Spdr Series Trust

Q1 2016 vs Q2 2016

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Charles Schwab Investment Advisory, Inc.

INCREASED

Shares1,291,968 from 1,056,206

Change+235,762 (+22%)

Value$32.8K (+$6.7K)

Filed 2019-09-25

Morgan Stanley

INCREASED

Shares666,040 from 616,886

Change+49,154 (+8%)

Value$16.9K (+$1.7K)

Filed 2016-08-12

Banque Pictet & CIE SA

INCREASED

Shares150,593 from 142,925

Change+7,668 (+5%)

Value$3.8K (+$296)

Filed 2016-08-10

Pictet North America Advisors SA

INCREASED

Shares150,593 from 142,925

Change+7,668 (+5%)

Value$3.8K (+$296)

Filed 2016-08-10

Royal Bank of Canada

INCREASED

Shares141,462 from 113,919

Change+27,543 (+24%)

Value$3.6K (+$781)

Filed 2016-08-24

UBS Group AG

DECREASED

Shares133,010 from 143,533

Change-10,523 (-7%)

Value$3.4K (-$165)

Filed 2016-08-12

Bank of America Corp

INCREASED

Shares110,730 from 108,700

Change+2,030 (+2%)

Value$2.8K (+$130)

Filed 2016-08-15

Whittier Trust Co

DECREASED

Shares74,290 from 74,892

Change-602 (-1%)

Value$1.9K (+$39)

Filed 2016-07-28

Susquehanna International Group, LLP

NEW

Shares36,327

Change+36,327

Value$922

Filed 2016-08-15

Wells Fargo & Company

DECREASED

Shares33,092 from 33,593

Change-501 (-1%)

Value$840 (+$12)

Filed 2016-08-11

Commonwealth Equity Services, Inc

INCREASED

Shares26,021 from 21,521

Change+4,500 (+21%)

Value$660 (+$130)

Filed 2016-08-04

LPL Financial LLC

DECREASED

Shares22,341 from 36,642

Change-14,301 (-39%)

Value$569 (-$337)

Filed 2016-08-15

Orion Porfolio Solutions, LLC

DECREASED

Shares16,996 from 17,502

Change-506 (-3%)

Value$431 ($0)

Filed 2016-08-09

Gerber Kawasaki Wealth & Investment Management

INCREASED

Shares12,772 from 12,632

Change+140 (+1%)

Value$324 (+$13)

Filed 2016-07-29

First Allied Advisory Services, Inc.

DECREASED

Shares11,106 from 13,985

Change-2,879 (-21%)

Value$282 (-$62)

Filed 2016-08-15

Eagle Ridge Investment Management

INCREASED

Shares10,820 from 10,620

Change+200 (+2%)

Value$275 (+$13)

Filed 2016-07-21

North Star Investment Management Corp.

UNCHANGED

Shares10,500 from 10,500

Change0 (0%)

Value$266 (+$7)

Filed 2016-07-12

Partnervest Advisory Services LLC

NEW

Shares9,336

Change+9,336

Value$237

Filed 2016-08-04

Jane Street Group, LLC

DECREASED

Shares9,250 from 67,726

Change-58,476 (-86%)

Value$235 (-$1.4K)

Filed 2016-08-15

Citigroup Inc

INCREASED

Shares7,400 from 1,100

Change+6,300 (+573%)

Value$188 (+$161)

Filed 2016-08-12

Signature Estate & Investment Advisors LLC

DECREASED

Shares5,342 from 6,302

Change-960 (-15%)

Value$136 (-$19)

Filed 2016-08-09

IFP Advisors, Inc

NEW

Shares4,289

Change+4,289

Value$109

Filed 2019-06-03

Advisor Group, Inc.

NEW

Shares3,600

Change+3,600

Value$91

Filed 2016-08-12

Creative Planning

NEW

Shares3,308

Change+3,308

Value$84

Filed 2016-07-12

MetLife Securities, Inc

DECREASED

Shares2,414 from 4,602

Change-2,188 (-48%)

Value$61 (-$52)

Filed 2016-07-25

Perigon Wealth Management, LLC

NEW

Shares2,290

Change+2,290

Value$58

Filed 2016-08-19

Apriem Advisors

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$6 ($0)

Filed 2016-08-12

Parallax Volatility Advisers, L.P.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$0 ($0)

Filed 2016-08-15

Transamerica Financial Advisors, LLC

CLOSED

Shares0 from 21,382

Change-21,382 (-100%)

Value$0 (-$528)

Filed 2016-08-12

American International Group, Inc.

