SPDR INDEX SHS FDS shareholder history

Current and past SPDR INDEX SHS FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1210.00%0.00%0.01%Q2 2013Q2 202343
KANAWHA CAPITAL MANAGEMENT LLC 42420.09%0.18%0.36%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
PHILLIPS FINANCIAL MANAGEMENT, LLC 42420.10%0.41%0.65%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.01%0.17%Q2 2013Q3 202342
Valmark Advisers, Inc. 42420.01%0.16%2.73%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.02%0.08%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.02%0.04%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.15%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.03%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 3470.00%0.02%0.05%Q2 2013Q3 202341
MANUFACTURERS LIFE INSURANCE COMPANY, THE 27140.00%0.00%0.01%Q2 2013Q3 202341
NORTHERN TRUST CORP 3640.00%0.03%0.13%Q2 2013Q3 202340
Pure Financial Advisors, LLC 22182.63%5.98%10.18%Q2 2013Q4 202340
GOLDMAN SACHS GROUP INC 2340.00%0.00%0.00%Q1 2012Q3 202339
Raymond James Financial Services Advisors, Inc. 1860.00%0.04%0.09%Q4 2013Q3 202338
Regal Investment Advisors LLC 37370.04%0.29%1.67%Q3 2014Q3 202337
AMERIPRISE FINANCIAL INC 3340.00%0.00%0.02%Q2 2013Q3 202337
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 36360.65%3.94%14.41%Q4 2014Q3 202336
Palisades Hudson Asset Management, L.P. 36360.42%2.21%3.86%Q4 2014Q3 202336
Veritable, L.P. 3210.01%0.03%0.06%Q4 2013Q2 202335
BANK OF MONTREAL /CAN/ 2420.00%0.02%0.08%Q1 2014Q3 202335
CAHILL FINANCIAL ADVISORS INC 35350.31%0.86%1.14%Q1 2015Q3 202335
PNC FINANCIAL SERVICES GROUP, INC. 2710.00%0.00%0.00%Q2 2013Q1 202334
M&T BANK CORP 1580.00%0.05%0.14%Q4 2014Q3 202333
Corrigan Financial, Inc. 32324.79%7.58%10.62%Q4 2015Q3 202332
JANE STREET GROUP, LLC 2010.00%0.01%0.04%Q1 2014Q1 202332
Citadel Advisors 910.00%0.00%0.01%Q3 2015Q3 202332
SOL Capital Management CO 32320.39%0.98%1.59%Q4 2015Q3 202332
FMR LLC 31310.00%0.01%0.02%Q1 2016Q3 202331
Sequoia Financial Advisors, LLC 2910.01%2.28%8.37%Q4 2013Q3 202330
STERLING INVESTMENT ADVISORS LLC /ADV 29292.99%3.38%3.77%Q3 2016Q3 202329
QS Investors, LLC 2720.00%0.41%1.80%Q4 2013Q1 202129
Private Advisor Group, LLC 1610.00%0.02%0.07%Q1 2014Q3 202327
United Bank 27270.42%2.40%4.49%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
GLENMEDE TRUST CO NA 2510.00%0.01%0.03%Q2 2013Q3 202326
MML INVESTORS SERVICES, LLC 26260.00%0.01%0.04%Q2 2017Q3 202326
STATE STREET CORP 2060.00%0.00%0.01%Q2 2013Q4 201926
MOLLER WEALTH PARTNERS 2060.11%1.02%3.05%Q3 2015Q1 202226
OXFORD FINANCIAL GROUP, LTD. LLC 25250.19%1.42%6.28%Q3 2017Q3 202325
ALLIANCEBERNSTEIN L.P. 25250.00%0.01%0.02%Q3 2017Q3 202325
IFP Advisors, Inc 810.00%0.00%0.06%Q1 2016Q3 202324
VPR Management LLC 24240.73%1.12%2.03%Q4 2017Q3 202324
Hudock, Inc. 1770.00%0.19%1.04%Q3 2017Q3 202324
Brinker Capital Investments, LLC 24240.02%0.21%0.28%Q4 2015Q3 202124
Versant Capital Management, Inc 24240.00%1.25%1.84%Q1 2018Q4 202324
PRINCIPAL FINANCIAL GROUP INC 24240.00%0.01%0.02%Q4 2017Q3 202324
Allen Capital Group, LLC 2030.18%0.39%0.68%Q4 2017Q3 202323
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1110.00%0.00%0.01%Q2 2017Q3 202323
COMMONWEALTH EQUITY SERVICES, LLC 1490.00%0.00%0.01%Q4 2017Q3 202323
Steward Partners Investment Advisory, LLC 1840.00%0.02%0.04%Q1 2018Q3 202322
COLONY GROUP LLC 1290.01%0.09%0.34%Q4 2013Q4 201921
Almanack Investment Partners, LLC. 1020.05%1.82%5.72%Q4 2016Q3 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.17%Q3 2018Q3 202321
Boltwood Capital Management 21210.25%0.51%1.17%Q4 2018Q4 202321
FIFTH THIRD BANCORP 1810.00%0.00%0.00%Q1 2015Q2 202221
Capital Directions Investment Advisors, LLC 1020.02%0.03%0.03%Q2 2017Q4 202220
Global Strategic Investment Solutions, LLC 20200.26%3.52%11.87%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.04%0.12%Q4 2017Q3 202220
US BANCORP \DE\ 1110.00%0.00%0.00%Q4 2013Q3 202320
Old Port Advisors 1810.33%0.87%1.32%Q2 2018Q3 202320
Summit Financial, LLC 20200.22%1.24%4.32%Q4 2018Q3 202320
AdvisorNet Financial, Inc 19190.00%0.00%0.01%Q1 2019Q3 202319
INTERACTIVE FINANCIAL ADVISORS, INC. 910.02%0.04%0.06%Q2 2014Q1 202219
Cambridge Investment Research Advisors, Inc. 820.00%0.01%0.01%Q1 2015Q3 202319
Camarda Financial Advisors, LLC 19190.01%1.61%3.90%Q4 2014Q2 201919
