Spdr Series Trust

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Spdr Series Trust

$SPYV

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NewIncreasedMaintainedDecreasedLiquidated
91810171
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Confluence Investment Management Llc03-31-2021Com595,380Decreased-17.869.9922,565,000.00-9.4837.90Form 13
Thompson Investment Management, Inc.03-31-2021Com6,587New!0.000.04250,000.000.0037.95Form 13
Bremer Bank National Association03-31-2021Prtflo S&p500 Vl8,873Maintained0.000.08337,000.0010.4976.52Form 13
Larson Financial Group Llc03-31-2021Prtflo S&p500 Vl352,863Maintained0.004.1312,135,000.000.0034.39Form 13
Courier Capital Llc03-31-2021Prtflo S&p500 Vl122,232Increased7.470.474,633,000.0018.4637.90Form 13
Livingston Group Asset Management Co (operating As Southport Capital Management)03-31-2021Com196,266Increased12.021.957,438,000.0023.4537.90Form 13
Carnegie Capital Asset Management, Llc03-31-2021Prtflo S&p500 Vl8,889Maintained0.000.01337,000.0010.1337.91Form 13
E&g Advisors, Lp03-31-2021Prtflo S&p500 Vl35,817Decreased-0.030.401,357,000.0010.1537.89Form 13
Valeo Financial Advisors, Llc03-31-2021Etf538Decreased-61.180.0020,000.00-58.3337.17Form 13
Clarus Wealth Advisors03-31-2021Prtflo S&p500 Vl94,315New!0.009.993,642,000.000.0038.62Form 13
Trh Financial, Llc03-31-2021Prtflo S&p500 Vl58,008Decreased-4.921.122,198,000.004.7737.89Form 13
Ern Financial, Llc03-31-2021Prtflo S&p500 Vl257,881Decreased-2.763.789,774,000.007.1637.90Form 13
Huntington National Bank03-31-2021Exchange Traded1,318Maintained0.000.0050,000.0011.1137.94Form 13
Freestate Advisors Llc03-31-2021Spdr S&p 500 Value Etf Trust414,577New!0.009.9915,712,000.000.0037.90Form 13
Money Design Co.,ltd.03-31-2021Etf625,461Decreased-13.122.7623,705,000.00-3.4937.90Form 13
Iron Horse Wealth Management, Llc03-31-2021Prtflo S&p500 Vl28,565Increased2.660.811,083,000.0013.1737.91Form 13
Hartford Financial Management Inc.03-31-2021Prtflo S&p500 Vl789New!0.000.0130,000.000.0038.02Form 13
Advisornet Financial, Inc03-31-2021Etf33,428Increased2.520.091,267,000.0013.0237.90Form 13
Dfpg Investments, Llc03-31-2021Prtflo S&p500 Vl0Liquidated!-100.000.000.000.000.00Form 13
Shilanski & Associates, Inc.03-31-2021Prtflo S&p500 Vl101,199Increased3.832.053,835,000.0014.4137.90Form 13
Sound Income Strategies, Llc03-31-2021Prtflo S&p500 Vl1,046Increased19.410.0139,658,000.00132,093.3337,913.96Form 13
Waller Financial Planning Group, Inc03-31-2021Prtflo S&p500 Vl178,277Decreased-5.421.946,757,000.004.2337.90Form 13
Global Retirement Partners, Llc03-31-2021Prtflo S&p500 Vl31,294Decreased-17.500.141,186,000.00-9.1237.90Form 13
Tsfg, Llc03-31-2021Mf Closed And Mf Open2,107New!0.000.0480,000.000.0037.97Form 13
N.e.w. Advisory Services Llc03-31-2021Prtflo S&p500 Vl1,124,822Increased10.888.0442,915,000.0022.9438.15Form 13
Centennial Wealth Advisory Llc03-31-2021Prtflo S&p500 Vl81,789Increased35.862.053,100,000.0049.7637.90Form 13
Eclectic Associates Inc /adv03-31-2021Prtflo S&p500 Vl43,424Decreased-4.821.361,646,000.004.9137.91Form 13
Optimum Investment Advisors03-31-2021Prtflo S&p500 Vl12,500Maintained0.000.14474,000.0010.2337.92Form 13
Mcdonald Partners Llc03-31-2021Prtflo S&p500 Vl14,678Decreased-0.450.11556,000.009.6637.88Form 13
Juncture Wealth Strategies, Llc03-31-2021Prtflo S&p500 Vl257,829Decreased-20.956.189,821,000.00-12.4538.09Form 13
Inspirion Wealth Advisors, Llc03-31-2021Prtflo S&p500 Vl810,935Decreased-1.928.1530,734,000.008.0937.90Form 13
Cx Institutional03-31-2021Etp171,995Decreased-39.390.586,519,000.00-33.2037.90Form 13
Detalus Advisors, Llc03-31-2021Etf16,250Decreased-6.900.36616,000.002.6737.91Form 13
Atticus Wealth Management, Llc03-31-2021Prtflo S&p500 Vl408Maintained0.000.0115,000.007.1436.76Form 13
Wolff Wiese Magana Llc03-31-2021Prtflo S&p500 Vl93New!0.000.004,000.000.0043.01Form 13
City Holding Co03-31-2021Mutual Funds-equities705Maintained0.000.0127,000.0012.5038.30Form 13
Gill Capital Partners, Llc03-31-2021Etf5,622New!0.000.11213,000.000.0037.89Form 13
Adirondack Trust Co03-31-2021Financials510Maintained0.000.0119,000.0011.7637.25Form 13
Trust Co Of Vermont03-31-2021Com60New!0.000.002,000.000.0033.33Form 13
Motco03-31-2021Com774Maintained0.000.0029,000.007.4137.47Form 13
Wallington Asset Management, Llc03-31-2021Etf7,950Maintained0.000.05301,000.000.0037.86Form 13
Accredited Investors Inc.03-31-2021Prtflo S&p500 Vl1,708,517Increased5.638.6764,753,000.0016.4137.90Form 13
Next Financial Group, Inc03-31-2021Prtflo S&p500 Vl8,295Increased790.980.03314,000.00881.2575.60Form 13
Tpg Financial Advisors, Llc03-31-2021Prtflo S&p500 Vl272,907Decreased-5.456.1310,343,000.004.1937.90Form 13
Valtinson Bruner Financial Planning Llc03-31-2021Prtflo S&p500 Vl5,780New!0.000.13225,000.000.0038.93Form 13
Choice Wealth Advisors, Llc03-31-2021Prtflo S&p500 Vl634,656Increased5.019.9924,053,000.0015.7337.90Form 13
Wambolt & Associates, Llc03-31-2021Prtflo S&p500 Vl10,144Increased1.900.20387,000.0013.1638.15Form 13
Lantz Financial Llc03-31-2021Prtflo S&p500 Vl66,414Increased2.741.432,517,000.0013.2337.90Form 13
Creative Financial Designs Inc /adv03-31-2021Etf5,255Decreased-4.000.04199,000.0020.6137.87Form 13
Pacific Financial Group Inc03-31-2021Prtflo S&p500 Vl199,438Increased61.656.107,559,000.0078.1537.90Form 13
Facet Wealth, Inc.03-31-2021Prtflo S&p500 Vl11,536Increased23.780.08437,000.0036.1437.88Form 13
Personal Wealth Partners03-31-2021Prtflo S&p500 Vl303,867Increased35.505.2011,517,000.0049.3437.90Form 13
Great Valley Advisor Group, Inc.03-31-2021Prtflo S&p500 Vl75,964Decreased-10.970.282,879,000.00-1.8737.90Form 13
Financial Planning & Information Services, Inc.03-31-2021Prtflo S&p500 Vl169,629Increased2.011.976,429,000.0012.4137.90Form 13
Garrett Investment Advisors Llc03-31-2021Prtflo S&p500 Vl88,576Increased2.841.213,357,000.0013.3437.90Form 13