SPDR SERIES TRUST
(78464A292)
Funds Reporting Holdings of SPDR SERIES TRUST according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Charles Schwab Investment Advisory Inc | 1,327,876 | $57,378k | Jun 30, 2019 | Aug 12, 2019 | |
Windsor Capital Management LLC | 46,767 | $2,020k | Jun 30, 2019 | Aug 2, 2019 | |
SWS Partners LLC | 35,533 | $1,550k | Jun 30, 2019 | Aug 13, 2019 | |
Chatham Capital Group Inc | 22,760 | $983k | Jun 30, 2019 | Jul 24, 2019 | |
Baltimore-Washington Financial Advisors Inc | 16,556 | $715k | Jun 30, 2019 | Jul 25, 2019 | |
KCS Wealth Advisory LLC | 11,423 | $494k | Jun 30, 2019 | Jul 29, 2019 | |
The Roosevelt Investment Group Inc | 9,410 | $407k | Jun 30, 2019 | Aug 8, 2019 | |
Matthew GOFF Investment Advisor LLC | 6,404 | $277k | Jun 30, 2019 | Aug 5, 2019 | |
Clifford SWAN Investment Counsel LLC | 5,913 | $255k | Jun 30, 2019 | Aug 13, 2019 | |
Westover Capital Advisors LLC | 5,500 | $238k | Jun 30, 2019 | Aug 13, 2019 | |
Transamerica Financial Advisors Inc | 122 | $6k | Jun 30, 2019 | Aug 21, 2019 | |
HCR Wealth Advisors | 2,093,000 | $4k | Jun 30, 2019 | Jul 25, 2019 |