SPDR SERIES TRUST
(78464A417)
Funds Reporting Holdings of SPDR SERIES TRUST according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Phillips Financial Management LLC | 41,888 | $4,542k | Jun 30, 2019 | Aug 6, 2019 | |
Cahill Financial Advisors Inc | 8,544 | $931k | Jun 30, 2019 | Aug 14, 2019 | |
Westbourne Investment Advisors Inc | 7,976 | $869k | Jun 30, 2019 | Jul 22, 2019 | |
Lejeune Puetz Investment Counsel | 6,073 | $662k | Jun 30, 2019 | Jul 29, 2019 | |
HITE Hedge Asset Management LLC | 4,876 | $531k | Jun 30, 2019 | Aug 13, 2019 | |
KMS Financial Services Inc | 11,724 | $471k | Sep 30, 2014 | Nov 17, 2014 | |
White Lighthouse Investment Management Inc | 3,123 | $340k | Jun 30, 2019 | Jul 31, 2019 | |
The Mathes Company Inc | 2,363 | $257k | Jun 30, 2019 | Jul 29, 2019 | |
Hanseatic Management Services Inc | 1,800 | $196k | Jun 30, 2019 | Jul 19, 2019 | |
1919 Investment Counsel LLC | 4,265 | $172k | Sep 30, 2014 | Nov 14, 2014 |