SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.02%0.03%0.04%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.00%0.01%0.04%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.08%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
OPTIMUM INVESTMENT ADVISORS 3470.02%0.18%0.33%Q3 2013Q4 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
HBK Sorce Advisory LLC 40400.01%0.06%0.32%Q2 2013Q1 202340
Windsor Capital Management, LLC 38380.11%0.90%2.17%Q2 2013Q3 202238
SignalPoint Asset Management, LLC 38380.07%0.20%0.58%Q2 2013Q3 202238
American Research & Management Co. 38380.02%0.68%2.12%Q2 2013Q3 202238
ENVESTNET ASSET MANAGEMENT INC 2550.00%0.01%0.03%Q2 2013Q3 202337
RAYMOND JAMES & ASSOCIATES 36360.00%0.00%0.02%Q4 2014Q3 202336
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
Transamerica Financial Advisors, Inc. 3150.00%0.27%1.76%Q1 2014Q3 202336
Charles Schwab Investment Advisory, Inc. 35350.00%0.09%0.28%Q1 2015Q3 202335
AMERIPRISE FINANCIAL INC 3120.00%0.00%0.01%Q2 2013Q3 202335
US BANCORP \DE\ 33330.00%0.00%0.00%Q3 2015Q3 202334
BENJAMIN F. EDWARDS & COMPANY, INC. 1840.00%0.00%0.01%Q2 2013Q4 202234
Regal Investment Advisors LLC 2710.03%0.46%1.33%Q2 2013Q4 202132
IFP Advisors, Inc 17140.00%0.00%0.01%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.01%0.04%Q1 2016Q3 202331
CWM, LLC 2420.00%0.09%0.75%Q3 2015Q3 202330
Creative Planning 810.00%0.00%0.01%Q2 2013Q1 202229
North Star Investment Management Corp. 2090.00%0.04%0.08%Q2 2014Q3 202129
Global Retirement Partners, LLC 28280.00%0.01%0.02%Q4 2016Q3 202328
Raymond James Financial Services Advisors, Inc. 1820.00%0.01%0.04%Q1 2016Q3 202328
SNS Financial Group, LLC 27270.12%0.23%0.37%Q2 2016Q4 202227
ROCKY MOUNTAIN ADVISERS, LLC 27270.03%0.15%0.26%Q1 2017Q3 202327
Jackson, Grant Investment Advisers, Inc. 27270.01%0.02%0.02%Q1 2016Q3 202227
BALDWIN BROTHERS LLC/MA 2150.00%0.01%0.02%Q3 2016Q4 202326
MML INVESTORS SERVICES, LLC 26260.00%0.02%0.16%Q2 2017Q3 202326
MASSMUTUAL TRUST CO FSB/ADV 25250.01%0.23%0.45%Q4 2017Q4 202325
LADENBURG THALMANN FINANCIAL SERVICES INC. 2110.00%0.00%0.01%Q2 2013Q4 201925
Financial Architects, Inc 1820.00%0.00%0.02%Q2 2013Q2 202025
CLIFFORD SWAN INVESTMENT COUNSEL LLC 25250.01%0.01%0.02%Q3 2016Q3 202225
TOMPKINS FINANCIAL CORP 1960.00%0.07%0.15%Q3 2016Q4 202225
Winslow, Evans & Crocker, Inc. 1610.00%0.03%0.06%Q4 2013Q4 202024
Stonehearth Capital Management, LLC 24240.73%1.14%1.40%Q1 2017Q4 202224
Sound Income Strategies, LLC 24240.00%0.16%0.46%Q4 2017Q3 202324
NewSquare Capital LLC 1220.00%1.68%7.45%Q1 2016Q2 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.02%Q4 2017Q3 202324
1834 INVESTMENT ADVISORS CO 24240.03%0.33%0.78%Q4 2017Q3 202324
Cetera Advisor Networks LLC 1010.00%0.02%0.03%Q1 2013Q3 202324
Gradient Investments LLC 24240.00%0.16%1.10%Q4 2017Q3 202324
Front Row Advisors LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.00%Q2 2013Q3 202323
Private Advisor Group, LLC 1910.00%0.01%0.03%Q2 2014Q3 202322
Patriot Financial Group Insurance Agency, LLC 1660.00%0.04%0.08%Q4 2016Q2 202222
Baird Financial Group, Inc. 810.00%0.01%0.01%Q1 2016Q3 202322
Strategic Wealth Partners, Ltd. 22220.01%1.10%2.47%Q4 2017Q1 202322
INVESTMENT PARTNERS, LTD. 22220.41%1.10%2.53%Q4 2014Q1 202022
Allworth Financial LP 22220.01%0.45%1.07%Q2 2018Q3 202322
STIFEL FINANCIAL CORP 1620.00%0.00%0.01%Q1 2016Q4 202122
JANE STREET GROUP, LLC 510.00%0.01%0.02%Q2 2014Q3 202321
BLAIR WILLIAM & CO/IL 21210.00%0.00%0.00%Q2 2018Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.08%0.48%Q3 2018Q3 202321
Diligent Investors, LLC 1280.25%0.69%1.61%Q4 2017Q3 202320
ST GERMAIN D J CO INC 1730.05%0.68%1.35%Q4 2018Q4 202320
CHATHAM CAPITAL GROUP, INC. 20200.08%0.22%0.29%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.03%0.06%Q4 2017Q3 202220
AdvisorNet Financial, Inc 20200.00%0.03%0.05%Q4 2017Q3 202220
TOWNSQUARE CAPITAL LLC 20200.02%0.15%0.52%Q4 2018Q3 202320
Pensionmark Financial Group, LLC 20200.15%0.30%0.48%Q4 2018Q3 202320
Shulman DeMeo Asset Management LLC 1181.20%1.73%2.53%Q4 2018Q3 202319
DFPG INVESTMENTS, LLC 19190.03%0.47%1.57%Q4 2018Q2 202319
HUNTINGTON NATIONAL BANK 1810.00%0.00%0.00%Q3 2011Q3 202119
Princeton Global Asset Management LLC 19190.00%0.01%0.03%Q4 2018Q2 202319
FMR LLC 1610.00%0.00%0.00%Q3 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Lido Advisors, LLC 19190.02%0.04%0.07%Q1 2019Q3 202319
