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Spdr SER TR

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
HighTower Advisors, LLC
DECREASED
Shares34,776 from 36,538
Change-1,762 (-5%)
Value$1.1M (-$45.9K)
Filed 2026-05-05
Sapient Capital LLC
UNCHANGED
Shares33,152 from 33,152
Change0 (0%)
Value$1.1M (-$1.7K)
Filed 2026-06-22
Paulson Wealth Management Inc.
INCREASED
Shares9,805 from 9,697
Change+108 (+1%)
Value$311.2K (+$6.1K)
Filed 2026-05-08
Lodestar Private Asset Management LLC
INCREASED
Shares9,755 from 9,682
Change+73 (+1%)
Value$309.6K (+$5.0K)
Filed 2026-04-27
Envestnet Asset Management Inc
INCREASED
Shares9,613 from 7,664
Change+1,949 (+25%)
Value$305.1K (+$63.9K)
Filed 2026-05-04
Truist Financial Corp
INCREASED
Shares8,235 from 7,664
Change+571 (+7%)
Value$261.3K (+$20.2K)
Filed 2026-04-27
Citadel Advisors LLC
DECREASED
Shares6,891 from 7,603
Change-712 (-9%)
Value$218.7K (-$20.5K)
Filed 2026-05-15
TPG Financial Advisors, LLC
NEW
Shares6,690
Change+6,690
Value$212.3K
Filed 2026-05-08
Osaic Holdings, Inc.
INCREASED
Shares1,907 from 563
Change+1,344 (+239%)
Value$60.5K (+$42.8K)
Filed 2026-05-15
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$21.1K (+$182)
Filed 2026-08-07
Lanark Financial, Inc.
UNCHANGED
Shares575 from 575
Change0 (0%)
Value$18.2K (+$157)
Filed 2026-04-14
CWM, LLC
UNCHANGED
Shares554 from 554
Change0 (0%)
Value$17.6K (+$17.6K)
Filed 2026-05-14
Morgan Stanley
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$6.7K (+$69)
Filed 2026-05-15
Aptus Capital Advisors, LLC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$4.1K (+$36)
Filed 2026-05-11
Assetmark, Inc
DECREASED
Shares11 from 12
Change-1 (-8%)
Value$349 (-$29)
Filed 2026-05-06
SageView Advisory Group, LLC
CLOSED
Shares0 from 272
Change-272 (-100%)
Value$0 (-$8.6K)
Filed 2026-08-10
Status
HighTower Advisors, LLC
DECREASED34,77636,538-1,762-5%$1.1M$1.1M-$45.9K2026-05-05
Sapient Capital LLC
UNCHANGED33,15233,15200%$1.1M$1.1M-$1.7K2026-06-22
Paulson Wealth Management Inc.
INCREASED9,8059,697+108+1%$305.1K$311.2K+$6.1K2026-05-08
Lodestar Private Asset Management LLC
INCREASED9,7559,682+73+1%$304.6K$309.6K+$5.0K2026-04-27
Envestnet Asset Management Inc
INCREASED9,6137,664+1,949+25%$241.1K$305.1K+$63.9K2026-05-04
Truist Financial Corp
INCREASED8,2357,664+571+7%$241.1K$261.3K+$20.2K2026-04-27
Citadel Advisors LLC
DECREASED6,8917,603-712-9%$239.2K$218.7K-$20.5K2026-05-15
TPG Financial Advisors, LLC
NEW6,690—+6,690——$212.3K—2026-05-08
Osaic Holdings, Inc.
INCREASED1,907563+1,344+239%$17.7K$60.5K+$42.8K2026-05-15
Pension & Wealth Management Advisors, Inc.
UNCHANGED66566500%$20.9K$21.1K+$1822026-08-07
Lanark Financial, Inc.
UNCHANGED57557500%$18.1K$18.2K+$1572026-04-14
CWM, LLC
UNCHANGED55455400%$17$17.6K+$17.6K2026-05-14
Morgan Stanley
UNCHANGED21121100%$6.6K$6.7K+$692026-05-15
Aptus Capital Advisors, LLC
UNCHANGED12912900%$4.1K$4.1K+$362026-05-11
Assetmark, Inc
DECREASED1112-1-8%$378$349-$292026-05-06
SageView Advisory Group, LLC
CLOSED0272-272-100%$8.6K$0-$8.6K2026-08-10
Showing 16 of 16 institutions