CUSIP 78468R804
SPDR SERIES TRUST
203 institutions · $617.6M total · 5,495,846 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Syntegra Private Wealth Group, LLC | 643,355 | $113.0M | 11.70% | 2025-12-31 |
| 2 | Gerber Kawasaki Wealth & Investment Management | 315,628 | $55.4M | 5.74% | 2025-12-31 |
| 3 | Baltimore-Washington Financial Advisors, Inc. | 295,425 | $51.9M | 5.37% | 2025-12-31 |
| 4 | CW Advisors, LLC | 187,919 | $32.8M | 3.41% | 2025-06-30 |
| 5 | LPL Financial LLC | 183,961 | $32.3M | 3.34% | 2025-12-31 |
| 6 | OSAIC HOLDINGS, INC. | 175,008 | $30.7M | 3.18% | 2025-12-31 |
| 7 | MORGAN STANLEY | 166,957 | $29.3M | 3.03% | 2025-12-31 |
| 8 | DORVAL Corp | 123,610 | $21.7M | 2.24% | 2025-12-31 |
| 9 | AQR CAPITAL MANAGEMENT LLC | 88,683 | $15.6M | 1.61% | 2025-12-31 |
| 10 | IEQ CAPITAL, LLC | 80,143 | $14.1M | 1.45% | 2025-12-31 |
| 11 | FOUNDERS FINANCIAL SECURITIES LLC | 80,140 | $14.1M | 1.45% | 2025-12-31 |
| 12 | BANK OF AMERICA CORP /DE/ | 65,249 | $11.5M | 1.18% | 2025-12-31 |
| 13 | INTEGRITY ALLIANCE, LLC. | 63,141 | $11.1M | 1.14% | 2025-12-31 |
| 14 | GOLDMAN SACHS GROUP INC | 61,782 | $10.8M | 1.12% | 2025-12-31 |
| 15 | Horizon Investments, LLC | 56,614 | $9.9M | 1.03% | 2025-12-31 |
| 16 | Ethos Financial Group, LLC | 54,586 | $9.6M | 0.99% | 2025-12-31 |
| 17 | STATE STREET CORP | 53,860 | $9.5M | 0.98% | 2025-12-31 |
| 18 | MAGNOLIA CAPITAL ADVISORS LLC | 42,893 | $7.5M | 0.78% | 2025-06-30 |
| 19 | Tempo Wealth, LLC | 39,818 | $7.0M | 0.72% | 2025-12-31 |
| 20 | HF Advisory Group, LLC | 171,046 | $6.2M | 3.11% | 2025-12-31 |
| 21 | Valmark Advisers, Inc. | 32,558 | $5.7M | 0.59% | 2025-12-31 |
| 22 | SEI INVESTMENTS CO | 26,593 | $4.7M | 0.48% | 2025-12-31 |
| 23 | JPMORGAN CHASE & CO | 25,183 | $4.4M | 0.45% | 2025-12-31 |
| 24 | SILVER OAK SECURITIES, INCORPORATED | 22,746 | $4.0M | 0.41% | 2025-12-31 |
| 25 | Journey Advisory Group, LLC | 21,657 | $3.8M | 0.39% | 2025-12-31 |
| 26 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 20,034 | $3.6M | 0.36% | 2025-12-31 |
| 27 | Sage Mountain Advisors LLC | 18,958 | $3.3M | 0.34% | 2025-12-31 |
| 28 | UBS Group AG | 16,526 | $2.9M | 0.30% | 2025-12-31 |
| 29 | COMMONWEALTH EQUITY SERVICES, LLC | 15,962 | $2.8M | 0.29% | 2025-12-31 |
| 30 | FIRST AMERICAN TRUST, FSB | 15,572 | $2.7M | 0.28% | 2025-12-31 |
| 31 | McNaughton Wealth Management, LLC | 13,497 | $2.4M | 0.24% | 2025-12-31 |
| 32 | TWO SIGMA INVESTMENTS, LP | 12,700 | $2.2M | 0.23% | 2025-12-31 |
| 33 | ENVESTNET ASSET MANAGEMENT INC | 12,528 | $2.2M | 0.22% | 2025-12-31 |
