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%0.00%0.01%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.03%0.18%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
PHILLIPS FINANCIAL MANAGEMENT, LLC 42420.22%0.64%1.44%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
Efficient Advisors, LLC 41410.03%0.18%0.34%Q3 2013Q3 202341
ASSETMARK, INC 41410.00%0.19%0.53%Q3 2013Q3 202341
Gradient Investments LLC 24170.00%0.02%0.34%Q2 2013Q3 202341
Pure Financial Advisors, LLC 22180.47%3.16%9.75%Q2 2013Q4 202340
LINCOLN NATIONAL CORP 40403.92%9.32%25.57%Q4 2013Q3 202340
ENVESTNET ASSET MANAGEMENT INC 2840.00%0.01%0.02%Q2 2013Q3 202340
Beacon Capital Management, Inc. 3090.00%0.03%0.25%Q4 2013Q3 202339
Smithfield Trust Co 37370.00%0.01%0.02%Q2 2013Q2 202237
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1910.00%0.00%0.00%Q2 2013Q3 202335
Homrich & Berg 3210.01%0.02%0.05%Q2 2013Q3 202133
Raymond James Financial Services Advisors, Inc. 33330.00%0.01%0.05%Q3 2015Q3 202333
PNC FINANCIAL SERVICES GROUP, INC. 2520.00%0.00%0.00%Q2 2013Q3 202332
Cambridge Investment Research Advisors, Inc. 2750.00%0.02%0.06%Q3 2014Q3 202332
JANE STREET GROUP, LLC 1610.00%0.01%0.04%Q3 2014Q3 202331
Stonehage Fleming Financial Services Holdings Ltd 31310.00%0.05%0.10%Q1 2016Q3 202331
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 30300.00%0.16%0.32%Q2 2016Q3 202330
Creative Planning 1010.00%0.00%0.01%Q2 2013Q3 202330
RAYMOND JAMES & ASSOCIATES 1860.00%0.01%0.02%Q2 2013Q3 202330
IFP Advisors, Inc 1710.00%0.02%0.08%Q4 2015Q3 202329
Citadel Advisors 810.00%0.00%0.01%Q2 2015Q3 202329
JPMORGAN CHASE & CO 1360.00%0.00%0.01%Q2 2013Q3 202329
Global Retirement Partners, LLC 28280.01%0.03%0.18%Q4 2016Q3 202328
GOLDMAN SACHS GROUP INC 1910.00%0.00%0.01%Q2 2013Q3 202328
BANK OF MONTREAL /CAN/ 1420.00%0.00%0.01%Q2 2013Q3 202328
NEXT Financial Group, Inc 14130.00%0.04%0.09%Q3 2014Q4 202127
B. Riley Wealth Advisors, Inc. 2510.00%0.04%0.12%Q2 2014Q3 202327
First Allied Advisory Services, Inc. 1410.01%0.05%0.11%Q2 2013Q3 202027
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.06%Q2 2013Q4 201927
Stadion Money Management, LLC 27270.18%1.54%7.03%Q1 2017Q3 202327
MML INVESTORS SERVICES, LLC 26260.01%0.04%0.09%Q2 2017Q3 202326
Private Advisor Group, LLC 2110.00%0.11%0.39%Q1 2017Q3 202325
CWM, LLC 1010.00%0.00%0.02%Q1 2016Q3 202325
TIAA, FSB 25250.03%0.10%0.29%Q2 2017Q2 202325
Lattice Strategies LLC 24240.21%0.78%1.05%Q2 2013Q1 201924
Willow Creek Wealth Management Inc. 24241.79%4.12%6.55%Q4 2017Q3 202324
Concorde Asset Management, LLC 1860.14%0.53%1.06%Q4 2014Q4 202024
Larson Financial Group LLC 24240.05%1.47%3.34%Q4 2017Q3 202324
McCollum Christoferson Group LLC 24240.30%0.40%0.56%Q4 2017Q3 202324
Winch Advisory Services, LLC 24240.10%0.29%0.44%Q4 2017Q3 202324
Focused Wealth Management, Inc 24240.00%0.45%2.98%Q4 2017Q3 202324