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Barrett Asset Management, LLC 19190.00%0.00%0.00%Q1 2017Q3 202119
NICOLET ADVISORY SERVICES, LLC 19190.04%0.62%3.65%Q1 2019Q3 202319
SAGE RHINO CAPITAL LLC 19190.35%0.41%0.56%Q1 2019Q3 202319
SVB WEALTH LLC 18180.00%0.02%0.09%Q2 2019Q3 202318
STIFEL FINANCIAL CORP 1510.00%0.00%0.01%Q2 2018Q3 202318
BLAIR WILLIAM & CO/IL 1710.00%0.00%0.00%Q3 2018Q3 202318
JNBA Financial Advisors 18180.83%1.28%1.59%Q2 2019Q3 202318
CAPTRUST FINANCIAL ADVISORS 1250.00%0.05%0.09%Q3 2018Q3 202317
WHITTIER TRUST CO OF NEVADA INC 1160.00%0.00%0.02%Q2 2013Q3 202317
MD Financial Management Inc. 17171.46%2.01%2.81%Q4 2017Q4 202117
Cardan Capital Partners, LLC 16160.07%0.09%0.10%Q1 2016Q4 201916
Firestone Capital Management 16160.38%0.48%0.85%Q4 2019Q3 202316
ALESCO ADVISORS LLC 16160.15%0.18%0.20%Q2 2013Q1 201716
Geneos Wealth Management Inc. 1020.00%0.01%0.02%Q3 2018Q3 202315
WHITTIER TRUST CO 960.00%0.01%0.01%Q2 2013Q1 202315
Sandy Spring Bank 1010.00%0.00%0.00%Q1 2018Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
DUFF & PHELPS INVESTMENT MANAGEMENT CO 15150.02%0.03%0.04%Q1 2020Q3 202315
Summit Equities Inc 15152.97%3.86%4.70%Q1 2015Q3 201815
CIBC Private Wealth Group, LLC 1010.00%0.00%0.00%Q3 2017Q3 202315
HighTower Advisors, LLC 1140.00%0.01%0.03%Q2 2013Q3 202315
Jackson Hole Capital Partners, LLC 1230.04%0.05%0.08%Q2 2019Q3 202315
CWM, LLC 1010.00%0.00%0.00%Q1 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
MSI Financial Services Inc 860.00%0.02%0.05%Q2 2013Q4 201614
Garde Capital, Inc. 14140.13%1.67%2.38%Q2 2017Q3 202014
Litman Gregory Wealth Management LLC 1220.05%0.09%0.12%Q1 2020Q3 202314
Money Design Co.,Ltd. 1130.00%0.26%0.70%Q1 2020Q3 202314
Qube Research & Technologies Ltd 910.00%0.01%0.10%Q4 2019Q3 202313
LAKE STREET ADVISORS GROUP, LLC 13130.10%0.35%0.48%Q4 2018Q4 202113
Hirtle Callaghan & Co LLC 13130.01%0.02%0.02%Q3 2020Q3 202313
HUNTINGTON NATIONAL BANK 810.00%0.00%0.00%Q4 2017Q3 202313
Stratos Wealth Partners, LTD. 1010.00%0.01%0.02%Q4 2017Q3 202313
ARCADIA INVESTMENT MANAGEMENT CORP/MI 940.01%0.02%0.03%Q1 2018Q1 202313
Retirement Planning Group, LLC 13130.12%2.57%4.97%Q2 2013Q2 201613
Blue Edge Capital, LLC 1030.38%0.68%1.13%Q1 2018Q3 202313
WFG Advisors, LP 13130.02%0.08%0.11%Q2 2014Q2 201713
Rockefeller Capital Management L.P. 750.00%0.00%0.00%Q4 2019Q3 202312
SMITH, MOORE & CO. 520.04%0.13%0.22%Q1 2016Q2 201912
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 12120.00%0.10%0.16%Q4 2020Q3 202312
STRATEGIC CAPITAL ADVISERS, INC. 930.16%3.85%5.89%Q4 2017Q2 202212
Prairiewood Capital, LLC 12124.72%5.22%6.02%Q4 2020Q3 202312
CX Institutional 12120.04%0.06%0.10%Q1 2020Q4 202212
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 12121.31%2.51%5.37%Q4 2020Q3 202312
Renaissance Technologies 610.00%0.00%0.00%Q4 2017Q3 202212
B. Riley Financial, Inc. 12120.23%0.38%0.58%Q4 2015Q3 201812
J.P. Morgan Private Wealth Advisors LLC 1110.01%0.01%0.03%Q4 2015Q3 202312
BESSEMER GROUP INC 930.00%0.15%0.46%Q2 2018Q3 202312
Equitable Holdings, Inc. 1010.00%0.01%0.04%Q4 2019Q3 202311
Navalign, LLC 11110.36%0.62%0.85%Q1 2021Q3 202311
BROWN ADVISORY INC 1010.00%0.00%0.00%Q4 2014Q4 202111
Lowe Wealth Advisors, LLC 11110.13%0.30%0.43%Q2 2021Q4 202311
Perigon Wealth Management, LLC 1010.04%0.09%0.12%Q3 2011Q3 202311
Carmichael Hill & Associates, Inc. 11110.00%0.01%0.01%Q4 2019Q2 202211
Independence Bank of Kentucky 11110.00%0.00%0.01%Q2 2019Q4 202111
Cerity Partners LLC 11110.01%0.05%0.09%Q4 2020Q2 202311
Parallel Advisors, LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
SIGNATUREFD, LLC 610.00%0.74%6.52%Q1 2014Q3 202311
AMERICAN INTERNATIONAL GROUP, INC. 11110.00%0.00%0.00%Q3 2013Q1 201611
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
DEUTSCHE BANK AG\ 610.00%0.00%0.01%Q4 2018Q3 202311
MERCER GLOBAL ADVISORS INC /ADV 11110.01%0.02%0.03%Q1 2021Q3 202311
Dana Investment Advisors, Inc. 11110.02%0.03%0.04%Q1 2021Q3 202311
Baird Financial Group, Inc. 11110.00%0.01%0.01%Q1 2021Q3 202311
HOWARD FINANCIAL SERVICES, LTD. 10100.07%0.08%0.10%Q2 2021Q3 202310
Tempus Wealth Planning, LLC 910.42%0.89%1.79%Q1 2021Q3 202310
Great Diamond Partners, LLC 10100.35%1.76%3.45%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Archford Capital Strategies, LLC 10100.05%0.42%0.52%Q2 2021Q3 202310
