SPDR SER TR
(78468R739)
Fondos que reportan tenencias de SPDR SER TR de acuerdo con las presentaciones de 13F
Nombre de la firma | Acciones mantenidas / Cantidad principal | Valor de mercado | Opción | Periodo de informe | Fecha de vigencia |
---|---|---|---|---|---|
Biltmore Wealth Management LLC | 1,343,948 | $65,759k | Jun 30, 2019 | Jul 23, 2019 | |
Chatham Capital Group Inc | 339,303 | $16,602k | Jun 30, 2019 | Jul 24, 2019 | |
Financial Engines Advisors LLC | 260,006 | $12,722k | Jun 30, 2019 | Aug 9, 2019 | |
Gentrust LLC | 254,735 | $12,464k | Jun 30, 2019 | Aug 2, 2019 | |
Crestwood Advisors Group LLC | 242,364 | $11,859k | Jun 30, 2019 | Aug 14, 2019 | |
Gratus Capital LLC | 182,933 | $8,951k | Jun 30, 2019 | Aug 7, 2019 | |
USA Financial Portformulas Corporation | 166,181 | $8,056k | Jun 30, 2019 | Aug 12, 2019 | |
Eagle Ridge Investment Management LLC | 145,632 | $7,126k | Jun 30, 2019 | Aug 1, 2019 | |
Merriman Wealth Management LLC | 12,310 | $6,017k | Jun 30, 2019 | Jul 31, 2019 | |
BSW Wealth Partners LLC | 112,291 | $5,494k | Jun 30, 2019 | Aug 13, 2019 | |
Janney Capital Management LLC | 108,919 | $5,329k | Jun 30, 2019 | Jul 29, 2019 | |
Moneywise Inc | 84,483 | $4,134k | Jun 30, 2019 | Jul 17, 2019 | |
Parkside Advisors LLC | 81,795 | $4,002k | Jun 30, 2019 | Jul 10, 2019 | |
Allen Investment Management LLC | 77,391 | $3,787k | Jun 30, 2019 | Aug 12, 2019 | |
Curbstone Financial Management Corporation | 65,974 | $3,228k | Jun 30, 2019 | Jul 9, 2019 | |
Managed Account Services Inc | 65,707 | $3,212k | Jun 30, 2019 | Jul 15, 2019 | |
Lenox Wealth Advisors LLC | 64,601 | $3,161k | Jun 30, 2019 | Jul 12, 2019 | |
Transamerica Financial Advisors Inc | 57,233 | $2,801k | Jun 30, 2019 | Aug 21, 2019 | |
Independence Advisors LLC | 44,850 | $2,195k | Jun 30, 2019 | Aug 12, 2019 | |
Independence Financial Advisors LLC | 44,850 | $2,195k | Jun 30, 2019 | Aug 12, 2019 | |
Mcadam LLC | 44,197 | $2,163k | Jun 30, 2019 | Jul 30, 2019 | |
Financial Advisory Service Inc | 43,224 | $2,115k | Jun 30, 2019 | Jul 25, 2019 | |
Sadoff Investment Management LLC | 38,725 | $1,895k | Jun 30, 2019 | Aug 7, 2019 | |
KWMG LLC | 38,585 | $1,888k | Jun 30, 2019 | Jul 10, 2019 | |
Hengehold Capital Management LLC | 37,792 | $1,849k | Jun 30, 2019 | Jul 23, 2019 | |
Altavista Wealth Management Inc | 31,850 | $1,558k | Jun 30, 2019 | Aug 13, 2019 | |
Northwest Wealth Management LLC | 24,730 | $1,210k | Jun 30, 2019 | Jul 23, 2019 | |
Premise Capital LLC | 22,842 | $1,115k | Jun 30, 2019 | Aug 13, 2019 | |
Foothills Asset Management Ltd | 21,820 | $1,068k | Jun 30, 2019 | Jul 17, 2019 | |
Columbus Macro LLC | 18,776 | $919k | Jun 30, 2019 | Jul 16, 2019 | |
Westover Capital Advisors LLC | 18,243 | $893k | Jun 30, 2019 | Aug 13, 2019 | |
Lombard Odier Transatlantic Limited | 17,000 | $830k | Sep 30, 2016 | Nov 14, 2016 | |
Lourd Capital LLC | 16,905 | $827k | Jun 30, 2019 | Jul 11, 2019 | |
Vista Investment Management LLC | 16,312 | $798k | Jun 30, 2019 | Aug 14, 2019 | |
BFSG LLC | 15,052 | $736k | Jun 30, 2019 | Jul 30, 2019 | |
Pagnatokarp Partners LLC | 13,737 | $672k | Jun 30, 2019 | Aug 8, 2019 | |
Oarsman Capital Inc | 12,861 | $629k | Jun 30, 2019 | Aug 13, 2019 | |
Mcnamara Financial Services Inc | 12,127 | $588k | Jun 30, 2019 | Jul 12, 2019 | |
Summit Financial Wealth Advisors LLC | 11,731 | $574k | Jun 30, 2019 | Jul 16, 2019 | |
Summit Wealth Advisors Inc | 11,731 | $574k | Jun 30, 2019 | Jul 16, 2019 | |
Exchange Capital Management Inc | 10,312 | $505k | Jun 30, 2019 | Jul 22, 2019 | |
AFT Forsyth and Company Inc | 8,717 | $427k | Jun 30, 2019 | Jul 29, 2019 | |
Palladium Partners LLC | 8,350 | $409k | Jun 30, 2019 | Aug 7, 2019 | |
Estate Counselors LLC | 7,830 | $383k | Jun 30, 2019 | Aug 7, 2019 | |
Alesco Advisors LLC | 7,405 | $362k | Jun 30, 2019 | Aug 14, 2019 | |
The Fiduciary Group LLC | 6,526 | $319k | Jun 30, 2019 | Aug 14, 2019 | |
Fifth Third Securities Inc | 6,102 | $298k | Jun 30, 2019 | Jul 30, 2019 | |
Successful Portfolios LLC | 6,035 | $295k | Jun 30, 2019 | Jul 11, 2019 | |
Quantum Capital Management LLC | 5,063 | $248k | Jun 30, 2019 | Aug 14, 2019 | |
Fulcrum Capital LLC | 5,000 | $245k | Jun 30, 2019 | Jul 29, 2019 | |
Vista Private Wealth Partners LLC | 4,908 | $242k | Jun 30, 2019 | Aug 27, 2019 | |
Wealth Alliance Advisory Group LLC | 4,892 | $240k | Jun 30, 2019 | Jul 17, 2019 | |
Paulson Wealth Management Inc | 4,877 | $239k | Jun 30, 2019 | Jul 30, 2019 | |
East Coast Asset Management LLC | 4,850 | $237k | Jun 30, 2019 | Aug 14, 2019 | |
Modera Wealth Management LLC | 4,686 | $229k | Jun 30, 2019 | Aug 7, 2019 | |
ACG Wealth Inc | 4,240 | $207k | Jun 30, 2019 | Aug 6, 2019 | |
Confluence Wealth Management LLC | 4,093 | $200k | Jun 30, 2019 | Aug 9, 2019 | |
Evensky & KATZ LLC | 2,385 | $115k | Mar 31, 2019 | Aug 6, 2019 | |
Clear Perspective Advisors LLC | 1,500 | $73k | Jun 30, 2019 | Aug 12, 2019 | |
Allsquare Wealth Management LLC | 801 | $39k | Jun 30, 2019 | Aug 13, 2019 | |
First Manhattan Co | 135 | $6k | Jun 30, 2019 | Aug 16, 2019 |