SPDR SERIES TRUST shareholder history

Current and past SPDR SERIES TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
HUNTINGTON NATIONAL BANK 2010.00%0.01%0.10%Q1 2009Q3 202356
Rehmann Capital Advisory Group 4020.03%1.00%12.33%Q4 2008Q3 202253
First Horizon Advisors, Inc. 2160.01%0.08%1.26%Q1 2012Q3 202345
LPL Financial LLC 42420.00%0.21%0.93%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.01%0.05%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.14%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.05%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.02%0.10%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.03%0.16%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.06%Q2 2013Q3 202342
LEUTHOLD GROUP, LLC 42420.67%2.81%5.95%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.02%0.07%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.11%0.60%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.56%3.19%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.01%0.03%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 42420.06%0.33%0.97%Q2 2013Q3 202342
Creative Planning 3380.00%0.03%0.07%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
ASSETMARK, INC 41410.01%0.27%1.69%Q3 2013Q3 202341
US BANCORP \DE\ 3740.00%0.02%0.07%Q2 2013Q3 202341
Pure Financial Advisors, LLC 22180.03%1.40%3.80%Q2 2013Q4 202340
Checchi Capital Advisers, LLC 40402.17%4.43%10.59%Q4 2013Q3 202340
STIFEL FINANCIAL CORP 39390.00%0.01%0.03%Q1 2014Q3 202339
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 28110.00%0.01%0.04%Q2 2013Q3 202339
Beacon Capital Management, Inc. 3090.00%0.03%0.26%Q4 2013Q3 202339
INTERACTIVE FINANCIAL ADVISORS, INC. 39390.04%1.61%5.61%Q2 2013Q4 202239
Cambridge Investment Research Advisors, Inc. 3630.00%0.12%0.70%Q2 2013Q3 202339
Parkside Advisors LLC 38380.09%0.20%0.28%Q1 2014Q2 202338
MANUFACTURERS LIFE INSURANCE COMPANY, THE 25130.00%0.01%0.04%Q2 2013Q3 202338
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.00%Q2 2013Q3 201937
FIRST TRUST ADVISORS LP 37370.00%0.01%0.06%Q2 2013Q2 202237
FMR LLC 1910.00%0.00%0.01%Q2 2013Q3 202336
Veritable, L.P. 36360.00%0.01%0.04%Q4 2012Q3 202136
UBS Group AG 36360.00%0.01%0.13%Q4 2014Q3 202336
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1310.00%0.08%0.48%Q2 2013Q3 202335
MML INVESTORS SERVICES, LLC 2670.01%0.27%1.63%Q2 2015Q3 202333
CULLEN/FROST BANKERS, INC. 18150.00%0.04%0.30%Q2 2013Q3 202233
North Star Investment Management Corp. 21120.00%0.01%0.03%Q1 2014Q2 202233
Private Advisor Group, LLC 3010.00%0.08%0.35%Q4 2013Q3 202333
QS Investors, LLC 33330.02%0.28%1.09%Q2 2013Q2 202133
CWM, LLC 2480.00%0.04%0.68%Q3 2015Q3 202332
Avior Wealth Management, LLC 32320.00%0.02%0.06%Q4 2015Q3 202332
MUFG Americas Holdings Corp 2750.00%0.00%0.00%Q4 2013Q3 202232
Raymond James Financial Services Advisors, Inc. 3010.00%0.02%0.12%Q2 2013Q3 202231
IFP Advisors, Inc 17140.00%0.04%0.16%Q4 2015Q3 202331
TRUIST FINANCIAL CORP 2910.00%0.01%0.02%Q3 2013Q4 202230
Snowden Capital Advisors LLC 2280.02%0.16%0.40%Q1 2016Q3 202330
BLAIR WILLIAM & CO/IL 30300.00%0.00%0.00%Q2 2016Q3 202330
Transamerica Financial Advisors, Inc. 2310.00%0.08%1.35%Q2 2013Q3 202330
ETRADE Capital Management LLC 30300.06%0.19%0.52%Q2 2013Q3 202030
BlackRock Inc. 30300.00%0.00%0.00%Q4 2015Q1 202330
Sigma Planning Corp 29290.01%0.04%0.39%Q4 2014Q4 202129
First Allied Advisory Services, Inc. 29290.01%0.07%0.32%Q3 2013Q3 202029
JONES FINANCIAL COMPANIES LLLP 29290.00%0.00%0.00%Q3 2016Q3 202329
COMERICA BANK 2010.00%0.01%0.06%Q2 2013Q3 202328
NEXT Financial Group, Inc 1410.00%0.01%0.12%Q2 2014Q4 202128
Cetera Advisor Networks LLC 1110.00%0.10%1.00%Q3 2013Q3 202328
Steward Partners Investment Advisory, LLC 28280.00%0.01%0.05%Q4 2016Q3 202328
Frontier Wealth Management LLC 1890.00%0.53%2.45%Q4 2014Q2 202227
BANK OF THE WEST 27270.03%0.15%0.38%Q4 2015Q2 202227
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.03%0.08%Q2 2013Q4 201927
Sargent Bickham Lagudis LLC 27270.00%0.16%0.71%Q1 2016Q3 202227
HOWE & RUSLING INC 1410.00%0.01%0.05%Q2 2013Q3 202127
PRUDENTIAL FINANCIAL INC 26260.00%0.00%0.01%Q2 2017Q3 202326
HM PAYSON & CO 1970.01%0.01%0.01%Q1 2017Q3 202326
LifePlan Financial Group, Inc 15110.04%0.86%5.02%Q2 2013Q3 202026
FormulaFolio Investments, LLC 2320.03%0.62%2.34%Q1 2015Q2 202125
GOLDMAN SACHS GROUP INC 1140.00%0.00%0.01%Q1 2012Q3 201825
Voya Financial Advisors, Inc. 25250.01%1.25%3.98%Q1 2015Q1 202125
MONROE BANK & TRUST/MI 25251.21%2.23%2.66%Q2 2013Q2 201925
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.07%Q4 2017Q3 202324
Cetera Investment Advisers 1220.01%0.04%0.13%Q4 2015Q3 202324
Advisory Services Network, LLC 1310.00%0.00%0.00%Q2 2015Q1 202324
SeaCrest Wealth Management, LLC 24240.04%0.08%0.15%Q4 2017Q3 202324
Freedom Investment Management, Inc. 2110.04%1.23%3.22%Q1 2013Q3 202024
Windham Capital Management, LLC 2220.13%3.71%11.33%Q2 2013Q1 202024
People's United Financial, Inc. 24240.00%1.37%2.74%Q2 2016Q1 202224
Mirae Asset Global Investments Co., Ltd. 1010.00%0.07%1.02%Q1 2011Q2 202023
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1210.00%0.17%0.66%Q1 2014Q3 202023
MACKENZIE FINANCIAL CORP 23230.01%0.01%0.06%Q1 2018Q3 202323