FLPUTNAM INVESTMENT MANAGEMENT CO 910.01%0.01%0.01%Q2 2020Q4 202210
Tradewinds Capital Management, LLC 10100.01%1.70%8.31%Q1 2021Q2 202310
Advisory Services Network, LLC 820.00%0.00%0.00%Q1 2018Q1 202310
D.A. DAVIDSON & CO. 10100.01%0.03%0.04%Q2 2021Q3 202310
CALTON & ASSOCIATES, INC. 910.01%0.13%0.22%Q4 2017Q2 202310
LEGG MASON, INC. 10100.03%3.49%8.32%Q1 2018Q2 202010
Crescent Grove Advisors, LLC 10100.02%0.04%0.05%Q2 2021Q3 202310
Dakota Wealth Management 10100.03%0.24%0.74%Q2 2021Q3 202310
Bristlecone Advisors, LLC 720.08%0.14%0.20%Q2 2018Q3 20239
Dentgroup LLC 990.31%1.90%2.91%Q4 2021Q4 20239
UNITED SERVICES AUTOMOBILE ASSOCIATION 990.02%0.04%0.06%Q2 2013Q2 20159
Selective Wealth Management, Inc. 810.00%0.01%0.01%Q3 2019Q3 20229
CAPITAL ADVISORS INC/OK 310.56%0.66%0.79%Q4 2016Q4 20199
MUFG Americas Holdings Corp 990.00%0.00%0.00%Q3 2020Q3 20229
Sigma Planning Corp 410.01%0.01%0.03%Q3 2018Q1 20229
White Lighthouse Investment Management Inc. 990.15%0.22%0.28%Q4 2017Q4 20199
WESCAP Management Group, Inc. 991.01%2.72%3.24%Q3 2021Q3 20239
Creative Planning 420.00%0.00%0.00%Q3 2014Q3 20239
Professional Financial Advisors, LLC 990.00%0.01%0.01%Q3 2020Q3 20229
B. Riley Wealth Management, Inc. 990.03%0.09%0.14%Q4 2018Q4 20209
Advisors Preferred, LLC 410.01%0.03%0.05%Q4 2016Q4 20229
GFS Advisors, LLC 630.00%0.05%0.08%Q4 2015Q1 20189
STEEL GROVE CAPITAL ADVISORS, LLC 990.05%0.09%0.15%Q1 2016Q1 20189
Benedetti & Gucer, Inc. 880.20%0.29%0.56%Q4 2021Q3 20238
Warren Street Wealth Advisors, LLC 883.85%5.15%6.34%Q4 2021Q3 20238
Hackensack Meridian Health, Inc. 887.22%11.18%13.28%Q4 2021Q3 20238
Merriman Wealth Management, LLC 530.55%0.87%2.30%Q1 2016Q1 20188
OLD MISSION CAPITAL LLC 310.04%0.12%0.41%Q2 2015Q3 20228
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 620.03%0.04%0.06%Q1 2019Q3 20238
SENTINEL TRUST CO LBA 880.22%1.02%1.33%Q1 2021Q4 20228
Landmark Wealth Management, LLC 880.86%1.08%1.46%Q4 2021Q3 20238
J2 Capital Management Inc 880.87%1.27%1.77%Q4 2021Q3 20238
COMMERCE BANK 880.00%0.00%0.00%Q4 2021Q3 20238
MorganRosel Wealth Management, LLC 881.28%2.55%3.38%Q3 2021Q2 20238
Relative Value Partners Group, LLC 880.03%0.05%0.05%Q3 2021Q2 20238
First Command Bank 620.00%0.00%0.00%Q1 2021Q2 20238
Treasure Coast Financial Planning 883.14%3.40%3.90%Q4 2021Q3 20238
Wealthfront Advisers LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Janney Montgomery Scott LLC 510.00%0.01%0.02%Q3 2017Q3 20238
Bank of New York Mellon Corp 880.00%0.00%0.01%Q4 2021Q3 20238
Mariner, LLC 710.00%0.01%0.02%Q3 2016Q3 20238
First Command Financial Services, Inc. 620.00%0.00%0.00%Q1 2021Q2 20238
Ledyard National Bank 880.00%0.15%0.69%Q1 2014Q4 20158
CBIZ Investment Advisory Services, LLC 880.00%0.01%0.04%Q4 2019Q3 20218
BRINKER CAPITAL INC 710.02%0.07%0.36%Q4 2017Q2 20208
PACK Private Wealth, LLC 884.07%4.54%4.85%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
MACQUARIE GROUP LTD 880.00%0.00%0.02%Q4 2021Q3 20238
Capital Advisors Wealth Management, LLC 770.11%1.55%3.30%Q1 2022Q3 20237
PARAMETRIC PORTFOLIO ASSOCIATES LLC 610.00%0.00%0.01%Q1 2015Q1 20227
Heritage Trust Co 770.02%0.02%0.03%Q2 2017Q4 20187
NATIXIS ADVISORS, L.P. 770.02%0.02%0.02%Q1 2022Q3 20237
Asset Dedication, LLC 770.00%0.00%0.00%Q3 2021Q1 20237
FLOW TRADERS U.S. LLC 410.02%0.05%0.10%Q3 2020Q3 20227
FIFTH THIRD SECURITIES, INC. 610.07%0.25%0.41%Q1 2018Q4 20197
Chemistry Wealth Management LLC 770.80%0.89%1.05%Q1 2022Q3 20237
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 770.23%0.26%0.28%Q4 2017Q2 20197
Hedeker Wealth, LLC 770.36%0.58%1.14%Q1 2022Q3 20237
Realta Investment Advisors 770.14%0.16%0.16%Q1 2022Q3 20237
Cetera Investment Advisers 770.00%0.01%0.02%Q1 2022Q3 20237
Financial Advocates Investment Management 770.02%0.02%0.02%Q1 2022Q3 20237
AT Bancorp 610.02%0.02%0.03%Q2 2017Q1 20197
Conservest Capital Advisors, Inc. 770.27%0.37%0.42%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.02%0.05%0.08%Q4 2020Q2 20227
PERRITT CAPITAL MANAGEMENT INC 770.54%0.77%1.07%Q1 2022Q3 20237
Mangham Associates,LLC 770.23%0.60%0.81%Q1 2022Q3 20237
HAP Trading, LLC 320.01%0.10%0.21%Q1 2018Q2 20227
Vigilare Wealth Management 520.12%0.14%0.19%Q4 2021Q4 20237
COBIZ WEALTH, LLC 770.04%0.05%0.05%Q4 2017Q2 20197
TEXAS CAPITAL BANCSHARES INC/TX 770.15%0.19%0.20%Q4 2021Q2 20237