Baltimore-Washington Financial Advisors, Inc. 19190.02%0.20%1.71%Q4 2018Q2 202319
Financial Insights, Inc. 1710.17%0.32%0.46%Q1 2019Q3 202318
FIFTH THIRD BANCORP 1510.00%0.00%0.00%Q1 2015Q3 202318
FIRST TRUST ADVISORS LP 810.00%0.00%0.01%Q1 2016Q3 202218
SALEM INVESTMENT COUNSELORS INC 18180.00%0.00%0.00%Q2 2019Q3 202318
Investors Research Corp 18180.02%0.65%1.00%Q2 2019Q3 202318
AlphaStar Capital Management, LLC 18180.05%0.52%1.18%Q1 2018Q2 202218
Advisory Services Network, LLC 1110.00%0.00%0.01%Q2 2016Q1 202318
Commonwealth Equity Services, Inc 18180.00%0.01%0.05%Q2 2013Q3 201718
Voya Financial Advisors, Inc. 1220.02%0.11%0.21%Q1 2016Q1 202318
Citadel Advisors 310.00%0.00%0.00%Q3 2015Q3 202318
NEXT Financial Group, Inc 1250.00%0.20%0.48%Q3 2014Q4 202117
Steinberg Global Asset Management 17170.32%0.77%1.53%Q4 2013Q4 201717
GOLDMAN SACHS GROUP INC 1220.00%0.00%0.00%Q2 2017Q4 202117
People's United Financial, Inc. 17170.00%0.00%0.01%Q2 2013Q2 201717
Betterment LLC 1410.00%0.00%0.01%Q4 2016Q1 202317
HCR Wealth Advisors 1150.00%0.00%0.00%Q4 2016Q4 202016
PSI Advisors, LLC 16160.02%0.46%1.03%Q4 2019Q3 202316
XML Financial, LLC 16160.09%0.23%0.41%Q4 2019Q3 202316
AlphaMark Advisors, LLC 16160.01%0.02%0.02%Q2 2013Q1 201716
TRUIST FINANCIAL CORP 16160.00%0.01%0.02%Q4 2019Q3 202316
B. Riley Wealth Advisors, Inc. 1410.00%0.03%0.05%Q2 2014Q3 202316
Wealthcare Advisory Partners LLC 16160.01%0.12%0.21%Q4 2019Q3 202316
Renaissance Technologies 510.00%0.00%0.00%Q1 2018Q3 202316
M&T BANK CORP 1420.00%0.00%0.00%Q2 2017Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.02%0.04%Q2 2016Q4 201915
Orion Portfolio Solutions, LLC 15150.00%0.12%0.24%Q1 2020Q3 202315
HighTower Advisors, LLC 15150.00%0.00%0.00%Q4 2018Q2 202215
AE Wealth Management LLC 1320.00%0.01%0.04%Q2 2019Q1 202315
SWS Partners 510.40%0.79%1.15%Q4 2017Q3 202315
CREATIVE FINANCIAL DESIGNS INC /ADV 1320.00%0.01%0.03%Q4 2016Q3 202315
Retirement Group, LLC 1410.01%0.01%0.01%Q4 2019Q3 202315
PROTECTIVE LIFE CORP 15150.45%22.81%28.40%Q3 2019Q1 202315
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 960.12%0.28%0.46%Q4 2017Q3 202215
Sage Advisory Services, Ltd.Co. 15150.21%2.08%5.28%Q1 2020Q3 202315
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 710.00%0.00%0.00%Q2 2016Q3 202315
Prospera Financial Services Inc 1140.01%0.90%4.86%Q1 2016Q1 202315
Disciplined Investments, LLC 15150.03%0.06%0.09%Q4 2019Q2 202315
McAdam, LLC 1410.02%0.07%0.13%Q3 2018Q3 202315
Texas Yale Capital Corp. 14140.02%0.17%0.24%Q4 2018Q1 202214
KCS Wealth Advisory 14140.13%0.49%1.06%Q2 2019Q3 202214
Lowe Wealth Advisors, LLC 1310.00%0.09%0.16%Q1 2020Q4 202314
SVB WEALTH LLC 14140.01%0.02%0.03%Q2 2020Q3 202314
Capital Investment Advisory Services, LLC 14140.00%0.04%0.06%Q2 2020Q3 202314
KEYBANK NATIONAL ASSOCIATION/OH 950.00%0.00%0.00%Q3 2016Q3 202314
Rosenberg Matthew Hamilton 14140.22%0.61%0.92%Q2 2020Q3 202314
Qube Research & Technologies Ltd 920.00%0.06%0.33%Q4 2019Q3 202314
REGIONS FINANCIAL CORP 13130.00%0.01%0.02%Q1 2018Q1 202113
Measured Wealth Private Client Group, LLC 13130.20%0.96%1.59%Q2 2019Q2 202213
Newbridge Financial Services Group, Inc. 13130.01%0.02%0.04%Q3 2020Q3 202313
Elmwood Wealth Management, Inc. 710.01%0.09%0.25%Q1 2018Q4 202113
PRUDENTIAL PLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Bath Savings Trust Co 13130.15%0.28%0.38%Q3 2020Q3 202313
MACKENZIE FINANCIAL CORP 760.00%0.05%0.15%Q2 2018Q1 202213
CITY HOLDING CO 1030.00%0.00%0.01%Q2 2017Q3 202313
Matthew Goff Investment Advisor, LLC 13130.05%0.08%0.12%Q2 2019Q2 202213
Founders Financial Alliance, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
Chevy Chase Trust Holdings, LLC 13130.00%0.00%0.01%Q3 2013Q3 201613
FDx Advisors, Inc. 810.01%0.08%0.21%Q4 2016Q1 202313
Capital Analysts, LLC 13130.00%0.00%0.00%Q2 2018Q2 202113
Iron Horse Wealth Management, LLC 12120.03%0.08%0.15%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
CNO Financial Group, Inc. 121224.32%43.74%99.44%Q4 2020Q3 202312
GSB Wealth Management, LLC 720.07%0.31%0.96%Q2 2017Q2 202312
HBW ADVISORY SERVICES LLC 12120.06%0.25%0.60%Q2 2020Q1 202312
1900 WEALTH MANAGEMENT LLC 12120.03%0.10%0.16%Q4 2020Q3 202312
Bank of New York Mellon Corp 420.00%0.00%0.00%Q2 2018Q1 202312
Ten Capital Wealth Advisors, LLC 12120.07%0.58%1.72%Q3 2020Q2 202312
Buffington Mohr McNeal 12120.06%0.69%1.15%Q1 2019Q4 202112
Private Advisory Group LLC 750.10%0.60%2.31%Q4 2016Q4 201912
Advisory Alpha, LLC 840.00%0.17%0.81%Q4 2017Q2 202312
Westover Capital Advisors, LLC 12120.07%0.11%0.13%Q1 2019Q4 202112
Integrated Wealth Concepts LLC 11110.02%0.03%0.04%Q2 2020Q4 202211
KINGS POINT CAPITAL MANAGEMENT 11110.00%0.00%0.01%Q3 2019Q1 202211
MUFG Americas Holdings Corp 11110.00%0.00%0.01%Q1 2020Q3 202211
DEUTSCHE BANK AG\ 520.00%0.00%0.00%Q1 2014Q3 202311
PFS INVESTMENTS INC. 830.26%0.43%0.58%Q2 2020Q1 202311
MSI Financial Services Inc 810.00%0.01%0.02%Q2 2013Q4 201611
First Allied Advisory Services, Inc. 1010.00%0.03%0.12%Q1 2016Q3 201911
OneDigital Investment Advisors LLC 830.01%0.01%0.02%Q3 2020Q2 202311
ADVANTAGE INVESTMENT MANAGEMENT, LLC 11110.00%0.33%0.82%Q1 2016Q3 201811
Strategic Wealth Investment Group, LLC 810.04%0.24%1.02%Q4 2019Q1 202311
Key FInancial Inc 11110.04%0.24%0.52%Q1 2021Q3 202311
NewEdge Advisors, LLC 1010.00%0.01%0.02%Q2 2017Q3 202311
Equitable Holdings, Inc. 740.01%0.01%0.01%Q2 2020Q3 202311
Belpointe Asset Management LLC 520.00%0.03%0.06%Q3 2017Q1 202311
Tradewinds Capital Management, LLC 11110.06%1.78%5.08%Q1 2021Q3 202311
Efficient Market Advisors, LLC 11110.01%0.08%0.36%Q2 2013Q4 201511
Financial Gravity Asset Management, Inc. 810.00%0.01%0.02%Q1 2020Q3 202311
NBT BANK N A /NY 920.03%0.04%0.06%Q3 2020Q3 202311
Marquette Asset Management, LLC 820.01%0.01%0.01%Q1 2019Q1 202210
Global Financial Private Capital, Inc 10100.06%0.08%0.10%Q1 2017Q2 201910
Bard Financial Services, Inc. 10100.03%0.07%0.10%Q4 2020Q1 202310
JTC Employer Solutions Trustee Ltd 10100.00%0.01%0.01%Q2 2021Q3 202310
SUNTRUST BANKS INC 640.00%0.02%0.04%Q1 2016Q3 201910
Steward Partners Investment Advisory, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
WOLVERINE TRADING, LLC 410.00%0.00%0.01%Q3 2016Q4 202110
Endurance Wealth Management, Inc. 10100.07%0.19%0.31%Q1 2021Q2 202310
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10100.13%0.15%0.17%Q4 2019Q1 202210
Spire Wealth Management 10100.00%0.00%0.01%Q2 2021Q3 202310
CGN Advisors LLC 820.05%0.09%0.12%Q2 2021Q4 202310
First Horizon Advisors, Inc. 640.00%0.01%0.03%Q1 2021Q3 202310
Lake Point Wealth Management 520.00%0.01%0.08%Q4 2018Q2 202210
PATTON ALBERTSON MILLER GROUP, LLC 10100.05%0.13%0.21%Q4 2019Q1 202210
RITHOLTZ WEALTH MANAGEMENT 10100.02%0.12%0.68%Q4 2018Q1 202110
Barry Investment Advisors, LLC 10100.05%2.53%3.37%Q2 2021Q3 202310
M&R CAPITAL MANAGEMENT INC 10100.01%0.01%0.02%Q2 2017Q3 201910
Accel Wealth Management 10100.00%0.01%0.01%Q4 2020Q1 202310
BRIGHTON JONES LLC 10100.02%0.03%0.04%Q2 2020Q3 202210
FLPUTNAM INVESTMENT MANAGEMENT CO 10100.42%0.84%1.07%Q2 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.00%0.01%0.02%Q1 2021Q3 202310
WEALTHSOURCE PARTNERS, LLC 990.05%0.11%0.16%Q1 2020Q1 20229
JNBA Financial Advisors 630.00%0.00%0.01%Q4 2017Q1 20209
Stratos Wealth Partners, LTD. 410.00%0.00%0.01%Q4 2017Q3 20239
Hillsdale Investment Management Inc. 990.12%0.19%0.36%Q2 2013Q2 20159
Castleview Partners, LLC 810.01%0.03%0.05%Q2 2021Q3 20239
NATIONAL PLANNING CORP 510.01%0.02%0.02%Q3 2014Q3 20179
SII INVESTMENTS INC/WI 710.02%0.06%0.09%Q2 2013Q4 20179
Vickerman Investment Advisors, Inc. 991.28%2.19%2.86%Q3 2021Q3 20239
SRS Capital Advisors, Inc. 540.02%0.11%0.24%Q1 2020Q2 20229
IFG Advisory, LLC 990.22%0.49%0.74%Q2 2021Q2 20239
PARK AVENUE SECURITIES LLC 630.01%0.05%0.10%Q1 2021Q3 20239
Artemis Wealth Advisors, LLC 630.03%0.07%0.10%Q1 2021Q3 20239
Ranch Capital Advisors Inc. 990.03%0.05%0.12%Q3 2019Q3 20219
BEAM WEALTH ADVISORS, INC. 990.25%0.35%0.49%Q3 2021Q3 20239
Stonebridge Financial Planning Group, LLC 990.18%0.54%1.23%Q3 2020Q3 20229
Hexagon Capital Partners LLC 990.01%0.01%0.02%Q3 2021Q3 20239
Shepherd Financial Partners LLC 880.21%0.35%1.13%Q4 2016Q3 20188
Virtu KCG Holdings LLC 310.00%0.02%0.03%Q3 2013Q4 20168
Twelve Points Wealth Management LLC 880.44%0.75%0.90%Q4 2021Q3 20238
Treynor Bancshares, Inc. 880.50%0.56%0.64%Q4 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 620.00%0.00%0.01%Q4 2020Q1 20238
DAVENPORT & Co LLC 880.00%0.00%0.00%Q4 2021Q3 20238
PARSONS CAPITAL MANAGEMENT INC/RI 880.03%0.06%0.07%Q2 2016Q1 20188
Mayflower Financial Advisors, LLC 620.03%0.04%0.05%Q4 2020Q3 20238
DB Wealth Management Group, LLC 880.01%0.02%0.03%Q4 2020Q3 20228
Pure Financial Advisors, LLC 880.02%0.02%0.03%Q1 2022Q4 20238
Destination Wealth Management 510.00%0.01%0.04%Q4 2016Q4 20228
TRUST CO OF VERMONT 710.00%0.00%0.00%Q4 2016Q1 20208
