SPDR INDEX SHS FDS shareholder history

Current and past SPDR INDEX SHS FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 36360.00%0.00%0.00%Q4 2014Q3 202336
ROYAL BANK OF CANADA 1860.00%0.00%0.00%Q1 2015Q3 202331
AMERIPRISE FINANCIAL INC 2810.00%0.05%0.09%Q4 2015Q3 202329
PNC FINANCIAL SERVICES GROUP, INC. 27270.00%0.00%0.00%Q1 2017Q3 202327
HighTower Advisors, LLC 26260.00%0.01%0.01%Q2 2017Q3 202326
IHT Wealth Management, LLC 25250.03%0.12%0.26%Q3 2017Q3 202325
Geneos Wealth Management Inc. 24240.00%0.03%0.21%Q4 2017Q3 202324
Capital Advisors, Ltd. LLC 24240.03%0.17%0.25%Q4 2017Q3 202324
Financial Enhancement Group LLC 24240.49%4.09%6.10%Q4 2017Q3 202324
ENVESTNET ASSET MANAGEMENT INC 1610.00%0.00%0.02%Q4 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 23230.02%0.44%0.75%Q1 2018Q3 202323
LPL Financial LLC 2030.00%0.02%0.05%Q4 2017Q3 202323
CITIGROUP INC 1410.00%0.00%0.01%Q2 2014Q3 202322
WELLS FARGO & COMPANY/MN 1830.00%0.00%0.00%Q2 2018Q3 202321
MORGAN STANLEY 2010.00%0.01%0.01%Q1 2017Q3 202321
Cornerstone Wealth Management, LLC 1130.06%0.22%0.41%Q1 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
CORRADO ADVISORS, LLC 2010.02%1.77%3.06%Q3 2017Q4 202221
UBS Group AG 810.00%0.00%0.00%Q4 2014Q3 202320
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
FLOW TRADERS U.S. LLC 1610.02%0.17%0.60%Q1 2018Q3 202320
JANE STREET GROUP, LLC 410.00%0.01%0.03%Q3 2016Q3 202320
Private Advisor Group, LLC 1730.00%0.04%0.09%Q3 2017Q3 202320
AdvisorNet Financial, Inc 19190.00%0.04%0.06%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Citadel Advisors 1310.00%0.00%0.01%Q1 2016Q3 202318
CWM, LLC 1070.00%0.00%0.01%Q1 2019Q3 202317
LexAurum Advisors, LLC 17170.19%0.44%0.74%Q4 2017Q4 202117
Mutual Advisors, LLC 16160.02%0.08%0.28%Q4 2019Q3 202316
Element Wealth, LLC 16160.84%2.12%3.34%Q4 2019Q3 202316
Outlook Wealth Advisors, LLC 16160.73%1.13%2.64%Q1 2019Q4 202216
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Retirement Group, LLC 1410.00%0.00%0.01%Q4 2019Q3 202315
BlackRock Inc. 15150.00%0.00%0.00%Q2 2019Q4 202215
Quantitative Advantage, LLC 15150.65%0.90%1.20%Q3 2019Q1 202315
Sowell Financial Services LLC 820.04%0.32%0.90%Q4 2018Q3 202315
FIRST HAWAIIAN BANK 14140.63%0.89%1.07%Q2 2020Q3 202314
Hudock, Inc. 14140.00%0.00%0.01%Q2 2019Q3 202214
CATALYST PRIVATE WEALTH, LLC 14140.10%0.16%0.24%Q3 2020Q4 202314
Princeton Global Asset Management LLC 14140.10%0.14%0.20%Q2 2020Q3 202314
Equitable Holdings, Inc. 14140.01%0.04%0.08%Q2 2020Q3 202314
Frontier Wealth Management LLC 14140.00%0.03%0.04%Q1 2019Q2 202214
SimpliFi, Inc. 13139.58%10.49%10.90%Q3 2020Q3 202313
Financial Strategies Group, Inc. 13131.22%1.32%1.43%Q4 2019Q4 202213
IFP Advisors, Inc 760.00%0.06%0.19%Q1 2020Q3 202313
Wealthcare Advisory Partners LLC 13130.05%0.28%0.41%Q3 2020Q3 202313
SIGNATUREFD, LLC 940.01%0.01%0.01%Q4 2015Q1 202013
PRUDENTIAL FINANCIAL INC 13130.00%0.00%0.00%Q3 2020Q3 202313
FMR LLC 710.00%0.00%0.00%Q4 2018Q3 202313
Andesa Financial Management Inc. 12120.89%1.76%2.23%Q2 2020Q1 202312
MML INVESTORS SERVICES, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Sage Mountain Advisors LLC 12120.45%0.91%1.54%Q4 2020Q3 202312
APPLETON PARTNERS INC/MA 12120.03%0.04%0.05%Q1 2017Q4 201912
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.54%1.44%2.40%Q4 2018Q3 202112
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1010.00%0.00%0.00%Q3 2019Q3 202312
OLD MISSION CAPITAL LLC 610.01%0.12%0.24%Q3 2017Q3 202311
