CUSIP 78468R812
SPDR SERIES TRUST
199 institutions · $1.31B total · 7,623,991 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 2,032,514 | $353.5M | 26.65% | 2025-12-31 |
| 2 | Tolleson Wealth Management, Inc. | 544,403 | $94.8M | 7.14% | 2025-12-31 |
| 3 | SFMG, LLC | 527,047 | $91.8M | 6.91% | 2025-12-31 |
| 4 | LPL Financial LLC | 333,050 | $58.0M | 4.36% | 2025-12-31 |
| 5 | Perennial Investment Advisors, LLC | 298,342 | $52.0M | 3.91% | 2025-12-31 |
| 6 | Private Advisor Group, LLC | 290,426 | $50.6M | 3.80% | 2025-12-31 |
| 7 | BANK OF AMERICA CORP /DE/ | 268,567 | $46.0M | 3.52% | 2025-12-31 |
| 8 | ELEVATION POINT WEALTH PARTNERS, LLC | 238,262 | $38.9M | 3.12% | 2025-12-31 |
| 9 | AMERIPRISE FINANCIAL INC | 198,430 | $34.6M | 2.60% | 2025-12-31 |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 196,801 | $34.3M | 2.58% | 2025-12-31 |
| 11 | Garrett Wealth Advisory Group, LLC | 178,546 | $31.1M | 2.34% | 2025-12-31 |
| 12 | Sage Mountain Advisors LLC | 169,798 | $29.6M | 2.22% | 2025-12-31 |
| 13 | MORGAN STANLEY | 163,718 | $28.5M | 2.14% | 2025-12-31 |
| 14 | Howard Capital Management Inc. | 119,933 | $20.9M | 1.57% | 2025-12-31 |
| 15 | BIP Wealth, LLC | 108,545 | $18.9M | 1.42% | 2025-12-31 |
| 16 | Strategic Blueprint, LLC | 107,676 | $18.4M | 1.41% | 2025-09-30 |
| 17 | Great Point Wealth Advisors, LLC | 85,095 | $14.8M | 1.11% | 2025-12-31 |
| 18 | Presper Financial Architects, LLC | 79,528 | $13.9M | 1.04% | 2025-12-31 |
| 19 | Continuum Advisory, LLC | 72,311 | $12.6M | 0.94% | 2025-12-31 |
| 20 | Paul R. Ried Financial Group, LLC | 70,861 | $12.3M | 0.92% | 2025-12-31 |
| 21 | Royal Bank of Canada | 68,329 | $11.9M | 0.89% | 2025-12-31 |
| 22 | American Money Management, LLC | 67,674 | $11.8M | 0.88% | 2025-12-31 |
| 23 | Eagle Strategies LLC | 60,602 | $10.6M | 0.79% | 2025-12-31 |
| 24 | Marotta Asset Management | 57,571 | $10.0M | 0.75% | 2025-12-31 |
| 25 | Goodman Advisory Group, LLC | 56,311 | $9.8M | 0.73% | 2025-12-31 |
| 26 | WIN ADVISORS, INC | 55,442 | $9.0M | 0.72% | 2025-06-30 |
| 27 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 49,850 | $8.8M | 0.65% | 2025-12-31 |
| 28 | Hughes Financial Services, LLC | 43,886 | $7.6M | 0.57% | 2025-12-31 |
| 29 | AlTi Global, Inc. | 39,723 | $6.9M | 0.52% | 2025-12-31 |
| 30 | ARQ WEALTH ADVISORS, LLC | 39,018 | $6.8M | 0.51% | 2025-12-31 |
| 31 | Sharkey, Howes & Javer | 38,516 | $6.7M | 0.50% | 2025-12-31 |
| 32 | VISTA INVESTMENT MANAGEMENT | 38,251 | $6.7M | 0.50% | 2025-12-31 |