| 34 | Pallas Capital Advisors LLC | 12,052 | $2.1M | 0.21% | 2025-12-31 |
| 35 | ROFFMAN MILLER ASSOCIATES INC /PA/ | 11,818 | $2.1M | 0.21% | 2025-12-31 |
| 36 | RAYMOND JAMES FINANCIAL INC | 11,026 | $1.9M | 0.20% | 2025-12-31 |
| 37 | VestGen Advisors, LLC | 11,022 | $1.9M | 0.20% | 2025-12-31 |
| 38 | Legacy Advisory Services, LLC | 10,785 | $1.9M | 0.19% | 2025-12-31 |
| 39 | Elevation Capital Advisory, LLC | 10,402 | $1.8M | 0.18% | 2025-12-31 |
| 40 | Cetera Investment Advisers | 10,054 | $1.8M | 0.18% | 2025-12-31 |
| 41 | REGATTA CAPITAL GROUP, LLC | 9,852 | $1.7M | 0.17% | 2025-12-31 |
| 42 | Caliber Wealth Management, LLC / KS | 8,741 | $1.5M | 0.15% | 2025-12-31 |
| 43 | NORDEN GROUP LLC | 8,455 | $1.5M | 0.15% | 2025-12-31 |
| 44 | CITADEL ADVISORS LLC | 8,280 | $1.5M | 0.15% | 2025-12-31 |
| 45 | Milestone Investment Advisors LLC | 8,198 | $1.4M | 0.14% | 2025-12-31 |
| 46 | Mariner, LLC | 8,040 | $1.4M | 0.14% | 2025-12-31 |
| 47 | Financial Insights, Inc. | 7,219 | $1.3M | 0.13% | 2025-06-30 |
| 48 | Fortis Group Advisors, LLC | 6,716 | $1.2M | 0.12% | 2025-12-31 |
| 49 | Financial Advocates Investment Management | 6,961 | $1.2M | 0.12% | 2025-06-30 |
| 50 | Independent Wealth Network Inc. | 6,415 | $1.1M | 0.11% | 2025-12-31 |
| 51 | Miracle Mile Advisors, LLC | 6,298 | $1.1M | 0.11% | 2025-12-31 |
| 52 | Private Advisor Group, LLC | 6,285 | $1.1M | 0.11% | 2025-12-31 |
| 53 | Flagship Private Wealth, LLC | 6,077 | $1.1M | 0.11% | 2025-12-31 |
| 54 | Portland Financial Advisors Inc | 6,062 | $1.1M | 0.11% | 2025-12-31 |
| 55 | Family Capital Management, Inc. | 6,008 | $1.1M | 0.10% | 2025-12-31 |
| 56 | Apollon Financial, LLC | 5,873 | $1.0M | 0.10% | 2025-12-31 |
| 57 | IHT Wealth Management, LLC | 5,762 | $1.0M | 0.10% | 2025-12-31 |
| 58 | Gateway Wealth Partners, LLC | 5,605 | $984.1K | 0.10% | 2025-12-31 |
| 59 | Mission Creek Capital Partners, Inc. | 5,591 | $981.5K | 0.10% | 2025-12-31 |
| 60 | Royal Bank of Canada | 5,448 | $957.0K | 0.09% | 2025-12-31 |
| 61 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,396 | $947.3K | 0.09% | 2025-12-31 |
| 62 | Krilogy Financial LLC | 5,001 | $911.6K | 0.09% | 2025-12-31 |
| 63 | Cypress Wealth Services, LLC | 5,000 | $877.9K | 0.09% | 2025-12-31 |
| 64 | Strategic Blueprint, LLC | 4,860 | $853.3K | 0.08% | 2025-12-31 |
| 65 | AVANTAX ADVISORY SERVICES, INC. | 4,751 | $829.6K | 0.08% | 2025-06-30 |
| 66 | Efficient Advisors, LLC | 4,671 | $815.6K | 0.08% | 2025-06-30 |
| 67 | Rockefeller Capital Management L.P. | 4,608 | $809.0K | 0.08% | 2025-12-31 |
