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SPDR SER TR
(78468R739)

Funds Reporting Holdings of SPDR SER TR according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Biltmore Wealth Management LLC 1,343,948 $65,759k Jun 30, 2019 Jul 23, 2019
Chatham Capital Group Inc 339,303 $16,602k Jun 30, 2019 Jul 24, 2019
Financial Engines Advisors LLC 260,006 $12,722k Jun 30, 2019 Aug 9, 2019
Gentrust LLC 254,735 $12,464k Jun 30, 2019 Aug 2, 2019
Crestwood Advisors Group LLC 242,364 $11,859k Jun 30, 2019 Aug 14, 2019
Gratus Capital LLC 182,933 $8,951k Jun 30, 2019 Aug 7, 2019
USA Financial Portformulas Corporation 166,181 $8,056k Jun 30, 2019 Aug 12, 2019
Eagle Ridge Investment Management LLC 145,632 $7,126k Jun 30, 2019 Aug 1, 2019
Merriman Wealth Management LLC 12,310 $6,017k Jun 30, 2019 Jul 31, 2019
BSW Wealth Partners LLC 112,291 $5,494k Jun 30, 2019 Aug 13, 2019
Janney Capital Management LLC 108,919 $5,329k Jun 30, 2019 Jul 29, 2019
Moneywise Inc 84,483 $4,134k Jun 30, 2019 Jul 17, 2019
Parkside Advisors LLC 81,795 $4,002k Jun 30, 2019 Jul 10, 2019
Allen Investment Management LLC 77,391 $3,787k Jun 30, 2019 Aug 12, 2019
Curbstone Financial Management Corporation 65,974 $3,228k Jun 30, 2019 Jul 9, 2019
Managed Account Services Inc 65,707 $3,212k Jun 30, 2019 Jul 15, 2019
Lenox Wealth Advisors LLC 64,601 $3,161k Jun 30, 2019 Jul 12, 2019
Transamerica Financial Advisors Inc 57,233 $2,801k Jun 30, 2019 Aug 21, 2019
Independence Advisors LLC 44,850 $2,195k Jun 30, 2019 Aug 12, 2019
Independence Financial Advisors LLC 44,850 $2,195k Jun 30, 2019 Aug 12, 2019
Mcadam LLC 44,197 $2,163k Jun 30, 2019 Jul 30, 2019
Financial Advisory Service Inc 43,224 $2,115k Jun 30, 2019 Jul 25, 2019
Sadoff Investment Management LLC 38,725 $1,895k Jun 30, 2019 Aug 7, 2019
KWMG LLC 38,585 $1,888k Jun 30, 2019 Jul 10, 2019
Hengehold Capital Management LLC 37,792 $1,849k Jun 30, 2019 Jul 23, 2019
Altavista Wealth Management Inc 31,850 $1,558k Jun 30, 2019 Aug 13, 2019
Northwest Wealth Management LLC 24,730 $1,210k Jun 30, 2019 Jul 23, 2019
Premise Capital LLC 22,842 $1,115k Jun 30, 2019 Aug 13, 2019
Foothills Asset Management Ltd 21,820 $1,068k Jun 30, 2019 Jul 17, 2019
Columbus Macro LLC 18,776 $919k Jun 30, 2019 Jul 16, 2019
Westover Capital Advisors LLC 18,243 $893k Jun 30, 2019 Aug 13, 2019
Lombard Odier Transatlantic Limited 17,000 $830k Sep 30, 2016 Nov 14, 2016
Lourd Capital LLC 16,905 $827k Jun 30, 2019 Jul 11, 2019
Vista Investment Management LLC 16,312 $798k Jun 30, 2019 Aug 14, 2019
BFSG LLC 15,052 $736k Jun 30, 2019 Jul 30, 2019
Pagnatokarp Partners LLC 13,737 $672k Jun 30, 2019 Aug 8, 2019
Oarsman Capital Inc 12,861 $629k Jun 30, 2019 Aug 13, 2019
Mcnamara Financial Services Inc 12,127 $588k Jun 30, 2019 Jul 12, 2019
Summit Financial Wealth Advisors LLC 11,731 $574k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 11,731 $574k Jun 30, 2019 Jul 16, 2019
Exchange Capital Management Inc 10,312 $505k Jun 30, 2019 Jul 22, 2019
AFT Forsyth and Company Inc 8,717 $427k Jun 30, 2019 Jul 29, 2019
Palladium Partners LLC 8,350 $409k Jun 30, 2019 Aug 7, 2019
Estate Counselors LLC 7,830 $383k Jun 30, 2019 Aug 7, 2019
Alesco Advisors LLC 7,405 $362k Jun 30, 2019 Aug 14, 2019
The Fiduciary Group LLC 6,526 $319k Jun 30, 2019 Aug 14, 2019
Fifth Third Securities Inc 6,102 $298k Jun 30, 2019 Jul 30, 2019
Successful Portfolios LLC 6,035 $295k Jun 30, 2019 Jul 11, 2019
Quantum Capital Management LLC 5,063 $248k Jun 30, 2019 Aug 14, 2019
Fulcrum Capital LLC 5,000 $245k Jun 30, 2019 Jul 29, 2019
Vista Private Wealth Partners LLC 4,908 $242k Jun 30, 2019 Aug 27, 2019
Wealth Alliance Advisory Group LLC 4,892 $240k Jun 30, 2019 Jul 17, 2019
Paulson Wealth Management Inc 4,877 $239k Jun 30, 2019 Jul 30, 2019
East Coast Asset Management LLC 4,850 $237k Jun 30, 2019 Aug 14, 2019
Modera Wealth Management LLC 4,686 $229k Jun 30, 2019 Aug 7, 2019
ACG Wealth Inc 4,240 $207k Jun 30, 2019 Aug 6, 2019
Confluence Wealth Management LLC 4,093 $200k Jun 30, 2019 Aug 9, 2019
Evensky & KATZ LLC 2,385 $115k Mar 31, 2019 Aug 6, 2019
Clear Perspective Advisors LLC 1,500 $73k Jun 30, 2019 Aug 12, 2019
Allsquare Wealth Management LLC 801 $39k Jun 30, 2019 Aug 13, 2019
First Manhattan Co 135 $6k Jun 30, 2019 Aug 16, 2019

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