SPDR SER TR TFI
NUVEEN BLMBRG MU · ETP · CUSIP 78468R721
316
institutional holders
66.1m
shares reported held*
$2.8bnreported 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 ($2.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $42.18.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Betterment LLC 1.79% of their portfolio | 10.9m $501.0m | — |
| BANK OF AMERICA CORP /DE/ 0.05% of their portfolio | 8.0m $351.7m | — |
| MORGAN STANLEY 0.05% of their portfolio | 7.9m $349.2m | — |
| Fisher Asset Management, LLC 0.23% of their portfolio | 7.1m $311.7m | — |
| Wealthfront Advisers LLC 1.00% of their portfolio | 4.3m $188.1m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.26% of their portfolio | 3.4m $149.9m | — |
| CFS Investment Advisory Services, LLC 0.76% of their portfolio | 3.3m $3.3m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 1.3m $56.4m | — |
| Financial Engines Advisors L.L.C. 0.16% of their portfolio | 1.1m $47.9m | — |
| MEEDER ASSET MANAGEMENT INC 2.28% of their portfolio | 897.2k $39.5m | — |
| UBS Group AG 0.02% of their portfolio | 888.0k $39.1m | — |
| JANE STREET GROUP, LLC 0.06% of their portfolio | 731.2k $32.2m | — |
| LPL Financial LLC 0.03% of their portfolio | 615.0k $27.1m | — |
| ASSETMARK, INC 0.12% of their portfolio | 587.9k $25.9m | — |
| Parcion Private Wealth LLC 2.48% of their portfolio | 497.9k $21.9m | — |
| STIFEL FINANCIAL CORP 0.03% of their portfolio | 412.5k $18.1m | — |
| CX Institutional 1.18% of their portfolio | 386.8k $17.0m | — |
| Goodman Advisory Group, LLC 9.17% of their portfolio | 382.3k $16.8m | — |
| JFG Wealth Management, LLC 5.62% of their portfolio | 381.2k $16.8m | — |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 376.4k $16.6m | — |
| Wealthcare Advisory Partners LLC 0.79% of their portfolio | 314.7k $13.8m | — |
| Beaumont Financial Partners, LLC 1.25% of their portfolio | 296.3k $13.0m | — |
| OSAIC HOLDINGS, INC. 0.03% of their portfolio | 284.7k $12.5m | — |
| Hennion & Walsh Asset Management, Inc. 0.81% of their portfolio | 281.2k $12.4m | — |
| McAdam, LLC 1.32% of their portfolio | 277.4k $12.2m | — |
| Orion Portfolio Solutions, LLC 0.48% of their portfolio | 276.8k $12.2m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 262.6k $11.6m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 256.5k $11.3m | — |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 255.8k $11.3m | — |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 254.9k $11.5m | — |
| Johnson Financial Group, LLC 1.41% of their portfolio | 233.6k $10.3m | — |
| Crestwood Advisors Group, LLC 0.36% of their portfolio | 227.5k $10.0m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 213.3k $9.4m | — |
| Revolve Wealth Partners, LLC 2.90% of their portfolio | 197.3k $8.7m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio | 194.9k $8.6m | — |
| BAILARD, INC. 0.34% of their portfolio | 189.2k $8.3m | — |
| Wealthspire Advisors, LLC 0.17% of their portfolio | 186.1k $8.2m | — |
| CONDOR CAPITAL MANAGEMENT 1.02% of their portfolio | 178.2k $7.8m | — |
| One Capital Management, LLC 0.46% of their portfolio | 177.8k $7.8m | — |
| WEALTHCARE CAPITAL MANAGEMENT LLC 0.98% of their portfolio | 176.9k $7.8m | — |
| TD PRIVATE CLIENT WEALTH LLC 0.39% of their portfolio | 173.6k $7.6m | — |
| Allworth Financial LP 0.09% of their portfolio | 170.8k $7.5m | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.11% of their portfolio | 166.3k $7.4m | — |
| MML INVESTORS SERVICES, LLC 0.05% of their portfolio | 162.4k $7.1m | — |
| JFS WEALTH ADVISORS, LLC 0.78% of their portfolio | 161.5k $7.1m | — |
| Towercrest Capital Management 1.64% of their portfolio | 159.5k $7.0m | — |
| HBK Sorce Advisory LLC 0.46% of their portfolio | 157.4k $6.9m | — |
| MATHER GROUP, LLC. 0.15% of their portfolio | 155.3k $6.8m | — |
