CUSIP 78468R887
SPDR SERIES TRUST
112 institutions · $107.7M total · 965,174 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | CW Advisors, LLC | 85,695 | $10.7M | 8.87% | 2025-06-30 |
| 2 | DORVAL Corp | 80,282 | $10.5M | 8.31% | 2025-12-31 |
| 3 | OSAIC HOLDINGS, INC. | 74,846 | $9.8M | 7.75% | 2025-12-31 |
| 4 | LPL Financial LLC | 65,447 | $8.6M | 6.78% | 2025-12-31 |
| 5 | IEQ CAPITAL, LLC | 57,388 | $7.5M | 5.94% | 2025-12-31 |
| 6 | AQR CAPITAL MANAGEMENT LLC | 57,388 | $7.5M | 5.94% | 2025-12-31 |
| 7 | Cetera Investment Advisers | 25,464 | $3.3M | 2.63% | 2025-12-31 |
| 8 | Royal Bank of Canada | 21,723 | $2.8M | 2.25% | 2025-12-31 |
| 9 | McNaughton Wealth Management, LLC | 19,725 | $2.6M | 2.04% | 2025-12-31 |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 16,274 | $2.1M | 1.68% | 2025-12-31 |
| 11 | UBS Group AG | 15,048 | $2.0M | 1.55% | 2025-12-31 |
| 12 | Johnson & White Wealth Management, LLC | 13,605 | $1.8M | 1.40% | 2025-12-31 |
| 13 | IAG Wealth Partners, LLC | 12,528 | $1.6M | 1.29% | 2025-12-31 |
| 14 | Capital Developers, LLC | 12,197 | $1.6M | 1.26% | 2025-12-31 |
| 15 | J2 Capital Management Inc | 11,782 | $1.5M | 1.22% | 2024-12-31 |
| 16 | NorthRock Partners, LLC | 10,811 | $1.4M | 1.12% | 2025-12-31 |
| 17 | AVANTAX ADVISORY SERVICES, INC. | 11,001 | $1.4M | 1.13% | 2025-06-30 |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 10,435 | $1.4M | 1.08% | 2025-12-31 |
| 19 | MORGAN STANLEY | 10,191 | $1.3M | 1.05% | 2025-12-31 |
| 20 | PNC Financial Services Group, Inc. | 8,941 | $1.2M | 0.92% | 2025-12-31 |
| 21 | Insight Advisors, LLC/ PA | 8,659 | $1.1M | 0.89% | 2025-12-31 |
| 22 | Berkeley, Inc | 9,389 | $1.1M | 0.97% | 2025-03-31 |
| 23 | HF Advisory Group, LLC | 64,165 | $1.1M | 6.64% | 2025-12-31 |
| 24 | COWA, LLC | 7,781 | $1.0M | 0.80% | 2025-12-31 |
| 25 | GOLDMAN SACHS GROUP INC | 7,702 | $1.0M | 0.79% | 2025-12-31 |
| 26 | Pathfinder Wealth Consulting, Inc. | 6,965 | $913.3K | 0.72% | 2025-12-31 |
| 27 | BANK OF AMERICA CORP /DE/ | 6,942 | $900.7K | 0.71% | 2025-12-31 |
| 28 | JONES FINANCIAL COMPANIES LLLP | 6,470 | $848.4K | 0.67% | 2025-12-31 |
| 29 | Navis Wealth Advisors, LLC | 6,138 | $804.8K | 0.63% | 2025-12-31 |
| 30 | AMERIPRISE FINANCIAL INC | 5,984 | $784.6K | 0.61% | 2025-12-31 |
| 31 | PACIFIC SUN FINANCIAL CORP | 5,894 | $772.9K | 0.61% | 2025-12-31 |
| 32 | Savant Capital, LLC | 5,800 | $760.5K | 0.60% | 2025-12-31 |
| 33 | CITIGROUP INC | 5,489 | $719.7K | 0.56% | 2025-12-31 |
| 34 | NewEdge Advisors, LLC | 5,448 | $714.4K | 0.56% | 2025-12-31 |
| 35 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5,320 | $697.6K | 0.55% | 2025-12-31 |
| 36 | TWO SIGMA INVESTMENTS, LP | 5,300 | $695.0K | 0.54% | 2025-12-31 |
| 37 | CITADEL ADVISORS LLC | 5,030 | $659.6K | 0.52% | 2025-12-31 |
