SPDR SERIES TRUST shareholder history

Current and past SPDR SERIES TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
CITY HOLDING CO 40400.02%0.09%0.19%Q4 2013Q3 202340
ROYAL BANK OF CANADA 3810.00%0.00%0.00%Q3 2013Q3 202339
BENJAMIN F. EDWARDS & COMPANY, INC. 38380.00%0.02%0.06%Q2 2013Q3 202238
WELLS FARGO & COMPANY/MN 22140.00%0.00%0.00%Q2 2013Q2 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1320.00%0.00%0.00%Q2 2013Q3 202333
JPMORGAN CHASE & CO 31310.00%0.00%0.00%Q1 2016Q3 202331
CITIGROUP INC 2730.00%0.00%0.00%Q1 2015Q2 202330
ARROW FINANCIAL CORP 29290.00%0.05%0.20%Q3 2016Q3 202329
ASSETMARK, INC 1060.00%0.00%0.01%Q1 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.00%0.01%Q4 2016Q3 202328
LPL Financial LLC 2240.00%0.00%0.01%Q4 2016Q3 202326
Citadel Advisors 810.00%0.00%0.00%Q1 2015Q3 202325
Ledyard National Bank 23230.00%0.00%0.00%Q2 2013Q4 201823
Farmers & Merchants Trust Co of Chambersburg PA 21210.35%1.03%1.90%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.05%Q3 2018Q3 202321
CAPTRUST FINANCIAL ADVISORS 1010.00%0.00%0.00%Q4 2016Q2 202220
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Global Retirement Partners, LLC 1270.00%0.00%0.01%Q4 2018Q3 202319
Cambridge Investment Research Advisors, Inc. 820.00%0.00%0.01%Q1 2015Q1 202317
Raymond James Financial Services Advisors, Inc. 810.00%0.01%0.02%Q2 2017Q3 202317
JANE STREET GROUP, LLC 510.00%0.01%0.02%Q1 2015Q2 202316
BLAIR WILLIAM & CO/IL 1510.00%0.00%0.00%Q1 2018Q3 202316
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 16160.14%0.20%0.25%Q4 2019Q3 202316
RAYMOND JAMES & ASSOCIATES 910.00%0.00%0.00%Q3 2018Q3 202316
FMR LLC 710.00%0.00%0.00%Q4 2014Q3 202315
Waldron Private Wealth LLC 15150.18%0.26%0.32%Q1 2020Q3 202315
COMMONWEALTH EQUITY SERVICES, LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
PACIFIC SUN FINANCIAL CORP 610.18%0.30%0.63%Q1 2018Q2 202315
LADENBURG THALMANN FINANCIAL SERVICES INC. 1320.00%0.00%0.01%Q1 2015Q4 201915
STIFEL FINANCIAL CORP 1310.00%0.00%0.00%Q2 2018Q4 202114
ATLAS CAPITAL ADVISORS LLC 610.00%0.01%0.09%Q1 2018Q3 202214
GOLDMAN SACHS GROUP INC 920.00%0.00%0.00%Q3 2016Q2 202314
Newbridge Financial Services Group, Inc. 13130.00%0.00%0.01%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
ARS Investment Partners, LLC 1210.03%0.19%0.31%Q4 2013Q1 201713
B. Riley Wealth Advisors, Inc. 12120.01%0.08%0.10%Q4 2013Q3 201612
SG Americas Securities, LLC 520.00%0.01%0.02%Q3 2014Q4 201712
Sargent Bickham Lagudis LLC 11110.00%0.01%0.04%Q2 2020Q4 202211
Avidian Wealth Solutions, LLC 920.08%0.18%0.50%Q4 2015Q3 201811
FIFTH THIRD BANCORP 10100.00%0.00%0.00%Q4 2018Q1 202110
CREDIT AGRICOLE S A 10100.00%0.00%0.02%Q3 2015Q4 201710
PNC FINANCIAL SERVICES GROUP, INC. 640.00%0.00%0.00%Q4 2016Q4 201910
Cerebellum GP, LLC 910.06%0.18%0.29%Q4 2017Q2 202010
Exchange Capital Management, Inc. 10100.00%0.02%0.03%Q2 2016Q3 201810
PATHSTONE FAMILY OFFICE, LLC 10100.01%0.03%0.03%Q1 2019Q2 202110
Aptus Capital Advisors, LLC 880.00%0.00%0.00%Q3 2019Q2 20218
IMC-Chicago, LLC 310.00%0.00%0.01%Q3 2019Q2 20238
Prestige Wealth Management Group LLC 530.02%0.02%0.02%Q4 2018Q3 20238
Realta Investment Advisors 420.00%0.00%0.00%Q1 2019Q3 20238
Tower Research Capital LLC (TRC) 710.00%0.01%0.01%Q1 2015Q3 20228
Nelson Capital Management, LLC 880.00%0.01%0.04%Q3 2017Q2 20198
Patten Group, Inc. 770.02%0.02%0.02%Q2 2017Q4 20187
ENVESTNET ASSET MANAGEMENT INC 510.00%0.07%0.17%Q1 2014Q1 20237
Ameritas Investment Partners, Inc. 770.00%0.00%0.00%Q4 2021Q2 20237
Advisor Group, Inc. 420.00%0.00%0.01%Q2 2016Q4 20196
Virtu KCG Holdings LLC 510.01%0.01%0.02%Q2 2014Q2 20166
Ameritas Advisory Services, LLC 660.01%0.01%0.02%Q4 2021Q1 20236
Wall Capital Group, Inc. 660.51%1.41%3.22%Q1 2017Q2 20186
Private Advisor Group, LLC 310.00%0.00%0.00%Q2 2020Q2 20236
Geneos Wealth Management Inc. 410.00%0.01%0.06%Q4 2016Q1 20236
Transform Wealth, LLC 420.23%0.33%0.43%Q4 2016Q2 20186
Ameritas Investment Company, LLC 310.02%0.03%0.04%Q4 2018Q3 20216
Capital Asset Advisory Services LLC 660.00%0.00%0.00%Q2 2020Q3 20216
Atlas Private Wealth Management, LLC 660.01%0.18%0.24%Q4 2019Q1 20216
Zurich Insurance Group Ltd/FI 410.00%0.01%0.04%Q4 2016Q4 20196
MONEY CONCEPTS CAPITAL CORP 510.00%0.12%0.59%Q1 2021Q1 20236
Granite Investment Advisors, LLC 660.04%0.04%0.06%Q2 2017Q3 20186
J.P. Morgan Private Wealth Advisors LLC 550.00%0.00%0.01%Q1 2021Q1 20225
MSI Financial Services Inc 410.00%0.00%0.00%Q2 2015Q3 20165
BROWN BROTHERS HARRIMAN & CO 550.00%0.00%0.00%Q1 2021Q1 20225
UNITED CAPITAL FINANCIAL ADVISORS, LLC 550.03%0.17%0.25%Q1 2014Q1 20155
Virtu Financial LLC 320.01%0.04%0.06%Q3 2017Q2 20195
Carmichael Hill & Associates, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
Endurance Wealth Management, Inc. 440.00%0.00%0.00%Q2 2015Q1 20164
ALETHEA CAPITAL MANAGEMENT, LLC 440.50%0.62%0.77%Q4 2014Q3 20154
IHT Wealth Management, LLC 440.01%0.01%0.01%Q2 2017Q1 20184
BAILARD, INC. 440.02%0.02%0.02%Q4 2018Q3 20194
Global Financial Private Capital, Inc 440.02%0.02%0.03%Q4 2017Q3 20184
Financial Freedom, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Bray Capital Advisors 220.00%0.00%0.00%Q2 2015Q2 20184
CITY NATIONAL BANK 440.05%0.06%0.07%Q4 2014Q3 20154
SIGNATUREFD, LLC 110.00%0.02%0.06%Q3 2016Q3 20233
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q4 2018Q3 20233
Brookstone Capital Management 210.01%0.29%0.49%Q3 2018Q1 20233
SRS Capital Advisors, Inc. 330.03%0.03%0.03%Q2 2021Q4 20213
Spire Wealth Management 330.00%0.00%0.00%Q1 2023Q3 20233
Cetera Advisor Networks LLC 210.00%0.01%0.01%Q1 2021Q1 20233
Winslow, Evans & Crocker, Inc. 330.00%0.00%0.00%Q3 2019Q1 20203
MML INVESTORS SERVICES, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Jacobi Capital Management LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Simmons Bank 330.03%0.04%0.05%Q2 2021Q4 20213
180 WEALTH ADVISORS, LLC 330.14%0.17%0.23%Q2 2018Q4 20183
REGIONS FINANCIAL CORP 330.00%0.00%0.00%Q3 2018Q1 20193
VALLEY WEALTH MANAGERS, INC. 330.00%0.00%0.00%Q3 2016Q1 20173
AJ WEALTH STRATEGIES, LLC 330.01%0.01%0.02%Q4 2022Q2 20233
Migdal Insurance & Financial Holdings Ltd. 210.02%0.06%0.11%Q4 2016Q4 20173
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.00%0.01%0.01%Q1 2021Q3 20213
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Bank of New York Mellon Corp 330.00%0.00%0.00%Q4 2018Q2 20193
Cape Investment Advisory, Inc. 330.06%0.06%0.07%Q1 2023Q3 20233
Steward Partners Investment Advisory, LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Blue Chip Partners, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Arkadios Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
Lindbrook Capital, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
HOWE & RUSLING INC 220.00%0.00%0.00%Q2 2019Q3 20192
Crosspoint Capital Strategies, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
UBS AG 220.00%0.00%0.00%Q2 2013Q3 20132
Financial Services Advisory Inc 110.38%1.45%2.53%Q3 2018Q3 20232
OLD NATIONAL BANCORP /IN/ 220.01%0.01%0.02%Q4 2016Q1 20172
Advisors Capital Management, LLC 220.02%0.12%0.23%Q4 2021Q1 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Harel Insurance Investments & Financial Services Ltd. 220.00%0.01%0.01%Q3 2016Q4 20162
PARAMETRIC PORTFOLIO ASSOCIATES LLC 220.00%0.00%0.00%Q2 2018Q3 20182
SIGNET FINANCIAL MANAGEMENT, LLC 220.02%0.03%0.03%Q2 2018Q3 20182
Lido Advisors, LLC 223.03%3.61%4.18%Q1 2017Q2 20172
Shulman DeMeo Asset Management LLC 110.08%0.11%0.14%Q4 2018Q4 20202
Commonwealth Equity Services, Inc 220.01%0.01%0.01%Q3 2013Q4 20132
SUN LIFE FINANCIAL INC 220.05%0.05%0.05%Q3 2013Q4 20132
AMERICAN INTERNATIONAL GROUP, INC. 110.00%0.00%0.00%Q4 2013Q4 20131
Jane Street Holding, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Atria Wealth Solutions, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Gradient Investments LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Cerity Partners LLC 110.00%0.00%0.00%Q3 2023Q3 20231
GREAT VALLEY ADVISOR GROUP, INC. 110.04%0.04%0.04%Q4 2022Q4 20221
WHITTIER TRUST CO 110.00%0.00%0.00%Q4 2014Q4 20141
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q2 2017Q2 20171
HANCOCK WHITNEY CORP 110.02%0.02%0.02%Q4 2017Q4 20171
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2020Q3 20201
TOWNSQUARE CAPITAL LLC 110.07%0.07%0.07%Q1 2019Q1 20191
FMA ADVISORY INC 110.00%0.00%0.00%Q2 2015Q2 20151
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Certified Advisory Corp 110.00%0.00%0.00%Q1 2021Q1 20211
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Institute for Wealth Management, LLC. 110.01%0.01%0.01%Q4 2019Q4 20191
HRT FINANCIAL LP 110.24%0.24%0.24%Q2 2015Q2 20151
Frisch Financial Group, Inc. 111.62%1.62%1.62%Q4 2018Q4 20181
Ancora Advisors LLC 110.00%0.00%0.00%Q3 2018Q3 20181
NEXT Financial Holdings 110.22%0.22%0.22%Q1 2019Q1 20191
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Retirement Group, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
LITTLE HOUSE CAPITAL LLC 110.07%0.07%0.07%Q1 2019Q1 20191
Cetera Advisors LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Bison Wealth, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Welch Group, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Janney Montgomery Scott LLC 110.00%0.00%0.00%Q4 2016Q4 20161
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
JNBA Financial Advisors 110.06%0.06%0.06%Q3 2016Q3 20161
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q2 20131
HighTower Advisors, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q3 2014Q3 20141
Guardian Wealth Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
CIBC WORLD MARKET INC. 110.01%0.01%0.01%Q4 2022Q4 20221
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Gladstone Institutional Advisory LLC 110.02%0.02%0.02%Q4 2021Q4 20211
NEXT Financial Group, Inc 110.22%0.22%0.22%Q1 2019Q1 20191
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
External links

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