| 68 | HARBOUR INVESTMENTS, INC. | 4,593 | $806.5K | 0.08% | 2025-12-31 |
| 69 | JBR Co Financial Management Inc | 4,389 | $770.6K | 0.07% | 2025-12-31 |
| 70 | ABOUND FINANCIAL, LLC | 4,387 | $770.2K | 0.07% | 2025-12-31 |
| 71 | SHEETS SMITH WEALTH MANAGEMENT | 4,384 | $769.7K | 0.07% | 2025-12-31 |
| 72 | Barnes Wealth Management Group, Inc | 4,300 | $755.0K | 0.07% | 2025-12-31 |
| 73 | Thrive Capital Management, LLC | 4,074 | $715.2K | 0.07% | 2025-12-31 |
| 74 | Integrated Wealth Concepts LLC | 4,025 | $706.6K | 0.07% | 2025-12-31 |
| 75 | RIVERSEDGE ADVISORS, LLC | 3,924 | $688.9K | 0.07% | 2025-12-31 |
| 76 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,855 | $676.8K | 0.07% | 2025-12-31 |
| 77 | PERRYMAN FINANCIAL ADVISORY INC /AD | 3,697 | $649.1K | 0.06% | 2025-12-31 |
| 78 | AMERIPRISE FINANCIAL INC | 3,644 | $639.8K | 0.06% | 2025-12-31 |
| 79 | Integrity Advisory Solutions, LLC | 3,598 | $631.7K | 0.06% | 2025-12-31 |
| 80 | Harvest Investment Services, LLC | 3,583 | $629.1K | 0.06% | 2025-12-31 |
| 81 | Mutual Advisors, LLC | 3,561 | $625.3K | 0.06% | 2025-12-31 |
| 82 | Compound Planning, Inc. | 3,443 | $604.5K | 0.06% | 2025-12-31 |
| 83 | Avant Capital LLC | 3,348 | $587.8K | 0.06% | 2025-12-31 |
| 84 | Mach-1 Financial Group, LLC | 3,223 | $574.2K | 0.05% | 2025-09-30 |
| 85 | Brookstone Capital Management | 3,233 | $567.7K | 0.05% | 2025-12-31 |
| 86 | Raab & Moskowitz Asset Management LLC | 3,214 | $564.3K | 0.05% | 2025-12-31 |
| 87 | MML INVESTORS SERVICES, LLC | 3,187 | $559.6K | 0.05% | 2025-12-31 |
| 88 | J.W. COLE ADVISORS, INC. | 3,440 | $555.7K | 0.06% | 2025-12-31 |
| 89 | Vista Cima Wealth Management LLC | 2,995 | $525.8K | 0.05% | 2025-12-31 |
| 90 | Hutchens & Kramer Investment Management Group, LLC | 2,990 | $525.0K | 0.05% | 2025-12-31 |
| 91 | RFG - Bristol Wealth Advisors, LLC | 2,865 | $503.1K | 0.05% | 2025-12-31 |
| 92 | Ameritas Advisory Services, LLC | 2,831 | $497.0K | 0.05% | 2025-12-31 |
| 93 | JONES FINANCIAL COMPANIES LLLP | 2,829 | $496.7K | 0.05% | 2025-12-31 |
| 94 | CREATIVE FINANCIAL DESIGNS INC /ADV | 2,819 | $495.0K | 0.05% | 2025-12-31 |
| 95 | Insight Advisors, LLC/ PA | 2,812 | $493.6K | 0.05% | 2025-12-31 |
| 96 | CARDIFF PARK ADVISORS, LLC | 2,719 | $477.4K | 0.04% | 2025-12-31 |
| 97 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,635 | $462.6K | 0.04% | 2025-12-31 |
| 98 | Legacy Trust | 2,568 | $450.9K | 0.04% | 2025-12-31 |
| 99 | Stratos Wealth Partners, LTD. | 2,548 | $447.4K | 0.04% | 2025-12-31 |
| 100 | Mallini Complete Financial Planning LLC | 2,462 | $432.3K | 0.04% | 2025-12-31 |
