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SPDR SERIES TRUST (XRT)

Portfolio as of:
NameSharesChangeValue% Port% OSHistDate
BANK OF AMERICA CORP /DE/ 9,541,548-125,0591,169,602,899,0000.12  Hist 06/30/2023
MORGAN STANLEY 5,535,405-275,529678,530,067,0000.07  Hist 06/30/2023
AMERIPRISE FINANCIAL INC 3,512,924-43,519429,859,668,0000.13  Hist 06/30/2023
LPL Financial LLC 3,389,25030,231419,284,142,0000.33  Hist 03/31/2023
RAYMOND JAMES & ASSOCIATES 2,585,38332,188323,458,238,0000.30  Hist 12/31/2022
ROYAL BANK OF CANADA 2,634,058-65,374322,881,000,0000.08  Hist 06/30/2023
Joel Isaacson & Co., LLC 2,213,107167,474276,881,861,00021.31  Hist 12/31/2022
WELLS FARGO & COMPANY/MN 2,187,913-161,974268,194,455,0000.07  Hist 06/30/2023
UBS Group AG 2,076,982-54,944254,596,454,0000.09  Hist 06/30/2023
ENVESTNET ASSET MANAGEMENT INC 1,875,667-135,888229,919,260,0000.10  Hist 06/30/2023
Richard Bernstein Advisors LLC 1,540,76068,437190,607,497,0004.04  Hist 03/31/2023
Bank of New York Mellon Corp 1,407,997-27,736172,592,308,0000.04  Hist 06/30/2023
Raymond James Financial Services Advisors, Inc. 1,285,355102,017160,812,091,0000.32  Hist 12/31/2022
TRUIST FINANCIAL CORP 1,188,65853,918148,712,993,0000.26  Hist 12/31/2022
1ST SOURCE BANK 903,736-31,844110,779,959,0007.15  Hist 06/30/2023
ADVISOR GROUP HOLDINGS, INC. 876,773-162,446107,352,625,000   Hist 06/30/2023
Veritable, L.P. 780,01036,49695,613,579,0001.48  Hist 06/30/2023
Destination Wealth Management 682,3323,47883,640,286,0003.12  Hist 06/30/2023
MAI Capital Management 634,945-4,50378,549,094,0001.24  Hist 03/31/2023
HighTower Advisors, LLC 591,597-106,42272,521,000,0000.14  Hist 06/30/2023
GOLDMAN SACHS GROUP INC 519,18867,78664,228,748,0000.01  Hist 03/31/2023
VANGUARD GROUP INC 515,035515,03563,132,990,0000.00  Hist 06/30/2023
Legacy Financial Group LLC 456,57862,58657,122,475,00017.11  Hist 12/31/2022
PNC FINANCIAL SERVICES GROUP, INC. 461,6373,01256,587,466,0000.05  Hist 06/30/2023
Mariner, LLC 395,178-17,76548,440,555,0000.13  Hist 06/30/2023
Mizuho Bank, Ltd. 380,000046,580,400,0004.52  Hist 06/30/2023
Cetera Advisor Networks LLC 375,8366,52246,494,619,0000.34  Hist 03/31/2023
Elk River Wealth Management, LLC 393,85711,35745,297,473,00010.02  Hist 09/30/2023
Brinker Capital Investments, LLC 357,855-4,81044,771,248,0000.89  Hist 12/31/2022
Orion Portfolio Solutions, LLC 355,917342,97243,628,295,000   Hist 06/30/2023
MONETA GROUP INVESTMENT ADVISORS LLC 346,578-1,42142,483,505,0000.94  Hist 06/30/2023
UNITED CAPITAL FINANCIAL ADVISERS, LLC 344,436-30,52542,220,952,0000.23  Hist 06/30/2023
J.Safra Asset Management Corp 344,2135,56342,193,630,0005.85  Hist 06/30/2023
Linscomb & Williams, Inc. 338,612-30,49938,943,741,0002.28  Hist 09/30/2023
Bard Financial Services, Inc. 284,824-3,56334,913,761,0002.64  Hist 06/30/2023
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