IFG Advisory, LLC 11110.06%0.32%0.54%Q1 2021Q3 202311
GeoWealth Management, LLC 830.00%0.53%2.38%Q2 2019Q3 202311
Parallel Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
CreativeOne Wealth, LLC 11110.02%0.41%0.78%Q3 2018Q1 202111
THOMPSON INVESTMENT MANAGEMENT, INC. 11110.03%0.04%0.05%Q1 2021Q3 202311
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 11110.27%1.35%2.05%Q1 2017Q3 201911
Western Wealth Management, LLC 830.04%0.09%0.12%Q4 2020Q3 202311
WEALTHCARE CAPITAL MANAGEMENT LLC 10100.03%0.05%0.06%Q1 2021Q2 202310
NewEdge Advisors, LLC 10100.01%0.15%0.33%Q2 2021Q3 202310
Spire Wealth Management 10100.00%0.00%0.00%Q2 2021Q3 202310
GREAT VALLEY ADVISOR GROUP, INC. 10100.06%0.50%1.06%Q2 2021Q3 202310
Manning & Napier Group, LLC 10100.02%0.05%0.06%Q4 2017Q1 202010
LADENBURG THALMANN FINANCIAL SERVICES INC. 730.00%0.01%0.04%Q2 2017Q4 201910
Atria Investments, Inc 820.02%0.11%0.25%Q1 2017Q2 202310
STRINGER ASSET MANAGEMENT, LLC 991.18%3.06%5.60%Q2 2020Q2 20229
Cambridge Investment Research Advisors, Inc. 420.00%0.00%0.01%Q4 2018Q3 20239
BESSEMER GROUP INC 990.00%0.00%0.00%Q3 2021Q3 20239
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.00%Q4 2016Q3 20229
FLAGSHIP HARBOR ADVISORS, LLC 990.02%0.12%0.66%Q4 2019Q4 20219
Advisor Group, Inc. 990.00%0.00%0.00%Q4 2017Q4 20199
UNITED CAPITAL FINANCIAL ADVISORS, LLC 880.00%0.00%0.00%Q4 2018Q3 20208
US BANCORP \DE\ 880.00%0.00%0.00%Q4 2021Q3 20238
MARINER INDEPENDENT ADVISOR NETWORK, LLC 710.06%0.20%0.27%Q4 2018Q3 20228
Warren Street Wealth Advisors, LLC 881.60%2.01%2.58%Q4 2021Q3 20238
1620 INVESTMENT ADVISORS, INC. 882.25%2.57%3.01%Q4 2021Q3 20238
Stratos Wealth Partners, LTD. 880.00%0.01%0.01%Q4 2021Q3 20238
SILVERHAWK ASSET MANAGEMENT, LLC 776.58%11.78%15.58%Q4 2021Q2 20237
Raleigh Capital Management Inc. 520.01%0.12%0.29%Q4 2021Q3 20237
Virtu KCG Holdings LLC 310.01%0.02%0.05%Q2 2014Q2 20177
RAYMOND JAMES & ASSOCIATES 430.00%0.00%0.00%Q1 2018Q4 20217
ARQ WEALTH ADVISORS, LLC 773.88%3.97%4.07%Q1 2022Q3 20237
Gladstone Institutional Advisory LLC 770.02%0.05%0.07%Q1 2022Q3 20237
J.P. Morgan Private Wealth Advisors LLC 770.00%0.00%0.00%Q3 2020Q1 20227
Raymond James Financial Services Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Keystone Financial Group 520.07%0.10%0.13%Q4 2021Q3 20237
JOURNEY STRATEGIC WEALTH LLC 770.04%0.11%0.24%Q1 2022Q3 20237
AVANTAX ADVISORY SERVICES, INC. 770.00%0.01%0.01%Q1 2020Q3 20217
Syntal Capital Partners, LLC 770.25%1.16%3.26%Q2 2019Q4 20207
Golden State Wealth Management, LLC 310.00%0.04%0.06%Q1 2019Q4 20217
Financial Guidance Group, Inc. 773.44%5.10%7.10%Q1 2022Q3 20237
WADDELL & ASSOCIATES, LLC 330.03%0.03%0.04%Q3 2021Q3 20236
First Horizon Advisors, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
NEXT Financial Group, Inc 660.00%0.00%0.01%Q4 2018Q1 20206
CX Institutional 660.47%0.77%1.31%Q2 2022Q3 20236
Kestra Advisory Services, LLC 420.01%0.01%0.01%Q1 2022Q3 20236
Johanson Financial Advisors, Inc. 660.20%0.23%0.31%Q4 2018Q1 20206
McAdam, LLC 310.03%0.05%0.11%Q3 2018Q3 20236
CAPTRUST FINANCIAL ADVISORS 510.00%0.01%0.03%Q1 2020Q3 20236
PRIVATE TRUST CO NA 660.02%0.03%0.04%Q2 2022Q3 20236
Integrated Wealth Concepts LLC 330.01%0.01%0.02%Q2 2020Q3 20236
Continuum Advisory, LLC 660.33%0.56%1.02%Q4 2018Q1 20206
Orgel Wealth Management, LLC 660.01%0.31%0.60%Q2 2022Q3 20236
Smart Money Group LLC 412.40%5.70%6.84%Q1 2021Q2 20236
Legacy CG, LLC 660.46%0.69%0.87%Q2 2022Q3 20236
FIRST MANHATTAN CO. LLC. 660.00%0.00%0.00%Q1 2022Q2 20236
