SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK HAPOALIM BM 37370.10%1.32%5.29%Q3 2014Q3 202337
Citadel Advisors 1420.00%0.00%0.00%Q1 2016Q3 202336
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
ROYAL BANK OF CANADA 3010.00%0.00%0.00%Q2 2014Q3 202335
SUSQUEHANNA INTERNATIONAL GROUP, LLP 850.00%0.00%0.00%Q2 2013Q3 202335
LPL Financial LLC 2920.00%0.01%0.02%Q3 2013Q3 202334
HighTower Advisors, LLC 2820.00%0.03%0.05%Q3 2015Q3 202330
CITIGROUP INC 29290.00%0.00%0.00%Q3 2016Q3 202329
Raymond James Financial Services Advisors, Inc. 28280.00%0.03%0.12%Q4 2016Q3 202328
RAYMOND JAMES & ASSOCIATES 28280.00%0.01%0.03%Q4 2016Q3 202328
Cornerstone Advisory, LLC 27270.09%0.14%0.19%Q1 2017Q3 202327
AMERIPRISE FINANCIAL INC 2610.00%0.00%0.00%Q3 2014Q3 202327
PNC FINANCIAL SERVICES GROUP, INC. 2220.00%0.00%0.00%Q1 2015Q3 202327
JPMORGAN CHASE & CO 26260.00%0.00%0.01%Q2 2017Q3 202326
BANK OF MONTREAL /CAN/ 2420.00%0.00%0.00%Q1 2017Q3 202326
Riggs Asset Managment Co. Inc. 14120.02%1.88%4.26%Q1 2017Q3 202326
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.00%Q1 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.01%0.01%Q4 2017Q3 202324
Focused Wealth Management, Inc 23230.00%0.19%0.67%Q1 2018Q3 202323
ENVESTNET ASSET MANAGEMENT INC 2110.00%0.00%0.04%Q3 2016Q3 202322
FRANKLIN RESOURCES INC 22220.00%0.00%0.00%Q2 2018Q3 202322
Cambridge Investment Research Advisors, Inc. 22220.01%0.02%0.10%Q2 2018Q3 202322
Geneos Wealth Management Inc. 2110.00%0.00%0.00%Q3 2016Q4 202222
Cetera Advisor Networks LLC 21210.01%0.03%0.05%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
STIFEL FINANCIAL CORP 21210.00%0.00%0.01%Q4 2016Q4 202121
Royal Fund Management, LLC 21210.42%0.92%1.41%Q3 2018Q3 202321
BENJAMIN F. EDWARDS & COMPANY, INC. 1920.00%0.01%0.04%Q2 2013Q1 202221
MML INVESTORS SERVICES, LLC 21210.00%0.01%0.01%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.04%0.30%Q3 2018Q3 202321
1832 Asset Management L.P. 1010.00%0.00%0.01%Q1 2017Q1 202320
MEANS INVESTMENT CO., INC. 20200.24%0.52%0.73%Q4 2018Q3 202320
US BANCORP \DE\ 20200.00%0.00%0.00%Q4 2018Q3 202320
IHT Wealth Management, LLC 1310.02%0.04%0.07%Q2 2017Q2 202320
Northeast Financial Consultants Inc 19190.03%0.26%3.66%Q1 2019Q3 202319
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1360.00%0.00%0.01%Q3 2018Q3 202319
Jackson Hole Capital Partners, LLC 19190.03%0.05%0.09%Q1 2019Q3 202319
Migdal Insurance & Financial Holdings Ltd. 1360.00%0.00%0.01%Q3 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Aptus Capital Advisors, LLC 18180.00%0.03%0.30%Q2 2019Q3 202318
Janney Montgomery Scott LLC 1320.00%0.00%0.02%Q2 2018Q2 202318
CITY HOLDING CO 17170.00%0.00%0.00%Q1 2019Q1 202317
Sigma Planning Corp 17170.01%0.02%0.02%Q1 2019Q1 202317
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 17170.00%0.00%0.00%Q2 2019Q2 202317
Certified Advisory Corp 880.22%0.87%1.16%Q3 2018Q4 202216
Clear Creek Financial Management, LLC 1010.05%0.09%0.17%Q2 2019Q3 202316
9258 Wealth Management, LLC 16160.08%0.15%0.20%Q4 2019Q3 202316
Tower Research Capital LLC (TRC) 710.00%0.04%0.17%Q2 2014Q3 202216
