| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| GOFEN & GLOSSBERG LLC /IL/ | 22 | 22 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2018 | 22 |
| QCI ASSET MANAGEMENT INC/NY | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 22 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 14 | 1 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2018 | 17 |
| 1834 INVESTMENT ADVISORS CO | 13 | 13 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q2 2016 | 13 |
| CATAWBA CAPITAL MANAGEMENT /VA | 8 | 8 | 0.07% | 0.08% | 0.08% | Q2 2013 | Q1 2015 | 8 |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2014 | 7 |
| AMARILLO NATIONAL BANK | 7 | 7 | 27.57% | 36.25% | 40.95% | Q2 2016 | Q4 2017 | 7 |
| SOMERVILLE KURT F | 7 | 7 | 0.09% | 0.10% | 0.11% | Q4 2014 | Q2 2016 | 7 |
| Cadence Bank | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
| REILLY FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 4 |
| Sequent Asset Management, LLC | 2 | 1 | 0.18% | 0.76% | 1.50% | Q3 2014 | Q1 2016 | 4 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 2 |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
| BANCORPSOUTH INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
| GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
| Winthrop Partners - WNY, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
This page lists all the filers that currently own FIDELITY SPARTAN 500 INDX - IV or have owned FIDELITY SPARTAN 500 INDX - IV in the past.