Schechter Investment Advisors, LLC 770.27%0.29%0.34%Q1 2022Q3 20237
Capital Analysts, LLC 510.00%0.01%0.05%Q4 2018Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Richard Bernstein Advisors LLC 660.00%1.44%2.06%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
EVOKE WEALTH, LLC 510.00%0.01%0.02%Q1 2021Q3 20236
HARBOR INVESTMENT ADVISORY, LLC 310.00%0.05%0.10%Q4 2021Q3 20236
Wealth Quarterback LLC 420.03%0.17%0.26%Q4 2019Q3 20216
Orca Investment Management, LLC 661.91%2.45%2.79%Q2 2022Q3 20236
CHOREO, LLC 330.07%0.13%0.16%Q1 2014Q3 20156
Financial Guidance Group, Inc. 662.48%3.17%3.62%Q1 2022Q2 20236
Ballentine Partners, LLC 660.01%0.02%0.04%Q2 2020Q3 20216
NEW ENGLAND SECURITIES CORP /MA/ 660.03%0.05%0.10%Q3 2013Q4 20146
Rye Brook Capital LLC 660.54%0.82%0.94%Q4 2020Q1 20226
Lattice Strategies LLC 330.11%0.31%0.74%Q3 2013Q3 20156
Aptus Capital Advisors, LLC 510.00%0.00%0.00%Q4 2019Q3 20236
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
CoreFirst Bank & Trust 660.00%0.00%0.00%Q4 2020Q1 20226
Laurel Wealth Advisors, Inc. 420.20%0.36%0.61%Q1 2021Q3 20226
BB&T SECURITIES, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
People's United Financial, Inc. 510.00%0.01%0.01%Q2 2016Q4 20176
Roundview Capital LLC 660.05%0.07%0.11%Q1 2021Q2 20226
CI INVESTMENTS INC. 660.00%0.00%0.01%Q2 2022Q3 20236
Fort Sheridan Advisors LLC 660.09%0.23%0.30%Q2 2022Q3 20236
SEI INVESTMENTS CO 510.00%0.00%0.00%Q4 2016Q2 20186
Anson Capital, Inc. 660.74%2.14%3.39%Q2 2022Q3 20236
Sendero Wealth Management, LLC 515.53%6.90%8.00%Q1 2022Q3 20236
Edge Advisors, LLC 660.00%0.01%0.01%Q4 2016Q1 20186
Abacus Planning Group, Inc. 660.14%0.35%0.62%Q4 2018Q1 20206
WOLFF WIESE MAGANA LLC 410.00%0.03%0.08%Q1 2021Q3 20236
BNP PARIBAS FINANCIAL MARKETS 330.00%0.00%0.00%Q4 2021Q3 20236
FIDUCIARY TRUST INTERNATIONAL LLC 510.07%0.27%0.34%Q2 2017Q1 20196
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
FLAGSHIP HARBOR ADVISORS, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
Western Wealth Management, LLC 660.03%0.08%0.10%Q2 2022Q3 20236
Kalos Management, Inc. 661.27%1.53%1.88%Q1 2022Q2 20236
ROPES WEALTH ADVISORS LLC 550.00%0.00%0.00%Q1 2018Q1 20195
Vestmark Advisory Solutions, Inc. 550.01%0.02%0.02%Q1 2022Q1 20235
Venturi Wealth Management, LLC 410.00%0.02%0.03%Q2 2022Q3 20235
Eagle Strategies LLC 410.06%0.08%0.10%Q2 2022Q3 20235
BerganKDV Wealth Management, LLC 410.00%0.00%0.00%Q2 2018Q1 20225
EMERSON INVESTMENT MANAGEMENT, LLC 550.51%1.20%1.54%Q1 2015Q1 20165
RAYMOND JAMES TRUST N.A. 410.01%0.01%0.01%Q1 2022Q3 20235
WINTRUST INVESTMENTS LLC 550.15%0.20%0.26%Q1 2021Q1 20225
Virtu KCG Holdings LLC 320.00%0.01%0.02%Q4 2013Q3 20155
Apeiron RIA LLC 320.10%0.16%0.25%Q4 2021Q1 20235
Hollow Brook Wealth Management LLC 550.10%0.12%0.16%Q1 2022Q1 20235
Mutual Advisors, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
NewEdge Advisors, LLC 410.00%0.00%0.02%Q4 2018Q3 20235
EDMOND DE ROTHSCHILD HOLDING S.A. 550.00%0.00%0.00%Q1 2021Q1 20225
Private Wealth Advisors, LLC 550.67%1.62%2.06%Q4 2018Q4 20195
TRANSCEND CAPITAL ADVISORS, LLC 410.05%0.12%0.15%Q2 2022Q3 20235
Fiera Capital Corp 550.00%0.00%0.00%Q4 2018Q4 20195
Belpointe Asset Management LLC 320.00%0.02%0.04%Q4 2020Q1 20235
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 410.00%0.00%0.00%Q2 2022Q3 20235
1832 Asset Management L.P. 410.03%0.04%0.04%Q1 2022Q3 20235
Wealthcare Advisory Partners LLC 550.01%0.02%0.03%Q3 2022Q3 20235
Interchange Capital Partners, LLC 410.20%0.30%0.36%Q2 2022Q3 20235
Cornerstone Financial Partners, LLC 550.10%0.18%0.24%Q4 2016Q4 20175
Integrated Wealth Management 550.00%0.00%0.00%Q2 2015Q2 20165
Brio Consultants, LLC 550.09%0.11%0.12%Q3 2022Q3 20235
MYCIO WEALTH PARTNERS, LLC 320.00%0.00%0.01%Q3 2015Q4 20195
Ruggie Capital Group 550.00%0.00%0.00%Q1 2016Q1 20175
Donoghue Forlines LLC 550.40%0.73%0.99%Q3 2021Q3 20225
BROWN BROTHERS HARRIMAN & CO 550.00%0.00%0.00%Q1 2022Q1 20235
FDx Advisors, Inc. 410.01%0.02%0.02%Q2 2022Q3 20235
Reitz Capital Advisors LLC 551.18%1.39%1.64%Q4 2018Q4 20195
Long Wharf Investors, Inc. 550.84%1.93%2.64%Q2 2013Q2 20145
WFA Asset Management Corp 550.02%0.02%0.02%Q3 2022Q3 20235
Ferris Capital, LLC 550.00%0.00%0.01%Q1 2018Q1 20195
Tradition Wealth Management, LLC 410.00%0.00%0.01%Q4 2020Q2 20235