| Arax Advisory Partners 1.06% of their portfolio | 152.7k $6.7m | — |
| Cullen/Frost Bankers, Inc. 0.15% of their portfolio | 150.1k $6.6m | — |
| Aquire Wealth Advisors, LLC 3.83% of their portfolio | 150.0k $6.6m | — |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 150.0k $6.6m | — |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 142.8k $6.3m | — |
| Forvis Mazars Wealth Advisors, LLC 0.25% of their portfolio | 141.2k $6.2m | — |
| Alliance Wealth Management Group 2.31% of their portfolio | 135.4k $6.0m | — |
| ONE Advisory Partners, LLC 3.94% of their portfolio | 129.7k $5.7m | — |
| Mariner, LLC 0.02% of their portfolio | 129.7k $5.7m | — |
| PARK AVENUE SECURITIES LLC 0.11% of their portfolio | 129.5k $5.7m | — |
| Sequoia Financial Advisors, LLC 0.17% of their portfolio | 126.2k $5.6m | — |
| PFS INVESTMENTS INC. 0.11% of their portfolio | 120.2k $5.3m | — |
| Versant Capital Management, Inc 1.75% of their portfolio | 101.3k $4.5m | — |
| Private Advisor Group, LLC 0.05% of their portfolio | 97.9k $4.3m | — |
| Clark Capital Management Group, Inc. 0.05% of their portfolio | 93.7k $4.1m | — |
| Beacon Pointe Advisors, LLC 0.09% of their portfolio | 93.0k $4.1m | — |
| WEALTHSOURCE PARTNERS, LLC 0.30% of their portfolio | 92.4k $4.1m | — |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 1.89% of their portfolio | 91.6k $4.0m | — |
| 1900 WEALTH MANAGEMENT LLC 0.47% of their portfolio | 90.8k $4.0m | — |
| COLONY GROUP LLC 0.07% of their portfolio | 88.3k $3.9m | — |
| Tortoise Investment Management, LLC 0.72% of their portfolio | 84.7k $3.7m | — |
| Stokes Family Office, LLC 0.51% of their portfolio | 81.4k $3.6m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio | 80.1k $3.5m | — |
| Scissortail Wealth Management, LLC 1.81% of their portfolio | 79.7k $3.5m | — |
| WCG Wealth Advisors LLC 0.45% of their portfolio | 77.4k $3.4m | — |
| HighTower Advisors, LLC 0.01% of their portfolio | 77.0k $3.4m | — |
| Invst, LLC 0.58% of their portfolio | 76.7k $3.4m | — |
| Kestra Advisory Services, LLC 0.04% of their portfolio | 76.1k $3.3m | — |
| Wealth CMT 2.00% of their portfolio | 75.7k $3.3m | — |
| SWS Partners 1.43% of their portfolio | 70.0k $3.1m | — |
| New Potomac Partners, LLC 2.52% of their portfolio | 67.8k $3.0m | — |
| WealthShield Partners, LLC 0.58% of their portfolio | 67.0k $2.9m | — |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC 0.13% of their portfolio | 66.6k $2.9m | — |
| LMCG INVESTMENTS, LLC 0.20% of their portfolio | 63.1k $2.8m | — |
| FMR LLC 0.00% of their portfolio | 60.7k $2.7m | — |
| Stratos Wealth Advisors, LLC 0.28% of their portfolio | 60.1k $2.6m | — |
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.04% of their portfolio | 60.1k $2.6m | — |
| CITIGROUP INC 0.00% of their portfolio | 59.3k $2.6m | — |
| Eagle Ridge Investment Management 0.32% of their portfolio | 58.1k $2.6m | — |
| SteelPeak Wealth, LLC 0.18% of their portfolio | 54.9k $2.4m | — |
| Sadoff Investment Management LLC 0.19% of their portfolio | 54.7k $2.4m | — |
| ST GERMAIN D J CO INC 0.16% of their portfolio | 52.8k $2.4m | — |
| HHM Wealth Advisors, LLC 0.60% of their portfolio | 52.2k $2.3m | — |
| Mayflower Financial Advisors, LLC 0.36% of their portfolio | 51.2k $2.3m | — |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 50.6k $2.2m | — |
| IFP Advisors, Inc 0.06% of their portfolio | 48.1k $2.3m | — |
| RFG Advisory, LLC 0.12% of their portfolio | 46.9k $2.1m | — |
| Clearbridge Investments, LLC 0.00% of their portfolio | 46.2k $2.0m | — |
| Moser Wealth Advisors, LLC 1.59% of their portfolio | 46.2k $2.0m | — |
| GREAT VALLEY ADVISOR GROUP, INC. 0.11% of their portfolio | 46.1k $2.0m | — |
| Arden Trust Co 0.50% of their portfolio | 45.3k $2.0m | — |
| OneDigital Investment Advisors LLC 0.07% of their portfolio | 44.8k $2.0m | — |