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Spdr SER TR

CUSIP: 78468R481 | 27 institutional holders

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q1 2026

HighTower Advisors, LLC34,776
0.0% of portfolio›$1.1M
Sapient Capital LLC33,152
0.0% of portfolio›$1.1M
Paulson Wealth Management Inc.9,805
0.1% of portfolio›$311.2K
Lodestar Private Asset Management LLC9,755
0.0% of portfolio›$309.6K
Envestnet Asset Management Inc9,613
0.0% of portfolio›$305.1K
Truist Financial Corp8,235
0.0% of portfolio›$261.3K
Citadel Advisors LLC6,891
0.0% of portfolio›$218.7K
TPG Financial Advisors, LLC6,690
0.1% of portfolio›$212.3K
Osaic Holdings, Inc.1,907
0.0% of portfolio›$60.5K
Pension & Wealth Management Advisors, Inc.665
0.0% of portfolio›$21.1K
Lanark Financial, Inc.575
0.0% of portfolio›$18.2K
CWM, LLC554
0.0% of portfolio›$17.6K
Morgan Stanley211
0.0% of portfolio›$6.7K
Aptus Capital Advisors, LLC129
0.0% of portfolio›$4.1K
Assetmark, Inc11
0.0% of portfolio›$349
StyleTurnoverLocationFiled
HighTower Advisors, LLC
34,776$1.1M0.0%IndexLowChicago, IL2026-05-05
Sapient Capital LLC
33,152$1.1M0.0%GrowthMediumIndianapolis, IN2026-06-22
Paulson Wealth Management Inc.
9,805$311.2K0.1%ETFLowWest Palm Beach, FL2026-05-08
Lodestar Private Asset Management LLC
9,755$309.6K0.0%ETFLowAlamo, CA2026-04-27
Envestnet Asset Management Inc
9,613$305.1K0.0%ETFLowBerwyn, PA2026-05-04
Truist Financial Corp
8,235$261.3K0.0%CoreLowCharlotte, NC2026-04-27
Citadel Advisors LLC
6,891$218.7K0.0%CoreVery HighMiami, FL2026-05-15
TPG Financial Advisors, LLC
6,690$212.3K0.1%ETFLowPortland, OR2026-05-08
Osaic Holdings, Inc.
1,907$60.5K0.0%IndexLowScottsdale, AZ2026-05-15
Pension & Wealth Management Advisors, Inc.
665$21.1K0.0%ETFLowWaltham, MA2026-08-07
Lanark Financial, Inc.
575$18.2K0.0%CoreMediumBirmingham, AL2026-04-14
CWM, LLC
554$17.6K0.0%GrowthVery LowOmaha, NE2026-05-14
Morgan Stanley
211$6.7K0.0%CoreLowNew York, NY2026-05-15
Aptus Capital Advisors, LLC
129$4.1K0.0%CoreLowFairhope, AL2026-05-11
Assetmark, Inc
11$3490.0%ETFLowConcord, CA2026-05-06