SPDR SERIES TRUST shareholder history

Current and past SPDR SERIES TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.02%0.05%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.00%0.00%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.04%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
STATE STREET CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 41410.00%0.01%0.22%Q2 2013Q2 202341
AMERIPRISE FINANCIAL INC 30110.00%0.00%0.00%Q2 2013Q3 202341
ROCKY MOUNTAIN ADVISERS, LLC 40400.01%0.05%0.15%Q4 2013Q3 202340
Gradient Investments LLC 22170.00%0.00%0.00%Q2 2013Q1 202339
INTERACTIVE FINANCIAL ADVISORS, INC. 39390.01%0.03%0.07%Q2 2013Q4 202239
CITIGROUP INC 3360.00%0.00%0.01%Q2 2013Q3 202339
Addison Capital Co 3360.20%0.45%0.78%Q4 2013Q3 202339
Family Firm, Inc. 36361.22%1.62%2.06%Q4 2014Q3 202336
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
BANK OF MONTREAL /CAN/ 3410.00%0.00%0.00%Q2 2013Q4 202236
Cambria Investment Management, L.P. 36360.00%0.39%0.87%Q4 2014Q3 202336
Transamerica Financial Advisors, Inc. 2310.00%0.22%0.70%Q2 2013Q3 202336
Creative Planning 2780.00%0.00%0.01%Q2 2013Q1 202235
ASSETMARK, INC 34340.00%0.04%0.42%Q3 2013Q4 202134
Pure Financial Advisors, LLC 18160.02%1.98%8.19%Q2 2013Q2 202234
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q2 2013Q3 202333
GUGGENHEIM CAPITAL LLC 1960.00%0.00%0.01%Q2 2013Q3 202333
QS Investors, LLC 33330.00%0.42%1.39%Q2 2013Q2 202133
Versant Capital Management, Inc 33330.00%0.01%0.01%Q4 2015Q4 202333
PANAGORA ASSET MANAGEMENT INC 32320.01%0.06%0.13%Q2 2013Q1 202132
Avior Wealth Management, LLC 31310.00%0.01%0.04%Q1 2016Q3 202331
Valmark Advisers, Inc. 19120.00%0.38%2.38%Q2 2013Q2 202231
ETRADE Capital Management LLC 30300.01%0.02%0.07%Q2 2013Q3 202030
Klingman & Associates, LLC 30300.02%0.09%0.27%Q4 2014Q1 202230
Raymond James Financial Services Advisors, Inc. 1510.00%0.03%0.14%Q2 2013Q3 202330
Parkside Advisors LLC 30300.09%0.15%0.19%Q1 2014Q2 202130
JANE STREET GROUP, LLC 610.00%0.02%0.09%Q1 2014Q3 202329
LBJ Family Wealth Advisors, Ltd. 29295.08%6.63%8.35%Q4 2016Q4 202329
GenTrust, LLC 28280.53%1.09%1.92%Q4 2016Q3 202328
IFP Advisors, Inc 14140.00%0.00%0.02%Q4 2015Q4 202228
US BANCORP \DE\ 1510.00%0.00%0.00%Q2 2013Q2 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
WEATHERLY ASSET MANAGEMENT L. P. 27270.03%0.16%0.29%Q4 2015Q2 202227
HUSSMAN STRATEGIC ADVISORS, INC. 27270.01%0.26%1.02%Q2 2013Q4 201927
Stellar Capital Management, LLC 15111.28%2.30%4.50%Q4 2013Q2 202026
RAYMOND JAMES & ASSOCIATES 1410.00%0.00%0.00%Q1 2016Q3 202326
Millburn Ridgefield Corp 2010.00%0.00%0.01%Q4 2016Q3 202326
Geneos Wealth Management Inc. 2510.00%0.01%0.12%Q1 2016Q3 202226
Forefront Analytics, LLC 24242.52%3.35%4.42%Q4 2017Q3 202324
Advisors Asset Management, Inc. 23230.00%0.01%0.01%Q1 2018Q3 202323
CENTAURUS FINANCIAL, INC. 23230.02%0.04%0.05%Q1 2018Q3 202323
STIFEL FINANCIAL CORP 1310.00%0.00%0.01%Q3 2014Q1 202323
GABLES CAPITAL MANAGEMENT INC. 22220.00%0.00%0.00%Q2 2018Q3 202322
Private Advisor Group, LLC 810.00%0.00%0.01%Q3 2014Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Advisory Services Network, LLC 1310.00%0.01%0.03%Q4 2015Q1 202321
Citadel Advisors 410.00%0.00%0.00%Q1 2014Q3 202320
CALTON & ASSOCIATES, INC. 1910.02%0.17%0.36%Q4 2017Q2 202320
GOLDMAN SACHS GROUP INC 410.00%0.00%0.00%Q3 2013Q3 202320
American Portfolios Advisors 20200.04%0.05%0.09%Q4 2017Q3 202220
NEXT Financial Group, Inc 710.00%0.00%0.03%Q3 2014Q4 202120
Advisory Alpha, LLC 1720.00%1.10%3.84%Q4 2013Q3 201819
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
NewSquare Capital LLC 610.00%0.58%1.89%Q2 2013Q3 202319
MOTCO 19190.00%0.01%0.02%Q2 2014Q4 201819
JPMORGAN CHASE & CO 1110.00%0.00%0.00%Q2 2013Q3 202318
Evercore Wealth Management, LLC 1260.00%0.01%0.02%Q2 2013Q4 201718
Brouwer & Janachowski, LLC 18180.08%0.47%1.20%Q4 2013Q1 201818
Fernwood Investment Management, LLC 17170.16%0.27%0.40%Q4 2013Q4 201717
Brinker Capital Investments, LLC 17170.09%0.15%0.20%Q2 2013Q2 201717
MYCIO WEALTH PARTNERS, LLC 1430.00%0.00%0.01%Q2 2013Q4 201917
MD Financial Management Inc. 17170.44%1.02%2.18%Q4 2017Q4 202117
Mount Lucas Management LP 510.00%0.17%0.31%Q3 2016Q2 202317
Global Retirement Partners, LLC 1070.00%0.01%0.02%Q2 2019Q3 202317
D.A. DAVIDSON & CO. 17170.00%0.00%0.00%Q2 2013Q2 201717
FIRST MANHATTAN CO. LLC. 16160.00%0.00%0.00%Q2 2013Q1 201716
Lattice Strategies LLC 1060.15%0.23%0.46%Q2 2013Q3 201816
Kistler-Tiffany Companies, LLC 16160.01%0.02%0.02%Q2 2013Q1 201716
Patten Group, Inc. 1510.00%0.00%0.00%Q4 2014Q4 201816
Coastline Trust Co 1120.02%0.78%1.64%Q2 2013Q4 202116
Advisor Group, Inc. 15150.00%0.01%0.04%Q2 2016Q4 201915
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 15150.01%0.01%0.01%Q4 2013Q2 201715
RPg Family Wealth Advisory, LLC 1050.04%0.52%1.70%Q4 2019Q3 202315
FormulaFolio Investments, LLC 15150.02%0.13%1.05%Q4 2017Q2 202115
SCOTIA CAPITAL INC. 640.00%0.01%0.02%Q4 2014Q3 202315
Parallel Advisors, LLC 830.00%0.00%0.02%Q2 2017Q2 202315
MSI Financial Services Inc 15150.00%0.02%0.03%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Kalos Management, Inc. 15150.28%0.51%0.79%Q4 2015Q2 201915
Disciplined Investments, LLC 14140.05%0.22%0.36%Q4 2019Q1 202314
Global Financial Private Capital, Inc 14140.01%0.09%0.15%Q1 2017Q2 202014
Sowell Financial Services LLC 1040.00%0.04%0.10%Q3 2019Q2 202314
Bluefin Trading, LLC 610.02%0.17%0.66%Q2 2013Q4 201714
FMR LLC 610.00%0.00%0.00%Q4 2016Q2 202314
Capital Analysts, LLC 950.00%0.00%0.00%Q4 2012Q3 202314
BLAIR WILLIAM & CO/IL 1310.00%0.00%0.00%Q1 2018Q3 202314
Perigon Wealth Management, LLC 860.00%0.07%0.22%Q4 2013Q3 201714
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 14140.52%1.31%2.57%Q2 2013Q3 201614
WFG Advisors, LP 14140.00%0.02%0.07%Q2 2013Q3 201614
AXA S.A. 14140.00%0.00%0.00%Q4 2013Q1 201714
Ellis Investment Partners, LLC 14140.03%0.05%0.06%Q2 2019Q3 202214
TRUST CO OF VERMONT 14140.00%0.00%0.00%Q2 2013Q3 201614
Cordasco Financial Network 13130.02%0.14%0.28%Q4 2013Q4 201613
Chevy Chase Trust Holdings, LLC 13130.00%0.00%0.01%Q3 2013Q3 201613
Old Port Advisors 1210.08%0.18%0.24%Q2 2018Q3 202113
BREWIN DOLPHIN LTD 13130.00%0.00%0.00%Q3 2017Q3 202013
Counsel Portfolio Services Inc. 13130.42%0.95%1.89%Q2 2013Q2 201613
Veritable, L.P. 1210.00%0.03%0.06%Q4 2013Q2 202313
HoyleCohen, LLC 13130.40%0.63%0.96%Q3 2020Q3 202313
Virtu KCG Holdings LLC 520.01%0.03%0.11%Q3 2013Q2 201713
Janney Montgomery Scott LLC 760.00%0.01%0.03%Q3 2018Q4 202113
BlackRock Inc. 13130.00%0.00%0.00%Q4 2015Q4 201813
Summit Global Investments 1110.02%0.07%0.26%Q1 2019Q3 202312
Boston Standard Wealth Management, LLC 12120.14%0.74%1.23%Q4 2014Q3 201712
Bay Harbor Wealth Management, LLC 12120.00%0.04%0.18%Q4 2018Q3 202112
FARMERS & MERCHANTS INVESTMENTS INC 12120.00%0.01%0.02%Q2 2013Q1 201612
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Patriot Financial Group Insurance Agency, LLC 12120.00%0.00%0.01%Q3 2019Q2 202212
COMMONWEALTH EQUITY SERVICES, LLC 12120.00%0.00%0.00%Q3 2020Q2 202312
Baldwin Investment Management, LLC 11110.19%0.22%0.26%Q2 2013Q4 201511
FLOW TRADERS U.S. LLC 510.01%0.06%0.12%Q4 2018Q3 202311
Pflug Koory, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
HOWE & RUSLING INC 11110.00%0.00%0.00%Q1 2014Q3 201611
Gateway Advisory, LLC 11110.18%1.93%2.50%Q2 2013Q4 201511
QUANTUM CAPITAL MANAGEMENT 650.01%0.04%0.11%Q2 2013Q3 202011
Aspire Private Capital, LLC 11110.00%0.12%0.39%Q4 2018Q2 202111
Personal Capital Advisors Corp 11110.48%0.62%0.84%Q4 2013Q2 201611
4Thought Financial Group Inc. 11110.24%0.29%0.34%Q1 2021Q3 202311
Baird Financial Group, Inc. 430.00%0.00%0.01%Q1 2018Q3 202311
Commonwealth Equity Services, Inc 10100.00%0.01%0.01%Q2 2013Q3 201510
Center for Financial Planning, Inc. 10100.01%0.01%0.02%Q4 2019Q1 202210
Windhaven Investment Management, Inc. 10100.00%0.01%0.01%Q2 2013Q3 201510
FIRSTMERIT BANK N A TRUSTEE 10100.02%0.05%0.25%Q2 2013Q3 201510
Lake Point Wealth Management 520.00%0.01%0.09%Q4 2018Q2 202210
NewEdge Advisors, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
Wealthcare Advisory Partners LLC 10100.00%0.02%0.05%Q4 2017Q1 202010
INVESTMENT CENTERS OF AMERICA INC 990.03%0.30%1.11%Q2 2013Q2 20159
WHITTIER TRUST CO OF NEVADA INC 990.00%0.00%0.01%Q2 2013Q2 20159
I.G. INVESTMENT MANAGEMENT, LTD. 990.00%0.02%0.06%Q3 2014Q3 20169
Sensible Financial Planning & Management, LLC. 990.02%0.12%0.51%Q3 2014Q3 20169
RFG Advisory, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Vigilant Capital Management, LLC 880.02%1.30%2.22%Q2 2013Q1 20158
Empirical Asset Management, LLC 880.42%0.66%0.89%Q4 2021Q3 20238
M&T BANK CORP 440.00%0.00%0.00%Q3 2014Q1 20178
Continuum Advisory, LLC 880.22%0.32%0.44%Q4 2018Q3 20208
Horrell Capital Management, Inc. 880.06%0.08%0.09%Q2 2013Q1 20158
Windham Capital Management, LLC 530.18%1.49%3.60%Q2 2013Q3 20238
BEACON TRUST CO 880.03%0.04%0.05%Q2 2013Q1 20158
Spearhead Capital Advisors, LLC 620.17%0.24%0.31%Q1 2020Q2 20228
FIRST TRUST ADVISORS LP 320.00%0.00%0.00%Q1 2018Q2 20238
Rockefeller Capital Management L.P. 880.00%0.00%0.00%Q1 2021Q4 20228
Solstein Capital, LLC 880.01%0.02%0.06%Q1 2021Q4 20228
HUNTINGTON NATIONAL BANK 710.00%0.00%0.00%Q3 2010Q4 20188
First Horizon Advisors, Inc. 620.00%0.00%0.01%Q3 2021Q3 20238
SEI INVESTMENTS CO 210.00%0.00%0.00%Q2 2015Q2 20188
ELEMENT POINTE ADVISORS, LLC 880.12%0.17%0.20%Q4 2018Q3 20208
WESPAC Advisors, LLC 880.60%1.00%1.64%Q1 2017Q4 20188
Upper Left Wealth Management, LLC 882.81%4.35%4.87%Q4 2021Q3 20238
CREDIT SUISSE AG/ 410.00%0.00%0.00%Q1 2013Q3 20228
Brick & Kyle, Associates 880.03%0.03%0.03%Q4 2014Q3 20168
Baldrige Asset Management LLC 880.02%0.02%0.02%Q2 2021Q1 20238
FIRST QUADRANT LLC/CA 610.11%1.09%6.74%Q4 2019Q1 20227
CABOT WEALTH MANAGEMENT INC 770.12%0.50%0.71%Q2 2013Q4 20147
CWM, LLC 610.00%0.02%0.05%Q3 2017Q3 20237
Estate Counselors, LLC 771.21%1.80%2.61%Q2 2013Q4 20147
BOSTON PRIVATE BANK & TRUST CO 770.13%0.15%0.16%Q2 2013Q4 20147
Garde Capital, Inc. 610.46%1.13%1.67%Q2 2014Q3 20167
Prospera Financial Services Inc 310.00%0.25%0.32%Q1 2021Q2 20237
Annex Advisory Services, LLC 770.03%0.07%0.11%Q4 2020Q2 20227
BENNICAS & ASSOCIATES, INC. 770.44%0.52%0.56%Q3 2020Q1 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.03%Q2 2013Q4 20147
Allworth Financial LP 610.00%0.00%0.00%Q2 2019Q3 20237
COMERICA BANK 610.00%0.05%0.06%Q2 2013Q3 20237
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210.00%0.00%0.00%Q2 2013Q2 20237
First Allied Advisory Services, Inc. 310.00%0.03%0.09%Q2 2013Q3 20197
Bank of New York Mellon Corp 520.00%0.00%0.00%Q2 2013Q2 20177
Retirement Planning Group, LLC 770.06%0.08%0.15%Q2 2013Q4 20147
BHF Kleinwort Benson Group S.A. 770.00%0.00%0.00%Q2 2013Q4 20147
Realta Investment Advisors 320.00%0.00%0.00%Q1 2019Q3 20237
Freedom Investment Management, Inc. 310.06%0.09%0.12%Q1 2013Q1 20187
Carroll Financial Associates, Inc. 610.00%0.00%0.00%Q3 2013Q4 20217
Cabot-Wellington, LLC 774.76%5.19%5.94%Q2 2013Q4 20147
SIMON QUICK ADVISORS, LLC 660.05%0.11%0.16%Q2 2022Q3 20236
NATIONAL PLANNING CORP 310.01%0.26%1.00%Q2 2013Q1 20176
FRANKLIN RESOURCES INC 660.00%0.00%0.00%Q3 2021Q4 20226
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2013Q4 20146
COMMUNITY BANK SYSTEM, INC. 660.01%0.01%0.01%Q2 2013Q3 20146
State of New Jersey Common Pension Fund D 660.05%0.05%0.06%Q2 2014Q3 20156
AlphaCentric Advisors LLC 510.02%0.03%0.04%Q3 2020Q2 20236
Orinda Asset Management LLC 660.08%0.11%0.15%Q2 2013Q3 20146
Allen Investment Management, LLC 660.21%0.54%1.08%Q2 2013Q3 20146
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
TD Ameritrade Trust Co 661.10%1.24%1.68%Q2 2013Q3 20146
Key FInancial Inc 660.00%0.00%0.00%Q2 2022Q3 20236
DUBUQUE BANK & TRUST CO 660.00%0.00%0.01%Q2 2013Q3 20146
Fusion Investment Group, LLC 420.00%0.13%0.42%Q4 2013Q3 20156
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Kestra Advisory Services, LLC 510.00%0.00%0.00%Q3 2021Q3 20236
Almanack Investment Partners, LLC. 660.04%0.06%0.10%Q1 2021Q2 20226
MANUFACTURERS LIFE INSURANCE COMPANY, THE 310.00%0.00%0.00%Q4 2016Q3 20235
B. Riley Wealth Management, Inc. 550.00%0.00%0.00%Q1 2014Q1 20155
ARKANSAS FINANCIAL GROUP, INC. 550.04%0.05%0.06%Q2 2022Q2 20235
Gupta Wealth Management LLC 550.43%0.67%1.01%Q1 2015Q1 20165
Placemark Investments, Inc. 550.01%0.02%0.02%Q4 2013Q4 20145
Sandy Spring Bank 410.00%0.00%0.01%Q2 2013Q1 20155
WRAPMANAGER INC 550.75%0.82%0.89%Q4 2015Q4 20165
Brookstone Capital Management 320.00%0.01%0.01%Q2 2015Q4 20215
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 550.31%0.38%0.52%Q3 2013Q3 20145
Verition Fund Management LLC 410.04%0.38%1.43%Q3 2013Q4 20145
SCHRODER INVESTMENT MANAGEMENT GROUP 550.00%0.00%0.00%Q3 2014Q3 20155
CREATIVE FINANCIAL DESIGNS INC /ADV 550.01%0.02%0.02%Q4 2016Q4 20175
Kernodle & Katon Asset Management Group, LLC 550.00%0.08%0.11%Q4 2015Q4 20165
VALLEY NATIONAL BANCORP 551.42%1.77%1.93%Q4 2013Q4 20145
Western Wealth Management, LLC 210.09%0.19%0.37%Q1 2019Q2 20215
TWO SIGMA SECURITIES, LLC 210.05%0.17%0.29%Q4 2014Q1 20175
CAMBRIDGE TRUST CO 550.00%0.00%0.00%Q1 2022Q1 20235
BlackRock Institutional Trust Company, N.A. 550.00%0.00%0.00%Q2 2013Q2 20145
Rehmann Capital Advisory Group 320.01%0.01%0.01%Q1 2018Q2 20195
SeaBridge Investment Advisors LLC 550.00%0.00%0.00%Q3 2014Q3 20155
Risk Paradigm Group, LLC 410.07%1.09%2.65%Q2 2015Q4 20165
AE Wealth Management LLC 410.01%0.02%0.05%Q1 2018Q1 20205
OLD NATIONAL BANCORP /IN/ 550.04%0.05%0.08%Q3 2022Q3 20235
Renaissance Technologies 550.00%0.00%0.00%Q1 2018Q1 20195
NOTTINGHAM ADVISORS, INC. 440.05%0.06%0.08%Q4 2014Q3 20154
ALLIANCEBERNSTEIN L.P. 440.00%0.00%0.00%Q2 2014Q1 20154
Savior LLC 220.00%0.01%0.02%Q3 2020Q3 20224
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Bartlett & Co. LLC 310.00%0.00%0.01%Q2 2013Q3 20184
WASHINGTON TRUST BANK 210.00%0.01%0.01%Q2 2016Q1 20184
Ancora Advisors LLC 440.00%0.00%0.00%Q3 2021Q2 20224
Gateway Wealth Partners, LLC 440.41%0.47%0.56%Q4 2022Q3 20234
McIlrath & Eck, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
MACKENZIE FINANCIAL CORP 210.00%0.01%0.03%Q1 2018Q1 20214
Capital Asset Advisory Services LLC 440.00%0.02%0.02%Q4 2019Q3 20204
MISSION WEALTH MANAGEMENT, LP 310.04%0.08%0.10%Q2 2015Q1 20184
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.12%0.15%0.18%Q4 2022Q3 20234
Shearwater Capital LLC 310.20%0.23%0.24%Q4 2021Q4 20224
Syntal Capital Partners, LLC 440.09%0.11%0.12%Q1 2014Q4 20144
Virtu Financial LLC 440.01%0.05%0.12%Q3 2017Q2 20184
Community Bank, N.A. 440.01%0.01%0.01%Q4 2014Q3 20154
Cambridge Investment Research Advisors, Inc. 210.00%0.01%0.01%Q2 2013Q2 20214
Sterling Financial Planning, Inc. 440.05%0.06%0.07%Q4 2020Q3 20214
KARLINSKI ANDREW C 440.00%0.00%0.00%Q4 2021Q3 20224
Sterling Manor Financial, LLC 441.54%2.00%2.79%Q1 2022Q4 20224
Mirae Asset Global Investments Co., Ltd. 440.01%0.01%0.01%Q1 2017Q4 20174
Members Trust Co 210.01%0.02%0.02%Q2 2016Q1 20173
M Holdings Securities, Inc. 210.17%0.26%0.34%Q4 2013Q3 20143
Archer Investment Corp 330.00%0.00%0.00%Q4 2018Q2 20193
Global Wealth Management Investment Advisory, Inc. 330.00%0.00%0.01%Q4 2018Q2 20193
East Coast Asset Management, LLC. 330.06%0.07%0.08%Q4 2012Q2 20133
AVIANCE CAPITAL MANAGEMENT, LLC 110.00%0.01%0.02%Q3 2016Q4 20183
NATIXIS ADVISORS, L.P. 330.00%0.00%0.00%Q4 2013Q2 20143
Legacy Private Trust Co. 210.03%0.23%0.58%Q2 2014Q1 20163
Regal Investment Advisors LLC 210.01%0.03%0.05%Q2 2013Q1 20143
Integrated Wealth Management 330.02%0.04%0.08%Q1 2015Q3 20153
Gemmer Asset Management LLC 330.01%0.02%0.04%Q1 2014Q3 20143
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
TRUIST FINANCIAL CORP 330.00%0.00%0.00%Q1 2021Q3 20213
Sugarloaf Wealth Management, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Partnervest Advisory Services LLC 330.00%0.00%0.00%Q4 2013Q2 20143
Jackson Creek Investment Advisors LLC 330.22%0.22%0.24%Q1 2022Q3 20223
Concert Wealth Management Inc. 210.01%0.02%0.03%Q2 2014Q3 20163
HARBOUR INVESTMENTS, INC. 210.00%0.00%0.00%Q2 2022Q1 20233
Pinkerton Retirement Specialists, LLC 330.01%0.01%0.01%Q2 2016Q4 20163
ATHERTON LANE ADVISERS, LLC 330.01%0.02%0.02%Q2 2014Q4 20143
Covestor Ltd 330.02%0.02%0.02%Q1 2022Q3 20223
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
Snowden Capital Advisors LLC 210.00%0.00%0.00%Q2 2019Q4 20213
MML INVESTORS SERVICES, LLC 210.00%0.01%0.01%Q1 2018Q2 20193
Fort Point Capital Partners LLC 330.23%0.39%0.56%Q4 2013Q2 20143
IFC Holdings Incorporated/FL 330.12%0.37%0.63%Q2 2013Q4 20133
Jane Street Holding, LLC 330.14%0.15%0.15%Q2 2013Q4 20133
SII INVESTMENTS INC/WI 110.06%0.21%0.36%Q2 2013Q4 20132
Financial Gravity Asset Management, Inc. 110.00%0.04%0.09%Q1 2018Q4 20192
Windsor Capital Management, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Tower Research Capital LLC (TRC) 220.00%0.00%0.00%Q4 2022Q1 20232
G&S Capital LLC 220.03%0.03%0.04%Q1 2018Q2 20182
SIGNATUREFD, LLC 220.01%0.01%0.02%Q1 2015Q2 20152
CARDIFF PARK ADVISORS, LLC 220.02%0.02%0.03%Q2 2022Q3 20222
WealthBridge Capital Management, LLC 220.08%0.09%0.10%Q4 2018Q1 20192
Cable Hill Partners, LLC 220.01%0.01%0.02%Q4 2018Q1 20192
INTEGRATED WEALTH COUNSEL, LLC 220.03%0.29%0.55%Q2 2013Q3 20132
HCR Wealth Advisors 220.00%0.00%0.01%Q4 2019Q1 20202
Smart Portfolios, LLC 110.36%0.97%1.58%Q4 2014Q2 20162
Idaho Trust Bank 220.67%0.69%0.71%Q2 2023Q3 20232
Ground Swell Capital, LLC 220.01%0.19%0.37%Q2 2014Q3 20142
FIFTH THIRD BANCORP 220.00%0.00%0.00%Q2 2014Q3 20142
Elite Wealth Management, Inc. 2225.05%25.05%25.05%Q3 2012Q4 20122
Rotella Capital Management, Inc. 220.84%0.86%0.88%Q3 2013Q4 20132
PFG Investments, LLC 220.07%0.08%0.09%Q1 2023Q2 20232
Crosspoint Capital Strategies, LLC 110.03%0.04%0.06%Q1 2015Q3 20152
Tradition Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
IndexIQ Advisors LLC 110.02%0.03%0.04%Q1 2016Q3 20162
Crabel Capital Management, LLC 220.67%0.77%0.87%Q4 2017Q1 20182
Nilsine Partners, LLC 220.29%0.31%0.33%Q1 2023Q2 20232
STANCORP INVESTMENT ADVISERS INC 220.03%0.03%0.04%Q4 2014Q1 20152
OPTIMUM INVESTMENT ADVISORS 220.01%0.01%0.01%Q3 2013Q4 20132
Covenant Multifamily Offices, LLC 220.02%0.05%0.08%Q2 2015Q3 20152
TORONTO DOMINION BANK 220.00%0.00%0.00%Q1 2018Q2 20182
Advisors Preferred, LLC 110.01%0.01%0.02%Q1 2016Q1 20192
MILLENNIUM MANAGEMENT LLC 220.00%0.00%0.00%Q3 2018Q4 20182
Sonora Investment Management, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Beaumont Financial Partners, LLC 110.04%0.11%0.18%Q2 2013Q1 20192
EFG Asset Management (Americas) Corp. 220.16%0.17%0.18%Q4 2014Q1 20152
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 220.01%0.02%0.02%Q4 2020Q1 20212
Catalyst Capital Advisors LLC 220.00%0.00%0.00%Q1 2018Q2 20182
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q4 20142
Investment Advisory Group, LLC 220.14%0.14%0.15%Q2 2023Q3 20232
Manifold Partners, LLC 110.15%2.75%5.35%Q2 2013Q3 20162
PARAMETRIC PORTFOLIO ASSOCIATES LLC 220.02%0.02%0.02%Q2 2013Q3 20132
Semmax Financial Advisors Inc. 220.00%0.01%0.01%Q4 2018Q1 20192
COURIER CAPITAL LLC 110.06%0.06%0.06%Q2 2013Q2 20131
Genesee Capital Advisors, LLC 110.66%0.66%0.66%Q3 2021Q3 20211
Fortitude Advisory Group L.L.C. 110.02%0.02%0.02%Q1 2022Q1 20221
Edmond de Rothschild (Europe) 110.07%0.07%0.07%Q2 2015Q2 20151
Strategic Blueprint, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q2 20131
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Anchor Investment Management, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Synergy Asset Management, LLC 112.45%2.45%2.45%Q1 2023Q1 20231
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
American Financial Network Advisory Services LLC 110.97%0.97%0.97%Q1 2018Q1 20181
Cetera Advisors LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Destination Wealth Management 110.00%0.00%0.00%Q1 2019Q1 20191
Lowe Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
State of New Jersey Common Pension Fund B 1168.69%68.69%68.69%Q1 2014Q1 20141
Monterey Private Wealth, Inc. 110.25%0.25%0.25%Q4 2019Q4 20191
RETIREMENT CAPITAL STRATEGIES 110.61%0.61%0.61%Q2 2023Q2 20231
Ceros Financial Services Inc. 110.01%0.01%0.01%Q1 2019Q1 20191
Simplicity Solutions, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
J.W. COLE ADVISORS, INC. 110.02%0.02%0.02%Q2 2022Q2 20221
Private Advisory Group LLC 110.22%0.22%0.22%Q1 2018Q1 20181
CAZENOVE CAPITAL MANAGEMENT LTD 110.02%0.02%0.02%Q2 2013Q2 20131
ICONIQ Capital, LLC 110.14%0.14%0.14%Q1 2013Q1 20131
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2017Q3 20171
TURNER INVESTMENTS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Glassman Wealth Services 110.00%0.00%0.00%Q1 2020Q1 20201
First Heartland Consultants, Inc. 110.00%0.00%0.00%Q2 2013Q2 20131
LINCOLN NATIONAL CORP 110.02%0.02%0.02%Q1 2018Q1 20181
SECURITY NATIONAL BANK OF SO DAK 110.81%0.81%0.81%Q2 2013Q2 20131
Asset Dedication, LLC 110.05%0.05%0.05%Q2 2016Q2 20161
Virtue Capital Management, LLC 110.30%0.30%0.30%Q4 2017Q4 20171
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
BRIGHTON JONES LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Royal Fund Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Private Ocean, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
VERUS CAPITAL PARTNERS, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
AlphaStar Capital Management, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Samalin Investment Counsel, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
Arlington Capital Management, Inc. 115.38%5.38%5.38%Q1 2018Q1 20181
GENWORTH FINANCIAL INC 110.56%0.56%0.56%Q2 2013Q2 20131
Onyx Bridge Wealth Group LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Blenheim Capital Management, L.L.C. 110.30%0.30%0.30%Q4 2013Q4 20131
OPPENHEIMER & CO INC 110.01%0.01%0.01%Q4 2013Q4 20131
Mosaic Family Wealth, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
Camarda Financial Advisors, LLC 110.04%0.04%0.04%Q2 2013Q2 20131
Financial Gravity Companies, Inc. 110.09%0.09%0.09%Q1 2018Q1 20181
Perella Weinberg Partners Capital Management LP 110.28%0.28%0.28%Q2 2019Q2 20191
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q1 2015Q1 20151
Sequoia Financial Advisors, LLC 110.20%0.20%0.20%Q4 2013Q4 20131
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q1 2013Q1 20131
Slow Capital, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
KMS FINANCIAL SERVICES, INC 110.06%0.06%0.06%Q2 2013Q2 20131
SELDON CAPITAL LP 110.39%0.39%0.39%Q4 2021Q4 20211
SG Americas Securities, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
StoneX Group Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q4 2023Q4 20231
MILESTONE ASSET MANAGEMENT, LLC 112.90%2.90%2.90%Q1 2023Q1 20231
Ironwood Financial, llc 110.00%0.00%0.00%Q3 2015Q3 20151
MCIA Inc 110.00%0.00%0.00%Q3 2017Q3 20171
EDMOND DE ROTHSCHILD HOLDING S.A. 110.01%0.01%0.01%Q2 2015Q2 20151
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Hanlon Investment Management, Inc. 113.99%3.99%3.99%Q1 2016Q1 20161
EPG Wealth Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
GFS Advisors, LLC 110.02%0.02%0.02%Q1 2016Q1 20161
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2014Q3 20141
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Atria Investments, Inc 110.02%0.02%0.02%Q4 2017Q4 20171
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
HighTower Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q2 2013Q2 20131
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q4 2017Q4 20171
Highland Private Wealth Management 110.22%0.22%0.22%Q1 2018Q1 20181
Aveo Capital Partners, LLC 110.29%0.29%0.29%Q4 2016Q4 20161
STIFEL NICOLAUS & CO INC \MO\ 110.03%0.03%0.03%Q2 2013Q2 20131
BALDWIN BROTHERS LLC/MA 110.01%0.01%0.01%Q1 2016Q1 20161
External links

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