investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best
Nothings Found.

SPDR SERIES TRUST
(78464A656)

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 5,720,537 $323,725k Jun 30, 2019 Aug 12, 2019
Merriman Wealth Management LLC 138,424 $77,780k Jun 30, 2019 Jul 31, 2019
PURE Financial Advisors Inc 864,164 $48,903k Jun 30, 2019 Jul 11, 2019
Willow Creek Wealth Management Inc 210,271 $11,899k Jun 30, 2019 Jul 22, 2019
Stadion Money Management LLC 161,736 $9,153k Jun 30, 2019 Aug 14, 2019
Westover Capital Advisors LLC 47,607 $2,694k Jun 30, 2019 Aug 13, 2019
Phillips Financial Management LLC 42,994 $2,416k Jun 30, 2019 Aug 6, 2019
Northwest Wealth Management LLC 37,793 $2,139k Jun 30, 2019 Jul 23, 2019
Alesco Advisors LLC 30,867 $1,747k Jun 30, 2019 Aug 14, 2019
Sigfig Wealth Management LLC 26,301 $1,488k Jun 30, 2019 Aug 5, 2019
Lattice Strategies LLC 20,199 $1,125k Mar 31, 2019 May 8, 2019
Mccollum Christoferson Group LLC 18,090 $1,024k Jun 30, 2019 Jul 11, 2019
Alphastar Capital Management LLC 10,415 $589k Jun 30, 2019 Aug 14, 2019
KMS Financial Services Inc 4,490 $250k Sep 30, 2014 Nov 17, 2014
Beacon Capital Management Inc 1,719 $97k Jun 30, 2019 Jul 18, 2019
Beacon Capital Management LLC 1,719 $97k Jun 30, 2019 Jul 18, 2019

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.


Recently Searched Firms

Please note: Search data is accumulated by 3rd party and refreshed once per day.

Copyright © 2023 by InvestingReview.org / All Rights Reserved.