IMS Capital Management 660.14%0.27%0.34%Q2 2016Q3 20176
MYCIO WEALTH PARTNERS, LLC 550.07%0.08%0.08%Q4 2018Q4 20195
HARBOUR INVESTMENTS, INC. 410.00%0.00%0.00%Q2 2021Q3 20235
Stadion Money Management, LLC 550.06%0.52%0.88%Q3 2016Q3 20175
AE Wealth Management LLC 550.01%0.03%0.06%Q3 2021Q3 20225
Allworth Financial LP 550.00%0.00%0.00%Q1 2022Q1 20235
Empirical Asset Management, LLC 550.92%1.21%1.53%Q4 2021Q4 20225
Brio Consultants, LLC 550.63%0.66%0.69%Q3 2022Q3 20235
ASSETMARK, INC 550.00%0.00%0.00%Q3 2022Q3 20235
Dynamic Advisor Solutions LLC 550.02%0.16%0.30%Q3 2022Q3 20235
KWB Wealth 550.05%1.10%1.53%Q3 2022Q3 20235
Financial Advocates Investment Management 210.02%0.23%0.38%Q3 2020Q1 20235
Cascade Investment Advisors, Inc. 550.01%0.01%0.01%Q3 2019Q3 20205
Global Retirement Partners, LLC 220.00%0.01%0.01%Q2 2021Q2 20224
Allen Capital Group, LLC 440.04%0.07%0.08%Q2 2021Q1 20224
Steward Partners Investment Advisory, LLC 310.00%0.00%0.00%Q3 2019Q4 20224
SENTINEL PENSION ADVISORS INC 440.09%0.10%0.11%Q1 2020Q4 20204
Collaborative Wealth Managment Inc. 310.12%0.14%0.15%Q4 2021Q3 20234
Ameritas Advisory Services, LLC 440.02%0.03%0.04%Q4 2021Q3 20224
Mariner, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Stonehearth Capital Management, LLC 440.17%0.19%0.21%Q4 2018Q3 20194
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Merit Financial Group, LLC 220.04%0.15%0.21%Q3 2020Q3 20234
Baystate Wealth Management LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Levy Wealth Management Group, LLC 441.59%1.71%1.82%Q4 2022Q3 20234
Addison Advisors LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Ameritas Investment Company, LLC 310.00%0.02%0.03%Q1 2020Q3 20214
Intelligence Driven Advisers, LLC 449.34%11.13%12.89%Q4 2022Q3 20234
Marshall Financial Group LLC 440.29%0.29%0.30%Q4 2020Q3 20214
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.01%0.01%Q1 2018Q4 20214
Johnson & White Wealth Management, LLC 333.98%4.65%5.94%Q1 2023Q3 20233
Clear Creek Financial Management, LLC 330.11%0.12%0.13%Q2 2019Q4 20193
HHM Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Betterment LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Flagship Private Wealth, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
PFG Advisors 330.05%0.07%0.09%Q1 2023Q3 20233
Linscomb & Williams, Inc. 330.01%0.01%0.01%Q4 2022Q2 20233
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.02%0.08%0.18%Q4 2017Q2 20183
Red Door Wealth Management, LLC 210.01%0.01%0.01%Q1 2020Q2 20213
Cetera Advisor Networks LLC 210.00%0.00%0.00%Q2 2020Q3 20233
Arbor Wealth Management, LLC 330.00%0.03%0.08%Q4 2018Q2 20193
January Capital Advisors LLC 332.01%2.84%4.47%Q4 2021Q2 20223
Cape Investment Advisory, Inc. 330.05%0.05%0.06%Q1 2023Q3 20233
Qube Research & Technologies Ltd 210.00%0.00%0.00%Q1 2022Q3 20233
Rockefeller Capital Management L.P. 330.00%0.00%0.00%Q2 2022Q4 20223
Hobart Private Capital, LLC 333.46%4.08%5.10%Q1 2023Q3 20233
TFB Advisors LLC 220.23%0.41%0.59%Q2 2023Q3 20232
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.30%0.59%Q3 2019Q1 20212
Pinnacle Bancorp, Inc. 220.01%0.02%0.02%Q4 2021Q1 20222
BOSTON ADVISORS LLC 220.01%0.01%0.01%Q2 2018Q3 20182
ROCKY MOUNTAIN ADVISERS, LLC 220.01%0.01%0.02%Q3 2022Q4 20222
BANK OF MONTREAL /CAN/ 220.00%0.00%0.00%Q2 2023Q3 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Savior LLC 220.00%0.00%0.01%Q2 2022Q3 20222
Tortoise Investment Management, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
