SPDR INDEX SHS FDS shareholder history

Current and past SPDR INDEX SHS FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
Freedom Investment Management, Inc. 42420.04%0.09%0.26%Q1 2013Q2 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
Rathbones Group PLC 3910.02%0.08%0.15%Q3 2013Q3 202340
ENVESTNET ASSET MANAGEMENT INC 2120.00%0.00%0.01%Q2 2013Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Mariner, LLC 35350.01%0.11%0.42%Q1 2015Q3 202335
Sequoia Financial Advisors, LLC 35350.07%2.21%5.86%Q1 2015Q3 202335
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.00%Q1 2015Q3 202335
STATE STREET CORP 34340.00%0.00%0.01%Q2 2013Q3 202134
LPL Financial LLC 2920.00%0.00%0.01%Q3 2013Q3 202334
CITIGROUP INC 33330.00%0.00%0.00%Q2 2013Q2 202133
CIBC WORLD MARKET INC. 2390.00%0.00%0.00%Q2 2015Q3 202332
BAILARD, INC. 20100.02%0.03%0.05%Q2 2013Q4 202030
EFG Asset Management (Americas) Corp. 29290.07%0.19%0.48%Q3 2016Q3 202329
Community Bank, N.A. 27270.00%0.00%0.00%Q4 2014Q2 202127
Geneos Wealth Management Inc. 26260.00%0.00%0.01%Q1 2016Q2 202226
JANE STREET GROUP, LLC 910.00%0.01%0.03%Q2 2014Q3 202326
Global Retirement Partners, LLC 24240.00%0.02%0.07%Q4 2017Q3 202324
IFP Advisors, Inc 1010.00%0.00%0.00%Q4 2015Q3 202324
LADENBURG THALMANN FINANCIAL SERVICES INC. 1740.00%0.00%0.02%Q3 2014Q4 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
SUSQUEHANNA INTERNATIONAL GROUP, LLP 910.00%0.00%0.00%Q2 2013Q3 202320
Financial Gravity Asset Management, Inc. 1130.00%0.02%0.10%Q1 2018Q2 202319
NICOLET ADVISORY SERVICES, LLC 19190.15%0.76%3.41%Q1 2019Q3 202319
Capital Analysts, LLC 19190.00%0.35%1.12%Q1 2019Q3 202319
ASSETMARK, INC 19190.00%0.01%0.02%Q1 2018Q3 202219
Wealth Architects, LLC 19190.30%3.95%5.39%Q1 2019Q3 202319
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1510.00%0.00%0.01%Q2 2016Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
TRUSTCORE FINANCIAL SERVICES, LLC 18180.00%0.00%0.00%Q3 2018Q4 202218
Cambridge Investment Research Advisors, Inc. 1260.00%0.01%0.01%Q2 2018Q1 202318
LIBERTY WEALTH MANAGEMENT LLC 1530.01%0.14%0.34%Q4 2018Q3 202318
RAYMOND JAMES & ASSOCIATES 1710.00%0.00%0.00%Q3 2016Q2 202318
Castle Rock Wealth Management, LLC 1240.10%0.18%0.39%Q3 2019Q3 202316
FMR LLC 1110.00%0.00%0.00%Q3 2018Q3 202316
FIRST FOUNDATION ADVISORS 16160.02%0.10%0.14%Q2 2019Q1 202316
BANK OF MONTREAL /CAN/ 710.00%0.00%0.00%Q4 2015Q3 202315
Citadel Advisors 510.00%0.00%0.00%Q3 2015Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1050.00%0.01%0.02%Q3 2015Q4 201915
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
CREATIVE FINANCIAL DESIGNS INC /ADV 1310.00%0.00%0.01%Q3 2019Q3 202314
AGF Investments LLC 14140.00%0.00%0.01%Q2 2019Q3 202214
CAPITAL INSIGHT PARTNERS, LLC 14140.05%0.08%0.12%Q1 2020Q2 202314
Beacon Pointe Advisors, LLC 13130.09%0.36%0.75%Q3 2020Q3 202313
FIFTH THIRD BANCORP 710.00%0.00%0.00%Q2 2017Q2 202113
LFA - Lugano Financial Advisors SA 11110.01%0.01%0.01%Q1 2021Q3 202311
BRINKER CAPITAL INC 740.01%0.05%0.09%Q4 2016Q2 202011
COLONY GROUP LLC 11110.00%0.01%0.01%Q4 2020Q2 202311
Rockefeller Capital Management L.P. 11110.00%0.01%0.02%Q4 2020Q2 202311
Parallel Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Boltwood Capital Management 1010.08%0.16%0.50%Q4 2018Q2 202211
ALTFEST L J & CO INC 830.05%0.12%0.24%Q2 2019Q3 202311
Baldwin Investment Management, LLC 710.03%0.06%0.08%Q2 2018Q4 202111
Front Row Advisors LLC 10100.00%0.00%0.00%Q2 2020Q3 202210
Virtu KCG Holdings LLC 710.00%0.01%0.02%Q3 2013Q4 201610
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Steward Partners Investment Advisory, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Raymond James Financial Services Advisors, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
Advisors Preferred, LLC 310.02%0.06%0.09%Q3 2014Q4 202210
Kistler-Tiffany Companies, LLC 10100.00%0.02%0.03%Q2 2013Q3 201510
KEYBANK NATIONAL ASSOCIATION/OH 990.00%0.00%0.00%Q3 2021Q3 20239
COMMONWEALTH EQUITY SERVICES, LLC 410.00%0.00%0.00%Q4 2017Q3 20239
AMERICAN INTERNATIONAL GROUP, INC. 990.00%0.00%0.00%Q1 2014Q1 20169
Column Capital Advisors, LLC 990.00%0.01%0.02%Q2 2020Q2 20229
WEALTH MANAGEMENT RESOURCES, INC. 883.34%4.32%5.34%Q4 2021Q3 20238
Laidlaw Wealth Management LLC 880.05%0.20%0.30%Q3 2021Q2 20238
Castleview Partners, LLC 880.00%0.05%0.08%Q4 2021Q3 20238
Warren Street Wealth Advisors, LLC 884.00%5.32%6.56%Q4 2021Q3 20238
MSI Financial Services Inc 880.00%0.00%0.00%Q1 2015Q4 20168
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
WEST CHESTER CAPITAL ADVISORS, INC 710.03%0.62%0.86%Q2 2013Q2 20158
Gradient Investments LLC 880.00%0.01%0.03%Q1 2019Q4 20208
Endowment Wealth Management, Inc. 880.20%0.26%0.32%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Strategic Wealth Partners, Ltd. 610.00%0.02%0.09%Q4 2017Q3 20197
Ameritas Advisory Services, LLC 610.04%0.04%0.05%Q4 2021Q3 20237
NEXT Financial Group, Inc 610.00%0.01%0.01%Q2 2016Q3 20217
Bell Rock Capital LLC 770.01%0.03%0.06%Q2 2018Q4 20197
Iron Horse Wealth Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
MANUFACTURERS LIFE INSURANCE COMPANY, THE 770.00%0.00%0.00%Q4 2016Q2 20187
Patriot Financial Group Insurance Agency, LLC 770.00%0.01%0.01%Q4 2020Q2 20227
Hedeker Wealth, LLC 770.46%0.88%1.32%Q1 2022Q3 20237
Carmichael Hill & Associates, Inc. 770.01%0.01%0.01%Q3 2021Q1 20237
COMMUNITY BANK SYSTEM, INC. 660.00%0.00%0.00%Q2 2013Q3 20146
SCOTIA CAPITAL INC. 660.02%0.03%0.03%Q2 2022Q3 20236
BLAIR WILLIAM & CO/IL 660.00%0.00%0.00%Q1 2021Q2 20226
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
JPMORGAN CHASE & CO 510.00%0.00%0.00%Q2 2013Q1 20236
Capital Asset Advisory Services LLC 660.00%0.00%0.00%Q2 2021Q3 20226
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
HighTower Advisors, LLC 420.00%0.00%0.01%Q1 2022Q3 20236
FLAGSHIP HARBOR ADVISORS, LLC 320.00%0.03%0.04%Q2 2020Q3 20235
Private Advisor Group, LLC 310.00%0.00%0.00%Q3 2014Q3 20235
Global Wealth Strategies & Associates 550.00%0.00%0.00%Q4 2022Q4 20235
1832 Asset Management L.P. 410.00%0.06%0.08%Q1 2015Q3 20195
Brinker Capital Investments, LLC 550.01%0.01%0.02%Q3 2020Q3 20215
ATWOOD & PALMER INC 550.00%0.00%0.00%Q2 2021Q2 20225
Archford Capital Strategies, LLC 550.16%0.19%0.24%Q1 2019Q1 20205
CBIZ Investment Advisory Services, LLC 550.00%0.02%0.04%Q4 2019Q4 20205
Ameritas Investment Company, LLC 210.00%0.02%0.04%Q4 2018Q3 20215
PATHSTONE FAMILY OFFICE, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
FRANKLIN RESOURCES INC 440.00%0.00%0.00%Q4 2022Q3 20234
Stratos Wealth Partners, LTD. 440.01%0.01%0.01%Q4 2017Q3 20184
Avestar Capital, LLC 440.04%0.06%0.09%Q2 2021Q1 20224
Paragon Capital Management Ltd 440.56%0.62%0.68%Q4 2022Q3 20234
US BANCORP \DE\ 310.00%0.00%0.00%Q2 2022Q3 20234
IHT Wealth Management, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
NEW ENGLAND SECURITIES CORP /MA/ 310.00%0.01%0.02%Q4 2013Q4 20144
ACCURATE INVESTMENT SOLUTIONS, INC. 440.00%0.00%0.00%Q3 2017Q2 20184
NAPLES GLOBAL ADVISORS, LLC 440.13%0.14%0.14%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Eagle Bay Advisors LLC 440.06%0.77%1.93%Q4 2022Q3 20234
Vertex Planning Partners, LLC 440.09%0.10%0.11%Q4 2022Q3 20234
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 310.00%0.01%0.03%Q4 2018Q1 20234
SEI INVESTMENTS CO 440.00%0.00%0.00%Q2 2017Q1 20184
TSFG, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Clearstead Advisors, LLC 310.00%0.00%0.00%Q1 2020Q1 20224
LAZARD ASSET MANAGEMENT LLC 440.00%0.00%0.00%Q4 2022Q3 20234
West Wealth Group, LLC 440.11%0.23%0.34%Q4 2022Q3 20234
Savior LLC 440.00%0.00%0.00%Q4 2022Q3 20234
OXFORD FINANCIAL GROUP, LTD. LLC 440.48%0.55%0.65%Q4 2022Q3 20234
Biltmore Capital Advisors LLC 440.26%1.06%1.50%Q1 2020Q4 20204
American Portfolios Advisors 310.00%0.01%0.02%Q3 2019Q3 20224
Advisory Alpha, LLC 310.00%0.00%0.01%Q3 2019Q3 20204
BlackRock Inc. 440.00%0.00%0.00%Q3 2017Q2 20184
Braun-Bostich & Associates Inc. 441.39%1.49%1.60%Q4 2017Q3 20184
Banco de Sabadell, S.A 441.50%1.59%1.70%Q2 2020Q1 20214
SAXON INTERESTS, INC. 330.34%0.47%0.67%Q4 2022Q2 20233
AVANTAX ADVISORY SERVICES, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
OLD SECOND NATIONAL BANK OF AURORA 330.01%0.01%0.01%Q3 2019Q1 20203
Austin Private Wealth, LLC 330.03%0.03%0.04%Q4 2022Q2 20233
Smart Money Group LLC 332.68%2.78%2.93%Q2 2018Q4 20183
CORRADO ADVISORS, LLC 330.13%0.15%0.17%Q1 2018Q3 20183
OLD MISSION CAPITAL LLC 210.02%0.10%0.16%Q2 2016Q3 20233
Alexandria Capital, LLC 330.00%0.00%0.00%Q2 2013Q4 20133
Wealthcare Advisory Partners LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Perigon Wealth Management, LLC 330.01%0.01%0.02%Q4 2022Q2 20233
Key FInancial Inc 330.00%0.00%0.00%Q1 2023Q3 20233
Retirement Group, LLC 210.01%0.01%0.01%Q4 2019Q3 20203
Newport Capital Group, LLC 210.66%1.14%1.55%Q4 2022Q3 20233
Plante Moran Financial Advisors, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
Kohmann Bosshard Financial Services, LLC 330.04%0.04%0.05%Q2 2019Q4 20193
Hills Bank & Trust Co 330.78%0.95%1.07%Q1 2023Q3 20233
Commonwealth Equity Services, Inc 330.00%0.00%0.00%Q1 2017Q3 20173
Carnegie Capital Asset Management, LLC 330.01%0.01%0.02%Q2 2019Q4 20193
Financial Gravity Companies, Inc. 210.00%0.01%0.01%Q4 2017Q4 20183
TORONTO DOMINION BANK 330.00%0.00%0.00%Q1 2013Q3 20133
Realta Investment Advisors 330.02%0.02%0.02%Q1 2019Q3 20193
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Jane Street Holding, LLC 330.01%0.02%0.03%Q2 2013Q4 20133
UBS ASSET MANAGEMENT AMERICAS INC 330.00%0.00%0.00%Q2 2013Q4 20133
AFFINITY WEALTH MANAGEMENT LLC 335.43%6.96%9.03%Q1 2015Q3 20153
Hobart Private Capital, LLC 330.49%0.51%0.54%Q1 2023Q3 20233
First PREMIER Bank 220.02%0.02%0.02%Q1 2023Q2 20232
Cetera Advisor Networks LLC 110.01%0.03%0.05%Q2 2020Q4 20222
AMERIPRISE FINANCIAL INC 220.00%0.00%0.00%Q1 2017Q2 20172
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.04%0.04%0.04%Q2 2022Q3 20222
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q3 2013Q3 20142
Atria Investments, Inc 220.04%0.05%0.07%Q4 2022Q1 20232
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q1 2022Q2 20222
Financial Management Professionals, Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
ERTS Wealth Advisors, LLC 220.03%0.05%0.07%Q4 2018Q1 20192
CWM, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.02%0.06%0.10%Q4 2019Q1 20202
STEEL GROVE CAPITAL ADVISORS, LLC 220.29%0.29%0.30%Q3 2015Q4 20152
B. Riley Wealth Advisors, Inc. 110.00%0.01%0.01%Q2 2014Q4 20142
FLOW TRADERS U.S. LLC 110.03%0.04%0.04%Q4 2020Q3 20212
Millburn Ridgefield Corp 110.00%0.01%0.01%Q1 2022Q1 20232
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 220.02%0.02%0.02%Q4 2016Q1 20172
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
Tacita Capital Inc 220.22%0.31%0.40%Q4 2020Q1 20212
DEUTSCHE BANK AG\ 220.00%0.00%0.00%Q1 2018Q2 20182
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
SAGE FINANCIAL GROUP INC 220.06%0.12%0.18%Q4 2022Q1 20232
FIL Ltd 220.00%0.00%0.01%Q2 2015Q3 20152
Sigma Planning Corp 220.02%0.02%0.02%Q1 2020Q2 20202
BREWIN DOLPHIN LTD 220.00%0.01%0.01%Q3 2017Q4 20172
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Integrated Investment Consultants, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
DCM Advisors, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Summit Financial Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
IBEX WEALTH ADVISORS 110.01%0.01%0.01%Q3 2021Q3 20211
Fortis Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
AE Wealth Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
EFG CAPITAL INTERNATIONAL CORP. 110.13%0.13%0.13%Q2 2023Q2 20231
YorkBridge Wealth Partners, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q1 2021Q1 20211
Cetera Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
MATRIX PRIVATE CAPITAL GROUP LLC 110.07%0.07%0.07%Q4 2020Q4 20201
New Republic Capital, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
SG Americas Securities, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q2 20131
Covington Capital Management 110.00%0.00%0.00%Q2 2020Q2 20201
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Dorsey & Whitney Trust CO LLC 110.02%0.02%0.02%Q4 2022Q4 20221
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q3 2023Q3 20231
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
JARISLOWSKY, FRASER Ltd 110.00%0.00%0.00%Q4 2018Q4 20181
EXCHANGE TRADED CONCEPTS, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
WFG Advisors, LP 110.00%0.00%0.00%Q2 2017Q2 20171
Vista Private Wealth Partners. LLC 110.03%0.03%0.03%Q3 2019Q3 20191
MML INVESTORS SERVICES, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.06%0.06%0.06%Q2 2018Q2 20181
MACKENZIE FINANCIAL CORP 110.00%0.00%0.00%Q2 2013Q2 20131
NATIXIS ADVISORS, L.P. 110.01%0.01%0.01%Q2 2013Q2 20131
Cribstone Capital Management, LLC 110.01%0.01%0.01%Q2 2016Q2 20161
SIGNATUREFD, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Newbridge Financial Services Group, Inc. 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.