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 1510.00%0.00%0.01%Q2 2013Q3 202355
Tortoise Investment Management, LLC 44440.15%0.32%0.54%Q4 2012Q3 202344
MARTIN & CO INC /TN/ 42420.31%0.55%0.86%Q2 2013Q3 202342
ALESCO ADVISORS LLC 42420.04%0.19%0.39%Q2 2013Q3 202342
Transamerica Financial Advisors, Inc. 42420.44%0.78%1.96%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
Camelot Portfolios, LLC 42420.14%0.48%1.09%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.01%0.02%0.04%Q2 2013Q3 202342
TWIN FOCUS CAPITAL PARTNERS, LLC 42420.23%1.15%9.40%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
WHITE PINE CAPITAL LLC 42420.06%0.22%1.74%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.01%0.08%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.02%0.06%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.14%Q2 2013Q3 202342
First Horizon Advisors, Inc. 41410.01%0.03%0.04%Q3 2013Q3 202341
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 28130.07%0.24%0.50%Q2 2013Q3 202341
Creative Planning 3350.00%0.16%0.47%Q1 2014Q3 202340
US BANCORP \DE\ 40400.00%0.00%0.00%Q4 2013Q3 202340
BANK OF MONTREAL /CAN/ 3720.00%0.00%0.00%Q4 2013Q3 202339
Advisory Services Network, LLC 27120.02%0.09%0.33%Q4 2013Q3 202339
MASSMUTUAL TRUST CO FSB/ADV 2990.01%0.08%0.46%Q2 2014Q4 202338
Allworth Financial LP 37370.00%0.10%1.33%Q3 2014Q3 202337
Regal Investment Advisors LLC 37370.01%0.09%0.52%Q3 2014Q3 202337
Checchi Capital Advisers, LLC 36360.05%0.14%0.32%Q4 2014Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
IndexIQ Advisors LLC 36360.05%0.65%2.12%Q2 2013Q1 202236
CIBC WORLD MARKET INC. 35350.00%0.00%0.01%Q1 2015Q3 202335
Pure Financial Advisors, LLC 2240.08%0.20%0.27%Q1 2014Q4 202335
CITIGROUP INC 3310.00%0.00%0.01%Q2 2013Q4 202134
RAYMOND JAMES & ASSOCIATES 1910.00%0.03%0.09%Q2 2013Q3 202334
BLAIR WILLIAM & CO/IL 2390.00%0.01%0.06%Q2 2013Q3 202332
Asset Dedication, LLC 32320.00%0.23%0.60%Q4 2015Q3 202332
Texas Yale Capital Corp. 32320.04%0.11%0.31%Q4 2015Q3 202332
WEALTHCARE CAPITAL MANAGEMENT LLC 2510.02%0.03%0.05%Q1 2014Q3 202332
Bank of New York Mellon Corp 1410.00%0.00%0.00%Q2 2013Q3 202332
WESCAP Management Group, Inc. 31310.42%0.85%1.49%Q1 2016Q3 202331
Wealthcare Advisory Partners LLC 30300.03%0.08%0.18%Q2 2016Q3 202330
Mariner, LLC 1460.01%0.11%1.88%Q2 2013Q3 202330
AMERIPRISE FINANCIAL INC 2210.00%0.00%0.00%Q2 2013Q3 202329
Kalos Management, Inc. 2530.02%0.56%1.20%Q4 2015Q2 202328
Raymond James Financial Services Advisors, Inc. 28280.00%0.00%0.01%Q4 2015Q3 202228
JPMORGAN CHASE & CO 2080.00%0.00%0.00%Q4 2015Q3 202328
First Command Bank 27270.00%0.00%0.00%Q4 2016Q2 202327
First Command Financial Services, Inc. 27270.00%0.00%0.00%Q4 2016Q2 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.04%Q2 2013Q4 201927
SYNOVUS FINANCIAL CORP 16100.00%0.00%0.00%Q2 2013Q2 202026
IFP Advisors, Inc 1440.00%0.00%0.01%Q4 2015Q4 202226
AXA S.A. 26260.01%0.01%0.01%Q2 2013Q3 201926
UNITED SERVICES AUTOMOBILE ASSOCIATION 25250.02%0.03%0.06%Q2 2013Q2 201925
OneDigital Investment Advisors LLC 2050.05%0.76%2.06%Q2 2017Q3 202325
STIFEL FINANCIAL CORP 2410.00%0.01%0.02%Q3 2014Q3 202125
JANE STREET GROUP, LLC 810.00%0.02%0.09%Q1 2014Q2 202325
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 24240.00%0.01%0.03%Q3 2014Q2 202024
MainStreet Investment Advisors LLC 24240.03%0.06%0.11%Q4 2017Q3 202324
Global Retirement Partners, LLC 1520.00%0.00%0.01%Q4 2016Q3 202324
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1860.16%0.77%1.25%Q4 2014Q3 202324
WRAPMANAGER INC 1770.06%0.11%0.14%Q4 2015Q1 202224
Kohmann Bosshard Financial Services, LLC 2120.05%1.11%1.71%Q4 2016Q3 202223
BUCKINGHAM STRATEGIC WEALTH, LLC 23230.01%0.03%0.11%Q1 2018Q3 202323
MML INVESTORS SERVICES, LLC 1480.00%0.00%0.01%Q1 2018Q3 202322
PNC FINANCIAL SERVICES GROUP, INC. 1620.00%0.00%0.00%Q2 2013Q3 202322
GOLDMAN SACHS GROUP INC 1610.00%0.00%0.00%Q1 2012Q1 202222
Brown Advisory Securities, LLC 22220.05%0.18%0.34%Q2 2013Q3 201822
Patriot Financial Group Insurance Agency, LLC 2110.00%0.00%0.01%Q4 2016Q2 202222
Cassaday & Co Inc. 1310.00%0.35%3.43%Q4 2014Q4 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.02%Q3 2018Q3 202321
Geneos Wealth Management Inc. 21210.00%0.02%0.26%Q3 2016Q3 202121
Ballentine Partners, LLC 1830.02%0.12%0.25%Q4 2014Q1 202021
BlackRock Inc. 1560.00%0.00%0.00%Q4 2015Q4 202221
American Portfolios Advisors 20200.00%0.00%0.02%Q4 2017Q3 202220
HUNTINGTON NATIONAL BANK 1820.00%0.00%0.00%Q3 2018Q3 202320
Citadel Advisors 710.00%0.00%0.01%Q3 2014Q2 202220
Prestige Wealth Management Group LLC 20200.00%0.08%0.48%Q4 2018Q3 202320
Omega Financial Group, LLC 20200.25%0.58%0.95%Q4 2018Q3 202320
Great Point Wealth Advisors, LLC 20201.27%1.84%2.40%Q4 2018Q3 202320
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.00%0.01%0.01%Q3 2018Q3 202319
FMR LLC 1220.00%0.00%0.00%Q3 2018Q3 202319
Investors Research Corp 19190.00%0.00%0.00%Q1 2019Q3 202319
NEXT Financial Group, Inc 610.00%0.00%0.00%Q3 2014Q4 202119
Cambridge Investment Research Advisors, Inc. 1180.00%0.00%0.01%Q2 2017Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
HANCOCK WHITNEY CORP 510.01%0.03%0.06%Q1 2016Q3 202319
Parallel Advisors, LLC 1210.00%0.01%0.03%Q1 2017Q3 202219
GLENMEDE TRUST CO NA 18180.00%0.00%0.00%Q2 2013Q3 201718
RPg Family Wealth Advisory, LLC 1080.57%0.97%1.19%Q1 2019Q3 202318
B. Riley Wealth Management, Inc. 1620.00%0.49%1.37%Q1 2015Q2 202218
First Allied Advisory Services, Inc. 1110.00%0.07%0.19%Q2 2013Q3 201918
OLD MISSION CAPITAL LLC 410.01%0.08%0.37%Q1 2015Q3 202317
VICTORY CAPITAL MANAGEMENT INC 17170.01%0.01%0.01%Q3 2019Q3 202317
SEI INVESTMENTS CO 1120.00%0.00%0.00%Q2 2015Q3 202317
SMITH, MOORE & CO. 1510.08%0.11%0.24%Q1 2016Q3 202316
Merriman Wealth Management, LLC 720.11%0.34%0.74%Q3 2013Q4 202116
Aptus Capital Advisors, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
RAND WEALTH, LLC 16160.04%0.09%0.13%Q4 2014Q3 201816
COMMONWEALTH EQUITY SERVICES, LLC 620.00%0.00%0.00%Q4 2017Q3 202316
Financial Strategies Group, Inc. 16160.55%0.64%0.71%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.03%0.04%0.06%Q4 2019Q3 202316
BARCLAYS PLC 1010.00%0.01%0.01%Q2 2013Q3 202116
Outlook Wealth Advisors, LLC 1150.08%0.14%0.45%Q4 2018Q4 202216
Capital Analysts, LLC 16160.00%0.01%0.07%Q4 2012Q3 201616
AdvisorNet Financial, Inc 1230.00%0.00%0.01%Q4 2017Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.03%Q2 2013Q4 201615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 910.00%0.00%0.00%Q2 2014Q3 202315
Apella Capital, LLC 1230.11%0.19%0.33%Q1 2020Q4 202315
AE Wealth Management LLC 1320.00%0.01%0.01%Q4 2019Q3 202315
Walkner Condon Financial Advisors LLC 870.30%0.47%0.86%Q4 2019Q3 202315
M&T BANK CORP 1210.00%0.02%0.03%Q3 2014Q1 202015
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
N.E.W. Advisory Services LLC 1411.14%1.59%2.07%Q4 2019Q3 202315
Disciplined Investments, LLC 15150.00%0.01%0.02%Q4 2019Q2 202315
Relaxing Retirement Coach 15150.17%2.11%2.97%Q4 2017Q2 202115
Rehmann Capital Advisory Group 1410.02%0.03%0.08%Q2 2011Q3 202315
HIGH POINT BANK & TRUST CO 15150.01%0.38%0.90%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
