SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1010.00%0.00%0.00%Q2 2013Q2 202358
LPL Financial LLC 42420.00%0.02%0.04%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.03%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.03%0.07%0.12%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 42420.30%1.04%2.04%Q2 2013Q3 202342
Private Ocean, LLC 40400.96%4.53%14.40%Q4 2013Q3 202340
GOLDMAN SACHS GROUP INC 3540.00%0.01%0.04%Q1 2012Q3 202339
Regal Investment Advisors LLC 37370.01%0.15%0.84%Q3 2014Q3 202337
Citadel Advisors 1020.00%0.00%0.01%Q1 2015Q2 202337
FC Advisory LLC 36360.14%0.47%0.70%Q1 2015Q4 202336
SEI INVESTMENTS CO 36360.00%0.11%0.39%Q4 2014Q3 202336
CITIGROUP INC 3020.00%0.00%0.00%Q2 2013Q3 202336
ENVESTNET ASSET MANAGEMENT INC 2010.00%0.01%0.04%Q2 2013Q3 202336
UBS Group AG 36360.00%0.01%0.01%Q4 2014Q3 202336
Ameritas Investment Partners, Inc. 36360.00%0.00%0.02%Q4 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 3510.00%0.00%0.00%Q4 2013Q3 202336
FIRST TRUST ADVISORS LP 36360.00%0.00%0.00%Q4 2014Q3 202336
SHEETS SMITH WEALTH MANAGEMENT 2110.03%0.06%0.10%Q3 2014Q3 202335
HighTower Advisors, LLC 2910.00%0.02%0.09%Q2 2013Q3 202334
KWMG, LLC 2760.14%0.26%0.41%Q2 2015Q3 202333
Cambridge Investment Research Advisors, Inc. 3020.00%0.01%0.03%Q4 2014Q3 202332
Private Advisor Group, LLC 32320.00%0.02%0.03%Q4 2015Q3 202332
STIFEL FINANCIAL CORP 31310.00%0.00%0.02%Q1 2016Q3 202331
COLDSTREAM CAPITAL MANAGEMENT INC 1340.01%0.12%0.46%Q2 2013Q3 202331
UNITED CAPITAL FINANCIAL ADVISORS, LLC 31310.00%0.09%0.36%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.02%0.11%Q4 2015Q3 202331
BLAIR WILLIAM & CO/IL 30300.00%0.02%0.06%Q2 2016Q3 202330
Jacobi Capital Management LLC 30300.03%0.05%0.09%Q2 2016Q3 202330
Geneos Wealth Management Inc. 30300.00%0.01%0.02%Q2 2016Q3 202330
FMR LLC 30300.00%0.01%0.02%Q2 2016Q3 202330
ASPIRIANT, LLC 1660.02%0.08%0.28%Q4 2013Q1 202230
Raymond James Financial Services Advisors, Inc. 16140.01%0.02%0.06%Q1 2016Q3 202330
Clearwater Capital Advisors, LLC 28280.03%0.21%0.56%Q2 2016Q1 202328
HCR Wealth Advisors 28280.05%0.08%0.17%Q4 2016Q3 202328
JANE STREET GROUP, LLC 710.00%0.01%0.07%Q2 2014Q3 202328
FAS Wealth Partners, Inc. 28280.00%0.14%0.34%Q4 2016Q3 202328
BANK OF MONTREAL /CAN/ 1910.00%0.00%0.00%Q2 2013Q3 202227
Creative Planning 1910.00%0.01%0.02%Q1 2015Q3 202327
Ausdal Financial Partners, Inc. 2610.00%0.16%0.27%Q4 2015Q3 202327
BerganKDV Wealth Management, LLC 2610.02%0.05%0.11%Q3 2016Q2 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.03%Q2 2013Q4 201927
AFT, FORSYTH & COMPANY, INC. 2420.96%1.30%1.74%Q2 2013Q3 202326
Steward Partners Investment Advisory, LLC 1880.00%0.01%0.02%Q4 2016Q3 202326
McAdam, LLC 26260.15%0.40%0.69%Q2 2017Q3 202326
CWM, LLC 1080.00%0.00%0.00%Q1 2016Q3 202326
BB&T SECURITIES, LLC 26260.00%0.01%0.04%Q2 2013Q3 201926
Cetera Investment Advisers 1610.01%0.04%0.11%Q1 2016Q3 202325
FIFTH THIRD BANCORP 25250.00%0.00%0.00%Q2 2016Q2 202225
BAR HARBOR WEALTH MANAGEMENT 24240.03%0.04%0.06%Q4 2017Q3 202324
White Lighthouse Investment Management Inc. 24240.05%0.09%0.14%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.04%Q4 2017Q3 202324
MML INVESTORS SERVICES, LLC 2030.00%0.01%0.02%Q2 2017Q3 202323
LINCOLN NATIONAL CORP 1210.01%0.02%0.05%Q2 2015Q3 202323
CREATIVE FINANCIAL DESIGNS INC /ADV 12110.00%0.01%0.08%Q4 2016Q3 202323
Gradient Capital Advisors, LLC 23230.16%0.35%0.56%Q4 2017Q2 202323
Avantax Planning Partners, Inc. 2110.00%1.21%3.16%Q4 2016Q3 202323
Parallel Advisors, LLC 1490.00%0.00%0.01%Q4 2016Q3 202323
First Allied Advisory Services, Inc. 740.01%0.02%0.03%Q2 2013Q3 202023
Cypress Wealth Services, LLC 23230.06%0.10%0.13%Q4 2017Q2 202323
Wealthcare Advisory Partners LLC 1850.01%0.05%0.09%Q3 2017Q3 202323
JPMORGAN CHASE & CO 1610.00%0.00%0.00%Q2 2013Q3 202322
Parkside Investments, LLC 22220.61%1.15%1.99%Q2 2018Q3 202322
Hudock, Inc. 1480.02%1.49%2.51%Q3 2014Q1 202222
Stratos Wealth Partners, LTD. 1310.01%0.12%0.71%Q3 2014Q3 202321
AdvisorNet Financial, Inc 1290.00%0.02%0.10%Q4 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Baird Financial Group, Inc. 21210.00%0.00%0.01%Q3 2018Q3 202321
Avidian Wealth Solutions, LLC 1920.10%0.72%1.53%Q4 2017Q3 202321
HUNTINGTON NATIONAL BANK 19190.00%0.00%0.01%Q1 2019Q3 202321
Renaissance Technologies 910.00%0.01%0.02%Q4 2017Q2 202320
Black Diamond Financial, LLC 20200.07%0.14%0.24%Q4 2018Q3 202320
SAGE FINANCIAL GROUP INC 20200.15%0.57%3.19%Q4 2013Q3 201820
OARSMAN CAPITAL, INC. 10100.12%0.17%0.22%Q2 2014Q2 201920
PRINCIPAL FINANCIAL GROUP INC 1730.00%0.00%0.00%Q2 2013Q3 202320
US BANCORP \DE\ 1370.00%0.00%0.00%Q4 2016Q3 202320
Cardan Capital Partners, LLC 20200.35%1.00%1.74%Q4 2016Q3 202120
Patriot Financial Group Insurance Agency, LLC 1640.01%0.03%0.06%Q2 2017Q2 202220
OneDigital Investment Advisors LLC 20200.01%0.12%0.36%Q4 2018Q3 202320
Vigilant Capital Management, LLC 20200.15%1.95%2.52%Q2 2013Q1 201820
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Reitz Capital Advisors LLC 19190.22%0.67%1.08%Q4 2018Q2 202319
Capital Advisors, Ltd. LLC 1810.01%0.03%0.11%Q1 2015Q1 202019
Blue Chip Partners, LLC 19190.07%0.27%1.52%Q4 2018Q2 202319
Simplicity Solutions, LLC 810.00%0.07%0.27%Q4 2014Q1 202119
ARGI Investment Services, LLC 1180.01%0.03%0.05%Q4 2016Q4 202219
GIRARD PARTNERS LTD. 19190.04%0.08%0.12%Q1 2018Q3 202219
Live Your Vision, LLC 1170.01%0.47%1.25%Q2 2014Q1 201918
Apollon Wealth Management, LLC 18180.06%0.13%0.31%Q2 2019Q3 202318
MACKAY SHIELDS LLC 1080.04%0.11%0.27%Q2 2013Q4 201918
NATIONAL PLANNING CORP 18180.03%0.06%0.23%Q2 2013Q3 201718
CALTON & ASSOCIATES, INC. 1610.04%0.21%0.33%Q4 2017Q2 202318
Bouchey Financial Group Ltd 18180.06%1.05%1.44%Q4 2013Q1 201818
RIVERSEDGE ADVISORS, LLC 18180.43%1.99%3.30%Q2 2019Q3 202318
AE Wealth Management LLC 18180.00%0.03%0.16%Q2 2019Q3 202318
M&T BANK CORP 930.00%0.01%0.12%Q4 2014Q3 202317
GILL CAPITAL PARTNERS, LLC 1610.11%0.22%0.40%Q4 2018Q4 202317
COLONY GROUP LLC 920.01%0.02%0.03%Q4 2014Q3 202317
Global Wealth Management Investment Advisory, Inc. 1520.00%0.03%0.05%Q4 2018Q3 202317
Barber Financial Group, Inc. 17170.15%0.61%0.97%Q1 2018Q1 202217
Mariner, LLC 1210.00%0.02%0.06%Q4 2018Q3 202317
F3Logic, LLC 1160.01%0.10%0.42%Q1 2018Q4 202217
Janney Montgomery Scott LLC 1110.00%0.00%0.01%Q3 2015Q2 202217
Gradient Investments LLC 910.00%0.01%0.02%Q1 2016Q3 202317
Advisory Services Network, LLC 910.00%0.01%0.02%Q1 2018Q3 202316
Capital Analysts, LLC 1010.00%0.01%0.05%Q4 2016Q3 202316
Tradewinds Capital Management, LLC 16160.00%1.79%5.71%Q4 2019Q3 202316
CITIZENS FINANCIAL GROUP INC/RI 16160.00%0.01%0.02%Q3 2017Q2 202116
CAPTRUST FINANCIAL ADVISORS 16160.00%0.01%0.02%Q4 2019Q3 202316
Global Retirement Partners, LLC 740.00%0.01%0.04%Q2 2019Q3 202316
AVIANCE CAPITAL MANAGEMENT, LLC 1510.19%0.39%1.18%Q1 2015Q1 201916
American Portfolios Advisors 16160.00%0.01%0.03%Q4 2018Q3 202216
Faithward Advisors, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.02%Q4 2019Q3 202316
Occidental Asset Management, LLC 16160.21%0.28%0.45%Q2 2016Q1 202016
Commonwealth Equity Services, Inc 1510.00%0.02%0.04%Q2 2013Q3 201716
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 16160.64%0.85%1.11%Q4 2018Q3 202216
BALLAST ADVISORS LLC 16160.01%0.02%0.04%Q4 2019Q3 202316
Perigon Wealth Management, LLC 1410.04%0.11%0.18%Q3 2011Q3 202315
Wagner Wealth Management, LLC 1140.06%0.29%0.54%Q4 2017Q2 202315
MSI Financial Services Inc 15150.00%0.01%0.02%Q2 2013Q4 201615
BENJAMIN F. EDWARDS & COMPANY, INC. 1410.00%0.04%0.16%Q1 2019Q3 202315
Beacon Pointe Advisors, LLC 15150.01%0.05%0.13%Q1 2020Q3 202315
QP WEALTH MANAGEMENT, LLC 15150.35%1.03%1.90%Q1 2020Q3 202315
FLAGSHIP HARBOR ADVISORS, LLC 1050.02%0.05%0.10%Q2 2018Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
Clean Yield Group 1050.03%0.04%0.07%Q4 2019Q3 202315
ERTS Wealth Advisors, LLC 15150.14%1.21%14.16%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.03%0.04%Q1 2020Q3 202315
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1110.00%0.00%0.01%Q3 2018Q3 202315
IMA Wealth, Inc. 910.00%0.02%0.13%Q1 2015Q3 202315
Mutual Advisors, LLC 1040.02%0.03%0.06%Q1 2020Q3 202314
Qube Research & Technologies Ltd 1220.00%0.12%0.37%Q4 2019Q3 202314
RAYMOND JAMES TRUST N.A. 14140.03%0.03%0.04%Q2 2020Q3 202314
Trust Co 1130.00%0.08%0.15%Q1 2015Q2 201914
Sigma Planning Corp 14140.02%0.03%0.05%Q3 2019Q4 202214
SVB WEALTH LLC 1130.01%0.09%0.18%Q1 2020Q3 202314
MARK SHEPTOFF FINANCIAL PLANNING, LLC 14140.00%0.00%0.00%Q1 2020Q2 202314
PACIFIC CAPITAL WEALTH ADVISORS, INC 14140.07%0.46%1.03%Q4 2019Q1 202314
ProVise Management Group, LLC 1210.04%0.15%0.25%Q3 2016Q1 202013
BlackRock Inc. 1210.00%0.00%0.00%Q1 2017Q4 202113
Kestra Advisory Services, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
Advisory Alpha, LLC 1120.00%0.12%0.31%Q2 2018Q3 202313
Peak Asset Management, LLC 13130.07%0.26%0.64%Q4 2014Q4 201713
Pensionmark Financial Group, LLC 13130.09%0.21%0.29%Q3 2020Q3 202313
GREAT VALLEY ADVISOR GROUP, INC. 710.02%0.08%0.22%Q4 2018Q3 202313
CGN Advisors LLC 13130.29%0.44%0.67%Q4 2020Q4 202313
Sargent Bickham Lagudis LLC 1030.01%0.09%0.38%Q4 2016Q4 202213
Teamwork Financial Advisors, LLC 1210.04%0.25%0.47%Q4 2019Q3 202313
MERCER GLOBAL ADVISORS INC /ADV 13130.01%0.04%0.05%Q3 2020Q3 202313
Traynor Capital Management, Inc. 12120.03%0.59%0.88%Q2 2019Q1 202212
1900 WEALTH MANAGEMENT LLC 12121.05%1.50%1.72%Q4 2020Q3 202312
Veery Capital, LLC 12120.21%0.96%1.28%Q4 2020Q3 202312
Arbor Wealth Management, LLC 12120.29%0.36%0.48%Q4 2015Q3 201812
MOSELEY INVESTMENT MANAGEMENT INC 12120.10%0.47%1.05%Q1 2019Q4 202112
Samalin Investment Counsel, LLC 12120.18%0.24%0.37%Q4 2019Q3 202212
Advisory Resource Group 930.06%0.09%0.12%Q3 2020Q3 202312
AVANTAX ADVISORY SERVICES, INC. 1020.01%0.01%0.02%Q1 2020Q3 202312
Bank of New York Mellon Corp 610.00%0.00%0.00%Q2 2013Q3 202312
BREMER TRUST NATIONAL ASSOCIATION 12120.05%0.07%0.09%Q1 2016Q4 201812
Running Point Capital Advisors, LLC 12120.01%1.03%2.66%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Winfield Associates, Inc. 12120.01%0.09%0.12%Q1 2015Q4 201712
CAHILL FINANCIAL ADVISORS INC 12120.09%0.11%0.15%Q4 2020Q3 202312
Transamerica Financial Advisors, Inc. 12120.00%0.15%0.53%Q1 2014Q4 201612
TOWNSQUARE CAPITAL LLC 630.01%0.04%0.09%Q4 2018Q3 202312
Disciplined Investments, LLC 12120.05%0.08%0.14%Q4 2019Q3 202212
Syverson Strege & Co 12120.19%1.14%9.00%Q4 2020Q3 202312
THRIVENT FINANCIAL FOR LUTHERANS 11110.00%0.00%0.01%Q1 2021Q3 202311
Snowden Capital Advisors LLC 610.01%0.01%0.02%Q3 2019Q1 202311
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
BROWN BROTHERS HARRIMAN & CO 650.00%0.00%0.00%Q1 2016Q2 202211
SeaCrest Wealth Management, LLC 650.01%0.03%0.04%Q4 2017Q2 202211
BLACKROCK ADVISORS LLC 11110.01%0.01%0.01%Q2 2014Q4 201611
LEVEL FOUR ADVISORY SERVICES, LLC 620.01%0.02%0.04%Q4 2016Q4 201911
DUBUQUE BANK & TRUST CO 11110.31%0.43%0.53%Q1 2021Q3 202311
HL FINANCIAL SERVICES LLC 11110.00%0.01%0.01%Q3 2016Q1 201911
Global Trust Asset Management, LLC 11110.00%0.01%0.13%Q3 2018Q1 202111
Spire Wealth Management 11110.00%0.01%0.03%Q1 2021Q3 202311
PIERSHALE FINANCIAL GROUP, INC. 320.01%4.08%17.35%Q3 2013Q2 202111
Guidant Wealth Advisors 11110.06%0.11%0.19%Q4 2016Q2 201911
MATHER GROUP, LLC. 740.01%0.08%0.16%Q4 2016Q3 202311
MidWestOne Financial Group, Inc. 11110.08%0.17%0.22%Q1 2021Q3 202311
Atria Investments, Inc 510.01%0.04%0.07%Q1 2016Q2 202311
Beta Wealth Group, Inc. 11110.58%2.03%3.94%Q1 2021Q3 202311
Capital Asset Advisory Services LLC 610.00%0.30%0.88%Q2 2020Q3 202311
Cetera Advisor Networks LLC 1010.00%0.01%0.07%Q2 2020Q3 202311
Tortoise Investment Management, LLC 11110.11%0.29%0.64%Q1 2021Q3 202311
New England Investment & Retirement Group, Inc. 11110.14%0.37%0.54%Q4 2016Q2 201911
Weitzel Financial Services, Inc. 10100.17%0.30%0.35%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.01%Q1 2021Q3 202310
Archford Capital Strategies, LLC 620.00%0.03%0.27%Q4 2015Q2 201910
Everhart Financial Group, Inc. 730.21%0.28%0.36%Q4 2020Q3 202310
Carmichael Hill & Associates, Inc. 10100.01%0.12%0.46%Q2 2021Q3 202310
CHEMICAL BANK 10100.03%0.05%0.06%Q1 2017Q2 201910
IHT Wealth Management, LLC 520.00%0.04%0.11%Q4 2017Q3 202310
Tarbox Family Office, Inc. 10100.03%0.08%0.25%Q1 2016Q2 201810
FIRST MANHATTAN CO. LLC. 10100.00%0.00%0.00%Q1 2020Q2 202210
Madden Advisory Services, Inc. 710.01%0.01%0.01%Q2 2013Q1 201710
Belpointe Asset Management LLC 10100.01%0.02%0.07%Q4 2020Q1 202310
Equitable Holdings, Inc. 10100.00%0.02%0.03%Q2 2021Q3 202310
High Net Worth Advisory Group LLC 990.14%1.11%1.96%Q4 2021Q4 20239
Allworth Financial LP 810.00%0.00%0.00%Q1 2021Q3 20239
NewSquare Capital LLC 990.04%0.06%0.13%Q2 2013Q2 20159
STEEL GROVE CAPITAL ADVISORS, LLC 990.03%0.73%1.84%Q4 2016Q4 20189
Orion Portfolio Solutions, LLC 630.00%0.01%0.03%Q4 2019Q3 20239
Gladstone Institutional Advisory LLC 990.02%0.02%0.03%Q2 2021Q2 20239
Laurel Wealth Advisors, Inc. 510.02%0.10%0.42%Q4 2019Q4 20229
LexAurum Advisors, LLC 990.65%0.85%1.09%Q4 2017Q4 20199
Brinker Capital Investments, LLC 810.00%0.01%0.02%Q4 2017Q1 20229
Friedenthal Financial 990.22%0.35%0.41%Q3 2014Q3 20169
AXA S.A. 990.00%0.00%0.00%Q2 2014Q2 20169
Kovack Advisors, Inc. 990.02%0.03%0.05%Q4 2019Q4 20219
Carroll Financial Associates, Inc. 990.00%0.00%0.00%Q4 2019Q4 20219
CONFLUENCE INVESTMENT MANAGEMENT LLC 720.00%0.04%0.10%Q3 2020Q3 20239
WealthShield Partners, LLC 720.05%0.17%0.43%Q1 2021Q3 20239
Cetera Advisors LLC 510.01%0.01%0.02%Q2 2018Q1 20229
Smart Money Group LLC 990.18%0.50%0.84%Q1 2020Q1 20229
Engrave Wealth Partners LLC 810.01%0.40%0.85%Q1 2020Q4 20229
AlphaStar Capital Management, LLC 310.01%0.05%0.08%Q4 2017Q3 20239
Executive Wealth Management, LLC 880.20%0.24%0.37%Q4 2021Q3 20238
First Heartland Consultants, Inc. 710.01%0.04%0.05%Q2 2020Q2 20228
Thrive Wealth Management, LLC 880.39%1.18%3.96%Q4 2021Q3 20238
INTEGRAL INVESTMENT ADVISORS, INC. 880.22%0.57%0.87%Q4 2021Q3 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.01%0.02%0.03%Q4 2020Q3 20228
Rise Advisors, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
FLOW TRADERS U.S. LLC 410.00%0.26%0.59%Q3 2016Q3 20238
AlphaCentric Advisors LLC 530.01%0.07%0.18%Q2 2020Q3 20238
Collaborative Wealth Managment Inc. 611.77%2.50%3.50%Q1 2021Q3 20238
MCF Advisors LLC 880.00%0.00%0.00%Q1 2018Q4 20198
CREDIT SUISSE AG/ 310.00%0.00%0.00%Q1 2013Q3 20198
CARDIFF PARK ADVISORS, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Melone Private Wealth, LLC 881.62%1.81%1.97%Q4 2021Q3 20238
Orcam Financial Group 882.92%4.51%5.90%Q4 2021Q3 20238
Fort Point Capital Partners LLC 880.04%0.10%0.21%Q4 2021Q3 20238
Endurance Wealth Management, Inc. 880.00%0.00%0.00%Q3 2021Q2 20238
Perfromance Wealth Partners, LLC 880.09%0.12%0.15%Q4 2021Q3 20238
Financial Connections Group, Inc. 880.14%0.35%0.83%Q4 2021Q3 20238
Revolve Wealth Partners, LLC 882.95%3.42%3.97%Q4 2021Q3 20238
SIMPLEX TRADING, LLC 510.00%0.00%0.00%Q3 2020Q3 20238
Bison Wealth, LLC 310.01%0.24%0.66%Q1 2015Q3 20238
Sowell Financial Services LLC 710.00%0.02%0.05%Q1 2019Q1 20218
VSR Financial Services, Inc. 530.05%0.13%0.18%Q2 2014Q2 20168
CENTAURUS FINANCIAL, INC. 880.02%0.02%0.03%Q4 2020Q3 20228
Rockefeller Capital Management L.P. 880.00%0.00%0.01%Q4 2021Q3 20238
Aptus Capital Advisors, LLC 880.00%0.00%0.01%Q3 2019Q2 20218
ROBINSON CAPITAL MANAGEMENT, LLC 310.72%2.14%6.03%Q2 2016Q2 20228
DRAVO BAY LLC 880.47%1.00%1.73%Q4 2021Q3 20238
TELEMUS CAPITAL, LLC 710.03%0.04%0.07%Q4 2016Q1 20228
LifePro Asset Management 880.15%0.26%0.33%Q4 2021Q3 20238
CITY NATIONAL BANK 880.00%0.01%0.01%Q4 2013Q3 20158
Value Monitoring, Inc. 712.77%22.97%49.99%Q2 2020Q2 20228
Erickson Financial Group, LLC 883.48%3.73%4.20%Q4 2021Q3 20238
Wedmont Private Capital 880.17%0.31%0.45%Q4 2021Q3 20238
NEXT Financial Group, Inc 410.00%0.00%0.01%Q1 2015Q1 20208
Moloney Securities Asset Management, LLC 530.35%0.75%1.19%Q2 2018Q4 20208
Bogart Wealth, LLC 770.00%0.00%0.01%Q3 2020Q1 20227
FDx Advisors, Inc. 310.01%0.01%0.02%Q4 2014Q1 20187
SUNTRUST BANKS INC 520.00%0.00%0.01%Q4 2015Q4 20177
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 520.00%0.00%0.00%Q1 2021Q3 20237
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.01%Q3 2016Q2 20207
Realta Investment Advisors 320.00%0.01%0.04%Q2 2019Q3 20237
Raleigh Capital Management Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
MEEDER ASSET MANAGEMENT INC 770.00%0.09%0.23%Q1 2021Q3 20227
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 770.01%0.03%0.05%Q1 2022Q3 20237
TCF National Bank 770.06%0.07%0.08%Q3 2019Q1 20217
FLAGSTAR ADVISORS INC 770.07%0.08%0.08%Q1 2022Q3 20237
FormulaFolio Investments, LLC 320.00%0.66%4.55%Q2 2019Q2 20217
WCG Wealth Advisors LLC 660.03%0.53%1.30%Q2 2022Q3 20237
Avior Wealth Management, LLC 770.00%0.01%0.02%Q1 2021Q3 20227
Stokes & Hubbell Capital Management, LLC 770.05%0.12%0.20%Q4 2016Q2 20187
Charter Oak Capital Management, LLC 770.00%0.01%0.02%Q4 2020Q2 20227
Modera Wealth Management, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
BOSTON ADVISORS LLC 770.01%0.02%0.03%Q1 2018Q3 20197
BENJAMIN EDWARDS INC 610.01%0.01%0.02%Q1 2019Q3 20237
Kingsview Wealth Management, LLC 610.01%0.01%0.01%Q4 2021Q3 20237
Keystone Financial Group 520.04%0.16%0.22%Q4 2021Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
SCHMIDT P J INVESTMENT MANAGEMENT INC 770.05%0.07%0.09%Q1 2021Q3 20227
Miracle Mile Advisors, LLC 610.02%0.02%0.04%Q2 2018Q3 20207
Chemistry Wealth Management LLC 770.13%0.37%0.48%Q1 2022Q3 20237
MACROVIEW INVESTMENT MANAGEMENT LLC 770.22%0.50%0.81%Q1 2022Q3 20237
ACCURATE INVESTMENT SOLUTIONS, INC. 610.00%1.07%3.88%Q1 2016Q4 20187
PRELUDE CAPITAL MANAGEMENT, LLC 410.00%0.03%0.09%Q2 2017Q2 20217
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 210.01%0.24%0.74%Q4 2016Q4 20226
WEDBUSH SECURITIES INC 660.05%0.06%0.07%Q4 2015Q1 20176
First Horizon Advisors, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
CX Institutional 660.38%0.58%0.72%Q2 2022Q3 20236
OLD MISSION CAPITAL LLC 210.01%0.10%0.31%Q2 2020Q3 20236
GYL FINANCIAL SYNERGIES, LLC 510.08%0.20%0.52%Q4 2019Q3 20236
Mayflower Financial Advisors, LLC 510.04%0.06%0.08%Q4 2020Q2 20236
MBL Wealth, LLC 660.08%0.25%0.36%Q2 2022Q3 20236
OLD SECOND NATIONAL BANK OF AURORA 310.00%0.00%0.00%Q1 2019Q3 20226
Financial Strategies Group, Inc. 510.09%0.18%0.25%Q1 2022Q3 20236
RFG Advisory, LLC 660.07%0.13%0.23%Q2 2022Q3 20236
Tennessee Valley Asset Management Partners 660.11%0.46%0.54%Q2 2022Q3 20236
GUGGENHEIM CAPITAL LLC 660.00%0.00%0.01%Q2 2013Q3 20146
Lumature Wealth Partners, LLC 660.10%0.13%0.20%Q1 2021Q2 20226
Foothills Asset Management, Ltd. 660.53%0.58%0.65%Q4 2018Q1 20206
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 510.33%0.35%0.38%Q1 2021Q3 20226
Pallas Capital Advisors LLC 510.05%1.15%1.63%Q1 2022Q3 20236
Fortitude Advisory Group L.L.C. 660.16%0.21%0.27%Q4 2021Q1 20236
Horizon Investments, LLC 660.27%0.35%0.42%Q1 2014Q2 20156
Canvas Wealth Advisors, LLC 510.10%0.22%0.34%Q2 2021Q1 20236
Bruderman Asset Management, LLC 510.10%0.10%0.12%Q1 2020Q3 20216
Nachman Norwood & Parrott, Inc 660.03%0.04%0.06%Q1 2020Q2 20216
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
Fluent Financial, LLC 660.11%0.60%0.99%Q2 2021Q3 20226
MANUFACTURERS LIFE INSURANCE COMPANY, THE 510.00%0.00%0.00%Q4 2016Q2 20186
CAPE COD FIVE CENTS SAVINGS BANK 660.26%0.38%0.56%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.03%0.05%0.08%Q2 2022Q3 20236
Aaron Wealth Advisors LLC 660.76%1.32%3.09%Q4 2020Q1 20226
Parcion Private Wealth LLC 660.10%1.27%4.91%Q2 2022Q3 20236
Financial Management Professionals, Inc. 330.27%0.37%0.44%Q2 2019Q4 20216
Bragg Financial Advisors, Inc 660.04%0.13%0.18%Q2 2022Q3 20236
Integrated Wealth Concepts LLC 660.07%0.10%0.12%Q2 2022Q3 20236
StoneX Group Inc. 660.12%0.16%0.22%Q2 2019Q3 20206
HSBC HOLDINGS PLC 660.00%0.00%0.00%Q2 2022Q3 20236
KilterHowling LLC 420.23%0.29%0.33%Q4 2021Q2 20236
Harborview Advisors, LLC 510.11%0.41%0.50%Q4 2017Q3 20216
Johnson Midwest Financial, LLC 660.05%0.06%0.09%Q4 2020Q1 20226
Annex Advisory Services, LLC 510.01%0.04%0.08%Q1 2022Q3 20236
Paladin Advisory Group, LLC 660.00%0.01%0.02%Q2 2022Q3 20236
VICUS CAPITAL 660.02%0.10%0.17%Q4 2021Q1 20236
CONNING INC. 550.04%0.05%0.05%Q3 2021Q3 20225
Prentice Wealth Management LLC 310.02%0.06%0.11%Q1 2021Q3 20235
BRANDYWINE OAK PRIVATE WEALTH LLC 550.07%0.08%0.09%Q4 2018Q4 20195
NEW ENGLAND SECURITIES CORP /MA/ 550.01%0.01%0.01%Q4 2013Q4 20145
Prospera Financial Services Inc 410.00%0.04%0.10%Q1 2019Q1 20225
LBA Wealth Management, LLC 550.00%0.00%0.00%Q3 2015Q3 20165
Strategic Financial Planning, Inc. 410.18%0.27%0.34%Q1 2022Q2 20235
Estate Counselors, LLC 410.01%0.03%0.04%Q1 2019Q1 20215
Gupta Wealth Management LLC 550.00%0.01%0.01%Q1 2015Q1 20165
LOOMIS SAYLES & CO L P 550.00%0.00%0.00%Q4 2018Q4 20195
COMERICA BANK 410.00%0.00%0.00%Q1 2021Q3 20235
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.02%Q3 2018Q4 20225
Total Clarity Wealth Management, Inc. 210.01%0.01%0.01%Q4 2019Q2 20225
Econ Financial Services Corp 320.02%0.40%0.70%Q4 2021Q2 20235
Gemmer Asset Management LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Hanlon Investment Management, Inc. 210.00%4.16%7.43%Q1 2014Q2 20195
MARINER INDEPENDENT ADVISOR NETWORK, LLC 410.02%0.03%0.04%Q4 2020Q1 20225
My Legacy Advisors, LLC 550.14%0.27%0.43%Q1 2022Q1 20235
PFS INVESTMENTS INC. 550.01%0.04%0.08%Q2 2021Q2 20225
Placemark Investments, Inc. 410.01%0.01%0.01%Q2 2013Q4 20145
Strategic Capital Alternatives LLC 550.52%1.15%2.11%Q3 2014Q3 20155
Sound Financial Strategies Group, LLC 411.78%2.43%2.98%Q4 2020Q2 20235
BCS Wealth Management 550.11%0.14%0.20%Q3 2022Q3 20235
WOLVERINE TRADING, LLC 220.00%0.00%0.00%Q1 2017Q2 20205
James J. Burns & Company, LLC 550.56%0.89%1.14%Q3 2022Q3 20235
J.P. Morgan Private Wealth Advisors LLC 550.00%0.00%0.01%Q4 2016Q4 20175
DEUTSCHE BANK AG\ 310.00%0.00%0.00%Q4 2019Q2 20215
Argentus Capital Management, LLC 320.00%0.26%0.84%Q3 2014Q1 20165
Continuum Advisory, LLC 550.13%0.14%0.16%Q4 2018Q4 20195
FINANCIAL CONSULATE, INC 550.18%0.20%0.23%Q1 2018Q1 20195
SAXON INTERESTS, INC. 320.13%0.47%0.74%Q4 2021Q2 20235
Baystate Wealth Management LLC 550.00%0.00%0.00%Q2 2019Q2 20205
Strategies Wealth Advisors, LLC 410.05%0.08%0.12%Q2 2022Q3 20235
Sugarloaf Wealth Management, LLC 550.01%0.01%0.01%Q4 2019Q4 20205
Financial Advocates Investment Management 410.03%0.03%0.04%Q4 2017Q3 20235
Cutler Group LLC / CA 310.00%0.00%0.00%Q4 2015Q2 20175
Freedom Investment Management, Inc. 550.13%0.18%0.24%Q4 2013Q4 20145
Harbor Group, Inc. 320.13%0.44%1.08%Q2 2022Q3 20235
Brand Asset Management Group, Inc. 550.01%0.01%0.02%Q1 2020Q1 20215
Cable Hill Partners, LLC 550.00%0.00%0.00%Q3 2017Q3 20185
ADVANTAGE INVESTMENT MANAGEMENT, LLC 310.00%0.21%0.37%Q4 2014Q2 20174
PENOBSCOT WEALTH MANAGEMENT 440.21%0.22%0.24%Q2 2021Q1 20224
Curtis Advisory Group, LLC 440.15%0.18%0.22%Q4 2022Q3 20234
Baldrige Asset Management LLC 440.34%0.37%0.40%Q1 2019Q4 20194
Crow Point Partners, LLC 440.00%0.02%0.04%Q3 2016Q2 20174
Jordan Park Group LLC 440.15%0.88%1.82%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.05%0.07%0.08%Q4 2022Q3 20234
GRIMES & COMPANY, INC. 442.95%3.13%3.34%Q4 2016Q3 20174
Syntegra Private Wealth Group, LLC 440.85%0.90%0.94%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 310.00%0.00%0.01%Q4 2021Q4 20224
BARCLAYS PLC 310.00%0.00%0.00%Q2 2019Q3 20214
Almanack Investment Partners, LLC. 310.02%0.06%0.16%Q3 2021Q3 20224
Richard Bernstein Advisors LLC 441.32%2.74%3.64%Q1 2014Q4 20144
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Global Financial Private Capital, Inc 440.00%0.00%0.00%Q2 2019Q1 20204
Meridian Wealth Partners, LLC 440.02%0.02%0.03%Q2 2020Q1 20214
Brio Consultants, LLC 440.04%0.17%0.50%Q2 2022Q1 20234
Elequin Capital, LP 440.02%0.46%0.78%Q4 2021Q3 20224
Ameritas Investment Company, LLC 110.00%0.01%0.02%Q4 2018Q1 20214
Sebold Capital Management, Inc. 440.85%1.05%1.17%Q4 2022Q3 20234
WEALTH MANAGEMENT RESOURCES, INC. 220.36%0.40%0.48%Q4 2021Q3 20234
Texas Capital Bank Wealth Management Services Inc 310.04%0.08%0.18%Q4 2019Q1 20214
ShoreHaven Wealth Partners, LLC 440.16%0.62%0.85%Q4 2022Q3 20234
Weaver Consulting Group 310.10%0.12%0.15%Q1 2021Q3 20234
Alta Wealth Advisors LLC 440.20%0.23%0.27%Q4 2022Q3 20234
Robertson Stephens Wealth Management, LLC 440.16%0.24%0.30%Q3 2019Q2 20204
FREEDOM WEALTH ALLIANCE, LLC 440.27%0.42%0.52%Q4 2022Q3 20234
Meeder Advisory Services, Inc. 440.08%0.09%0.10%Q4 2022Q3 20234
LEO BROKERAGE, LLC 310.14%0.20%0.28%Q1 2021Q1 20224
USAdvisors Wealth Management, LLC 440.34%0.37%0.39%Q1 2022Q4 20224
SEGALL BRYANT & HAMILL, LLC 220.00%0.00%0.01%Q2 2021Q2 20224
First Capital Advisors Group, LLC. 310.02%0.25%0.39%Q4 2016Q1 20184
Greenwich Investment Management, Inc. 440.25%0.59%0.80%Q4 2019Q3 20204
BTS Asset Management, Inc. 440.19%0.22%0.25%Q4 2022Q3 20234
Powers Advisory Group, LLC 440.17%0.23%0.42%Q4 2021Q3 20224
DFPG INVESTMENTS, LLC 440.04%0.06%0.10%Q4 2022Q3 20234
Founders Financial Alliance, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
DCM Advisors, LLC 440.09%0.12%0.14%Q4 2020Q3 20214
CAPITAL INSIGHT PARTNERS, LLC 440.72%1.02%1.19%Q4 2022Q3 20234
EverSource Wealth Advisors, LLC 220.00%0.01%0.01%Q4 2021Q3 20234
Gray Wealth Management Inc. 440.16%0.18%0.19%Q4 2022Q3 20234
Chicago Partners Investment Group LLC 440.02%0.02%0.02%Q3 2021Q2 20224
FOSTER & MOTLEY INC 310.02%0.02%0.04%Q4 2016Q2 20234
Paracle Advisors, LLC 440.05%0.06%0.06%Q2 2020Q1 20214
INVESTMENT CENTERS OF AMERICA INC 440.02%0.02%0.02%Q4 2016Q3 20174
Clark Capital Management Group, Inc. 210.03%0.16%0.27%Q4 2013Q2 20224
Burt Wealth Advisors 440.21%0.22%0.23%Q4 2022Q3 20234
SevenBridge Financial Group, LLC 440.34%0.39%0.43%Q4 2022Q3 20234
CENTRAL TRUST Co 310.00%0.00%0.00%Q4 2021Q3 20234
Atria Wealth Solutions, Inc. 440.00%0.01%0.01%Q1 2022Q4 20224
PALLADIEM, LLC 440.15%0.31%0.57%Q4 2014Q3 20154
Missouri Trust & Investment Co 440.06%0.07%0.09%Q4 2022Q3 20234
Apriem Advisors 440.00%0.00%0.01%Q2 2015Q1 20164
KESTRA PRIVATE WEALTH SERVICES, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Altus Wealth Group LLC 440.16%0.24%0.29%Q4 2022Q3 20234
Lake Point Wealth Management 220.00%0.00%0.00%Q1 2019Q1 20204
KRAEMATON INVESTMENT ADVISORS, INC 441.18%1.23%1.29%Q4 2022Q3 20234
Eudaimonia Partners, LLC 440.03%0.04%0.05%Q2 2020Q1 20214
Sightline Wealth Advisors, LLC 440.18%0.20%0.23%Q4 2020Q3 20214
Signify Wealth 440.48%0.54%0.71%Q4 2022Q3 20234
SYM FINANCIAL Corp 440.09%0.09%0.10%Q4 2018Q3 20194
NORTHERN TRUST CORP 310.00%0.00%0.00%Q2 2022Q3 20234
JOYN Advisors, Inc. 440.02%0.02%0.02%Q1 2018Q4 20184
Peak Capital Management LLC 310.01%0.11%0.40%Q2 2017Q3 20184
Ironwood Financial, llc 440.22%0.24%0.28%Q4 2014Q3 20154
Farther Finance Advisors, LLC 440.00%0.02%0.05%Q4 2022Q3 20234
ACT Advisors, LLC. 440.53%0.58%0.60%Q4 2022Q3 20234
Crescent Grove Advisors, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
Pinkerton Retirement Specialists, LLC 440.00%0.77%2.30%Q4 2017Q3 20184
Breakwater Capital Group 330.11%0.19%0.35%Q1 2023Q3 20233
B. Riley Wealth Management, Inc. 210.15%0.28%0.39%Q3 2014Q2 20153
Retirement Investment Advisors, Inc. 330.02%0.04%0.05%Q1 2023Q3 20233
BLUE SQUARE ASSET MANAGEMENT, LLC 330.17%0.34%0.67%Q3 2019Q1 20203
Lido Advisors, LLC 330.02%0.03%0.05%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Insight Wealth Strategies, LLC 330.08%0.08%0.08%Q1 2023Q3 20233
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Allegiant Private Advisors, LLC 331.03%1.15%1.21%Q4 2020Q2 20213
ASSETMARK, INC 210.00%0.01%0.04%Q3 2015Q1 20173
Betterment LLC 210.00%0.00%0.00%Q1 2022Q3 20233
Personal Wealth Partners 210.02%0.02%0.02%Q3 2019Q2 20213
Brookstone Capital Management 210.00%0.01%0.01%Q4 2019Q2 20213
Blue Trust, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
CIBC WORLD MARKET INC. 330.00%0.00%0.00%Q1 2016Q3 20163
Capital Investment Advisory Services, LLC 210.00%0.00%0.01%Q4 2018Q4 20213
Smith Anglin Financial, LLC 330.05%0.06%0.08%Q1 2023Q3 20233
SIGNET FINANCIAL MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
NewEdge Advisors, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.05%0.06%0.07%Q1 2019Q3 20193
Broadview Financial Management, LLC 330.21%0.22%0.22%Q4 2022Q2 20233
Merit Financial Group, LLC 330.01%0.02%0.04%Q3 2022Q1 20233
UBS ASSET MANAGEMENT AMERICAS INC 210.00%0.00%0.00%Q2 2018Q1 20213
Inspire Advisors, LLC 330.13%0.14%0.14%Q1 2023Q3 20233
Legacy Financial Advisors, Inc. 210.09%0.16%0.28%Q1 2022Q4 20223
Valeo Financial Advisors, LLC 330.01%0.02%0.03%Q2 2020Q4 20203
EPG Wealth Management LLC 210.00%0.00%0.01%Q3 2021Q3 20233
J.P. Turner & Co Capital Mnagement, LLC 330.34%0.39%0.42%Q1 2015Q3 20153
AlphaMark Advisors, LLC 330.00%0.01%0.01%Q4 2016Q2 20173
ERn Financial, LLC 330.20%0.22%0.24%Q2 2019Q4 20193
Family Asset Management, LLC 330.05%0.07%0.09%Q1 2023Q3 20233
LifePlan Financial Group, Inc 330.01%0.01%0.01%Q4 2019Q2 20203
Jane Street Holding, LLC 330.00%0.02%0.05%Q2 2013Q4 20133
Hilltop Partners LLC 330.11%0.12%0.14%Q1 2023Q3 20233
Lloyd Advisory Services, LLC. 330.00%0.03%0.09%Q4 2019Q2 20203
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q4 2020Q2 20233
Semmax Financial Advisors Inc. 330.00%0.02%0.03%Q4 2018Q2 20193
Harel Insurance Investments & Financial Services Ltd. 330.00%0.00%0.00%Q3 2020Q1 20213
Key FInancial Inc 330.00%0.01%0.01%Q1 2023Q3 20233
SYNOVUS FINANCIAL CORP 210.00%0.00%0.00%Q2 2017Q2 20203
Cypress Capital, LLC 330.00%0.01%0.01%Q4 2020Q2 20213
Sawyer & Company, Inc 330.00%0.01%0.01%Q4 2022Q2 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
TEXAS CAPITAL BANCSHARES INC/TX 210.24%0.44%0.80%Q2 2019Q2 20223
Covington Capital Management 330.00%0.00%0.00%Q2 2021Q4 20213
GoalVest Advisory LLC 330.02%0.02%0.02%Q4 2020Q2 20213
Gallacher Capital Management LLC 330.31%0.32%0.32%Q4 2022Q2 20233
Trilogy Capital Inc. 210.26%0.52%0.65%Q4 2018Q3 20193
Howard Capital Management Inc. 330.11%0.14%0.16%Q2 2021Q4 20213
VICTORY CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q4 2020Q2 20213
Householder Group Estate & Retirement Specialist, LLC 110.02%0.02%0.02%Q3 2022Q3 20233
PETRA FINANCIAL ADVISORS INC 210.17%0.24%0.29%Q4 2022Q3 20233
Stratos Wealth Advisors, LLC 210.00%0.02%0.03%Q1 2020Q3 20213
Jaffetilchin Investment Partners, LLC 210.03%0.09%0.20%Q4 2018Q4 20213
BIVIN & ASSOCIATES, INC. 332.14%2.88%3.38%Q4 2021Q2 20223
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Virtu KCG Holdings LLC 330.01%0.02%0.05%Q4 2016Q2 20173
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 210.02%0.02%0.02%Q2 2019Q3 20213
Western Wealth Management, LLC 210.02%0.03%0.04%Q2 2020Q3 20233
INTRUST BANK NA 330.38%0.40%0.43%Q2 2013Q4 20133
Stonebridge Capital Advisors LLC 210.00%0.01%0.02%Q3 2022Q3 20233
Integrated Wealth Management 330.06%0.08%0.09%Q3 2016Q1 20173
Baker Avenue Asset Management, LP 210.00%0.00%0.00%Q4 2022Q3 20233
NORTHWEST INVESTMENT COUNSELORS, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Wealthfront Advisers LLC 110.00%0.00%0.00%Q1 2022Q1 20232
Cerity Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q4 2021Q1 20222
MUFG Americas Holdings Corp 220.00%0.00%0.00%Q2 2016Q3 20162
AdvisorShares Investments LLC 110.02%0.23%0.44%Q4 2019Q4 20202
American Financial Network Advisory Services LLC 220.04%0.04%0.04%Q3 2017Q4 20172
Fortis Capital Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Dynamic Advisor Solutions LLC 220.02%0.02%0.03%Q2 2023Q3 20232
Aspire Private Capital, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Sound Income Strategies, LLC 110.00%0.01%0.01%Q2 2020Q3 20232
PINNACLE FINANCIAL PARTNERS INC 110.01%0.01%0.01%Q1 2019Q4 20192
SG Americas Securities, LLC 220.01%0.10%0.19%Q4 2022Q1 20232
Mascoma Wealth Management LLC 220.01%0.01%0.01%Q4 2021Q1 20222
American Family Insurance Mutual Holding Co 220.46%0.55%0.63%Q2 2021Q3 20212
WEALTHSOURCE PARTNERS, LLC 110.03%0.04%0.05%Q1 2019Q4 20212
Bay Harbor Wealth Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
B. Riley Wealth Advisors, Inc. 220.04%0.04%0.04%Q3 2021Q4 20212
BHF RG Capital Inc. 220.69%0.76%0.82%Q4 2019Q1 20202
Iowa State Bank 220.18%0.18%0.18%Q2 2016Q3 20162
Hoxton Planning & Management, LLC 220.29%0.35%0.40%Q4 2022Q1 20232
BOOTHBAY FUND MANAGEMENT, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
NewEdge Wealth, LLC 220.47%0.47%0.47%Q4 2021Q1 20222
WFG Advisors, LP 220.00%0.00%0.00%Q1 2017Q2 20172
Davis Capital Management 220.01%0.01%0.01%Q1 2020Q2 20202
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q4 2014Q2 20152
Sunbelt Securities, Inc. 220.01%0.01%0.01%Q1 2023Q2 20232
Sage Advisory Services, Ltd.Co. 220.15%0.19%0.24%Q2 2023Q3 20232
Visionary Asset Management, Inc. 110.13%0.28%0.44%Q3 2014Q3 20182
NAPLES GLOBAL ADVISORS, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Stokes Family Office, LLC 220.03%0.03%0.03%Q4 2022Q1 20232
WEST MICHIGAN ADVISORS, LLC 220.16%0.17%0.18%Q4 2021Q1 20222
CAROLINAS WEALTH CONSULTING LLC 220.01%0.01%0.01%Q2 2020Q3 20202
STIFEL NICOLAUS & CO INC \MO\ 220.00%0.00%0.01%Q2 2013Q3 20132
TCG Advisors, LP 220.00%0.00%0.01%Q1 2019Q2 20192
Pinnacle Wealth Planning Services, Inc. 225.32%5.43%5.54%Q2 2022Q3 20222
FRANKLIN RESOURCES INC 220.00%0.00%0.00%Q2 2023Q3 20232
Clarity Financial LLC 220.10%0.10%0.10%Q2 2023Q3 20232
Simplicity Wealth,LLC 220.34%0.48%0.62%Q4 2021Q1 20222
Sterling Financial Group, Inc. 220.25%0.25%0.25%Q4 2022Q1 20232
VERUS CAPITAL PARTNERS, LLC 220.06%0.07%0.08%Q4 2019Q1 20202
OLD NATIONAL BANCORP /IN/ 110.01%0.02%0.03%Q3 2022Q3 20232
Colonial Trust Co / SC 220.00%0.01%0.02%Q4 2022Q1 20232
Pinnacle Bancorp, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Focused Wealth Management, Inc 220.00%0.00%0.00%Q2 2022Q3 20222
Arkadios Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
HOWE & RUSLING INC 220.00%0.00%0.00%Q4 2021Q1 20222
OPPENHEIMER & CO INC 110.00%0.03%0.05%Q4 2021Q2 20232
CarsonAllaria Wealth Management, Ltd. 220.89%0.98%1.06%Q4 2021Q1 20222
Kathmere Capital Management, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
Allegis Investment Advisors, LLC 220.07%0.09%0.11%Q4 2017Q1 20182
Sandbox Financial Partners, LLC 220.13%0.14%0.15%Q3 2021Q4 20212
SageView Advisory Group, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
AVALON CAPITAL MANAGEMENT 220.58%0.61%0.64%Q1 2014Q2 20142
Castleview Partners, LLC 110.21%0.50%0.78%Q2 2021Q4 20212
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
RWA WEALTH PARTNERS, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
WASHINGTON TRUST BANK 110.01%0.08%0.15%Q4 2014Q3 20232
Bremer Bank National Association 220.04%0.05%0.05%Q1 2019Q2 20192
Veracity Capital LLC 220.31%0.35%0.38%Q2 2020Q3 20202
Moisand Fitzgerald Tamayo, LLC 220.01%0.01%0.02%Q1 2022Q2 20222
Ford Financial Group, LLC 110.01%0.02%0.02%Q2 2021Q4 20212
Accurate Wealth Management, LLC 110.02%0.10%0.19%Q4 2022Q3 20232
BROWN WEALTH MANAGEMENT, LLC 220.56%1.08%1.61%Q2 2023Q3 20232
Wellspring Financial Advisors, LLC 220.08%0.08%0.09%Q4 2022Q1 20232
TD Capital Management LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Planned Solutions, Inc. 220.00%0.00%0.00%Q3 2020Q4 20202
Lavaca Capital LLC 220.02%0.02%0.02%Q2 2021Q3 20212
ATWOOD & PALMER INC 220.01%0.01%0.01%Q3 2019Q4 20192
NWAM LLC 110.02%0.02%0.02%Q2 2022Q4 20222
Strategic Capital Group LLC 221.67%1.74%1.82%Q1 2014Q2 20142
STEPH & CO 220.06%0.08%0.11%Q4 2019Q1 20202
FourThought Financial, LLC 220.00%0.07%0.13%Q2 2022Q3 20222
Treasure Coast Financial Planning 220.97%1.02%1.08%Q4 2021Q1 20222
TCI Wealth Advisors, Inc. 220.01%0.02%0.02%Q4 2019Q1 20202
Rehmann Capital Advisory Group 220.04%0.11%0.17%Q2 2016Q3 20162
HWG Holdings LP 220.02%0.02%0.02%Q2 2020Q3 20202
Glassman Wealth Services 220.00%0.00%0.01%Q1 2016Q2 20162
Holistic Financial Partners 220.00%0.00%0.00%Q4 2017Q1 20182
Levy Wealth Management Group, LLC 220.20%0.20%0.21%Q2 2023Q3 20232
GHP Investment Advisors, Inc. 110.00%0.00%0.01%Q1 2022Q3 20232
Cornerstone Wealth Management, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
RFG HOLDINGS, INC. 222.02%2.08%2.14%Q3 2021Q4 20212
DROMS STRAUSS ADVISORS INC /MO/ /ADV 110.12%0.12%0.13%Q2 2022Q3 20232
HARVEST GROUP WEALTH MANAGEMENT, LLC 220.18%0.19%0.20%Q4 2017Q1 20182
Intercontinental Wealth Advisors, LLC 220.26%0.27%0.28%Q2 2017Q3 20172
Virtu Financial LLC 220.02%0.04%0.07%Q3 2017Q4 20172
WealthOne, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Arete Wealth Advisors, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
PANAGORA ASSET MANAGEMENT INC 110.01%0.01%0.01%Q2 2013Q2 20131
Oribel Capital Management, LP 111.07%1.07%1.07%Q2 2022Q2 20221
ORG Partners LLC 111.35%1.35%1.35%Q2 2023Q2 20231
Legacy Financial Strategies, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
Crestwood Advisors Group, LLC 110.09%0.09%0.09%Q3 2017Q3 20171
Cordasco Financial Network 110.02%0.02%0.02%Q2 2022Q2 20221
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Signature Wealth Management Group 110.00%0.00%0.00%Q3 2018Q3 20181
Visionary Wealth Advisors 110.02%0.02%0.02%Q1 2023Q1 20231
Affiance Financial, LLC 110.63%0.63%0.63%Q4 2022Q4 20221
Urban Wealth Management, LLC 110.20%0.20%0.20%Q2 2022Q2 20221
HERITAGE WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Newbridge Financial Services Group, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
ENTERPRISE FINANCIAL SERVICES CORP 110.03%0.03%0.03%Q3 2021Q3 20211
OTA Financial Group L.P. 110.44%0.44%0.44%Q1 2015Q1 20151
CORBETT ROAD CAPITAL MANAGEMENT, LLC 110.52%0.52%0.52%Q4 2019Q4 20191
LGT Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.88%0.88%0.88%Q2 2023Q2 20231
KMS FINANCIAL SERVICES, INC 110.04%0.04%0.04%Q3 2014Q3 20141
Sciencast Management LP 110.12%0.12%0.12%Q3 2017Q3 20171
FIDUCIENT ADVISORS LLC 110.48%0.48%0.48%Q2 2022Q2 20221
Headlands Technologies LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Empowered Funds, LLC 111.36%1.36%1.36%Q4 2021Q4 20211
SECURITY NATIONAL BANK OF SO DAK 110.37%0.37%0.37%Q2 2021Q2 20211
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Menard Financial Group LLC 111.58%1.58%1.58%Q4 2019Q4 20191
Heartwood Wealth Advisors LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Compass Ion Advisors, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
REILLY FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Reby Advisors, LLC 110.79%0.79%0.79%Q4 2020Q4 20201
Ground Swell Capital, LLC 110.92%0.92%0.92%Q4 2022Q4 20221
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Riggs Asset Managment Co. Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
COMMERCE BANK 110.00%0.00%0.00%Q3 2023Q3 20231
New World Advisors LLC 110.01%0.01%0.01%Q1 2019Q1 20191
MOTCO 110.00%0.00%0.00%Q2 2023Q2 20231
PARK AVENUE SECURITIES LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Lebenthal Holdings,LLC 110.06%0.06%0.06%Q2 2016Q2 20161
QUEST CAPITAL MANAGEMENT INC /ADV 110.07%0.07%0.07%Q4 2021Q4 20211
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Lansing Street Advisors 110.01%0.01%0.01%Q4 2022Q4 20221
Pacific Center for Financial Services 110.04%0.04%0.04%Q1 2023Q1 20231
CONDOR CAPITAL MANAGEMENT 111.06%1.06%1.06%Q3 2022Q3 20221
Manhattan West Asset Management, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
Blue Sky Asset Management, LLC 110.49%0.49%0.49%Q4 2019Q4 20191
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
USA FINANCIAL FORMULAS 110.38%0.38%0.38%Q1 2020Q1 20201
Lebenthal Global Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Partnervest Advisory Services LLC 110.12%0.12%0.12%Q4 2019Q4 20191
CHANNEL WEALTH LLC 110.14%0.14%0.14%Q3 2023Q3 20231
TWIN FOCUS CAPITAL PARTNERS, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
CLIENT 1ST ADVISORY GROUP, LLC 110.37%0.37%0.37%Q1 2020Q1 20201
NOMURA HOLDINGS INC 110.02%0.02%0.02%Q2 2013Q2 20131
Crosspoint Capital Strategies, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
Lakewood Asset Management LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Gallagher Benefit Services, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
Concord Wealth Partners 110.00%0.00%0.00%Q4 2021Q4 20211
Benedetti & Gucer, Inc. 110.27%0.27%0.27%Q2 2022Q2 20221
Quadrature Capital Ltd 110.01%0.01%0.01%Q3 2023Q3 20231
Beaumont Financial Partners, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
CABANA LLC 110.01%0.01%0.01%Q2 2020Q2 20201
AXXCESS WEALTH MANAGEMENT, LLC 110.36%0.36%0.36%Q3 2023Q3 20231
State of Tennessee, Treasury Department 110.00%0.00%0.00%Q2 2018Q2 20181
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Next Level Private LLC 110.36%0.36%0.36%Q2 2022Q2 20221
Goodwin Investment Advisory 110.72%0.72%0.72%Q3 2023Q3 20231
V Wealth Advisors LLC 110.09%0.09%0.09%Q2 2020Q2 20201
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.18%0.18%0.18%Q4 2022Q4 20221
Joseph P. Lucia & Associates, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Birchcreek Wealth Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Summit Trail Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
MBE Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Bowman & Co S.C. 110.21%0.21%0.21%Q4 2022Q4 20221
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
OneAscent Financial Services LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Schonfeld Strategic Advisors LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Graticule Asia Macro Advisors LLC 113.62%3.62%3.62%Q4 2016Q4 20161
Wealth Enhancement & Preservation of GA, LLC 110.69%0.69%0.69%Q2 2022Q2 20221
KARLINSKI ANDREW C 110.00%0.00%0.00%Q2 2022Q2 20221
Landmark Wealth Management, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Oxler Private Wealth LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Crabel Capital Management, LLC 110.18%0.18%0.18%Q1 2021Q1 20211
Price Capital Management, Inc. 112.70%2.70%2.70%Q2 2019Q2 20191
EXCHANGE TRADED CONCEPTS, LLC 111.52%1.52%1.52%Q4 2023Q4 20231
Vista Private Wealth Partners. LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Delos Wealth Advisors, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
Financial Insights, Inc. 110.11%0.11%0.11%Q4 2022Q4 20221
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q2 2018Q2 20181
RGT Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Darwin Wealth Management, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
WealthPLAN Partners, LLC 110.11%0.11%0.11%Q4 2017Q4 20171
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
Arlington Partners LLC 110.07%0.07%0.07%Q1 2023Q1 20231
JOURNEY STRATEGIC WEALTH LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
Avestar Capital, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
55I, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Prostatis Group LLC 112.31%2.31%2.31%Q2 2020Q2 20201
MACQUARIE GROUP LTD 110.01%0.01%0.01%Q4 2019Q4 20191
Farmer Steven Patrick 110.04%0.04%0.04%Q2 2022Q2 20221
Oakwell Private Wealth Management, LLC 110.81%0.81%0.81%Q3 2023Q3 20231
Great Diamond Partners, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Lebenthal Asset Management, LLC 110.06%0.06%0.06%Q2 2016Q2 20161
TRUE Private Wealth Advisors 110.06%0.06%0.06%Q3 2023Q3 20231
CMC Financial Group 1120.43%20.43%20.43%Q1 2019Q1 20191
Confluence Wealth Services, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Wright Fund Management, LLC 110.24%0.24%0.24%Q2 2023Q2 20231
Clear Perspective Advisors, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
External links

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