Spdr Series Trust

Pages

Spdr Series Trust

$MDYV

Search Table
Pages

NewIncreasedMaintainedDecreasedLiquidated
255113
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Confluence Investment Management Llc03-31-2021Com124,333Decreased-46.649.998,135,000.00-37.0965.43Form 13
Carroll Financial Associates, Inc.03-31-2021Etf1,206New!0.000.0078,000.000.0064.68Form 13
Thompson Investment Management, Inc.03-31-2021Com5,471Increased8.340.05358,000.0027.8665.44Form 13
Kmg Fiduciary Partners, Llc03-31-2021S&p 400 Mdcp Val4,958Decreased-17.670.06324,000.00-2.7065.35Form 13
John W. Brooker & Co., Cpas03-31-2021S&p 400 Mdcp Val210Maintained0.000.0114,000.0016.6766.67Form 13
Acorn Financial Advisory Services Inc /adv03-31-2021S&p 400 Mdcp Val31,991Maintained0.000.782,124,000.0019.5966.39Form 13
Livingston Group Asset Management Co (operating As Southport Capital Management)03-31-2021Com9,924Decreased-9.480.17649,000.006.7465.40Form 13
Carnegie Capital Asset Management, Llc03-31-2021S&p 400 Mdcp Val0Liquidated!-100.000.000.000.000.00Form 13
Valeo Financial Advisors, Llc03-31-2021Etf466Maintained0.000.0030,000.0015.3864.38Form 13
Clarus Wealth Advisors03-31-2021S&p 400 Mdcp Val55,503Decreased-1.519.993,711,000.0013.7666.86Form 13
Ern Financial, Llc03-31-2021S&p 400 Mdcp Val138,258Increased0.423.509,046,000.0018.3965.43Form 13
Cardan Capital Partners, Llc03-31-2021S&p 400 Mdcp Val80,252Decreased-49.020.635,251,000.00-39.9165.43Form 13
Iron Horse Wealth Management, Llc03-31-2021S&p 400 Mdcp Val3,353Decreased-4.280.16219,000.0012.8965.31Form 13
Everhart Financial Group, Inc.03-31-2021S&p 400 Mdcp Val6,285Increased0.060.36412,000.0018.3965.55Form 13
Advisornet Financial, Inc03-31-2021Etf3,259Increased11.460.02213,000.0031.4865.36Form 13
Global Trust Asset Management, Llc03-31-2021S&p 400 Mdcp Val31Maintained0.000.002,000.000.0064.52Form 13
Waller Financial Planning Group, Inc03-31-2021S&p 400 Mdcp Val85,309Decreased-12.631.605,582,000.003.0165.43Form 13
Global Retirement Partners, Llc03-31-2021S&p 400 Mdcp Val201New!0.000.0013,000.000.0064.68Form 13
Centennial Wealth Advisory Llc03-31-2021S&p 400 Mdcp Val0Liquidated!-100.000.000.000.000.00Form 13
Eclectic Associates Inc /adv03-31-2021S&p 400 Mdcp Val13,647Maintained0.000.74893,000.0017.9765.44Form 13
Signature Estate & Investment Advisors Llc03-31-2021S&p 400 Mdcp Val71,420Decreased-6.520.234,673,000.0010.21130.86Form 13
Burt Wealth Advisors03-31-2021S&p 400 Mdcp Val5,729Decreased-2.120.14375,000.0015.3865.46Form 13
Juncture Wealth Strategies, Llc03-31-2021S&p 400 Mdcp Val31,085Increased3.361.292,043,000.0022.4165.72Form 13
Crescent Capital Consulting, Llc03-31-2021Exchange Traded Fund0Liquidated!-100.000.000.000.000.00Form 13
Next Financial Group, Inc03-31-2021S&p 400 Mdcp Val107Decreased-98.400.007,000.00-98.11130.25Form 13
Provident Wealth Management, Llc03-31-2021S&p 400 Mdcp Val8Decreased-65.220.001,000.000.00125.00Form 13