SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3920.00%0.00%0.00%Q2 2013Q3 202389
Cutler Group LLC / CA 1970.00%0.00%0.05%Q1 2017Q3 202366
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.00%0.03%0.08%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
Creative Planning 3370.00%0.00%0.01%Q3 2013Q3 202340
ROYAL BANK OF CANADA 40400.00%0.00%0.00%Q4 2013Q3 202340
RAYMOND JAMES & ASSOCIATES 3720.00%0.01%0.03%Q2 2013Q3 202339
LPL Financial LLC 39390.00%0.05%0.10%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.01%0.05%Q1 2014Q3 202339
CITIGROUP INC 3610.00%0.04%0.30%Q2 2013Q3 202338
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.02%Q1 2015Q3 202335
Advisory Services Network, LLC 2780.00%0.01%0.03%Q4 2014Q3 202335
BENJAMIN F. EDWARDS & COMPANY, INC. 2760.00%0.03%0.12%Q3 2014Q3 202333
Cambridge Investment Research Advisors, Inc. 2840.01%0.04%0.09%Q1 2015Q3 202332
IFP Advisors, Inc 17140.00%0.01%0.03%Q4 2015Q3 202331
Cetera Advisors LLC 2830.02%0.07%0.17%Q4 2014Q3 202331
JANE STREET GROUP, LLC 1730.00%0.01%0.03%Q2 2014Q3 202331
J.P. Morgan Private Wealth Advisors LLC 30300.00%0.01%0.01%Q2 2016Q3 202330
StrategIQ Financial Group, LLC 30300.04%0.19%0.37%Q2 2016Q3 202330
Raymond James Financial Services Advisors, Inc. 16140.00%0.05%0.16%Q1 2016Q3 202330
KCM INVESTMENT ADVISORS LLC 29290.01%0.02%0.04%Q3 2016Q3 202329
FIFTH THIRD BANCORP 2410.00%0.00%0.00%Q1 2016Q3 202329
B. Riley Wealth Advisors, Inc. 2810.00%0.14%0.37%Q4 2014Q3 202329
AMERIPRISE FINANCIAL INC 2810.00%0.01%0.02%Q3 2014Q3 202329
Sandy Spring Bank 28280.01%0.01%0.01%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.01%0.13%0.24%Q4 2016Q3 202328
JPMORGAN CHASE & CO 28280.00%0.00%0.02%Q4 2016Q3 202328
Meridian Wealth Management, LLC 28280.02%0.21%1.31%Q4 2016Q3 202328
Janney Montgomery Scott LLC 28280.00%0.01%0.05%Q4 2016Q3 202328
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28280.00%0.00%0.00%Q4 2016Q3 202328
ENVESTNET ASSET MANAGEMENT INC 2310.00%0.00%0.01%Q1 2014Q3 202328
Global Retirement Partners, LLC 2070.00%0.02%0.06%Q4 2016Q3 202327
Lido Advisors, LLC 27270.03%0.06%0.11%Q1 2017Q3 202327
Stratos Wealth Partners, LTD. 27270.02%0.03%0.06%Q1 2017Q3 202327
Tower Research Capital LLC (TRC) 2410.00%0.06%0.26%Q3 2015Q3 202326
Geneos Wealth Management Inc. 26260.00%0.00%0.01%Q2 2017Q3 202326
First Allied Advisory Services, Inc. 26260.02%0.05%0.08%Q2 2014Q3 202026
MML INVESTORS SERVICES, LLC 26260.00%0.04%0.09%Q2 2017Q3 202326
Krilogy Financial LLC 26260.04%0.06%0.09%Q4 2016Q1 202326
Cetera Advisor Networks LLC 26260.01%0.04%0.09%Q2 2017Q3 202326
Kistler-Tiffany Companies, LLC 25250.02%0.04%0.05%Q2 2017Q2 202325
Sigma Planning Corp 25250.01%0.05%0.24%Q1 2017Q1 202325
BANK OF MONTREAL /CAN/ 2210.00%0.00%0.00%Q4 2015Q3 202325
CUMBERLAND ADVISORS INC 13120.53%6.29%10.30%Q2 2017Q3 202325
AllSquare Wealth Management LLC 25250.01%0.01%0.02%Q3 2017Q3 202325
VALLEY NATIONAL ADVISERS INC 24240.00%0.00%0.01%Q4 2017Q3 202324
Cetera Investment Advisers 24240.02%0.05%0.09%Q4 2017Q3 202324
BANK HAPOALIM BM 24240.09%2.02%10.12%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.01%0.21%0.49%Q4 2017Q3 202324
Baird Financial Group, Inc. 1440.00%0.01%0.01%Q4 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.02%Q4 2017Q3 202324
AE Wealth Management LLC 24240.00%0.04%0.23%Q4 2017Q3 202324
Citadel Advisors 610.00%0.00%0.00%Q2 2015Q3 202323
US BANCORP \DE\ 23230.00%0.00%0.00%Q1 2018Q3 202323
FMR LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
SeaCrest Wealth Management, LLC 1940.02%0.09%0.24%Q4 2017Q3 202323
GOLDMAN SACHS GROUP INC 1410.00%0.00%0.00%Q1 2015Q3 202323
Baystate Wealth Management LLC 23230.00%0.01%0.01%Q1 2018Q3 202323
PLANNING DIRECTIONS INC 1480.22%0.50%0.91%Q1 2018Q3 202322
Belpointe Asset Management LLC 1660.01%0.04%0.09%Q3 2017Q1 202322
Private Advisor Group, LLC 2110.00%0.01%0.03%Q3 2014Q3 202322
DAVENPORT & Co LLC 22220.01%0.01%0.03%Q3 2014Q4 201922
Migdal Insurance & Financial Holdings Ltd. 1920.00%0.08%0.23%Q2 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.04%0.30%1.17%Q3 2018Q3 202321
BNP PARIBAS FINANCIAL MARKETS 1120.00%0.03%0.09%Q4 2016Q3 202321
TRUSTCORE FINANCIAL SERVICES, LLC 21210.00%0.04%0.11%Q4 2017Q4 202221
Paradigm Financial Advisors, LLC 21210.59%1.15%1.58%Q4 2016Q4 202121
Parallax Volatility Advisers, L.P. 1910.00%0.00%0.00%Q4 2014Q2 202020
American Portfolios Advisors 20200.01%0.03%0.08%Q4 2017Q3 202220
NEXT Financial Group, Inc 1410.01%0.03%0.05%Q2 2015Q4 202120
AVANTAX ADVISORY SERVICES, INC. 20200.00%0.01%0.04%Q4 2018Q3 202320
American Financial Advisors, LLC 20200.23%1.13%2.17%Q4 2018Q3 202320
MEITAV INVESTMENT HOUSE LTD 1210.01%0.15%1.29%Q4 2017Q3 202320
SIGNATUREFD, LLC 20200.00%0.00%0.02%Q4 2018Q3 202320
Formidable Asset Management, LLC 1430.08%0.11%0.34%Q1 2017Q3 202320
Joseph P. Lucia & Associates, LLC 19190.02%0.33%0.54%Q1 2019Q3 202319
Realta Investment Advisors 19190.16%0.21%0.26%Q1 2019Q3 202319
Spectrum Wealth Advisory Group, LLC 19190.34%1.72%6.00%Q1 2019Q3 202319