NORTHWEST WEALTH MANAGEMENT, LLC 23230.20%1.15%2.12%Q1 2018Q3 202323
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1810.00%0.00%0.01%Q2 2013Q3 202323
AE Wealth Management LLC 2210.01%0.03%0.11%Q2 2017Q3 202323
Continuum Advisory, LLC 23230.22%0.72%1.95%Q1 2018Q3 202323
SigFig Wealth Management, LLC 23230.10%0.21%0.59%Q1 2018Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
CAPTRUST FINANCIAL ADVISORS 2010.00%0.01%0.04%Q3 2017Q3 202323
Transamerica Financial Advisors, Inc. 1220.00%0.10%0.71%Q2 2013Q3 202322
Charles Schwab Investment Advisory, Inc. 22220.02%0.52%1.09%Q2 2018Q3 202322
RITHOLTZ WEALTH MANAGEMENT 2010.01%0.37%3.09%Q4 2016Q3 202322
Steward Partners Investment Advisory, LLC 1650.00%0.00%0.00%Q3 2017Q1 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.02%Q3 2018Q3 202321
Patriot Financial Group Insurance Agency, LLC 21210.00%0.06%0.15%Q3 2018Q3 202321
First Command Financial Services, Inc. 21210.00%0.12%0.43%Q4 2016Q4 202121
First Command Bank 21210.00%0.14%0.43%Q4 2016Q4 202121
DEUTSCHE BANK AG\ 2010.00%0.00%0.00%Q4 2014Q4 202221
Janney Montgomery Scott LLC 21210.00%0.02%0.04%Q3 2018Q3 202321
Advisors Asset Management, Inc. 21210.00%0.01%0.01%Q3 2018Q3 202321
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 21210.00%0.06%0.16%Q2 2018Q2 202321
Westover Capital Advisors, LLC 20200.56%1.24%1.71%Q4 2017Q3 202220
Capital Analysts, LLC 1910.00%0.93%2.01%Q4 2015Q3 202320
COMMONWEALTH EQUITY SERVICES, LLC 1550.00%0.01%0.02%Q4 2017Q3 202320
Fort Point Capital Partners LLC 20200.12%1.13%2.18%Q4 2013Q3 201820
Kohmann Bosshard Financial Services, LLC 20200.09%0.21%0.51%Q4 2018Q3 202320
Simplicity Solutions, LLC 1810.01%0.18%0.88%Q2 2018Q3 202320
RFG Advisory, LLC 20200.01%0.14%0.28%Q4 2017Q3 202220
UBP Investment Advisors SA 20204.78%8.04%11.15%Q4 2017Q3 202220
FMR LLC 1640.00%0.00%0.00%Q3 2018Q3 202320
Aspire Private Capital, LLC 20200.00%1.17%2.27%Q4 2018Q3 202320
ERn Financial, LLC 20200.88%1.54%3.14%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.02%0.06%Q4 2017Q3 202220
FIRST NATIONAL CORP /MA/ /ADV 20200.12%0.19%0.53%Q4 2018Q3 202320
ALESCO ADVISORS LLC 19190.01%0.05%0.10%Q1 2018Q3 202219
AdvisorNet Financial, Inc 1810.00%0.09%0.30%Q4 2017Q3 202319
HSBC HOLDINGS PLC 19190.00%0.00%0.00%Q3 2014Q1 201919
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
M&T BANK CORP 19190.00%0.01%0.02%Q2 2013Q4 201719
Advisory Services Network, LLC 1810.00%0.02%0.05%Q2 2018Q1 202319
Veritable, L.P. 19190.01%0.06%0.22%Q4 2018Q2 202319
FLAGSHIP HARBOR ADVISORS, LLC 18180.00%0.04%0.11%Q2 2018Q3 202218
Commonwealth Equity Services, Inc 18180.00%0.01%0.02%Q2 2013Q3 201718
US BANCORP \DE\ 1410.00%0.00%0.00%Q4 2017Q3 202318
Savant Capital, LLC 18180.01%0.06%0.16%Q2 2019Q3 202318
Realta Investment Advisors 1440.00%0.13%0.26%Q1 2019Q3 202318
THOROUGHBRED FINANCIAL SERVICES, LLC 1710.03%0.10%0.17%Q1 2019Q3 202318
BEACON TRUST CO 17170.73%1.22%1.72%Q1 2013Q1 201717
NOMURA ASSET MANAGEMENT CO LTD 820.00%0.01%0.03%Q2 2013Q3 202317
Cetera Advisor Networks LLC 17170.01%0.01%0.01%Q3 2019Q3 202317
Financial Enhancement Group LLC 17170.00%3.65%8.99%Q4 2017Q4 202117
BlackRock Inc. 1610.00%0.00%0.00%Q4 2016Q1 202317
Valtinson Bruner Financial Planning LLC 17171.79%3.03%5.42%Q3 2019Q3 202317
Cambria Investment Management, L.P. 1220.01%0.63%2.06%Q4 2014Q3 202017
Aptus Capital Advisors, LLC 17170.00%0.01%0.02%Q3 2019Q3 202317
HighTower Advisors, LLC 1010.00%0.01%0.01%Q2 2013Q2 202316
Benchmark Wealth Management, LLC 16160.15%0.20%0.25%Q4 2019Q3 202316
Parallel Advisors, LLC 880.00%0.00%0.00%Q2 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.13%0.19%0.28%Q2 2013Q1 201716
S.A. Mason LLC 16160.09%0.12%0.18%Q4 2019Q3 202316
Cordant, Inc. 16160.03%0.32%0.56%Q4 2019Q3 202316
Verde Capital Management 16160.34%0.87%1.50%Q4 2019Q3 202316
Geneos Wealth Management Inc. 16160.00%0.05%0.12%Q4 2019Q3 202316
Blueprint Investment Partners LLC 16160.33%2.54%6.25%Q4 2019Q3 202316
NewSquare Capital LLC 840.00%0.50%4.70%Q1 2016Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.02%Q4 2019Q3 202316
Tempus Wealth Planning, LLC 16160.23%2.34%3.66%Q4 2019Q3 202316
Stratos Wealth Partners, LTD. 1210.01%0.08%0.28%Q4 2017Q4 202215
McNaughton Wealth Management, LLC 15150.96%1.82%1.99%Q4 2019Q2 202315
MSI Financial Services Inc 15150.00%0.03%0.06%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
TOWNSQUARE CAPITAL LLC 15150.01%0.21%0.72%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.04%0.06%Q1 2020Q3 202315
FLOW TRADERS U.S. LLC 510.00%0.17%0.54%Q3 2016Q2 202315
PRUDENTIAL FINANCIAL INC 15150.00%0.00%0.01%Q1 2020Q3 202315
FinTrust Capital Advisors, LLC 15150.00%0.01%0.01%Q4 2018Q2 202215
COMERICA SECURITIES,INC. 14140.02%0.04%0.06%Q2 2020Q3 202314
Capital Advisory Group Advisory Services, LLC 14140.31%0.39%0.48%Q2 2020Q3 202314
Capital Investment Advisory Services, LLC 14140.00%0.00%0.00%Q4 2018Q1 202214
BEACON INVESTMENT ADVISORY SERVICES, INC. 14140.04%0.43%1.00%Q2 2016Q3 201914
Voya Financial Advisors, Inc. 950.02%0.09%0.15%Q4 2016Q1 202114
OneDigital Investment Advisors LLC 1310.00%0.05%0.15%Q2 2018Q3 202314
Rockefeller Capital Management L.P. 14140.00%0.00%0.00%Q3 2019Q4 202214
Cetera Advisors LLC 1110.01%0.02%0.04%Q1 2019Q3 202314
Global Financial Private Capital, Inc 14140.41%0.52%0.64%Q1 2017Q2 202014
Samalin Investment Counsel, LLC 14140.14%0.28%0.43%Q4 2019Q1 202314
Wealth Advisory Solutions, LLC 860.00%0.26%0.50%Q4 2019Q2 202314
CENTAURUS FINANCIAL, INC. 910.01%0.07%0.10%Q1 2018Q2 202314
Jacobi Capital Management LLC 13130.04%0.06%0.08%Q3 2020Q3 202313
Ridgewood Investments LLC 13130.17%0.30%0.38%Q3 2020Q3 202313
Financial Advocates Investment Management 850.02%0.17%1.38%Q4 2017Q3 202213
COMERICA BANK 1010.00%0.00%0.00%Q2 2013Q3 202313
