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%0.01%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.02%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
ASSETMARK, INC 41410.00%0.13%0.78%Q3 2013Q3 202341
AMERIPRISE FINANCIAL INC 37370.00%0.00%0.00%Q3 2014Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
ENVESTNET ASSET MANAGEMENT INC 2030.00%0.00%0.01%Q2 2014Q3 202335
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1210.00%0.00%0.00%Q3 2013Q3 202334
PNC FINANCIAL SERVICES GROUP, INC. 3210.00%0.00%0.00%Q4 2014Q3 202333
JANE STREET GROUP, LLC 1210.00%0.02%0.12%Q2 2014Q3 202331
Transamerica Financial Advisors, Inc. 1710.00%0.10%0.66%Q4 2014Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
IFP Advisors, Inc 1440.00%0.00%0.01%Q4 2015Q4 202226
Mariner, LLC 26260.00%0.03%0.06%Q4 2015Q1 202226
JPMORGAN CHASE & CO 1210.00%0.00%0.00%Q2 2013Q3 202326
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 26260.08%2.80%4.50%Q3 2013Q4 201926
NEW ENGLAND ASSET MANAGEMENT INC 24240.00%0.00%0.01%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.06%0.28%Q4 2017Q3 202324
Geneos Wealth Management Inc. 24240.00%0.02%0.03%Q4 2017Q3 202324
Stadion Money Management, LLC 24240.14%1.49%2.73%Q3 2016Q2 202224
NEXT Financial Group, Inc 1110.00%0.01%0.09%Q4 2014Q4 202123
NYL Investors LLC 23231.35%2.58%4.59%Q1 2018Q3 202323
PFG Advisors 2010.03%0.25%0.53%Q4 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.04%Q3 2018Q3 202321
Citadel Advisors 510.00%0.00%0.01%Q4 2015Q3 202321
Capital Investment Advisory Services, LLC 20200.00%0.02%0.04%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.01%0.05%Q4 2017Q3 202220
Cambridge Investment Research Advisors, Inc. 20200.00%0.02%0.08%Q4 2018Q3 202320
Bank of New York Mellon Corp 1610.00%0.00%0.00%Q3 2018Q3 202319
CWM, LLC 1010.00%0.00%0.00%Q1 2017Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1450.00%0.00%0.00%Q2 2018Q3 202319
Joseph P. Lucia & Associates, LLC 18180.15%0.39%0.73%Q1 2019Q2 202318
GOLDMAN SACHS GROUP INC 810.00%0.00%0.00%Q3 2012Q3 202218
BlackRock Inc. 1310.00%0.00%0.00%Q4 2015Q3 202318
AE Wealth Management LLC 1240.01%0.04%0.14%Q2 2019Q3 202316
AlphaStar Capital Management, LLC 1060.02%0.18%0.54%Q1 2018Q2 202216
TRUEFG, LLC 16160.33%0.57%0.90%Q4 2019Q3 202316
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
Advisory Services Network, LLC 920.00%0.01%0.02%Q2 2017Q1 202315
Patriot Financial Group Insurance Agency, LLC 15150.00%0.09%0.30%Q4 2018Q2 202215
OSAIC HOLDINGS, INC. 15150.00%0.01%0.03%Q1 2020Q3 202315
US BANCORP \DE\ 1310.00%0.00%0.00%Q1 2017Q3 202315
WEALTHSOURCE PARTNERS, LLC 710.02%0.62%3.25%Q1 2019Q3 202315
CENTAURUS FINANCIAL, INC. 910.00%0.05%0.17%Q2 2018Q3 202215
COMMONWEALTH EQUITY SERVICES, LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
NewSquare Capital LLC 1130.00%0.90%2.85%Q3 2014Q2 202214
Aspire Private Capital, LLC 14140.00%0.88%2.09%Q2 2020Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.00%0.02%0.16%Q2 2020Q3 202314
PETERSON WEALTH MANAGEMENT 14140.26%4.27%6.66%Q4 2019Q1 202314
