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 39390.00%0.00%0.01%Q4 2014Q2 202439
BANK OF AMERICA CORP /DE/ 38380.00%0.00%0.00%Q1 2015Q2 202438
ENVESTNET ASSET MANAGEMENT INC 36360.00%0.00%0.00%Q3 2015Q2 202436
MORGAN STANLEY 35350.00%0.00%0.00%Q4 2015Q2 202435
JANE STREET GROUP, LLC 1840.00%0.01%0.05%Q4 2014Q4 202334
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2590.00%0.00%0.01%Q4 2015Q2 202434
ROYAL BANK OF CANADA 34340.00%0.00%0.00%Q1 2016Q2 202434
STATE STREET CORP 31310.00%0.00%0.00%Q4 2016Q2 202431
AMERIPRISE FINANCIAL INC 31310.00%0.00%0.00%Q4 2016Q2 202431
PNC FINANCIAL SERVICES GROUP, INC. 27270.00%0.00%0.01%Q4 2017Q2 202427
WELLS FARGO & COMPANY/MN 2120.00%0.00%0.00%Q4 2016Q2 202425
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.00%Q3 2018Q2 202424
Citadel Advisors 1710.00%0.00%0.00%Q1 2018Q1 202421
COMMONWEALTH EQUITY SERVICES, LLC 20200.00%0.00%0.00%Q3 2019Q2 202420
LADENBURG THALMANN FINANCIAL SERVICES INC. 1820.00%0.00%0.00%Q4 2014Q4 201920
BALLAST ADVISORS LLC 19190.01%0.01%0.02%Q4 2019Q2 202419
TRUIST FINANCIAL CORP 18180.00%0.00%0.00%Q4 2019Q1 202418
Veritable, L.P. 18180.08%0.09%0.09%Q4 2015Q1 202018
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1350.00%0.00%0.00%Q4 2019Q2 202418
OSAIC HOLDINGS, INC. 18180.00%0.00%0.00%Q1 2020Q2 202418
Beaumont Financial Partners, LLC 1530.02%0.03%0.03%Q1 2018Q3 202218
ADIRONDACK TRUST CO 17170.01%0.01%0.01%Q3 2019Q3 202317
LPL Financial LLC 14140.00%0.00%0.00%Q1 2021Q2 202414
HARBOUR INVESTMENTS, INC. 940.00%0.00%0.00%Q1 2021Q2 202413
Ulland Investment Advisors, LLC 11110.32%0.51%0.62%Q4 2021Q2 202411
Fingerlakes Wealth Management, Inc. 11110.45%0.51%0.54%Q4 2021Q2 202411
Advisor Group, Inc. 10100.00%0.00%0.00%Q3 2017Q4 201910
FRANKLIN RESOURCES INC 770.00%0.00%0.00%Q4 2022Q2 20247
NewEdge Advisors, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
JPMORGAN CHASE & CO 770.00%0.00%0.00%Q4 2022Q2 20247
FLAGSHIP HARBOR ADVISORS, LLC 410.02%0.02%0.04%Q4 2019Q1 20215
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
CWM, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Beaumont Financial Advisors, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 440.01%0.04%0.10%Q3 2017Q2 20184
Tower Research Capital LLC (TRC) 220.00%0.00%0.00%Q2 2022Q2 20244
GOLDMAN SACHS GROUP INC 440.00%0.00%0.00%Q3 2023Q2 20244
CREDIT SUISSE AG/ 210.00%0.00%0.00%Q4 2017Q3 20183
Private Wealth Management Group, LLC 330.03%0.03%0.03%Q4 2023Q2 20243
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.02%0.06%Q1 2021Q2 20243
BANK OF MONTREAL /CAN/ 330.00%0.00%0.00%Q1 2023Q3 20233
Smartleaf Asset Management LLC 330.19%0.25%0.30%Q4 2023Q2 20243
Invera Wealth Advisors, LLC 330.21%1.17%1.89%Q4 2023Q2 20243
Flagship Private Wealth, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
REGENTS OF THE UNIVERSITY OF CALIFORNIA 3318.00%18.70%19.67%Q2 2023Q4 20233
Ipswich Investment Management Co., Inc. 110.01%0.01%0.01%Q1 2016Q4 20182
CITIGROUP INC 220.00%0.00%0.00%Q1 2019Q2 20192
MATHER GROUP, LLC. 220.00%0.00%0.00%Q1 2024Q2 20242
SIMPLEX TRADING, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
NEXT Financial Group, Inc 220.00%0.00%0.00%Q1 2017Q2 20172
Wealthcare Advisory Partners LLC 110.01%0.01%0.01%Q2 2023Q2 20242
OLD MISSION CAPITAL LLC 220.02%0.02%0.02%Q3 2022Q4 20222
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
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
FMR LLC 220.00%0.00%0.00%Q3 2018Q4 20182
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Creative Planning 110.00%0.00%0.00%Q3 2022Q3 20221
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2024Q2 20241
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q1 2024Q1 20241
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q2 2020Q2 20201
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Monument Group Wealth Advisors, LLC 110.14%0.14%0.14%Q2 2024Q2 20241
Virtu Financial LLC 110.11%0.11%0.11%Q3 2018Q3 20181
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q1 2021Q1 20211
Idaho Trust Bank 110.48%0.48%0.48%Q1 2024Q1 20241
Filbrandt Wealth Management, LLC 110.03%0.03%0.03%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.