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SPDR SERIES TRUST
(78464A805)

Funds Reporting Holdings of SPDR SERIES TRUST according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Shepherd Financial Partners LLC 2,225,440 $81,140k Jun 30, 2019 Aug 5, 2019
Annex Advisory Services LLC 1,999,089 $72,888k Jun 30, 2019 Jul 18, 2019
Barber Financial Group 1,109,985 $40,470k Jun 30, 2019 Aug 9, 2019
PURE Financial Advisors Inc 546,202 $19,915k Jun 30, 2019 Jul 11, 2019
Sigfig Wealth Management LLC 437,075 $15,936k Jun 30, 2019 Aug 5, 2019
LEE Financial Group Hawaii Inc 320,424 $11,683k Jun 30, 2019 Jul 30, 2019
IRON Financial LLC 298,679 $10,508k Jun 30, 2019 Aug 2, 2019
Peterson Wealth Advisors LLC 184,537 $6,728k Jun 30, 2019 Jul 15, 2019
Evensky & KATZ LLC 132,106 $4,647k Mar 31, 2019 Aug 6, 2019
Quantitative Advantage LLC 125,556 $4,578k Jun 30, 2019 Aug 2, 2019
Stone House Investment Management LLC 119,235 $4,347k Jun 30, 2019 Jul 9, 2019
Lexaurum Advisors LLC 113,923 $4,154k Jun 30, 2019 Jul 19, 2019
JRM Investment Counsel LLC 106,948 $3,899k Jun 30, 2019 Aug 6, 2019
Isthmus Partners LLC 83,843 $3,057k Jun 30, 2019 Aug 9, 2019
Polaris Greystone Financial Group LLC 72,194 $2,655k Jun 30, 2019 Jul 25, 2019
RAAB & Moskowitz Asset Management LLC 72,439 $2,641k Jun 30, 2019 Aug 9, 2019
Alliance Wealth Management Group LLC 49,062 $1,789k Jun 30, 2019 Aug 12, 2019
DT Investment Partners LLC 41,677 $1,520k Jun 30, 2019 Jul 30, 2019
Aldebaran Financial Inc 36,095 $1,316k Jun 30, 2019 Aug 14, 2019
Vista Investment Management LLC 33,322 $1,215k Jun 30, 2019 Aug 14, 2019
Fernwood Investment Management LLC 31,722 $1,157k Jun 30, 2019 Aug 1, 2019
Wealth and Pension Services Group Inc 30,525 $1,113k Jun 30, 2019 Aug 15, 2019
Northwest Wealth Management LLC 24,947 $910k Jun 30, 2019 Jul 23, 2019
Copperwynd Financial LLC 24,628 $898k Jun 30, 2019 Aug 7, 2019
Signet Financial Management LLC 22,168 $832k Jun 30, 2019 Aug 13, 2019
The Retirement Planning Group Inc 18,853 $687k Jun 30, 2019 Jul 25, 2019
Telos Capital Management Inc 18,592 $678k Jun 30, 2019 Jul 19, 2019
Advisory Alpha LLC 16,385 $605k Jun 30, 2019 Aug 16, 2019
Paulson Wealth Management Inc 12,084 $450k Jun 30, 2019 Jul 30, 2019
Kelman Lazarov Inc 8,984 $328k Jun 30, 2019 Jul 22, 2019
Northrock Partners LLC 8,520 $311k Jun 30, 2019 Aug 12, 2019
Harwood Advisory Group LLC 8,502 $310k Jun 30, 2019 Aug 7, 2019
TLWM LLC 8,316 $305k Jun 30, 2019 Jul 12, 2019
REDW Stanley Financial Advisors LLC 6,529 $238k Jun 30, 2019 Aug 9, 2019
Successful Portfolios LLC 5,690 $207k Jun 30, 2019 Jul 11, 2019
Stearns Financial Services Group Inc 3,347 $122k Jun 30, 2019 Aug 14, 2019

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