Visionary Wealth Advisors 550.05%0.05%0.06%Q3 2022Q3 20235
Key FInancial Inc 550.01%0.01%0.01%Q3 2022Q3 20235
Patriot Financial Group Insurance Agency, LLC 410.00%0.01%0.01%Q1 2020Q4 20215
Advisory Alpha, LLC 310.00%0.00%0.01%Q1 2019Q3 20205
IndexIQ Advisors LLC 440.01%0.04%0.11%Q2 2021Q1 20224
Financial Gravity Asset Management, Inc. 310.00%0.27%0.56%Q1 2018Q1 20194
AXXCESS WEALTH MANAGEMENT, LLC 440.03%0.04%0.04%Q2 2022Q1 20234
Bensler, LLC 440.42%0.44%0.47%Q2 2022Q1 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Moss Adams Wealth Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
TKG Advisors, LLC 440.19%0.20%0.21%Q4 2022Q3 20234
Blue Trust, Inc. 440.00%0.00%0.01%Q3 2022Q2 20234
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.01%Q2 2019Q3 20224
TD Capital Management LLC 440.01%0.01%0.02%Q3 2022Q2 20234
TimeScale Financial, Inc. 440.00%0.02%0.04%Q2 2019Q1 20204
CornerStone Partners LLC 446.73%7.87%8.88%Q4 2019Q3 20204
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q4 2014Q3 20224
Stone House Investment Management, LLC 310.04%0.04%0.05%Q1 2019Q3 20234
OKABENA INVESTMENT SERVICES INC 440.00%0.01%0.01%Q4 2022Q3 20234
INSIGHT 2811, INC. 440.24%0.25%0.26%Q2 2022Q1 20234
Newbridge Financial Services Group, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Cetera Advisors LLC 210.00%0.01%0.03%Q1 2019Q1 20234
Permanens Capital L.P. 440.01%0.01%0.01%Q1 2019Q4 20194
Worth Financial Advisory Group, LLC 440.33%0.39%0.52%Q4 2022Q3 20234
BARCLAYS PLC 210.00%0.00%0.00%Q4 2014Q3 20214
Mayfair Advisory Group, LLC 440.28%0.31%0.32%Q2 2022Q1 20234
Horrell Capital Management, Inc. 440.00%0.00%0.00%Q2 2014Q1 20154
BBR PARTNERS, LLC 310.03%0.03%0.04%Q2 2019Q2 20204
Farther Finance Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Cetera Advisor Networks LLC 210.00%0.01%0.02%Q2 2020Q3 20234
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.00%Q2 2017Q2 20224
WASHINGTON TRUST Co 440.00%0.00%0.00%Q4 2022Q3 20234
PATRON PARTNERS, LLC 440.26%0.26%0.26%Q2 2022Q1 20234
Integrated Wealth Concepts LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Carroll Financial Associates, Inc. 440.00%0.03%0.07%Q1 2019Q4 20194
Financial Engines Advisors L.L.C. 310.00%0.00%0.00%Q3 2021Q4 20224
Mascoma Wealth Management LLC 310.00%0.04%0.12%Q2 2018Q2 20214
Transform Wealth, LLC 440.03%0.04%0.06%Q4 2022Q3 20234
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q1 2022Q3 20234
CARDIFF PARK ADVISORS, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
LEVEL FOUR ADVISORY SERVICES, LLC 330.01%0.02%0.03%Q4 2022Q2 20233
DB Wealth Management Group, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
Crewe Advisors LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Millburn Ridgefield Corp 330.00%0.00%0.00%Q2 2021Q4 20213
AGF INVESTMENTS INC. 330.01%0.01%0.01%Q4 2016Q2 20173
Cassady Schiller Wealth Management, LLC 330.10%0.12%0.14%Q1 2023Q3 20233
STEPH & CO 210.05%0.75%1.46%Q4 2019Q3 20233
AMG National Trust Bank 330.11%0.16%0.20%Q1 2023Q3 20233
Empowered Funds, LLC 330.19%0.20%0.22%Q4 2020Q2 20213
Cornerstone Planning Group LLC 210.01%0.01%0.01%Q4 2022Q3 20233
U S GLOBAL INVESTORS INC 330.12%0.21%0.26%Q4 2017Q2 20183
Sound Income Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
FourThought Financial, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Snowden Capital Advisors LLC 330.01%0.01%0.02%Q1 2023Q3 20233
CREDIT SUISSE AG/ 210.00%0.00%0.00%Q4 2019Q3 20213
LifePlan Financial Group, Inc 330.01%0.01%0.01%Q3 2013Q1 20143
Hochman Cole Investment Advisors, Inc. 330.17%0.17%0.18%Q1 2018Q3 20183
CREATIVE FINANCIAL DESIGNS INC /ADV 330.00%0.00%0.00%Q1 2018Q3 20183
NEXT Financial Group, Inc 110.00%0.02%0.04%Q3 2014Q3 20213
KEATING INVESTMENT COUNSELORS INC 330.09%0.10%0.11%Q1 2023Q3 20233
Clarus Wealth Advisors 330.01%0.01%0.02%Q3 2018Q1 20193
MILLENNIUM MANAGEMENT LLC 330.00%0.00%0.00%Q4 2014Q2 20153
Tarbox Family Office, Inc. 210.00%0.00%0.00%Q2 2019Q2 20203
Cutler Group LLC / CA 110.00%0.00%0.00%Q4 2015Q3 20173
Kistler-Tiffany Companies, LLC 210.01%0.01%0.01%Q4 2017Q2 20233
Ausdal Financial Partners, Inc. 330.82%0.84%0.86%Q1 2018Q3 20183
INGALLS & SNYDER LLC 330.03%0.03%0.03%Q1 2023Q3 20233
First PREMIER Bank 330.02%0.02%0.02%Q1 2023Q3 20233
Commonwealth Equity Services, Inc 330.00%0.00%0.00%Q1 2017Q3 20173
Regis Acquisition Inc. 330.15%0.60%1.11%Q1 2023Q3 20233
