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SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP
(78467Y107)

Funds Reporting Holdings of SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Retirement Income Solutions Inc 62,038 $21,998,000k Jun 30, 2019 Jul 23, 2019
Conservest Capital Advisors Inc 236,471 $83,850k Jun 30, 2019 Jul 10, 2019
Spectrum Group Management LLC 190,242 $67,458k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 190,242 $67,458k Jun 30, 2019 Aug 2, 2019
Aperimus Capital LLC 168,658 $59,804k Jun 30, 2019 Jul 24, 2019
Berkshire Money Management Inc 141,150 $50,050k Jun 30, 2019 Jul 29, 2019
Portland Global Advisors LLC 101,578 $36,018k Jun 30, 2019 Jul 26, 2019
Shepherd Financial Partners LLC 82,741 $29,339k Jun 30, 2019 Aug 5, 2019
Cumberland Advisors Inc 76,897 $27,267k Jun 30, 2019 Jul 11, 2019
Cabana LLC 72,015 $24,757k Jun 30, 2019 Aug 9, 2019
Estate Counselors LLC 59,465 $21,086k Jun 30, 2019 Aug 7, 2019
Youngs Advisory Group Inc 40,566 $14,384k Jun 30, 2019 Jul 16, 2019
Curbstone Financial Management Corporation 40,540 $14,375k Jun 30, 2019 Jul 9, 2019
Confluence Wealth Management LLC 34,014 $12,061k Jun 30, 2019 Aug 9, 2019
Gentrust LLC 33,360 $11,888k Jun 30, 2019 Aug 2, 2019
Wealth Alliance Advisory Group LLC 32,317 $11,480k Jun 30, 2019 Jul 17, 2019
Exchange Capital Management Inc 32,105 $11,384k Jun 30, 2019 Jul 22, 2019
HUGH Johnson Advisors LLC 30,871 $10,947k Jun 30, 2019 Aug 6, 2019
Bronfman EL Rothschild LP 24,163 $8,568k Jun 30, 2019 Aug 12, 2019
Empyrean Capital Partners LP 24,029 $8,520k Jun 30, 2019 Aug 14, 2019
Kayne Anderson Rudnick Investment Management LLC 20,270 $7,179k Jun 30, 2019 Aug 14, 2019
ELM Advisors LLC 19,176 $6,800k Jun 30, 2019 Jul 3, 2019
Staley Capital Advisers Inc 18,115 $6,423k Jun 30, 2019 Aug 9, 2019
Tower VIEW Investment Management & Research LLC 15,881 $5,631k Jun 30, 2019 Jul 17, 2019
Klingman and Associates LLC 15,793 $5,600k Jun 30, 2019 Jul 24, 2019
Prelude Capital Management LLC 15,556 $5,516k Jun 30, 2019 Aug 14, 2019
Peak Asset Management LLC 15,455 $5,480k Jun 30, 2019 Aug 15, 2019
Meristem Family Wealth LLC 14,915 $5,289k Jun 30, 2019 Aug 6, 2019
Diversified Portfolios Inc 14,443 $5,121k Jun 30, 2019 Aug 13, 2019
ALL Terrain Financial Advisors LLC 14,279 $5,063k Jun 30, 2019 Aug 14, 2019
Round Table Services LLC 14,066 $4,988k Jun 30, 2019 Jul 17, 2019
Merriman Wealth Management LLC 1,400 $4,974k Jun 30, 2019 Jul 31, 2019
Retirement Capital Strategies Inc 13,615 $4,828k Jun 30, 2019 Aug 2, 2019
Modera Wealth Management LLC 13,538 $4,800k Jun 30, 2019 Aug 7, 2019
Midwest Professional Planners Ltd 13,212 $4,685k Jun 30, 2019 Aug 12, 2019
Baltimore-Washington Financial Advisors Inc 12,974 $4,600k Jun 30, 2019 Jul 25, 2019
Badgley Phelps and Bell Inc 12,644 $4,484k Jun 30, 2019 Jul 30, 2019
Bridgeworth LLC 12,466 $4,420k Jun 30, 2019 Jul 25, 2019
Lourd Capital LLC 12,003 $4,256k Jun 30, 2019 Jul 11, 2019
SAND Hill Global Advisors LLC 11,667 $4,137k Jun 30, 2019 Aug 13, 2019
Evensky & KATZ LLC 11,092 $3,831k Mar 31, 2019 Aug 6, 2019
Capital Planning Advisors LLC 10,199 $3,617k Jun 30, 2019 Aug 9, 2019