| 33 | NewEdge Advisors, LLC | 36,532 | $6.4M | 0.47% | 2025-12-31 |
| 34 | RAYMOND JAMES FINANCIAL INC | 31,633 | $5.5M | 0.41% | 2025-12-31 |
| 35 | Quantinno Capital Management LP | 28,798 | $5.0M | 0.37% | 2025-12-31 |
| 36 | PARSONS CAPITAL MANAGEMENT INC/RI | 27,624 | $4.8M | 0.36% | 2025-12-31 |
| 37 | PFG Private Wealth Management, LLC | 27,711 | $4.7M | 0.36% | 2025-09-30 |
| 38 | Integrity Wealth Solutions LLC | 27,193 | $4.7M | 0.35% | 2025-12-31 |
| 39 | CreativeOne Wealth, LLC | 24,002 | $4.2M | 0.31% | 2025-12-31 |
| 40 | Cerity Partners LLC | 22,835 | $4.0M | 0.29% | 2025-12-31 |
| 41 | Elevation Capital Advisory, LLC | 22,608 | $3.9M | 0.29% | 2025-12-31 |
| 42 | FLAGSHIP HARBOR ADVISORS, LLC | 26,347 | $3.9M | 0.34% | 2025-12-31 |
| 43 | COMMONWEALTH EQUITY SERVICES, LLC | 21,462 | $3.7M | 0.28% | 2025-12-31 |
| 44 | Essex Financial Services, Inc. | 19,967 | $3.5M | 0.26% | 2025-12-31 |
| 45 | FIRST HAWAIIAN BANK | 18,514 | $3.2M | 0.24% | 2025-12-31 |
| 46 | Kestra Advisory Services, LLC | 17,690 | $3.1M | 0.23% | 2025-12-31 |
| 47 | CITADEL ADVISORS LLC | 17,915 | $3.1M | 0.23% | 2025-09-30 |
| 48 | Versant Capital Management, Inc | 16,061 | $2.8M | 0.21% | 2025-12-31 |
| 49 | HARBOR INVESTMENT ADVISORY, LLC | 13,369 | $2.3M | 0.17% | 2025-12-31 |
| 50 | Warner Group LLC | 13,021 | $2.3M | 0.17% | 2025-12-31 |
| 51 | LBMC INVESTMENT ADVISORS, LLC | 12,449 | $2.2M | 0.16% | 2025-12-31 |
| 52 | Strategic Financial Partners, Ltd. | 11,843 | $2.1M | 0.15% | 2025-12-31 |
| 53 | SILVER OAK SECURITIES, INCORPORATED | 11,137 | $2.0M | 0.14% | 2025-12-31 |
| 54 | McAdam, LLC | 11,077 | $1.9M | 0.14% | 2025-12-31 |
| 55 | Princeton Global Asset Management LLC | 11,073 | $1.9M | 0.14% | 2025-12-31 |
| 56 | GOLDMAN SACHS GROUP INC | 10,957 | $1.9M | 0.14% | 2025-12-31 |
| 57 | Allred Capital Management, LLC | 10,777 | $1.9M | 0.14% | 2025-12-31 |
| 58 | Goldstein Advisors, LLC | 10,770 | $1.9M | 0.14% | 2025-12-31 |
| 59 | Cetera Investment Advisers | 10,385 | $1.8M | 0.13% | 2025-12-31 |
| 60 | TWO SIGMA INVESTMENTS, LP | 8,900 | $1.6M | 0.11% | 2025-12-31 |
| 61 | Riverpoint Wealth Management Holdings, LLC | 8,771 | $1.5M | 0.11% | 2025-12-31 |
| 62 | SENTINEL PENSION ADVISORS, LLC | 8,770 | $1.5M | 0.11% | 2025-12-31 |
| 63 | LEVEL FOUR ADVISORY SERVICES, LLC | 8,732 | $1.5M | 0.11% | 2025-12-31 |
| 64 | Selby Wealth Management, LLC | 8,588 | $1.5M | 0.11% | 2025-12-31 |
| 65 | Stratos Wealth Partners, LTD. | 7,901 | $1.4M | 0.10% | 2025-12-31 |