ADVANTAGE INVESTMENT MANAGEMENT, LLC 19190.00%0.77%4.22%Q1 2015Q3 201919
Steward Partners Investment Advisory, LLC 1810.00%0.00%0.01%Q3 2018Q3 202319
Kovack Advisors, Inc. 1610.02%0.27%0.69%Q1 2018Q2 202319
LINCOLN NATIONAL CORP 19190.02%0.03%0.04%Q1 2019Q3 202319
Investors Research Corp 19190.00%0.00%0.01%Q1 2019Q3 202319
TSFG, LLC 19190.01%0.01%0.02%Q1 2019Q3 202319
Kovitz Investment Group Partners, LLC 19190.01%0.04%0.10%Q1 2019Q3 202319
Winch Advisory Services, LLC 920.00%0.01%0.03%Q4 2017Q3 202218
Moloney Securities Asset Management, LLC 18180.06%0.10%0.14%Q2 2019Q3 202318
CREATIVE FINANCIAL DESIGNS INC /ADV 1440.00%0.36%0.95%Q1 2017Q3 202318
MASSMUTUAL TRUST CO FSB/ADV 1410.00%0.00%0.00%Q1 2015Q1 202018
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
HM PAYSON & CO 18180.00%0.00%0.00%Q2 2019Q3 202318
BLAIR WILLIAM & CO/IL 18180.00%0.00%0.01%Q2 2019Q3 202318
StoneX Group Inc. 18180.08%0.25%0.38%Q3 2017Q4 202118
Bank of New York Mellon Corp 1210.00%0.00%0.00%Q3 2018Q3 202318
LADENBURG THALMANN FINANCIAL SERVICES INC. 1610.00%0.06%0.17%Q3 2015Q4 201917
CENTRAL TRUST Co 17170.00%0.00%0.00%Q4 2017Q4 202117
Wellington Shields Capital Management, LLC 1430.04%0.05%0.09%Q2 2015Q3 201917
Western Wealth Management, LLC 910.02%0.09%0.30%Q4 2018Q3 202317
CAMG Solamere Management, LLC 17170.11%0.42%1.10%Q3 2017Q3 202117
BARCLAYS PLC 1420.00%0.02%0.22%Q3 2019Q3 202316
Clarus Wealth Advisors 910.10%0.59%1.01%Q2 2018Q2 202316
KING LUTHER CAPITAL MANAGEMENT CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
Sterling Investment Advisors, Ltd. 16160.00%0.00%0.01%Q3 2018Q2 202216
CIBC WORLD MARKET INC. 1150.00%0.00%0.00%Q4 2017Q3 202316
CUE ADVISORY SERVICES, INC. 16161.09%1.53%1.83%Q4 2014Q3 201816
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
1832 Asset Management L.P. 740.00%0.00%0.01%Q1 2017Q1 202316
Zions Bancorporation, N.A. 16160.00%0.00%0.00%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.02%0.03%0.04%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.01%0.02%0.02%Q4 2019Q3 202316
FLAGSHIP HARBOR ADVISORS, LLC 970.00%0.05%0.11%Q3 2018Q3 202316
Sequoia Financial Advisors, LLC 1420.02%0.03%0.04%Q1 2018Q1 202216
Private Wealth Strategies, L.L.C. 16160.15%0.29%0.86%Q4 2019Q3 202316
9258 Wealth Management, LLC 16160.07%0.10%0.18%Q4 2019Q3 202316
MACROVIEW INVESTMENT MANAGEMENT LLC 1410.00%0.01%0.02%Q3 2018Q3 202315
Ayalon Insurance Comp Ltd. 15150.02%0.09%0.87%Q1 2020Q3 202315
OPTIMUM INVESTMENT ADVISORS 15150.00%0.01%0.07%Q2 2020Q4 202315
OSAIC HOLDINGS, INC. 15150.02%0.03%0.05%Q1 2020Q3 202315
PFG Advisors 1320.02%0.49%1.01%Q4 2018Q2 202315
Rockefeller Capital Management L.P. 15150.00%0.02%0.03%Q1 2020Q3 202315
Pacific Wealth Strategies Group, Inc. 15150.26%0.31%0.34%Q4 2016Q2 202015
Arkadios Wealth Advisors 15150.00%0.03%0.07%Q4 2019Q2 202315
Principle Wealth Partners LLC 820.02%0.10%0.32%Q4 2018Q1 202315
CULLEN/FROST BANKERS, INC. 15150.00%0.00%0.00%Q1 2019Q3 202215
Certified Advisory Corp 1140.01%0.03%0.06%Q4 2017Q4 202115
PACIFIC SUN FINANCIAL CORP 610.61%1.12%1.52%Q1 2018Q2 202315
Aptus Capital Advisors, LLC 1410.00%0.00%0.02%Q3 2019Q3 202315
Advisor Group, Inc. 15150.00%0.03%0.07%Q2 2016Q4 201915
Clearstead Advisors, LLC 15150.01%0.01%0.01%Q1 2020Q3 202315
Valeo Financial Advisors, LLC 14140.00%0.03%0.07%Q4 2017Q1 202114
Lehman & Derafelo Financial Resources LLC 1220.00%0.00%0.00%Q4 2018Q3 202214
Evolution Wealth Advisors, LLC 830.01%0.14%1.12%Q4 2018Q2 202314
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14140.02%0.05%0.07%Q3 2016Q4 201914
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Qube Research & Technologies Ltd 1010.00%0.03%0.12%Q4 2019Q3 202314
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q1 2017Q3 202314
HBW ADVISORY SERVICES LLC 710.07%0.77%1.23%Q4 2019Q3 202314
Harel Insurance Investments & Financial Services Ltd. 820.00%0.02%0.08%Q4 2015Q3 202214
Kingsview Wealth Management, LLC 630.01%0.03%0.06%Q1 2019Q3 202314
CREDIT SUISSE AG/ 610.00%0.01%0.02%Q4 2015Q4 202214
Lowe Wealth Advisors, LLC 14140.03%0.16%0.39%Q3 2020Q4 202314
PINNACLE ASSOCIATES LTD 14140.02%0.03%0.04%Q2 2020Q3 202314
Flaharty Asset Management, LLC 14142.51%3.10%3.67%Q4 2017Q1 202114
Parisi Gray Wealth Management 1130.04%0.34%1.26%Q4 2017Q2 202114
LEVEL FOUR ADVISORY SERVICES, LLC 1030.02%0.03%0.03%Q2 2020Q3 202313
Simplicity Solutions, LLC 1110.00%0.07%0.23%Q4 2017Q1 202313
Newbridge Financial Services Group, Inc. 13130.04%0.06%0.10%Q3 2020Q3 202313
Oliver Luxxe Assets LLC 13130.08%0.19%0.30%Q4 2018Q4 202113
WOLVERINE TRADING, LLC 410.00%0.00%0.00%Q2 2017Q3 202013
Well Done, LLC 13130.08%0.13%0.17%Q4 2016Q4 201913
Kestra Advisory Services, LLC 13130.01%0.02%0.02%Q3 2020Q3 202313
ENTERPRISE FINANCIAL SERVICES CORP 13130.00%0.49%1.22%Q4 2018Q4 202113
Choate Investment Advisors 13130.00%0.00%0.01%Q3 2020Q3 202313
FAS Wealth Partners, Inc. 13130.00%0.00%0.01%Q3 2020Q3 202313
IMS Capital Management 510.12%0.18%0.22%Q2 2017Q2 202112
SITTNER & NELSON, LLC 12120.06%0.08%0.11%Q4 2020Q3 202312
