SPDR SERIES TRUST
(78464A375)
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 | 32,697,387 | $1,142,119k | Jun 30, 2019 | Aug 12, 2019 | |
Allianz Investment Management LLC | 2,648,041 | $92,496k | Jun 30, 2019 | Aug 8, 2019 | |
Stadion Money Management LLC | 531,574 | $18,568k | Jun 30, 2019 | Aug 14, 2019 | |
DUFF & Phelps Investment Management Co | 314,900 | $10,999k | Jun 30, 2019 | Aug 2, 2019 | |
Willow Creek Wealth Management Inc | 296,986 | $10,374k | Jun 30, 2019 | Jul 22, 2019 | |
Sawtooth Solutions LLC | 290,300 | $10,140k | Jun 30, 2019 | Aug 8, 2019 | |
Stephens Group Asset Management LLC | 289,936 | $10,127k | Jun 30, 2019 | Jul 15, 2019 | |
Newsquare Capital LLC | 267,947 | $9,359k | Jun 30, 2019 | Aug 20, 2019 | |
Probity Advisors Inc | 155,757 | $5,441k | Jun 30, 2019 | Aug 8, 2019 | |
Westover Capital Advisors LLC | 152,594 | $5,330k | Jun 30, 2019 | Aug 13, 2019 | |
Windsor Capital Management LLC | 133,581 | $4,665k | Jun 30, 2019 | Aug 2, 2019 | |
Conservest Capital Advisors Inc | 130,001 | $4,541k | Jun 30, 2019 | Jul 10, 2019 | |
Financial Advisory Service Inc | 121,053 | $4,228k | Jun 30, 2019 | Jul 25, 2019 | |
Westend Advisors LLC | 112 | $3,912k | Jun 30, 2019 | Jul 23, 2019 | |
Canal Capital Management LLC | 78,478 | $2,741k | Jun 30, 2019 | Jul 31, 2019 | |
SWS Partners LLC | 62,492 | $2,181k | Jun 30, 2019 | Aug 13, 2019 | |
Alliance Wealth Management Group LLC | 59,873 | $2,091k | Jun 30, 2019 | Aug 12, 2019 | |
Vista Investment Management LLC | 56,995 | $1,991k | Jun 30, 2019 | Aug 14, 2019 | |
Gilbert & COOK Inc | 42,714 | $1,492k | Jun 30, 2019 | Aug 5, 2019 | |
Transamerica Financial Advisors Inc | 41,006 | $1,433k | Jun 30, 2019 | Aug 21, 2019 | |
Wealthstar Advisors LLC | 40,877 | $1,418k | Jun 30, 2019 | Aug 7, 2019 | |
Strategy Asset Managers LLC | 39,483 | $1,379k | Jun 30, 2019 | Aug 14, 2019 | |
Nottingham Advisors Inc | 38,939 | $1,360k | Jun 30, 2019 | Jul 17, 2019 | |
Curbstone Financial Management Corporation | 37,574 | $1,312k | Jun 30, 2019 | Jul 9, 2019 | |
Crestwood Advisors Group LLC | 35,159 | $1,228k | Jun 30, 2019 | Aug 14, 2019 | |
Ballast Inc | 31,239 | $1,091k | Jun 30, 2019 | Jul 26, 2019 | |
Polaris Greystone Financial Group LLC | 30,873 | $1,076k | Jun 30, 2019 | Jul 25, 2019 | |
Phillips Financial Management LLC | 27,598 | $962k | Jun 30, 2019 | Aug 6, 2019 | |
Asset Planning Services Inc | 18,856 | $659k | Jun 30, 2019 | Jul 17, 2019 | |
Asset Planning Services Ltd | 18,856 | $659k | Jun 30, 2019 | Jul 17, 2019 | |
United Asset Strategies Inc | 18,397 | $643k | Jun 30, 2019 | Jul 31, 2019 | |
Evensky & KATZ LLC | 18,568 | $634k | Mar 31, 2019 | Aug 6, 2019 | |
Founders Financial Securities LLC | 18,135 | $633k | Jun 30, 2019 | Jul 22, 2019 | |
Stone House Investment Management LLC | 18,081 | $632k | Jun 30, 2019 | Jul 9, 2019 | |
Barber Financial Group | 18,047 | $630k | Jun 30, 2019 | Aug 9, 2019 | |
Obermeyer WOOD Investment Counsel LLLP | 14,960 | $523k | Jun 30, 2019 | Aug 13, 2019 | |
Highland Private Wealth Management | 13,525 | $472k | Jun 30, 2019 | Aug 13, 2019 | |
RAAB & Moskowitz Asset Management LLC | 11,967 | $418k | Jun 30, 2019 | Aug 9, 2019 | |
BHK Investment Advisors LLC | 10,500 | $367k | Jun 30, 2019 | Aug 2, 2019 | |
Fifth Third Securities Inc | 10,339 | $361k | Jun 30, 2019 | Jul 30, 2019 | |
Wellesley Investment Partners LLC | 8,814 | $307k | Jun 30, 2019 | Aug 5, 2019 | |
Stringer Asset Management LLC | 8,517 | $297k | Jun 30, 2019 | Aug 1, 2019 | |
Wealth and Pension Services Group Inc | 8,388 | $293k | Jun 30, 2019 | Aug 15, 2019 | |
Lexaurum Advisors LLC | 6,536 | $228k | Jun 30, 2019 | Jul 19, 2019 | |
KMS Financial Services Inc | 4,365 | $149k | Sep 30, 2014 | Nov 17, 2014 | |
Contravisory Investment Management Inc | 96 | $3k | Jun 30, 2019 | Jul 9, 2019 |