VISTA INVESTMENT MANAGEMENT 1130.13%0.70%1.04%Q4 2017Q3 202314
Retirement Planning Group, LLC 14140.08%0.74%1.04%Q2 2013Q3 201614
INNEALTA CAPITAL, LLC 14141.00%1.59%3.21%Q4 2018Q1 202214
Continuum Advisory, LLC 13130.44%0.70%0.89%Q1 2017Q1 202013
Hexagon Capital Partners LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
WP Advisors, LLC 13130.99%1.49%2.12%Q4 2016Q4 201913
PRIVATE TRUST CO NA 760.00%0.01%0.02%Q1 2013Q3 202313
CABOT WEALTH MANAGEMENT INC 12120.18%0.27%0.33%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Choate Investment Advisors 12120.02%0.67%1.73%Q2 2013Q1 201612
Falcon Wealth Planning 12120.05%0.11%0.20%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Clark Capital Management Group, Inc. 840.01%0.03%0.06%Q2 2017Q2 202112
Global Financial Private Capital, Inc 12120.00%0.13%0.17%Q1 2017Q4 201912
180 WEALTH ADVISORS, LLC 12120.08%0.11%0.13%Q4 2020Q3 202312
Essex Financial Services, Inc. 1010.03%0.05%0.08%Q2 2017Q3 202312
LifePlan Financial Group, Inc 11110.00%0.00%0.02%Q1 2018Q3 202011
AVIVA PLC 11110.03%0.05%0.06%Q2 2016Q4 201811
4Thought Financial Group Inc. 11110.02%0.03%0.06%Q1 2021Q3 202311
Cresset Asset Management, LLC 920.00%0.00%0.01%Q4 2018Q3 202311
Financial Advocates Investment Management 920.05%0.12%0.22%Q4 2017Q3 202311
Spire Wealth Management 11110.01%0.02%0.02%Q1 2021Q3 202311
Madden Advisory Services, Inc. 710.00%0.02%0.04%Q2 2013Q1 201710
KINGS POINT CAPITAL MANAGEMENT 10100.01%0.04%0.05%Q2 2013Q3 201510
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 10100.00%0.28%0.77%Q2 2013Q3 201510
Virtu KCG Holdings LLC 510.00%0.02%0.05%Q3 2013Q1 201710
ACCURATE INVESTMENT SOLUTIONS, INC. 10100.01%0.04%0.06%Q4 2017Q1 202010
Freestone Capital Holdings, LLC 820.00%0.20%0.75%Q2 2018Q4 202010
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
Manchester Capital Management LLC 10100.00%0.00%0.00%Q2 2019Q3 202110
PALLADIUM PARTNERS LLC 10100.03%0.28%0.68%Q2 2013Q3 201510
Sowell Financial Services LLC 730.00%0.01%0.04%Q3 2019Q3 202310
STATE STREET CORP 910.00%0.00%0.00%Q3 2014Q1 201810
Crestone Asset Management LLC 10100.40%0.88%1.15%Q2 2021Q3 202310
Klingman & Associates, LLC 10100.08%0.10%0.11%Q4 2016Q1 201910
FLOW TRADERS U.S. LLC 210.01%0.06%0.23%Q2 2016Q2 20239
Paracle Advisors, LLC 540.06%0.07%0.08%Q4 2018Q1 20219
Professional Financial Advisors, LLC 990.01%0.01%0.02%Q3 2020Q3 20229
Goodwin Investment Advisory 990.00%0.06%0.11%Q4 2020Q4 20229
Capital Investment Advisory Services, LLC 630.00%0.00%0.01%Q2 2021Q3 20239
CAPE ANN SAVINGS BANK 990.31%0.46%0.72%Q3 2014Q3 20169
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 990.93%28.49%54.82%Q4 2016Q4 20189
FINANCIAL CONSULATE, INC 810.17%0.22%0.25%Q4 2014Q3 20189
BROWN ADVISORY INC 990.00%0.00%0.00%Q2 2013Q2 20159
Daiwa SB Investments Ltd. 990.01%0.02%0.04%Q3 2016Q3 20189
Kathleen S. Wright Associates Inc. 880.55%0.76%0.82%Q4 2021Q3 20238
CONNABLE OFFICE INC 880.12%0.32%0.51%Q2 2013Q1 20158
Rise Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Clearstead Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Marion Wealth Management 880.44%0.47%0.55%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.61%0.74%0.82%Q4 2021Q3 20238
CT Financial Advisors LLC 710.01%0.01%0.01%Q1 2014Q2 20168
Lattice Strategies LLC 880.14%0.53%0.80%Q2 2013Q1 20158
CarsonAllaria Wealth Management, Ltd. 881.58%1.80%2.24%Q4 2021Q3 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q1 2019Q4 20208
MGO ONE SEVEN LLC 410.00%0.10%0.22%Q4 2017Q3 20237
Placemark Investments, Inc. 770.01%0.02%0.04%Q2 2013Q4 20147
Index Fund Advisors, Inc. 430.03%0.04%0.08%Q4 2021Q3 20237