Psagot Value Holdings Ltd. 14140.00%0.01%0.02%Q2 2013Q3 201614
CLIENT 1ST ADVISORY GROUP, LLC 13130.11%1.47%4.66%Q2 2020Q2 202313
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 13130.44%0.64%0.86%Q4 2014Q4 201713
Advisory Alpha, LLC 1120.02%1.20%3.37%Q2 2018Q3 202313
Newbridge Financial Services Group, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
Mutual Advisors, LLC 1120.01%0.12%0.33%Q2 2019Q3 202313
Insight Advisors, LLC/ PA 12120.15%0.31%0.57%Q4 2020Q3 202312
Tower Research Capital LLC (TRC) 1110.00%0.00%0.00%Q3 2015Q3 202312
Sound Income Strategies, LLC 12120.00%0.06%0.17%Q4 2020Q3 202312
Advisors Asset Management, Inc. 12120.00%0.00%0.01%Q2 2020Q1 202312
TUCKER ASSET MANAGEMENT LLC 12120.01%0.03%0.10%Q4 2020Q3 202312
Archer Investment Corp 12120.05%0.07%0.10%Q4 2020Q3 202312
Iron Horse Wealth Management, LLC 12120.01%0.04%0.12%Q4 2020Q3 202312
Exchange Capital Management, Inc. 12120.02%0.22%0.50%Q4 2015Q3 201812
Raymond James Financial Services Advisors, Inc. 910.00%0.01%0.04%Q2 2019Q2 202312
Cardan Capital Partners, LLC 12120.15%0.25%0.74%Q4 2018Q3 202112
MSI Financial Services Inc 1010.00%0.00%0.01%Q2 2013Q4 201611
OLD MISSION CAPITAL LLC 310.02%0.07%0.15%Q3 2018Q3 202311
LifePlan Financial Group, Inc 11110.13%0.20%0.27%Q1 2018Q3 202011
Clearview Wealth Advisors LLC 11110.00%0.28%2.58%Q4 2020Q2 202311
AMERICAN INTERNATIONAL GROUP, INC. 1010.00%0.00%0.01%Q2 2013Q1 201611
Private Advisor Group, LLC 1010.00%0.01%0.02%Q2 2020Q3 202311
METROPOLITAN LIFE INSURANCE CO/NY 11110.43%0.79%1.21%Q4 2020Q2 202311
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
FMR LLC 710.00%0.00%0.00%Q4 2019Q3 202310
Qube Research & Technologies Ltd 520.00%0.04%0.27%Q4 2019Q3 202310
Legacy Financial Group LLC 420.07%0.80%2.23%Q4 2020Q3 202310
NSI Retail Advisors, LLC 10100.21%0.30%0.38%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.02%0.03%0.05%Q1 2021Q3 202310
CSM Advisors, LLC 10100.10%0.13%0.15%Q2 2021Q3 202310
IndexIQ Advisors LLC 10100.00%0.04%0.16%Q3 2018Q4 202010
CreativeOne Wealth, LLC 910.02%0.07%0.13%Q4 2020Q2 202310
Mirae Asset Global Investments Co., Ltd. 10100.00%0.01%0.03%Q2 2021Q3 202310
DEUTSCHE BANK AG\ 610.00%0.00%0.00%Q3 2013Q4 202010
Providence First Trust Co 10102.02%2.40%4.25%Q3 2017Q4 201910
Financial Enhancement Group LLC 10100.00%2.94%8.35%Q4 2017Q1 202010
TRUIST FINANCIAL CORP 520.00%0.00%0.00%Q3 2020Q3 202310
Eagle Ridge Investment Management 990.04%0.08%0.14%Q2 2016Q2 20189
PARK AVENUE SECURITIES LLC 810.01%0.03%0.05%Q2 2020Q3 20239
EP Wealth Advisors, LLC 540.00%0.01%0.01%Q2 2021Q3 20239
Castleview Partners, LLC 810.02%0.05%0.12%Q2 2021Q3 20239
CAPTRUST FINANCIAL ADVISORS 810.00%0.01%0.11%Q1 2014Q1 20229
Gradient Investments LLC 610.00%0.32%1.20%Q3 2020Q3 20239
CONNING INC. 990.04%0.05%0.05%Q3 2021Q3 20239
Belpointe Asset Management LLC 420.00%0.03%0.09%Q2 2020Q1 20239
Capital Asset Advisory Services LLC 990.05%0.06%0.08%Q1 2020Q1 20229
NewEdge Advisors, LLC 610.00%0.02%0.17%Q4 2019Q3 20239
GUGGENHEIM CAPITAL LLC 990.00%0.01%0.01%Q2 2013Q2 20159
Bluefin Trading, LLC 420.02%0.23%1.01%Q1 2015Q2 20199