JANE STREET GROUP, LLC 510.00%0.02%0.11%Q1 2015Q3 202323
UBS ASSET MANAGEMENT AMERICAS INC 2210.00%0.03%0.07%Q2 2013Q3 202223
Geneos Wealth Management Inc. 23230.00%0.07%0.27%Q1 2016Q3 202123
NORTHERN TRUST CORP 2110.00%0.00%0.00%Q2 2013Q2 202222
Capital Analysts, LLC 2110.00%1.14%2.43%Q4 2012Q3 201922
HANCOCK WHITNEY CORP 1820.01%0.04%0.10%Q4 2015Q3 202322
HUSSMAN STRATEGIC ADVISORS, INC. 21210.01%0.17%1.20%Q4 2014Q4 201921
Arete Wealth Advisors, LLC 2010.00%0.08%0.13%Q2 2017Q3 202321
Pinnacle Bancorp, Inc. 2010.00%0.01%0.03%Q1 2017Q3 202321
JAMES INVESTMENT RESEARCH INC 21210.00%0.00%0.00%Q2 2013Q2 201821
Front Row Advisors LLC 1560.00%0.01%0.02%Q4 2017Q3 202321
Advisory Alpha, LLC 2010.00%1.39%4.17%Q4 2013Q1 201921
Peak Financial Management, Inc. 21212.14%2.35%2.74%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.11%Q3 2018Q3 202321
BEACON FINANCIAL GROUP 20200.04%0.06%0.08%Q4 2018Q3 202320
STEPHENS INC /AR/ 1730.00%0.03%0.10%Q2 2013Q2 202220
Bank of New York Mellon Corp 20200.00%0.00%0.00%Q2 2013Q1 201820
PANAGORA ASSET MANAGEMENT INC 20200.02%0.15%0.27%Q2 2013Q1 201820
BENJAMIN F. EDWARDS & COMPANY, INC. 1550.00%0.01%0.11%Q1 2018Q2 202320
American Portfolios Advisors 20200.00%0.05%0.11%Q4 2017Q3 202220
Morningstar Investment Services LLC 10100.00%0.08%0.50%Q1 2016Q1 202120
BNP PARIBAS FINANCIAL MARKETS 20200.00%0.00%0.00%Q4 2015Q3 202020
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
FDx Advisors, Inc. 19190.01%0.62%1.52%Q4 2013Q2 201819
Legacy Private Trust Co. 710.02%0.27%1.40%Q4 2013Q1 202219
TSFG, LLC 19190.03%0.14%0.39%Q1 2019Q3 202319
First National Bank of South Miami 19190.04%0.12%0.20%Q4 2018Q2 202319
M&T BANK CORP 1010.00%0.00%0.01%Q3 2013Q2 202319
IFC Holdings Incorporated/FL 19190.02%0.06%0.10%Q2 2013Q4 201719
Money Design Co.,Ltd. 1810.04%0.77%1.61%Q3 2018Q3 202319
CAPTRUST FINANCIAL ADVISORS 1220.00%0.01%0.02%Q3 2017Q3 202219
Pinnacle Advisory Group, Inc. 19190.02%0.09%0.13%Q3 2016Q1 202119
Ancora Advisors LLC 1610.00%0.00%0.00%Q4 2016Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.03%0.11%Q2 2013Q3 201718
Cetera Advisors LLC 810.00%0.04%0.10%Q2 2013Q3 202318
Renaissance Technologies 820.00%0.00%0.01%Q1 2018Q3 202318
DEUTSCHE BANK AG\ 1160.00%0.00%0.00%Q3 2013Q3 202017
Archford Capital Strategies, LLC 1340.00%0.00%0.01%Q1 2014Q4 201817
Pacifica Partners Inc. 17170.00%0.00%0.02%Q4 2019Q4 202317
MD Financial Management Inc. 17170.46%1.89%3.65%Q4 2017Q4 202117
Citadel Advisors 410.00%0.00%0.00%Q3 2015Q3 202317
Tradewinds Capital Management, LLC 17170.00%0.29%4.27%Q1 2018Q1 202217
Opes Wealth Management LLC 17170.18%1.26%2.42%Q1 2019Q1 202317
Global Retirement Partners, LLC 1430.00%0.04%0.08%Q4 2016Q3 202317
AMARILLO NATIONAL BANK 1330.11%0.19%0.26%Q2 2013Q2 201716
CLIENT 1ST ADVISORY GROUP, LLC 16160.16%0.28%0.65%Q4 2019Q3 202316
Institute for Wealth Management, LLC. 1120.15%1.31%3.69%Q2 2013Q3 201816
MSI Financial Services Inc 15150.01%0.01%0.03%Q2 2013Q4 201615
Financial Engines Advisors L.L.C. 810.00%0.02%0.18%Q4 2017Q3 202315
Advisor Group, Inc. 15150.01%0.04%0.15%Q2 2016Q4 201915
Clearstead Advisors, LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
BLACKROCK ADVISORS LLC 15150.00%0.00%0.01%Q2 2013Q4 201615
SEI INVESTMENTS CO 1310.00%0.00%0.01%Q4 2014Q4 201915
MILES CAPITAL, INC. 15150.19%1.17%2.02%Q2 2013Q4 201615
Perella Weinberg Partners Capital Management LP 1410.04%8.46%15.87%Q2 2019Q3 202315
PARAMETRIC PORTFOLIO ASSOCIATES LLC 820.00%0.00%0.00%Q2 2013Q3 201715
Texas Yale Capital Corp. 15150.03%0.04%0.07%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
FARMERS & MERCHANTS INVESTMENTS INC 1410.00%0.00%0.01%Q2 2013Q3 202115
Blueprint Investment Partners LLC 1140.21%0.88%2.02%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
REGIONS FINANCIAL CORP 14140.00%0.02%0.04%Q1 2016Q2 201914
AE Wealth Management LLC 1110.00%0.02%0.04%Q2 2018Q2 202314
Gerstein Fisher 14140.92%4.43%7.11%Q2 2013Q3 201614
Johnson Financial Group, LLC 1010.07%1.27%8.17%Q4 2016Q3 202214
Mosaic Family Wealth, LLC 14140.02%0.04%0.10%Q4 2015Q1 201914
NATIONAL PLANNING CORP 810.01%0.12%0.44%Q2 2013Q3 201714
AMG National Trust Bank 14140.02%0.03%0.04%Q3 2019Q4 202214
Concert Wealth Management Inc. 14140.04%0.34%2.67%Q2 2014Q3 201714
HighTower Advisors, LLC 410.00%0.01%0.02%Q2 2013Q1 202214
Wealthspire Advisors, L.P. 14140.00%0.01%0.01%Q4 2015Q1 201914
WEALTHSOURCE PARTNERS, LLC 910.05%0.36%0.88%Q1 2016Q3 202214
MISSION WEALTH MANAGEMENT, LP 14140.05%0.10%0.14%Q1 2016Q2 201914
Kestra Advisory Services, LLC 13130.01%0.01%0.04%Q3 2020Q3 202313
VALENTINE VENTURES LLC 941.75%2.56%3.19%Q4 2014Q3 201913
ALPHASIMPLEX GROUP, LLC 13130.12%0.80%1.93%Q4 2017Q4 202013
Walkner Condon Financial Advisors LLC 13130.23%0.37%0.65%Q3 2020Q3 202313
Elmwood Wealth Management, Inc. 710.01%0.01%0.02%Q1 2018Q4 202113
Allworth Financial LP 1110.00%0.00%0.01%Q1 2015Q2 202213
BTS Asset Management, Inc. 760.00%0.39%2.06%Q2 2019Q3 202213
Counsel Portfolio Services Inc. 13130.45%3.62%5.47%Q2 2013Q2 201613
SevenBridge Financial Group, LLC 13130.00%0.00%0.00%Q2 2016Q2 201913
Baron Financial Group, LLC 13131.88%2.50%3.41%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.01%0.03%0.05%Q3 2020Q3 202313
Risk Paradigm Group, LLC 12120.03%1.10%7.43%Q2 2015Q1 201812
Legacy Wealth Asset Management, LLC 12120.22%0.28%0.33%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Garde Capital, Inc. 12120.10%0.31%0.48%Q2 2014Q1 201712
TECTONIC ADVISORS LLC 12120.44%0.62%0.73%Q4 2020Q3 202312
Ameritas Investment Partners, Inc. 12120.00%0.00%0.00%Q4 2016Q3 201912
MERCER GLOBAL ADVISORS INC /ADV 1110.00%0.00%0.01%Q1 2019Q3 202312
Windhaven Investment Management, Inc. 12120.00%0.02%0.03%Q2 2013Q1 201612
Capital Investment Advisory Services, LLC 12120.00%0.00%0.02%Q4 2018Q3 202112
ECLECTIC ASSOCIATES INC /ADV 12120.17%0.35%0.58%Q4 2020Q3 202312
Braver Wealth Management, LLC 930.03%1.08%2.18%Q2 2013Q3 201612
CT Financial Advisors LLC 1010.03%0.05%0.08%Q1 2014Q1 201711
Diligent Investors, LLC 11110.13%0.95%2.02%Q3 2016Q1 201911
AGF INVESTMENTS INC. 11110.02%0.03%0.04%Q2 2016Q4 201811
IBBOTSON ASSOCIATES INC 11111.12%2.20%3.64%Q2 2013Q4 201511
Mariner, LLC 610.00%0.07%0.60%Q2 2013Q3 202311
HL FINANCIAL SERVICES LLC 11110.01%0.02%0.03%Q2 2013Q4 201511
Bradley & Co. Private Wealth Management, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Winslow, Evans & Crocker, Inc. 410.00%0.00%0.01%Q2 2015Q4 202011
Invst, LLC 830.05%1.75%7.87%Q4 2017Q1 202111
Burleson & Company, LLC 11110.21%0.36%0.48%Q4 2017Q2 202011
Alaska Permanent Capital Management 11110.06%1.97%12.13%Q2 2013Q4 201511
CreativeOne Wealth, LLC 11110.04%1.35%2.46%Q1 2018Q3 202011
Beacon Financial Advisory LLC 11110.13%0.31%0.69%Q4 2019Q2 202211
Sigma Investment Management Co 11110.45%0.54%0.66%Q1 2013Q3 201511
MYCIO WEALTH PARTNERS, LLC 530.00%0.18%1.17%Q2 2013Q4 201911
STOCK YARDS BANK & TRUST CO 11110.03%0.06%0.12%Q2 2013Q4 201511
Legal & General Group Plc 740.00%0.00%0.00%Q3 2014Q2 201711
FIRST NATIONAL CORP /MA/ /ADV 11110.08%0.13%0.27%Q4 2018Q2 202111
Wealthcare Advisory Partners LLC 1010.01%0.01%0.03%Q4 2017Q1 202111
4Thought Financial Group Inc. 11110.21%0.24%0.27%Q1 2021Q3 202311
RAYMOND JAMES TRUST N.A. 1010.02%0.05%0.08%Q2 2013Q2 201611
Financial Architects, Inc 410.00%0.04%0.07%Q3 2013Q1 201910
Prospera Financial Services Inc 410.00%0.45%4.13%Q2 2013Q2 202210
Cambria Investment Management, L.P. 10100.13%0.40%0.55%Q4 2014Q1 201710
ASSOCIATED BANC-CORP 10100.03%0.04%0.04%Q3 2013Q4 201510
Leelyn Smith, LLC 10100.00%0.00%0.00%Q1 2020Q2 202210
TD Capital Management LLC 910.00%0.00%0.01%Q4 2016Q3 201910
Regal Investment Advisors LLC 10100.01%0.17%1.19%Q2 2013Q3 201510
QCI ASSET MANAGEMENT INC/NY 10100.00%0.01%0.02%Q3 2016Q4 201810
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
OPPENHEIMER & CO INC 820.01%0.20%0.35%Q2 2013Q3 202310
Ifrah Financial Services, Inc. 10101.09%1.19%1.37%Q2 2013Q3 201510
Rockefeller Capital Management L.P. 640.00%0.00%0.00%Q1 2020Q4 202210
Twele Capital Management, Inc. 10100.72%0.84%0.96%Q2 2013Q3 201510
Stratos Wealth Partners, LTD. 610.00%0.02%0.04%Q4 2014Q3 201810
Syverson Strege & Co 10100.00%0.00%0.00%Q4 2020Q1 202310
Vigilant Capital Management, LLC 910.00%0.19%0.45%Q2 2013Q1 202210
First Heartland Consultants, Inc. 550.09%0.21%0.37%Q2 2017Q1 202010
FLOW TRADERS U.S. LLC 310.01%0.06%0.18%Q1 2020Q3 202310
Gradient Investments LLC 410.00%0.00%0.00%Q2 2013Q3 202110
FIRST MERCHANTS CORP 10100.46%0.59%0.87%Q3 2019Q4 202110
SWS Partners 510.13%0.35%0.66%Q4 2017Q4 202010
SIGNATUREFD, LLC 510.00%0.00%0.00%Q2 2013Q3 202310
Brookstone Capital Management 710.00%0.08%0.34%Q2 2015Q4 202210
Mascoma Wealth Management LLC 910.00%0.00%0.01%Q1 2021Q3 202310
MANAGED ACCOUNT ADVISORS LLC 990.00%0.02%0.06%Q2 2013Q2 20159
Opes Advisors Inc 991.00%2.03%8.49%Q4 2016Q4 20189
Pinnacle Summer Investments, Inc. 810.01%0.01%0.02%Q2 2013Q3 20159
Independent Portfolio Consultants, Inc. 630.00%0.01%0.03%Q2 2014Q2 20179
Essex Savings Bank 630.01%0.12%0.19%Q4 2018Q3 20219
VICUS CAPITAL 610.11%0.14%0.20%Q1 2018Q2 20239
COLONY GROUP LLC 990.00%0.22%0.33%Q4 2013Q4 20159
BARCLAYS PLC 610.00%0.00%0.00%Q2 2013Q3 20219
JFG Wealth Management, LLC 610.08%0.31%1.58%Q4 2018Q3 20229
Newfound Research LLC 990.00%0.41%1.34%Q1 2018Q1 20209
361 CAPITAL LLC 990.10%0.16%0.29%Q2 2018Q2 20209
AllSquare Wealth Management LLC 990.00%0.01%0.01%Q4 2016Q4 20189
Charles Schwab Investment Advisory, Inc. 630.06%1.05%1.70%Q2 2013Q3 20199
FIRST FINANCIAL CORP /IN/ 990.01%0.20%0.35%Q2 2013Q2 20159
Polaris Wealth Advisory Group, LLC 310.00%0.22%0.69%Q4 2015Q4 20229
BREMER TRUST NATIONAL ASSOCIATION 990.09%0.16%0.21%Q4 2016Q4 20189
Blackhawk Capital Partners LLC. 310.27%2.11%6.27%Q4 2017Q1 20239
Lido Advisors, LLC 630.00%0.00%0.01%Q4 2020Q1 20239
TWO SIGMA SECURITIES, LLC 210.00%0.07%0.50%Q3 2015Q4 20229
Integrated Wealth Management 990.12%0.15%0.17%Q1 2015Q1 20179
Virtue Capital Management, LLC 990.06%0.19%0.36%Q4 2017Q4 20199
FCG ADVISORS, LLC 990.21%1.91%3.58%Q2 2013Q2 20159
Euro Pacific Asset Management, LLC 990.07%0.15%0.27%Q3 2021Q3 20239
Quent Capital, LLC 880.06%0.95%1.55%Q4 2021Q3 20238
Upper Left Wealth Management, LLC 880.30%1.75%4.23%Q4 2021Q3 20238
Bares Capital Management 880.07%0.09%0.13%Q1 2013Q4 20148
Capital Investment Advisors, LLC 880.02%0.03%0.03%Q4 2013Q3 20158
MPS Loria Financial Planners, LLC 880.25%0.31%0.48%Q2 2017Q1 20198
LINCOLN NATIONAL CORP 880.13%0.28%0.42%Q4 2013Q3 20158
Cutler Group LLC / CA 660.00%0.00%0.01%Q4 2015Q1 20178
GOULD ASSET MANAGEMENT LLC /CA/ 880.54%1.47%2.43%Q2 2013Q1 20158
Cassaday & Co Inc. 880.00%0.87%6.22%Q1 2015Q4 20168
TRUST CO OF VIRGINIA /VA 880.04%0.11%0.16%Q4 2013Q3 20158
SOA Wealth Advisors, LLC. 880.01%0.01%0.01%Q4 2020Q3 20228
CARDIFF PARK ADVISORS, LLC 880.05%0.06%0.07%Q4 2021Q3 20238
WRAPMANAGER INC 710.10%0.73%1.08%Q3 2012Q1 20188
AlphaStar Capital Management, LLC 610.08%1.54%10.83%Q2 2017Q1 20238
Covestor Ltd 880.12%0.14%0.17%Q4 2021Q3 20238
Vantage Investment Advisors, LLC 880.00%0.00%0.01%Q2 2015Q1 20178
Congress Wealth Management LLC / DE / 880.01%0.02%0.03%Q4 2021Q3 20238
Allegis Investment Advisors, LLC 710.00%1.12%2.25%Q4 2015Q4 20178
Bison Wealth, LLC 880.01%0.01%0.01%Q4 2019Q3 20218
Boston Standard Wealth Management, LLC 880.28%2.04%4.28%Q4 2014Q3 20168
Ken Stern & Associates, Inc. 530.15%0.31%0.67%Q4 2014Q4 20168
Patriot Financial Group Insurance Agency, LLC 880.00%0.06%0.12%Q4 2016Q3 20188
Strategic Wealth Partners, Ltd. 880.00%0.69%2.42%Q4 2017Q3 20198
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Brinker Capital Investments, LLC 410.00%0.00%0.01%Q2 2013Q3 20188
NATIXIS 880.00%0.01%0.01%Q4 2016Q3 20188
Sumitomo Mitsui Trust Holdings, Inc. 770.00%0.00%0.01%Q2 2013Q4 20147
Bluefin Trading, LLC 210.01%0.20%0.59%Q2 2013Q4 20177
CREATIVE FINANCIAL DESIGNS INC /ADV 510.00%0.01%0.04%Q4 2016Q4 20217
SRS Capital Advisors, Inc. 430.01%0.02%0.03%Q1 2020Q4 20217
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 770.01%0.87%2.19%Q4 2013Q2 20157
WBI INVESTMENTS, LLC 510.05%0.47%1.07%Q3 2015Q2 20187
Capital Asset Advisory Services LLC 770.00%0.00%0.00%Q1 2020Q3 20217
Integrated Wealth Concepts LLC 770.04%0.07%0.10%Q1 2018Q3 20197
Allianz Asset Management GmbH 310.00%0.01%0.04%Q2 2016Q1 20237
IHT Wealth Management, LLC 770.00%0.13%0.51%Q4 2016Q2 20187
RONALD BLUE & CO LLC 770.01%0.02%0.02%Q4 2015Q2 20177
Placemark Investments, Inc. 770.01%0.02%0.06%Q2 2013Q4 20147
Shamrock Asset Management LLC 770.40%0.64%0.96%Q1 2018Q3 20197
Virtu KCG Holdings LLC 210.01%0.16%0.78%Q3 2013Q2 20177
EXENCIAL WEALTH ADVISORS, LLC 770.13%0.15%0.17%Q1 2013Q3 20147
Realta Investment Advisors 320.00%0.01%0.01%Q1 2019Q3 20237
ADVANTAGE INVESTMENT MANAGEMENT, LLC 520.05%0.81%1.42%Q1 2016Q2 20187
Atria Wealth Solutions, Inc. 770.02%0.03%0.04%Q1 2022Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.05%0.08%0.15%Q1 2022Q3 20237
1832 Asset Management L.P. 770.03%0.05%0.06%Q1 2022Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.18%0.75%Q4 2020Q4 20227
TOMPKINS FINANCIAL CORP 770.00%0.00%0.00%Q2 2013Q4 20147
Perigon Wealth Management, LLC 510.00%0.21%0.40%Q3 2016Q4 20207
Baystate Wealth Management LLC 770.00%0.00%0.01%Q4 2020Q2 20227
WealthShield Partners, LLC 430.00%0.00%0.00%Q4 2017Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.02%0.02%Q2 2013Q4 20147
MARYLAND CAPITAL ADVISORS INC. 770.00%0.00%0.00%Q4 2021Q2 20237
CAPITAL ONE, NATIONAL ASSOCIATION 410.02%0.04%0.10%Q3 2013Q4 20197
Valeo Financial Advisors, LLC 430.00%0.00%0.01%Q3 2017Q1 20217
SENTINEL TRUST CO LBA 661.07%1.20%1.31%Q2 2013Q3 20146
Berger Financial Group, Inc 660.11%0.15%0.18%Q4 2020Q1 20226
ACCURATE INVESTMENT SOLUTIONS, INC. 510.47%2.05%3.70%Q1 2016Q2 20186
Tower Research Capital LLC (TRC) 510.00%0.00%0.00%Q3 2020Q3 20236
Tarbox Family Office, Inc. 660.04%0.05%0.06%Q2 2016Q3 20176
TWIN CAPITAL MANAGEMENT INC 660.34%0.40%0.47%Q2 2013Q3 20146
FIRST MANHATTAN CO. LLC. 420.00%0.00%0.00%Q2 2020Q2 20226
Qube Research & Technologies Ltd 410.00%0.06%0.18%Q1 2020Q2 20236
FRANKLIN RESOURCES INC 660.00%0.00%0.00%Q3 2021Q4 20226
OneDigital Investment Advisors LLC 420.00%0.02%0.04%Q1 2018Q3 20196
BESSEMER GROUP INC 410.00%0.00%0.00%Q2 2013Q3 20156
Vontobel Holding Ltd. 510.00%0.00%0.01%Q1 2021Q3 20236
Fusion Investment Group, LLC 420.05%0.21%0.36%Q4 2013Q3 20156
Invesco Ltd. 660.00%0.00%0.00%Q2 2013Q3 20146
Crabel Capital Management, LLC 660.24%0.73%1.22%Q4 2017Q1 20196
Empirical Asset Management, LLC 660.19%0.78%1.00%Q4 2021Q1 20236
Jackson Creek Investment Advisors LLC 660.17%0.25%0.29%Q3 2020Q4 20216
KEYBANK NATIONAL ASSOCIATION/OH 510.00%0.00%0.00%Q2 2019Q4 20206
Trek Financial, LLC 310.02%0.10%0.25%Q4 2018Q1 20236
ROCKLAND TRUST CO 410.06%0.12%0.25%Q4 2013Q3 20196
UBS AG 660.01%0.05%0.18%Q2 2013Q3 20146
RELIANCE TRUST CO OF DELAWARE 660.17%0.21%0.29%Q2 2013Q3 20146
MCF Advisors LLC 660.01%0.01%0.01%Q4 2011Q1 20136
BlackRock Institutional Trust Company, N.A. 550.00%0.00%0.00%Q2 2013Q2 20145
AdvisorNet Financial, Inc 550.00%0.00%0.00%Q4 2018Q4 20195
WealthPLAN Partners, LLC 210.00%0.01%0.04%Q4 2015Q2 20235
Solstein Capital, LLC 551.31%1.57%1.85%Q2 2018Q2 20195
COMERICA SECURITIES INC 310.03%0.07%0.12%Q4 2014Q4 20185
WASHINGTON TRUST BANK 550.01%0.01%0.01%Q3 2014Q3 20155
NewEdge Advisors, LLC 410.00%0.00%0.01%Q2 2017Q3 20235
Sowell Financial Services LLC 310.00%0.05%0.15%Q4 2016Q2 20215
Carroll Financial Associates, Inc. 320.00%0.00%0.00%Q3 2015Q2 20175
B. Riley Wealth Management, Inc. 550.00%0.00%0.00%Q1 2014Q1 20155
Simplicity Solutions, LLC 210.01%0.12%0.44%Q1 2016Q1 20235
SUNTRUST BANKS INC 210.00%0.00%0.00%Q4 2014Q4 20185
VALLEY NATIONAL BANCORP 550.90%0.99%1.24%Q4 2013Q4 20145
IndexIQ Advisors LLC 550.03%0.41%1.11%Q1 2021Q1 20225
CREDIT SUISSE AG/ 410.00%0.00%0.00%Q1 2013Q1 20185
Gupta Wealth Management LLC 550.03%0.03%0.03%Q1 2015Q1 20165
OLD MISSION CAPITAL LLC 310.01%0.03%0.07%Q2 2018Q3 20215
WEDBUSH SECURITIES INC 410.03%0.04%0.05%Q3 2016Q1 20185
THRIVENT FINANCIAL FOR LUTHERANS 410.00%0.00%0.00%Q3 2014Q2 20185
Royal Fund Management, LLC 310.00%0.29%0.75%Q3 2017Q1 20215
PIERSHALE FINANCIAL GROUP, INC. 210.01%6.66%18.42%Q3 2013Q4 20175
Argentus Capital Management, LLC 550.00%0.00%0.01%Q3 2015Q3 20165
Atria Investments, Inc 210.02%0.04%0.06%Q2 2016Q4 20205
Advisors Preferred, LLC 310.01%0.93%2.58%Q4 2013Q1 20165
Lattice Strategies LLC 320.12%0.33%0.91%Q2 2013Q2 20155
Hudock, Inc. 410.00%0.01%0.01%Q2 2013Q1 20215
Arcus Capital Partners, LLC 550.60%0.67%0.73%Q4 2016Q4 20175
Western Wealth Management, LLC 210.01%0.07%0.12%Q4 2018Q1 20225
Advisory Services & Investments, LLC 550.27%2.11%2.78%Q1 2021Q1 20225
Financial Gravity Asset Management, Inc. 410.00%0.19%0.94%Q1 2018Q4 20195
Belpointe Asset Management LLC 210.02%0.15%0.40%Q3 2018Q4 20205
FLAGSHIP HARBOR ADVISORS, LLC 320.01%0.13%0.32%Q2 2018Q3 20205
Pinnacle Family Advisors, LLC 551.47%2.19%4.64%Q2 2017Q2 20185
ProVise Management Group, LLC 410.06%0.10%0.14%Q4 2013Q1 20185
Barber Financial Group, Inc. 410.70%1.29%2.63%Q3 2017Q1 20215
CONNABLE OFFICE INC 550.07%0.11%0.26%Q2 2013Q2 20145
MATRIX PRIVATE CAPITAL GROUP LLC 410.00%0.01%0.01%Q4 2019Q3 20215
Larson Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Pinkerton Retirement Specialists, LLC 440.00%0.60%2.21%Q4 2017Q3 20184
Colonial Trust Co / SC 440.00%0.01%0.02%Q4 2022Q3 20234
Concord Wealth Partners 440.00%0.00%0.00%Q4 2022Q3 20234
Surevest, LLC 440.02%0.43%0.59%Q4 2021Q3 20224
Sunnymeath Asset Management, Inc. 310.00%0.00%0.00%Q4 2015Q4 20164
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 440.00%0.00%0.00%Q4 2022Q3 20234
Q3 Asset Management 211.53%2.24%3.54%Q1 2018Q1 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MKD WEALTH COACHES, LLC 442.23%2.45%2.70%Q1 2019Q4 20194
Orion Portfolio Solutions, LLC 310.00%0.00%0.00%Q4 2019Q1 20234
D.A. DAVIDSON & CO. 210.00%0.00%0.00%Q3 2015Q4 20204
Sebold Capital Management, Inc. 440.28%0.35%0.38%Q4 2022Q3 20234
Baltimore-Washington Financial Advisors, Inc. 310.02%0.02%0.02%Q1 2015Q1 20224
Rafferty Asset Management, LLC 440.26%0.32%0.41%Q2 2013Q1 20144
SYNOVUS FINANCIAL CORP 210.00%0.00%0.00%Q2 2013Q1 20204
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2021Q2 20224
Altiora Financial Group, LLC 440.19%0.20%0.22%Q4 2022Q3 20234
Estate Counselors, LLC 310.17%1.56%2.47%Q2 2013Q3 20144
Private Capital Group, LLC 110.02%0.03%0.04%Q4 2018Q4 20214
Life Planning Partners, Inc 440.00%0.00%0.01%Q4 2021Q3 20224
FutureAdvisor, Inc. 440.11%0.37%0.73%Q4 2014Q3 20154
Bank of Kentucky, Inc. 440.00%0.00%0.00%Q1 2014Q4 20144
FIL Ltd 440.02%0.02%0.02%Q4 2014Q3 20154
Kingsview Wealth Management, LLC 220.02%0.11%0.22%Q2 2018Q3 20234
Wakefield Asset Management LLLP 440.00%0.07%0.21%Q3 2018Q2 20194
Wall Capital Group, Inc. 440.01%0.01%0.01%Q1 2017Q4 20174
BREITER CAPITAL MANAGEMENT INC 310.78%0.91%1.00%Q4 2017Q1 20194
TUCKER ASSET MANAGEMENT LLC 440.00%0.00%0.00%Q4 2022Q3 20234
RWA WEALTH PARTNERS, LLC 440.08%0.53%1.22%Q3 2017Q2 20184
Quad-Cities Investment Group, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Parisi Gray Wealth Management 440.00%0.00%0.00%Q4 2017Q3 20184
Chessman Wealth Strategies RIA 440.27%10.36%16.36%Q4 2017Q3 20184
MASSMUTUAL TRUST CO FSB/ADV 220.00%0.00%0.01%Q2 2014Q1 20174
ADVISOR PARTNERS LLC 330.19%0.22%0.25%Q1 2017Q3 20173
BB&T SECURITIES, LLC 330.02%0.07%0.10%Q4 2017Q2 20183
MUNDER CAPITAL MANAGEMENT 330.00%0.00%0.00%Q2 2013Q4 20133
First Allied Asset Management, Inc. 330.18%0.24%0.28%Q1 2014Q3 20143
Ackerman Capital Advisors, LLC 331.84%1.88%1.95%Q1 2023Q3 20233
Partnervest Advisory Services LLC 330.10%0.10%0.11%Q4 2013Q2 20143
Alexandria Capital, LLC 330.00%0.00%0.00%Q3 2015Q1 20163
Sage Mountain Advisors LLC 330.00%0.01%0.01%Q2 2021Q4 20213
NVWM, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Global Financial Private Capital, Inc 330.01%0.02%0.03%Q4 2017Q2 20183
Compass Efficient Model Portfolios, LLC 330.34%1.80%3.97%Q2 2013Q4 20133
Patten Group, Inc. 210.01%0.01%0.01%Q4 2014Q3 20153
INNEALTA CAPITAL, LLC 330.17%1.43%3.93%Q2 2019Q4 20193
Burt Wealth Advisors 330.00%0.00%0.01%Q1 2016Q3 20163
Peak Capital Management LLC 330.00%0.00%0.00%Q1 2018Q3 20183
NewSquare Capital LLC 330.01%2.52%6.84%Q2 2016Q4 20163
Mutual Advisors, LLC 210.04%0.23%0.37%Q2 2018Q1 20213
Nan Shan Life Insurance Co., Ltd. 330.12%0.14%0.18%Q4 2016Q2 20173
Financial Gravity Companies, Inc. 210.00%0.91%1.43%Q4 2017Q4 20183
SIMON QUICK ADVISORS, LLC 330.00%0.00%0.00%Q1 2017Q3 20173
Capital Advisory Group Advisory Services, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q2 2017Q3 20223
Hedeker Wealth, LLC 330.35%1.01%2.23%Q1 2016Q3 20163
Austin Asset Management Co Inc 330.06%0.07%0.08%Q1 2023Q3 20233
Smith & Howard Wealth Management, LLC 330.00%0.00%0.00%Q2 2013Q4 20133
HSBC HOLDINGS PLC 330.01%0.01%0.01%Q1 2012Q3 20123
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 330.06%0.08%0.09%Q1 2016Q3 20163
HORIZON BANCORP INC /IN/ 330.00%0.00%0.01%Q4 2019Q2 20203
Coppell Advisory Solutions LLC 210.04%0.04%0.04%Q4 2022Q3 20233
Cape Investment Advisory, Inc. 330.00%0.01%0.02%Q1 2023Q3 20233
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2013Q3 20213
NextCapital Advisers, Inc. 330.08%0.62%0.93%Q1 2018Q3 20183
Crewe Advisors LLC 210.00%0.00%0.00%Q2 2019Q3 20233
Kovack Advisors, Inc. 330.06%0.08%0.12%Q4 2017Q2 20183
HBW ADVISORY SERVICES LLC 210.08%0.09%0.09%Q3 2020Q1 20233
TRUEWEALTH LLC 210.01%0.01%0.02%Q1 2018Q2 20203
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Hoover Financial Advisors, Inc. 330.00%0.00%0.01%Q2 2020Q4 20203
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Csenge Advisory Group 210.01%0.02%0.03%Q3 2018Q3 20223
Elite Wealth Management, Inc. 210.01%0.03%0.04%Q3 2012Q1 20143
CoreCap Advisors, LLC 110.00%0.04%0.11%Q4 2021Q4 20223
Ameritas Investment Company, LLC 110.00%0.00%0.01%Q4 2018Q1 20213
Freestone Capital Holdings, LLC 210.18%0.26%0.40%Q3 2016Q3 20173
Laird Norton Wetherby Wealth Management, LLC 210.00%0.00%0.00%Q2 2015Q4 20173
Bedel Financial Consulting, Inc. 330.01%0.01%0.01%Q1 2021Q3 20213
Acorn Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2017Q2 20183
PRUDENTIAL PLC 210.00%0.00%0.01%Q2 2019Q4 20203
Crosspoint Capital Strategies, LLC 210.00%0.01%0.03%Q1 2015Q4 20153
BTC Capital Management, Inc. 330.24%0.40%0.49%Q2 2015Q4 20153
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Virtu Financial LLC 210.04%0.46%0.82%Q3 2017Q2 20183
MCKINLEY CAPITAL MANAGEMENT LLC 330.00%0.00%0.00%Q3 2016Q1 20173
BerganKDV Wealth Management, LLC 110.00%0.00%0.01%Q2 2018Q1 20222
Parallel Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20232
Kistler-Tiffany Companies, LLC 110.00%0.04%0.07%Q1 2015Q2 20232
Pathway Financial Advisors LLC 220.01%0.02%0.04%Q4 2017Q1 20182
Jane Street Holding, LLC 220.06%0.08%0.10%Q2 2013Q3 20132
American Financial Network Advisory Services LLC 220.00%0.00%0.00%Q3 2017Q4 20172
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q4 2013Q4 20142
Clientfirst Wealth Management, LLC 220.18%0.18%0.19%Q4 2021Q1 20222
EPG Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Ferguson Shapiro LLC 222.43%2.66%2.88%Q3 2020Q4 20202
Jenkins Wealth 110.74%0.76%0.77%Q4 2021Q4 20222
CENTAURUS FINANCIAL, INC. 220.08%0.16%0.24%Q1 2018Q2 20182
AlphaCore Capital LLC 110.00%0.00%0.00%Q1 2020Q4 20222
NORTHWESTERN MUTUAL LIFE INSURANCE CO 221.99%2.09%2.19%Q2 2013Q3 20132
EFG Asset Management (Americas) Corp. 220.01%0.02%0.02%Q4 2013Q1 20142
McAdam, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
SNS Financial Group, LLC 220.08%0.16%0.23%Q1 2013Q2 20132
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 110.37%0.65%0.93%Q3 2013Q1 20152
RFG Advisory, LLC 110.06%0.20%0.35%Q2 2015Q3 20182
Holistic Financial Partners 220.03%0.03%0.03%Q4 2017Q1 20182
Diversified Trust Co 220.01%0.01%0.01%Q1 2023Q2 20232
TCI Wealth Advisors, Inc. 220.07%0.07%0.08%Q1 2019Q2 20192
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.03%0.05%Q2 2013Q3 20132
Fiduciary Alliance LLC 220.05%0.05%0.06%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
Icon Wealth Partners, LLC 110.00%0.01%0.02%Q4 2017Q2 20182
Maryland Capital Management 110.03%0.03%0.04%Q4 2013Q1 20192
Thomasville National Bank 110.03%0.15%0.27%Q2 2013Q1 20152
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2013Q2 20222
COMERICA SECURITIES,INC. 110.00%0.01%0.01%Q3 2019Q4 20222
Spartan Planning & Wealth Management 111.06%2.52%3.98%Q4 2022Q3 20232
Catamount Wealth Management 220.00%0.00%0.00%Q1 2015Q2 20152
Resource Planning Group 220.16%0.18%0.19%Q3 2018Q4 20182
Grove Bank & Trust 220.04%0.04%0.04%Q4 2015Q1 20162
Founders Financial Alliance, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Strategic Blueprint, LLC 110.00%0.00%0.00%Q3 2019Q2 20212
PARK AVENUE SECURITIES LLC 110.02%0.02%0.02%Q4 2021Q4 20222
Accuvest Global Advisors 110.42%0.78%1.15%Q2 2016Q1 20182
SG Americas Securities, LLC 110.00%0.00%0.00%Q1 2017Q1 20182
Alerus Investment Advisors Corp 220.00%0.00%0.00%Q2 2013Q3 20132
WFG Advisors, LP 110.00%0.02%0.04%Q4 2014Q2 20162
Auour Investments LLC 220.49%0.54%0.60%Q2 2023Q3 20232
NKCFO LLC 110.08%0.13%0.18%Q1 2020Q3 20202
M Holdings Securities, Inc. 110.23%0.25%0.27%Q4 2013Q2 20142
LEGG MASON, INC. 223.44%9.05%14.66%Q3 2017Q4 20172
Raab & Moskowitz Asset Management LLC 110.00%0.01%0.01%Q4 2014Q3 20182
TORONTO DOMINION BANK 110.00%0.00%0.00%Q3 2016Q1 20202
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2017Q1 20182
TRUST DEPARTMENT MB FINANCIAL BANK N A 220.00%0.00%0.00%Q2 2015Q3 20152
SHEPHERD KAPLAN KROCHUK, LLC 110.04%0.04%0.04%Q3 2013Q1 20142
Impact Partnership Wealth, LLC 220.00%0.15%0.30%Q2 2023Q3 20232
OGOREK ANTHONY JOSEPH /NY/ /ADV 220.09%4.38%8.66%Q1 2016Q2 20162
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.01%Q2 2014Q4 20142
Horizon Investments, LLC 220.30%0.35%0.40%Q1 2014Q2 20142
CABANA LLC 110.00%0.00%0.00%Q4 2019Q2 20202
CITY NATIONAL BANK 220.00%0.00%0.00%Q1 2015Q2 20152
CITY HOLDING CO 220.02%0.02%0.02%Q4 2013Q1 20142
AXXCESS WEALTH MANAGEMENT, LLC 220.06%0.06%0.06%Q4 2021Q1 20222
Savior LLC 220.02%0.02%0.03%Q2 2022Q3 20222
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 220.82%0.88%0.95%Q2 2018Q3 20182
LAZARD ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q4 2014Q1 20152
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
VOYA INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Wealth Quarterback LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Cornerstone Wealth Management, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
BAIRD ROBERT W & CO INC /WI/ 220.02%0.03%0.05%Q2 2013Q3 20132
HBK Sorce Advisory LLC 220.03%0.03%0.03%Q1 2018Q2 20182
Faithward Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
SUMMITRY LLC 220.02%0.02%0.02%Q2 2019Q3 20192
FIRST NATIONAL TRUST CO 220.02%0.02%0.03%Q4 2019Q1 20202
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Sequoia Financial Advisors, LLC 110.21%0.21%0.21%Q1 2015Q1 20151
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
FLAGSTAR ADVISORS INC 110.00%0.00%0.00%Q3 2022Q3 20221
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Financial Advocates Investment Management 110.06%0.06%0.06%Q3 2022Q3 20221
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Broadview Financial Management, LLC 110.19%0.19%0.19%Q1 2022Q1 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q1 2019Q1 20191
ROPES WEALTH ADVISORS LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Gemmer Asset Management LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Karp Capital Management Corp 110.03%0.03%0.03%Q4 2014Q4 20141
NEWGATE CAPITAL MANAGEMENT LLC 111.32%1.32%1.32%Q1 2016Q1 20161
Gateway Wealth Partners, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
Moors & Cabot, Inc. 110.02%0.02%0.02%Q2 2022Q2 20221
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.03%0.03%0.03%Q1 2018Q1 20181
INVESTMENT PARTNERS, LTD. 110.24%0.24%0.24%Q2 2016Q2 20161
Karpus Management, Inc. 110.39%0.39%0.39%Q2 2013Q2 20131
Oxler Private Wealth LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Bank Julius Baer & Co. Ltd, Zurich 110.00%0.00%0.00%Q2 2020Q2 20201
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
AVALON CAPITAL MANAGEMENT 117.66%7.66%7.66%Q4 2017Q4 20171
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Bell Investment Advisors, Inc 110.00%0.00%0.00%Q3 2021Q3 20211
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2015Q1 20151
MGO ONE SEVEN LLC 110.02%0.02%0.02%Q4 2018Q4 20181
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
BENJAMIN EDWARDS INC 110.00%0.00%0.00%Q1 2023Q1 20231
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Choate Investment Advisors 110.00%0.00%0.00%Q2 2014Q2 20141
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
Systelligence, LLC 111.53%1.53%1.53%Q4 2020Q4 20201
OXFORD ASSET MANAGEMENT LLP 110.01%0.01%0.01%Q3 2019Q3 20191
GeoWealth Management, LLC 110.72%0.72%0.72%Q3 2019Q3 20191
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.00%0.00%0.00%Q2 2013Q2 20131
Jefferies Group LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Glassy Mountain Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Neuberger Berman Group LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Cavalier Investments, LLC 110.38%0.38%0.38%Q2 2016Q2 20161
OLD MISSION CAPITAL, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q1 2015Q1 20151
ACUTE INVESTMENT ADVISORY, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
WealthOne, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
RE Dickinson Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Cerity Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Keel Point, LLC 110.23%0.23%0.23%Q4 2020Q4 20201
Biltmore Family Office, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Family Asset Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
I.G. INVESTMENT MANAGEMENT, LTD. 110.01%0.01%0.01%Q1 2016Q1 20161
Ascent Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
PRIVATE TRUST CO NA 110.01%0.01%0.01%Q4 2022Q4 20221
RPg Family Wealth Advisory, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
Sonora Investment Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Sterling Global Strategies LLC 110.86%0.86%0.86%Q4 2018Q4 20181
Newman Dignan & Sheerar, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
Verition Fund Management LLC 110.20%0.20%0.20%Q3 2013Q3 20131
Kavar Capital Partners, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Stratford Consulting, LLC 111.88%1.88%1.88%Q2 2013Q2 20131
Synergy Asset Management, LLC 112.43%2.43%2.43%Q1 2023Q1 20231
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Coppell Advisory Solutions Corp. 110.04%0.04%0.04%Q4 2022Q4 20221
Klingman & Associates, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Manifold Partners, LLC 110.09%0.09%0.09%Q2 2013Q2 20131
Henrickson Nauta Wealth Advisors, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Financial Advantage, Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
Avion Wealth 110.01%0.01%0.01%Q1 2020Q1 20201
Apriem Advisors 110.00%0.00%0.00%Q1 2016Q1 20161
RETIREMENT CAPITAL STRATEGIES 111.72%1.72%1.72%Q2 2023Q2 20231
GENWORTH FINANCIAL INC 110.18%0.18%0.18%Q2 2013Q2 20131
MILESTONE ASSET MANAGEMENT, LLC 112.86%2.86%2.86%Q1 2023Q1 20231
BALLAST ADVISORS LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Cohen Capital Management, Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
Evanson Asset Management, LLC 110.05%0.05%0.05%Q1 2018Q1 20181
MACROVIEW INVESTMENT MANAGEMENT LLC 110.08%0.08%0.08%Q2 2017Q2 20171
Winch Advisory Services, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Aurora Private Wealth, Inc. 114.54%4.54%4.54%Q3 2020Q3 20201
ATWOOD & PALMER INC 110.00%0.00%0.00%Q1 2019Q1 20191
Madden Advisory Services, Inc. 110.00%0.00%0.00%Q1 2014Q1 20141
Windsor Capital Management, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
ENTERPRISE FINANCIAL SERVICES CORP 110.00%0.00%0.00%Q2 2013Q2 20131
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Gould Capital, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TWIN FOCUS CAPITAL PARTNERS, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Quantitative Advantage, LLC 111.89%1.89%1.89%Q4 2013Q4 20131
Independent Wealth Network Inc. 110.27%0.27%0.27%Q2 2023Q2 20231
KINGS POINT CAPITAL MANAGEMENT 110.01%0.01%0.01%Q4 2020Q4 20201
NWAM LLC 110.77%0.77%0.77%Q1 2015Q1 20151
FundX Investment Group, LLC 114.13%4.13%4.13%Q2 2018Q2 20181
Dynamic Advisor Solutions LLC 110.86%0.86%0.86%Q4 2018Q4 20181
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Lindbrook Capital, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Relaxing Retirement Coach 110.12%0.12%0.12%Q3 2020Q3 20201
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2020Q4 20201
Focused Wealth Management, Inc 110.00%0.00%0.00%Q3 2015Q3 20151
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
US FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
AVANTAX ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q4 2022Q4 20221
Lowe Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
HRT FINANCIAL LP 110.04%0.04%0.04%Q3 2020Q3 20201
BANK OF NOVA SCOTIA TRUST CO 110.01%0.01%0.01%Q3 2015Q3 20151
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q1 2021Q1 20211
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
AFAM CAPITAL, INC. 110.17%0.17%0.17%Q1 2018Q1 20181
KCS Wealth Advisory 110.00%0.00%0.00%Q3 2019Q3 20191
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q2 2018Q2 20181
Janney Montgomery Scott LLC 110.02%0.02%0.02%Q2 2018Q2 20181
MANCHESTER FINANCIAL INC 110.01%0.01%0.01%Q1 2021Q1 20211
Tuttle Capital Management, LLC 111.45%1.45%1.45%Q4 2018Q4 20181
Balentine LLC 110.00%0.00%0.00%Q2 2016Q2 20161
ALPS ADVISORS INC 110.00%0.00%0.00%Q4 2013Q4 20131
CAPITAL ONE FINANCIAL CORP 110.09%0.09%0.09%Q1 2020Q1 20201
Financial Advisors Network, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
Timber Hill LLC 110.09%0.09%0.09%Q4 2017Q4 20171
Independent Advisor Alliance 111.40%1.40%1.40%Q1 2017Q1 20171
Blume Capital Management, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
Rotella Capital Management, Inc. 110.84%0.84%0.84%Q3 2013Q3 20131
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
WINTRUST INVESTMENTS LLC 110.03%0.03%0.03%Q2 2016Q2 20161
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q1 2019Q1 20191
Pensionmark Financial Group, LLC 110.15%0.15%0.15%Q4 2019Q4 20191
United Community Bank 110.03%0.03%0.03%Q3 2023Q3 20231
FIFTH THIRD SECURITIES, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
Permit Capital Advisors, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Destination Wealth Management 110.02%0.02%0.02%Q2 2015Q2 20151
VSR Financial Services, Inc. 110.08%0.08%0.08%Q2 2016Q2 20161
Elevated Capital Advisors, LLC 110.52%0.52%0.52%Q1 2021Q1 20211
CHILTON CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Blue Edge Capital, LLC 110.65%0.65%0.65%Q4 2013Q4 20131
PALLADIUM PARTNERS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
ARGI Investment Services, LLC 110.02%0.02%0.02%Q3 2015Q3 20151
NOMURA HOLDINGS INC 110.01%0.01%0.01%Q2 2013Q2 20131
FNY Managed Accounts LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Global Index Advisors Inc 110.09%0.09%0.09%Q2 2014Q2 20141
Financial & Tax Architects, LLC 111.02%1.02%1.02%Q3 2022Q3 20221
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.02%0.02%0.02%Q3 2017Q3 20171
Friedenthal Financial 110.61%0.61%0.61%Q1 2018Q1 20181
Zions Bancorporation 110.00%0.00%0.00%Q2 2016Q2 20161
Stearns Financial Services Group 110.00%0.00%0.00%Q1 2020Q1 20201
FOUNDERS BANK & TRUST 110.00%0.00%0.00%Q4 2013Q4 20131
FLPUTNAM INVESTMENT MANAGEMENT CO 110.02%0.02%0.02%Q2 2021Q2 20211
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Bremer Bank National Association 110.06%0.06%0.06%Q1 2019Q1 20191
V Wealth Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Private Advisory Group LLC 110.20%0.20%0.20%Q4 2020Q4 20201
SageView Advisory Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Sage Advisory Services, Ltd.Co. 113.09%3.09%3.09%Q2 2017Q2 20171
Highstreet Asset Management Inc. 110.35%0.35%0.35%Q4 2018Q4 20181
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
External links

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