Diligent Investors, LLC 770.11%0.29%0.34%Q4 2017Q2 20197
MANUFACTURERS LIFE INSURANCE COMPANY, THE 610.00%0.00%0.00%Q4 2016Q3 20187
B. Riley Wealth Advisors, Inc. 510.00%0.02%0.03%Q2 2014Q3 20237
REILLY FINANCIAL ADVISORS, LLC 770.00%0.00%0.00%Q2 2013Q4 20147
Valtinson Bruner Financial Planning LLC 770.20%0.26%0.37%Q3 2019Q1 20217
Parcion Private Wealth LLC 770.05%0.90%1.49%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.01%0.02%0.03%Q2 2020Q4 20217
RATIONAL ADVISORS LLC 770.10%0.19%0.27%Q4 2010Q2 20127
AFAM CAPITAL, INC. 770.34%0.57%0.85%Q3 2016Q1 20187
Addison Advisors LLC 770.01%0.14%0.26%Q1 2022Q3 20237
BLUESTEIN R H & CO LLC 770.01%0.02%0.02%Q4 2020Q2 20227
RFG Advisory, LLC 430.04%0.14%0.37%Q3 2017Q4 20207
BESSEMER GROUP INC 310.00%0.23%0.70%Q2 2013Q3 20197
FIFTH THIRD BANCORP 430.00%0.00%0.00%Q2 2014Q4 20197
WFG Advisors, LP 520.00%0.03%0.08%Q2 2013Q2 20177
Qube Research & Technologies Ltd 210.00%0.01%0.07%Q1 2020Q3 20236
FIRST MANHATTAN CO. LLC. 660.00%0.00%0.00%Q1 2022Q2 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Rockefeller Capital Management L.P. 420.00%0.00%0.00%Q3 2020Q4 20226
LMCG INVESTMENTS, LLC 660.17%0.18%0.20%Q1 2014Q2 20156
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.02%0.06%Q2 2021Q4 20226
Hillsdale Investment Management Inc. 660.01%0.01%0.01%Q4 2013Q1 20156
Triangle Securities Wealth Management 660.16%0.23%0.30%Q2 2013Q3 20146
RiverFront Investment Group, LLC 660.73%2.36%4.26%Q1 2010Q2 20116
SAGE FINANCIAL GROUP INC 660.08%0.15%0.19%Q4 2018Q1 20206
CAPTRUST FINANCIAL ADVISORS 410.00%0.00%0.00%Q2 2018Q4 20206
Advisors Preferred, LLC 310.01%0.05%0.09%Q3 2014Q3 20176
COLONY GROUP LLC 660.00%0.18%0.85%Q3 2014Q4 20156
SNS Financial Group, LLC 410.03%0.05%0.06%Q4 2021Q3 20236
Cutler Group LLC / CA 210.00%0.00%0.02%Q2 2016Q4 20226
BB&T SECURITIES, LLC 660.02%0.02%0.02%Q1 2014Q2 20156
JOHN G ULLMAN & ASSOCIATES INC 660.39%0.86%1.06%Q3 2018Q4 20196
Symmetry Partners, LLC 330.09%0.15%0.33%Q4 2016Q3 20186
Sound Income Strategies, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Capital Asset Advisory Services LLC 660.01%0.01%0.05%Q4 2019Q1 20216
Integrated Advisors Network LLC 660.02%0.02%0.02%Q2 2022Q3 20236
Wealthspire Advisors, L.P. 550.00%0.00%0.00%Q4 2015Q4 20165
Johnson Financial Group, LLC 210.03%0.42%1.58%Q4 2018Q3 20235
ADVANTAGE INVESTMENT MANAGEMENT, LLC 210.00%0.00%0.00%Q2 2017Q4 20185
Faithward Advisors, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
Sepio Capital, LP 550.12%0.23%0.33%Q3 2022Q3 20235
Chicago Partners Investment Group LLC 310.02%0.03%0.04%Q4 2014Q4 20195
LEGG MASON, INC. 550.74%4.94%6.73%Q3 2016Q3 20175
Cassady Schiller Wealth Management, LLC 410.01%0.01%0.01%Q4 2021Q3 20235
Certified Advisory Corp 550.00%0.00%0.00%Q1 2019Q1 20205
NAPLES GLOBAL ADVISORS, LLC 410.03%0.12%0.15%Q4 2013Q4 20215
ENCOMPASS WEALTH ADVISORS, LLC 550.08%0.08%0.08%Q1 2021Q1 20225
Long Wharf Investors, Inc. 550.50%1.23%1.91%Q2 2013Q2 20145
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.00%Q3 2020Q3 20235
Baltimore-Washington Financial Advisors, Inc. 550.00%0.09%0.14%Q3 2014Q3 20155
GREAT WEST LIFE ASSURANCE CO /CAN/ 550.00%0.00%0.00%Q2 2014Q2 20155
Virtu Financial LLC 410.03%0.05%0.09%Q1 2019Q3 20235
FINANCIAL COUNSELORS INC 320.01%0.01%0.01%Q1 2022Q2 20235
MISSION WEALTH MANAGEMENT, LP 410.04%0.04%0.05%Q3 2016Q4 20175
Renaissance Technologies 410.00%0.00%0.00%Q4 2017Q1 20205
CWM, LLC 410.00%0.00%0.00%Q1 2018Q3 20235
COLDSTREAM CAPITAL MANAGEMENT INC 550.01%0.01%0.01%Q2 2021Q2 20225
Partnervest Advisory Services LLC 550.00%0.00%0.00%Q2 2013Q2 20145
