SPDR SER TR

Ticker: SPYD CUSIP: 78468R788 Class: PRTFLO S&P500 HI

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Meiji Yasuda Life Insurance Co10,592,146$458,110
LPL Financial LLC4,524,639$195,691
AMERIPRISE FINANCIAL INC4,309,033$186,401
VANTAGEPOINT INVESTMENT ADVISERS LLC3,403,453$147,199
BANK OF AMERICA CORP /DE/3,326,217$143,859
Auto-Owners Insurance Co2,740,000$118,848
MORGAN STANLEY1,546,240$66,875
SBI Securities Co., Ltd.1,528,759$66,119
First Command Advisory Services, Inc.900,437$38,944
WELLS FARGO & COMPANY/MN714,213$30,890
UBS Group AG712,527$30,817
RAYMOND JAMES FINANCIAL INC603,766$26,113
COMMONWEALTH EQUITY SERVICES, LLC541,401$23,416
ROYAL BANK OF CANADA528,292$22,848
Bank of New York Mellon Corp526,276$22,761
Curran Financial Partners, LLC519,643$22,475
GOLDMAN SACHS GROUP INC475,875$20,582
ALLIANCEBERNSTEIN L.P.436,632$18,884
Barry Investment Advisors, LLC379,329$16,406
Dakota Wealth Management360,566$15,594
OSAIC HOLDINGS, INC.345,649$14,951
Cetera Investment Advisers313,358$13,553
Focus Partners Wealth303,178$13,112
Financial Gravity Asset Management, Inc.298,193$12,897
Quadrature Capital Ltd286,681$12,399
Wealthfront Advisers LLC285,747$12,359
BNP PARIBAS ARBITRAGE, SA256,732$11,104
ENVESTNET ASSET MANAGEMENT INC249,380$10,786
SWS Partners246,215$10,649
JPMORGAN CHASE & CO242,675$10,496
Vestmark Advisory Solutions, Inc.236,677$10,236
Janney Montgomery Scott LLC234,708$10
Cercano Management LLC217,913$9,425
StoneX Group Inc.215,063$9,302
TRUIST FINANCIAL CORP206,622$8,936
FIRST HAWAIIAN BANK195,322$8,448
Elite Financial, Inc.193,914$8
Keystone Financial Planning, Inc.192,060$8,307
COWA, LLC189,525$8,197
Total Clarity Wealth Management, Inc.177,414$7,673
STIFEL FINANCIAL CORP175,460$7,589
CWM, LLC174,954$8
Genesee Capital Advisors, LLC166,413$7,197
Waterloo Capital, L.P.148,964$6,443
Systematic Alpha Investments, LLC147,601$6,384
U.S. Capital Wealth Advisors, LLC138,805$6,003
Crescent Grove Advisors, LLC138,334$5,983
Banque Cantonale Vaudoise136,640$5,910
Cambridge Investment Research Advisors, Inc.132,824$6
CALTON & ASSOCIATES, INC.130,939$5,663
Heartwood Wealth Advisors LLC127,853$5,530
Curi Capital, LLC124,700$5,393
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO120,268$5,202
CGN Advisors LLC116,294$5,030
AE Wealth Management LLC115,384$4,990
BIP Wealth, LLC115,175$4,981
Jefferies Financial Group Inc.115,056$4,976
NewEdge Advisors, LLC113,211$4,896
Waverly Advisors, LLC110,619$4,784
Venture Visionary Partners LLC108,534$4,694
Allworth Financial LP105,579$4,566
Creative Planning99,813$4,317
WealthPlan Investment Management, LLC96,422$4,170
Corient Private Wealth LLC95,951$4,150
Independent Wealth Network Inc.95,584$4,134
Mariner, LLC94,176$4,073
D. E. Shaw & Co., Inc.93,544$4,046
VALLEY WEALTH MANAGERS, INC.91,146$3,942
Private Advisor Group, LLC88,971$3,848
FMR LLC88,488$3,827
D.A. DAVIDSON & CO.86,638$3,747
Mesirow Financial Investment Management, Inc.85,229$3,686
MML INVESTORS SERVICES, LLC81,241$3,514
HighTower Advisors, LLC79,697$3,447
Ashton Thomas Private Wealth, LLC78,678$3,403
Geneos Wealth Management Inc.78,630$3,401
World Investment Advisors77,063$3,333
Global Strategic Investment Solutions, LLC76,385$3,304
Advisor OS, LLC74,438$3,219
WHITE PINE CAPITAL LLC73,833$3,193
Rockefeller Capital Management L.P.72,787$3,148
Gateway Wealth Partners, LLC72,488$3,135
Lido Advisors, LLC70,303$3,091
Financial Engines Advisors L.L.C.68,319$2,955
CAPTRUST FINANCIAL ADVISORS67,207$2,907
Trajan Wealth LLC64,286$2,780
Daiwa Securities Group Inc.62,306$3
Asset One Wealth Management LLC62,201$2,815
Prospera Financial Services Inc61,942$2,679
MISSION WEALTH MANAGEMENT, LP61,546$2,662
EP Wealth Advisors, LLC61,196$2,647
Phoenix Wealth Advisors61,016$2,639
GREENBERG FINANCIAL GROUP59,759$2,585
First PREMIER Bank58,961$3
Wealthspire Advisors, LLC58,443$2,528
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC55,523$2,446
GTS SECURITIES LLC54,590$2,360
Pathstone Holdings, LLC53,711$2,323
Innovative Wealth Building LLC52,134$2,255
McAdam, LLC52,080$2,252
366 other institutions4,602,043$193,357
Total (466 institutions)53,788,845$2,284,227