SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CITIGROUP INC 42420.00%0.00%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 3470.00%0.00%0.00%Q2 2013Q3 202341
Checchi Capital Advisers, LLC 3810.03%0.32%0.80%Q4 2013Q3 202339
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
JPMORGAN CHASE & CO 34340.00%0.00%0.00%Q2 2015Q3 202334
LPL Financial LLC 33330.00%0.04%0.12%Q3 2015Q3 202333
JANE STREET GROUP, LLC 1410.00%0.01%0.09%Q1 2014Q3 202333
ENVESTNET ASSET MANAGEMENT INC 19140.00%0.01%0.35%Q1 2015Q3 202333
ASSETMARK, INC 2760.00%0.06%0.15%Q4 2013Q3 202233
FAS Wealth Partners, Inc. 27270.01%0.66%1.33%Q1 2017Q3 202327
RAYMOND JAMES & ASSOCIATES 2220.00%0.00%0.00%Q1 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 2510.00%0.00%0.01%Q2 2013Q4 201926
IFP Advisors, Inc 14110.00%0.00%0.01%Q2 2016Q3 202325
Stadion Money Management, LLC 24240.04%0.33%0.51%Q3 2016Q2 202224
Chesapeake Wealth Management 23232.48%3.07%4.04%Q1 2018Q3 202323
Fisher Asset Management, LLC 2110.00%0.00%0.01%Q4 2015Q3 202323
Citadel Advisors 810.00%0.00%0.02%Q4 2016Q3 202322
Cornerstone Wealth Management, LLC 22220.03%0.13%0.25%Q1 2017Q2 202222
IndexIQ Advisors LLC 1340.01%0.36%2.31%Q2 2016Q1 202222
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.05%Q3 2018Q3 202321
Tower Research Capital LLC (TRC) 21210.00%0.00%0.00%Q3 2018Q3 202321
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 20200.00%0.02%0.08%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.21%1.28%2.67%Q4 2018Q3 202320
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 19190.01%1.22%1.81%Q1 2019Q3 202319
Gradient Investments LLC 19190.00%0.74%2.09%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
AMERIPRISE FINANCIAL INC 1210.00%0.00%0.01%Q3 2014Q3 202318
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.00%Q2 2013Q4 202218
FLAGSHIP HARBOR ADVISORS, LLC 1080.01%0.17%0.59%Q4 2018Q3 202318
STATE STREET CORP 18180.00%0.00%0.00%Q2 2019Q3 202318
CWM, LLC 1080.00%0.00%0.01%Q1 2019Q3 202318
Financial Engines Advisors L.L.C. 17171.72%7.21%8.94%Q3 2019Q3 202317
AE Wealth Management LLC 17170.02%0.05%0.06%Q3 2019Q3 202317
Financial Enhancement Group LLC 17170.00%0.54%6.47%Q3 2018Q3 202217
Kingsview Wealth Management, LLC 1160.05%0.15%0.30%Q2 2019Q3 202317
Advisors Asset Management, Inc. 17170.00%0.00%0.01%Q3 2019Q3 202317
Vectors Research Management, LLC 17170.09%0.36%1.09%Q3 2019Q3 202317
Patriot Financial Group Insurance Agency, LLC 16160.00%0.07%0.24%Q3 2018Q2 202216
Allen Capital Group, LLC 1330.26%1.00%2.24%Q3 2019Q3 202316
Certified Advisory Corp 1150.04%0.62%1.12%Q2 2019Q3 202316
Values First Advisors, Inc. 16160.00%2.12%3.79%Q4 2019Q3 202316
LexAurum Advisors, LLC 16160.09%0.26%0.40%Q1 2019Q4 202216
Janney Montgomery Scott LLC 16160.01%0.01%0.02%Q4 2016Q3 202016
Hilltop Holdings Inc. 15150.05%0.10%0.17%Q1 2018Q3 202115
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Visionary Wealth Advisors 15150.11%0.25%0.87%Q1 2020Q3 202315
PNC FINANCIAL SERVICES GROUP, INC. 870.00%0.00%0.00%Q1 2019Q3 202315
FMR LLC 1010.00%0.00%0.00%Q1 2019Q3 202315
Leicht Financial Planning & Wealth Management, Inc. 14143.56%5.72%9.20%Q2 2020Q3 202314
Willow Creek Wealth Management Inc. 14140.09%0.58%1.10%Q2 2020Q3 202314
UNITED CAPITAL FINANCIAL ADVISORS, LLC 14140.08%0.14%0.19%Q2 2020Q3 202314
Private Advisor Group, LLC 14140.00%0.08%0.18%Q2 2020Q3 202314
TSFG, LLC 14140.00%0.02%0.06%Q2 2020Q3 202314
Measured Wealth Private Client Group, LLC 14140.21%0.78%1.88%Q2 2020Q3 202314
HNP Capital LLC 1220.13%0.37%1.12%Q3 2019Q1 202314
Exchange Capital Management, Inc. 14140.25%0.41%0.61%Q2 2020Q3 202314
IHT Wealth Management, LLC 710.00%0.04%0.24%Q4 2016Q2 202314
Cambridge Investment Research Advisors, Inc. 610.00%0.01%0.03%Q4 2015Q3 202314
MML INVESTORS SERVICES, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
AdvisorNet Financial, Inc 13130.00%0.22%0.37%Q3 2018Q3 202113
Advisory Services Network, LLC 610.00%0.07%0.19%Q2 2017Q1 202313
GREAT VALLEY ADVISOR GROUP, INC. 13130.14%0.45%0.73%Q2 2020Q2 202313
Western Wealth Management, LLC 850.02%0.05%0.10%Q2 2020Q3 202313
Donald L. Hagan, LLC 1210.16%0.35%0.93%Q4 2019Q3 202313
CGN Advisors LLC 13130.12%1.74%3.47%Q4 2020Q4 202313
Stratos Wealth Advisors, LLC 1120.02%0.10%0.26%Q1 2020Q3 202313
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 310.00%0.00%0.00%Q1 2017Q3 202312
Centennial Wealth Advisory LLC 12120.41%0.79%1.20%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.07%0.09%0.12%Q4 2020Q3 202312
Concord Wealth Partners 12120.05%3.02%6.34%Q4 2020Q3 202312
Rockefeller Capital Management L.P. 12120.00%0.00%0.00%Q4 2019Q3 202212
KWB Wealth 12122.52%5.23%7.10%Q4 2020Q3 202312
Wealthcare Advisory Partners LLC 650.02%0.21%0.56%Q3 2020Q3 202311
Pinnacle Advisory Group, Inc. 11110.02%0.06%0.09%Q3 2018Q1 202111
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
Raymond James Financial Services Advisors, Inc. 510.00%0.00%0.01%Q2 2016Q2 202311
CreativeOne Wealth, LLC 11110.01%0.05%0.12%Q3 2019Q1 202211
Tri-Star Advisors Inc. 830.22%2.09%7.33%Q4 2020Q3 202311
AVANTAX ADVISORY SERVICES, INC. 11110.00%0.01%0.02%Q2 2019Q4 202111
Lloyd Advisory Services, LLC. 10100.01%0.01%0.02%Q4 2019Q1 202210
COMMONWEALTH EQUITY SERVICES, LLC 510.00%0.01%0.04%Q1 2018Q3 202310
Integrated Wealth Concepts LLC 10100.06%0.10%0.19%Q2 2021Q3 202310
Lucia Wealth Services, LLC 640.05%0.60%1.75%Q4 2017Q3 202010
Cetera Advisors LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
WBI INVESTMENTS, LLC 10100.09%0.46%0.76%Q2 2021Q3 202310
Zurich Insurance Group Ltd/FI 10100.27%0.40%0.50%Q2 2021Q3 202310
Allworth Financial LP 10100.00%0.05%0.08%Q2 2021Q3 202310
Good Life Advisors, LLC 10100.03%1.45%3.20%Q1 2021Q2 202310
Graypoint LLC 10100.04%0.09%0.15%Q2 2020Q3 202210
WBH ADVISORY INC 730.06%0.10%0.16%Q1 2021Q3 202310
Stratos Wealth Partners, LTD. 910.01%0.16%0.21%Q2 2020Q3 202310