NORTHWEST WEALTH MANAGEMENT, LLC 550.02%0.03%0.07%Q1 2018Q1 20195
Raleigh Capital Management Inc. 550.01%0.01%0.03%Q4 2021Q4 20225
Argentus Capital Management, LLC 550.00%0.00%0.01%Q3 2015Q3 20165
Friedenthal Financial 440.53%0.55%0.56%Q2 2017Q1 20184
Yorktown Management & Research Co Inc 440.04%0.05%0.06%Q3 2014Q2 20154
Simplicity Solutions, LLC 220.01%0.01%0.01%Q4 2019Q4 20204
FundX Investment Group, LLC 310.19%1.20%2.06%Q3 2014Q2 20174
BOSTON FINANCIAL MANGEMENT LLC 440.02%0.02%0.02%Q4 2017Q3 20184
THOROUGHBRED FINANCIAL SERVICES, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
CENTRAL TRUST Co 440.00%0.00%0.00%Q3 2014Q2 20154
Lenox Wealth Advisors, LLC 440.00%0.00%0.00%Q3 2019Q2 20204
Brookstone Capital Management 440.01%0.02%0.07%Q1 2021Q4 20214
Pinnacle Bancorp, Inc. 310.00%0.00%0.00%Q1 2017Q2 20194
PARAMETRIC PORTFOLIO ASSOCIATES LLC 440.00%0.01%0.01%Q2 2014Q1 20154
B. Riley Financial, Inc. 440.20%0.26%0.31%Q3 2017Q2 20184
DCM Advisors, LLC 440.06%0.08%0.10%Q4 2020Q3 20214
Cambria Investment Management, L.P. 210.06%0.11%0.15%Q2 2015Q1 20174
TOMPKINS FINANCIAL CORP 440.00%0.00%0.00%Q1 2019Q4 20194
Shore Point Advisors, LLC 440.28%0.29%0.30%Q4 2022Q3 20234
KARLINSKI ANDREW C 440.00%0.00%0.00%Q4 2021Q3 20224
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
NEW ENGLAND SECURITIES CORP /MA/ 440.00%0.00%0.00%Q1 2014Q4 20144
Sterling Financial Planning, Inc. 440.00%0.00%0.00%Q4 2020Q3 20214
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 310.00%0.04%0.06%Q1 2014Q1 20164
Castleview Partners, LLC 310.00%0.02%0.09%Q2 2021Q2 20224
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 440.02%0.05%0.07%Q3 2015Q2 20164
PARK AVENUE SECURITIES LLC 440.01%0.01%0.01%Q2 2020Q1 20214
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
WADDELL & ASSOCIATES, LLC 444.25%4.33%4.40%Q4 2022Q3 20234
Stratos Wealth Partners, LTD. 210.00%0.01%0.01%Q4 2017Q3 20234
NATIONAL BANK OF CANADA /FI/ 440.00%0.00%0.00%Q4 2021Q3 20224
Running Point Capital Advisors, LLC 440.20%0.22%0.24%Q4 2020Q3 20214
Crewe Advisors LLC 310.00%0.00%0.00%Q2 2019Q3 20224
Moss Adams Wealth Advisors LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.03%0.05%0.11%Q4 2022Q3 20234
HSBC HOLDINGS PLC 440.00%0.01%0.01%Q1 2012Q4 20124
MD Financial Management Inc. 210.20%0.35%0.72%Q2 2019Q4 20204
Verition Fund Management LLC 210.01%0.04%0.07%Q2 2016Q1 20194
Crosspoint Capital Strategies, LLC 220.02%0.02%0.03%Q4 2013Q4 20154
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Golden State Wealth Management, LLC 310.01%0.01%0.01%Q1 2019Q1 20204
Sigma Planning Corp 440.01%0.01%0.01%Q2 2022Q1 20234
Advisory Alpha, LLC 310.00%0.04%0.05%Q1 2018Q1 20204
Sound Stewardship, LLC 440.36%0.39%0.44%Q4 2022Q3 20234
RIVERSVILLE CAPITAL, INC. 440.16%0.29%0.70%Q2 2013Q1 20144
Aspire Private Capital, LLC 440.00%0.23%0.32%Q4 2018Q3 20194
KEYBANK NATIONAL ASSOCIATION/OH 440.00%0.00%0.00%Q3 2020Q2 20214
Glacier Peak Capital LLC 310.11%0.19%0.25%Q4 2014Q4 20164
Investment Advisory Group, LLC 310.10%0.16%0.19%Q4 2021Q2 20234
Life Planning Partners, Inc 440.31%0.34%0.36%Q4 2021Q3 20224
Lucia Wealth Services, LLC 440.08%0.28%0.40%Q4 2019Q3 20204
TUCKER ASSET MANAGEMENT LLC 440.00%0.00%0.00%Q3 2022Q2 20234
WATERSHED PRIVATE WEALTH LLC 440.17%0.18%0.20%Q4 2022Q3 20234
DUBUQUE BANK & TRUST CO 330.00%0.00%0.00%Q3 2018Q1 20193
Chevy Chase Trust Holdings, LLC 330.00%0.00%0.00%Q2 2014Q4 20143
Detwiler Fenton Investment Management LLC 330.14%0.17%0.20%Q4 2010Q2 20113
Archer Investment Corp 330.00%0.00%0.00%Q4 2018Q2 20193
COMERICA BANK 210.00%0.00%0.00%Q2 2013Q3 20233
Lake Point Wealth Management 330.00%0.03%0.08%Q4 2018Q2 20193
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
Farther Finance Advisors, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
AVIANCE CAPITAL MANAGEMENT, LLC 210.00%0.01%0.02%Q2 2016Q2 20173
Risk Paradigm Group, LLC 332.10%2.18%2.30%Q2 2018Q4 20183
KCM INVESTMENT ADVISORS LLC 330.02%0.02%0.02%Q4 2014Q2 20153
EATON VANCE MANAGEMENT 330.00%0.00%0.00%Q2 2014Q4 20143
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q4 2019Q3 20233
Newbridge Financial Services Group, Inc. 330.00%0.00%0.00%Q3 2020Q1 20213
Csenge Advisory Group 110.01%0.02%0.02%Q3 2018Q4 20213
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2021Q3 20233
MOTCO 330.00%0.00%0.00%Q2 2014Q4 20143
BIP Wealth, LLC 330.35%0.39%0.48%Q1 2023Q3 20233
SRS Capital Advisors, Inc. 330.01%0.02%0.02%Q2 2019Q4 20193
Cardan Capital Partners, LLC 330.11%0.26%0.36%Q2 2020Q4 20203
Commonwealth Equity Services, Inc 330.00%0.00%0.00%Q1 2017Q3 20173
Bay Harbor Wealth Management, LLC 330.10%0.11%0.12%Q4 2018Q2 20193
FLAGSHIP HARBOR ADVISORS, LLC 210.00%0.00%0.00%Q2 2018Q2 20203
ASSETMARK, INC 110.00%0.00%0.00%Q1 2017Q3 20223
AFFINITY WEALTH MANAGEMENT LLC 332.81%3.50%3.95%Q1 2023Q3 20233
EAGLE GLOBAL ADVISORS LLC 330.13%0.19%0.25%Q2 2014Q4 20143
Tradewinds Capital Management, LLC 330.02%0.02%0.02%Q1 2018Q3 20183
DEUTSCHE BANK AG\ 330.00%0.00%0.00%Q2 2014Q4 20143
SIGNET FINANCIAL MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
GeoWealth Management, LLC 330.06%0.07%0.07%Q3 2020Q1 20213
GUARDIAN WEALTH ADVISORS, LLC / NC 330.00%0.01%0.01%Q4 2021Q2 20223
Atomi Financial Group, Inc. 330.10%0.13%0.14%Q1 2023Q3 20233
BlackRock Institutional Trust Company, N.A. 210.00%0.00%0.00%Q3 2013Q2 20143
Global Wealth Management Investment Advisory, Inc. 330.00%0.00%0.00%Q4 2018Q2 20193
NOMURA ASSET MANAGEMENT CO LTD 210.01%0.01%0.01%Q1 2016Q4 20163
Acorn Wealth Advisors, LLC 330.01%0.04%0.05%Q4 2017Q2 20183
Jane Street Holding, LLC 330.04%0.18%0.39%Q2 2013Q4 20133
Mariner Wealth Advisors-Madison, LLC 335.89%6.52%7.07%Q1 2013Q3 20133
UNITED CAPITAL FINANCIAL ADVISORS, LLC 210.00%0.00%0.00%Q2 2019Q4 20213
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q4 2019Q1 20212
Legacy Private Trust Co. 220.04%0.04%0.04%Q2 2014Q3 20142
Cable Hill Partners, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Sensible Financial Planning & Management, LLC. 220.01%0.01%0.01%Q3 2014Q4 20142
AlphaCore Capital LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q1 20212
Peak Asset Management, LLC 220.14%0.16%0.18%Q1 2015Q2 20152
Montis Financial, LLC 220.23%0.23%0.23%Q4 2020Q1 20212
TOTH FINANCIAL ADVISORY CORP 220.16%0.16%0.16%Q2 2014Q3 20142
Burt Wealth Advisors 220.01%0.01%0.01%Q2 2016Q3 20162
Zullo Investment Group, Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 220.00%0.00%0.00%Q4 2018Q1 20192
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Affiance Financial, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
OXFORD FINANCIAL GROUP, LTD. LLC 220.00%0.00%0.00%Q4 2020Q1 20212
CARDIFF PARK ADVISORS, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Focused Wealth Management, Inc 220.00%0.00%0.00%Q3 2013Q4 20132
NKCFO LLC 220.07%0.07%0.08%Q1 2019Q2 20192
HOWE & RUSLING INC 220.00%0.00%0.00%Q1 2016Q2 20162
Alpha Quant Advisors, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Semmax Financial Advisors Inc. 220.00%0.01%0.01%Q4 2018Q1 20192
New England Capital Financial Advisors LLC 220.00%0.00%0.00%Q4 2022Q1 20232
CAPITAL ONE FINANCIAL CORP 220.04%0.04%0.05%Q1 2020Q2 20202
THRIVENT FINANCIAL FOR LUTHERANS 220.00%0.00%0.00%Q4 2020Q1 20212
WealthTrust-Arizona, LLC 220.11%0.22%0.33%Q2 2014Q3 20142
Holistic Financial Partners 220.01%0.01%0.01%Q4 2017Q1 20182
CFS Investment Advisory Services, LLC 110.00%0.01%0.01%Q1 2022Q3 20222
SG Americas Securities, LLC 220.01%0.01%0.01%Q4 2016Q1 20172
JFG Wealth Management, LLC 110.22%0.34%0.46%Q4 2018Q3 20222
Private Advisor Group, LLC 110.00%0.00%0.00%Q3 2014Q2 20202
Bray Capital Advisors 220.01%0.01%0.02%Q2 2015Q3 20152
FSB PREMIER WEALTH MANAGEMENT, INC. 110.00%0.09%0.18%Q4 2020Q4 20212
Janney Montgomery Scott LLC 220.01%0.01%0.01%Q3 2013Q4 20132
Walleye Trading LLC 110.00%0.00%0.00%Q4 2016Q2 20172
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q4 2020Q2 20212
LEVEL FOUR ADVISORY SERVICES, LLC 220.06%0.07%0.07%Q1 2018Q2 20182
Cherry Tree Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Eudaimonia Partners, LLC 110.00%0.01%0.01%Q4 2019Q1 20212
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Plante Moran Financial Advisors, LLC 110.01%0.01%0.02%Q4 2015Q4 20172
Prospera Financial Services Inc 110.00%0.00%0.00%Q3 2020Q1 20222
Family Management Corp 220.00%0.00%0.00%Q2 2019Q3 20192
Baystate Wealth Management LLC 110.00%0.00%0.00%Q4 2017Q2 20182
HL FINANCIAL SERVICES LLC 220.01%0.01%0.01%Q2 2014Q3 20142
Financial Enhancement Group LLC 220.00%0.00%0.00%Q1 2019Q2 20192
WealthPLAN Partners, LLC 220.31%0.31%0.32%Q3 2023Q4 20232
Private Ocean, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
Evercore Wealth Management, LLC 220.00%0.00%0.01%Q1 2015Q2 20152
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.01%0.01%Q3 2015Q2 20182
Red Cedar Capital, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.60%0.60%0.60%Q1 2017Q1 20171
BOSTON PRIVATE BANK & TRUST CO 110.00%0.00%0.00%Q4 2013Q4 20131
Arkadios Wealth Advisors 110.00%0.00%0.00%Q3 2021Q3 20211
Kingsview Wealth Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
JNBA Financial Advisors 110.00%0.00%0.00%Q1 2021Q1 20211
HENGEHOLD CAPITAL MANAGEMENT LLC 110.34%0.34%0.34%Q4 2016Q4 20161
MANCHESTER FINANCIAL INC 110.02%0.02%0.02%Q2 2019Q2 20191
Richwood Investment Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
HighTower Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q1 2023Q1 20231
Baird Financial Group, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q2 2021Q2 20211
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Pacifica Partners Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Berman Capital Advisors, LLC 110.16%0.16%0.16%Q1 2020Q1 20201
Venturi Wealth Management, LLC 110.43%0.43%0.43%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
TFG Advisers LLC 110.09%0.09%0.09%Q4 2019Q4 20191
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
HMS Capital Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
STIFEL NICOLAUS & CO INC \MO\ 110.01%0.01%0.01%Q2 2013Q2 20131
Quantitative Advantage, LLC 114.26%4.26%4.26%Q2 2014Q2 20141
GRIMES & COMPANY, INC. 110.85%0.85%0.85%Q3 2016Q3 20161
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Virtue Capital Management, LLC 111.12%1.12%1.12%Q4 2019Q4 20191
Cetera Investment Advisers 110.00%0.00%0.00%Q2 2021Q2 20211
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
3EDGE Asset Management, LP 110.03%0.03%0.03%Q4 2022Q4 20221
Harbour Capital Advisors, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
Atria Investments, Inc 110.05%0.05%0.05%Q3 2018Q3 20181
Cavalier Investments, LLC 110.40%0.40%0.40%Q2 2021Q2 20211
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Retirement Planning Co of New England, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q1 2013Q1 20131
DAYMARK WEALTH PARTNERS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Cypress Capital Group 110.08%0.08%0.08%Q2 2013Q2 20131
Austin Wealth Management, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
SIGNATUREFD, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Glovista Investments LLC 110.80%0.80%0.80%Q2 2014Q2 20141
Osbon Capital Management LLC 110.21%0.21%0.21%Q2 2019Q2 20191
Beaird Harris Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Sequoia Financial Advisors, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
Cornerstone Planning Group LLC 110.16%0.16%0.16%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
PIERSHALE FINANCIAL GROUP, INC. 110.01%0.01%0.01%Q2 2013Q2 20131
Krilogy Financial LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Stratford Consulting, LLC 110.80%0.80%0.80%Q1 2020Q1 20201
J Arnold Wealth Management Co 110.10%0.10%0.10%Q4 2019Q4 20191
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q1 2019Q1 20191
Resonant Capital Advisors, LLC 110.34%0.34%0.34%Q1 2023Q1 20231
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
GREENWOOD CAPITAL ASSOCIATES LLC 110.14%0.14%0.14%Q4 2018Q4 20181
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
WealthCare Investment Partners, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
KNIGHT CAPITAL GROUP LLC 110.03%0.03%0.03%Q2 2013Q2 20131
LEAVELL INVESTMENT MANAGEMENT, INC. 110.05%0.05%0.05%Q3 2010Q3 20101
Aries Wealth Management 110.25%0.25%0.25%Q1 2022Q1 20221
Willow Street Advisors LLC 110.16%0.16%0.16%Q4 2013Q4 20131
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
1st Global Advisors, Inc. 110.03%0.03%0.03%Q2 2014Q2 20141
Valmark Advisers, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Capital Directions Investment Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
FIRST NATIONAL CORP /MA/ /ADV 110.03%0.03%0.03%Q1 2019Q1 20191
CATALYST PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Asset Advisors Investment Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Kovitz Investment Group Partners, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
MACKAY SHIELDS LLC 110.08%0.08%0.08%Q1 2018Q1 20181
SFG Wealth Management, LLC. 110.56%0.56%0.56%Q2 2023Q2 20231
CLIENT 1ST ADVISORY GROUP, LLC 110.64%0.64%0.64%Q4 2019Q4 20191
Financial Futures Ltd Liability Co. 110.60%0.60%0.60%Q1 2022Q1 20221
Sandy Spring Bank 110.00%0.00%0.00%Q4 2013Q4 20131
Lakewood Asset Management LLC 110.02%0.02%0.02%Q4 2022Q4 20221
PINNACLE FINANCIAL PARTNERS INC 110.00%0.00%0.00%Q2 2017Q2 20171
Larson Financial Group LLC 110.00%0.00%0.00%Q4 2018Q4 20181
FIRST HORIZON CORP 110.06%0.06%0.06%Q2 2013Q2 20131
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q3 2021Q3 20211
TURNER INVESTMENTS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2015Q2 20151
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CALTON & ASSOCIATES, INC. 110.04%0.04%0.04%Q4 2017Q4 20171
Midwest Professional Planners, LTD. 110.00%0.00%0.00%Q4 2017Q4 20171
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
KRS Capital Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
OLD MISSION CAPITAL, LLC 110.11%0.11%0.11%Q4 2016Q4 20161
Princeton Global Asset Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
TD Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Activest Wealth Management 110.00%0.00%0.00%Q4 2021Q4 20211
Almanack Investment Partners, LLC. 110.24%0.24%0.24%Q4 2017Q4 20171
Cetera Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
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.