Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2020 | 29 |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
UBS Group AG | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 26 |
LPL Financial LLC | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 25 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
ROYAL BANK OF CANADA | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
GOLDMAN SACHS GROUP INC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 18 |
BlackRock Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 17 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
STEPHENS INC /AR/ | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
WELLS FARGO & COMPANY/MN | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
LEVEL FOUR ADVISORY SERVICES, LLC | 14 | 14 | 0.03% | 0.11% | 0.39% | Q2 2020 | Q3 2023 | 14 |
Professional Financial Advisors, LLC | 13 | 1 | 0.11% | 0.26% | 0.82% | Q4 2019 | Q2 2023 | 14 |
Geneos Wealth Management Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Csenge Advisory Group | 11 | 11 | 0.02% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
AMERIPRISE FINANCIAL INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
COMMONWEALTH EQUITY SERVICES, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 10 |
Dynamic Advisor Solutions LLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Advisor Group, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 10 |
LWS Wealth Advisors, Inc. | 10 | 10 | 2.92% | 3.65% | 3.97% | Q2 2021 | Q3 2023 | 10 |
BARCLAYS PLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
FMR LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 9 |
Cambridge Investment Research Advisors, Inc. | 8 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 9 |
Western Wealth Management, LLC | 8 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 9 |
TRUIST FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Equitable Holdings, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Raymond James Financial Services Advisors, Inc. | 5 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
J.W. COLE ADVISORS, INC. | 8 | 8 | 0.02% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Prosperity Consulting Group, LLC | 8 | 8 | 0.13% | 0.22% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Koshinski Asset Management, Inc. | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Sigma Planning Corp | 7 | 7 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q4 2022 | 7 |
GREAT VALLEY ADVISOR GROUP, INC. | 7 | 7 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Stratos Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.36% | 0.75% | Q1 2022 | Q3 2023 | 7 |
Flagship Private Wealth, LLC | 4 | 3 | 0.12% | 0.16% | 0.20% | Q4 2020 | Q3 2023 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
IHT Wealth Management, LLC | 6 | 6 | 0.12% | 0.23% | 0.31% | Q2 2021 | Q3 2022 | 6 |
Systelligence, LLC | 6 | 6 | 1.08% | 4.29% | 5.57% | Q4 2020 | Q1 2022 | 6 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 6 |
American Portfolios Advisors | 6 | 6 | 0.00% | 0.03% | 0.05% | Q2 2021 | Q3 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Laurel Wealth Advisors, Inc. | 6 | 6 | 0.05% | 0.07% | 0.09% | Q4 2018 | Q1 2020 | 6 |
Veracity Capital LLC | 5 | 5 | 0.06% | 0.12% | 0.16% | Q2 2021 | Q2 2022 | 5 |
Roger Wittlin Investment Advisory, LLC | 4 | 1 | 2.87% | 3.85% | 4.22% | Q2 2022 | Q3 2023 | 5 |
Cetera Advisor Networks LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Virtu KCG Holdings LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2017 | 5 |
Private Advisor Group, LLC | 3 | 2 | 0.00% | 0.02% | 0.06% | Q1 2022 | Q2 2023 | 5 |
Betterment LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Integrated Wealth Concepts LLC | 4 | 1 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 5 |
WEALTHSOURCE PARTNERS, LLC | 5 | 5 | 0.04% | 0.07% | 0.10% | Q3 2021 | Q3 2022 | 5 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Virtu Financial LLC | 4 | 1 | 0.05% | 0.10% | 0.16% | Q4 2017 | Q3 2023 | 5 |
MONEY CONCEPTS CAPITAL CORP | 4 | 1 | 0.00% | 0.09% | 0.17% | Q1 2022 | Q3 2023 | 5 |
Merit Financial Group, LLC | 5 | 5 | 0.07% | 0.10% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Prostatis Group LLC | 4 | 1 | 0.02% | 2.43% | 4.31% | Q2 2021 | Q2 2023 | 5 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 4 |
Cetera Investment Advisers | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Keystone Wealth Services, LLC | 4 | 4 | 0.34% | 0.34% | 0.35% | Q4 2022 | Q3 2023 | 4 |
RAYMOND JAMES & ASSOCIATES | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 4 |
Stratos Wealth Partners, LTD. | 3 | 1 | 0.01% | 0.04% | 0.09% | Q2 2021 | Q3 2022 | 4 |
WATERS PARKERSON & CO., LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 4 |
WFG Advisors, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
SAXON INTERESTS, INC. | 3 | 3 | 0.29% | 0.34% | 0.37% | Q4 2022 | Q2 2023 | 3 |
VitalStone Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Capital Market Strategies LLC | 2 | 1 | 0.21% | 0.22% | 0.23% | Q1 2022 | Q4 2022 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 1 | 0.20% | 0.27% | 0.33% | Q1 2021 | Q4 2021 | 3 |
Founders Financial Alliance, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 3 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 3 |
UBS AG | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Wescott Financial Advisory Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q1 2021 | Q2 2021 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.31% | 0.37% | 0.43% | Q1 2023 | Q2 2023 | 2 |
Byrne Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Annapolis Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 1.64% | 1.64% | 1.64% | Q1 2022 | Q1 2022 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Elevation Capital Advisory, LLC | 1 | 1 | 8.70% | 8.70% | 8.70% | Q2 2021 | Q2 2021 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JD Financial Services Inc. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2020 | Q4 2020 | 1 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Philadelphia Financial Management of San Francisco, LLC | 1 | 1 | 7.36% | 7.36% | 7.36% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Accel Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CARRONADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
TMD & ASSOCIATES, INC | 1 | 1 | 2.35% | 2.35% | 2.35% | Q4 2018 | Q4 2018 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
Stonehearth Capital Management, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2015 | Q3 2015 | 1 |
KM Capital Management Ltd. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
FourWorld Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.