Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF include Tenret Co LLC, Seeds Investor Llc, Foronjy Financial Llc, Sax Wealth Advisors, Llc, Simplicity Wealth,LLC, StoneX Group Inc., Aprio Wealth Management, LLC, Strathmore Capital Advisors, Inc., Aqr Capital Management Llc, Dopkins Wealth Management, Llc, Total Clarity Wealth Management, Inc., Fairscale Capital, LLC, Twin Peaks Wealth Advisors, LLC, North Ridge Wealth Advisors, Inc., Iron Horse Wealth Management, LLC, Compass Financial Services Inc, and Smartleaf Asset Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 95,568 | 0.54 | 4,269 | -0.35 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 15 | 1 | ||||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 71,045 | 0.95 | 3,174 | 0.06 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 784 | 0.77 | 35 | 0.00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 9,146 | 409 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 50 | 2 | ||||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 4,500 | 201 | ||||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 77,144 | 12.61 | 3,446 | 11.63 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 652,787 | 80.67 | 29,160 | 79.07 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5,048 | 226 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 59,323 | 146.24 | 2,650 | 144.15 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 41,183 | 104.12 | 1,840 | 99.89 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 352,771 | 2.79 | 15,758 | 1.88 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 14,465 | 20.97 | 646 | 20.07 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 41,647 | 130.62 | 2 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 13,501 | 6.41 | 603 | 5.60 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 548,389 | 19.85 | 24,497 | 18.79 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 55 | 2 | ||||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 36,409 | 4.00 | 1,626 | 3.11 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 101,347 | 10.70 | 4,527 | 9.72 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 136,476 | 15.97 | 6 | 20.00 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 18,217 | 21.08 | 831 | 22.57 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 166,670 | 3.42 | 7 | 0.00 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 6,703 | 299 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 13,055 | 583 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5,101,819 | 3.30 | 227,898 | 2.39 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 175,675 | 0.96 | 7,847 | 0.06 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 244 | 11 | ||||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 153,835 | 9.96 | 6,872 | 8.98 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 10,686 | 15.74 | 477 | 14.66 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 6,704 | 299 | ||||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 9,076 | 1.86 | 405 | 0.75 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 5,401 | 241 | ||||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 11 | 0 | ||||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 5,399 | 241 | ||||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | -2,731 | -44.03 | -122 | -44.75 | |||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 267 | 12 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 12,708 | 568 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 809 | 36 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,672,375 | 13.93 | 74,705 | 12.92 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,497 | 67 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 8,692 | 4.41 | 388 | 3.47 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 2,306 | 0.04 | 103 | -0.97 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 24,179 | 18.28 | 1,080 | 17.26 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 6,763 | 0 | ||||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 3,098 | 138 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 9,584 | 9.26 | 428 | 8.35 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4,832 | 216 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 54,396 | 31.04 | 2,430 | 29.89 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7,036 | 147.57 | 314 | 145.31 | ||||
| 2025-08-04 | 13F | Balentine LLC | 100,918 | 3,573.75 | 4,508 | 3,565.04 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 20,583 | 1.14 | 919 | 0.22 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 6,327 | 282 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 197,508 | 25.26 | 8,823 | 24.15 | ||||
| 2025-07-16 | 13F | Tenret Co LLC | 140,767 | 6,288 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 26,471 | 7.68 | 1,193 | 6.42 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 8,812 | 394 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 60,719 | 17.27 | 2,712 | 16.25 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 | 100.00 | 0 | |||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 13,893 | 621 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 13,536 | 0.05 | 605 | -0.82 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 87,759 | 12.54 | 3,920 | 11.55 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 10 | 0 | ||||||
| 2025-08-05 | 13F | Towercrest Capital Management | 76,157 | 0.79 | 3,402 | -0.12 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 74 | 7,300.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 31,771 | 1,419 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 13,570,885 | 2.94 | 606,211 | 2.03 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 146,768 | 15.87 | 6,556 | 15.20 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 21,063 | 2.61 | 941 | 1.62 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 303,170 | 134.05 | 13,543 | 131.96 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 11,754 | 26.28 | 525 | 25.30 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6,859 | 0.47 | 306 | -0.33 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 70 | 3 | ||||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 20,146 | 11.87 | 1 | |||||
| 2025-07-08 | 13F | Gradient Investments LLC | 22,120 | 10.15 | 988 | 9.17 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 24,203 | 4.00 | 1,081 | 3.15 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 14,390 | 643 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 327,009 | 61.06 | 14,650 | 60.09 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,319,151 | 6.00 | 58,926 | 5.06 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 5,214 | 233 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 4,632 | 207 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4,240 | 67.46 | 189 | 66.37 | ||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 10,162 | 22.98 | 454 | 22.76 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 15,123 | 16.97 | 676 | 15.98 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5,574 | 249 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 13,530 | 604 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6,321 | 282 | ||||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 16,228 | 204.69 | 725 | 201.67 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 223,413 | 60.85 | 9,966 | 59.47 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 27,419 | 3.58 | 1,225 | 2.60 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 7,151 | 315 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5,657 | 17.17 | 253 | 16.13 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 17,020 | 6.38 | 760 | 5.41 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 458 | 344.66 | 20 | 400.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 376 | 17 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 5,327 | 238 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 13,599 | 83.94 | 607 | 82.28 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 17,299 | 95.27 | 773 | 93.48 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 32,662 | 12.57 | 1,459 | 10.28 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 9,211 | 18.07 | 411 | 17.09 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 141,200 | 162.06 | 6,307 | 159.76 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 75 | -1.32 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,495 | 3.99 | 245 | 2.94 | ||||
| 2025-08-14 | 13F | Betterment LLC | 13,127,515 | 42.97 | 586 | 41.89 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 23,627 | 74.46 | 1,055 | 72.95 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 60,732 | 2.92 | 2,713 | 1.99 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 44,291 | 0.23 | 1,978 | -0.65 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2,600 | 116 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 884,984 | 72.26 | 39,532 | 70.74 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 631,414 | 51.66 | 28,205 | 50.31 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,964 | 6.05 | 88 | 4.82 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4,706 | 0.38 | 210 | -0.47 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1,545 | 4,581.82 | 69 | 6,800.00 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 69,092 | 9.49 | 3,086 | 8.51 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 235,140 | 129.03 | 10,504 | 127.02 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 36,440 | 2.82 | 1,628 | 1.88 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 14,190 | 88.67 | 634 | 87.28 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 423,757 | 570.68 | 18,929 | 564.88 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | -4,519 | -28.79 | -202 | -29.72 | |||
| 2025-08-14 | 13F | Stifel Financial Corp | 336,967 | 2.05 | 15,052 | 1.15 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 5,883 | 263 | ||||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 207 | -0.96 | ||||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 23,436 | 393.29 | 1,047 | 388.79 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 86,551 | 42.61 | 3,866 | 41.35 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 17,163 | 24.78 | 767 | 23.75 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 13,126 | 6.15 | 586 | 5.21 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8,268 | 369 | ||||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 55,415 | 96.24 | 2,475 | 94.58 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 44,670 | 4,367.00 | 1 | -97.78 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 5,275 | 5.75 | 236 | 4.91 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 24,002 | 83.97 | 1,072 | 82.31 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 73,670 | 3,291 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 32,543 | 109.33 | 1,454 | 107.57 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 115,945 | 5,179 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 92,998 | 1.47 | 4,154 | 0.58 |