MSI Financial Services Inc 12120.00%0.01%0.06%Q1 2014Q4 201612
Wambolt & Associates, LLC 12120.15%0.21%0.26%Q4 2020Q3 202312
Capital Asset Advisory Services LLC 12120.00%0.01%0.02%Q4 2019Q3 202212
Vontobel Holding Ltd. 12120.00%0.01%0.01%Q4 2020Q3 202312
Founders Financial Alliance, LLC 750.07%0.09%0.13%Q3 2020Q3 202312
PROFESSIONAL PLANNING 620.10%2.05%3.63%Q4 2017Q2 202112
Financial Advocates Investment Management 930.02%0.09%0.26%Q1 2020Q3 202312
Ameritas Investment Partners, Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
KINGS POINT CAPITAL MANAGEMENT 1110.00%0.00%0.01%Q1 2018Q1 202212
Ameritas Investment Company, LLC 12120.01%0.08%0.14%Q4 2018Q3 202112
Legacy Wealth Planning, LLC 12120.64%0.85%1.03%Q4 2019Q3 202212
Capital Investment Advisors, LLC 12120.01%0.01%0.02%Q1 2019Q4 202112
WT Wealth Management 11110.12%0.82%1.07%Q3 2019Q1 202211
SUNTRUST BANKS INC 11110.00%0.00%0.02%Q1 2017Q3 201911
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
GOFEN & GLOSSBERG LLC /IL/ 710.01%0.01%0.01%Q2 2019Q4 202211
Country Club Trust Company, n.a. 11110.03%0.04%0.05%Q2 2017Q4 201911
HRT FINANCIAL LP 510.00%0.13%0.60%Q2 2015Q4 202211
LifePlan Financial Group, Inc 11110.03%0.16%0.22%Q1 2018Q3 202011
BB&T SECURITIES, LLC 11110.00%0.00%0.01%Q1 2017Q3 201911
Mascoma Wealth Management LLC 11110.04%0.07%0.10%Q1 2021Q3 202311
Gerber Kawasaki Wealth & Investment Management 11110.02%0.17%0.37%Q1 2021Q3 202311
CAPTRUST FINANCIAL ADVISORS 920.00%0.00%0.00%Q2 2019Q2 202211
Jaffetilchin Investment Partners, LLC 11110.04%0.05%0.05%Q1 2021Q3 202311
WEDBUSH SECURITIES INC 11110.03%0.04%0.05%Q4 2017Q2 202011
Parallel Advisors, LLC 430.00%0.00%0.00%Q1 2019Q3 202311
MATRIX PRIVATE CAPITAL GROUP LLC 11110.17%0.26%0.56%Q4 2019Q2 202211
Integrated Wealth Concepts LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
Allworth Financial LP 830.00%0.00%0.00%Q3 2020Q3 202311
M&R CAPITAL MANAGEMENT INC 1010.00%0.00%0.01%Q2 2016Q3 201911
DEUTSCHE BANK AG\ 610.00%0.00%0.00%Q3 2013Q4 202011
Cavalier Investments, LLC 550.61%1.25%1.94%Q1 2021Q3 202310
Orion Portfolio Solutions, LLC 730.00%0.02%0.03%Q4 2019Q3 202310
NewEdge Advisors, LLC 510.00%0.01%0.02%Q3 2018Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.01%Q1 2021Q3 202310
Lee Financial Group Hawaii, Inc. 913.44%4.67%6.91%Q1 2020Q3 202310
CORRADO ADVISORS, LLC 910.00%0.29%0.44%Q1 2018Q4 202210
OPPENHEIMER & CO INC 710.01%0.01%0.01%Q2 2018Q3 202310
Focused Wealth Management, Inc 10100.00%0.00%0.00%Q3 2018Q4 202010
Meridian Financial Partners LLC 10100.18%0.24%0.46%Q2 2020Q3 202210
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 10100.01%0.01%0.04%Q4 2019Q1 202210
Accel Wealth Management 10100.01%0.02%0.03%Q4 2020Q1 202310
HUNTINGTON NATIONAL BANK 510.00%0.00%0.00%Q4 2018Q3 202310
Prospera Financial Services Inc 610.00%0.05%0.09%Q2 2018Q1 202210
VIVID FINANCIAL MANAGEMENT, INC. 990.08%0.19%0.57%Q4 2019Q4 20219
DB Wealth Management Group, LLC 720.00%0.42%0.91%Q4 2020Q3 20239
AMERICAN INTERNATIONAL GROUP, INC. 630.00%0.00%0.00%Q2 2013Q1 20169
Baker Avenue Asset Management, LP 810.00%0.59%0.82%Q1 2018Q3 20239
PRUDENTIAL FINANCIAL INC 410.00%0.00%0.00%Q3 2020Q3 20239
Magnus Financial Group LLC 990.03%0.11%0.18%Q2 2020Q2 20229
Financial Sense Advisors, Inc. 720.09%0.13%0.27%Q4 2014Q3 20219
VICTORY CAPITAL MANAGEMENT INC 990.00%0.00%0.00%Q3 2017Q3 20199
PSI Advisors, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Sowell Financial Services LLC 720.00%0.04%0.14%Q3 2019Q1 20239
MANUFACTURERS LIFE INSURANCE COMPANY, THE 990.00%0.00%0.00%Q3 2016Q3 20189
Gateway Advisory, LLC 990.14%0.16%0.18%Q4 2013Q4 20159
Cedar Brook Financial Partners, LLC 540.05%0.06%0.08%Q1 2021Q3 20239
BDO Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
GUARDIAN WEALTH ADVISORS, LLC / NC 880.00%0.01%0.02%Q4 2021Q3 20238
Objective Capital Management, LLC 880.18%0.26%0.31%Q4 2021Q3 20238
Cornerstone Wealth Management, LLC 320.01%0.04%0.07%Q2 2018Q3 20238
Private Advisory Group LLC 420.08%0.40%1.00%Q1 2017Q3 20238
Ameritas Advisory Services, LLC 880.02%0.04%0.07%Q4 2021Q3 20238
Brookstone Capital Management 410.00%0.68%2.46%Q1 2015Q1 20228
GUERRA PAN ADVISORS, LLC 880.33%0.39%0.43%Q4 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 620.00%0.03%0.12%Q4 2020Q1 20238
SFI Advisors, LLC 881.58%2.27%2.54%Q4 2021Q3 20238
J Arnold Wealth Management Co 710.01%0.29%0.58%Q4 2019Q4 20228
WBI INVESTMENTS, LLC 620.05%0.23%0.40%Q4 2020Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
MCMILLION CAPITAL MANAGEMENT INC 410.01%0.01%0.01%Q2 2019Q2 20238
Neuberger Berman Group LLC 710.00%0.00%0.00%Q1 2017Q2 20208
SG Americas Securities, LLC 310.00%0.01%0.02%Q2 2014Q1 20208
Ken Stern & Associates, Inc. 880.21%0.24%0.28%Q4 2016Q3 20188
BLB&B Advisors, LLC 440.02%0.02%0.03%Q2 2021Q3 20238
U.S. Capital Wealth Advisors, LLC 880.01%0.02%0.03%Q3 2021Q2 20238
ELEMENT POINTE ADVISORS, LLC 880.24%0.29%0.36%Q3 2019Q2 20218
Virtu Financial LLC 410.02%0.11%0.26%Q2 2016Q4 20198