NVWM, LLC 220.31%0.31%0.31%Q2 2023Q3 20232
L & S Advisors Inc 220.19%0.20%0.20%Q2 2023Q3 20232
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
FLYNN ZITO CAPITAL MANAGEMENT, LLC 221.36%1.54%1.72%Q4 2021Q1 20222
Sound Income Strategies, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
MERCER GLOBAL ADVISORS INC /ADV 220.01%0.03%0.04%Q2 2023Q3 20232
HBC Financial Services, PLLC 220.01%0.01%0.01%Q2 2023Q3 20232
Concord Wealth Partners 110.00%0.00%0.00%Q4 2022Q3 20232
Stonebridge Capital Advisors LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Global Financial Private Capital, Inc 110.00%0.03%0.06%Q4 2018Q4 20192
Walkner Condon Financial Advisors LLC 220.10%0.13%0.16%Q2 2023Q3 20232
ETRADE Capital Management LLC 220.44%0.46%0.48%Q2 2020Q3 20202
COZAD ASSET MANAGEMENT INC 220.12%0.13%0.14%Q2 2020Q3 20202
Latitude Advisors, LLC 220.06%0.06%0.07%Q4 2021Q1 20222
REGIONS FINANCIAL CORP 220.00%0.00%0.00%Q2 2018Q3 20182
NWK Group, Inc. 220.02%0.03%0.03%Q4 2019Q1 20202
Wealthquest Corp 220.08%0.08%0.09%Q3 2019Q4 20192
Virtu Financial LLC 110.02%0.05%0.09%Q3 2017Q1 20222
Clear Perspective Advisors, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Sweet Financial Partners, LLC 220.81%0.82%0.83%Q2 2023Q3 20232
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MBE Wealth Management, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
PARK AVENUE SECURITIES LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Berman Capital Advisors, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Bridgewealth Advisory Group, LLC 110.32%0.32%0.32%Q3 2023Q3 20231
CoreCap Advisors, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Intergy Private Wealth, LLC 110.36%0.36%0.36%Q2 2022Q2 20221
Creative Planning 110.00%0.00%0.00%Q1 2022Q1 20221
VSR Financial Services, Inc. 110.09%0.09%0.09%Q4 2015Q4 20151
COWA, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
ICA Group Wealth Management, LLC 111.15%1.15%1.15%Q1 2022Q1 20221
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Renaissance Technologies 110.00%0.00%0.00%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Prospera Financial Services Inc 110.02%0.02%0.02%Q1 2023Q1 20231
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2018Q2 20181
WIN ADVISORS, INC 110.38%0.38%0.38%Q2 2023Q2 20231
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.00%0.00%0.00%Q1 2020Q1 20201
BAROMETER CAPITAL MANAGEMENT INC. 110.13%0.13%0.13%Q4 2019Q4 20191
Commonwealth Equity Services, Inc 110.01%0.01%0.01%Q3 2017Q3 20171
Arete Wealth Advisors, LLC 110.05%0.05%0.05%Q1 2019Q1 20191
WHITENER CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2018Q1 20181
Aveo Capital Partners, LLC 111.29%1.29%1.29%Q2 2019Q2 20191
CALTON & ASSOCIATES, INC. 110.09%0.09%0.09%Q2 2018Q2 20181
MSI Financial Services Inc 110.00%0.00%0.00%Q4 2016Q4 20161
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
UBS AG 110.00%0.00%0.00%Q2 2014Q2 20141
Pasadena Private Wealth, LLC 113.24%3.24%3.24%Q1 2020Q1 20201
Apollon Wealth Management, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
JNBA Financial Advisors 110.01%0.01%0.01%Q3 2016Q3 20161
BRR OpCo, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Cetera Investment Advisers 110.02%0.02%0.02%Q3 2023Q3 20231
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Beacon Bridge Wealth Partners, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
Advisory Alpha, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
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.