| 66 | Fort Point Capital Partners LLC | 8,172 | $1.3M | 0.10% | 2025-06-30 |
| 67 | IFP Advisors, Inc | 7,552 | $1.3M | 0.09% | 2025-12-31 |
| 68 | NorthRock Partners, LLC | 7,531 | $1.3M | 0.09% | 2025-12-31 |
| 69 | Cornerstone Wealth Management, LLC | 7,364 | $1.3M | 0.09% | 2025-12-31 |
| 70 | MERCER GLOBAL ADVISORS INC /ADV | 7,355 | $1.3M | 0.09% | 2025-12-31 |
| 71 | OLD MISSION CAPITAL LLC | 6,978 | $1.2M | 0.09% | 2025-12-31 |
| 72 | HENGEHOLD CAPITAL MANAGEMENT LLC | 6,397 | $1.1M | 0.08% | 2025-12-31 |
| 73 | SHEETS SMITH WEALTH MANAGEMENT | 6,322 | $1.1M | 0.08% | 2025-12-31 |
| 74 | Wilkins Miller Wealth Management, LLC | 6,314 | $1.1M | 0.08% | 2025-12-31 |
| 75 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5,898 | $1.0M | 0.07% | 2025-12-31 |
| 76 | 1620 INVESTMENT ADVISORS, INC. | 5,395 | $939.8K | 0.07% | 2025-12-31 |
| 77 | Compound Planning, Inc. | 5,179 | $902.1K | 0.06% | 2025-12-31 |
| 78 | Detalus Advisors, LLC | 4,924 | $857.7K | 0.06% | 2025-12-31 |
| 79 | NAPLES GLOBAL ADVISORS, LLC | 4,825 | $840.4K | 0.06% | 2025-12-31 |
| 80 | KING LUTHER CAPITAL MANAGEMENT CORP | 4,534 | $789.8K | 0.05% | 2025-12-31 |
| 81 | VICUS CAPITAL | 4,359 | $759.2K | 0.05% | 2025-12-31 |
| 82 | Apollon Financial, LLC | 4,350 | $757.7K | 0.05% | 2025-12-31 |
| 83 | Alpha Zero LLC | 4,389 | $751.4K | 0.05% | 2025-09-30 |
| 84 | ROCKLAND TRUST CO | 3,882 | $676.2K | 0.05% | 2025-12-31 |
| 85 | NWAM LLC | 3,792 | $674.4K | 0.04% | 2025-12-31 |
| 86 | Spinnaker Investment Group, LLC | 3,856 | $671.7K | 0.05% | 2025-12-31 |
| 87 | GILPIN WEALTH MANAGEMENT, LLC | 3,656 | $636.8K | 0.04% | 2025-12-31 |
| 88 | GeoWealth Management, LLC | 3,634 | $633.0K | 0.04% | 2025-12-31 |
| 89 | Financial Guidance Group, Inc. | 3,596 | $626.4K | 0.04% | 2025-12-31 |
| 90 | Aptus Capital Advisors, LLC | 3,596 | $626.4K | 0.04% | 2025-12-31 |
| 91 | VestGen Advisors, LLC | 3,509 | $611.2K | 0.04% | 2025-12-31 |
| 92 | PRIVATE TRUST CO NA | 3,496 | $609.0K | 0.04% | 2025-12-31 |
| 93 | Cullen/Frost Bankers, Inc. | 3,483 | $606.7K | 0.04% | 2025-12-31 |
| 94 | Valtinson Bruner Financial Planning LLC | 3,452 | $601.2K | 0.04% | 2025-12-31 |
| 95 | Corient Private Wealth LLC | 3,403 | $592.8K | 0.04% | 2025-12-31 |
| 96 | Opulen Financial Group LLC | 3,384 | $589.4K | 0.04% | 2025-12-31 |
| 97 | Avant Capital LLC | 3,316 | $577.6K | 0.04% | 2025-12-31 |
| 98 | FMR LLC | 3,159 | $550.3K | 0.04% | 2025-12-31 |
| 99 | Royal Fund Management, LLC | 3,069 | $534.5K | 0.04% | 2025-12-31 |
