SPDR SERIES TRUST shareholder history

Current and past SPDR SERIES TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 42420.00%0.00%0.02%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
Checchi Capital Advisers, LLC 40400.52%1.35%4.16%Q4 2013Q3 202340
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Cambridge Advisors Inc. 36360.08%0.12%0.22%Q4 2014Q3 202336
ENVESTNET ASSET MANAGEMENT INC 2120.00%0.01%0.05%Q2 2013Q3 202333
JANE STREET GROUP, LLC 1210.00%0.01%0.09%Q2 2014Q3 202333
US BANCORP \DE\ 33330.00%0.00%0.00%Q2 2015Q2 202333
LEUTHOLD GROUP, LLC 1660.05%0.34%0.72%Q2 2013Q3 202333
IFP Advisors, Inc 17140.00%0.00%0.01%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.00%0.08%Q1 2016Q3 202331
Cambridge Investment Research Advisors, Inc. 31310.00%0.03%0.06%Q1 2016Q3 202331
LifePlan Financial Group, Inc 30300.01%0.55%1.55%Q2 2013Q3 202030
COLONY GROUP LLC 20100.00%0.03%0.29%Q4 2013Q1 202230
Rathbones Group PLC 18110.01%0.02%0.04%Q3 2015Q3 202329
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 27270.24%0.69%0.95%Q4 2014Q2 202127
JPMORGAN CHASE & CO 2610.00%0.00%0.00%Q2 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.04%Q2 2013Q4 201927
Avior Wealth Management, LLC 26260.00%0.00%0.00%Q1 2016Q2 202226
VALLEY NATIONAL ADVISERS INC 26260.00%0.04%0.43%Q4 2014Q1 202126
Windsor Capital Management, LLC 26260.10%1.10%2.27%Q2 2013Q3 201926
LPL Financial LLC 13120.00%0.00%0.01%Q2 2013Q3 202325
PNC FINANCIAL SERVICES GROUP, INC. 25250.00%0.00%0.00%Q1 2015Q1 202125
Front Row Advisors LLC 24240.01%0.01%0.01%Q4 2017Q3 202324
NEXT Financial Group, Inc 1310.00%0.00%0.01%Q3 2014Q4 202124
CITIGROUP INC 1610.00%0.00%0.00%Q2 2013Q1 202324
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1670.09%0.27%0.43%Q1 2016Q4 202123
Krilogy Financial LLC 1110.00%0.07%0.15%Q3 2015Q2 202223
Transamerica Financial Advisors, Inc. 710.00%0.13%0.66%Q3 2013Q3 202323
BAR HARBOR WEALTH MANAGEMENT 21210.02%0.06%0.12%Q2 2013Q2 201821
Advisory Services Network, LLC 810.00%0.01%0.03%Q4 2013Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Raymond James Financial Services Advisors, Inc. 730.00%0.02%0.04%Q3 2015Q3 202321
FIRST TRUST ADVISORS LP 1310.00%0.01%0.02%Q2 2013Q3 202320
Omega Financial Group, LLC 20200.30%1.17%2.67%Q4 2018Q3 202320
NewSquare Capital LLC 810.00%1.33%2.78%Q2 2013Q3 202319
Rehmann Capital Advisory Group 1720.01%0.31%0.58%Q3 2014Q2 201919
GUGGENHEIM CAPITAL LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
AdvisorNet Financial, Inc 1810.00%0.02%0.06%Q4 2017Q3 202319
Citadel Advisors 710.00%0.00%0.00%Q3 2016Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
KWMG, LLC 17170.05%0.77%1.26%Q4 2015Q4 201917
BNP PARIBAS FINANCIAL MARKETS 820.00%0.01%0.02%Q4 2013Q1 201917
Tempus Wealth Planning, LLC 16160.66%3.24%8.76%Q4 2019Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.00%0.01%0.01%Q4 2019Q3 202316
Snowden Capital Advisors LLC 830.01%0.02%0.04%Q1 2018Q2 202216
AE Wealth Management LLC 16160.01%0.02%0.09%Q4 2019Q3 202316
Koshinski Asset Management, Inc. 1030.01%0.08%0.17%Q1 2017Q1 202216
Carroll Financial Associates, Inc. 16160.00%0.01%0.03%Q3 2015Q2 201916
Relaxing Retirement Coach 16160.49%3.42%4.87%Q4 2017Q3 202116
Opes Wealth Management LLC 16160.12%0.24%0.38%Q1 2019Q4 202216
CAPTRUST FINANCIAL ADVISORS 710.00%0.34%3.09%Q4 2014Q4 202116
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q1 2014Q3 202316
Ziegler Capital Management, LLC 15150.07%0.09%0.11%Q1 2020Q3 202315
Commonwealth Equity Services, Inc 15150.00%0.00%0.01%Q2 2013Q4 201615
RAYMOND JAMES & ASSOCIATES 510.00%0.01%0.04%Q2 2013Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
N.E.W. Advisory Services LLC 1410.42%0.47%0.66%Q4 2019Q3 202315
AMERIPRISE FINANCIAL INC 15150.00%0.00%0.00%Q2 2013Q4 201615
55I, LLC 14140.04%0.19%0.46%Q4 2018Q1 202214
MSI Financial Services Inc 14140.00%0.00%0.01%Q3 2013Q4 201614
Vigilant Capital Management, LLC 14140.00%0.09%0.50%Q2 2013Q3 201614
Wealthspire Advisors, L.P. 14140.01%0.02%0.02%Q4 2015Q1 201914
Mariner, LLC 1210.00%0.01%0.01%Q3 2016Q2 202214
American Portfolios Advisors 14140.00%0.00%0.00%Q2 2019Q3 202214
Realta Investment Advisors 13130.05%0.07%0.10%Q3 2020Q3 202313
Bank Julius Baer & Co. Ltd, Zurich 1030.01%0.01%0.03%Q2 2020Q3 202313
Lourd Capital, LLC 13130.07%1.13%1.61%Q2 2013Q2 201613
Sutton Wealth Advisors Inc. 13130.00%0.17%0.39%Q1 2016Q1 201913
Vantage Investment Advisors, LLC 13130.00%0.00%0.01%Q4 2013Q4 201613
Strategic Financial Services, Inc, 750.04%0.06%0.09%Q4 2016Q4 201912
FIFTH THIRD BANCORP 1110.00%0.00%0.00%Q2 2014Q1 202112
ASSETMARK, INC 12120.00%0.04%0.08%Q4 2013Q3 201612
Prospera Financial Services Inc 510.00%0.22%0.46%Q2 2013Q3 202312
Insight Advisors, LLC/ PA 12120.10%0.24%0.48%Q4 2020Q3 202312
BTS Asset Management, Inc. 750.00%0.20%1.04%Q2 2019Q2 202212
Cambria Investment Management, L.P. 12120.04%0.20%0.28%Q4 2014Q3 201712
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Marquette Asset Management, LLC 12120.11%0.17%0.21%Q3 2013Q2 201612
Advisor Group, Inc. 1020.00%0.00%0.02%Q2 2016Q4 201912
Global Retirement Partners, LLC 830.00%0.00%0.01%Q2 2017Q3 202311
Argent Trust Co 11110.01%0.03%0.04%Q4 2018Q2 202111
BANK OF MONTREAL /CAN/ 710.00%0.00%0.00%Q3 2013Q3 202311
Psagot Value Holdings Ltd. 11110.01%0.01%0.01%Q2 2013Q4 201511
AMG National Trust Bank 11110.01%0.02%0.04%Q1 2021Q3 202311
Pflug Koory, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
AGF INVESTMENTS INC. 11110.01%0.01%0.02%Q2 2016Q4 201811
HighTower Advisors, LLC 610.00%0.00%0.01%Q3 2017Q3 202310
NewEdge Advisors, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Ameritas Investment Partners, Inc. 10100.02%0.08%0.14%Q2 2021Q3 202310
Allworth Financial LP 10100.00%0.00%0.00%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
VSR Financial Services, Inc. 990.04%0.15%0.31%Q2 2013Q2 20159
MANUFACTURERS LIFE INSURANCE COMPANY, THE 420.00%0.00%0.01%Q4 2014Q3 20189
Baird Financial Group, Inc. 610.00%0.00%0.01%Q1 2018Q3 20239
Advisors Asset Management, Inc. 990.00%0.00%0.00%Q1 2018Q1 20209
Fusion Investment Group, LLC 990.08%0.45%0.87%Q4 2013Q4 20159
TD Capital Management LLC 990.00%0.00%0.00%Q3 2017Q3 20199
Creative Planning 810.00%0.00%0.01%Q2 2013Q4 20169
WEALTHSOURCE PARTNERS, LLC 810.02%0.06%0.08%Q3 2017Q1 20229
Janney Montgomery Scott LLC 710.00%0.02%0.05%Q3 2013Q3 20239
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 510.00%0.00%0.00%Q1 2014Q3 20228
TRUIST FINANCIAL CORP 880.00%0.00%0.00%Q4 2019Q3 20218
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
Bluefin Trading, LLC 310.01%0.19%0.52%Q3 2014Q3 20178
OneDigital Investment Advisors LLC 530.00%0.09%0.13%Q2 2017Q2 20198
PRUDENTIAL FINANCIAL INC 410.00%0.00%0.00%Q2 2017Q1 20218
WHITTIER TRUST CO OF NEVADA INC 710.00%0.00%0.00%Q2 2013Q4 20198
GREAT WEST LIFE ASSURANCE CO /CAN/ 880.00%0.00%0.00%Q3 2013Q2 20158
Pinnacle Advisory Group, Inc. 880.01%0.02%0.03%Q2 2019Q1 20218
ARROW FINANCIAL CORP 880.01%0.01%0.02%Q3 2017Q2 20198
Partnervest Advisory Services LLC 880.10%0.35%0.66%Q4 2013Q3 20158
Congress Wealth Management LLC / DE / 880.01%0.01%0.01%Q4 2021Q3 20238
Virtu KCG Holdings LLC 310.01%0.01%0.02%Q4 2013Q2 20177
ROOSEVELT INVESTMENT GROUP LLC 770.02%0.04%0.06%Q1 2017Q3 20187
MANAGED ACCOUNT ADVISORS LLC 770.00%0.00%0.01%Q4 2013Q2 20157
ACIMA PRIVATE WEALTH, LLC 773.08%4.84%5.74%Q4 2018Q2 20207
Edge Advisors, LLC 770.00%0.00%0.00%Q4 2016Q2 20187
Neuburgh Advisers LLC 660.00%0.00%0.00%Q2 2018Q3 20196
Stratos Wealth Partners, LTD. 660.02%0.02%0.03%Q1 2018Q2 20196
Flinton Capital Management LLC 660.00%0.00%0.00%Q2 2018Q3 20196
MUFG Americas Holdings Corp 660.00%0.00%0.00%Q3 2013Q4 20146
Horizon Investments, LLC 510.02%0.62%2.42%Q3 2013Q3 20206
RIVERHEAD CAPITAL MANAGEMENT LLC 660.00%0.00%0.01%Q2 2018Q3 20196
Alexandria Capital, LLC 660.00%0.00%0.00%Q4 2014Q1 20166
FLOW TRADERS U.S. LLC 210.01%0.04%0.09%Q1 2020Q2 20236
Twele Capital Management, Inc. 660.06%0.07%0.07%Q3 2013Q4 20146
Tyers Asset Management LLC 660.00%0.00%0.00%Q2 2018Q3 20196
BLB&B Advisors, LLC 330.04%0.05%0.05%Q1 2015Q4 20166
Meadow Creek Investment Management LLC 660.00%0.00%0.00%Q2 2018Q3 20196
APPLETON PARTNERS INC/MA 660.05%0.21%0.31%Q1 2017Q2 20186
Maryland Capital Management 510.03%0.03%0.04%Q1 2018Q4 20196
Berger Financial Group, Inc 660.09%0.11%0.14%Q4 2020Q1 20226
Hudock, Inc. 660.00%0.80%1.68%Q3 2014Q4 20156
BB&T SECURITIES, LLC 330.00%0.00%0.01%Q1 2018Q3 20196
BALDWIN BROTHERS LLC/MA 660.01%0.01%0.01%Q1 2018Q2 20196
UBS AG 660.00%0.01%0.01%Q2 2013Q3 20146
MML INVESTORS SERVICES, LLC 310.00%0.01%0.01%Q1 2018Q3 20235
Arcus Capital Partners, LLC 550.63%0.69%0.74%Q4 2016Q4 20175
HARVEST GROUP WEALTH MANAGEMENT, LLC 320.00%1.54%3.89%Q1 2018Q3 20195
Vista Private Wealth Partners. LLC 410.01%0.25%0.34%Q3 2019Q3 20235
Sowell Financial Services LLC 550.00%0.00%0.00%Q3 2019Q3 20205
Sharkey, Howes & Javer 550.00%0.06%0.10%Q1 2015Q1 20165
RWA WEALTH PARTNERS, LLC 410.09%0.82%1.59%Q3 2017Q3 20205
Private Advisor Group, LLC 410.00%0.02%0.03%Q3 2014Q1 20215
Simplicity Solutions, LLC 550.01%0.04%0.13%Q4 2019Q4 20205
FLAGSTAR ADVISORS INC 550.02%0.11%0.23%Q3 2021Q3 20225
BlackRock Inc. 550.00%0.00%0.00%Q4 2015Q4 20165
NEW ENGLAND SECURITIES CORP /MA/ 550.00%0.00%0.01%Q4 2013Q4 20145
Fortis Advisors, LLC 550.00%0.02%0.04%Q4 2018Q4 20195
PRUDENTIAL PLC 310.01%0.01%0.01%Q2 2020Q2 20214
Covenant Multifamily Offices, LLC 440.05%0.10%0.12%Q2 2019Q1 20204
Hoover Financial Advisors, Inc. 440.00%0.00%0.01%Q2 2020Q1 20214
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q4 2014Q3 20234
New England Private Wealth Advisors LLC 440.20%0.21%0.22%Q4 2013Q3 20144
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.65%0.90%1.14%Q4 2022Q3 20234
Gupta Wealth Management LLC 440.01%0.01%0.01%Q1 2015Q4 20154
Executive Wealth Management, LLC 440.07%0.08%0.08%Q3 2020Q2 20214
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.12%0.13%0.15%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Curi Wealth Management, LLC 310.00%0.00%0.00%Q4 2020Q2 20224
FMR LLC 210.00%0.00%0.00%Q4 2018Q1 20224
Clal Insurance Enterprises Holdings Ltd 440.00%0.00%0.00%Q4 2014Q3 20154
IHT Wealth Management, LLC 440.00%0.13%0.47%Q4 2016Q3 20174
Smithfield Trust Co 440.00%0.00%0.00%Q4 2013Q3 20144
FIL Ltd 440.01%0.01%0.01%Q4 2014Q3 20154
Continuum Advisory, LLC 440.16%0.17%0.19%Q2 2019Q1 20204
Arkadios Wealth Advisors 440.01%0.01%0.02%Q4 2020Q3 20214
Canal Capital Management, LLC 330.86%1.07%1.26%Q2 2015Q4 20153
Virtu Financial LLC 210.03%0.04%0.04%Q3 2017Q2 20183
Synergy Asset Management, LLC 210.08%0.90%2.52%Q4 2022Q3 20233
Tradewinds Capital Management, LLC 210.00%0.00%0.00%Q3 2016Q4 20173
WBI INVESTMENTS, LLC 330.03%0.38%1.06%Q4 2016Q2 20173
FLAGSHIP HARBOR ADVISORS, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Stratford Consulting, LLC 330.59%0.97%1.19%Q2 2013Q4 20133
West Wealth Group, LLC 330.12%0.21%0.26%Q1 2023Q3 20233
BAIRD ROBERT W & CO INC /WI/ 210.02%0.02%0.03%Q3 2013Q2 20143
Coppell Advisory Solutions LLC 210.00%0.73%1.10%Q4 2022Q3 20233
Capital Asset Advisory Services LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Selective Wealth Management, Inc. 330.01%0.01%0.01%Q1 2022Q3 20223
Spire Wealth Management 110.00%0.00%0.00%Q1 2021Q4 20223
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
Private Advisory Group LLC 210.20%0.33%0.42%Q4 2020Q3 20233
Cetera Advisor Networks LLC 110.00%0.00%0.01%Q2 2020Q3 20233
AlphaQ Advisors LLC 330.87%1.33%1.85%Q1 2023Q3 20233
Risk Paradigm Group, LLC 331.02%2.34%3.76%Q2 2015Q4 20153
Ensign Peak Advisors, Inc 330.00%0.00%0.00%Q4 2019Q2 20203
Ruggie Capital Group 210.00%0.00%0.01%Q2 2015Q4 20183
Mirae Asset Global Investments Co., Ltd. 210.01%0.02%0.03%Q1 2015Q4 20153
B. Riley Wealth Management, Inc. 330.00%0.00%0.00%Q2 2014Q4 20143
Argentus Capital Management, LLC 330.00%0.02%0.03%Q1 2016Q3 20163
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Austin Private Wealth, LLC 330.04%0.04%0.04%Q4 2022Q2 20233
Trilogy Capital Inc. 210.14%0.87%2.19%Q3 2018Q4 20193
Advisory Alpha, LLC 210.00%0.00%0.00%Q3 2016Q3 20183
Antonetti Capital Management LLC 330.03%0.05%0.07%Q1 2014Q3 20143
Royal Fund Management, LLC 330.00%0.49%1.38%Q1 2018Q3 20183
Cetera Investment Advisers 220.00%0.00%0.00%Q2 2023Q3 20232
Columbus Macro, LLC 220.21%0.21%0.21%Q2 2023Q3 20232
Tactical Allocation Group LLC 221.97%2.06%2.14%Q4 2013Q1 20142
BREITER CAPITAL MANAGEMENT INC 220.30%0.32%0.34%Q2 2019Q3 20192
AlphaStar Capital Management, LLC 220.08%0.09%0.10%Q4 2022Q1 20232
Jefferies Group LLC 220.00%0.00%0.00%Q3 2013Q4 20132
LAM GROUP, INC. 220.07%0.23%0.39%Q2 2023Q3 20232
SUNTRUST BANKS INC 220.00%0.00%0.00%Q1 2014Q2 20142
DEUTSCHE BANK AG\ 220.00%0.00%0.00%Q2 2014Q3 20142
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q1 2018Q3 20232
Balboa Wealth Partners 110.10%0.23%0.37%Q1 2023Q3 20232
Beacon Pointe Advisors, LLC 110.01%0.01%0.01%Q1 2023Q3 20232
SEI INVESTMENTS CO 220.00%0.00%0.00%Q2 2017Q3 20172
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q2 2017Q1 20202
Almanack Investment Partners, LLC. 110.09%0.16%0.22%Q1 2017Q4 20172
WASHINGTON TRUST BANK 110.00%0.01%0.01%Q2 2016Q4 20162
Aurora Private Wealth, Inc. 110.31%0.32%0.32%Q1 2023Q3 20232
SYKON CAPITAL LLC 221.70%1.76%1.82%Q2 2023Q3 20232
FOUNDERS FINANCIAL SECURITIES LLC 110.09%0.13%0.18%Q3 2014Q3 20202
BREWIN DOLPHIN LTD 220.00%0.01%0.02%Q3 2017Q4 20172
WFG Advisors, LP 110.00%0.00%0.00%Q4 2013Q4 20142
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q4 2015Q2 20162
First Allied Advisory Services, Inc. 110.00%0.01%0.01%Q2 2018Q3 20192
Heritage Wealth Advisors 220.00%0.00%0.00%Q3 2018Q4 20182
LAZARD ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q4 2014Q1 20152
EP Wealth Advisors, LLC 220.06%0.08%0.11%Q3 2018Q4 20182
Jane Street Holding, LLC 220.01%0.02%0.04%Q2 2013Q3 20132
Elmwood Wealth Management, Inc. 220.17%0.22%0.28%Q4 2021Q1 20222
COMMONWEALTH EQUITY SERVICES, LLC 110.00%0.01%0.02%Q1 2023Q3 20232
MILLENNIUM MANAGEMENT LLC 220.00%0.00%0.00%Q2 2018Q3 20182
WealthTrust-Arizona, LLC 220.00%0.00%0.00%Q2 2014Q3 20142
New Vernon Capital Holdings II LLC 220.36%0.39%0.42%Q2 2017Q3 20172
PFG Investments, LLC 220.07%0.07%0.08%Q2 2023Q3 20232
Idaho Trust Bank 220.39%0.43%0.47%Q2 2023Q3 20232
TRANSCEND CAPITAL ADVISORS, LLC 110.06%0.06%0.07%Q1 2023Q3 20232
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q4 2014Q3 20152
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2014Q1 20152
Crabel Capital Management, LLC 220.46%0.59%0.73%Q4 2017Q1 20182
Mutual Advisors, LLC 110.06%0.07%0.09%Q1 2023Q3 20232
Long Wharf Investors, Inc. 220.55%0.62%0.70%Q1 2014Q2 20142
Cornerstone Wealth Management, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Sequoia Financial Advisors, LLC 110.10%0.21%0.32%Q1 2015Q2 20162
Lindbrook Capital, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
LINCOLN NATIONAL CORP 110.04%0.04%0.04%Q1 2023Q1 20231
Ground Swell Capital, LLC 110.08%0.08%0.08%Q2 2014Q2 20141
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Kestra Advisory Services, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
American Financial Network Advisory Services LLC 114.31%4.31%4.31%Q1 2018Q1 20181
Patten Group, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
B. Riley Wealth Advisors, Inc. 110.02%0.02%0.02%Q1 2023Q1 20231
ProVise Management Group, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
D.A. DAVIDSON & CO. 110.00%0.00%0.00%Q2 2016Q2 20161
Clearview Wealth Advisors LLC 112.84%2.84%2.84%Q3 2023Q3 20231
Verition Fund Management LLC 110.06%0.06%0.06%Q3 2014Q3 20141
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q3 2023Q3 20231
Sandy Spring Bank 110.00%0.00%0.00%Q1 2021Q1 20211
Gradient Investments LLC 110.00%0.00%0.00%Q4 2013Q4 20131
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q1 2013Q1 20131
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2016Q1 20161
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
ParenteBeard Wealth Management, LLC 112.39%2.39%2.39%Q4 2014Q4 20141
JNBA Financial Advisors 110.00%0.00%0.00%Q1 2014Q1 20141
NOMURA HOLDINGS INC 110.02%0.02%0.02%Q2 2013Q2 20131
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2022Q4 20221
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Legacy Private Trust Co. 112.46%2.46%2.46%Q2 2013Q2 20131
Retirement Planning Group, LLC 110.34%0.34%0.34%Q2 2013Q2 20131
PARSONS CAPITAL MANAGEMENT INC/RI 110.01%0.01%0.01%Q1 2015Q1 20151
Aries Wealth Management 110.33%0.33%0.33%Q1 2022Q1 20221
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2015Q1 20151
Financial Services Advisory Inc 110.36%0.36%0.36%Q1 2018Q1 20181
Gemmer Asset Management LLC 110.00%0.00%0.00%Q2 2014Q2 20141
BDO Wealth Advisors, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
FineMark National Bank & Trust 110.00%0.00%0.00%Q2 2014Q2 20141
Cavalier Investments, LLC 110.22%0.22%0.22%Q2 2016Q2 20161
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q2 2016Q2 20161
Belpointe Asset Management LLC 110.09%0.09%0.09%Q3 2023Q3 20231
CWM, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
IAMS WEALTH MANAGEMENT, LLC 110.92%0.92%0.92%Q4 2022Q4 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Coppell Advisory Solutions Corp. 111.08%1.08%1.08%Q4 2022Q4 20221
Waverton Investment Management Ltd 110.04%0.04%0.04%Q2 2016Q2 20161
Parallel Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Pathway Financial Advisors LLC 110.04%0.04%0.04%Q4 2017Q4 20171
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Oxler Private Wealth LLC 110.00%0.00%0.00%Q3 2022Q3 20221
G&S Capital LLC 110.03%0.03%0.03%Q1 2018Q1 20181
Sunbelt Securities, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Stadion Money Management, LLC 110.02%0.02%0.02%Q3 2013Q3 20131
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Claro Advisors LLC 110.02%0.02%0.02%Q4 2018Q4 20181
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Tri-Star Advisors Inc. 110.11%0.11%0.11%Q4 2022Q4 20221
MILESTONE ASSET MANAGEMENT, LLC 113.07%3.07%3.07%Q4 2022Q4 20221
Truvestments Capital LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Ironwood Financial, llc 110.02%0.02%0.02%Q3 2015Q3 20151
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Brookstone Capital Management 110.01%0.01%0.01%Q4 2022Q4 20221
Csenge Advisory Group 110.02%0.02%0.02%Q3 2018Q3 20181
NewFocus Financial Group, LLC 110.13%0.13%0.13%Q3 2015Q3 20151
CERTUITY, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q1 2019Q1 20191
Strategic Advocates LLC 110.89%0.89%0.89%Q3 2023Q3 20231
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Key FInancial Inc 110.04%0.04%0.04%Q1 2020Q1 20201
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q2 2014Q2 20141
Private Ocean, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q1 2021Q1 20211
Nilsine Partners, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
External links

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