Ticker: XLSR CUSIP: 78470P408 Class: SPDR SSGA US SCT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| FSA Advisors, Inc. | 9,345 | $582 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 4,982 | $310 |
| Pinnacle Family Advisors, LLC | 3,801 | $237 |
| Bison Wealth, LLC | 11,549 | $669 |
| FLAGSHIP HARBOR ADVISORS, LLC | 16,418 | $1,023 |
| World Investment Advisors | 20,957 | $1,306 |
| Dakota Wealth Management | 15,367 | $957 |
| Independent Advisor Alliance | 7,442 | $464 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 4,826 | $301 |
| Sigma Planning Corp | 3,405 | $212 |
| Kingdom Financial Group LLC. | 260 | $16 |
| JANE STREET GROUP, LLC | 4,523 | $282 |
| BANK OF AMERICA CORP /DE/ | 4,377 | $273 |
| CITIGROUP INC | 1,300 | $81 |
| JPMORGAN CHASE & CO | 216 | $13 |
| Smithfield Trust Co | 167 | $0 |
| Motiv8 Investments LLC | 77 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Hibernia Wealth Partners, LLC | 219,325 | 420,972 | +201,647 (+91.9%) |
| Mosley Wealth Management | 182,674 | 199,220 | +16,546 (+9.1%) |
| LOCKERMAN FINANCIAL GROUP, INC. | 36,957 | 37,878 | +921 (+2.5%) |
| Raleigh Capital Management Inc. | 127,532 | 129,883 | +2,351 (+1.8%) |
| International Private Wealth Advisors LLC | 61,227 | 63,061 | +1,834 (+3.0%) |
| October Effect Ltd | 17,667 | 19,954 | +2,287 (+12.9%) |
| EVOLUTION WEALTH MANAGEMENT INC. | 3,872 | 10,111 | +6,239 (+161.1%) |
| Capital CS Group, LLC | 10,531 | 11,919 | +1,388 (+13.2%) |
| Austin Private Wealth, LLC | 332,642 | 342,395 | +9,753 (+2.9%) |
| Global Financial Private Client, LLC | 62,051 | 64,077 | +2,026 (+3.3%) |
| Envestnet Portfolio Solutions, Inc. | 1,969,985 | 2,038,665 | +68,680 (+3.5%) |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 15,560 | 16,846 | +1,286 (+8.3%) |
| PRINCIPAL SECURITIES, INC. | 13,504 | 36,876 | +23,372 (+173.1%) |
| Kestra Advisory Services, LLC | 28,538 | 85,179 | +56,641 (+198.5%) |
| Quest 10 Wealth Builders, Inc. | 481 | 950 | +469 (+97.5%) |
| Spinnaker Investment Group, LLC | 12,150 | 13,373 | +1,223 (+10.1%) |
| Gladstone Institutional Advisory LLC | 14,939 | 19,544 | +4,605 (+30.8%) |
| CreativeOne Wealth, LLC | 108,538 | 112,986 | +4,448 (+4.1%) |
| MML INVESTORS SERVICES, LLC | 50,378 | 79,052 | +28,674 (+56.9%) |
| True Vision MN LLC | 7,483 | 7,757 | +274 (+3.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Aspire Private Capital, LLC | 223,750 | 205,449 | -18,301 (-8.2%) |
| Sharkey, Howes & Javer | 134,452 | 97,171 | -37,281 (-27.7%) |
| Virtue Capital Management, LLC | 30,030 | 3,488 | -26,542 (-88.4%) |
| IAMS WEALTH MANAGEMENT, LLC | 28,730 | 25,108 | -3,622 (-12.6%) |
| Worth Financial Advisory Group, LLC | 35,673 | 35,303 | -370 (-1.0%) |
| HARBOUR INVESTMENTS, INC. | 184,030 | 159,209 | -24,821 (-13.5%) |
| CROBAN | 4,991 | 3,670 | -1,321 (-26.5%) |
| Richard W. Paul & Associates, LLC | 11,797 | 10,057 | -1,740 (-14.7%) |
| Outlook Wealth Advisors, LLC | 37,114 | 35,949 | -1,165 (-3.1%) |
| AXXCESS WEALTH MANAGEMENT, LLC | 85,668 | 74,372 | -11,296 (-13.2%) |
| Merit Financial Group, LLC | 27,026 | 3,431 | -23,595 (-87.3%) |
| Kelly Financial Services LLC | 10,605 | 9,720 | -885 (-8.3%) |
| Castleview Partners, LLC | 5,891 | 5,433 | -458 (-7.8%) |
| Spectrum Planning & Advisory Services Inc. | 15,821 | 15,620 | -201 (-1.3%) |
| FWG Investments, LLC. | 9,709 | 9,469 | -240 (-2.5%) |
| VestGen Advisors, LLC | 15,988 | 10,699 | -5,289 (-33.1%) |
| Balboa Wealth Partners | 28,606 | 27,798 | -808 (-2.8%) |
| NewEdge Advisors, LLC | 288,593 | 265,772 | -22,821 (-7.9%) |
| J2 Capital Management Inc | 6,580 | 6,345 | -235 (-3.6%) |
| Sanctuary Advisors, LLC | 112,412 | 99,791 | -12,621 (-11.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Future Financial Wealth Managment LLC | 181 | $11 |
| Aptus Capital Advisors, LLC | 1,150 | $69 |
| Steward Partners Investment Advisory, LLC | 1,082 | $64 |
| Ronald Blue Trust, Inc. | 20 | $1 |
| FMR LLC | 1 | $0 |