HHM Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Jacobi Capital Management LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Regis Management CO LLC 330.17%0.23%0.30%Q1 2023Q3 20233
SG Americas Securities, LLC 210.00%0.02%0.05%Q2 2016Q2 20173
Jane Street Holding, LLC 330.04%0.10%0.18%Q2 2013Q4 20133
Atria Wealth Solutions, Inc. 210.00%0.01%0.01%Q1 2022Q1 20233
Hall Kathryn A. 331.04%2.44%5.18%Q4 2016Q2 20173
Independent Order of Foresters 330.13%0.14%0.15%Q1 2023Q3 20233
Lindbrook Capital, LLC 210.00%0.01%0.01%Q1 2022Q4 20223
Capital Asset Advisory Services LLC 330.01%0.02%0.03%Q4 2019Q2 20203
First Capital Advisors Group, LLC. 330.01%0.47%0.74%Q4 2022Q2 20233
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
Virtu Financial LLC 110.01%0.03%0.04%Q3 2017Q3 20223
Delek Group, Ltd. 330.03%0.04%0.04%Q4 2017Q2 20183
Sightline Wealth Advisors, LLC 330.23%0.43%0.57%Q4 2021Q2 20223
Astoria Portfolio Advisors LLC. 330.08%0.09%0.11%Q4 2022Q2 20233
BOSTON FINANCIAL MANGEMENT LLC 330.51%0.53%0.55%Q2 2016Q4 20163
Essex Savings Bank 330.02%0.02%0.02%Q4 2018Q2 20193
Tower View Wealth Management LLC 330.00%0.00%0.00%Q3 2018Q1 20193
Mirae Asset Global Investments Co., Ltd. 110.07%0.11%0.15%Q2 2012Q4 20133
Beaumont Financial Partners, LLC 330.55%0.83%1.06%Q4 2020Q2 20213
Winfield Associates, Inc. 330.00%0.00%0.00%Q4 2013Q2 20143
SkyView Investment Advisors, LLC 220.27%0.28%0.30%Q4 2022Q1 20232
Simplicity Solutions, LLC 220.02%0.02%0.03%Q2 2023Q3 20232
CGC Financial Services, LLC 220.19%0.20%0.21%Q2 2023Q3 20232
TORONTO DOMINION BANK 220.01%0.01%0.01%Q4 2017Q1 20182
Strategic Wealth Partners, Ltd. 220.06%0.73%1.41%Q1 2018Q2 20182
Colonial Trust Co / SC 220.00%0.00%0.00%Q2 2023Q3 20232
EXCHANGE TRADED CONCEPTS, LLC 110.00%0.01%0.01%Q2 2022Q3 20232
IHT Wealth Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
MARSHALL WACE, LLP 110.00%0.00%0.01%Q3 2021Q1 20222
OneAscent Financial Services LLC 220.32%0.44%0.55%Q2 2023Q3 20232
Freedom Investment Management, Inc. 220.28%0.31%0.34%Q1 2018Q2 20182
Moran Wealth Management, LLC 220.36%0.36%0.36%Q4 2022Q1 20232
DUNCKER STREETT & CO INC 220.01%0.01%0.01%Q2 2023Q3 20232
Cresset Asset Management, LLC 110.00%0.03%0.06%Q1 2019Q3 20192
Trexquant Investment LP 110.01%0.01%0.01%Q2 2022Q2 20232
Friedenthal Financial 110.47%0.61%0.74%Q4 2016Q2 20182
Jentner Corp 220.19%0.19%0.20%Q2 2017Q3 20172
CENTRAL TRUST Co 110.00%0.00%0.01%Q4 2019Q2 20222
CreativeOne Wealth, LLC 220.01%0.01%0.02%Q4 2022Q1 20232
SATOVSKY ASSET MANAGEMENT LLC 222.21%2.34%2.48%Q2 2023Q3 20232
Global Retirement Partners, LLC 110.00%0.00%0.01%Q3 2021Q1 20232
Caption Management, LLC 220.17%0.23%0.30%Q1 2018Q2 20182
ONE PLUS ONE WEALTH MANAGEMENT, LLC 220.15%0.16%0.17%Q2 2023Q3 20232
HOWE & RUSLING INC 110.00%0.00%0.00%Q1 2021Q1 20222
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CORBETT ROAD CAPITAL MANAGEMENT, LLC 220.04%0.04%0.04%Q2 2020Q3 20202
Alliance Wealth Management Group 220.13%0.23%0.33%Q1 2018Q2 20182
Valeo Financial Advisors, LLC 110.01%0.01%0.02%Q2 2018Q1 20192
STRINGER ASSET MANAGEMENT, LLC 114.26%4.68%5.09%Q4 2017Q1 20222
BINGHAM OSBORN & SCARBOROUGH LLC 220.02%0.03%0.03%Q3 2015Q4 20152
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q2 2018Q1 20202
MATHER GROUP, LLC. 220.01%0.01%0.01%Q2 2023Q3 20232
SILVER OAK SECURITIES, INCORPORATED 220.15%0.16%0.17%Q4 2022Q1 20232
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 220.07%0.07%0.07%Q2 2013Q3 20132
S. R. Schill & Associates 220.17%0.47%0.77%Q1 2019Q2 20192
Sage Capital Advisors,llc 220.29%0.30%0.30%Q1 2018Q2 20182
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
AIFG Consultants Ltd. 220.24%1.75%3.27%Q4 2022Q1 20232
Gunma Bank,Ltd. 221.03%1.48%1.92%Q3 2022Q4 20222
CoreCap Advisors, LLC 110.01%0.01%0.01%Q2 2022Q4 20222
Jaffetilchin Investment Partners, LLC 220.77%0.78%0.80%Q1 2014Q2 20142
OPPENHEIMER & CO INC 220.01%0.01%0.01%Q1 2018Q2 20182
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2021Q3 20212
Foundations Investment Advisors, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Keystone Financial Group 220.04%0.04%0.04%Q2 2023Q3 20232
Brendel Financial Advisors LLC 220.49%0.49%0.49%Q1 2022Q2 20222
Premia Global Advisors, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Financial Management Professionals, Inc. 220.06%0.07%0.07%Q2 2013Q3 20132
BANK OF NOVA SCOTIA 220.01%0.01%0.01%Q2 2022Q3 20222
PARK AVENUE SECURITIES LLC 110.01%0.02%0.03%Q1 2023Q3 20232
New England Capital Financial Advisors LLC 220.03%0.03%0.03%Q4 2022Q1 20232
Pathway Financial Advisors LLC 220.12%0.12%0.12%Q3 2018Q4 20182
Financial Gravity Companies, Inc. 110.00%0.28%0.56%Q1 2018Q4 20182
New Republic Capital, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
GW&K Investment Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Kingsview Wealth Management, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Balentine LLC 110.00%0.00%0.00%Q3 2021Q3 20222
Hoover Financial Advisors, Inc. 220.00%0.00%0.01%Q2 2020Q3 20202
FAIRFIELD, BUSH & CO. 110.00%0.00%0.01%Q2 2022Q2 20232
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
Capital Bank & Trust Co 220.00%0.00%0.00%Q4 2020Q1 20212
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.45%1.08%1.70%Q2 2013Q3 20132
Laird Norton Wetherby Trust Company, LLC 220.03%0.03%0.03%Q3 2021Q4 20212
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2018Q3 20182
Plante Moran Financial Advisors, LLC 110.00%0.00%0.01%Q4 2018Q3 20232
Capital Investment Advisory Services, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
SMITH SHELLNUT WILSON LLC /ADV 220.02%0.02%0.02%Q1 2019Q2 20192
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Concert Wealth Management Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
Alhambra Investment Management LLC 111.00%1.00%1.00%Q2 2020Q2 20201
FIRST HAWAIIAN BANK 110.01%0.01%0.01%Q1 2022Q1 20221
Addison Capital Co 110.17%0.17%0.17%Q3 2023Q3 20231
MOORE CAPITAL MANAGEMENT, LP 110.01%0.01%0.01%Q1 2022Q1 20221
Quent Capital, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Hilltop Holdings Inc. 110.46%0.46%0.46%Q1 2022Q1 20221
FineMark National Bank & Trust 110.00%0.00%0.00%Q3 2016Q3 20161
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Gemmer Asset Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CLEAR STREET MARKETS LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Krilogy Financial LLC 110.13%0.13%0.13%Q1 2023Q1 20231
Headlands Technologies LLC 110.00%0.00%0.00%Q1 2023Q1 20231
FIDUCIENT ADVISORS LLC 110.11%0.11%0.11%Q3 2023Q3 20231
AlphaCore Capital LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Wealth Alliance Advisory Group, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
EWG Elevate Inc. 110.55%0.55%0.55%Q1 2022Q1 20221
American Trust 110.15%0.15%0.15%Q3 2022Q3 20221
Heritage Financial Services, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Burt Wealth Advisors 110.00%0.00%0.00%Q4 2016Q4 20161
Towercrest Capital Management 110.07%0.07%0.07%Q2 2018Q2 20181
RE Dickinson Investment Advisors, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
IFG Advisory, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
HANSEATIC MANAGEMENT SERVICES INC 110.01%0.01%0.01%Q4 2013Q4 20131
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Clearview Wealth Advisors LLC 110.00%0.00%0.00%Q2 2021Q2 20211
ROCKEFELLER FINANCIAL SERVICES INC 110.01%0.01%0.01%Q2 2016Q2 20161
1ST SOURCE BANK 110.01%0.01%0.01%Q1 2022Q1 20221
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
KANALY TRUST CO 110.00%0.00%0.00%Q4 2016Q4 20161
Weatherstone Capital Management 110.47%0.47%0.47%Q4 2018Q4 20181
Sterling Investment Advisors, Ltd. 110.02%0.02%0.02%Q2 2022Q2 20221
Arlington Financial Advisors, LLC 110.40%0.40%0.40%Q4 2019Q4 20191
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Southland Equity Partners LLC 110.16%0.16%0.16%Q3 2021Q3 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
LBA Wealth Management, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
BALLAST ADVISORS LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Financial Insights, Inc. 110.16%0.16%0.16%Q4 2022Q4 20221
Trifecta Capital Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q4 2016Q4 20161
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
SCHRODER INVESTMENT MANAGEMENT GROUP 110.02%0.02%0.02%Q2 2022Q2 20221
STRATEGIC INVESTMENT MANAGEMENT, LLC 112.32%2.32%2.32%Q4 2019Q4 20191
Tolleson Wealth Management, Inc. 110.17%0.17%0.17%Q3 2023Q3 20231
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q2 20221
McAdam, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
