Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF include Prism Advisors, Inc., Titleist Asset Management, Llc, Net Worth Advisory Group, Resonant Capital Advisors, LLC, Able Wealth Management LLC, Redwood Investment Management, Llc, Gibbs Wealth Management, Lowe Brockenbrough & Co Inc, Choate Investment Advisors, FFOX - FundX Future Fund Opportunities ETF, Frazier Financial Advisors, LLC, Exchange Traded Concepts, Llc, Highline Wealth Partners Llc, First Community Trust Na, and Annis Gardner Whiting Capital Advisors, LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 690 | 7.14 | 55 | 10.20 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,911 | 13.48 | 152 | 17.05 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 92,410 | 4.18 | 7,340 | 7.40 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6,227 | 75.90 | 495 | 82.29 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1,523 | 0.33 | 121 | 3.45 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 20,624 | 22.47 | 1,638 | 26.29 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 958 | 76 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 2,294 | 0.48 | 182 | 4.00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 2,973 | 236 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 13 | 1 | ||||||
| 2025-08-14 | 13F | Avant Capital LLC | 4,526 | 0.38 | 359 | 3.46 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 478 | 0.42 | 38 | 5.56 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 989 | 488.69 | 79 | 550.00 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 2,546 | 202 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 32 | 3 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 77 | 6 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 569,021 | 1.97 | 45,197 | 5.12 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,538 | 5.76 | 360 | 4.96 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 327 | 0.31 | 26 | 4.00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3,561 | 33.62 | 283 | 37.56 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 45,874 | 3.43 | 3,644 | 6.61 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 6,779 | 0.46 | 1 | |||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 24,928 | 4.36 | 1,921 | 0.26 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 14,092 | 1.76 | 1,119 | 4.97 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 18,490 | 1.25 | 1,469 | 4.34 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 5,117 | 23.42 | 406 | 27.27 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 57,343 | 4,555 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 714,877 | 26.16 | 56,783 | 30.05 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 265 | 21 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 472,930 | 14.75 | 37,565 | 18.29 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 723 | 13.86 | 57 | 18.75 | ||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | 46,193 | 152.97 | 3,669 | 160.95 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 45,366 | 43.13 | 3,603 | 47.54 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 308,171 | 26.37 | 24,478 | 30.27 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 5,409 | 38.30 | 430 | 42.52 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 154 | 102.63 | 0 | |||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 102,071 | 6.85 | 8,107 | 10.15 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 193 | 0.52 | 15 | 7.14 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 7,459 | 592 | ||||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 29,109 | 153.72 | 2,312 | 161.83 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 5,402 | 429 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 50,495 | 0.14 | 4,011 | 3.22 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 271,959 | 12.30 | 21,602 | 15.77 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 358,986 | 1.64 | 28,514 | 4.78 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 4,856 | 1.97 | 386 | 5.19 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 153,866 | 7.97 | 12 | 20.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 159 | 2.60 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 3,981 | 0.89 | 316 | 3.95 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 6,519 | 0.03 | 518 | 2.99 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 48,575 | 3.36 | 4,027 | 14.47 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 62,535 | 18.86 | 4,967 | 22.55 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 323,016 | 11.16 | 25,657 | 14.59 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 82,905 | 2.26 | 6,585 | 5.43 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 17,080 | 25.89 | 1,357 | 29.76 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 86,554 | 6,875 | ||||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 15,746 | 12.65 | 1,251 | 16.06 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 99,136 | 2.14 | 7,874 | 5.30 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 104,770 | 19.05 | 8,322 | 22.73 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7,651 | 34.58 | 608 | 38.58 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 11,882 | 235.18 | 944 | 245.42 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 89,687 | 31.45 | 7,124 | 35.52 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 5,935 | 6.11 | 471 | 9.53 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 11,927 | 1.50 | 947 | 4.64 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 10,308 | 0.29 | 819 | 3.41 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 4,647 | 0.43 | 369 | 3.65 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 3,090 | 245 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 140,800 | 32.62 | 11,186 | 37.29 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 588,546 | 5.80 | 46,748 | 9.07 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,687 | 62.06 | 134 | 69.62 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 57 | 5 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 627 | 0.48 | 50 | 2.08 | ||||