Sargent Bickham Lagudis LLC 880.00%0.00%0.00%Q2 2016Q1 20188
MERCER GLOBAL ADVISORS INC /ADV 710.00%0.01%0.02%Q4 2020Q1 20238
New England Investment & Retirement Group, Inc. 530.01%3.89%4.98%Q1 2018Q1 20208
Carroll Financial Associates, Inc. 880.00%0.00%0.01%Q1 2020Q4 20218
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Ancora Advisors LLC 880.00%0.00%0.00%Q4 2021Q3 20238
First Horizon Advisors, Inc. 710.01%0.02%0.04%Q2 2018Q3 20238
Fortis Advisors, LLC 880.01%0.21%0.30%Q4 2021Q3 20238
FIRST MIDWEST BANK TRUST DIVISION 880.22%0.37%0.49%Q1 2020Q4 20218
Ranch Capital Advisors Inc. 880.01%0.02%0.02%Q4 2019Q3 20218
Bell Rock Capital LLC 210.01%0.31%0.47%Q2 2017Q3 20227
Anson Capital, Inc. 771.95%2.46%2.84%Q1 2022Q3 20237
All Terrain Financial Advisors, LLC 520.07%0.12%0.18%Q1 2018Q4 20197
TAP Consulting, LLC 610.02%0.29%0.38%Q4 2021Q3 20237
Smithfield Trust Co 770.00%0.00%0.00%Q1 2022Q3 20237
Ruggie Capital Group 770.01%0.01%0.01%Q1 2017Q3 20187
Squar Milner Financial Services LLC 520.01%0.08%0.12%Q2 2018Q1 20207
Q3 Asset Management 320.19%1.38%3.99%Q2 2019Q1 20237
Jackson, Grant Investment Advisers, Inc. 770.00%0.00%0.00%Q1 2021Q3 20227
Royal Fund Management, LLC 770.01%0.01%0.01%Q3 2018Q1 20207
CreativeOne Wealth, LLC 310.06%0.10%0.14%Q2 2020Q2 20237
Tyler-Stone Wealth Management 520.03%0.04%0.04%Q4 2021Q3 20237
Vantage Investment Advisors, LLC 770.01%0.01%0.01%Q1 2017Q3 20187
Selective Wealth Management, Inc. 610.01%0.05%0.09%Q3 2019Q3 20227
Rise Advisors, LLC 770.02%0.03%0.03%Q1 2022Q3 20237
WFG Advisors, LP 770.00%0.01%0.02%Q4 2015Q2 20177
PRINCETON CAPITAL MANAGEMENT LLC 770.00%0.01%0.02%Q1 2018Q3 20197
Atria Wealth Solutions, Inc. 770.02%0.03%0.04%Q1 2022Q3 20237
McKinley Carter Wealth Services, Inc. 610.02%0.03%0.06%Q4 2020Q3 20237
Laffer Tengler Investments, Inc. 770.05%0.12%0.18%Q1 2022Q3 20237
Evercore Wealth Management, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Column Capital Advisors, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
EDMOND DE ROTHSCHILD HOLDING S.A. 310.00%0.00%0.00%Q3 2018Q3 20237
Union Investments & Development Ltd. 770.13%0.18%0.22%Q1 2022Q3 20237
KRAEMATON INVESTMENT ADVISORS, INC 430.22%0.26%0.29%Q4 2021Q3 20237
Belvedere Trading LLC 440.00%0.00%0.00%Q4 2022Q3 20237
Biltmore Family Office, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
RMB Capital Management, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
PRIVATE TRUST CO NA 660.02%0.03%0.04%Q2 2022Q3 20236
Mariner, LLC 510.00%0.00%0.00%Q2 2019Q3 20236
WESPAC Advisors SoCal, LLC 330.01%0.01%0.01%Q3 2017Q1 20196
SOA Wealth Advisors, LLC. 660.02%0.05%0.06%Q2 2022Q3 20236
Wealthfront Advisers LLC 420.00%0.00%0.00%Q1 2022Q3 20236
Atlas Private Wealth Advisors 660.01%0.01%0.02%Q2 2020Q3 20216
Patriot Financial Group Insurance Agency, LLC 660.00%0.03%0.04%Q4 2020Q1 20226
Renaissance Technologies 210.00%0.00%0.00%Q1 2018Q3 20236
Alpha Omega Wealth Management LLC 660.00%0.00%0.00%Q4 2017Q1 20196
WBH ADVISORY INC 330.03%0.03%0.04%Q1 2022Q3 20236
Global Trust Asset Management, LLC 420.16%0.47%0.82%Q2 2018Q4 20196
JMAC ENTERPRISES LLC 510.05%0.84%1.20%Q4 2021Q2 20236
Arete Wealth Advisors, LLC 310.02%0.02%0.03%Q4 2020Q2 20236
Advisor Resource Council 660.12%0.23%0.41%Q1 2022Q2 20236
Addison Advisors LLC 660.01%0.01%0.02%Q1 2022Q2 20236
FormulaFolio Investments, LLC 660.03%0.03%0.04%Q3 2018Q4 20196
TOMPKINS FINANCIAL CORP 660.01%0.01%0.01%Q1 2019Q2 20206
SEI INVESTMENTS CO 660.00%0.00%0.00%Q1 2017Q2 20186
GPS Wealth Strategies Group, LLC 330.00%0.01%0.01%Q1 2022Q3 20236
Verity Asset Management, Inc. 410.15%0.19%0.24%Q4 2017Q3 20236
CVA Family Office, LLC 660.01%0.01%0.01%Q1 2022Q2 20236
BARRETT & COMPANY, INC. 550.01%0.01%0.02%Q3 2022Q3 20235
Institute for Wealth Management, LLC. 550.05%0.07%0.10%Q4 2018Q4 20195
Riggs Asset Managment Co. Inc. 320.01%0.61%1.05%Q4 2014Q3 20225
Clal Insurance Enterprises Holdings Ltd 551.51%1.77%2.60%Q4 2015Q4 20165
Archford Capital Strategies, LLC 550.05%0.05%0.05%Q3 2022Q3 20235
Intrua Financial, LLC 550.07%0.15%0.25%Q2 2020Q2 20215
STAPP WEALTH MANAGEMENT, PLLC 550.88%1.20%1.37%Q3 2022Q3 20235
Capital Analysts, LLC 310.00%0.00%0.01%Q2 2018Q3 20235
Measured Wealth Private Client Group, LLC 550.19%0.21%0.24%Q2 2018Q2 20195
Avestar Capital, LLC 320.08%0.49%0.92%Q4 2018Q2 20215
J.W. COLE ADVISORS, INC. 410.02%0.05%0.06%Q4 2019Q3 20235
New England Private Wealth Advisors LLC 550.05%0.06%0.07%Q3 2022Q3 20235
Mutual Advisors, LLC 320.01%0.12%0.55%Q3 2019Q3 20235
Delta Investment Management, LLC 550.13%0.18%0.24%Q3 2019Q3 20205
Anchor Investment Management, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Stonebridge Capital Advisors LLC 550.00%0.00%0.00%Q1 2021Q1 20225
North Star Investment Management Corp. 550.00%0.00%0.00%Q4 2016Q4 20175
SALEM INVESTMENT COUNSELORS INC 410.01%0.22%0.30%Q2 2016Q3 20235
Ironwood Financial, llc 550.00%0.00%0.00%Q3 2020Q3 20215
MADDEN SECURITIES Corp 310.09%0.14%0.23%Q4 2019Q4 20225
MARK SHEPTOFF FINANCIAL PLANNING, LLC 550.01%0.01%0.01%Q4 2017Q4 20185