JANE STREET GROUP, LLC 1110.00%0.00%0.01%Q1 2016Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
American Portfolios Advisors 15150.00%0.00%0.01%Q1 2019Q3 202215
REGIONS FINANCIAL CORP 1050.00%0.00%0.00%Q4 2017Q3 202315
NTV ASSET MANAGEMENT LLC 1410.06%0.47%0.60%Q4 2019Q3 202315
TRUIST FINANCIAL CORP 15150.00%0.00%0.00%Q4 2019Q2 202315
Advisory Services Network, LLC 15150.03%0.04%0.04%Q1 2020Q3 202315
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 15150.35%0.51%1.02%Q1 2020Q3 202315
Jacobi Capital Management LLC 15150.00%0.00%0.00%Q1 2018Q3 202115
LADENBURG THALMANN FINANCIAL SERVICES INC. 14140.00%0.03%0.08%Q3 2016Q4 201914
GOLDMAN SACHS GROUP INC 710.00%0.00%0.00%Q1 2012Q3 202314
Joseph P. Lucia & Associates, LLC 1130.07%0.16%0.22%Q4 2019Q2 202314
Acorn Wealth Advisors, LLC 14140.16%0.26%0.35%Q4 2018Q1 202214
HOLLENCREST CAPITAL MANAGEMENT 14140.11%0.13%0.15%Q3 2018Q4 202114
IFP Advisors, Inc 820.00%0.00%0.01%Q3 2018Q4 202214
Equitable Holdings, Inc. 1130.00%0.01%0.03%Q4 2019Q3 202314
Moloney Securities Asset Management, LLC 1210.04%0.06%0.07%Q4 2019Q1 202313
Psagot Value Holdings Ltd. 13130.01%0.47%0.65%Q3 2018Q3 202113
MinichMacGregor Wealth Management, LLC 1210.00%0.00%0.00%Q4 2015Q4 202213
PACIFIC SUN FINANCIAL CORP 610.55%1.00%1.24%Q2 2019Q2 202313
Faithward Advisors, LLC 13130.00%0.00%0.01%Q4 2019Q4 202213
New England Investment & Retirement Group, Inc. 13130.36%0.56%0.91%Q3 2018Q3 202113
CENTAURUS FINANCIAL, INC. 910.01%0.04%0.24%Q2 2018Q3 202213
Advisor Group, Inc. 13130.00%0.01%0.02%Q4 2016Q4 201913
Newbridge Financial Services Group, Inc. 13130.12%0.20%0.34%Q3 2020Q3 202313
Center for Financial Planning, Inc. 12120.00%0.00%0.01%Q4 2020Q3 202312
NEXT Financial Group, Inc 1110.01%0.05%0.06%Q4 2018Q4 202112
Main Street Financial Solutions, LLC 12120.05%0.09%0.14%Q4 2020Q3 202312
Patriot Financial Group Insurance Agency, LLC 12120.01%0.02%0.02%Q3 2019Q2 202212
Running Point Capital Advisors, LLC 12120.03%0.04%0.05%Q4 2020Q3 202312
Pensionmark Financial Group, LLC 12120.06%0.08%0.11%Q4 2020Q3 202312
Capital Asset Advisory Services LLC 12120.00%0.00%0.00%Q4 2019Q3 202212
Rockefeller Capital Management L.P. 11110.00%0.00%0.00%Q4 2020Q2 202311
Founders Financial Alliance, LLC 11110.03%0.04%0.05%Q3 2020Q1 202311
Ayalon Insurance Comp Ltd. 11110.02%0.04%0.09%Q4 2018Q2 202111
CIBC WORLD MARKET INC. 710.00%0.00%0.00%Q3 2018Q2 202311
MEITAV INVESTMENT HOUSE LTD 11110.03%0.10%0.19%Q1 2021Q3 202311
CAPTRUST FINANCIAL ADVISORS 920.00%0.00%0.01%Q2 2019Q2 202211
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 11110.36%0.50%0.68%Q2 2020Q4 202211
Private Advisor Group, LLC 810.00%0.01%0.03%Q3 2018Q2 202311
Prestige Wealth Management Group LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
BENJAMIN EDWARDS INC 11110.00%0.03%0.04%Q1 2020Q3 202211
Harel Insurance Investments & Financial Services Ltd. 510.00%0.01%0.03%Q4 2015Q3 202111
OPPENHEIMER & CO INC 810.00%0.01%0.01%Q4 2018Q2 202311
FIFTH THIRD BANCORP 10100.00%0.00%0.00%Q4 2020Q1 202310
Spire Wealth Management 640.00%0.00%0.00%Q1 2021Q3 202310
Financial Advocates Investment Management 910.02%0.12%0.22%Q1 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.04%Q1 2021Q3 202310
Spectrum Wealth Advisory Group, LLC 10102.95%3.99%5.37%Q2 2020Q3 202210
Stratos Wealth Partners, LTD. 610.00%0.01%0.01%Q4 2017Q1 20229
Advocacy Wealth Management Services, LLC 990.00%0.37%1.66%Q2 2020Q2 20229
Sanford Advisory Services, LLC 990.15%0.19%0.26%Q4 2020Q4 20229
Cetera Advisors LLC 630.00%0.03%0.05%Q3 2018Q4 20219
NewEdge Advisors, LLC 410.00%0.01%0.03%Q2 2017Q3 20239
Qube Research & Technologies Ltd 410.00%0.00%0.00%Q1 2021Q3 20239
PSI Advisors, LLC 990.02%0.02%0.03%Q3 2021Q3 20239
Accel Wealth Management 630.08%0.13%0.21%Q4 2020Q1 20239
Quantum Private Wealth, LLC 880.16%0.24%0.28%Q4 2021Q3 20238
Sandy Spring Bank 880.00%0.00%0.00%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Strategic Wealth Partners, Ltd. 880.00%0.00%0.00%Q4 2017Q3 20198
Clarus Wealth Advisors 880.50%0.70%0.77%Q4 2019Q3 20218
Bank of New York Mellon Corp 880.00%0.00%0.00%Q2 2017Q1 20198
Beacon Financial Advisory LLC 880.10%0.15%0.24%Q2 2020Q1 20228
Global Retirement Partners, LLC 420.00%0.00%0.00%Q4 2018Q3 20238
LifePlan Financial Group, Inc 880.00%0.01%0.01%Q4 2018Q3 20208
Well Done, LLC 880.12%0.15%0.20%Q3 2018Q2 20208
Realta Investment Advisors 420.01%0.03%0.04%Q1 2019Q3 20238
J Arnold Wealth Management Co 710.06%1.07%6.70%Q4 2019Q4 20228
MSI Financial Services Inc 880.00%0.00%0.01%Q1 2015Q4 20168
Wealthspire Advisors, L.P. 880.00%0.00%0.00%Q2 2017Q1 20198
LEVEL FOUR ADVISORY SERVICES, LLC 880.02%0.13%0.44%Q2 2020Q1 20228
Integrity Financial Corp /WA 880.03%0.27%0.53%Q4 2021Q3 20238
Ahrens Investment Partners LLC 410.00%0.18%0.53%Q2 2018Q1 20238
CWM, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Silverleafe Capital Partners, LLC 530.69%0.89%1.01%Q2 2019Q4 20218
Ameritas Investment Company, LLC 310.01%0.03%0.06%Q4 2018Q2 20217
Stephens Consulting, LLC 770.01%0.02%0.04%Q4 2021Q2 20237
KINGS POINT CAPITAL MANAGEMENT 770.01%0.01%0.01%Q3 2020Q1 20227
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q2 2019Q3 20237
Blackston Financial Advisory Group, LLC 770.35%0.44%0.65%Q4 2021Q2 20237
Atria Wealth Solutions, Inc. 770.03%0.03%0.03%Q1 2022Q3 20237
Sowell Financial Services LLC 770.01%0.01%0.01%Q3 2019Q1 20217
MONEY CONCEPTS CAPITAL CORP 520.00%0.02%0.05%Q4 2020Q4 20227
BNP PARIBAS FINANCIAL MARKETS 410.01%0.02%0.09%Q4 2019Q3 20237
Global Endowment Management, LP 770.04%0.05%0.07%Q1 2022Q3 20237
Cutler Group LLC / CA 310.00%0.00%0.00%Q1 2020Q1 20237
MANUFACTURERS LIFE INSURANCE COMPANY, THE 770.00%0.00%0.00%Q4 2016Q2 20187
Psagot Value Holdings Ltd. / (Israel) 660.01%0.25%0.60%Q3 2021Q4 20226
AMERICAN INTERNATIONAL GROUP, INC. 330.00%0.00%0.00%Q2 2013Q4 20156
AE Wealth Management LLC 420.00%0.12%0.24%Q1 2019Q3 20236
WealthPLAN Partners, LLC 210.00%0.01%0.04%Q4 2015Q2 20236
Princeton Global Asset Management LLC 660.00%0.08%0.28%Q1 2019Q2 20206
Kovack Advisors, Inc. 660.66%0.83%0.95%Q3 2018Q4 20196
IAG Wealth Partners, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Wealthfront Advisers LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Vigilare Wealth Management 420.12%0.18%0.22%Q2 2020Q4 20216