Whitnell & Co 10,117 $3,587k Jun 30, 2019 Jul 16, 2019
ST Johns Investment Management Company LLC 9,846 $3,491k Jun 30, 2019 Jul 24, 2019
Sawgrass Asset Management LLC 9,700 $3,440k Jun 30, 2019 Jul 23, 2019
Murphy Middleton Hinkle & Parker Inc 9,268 $3,287k Jun 30, 2019 Jul 15, 2019
Intercontinental Wealth Advisors LLC 8,593 $3,047k Jun 30, 2019 Aug 2, 2019
Sonata Capital Group Inc 8,554 $3,033k Jun 30, 2019 Aug 5, 2019
JMG Financial Group Ltd 7,515 $2,665k Jun 30, 2019 Aug 2, 2019
Fifth Third Securities Inc 7,088 $2,522k Jun 30, 2019 Jul 30, 2019
Gilman Hill Asset Management LLC 6,271 $2,224k Jun 30, 2019 Jul 17, 2019
Overbrook Management Corporation 6,234 $2,211k Jun 30, 2019 Aug 13, 2019
Kelman Lazarov Inc 5,940 $2,106k Jun 30, 2019 Jul 22, 2019
Hoylecohen LLC 5,855 $2,076k Jun 30, 2019 Aug 9, 2019
ARS Investment Partners LLC 5,837 $2,070k Jun 30, 2019 Aug 12, 2019
Trust Asset Management LLC 5,782 $2,050k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 5,782 $2,050k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 5,782 $2,050k Jun 30, 2019 Aug 14, 2019
Private Asset Management Inc 5,782 $2,050k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 5,782 $2,050k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 5,782 $2,050k Jun 30, 2019 Aug 14, 2019
Bigsur Wealth Management LLC 5,450 $1,951k Jun 30, 2019 Jul 5, 2019
Shoker Investment Counsel Inc 5,352 $1,897k Jun 30, 2019 Aug 9, 2019
Crescent Grove Advisors LLC 4,874 $1,740k Jun 30, 2019 Aug 6, 2019
Mckinley Carter Wealth Services Inc 4,666 $1,655k Jun 30, 2019 Aug 2, 2019
HIGH Falls Advisors Inc 4,656 $1,651k Jun 30, 2019 Aug 15, 2019
Lejeune Puetz Investment Counsel 4,638 $1,645k Jun 30, 2019 Jul 29, 2019
Cambridge Advisors LLC 4,477 $1,587k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors Inc 4,477 $1,587k Jun 30, 2019 Jul 26, 2019
BFSG LLC 4,398 $1,559k Jun 30, 2019 Jul 30, 2019
Coyle Financial Counsel LLC 4,205 $1,491k Jun 30, 2019 Aug 13, 2019
New England Private Wealth Advisors LLC 4,187 $1,485k Jun 30, 2019 Aug 8, 2019
Aldebaran Financial Inc 4,088 $1,450k Jun 30, 2019 Aug 14, 2019
Lyell Wealth Management LP 3,548 $1,268k Jun 30, 2019 Aug 1, 2019
The Mathes Company Inc 3,550 $1,259k Jun 30, 2019 Jul 29, 2019
GFS Advisors LLC 3,477 $1,233k Jun 30, 2019 Aug 1, 2019
Woodstock Corporation 3,367 $1,194k Jun 30, 2019 Jul 3, 2019
1919 Investment Counsel LLC 4,673 $1,166k Sep 30, 2014 Nov 14, 2014
Blue CHIP Wealth Management Inc 3,264 $1,157k Jun 30, 2019 Aug 13, 2019
Transamerica Financial Advisors Inc 3,242 $1,150k Jun 30, 2019 Aug 21, 2019
Tocqueville Asset Management LP 3,187 $1,130k Jun 30, 2019 Jul 31, 2019
Athena Capital Advisors LLC 3,174 $1,125k Jun 30, 2019 Aug 9, 2019
Middleton & Company Inc 3,091 $1,096k Jun 30, 2019 Jul 25, 2019
Meridian Investment Counsel Inc 3,074 $1,090k Jun 30, 2019 Aug 13, 2019
Granite Investment Advisors LLC 2,892 $1,025k Jun 30, 2019 Jul 23, 2019
Granite Group Advisors LLC 2,892 $1,025k Jun 30, 2019 Jul 23, 2019
Keeler Thomas Management LLC 2,698 $957k Jun 30, 2019 Jul 31, 2019
Lenox Wealth Advisors LLC 2,545 $903k Jun 30, 2019 Jul 12, 2019
Sigma Investment Counselors Inc 2,499 $886k Jun 30, 2019 Jul 23, 2019