Missouri Trust & Investment Co 550.15%0.17%0.19%Q2 2022Q2 20235
BROWN BROTHERS HARRIMAN & CO 410.00%0.00%0.00%Q4 2020Q2 20235
Balboa Wealth Partners 550.15%0.19%0.23%Q3 2022Q3 20235
MANCHESTER FINANCIAL INC 410.00%0.00%0.00%Q2 2019Q3 20205
Engrave Wealth Partners LLC 551.70%2.00%2.40%Q2 2021Q2 20225
Sunbelt Securities, Inc. 320.00%0.01%0.02%Q3 2019Q3 20235
IFC Holdings Incorporated/FL 550.03%0.04%0.04%Q4 2016Q4 20175
Worth Asset Management, LLC 550.00%0.00%0.01%Q2 2022Q2 20235
Old North State Trust, LLC 550.01%0.01%0.01%Q3 2018Q3 20195
AdvisorNet Financial, Inc 320.00%0.03%0.06%Q3 2019Q3 20235
Householder Group Estate & Retirement Specialist, LLC 210.04%0.06%0.10%Q4 2021Q3 20235
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
GREAT VALLEY ADVISOR GROUP, INC. 210.01%0.08%0.18%Q3 2019Q3 20234
Accurate Wealth Management, LLC 310.02%0.22%0.35%Q2 2021Q4 20224
Guardian Wealth Management, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
TWO SIGMA SECURITIES, LLC 110.01%0.07%0.26%Q3 2017Q3 20214
STRINGER ASSET MANAGEMENT, LLC 310.22%3.38%4.82%Q2 2015Q4 20184
BROWN ADVISORY INC 440.00%0.00%0.00%Q4 2022Q3 20234
Thai Life Insurance PCL. 443.57%4.71%6.26%Q4 2016Q3 20174
PICTON MAHONEY ASSET MANAGEMENT 440.01%0.01%0.01%Q4 2022Q3 20234
WADE G W & INC 440.01%0.15%0.20%Q4 2022Q3 20234
TimeScale Financial, Inc. 440.00%0.00%0.00%Q1 2022Q4 20224
Commonwealth Equity Services, Inc 440.00%0.01%0.01%Q4 2016Q3 20174
Y.D. More Investments Ltd 440.02%0.03%0.03%Q4 2022Q3 20234
Sage Capital Advisors,llc 440.08%0.09%0.10%Q4 2022Q3 20234
Secure Asset Management, LLC 220.08%0.11%0.14%Q2 2021Q1 20234
Perigon Wealth Management, LLC 440.05%0.07%0.10%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Savior LLC 440.00%0.00%0.00%Q3 2020Q2 20214
LEVEL FOUR FINANCIAL, LLC 440.09%0.10%0.11%Q4 2020Q3 20214
Jacobi Capital Management LLC 440.00%0.00%0.00%Q4 2018Q3 20194
HF Advisory Group, LLC 440.15%0.25%0.33%Q4 2022Q3 20234
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 440.02%0.02%0.02%Q4 2022Q3 20234
THRIVENT FINANCIAL FOR LUTHERANS 440.00%0.01%0.01%Q1 2019Q4 20194
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 440.16%1.29%1.83%Q4 2022Q3 20234
MARSHALL WACE, LLP 110.00%0.00%0.00%Q1 2019Q1 20224
Prosperity Financial Group, Inc. 440.17%0.22%0.26%Q4 2022Q3 20234
NIEMANN CAPITAL MANAGEMENT INC 312.28%7.10%14.75%Q1 2014Q4 20194
Barnett & Company, Inc. 440.01%0.01%0.01%Q1 2020Q4 20204
NORTHERN CAPITAL MANAGEMENT LLC 440.61%0.80%0.99%Q1 2018Q4 20184
Red Tortoise LLC 440.34%0.35%0.36%Q4 2022Q3 20234
BALYASNY ASSET MANAGEMENT L.P. 210.00%0.01%0.02%Q1 2021Q4 20224
COMERICA SECURITIES,INC. 440.01%0.02%0.02%Q4 2022Q3 20234
OVERSEA-CHINESE BANKING Corp Ltd 440.04%0.07%0.09%Q4 2022Q3 20234
Global Financial Private Capital, Inc 310.00%0.01%0.02%Q3 2017Q2 20194
Financial Freedom, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Parkside Financial Bank & Trust 440.00%0.00%0.00%Q4 2022Q3 20234
Strategic Wealth Partners, Ltd. 440.01%0.02%0.02%Q1 2018Q4 20184
Baldrige Asset Management LLC 440.00%0.00%0.00%Q2 2021Q1 20224
HBK INVESTMENTS L P 310.03%0.10%0.17%Q2 2019Q2 20204
PCG Wealth Advisors, LLC 210.10%0.14%0.16%Q4 2021Q3 20223
Castle Rock Wealth Management, LLC 210.14%0.28%0.37%Q3 2019Q2 20203
M Holdings Securities, Inc. 110.02%0.04%0.06%Q3 2018Q1 20213
FDx Advisors, Inc. 330.01%0.02%0.02%Q4 2016Q2 20173
NVWM, LLC 330.01%0.01%0.01%Q2 2019Q4 20193
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2018Q3 20223
PEAPACK GLADSTONE FINANCIAL CORP 330.01%0.01%0.01%Q1 2023Q3 20233
CARDIFF PARK ADVISORS, LLC 330.00%0.00%0.01%Q4 2021Q2 20223
Affiance Financial, LLC 210.00%0.00%0.00%Q4 2019Q4 20223
Coppell Advisory Solutions LLC 210.04%0.05%0.05%Q4 2022Q3 20233
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Westside Investment Management, Inc. 210.00%0.01%0.01%Q1 2018Q4 20183
EverSource Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
JANUS HENDERSON INVESTORS US LLC 330.00%0.00%0.00%Q3 2016Q1 20173
Ahrens Investment Partners LLC 210.00%0.25%0.72%Q1 2022Q1 20233
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
IFG Advisory, LLC 210.04%0.04%0.05%Q4 2022Q3 20233
Portfolio Strategies, Inc. 210.00%0.81%2.29%Q3 2018Q3 20193
Gradient Investments LLC 210.00%0.00%0.00%Q2 2019Q4 20203
Richard W. Paul & Associates, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Hall Private Wealth Advisors 210.31%1.71%2.82%Q4 2020Q3 20213
HERITAGE WEALTH MANAGEMENT, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Strategic Financial Concepts, LLC 330.09%0.10%0.11%Q1 2023Q3 20233
Fieldpoint Private Securities, LLC 330.02%0.03%0.03%Q4 2021Q2 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Prestige Wealth Management Group LLC 330.01%0.02%0.06%Q4 2018Q2 20193
Atria Investments, Inc 330.01%0.03%0.06%Q3 2019Q1 20203
Raub Brock Capital Management LP 330.05%0.05%0.05%Q2 2019Q4 20193
LVZ, Inc. 330.04%0.10%0.21%Q3 2019Q1 20203
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Better Money Decisions, LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Glass Jacobson Investment Advisors llc 210.01%0.01%0.01%Q4 2022Q3 20233
Prime Capital Investment Advisors, LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Janney Capital Management LLC 210.62%0.92%1.36%Q1 2018Q3 20203
G&S Capital LLC 331.76%1.83%1.90%Q2 2019Q4 20193
Raleigh Capital Management Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Stonehage Fleming Financial Services Holdings Ltd 330.00%0.00%0.00%Q2 2022Q4 20223
MYCIO WEALTH PARTNERS, LLC 330.00%0.02%0.04%Q2 2019Q4 20193
Advisory Alpha, LLC 110.00%0.00%0.00%Q3 2019Q3 20203
Bellwether Investment Group, LLC 210.01%0.02%0.04%Q2 2016Q1 20173
HSBC HOLDINGS PLC 330.00%0.00%0.00%Q1 2021Q3 20213
3EDGE Asset Management, LP 330.39%0.51%0.58%Q3 2021Q1 20223
Financial Architects, Inc 210.01%0.01%0.01%Q4 2016Q2 20203
EMFO, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
ICA Group Wealth Management, LLC 330.01%0.01%0.02%Q4 2022Q2 20233
Phoenix Holdings Ltd. 330.02%0.03%0.04%Q3 2019Q1 20203
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Brinker Capital Investments, LLC 330.05%0.05%0.05%Q4 2020Q2 20213
WCG Wealth Advisors LLC 330.11%0.14%0.16%Q1 2023Q3 20233
BREITER CAPITAL MANAGEMENT INC 210.43%0.48%0.50%Q4 2017Q1 20193
LexAurum Advisors, LLC 210.13%0.46%1.01%Q1 2018Q4 20193
MARINER INDEPENDENT ADVISOR NETWORK, LLC 330.09%0.12%0.15%Q1 2019Q3 20193
JDM Financial Group LLC 330.01%0.01%0.01%Q1 2023Q3 20233
PARAGON FINANCIAL PARTNERS, INC. 330.27%0.28%0.29%Q1 2023Q3 20233
Bison Wealth, LLC 210.00%0.09%0.14%Q2 2022Q3 20233
Snowden Capital Advisors LLC 110.00%0.00%0.01%Q4 2019Q4 20223
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
UMB Bank, n.a. 220.00%0.00%0.00%Q3 2022Q4 20222
Bartlett & Co. LLC 110.00%0.00%0.00%Q1 2020Q1 20232
Mirae Asset Global Investments Co., Ltd. 110.02%0.04%0.06%Q3 2019Q2 20212
Procyon Advisors, LLC 220.01%0.01%0.02%Q4 2019Q1 20202
Marks Wealth, LLC 222.37%3.12%3.87%Q4 2020Q1 20212
ALLIANCEBERNSTEIN L.P. 220.00%0.00%0.00%Q1 2022Q2 20222
TEXAS PERMANENT SCHOOL FUND CORP 220.00%0.00%0.00%Q2 2023Q3 20232
TCG Advisors, LP 220.02%0.02%0.02%Q1 2019Q2 20192
Claraphi Advisory Network, LLC 110.02%0.02%0.02%Q3 2019Q1 20202
Advanced Asset Management Advisors Inc 110.01%0.01%0.01%Q4 2019Q4 20222
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 222.66%2.78%2.90%Q4 2019Q1 20202
PERSONAL CFO SOLUTIONS, LLC 220.07%0.07%0.08%Q3 2019Q4 20192
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 221.81%1.89%1.98%Q3 2019Q4 20192
Intelligent Financial Strategies 220.02%0.02%0.02%Q4 2021Q1 20222
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Beaumont Financial Partners, LLC 220.02%0.02%0.02%Q3 2019Q4 20192
XR Securities LLC 220.07%0.08%0.09%Q1 2020Q2 20202
Horan Securities, Inc. 220.00%0.00%0.01%Q1 2023Q2 20232
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20222
WATERS PARKERSON & CO., LLC 220.02%0.03%0.04%Q4 2015Q1 20162
EXANE DERIVATIVES 220.04%0.06%0.07%Q1 2022Q2 20222
McClarren Financial Advisors, Inc. 220.04%0.05%0.05%Q3 2022Q4 20222
TruWealth Advisors, LLC 220.04%0.04%0.05%Q4 2020Q1 20212
Castleview Partners, LLC 220.00%0.08%0.15%Q1 2022Q2 20222
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Heirloom Wealth Management 111.82%2.05%2.27%Q1 2023Q3 20232
ACCESS FINANCIAL SERVICES, INC. 220.44%0.47%0.50%Q2 2021Q3 20212
OXFORD FINANCIAL GROUP, LTD. LLC 220.00%0.00%0.00%Q2 2022Q3 20222
ExodusPoint Capital Management, LP 110.00%0.00%0.01%Q3 2021Q1 20222
MGO ONE SEVEN LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Kraft, Davis & Associates, LLC 222.66%2.70%2.74%Q2 2023Q3 20232
RESOURCES MANAGEMENT CORP /CT/ /ADV 220.00%0.00%0.00%Q4 2020Q1 20212
SIGNET FINANCIAL MANAGEMENT, LLC 220.02%0.02%0.02%Q3 2017Q4 20172
Beacon Financial Advisory LLC 110.23%0.23%0.24%Q4 2019Q2 20202
Wealthcare Advisory Partners LLC 220.00%0.01%0.01%Q1 2021Q2 20212
Herold Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
CYPRESS ASSET MANAGEMENT INC/TX 220.09%0.09%0.09%Q1 2023Q2 20232
Financial Gravity Asset Management, Inc. 220.08%0.12%0.17%Q3 2019Q4 20192
LGL PARTNERS, LLC 220.28%0.43%0.57%Q2 2020Q3 20202
Mezzasalma Advisors, LLC 220.12%0.13%0.13%Q1 2021Q2 20212
Rollins Financial 220.11%0.13%0.14%Q1 2022Q2 20222
Redhawk Wealth Advisors, Inc. 220.50%0.65%0.80%Q3 2019Q4 20192
Eagle Strategies LLC 220.31%0.37%0.43%Q2 2022Q3 20222
Melone Private Wealth, LLC 220.26%0.27%0.28%Q4 2021Q1 20222
Financial Services Advisory Inc 220.58%0.79%1.00%Q2 2019Q3 20192
Cooper Financial Group 220.04%0.04%0.05%Q1 2021Q2 20212
Winfield Associates, Inc. 220.01%0.01%0.01%Q3 2017Q4 20172
Essex Financial Services, Inc. 220.07%0.09%0.11%Q2 2018Q3 20182
Gryphon Financial Partners LLC 220.00%0.00%0.00%Q4 2017Q1 20182
CALTON & ASSOCIATES, INC. 110.00%0.02%0.04%Q4 2017Q4 20192
Freedom Investment Management, Inc. 220.03%0.10%0.18%Q3 2019Q4 20192
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Teamwork Financial Advisors, LLC 220.16%0.19%0.22%Q4 2022Q1 20232
VERUS CAPITAL PARTNERS, LLC 220.06%0.06%0.06%Q4 2019Q1 20202
Nemes Rush Group LLC 220.02%0.02%0.02%Q2 2023Q3 20232
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
CoreFirst Bank & Trust 220.04%0.05%0.05%Q2 2023Q3 20232
Truadvice, LLC 220.05%0.06%0.07%Q1 2021Q2 20212
BAROMETER CAPITAL MANAGEMENT INC. 110.19%0.31%0.44%Q3 2018Q3 20192
Compagnie Lombard Odier SCmA 220.00%0.00%0.00%Q2 2022Q3 20222
STEPHENS INC /AR/ 220.05%0.05%0.06%Q1 2021Q2 20212
NORTHSTAR WEALTH PARTNERS LLC 110.34%0.44%0.54%Q1 2017Q2 20182
WealthShield Partners, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Hilltop Holdings Inc. 110.04%0.16%0.29%Q2 2015Q3 20182
Catalyst Wealth Management, LLC 220.87%0.94%1.00%Q4 2022Q1 20232
Montecito Bank & Trust 220.09%0.12%0.14%Q3 2019Q4 20192
ETF Store, Inc. 220.22%0.23%0.25%Q2 2023Q3 20232
Total Clarity Wealth Management, Inc. 110.04%0.64%1.24%Q4 2019Q2 20222
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q1 2018Q2 20192
NATIONAL PLANNING CORP 220.02%0.03%0.03%Q2 2017Q3 20172
Penserra Capital Management LLC 110.05%0.10%0.15%Q1 2018Q3 20192
TOTH FINANCIAL ADVISORY CORP 220.00%0.00%0.00%Q2 2023Q3 20232
Jefferies Group LLC 110.00%0.01%0.01%Q1 2018Q2 20192
Sound Income Strategies, LLC 110.00%0.00%0.00%Q4 2019Q4 20222
FIRST FOUNDATION ADVISORS 220.01%0.01%0.01%Q2 2023Q3 20232
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Independent Advisor Alliance 110.04%0.04%0.04%Q4 2019Q4 20191
OneDigital Investment Advisors LLC 110.09%0.09%0.09%Q3 2017Q3 20171
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q4 2017Q4 20171
MBE Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
RAYMOND JAMES TRUST N.A. 110.01%0.01%0.01%Q2 2023Q2 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
WealthOne, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
DRW Securities, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
FIRST FINANCIAL EQUITY CORPORATION 110.06%0.06%0.06%Q1 2017Q1 20171
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Bryn Mawr Capital Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Fortitude Advisory Group L.L.C. 110.00%0.00%0.00%Q1 2022Q1 20221
Atlas Private Wealth Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
TRUEWEALTH LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Crabel Capital Management, LLC 110.15%0.15%0.15%Q2 2023Q2 20231
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
COWA, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Capital Wealth Planning, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q4 2018Q4 20181
FLOW TRADERS U.S. LLC 110.10%0.10%0.10%Q3 2021Q3 20211
Watson Rebecca 110.09%0.09%0.09%Q2 2020Q2 20201
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
L.M. KOHN & COMPANY 110.17%0.17%0.17%Q1 2022Q1 20221
NEIRG Wealth Management, LLC 111.05%1.05%1.05%Q2 2023Q2 20231
Antonetti Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
IRON Financial LLC 110.12%0.12%0.12%Q4 2020Q4 20201
Curi Wealth Management, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
SEAVIEW INVESTMENT MANAGERS LLC 110.24%0.24%0.24%Q2 2021Q2 20211
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.18%0.18%0.18%Q2 2020Q2 20201
TELEMUS CAPITAL, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Nauset Wealth Management. LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Heritage Financial Services, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Golden State Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
TUCKER ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q1 2023Q1 20231
CLOUGH CAPITAL PARTNERS L P 111.54%1.54%1.54%Q1 2022Q1 20221
Darwin Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Archer Investment Corp 110.00%0.00%0.00%Q3 2019Q3 20191
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
McElhenny Sheffield Capital Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Bay Harbor Wealth Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Avior Wealth Management, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Delek Group, Ltd. 110.04%0.04%0.04%Q2 2019Q2 20191
HOWE & RUSLING INC 110.00%0.00%0.00%Q4 2016Q4 20161
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Fortis Capital Management LLC 111.46%1.46%1.46%Q3 2020Q3 20201
ATWOOD & PALMER INC 110.00%0.00%0.00%Q4 2022Q4 20221
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Inscription Capital, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
InterOcean Capital Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
MACQUARIE GROUP LTD 110.00%0.00%0.00%Q3 2019Q3 20191
Merit Financial Group, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Alpine Global Management, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Berman Capital Advisors, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
EP Wealth Advisors, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
ONE PLUS ONE WEALTH MANAGEMENT, LLC 114.50%4.50%4.50%Q2 2023Q2 20231
Chicago Partners Investment Group LLC 110.00%0.00%0.00%Q3 2017Q3 20171
FLAGSTAR ADVISORS INC 110.08%0.08%0.08%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
Arlington Capital Management, Inc. 119.31%9.31%9.31%Q1 2019Q1 20191
CHATHAM CAPITAL GROUP, INC. 110.11%0.11%0.11%Q1 2020Q1 20201
Allred Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Vanguard Capital Wealth Advisors 110.47%0.47%0.47%Q4 2017Q4 20171
LIBERTY WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Foundations Investment Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Cherry Tree Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TWO SIGMA INVESTMENTS, LP 110.01%0.01%0.01%Q3 2023Q3 20231
Versant Capital Management, Inc 110.00%0.00%0.00%Q2 2021Q2 20211
Good Life Advisors, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
FIDUCIARY TRUST INTERNATIONAL LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Headlands Technologies LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Diversified, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
SCOTIA CAPITAL INC. 110.00%0.00%0.00%Q4 2020Q4 20201
GREENWOOD CAPITAL ASSOCIATES LLC 110.40%0.40%0.40%Q2 2020Q2 20201
Stratos Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
WestHill Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
FIRST HAWAIIAN BANK 110.00%0.00%0.00%Q3 2018Q3 20181
Per Stirling Capital Management, LLC. 110.05%0.05%0.05%Q4 2022Q4 20221
Sterling Global Strategies LLC 110.40%0.40%0.40%Q4 2018Q4 20181
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q2 20181
Proficio Capital Partners LLC 110.00%0.00%0.00%Q1 2019Q1 20191
BRIGHTON JONES LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Peak Capital Management LLC 110.00%0.00%0.00%Q2 2018Q2 20181
GRAND WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Coppell Advisory Solutions Corp. 110.05%0.05%0.05%Q4 2022Q4 20221
WEALTHSOURCE PARTNERS, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Riverview Trust Co 110.04%0.04%0.04%Q4 2018Q4 20181
TWO SIGMA ADVISERS, LP 110.00%0.00%0.00%Q3 2023Q3 20231
ACG Wealth 110.22%0.22%0.22%Q4 2021Q4 20211
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Claybrook Capital, LLC 110.14%0.14%0.14%Q4 2018Q4 20181
Acorn Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
OLD MISSION CAPITAL LLC 110.08%0.08%0.08%Q2 2022Q2 20221
JANUS HENDERSON GROUP PLC 110.00%0.00%0.00%Q2 2017Q2 20171
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Weiss Multi-Strategy Advisers LLC 110.17%0.17%0.17%Q3 2019Q3 20191
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.04%0.04%0.04%Q4 2016Q4 20161
Impact Partnership Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Level Financial Advisors 110.00%0.00%0.00%Q2 2022Q2 20221
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Ameliora Wealth Management Ltd. 110.48%0.48%0.48%Q4 2021Q4 20211
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Cresset Asset Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Shepherd Financial Partners LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Independent Portfolio Consultants, Inc. 110.01%0.01%0.01%Q2 2017Q2 20171
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Grant Street Asset Management, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Peoples Bank/KS 110.01%0.01%0.01%Q4 2023Q4 20231
IronBridge Private Wealth, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
San Luis Wealth Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Quaker Wealth Management, LLC 110.75%0.75%0.75%Q4 2019Q4 20191
Merrion Investment Management Co, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
WFA of San Diego, LLC 110.10%0.10%0.10%Q2 2020Q2 20201
Kowal Investment Group, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Doyle Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Price Capital Management, Inc. 112.17%2.17%2.17%Q3 2017Q3 20171
OLD NATIONAL BANCORP /IN/ 110.04%0.04%0.04%Q2 2022Q2 20221
Meiji Yasuda Life Insurance Co 110.23%0.23%0.23%Q3 2016Q3 20161
ASSETMARK, INC 110.00%0.00%0.00%Q1 2021Q1 20211
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
Maltin Wealth Management, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
RMR Wealth Builders 110.00%0.00%0.00%Q1 2021Q1 20211
Black Swift Group, LLC 110.86%0.86%0.86%Q2 2020Q2 20201
TRUST CO OF VERMONT 110.00%0.00%0.00%Q3 2022Q3 20221
Apollon Wealth Management, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Houlihan Financial Resource Group, Ltd. 110.01%0.01%0.01%Q2 2023Q2 20231
Compass Financial Group, Inc. 110.91%0.91%0.91%Q2 2021Q2 20211
Banco BTG Pactual S.A. 110.77%0.77%0.77%Q1 2022Q1 20221
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
TRUST CO OF TOLEDO NA /OH/ 110.04%0.04%0.04%Q4 2023Q4 20231
Burleson & Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Connectus Wealth, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q4 2016Q4 20161
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SYNOVUS FINANCIAL CORP 110.01%0.01%0.01%Q1 2022Q1 20221
BESSEMER GROUP INC 110.09%0.09%0.09%Q3 2017Q3 20171
CATALYST PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
NORTHERN TRUST CORP 110.00%0.00%0.00%Q3 2023Q3 20231
External links

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