CLOSED

Shares0 from 3,600

Change-3,600 (-100%)

Value$0 (-$89.0K)

Filed 2016-08-11

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

CLOSED

Shares0 from 850

Change-850 (-100%)

Value$0 (-$20)

Filed 2016-08-08

Gupta Wealth Management LLC

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

	Status
Charles Schwab Investment Advisory, Inc.	INCREASED	1,291,968	1,056,206	+235,762	+22%	$26.0K	$32.8K	+$6.7K	2019-09-25
Morgan Stanley	INCREASED	666,040	616,886	+49,154	+8%	$15.2K	$16.9K	+$1.7K	2016-08-12
Banque Pictet & CIE SA	INCREASED	150,593	142,925	+7,668	+5%	$3.5K	$3.8K	+$296	2016-08-10
Pictet North America Advisors SA	INCREASED	150,593	142,925	+7,668	+5%	$3.5K	$3.8K	+$296	2016-08-10
Royal Bank of Canada	INCREASED	141,462	113,919	+27,543	+24%	$2.8K	$3.6K	+$781	2016-08-24
UBS Group AG	DECREASED	133,010	143,533	-10,523	-7%	$3.5K	$3.4K	-$165	2016-08-12
Bank of America Corp	INCREASED	110,730	108,700	+2,030	+2%	$2.7K	$2.8K	+$130	2016-08-15
Whittier Trust Co	DECREASED	74,290	74,892	-602	-1%	$1.8K	$1.9K	+$39	2016-07-28
Susquehanna International Group, LLP	NEW	36,327	—	+36,327	—	—	$922	—	2016-08-15
Wells Fargo & Company	DECREASED	33,092	33,593	-501	-1%	$828	$840	+$12	2016-08-11
Commonwealth Equity Services, Inc	INCREASED	26,021	21,521	+4,500	+21%	$530	$660	+$130	2016-08-04
LPL Financial LLC	DECREASED	22,341	36,642	-14,301	-39%	$906	$569	-$337	2016-08-15
Orion Porfolio Solutions, LLC	DECREASED	16,996	17,502	-506	-3%	$431	$431	$0	2016-08-09
Gerber Kawasaki Wealth & Investment Management	INCREASED	12,772	12,632	+140	+1%	$311	$324	+$13	2016-07-29
First Allied Advisory Services, Inc.	DECREASED	11,106	13,985	-2,879	-21%	$344	$282	-$62	2016-08-15
Eagle Ridge Investment Management	INCREASED	10,820	10,620	+200	+2%	$262	$275	+$13	2016-07-21
North Star Investment Management Corp.	UNCHANGED	10,500	10,500	0	0%	$259	$266	+$7	2016-07-12
Partnervest Advisory Services LLC	NEW	9,336	—	+9,336	—	—	$237	—	2016-08-04
Jane Street Group, LLC	DECREASED	9,250	67,726	-58,476	-86%	$1.7K	$235	-$1.4K	2016-08-15
Citigroup Inc	INCREASED	7,400	1,100	+6,300	+573%	$27	$188	+$161	2016-08-12
Signature Estate & Investment Advisors LLC	DECREASED	5,342	6,302	-960	-15%	$155	$136	-$19	2016-08-09
IFP Advisors, Inc	NEW	4,289	—	+4,289	—	—	$109	—	2019-06-03
Advisor Group, Inc.	NEW	3,600	—	+3,600	—	—	$91	—	2016-08-12
Creative Planning	NEW	3,308	—	+3,308	—	—	$84	—	2016-07-12
MetLife Securities, Inc	DECREASED	2,414	4,602	-2,188	-48%	$113	$61	-$52	2016-07-25
Perigon Wealth Management, LLC	NEW	2,290	—	+2,290	—	—	$58	—	2016-08-19
Apriem Advisors	UNCHANGED	250	250	0	0%	$6	$6	$0	2016-08-12
Parallax Volatility Advisers, L.P.	UNCHANGED	1	1	0	0%	$0	$0	$0	2016-08-15
Transamerica Financial Advisors, LLC	CLOSED	0	21,382	-21,382	-100%	$528	$0	-$528	2016-08-12
American International Group, Inc.	CLOSED	0	3,600	-3,600	-100%	$89.0K	$0	-$89.0K	2016-08-11
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	CLOSED	0	850	-850	-100%	$20	$0	-$20	2016-08-08
Gupta Wealth Management LLC	N/A	—	4,000	-4,000	-100%	$99	—	—	—

Showing 32 of 32 institutions