PATHSTONE FAMILY OFFICE, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TRUEWEALTH LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Crabel Capital Management, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q3 2023Q3 20231
FIRST INTERSTATE BANK 110.02%0.02%0.02%Q1 2023Q1 20231
Norway Savings Bank 110.00%0.00%0.00%Q3 2019Q3 20191
Heritage Wealth Advisors 110.00%0.00%0.00%Q1 2023Q1 20231
Castle Rock Wealth Management, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
Ground Swell Capital, LLC 110.17%0.17%0.17%Q2 2014Q2 20141
Atlas Private Wealth Advisors 110.01%0.01%0.01%Q1 2021Q1 20211
Privium Fund Management (UK) Ltd 110.66%0.66%0.66%Q1 2021Q1 20211
Kestra Advisory Services, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
BESSEMER SECURITIES LLC 117.19%7.19%7.19%Q3 2022Q3 20221
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Koshinski Asset Management, Inc. 110.04%0.04%0.04%Q2 2022Q2 20221
Manchester Capital Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Haverford Trust Co 110.01%0.01%0.01%Q3 2021Q3 20211
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.00%0.00%0.00%Q1 2020Q1 20201
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Ellevest, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
ALTFEST L J & CO INC 111.18%1.18%1.18%Q1 2022Q1 20221
Walleye Capital LLC 110.02%0.02%0.02%Q2 2022Q2 20221
BOK Financial Private Wealth, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Princeton Global Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Alpha Cubed Investments, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Global Trust Asset Management, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Intrua Financial, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
Legacy Advisors, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Gladstone Institutional Advisory LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Lee Financial Co 110.01%0.01%0.01%Q4 2021Q4 20211
CWA Asset Management Group, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Crosspoint Capital Strategies, LLC 110.07%0.07%0.07%Q4 2015Q4 20151
OLD MISSION CAPITAL, LLC 110.03%0.03%0.03%Q4 2016Q4 20161
Geneva Advisors, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
CORDA Investment Management, LLC. 111.70%1.70%1.70%Q3 2015Q3 20151
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Claraphi Advisory Network, LLC 110.52%0.52%0.52%Q4 2022Q4 20221
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
VICTORY CAPITAL MANAGEMENT INC 110.02%0.02%0.02%Q4 2022Q4 20221
Next Level Private LLC 110.85%0.85%0.85%Q2 2022Q2 20221
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.19%0.19%0.19%Q3 2021Q3 20211
Signature Financial Management, Inc. 110.22%0.22%0.22%Q4 2013Q4 20131
Strategic Advocates LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q3 2022Q3 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.18%0.18%0.18%Q2 2018Q2 20181
TD Ameritrade Trust Co 112.98%2.98%2.98%Q2 2013Q2 20131
ASSOCIATED BANC-CORP 110.00%0.00%0.00%Q4 2020Q4 20201
MACKENZIE FINANCIAL CORP 110.01%0.01%0.01%Q4 2016Q4 20161
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q3 2021Q3 20211
Community Bank, N.A. 110.00%0.00%0.00%Q1 2019Q1 20191
Polaris Wealth Advisory Group, LLC 112.71%2.71%2.71%Q2 2014Q2 20141
Pinnacle Summer Investments, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Loveless Wealth Management LLC 110.20%0.20%0.20%Q4 2019Q4 20191
Live Your Vision, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
ASSETMARK, INC 110.00%0.00%0.00%Q1 2021Q1 20211
RS INVESTMENT MANAGEMENT CO LLC 110.06%0.06%0.06%Q4 2013Q4 20131
AE Wealth Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Sharkey, Howes & Javer 110.01%0.01%0.01%Q4 2017Q4 20171
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q1 2022Q1 20221
BSW Wealth Partners 110.20%0.20%0.20%Q2 2013Q2 20131
Sage Mountain Advisors LLC 110.14%0.14%0.14%Q4 2021Q4 20211
GSB Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Ten Capital Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
PRUDENTIAL FINANCIAL INC 110.00%0.00%0.00%Q4 2021Q4 20211
Grove Bank & Trust 110.01%0.01%0.01%Q3 2023Q3 20231
Gould Capital, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
SHEPHERD KAPLAN KROCHUK, LLC 110.33%0.33%0.33%Q4 2022Q4 20221
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.