| 38 | Portland Financial Advisors Inc | 4,215 | $552.7K | 0.43% | 2025-12-31 |
| 39 | OneDigital Investment Advisors LLC | 4,283 | $546.7K | 0.44% | 2024-12-31 |
| 40 | Stratos Wealth Partners, LTD. | 3,983 | $522.3K | 0.41% | 2025-12-31 |
| 41 | HighTower Advisors, LLC | 3,902 | $511.6K | 0.40% | 2025-12-31 |
| 42 | SUMMIT WEALTH GROUP LLC / CO | 3,645 | $478.0K | 0.37% | 2025-12-31 |
| 43 | Beacon Pointe Advisors, LLC | 3,600 | $472.0K | 0.37% | 2025-12-31 |
| 44 | McAdam, LLC | 3,459 | $453.6K | 0.35% | 2025-12-31 |
| 45 | Strategic Blueprint, LLC | 3,110 | $407.8K | 0.32% | 2025-12-31 |
| 46 | Equitable Holdings, Inc. | 3,303 | $405.9K | 0.34% | 2025-03-31 |
| 47 | RAYMOND JAMES FINANCIAL INC | 3,078 | $403.6K | 0.31% | 2025-12-31 |
| 48 | Jaffetilchin Investment Partners, LLC | 2,990 | $392.1K | 0.30% | 2025-12-31 |
| 49 | Fragasso Financial Advisors Inc | 2,871 | $376.5K | 0.29% | 2025-12-31 |
| 50 | ROFFMAN MILLER ASSOCIATES INC /PA/ | 2,695 | $353.3K | 0.27% | 2025-12-31 |
| 51 | Miracle Mile Advisors, LLC | 2,725 | $340.9K | 0.28% | 2025-06-30 |
| 52 | Ausdal Financial Partners, Inc. | 2,558 | $335.4K | 0.26% | 2025-12-31 |
| 53 | Waverly Advisors, LLC | 2,540 | $333.1K | 0.26% | 2025-12-31 |
| 54 | Swisher Financial Concepts, Inc. | 2,368 | $310.5K | 0.24% | 2025-12-31 |
| 55 | DOHJ, LLC | 2,555 | $299.8K | 0.26% | 2025-06-30 |
| 56 | Continuum Advisory, LLC | 2,282 | $299.2K | 0.23% | 2025-12-31 |
| 57 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 2,302 | $282.9K | 0.23% | 2025-03-31 |
| 58 | Western Wealth Management, LLC | 2,015 | $264.2K | 0.20% | 2025-12-31 |
| 59 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,005 | $260.1K | 0.20% | 2025-09-30 |
| 60 | IHT Wealth Management, LLC | 1,917 | $251.4K | 0.19% | 2025-12-31 |
| 61 | MML INVESTORS SERVICES, LLC | 1,876 | $246.0K | 0.19% | 2025-12-31 |
| 62 | Mariner, LLC | 1,817 | $238.3K | 0.18% | 2025-12-31 |
| 63 | Compound Planning, Inc. | 1,753 | $229.8K | 0.18% | 2025-12-31 |
| 64 | Private Advisor Group, LLC | 1,744 | $228.7K | 0.18% | 2025-12-31 |
| 65 | High Net Worth Advisory Group LLC | 1,702 | $223.2K | 0.17% | 2025-12-31 |
| 66 | KESTRA PRIVATE WEALTH SERVICES, LLC | 1,702 | $220.8K | 0.17% | 2025-09-30 |
| 67 | Grey Fox Wealth Advisors, LLC | 1,611 | $209.0K | 0.16% | 2025-09-30 |
| 68 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,567 | $205.5K | 0.16% | 2025-12-31 |
| 69 | CIBC Private Wealth Group LLC | 1,400 | $183.6K | 0.14% | 2025-12-31 |
| 70 | IFP Advisors, Inc | 1,052 | $137.9K | 0.10% | 2025-12-31 |
| 71 | JPMORGAN CHASE & CO | 1,045 | $137.0K | 0.10% | 2025-12-31 |
| 72 | SageView Advisory Group, LLC | 990 | $129.8K | 0.10% | 2025-12-31 |
| 73 | FLAGSHIP HARBOR ADVISORS, LLC | 966 | $126.7K | 0.10% | 2025-12-31 |