Freedom Investment Management, Inc. 990.06%0.08%0.09%Q1 2021Q1 20239
Mariner, LLC 990.01%0.03%0.05%Q3 2021Q3 20239
TELEMUS CAPITAL, LLC 810.00%0.13%0.32%Q4 2017Q3 20239
Prime Capital Investment Advisors, LLC 420.00%0.02%0.04%Q3 2019Q3 20239
Qube Research & Technologies Ltd 720.00%0.01%0.06%Q2 2021Q3 20239
Cetera Advisor Networks LLC 610.00%0.01%0.01%Q2 2020Q2 20239
HARBOUR INVESTMENTS, INC. 630.00%0.00%0.02%Q1 2021Q3 20239
Next Capital Management LLC 990.11%0.14%0.17%Q3 2021Q3 20239
OLD MISSION CAPITAL LLC 510.01%0.16%0.89%Q2 2020Q3 20239
Professional Financial Advisors, LLC 990.00%0.01%0.01%Q3 2020Q3 20229
Verition Fund Management LLC 990.01%0.02%0.05%Q1 2020Q1 20229
WealthShield Partners, LLC 540.00%0.00%0.00%Q2 2018Q3 20209
Modera Wealth Management, LLC 990.02%4.04%9.80%Q1 2021Q1 20239
Collaborative Wealth Managment Inc. 610.45%0.54%0.70%Q1 2021Q3 20238
Advisor Group, Inc. 880.00%0.00%0.00%Q1 2018Q4 20198
Capital Investment Advisory Services, LLC 410.00%0.00%0.00%Q1 2021Q3 20238
ST GERMAIN D J CO INC 530.01%0.72%0.98%Q4 2021Q4 20238
Bell Investment Advisors, Inc 620.26%0.43%0.81%Q3 2021Q3 20238
CX Institutional 880.86%1.23%1.43%Q4 2021Q3 20238
Brookstone Capital Management 530.01%0.05%0.23%Q4 2018Q3 20238
FormulaFolio Investments, LLC 880.00%0.11%0.30%Q3 2019Q2 20218
Redwood Investment Management, LLC 880.54%0.93%2.26%Q2 2019Q1 20218
GOLDMAN SACHS GROUP INC 510.00%0.00%0.00%Q2 2013Q2 20228
ALESCO ADVISORS LLC 880.05%0.06%0.07%Q4 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 620.04%0.36%0.70%Q4 2020Q1 20238
US BANCORP \DE\ 610.00%0.00%0.00%Q1 2020Q3 20238
MARINER INDEPENDENT ADVISOR NETWORK, LLC 880.02%0.04%0.06%Q4 2020Q3 20228
FirstPurpose Wealth LLC 880.40%0.52%0.62%Q4 2021Q3 20238
Capital Asset Advisory Services LLC 880.00%0.00%0.00%Q4 2019Q3 20218
Cedar Wealth Management, LLC 880.00%0.12%0.29%Q3 2018Q2 20208
Congress Wealth Management LLC / DE / 880.01%0.02%0.03%Q4 2021Q3 20238
Virtu KCG Holdings LLC 310.01%0.02%0.05%Q3 2014Q2 20178
Vise Technologies, Inc. 770.14%0.26%0.58%Q1 2022Q3 20237
LOWE BROCKENBROUGH & CO INC 770.02%0.02%0.02%Q1 2022Q3 20237
Spinnaker Investment Group, LLC 520.09%0.11%0.17%Q4 2021Q3 20237
CAMBRIDGE TRUST CO 770.00%0.00%0.01%Q1 2022Q3 20237
BENJAMIN F. EDWARDS & COMPANY, INC. 770.00%0.06%0.41%Q1 2022Q3 20237
Tortoise Investment Management, LLC 770.00%0.00%0.00%Q2 2020Q4 20217
Trilogy Capital Inc. 770.06%0.07%0.08%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.00%0.06%0.21%Q1 2022Q3 20237
FLOW TRADERS U.S. LLC 610.05%0.29%0.70%Q1 2019Q3 20227
Rosenberg Matthew Hamilton 770.00%0.00%0.00%Q4 2021Q2 20237
Squar Milner Financial Services LLC 520.01%0.03%0.10%Q2 2018Q1 20207
Global Retirement Partners, LLC 770.02%0.03%0.03%Q1 2022Q3 20237
STIFEL FINANCIAL CORP 410.00%0.01%0.03%Q1 2018Q3 20237
Disciplined Investments, LLC 610.01%0.12%0.20%Q1 2020Q2 20237
Rockbridge Investment Management, LCC 770.00%0.01%0.01%Q2 2020Q4 20217
LEVEL FOUR ADVISORY SERVICES, LLC 430.02%0.10%0.30%Q2 2020Q3 20237
Charter Oak Capital Management, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
Simplicity Solutions, LLC 610.02%0.05%0.08%Q3 2019Q2 20237
Sowell Financial Services LLC 770.00%0.00%0.01%Q3 2019Q1 20217
Stratos Investment Management, LLC 430.05%0.23%0.50%Q3 2021Q3 20237
Pinnacle Wealth Management Group, Inc. 770.26%1.20%2.58%Q2 2021Q4 20227
USCA RIA LLC 770.02%0.04%0.06%Q1 2019Q3 20207
American Portfolios Advisors 610.00%0.00%0.01%Q2 2019Q3 20227
Redwood Financial Network Corp 773.82%4.46%5.14%Q1 2022Q3 20237
MBM Wealth Consultants, LLC 660.14%0.17%0.20%Q4 2020Q1 20226
FOSTER & MOTLEY INC 660.03%0.04%0.05%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.04%0.05%0.06%Q2 2022Q3 20236
Charles Schwab Investment Advisory, Inc. 660.00%0.01%0.01%Q2 2016Q3 20176
Sonora Investment Management, LLC 660.00%0.00%0.00%Q2 2020Q3 20216
GPS Wealth Strategies Group, LLC 660.17%0.41%0.63%Q2 2022Q3 20236
Diligent Investors, LLC 660.07%0.10%0.12%Q3 2020Q4 20216
BOENNING & SCATTERGOOD, INC. 660.04%0.05%0.06%Q2 2020Q3 20216
Penobscot Investment Management Company, Inc. 660.08%0.32%0.50%Q1 2021Q2 20226
Bridge Advisory, LLC 660.08%0.25%0.46%Q1 2022Q2 20236
Sandy Spring Bank 660.00%0.00%0.01%Q2 2022Q3 20236
BESSEMER GROUP INC 660.00%0.00%0.01%Q2 2019Q3 20206
ROCKLAND TRUST CO 660.04%0.13%0.22%Q2 2022Q3 20236
FIFTH THIRD BANCORP 660.00%0.00%0.00%Q4 2021Q1 20236
Eldridge Investment Advisors, Inc. 660.08%0.13%0.26%Q1 2022Q2 20236
CANTOR FITZGERALD, L. P. 660.22%0.25%0.31%Q2 2022Q3 20236
Acropolis Investment Management, LLC 660.02%0.02%0.02%Q2 2022Q3 20236
Hirtle Callaghan & Co LLC 660.12%0.74%1.38%Q2 2022Q3 20236
TCWP LLC 660.04%0.07%0.10%Q4 2021Q1 20236
Ten Capital Wealth Advisors, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
Main Street Financial Solutions, LLC 660.03%0.04%0.05%Q4 2020Q1 20226
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Miracle Mile Advisors, LLC 550.05%0.23%0.53%Q3 2020Q3 20215
Aptus Capital Advisors, LLC 410.00%0.00%0.00%Q1 2022Q3 20235
Financial Advocates Investment Management 320.02%0.17%0.69%Q4 2020Q3 20235
Pacifica Partners Inc. 550.04%0.05%0.05%Q1 2021Q1 20225
Boltwood Capital Management 320.18%0.49%0.80%Q2 2021Q4 20235
Renaissance Technologies 410.00%0.00%0.00%Q4 2020Q2 20225
Kistler-Tiffany Companies, LLC 550.01%0.01%0.01%Q1 2022Q1 20235
Crescent Capital Consulting, LLC 550.00%1.69%4.17%Q4 2020Q4 20215
TUCKER ASSET MANAGEMENT LLC 550.00%0.01%0.03%Q4 2020Q4 20215
Koshinski Asset Management, Inc. 310.00%0.02%0.03%Q3 2021Q2 20235
Merit Financial Group, LLC 550.02%0.03%0.04%Q3 2022Q3 20235
Horan Securities, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q2 2021Q2 20225
Strategic Asset Management, LLC 550.01%0.01%0.01%Q3 2021Q3 20225
THRIVENT FINANCIAL FOR LUTHERANS 550.00%0.00%0.00%Q3 2022Q3 20235
Elmwood Wealth Management, Inc. 410.13%0.15%0.15%Q1 2018Q1 20205
Baird Financial Group, Inc. 550.00%0.00%0.00%Q1 2020Q1 20215
Steward Partners Investment Advisory, LLC 320.00%0.00%0.00%Q4 2020Q3 20235
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
Element Wealth, LLC 550.04%0.05%0.05%Q1 2021Q1 20225
Capital Analysts, LLC 410.00%0.00%0.00%Q3 2020Q4 20225
Ford Financial Group, LLC 440.13%0.33%0.41%Q1 2022Q4 20224
CONFLUENCE INVESTMENT MANAGEMENT LLC 440.75%0.77%0.81%Q4 2022Q3 20234
Northwest Capital Management Inc 440.30%0.51%0.61%Q4 2022Q3 20234
Front Row Advisors LLC 440.02%0.06%0.09%Q1 2021Q4 20214
Bluefin Trading, LLC 210.05%0.10%0.16%Q2 2013Q2 20174
First Horizon Advisors, Inc. 310.00%0.00%0.00%Q3 2018Q3 20234
Gladstone Institutional Advisory LLC 220.03%0.23%0.44%Q1 2020Q2 20214
Leading Edge Financial Planning LLC 440.86%1.10%1.22%Q4 2022Q3 20234
BENJAMIN EDWARDS INC 440.01%0.16%0.59%Q4 2022Q3 20234
Alliance Wealth Advisors, LLC /UT 440.26%0.28%0.32%Q4 2022Q3 20234
Atria Investments, Inc 440.03%0.03%0.04%Q1 2016Q4 20164
WEALTHSOURCE PARTNERS, LLC 440.04%0.07%0.16%Q1 2020Q4 20204
Detalus Advisors, LLC 440.35%0.90%1.12%Q4 2022Q3 20234
Equitable Holdings, Inc. 310.00%0.11%0.16%Q1 2022Q3 20234
Valmark Advisers, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
Inspire Advisors, LLC 440.08%0.10%0.10%Q4 2021Q3 20224
Parallel Advisors, LLC 310.00%0.12%0.20%Q2 2019Q3 20234
SevenBridge Financial Group, LLC 310.00%0.02%0.04%Q2 2016Q2 20194
CREATIVE FINANCIAL DESIGNS INC /ADV 310.00%0.00%0.00%Q3 2019Q3 20234
Vertex Planning Partners, LLC 440.37%0.59%0.73%Q4 2022Q3 20234
Strategic Blueprint, LLC 440.06%0.09%0.11%Q4 2022Q3 20234
Arden Trust Co 440.10%0.25%0.36%Q1 2023Q4 20234
PSI Advisors, LLC 440.00%0.03%0.10%Q3 2021Q2 20224
Wallace Advisory Group, LLC 440.26%0.27%0.27%Q4 2022Q3 20234
Savior LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Realta Investment Advisors 220.02%0.02%0.02%Q3 2022Q3 20234
VisionPoint Advisory Group, LLC 310.01%0.12%0.17%Q3 2021Q2 20234
DFPG INVESTMENTS, LLC 440.09%0.15%0.21%Q4 2022Q3 20234
Apollon Wealth Management, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
REGENTATLANTIC CAPITAL LLC 440.01%0.01%0.01%Q2 2021Q1 20224
U.S. Capital Wealth Advisors, LLC 440.01%0.03%0.10%Q4 2022Q3 20234
KARLINSKI ANDREW C 441.12%1.21%1.32%Q4 2021Q3 20224
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 440.00%0.00%0.01%Q2 2022Q1 20234
Founders Financial Alliance, LLC 440.04%0.05%0.06%Q3 2022Q2 20234
Carr Financial Group Corp 440.21%2.21%3.23%Q4 2022Q3 20234
ICA Group Wealth Management, LLC 440.03%0.04%0.06%Q4 2022Q3 20234
Antonetti Capital Management LLC 440.05%0.06%0.06%Q2 2013Q1 20144
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Stokes Family Office, LLC 440.89%1.63%2.38%Q4 2022Q3 20234
CFS Investment Advisory Services, LLC 110.03%0.53%1.95%Q4 2020Q3 20224
MERCER GLOBAL ADVISORS INC /ADV 210.00%0.01%0.01%Q1 2022Q2 20234
EASTERN BANK 440.01%0.06%0.16%Q1 2020Q4 20204
CREDIT SUISSE AG/ 210.00%0.00%0.01%Q3 2015Q2 20183
SUNTRUST BANKS INC 330.00%0.00%0.00%Q2 2016Q4 20163
SIGNET FINANCIAL MANAGEMENT, LLC 330.33%0.62%1.03%Q1 2023Q3 20233
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.02%Q2 2018Q2 20213
Ausdal Financial Partners, Inc. 330.08%0.10%0.12%Q4 2019Q2 20203
Peak Capital Management LLC 210.00%0.12%0.36%Q2 2017Q2 20183
FINANCIAL LIFE ADVISORS 335.00%5.40%5.66%Q1 2023Q3 20233
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 210.04%0.46%0.77%Q1 2019Q1 20223
RFG Advisory, LLC 330.04%0.05%0.07%Q2 2019Q4 20193
Kestra Advisory Services, LLC 210.00%0.00%0.01%Q4 2022Q3 20233
1 NORTH WEALTH SERVICES LLC 211.04%1.13%1.20%Q1 2019Q4 20193
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 330.70%0.83%1.06%Q3 2020Q1 20213
BANK OF MONTREAL /CAN/ 110.00%0.00%0.01%Q4 2017Q3 20223
Sterling Manor Financial, LLC 211.56%2.32%3.63%Q4 2020Q4 20223
SIGNATUREFD, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
STRATEGY ASSET MANAGERS LLC 330.29%0.35%0.39%Q4 2021Q2 20223
Ameritas Investment Company, LLC 110.00%0.00%0.01%Q4 2018Q1 20203
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
Householder Group Estate & Retirement Specialist, LLC 110.01%0.09%0.21%Q3 2022Q3 20233
OPPENHEIMER & CO INC 210.03%0.08%0.19%Q4 2019Q3 20223
Mach-1 Financial Group, LLC 210.00%0.01%0.01%Q2 2022Q1 20233
Family Asset Management, LLC 330.02%0.03%0.05%Q4 2022Q2 20233
Keystone Financial Group 210.04%0.31%0.56%Q4 2017Q3 20233
Stone House Investment Management, LLC 330.25%0.43%0.61%Q2 2019Q4 20193
Flagship Private Wealth, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
Advisor Resource Council 110.15%0.18%0.20%Q2 2021Q2 20223
ROOSEVELT INVESTMENT GROUP LLC 330.02%0.02%0.02%Q1 2022Q3 20223
Sharkey, Howes & Javer 330.17%0.38%0.54%Q1 2023Q3 20233
True North Advisors, LLC 330.10%0.10%0.10%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Perennial Investment Advisors, LLC 330.31%0.31%0.32%Q1 2023Q3 20233
BlackRock Inc. 210.00%0.00%0.00%Q4 2022Q3 20233
BLAIR WILLIAM & CO/IL 210.00%0.00%0.00%Q3 2022Q3 20233
Matisse Capital 330.16%0.28%0.38%Q3 2021Q1 20223
Jane Street Holding, LLC 330.02%0.03%0.04%Q2 2013Q4 20133
WealthPLAN Partners, LLC 220.00%0.00%0.01%Q1 2023Q2 20232
GeoWealth Management, LLC 110.09%0.13%0.17%Q3 2019Q1 20202
Stewardship Advisors, LLC 221.04%1.38%1.72%Q4 2019Q1 20202
Avior Wealth Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
COURIER CAPITAL LLC 220.02%0.03%0.03%Q2 2023Q3 20232
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q1 2020Q1 20222
Covington Capital Management 220.00%0.00%0.00%Q1 2022Q2 20222
Voya Financial Advisors, Inc. 220.04%0.10%0.15%Q2 2020Q3 20202
GUIDANCE CAPITAL, INC 220.82%0.82%0.82%Q2 2023Q3 20232
Partnervest Advisory Services LLC 220.01%0.01%0.01%Q1 2014Q2 20142
NEW ENGLAND SECURITIES CORP /MA/ 220.00%0.00%0.01%Q1 2014Q2 20142
WHITTIER TRUST CO 220.00%0.00%0.00%Q2 2022Q3 20222
Portside Wealth Group, LLC 220.73%0.74%0.74%Q2 2023Q3 20232
HERITAGE WEALTH MANAGEMENT, LLC 220.05%0.05%0.06%Q1 2022Q2 20222
55I, LLC 220.03%0.04%0.05%Q2 2020Q3 20202
VERUS CAPITAL PARTNERS, LLC 220.15%0.16%0.17%Q4 2019Q1 20202
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.01%0.01%0.02%Q2 2023Q3 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
MATRIX PRIVATE CAPITAL GROUP LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Hexagon Capital Partners LLC 110.00%0.00%0.01%Q3 2022Q3 20232
Northland Capital Management LLC 220.33%0.34%0.34%Q1 2023Q2 20232
Commonwealth Equity Services, Inc 220.01%0.01%0.01%Q1 2016Q2 20162
Financial Gravity Asset Management, Inc. 110.01%0.12%0.22%Q4 2022Q2 20232
HORIZON BANCORP INC /IN/ 220.01%0.01%0.01%Q2 2023Q3 20232
Avidian Wealth Solutions, LLC 220.14%0.19%0.24%Q2 2020Q3 20202
Impact Partnership Wealth, LLC 220.00%0.01%0.02%Q2 2023Q3 20232
EWG Elevate Inc. 110.00%0.06%0.12%Q1 2022Q4 20222
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q3 2018Q1 20212
Ascent Group, LLC 220.03%0.03%0.04%Q1 2023Q2 20232
AJ WEALTH STRATEGIES, LLC 220.07%0.08%0.08%Q2 2022Q3 20222
WOODMONT INVESTMENT COUNSEL LLC 220.06%0.06%0.07%Q1 2021Q2 20212
Wealth Quarterback LLC 220.01%0.02%0.02%Q2 2021Q3 20212
PFG Advisors 220.02%0.02%0.02%Q1 2022Q2 20222
CENTRAL TRUST Co 110.00%0.00%0.00%Q2 2019Q4 20212
Colonial River Wealth Management, LLC 220.34%0.38%0.42%Q4 2021Q1 20222
Berger Financial Group, Inc 220.03%0.03%0.03%Q4 2021Q1 20222
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
Hedeker Wealth, LLC 110.20%0.20%0.20%Q3 2016Q3 20161
RETIREMENT CAPITAL STRATEGIES 114.74%4.74%4.74%Q2 2023Q2 20231
Simplicity Wealth,LLC 110.43%0.43%0.43%Q2 2023Q2 20231
Carmichael Hill & Associates, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
Snider Financial Group 110.10%0.10%0.10%Q2 2023Q2 20231
CULLEN/FROST BANKERS, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Creative Planning 110.00%0.00%0.00%Q2 2021Q2 20211
Glassman Wealth Services 110.01%0.01%0.01%Q4 2021Q4 20211
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.02%0.02%0.02%Q2 2023Q2 20231
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
WFG Advisors, LP 110.00%0.00%0.00%Q4 2014Q4 20141
Goelzer Investment Management, Inc. 110.26%0.26%0.26%Q4 2022Q4 20221
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Sound Income Strategies, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
ATTICUS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
CENTAURUS FINANCIAL, INC. 110.03%0.03%0.03%Q2 2019Q2 20191
OLD SECOND NATIONAL BANK OF AURORA 110.01%0.01%0.01%Q3 2023Q3 20231
Mutual Advisors, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Team Financial Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Placemark Investments, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
Bogart Wealth, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Halpern Financial, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q2 2023Q2 20231
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Hibernia Wealth Partners, LLC 117.53%7.53%7.53%Q3 2023Q3 20231
ASSOCIATED BANC-CORP 110.01%0.01%0.01%Q1 2022Q1 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
OmniStar Financial Group, Inc. 110.40%0.40%0.40%Q1 2023Q1 20231
Baystate Wealth Management LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Sugarloaf Wealth Management, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
OLD MISSION CAPITAL, LLC 110.36%0.36%0.36%Q4 2020Q4 20201
Advisors Capital Management, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
MONUMENTAL FINANCIAL GROUP INC. 110.01%0.01%0.01%Q1 2022Q1 20221
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
TD Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Acorn Wealth Advisors, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Cornell Pochily Investment Advisors, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
Biltmore Capital Advisors LLC 110.44%0.44%0.44%Q4 2021Q4 20211
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q3 2022Q3 20221
Prostatis Group LLC 110.51%0.51%0.51%Q2 2020Q2 20201
Pinnacle Bancorp, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
Banque Cantonale Vaudoise 110.27%0.27%0.27%Q4 2019Q4 20191
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q4 2021Q4 20211
Private Wealth Strategies, L.L.C. 112.47%2.47%2.47%Q4 2019Q4 20191
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q3 2023Q3 20231
Retirement Planning Group, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
SG Americas Securities, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Regal Investment Advisors LLC 110.12%0.12%0.12%Q3 2022Q3 20221
Barber Financial Group, Inc. 110.07%0.07%0.07%Q1 2019Q1 20191
S. R. Schill & Associates 111.48%1.48%1.48%Q4 2019Q4 20191
Derbend Asset Management 110.54%0.54%0.54%Q3 2023Q3 20231
Brinker Capital Investments, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Sage Advisory Services, Ltd.Co. 110.03%0.03%0.03%Q4 2018Q4 20181
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Urban Wealth Management, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
SEI INVESTMENTS CO 110.00%0.00%0.00%Q3 2017Q3 20171
Scissortail Wealth Management, LLC 114.88%4.88%4.88%Q2 2023Q2 20231
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
AHL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Davidson Capital Management Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
MAYPORT, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Capitol Family Office, Inc. 118.78%8.78%8.78%Q4 2021Q4 20211
Carter Financial Group, INC. 110.33%0.33%0.33%Q1 2022Q1 20221
Jacobi Capital Management LLC 110.02%0.02%0.02%Q3 2021Q3 20211
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2023Q3 20231
D.A. DAVIDSON & CO. 110.00%0.00%0.00%Q1 2016Q1 20161
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.72%0.72%0.72%Q3 2023Q3 20231
External links

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