Bell Rock Capital LLC 210.12%0.38%0.48%Q4 2019Q3 20226
Sunbelt Securities, Inc. 310.01%0.06%0.23%Q4 2018Q3 20236
Carroll Financial Associates, Inc. 660.00%0.01%0.01%Q2 2020Q3 20216
PROFESSIONAL PLANNING 410.23%0.93%4.24%Q4 2018Q3 20216
One Capital Management, LLC 660.01%0.02%0.04%Q4 2021Q1 20236
Carolina Wealth Advisors, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Arkadios Wealth Advisors 660.00%0.01%0.01%Q4 2019Q1 20216
PRELUDE CAPITAL MANAGEMENT, LLC 660.00%0.01%0.01%Q3 2017Q4 20186
Gerber Kawasaki Wealth & Investment Management 410.02%0.05%0.16%Q4 2015Q1 20225
Kestra Advisory Services, LLC 410.00%0.01%0.02%Q3 2020Q2 20225
SG Americas Securities, LLC 210.00%0.02%0.04%Q1 2016Q3 20195
BROWN BROTHERS HARRIMAN & CO 550.00%0.00%0.00%Q1 2022Q1 20235
SeaCrest Wealth Management, LLC 410.01%0.01%0.02%Q2 2018Q2 20225
Surevest, LLC 550.33%0.69%1.10%Q4 2018Q4 20195
CORRADO ADVISORS, LLC 550.13%0.17%0.21%Q4 2016Q4 20175
Clearview Wealth Advisors LLC 550.00%0.01%0.02%Q4 2020Q4 20215
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q1 2019Q3 20235
PRINCETON CAPITAL MANAGEMENT LLC 550.01%0.01%0.01%Q3 2018Q3 20195
J.W. COLE ADVISORS, INC. 320.02%0.04%0.07%Q4 2020Q1 20225
Financial Management Professionals, Inc. 210.02%0.67%1.22%Q2 2017Q1 20235
Portfolio Strategies, Inc. 550.13%3.87%7.03%Q4 2017Q4 20185
First Horizon Advisors, Inc. 550.00%0.00%0.00%Q4 2020Q4 20215
Cassady Schiller Wealth Management, LLC 410.00%0.00%0.00%Q4 2021Q3 20235
PRIVATE TRUST CO NA 410.00%0.01%0.02%Q2 2022Q3 20235
Total Clarity Wealth Management, Inc. 210.00%0.02%0.05%Q4 2019Q2 20225
Banco Santander, S.A. 550.02%0.03%0.04%Q3 2021Q3 20225
Phoenix Holdings Ltd. 320.00%1.47%3.65%Q4 2021Q3 20235
SPINNAKER TRUST 550.05%0.05%0.05%Q4 2014Q4 20155
HBW ADVISORY SERVICES LLC 410.06%0.06%0.07%Q4 2020Q1 20225
SUMMIT FINANCIAL GROUP, INC. 550.08%0.12%0.15%Q1 2021Q1 20225
REGENTATLANTIC CAPITAL LLC 320.01%0.01%0.02%Q2 2021Q3 20225
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Simplicity Solutions, LLC 440.12%0.22%0.32%Q1 2019Q4 20194
UNITED CAPITAL FINANCIAL ADVISORS, LLC 310.00%0.05%0.09%Q3 2016Q4 20184
Commonwealth Equity Services, Inc 310.00%0.01%0.01%Q2 2015Q3 20174
SUNTRUST BANKS INC 440.01%0.01%0.01%Q4 2018Q3 20194
Belvedere Trading LLC 110.00%0.02%0.10%Q3 2020Q4 20224
Millington Financial Advisors, LLC 442.38%2.84%3.12%Q4 2022Q3 20234
Atria Investments, Inc 310.01%0.01%0.02%Q1 2018Q1 20194
Paragon Wealth Strategies, LLC 440.34%6.09%11.05%Q2 2018Q1 20194
OPTIMUM INVESTMENT ADVISORS 440.00%0.00%0.00%Q2 2014Q1 20154
Creative Planning 220.00%0.00%0.00%Q3 2016Q4 20214
Mathes Company, Inc. 440.15%0.16%0.18%Q3 2018Q2 20194
SIGNATUREFD, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
GREAT VALLEY ADVISOR GROUP, INC. 210.01%0.03%0.05%Q2 2019Q1 20224
Virtu Financial LLC 440.04%0.09%0.14%Q4 2018Q3 20194
CALTON & ASSOCIATES, INC. 440.04%0.12%0.17%Q1 2021Q4 20214
Y.D. More Investments Ltd 440.01%0.01%0.01%Q4 2022Q3 20234
NIEMANN CAPITAL MANAGEMENT INC 210.41%10.38%15.70%Q3 2016Q2 20204
Robertson Stephens Wealth Management, LLC 440.02%0.06%0.10%Q4 2022Q3 20234
Lee Financial Group Hawaii, Inc. 443.84%4.92%6.00%Q1 2021Q4 20214
Perennial Investment Advisors, LLC 440.07%0.08%0.10%Q2 2021Q1 20224
FLOW TRADERS U.S. LLC 310.00%0.07%0.18%Q1 2021Q3 20234
Brookstone Capital Management 440.48%0.61%0.73%Q2 2018Q1 20194
Jackson Wealth Management, LLC 440.10%0.10%0.12%Q3 2019Q2 20204
WOLVERINE TRADING, LLC 220.00%0.00%0.00%Q1 2019Q2 20194
WFG Advisors, LP 330.01%0.02%0.02%Q2 2015Q4 20153
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Ashford Advisors, LLC 330.12%0.14%0.16%Q1 2022Q3 20223
Laurel Wealth Advisors, Inc. 330.03%0.04%0.07%Q2 2021Q4 20213
Sequoia Financial Advisors, LLC 330.03%0.04%0.04%Q2 2017Q4 20173
Allworth Financial LP 330.00%0.00%0.00%Q3 2021Q1 20223
Virtu KCG Holdings LLC 330.00%0.01%0.01%Q1 2014Q3 20143
Winch Advisory Services, LLC 330.00%0.00%0.00%Q3 2018Q1 20193
AFFINITY WEALTH MANAGEMENT LLC 334.79%5.09%5.34%Q1 2019Q3 20193
Compagnie Lombard Odier SCmA 330.00%0.00%0.01%Q4 2015Q2 20163
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.02%Q4 2018Q4 20223
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2017Q3 20183
Guidant Wealth Advisors 330.00%0.00%0.01%Q1 2019Q3 20193
MYCIO WEALTH PARTNERS, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
FLAGSHIP HARBOR ADVISORS, LLC 330.00%0.01%0.03%Q1 2020Q3 20203
MERCER GLOBAL ADVISORS INC /ADV 330.00%0.00%0.00%Q1 2023Q3 20233
Belpointe Asset Management LLC 210.00%0.01%0.02%Q3 2018Q1 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
STRINGER ASSET MANAGEMENT, LLC 330.22%3.38%5.12%Q2 2018Q4 20183
Cooper Financial Group 330.10%0.13%0.14%Q4 2019Q2 20203
Grey Fox Wealth Advisors, LLC 330.12%0.13%0.14%Q4 2022Q2 20233
NEW ENGLAND SECURITIES CORP /MA/ 330.01%0.02%0.02%Q1 2014Q3 20143
LGT Financial Advisors LLC 210.47%0.49%0.50%Q4 2022Q3 20233
DAVENPORT & Co LLC 330.00%0.01%0.01%Q3 2018Q1 20193
MARSHALL WACE, LLP 220.00%0.00%0.00%Q2 2023Q3 20232
Advanced Asset Management Advisors Inc 110.01%0.01%0.01%Q4 2019Q4 20222
Stonebridge Financial Planning Group, LLC 220.18%0.21%0.24%Q2 2023Q3 20232
Cavalier Investments, LLC 110.92%1.64%2.36%Q3 2018Q4 20192
USAdvisors Wealth Management, LLC 220.21%0.22%0.22%Q3 2019Q4 20192
Merit Financial Group, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
AlphaStar Capital Management, LLC 220.19%0.20%0.21%Q3 2018Q4 20182
Mascoma Wealth Management LLC 220.00%0.01%0.03%Q3 2021Q4 20212
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q4 2018Q2 20212
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q2 20232
BARCLAYS PLC 110.00%0.00%0.00%Q1 2020Q2 20212
SEAVIEW INVESTMENT MANAGERS LLC 220.60%0.61%0.62%Q1 2021Q2 20212
TCG Advisors, LP 220.01%0.01%0.01%Q1 2019Q2 20192
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2020Q4 20212
FIRST AMERICAN TRUST, FSB 220.03%0.04%0.04%Q1 2023Q2 20232
TOWNSQUARE CAPITAL LLC 220.02%0.02%0.02%Q3 2019Q4 20192
Stockman Wealth Management, Inc. 220.10%0.11%0.12%Q3 2019Q4 20192
NORTHERN TRUST CORP 220.00%0.00%0.00%Q2 2020Q3 20202
Pinnacle Advisory Group, Inc. 220.18%0.21%0.23%Q2 2014Q3 20142
Sandy Cove Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
THRIVENT FINANCIAL FOR LUTHERANS 220.05%0.05%0.06%Q2 2018Q3 20182
Parallel Advisors, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
PEAK FINANCIAL ADVISORS LLC 222.73%2.74%2.75%Q1 2023Q2 20232
Gradient Investments LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Cerity Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
FIFTH LANE CAPITAL, LP 220.11%0.12%0.12%Q2 2023Q3 20232
Ameritas Advisory Services, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
DRW Securities, LLC 220.03%0.04%0.05%Q2 2013Q3 20132
Cornerstone Wealth Management, LLC 220.00%0.02%0.03%Q2 2018Q3 20182
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q4 2022Q3 20232
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.02%0.02%0.03%Q4 2018Q2 20192
Premia Global Advisors, LLC 221.68%1.70%1.72%Q2 2019Q3 20192
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
V Wealth Advisors LLC 220.10%0.10%0.10%Q3 2019Q4 20192
KWB Wealth 220.04%0.05%0.05%Q2 2023Q3 20232
Schonfeld Strategic Advisors LLC 220.01%0.01%0.02%Q4 2022Q1 20232
EDMOND DE ROTHSCHILD HOLDING S.A. 220.00%0.00%0.00%Q1 2017Q2 20172
Corient Private Wealth LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Freedom Investment Management, Inc. 220.01%0.01%0.01%Q2 2018Q3 20182
SALEM INVESTMENT COUNSELORS INC 220.00%0.00%0.00%Q3 2021Q4 20212
Baltimore-Washington Financial Advisors, Inc. 220.02%0.02%0.03%Q3 2021Q4 20212
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
WEALTHSOURCE PARTNERS, LLC 110.06%0.06%0.06%Q3 2018Q3 20181
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
MidWestOne Financial Group, Inc. 110.08%0.08%0.08%Q2 2019Q2 20191
ETRADE Capital Management LLC 110.01%0.01%0.01%Q3 2020Q3 20201
TOBIAS FINANCIAL ADVISORS, INC. 110.01%0.01%0.01%Q4 2019Q4 20191
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.06%0.06%0.06%Q1 2018Q1 20181
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Claybrook Capital, LLC 110.12%0.12%0.12%Q4 2018Q4 20181
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Fortis Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
RMB Capital Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q2 2022Q2 20221
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Fortis Group Advisors, LLC 110.10%0.10%0.10%Q3 2020Q3 20201
MIRABELLA FINANCIAL SERVICES LLP 110.95%0.95%0.95%Q4 2022Q4 20221
Allred Capital Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Harvest Fund Management Co., Ltd 110.12%0.12%0.12%Q2 2018Q2 20181
Advisors Preferred, LLC 110.06%0.06%0.06%Q1 2019Q1 20191
Renaissance Technologies 110.00%0.00%0.00%Q2 2018Q2 20181
WBI INVESTMENTS, LLC 110.17%0.17%0.17%Q3 2018Q3 20181
FIFTH THIRD SECURITIES, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
AXS Investments LLC 110.06%0.06%0.06%Q3 2023Q3 20231
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2018Q2 20181
Foundations Investment Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
PCG Wealth Advisors, LLC 110.56%0.56%0.56%Q4 2021Q4 20211
Vontobel Holding Ltd. 110.00%0.00%0.00%Q3 2021Q3 20211
Montecito Bank & Trust 110.14%0.14%0.14%Q3 2018Q3 20181
Litman Gregory Wealth Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Kalos Management, Inc. 110.30%0.30%0.30%Q4 2020Q4 20201
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Proficio Capital Partners LLC 110.00%0.00%0.00%Q1 2019Q1 20191
WMG Financial Advisors, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
TIVERTON ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Neuburgh Advisers LLC 110.00%0.00%0.00%Q3 2018Q3 20181
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q2 2023Q2 20231
DFPG INVESTMENTS, LLC 112.73%2.73%2.73%Q2 2023Q2 20231
Blue Sky Asset Management, LLC 110.33%0.33%0.33%Q4 2019Q4 20191
Archer Investment Corp 110.02%0.02%0.02%Q4 2018Q4 20181
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Lebenthal Global Advisors, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
Connectus Wealth, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
HERBST GROUP, LLC 111.29%1.29%1.29%Q4 2021Q4 20211
Capital Wealth Alliance, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
FDx Advisors, Inc. 110.01%0.01%0.01%Q1 2019Q1 20191
TELEMUS CAPITAL, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Bryn Mawr Capital Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
HRT FINANCIAL LP 110.00%0.00%0.00%Q3 2023Q3 20231
Ground Swell Capital, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Houlihan Financial Resource Group, Ltd. 110.01%0.01%0.01%Q2 2023Q2 20231
Ancora Advisors LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Bison Wealth, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Flinton Capital Management LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Tyers Asset Management LLC 110.00%0.00%0.00%Q3 2018Q3 20181
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q2 2021Q2 20211
THEORY FINANCIAL LLC 112.19%2.19%2.19%Q4 2021Q4 20211
Country Club Trust Company, n.a. 110.08%0.08%0.08%Q1 2014Q1 20141
Clark Capital Management Group, Inc. 110.04%0.04%0.04%Q1 2019Q1 20191
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.30%0.30%0.30%Q2 2020Q2 20201
BEAM WEALTH ADVISORS, INC. 110.30%0.30%0.30%Q4 2019Q4 20191
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q3 2023Q3 20231
Horan Securities, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Global Trust Asset Management, LLC 110.40%0.40%0.40%Q3 2018Q3 20181
Cresset Asset Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Fulcrum Equity Management 110.15%0.15%0.15%Q2 2020Q2 20201
Financial Architects, Inc 110.03%0.03%0.03%Q1 2018Q1 20181
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Ceros Financial Services Inc. 110.06%0.06%0.06%Q1 2019Q1 20191
PVG ASSET MANAGEMENT CORP 111.40%1.40%1.40%Q2 2023Q2 20231
IFS Advisors, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
PETERSON WEALTH MANAGEMENT 110.19%0.19%0.19%Q2 2021Q2 20211
Walleye Capital LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Meadow Creek Investment Management LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Capital Investment Advisory Services, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Csenge Advisory Group 110.12%0.12%0.12%Q1 2019Q1 20191
External links

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