| 74 | Kestra Advisory Services, LLC | 927 | $121.6K | 0.09% | 2025-12-31 |
| 75 | Steward Partners Investment Advisory, LLC | 725 | $95.1K | 0.07% | 2025-12-31 |
| 76 | PRINCIPAL SECURITIES, INC. | 625 | $81.1K | 0.06% | 2025-09-30 |
| 77 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 480 | $62.9K | 0.04% | 2025-12-31 |
| 78 | Sage Mountain Advisors LLC | 452 | $59.3K | 0.04% | 2025-12-31 |
| 79 | AdvisorNet Financial, Inc | 388 | $50.9K | 0.04% | 2025-12-31 |
| 80 | Rockefeller Capital Management L.P. | 341 | $44.7K | 0.03% | 2025-12-31 |
| 81 | BANK OF MONTREAL /CAN/ | 270 | $35.7K | 0.02% | 2025-12-31 |
| 82 | ASSETMARK, INC | 239 | $31.3K | 0.02% | 2025-12-31 |
| 83 | US BANCORP \DE\ | 233 | $30.6K | 0.02% | 2025-12-31 |
| 84 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 200 | $26.2K | 0.02% | 2025-12-31 |
| 85 | Tidemark, LLC | 162 | $21.2K | 0.01% | 2025-12-31 |
| 86 | FMR LLC | 153 | $20.1K | 0.01% | 2025-12-31 |
| 87 | Vermillion Wealth Management, Inc. | 121 | $15.9K | 0.01% | 2025-12-31 |
| 88 | N.E.W. Advisory Services LLC | 115 | $15.0K | 0.01% | 2025-12-31 |
| 89 | Painted Porch Advisors LLC | 116 | $15.0K | 0.01% | 2025-12-31 |
| 90 | NBC SECURITIES, INC. | 110 | $14.4K | 0.01% | 2025-12-31 |
| 91 | Root Financial Partners, LLC | 107 | $14.1K | 0.01% | 2025-12-31 |
| 92 | United Financial Planning Group LLC | 411 | $11.9K | 0.04% | 2025-09-30 |
| 93 | Cambridge Investment Research Advisors, Inc. | 74,822 | $9.8K | 7.75% | 2025-12-31 |
| 94 | Bogart Wealth, LLC | 74 | $9.7K | 0.00% | 2025-12-31 |
| 95 | Reyes Financial Architecture, Inc. | 73 | $9.6K | 0.00% | 2025-12-31 |
| 96 | SOA Wealth Advisors, LLC. | 70 | $9.2K | 0.00% | 2025-12-31 |
| 97 | Capital Investment Advisory Services, LLC | 67 | $8.8K | 0.00% | 2025-12-31 |
| 98 | HARBOUR INVESTMENTS, INC. | 67 | $8.8K | 0.00% | 2025-12-31 |
| 99 | AE Wealth Management LLC | 63 | $8.3K | 0.00% | 2025-12-31 |
| 100 | Farther Finance Advisors, LLC | 59 | $7.7K | 0.00% | 2025-12-31 |
| 101 | Spire Wealth Management | 37 | $4.9K | 0.00% | 2025-12-31 |
| 102 | Global Retirement Partners, LLC | 33 | $4.3K | 0.00% | 2025-09-30 |
| 103 | ORG Partners LLC | 16 | $2.0K | 0.00% | 2025-03-31 |
| 104 | BLAIR WILLIAM & CO/IL | 11 | $1.5K | 0.00% | 2025-12-31 |
| 105 | Sunbelt Securities, Inc. | 10 | $1.3K | 0.00% | 2025-12-31 |
| 106 | PARK AVENUE SECURITIES LLC | 3,504 | $460 | 0.36% | 2025-12-31 |
| 107 | Capital Analysts, LLC | 2,519 | $330 | 0.26% | 2025-12-31 |
| 108 | WELLS FARGO & COMPANY/MN | 1 | $109 | 0.00% | 2025-12-31 |
| 109 | CWM, LLC | 367 | $45 | 0.03% | 2025-03-31 |
| 110 | VALLEY NATIONAL ADVISERS INC | 191 | $25 | 0.01% | 2025-12-31 |
| 111 | Winthrop Capital Management, LLC | 142 | $19 | 0.01% | 2025-12-31 |
| 112 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |