SPDR SERIES TRUST shareholder history

Current and past SPDR SERIES TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Friedenthal Financial 18130.19%1.14%7.23%Q4 2013Q3 202131
Rehmann Capital Advisory Group 29290.15%2.45%7.86%Q4 2008Q4 201529
LEAVELL INVESTMENT MANAGEMENT, INC. 27270.39%8.41%19.08%Q2 2009Q4 201527
HUNTINGTON NATIONAL BANK 1820.00%0.00%0.00%Q2 2009Q3 202326
Colorado Capital Management, Inc. 22220.40%0.74%1.16%Q4 2015Q1 202122
Freedom Investment Management, Inc. 21210.02%0.53%0.96%Q1 2013Q1 201821
MENLO ADVISORS LLC 17170.10%1.19%1.82%Q4 2014Q4 201817
Corbenic Partners LLC 1420.01%0.94%3.78%Q3 2013Q3 201716
First Horizon Advisors, Inc. 16160.00%0.01%0.04%Q1 2012Q4 201516
GOLDMAN SACHS GROUP INC 1140.00%0.00%0.00%Q1 2012Q4 201515
TCI Wealth Advisors, Inc. 14140.01%0.01%0.03%Q4 2012Q1 201614
Private Ocean, LLC 14140.01%0.01%0.02%Q3 2014Q4 201714
PacWest Financial Management Inc 1220.17%0.35%0.74%Q2 2013Q4 201614
East Coast Asset Management, LLC. 13130.29%0.93%1.87%Q4 2012Q4 201513
Pinnacle Advisory Group, Inc. 1120.36%0.45%0.67%Q2 2013Q3 201613
COMMERCE BANK 12120.01%0.01%0.02%Q1 2013Q4 201512
CREDIT SUISSE AG/ 12120.00%0.01%0.01%Q1 2013Q4 201512
Windham Capital Management, LLC 11110.58%1.19%1.81%Q2 2013Q4 201511
HM PAYSON & CO 11110.08%0.10%0.11%Q2 2013Q4 201511
FIDUCIARY TRUST CO 11110.01%0.02%0.02%Q2 2013Q4 201511
WELLS FARGO & COMPANY/MN 11110.01%0.01%0.01%Q2 2013Q4 201511
Smithfield Trust Co 11112.49%2.78%2.98%Q2 2013Q4 201511
Valmark Advisers, Inc. 11110.01%0.02%0.05%Q2 2013Q4 201511
HL FINANCIAL SERVICES LLC 11110.01%0.02%0.03%Q2 2013Q4 201511
US BANCORP \DE\ 11110.00%0.00%0.00%Q2 2013Q4 201511
Invesco Ltd. 11110.00%0.00%0.00%Q2 2013Q4 201511
FRONTIER INVESTMENT MGMT CO 11110.02%0.03%0.04%Q2 2017Q4 201911
Alpha Omega Wealth Management LLC 11110.01%0.01%0.01%Q4 2016Q2 201911
IFC Holdings Incorporated/FL 11110.16%0.34%0.56%Q2 2013Q4 201511
ENVESTNET ASSET MANAGEMENT INC 11110.20%0.27%0.35%Q2 2013Q4 201511
CHATHAM CAPITAL GROUP, INC. 11113.33%4.29%5.66%Q2 2013Q4 201511
ROYAL BANK OF CANADA 11110.01%0.01%0.01%Q2 2013Q4 201511
Windsor Capital Management, LLC 11110.16%0.20%0.27%Q2 2013Q4 201511
CITIGROUP INC 11110.02%0.02%0.03%Q2 2013Q4 201511
BlackRock Investment Management, LLC 11110.00%0.00%0.00%Q2 2013Q4 201511
MILLENNIUM MANAGEMENT LLC 11110.01%0.01%0.01%Q2 2013Q4 201511
RAYMOND JAMES & ASSOCIATES 11110.10%0.11%0.14%Q2 2013Q4 201511
UNITED CAPITAL FINANCIAL ADVISORS, LLC 11110.01%0.04%0.10%Q2 2013Q4 201511
Modera Wealth Management, LLC 11110.18%0.26%0.41%Q2 2013Q4 201511
PNC FINANCIAL SERVICES GROUP, INC. 11110.13%0.15%0.18%Q2 2013Q4 201511
CURIAN CAPITAL LLC 11110.04%0.07%0.13%Q2 2013Q4 201511
DUNCKER STREETT & CO INC 11110.06%0.15%0.26%Q2 2013Q4 201511
STALEY CAPITAL ADVISERS INC 11111.06%1.31%1.61%Q2 2013Q4 201511
MANNING & NAPIER ADVISORS LLC 11110.01%0.01%0.02%Q2 2013Q4 201511
PETTYJOHN, WOOD & WHITE, INC 11110.10%0.17%0.29%Q2 2013Q4 201511
3D ASSET MANAGEMENT, INC 11111.55%2.31%2.77%Q2 2013Q4 201511
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 11110.06%0.68%1.84%Q2 2013Q4 201511
WHITTIER TRUST CO OF NEVADA INC 11110.09%0.12%0.18%Q2 2013Q4 201511
PHILLIPS FINANCIAL MANAGEMENT, LLC 11110.13%0.19%0.27%Q2 2013Q4 201511
Commonwealth Equity Services, Inc 11110.36%0.42%0.51%Q2 2013Q4 201511
LPL Financial LLC 11110.03%0.03%0.04%Q2 2013Q4 201511
Brinker Capital Investments, LLC 11110.09%0.62%0.77%Q2 2013Q4 201511
LAZARD ASSET MANAGEMENT LLC 11110.03%0.08%0.12%Q2 2013Q4 201511
Creative Planning 11110.00%0.01%0.01%Q2 2013Q4 201511
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11110.18%0.33%0.45%Q2 2013Q4 201511
HighTower Advisors, LLC 11110.01%0.07%0.18%Q2 2013Q4 201511
OARSMAN CAPITAL, INC. 11110.42%0.58%0.76%Q2 2013Q4 201511
AT Bancorp 11110.16%0.37%0.70%Q2 2013Q4 201511
JAMES INVESTMENT RESEARCH INC 11110.14%0.20%0.32%Q2 2013Q4 201511
UNITED SERVICES AUTOMOBILE ASSOCIATION 11110.11%0.12%0.13%Q2 2013Q4 201511
Cambridge Investment Research Advisors, Inc. 11110.01%0.02%0.06%Q2 2013Q4 201511
Gradient Investments LLC 11110.02%0.04%0.12%Q2 2013Q4 201511
Gateway Advisory, LLC 111110.86%12.08%15.18%Q2 2013Q4 201511
MORGAN STANLEY 11110.04%0.04%0.04%Q2 2013Q4 201511
Transamerica Financial Advisors, Inc. 11110.51%0.67%1.08%Q2 2013Q4 201511
MSI Financial Services Inc 11110.04%0.07%0.12%Q2 2013Q4 201511
NOTTINGHAM ADVISORS, INC. 11110.14%0.33%0.48%Q2 2013Q4 201511
Bartlett & Co. LLC 11110.00%0.00%0.01%Q2 2013Q4 201511
Gerstein Fisher 11110.13%0.54%1.00%Q2 2013Q4 201511
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 11110.89%1.69%2.32%Q2 2013Q4 201511
D.A. DAVIDSON & CO. 11110.06%0.09%0.14%Q2 2013Q4 201511
Bank of New York Mellon Corp 11110.00%0.00%0.00%Q2 2013Q4 201511
AMERIPRISE FINANCIAL INC 11110.00%0.00%0.00%Q2 2013Q4 201511
BANK OF MONTREAL /CAN/ 11110.01%0.02%0.03%Q2 2013Q4 201511
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11110.17%0.39%0.48%Q2 2013Q4 201511
CULLEN/FROST BANKERS, INC. 11110.02%0.04%0.10%Q2 2013Q4 201511
JPMORGAN CHASE & CO 11110.00%0.00%0.00%Q2 2013Q4 201511
NATIONAL PLANNING CORP 11110.08%0.22%0.38%Q2 2013Q4 201511
Karpus Management, Inc. 11110.62%1.06%1.97%Q2 2013Q4 201511
LADENBURG THALMANN FINANCIAL SERVICES INC. 11110.05%0.06%0.08%Q2 2013Q4 201511
BANK OF AMERICA CORP /DE/ 11110.06%0.08%0.09%Q2 2013Q4 201511
NATIXIS ADVISORS, L.P. 11110.01%0.01%0.03%Q2 2013Q4 201511
Trutina Financial LLC 11110.54%0.62%0.79%Q2 2013Q4 201511
CAPTRUST FINANCIAL ADVISORS 11110.02%0.15%0.33%Q2 2013Q4 201511
AMERICAN INTERNATIONAL GROUP, INC. 11110.00%0.00%0.00%Q2 2013Q4 201511
Crestwood Advisors Group, LLC 11111.48%1.83%2.16%Q2 2013Q4 201511
SYNOVUS FINANCIAL CORP 11110.00%0.00%0.01%Q2 2013Q4 201511
FIRST TRUST ADVISORS LP 11110.01%0.01%0.02%Q2 2013Q4 201511
BBVA USA Bancshares, Inc. 11110.03%0.05%0.10%Q2 2013Q4 201511
SII INVESTMENTS INC/WI 910.05%0.55%0.92%Q2 2013Q4 201510
BARCLAYS PLC 10100.01%0.01%0.01%Q2 2013Q3 201510
ClearBridge Investments 10100.00%0.00%0.00%Q2 2013Q3 201510
MONROE BANK & TRUST/MI 550.01%0.05%0.12%Q2 2013Q4 201510
PINNACLE ASSOCIATES LTD 10100.01%0.03%0.04%Q3 2013Q4 201510
NAPLES GLOBAL ADVISORS, LLC 10100.47%0.61%0.75%Q4 2013Q1 201610
CEDAR HILL ASSOCIATES, LLC 821.82%2.28%3.35%Q2 2013Q4 201510
Veritable, L.P. 10100.01%0.01%0.01%Q4 2012Q1 201510
ASSETMARK, INC 10100.34%0.40%0.51%Q3 2013Q4 201510
Janney Montgomery Scott LLC 10100.01%0.02%0.03%Q3 2013Q4 201510
BENJAMIN F. EDWARDS & COMPANY, INC. 820.02%0.14%0.27%Q2 2013Q4 201510
BAILARD, INC. 10101.97%3.20%5.41%Q2 2013Q3 201510
Regal Investment Advisors LLC 820.02%0.07%0.15%Q2 2013Q4 201510
Alaska Permanent Capital Management 10100.30%1.31%4.08%Q3 2013Q4 201510
PALLADIUM PARTNERS LLC 910.01%0.03%0.04%Q2 2013Q4 201510
Live Your Vision, LLC 10100.60%1.54%2.21%Q3 2013Q4 201510
LBA Wealth Management, LLC 993.11%3.29%3.52%Q4 2013Q4 20159
QUANTUM CAPITAL MANAGEMENT 990.04%0.05%0.06%Q3 2013Q3 20159
Private Advisor Group, LLC 990.02%0.04%0.09%Q4 2013Q4 20159
COLONY GROUP LLC 990.01%0.09%0.16%Q4 2013Q4 20159
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 991.10%1.32%1.54%Q4 2013Q4 20159
ALESCO ADVISORS LLC 990.03%0.07%0.12%Q4 2013Q4 20159
Cetera Advisor Networks LLC 990.02%0.03%0.04%Q4 2013Q4 20159
DENVER INVESTMENT ADVISORS LLC 990.01%0.01%0.01%Q2 2013Q2 20159
Atria Investments, Inc 990.08%0.14%0.19%Q4 2013Q4 20159
RAYMOND JAMES TRUST N.A. 720.02%0.03%0.04%Q2 2013Q4 20159
Wellington Shields Capital Management, LLC 990.06%0.06%0.07%Q1 2016Q1 20189
Capital Advisors, Ltd. LLC 990.29%0.37%0.48%Q4 2013Q4 20159
CAPITAL ONE, NATIONAL ASSOCIATION 990.03%0.09%0.15%Q4 2013Q4 20159
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 990.92%1.19%1.40%Q4 2013Q4 20159
Madden Advisory Services, Inc. 720.00%0.01%0.03%Q2 2013Q3 20159
Evercore Wealth Management, LLC 540.00%0.00%0.00%Q3 2013Q4 20159
Aviance Capital Partners, LLC 990.09%0.14%0.16%Q1 2014Q1 20169
BB&T SECURITIES, LLC 720.03%0.09%0.15%Q2 2013Q4 20159
Laidlaw Group, LLC 990.65%1.20%1.76%Q2 2013Q2 20159
WFG Advisors, LP 990.00%0.01%0.01%Q4 2013Q4 20159
WHITTIER TRUST CO 990.01%0.01%0.02%Q4 2013Q4 20159
Tradewinds Capital Management, LLC 990.00%0.00%0.00%Q4 2013Q4 20159
FMR LLC 990.00%0.00%0.00%Q4 2013Q4 20159
BUCKINGHAM STRATEGIC WEALTH, LLC 990.24%1.18%2.10%Q4 2013Q4 20159
Ironwood Wealth Management, LLC. 810.49%1.23%2.10%Q3 2017Q1 20209
Parkside Advisors LLC 993.36%3.47%3.58%Q4 2013Q4 20159
BRIGHTON JONES LLC 990.05%0.06%0.06%Q4 2013Q4 20159
Carroll Financial Associates, Inc. 530.00%0.00%0.00%Q2 2013Q4 20158
BOSTON PRIVATE BANK & TRUST CO 880.08%0.11%0.19%Q2 2013Q1 20158
STIFEL FINANCIAL CORP 880.04%0.04%0.06%Q1 2014Q4 20158
Country Club Trust Company, n.a. 880.07%0.15%0.26%Q1 2014Q4 20158
Curbstone Financial Management Corp 880.16%0.54%0.98%Q1 2014Q4 20158
CONFLUENCE INVESTMENT MANAGEMENT LLC 880.01%0.11%0.15%Q2 2013Q1 20158
Exchange Capital Management, Inc. 880.01%0.01%0.02%Q2 2013Q1 20158
Legacy Private Trust Co. 880.14%0.23%0.29%Q1 2014Q4 20158
Independent Portfolio Consultants, Inc. 880.35%0.45%0.66%Q1 2014Q4 20158
Syntal Capital Partners, LLC 880.26%0.46%0.76%Q1 2014Q4 20158
COLDSTREAM CAPITAL MANAGEMENT INC 880.07%0.08%0.10%Q2 2013Q1 20158
GREAT LAKES ADVISORS, LLC 880.05%0.09%0.12%Q1 2014Q4 20158
WEALTHCARE CAPITAL MANAGEMENT LLC 880.05%0.09%0.18%Q1 2014Q4 20158
Archford Capital Strategies, LLC 880.09%0.19%0.34%Q1 2014Q4 20158
MOTCO 880.00%0.01%0.02%Q2 2013Q1 20158
BAIRD ROBERT W & CO INC /WI/ 880.01%0.01%0.02%Q2 2013Q1 20158
INVESTMENT CENTERS OF AMERICA INC 770.05%0.14%0.19%Q2 2014Q4 20157
Ironsides Asset Advisors, LLC 770.85%0.89%0.92%Q2 2014Q4 20157
ALLIANCEBERNSTEIN L.P. 770.00%0.00%0.00%Q2 2014Q4 20157
RELIANCE TRUST CO OF DELAWARE 770.43%1.18%1.83%Q2 2013Q4 20147
Estate Counselors, LLC 770.24%0.30%0.45%Q2 2013Q4 20147
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.03%0.08%Q2 2013Q4 20147
Allen Investment Management, LLC 770.39%0.45%0.53%Q2 2014Q4 20157
SHAPIRO ROBERT N 770.00%0.00%0.00%Q2 2013Q4 20147
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 770.12%0.19%0.35%Q2 2014Q4 20157
EisnerAmper Wealth Management Corporate Benefits, LLC 320.35%0.41%0.49%Q4 2014Q4 20167
Advisors Preferred, LLC 610.21%0.83%1.63%Q4 2013Q4 20157
GRIMES & COMPANY, INC. 770.02%0.02%0.02%Q4 2018Q2 20207
COUNTRY TRUST BANK 770.02%0.03%0.03%Q2 2014Q4 20157
MANAGED ACCOUNT ADVISORS LLC 770.00%0.02%0.04%Q4 2013Q2 20157
Placemark Investments, Inc. 770.01%0.01%0.02%Q2 2013Q4 20147
BANK OF THE WEST 520.04%0.14%0.26%Q4 2013Q4 20157
Raymond James Financial Services Advisors, Inc. 410.01%0.03%0.06%Q2 2013Q4 20157
BOSTON ADVISORS LLC 770.01%0.01%0.01%Q2 2014Q4 20157
IFP Advisors, Inc 610.00%0.00%0.00%Q4 2015Q2 20217
FARMERS & MERCHANTS INVESTMENTS INC 770.03%0.03%0.04%Q2 2014Q4 20157
SUNTRUST BANKS INC 660.00%0.01%0.02%Q3 2014Q4 20156
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q3 2014Q4 20156
Polaris Wealth Advisory Group, LLC 660.53%0.95%2.01%Q3 2014Q4 20156
BLB&B Advisors, LLC 660.05%0.08%0.09%Q2 2014Q3 20156
SAGE FINANCIAL GROUP INC 510.19%0.37%0.65%Q4 2013Q3 20156
UBS ASSET MANAGEMENT AMERICAS INC 660.00%0.00%0.00%Q4 2013Q1 20156
BSW Wealth Partners 660.30%1.41%1.93%Q3 2014Q4 20156
Vantage Investment Advisors, LLC 420.00%0.82%1.73%Q4 2013Q3 20186
M&T BANK CORP 660.00%0.00%0.01%Q3 2014Q4 20156
Virtu KCG Holdings LLC 210.00%0.01%0.02%Q3 2013Q4 20156
Antonetti Capital Management LLC 660.71%0.84%1.02%Q2 2013Q3 20146
Chevy Chase Trust Holdings, LLC 660.01%0.02%0.05%Q3 2014Q4 20156
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2013Q4 20146
UBS AG 660.04%0.05%0.05%Q2 2013Q3 20146
NewSquare Capital LLC 320.02%0.02%0.03%Q2 2013Q4 20145
Bernicke Wealth Management, Ltd. 550.20%0.21%0.24%Q4 2014Q4 20155
Long Wharf Investors, Inc. 550.41%0.45%0.47%Q2 2013Q2 20145
CITY NATIONAL BANK 210.00%0.01%0.02%Q2 2013Q3 20155
MUFG Americas Holdings Corp 320.00%0.00%0.00%Q4 2010Q1 20155
Lenox Wealth Advisors, LLC 550.02%0.15%0.25%Q4 2014Q4 20155
CapWealth Advisors, LLC 550.00%0.00%0.01%Q2 2013Q2 20145
Strategic Financial Services, Inc, 550.06%0.10%0.12%Q2 2016Q2 20175
Parallax Volatility Advisers, L.P. 550.00%0.00%0.00%Q4 2014Q4 20155
First Allied Advisory Services, Inc. 550.03%0.08%0.11%Q4 2014Q4 20155
CIBC Private Wealth Group, LLC 550.00%0.00%0.00%Q1 2014Q1 20155
MATHER GROUP, LLC. 550.08%0.11%0.19%Q4 2014Q4 20155
SEI INVESTMENTS CO 550.00%0.00%0.00%Q4 2014Q4 20155
Winfield Associates, Inc. 550.25%0.26%0.27%Q2 2014Q2 20155
Accuvest Global Advisors 550.15%0.47%0.62%Q4 2014Q4 20155
UBS Group AG 550.05%0.05%0.06%Q4 2014Q4 20155
LVW Advisors, LLC 550.10%0.34%0.52%Q4 2014Q4 20155
Pinnacle Wealth Management Advisory Group, LLC 550.84%0.95%1.14%Q4 2014Q4 20155
DAVENPORT & Co LLC 550.01%0.01%0.01%Q4 2014Q4 20155
BlackRock Institutional Trust Company, N.A. 550.00%0.00%0.00%Q2 2013Q2 20145
SIGNET FINANCIAL MANAGEMENT, LLC 550.59%0.71%0.94%Q4 2014Q4 20155
Leisure Capital Management 553.19%3.61%3.92%Q4 2014Q4 20155
ASPIRIANT, LLC 410.03%0.31%0.65%Q3 2013Q4 20145
FDx Advisors, Inc. 550.01%0.02%0.02%Q1 2014Q1 20155
Glassman Wealth Services 550.16%0.19%0.25%Q4 2014Q4 20155
Confluence Wealth Management LLC 320.12%0.14%0.18%Q1 2014Q4 20155
KWMG, LLC 550.50%0.60%0.74%Q4 2014Q4 20155
WASHINGTON TRUST BANK 440.01%0.01%0.01%Q1 2015Q4 20154
Strategic Capital Group LLC 440.02%0.02%0.04%Q2 2013Q1 20144
CITY HOLDING CO 440.01%0.01%0.01%Q1 2015Q4 20154
ALTFEST L J & CO INC 310.08%0.27%0.79%Q4 2016Q4 20174
FINANCIAL CONSULATE, INC 444.70%5.53%6.65%Q4 2014Q3 20154
ProVise Management Group, LLC 220.04%0.21%0.53%Q2 2014Q4 20154
STEEL GROVE CAPITAL ADVISORS, LLC 310.22%1.33%3.24%Q1 2014Q1 20154
ALPHA WINDWARD LLC 310.01%0.09%0.16%Q4 2014Q4 20154
AMG National Trust Bank 440.04%0.16%0.25%Q1 2015Q4 20154
COMERICA BANK 220.00%0.02%0.03%Q2 2013Q4 20154
Sightline Wealth Advisors, LLC 210.60%0.66%0.75%Q1 2021Q3 20224
FIFTH THIRD BANCORP 310.00%0.00%0.01%Q1 2014Q4 20154
Financial Architects, Inc 310.00%0.01%0.01%Q3 2013Q2 20154
VALLEY NATIONAL ADVISERS INC 440.01%0.01%0.02%Q1 2015Q4 20154
KMS FINANCIAL SERVICES, INC 440.06%0.09%0.12%Q2 2013Q1 20144
Janney Capital Management LLC 440.22%0.37%0.72%Q1 2015Q4 20154
Integrated Wealth Management 440.43%0.46%0.49%Q1 2015Q4 20154
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 440.00%0.00%0.00%Q1 2015Q4 20154
Community Financial Services Group, LLC 440.02%0.02%0.02%Q4 2014Q3 20154
Stratos Wealth Partners, LTD. 440.32%0.44%0.56%Q1 2015Q4 20154
Gupta Wealth Management LLC 440.04%0.05%0.08%Q1 2015Q4 20154
NORTHERN TRUST CORP 440.00%0.00%0.00%Q3 2013Q2 20144
NEXT Financial Group, Inc 310.00%0.07%0.13%Q3 2014Q4 20154
Baird Financial Group, Inc. 330.00%0.00%0.00%Q2 2015Q4 20153
Paracle Advisors, LLC 330.17%0.18%0.20%Q3 2014Q1 20153
Cordasco Financial Network 330.78%0.96%1.17%Q4 2013Q2 20143
Salient Capital Advisors, LLC 330.02%0.02%0.03%Q2 2013Q4 20133
PATHSTONE FAMILY OFFICE, LLC 330.01%0.01%0.02%Q2 2013Q4 20133
Buckingham Capital Management, Inc. 330.10%0.14%0.17%Q2 2015Q4 20153
ARGENT TRUST COMPANY, N.A. 330.14%0.18%0.20%Q3 2014Q1 20153
NEW ENGLAND ASSET MANAGEMENT INC 330.00%0.00%0.00%Q2 2013Q4 20133
Compass Efficient Model Portfolios, LLC 330.02%0.34%0.83%Q2 2013Q4 20133
Capital Analysts, LLC 330.05%0.05%0.05%Q2 2015Q4 20153
BREMER TRUST NATIONAL ASSOCIATION 330.07%0.13%0.16%Q2 2015Q4 20153
Partnervest Advisory Services LLC 330.02%0.02%0.02%Q4 2013Q2 20143
Ironwood Financial, llc 331.12%1.23%1.35%Q1 2015Q3 20153
Kades & Cheifetz LLC 334.99%5.08%5.13%Q4 2022Q2 20233
Ameritas Investment Partners, Inc. 210.00%0.00%0.00%Q4 2014Q4 20153
Tortoise Investment Management, LLC 330.03%0.05%0.08%Q4 2014Q2 20153
Dorsey & Whitney Trust CO LLC 330.44%0.49%0.53%Q2 2013Q4 20133
STANCORP INVESTMENT ADVISERS INC 220.02%0.02%0.02%Q4 2014Q1 20152
TWO SIGMA SECURITIES, LLC 220.35%0.41%0.47%Q2 2015Q3 20152
Bluefin Trading, LLC 110.03%0.21%0.39%Q3 2013Q1 20142
Raab & Moskowitz Asset Management LLC 220.13%0.14%0.14%Q3 2015Q4 20152
VALLEY NATIONAL BANCORP 220.01%0.01%0.01%Q3 2014Q4 20142
WMS Partners, LLC 220.15%0.16%0.16%Q2 2013Q3 20132
Cetera Advisors LLC 220.02%0.03%0.03%Q1 2015Q2 20152
Plancorp, LLC 224.49%4.61%4.73%Q1 2014Q2 20142
DUBUQUE BANK & TRUST CO 220.00%0.01%0.02%Q3 2015Q4 20152
Ancora Advisors LLC 220.02%0.02%0.03%Q3 2015Q4 20152
Citadel Advisors 220.00%0.00%0.00%Q1 2015Q2 20152
Goelzer Investment Management, Inc. 220.07%0.07%0.07%Q2 2015Q3 20152
SUSQUEHANNA INTERNATIONAL GROUP, LLP 220.00%0.00%0.00%Q1 2014Q2 20142
Shoker Investment Counsel, Inc. 220.33%0.33%0.33%Q4 2013Q1 20142
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 220.01%0.01%0.01%Q4 2015Q1 20162
Foothills Asset Management, Ltd. 220.88%0.96%1.04%Q3 2015Q4 20152
Spruce Investment Advisors LLC 220.14%8.49%16.84%Q4 2013Q1 20142
BRINKER CAPITAL INC 220.11%1.12%2.14%Q3 2015Q4 20152
JANE STREET GROUP, LLC 110.02%0.02%0.02%Q2 2014Q3 20152
Lloyds Banking Group plc 220.00%0.00%0.00%Q2 2013Q3 20132
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q3 2015Q4 20152
Eagle Ridge Investment Management 220.89%0.92%0.96%Q3 2015Q4 20152
Laird Norton Wetherby Wealth Management, LLC 220.14%0.14%0.15%Q3 2013Q4 20132
Portland Global Advisors LLC 220.73%0.91%1.08%Q2 2014Q3 20142
Bray Capital Advisors 220.03%0.03%0.04%Q2 2015Q3 20152
STOCK YARDS BANK & TRUST CO 110.04%0.06%0.08%Q2 2013Q4 20142
Parkside Financial Bank & Trust 220.24%0.26%0.29%Q3 2015Q4 20152
NORTHWESTERN MUTUAL LIFE INSURANCE CO 220.51%0.62%0.72%Q2 2013Q3 20132
STIFEL NICOLAUS & CO INC \MO\ 220.09%0.09%0.09%Q2 2013Q3 20132
1834 INVESTMENT ADVISORS CO 220.18%0.19%0.20%Q3 2015Q4 20152
Argentus Capital Management, LLC 110.06%0.14%0.22%Q2 2013Q3 20152
Avior Wealth Management, LLC 220.03%0.03%0.03%Q3 2015Q4 20152
MML INVESTORS SERVICES, LLC 220.21%0.23%0.25%Q2 2015Q3 20152
TIAA CREF TRUST CO FSB/MO 110.00%0.00%0.01%Q2 2013Q4 20152
Karp Capital Management Corp 220.00%0.00%0.00%Q4 2014Q1 20152
Altavista Wealth Management, Inc. 220.32%0.34%0.35%Q2 2015Q3 20152
ACG Wealth 110.06%0.06%0.06%Q3 2015Q3 20151
INVESTMENT PARTNERS, LTD. 110.06%0.06%0.06%Q1 2015Q1 20151
Advisory Services Network, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Mariner Wealth Advisors-NYC, LLC 110.03%0.03%0.03%Q1 2015Q1 20151
MASSMUTUAL TRUST CO FSB/ADV 110.01%0.01%0.01%Q2 2014Q2 20141
CWM, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
FineMark National Bank & Trust 110.02%0.02%0.02%Q2 2013Q2 20131
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
PEOPLES BANK /OH 110.45%0.45%0.45%Q4 2015Q4 20151
RiverGlades Family Offices LLC 115.80%5.80%5.80%Q4 2017Q4 20171
Jane Street Holding, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
EXENCIAL WEALTH ADVISORS, LLC 110.05%0.05%0.05%Q1 2013Q1 20131
Compagnie Lombard Odier SCmA 110.03%0.03%0.03%Q4 2015Q4 20151
Jefferies Group LLC 110.00%0.00%0.00%Q4 2013Q4 20131
STEPHENS INC /AR/ 110.02%0.02%0.02%Q4 2015Q4 20151
Alliance Wealth Management Group 111.70%1.70%1.70%Q4 2015Q4 20151
CAPRIN ASSET MANAGEMENT LLC /ADV 1111.55%11.55%11.55%Q4 2015Q4 20151
BFSG, LLC 110.44%0.44%0.44%Q1 2017Q1 20171
FIRST FOUNDATION ADVISORS 110.06%0.06%0.06%Q4 2015Q4 20151
Arete Wealth Advisors, LLC 110.25%0.25%0.25%Q3 2014Q3 20141
Oakworth Capital, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
ACCURATE INVESTMENT SOLUTIONS, INC. 110.01%0.01%0.01%Q4 2015Q4 20151
BEACON INVESTMENT ADVISORY SERVICES, INC. 110.04%0.04%0.04%Q4 2015Q4 20151
Moisand Fitzgerald Tamayo, LLC 110.05%0.05%0.05%Q4 2015Q4 20151
Mariner, LLC 110.07%0.07%0.07%Q4 2018Q4 20181
Chesley Taft & Associates LLC 110.17%0.17%0.17%Q4 2015Q4 20151
StrategIQ Financial Group, LLC 110.83%0.83%0.83%Q4 2015Q4 20151
Whitnell & Co. 110.05%0.05%0.05%Q2 2013Q2 20131
Manchester Capital Management LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Asset Dedication, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Rotella Capital Management, Inc. 111.60%1.60%1.60%Q4 2013Q4 20131
Sandy Spring Bank 110.00%0.00%0.00%Q2 2015Q2 20151
Sheaff Brock Investment Advisors, LLC 110.07%0.07%0.07%Q4 2015Q4 20151
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
FinTrust Investment Advisory Services, LLC 111.48%1.48%1.48%Q2 2013Q2 20131
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
JNBA Financial Advisors 110.01%0.01%0.01%Q3 2018Q3 20181
Crosspoint Capital Strategies, LLC 110.09%0.09%0.09%Q4 2015Q4 20151
Gratus Capital, LLC 112.35%2.35%2.35%Q3 2015Q3 20151
Glenview Trust Co 110.03%0.03%0.03%Q4 2015Q4 20151
Lombard Odier Transatlantic Ltd 110.79%0.79%0.79%Q4 2015Q4 20151
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
UMB Bank, n.a. 110.02%0.02%0.02%Q4 2015Q4 20151
WealthTrust Fairport, LLC 110.04%0.04%0.04%Q4 2015Q4 20151
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q4 2014Q4 20141
Wealthspire Advisors, L.P. 110.09%0.09%0.09%Q4 2015Q4 20151
Grove Bank & Trust 110.01%0.01%0.01%Q4 2015Q4 20151
GENWORTH FINANCIAL INC 110.60%0.60%0.60%Q2 2013Q2 20131
First Allied Asset Management, Inc. 110.12%0.12%0.12%Q1 2015Q1 20151
PARK AVENUE SECURITIES LLC 110.11%0.11%0.11%Q4 2015Q4 20151
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
1492 Capital Management LLC 110.25%0.25%0.25%Q1 2016Q1 20161
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 110.34%0.34%0.34%Q1 2015Q1 20151
Allworth Financial LP 110.41%0.41%0.41%Q4 2015Q4 20151
External links

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