JNBA Financial Advisors 720.00%0.01%0.04%Q1 2018Q3 202313
Strategic Investment Advisors / MI 13130.06%0.12%0.19%Q4 2018Q4 202113
Tower Research Capital LLC (TRC) 1010.00%0.00%0.00%Q1 2014Q3 202313
Western Wealth Management, LLC 850.03%0.08%0.16%Q2 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.00%0.12%0.31%Q3 2020Q3 202313
Legacy Private Trust Co. 710.03%0.15%0.32%Q1 2016Q3 202313
Investors Research Corp 13130.01%0.01%0.02%Q3 2020Q3 202313
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1210.00%0.00%0.00%Q1 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.05%0.10%Q3 2020Q3 202313
WOLVERINE TRADING, LLC 610.00%0.01%0.02%Q2 2016Q3 202213
Ellis Investment Partners, LLC 12120.02%0.08%0.16%Q4 2020Q3 202312
CHATHAM CAPITAL GROUP, INC. 12120.60%1.22%2.13%Q4 2014Q3 201712
GUGGENHEIM CAPITAL LLC 12120.00%0.02%0.03%Q1 2018Q4 202012
Clearstead Advisors, LLC 12120.00%0.00%0.00%Q1 2020Q4 202212
Insight Advisors, LLC/ PA 12120.63%0.77%0.95%Q4 2020Q3 202312
Charles Schwab Trust Co 1110.03%0.98%2.29%Q3 2019Q3 202212
Destiny Wealth Partners, LLC 12120.14%1.36%3.18%Q4 2020Q3 202312
CREATIVE FINANCIAL DESIGNS INC /ADV 820.00%0.34%2.28%Q3 2019Q3 202312
Accel Wealth Management 12120.01%0.07%0.29%Q4 2020Q3 202312
Cetera Investment Advisers 12120.01%0.05%0.11%Q4 2020Q3 202312
Southland Equity Partners LLC 12120.36%0.53%0.64%Q4 2020Q3 202312
Avior Wealth Management, LLC 12120.00%0.03%0.06%Q4 2020Q3 202312
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.01%0.01%Q4 2016Q3 201912
Quad-Cities Investment Group, LLC 12120.26%1.27%2.07%Q4 2020Q3 202312
Equitable Holdings, Inc. 1020.00%0.01%0.02%Q2 2020Q3 202312
Wealthcare Advisory Partners LLC 750.01%0.10%0.51%Q3 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Allworth Financial LP 12120.00%0.01%0.03%Q4 2020Q3 202312
North Star Investment Management Corp. 1110.00%0.00%0.01%Q3 2016Q3 201912
Stonehearth Capital Management, LLC 12120.23%0.37%0.52%Q3 2019Q2 202212
Bay Harbor Wealth Management, LLC 12120.04%0.50%1.10%Q4 2018Q3 202112
Virtu KCG Holdings LLC 530.01%0.02%0.04%Q3 2013Q1 201712
Bridge Advisory, LLC 12121.94%4.80%7.97%Q4 2020Q3 202312
Carmichael Hill & Associates, Inc. 11110.01%0.01%0.02%Q4 2019Q2 202211
EP Wealth Advisors, LLC 11110.01%0.02%0.04%Q4 2019Q2 202211
MERCER GLOBAL ADVISORS INC /ADV 910.00%0.02%0.05%Q4 2019Q3 202311
Navalign, LLC 11110.10%0.56%3.17%Q1 2021Q3 202311
NWAM LLC 830.02%0.03%0.03%Q4 2020Q3 202311
Gerber Kawasaki Wealth & Investment Management 11110.08%1.39%3.52%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.01%0.02%Q1 2021Q3 202311
FIFTH THIRD BANCORP 610.00%0.00%0.00%Q4 2015Q3 202311
Intrua Financial, LLC 11110.08%0.38%1.25%Q2 2020Q4 202211
Prentice Wealth Management LLC 11111.45%5.53%14.31%Q1 2021Q3 202311
Good Life Advisors, LLC 11110.05%0.34%0.78%Q1 2021Q3 202311
AVANTAX ADVISORY SERVICES, INC. 1010.00%0.02%0.05%Q3 2020Q3 202311
ADIRONDACK TRUST CO 11110.01%0.02%0.02%Q1 2021Q3 202311
IFG Advisory, LLC 11110.03%0.10%0.31%Q1 2021Q3 202311
STEPHENS INC /AR/ 11110.01%0.09%0.17%Q2 2020Q4 202211
AlphaStar Capital Management, LLC 11110.04%0.52%1.22%Q1 2018Q3 202011
Beacon Financial Advisory LLC 11110.11%0.25%0.58%Q4 2019Q2 202211
Renaissance Technologies 740.00%0.00%0.01%Q2 2020Q1 202311
LifePlan Financial Group, Inc 11110.00%0.00%0.01%Q1 2018Q3 202011
Running Point Capital Advisors, LLC 10100.00%0.20%0.92%Q2 2021Q3 202310
MANUFACTURERS LIFE INSURANCE COMPANY, THE 10100.00%0.00%0.00%Q2 2016Q3 201810
Brinker Capital Investments, LLC 910.00%0.13%0.19%Q3 2017Q1 202010
TWO SIGMA SECURITIES, LLC 410.00%0.02%0.04%Q1 2017Q3 202310
STIFEL FINANCIAL CORP 810.00%0.00%0.00%Q4 2018Q3 202310
LEGG MASON, INC. 10100.02%5.67%12.68%Q1 2018Q2 202010
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
KESTRA PRIVATE WEALTH SERVICES, LLC 910.01%0.08%0.26%Q3 2020Q3 202310
Integrated Wealth Concepts LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Private Portfolio Partners LLC 10100.07%0.23%0.40%Q2 2021Q3 202310
Qube Research & Technologies Ltd 10100.00%0.03%0.27%Q2 2021Q3 202310
Aveo Capital Partners, LLC 510.09%0.45%1.45%Q2 2019Q1 202210
Lake Point Wealth Management 520.00%0.05%0.44%Q4 2018Q2 202210
PARK AVENUE SECURITIES LLC 10100.01%0.03%0.05%Q3 2019Q4 202110
FIFTH THIRD SECURITIES, INC. 640.03%0.24%0.40%Q1 2021Q3 202310
Capital Asset Advisory Services LLC 990.05%0.08%0.11%Q4 2019Q4 20219
Clearstead Trust, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Castleview Partners, LLC 810.02%0.06%0.19%Q2 2021Q3 20239
Sigma Planning Corp 610.01%0.01%0.02%Q4 2017Q1 20229
Banco Santander, S.A. 990.00%0.00%0.01%Q3 2021Q3 20239
Prospera Financial Services Inc 420.03%0.32%0.51%Q1 2018Q3 20239
Bell Rock Capital LLC 990.01%0.14%0.27%Q4 2017Q4 20199
Baird Financial Group, Inc. 720.00%0.00%0.00%Q3 2015Q2 20229
PEAPACK GLADSTONE FINANCIAL CORP 540.01%0.02%0.02%Q1 2015Q3 20239
Pinnacle Advisory Group, Inc. 990.02%0.02%0.02%Q1 2019Q1 20219
NewEdge Advisors, LLC 990.00%0.01%0.02%Q3 2021Q3 20239
Hilltop Holdings Inc. 990.03%0.11%0.15%Q1 2021Q1 20239
Glassman Wealth Services 810.00%0.02%0.04%Q1 2020Q1 20239
Belpointe Asset Management LLC 610.01%0.02%0.03%Q3 2018Q1 20239
First Heartland Consultants, Inc. 410.01%0.76%1.96%Q2 2013Q4 20219
Northwest Capital Management Inc 990.20%0.83%1.56%Q3 2021Q3 20239
FLAGSTAR ADVISORS INC 990.13%0.45%0.93%Q3 2021Q3 20239
SIMPLEX TRADING, LLC 540.00%0.00%0.00%Q2 2021Q3 20239
Emerson Wealth, LLC 990.37%0.48%0.77%Q4 2018Q4 20209
Merriman Wealth Management, LLC 420.31%1.28%1.83%Q2 2018Q2 20238
IHT Wealth Management, LLC 410.00%0.06%0.13%Q2 2017Q3 20228
Detalus Advisors, LLC 710.17%0.37%1.41%Q2 2021Q3 20238
PSI Advisors, LLC 880.00%0.00%0.00%Q3 2021Q2 20238
GeoWealth Management, LLC 610.06%0.11%0.19%Q3 2019Q4 20218
Treasure Coast Financial Planning 884.42%6.07%8.02%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.00%Q2 2013Q1 20158
City State Bank 880.18%0.67%1.22%Q4 2021Q3 20238
Acorn Wealth Advisors, LLC 880.26%0.32%0.34%Q4 2020Q3 20228
Ausdal Financial Partners, Inc. 880.03%0.06%0.18%Q3 2020Q2 20228
Collaborative Wealth Managment Inc. 611.75%2.28%2.90%Q1 2021Q3 20238
Essex Savings Bank 880.11%0.14%0.16%Q4 2020Q3 20228
Aquire Wealth Advisors, LLC 881.89%2.03%2.24%Q4 2021Q3 20238
Stonehage Fleming (UK) Ltd 620.27%0.31%0.34%Q4 2013Q4 20158
Baldrige Asset Management LLC 880.04%0.04%0.04%Q2 2021Q1 20238
ST GERMAIN D J CO INC 530.00%0.60%0.88%Q4 2021Q4 20238
DRIVE WEALTH MANAGEMENT, LLC 880.26%2.42%5.05%Q4 2021Q3 20238
ADVANTAGE INVESTMENT MANAGEMENT, LLC 880.02%0.02%0.03%Q1 2015Q4 20168
Beaumont Financial Partners, LLC 530.02%0.09%0.22%Q4 2018Q1 20228
Invesco Ltd. 880.00%0.00%0.00%Q2 2013Q1 20158
Lumature Wealth Partners, LLC 880.01%0.02%0.03%Q1 2021Q4 20228
Princeton Global Asset Management LLC 880.05%0.10%0.12%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Rinkey Investments 883.26%4.05%4.95%Q4 2021Q3 20238
Moisand Fitzgerald Tamayo, LLC 530.00%0.00%0.01%Q4 2020Q4 20228
Asset Dedication, LLC 620.00%0.00%0.00%Q1 2018Q2 20208
HB Wealth Management, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
LexAurum Advisors, LLC 880.09%0.19%0.32%Q4 2021Q3 20238
Financial Connections Group, Inc. 880.00%0.04%0.09%Q4 2021Q3 20238
1832 Asset Management L.P. 770.00%0.00%0.00%Q1 2022Q3 20237
Vigilant Capital Management, LLC 510.00%0.01%0.01%Q2 2013Q4 20197
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.00%0.14%0.23%Q3 2020Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.05%0.19%Q2 2013Q4 20147
Sargent Bickham Lagudis LLC 410.00%0.00%0.00%Q2 2019Q4 20227
Keystone Financial Group 520.13%0.30%0.42%Q4 2021Q3 20237
FOUNDERS BANK & TRUST 770.08%0.08%0.08%Q2 2013Q4 20147
Legacy Wealth Partners, Inc. 770.27%0.43%1.09%Q4 2019Q2 20217
Financial Engines Advisors L.L.C. 770.00%0.00%0.01%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.03%0.04%Q1 2022Q3 20237
Squar Milner Financial Services LLC 520.01%0.01%0.02%Q2 2018Q1 20207
Mariner, LLC 610.00%0.00%0.00%Q4 2021Q3 20237
WFA of San Diego, LLC 210.05%0.08%0.11%Q2 2020Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.01%0.47%1.07%Q4 2020Q4 20227
CreativeOne Wealth, LLC 610.01%0.03%0.05%Q3 2020Q2 20237
CENTRAL TRUST Co 770.00%0.00%0.00%Q1 2021Q3 20227
Covenant Asset Management, LLC 770.12%0.40%0.53%Q2 2021Q4 20227
Stevens First Principles Investment Advisors 770.01%0.01%0.01%Q1 2016Q3 20177
Cerity Partners LLC 770.01%0.06%0.10%Q1 2022Q3 20237
Stratos Wealth Advisors, LLC 770.02%0.06%0.12%Q2 2020Q4 20217
Cornerstone Wealth Management, LLC 770.06%0.19%0.34%Q1 2021Q3 20227
ACCURATE INVESTMENT SOLUTIONS, INC. 770.01%0.23%0.38%Q4 2017Q2 20197
Raleigh Capital Management Inc. 520.01%0.34%2.32%Q4 2021Q3 20237
Sowell Financial Services LLC 770.01%0.01%0.02%Q3 2019Q1 20217
PROFFITT & GOODSON INC 770.03%0.49%0.73%Q1 2022Q3 20237
GREAT VALLEY ADVISOR GROUP, INC. 430.02%0.07%0.18%Q4 2021Q3 20237
Key FInancial Inc 770.00%0.00%0.00%Q3 2021Q1 20237
Integrated Wealth Management 770.02%0.02%0.02%Q1 2015Q3 20167
OPPENHEIMER & CO INC 510.02%0.13%0.17%Q4 2020Q3 20226
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
SeaCrest Wealth Management, LLC 660.00%0.00%0.01%Q4 2017Q1 20196
Sandy Spring Bank 510.00%0.00%0.00%Q3 2021Q3 20236
Mutual Advisors, LLC 660.02%0.03%0.04%Q1 2022Q2 20236
Midwest Wealth Management Inc. 660.21%0.28%0.38%Q4 2020Q1 20226
Retirement Group, LLC 410.01%0.01%0.02%Q3 2020Q2 20236
Concert Wealth Management Inc. 660.03%0.03%0.03%Q2 2015Q3 20166
McAdam, LLC 330.03%0.07%0.11%Q1 2022Q3 20236
Bartlett & Co. LLC 660.00%0.00%0.00%Q3 2022Q4 20236
KWB Wealth 660.11%0.17%0.27%Q2 2022Q3 20236
PINNACLE ASSOCIATES LTD 660.02%0.02%0.02%Q2 2013Q3 20146
Prosperity Planning, Inc. 420.01%0.07%0.10%Q4 2020Q2 20236
Resonant Capital Advisors, LLC 660.09%0.12%0.16%Q2 2022Q3 20236
Orion Portfolio Solutions, LLC 330.00%0.01%0.02%Q4 2019Q4 20216
Johnson Financial Group, Inc. 510.00%0.00%0.00%Q1 2021Q3 20236
Atria Investments, Inc 210.01%0.04%0.13%Q4 2016Q3 20206
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 660.46%0.83%1.07%Q2 2022Q3 20236
LEVEL FOUR ADVISORY SERVICES, LLC 330.03%0.08%0.19%Q4 2020Q3 20236
CFS Investment Advisory Services, LLC 510.10%0.17%0.25%Q3 2021Q3 20236
UNITED CAPITAL FINANCIAL ADVISORS, LLC 660.00%0.00%0.01%Q4 2016Q1 20186
Sterling Manor Financial, LLC 660.92%1.13%1.31%Q4 2021Q1 20236
WASHINGTON TRUST Co 420.00%0.00%0.00%Q2 2021Q3 20236
KMS FINANCIAL SERVICES, INC 660.04%0.05%0.08%Q2 2013Q3 20146
Coombe, Bender & Co LLC 660.24%0.26%0.29%Q2 2022Q3 20236
Treynor Bancshares, Inc. 660.15%0.22%0.26%Q4 2021Q1 20236
MA Private Wealth 660.18%0.33%0.54%Q2 2022Q3 20236
SALEM INVESTMENT COUNSELORS INC 660.00%0.00%0.00%Q2 2022Q3 20236
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 660.01%0.01%0.02%Q1 2020Q2 20216
Vise Technologies, Inc. 660.17%0.25%0.40%Q2 2022Q3 20236
Newport Capital Group, LLC 661.12%1.24%1.35%Q4 2020Q1 20226
TECTONIC ADVISORS LLC 660.28%0.32%0.40%Q4 2020Q1 20226
MARINER INDEPENDENT ADVISOR NETWORK, LLC 660.07%0.42%0.82%Q2 2021Q3 20226
Security Financial Services, INC. 510.10%0.57%1.09%Q4 2021Q3 20236
PRIVATE TRUST CO NA 660.01%0.03%0.05%Q2 2022Q3 20236
Ameritas Investment Company, LLC 310.00%0.01%0.02%Q4 2018Q1 20216
HERITAGE WEALTH MANAGEMENT, LLC 420.04%0.08%0.10%Q2 2021Q4 20226
SeaBridge Investment Advisors LLC 660.08%0.51%0.71%Q2 2022Q3 20236
Hanlon Investment Management, Inc. 660.15%0.26%0.62%Q1 2019Q2 20206
McCarthy Asset Management, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
SEI INVESTMENTS CO 210.00%0.00%0.00%Q1 2015Q4 20175
THRIVENT FINANCIAL FOR LUTHERANS 550.00%0.00%0.00%Q1 2022Q1 20235
Financial Strategies Group, Inc. 410.09%0.24%0.47%Q1 2022Q3 20235
Golden State Wealth Management, LLC 310.02%0.03%0.04%Q1 2019Q3 20205
Truadvice, LLC 550.09%0.15%0.33%Q3 2020Q3 20215
Hayden Royal, LLC 211.42%1.56%1.69%Q4 2019Q2 20215
Mirae Asset Global Investments Co., Ltd. 550.00%0.00%0.00%Q1 2021Q1 20225
Cavalier Investments, LLC 551.34%2.42%3.06%Q4 2021Q4 20225
Glovista Investments LLC 551.10%2.20%2.98%Q2 2020Q2 20215
FINANCIAL CONSULATE, INC 550.23%0.29%0.32%Q1 2018Q1 20195
AFFINITY WEALTH MANAGEMENT LLC 550.08%0.10%0.13%Q4 2018Q4 20195
C M BIDWELL & ASSOCIATES LTD 550.05%0.05%0.05%Q1 2018Q1 20195
Allen Capital Group, LLC 320.13%0.37%0.47%Q2 2022Q3 20235
Spartan Planning & Wealth Management 411.07%1.13%1.26%Q1 2022Q3 20235
OptiFour Integrated Wealth Management, LLC 553.68%3.95%4.36%Q4 2018Q4 20195
Professional Financial Advisors, LLC 410.01%0.02%0.04%Q3 2020Q4 20215
Antonetti Capital Management LLC 550.01%0.01%0.01%Q3 2021Q3 20225
Bensler, LLC 551.09%1.18%1.41%Q4 2021Q4 20225
VisionPoint Advisory Group, LLC 320.01%0.10%0.17%Q3 2021Q3 20235
Sound Income Strategies, LLC 550.00%0.00%0.02%Q3 2022Q3 20235
Center For Asset Management LLC 550.19%0.24%0.27%Q4 2020Q4 20215
Savior LLC 550.00%0.03%0.04%Q2 2020Q2 20215
ALTFEST L J & CO INC 550.04%0.05%0.06%Q3 2022Q3 20235
CAPITAL ONE FINANCIAL CORP 550.10%0.46%1.42%Q1 2021Q1 20225
BlackRock Institutional Trust Company, N.A. 550.00%0.00%0.00%Q2 2013Q2 20145
Financial & Tax Architects, LLC 320.16%0.53%0.94%Q1 2021Q3 20225
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
Total Clarity Wealth Management, Inc. 210.00%0.01%0.02%Q4 2019Q2 20225
Gladstone Institutional Advisory LLC 550.04%0.10%0.15%Q1 2022Q1 20235
DIXON HUBARD FEINOUR & BROWN INC/VA 550.32%0.44%0.62%Q2 2021Q2 20225
J.W. COLE ADVISORS, INC. 320.02%0.03%0.05%Q4 2020Q1 20225
FSB PREMIER WEALTH MANAGEMENT, INC. 550.34%0.42%0.58%Q4 2020Q4 20215
USAdvisors Wealth Management, LLC 550.32%0.44%0.58%Q4 2020Q4 20215
iAB Financial Bank 550.19%0.24%0.30%Q1 2015Q1 20165
Covestor Ltd 410.00%0.01%0.01%Q4 2021Q3 20235
Spearhead Capital Advisors, LLC 550.21%0.28%0.37%Q3 2021Q3 20225
CoreCap Advisors, LLC 550.02%0.03%0.03%Q4 2021Q4 20225
BARCLAYS PLC 410.00%0.00%0.01%Q1 2018Q3 20215
Ameliora Wealth Management Ltd. 550.13%2.11%4.78%Q3 2022Q3 20235
INR ADVISORY SERVICES LLC 550.00%0.02%0.04%Q1 2018Q1 20195
WEALTHSOURCE PARTNERS, LLC 550.06%0.10%0.12%Q1 2018Q1 20195
TRUST CO OF VERMONT 550.00%0.01%0.01%Q2 2017Q2 20185
Deane Retirement Strategies, Inc. 550.15%2.25%4.08%Q3 2020Q3 20215
COMPASS FINANCIAL ADVISORS LLC 550.46%0.54%0.61%Q1 2022Q1 20235
RETIREMENT CAPITAL STRATEGIES 440.14%3.44%4.75%Q2 2021Q1 20224
Brand Asset Management Group, Inc. 310.04%0.07%0.13%Q3 2020Q4 20214
3D/L Capital Management, LLC 440.05%0.05%0.05%Q2 2021Q1 20224
BAKER TILLY WEALTH MANAGEMENT, LLC 440.13%0.20%0.26%Q3 2021Q2 20224
Colonial Trust Co / SC 440.01%0.01%0.02%Q4 2022Q3 20234
Moors & