SPDR SERIES TRUST shareholder history

Current and past SPDR SERIES TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
HighTower Advisors, LLC 42420.00%0.03%0.07%Q2 2013Q3 202344
LPL Financial LLC 42420.00%0.01%0.03%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%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.16%0.27%0.38%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 41410.00%0.00%0.01%Q3 2013Q3 202341
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1720.00%0.00%0.00%Q2 2013Q3 202338
Madden Advisory Services, Inc. 3610.14%0.31%0.52%Q2 2013Q2 202337
MURPHY CAPITAL MANAGEMENT INC 37370.16%0.26%0.34%Q2 2013Q2 202237
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
BROWN ADVISORY INC 3240.00%0.00%0.00%Q2 2013Q3 202336
ENVESTNET ASSET MANAGEMENT INC 35350.00%0.01%0.02%Q1 2015Q3 202335
RAYMOND JAMES & ASSOCIATES 35350.00%0.06%0.17%Q1 2015Q3 202335
Country Club Trust Company, n.a. 20140.22%0.58%1.47%Q2 2013Q4 202134
AMERIPRISE FINANCIAL INC 3030.00%0.00%0.00%Q1 2014Q3 202333
Raymond James Financial Services Advisors, Inc. 33330.00%0.00%0.01%Q3 2015Q3 202333
Cambridge Investment Research Advisors, Inc. 33330.00%0.01%0.04%Q3 2015Q3 202333
Koshinski Asset Management, Inc. 17160.12%0.26%0.47%Q2 2015Q3 202333
US BANCORP \DE\ 2510.00%0.00%0.00%Q4 2013Q3 202331
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2820.00%0.00%0.01%Q1 2016Q3 202330
BANK OF MONTREAL /CAN/ 2820.00%0.00%0.00%Q1 2016Q3 202330
Sandy Spring Bank 28280.01%0.01%0.02%Q4 2016Q3 202328
KCM INVESTMENT ADVISORS LLC 27270.02%0.03%0.07%Q1 2017Q3 202327
CWM, LLC 1980.00%0.00%0.02%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.02%Q2 2013Q4 201927
BENJAMIN F. EDWARDS & COMPANY, INC. 26260.00%0.01%0.07%Q4 2016Q1 202326
Steward Partners Investment Advisory, LLC 26260.00%0.06%0.24%Q2 2017Q3 202326
STIFEL FINANCIAL CORP 25250.00%0.00%0.01%Q4 2015Q4 202125
CAPTRUST FINANCIAL ADVISORS 25250.00%0.01%0.02%Q3 2017Q3 202325
JPMORGAN CHASE & CO 1310.00%0.00%0.00%Q4 2016Q3 202324
McIlrath & Eck, LLC 24240.01%0.03%0.04%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.02%Q4 2017Q3 202324
Creative Planning 1210.00%0.00%0.00%Q3 2013Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
Institute for Wealth Management, LLC. 2010.10%0.13%0.16%Q2 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Archer Investment Corp 20200.00%0.00%0.01%Q4 2018Q3 202320
IFP Advisors, Inc 1110.00%0.00%0.00%Q4 2015Q2 202120
Capital Investment Advisory Services, LLC 20200.00%0.01%0.05%Q4 2018Q3 202320
People's United Financial, Inc. 1730.01%0.03%0.40%Q2 2013Q2 201820
L. Roy Papp & Associates, LLP 710.02%0.04%0.06%Q2 2014Q3 202120
Advisory Services Network, LLC 950.00%0.01%0.03%Q2 2015Q2 202120
AdvisorNet Financial, Inc 20200.00%0.03%0.19%Q4 2018Q3 202320
JANE STREET GROUP, LLC 510.00%0.01%0.02%Q2 2014Q2 202119
TSFG, LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
Citadel Advisors 410.00%0.00%0.00%Q4 2015Q3 202319
Carroll Financial Associates, Inc. 1810.00%0.00%0.01%Q2 2013Q3 202119
HOWE & RUSLING INC 1630.01%0.01%0.02%Q2 2013Q1 201819
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Baird Financial Group, Inc. 1110.00%0.00%0.00%Q1 2017Q3 202318
Winslow, Evans & Crocker, Inc. 18180.00%0.01%0.02%Q3 2016Q4 202018
Well Done, LLC 18180.10%0.17%0.31%Q4 2016Q1 202118
HUNTINGTON NATIONAL BANK 18180.00%0.00%0.00%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.00%0.00%0.01%Q2 2013Q3 201718
Mutual Advisors, LLC 18180.04%0.10%0.18%Q2 2019Q3 202318
Cetera Advisors LLC 17170.01%0.10%0.16%Q1 2015Q1 201917
TRUIST FINANCIAL CORP 1610.00%0.00%0.00%Q2 2015Q3 202317
Tower Research Capital LLC (TRC) 1220.00%0.01%0.04%Q1 2015Q4 202217
Portfolio Strategies, Inc. 17171.97%3.39%4.42%Q4 2017Q4 202117
ATLAS CAPITAL ADVISORS LLC 1250.00%0.01%0.06%Q2 2019Q3 202317
Biltmore Family Office, LLC 1510.00%0.01%0.08%Q2 2019Q3 202316
Concert Wealth Management Inc. 16160.04%0.06%0.11%Q2 2013Q1 201716
WASHINGTON TRUST Co 1510.00%0.00%0.01%Q2 2018Q3 202316
IAG Wealth Partners, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
Patriot Financial Group Insurance Agency, LLC 16160.00%0.03%0.14%Q3 2018Q2 202216
Geneos Wealth Management Inc. 970.00%0.00%0.03%Q4 2018Q4 202216
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 16160.01%0.07%0.21%Q3 2017Q2 202116
Advisors Preferred, LLC 410.00%0.04%0.11%Q4 2013Q1 202116
Cedar Mountain Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
CHATHAM CAPITAL GROUP, INC. 1150.04%0.07%0.10%Q2 2017Q1 202216
E&G Advisors, LP 810.08%0.12%0.20%Q1 2018Q1 202215
WFG Advisors, LP 15150.00%0.00%0.00%Q2 2013Q4 201615
Hudock, Inc. 15150.01%0.02%0.02%Q1 2015Q3 201815
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
BB&T SECURITIES, LLC 15150.10%0.16%0.18%Q1 2015Q3 201815
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Janney Montgomery Scott LLC 830.00%0.11%0.23%Q4 2016Q3 202315
RiverFront Investment Group, LLC 15152.71%4.96%6.42%Q1 2015Q3 201815
MACROVIEW INVESTMENT MANAGEMENT LLC 15150.02%1.74%3.26%Q4 2018Q2 202215
MSI Financial Services Inc 15150.00%0.00%0.01%Q2 2013Q4 201615
Aries Wealth Management 760.09%0.12%0.15%Q2 2020Q3 202313
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 910.05%0.10%0.20%Q4 2019Q3 202313
Valeo Financial Advisors, LLC 13130.00%0.00%0.00%Q1 2018Q1 202113
SevenBridge Financial Group, LLC 13130.00%0.00%0.00%Q2 2016Q2 201913
Independence Bank of Kentucky 13130.04%0.06%0.08%Q3 2020Q3 202313
Qube Research & Technologies Ltd 910.00%0.01%0.02%Q1 2020Q3 202312
SUNTRUST BANKS INC 750.00%0.00%0.01%Q4 2013Q3 201912
MML INVESTORS SERVICES, LLC 510.00%0.41%4.83%Q1 2017Q1 202312
CIBC WORLD MARKET INC. 12120.00%0.00%0.00%Q2 2015Q1 201812
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.14%0.25%0.53%Q4 2020Q3 202312
IMC-Chicago, LLC 930.00%0.00%0.01%Q3 2019Q4 202212
RWA WEALTH PARTNERS, LLC 12120.01%0.39%0.88%Q4 2020Q3 202312
Geneva Partners, LLC 930.23%0.44%0.70%Q2 2020Q3 202312
FCA CORP /TX 12121.23%1.44%1.57%Q2 2013Q1 201612
Stanley-Laman Group, Ltd. 12120.04%0.05%0.06%Q4 2020Q3 202312
WealthShield Partners, LLC 510.00%0.01%0.04%Q1 2018Q1 202312
Baltimore-Washington Financial Advisors, Inc. 12120.03%0.04%0.06%Q2 2019Q1 202212
Advocacy Wealth Management Services, LLC 12120.01%0.02%0.04%Q4 2015Q3 201812
FAS Wealth Partners, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
Global Retirement Partners, LLC 740.01%0.01%0.02%Q4 2020Q3 202311
Clearview Wealth Advisors LLC 11110.01%0.01%0.01%Q4 2020Q2 202311
NEXT Financial Group, Inc 650.00%0.01%0.02%Q3 2016Q4 201911
Krilogy Financial LLC 11110.00%0.00%0.01%Q3 2015Q1 201811
Newport Wealth Strategies, Inc. 640.21%0.26%0.36%Q4 2017Q3 202110
COMMERCE BANK 730.00%0.00%0.00%Q4 2020Q3 202310
Key FInancial Inc 910.02%0.04%0.06%Q1 2020Q4 202210
Squar Milner Financial Services LLC 10100.27%0.49%0.71%Q1 2018Q2 202010
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
CHURCHILL MANAGEMENT Corp 550.01%0.26%0.56%Q4 2017Q4 202110
CITIGROUP INC 410.00%0.00%0.00%Q1 2015Q3 202210
FDx Advisors, Inc. 990.01%0.01%0.02%Q4 2015Q4 20179
THRIVENT FINANCIAL FOR LUTHERANS 990.00%0.00%0.00%Q3 2014Q3 20169
Ancora Advisors LLC 990.00%0.00%0.00%Q3 2020Q3 20229
FIFTH THIRD BANCORP 610.00%0.00%0.00%Q2 2015Q4 20189
Wealthspire Advisors, L.P. 990.00%0.02%0.07%Q1 2017Q1 20199
MATHER GROUP, LLC. 990.02%0.94%1.61%Q1 2017Q1 20199
FLAGSHIP HARBOR ADVISORS, LLC 990.00%0.06%0.27%Q1 2018Q1 20209
AMERICAN INTERNATIONAL GROUP, INC. 540.00%0.00%0.00%Q2 2013Q1 20169
Fort Point Capital Partners LLC 990.03%0.05%0.07%Q3 2021Q3 20239
DB Wealth Management Group, LLC 880.04%0.14%0.26%Q4 2020Q3 20228
BOSTON PRIVATE BANK & TRUST CO 880.01%0.01%0.01%Q2 2013Q1 20158
Latitude Advisors, LLC 880.17%0.26%0.31%Q4 2021Q3 20238
Goodman Advisory Group, LLC 880.00%0.28%1.20%Q4 2021Q3 20238
CENTAURUS FINANCIAL, INC. 510.01%0.03%0.04%Q2 2018Q2 20238
TOMPKINS FINANCIAL CORP 880.01%0.01%0.01%Q1 2022Q4 20238
Atria Investments, Inc 880.02%0.02%0.02%Q4 2016Q3 20188
PARK AVENUE SECURITIES LLC 710.01%0.01%0.01%Q2 2021Q3 20238
Realta Investment Advisors 420.00%0.01%0.01%Q1 2019Q3 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q1 2019Q4 20208
Bank of Kentucky, Inc. 880.02%0.03%0.06%Q2 2013Q1 20158
ADVANTAGE INVESTMENT MANAGEMENT, LLC 880.00%0.01%0.02%Q4 2016Q3 20188
NATIONAL PLANNING CORP 880.04%0.04%0.05%Q2 2013Q1 20158
Full Sail Capital, LLC 530.02%0.02%0.03%Q1 2021Q3 20238
Strengthening Families & Communities, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
VIVID FINANCIAL MANAGEMENT, INC. 520.08%0.42%2.11%Q4 2019Q4 20217
CREDIT SUISSE AG/ 770.00%0.00%0.01%Q1 2013Q3 20147
Allworth Financial LP 770.00%0.00%0.00%Q2 2021Q4 20227
SlateStone Wealth, LLC 770.06%0.25%0.69%Q4 2021Q2 20237
Apeiron RIA LLC 520.08%0.13%0.22%Q4 2021Q3 20237
PCG Wealth Advisors, LLC 770.17%0.24%0.34%Q4 2021Q2 20237
CREATIVE FINANCIAL DESIGNS INC /ADV 770.00%0.00%0.00%Q2 2018Q4 20197
LifePlan Financial Group, Inc 770.01%0.02%0.04%Q1 2019Q3 20207