Clifford SWAN Investment Counsel LLC 2,487 $882k Jun 30, 2019 Aug 13, 2019
GM Advisory Group Inc 2,434 $863k Jun 30, 2019 Aug 9, 2019
Alesco Advisors LLC 2,426 $860k Jun 30, 2019 Aug 14, 2019
The Fiduciary Group LLC 2,421 $858k Jun 30, 2019 Aug 14, 2019
Acorn Wealth Advisors LLC 2,456 $851k Jun 30, 2019 Aug 14, 2019
Stadion Money Management LLC 2,300 $816k Jun 30, 2019 Aug 14, 2019
Duncker Streett & Co LLC 2,296 $814k Jun 30, 2019 Jul 24, 2019
SVA Plumb Wealth Management LLC 2,167 $768k Jun 30, 2019 Aug 13, 2019
Keeley-Teton Advisors LLC 2,069 $734k Jun 30, 2019 Aug 12, 2019
Neumann Capital Management LLC 2,045 $725k Jun 30, 2019 Jul 25, 2019
Quadrant Private Wealth Management LLC 1,991 $706k Jun 30, 2019 Aug 13, 2019
ZWJ Investment Counsel Inc 1,905 $675k Jun 30, 2019 Jul 24, 2019
Paulson Wealth Management Inc 1,869 $666k Jun 30, 2019 Jul 30, 2019
The Roosevelt Investment Group Inc 1,875 $665k Jun 30, 2019 Aug 8, 2019
Mcguire Investment Group LLC 1,861 $660k Jun 30, 2019 Jul 25, 2019
Fagan Associates Inc 1,855 $658k Jun 30, 2019 Jul 12, 2019
Northrock Partners LLC 1,751 $623k Jun 30, 2019 Aug 12, 2019
Wealth Advisors Group LLC 1,721 $610k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 1,721 $610k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 1,721 $610k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 1,721 $610k Jun 30, 2019 Aug 7, 2019
Vista Investment Management LLC 1,632 $579k Jun 30, 2019 Aug 14, 2019
Osborne Partners Capital Management LLC 1,624 $576k Jun 30, 2019 Jul 18, 2019
Bridgecreek Investment Management LLC 1,500 $532k Jun 30, 2019 Aug 14, 2019
LONG ROAD Investment Counsel LLC 1,445 $512k Jun 30, 2019 Aug 9, 2019
Newfocus Financial Group LLC 1,434 $508k Jun 30, 2019 Jul 23, 2019
Crabel Capital Management LLC 1,391 $493k Jun 30, 2019 Aug 13, 2019
Evermay Wealth Management LLC 1,274 $452k Jun 30, 2019 Jul 23, 2019
Advisory Alpha LLC 1,261 $445k Jun 30, 2019 Aug 16, 2019
Columbus Macro LLC 1,245 $443k Jun 30, 2019 Jul 16, 2019
Carleon Capital Partners LLC 1,165 $414k Jun 30, 2019 Aug 13, 2019
Bingham Osborn & Scarborough LLC 1,166 $413k Jun 30, 2019 Aug 2, 2019
Vishria BIRD Financial Group LLC 1,156 $410k Jun 30, 2019 Jul 15, 2019
Epstein and White Financial LLC 1,152 $410k Jun 30, 2019 Jul 19, 2019
Private Vista LLC 1,148 $408k Jun 30, 2019 Jul 19, 2019
Access Financial Services Inc 1,121 $397k Jun 30, 2019 Jul 24, 2019
Cadinha & Co LLC 1,106 $392k Jun 30, 2019 Aug 9, 2019
Jasper Ridge Partners LP 1,095 $388k Jun 30, 2019 Aug 9, 2019
Financial Advisory Service Inc 1,073 $380k Jun 30, 2019 Jul 25, 2019
West Chester Capital Advisors Inc 1,055 $375k Jun 30, 2019 Jul 30, 2019
REDW Stanley Financial Advisors LLC 1,052 $373k Jun 30, 2019 Aug 9, 2019
New England Investment & Retirement Group Inc 1,019 $361k Jun 30, 2019 Jul 31, 2019
The Retirement Planning Group Inc 987 $350k Jun 30, 2019 Jul 25, 2019
Bluesky Wealth Advisors LLC 962 $341k Jun 30, 2019 Aug 5, 2019
Summit Wealth Advisors Inc 962 $341k Jun 30, 2019 Jul 16, 2019
Summit Financial Wealth Advisors LLC 962 $341k Jun 30, 2019 Jul 16, 2019
Baugh & Associates LLC 949 $337k Jun 30, 2019 Jul 23, 2019
Wescap Management Group Inc 941 $333k Jun 30, 2019 Aug 6, 2019
Premier Asset Management LLC 929 $329k Jun 30, 2019 Aug 7, 2019
Harborview Advisors LLC 916 $325k Jun 30, 2019 Aug 7, 2019
Waters Parkerson & Co LLC 890 $316k Jun 30, 2019 Aug 6, 2019
Mendel Money Management Inc 889 $315k Jun 30, 2019 Aug 8, 2019
Rossmore Private Capital LLC 845 $300k Jun 30, 2019 Aug 5, 2019
Spears Abacus Advisors LLC 847 $300k Jun 30, 2019 Aug 9, 2019
Telos Capital Management Inc 831 $295k Jun 30, 2019 Jul 19, 2019
Gillespie Robinson & Grimm Inc 818 $290k Jun 30, 2019 Jul 22, 2019
Janney Capital Management LLC 818 $290k Jun 30, 2019 Jul 29, 2019
Leonetti & Associates LLC 950 $288k Dec 31, 2018 Feb 19, 2019
Oarsman Capital Inc 807 $286k Jun 30, 2019 Aug 13, 2019
Marble Harbor Investment Counsel LLC 800 $284k Jun 30, 2019 Aug 7, 2019
Cohen Klingenstein LLC 800 $284k Jun 30, 2019 Jul 15, 2019
RB Capital Management LLC 800 $284k Jun 30, 2019 Aug 7, 2019
Howard Capital Management Inc 770 $273k Jun 30, 2019 Jul 24, 2019
Newport Wealth Strategies Inc 767 $271k Jun 30, 2019 Jul 22, 2019
Sunbelt Securities Inc 739 $262k Jun 30, 2019 Aug 1, 2019
Isthmus Partners LLC 740 $262k Jun 30, 2019 Aug 9, 2019
Personal Resources Investment and Strategic Management Inc 732 $260k Jun 30, 2019 Aug 6, 2019
Carret Asset Management LLC 720 $255k Jun 30, 2019 Aug 12, 2019
Alphastar Capital Management LLC 684 $243k Jun 30, 2019 Aug 14, 2019
KMS Financial Services Inc 953 $238k Sep 30, 2014 Nov 17, 2014
Signet Financial Management LLC 649 $235k Jun 30, 2019 Aug 13, 2019
Pratt Collard Advisory Partners LLC 654 $232k Jun 30, 2019 Jul 16, 2019
Deroy & Devereaux Private Investment Counsel Inc 650 $230k Jun 30, 2019 Jul 22, 2019
Carlson Capital Management LLC 649 $230k Jun 30, 2019 Jul 15, 2019
The Genwealth Group Inc 635 $225k Jun 30, 2019 Jul 10, 2019
Birch Hill Investment Advisors LLC 613 $217k Jun 30, 2019 Jul 22, 2019
Thomas Story and SON LLC 610 $216k Jun 30, 2019 Jul 29, 2019
Cypress Capital Management LLC 607 $215k Jun 30, 2019 Aug 5, 2019
Premise Capital LLC 8,487 $214k Jun 30, 2019 Aug 13, 2019
Successful Portfolios LLC 600 $213k Jun 30, 2019 Jul 11, 2019
Abbrea Capital LLC 580 $207k Jun 30, 2019 Jul 31, 2019
WP Advisors LLC 578 $205k Jun 30, 2019 Jul 23, 2019
Wiley Bros-Aintree Capital LLC 575 $204k Jun 30, 2019 Jul 10, 2019
Barber Financial Group 570 $202k Jun 30, 2019 Aug 9, 2019
First Manhattan Co 390 $138k Jun 30, 2019 Aug 16, 2019
Morgan Dempsey Capital Management LLC 297 $105k Jun 30, 2019 Aug 8, 2019
Tortoise Investment Management LLC 199 $71k Jun 30, 2019 Aug 7, 2019
New Potomac Partners LLC 161 $57k Jun 30, 2019 Jul 26, 2019
Horan Securities Inc 125 $44k Jun 30, 2019 Jul 24, 2019
America First Investment Advisors LLC 110 $39k Jun 30, 2019 Jul 29, 2019
Northstar Asset Management Inc 100 $35k Jun 30, 2019 Jul 16, 2019
Northstar Asset Management LLC 100 $35k Jun 30, 2019 Jul 16, 2019
The Bollard Group LLC 80 $28k Jun 30, 2019 Aug 13, 2019
Mcmillion Capital Management Inc 25 $9k Jun 30, 2019 Jul 25, 2019
Lifeplan Financial Group Inc 8 $3k Jun 30, 2019 Jul 15, 2019

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