SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 40400.00%0.00%0.00%Q4 2013Q3 202340
Winslow, Evans & Crocker, Inc. 29290.00%0.00%0.01%Q4 2013Q4 202029
BANK OF AMERICA CORP /DE/ 28280.00%0.00%0.01%Q4 2016Q3 202328
UBS Group AG 1510.00%0.00%0.00%Q1 2015Q3 202326
LPL Financial LLC 25250.00%0.01%0.03%Q3 2017Q3 202325
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.00%Q3 2013Q3 202325
US BANCORP \DE\ 22220.00%0.00%0.00%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
ROYAL BANK OF CANADA 710.00%0.00%0.00%Q2 2015Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
GOLDMAN SACHS GROUP INC 1710.00%0.00%0.00%Q2 2017Q2 202318
BlackRock Inc. 18180.00%0.00%0.00%Q2 2018Q3 202218
Citadel Advisors 510.00%0.00%0.00%Q4 2016Q2 202317
Patriot Financial Group Insurance Agency, LLC 16160.00%0.00%0.01%Q3 2018Q2 202216
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
STEPHENS INC /AR/ 14140.01%0.01%0.02%Q2 2020Q3 202314
WELLS FARGO & COMPANY/MN 730.00%0.00%0.00%Q4 2019Q3 202314
LEVEL FOUR ADVISORY SERVICES, LLC 14140.03%0.11%0.39%Q2 2020Q3 202314
Professional Financial Advisors, LLC 1310.11%0.26%0.82%Q4 2019Q2 202314
Geneos Wealth Management Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
Tower Research Capital LLC (TRC) 710.00%0.01%0.02%Q4 2014Q3 202312
Wealthcare Advisory Partners LLC 11110.01%0.03%0.06%Q1 2021Q3 202311
Csenge Advisory Group 11110.02%0.04%0.04%Q1 2021Q3 202311
AVANTAX ADVISORY SERVICES, INC. 10100.01%0.02%0.03%Q2 2021Q3 202310
ENVESTNET ASSET MANAGEMENT INC 10100.00%0.00%0.00%Q2 2021Q3 202310
AMERIPRISE FINANCIAL INC 10100.00%0.01%0.01%Q2 2021Q3 202310
COMMONWEALTH EQUITY SERVICES, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
CREATIVE FINANCIAL DESIGNS INC /ADV 10100.00%0.01%0.01%Q3 2018Q4 202010
Dynamic Advisor Solutions LLC 10100.01%0.03%0.04%Q2 2021Q3 202310
Advisor Group, Inc. 910.00%0.00%0.00%Q4 2016Q4 201910
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 640.00%0.00%0.00%Q4 2018Q3 202310
LWS Wealth Advisors, Inc. 10102.92%3.65%3.97%Q2 2021Q3 202310
BARCLAYS PLC 990.01%0.01%0.01%Q2 2013Q2 20159
FMR LLC 510.00%0.00%0.00%Q4 2018Q3 20239
Cambridge Investment Research Advisors, Inc. 810.00%0.02%0.03%Q4 2019Q3 20239
Western Wealth Management, LLC 810.02%0.03%0.03%Q2 2021Q3 20239
TRUIST FINANCIAL CORP 990.00%0.00%0.00%Q3 2021Q3 20239
Equitable Holdings, Inc. 990.01%0.01%0.01%Q3 2021Q3 20239
Raymond James Financial Services Advisors, Inc. 530.00%0.01%0.02%Q3 2021Q3 20238
J.W. COLE ADVISORS, INC. 880.02%0.07%0.12%Q4 2021Q3 20238
Prosperity Consulting Group, LLC 880.13%0.22%0.29%Q4 2021Q3 20238
Koshinski Asset Management, Inc. 770.04%0.05%0.07%Q1 2022Q3 20237
Global Retirement Partners, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Sigma Planning Corp 770.03%0.05%0.06%Q2 2021Q4 20227
GREAT VALLEY ADVISOR GROUP, INC. 770.01%0.02%0.05%Q1 2022Q3 20237
Stratos Wealth Advisors, LLC 770.02%0.36%0.75%Q1 2022Q3 20237
Flagship Private Wealth, LLC 430.12%0.16%0.20%Q4 2020Q3 20237
BENJAMIN F. EDWARDS & COMPANY, INC. 770.00%0.00%0.00%Q2 2021Q4 20227
IHT Wealth Management, LLC 660.12%0.23%0.31%Q2 2021Q3 20226
Systelligence, LLC 661.08%4.29%5.57%Q4 2020Q1 20226
JANE STREET GROUP, LLC 410.00%0.00%0.00%Q3 2018Q1 20226
American Portfolios Advisors 660.00%0.03%0.05%Q2 2021Q3 20226
PRIVATE TRUST CO NA 660.02%0.03%0.03%Q2 2022Q3 20236
Laurel Wealth Advisors, Inc. 660.05%0.07%0.09%Q4 2018Q1 20206
Veracity Capital LLC 550.06%0.12%0.16%Q2 2021Q2 20225
Roger Wittlin Investment Advisory, LLC 412.87%3.85%4.22%Q2 2022Q3 20235
Cetera Advisor Networks LLC 550.01%0.01%0.02%Q1 2021Q1 20225
Virtu KCG Holdings LLC 410.01%0.01%0.02%Q4 2015Q2 20175
Private Advisor Group, LLC 320.00%0.02%0.06%Q1 2022Q2 20235
Betterment LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Integrated Wealth Concepts LLC 410.02%0.03%0.06%Q2 2021Q3 20235
WEALTHSOURCE PARTNERS, LLC 550.04%0.07%0.10%Q3 2021Q3 20225
LADENBURG THALMANN FINANCIAL SERVICES INC. 550.00%0.00%0.00%Q4 2018Q4 20195
Virtu Financial LLC 410.05%0.10%0.16%Q4 2017Q3 20235
MONEY CONCEPTS CAPITAL CORP 410.00%0.09%0.17%Q1 2022Q3 20235
Merit Financial Group, LLC 550.07%0.10%0.14%Q3 2022Q3 20235
Prostatis Group LLC 410.02%2.43%4.31%Q2 2021Q2 20235
MML INVESTORS SERVICES, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
CoreCap Advisors, LLC 310.01%0.02%0.02%Q4 2021Q4 20224
Cetera Investment Advisers 210.00%0.00%0.00%Q1 2022Q3 20234
Keystone Wealth Services, LLC 440.34%0.34%0.35%Q4 2022Q3 20234
RAYMOND JAMES & ASSOCIATES 440.00%0.00%0.00%Q4 2022Q3 20234
FLOW TRADERS U.S. LLC 210.01%0.03%0.07%Q3 2021Q3 20234
Stratos Wealth Partners, LTD. 310.01%0.04%0.09%Q2 2021Q3 20224
WATERS PARKERSON & CO., LLC 310.01%0.02%0.02%Q4 2021Q4 20224
WFG Advisors, LP 330.00%0.00%0.00%Q2 2013Q4 20133
SAXON INTERESTS, INC. 330.29%0.34%0.37%Q4 2022Q2 20233
VitalStone Financial, LLC 330.00%0.00%0.01%Q4 2022Q2 20233
Capital Market Strategies LLC 210.21%0.22%0.23%Q1 2022Q4 20223
Livingston Group Asset Management CO (operating as Southport Capital Management) 210.20%0.27%0.33%Q1 2021Q4 20213
Founders Financial Alliance, LLC 330.01%0.02%0.03%Q2 2022Q4 20223
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q4 2018Q3 20233
UBS AG 330.00%0.00%0.00%Q1 2014Q3 20143
Wescott Financial Advisory Group, LLC 220.05%0.05%0.05%Q4 2022Q1 20232
WealthShield Partners, LLC 220.15%0.15%0.16%Q1 2021Q2 20212
Parkside Financial Bank & Trust 220.01%0.01%0.01%Q2 2023Q3 20232
THRIVENT FINANCIAL FOR LUTHERANS 220.00%0.00%0.00%Q2 2023Q3 20232
ORG Partners LLC 220.31%0.37%0.43%Q1 2023Q2 20232
Byrne Asset Management LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Annapolis Financial Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
LINCOLN NATIONAL CORP 220.01%0.01%0.01%Q3 2021Q4 20212
MIRABELLA FINANCIAL SERVICES LLP 111.64%1.64%1.64%Q1 2022Q1 20221
Bison Wealth, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
GeoWealth Management, LLC 110.53%0.53%0.53%Q3 2023Q3 20231
First Capital Advisors Group, LLC. 110.02%0.02%0.02%Q2 2023Q2 20231
Elevation Capital Advisory, LLC 118.70%8.70%8.70%Q2 2021Q2 20211
EVOKE WEALTH, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
AdvisorNet Financial, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
JD Financial Services Inc. 110.39%0.39%0.39%Q4 2020Q4 20201
Advisor Resource Council 110.02%0.02%0.02%Q4 2021Q4 20211
Philadelphia Financial Management of San Francisco, LLC 117.36%7.36%7.36%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Accel Wealth Management 110.00%0.00%0.00%Q1 2023Q1 20231
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2022Q2 20221
CARRONADE CAPITAL MANAGEMENT, LP 110.04%0.04%0.04%Q1 2023Q1 20231
TMD & ASSOCIATES, INC 112.35%2.35%2.35%Q4 2018Q4 20181
ShoreHaven Wealth Partners, LLC 110.64%0.64%0.64%Q3 2023Q3 20231
Eaton Financial Holdings Company, LLC 110.31%0.31%0.31%Q4 2022Q4 20221
Stonehearth Capital Management, LLC 110.95%0.95%0.95%Q3 2015Q3 20151
KM Capital Management Ltd. 110.22%0.22%0.22%Q4 2022Q4 20221
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
FourWorld Capital Management LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Lumature Wealth Partners, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
NEXT Financial Group, Inc 110.09%0.09%0.09%Q4 2020Q4 20201
External links

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