SPDR SERIES TRUST
(78464A201)
Funds Reporting Holdings of SPDR SERIES TRUST according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Financial Engines Advisors LLC | 4,603,885 | $97,692k | Jun 30, 2019 | Aug 9, 2019 | |
Financial Advisory Service Inc | 452,334 | $27,552k | Jun 30, 2019 | Jul 25, 2019 | |
The Financial Consulate Inc | 322,798 | $19,662k | Jun 30, 2019 | Jul 24, 2019 | |
Signature Estate & Investment Advisors LLC | 251,057 | $15,292k | Jun 30, 2019 | Aug 1, 2019 | |
Alphastar Capital Management LLC | 240,786 | $14,666k | Jun 30, 2019 | Aug 14, 2019 | |
Hengehold Capital Management LLC | 151,915 | $9,253k | Jun 30, 2019 | Jul 23, 2019 | |
GHP Investment Advisors Inc | 143,254 | $8,726k | Jun 30, 2019 | Aug 2, 2019 | |
Youngs Advisory Group Inc | 135,964 | $8,282k | Jun 30, 2019 | Jul 16, 2019 | |
Connecticut Wealth Management LLC | 114,069 | $6,948k | Jun 30, 2019 | Jul 29, 2019 | |
Mcmahon Financial Advisors LLC | 107,102 | $6,524k | Jun 30, 2019 | Aug 6, 2019 | |
Newfocus Financial Group LLC | 98,008 | $5,970k | Jun 30, 2019 | Jul 23, 2019 | |
Sawtooth Solutions LLC | 67,237 | $4,095k | Jun 30, 2019 | Aug 8, 2019 | |
Mountain Capital Investment Advisors Inc | 65,109 | $3,903k | Jun 30, 2019 | Aug 14, 2019 | |
Marietta Wealth Management LLC | 61,223 | $3,729k | Jun 30, 2019 | Aug 14, 2019 | |
Harborview Advisors LLC | 56,052 | $3,414k | Jun 30, 2019 | Aug 7, 2019 | |
Mcadam LLC | 54,907 | $3,344k | Jun 30, 2019 | Jul 30, 2019 | |
The Burney Company | 33,027 | $2,012k | Jun 30, 2019 | Aug 12, 2019 | |
Probity Advisors Inc | 27,824 | $1,695k | Jun 30, 2019 | Aug 8, 2019 | |
Pinnacle Family Advisors LLC | 12,686 | $773k | Jun 30, 2019 | Aug 14, 2019 | |
Bridgeworth LLC | 11,779 | $717k | Jun 30, 2019 | Jul 25, 2019 | |
Shakespeare Wealth Management Inc | 11,006 | $670k | Jun 30, 2019 | Aug 12, 2019 | |
The Jentner Corporation | 5,963 | $363k | Jun 30, 2019 | Jul 16, 2019 | |
Lexaurum Advisors LLC | 5,860 | $357k | Jun 30, 2019 | Jul 19, 2019 | |
Santori & Peters Inc | 5,518 | $336k | Jun 30, 2019 | Jul 30, 2019 | |
Klingman and Associates LLC | 4,411 | $269k | Jun 30, 2019 | Jul 24, 2019 | |
Cahill Financial Advisors Inc | 4,299 | $262k | Jun 30, 2019 | Aug 14, 2019 | |
Fernwood Investment Management LLC | 3,757 | $229k | Jun 30, 2019 | Aug 1, 2019 | |
Spectrum Management Group Inc | 1,557 | $95k | Jun 30, 2019 | Aug 2, 2019 | |
Spectrum Group Management LLC | 1,557 | $95k | Jun 30, 2019 | Aug 2, 2019 | |
Macroview Investment Management LLC | 1,274 | $78k | Jun 30, 2019 | Jul 23, 2019 | |
Stearns Financial Services Group Inc | 16 | $1k | Jun 30, 2019 | Aug 14, 2019 |