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 |