Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in SPDR Series Trust - SPDR Russell 1000 Yield Focus ETF include Bank of New York Mellon Corp, Assetmark, Inc, and Fourth Dimension Wealth, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 16,111 | 5.91 | 1,744 | 5.00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 10,493 | 17.08 | 1,136 | 16.16 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 36,674 | 2.73 | 3,971 | 1.82 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,788 | 12.06 | 302 | 11.07 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 188,405 | 8.79 | 20,398 | 7.83 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 2,772 | 5.48 | 306 | 13.75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 16,994 | 1.55 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9,502 | 28.60 | 1,024 | 28.04 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10,813 | 25.62 | 1 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 65,856 | 3.55 | 7 | 16.67 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2,728 | 34.65 | 295 | 33.48 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 218 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 57,776 | 14.57 | 6,255 | 13.56 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 36,904 | 5.35 | 3,995 | 4.42 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 413 | 11.02 | 45 | 10.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10,680 | 7.37 | 1,156 | 6.84 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1,207 | 1.60 | 131 | 0.78 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 82 | 9 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 3,549 | 3.11 | 384 | 2.13 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 2,188 | 0.32 | 237 | -0.84 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 2,717 | 12.09 | 294 | 11.36 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,270,103 | 8.92 | 137,039 | 7.54 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2,659 | 7.09 | 0 | |||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 57,730 | 0.61 | 6,382 | 1.82 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 2,204 | 11.76 | 239 | 10.70 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2,903 | 314 | ||||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 37,319 | 3.69 | 4,040 | 2.77 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 3,002 | 21.15 | 325 | 20.37 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 3,413 | 2.93 | 370 | 1.93 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 11,058 | 2.45 | 1,197 | 1.53 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 2,001 | 217 | ||||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 37,594 | 2.34 | 4,070 | -1.48 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 2,535 | 12.72 | 274 | 11.84 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 24,132 | 7.35 | 2,613 | 6.40 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2,424 | 7.21 | 262 | 6.50 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 4,260 | 68.51 | 0 | |||||
| 2025-07-29 | 13F | Creekside Partners | 5,661 | 0.86 | 613 | -0.16 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,652 | 5.66 | 287 | 4.74 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 31,959 | 17.43 | 3,460 | 16.42 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 17,877 | 1,935 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 2,765 | 1.02 | 299 | 0.34 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 53,032 | 4.48 | 5,742 | 3.55 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,312 | 4.21 | 142 | 2.90 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 46 | 5 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13,318 | 1,442 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 17,144 | 0.85 | 1,856 | 0.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,351 | 16,787.50 | 146 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 615,970 | 1.20 | 66,689 | 0.30 | ||||
| 2025-08-14 | 13F | Fmr Llc | 233 | 72.59 | 25 | 78.57 |