| 100 | Sanctuary Advisors, LLC | 3,029 | $527.7K | 0.03% | 2025-12-31 |
| 101 | SK Wealth Management, LLC | 2,799 | $497.5K | 0.03% | 2025-12-31 |
| 102 | Lido Advisors, LLC | 2,838 | $488.7K | 0.03% | 2025-12-31 |
| 103 | PALO ALTO WEALTH ADVISORS, LLC | 2,765 | $479.3K | 0.03% | 2025-09-30 |
| 104 | OSAIC HOLDINGS, INC. | 2,645 | $460.9K | 0.03% | 2025-12-31 |
| 105 | True North Advisors, LLC | 2,593 | $451.7K | 0.03% | 2025-12-31 |
| 106 | Ameritas Advisory Services, LLC | 2,592 | $451.5K | 0.03% | 2025-12-31 |
| 107 | JOURNEY STRATEGIC WEALTH LLC | 2,570 | $440.0K | 0.03% | 2025-09-30 |
| 108 | CFS Investment Advisory Services, LLC | 2,511 | $437.4K | 0.03% | 2025-12-31 |
| 109 | Integrated Advisors Network LLC | 2,458 | $428.2K | 0.03% | 2025-12-31 |
| 110 | Wealthcare Advisory Partners LLC | 2,438 | $424.7K | 0.03% | 2025-12-31 |
| 111 | Balance Wealth, LLC | 2,100 | $365.8K | 0.02% | 2025-12-31 |
| 112 | Prosperity Consulting Group, LLC | 2,087 | $363.6K | 0.02% | 2025-12-31 |
| 113 | Collaborative Wealth Managment Inc. | 2,080 | $362.3K | 0.02% | 2025-12-31 |
| 114 | Mariner, LLC | 2,033 | $354.2K | 0.02% | 2025-12-31 |
| 115 | JPMORGAN CHASE & CO | 2,000 | $348.4K | 0.02% | 2025-12-31 |
| 116 | EP Wealth Advisors, LLC | 1,988 | $346.3K | 0.02% | 2025-12-31 |
| 117 | THEORY FINANCIAL LLC | 1,899 | $337.7K | 0.02% | 2025-12-31 |
| 118 | Lynx Investment Advisory | 1,926 | $335.5K | 0.02% | 2025-12-31 |
| 119 | PUREfi Wealth, LLC | 1,907 | $332.2K | 0.02% | 2025-12-31 |
| 120 | Envestnet Portfolio Solutions, Inc. | 1,894 | $329.9K | 0.02% | 2025-12-31 |
| 121 | Worth Financial Advisory Group, LLC | 1,870 | $325.7K | 0.02% | 2025-12-31 |
| 122 | New England Private Wealth Advisors LLC | 1,821 | $317.2K | 0.02% | 2025-12-31 |
| 123 | Focus Financial Network, Inc. | 1,806 | $314.5K | 0.02% | 2025-12-31 |
| 124 | CATALYST PRIVATE WEALTH, LLC | 1,802 | $313.9K | 0.02% | 2025-12-31 |
| 125 | ATLas Financial Planning LLC | 1,789 | $311.6K | 0.02% | 2025-12-31 |
| 126 | Cresset Asset Management, LLC | 1,787 | $311.3K | 0.02% | 2025-12-31 |
| 127 | J.W. COLE ADVISORS, INC. | 1,777 | $309.5K | 0.02% | 2025-12-31 |
| 128 | BAILARD, INC. | 1,766 | $307.6K | 0.02% | 2025-12-31 |
| 129 | BAM Wealth Management, LLC | 1,739 | $302.9K | 0.02% | 2025-12-31 |
| 130 | Tower Research Capital LLC (TRC) | 1,764 | $302.0K | 0.02% | 2025-09-30 |
| 131 | Integrated Wealth Concepts LLC | 1,731 | $296.3K | 0.02% | 2025-09-30 |
| 132 | CAPTRUST FINANCIAL ADVISORS | 1,692 | $294.6K | 0.02% | 2025-12-31 |
