SPDR SERIES TRUST
(78464A300)
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 | 4,937,572 | $299,609k | Jun 30, 2019 | Aug 9, 2019 | |
Hengehold Capital Management LLC | 162,446 | $9,857k | Jun 30, 2019 | Jul 23, 2019 | |
Evensky & KATZ LLC | 162,208 | $9,781k | Mar 31, 2019 | Aug 6, 2019 | |
Financial Advisory Service Inc | 132,895 | $8,064k | Jun 30, 2019 | Jul 25, 2019 | |
Altfest L J & Co Inc | 108,919 | $6,609k | Jun 30, 2019 | Jul 15, 2019 | |
Mokosak Advisory Group LLC | 92,244 | $5,598k | Jun 30, 2019 | Jul 17, 2019 | |
GHP Investment Advisors Inc | 89,931 | $5,457k | Jun 30, 2019 | Aug 2, 2019 | |
Merriman Wealth Management LLC | 8,628 | $5,246k | Jun 30, 2019 | Jul 31, 2019 | |
Strid Group LLC | 84,579 | $5,132k | Jun 30, 2019 | Aug 2, 2019 | |
Modera Wealth Management LLC | 83,695 | $5,079k | Jun 30, 2019 | Aug 7, 2019 | |
Mcadam LLC | 80,942 | $4,912k | Jun 30, 2019 | Jul 30, 2019 | |
Managed Account Services Inc | 75,887 | $4,629k | Jun 30, 2019 | Jul 15, 2019 | |
Triangle Securities Wealth Management | 62,768 | $3,787k | Jun 30, 2019 | Jul 10, 2019 | |
Signature Estate & Investment Advisors LLC | 61,439 | $3,728k | Jun 30, 2019 | Aug 1, 2019 | |
Harborview Advisors LLC | 57,138 | $3,467k | Jun 30, 2019 | Aug 7, 2019 | |
Traynor Capital Management Inc | 55,220 | $3,357k | Jun 30, 2019 | Jul 26, 2019 | |
Probity Advisors Inc | 52,815 | $3,205k | Jun 30, 2019 | Aug 8, 2019 | |
Marietta Wealth Management LLC | 52,699 | $3,198k | Jun 30, 2019 | Aug 14, 2019 | |
Bluesky Wealth Advisors LLC | 52,567 | $3,190k | Jun 30, 2019 | Aug 5, 2019 | |
Connecticut Wealth Management LLC | 49,475 | $3,002k | Jun 30, 2019 | Jul 29, 2019 | |
Klingman and Associates LLC | 46,757 | $2,837k | Jun 30, 2019 | Jul 24, 2019 | |
The Burney Company | 35,915 | $2,179k | Jun 30, 2019 | Aug 12, 2019 | |
GFS Advisors LLC | 29,444 | $1,787k | Jun 30, 2019 | Aug 1, 2019 | |
The Jentner Corporation | 17,367 | $1,054k | Jun 30, 2019 | Jul 16, 2019 | |
Northwest Wealth Management LLC | 17,014 | $1,032k | Jun 30, 2019 | Jul 23, 2019 | |
American Investment Services Inc | 15,833 | $961k | Jun 30, 2019 | Aug 6, 2019 | |
E & G Advisors LP | 15,275 | $927k | Jun 30, 2019 | Jul 12, 2019 | |
Bernicke Wealth Management Ltd | 14,543 | $882k | Jun 30, 2019 | Aug 5, 2019 | |
Cahill Financial Advisors Inc | 13,443 | $816k | Jun 30, 2019 | Aug 14, 2019 | |
Carlson Capital Management LLC | 11,328 | $687k | Jun 30, 2019 | Jul 15, 2019 | |
Lexaurum Advisors LLC | 11,136 | $676k | Jun 30, 2019 | Jul 19, 2019 | |
Johanson Financial Advisors Inc | 9,341 | $564k | Jun 30, 2019 | Jul 29, 2019 | |
Cornerstone Advisory LLC | 6,288 | $382k | Jun 30, 2019 | Aug 8, 2019 | |
Northrock Partners LLC | 6,250 | $379k | Jun 30, 2019 | Aug 12, 2019 | |
Valicenti Advisory Services Inc | 6,233 | $378k | Jun 30, 2019 | Jul 17, 2019 | |
PURE Financial Advisors Inc | 6,139 | $372k | Jun 30, 2019 | Jul 11, 2019 | |
KMS Financial Services Inc | 3,425 | $350k | Sep 30, 2014 | Nov 17, 2014 | |
Acorn Wealth Advisors LLC | 5,251 | $311k | Jun 30, 2019 | Aug 14, 2019 | |
Vista Private Wealth Partners LLC | 4,417 | $257k | Jun 30, 2019 | Aug 27, 2019 | |
Baltimore-Washington Financial Advisors Inc | 3,730 | $226k | Jun 30, 2019 | Jul 25, 2019 | |
Permanens Capital LP | 834 | $51k | Jun 30, 2019 | Aug 9, 2019 | |
Stearns Financial Services Group Inc | 18 | $1k | Jun 30, 2019 | Aug 14, 2019 |