| 101 | ARQ WEALTH ADVISORS, LLC | 2,460 | $431.9K | 0.04% | 2025-12-31 |
| 102 | Darwin Wealth Management, LLC | 2,437 | $428.0K | 0.04% | 2025-12-31 |
| 103 | AXXCESS WEALTH MANAGEMENT, LLC | 2,438 | $428.0K | 0.04% | 2025-12-31 |
| 104 | High Net Worth Advisory Group LLC | 2,400 | $421.4K | 0.04% | 2025-12-31 |
| 105 | ARS Wealth Advisors Group, LLC | 2,356 | $413.6K | 0.04% | 2025-12-31 |
| 106 | AE Wealth Management LLC | 2,351 | $412.7K | 0.04% | 2025-12-31 |
| 107 | FMR LLC | 2,349 | $412.4K | 0.04% | 2025-12-31 |
| 108 | HighTower Advisors, LLC | 2,347 | $412.1K | 0.04% | 2025-12-31 |
| 109 | Farther Finance Advisors, LLC | 2,326 | $408.4K | 0.04% | 2025-12-31 |
| 110 | Commonwealth Financial Services, LLC | 2,311 | $405.7K | 0.04% | 2025-12-31 |
| 111 | EP Wealth Advisors, LLC | 2,216 | $389.1K | 0.04% | 2025-12-31 |
| 112 | &PARTNERS | 2,156 | $378.6K | 0.03% | 2025-12-31 |
| 113 | UPTICK PARTNERS, LLC | 2,036 | $357.5K | 0.03% | 2025-12-31 |
| 114 | Aptus Capital Advisors, LLC | 2,006 | $352.2K | 0.03% | 2025-12-31 |
| 115 | Second Line Capital, LLC | 2,006 | $352.2K | 0.03% | 2025-12-31 |
| 116 | Merit Financial Group, LLC | 1,878 | $329.7K | 0.03% | 2025-12-31 |
| 117 | Tower Research Capital LLC (TRC) | 1,821 | $324.4K | 0.03% | 2025-09-30 |
| 118 | CWM, LLC | 1,804,160 | $316.8K | 32.82% | 2025-12-31 |
| 119 | MERCER GLOBAL ADVISORS INC /ADV | 1,785 | $313.4K | 0.03% | 2025-12-31 |
| 120 | Millington Financial Advisors, LLC | 1,617 | $300.3K | 0.02% | 2025-12-31 |
| 121 | WEALTHGARDEN F.S. LLC | 1,643 | $299.4K | 0.02% | 2025-12-31 |
| 122 | Western Wealth Management, LLC | 1,681 | $295.2K | 0.03% | 2025-12-31 |
| 123 | Cornerstone Wealth Management, LLC | 1,678 | $294.6K | 0.03% | 2025-12-31 |
| 124 | Sherman Wealth Management LLC | 1,653 | $290.3K | 0.03% | 2025-12-31 |
| 125 | Trek Financial, LLC | 1,619 | $284.3K | 0.02% | 2025-12-31 |
| 126 | STIFEL FINANCIAL CORP | 1,611 | $282.8K | 0.02% | 2025-12-31 |
| 127 | Prosperity Financial Group, Inc. | 1,596 | $280.2K | 0.02% | 2025-12-31 |
| 128 | Berkeley, Inc | 1,533 | $269.1K | 0.02% | 2025-12-31 |
| 129 | Iowa State Bank | 1,491 | $261.8K | 0.02% | 2025-12-31 |
| 130 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,452 | $255.0K | 0.02% | 2025-12-31 |
| 131 | Steward Partners Investment Advisory, LLC | 1,447 | $254.1K | 0.02% | 2025-12-31 |
| 132 | Bouchey Financial Group Ltd | 1,400 | $245.8K | 0.02% | 2025-12-31 |
| 133 | Accel Wealth Management | 1,375 | $245.0K | 0.02% | 2025-09-30 |
