Spdr Series

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Spdr Series

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NewIncreasedMaintainedDecreasedLiquidated
2103161
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Confluence Investment Management Llc03-31-2021Com253,081Increased84.189.9920,750,000.00128.1581.99Form 13
Carroll Financial Associates, Inc.03-31-2021Etf381Increased38000.000.0031,000.000.0081.36Form 13
Uma Financial Services, Inc.03-31-2021S&p 600 Smcp Val3,680Decreased-25.630.00306,000.00-17.7483.15Form 13
Thompson Investment Management, Inc.03-31-2021Com4,365Decreased-5.050.05358,000.0017.7682.02Form 13
Sowa Financial Group, Inc.03-31-2021S&p 600 Smcp Val0Liquidated!-100.000.000.000.000.00Form 13
Baldwin Brothers Inc/ma03-31-2021S&p 600 Smcp Val125Maintained0.000.0010,000.0025.0080.00Form 13
Larson Financial Group Llc03-31-2021S&p 600 Smcp Val102,402Decreased-0.022.316,778,000.00-0.0166.19Form 13
Old Port Advisors03-31-2021S&p 600 Smcp Val3,034Decreased-63.750.10249,000.00-54.5682.07Form 13
Acorn Financial Advisory Services Inc /adv03-31-2021S&p 600 Smcp Val23,468Maintained0.000.711,934,000.0024.2982.41Form 13
Livingston Group Asset Management Co (operating As Southport Capital Management)03-31-2021Com8,819Decreased-9.140.19723,000.0012.6281.98Form 13
Triangle Securities Wealth Management03-31-2021S&p 600 Smcp Val123,658Decreased-2.613.6710,139,000.0020.6481.99Form 13
Carlson Capital Management03-31-2021S&p 600 Smcp Val11,312Decreased-2.420.16927,000.0013.3381.95Form 13
Addison Capital Co03-31-2021Com3,109New!0.000.14255,000.000.0082.02Form 13
Valeo Financial Advisors, Llc03-31-2021Etf3,270Maintained0.000.01268,000.0024.0781.96Form 13
Clarus Wealth Advisors03-31-2021S&p 600 Smcp Val57,426Increased19.119.994,743,000.0038.6882.59Form 13
Ern Financial, Llc03-31-2021S&p 600 Smcp Val37,733Decreased-2.461.203,094,000.0020.8182.00Form 13
Atlas Brown,inc.03-31-2021Etf15,133Increased0.030.591,241,000.0023.9882.01Form 13
Intelligence Driven Advisers, Llc03-31-2021S&p 600 Smcp Val3,920Decreased-13.750.07321,000.006.6481.89Form 13
Iron Horse Wealth Management, Llc03-31-2021S&p 600 Smcp Val2,456Decreased-2.730.15201,000.0020.3681.84Form 13
Everhart Financial Group, Inc.03-31-2021S&p 600 Smcp Val6,718Increased0.040.48551,000.0023.8282.02Form 13
Advisornet Financial, Inc03-31-2021Etf676Increased15.360.0055,000.0041.0381.36Form 13
Taylor, Cottrill, Erickson & Associates, Inc.03-31-2021Common5,607Decreased-11.230.07460,000.0010.0582.04Form 13
Global Trust Asset Management, Llc03-31-2021S&p 600 Smcp Val7,520Increased65.060.34617,000.00104.3082.05Form 13
Waller Financial Planning Group, Inc03-31-2021S&p 600 Smcp Val66,000Decreased-15.161.555,411,000.005.0981.98Form 13
Global Retirement Partners, Llc03-31-2021S&p 600 Smcp Val6,626Increased927.290.06543,000.001,162.7981.95Form 13
N.e.w. Advisory Services Llc03-31-2021S&p 600 Smcp Val109,738Decreased-81.401.709,088,000.00-76.7482.82Form 13
Collective Family Office Llc03-31-2021S&p 600 Smcp Val40,305Increased0.351.613,305,000.0024.2982.00Form 13
Eclectic Associates Inc /adv03-31-2021S&p 600 Smcp Val22,845Decreased-1.131.551,873,000.0022.5081.99Form 13
Signature Estate & Investment Advisors Llc03-31-2021S&p 600 Smcp Val70,527Decreased-11.040.285,783,000.0010.19164.00Form 13
Inspirion Wealth Advisors, Llc03-31-2021S&p 600 Smcp Val16,626Decreased-1.270.361,363,000.0022.2481.98Form 13
Gps Wealth Strategies Group, Llc03-31-2021Mf Closed And Mf Open71New!0.000.005,000.000.0070.42Form 13
Next Financial Group, Inc03-31-2021S&p 600 Smcp Val6,885Increased21.430.05564,000.0050.4081.92Form 13