SPDR INDEX SHS FDS shareholder history

Current and past SPDR INDEX SHS FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
BANK OF AMERICA CORP /DE/ 35350.00%0.00%0.00%Q1 2015Q3 202335
JANE STREET GROUP, LLC 1740.00%0.01%0.05%Q4 2014Q3 202333
ENVESTNET ASSET MANAGEMENT INC 33330.00%0.00%0.00%Q3 2015Q3 202333
MORGAN STANLEY 32320.00%0.00%0.00%Q4 2015Q3 202332
ROYAL BANK OF CANADA 31310.00%0.00%0.00%Q1 2016Q3 202331
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2560.00%0.00%0.01%Q4 2015Q3 202331
STATE STREET CORP 28280.00%0.00%0.00%Q4 2016Q3 202328
AMERIPRISE FINANCIAL INC 28280.00%0.00%0.00%Q4 2016Q3 202328
PNC FINANCIAL SERVICES GROUP, INC. 24240.00%0.00%0.01%Q4 2017Q3 202324
WELLS FARGO & COMPANY/MN 1820.00%0.00%0.00%Q4 2016Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
LADENBURG THALMANN FINANCIAL SERVICES INC. 1820.00%0.00%0.00%Q4 2014Q4 201920
Citadel Advisors 1710.00%0.00%0.00%Q1 2018Q2 202319
Veritable, L.P. 18180.08%0.09%0.09%Q4 2015Q1 202018
Beaumont Financial Partners, LLC 1530.02%0.03%0.03%Q1 2018Q3 202218
COMMONWEALTH EQUITY SERVICES, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
ADIRONDACK TRUST CO 17170.01%0.01%0.01%Q3 2019Q3 202317
BALLAST ADVISORS LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1050.00%0.00%0.00%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
LPL Financial LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Advisor Group, Inc. 10100.00%0.00%0.00%Q3 2017Q4 201910
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Fingerlakes Wealth Management, Inc. 880.51%0.52%0.54%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 880.44%0.54%0.62%Q4 2021Q3 20238
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q2 2021Q2 20225
FormulaFolio Investments, LLC 550.01%0.02%0.02%Q3 2018Q3 20195
JFG Wealth Management, LLC 550.34%0.58%0.85%Q1 2020Q1 20215
HORIZON FINANCIAL SERVICES, LLC 550.01%0.01%0.01%Q3 2020Q3 20215
FLAGSHIP HARBOR ADVISORS, LLC 410.02%0.02%0.04%Q4 2019Q1 20215
FRANKLIN RESOURCES INC 440.00%0.00%0.00%Q4 2022Q3 20234
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 440.01%0.04%0.10%Q3 2017Q2 20184
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
JPMORGAN CHASE & CO 440.00%0.00%0.00%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
CREDIT SUISSE AG/ 210.00%0.00%0.00%Q4 2017Q3 20183
Flagship Private Wealth, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
SIMPLEX TRADING, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
FMR LLC 220.00%0.00%0.00%Q3 2018Q4 20182
CITIGROUP INC 220.00%0.00%0.00%Q1 2019Q2 20192
BANK OF MONTREAL /CAN/ 220.00%0.00%0.00%Q2 2023Q3 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.01%0.03%0.06%Q1 2021Q1 20232
REGENTS OF THE UNIVERSITY OF CALIFORNIA 2218.00%18.22%18.43%Q2 2023Q3 20232
Tower Research Capital LLC (TRC) 220.00%0.00%0.00%Q2 2022Q3 20222
OLD MISSION CAPITAL LLC 220.02%0.02%0.02%Q3 2022Q4 20222
Ipswich Investment Management Co., Inc. 110.01%0.01%0.01%Q1 2016Q4 20182
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
AMERICAN INTERNATIONAL GROUP, INC. 220.00%0.00%0.00%Q1 2015Q2 20152
NEXT Financial Group, Inc 220.00%0.00%0.00%Q1 2017Q2 20172
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Filbrandt Wealth Management, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Virtu Financial LLC 110.11%0.11%0.11%Q3 2018Q3 20181
Wealthcare Advisory Partners LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Creative Planning 110.00%0.00%0.00%Q3 2022Q3 20221
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q1 2021Q1 20211
CWM, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q2 2020Q2 20201
External links

This page lists all the filers that currently own SPDR INDEX SHS FDS or have owned SPDR INDEX SHS FDS in the past.