Ticker: FISR CUSIP: 78470P507 Class: SPDR SSGA FXD
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| FSA Advisors, Inc. | 15,268 | $396 |
| Worth Financial Advisory Group, LLC | 14,062 | $364 |
| FWG Investments, LLC. | 8,565 | $222 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 10,603 | $275 |
| MARIPAU WEALTH MANAGEMENT LLC | 7,953 | $206 |
| Outlook Wealth Advisors, LLC | 8,608 | $223 |
| Independent Advisor Alliance | 16,410 | $425 |
| World Investment Advisors | 15,466 | $401 |
| Kestra Advisory Services, LLC | 5,386 | $140 |
| BANK OF AMERICA CORP /DE/ | 3,329 | $86 |
| Smartleaf Asset Management LLC | 743 | $19 |
| Kingdom Financial Group LLC. | 163 | $4 |
| FLAGSHIP HARBOR ADVISORS, LLC | 170 | $4 |
| Rossby Financial, LCC | 76 | $2 |
| Motiv8 Investments LLC | 142 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| NOVUS ADVISORS, LLC | 60,523 | 97,823 | +37,300 (+61.6%) |
| Hibernia Wealth Partners, LLC | 351,293 | 725,588 | +374,295 (+106.5%) |
| LANDMARK WEALTH MANAGEMENT, INC. | 131,558 | 298,548 | +166,990 (+126.9%) |
| LOCKERMAN FINANCIAL GROUP, INC. | 46,901 | 71,646 | +24,745 (+52.8%) |
| Raleigh Capital Management Inc. | 347,307 | 443,329 | +96,022 (+27.6%) |
| Austin Private Wealth, LLC | 237,697 | 448,798 | +211,101 (+88.8%) |
| International Private Wealth Advisors LLC | 52,090 | 71,019 | +18,929 (+36.3%) |
| Valtinson Bruner Financial Planning LLC | 19,135 | 50,815 | +31,680 (+165.6%) |
| True Vision MN LLC | 26,454 | 35,606 | +9,152 (+34.6%) |
| Envestnet Portfolio Solutions, Inc. | 1,777,330 | 2,646,521 | +869,191 (+48.9%) |
| IAMS WEALTH MANAGEMENT, LLC | 29,548 | 41,207 | +11,659 (+39.5%) |
| Balboa Wealth Partners | 48,595 | 72,094 | +23,499 (+48.4%) |
| Signal Advisors Wealth, LLC | 46,198 | 94,305 | +48,107 (+104.1%) |
| Global Financial Private Client, LLC | 13,072 | 21,753 | +8,681 (+66.4%) |
| LPL Financial LLC | 1,978,470 | 3,246,421 | +1,267,951 (+64.1%) |
| CreativeOne Wealth, LLC | 41,852 | 73,272 | +31,420 (+75.1%) |
| AXXCESS WEALTH MANAGEMENT, LLC | 115,706 | 146,772 | +31,066 (+26.8%) |
| HARBOUR INVESTMENTS, INC. | 48,160 | 77,039 | +28,879 (+60.0%) |
| NewEdge Advisors, LLC | 717,085 | 793,721 | +76,636 (+10.7%) |
| PARK AVENUE SECURITIES LLC | 238,783 | 367,554 | +128,771 (+53.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Aspire Private Capital, LLC | 852,384 | 806,293 | -46,091 (-5.4%) |
| RICHARDSON FINANCIAL SERVICES INC. | 4,625 | 2,199 | -2,426 (-52.5%) |
| Empirical Asset Management, LLC | 13,125 | 10,630 | -2,495 (-19.0%) |
| Triumph Capital Management | 7,728 | 6,324 | -1,404 (-18.2%) |
| Argent Trust Co | 59,817 | 53,849 | -5,968 (-10.0%) |
| Kelly Financial Services LLC | 14,899 | 13,873 | -1,026 (-6.9%) |
| CITADEL ADVISORS LLC | 74,306 | 23,165 | -51,141 (-68.8%) |
| Quadcap Wealth Management, LLC | 21,004 | 19,921 | -1,083 (-5.2%) |
| Allworth Financial LP | 4,209 | 615 | -3,594 (-85.4%) |
| WELLS FARGO & COMPANY/MN | 3,524 | 3,101 | -423 (-12.0%) |
| Cambridge Investment Research Advisors, Inc. | 18,216 | 17,513 | -703 (-3.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Merit Financial Group, LLC | 17,785 | $463 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,206 | $318 |
| Steward Partners Investment Advisory, LLC | 5,302 | $138 |
| Aptus Capital Advisors, LLC | 1,706 | $44 |