| 133 | Merit Financial Group, LLC | 1,685 | $293.5K | 0.02% | 2025-12-31 |
| 134 | Saxony Capital Management, LLC | 1,660 | $289.1K | 0.02% | 2025-12-31 |
| 135 | PERRYMAN FINANCIAL ADVISORY INC /AD | 1,604 | $279.4K | 0.02% | 2025-12-31 |
| 136 | Carnegie Investment Counsel | 1,601 | $278.8K | 0.02% | 2025-12-31 |
| 137 | Belvedere Trading LLC | 1,600 | $278.7K | 0.02% | 2025-12-31 |
| 138 | Clear Harbor Asset Management, LLC | 1,581 | $275.5K | 0.02% | 2025-12-31 |
| 139 | Values Added Financial LLC | 1,581 | $275.4K | 0.02% | 2025-12-31 |
| 140 | Brown Financial Advisory | 1,501 | $261.5K | 0.01% | 2025-12-31 |
| 141 | Hobart Private Capital, LLC | 1,497 | $260.8K | 0.01% | 2025-12-31 |
| 142 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,507 | $258.0K | 0.01% | 2025-09-30 |
| 143 | WELLS FARGO & COMPANY/MN | 1,474 | $256.8K | 0.01% | 2025-12-31 |
| 144 | Hilltop Holdings Inc. | 1,466 | $255.3K | 0.01% | 2025-12-31 |
| 145 | MML INVESTORS SERVICES, LLC | 1,451 | $252.7K | 0.01% | 2025-12-31 |
| 146 | B. Riley Wealth Advisors, Inc. | 1,446 | $251.9K | 0.01% | 2025-12-31 |
| 147 | Valmark Advisers, Inc. | 1,427 | $248.6K | 0.01% | 2025-12-31 |
| 148 | Montis Financial, LLC | 1,409 | $245.4K | 0.01% | 2025-12-31 |
| 149 | IFG Advisory, LLC | 1,360 | $236.9K | 0.01% | 2025-12-31 |
| 150 | YHB Investment Advisors, Inc. | 1,308 | $227.8K | 0.01% | 2025-12-31 |
| 151 | John W. Brooker & Co., CPAs | 1,306 | $227.5K | 0.01% | 2025-12-31 |
| 152 | Arax Advisory Partners | 1,300 | $226.4K | 0.01% | 2025-12-31 |
| 153 | Pinnacle Family Advisors, LLC | 1,294 | $225.4K | 0.01% | 2025-12-31 |
| 154 | Sequoia Financial Advisors, LLC | 1,272 | $221.6K | 0.01% | 2025-12-31 |
| 155 | Geneos Wealth Management Inc. | 1,238 | $215.6K | 0.01% | 2025-12-31 |
| 156 | Wedmont Private Capital | 1,205 | $211.8K | 0.01% | 2025-12-31 |
| 157 | Maia Wealth LLC | 1,188 | $211.0K | 0.01% | 2025-12-31 |
| 158 | Vantage Financial Partners, LLC | 1,200 | $209.1K | 0.01% | 2025-12-31 |
| 159 | TFC Financial Management, Inc. | 1,193 | $207.8K | 0.01% | 2025-12-31 |
| 160 | Clark Asset Management, LLC | 1,180 | $205.5K | 0.01% | 2025-12-31 |
| 161 | BLAIR WILLIAM & CO/IL | 1,157 | $201.5K | 0.01% | 2025-12-31 |
| 162 | Rockefeller Capital Management L.P. | 1,102 | $192.0K | 0.01% | 2025-12-31 |
| 163 | Global Retirement Partners, LLC | 1,043 | $181.7K | 0.01% | 2025-12-31 |
| 164 | COMERICA BANK | 1,009 | $172.7K | 0.01% | 2025-09-30 |
| 165 | AE Wealth Management LLC | 950 | $165.5K | 0.01% | 2025-12-31 |
| 166 | Empowered Funds, LLC | 541 | $94.2K | 0.00% | 2025-12-31 |
| 167 | PRINCIPAL SECURITIES, INC. | 550 | $94.2K | 0.00% | 2025-09-30 |
| 168 | UBS Group AG | 423 | $73.7K | 0.00% | 2025-12-31 |
| 169 | Beaird Harris Wealth Management, LLC | 418 | $72.8K | 0.00% | 2025-12-31 |
| 170 | HARBOUR INVESTMENTS, INC. | 350 | $61.0K | 0.00% | 2025-12-31 |
| 171 | Triumph Capital Management | 318 | $55.4K | 0.00% | 2025-12-31 |
| 172 | CREATIVE FINANCIAL DESIGNS INC /ADV | 222 | $38.7K | 0.00% | 2025-12-31 |
| 173 | Steward Partners Investment Advisory, LLC | 218 | $38.0K | 0.00% | 2025-12-31 |
| 174 | CITIGROUP INC | 200 | $34.8K | 0.00% | 2025-12-31 |
| 175 | Knuff & Co LLC | 188 | $32.7K | 0.00% | 2025-12-31 |
| 176 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,514 | $29.5K | 0.04% | 2025-12-31 |
| 177 | Qube Research & Technologies Ltd | 169 | $29.4K | 0.00% | 2025-12-31 |
| 178 | MMA ASSET MANAGEMENT LLC | 168 | $28.8K | 0.00% | 2025-09-30 |
| 179 | AMERICAN NATIONAL BANK & TRUST | 160 | $27.4K | 0.00% | 2025-09-30 |
| 180 | Golden State Wealth Management, LLC | 154 | $26.8K | 0.00% | 2025-12-31 |
| 181 | Bank of New Hampshire | 145 | $24.8K | 0.00% | 2025-09-30 |
| 182 | Larson Financial Group LLC | 135 | $23.5K | 0.00% | 2025-12-31 |
| 183 | HUNTINGTON NATIONAL BANK | 130 | $22.3K | 0.00% | 2025-09-30 |
| 184 | AdvisorNet Financial, Inc | 125 | $21.8K | 0.00% | 2025-12-31 |
| 185 | ROTHSCHILD INVESTMENT LLC | 116 | $20.2K | 0.00% | 2025-12-31 |
| 186 | BROWN BROTHERS HARRIMAN & CO | 114 | $19.9K | 0.00% | 2025-12-31 |
| 187 | Advisory Services Network, LLC | 103 | $17.6K | 0.00% | 2025-09-30 |
| 188 | US BANCORP \DE\ | 101 | $17.6K | 0.00% | 2025-12-31 |
| 189 | Capital Investment Advisory Services, LLC | 98 | $17.1K | 0.00% | 2025-12-31 |
| 190 | Tower View Wealth Management LLC | 61 | $10.6K | 0.00% | 2025-12-31 |
| 191 | Cambridge Investment Research Advisors, Inc. | 46,538 | $8.1K | 0.61% | 2025-12-31 |
| 192 | PNC Financial Services Group, Inc. | 43 | $7.5K | 0.00% | 2025-12-31 |
| 193 | Cornerstone Planning Group LLC | 221 | $5.6K | 0.00% | 2025-09-30 |
| 194 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | 30 | $5.2K | 0.00% | 2025-12-31 |
| 195 | AlphaCore Capital LLC | 25 | $4.4K | 0.00% | 2025-12-31 |
| 196 | Smartleaf Asset Management LLC | 25 | $4.4K | 0.00% | 2025-12-31 |
| 197 | FLOW TRADERS U.S. LLC | 24,066 | $4.1K | 0.31% | 2025-09-30 |
| 198 | NBC SECURITIES, INC. | 22 | $3.8K | 0.00% | 2025-12-31 |
| 199 | CWM, LLC | 450 | $78 | 0.00% | 2025-12-31 |