55I, LLC 880.14%0.45%1.29%Q2 2020Q1 20228
Crew Capital Management, Ltd. 880.29%0.33%0.38%Q1 2021Q4 20228
Aspire Wealth Management Corp 880.00%0.01%0.03%Q4 2021Q3 20238
Neuberger Berman Group LLC 880.00%0.00%0.00%Q1 2015Q4 20168
MANUFACTURERS LIFE INSURANCE COMPANY, THE 620.00%0.00%0.00%Q3 2016Q3 20188
Kestra Advisory Services, LLC 620.00%0.00%0.01%Q4 2020Q3 20238
Baystate Wealth Management LLC 880.00%0.01%0.04%Q1 2021Q4 20228
RAYMOND JAMES & ASSOCIATES 410.00%0.00%0.01%Q4 2014Q4 20198
Stratos Wealth Advisors, LLC 880.02%0.08%0.28%Q2 2020Q1 20228
Wealthcare Advisory Partners LLC 710.00%0.00%0.00%Q3 2017Q1 20218
Sowell Financial Services LLC 710.00%0.01%0.03%Q3 2019Q3 20238
Collaborative Wealth Managment Inc. 610.97%1.42%2.00%Q1 2021Q3 20238
HBW ADVISORY SERVICES LLC 710.04%0.42%0.76%Q4 2019Q3 20238
WealthShield Partners, LLC 510.00%0.02%0.04%Q4 2018Q1 20218
STIFEL FINANCIAL CORP 320.00%0.00%0.00%Q3 2014Q3 20208
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Elevated Capital Advisors, LLC 510.66%1.07%1.73%Q1 2021Q3 20238
PRIVATE TRUST CO NA 530.00%0.03%0.08%Q1 2014Q3 20238
CFS Investment Advisory Services, LLC 410.05%0.44%1.67%Q4 2020Q2 20238
Cooper Financial Group 440.08%2.28%5.13%Q4 2018Q1 20218
Bay Harbor Wealth Management, LLC 880.02%0.09%0.18%Q2 2020Q1 20228
Virtu KCG Holdings LLC 320.01%0.03%0.11%Q3 2013Q4 20167
WOLVERINE TRADING, LLC 410.00%0.01%0.03%Q3 2016Q4 20197
Northwest Capital Management Inc 520.05%0.84%1.92%Q3 2021Q3 20237
HORIZON FINANCIAL SERVICES, LLC 610.00%2.60%4.99%Q3 2020Q3 20227
Spire Wealth Management 210.00%0.01%0.05%Q1 2021Q2 20237
BARCLAYS PLC 410.00%0.00%0.01%Q1 2019Q3 20217
Kaizen Financial Strategies 410.20%0.27%0.42%Q4 2020Q4 20227
Verition Fund Management LLC 410.01%0.10%0.32%Q2 2019Q4 20217
Covington Capital Management 770.00%0.00%0.00%Q1 2021Q3 20227
Simplicity Solutions, LLC 410.01%0.28%0.58%Q4 2019Q1 20227
Atlas Private Wealth Advisors 660.01%0.02%0.03%Q2 2020Q3 20216
Prospera Financial Services Inc 310.00%0.38%0.94%Q3 2014Q3 20236
Good Life Advisors, LLC 660.04%0.21%0.35%Q2 2022Q3 20236
Rockefeller Capital Management L.P. 660.00%0.00%0.00%Q3 2020Q4 20216
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.00%Q4 2020Q1 20226
Elite Wealth Management, Inc. 660.00%0.02%0.05%Q3 2012Q4 20136
MML INVESTORS SERVICES, LLC 310.00%0.02%0.04%Q2 2020Q2 20236
COMPASS FINANCIAL ADVISORS LLC 660.49%0.53%0.56%Q4 2021Q1 20236
Strategic Investment Advisors / MI 660.08%0.13%0.16%Q4 2020Q1 20226
Horst & Graben Wealth Management LLC 660.06%0.88%2.19%Q2 2020Q3 20216
IHT Wealth Management, LLC 660.02%0.03%0.03%Q2 2022Q3 20236
GeoWealth Management, LLC 660.08%0.12%0.17%Q4 2020Q1 20226
Truadvice, LLC 660.11%0.31%0.76%Q3 2020Q4 20216
Clark Capital Management Group, Inc. 210.02%0.11%0.14%Q2 2020Q3 20236
Janney Montgomery Scott LLC 510.00%0.01%0.02%Q1 2018Q2 20206
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Quad-Cities Investment Group, LLC 660.08%0.10%0.12%Q2 2018Q3 20196
HERITAGE WEALTH MANAGEMENT, LLC 420.01%0.07%0.24%Q2 2021Q4 20226
TRUST CO OF VERMONT 510.00%0.00%0.01%Q2 2020Q4 20216
Center For Asset Management LLC 660.23%0.29%0.34%Q4 2020Q1 20226
ROWLAND CARMICHAEL ADVISORS INC /ADV 330.19%0.59%0.83%Q1 2019Q4 20206
Rosenberg Matthew Hamilton 660.00%0.00%0.01%Q3 2021Q4 20226
EDMOND DE ROTHSCHILD HOLDING S.A. 410.01%0.02%0.02%Q3 2016Q3 20235
RFG Advisory, LLC 410.05%0.09%0.14%Q1 2019Q1 20215
SeaCrest Wealth Management, LLC 550.00%0.00%0.00%Q4 2017Q4 20185
Lee Financial Group Hawaii, Inc. 550.27%2.33%3.96%Q4 2018Q4 20195
Aveo Capital Partners, LLC 550.12%0.15%0.18%Q1 2021Q1 20225
CoreCap Advisors, LLC 550.02%0.03%0.03%Q4 2021Q4 20225
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q2 2021Q3 20235
Strategic Asset Management, LLC 550.07%0.19%0.26%Q3 2021Q3 20225
Sunbelt Securities, Inc. 320.01%0.02%0.04%Q3 2019Q3 20235
VIVID FINANCIAL MANAGEMENT, INC. 410.29%1.83%2.84%Q4 2019Q1 20215
Argentus Capital Management, LLC 550.00%0.00%0.00%Q3 2015Q3 20165
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
Strategic Blueprint, LLC 550.02%0.12%0.22%Q2 2020Q2 20215
McKinley Carter Wealth Services, Inc. 550.02%0.04%0.08%Q4 2020Q4 20215
Avior Wealth Management, LLC 550.00%0.00%0.00%Q1 2021Q1 20225
Archford Capital Strategies, LLC 310.00%0.07%0.09%Q2 2019Q4 20204
FIRST TRUST ADVISORS LP 310.00%0.00%0.01%Q4 2019Q4 20204
KEMPER Corp 446.94%7.46%8.28%Q1 2019Q4 20194
Simplicity Wealth,LLC 440.30%1.88%2.92%Q4 2021Q3 20224
Wagner Wealth Management, LLC 440.04%0.09%0.18%Q4 2021Q3 20224
Copperleaf Capital, LLC 440.20%1.57%5.20%Q3 2020Q2 20214
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 442.81%6.35%7.89%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
SEI INVESTMENTS CO 210.00%0.00%0.00%Q2 2015Q3 20174
HRT FINANCIAL LP 310.00%0.01%0.02%Q1 2022Q2 20234
Twelve Points Wealth Management LLC 443.10%3.64%4.12%Q4 2022Q3 20234
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.01%Q4 2018Q3 20224
Private Advisory Group LLC 110.12%0.25%0.40%Q4 2017Q1 20234
Steward Partners Investment Advisory, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
HF Advisory Group, LLC 440.16%0.20%0.24%Q4 2022Q3 20234
Professional Financial Advisors, LLC 440.01%0.01%0.01%Q1 2021Q4 20214
Savior LLC 440.00%0.03%0.07%Q3 2020Q2 20214
Global Financial Private Capital, Inc 310.10%0.12%0.16%Q1 2017Q2 20204
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q2 2020Q3 20214
WASHINGTON TRUST Co 440.00%0.00%0.00%Q1 2020Q4 20204
Hedeker Wealth, LLC 331.35%1.98%2.31%Q1 2023Q3 20233
Golden State Wealth Management, LLC 210.00%0.00%0.00%Q2 2019Q1 20203
Partnervest Advisory Services LLC 330.00%0.00%0.00%Q4 2013Q2 20143
TRANSCEND CAPITAL ADVISORS, LLC 330.09%0.12%0.18%Q2 2020Q4 20203
ADVANTAGE INVESTMENT MANAGEMENT, LLC 330.03%0.13%0.27%Q4 2014Q2 20153
Cetera Advisors LLC 110.00%0.01%0.02%Q1 2015Q3 20233
Total Clarity Wealth Management, Inc. 210.00%0.01%0.01%Q1 2021Q4 20213
Valmark Advisers, Inc. 330.00%0.01%0.01%Q1 2023Q3 20233
STATE OF WISCONSIN INVESTMENT BOARD 330.00%0.00%0.00%Q1 2023Q3 20233
Csenge Advisory Group 110.02%0.03%0.03%Q2 2020Q1 20223
Vestmark Advisory Solutions, Inc. 330.09%0.14%0.22%Q1 2023Q3 20233
Creative Planning 110.00%0.00%0.00%Q3 2015Q1 20173
OLD NATIONAL BANCORP /IN/ 330.49%0.51%0.53%Q2 2018Q4 20183
Western Wealth Management, LLC 110.03%0.11%0.25%Q2 2020Q2 20213
FIFTH THIRD BANCORP 330.00%0.00%0.00%Q3 2020Q1 20213
Jane Street Holding, LLC 330.02%0.03%0.06%Q2 2013Q4 20133
Lucia Wealth Services, LLC 330.21%0.24%0.28%Q1 2020Q3 20203
BAIRD ROBERT W & CO INC /WI/ 330.01%0.02%0.02%Q3 2014Q1 20153
ONE Advisory Partners, LLC 330.18%0.23%0.32%Q2 2020Q4 20203
TOWNSQUARE CAPITAL LLC 330.01%0.01%0.01%Q2 2021Q4 20213
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Austin Private Wealth, LLC 330.61%0.82%1.07%Q2 2020Q4 20203
Carroll Financial Associates, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
High Falls Advisors, Inc 330.00%0.00%0.00%Q4 2015Q2 20163
VAN STRUM & TOWNE INC. 330.72%0.77%0.81%Q1 2023Q3 20233
Miracle Mile Advisors, LLC 330.01%0.02%0.02%Q4 2022Q2 20233
Cetera Advisor Networks LLC 210.01%0.01%0.01%Q4 2022Q3 20233
OPTIMUM INVESTMENT ADVISORS 330.00%0.00%0.01%Q1 2018Q3 20183
Apella Capital, LLC 330.03%0.06%0.08%Q2 2021Q4 20213
BlackRock Investment Management, LLC 330.00%0.00%0.00%Q2 2016Q4 20163
Baird Financial Group, Inc. 330.00%0.00%0.00%Q2 2020Q4 20203
MGO ONE SEVEN LLC 210.01%0.01%0.01%Q4 2017Q4 20183
Koshinski Asset Management, Inc. 330.12%0.14%0.16%Q1 2023Q3 20233
LIBERTY WEALTH MANAGEMENT LLC 330.02%0.02%0.02%Q3 2020Q1 20213
Ameritas Investment Company, LLC 210.00%0.01%0.01%Q4 2018Q1 20213
HighTower Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20233
DUBUQUE BANK & TRUST CO 330.00%0.00%0.00%Q1 2014Q3 20143
RDA Financial Network 330.09%0.14%0.17%Q2 2020Q4 20203
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Global Retirement Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Raleigh Capital Management Inc. 220.89%1.32%1.75%Q4 2021Q1 20222
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q1 2018Q3 20182
Covestor Ltd 220.00%0.01%0.01%Q4 2021Q1 20222
FOUNDERS FINANCIAL SECURITIES LLC 220.08%0.09%0.09%Q2 2020Q3 20202
SUNTRUST BANKS INC 220.00%0.00%0.00%Q4 2018Q1 20192
Econ Financial Services Corp 221.07%1.10%1.12%Q1 2023Q2 20232
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2018Q1 20192
SouthState Corp 220.01%0.01%0.01%Q4 2021Q1 20222
FINANCIAL LIFE ADVISORS 220.62%0.77%0.92%Q3 2022Q4 20222
Concorde Asset Management, LLC 220.21%0.23%0.24%Q4 2018Q1 20192
NEW ENGLAND SECURITIES CORP /MA/ 220.00%0.00%0.00%Q1 2014Q2 20142
Global Trust Asset Management, LLC 220.08%0.14%0.19%Q2 2019Q3 20192
Cascadia Advisory Services, LLC 220.13%0.15%0.18%Q2 2020Q3 20202
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Realta Investment Advisors 220.01%0.01%0.01%Q3 2019Q4 20192
Ascent Group, LLC 220.12%0.18%0.24%Q4 2021Q1 20222
Horizon Investments, LLC 220.01%0.01%0.02%Q2 2020Q3 20202
Larson Financial Group LLC 220.00%0.00%0.00%Q3 2022Q4 20222
BNP PARIBAS FINANCIAL MARKETS 110.00%0.01%0.01%Q1 2021Q3 20232
Jaffetilchin Investment Partners, LLC 220.07%0.08%0.08%Q1 2016Q2 20162
Penserra Capital Management LLC 220.01%0.01%0.01%Q2 2019Q3 20192
Teamwork Financial Advisors, LLC 220.14%0.16%0.18%Q3 2020Q4 20202
Bell Rock Capital LLC 220.09%0.11%0.14%Q3 2019Q4 20192
WBI INVESTMENTS, LLC 110.01%0.44%0.87%Q3 2015Q4 20172
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Parallel Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
TNF LLC 220.16%0.17%0.17%Q3 2021Q4 20212
CABANA LLC 110.00%0.10%0.20%Q4 2018Q2 20202
Trilogy Capital Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
AXXCESS WEALTH MANAGEMENT, LLC 220.05%0.05%0.06%Q4 2021Q1 20222
Ally Invest Advisors Inc. 220.03%0.03%0.04%Q2 2023Q3 20232
FLC Capital Advisors 220.56%0.57%0.57%Q3 2020Q4 20202
Founders Financial Alliance, LLC 110.00%0.01%0.01%Q2 2022Q2 20232
FLOW TRADERS U.S. LLC 110.01%0.03%0.05%Q4 2013Q1 20172
WFG Advisors, LP 220.00%0.00%0.00%Q4 2014Q1 20152
LexAurum Advisors, LLC 220.12%0.18%0.24%Q3 2020Q4 20202
McIlrath & Eck, LLC 220.57%0.57%0.58%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Security Financial Services, INC. 220.70%0.72%0.74%Q4 2021Q1 20222
NIEMANN CAPITAL MANAGEMENT INC 113.57%3.57%3.57%Q2 2014Q2 20141
WESTERN FINANCIAL Corp 110.21%0.21%0.21%Q4 2020Q4 20201
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
OLD MISSION CAPITAL, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
Boltwood Capital Management 110.43%0.43%0.43%Q4 2023Q4 20231
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Institute for Wealth Management, LLC. 110.02%0.02%0.02%Q4 2019Q4 20191
Saba Capital Management, L.P. 110.03%0.03%0.03%Q4 2013Q4 20131
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
PRUDENTIAL FINANCIAL INC 110.00%0.00%0.00%Q3 2023Q3 20231
Foundations Investment Advisors, LLC 110.10%0.10%0.10%Q4 2018Q4 20181
WealthPLAN Partners, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Spectrum Planning & Advisory Services Inc. 113.58%3.58%3.58%Q4 2020Q4 20201
Cavalier Investments, LLC 110.46%0.46%0.46%Q2 2016Q2 20161
Renaissance Technologies 110.00%0.00%0.00%Q3 2023Q3 20231
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q2 2013Q2 20131
United Asset Strategies, Inc. 110.08%0.08%0.08%Q4 2019Q4 20191
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SPINNAKER TRUST 110.75%0.75%0.75%Q1 2022Q1 20221
Comprehensive Financial Consultants Institutional, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
FIRST NATIONAL CORP /MA/ /ADV 110.00%0.00%0.00%Q1 2019Q1 20191
Banco Santander, S.A. 110.00%0.00%0.00%Q3 2023Q3 20231
Strategic Financial Concepts, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
S. R. Schill & Associates 110.24%0.24%0.24%Q3 2018Q3 20181
Independent Advisor Alliance 110.06%0.06%0.06%Q4 2019Q4 20191
Wealthstar Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Jefferies Group LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Virtu Financial LLC 110.08%0.08%0.08%Q4 2017Q4 20171
Smart Money Group LLC 110.39%0.39%0.39%Q3 2020Q3 20201
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BLACKROCK ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Voya Financial Advisors, Inc. 110.11%0.11%0.11%Q1 2015Q1 20151
Financial Architects, Inc 110.00%0.00%0.00%Q4 2017Q4 20171
Valeo Financial Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Edmond de Rothschild (Europe) 110.11%0.11%0.11%Q3 2016Q3 20161
BLAIR WILLIAM & CO/IL 110.00%0.00%0.00%Q2 2021Q2 20211
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2015Q3 20151
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
Arete Wealth Advisors, LLC 110.46%0.46%0.46%Q4 2022Q4 20221
Perigon Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Atria Wealth Solutions, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Commonwealth Equity Services, Inc 110.00%0.00%0.00%Q1 2015Q1 20151
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q4 2022Q4 20221
Bartlett & Co. LLC 110.00%0.00%0.00%Q2 2022Q2 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q4 2021Q4 20211
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Quadrant Private Wealth Management, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
TCI Wealth Advisors, Inc. 110.01%0.01%0.01%Q2 2015Q2 20151
Wayfinding Financial, LLC 113.28%3.28%3.28%Q3 2023Q3 20231
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Richwood Investment Advisors, LLC 110.22%0.22%0.22%Q4 2021Q4 20211
JT Stratford LLC 110.26%0.26%0.26%Q2 2018Q2 20181
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q2 20131
Pinnacle Family Advisors, LLC 110.21%0.21%0.21%Q4 2020Q4 20201
Friedenthal Financial 110.30%0.30%0.30%Q3 2019Q3 20191
AVIANCE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Cetera Investment Advisers 110.01%0.01%0.01%Q3 2023Q3 20231
ROCKLAND TRUST CO 111.59%1.59%1.59%Q3 2023Q3 20231
One Wealth Advisors, LLC 110.26%0.26%0.26%Q4 2020Q4 20201
WEALTHCARE CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Beacon Financial Advisory LLC 110.18%0.18%0.18%Q4 2020Q4 20201
FIRETHORN WEALTH PARTNERS, LLC 110.76%0.76%0.76%Q4 2020Q4 20201
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
WJ Wealth Management, LLC 111.37%1.37%1.37%Q4 2020Q4 20201
Freedom Investment Management, Inc. 110.06%0.06%0.06%Q4 2017Q4 20171
PRINCIPAL FINANCIAL GROUP INC 110.01%0.01%0.01%Q3 2019Q3 20191
Allegis Investment Advisors, LLC 110.09%0.09%0.09%Q1 2018Q1 20181
SteelPeak Wealth, LLC 111.13%1.13%1.13%Q4 2020Q4 20201
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Clarity Financial LLC 110.82%0.82%0.82%Q1 2021Q1 20211
BAKER TILLY WEALTH MANAGEMENT, LLC 110.16%0.16%0.16%Q4 2020Q4 20201
Apeiron RIA LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Thomasville National Bank 110.84%0.84%0.84%Q1 2014Q1 20141
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Windsor Capital Management, LLC 110.03%0.03%0.03%Q3 2013Q3 20131
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q3 2023Q3 20231
WEALTHFRONT Corp 110.00%0.00%0.00%Q1 2014Q1 20141
Morton Brown Family Wealth, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Integrated Wealth Concepts LLC 110.01%0.01%0.01%Q3 2023Q3 20231
GENWORTH FINANCIAL INC 110.10%0.10%0.10%Q2 2013Q2 20131
TD Capital Management LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
G&S Capital LLC 110.03%0.03%0.03%Q4 2019Q4 20191
External links

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