Ameritas Investment Partners, Inc. 880.00%0.00%0.00%Q4 2014Q3 20168
Confluence Wealth Management LLC 880.18%0.24%0.28%Q1 2016Q4 20178
GUGGENHEIM CAPITAL LLC 880.00%0.01%0.01%Q1 2018Q4 20198
PETERSON WEALTH MANAGEMENT 881.02%1.88%4.26%Q2 2021Q1 20238
Zions Bancorporation 620.01%0.02%0.06%Q2 2016Q3 20188
Coastline Trust Co 880.04%0.06%0.10%Q4 2016Q3 20188
IPG Investment Advisors LLC 310.05%0.07%0.09%Q2 2020Q2 20238
Powers Advisory Group, LLC 881.01%1.10%1.22%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
WASHINGTON TRUST BANK 880.00%0.03%0.04%Q1 2017Q4 20188
OPPENHEIMER & CO INC 620.01%0.01%0.04%Q3 2016Q3 20218
Long Run Wealth Advisors, LLC 881.41%1.95%2.33%Q4 2021Q3 20238
SCHMIDT P J INVESTMENT MANAGEMENT INC 880.06%0.07%0.09%Q1 2021Q4 20228
Good Life Advisors, LLC 880.83%1.00%1.32%Q1 2021Q4 20228
PFS Partners, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Kestra Advisory Services, LLC 770.04%0.05%0.07%Q3 2020Q1 20227
Asset Dedication, LLC 770.00%0.00%0.00%Q2 2018Q4 20197
Altus Wealth Group LLC 520.39%0.45%0.52%Q4 2020Q3 20227
RFG Advisory, LLC 510.03%0.12%0.28%Q4 2018Q3 20227
West Wealth Group, LLC 770.18%0.26%0.30%Q1 2022Q3 20237
Calamos Advisors LLC 770.00%0.00%0.00%Q3 2018Q1 20207
Rockbridge Investment Management, LCC 770.01%0.01%0.01%Q2 2020Q4 20217
HARBOUR INVESTMENTS, INC. 430.00%0.00%0.00%Q1 2021Q4 20227
Joseph P. Lucia & Associates, LLC 520.01%0.02%0.02%Q2 2019Q1 20217
Mechanics Bank Trust Department 770.62%1.01%1.24%Q3 2019Q1 20217
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.02%0.06%Q2 2013Q4 20147
Freedom Investment Management, Inc. 430.02%0.04%0.06%Q4 2016Q4 20207
Covestor Ltd 770.00%0.00%0.00%Q1 2022Q3 20237
Bluefin Trading, LLC 210.06%0.14%0.27%Q2 2013Q4 20197
Edge Advisors, LLC 770.02%0.03%0.03%Q4 2016Q2 20187
CBIZ Investment Advisory Services, LLC 510.03%0.04%0.05%Q4 2019Q4 20217
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Ameritas Advisory Services, LLC 610.08%0.09%0.11%Q4 2021Q3 20237
MERCER GLOBAL ADVISORS INC /ADV 770.00%0.00%0.00%Q1 2022Q3 20237
QUEST CAPITAL MANAGEMENT INC /ADV 770.10%0.14%0.18%Q2 2020Q4 20217
Venturi Wealth Management, LLC 770.07%0.09%0.12%Q2 2016Q4 20177
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
JPMORGAN CHASE & CO 310.00%0.00%0.00%Q1 2018Q3 20236
SeaCrest Wealth Management, LLC 660.02%0.02%0.02%Q4 2017Q1 20196
Arkadios Wealth Advisors 660.00%0.00%0.00%Q2 2020Q3 20216
CreativeOne Wealth, LLC 660.04%0.12%0.18%Q4 2020Q1 20226
WFA of San Diego, LLC 210.08%0.09%0.10%Q3 2021Q3 20236
Apollon Wealth Management, LLC 420.02%0.03%0.05%Q4 2021Q3 20236
Smithfield Trust Co 660.01%0.01%0.01%Q2 2014Q3 20156
FLAGSHIP HARBOR ADVISORS, LLC 310.01%0.03%0.04%Q3 2020Q3 20236
Householder Group Estate & Retirement Specialist, LLC 410.13%0.42%0.58%Q4 2021Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
United Asset Strategies, Inc. 660.12%0.21%0.55%Q2 2022Q3 20236
Baystate Wealth Management LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Worth Asset Management, LLC 660.08%0.09%0.10%Q1 2022Q2 20236
TWO SIGMA SECURITIES, LLC 110.00%0.02%0.08%Q3 2016Q2 20236
RWA WEALTH PARTNERS, LLC 660.03%0.05%0.06%Q1 2017Q2 20186
Fernwood Investment Management, LLC 660.11%0.21%0.33%Q2 2020Q3 20216
Golden Green, Inc. 661.04%1.54%2.06%Q3 2021Q4 20226
HANCOCK WHITNEY CORP 660.09%0.10%0.13%Q1 2014Q2 20156
GREAT VALLEY ADVISOR GROUP, INC. 660.58%0.72%1.16%Q4 2018Q1 20206
Falcon Wealth Planning 660.08%0.13%0.22%Q2 2022Q3 20236
Affiance Financial, LLC 660.17%0.22%0.30%Q3 2015Q4 20166
Noven Financial Group, Inc. 660.56%0.71%1.06%Q4 2018Q1 20206
Bangor Savings Bank 660.00%0.00%0.00%Q2 2022Q3 20236
ROOSEVELT INVESTMENT GROUP LLC 660.04%0.06%0.06%Q4 2018Q1 20206
Evanson Asset Management, LLC 660.15%0.16%0.17%Q3 2018Q4 20196
PRIVATE TRUST CO NA 660.01%0.04%0.07%Q2 2022Q3 20236
COLONY GROUP LLC 510.02%0.11%0.17%Q4 2014Q2 20176
Baron Financial Group, LLC 660.01%0.41%0.83%Q3 2020Q4 20216
WFG Advisors, LP 660.02%0.04%0.06%Q1 2016Q2 20176
CoreFirst Bank & Trust 550.01%0.02%0.04%Q2 2022Q2 20235
PRUDENTIAL FINANCIAL INC 550.00%0.00%0.00%Q4 2020Q4 20215
STEPHENS INC /AR/ 410.01%0.03%0.11%Q2 2016Q3 20225
Essex LLC 550.07%0.08%0.09%Q3 2021Q3 20225
Wealthspire Advisors, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Redwood Investment Management, LLC 550.93%1.64%3.01%Q1 2019Q1 20205
Vantage Investment Advisors, LLC 410.00%0.02%0.02%Q1 2014Q4 20175
Carroll Financial Associates, Inc. 320.00%0.01%0.02%Q2 2013Q4 20215
Curi Wealth Management, LLC 550.24%0.55%0.70%Q4 2020Q4 20215
Ameritas Investment Company, LLC 310.00%0.03%0.08%Q4 2018Q3 20215
Tortoise Investment Management, LLC 550.00%0.01%0.01%Q1 2022Q1 20235
Advisors Asset Management, Inc. 550.00%0.00%0.00%Q2 2020Q2 20215
EP Wealth Advisors, LLC 550.01%0.02%0.02%Q4 2019Q4 20205
MinichMacGregor Wealth Management, LLC 550.00%0.01%0.01%Q3 2017Q3 20185
Collaborative Wealth Managment Inc. 310.15%0.18%0.19%Q1 2021Q4 20225
Ausdal Financial Partners, Inc. 550.08%0.08%0.09%Q4 2021Q4 20225
ZACKS INVESTMENT MANAGEMENT 550.01%0.01%0.02%Q3 2022Q3 20235
SEI INVESTMENTS CO 550.00%0.00%0.00%Q2 2017Q2 20185
BARCLAYS PLC 410.00%0.00%0.00%Q4 2020Q4 20225
Intercontinental Wealth Advisors, LLC 550.02%0.03%0.03%Q4 2018Q4 20195
FLOW TRADERS U.S. LLC 310.01%0.04%0.11%Q1 2019Q3 20225
StoneX Group Inc. 550.03%0.04%0.06%Q4 2020Q4 20215
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 550.27%0.38%0.47%Q3 2020Q3 20215
Mariner, LLC 550.00%0.02%0.04%Q3 2022Q3 20235
TD Capital Management LLC 410.01%0.03%0.04%Q2 2013Q3 20235
TUCKER ASSET MANAGEMENT LLC 550.00%0.00%0.02%Q4 2020Q4 20215
FinTrust Capital Advisors, LLC 440.02%0.03%0.03%Q1 2019Q4 20194
HARBOR ADVISORY CORP /MA/ 440.23%0.27%0.38%Q4 2022Q3 20234
WESTPORT RESOURCES MANAGEMENT INC 440.04%0.10%0.20%Q4 2015Q3 20164
Charles Schwab Trust Co 310.08%0.41%1.28%Q3 2019Q3 20204
Grace Capital 440.16%0.29%0.39%Q2 2020Q1 20214
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 440.17%1.48%3.05%Q2 2019Q1 20204
Realta Investment Advisors 220.02%0.03%0.04%Q3 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
OAK HARBOR WEALTH PARTNERS, LLC 440.01%0.02%0.02%Q4 2021Q3 20224
Strategic Capital Group LLC 440.04%0.29%0.59%Q2 2013Q1 20144
Ahrens Investment Partners LLC 220.00%0.08%0.16%Q4 2016Q1 20224
MILLENNIUM MANAGEMENT LLC 220.00%0.00%0.01%Q1 2018Q1 20194
Guidant Wealth Advisors 440.18%0.27%0.33%Q4 2018Q3 20194
New Hampshire Trust 440.48%0.62%0.69%Q4 2022Q3 20234
Austin Private Wealth, LLC 440.03%0.04%0.05%Q4 2022Q3 20234
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q3 2015Q2 20234
Financial Advocates Investment Management 440.03%0.03%0.03%Q1 2021Q4 20214
Country Club Trust Company, n.a. 210.04%0.04%0.05%Q2 2016Q1 20184
Cetera Advisors LLC 210.00%0.00%0.01%Q1 2019Q3 20234
HF Advisory Group, LLC 440.16%0.18%0.21%Q4 2022Q3 20234
Rockefeller Capital Management L.P. 310.00%0.00%0.00%Q1 2019Q4 20224
Inscription Capital, LLC 440.12%0.14%0.17%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
JBJ Investment Partners, LLC 440.40%0.69%1.47%Q1 2019Q4 20194
Ruggie Capital Group 440.08%0.19%0.43%Q2 2018Q1 20194
Centerpoint Advisors, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Tanglewood Legacy Advisors, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
55I, LLC 440.01%0.03%0.05%Q3 2020Q2 20214
CAPTRUST FINANCIAL ADVISORS 210.00%0.00%0.00%Q4 2020Q2 20224
Johnson Financial Group, Inc. 440.01%0.01%0.01%Q1 2017Q4 20174
BlackRock Inc. 210.00%0.00%0.00%Q4 2021Q2 20234
Sequoia Financial Advisors, LLC 440.03%0.03%0.03%Q1 2018Q4 20184
IHT Wealth Management, LLC 440.00%0.01%0.02%Q2 2017Q1 20184
Foresight Wealth Management, LLC 442.73%2.88%3.03%Q4 2018Q3 20194
JDM Financial Group LLC 440.04%0.05%0.07%Q4 2022Q3 20234
Lucia Wealth Services, LLC 440.18%0.56%1.38%Q4 2017Q3 20184
Shilanski & Associates, Inc. 441.31%1.37%1.43%Q4 2022Q3 20234
DCM Advisors, LLC 440.06%0.08%0.10%Q4 2020Q3 20214
Destiny Wealth Partners, LLC 220.00%0.01%0.02%Q4 2020Q4 20214
REILLY FINANCIAL ADVISORS, LLC 310.00%0.00%0.00%Q4 2015Q4 20214
SouthState Corp 220.01%0.01%0.01%Q4 2021Q2 20234
Day & Ennis, LLC 440.11%0.12%0.13%Q4 2020Q3 20214
RMR Wealth Builders 210.01%0.02%0.04%Q4 2019Q1 20214
Hilton Capital Management, LLC 440.09%0.25%0.37%Q1 2021Q4 20214
DELTA ASSET MANAGEMENT LLC/TN 440.00%0.00%0.00%Q4 2022Q3 20234
Kovack Advisors, Inc. 440.04%0.05%0.06%Q1 2019Q4 20194
Sharper & Granite LLC 440.17%0.22%0.25%Q4 2022Q3 20234
First Personal Financial Services 440.01%0.01%0.01%Q1 2015Q4 20154
Donoghue Forlines LLC 443.79%4.43%4.95%Q4 2020Q3 20214
WealthPLAN Partners, LLC 210.00%0.01%0.02%Q4 2015Q3 20163
COMERICA BANK 110.00%0.01%0.02%Q4 2016Q3 20233
Clarity Financial LLC 330.13%0.22%0.27%Q2 2021Q4 20213
Marshall Financial Group LLC 330.35%0.42%0.49%Q4 2020Q2 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
SHINE INVESTMENT ADVISORY SERVICES INC 330.00%0.00%0.00%Q2 2017Q4 20173
Aspire Private Capital, LLC 330.19%0.22%0.25%Q4 2018Q2 20193
OLD MISSION CAPITAL LLC 110.01%0.01%0.02%Q3 2020Q3 20233
AlphaCore Capital LLC 330.01%0.01%0.02%Q4 2022Q2 20233
Belvedere Trading LLC 330.00%0.00%0.00%Q1 2023Q3 20233
AJ WEALTH STRATEGIES, LLC 330.03%0.03%0.04%Q2 2019Q4 20193
HOWARD WEALTH MANAGEMENT, LLC 210.12%0.14%0.17%Q4 2019Q3 20213
Cercano Management LLC 330.00%0.01%0.01%Q4 2022Q2 20233
USCA RIA LLC 331.19%1.32%1.42%Q2 2015Q4 20153
Pathway Financial Advisors LLC 330.00%0.00%0.00%Q4 2017Q2 20183
GLENMEDE TRUST CO NA 330.00%0.00%0.00%Q2 2015Q4 20153
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Squar Milner Financial Services LLC 210.00%0.04%0.06%Q2 2019Q1 20203
Advisors Preferred, LLC 210.00%0.01%0.02%Q3 2015Q1 20193
Advisor Resource Council 110.02%0.03%0.04%Q2 2021Q2 20223
Cetera Investment Advisers 210.00%0.03%0.07%Q2 2022Q1 20233
BLUEFIN CAPITAL MANAGEMENT, LLC 330.02%0.06%0.10%Q3 2021Q1 20223
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 110.03%0.09%0.19%Q4 2018Q4 20223
GeoWealth Management, LLC 210.04%0.05%0.07%Q3 2021Q2 20233
Aptus Capital Advisors, LLC 210.00%0.00%0.00%Q3 2022Q2 20233
Lindbrook Capital, LLC 330.02%0.02%0.02%Q2 2022Q4 20223
Argentus Capital Management, LLC 330.00%0.00%0.00%Q1 2016Q3 20163
Nalls Sherbakoff Group, LLC 330.07%0.07%0.08%Q1 2023Q3 20233
B & T Capital Management DBA Alpha Capital Management 330.36%0.42%0.49%Q2 2013Q4 20133
Glass Jacobson Investment Advisors llc 210.03%0.03%0.04%Q4 2022Q3 20233
Edge Capital Group, LLC 330.02%0.02%0.02%Q4 2018Q2 20193
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Acorn Wealth Advisors, LLC 330.01%0.02%0.02%Q4 2017Q2 20183
Axiom Investment Management LLC 330.01%0.03%0.06%Q4 2018Q2 20193
State of Wisconsin - Board of Commissioners of Public Lands 336.35%6.51%6.61%Q1 2023Q3 20233
Krilogy Financial LLC 210.00%0.00%0.00%Q4 2017Q3 20183
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Paladin Advisory Group, LLC 330.00%0.03%0.04%Q4 2021Q2 20223
Bay Harbor Wealth Management, LLC 330.20%0.22%0.24%Q4 2018Q2 20193
Genesee Capital Advisors, LLC 210.69%0.78%0.85%Q3 2021Q3 20223
Wealthfront Advisers LLC 210.00%0.00%0.00%Q3 2022Q3 20233
Snowden Capital Advisors LLC 210.01%0.01%0.01%Q3 2019Q4 20213
TOTH FINANCIAL ADVISORY CORP 210.00%0.00%0.00%Q3 2021Q3 20233
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
Tradition Wealth Management, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q2 2016Q4 20173
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 330.32%0.38%0.41%Q1 2020Q3 20203
Morling Financial Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
AMERICAN ASSET MANAGEMENT INC. 110.02%0.03%0.04%Q3 2014Q3 20152
FOUNDERS FINANCIAL SECURITIES LLC 220.09%0.09%0.09%Q2 2020Q3 20202
Advisors Capital Management, LLC 220.01%0.01%0.02%Q3 2021Q4 20212
ETRADE Capital Management LLC 220.04%0.04%0.04%Q2 2020Q3 20202
OLD NATIONAL BANCORP /IN/ 220.16%0.16%0.16%Q2 2019Q3 20192
B. Riley Wealth Management, Inc. 110.00%0.01%0.03%Q3 2020Q2 20222
Allegis Investment Advisors, LLC 220.74%0.76%0.78%Q4 2017Q1 20182
Zions Bancorporation, N.A. 220.01%0.04%0.06%Q4 2018Q1 20192
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
FLAGSTAR ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20222
Commonwealth Financial Services, LLC 220.02%0.05%0.09%Q1 2016Q2 20162
PALLADIUM PARTNERS LLC 220.00%0.01%0.01%Q2 2013Q3 20132
Tyler-Stone Wealth Management 220.00%0.00%0.01%Q2 2023Q3 20232
Holistic Financial Partners 220.01%0.01%0.01%Q4 2017Q1 20182
ECLECTIC ASSOCIATES INC /ADV 220.13%0.13%0.13%Q2 2023Q3 20232
CENTAURUS FINANCIAL, INC. 220.03%0.03%0.03%Q1 2018Q2 20182
American Financial Network Advisory Services LLC 220.00%0.00%0.00%Q3 2017Q4 20172
TimeScale Financial, Inc. 220.04%0.05%0.05%Q1 2023Q2 20232
Royal Fund Management, LLC 220.02%0.03%0.04%Q4 2017Q1 20182
AVANTAX ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q1 2020Q3 20202
FAS Wealth Partners, Inc. 220.00%0.00%0.01%Q4 2022Q1 20232
Redhawk Wealth Advisors, Inc. 220.82%1.03%1.24%Q1 2019Q2 20192
Dakota Wealth Management 220.02%0.02%0.02%Q4 2021Q1 20222
KESTRA PRIVATE WEALTH SERVICES, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
NewEdge Wealth, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
BB&T SECURITIES, LLC 110.00%0.00%0.00%Q2 2017Q3 20192
Long Wharf Investors, Inc. 221.12%1.35%1.59%Q2 2013Q3 20132
Arete Wealth Advisors, LLC 220.07%0.07%0.08%Q3 2017Q4 20172
Verition Fund Management LLC 110.01%0.08%0.15%Q1 2014Q4 20212
Horizon Investments, LLC 220.01%0.01%0.02%Q2 2020Q3 20202
NAVELLIER & ASSOCIATES INC 220.03%0.04%0.05%Q2 2016Q3 20162
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q2 2023Q3 20232
Clearstead Advisors, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Semmax Financial Advisors Inc. 220.00%0.00%0.01%Q4 2018Q1 20192
Parallel Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Bridgecreek Investment Management, LLC 220.06%0.07%0.08%Q2 2013Q3 20132
Ridgewood Investments LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Mirae Asset Global Investments Co., Ltd. 220.00%0.01%0.01%Q4 2018Q1 20192
GOULD ASSET MANAGEMENT LLC /CA/ 220.06%0.06%0.06%Q4 2022Q1 20232
PBMares Wealth Management LLC 220.18%0.21%0.24%Q4 2020Q1 20212
Tevis Investment Management 110.01%0.01%0.02%Q4 2021Q2 20222
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q3 2021Q4 20212
NORTHERN TRUST CORP 110.00%0.00%0.00%Q3 2013Q4 20192
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Sterling Investment Advisors, Ltd. 220.03%0.07%0.11%Q3 2020Q4 20202
VSR Financial Services, Inc. 220.07%0.07%0.07%Q1 2016Q2 20162
EATON VANCE MANAGEMENT 220.00%0.00%0.00%Q1 2021Q2 20212
Koshinski Asset Management, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
BB&T INVESTMENT SERVICES, INC. 220.01%0.01%0.01%Q3 2017Q4 20172
MGO Private Wealth, LLC 220.19%0.20%0.20%Q3 2022Q4 20222
Plante Moran Financial Advisors, LLC 110.00%0.00%0.01%Q3 2016Q3 20222
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
UMB Bank, n.a. 110.00%0.00%0.00%Q2 2022Q2 20232
Stonebridge Capital Advisors LLC 220.00%0.00%0.00%Q1 2021Q2 20212
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q2 2017Q2 20192
Biltmore Capital Advisors LLC 110.24%0.24%0.24%Q3 2020Q3 20201
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
GREENUP STREET WEALTH MANAGEMENT LLC 110.92%0.92%0.92%Q4 2021Q4 20211
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Avalon Investment & Advisory 110.22%0.22%0.22%Q4 2019Q4 20191
Institute for Wealth Management, LLC. 110.02%0.02%0.02%Q4 2019Q4 20191
Charter Oak Capital Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
WBI INVESTMENTS, LLC 112.57%2.57%2.57%Q2 2013Q2 20131
tru Independence LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Independent Advisor Alliance 110.06%0.06%0.06%Q1 2019Q1 20191
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Teamwork Financial Advisors, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
SECURITY NATIONAL TRUST CO 110.00%0.00%0.00%Q4 2019Q4 20191
Perennial Advisors, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
Horan Securities, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Legacy Private Trust Co. 110.12%0.12%0.12%Q3 2014Q3 20141
EDMOND DE ROTHSCHILD HOLDING S.A. 110.07%0.07%0.07%Q3 2016Q3 20161
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.00%Q2 2016Q2 20161
L & S Advisors Inc 110.04%0.04%0.04%Q3 2019Q3 20191
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Smart Money Group LLC 110.71%0.71%0.71%Q1 2021Q1 20211
Urban Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Wall Capital Group, Inc. 110.67%0.67%0.67%Q1 2017Q1 20171
Truvestments Capital LLC 110.09%0.09%0.09%Q3 2018Q3 20181
Larson Financial Group LLC 110.01%0.01%0.01%Q2 2020Q2 20201
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
FINANCIAL COUNSELORS INC 110.79%0.79%0.79%Q3 2023Q3 20231
Crestwood Advisors Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
FourThought Financial, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Columbus Macro, LLC 111.70%1.70%1.70%Q2 2022Q2 20221
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Jefferies Group LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Barrett Asset Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Virtu Financial LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Highland Private Wealth Management 110.73%0.73%0.73%Q1 2018Q1 20181
Advanced Asset Management Advisors Inc 110.00%0.00%0.00%Q4 2022Q4 20221
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
IMA Wealth, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Meridian Wealth Management, LLC 110.04%0.04%0.04%Q2 2019Q2 20191
Fortitude Advisory Group L.L.C. 110.03%0.03%0.03%Q1 2022Q1 20221
Dakota Community Bank & Trust NA 111.31%1.31%1.31%Q4 2022Q4 20221
HENGEHOLD CAPITAL MANAGEMENT LLC 110.04%0.04%0.04%Q3 2022Q3 20221
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Intersect Capital LLC 110.07%0.07%0.07%Q4 2020Q4 20201
TrueWealth Advisors, LLC 110.15%0.15%0.15%Q1 2021Q1 20211
Anchor Investment Management, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
CMC Financial Group 110.30%0.30%0.30%Q3 2019Q3 20191
Clearview Wealth Advisors LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
RFG HOLDINGS, INC. 110.22%0.22%0.22%Q4 2020Q4 20201
Birchcreek Wealth Management, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
D.A. DAVIDSON & CO. 110.00%0.00%0.00%Q4 2021Q4 20211
Archer Investment Corp 110.03%0.03%0.03%Q2 2020Q2 20201
BCM ADVISORS, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Clark Capital Management Group, Inc. 110.07%0.07%0.07%Q2 2022Q2 20221
ACCURATE INVESTMENT SOLUTIONS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2020Q3 20201
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Braver Wealth Management, LLC 110.06%0.06%0.06%Q4 2016Q4 20161
ENTERPRISE FINANCIAL SERVICES CORP 110.00%0.00%0.00%Q4 2018Q4 20181
M Holdings Securities, Inc. 110.02%0.02%0.02%Q3 2014Q3 20141
Yorktown Management & Research Co Inc 110.06%0.06%0.06%Q1 2018Q1 20181
Ceros Financial Services Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
GUARDIAN WEALTH ADVISORS, LLC / NC 110.02%0.02%0.02%Q2 2023Q2 20231
Ground Swell Capital, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
ADVISOR CONSULTANT NETWORK INC 110.04%0.04%0.04%Q3 2016Q3 20161
WIN ADVISORS, INC 110.01%0.01%0.01%Q4 2021Q4 20211
HIGH POINT BANK & TRUST CO 110.04%0.04%0.04%Q4 2016Q4 20161
Hudock, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
TCI Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Ellevest, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Wayfinding Financial, LLC 111.99%1.99%1.99%Q2 2022Q2 20221
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Legacy Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Richwood Investment Advisors, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
Crosspoint Capital Strategies, LLC 111.07%1.07%1.07%Q4 2015Q4 20151
EDMOND DE ROTHSCHILD (SUISSE) S.A. 110.70%0.70%0.70%Q3 2016Q3 20161
Fragasso Group Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
AVIANCE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
FOUNDERS BANK & TRUST 110.00%0.00%0.00%Q3 2013Q3 20131
Gupta Wealth Management LLC 110.01%0.01%0.01%Q3 2015Q3 20151
FORTEM FINANCIAL GROUP, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
BOENNING & SCATTERGOOD, INC. 110.06%0.06%0.06%Q2 2022Q2 20221
Merit Financial Group, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Concorde Asset Management, LLC 110.18%0.18%0.18%Q2 2020Q2 20201
Tempus Wealth Planning, LLC 110.17%0.17%0.17%Q4 2022Q4 20221
WASHINGTON TRUST Co 110.00%0.00%0.00%Q1 2021Q1 20211
Almanack Investment Partners, LLC. 110.12%0.12%0.12%Q3 2019Q3 20191
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Samalin Investment Counsel, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
iAB Financial Bank 110.26%0.26%0.26%Q2 2013Q2 20131
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2019Q1 20191
Oxler Private Wealth LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
OLD MISSION CAPITAL, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
TOBIAS FINANCIAL ADVISORS, INC. 112.71%2.71%2.71%Q4 2019Q4 20191
RGT Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q1 2018Q1 20181
Strategic Asset Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q2 2022Q2 20221
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Chessman Wealth Strategies RIA 119.07%9.07%9.07%Q3 2018Q3 20181
Torch Wealth Management LLC 110.00%0.00%0.00%Q1 2014Q1 20141
TORONTO DOMINION BANK 110.00%0.00%0.00%Q2 2018Q2 20181
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
G&S Capital LLC 110.03%0.03%0.03%Q4 2017Q4 20171
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
PINNACLE FINANCIAL PARTNERS INC 110.02%0.02%0.02%Q2 2017Q2 20171
HM PAYSON & CO 110.00%0.00%0.00%Q4 2020Q4 20201
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
True Link Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
USA FINANCIAL FORMULAS 116.92%6.92%6.92%Q4 2015Q4 20151
CT Financial Advisors LLC 110.01%0.01%0.01%Q2 2016Q2 20161
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q2 2018Q2 20181
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
External links

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