| 2025-08-08 | 13F | Creative Planning | 19,093 | 1.62 | 1,517 | 4.77 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,722 | 1.00 | 216 | 4.35 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 275 | 0.36 | 0 | |||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 4,357 | 0 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 10,797 | 0.04 | 858 | 3.13 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 33,813 | 5.89 | 2,686 | 9.15 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 33,117 | 43.28 | 2,633 | 55.10 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 372,304 | 7.56 | 29,572 | 10.88 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 26 | 4.00 | 2 | 100.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3,412 | 271 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 358,855 | 5.24 | 28,504 | 8.49 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5,176 | 38.40 | 411 | 42.71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 104,869 | 21.65 | 8,308 | 25.07 | ||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 10,721 | 0.73 | 826 | -7.19 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 49,457 | 131.89 | 4 | 200.00 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 278,533 | 1.17 | 22,124 | 4.29 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 126,115 | 0.22 | 10,017 | 3.31 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 396 | 36.08 | 31 | 40.91 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 17,623 | 26.65 | 1,400 | 30.50 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 7,802 | 1.93 | 620 | 5.09 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 3,250 | 20.10 | 258 | 24.04 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 2,755 | 0.51 | 219 | 3.32 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 5,658 | 1.80 | 449 | 5.65 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 8,580 | 3.54 | 682 | 6.74 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 5,132 | 0.55 | 408 | 3.56 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 43,449 | 20.37 | 3,451 | 24.09 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 25,487 | 3.78 | 2,024 | 6.98 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 311 | 125.36 | 25 | 140.00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 5,611 | 4.33 | 446 | 7.49 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 5,800 | 20.96 | 461 | 24.66 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 22,208 | 42.02 | 1,764 | 46.51 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 10,275 | 6.79 | 817 | |||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 18,861 | 1,558 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,020 | 19.72 | 81 | 24.62 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 217 | 0.46 | 17 | 6.25 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 975 | 0.52 | 77 | 4.05 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 28,240 | 0.90 | 2,298 | 11.23 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 10,364 | 23.91 | 823 | 27.80 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 41,129 | 7.13 | 3,267 | 10.41 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 2,081 | 0.14 | 165 | 3.13 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 6,800 | 3.50 | 557 | 10.08 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 11,150 | 2.78 | 886 | 5.99 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 9,082 | 154.90 | 721 | 163.14 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 83,064 | 43.96 | 6,598 | 48.41 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 152 | 0.66 | 12 | 9.09 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 | 0 | ||||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 31,088 | 4.65 | 2,469 | 7.91 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3,174 | 5.98 | 252 | 9.57 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 123,000 | 7.56 | 9,756 | 10.67 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 19,994 | 3.29 | 1,588 | 6.51 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 8,031 | 4.57 | 638 | 7.78 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 26,091 | 38.35 | 2 | 100.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 282,007 | 5.32 | 22,400 | 8.57 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 59,131 | 4.06 | 4,697 | 7.26 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 23,785 | 21.42 | 2 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB | 310,588 | 11.73 | 24,670 | 15.18 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 5,230 | 0.40 | 415 | 3.49 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 800 | 64 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 2,669 | 212 | ||||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 7,073 | 562 | ||||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 7,883 | 5.94 | 626 | 9.25 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1,106 | 88 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 842,491 | 25.99 | 66,919 | 29.88 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 35 | 3 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2,679 | 376.69 | 213 | 393.02 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 84,799 | 19.12 | 6,736 | 22.81 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 4,433 | 9.21 | 352 | 12.82 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 17,870 | 11.92 | 1,464 | 18.64 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 196,259 | 3.78 | 15,589 | 6.99 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 118 | 9 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 3,467 | 276 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,369,003 | 3.07 | 108,740 | 6.25 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 61 | 177.27 | 5 | 300.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 152,886 | 86.70 | 12 | 100.00 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 6,670 | 15.12 | 530 | 18.61 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 152,171 | 7.50 | 12,212 | 11.97 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 12,873 | 0.26 | 1,023 | 3.34 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 9,580 | 12.63 | 761 | 16.03 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 41 | 3 | ||||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 3,102 | 1.21 | 246 | 4.24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 737,563 | 1.80 | 58,585 | 4.95 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 141 | 11 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 9,173 | 10.25 | 729 | 13.57 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 4,677 | 60.61 | 371 | 65.63 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 41,449 | 0.98 | 3,292 | 4.11 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 9,100 | 38.40 | 723 | 42.69 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 2,887 | 0.52 | 229 | 3.62 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,372 | 268 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 12,264 | 0.43 | 974 | 3.62 |