| 134 | CALTON & ASSOCIATES, INC. | 1,352 | $240.9K | 0.02% | 2025-09-30 |
| 135 | Brookwood Investment Group LLC | 1,361 | $239.0K | 0.02% | 2025-12-31 |
| 136 | Stonebridge Financial Group, LLC | 1,344 | $235.9K | 0.02% | 2025-12-31 |
| 137 | Foundations Investment Advisors, LLC | 1,324 | $232.5K | 0.02% | 2025-12-31 |
| 138 | Investment Planning Advisors, Inc. | 1,300 | $228.2K | 0.02% | 2025-12-31 |
| 139 | AdvisorNet Financial, Inc | 1,260 | $221.2K | 0.02% | 2025-12-31 |
| 140 | Advisory Alpha, LLC | 1,226 | $217.4K | 0.02% | 2025-09-30 |
| 141 | Fisher Asset Management, LLC | 1,227 | $215.4K | 0.02% | 2025-12-31 |
| 142 | Aspire Capital Advisors LLC | 1,168 | $208.1K | 0.02% | 2025-09-30 |
| 143 | PACIFIC SUN FINANCIAL CORP | 1,150 | $205.0K | 0.02% | 2025-09-30 |
| 144 | Hughes Financial Services, LLC | 1,155 | $202.8K | 0.02% | 2025-12-31 |
| 145 | BARRETT & COMPANY, INC. | 1,054 | $185.1K | 0.01% | 2025-12-31 |
| 146 | PRIVATE TRUST CO NA | 901 | $158.2K | 0.01% | 2025-12-31 |
| 147 | Bogart Wealth, LLC | 827 | $145.1K | 0.01% | 2025-12-31 |
| 148 | Prestige Wealth Management Group LLC | 735 | $127.9K | 0.01% | 2025-12-31 |
| 149 | Grey Fox Wealth Advisors, LLC | 619 | $110.3K | 0.01% | 2025-09-30 |
| 150 | NewEdge Advisors, LLC | 626 | $109.9K | 0.01% | 2025-12-31 |
| 151 | Arax Advisory Partners | 626 | $109.8K | 0.01% | 2025-12-31 |
| 152 | Optiver Holding B.V. | 588 | $104.8K | 0.01% | 2025-09-30 |
| 153 | NBC SECURITIES, INC. | 408 | $71.6K | 0.00% | 2025-12-31 |
| 154 | Kestra Advisory Services, LLC | 380 | $66.8K | 0.00% | 2025-12-31 |
| 155 | CENTRAL TRUST Co | 378 | $66.4K | 0.00% | 2025-12-31 |
| 156 | SIGNATUREFD, LLC | 323 | $56.7K | 0.00% | 2025-12-31 |
| 157 | Newbridge Financial Services Group, Inc. | 306 | $53.7K | 0.00% | 2025-12-31 |
| 158 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 302 | $53.0K | 0.00% | 2025-12-31 |
| 159 | Comprehensive Financial Planning, Inc./PA | 254 | $44.7K | 0.00% | 2025-12-31 |
| 160 | Advantage Trust Co | 219 | $39.0K | 0.00% | 2025-09-30 |
| 161 | Paladin Advisory Group, LLC | 217 | $38.1K | 0.00% | 2025-12-31 |
| 162 | COMERICA BANK | 198 | $34.8K | 0.00% | 2025-12-31 |
| 163 | BlackRock, Inc. | 191 | $33.5K | 0.00% | 2025-12-31 |
| 164 | Spire Wealth Management | 168 | $29.5K | 0.00% | 2025-12-31 |
| 165 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 160 | $28.1K | 0.00% | 2025-12-31 |
| 166 | BLAIR WILLIAM & CO/IL | 147 | $26.2K | 0.00% | 2025-09-30 |
| 167 | ASSETMARK, INC | 110 | $19.3K | 0.00% | 2025-12-31 |
| 168 | Geneos Wealth Management Inc. | 108 | $19.0K | 0.00% | 2025-12-31 |
| 169 | Federation des caisses Desjardins du Quebec | 100 | $17.6K | 0.00% | 2025-12-31 |
| 170 | Westside Investment Management, Inc. | 84 | $14.9K | 0.00% | 2025-12-31 |
| 171 | IFP Advisors, Inc | 84 | $14.7K | 0.00% | 2025-12-31 |
| 172 | ELEVATION WEALTH PARTNERS, LLC | 80 | $14.3K | 0.00% | 2025-09-30 |
| 173 | SageView Advisory Group, LLC | 78 | $13.7K | 0.00% | 2025-12-31 |
| 174 | US BANCORP \DE\ | 68 | $11.9K | 0.00% | 2025-12-31 |
| 175 | Qube Research & Technologies Ltd | 65 | $11.4K | 0.00% | 2025-12-31 |
| 176 | Rosenberg Matthew Hamilton | 64 | $11.2K | 0.00% | 2025-12-31 |
| 177 | Front Row Advisors LLC | 60 | $10.5K | 0.00% | 2025-12-31 |
| 178 | Olistico Wealth, LLC | 57 | $10.0K | 0.00% | 2025-12-31 |
| 179 | Advisory Services Network, LLC | 55 | $9.8K | 0.00% | 2025-09-30 |
| 180 | Reyes Financial Architecture, Inc. | 40 | $7.1K | 0.00% | 2025-09-30 |
| 181 | Tidemark, LLC | 33 | $5.8K | 0.00% | 2025-12-31 |
| 182 | CoreCap Advisors, LLC | 31 | $5.4K | 0.00% | 2025-12-31 |
| 183 | Vermillion & White Wealth Management Group, LLC | 28 | $5.0K | 0.00% | 2025-12-31 |
| 184 | Painted Porch Advisors LLC | 19 | $3.4K | 0.00% | 2025-12-31 |
| 185 | FLAGSHIP HARBOR ADVISORS, LLC | 17 | $3.2K | 0.00% | 2025-12-31 |
| 186 | Capital Investment Advisory Services, LLC | 17 | $3.0K | 0.00% | 2025-12-31 |
| 187 | Atlantic Union Bankshares Corp | 17 | $3.0K | 0.00% | 2025-09-30 |
| 188 | WELLS FARGO & COMPANY/MN | 16 | $2.8K | 0.00% | 2025-12-31 |
| 189 | Cambridge Investment Research Advisors, Inc. | 10,873 | $1.9K | 0.19% | 2025-12-31 |
| 190 | THOROUGHBRED FINANCIAL SERVICES, LLC | 9,222 | $1.6K | 0.16% | 2025-12-31 |
| 191 | Daiwa Securities Group Inc. | 8,730 | $1.5K | 0.15% | 2025-12-31 |
| 192 | PRINCIPAL SECURITIES, INC. | 7 | $1.2K | 0.00% | 2025-09-30 |
| 193 | WEDBUSH SECURITIES INC | 3,176 | $558 | 0.05% | 2025-12-31 |
| 194 | Thrivent Financial for Lutherans | 2,262 | $397 | 0.04% | 2025-12-31 |
| 195 | TSFG, LLC | 2,108 | $370 | 0.03% | 2025-12-31 |
| 196 | PARK AVENUE SECURITIES LLC | 1,598 | $281 | 0.02% | 2025-12-31 |
| 197 | Janney Montgomery Scott LLC | 1,400 | $246 | 0.02% | 2025-12-31 |
| 198 | WFA of San Diego, LLC | 1 | $178 | 0.00% | 2025-12-31 |
| 199 | Global Retirement Partners, LLC | 1 | $176 | 0.00% | 2025-12-31 |
| 200 | CITIGROUP INC | 1 | $176 | 0.00% | 2025-12-31 |
| 201 | Ulland Investment Advisors, LLC | 212 | $37 | 0.00% | 2025-12-31 |
| 202 | CX Institutional | 41 | $7 | 0.00% | 2025-09-30 |
| 203 | IFC & Insurance Marketing, Inc. | 15 | $3 | 0.00% | 2025-12-31 |