News + Filings Key Docs Charts Ownership
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SPDR SERIES TRUST (XRT)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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BANK OF AMERICA CORP /DE/
| 9,541,548 | -125,059 | 1,169,602,899,000 | 0.12 | |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| 5,535,405 | -275,529 | 678,530,067,000 | 0.07 | |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 3,512,924 | -43,519 | 429,859,668,000 | 0.13 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 3,389,250 | 30,231 | 419,284,142,000 | 0.33 | |
Hist
| 03/31/2023 |
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RAYMOND JAMES & ASSOCIATES
| 2,585,383 | 32,188 | 323,458,238,000 | 0.30 | |
Hist
| 12/31/2022 |
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ROYAL BANK OF CANADA
| 2,634,058 | -65,374 | 322,881,000,000 | 0.08 | |
Hist
| 06/30/2023 |
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Joel Isaacson & Co., LLC
| 2,213,107 | 167,474 | 276,881,861,000 | 21.31 | |
Hist
| 12/31/2022 |
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WELLS FARGO & COMPANY/MN
| 2,187,913 | -161,974 | 268,194,455,000 | 0.07 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 2,076,982 | -54,944 | 254,596,454,000 | 0.09 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 1,875,667 | -135,888 | 229,919,260,000 | 0.10 | |
Hist
| 06/30/2023 |
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Richard Bernstein Advisors LLC
| 1,540,760 | 68,437 | 190,607,497,000 | 4.04 | |
Hist
| 03/31/2023 |
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Bank of New York Mellon Corp
| 1,407,997 | -27,736 | 172,592,308,000 | 0.04 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 1,285,355 | 102,017 | 160,812,091,000 | 0.32 | |
Hist
| 12/31/2022 |
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TRUIST FINANCIAL CORP
| 1,188,658 | 53,918 | 148,712,993,000 | 0.26 | |
Hist
| 12/31/2022 |
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1ST SOURCE BANK
| 903,736 | -31,844 | 110,779,959,000 | 7.15 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 876,773 | -162,446 | 107,352,625,000 | | |
Hist
| 06/30/2023 |
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Veritable, L.P.
| 780,010 | 36,496 | 95,613,579,000 | 1.48 | |
Hist
| 06/30/2023 |
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Destination Wealth Management
| 682,332 | 3,478 | 83,640,286,000 | 3.12 | |
Hist
| 06/30/2023 |
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MAI Capital Management
| 634,945 | -4,503 | 78,549,094,000 | 1.24 | |
Hist
| 03/31/2023 |
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HighTower Advisors, LLC
| 591,597 | -106,422 | 72,521,000,000 | 0.14 | |
Hist
| 06/30/2023 |
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GOLDMAN SACHS GROUP INC
| 519,188 | 67,786 | 64,228,748,000 | 0.01 | |
Hist
| 03/31/2023 |
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VANGUARD GROUP INC
| 515,035 | 515,035 | 63,132,990,000 | 0.00 | |
Hist
| 06/30/2023 |
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Legacy Financial Group LLC
| 456,578 | 62,586 | 57,122,475,000 | 17.11 | |
Hist
| 12/31/2022 |
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PNC FINANCIAL SERVICES GROUP, INC.
| 461,637 | 3,012 | 56,587,466,000 | 0.05 | |
Hist
| 06/30/2023 |
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Mariner, LLC
| 395,178 | -17,765 | 48,440,555,000 | 0.13 | |
Hist
| 06/30/2023 |
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Mizuho Bank, Ltd.
| 380,000 | 0 | 46,580,400,000 | 4.52 | |
Hist
| 06/30/2023 |
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Cetera Advisor Networks LLC
| 375,836 | 6,522 | 46,494,619,000 | 0.34 | |
Hist
| 03/31/2023 |
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Elk River Wealth Management, LLC
| 393,857 | 11,357 | 45,297,473,000 | 10.02 | |
Hist
| 09/30/2023 |
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Brinker Capital Investments, LLC
| 357,855 | -4,810 | 44,771,248,000 | 0.89 | |
Hist
| 12/31/2022 |
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Orion Portfolio Solutions, LLC
| 355,917 | 342,972 | 43,628,295,000 | | |
Hist
| 06/30/2023 |
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MONETA GROUP INVESTMENT ADVISORS LLC
| 346,578 | -1,421 | 42,483,505,000 | 0.94 | |
Hist
| 06/30/2023 |
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UNITED CAPITAL FINANCIAL ADVISERS, LLC
| 344,436 | -30,525 | 42,220,952,000 | 0.23 | |
Hist
| 06/30/2023 |
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J.Safra Asset Management Corp
| 344,213 | 5,563 | 42,193,630,000 | 5.85 | |
Hist
| 06/30/2023 |
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Linscomb & Williams, Inc.
| 338,612 | -30,499 | 38,943,741,000 | 2.28 | |
Hist
| 09/30/2023 |
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Bard Financial Services, Inc.
| 284,824 | -3,563 | 34,913,761,000 | 2.64 | |
Hist
| 06/30/2023 |
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