GREAT VALLEY ADVISOR GROUP, INC. 610.02%0.04%0.11%Q4 2018Q4 20217
Rockbridge Investment Management, LCC 770.01%0.01%0.01%Q2 2020Q4 20217
COUNTRY CLUB BANK /GFN 770.17%0.20%0.25%Q1 2022Q3 20237
Cordasco Financial Network 770.00%0.00%0.00%Q3 2018Q1 20207
SIGNATUREFD, LLC 660.03%0.04%0.05%Q1 2015Q2 20166
B. Riley Wealth Management, Inc. 660.02%0.03%0.04%Q1 2014Q2 20156
PRINCETON CAPITAL MANAGEMENT LLC 660.00%0.00%0.00%Q1 2018Q2 20196
ADIRONDACK TRUST CO 660.02%0.03%0.04%Q2 2022Q3 20236
Continuum Advisory, LLC 660.24%0.41%0.60%Q2 2017Q3 20186
Beacon Pointe Advisors, LLC 330.00%0.00%0.01%Q1 2022Q3 20236
SUTTON PLACE INVESTORS LLC 420.30%0.42%0.78%Q4 2021Q2 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
One Wealth Advisors, LLC 410.01%0.02%0.02%Q4 2017Q4 20226
HERITAGE WEALTH MANAGEMENT, LLC 420.06%0.12%0.23%Q2 2021Q4 20226
ROWLAND CARMICHAEL ADVISORS INC /ADV 660.01%0.30%0.50%Q1 2019Q2 20206
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
SG Americas Securities, LLC 330.00%0.01%0.02%Q1 2016Q4 20186
Advanced Asset Management Advisors Inc 310.00%0.14%0.24%Q4 2017Q4 20226
CABOT WEALTH MANAGEMENT INC 660.13%0.20%0.28%Q2 2013Q3 20146
BB&T INVESTMENT SERVICES, INC. 550.03%0.05%0.08%Q4 2016Q4 20175
SCOTIA CAPITAL INC. 550.00%0.00%0.00%Q2 2022Q2 20235
Sowell Financial Services LLC 210.00%0.31%1.52%Q3 2018Q1 20215
IHT Wealth Management, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
OPPENHEIMER ASSET MANAGEMENT INC. 550.01%0.01%0.02%Q4 2020Q4 20215
BADGLEY PHELPS & BELL INC 550.01%0.01%0.01%Q2 2020Q2 20215
PEAPACK GLADSTONE FINANCIAL CORP 550.01%0.02%0.02%Q3 2022Q3 20235
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Legacy Financial Advisors, Inc. 550.00%0.00%0.00%Q1 2018Q1 20195
Ahrens Investment Partners LLC 550.10%0.10%0.12%Q4 2020Q4 20215
Cooper Financial Group 552.46%3.09%4.30%Q4 2018Q4 20195
Total Clarity Wealth Management, Inc. 210.00%0.00%0.01%Q4 2019Q2 20225
BAROMETER CAPITAL MANAGEMENT INC. 410.12%0.24%0.40%Q4 2015Q2 20185
Virtu KCG Holdings LLC 410.00%0.01%0.02%Q1 2014Q2 20165
Bartlett & Co. LLC 550.00%0.00%0.00%Q1 2018Q1 20195
WEDBUSH SECURITIES INC 550.03%0.04%0.05%Q3 2017Q3 20185
DEUTSCHE BANK AG\ 320.00%0.00%0.00%Q3 2013Q4 20145
Placemark Investments, Inc. 550.01%0.01%0.01%Q4 2013Q4 20145
MONEY CONCEPTS CAPITAL CORP 550.00%0.02%0.07%Q4 2021Q4 20225
GOLDMAN SACHS GROUP INC 220.00%0.00%0.00%Q1 2020Q3 20234
Private Advisor Group, LLC 210.00%0.01%0.02%Q3 2014Q3 20234
REGIONS FINANCIAL CORP 440.00%0.00%0.00%Q4 2017Q3 20184
BARCLAYS PLC 220.00%0.00%0.00%Q1 2017Q3 20214
Watermark Asset Management, Inc. 440.00%0.00%0.01%Q3 2017Q2 20184
MGO ONE SEVEN LLC 220.02%0.16%0.21%Q4 2017Q4 20184
Signature Wealth Management Group 440.01%0.01%0.01%Q4 2017Q3 20184
Ameritas Advisory Services, LLC 310.00%0.01%0.02%Q4 2021Q1 20234
Bank of New York Mellon Corp 310.00%0.00%0.00%Q2 2020Q4 20214
MANUFACTURERS LIFE INSURANCE COMPANY, THE 440.00%0.00%0.00%Q3 2017Q2 20184
Belpointe Asset Management LLC 220.00%0.03%0.05%Q3 2019Q1 20234
Auto-Owners Insurance Co 444.22%5.02%5.45%Q4 2022Q3 20234
Retirement Group, LLC 440.03%0.07%0.11%Q3 2020Q2 20214
Truvestments Capital LLC 310.00%0.00%0.00%Q3 2018Q3 20194
COUNTRY TRUST BANK 440.00%0.00%0.00%Q1 2021Q4 20214
Advisory Alpha, LLC 310.03%0.03%0.04%Q1 2019Q1 20204
OneDigital Investment Advisors LLC 310.01%0.01%0.01%Q4 2020Q4 20214
J.W. COLE ADVISORS, INC. 310.03%0.04%0.05%Q4 2020Q4 20214
WEALTHSOURCE PARTNERS, LLC 440.22%0.46%0.99%Q1 2019Q4 20194
Kelman-Lazarov, Inc. 440.01%0.01%0.01%Q1 2016Q4 20164
FLOW TRADERS U.S. LLC 310.01%0.03%0.04%Q2 2021Q2 20224
Smart Money Group LLC 440.87%1.21%1.88%Q1 2019Q4 20194
First Allied Advisory Services, Inc. 210.00%0.01%0.02%Q4 2014Q3 20194
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 440.04%0.10%0.18%Q1 2021Q4 20214
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 310.01%0.01%0.01%Q2 2022Q3 20234
EATON VANCE MANAGEMENT 330.00%0.00%0.00%Q2 2021Q4 20213
SRS Capital Advisors, Inc. 330.01%0.01%0.01%Q2 2021Q4 20213
NewEdge Advisors, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
Procyon Advisors, LLC 330.02%0.03%0.03%Q4 2019Q2 20203
JOYN Advisors, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.01%0.01%Q4 2020Q1 20233
American Portfolios Advisors 210.00%0.00%0.00%Q4 2017Q3 20183
LEO BROKERAGE, LLC 210.03%0.04%0.04%Q1 2022Q2 20233
Cetera Advisor Networks LLC 210.00%0.00%0.00%Q2 2020Q3 20233
REDW Wealth LLC 330.06%0.06%0.06%Q2 2021Q4 20213
Winch Advisory Services, LLC 330.02%0.02%0.03%Q4 2015Q2 20163
AE Wealth Management LLC 330.01%0.01%0.02%Q2 2019Q4 20193
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q2 2019Q1 20213
American Financial Network Advisory Services LLC 210.01%0.87%2.58%Q3 2017Q3 20193
MANAGED ACCOUNT ADVISORS LLC 330.00%0.00%0.00%Q4 2014Q2 20153
Kabarec Financial Advisors, Ltd. 330.04%0.05%0.06%Q4 2017Q2 20183
NWAM LLC 330.16%0.16%0.17%Q2 2012Q4 20123
Activest Wealth Management 210.02%0.09%0.24%Q3 2022Q2 20233
GSA CAPITAL PARTNERS LLP 210.03%0.03%0.03%Q4 2021Q3 20233
Kalos Management, Inc. 330.23%0.30%0.37%Q1 2020Q3 20203
CLIENT 1ST ADVISORY GROUP, LLC 330.23%1.69%3.14%Q4 2019Q2 20203
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
First Command Bank 330.00%0.00%0.00%Q3 2020Q1 20213
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Cascadia Advisory Services, LLC 210.14%0.18%0.21%Q4 2019Q3 20213
CORRADO ADVISORS, LLC 330.20%0.24%0.28%Q1 2018Q3 20183
Systelligence, LLC 330.55%0.87%1.48%Q4 2020Q2 20213
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Stratos Wealth Partners, LTD. 110.00%0.00%0.01%Q1 2018Q4 20213
Destiny Wealth Partners, LLC 330.08%0.08%0.08%Q4 2020Q2 20213
ZRC WEALTH MANAGEMENT, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Fortis Advisors, LLC 330.00%0.04%0.06%Q2 2020Q4 20203
First Command Financial Services, Inc. 330.00%0.00%0.00%Q3 2020Q1 20213
SEI INVESTMENTS CO 220.00%0.00%0.00%Q1 2018Q2 20182
1834 INVESTMENT ADVISORS CO 220.01%0.01%0.01%Q4 2017Q1 20182
Fulcrum Equity Management 110.00%0.12%0.24%Q3 2019Q2 20202
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q4 20192
Wechter Feldman Wealth Management, Inc. 224.25%4.28%4.30%Q1 2018Q2 20182
Badgley Phelps Wealth Managers, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
KWB Wealth 220.10%0.10%0.10%Q2 2023Q3 20232
VAUGHAN & Co SECURITIES, INC. 220.07%0.08%0.09%Q4 2019Q1 20202
RDA Financial Network 220.14%0.14%0.14%Q2 2019Q3 20192
FINANCIAL COUNSELORS INC 220.01%0.01%0.01%Q2 2023Q3 20232
Barrett Asset Management, LLC 220.00%0.01%0.01%Q3 2021Q4 20212
Prospera Financial Services Inc 110.00%0.01%0.01%Q3 2020Q1 20222
Strategic Wealth Partners, Ltd. 220.00%0.00%0.00%Q1 2018Q2 20182
SFG Wealth Management, LLC. 220.83%1.07%1.31%Q2 2023Q3 20232
Ranch Capital Advisors Inc. 220.00%0.00%0.00%Q4 2019Q1 20202
WealthPLAN Partners, LLC 110.00%0.01%0.03%Q3 2019Q2 20232
CX Institutional 220.07%0.16%0.25%Q4 2022Q1 20232
Pinnacle Private Wealth, LLC 220.07%0.08%0.08%Q4 2021Q1 20222
Ironwood Financial, llc 220.01%0.01%0.01%Q3 2020Q4 20202
Householder Group Estate & Retirement Specialist, LLC 110.16%0.27%0.39%Q1 2023Q3 20232
Banco de Sabadell, S.A 220.03%0.04%0.05%Q4 2017Q1 20182
Keystone Financial Group 220.04%0.05%0.05%Q2 2023Q3 20232
CABANA LLC 110.00%0.00%0.00%Q4 2019Q2 20202
Ameritas Investment Company, LLC 110.01%0.02%0.03%Q4 2018Q3 20212
Icon Wealth Partners, LLC 110.00%0.01%0.01%Q2 2018Q1 20192
Noven Financial Group, Inc. 110.26%0.65%1.04%Q1 2014Q4 20152
Stuart Chaussee & Associates, Inc. 229.23%9.52%9.81%Q2 2018Q3 20182
Arkadios Wealth Advisors 220.02%0.02%0.02%Q2 2021Q3 20212
Professional Financial Advisors, LLC 220.03%0.03%0.03%Q3 2020Q4 20202
Financial Gravity Asset Management, Inc. 220.00%0.01%0.02%Q2 2023Q3 20232
ACG Wealth 110.01%0.08%0.14%Q3 2018Q2 20222
ACCURATE INVESTMENT SOLUTIONS, INC. 220.00%0.03%0.06%Q4 2019Q1 20202
RAYMOND JAMES TRUST N.A. 220.03%0.03%0.03%Q2 2018Q3 20182
RFP Financial Group LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Empowered Funds, LLC 110.26%0.26%0.26%Q1 2023Q1 20231
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
HARTLINE INVESTMENT CORP/ 110.25%0.25%0.25%Q3 2022Q3 20221
Ruggie Capital Group 110.18%0.18%0.18%Q4 2018Q4 20181
WHITTIER TRUST CO 110.01%0.01%0.01%Q1 2015Q1 20151
Menard Financial Group LLC 111.18%1.18%1.18%Q4 2019Q4 20191
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Jane Street Holding, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
XR Securities LLC 110.00%0.00%0.00%Q2 2018Q2 20181
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Virtu Financial LLC 110.06%0.06%0.06%Q3 2017Q3 20171
Archford Capital Strategies, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Wagner Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Sterling Manor Financial, LLC 111.59%1.59%1.59%Q4 2020Q4 20201
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Cornerstone Wealth Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Measured Wealth Private Client Group, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
NIEMANN CAPITAL MANAGEMENT INC 110.64%0.64%0.64%Q2 2020Q2 20201
Mariner, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Amplius Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Rappaport Reiches Capital Management, LLC 110.16%0.16%0.16%Q1 2022Q1 20221
Rehmann Capital Advisory Group 110.44%0.44%0.44%Q3 2019Q3 20191
Vectors Research Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
AVANTAX ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q3 2020Q3 20201
Triangle Securities Wealth Management 110.06%0.06%0.06%Q2 2013Q2 20131
HRT FINANCIAL LP 110.00%0.00%0.00%Q2 2021Q2 20211
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Financial Guidance Group, Inc. 110.80%0.80%0.80%Q4 2022Q4 20221
PRUDENTIAL FINANCIAL INC 110.00%0.00%0.00%Q3 2023Q3 20231
ADVISOR CONSULTANT NETWORK INC 110.62%0.62%0.62%Q3 2016Q3 20161
Austin Private Wealth, LLC 110.25%0.25%0.25%Q4 2019Q4 20191
Silicon Valley Capital Partners 110.01%0.01%0.01%Q3 2023Q3 20231
Ellevest, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
PCA Investment Advisory Services Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Destination Wealth Management 110.00%0.00%0.00%Q2 2018Q2 20181
Alpine Partners USVI, LLC 110.33%0.33%0.33%Q2 2013Q2 20131
Van Hulzen Asset Management, LLC 110.05%0.05%0.05%Q3 2019Q3 20191
North Star Investment Management Corp. 110.00%0.00%0.00%Q2 2017Q2 20171
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Baker Avenue Asset Management, LP 110.01%0.01%0.01%Q1 2023Q1 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
DRW Securities, LLC 110.03%0.03%0.03%Q2 2013Q2 20131
Consolidated Planning Corp 110.02%0.02%0.02%Q3 2021Q3 20211
Beacon Financial Advisory LLC 110.20%0.20%0.20%Q3 2020Q3 20201
Braun-Bostich & Associates Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
DAVENPORT & Co LLC 110.00%0.00%0.00%Q3 2021Q3 20211
IFS Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Concorde Asset Management, LLC 110.15%0.15%0.15%Q4 2019Q4 20191
Weaver Consulting Group 110.00%0.00%0.00%Q3 2020Q3 20201
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2022Q1 20221
VERUS CAPITAL PARTNERS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Simplicity Solutions, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
ASSETMARK, INC 110.00%0.00%0.00%Q3 2019Q3 20191
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Avestar Capital, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2017Q3 20171
EVOKE WEALTH, LLC 110.49%0.49%0.49%Q4 2019Q4 20191
FIFTH THIRD SECURITIES, INC. 110.94%0.94%0.94%Q1 2022Q1 20221
Claybrook Capital, LLC 110.11%0.11%0.11%Q4 2018Q4 20181
Newbridge Financial Services Group, Inc. 110.03%0.03%0.03%Q3 2020Q3 20201
WealthBridge Capital Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
GeoWealth Management, LLC 110.11%0.11%0.11%Q3 2021Q3 20211
External links

This page lists all the filers that currently own SPDR SERIES TRUST or have owned SPDR SERIES TRUST in the past.