financial Services LLC | 1,717 | $226.7K | 0.17% | 2025-12-31 |
| 70 | White Lighthouse Investment Management Inc. | 1,658 | $218.9K | 0.17% | 2025-12-31 |
| 71 | SILVERLAKE WEALTH MANAGEMENT LLC | 1,608 | $212.4K | 0.16% | 2025-12-31 |
| 72 | Baker Avenue Asset Management, LP | 1,578 | $208.4K | 0.16% | 2025-12-31 |
| 73 | Sincerus Advisory, LLC | 1,574 | $207.9K | 0.16% | 2025-12-31 |
| 74 | MENORA MIVTACHIM HOLDINGS LTD. | 1,554 | $205.2K | 0.16% | 2025-12-31 |
| 75 | Monument Group Wealth Advisors, LLC | 1,550 | $204.7K | 0.16% | 2025-12-31 |
| 76 | Stephens Consulting, LLC | 1,542 | $192.5K | 0.16% | 2025-06-30 |
| 77 | PRIVATE TRUST CO NA | 1,146 | $151.4K | 0.11% | 2025-12-31 |
| 78 | MJT & Associates Financial Advisory Group, Inc. | 1,111 | $146.7K | 0.11% | 2025-12-31 |
| 79 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,045 | $138.1K | 0.10% | 2025-12-31 |
| 80 | Vermillion Wealth Management, Inc. | 980 | $129.4K | 0.10% | 2025-12-31 |
| 81 | HOWE & RUSLING INC | 969 | $128.0K | 0.10% | 2025-12-31 |
| 82 | FLAGSHIP HARBOR ADVISORS, LLC | 923 | $122.0K | 0.09% | 2025-12-31 |
| 83 | ATTICUS WEALTH MANAGEMENT, LLC | 886 | $110.6K | 0.09% | 2025-06-30 |
| 84 | Rossby Financial, LCC | 775 | $102.4K | 0.08% | 2025-12-31 |
| 85 | MAI Capital Management | 772 | $102.0K | 0.08% | 2025-12-31 |
| 86 | Rockefeller Capital Management L.P. | 724 | $95.6K | 0.07% | 2025-12-31 |
| 87 | BANK OF MONTREAL /CAN/ | 700 | $92.5K | 0.07% | 2025-12-31 |
| 88 | Ameritas Investment Partners, Inc. | 686 | $90.7K | 0.07% | 2025-12-31 |
| 89 | COMERICA BANK | 614 | $81.0K | 0.06% | 2025-12-31 |
| 90 | Root Financial Partners, LLC | 587 | $77.5K | 0.06% | 2025-12-31 |
| 91 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 570 | $75.3K | 0.05% | 2025-12-31 |
| 92 | Sunbelt Securities, Inc. | 555 | $73.2K | 0.05% | 2025-12-31 |
| 93 | Aptus Capital Advisors, LLC | 532 | $70.3K | 0.05% | 2025-12-31 |
| 94 | Evelyn Partners Asset Management Ltd | 531 | $70.1K | 0.05% | 2025-12-31 |
| 95 | Princeton Global Asset Management LLC | 527 | $69.5K | 0.05% | 2025-12-31 |
| 96 | Godfrey Financial Associates, Inc. | 503 | $66.5K | 0.05% | 2025-12-31 |
| 97 | Bristlecone Advisors, LLC | 487 | $60.8K | 0.05% | 2025-06-30 |
| 98 | Steward Partners Investment Advisory, LLC | 460 | $58.6K | 0.04% | 2025-09-30 |
| 99 | Clearstead Advisors, LLC | 437 | $57.7K | 0.04% | 2025-12-31 |
| 100 | Russell Investments Group, Ltd. | 434 | $57.3K | 0.04% | 2025-12-31 |
| 101 | Berkshire Money Management, Inc. | 456 | $56.9K | 0.04% | 2025-06-30 |
| 102 | AlphaCore Capital LLC | 400 | $52.8K | 0.04% | 2025-12-31 |
| 103 | Wealthspire Advisors, LLC | 406 | $51.8K | 0.04% | 2025-09-30 |
| 104 | Optiver Holding B.V. | 335 | $44.2K | 0.03% | 2025-12-31 |
| 105 | PNC Financial Services Group, Inc. | 282 | $37.2K | 0.02% | 2025-12-31 |
| 106 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 221 | $29.2K | 0.02% | 2025-12-31 |
| 107 | FRANKLIN RESOURCES INC | 210 | $27.7K | 0.02% | 2025-12-31 |
| 108 | Ameritas Advisory Services, LLC | 214 | $26.7K | 0.02% | 2025-06-30 |
| 109 | SageView Advisory Group, LLC | 194 | $25.6K | 0.02% | 2025-12-31 |
| 110 | TD Capital Management LLC | 192 | $25.3K | 0.02% | 2025-12-31 |
| 111 | GPS Wealth Strategies Group, LLC | 172 | $21.9K | 0.01% | 2025-09-30 |
| 112 | HARBOUR INVESTMENTS, INC. | 162 | $21.4K | 0.01% | 2025-12-31 |
| 113 | Golden State Wealth Management, LLC | 145 | $19.2K | 0.01% | 2025-12-31 |
| 114 | Federation des caisses Desjardins du Quebec | 115 | $15.2K | 0.01% | 2025-12-31 |
| 115 | SBI Securities Co., Ltd. | 100 | $13.2K | 0.01% | 2025-12-31 |
| 116 | NATIONAL BANK OF CANADA /FI/ | 100 | $13.2K | 0.01% | 2025-12-31 |
| 117 | Glenmede Investment Management, LP | 92 | $11.5K | 0.00% | 2025-06-30 |
| 118 | TWIN PEAKS WEALTH ADVISORS, LLC | 80 | $9.9K | 0.00% | 2025-06-30 |
| 119 | PRINCIPAL SECURITIES, INC. | 69 | $8.8K | 0.00% | 2025-09-30 |
| 120 | GUARDIAN WEALTH ADVISORS, LLC / NC | 59 | $7.4K | 0.00% | 2025-06-30 |
| 121 | AllSquare Wealth Management LLC | 47 | $6.0K | 0.00% | 2025-12-31 |
| 122 | Betterment LLC | 37,944 | $5.0K | 3.96% | 2025-12-31 |
| 123 | Greykasell Wealth Strategies, Inc. | 35 | $4.6K | 0.00% | 2025-12-31 |
| 124 | Lodestone Wealth Management LLC | 30 | $3.9K | 0.00% | 2025-12-31 |
| 125 | CALDWELL SUTTER CAPITAL, INC. | 18 | $2.4K | 0.00% | 2025-12-31 |
| 126 | AE Wealth Management LLC | 17 | $2.2K | 0.00% | 2025-12-31 |
| 127 | Global Retirement Partners, LLC | 17 | $2.2K | 0.00% | 2025-12-31 |
| 128 | Bank Julius Baer & Co. Ltd, Zurich | 15 | $1.9K | 0.00% | 2025-09-30 |
| 129 | Asset Dedication, LLC | 12 | $1.6K | 0.00% | 2025-12-31 |
| 130 | Parallel Advisors, LLC | 10 | $1.4K | 0.00% | 2025-12-31 |
| 131 | WOLFF WIESE MAGANA LLC | 10 | $1.3K | 0.00% | 2025-12-31 |
| 132 | Cambridge Investment Research Advisors, Inc. | 9,898 | $1.3K | 1.03% | 2025-12-31 |
| 133 | CVA Family Office, LLC | 8 | $1.1K | 0.00% | 2025-12-31 |
| 134 | Allworth Financial LP | 7 | $925 | 0.00% | 2025-12-31 |
| 135 | WHITTIER TRUST CO | 3 | $425 | 0.00% | 2025-12-31 |
| 136 | Triumph Capital Management | 2 | $264 | 0.00% | 2025-12-31 |
| 137 | Financial Life Planners | 2 | $259 | 0.00% | 2025-09-30 |
| 138 | Thrivent Financial for Lutherans | 1,812 | $239 | 0.18% | 2025-12-31 |
| 139 | Janney Montgomery Scott LLC | 1,628 | $215 | 0.17% | 2025-12-31 |
| 140 | Wood Tarver Financial Group, LLC | 1,687 | $210 | 0.17% | 2025-06-30 |
| 141 | CENTAURUS FINANCIAL, INC. | 1,508 | $199 | 0.15% | 2025-12-31 |
| 142 | CWM, LLC | 1,014 | $134 | 0.10% | 2025-12-31 |
| 143 | Redwood Park Advisors LLC | 1 | $133 | 0.00% | 2025-12-31 |
| 144 | HUNTINGTON NATIONAL BANK | 1 | $132 | 0.00% | 2025-12-31 |
| 145 | Farther Finance Advisors, LLC | 1 | $113 | 0.00% | 2025-12-31 |
| 146 | Smithfield Trust Co | 24 | $3 | 0.00% | 2025-12-31 |
| 147 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |