Vault-13

SPDR SER TR CNRG

S&P KENSHO CLEAN · ETP · CUSIP 78468R655

86 institutional holders
754,586754.6k shares reported held*
$64.1mreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $84.94.

Holders, Q3 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 121,197121.2k $10.3m $10.3m 0.01% —
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 99,85099.8k $8.5m $8.5m 0.00% —
3 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 52,14352.1k $4.4m $4.4m 0.01% —
4 Stonehearth Capital Management, LLC 2.65% of their portfolio DANVERS, MA 50,87650.9k $4.3m $4.3m 2.65% —
5 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 40,13540.1k $3.4m $3.4m 0.00% —
6 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 35,51435.5k $3.0m $3.0m 0.01% —
7 Exchange Capital Management, Inc. 0.53% of their portfolio Ann Arbor, MI 27,03927.0k $2.3m $2.3m 0.53% —
8 CreativeOne Wealth, LLC 0.11% of their portfolio OVERLAND PARK, KS 21,11021.1k $1.8m $1.8m 0.11% —
9 Eagle Strategies LLC 0.81% of their portfolio NEW YORK, NY 18,23118.2k $1.5m $1.5m 0.81% —
10 Capital Analysts, LLC 0.10% of their portfolio FORT WASHINGTON, PA 16,44916.4k $1.4m $1.4m 0.10% —
11 Seven Springs Wealth Group, LLC 0.72% of their portfolio BRENTWOOD, TN 15,64915.6k $1.3m $1.3m 0.72% —
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 15,31915.3k $1.3m $1.3m 0.00% —
13 Mariner, LLC 0.00% of their portfolio Overland Park, KS 13,43013.4k $1.1m $1.1m 0.00% —
14 Stonebridge Financial Planning Group, LLC 0.75% of their portfolio ORLANDO, FL 12,58712.6k $1.1m $1.1m 0.75% —
15 WealthCare Investment Partners, LLC 0.82% of their portfolio PORTSMOUTH, RI 11,66911.7k $991.0k $991.0k 0.82% —
16 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 9,7999.8k $833.0k $833.0k 0.00% —
17 Concord Wealth Partners 0.26% of their portfolio ABINGDON, VA 9,5189.5k $809.0k $809.0k 0.26% —
18 Bulltick Wealth Management, LLC 0.21% of their portfolio Miami, FL 8,4068.4k $714.2k $714.2k 0.21% —
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 8,0738.1k $686.0k $686.0k 0.00% —
20 Fort Point Capital Partners LLC 0.13% of their portfolio San Francisco, CA 8,0128.0k $681.0k $681.0k 0.13% —
21 Archford Capital Strategies, LLC 0.16% of their portfolio SWANSEA, IL 7,4337.4k $632.0k $632.0k 0.16% —
22 Mascoma Wealth Management LLC 0.21% of their portfolio HANOVER, NH 7,3037.3k $620.0k $620.0k 0.21% —
23 U.S. Capital Wealth Advisors, LLC 0.03% of their portfolio AUSTIN, TX 6,7516.8k $574.0k $574.0k 0.03% —
24 Concord Asset Management, LLC/VA 0.44% of their portfolio ABINGDON, VA 6,7436.7k $572.9k $572.9k 0.44% —
25 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 6,4656.5k $549.0k $549.0k 0.00% —
26 Founders Capital Management 0.43% of their portfolio HOUSTON, TX 6,2276.2k $529.0k $529.0k 0.43% —
27 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 6,2106.2k $528.0k $528.0k 0.00% —
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 5,9936.0k $509.0k $509.0k 0.00% —
29 USAdvisors Wealth Management, LLC 0.24% of their portfolio EDEN PRAIRIE, MN 5,5575.6k $472.0k $472.0k 0.24% —
30 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 5,4945.5k $467.0k $467.0k 0.01% —
31 Banco Santander, S.A. 0.01% of their portfolio Madrid, U3 5,4505.5k $463.0k $463.0k 0.01% —
32 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 5,3235.3k $452.0k $452.0k 0.00% —
33 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 5,2315.2k $445.0k $445.0k 0.00% —
34 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 5,0375.0k $428.0k $428.0k 0.00% —
35 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,7914.8k $407.0k $407.0k 0.00% —
36 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 4,6024.6k $391.0k $391.0k 0.00% —
37 Good Life Advisors, LLC 0.06% of their portfolio READING, PA 4,4594.5k $379.0k $379.0k 0.06% —
38 Wilmington Savings Fund Society, FSB 0.02% of their portfolio WILMINGTON, DE 4,2574.3k $362.0k $362.0k 0.02% —
39 Better Money Decisions, LLC 0.35% of their portfolio Santa Fe, NM 4,2254.2k $359.0k $359.0k 0.35% —
40 Bluespring Wealth Management, LLC 0.05% of their portfolio AUSTIN, TX 4,1314.1k $351.0k $351.0k 0.05% —
41 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 3,7703.8k $320.0k $320.0k 0.00% —
42 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 3,6793.7k $313.0k $313.0k 0.00% —
43 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 3,6713.7k $312.0k $312.0k 0.00% —
44 YHB Investment Advisors, Inc. 0.03% of their portfolio West Hartford, CT 3,5903.6k $305.0k $305.0k 0.03% —
45 Independent Wealth Network Inc. 0.24% of their portfolio URBANDALE, IA 3,5723.6k $303.0k $303.0k 0.24% —
46 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 3,3883.4k $288.0k $288.0k 0.00% —
47 OPTIMUM INVESTMENT ADVISORS 0.14% of their portfolio Chicago, IL 3,1293.1k $266.0k $266.0k 0.14% —
48 American Portfolios Advisors 0.01% of their portfolio HOLBROOK, NY 2,6282.6k $223.3k $223.3k 0.01% —
49 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,5982.6k $221.0k $221.0k 0.00% —
50 GeoWealth Management, LLC 0.02% of their portfolio CHICAGO, IL 2,4542.5k $208.0k $208.0k 0.02% —
51 CREATIVE FINANCIAL DESIGNS INC /ADV 0.03% of their portfolio KOKOMO, IN 1,8541.9k $158.0k $158.0k 0.03% —
52 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,7991.8k $153.0k $153.0k 0.00% —
53 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 1,5141.5k $129.0k $129.0k 0.00% —
54 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,0761.1k $92.0k $92.0k 0.00% —
55 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 903903 $77.0k $77.0k 0.00% —
56 TOTH FINANCIAL ADVISORY CORP 0.01% of their portfolio LEESBURG, VA 900900 $76.0k $76.0k 0.01% —
57 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 885885 $69.0k $69.0k 0.00% —
58 CENTRAL TRUST Co 0.00% of their portfolio JEFFERSON CITY, MO 709709 $60.0k $60.0k 0.00% —
59 Covestor Ltd 0.05% of their portfolio LONDON, X0 641641 $54.0k $54.0k 0.05% —
60 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 600600 $50.0k $50.0k 0.00% —
61 Realta Investment Advisors 0.01% of their portfolio WILMINGTON, DE 548548 $47.0k $47.0k 0.01% —
62 WFA Asset Management Corp 0.03% of their portfolio WHITEFISH BAY, WI 472472 $40.1k $40.1k 0.03% —
63 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 417417 $35.0k $35.0k 0.01% —
64 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 405405 $34.0k $34.0k 0.00% —
65 EPG Wealth Management LLC 0.01% of their portfolio ATLANTA, GA 400400 $34.0k $34.0k 0.01% —
66 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 375375 $32.0k $32.0k 0.00% —
67 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 335335 $28.0k $28.0k 0.00% —
68 EVERMAY WEALTH MANAGEMENT LLC 0.00% of their portfolio ARLINGTON, VA 230230 $20.0k $20.0k 0.00% —
69 VALLEY NATIONAL ADVISERS INC 0.00% of their portfolio BETHLEHEM, PA 228228 $18.0k $18.0k 0.00% —
70 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.00% of their portfolio FORT WAYNE, IN 132132 $11.0k $11.0k 0.00% —
71 TUCKER ASSET MANAGEMENT LLC 0.00% of their portfolio LITTLETON, CO 132132 $11.3k $11.3k 0.00% —
72 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 119119 $10.0k $10.0k 0.00% —
73 CWM, LLC 0.00% of their portfolio OMAHA, NE 100100 $8.0k $8.0k 0.00% —
74 FMR LLC 0.00% of their portfolio BOSTON, MA 9797 $8.0k $8.0k 0.00% —
75 Vigilant Capital Management, LLC 0.00% of their portfolio Portland, ME 7878 $7.0k $7.0k 0.00% —
76 Sandy Spring Bank 0.00% of their portfolio Olney, MD 7575 $6.0k $6.0k 0.00% —
77 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 7070 $6.0k $6.0k 0.00% —
78 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 6262 $5.0k $5.0k 0.00% —
79 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 5656 $2.0k $2.0k 0.00% —
80 MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio PALM BEACH GARDENS, FL 5151 $4.0k $4.0k 0.00% —
81 O'Dell Group, LLC 0.00% of their portfolio CINCINNATI, OH 5151 $4.0k $4.0k 0.00% —
82 Key Financial Inc 0.00% of their portfolio WEST CHESTER, PA 4444 $4.0k $4.0k 0.00% —
83 Baldrige Asset Management LLC 0.00% of their portfolio ALLENTOWN, PA 2828 $2.0k $2.0k 0.00% —
84 JANICZEK WEALTH MANAGEMENT, LLC 0.00% of their portfolio DENVER, CO 2323 $2.0k $2.0k 0.00% —
85 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 66 $1.0k $1.0k 0.00% —
86 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 44 $0 $0 0.00% —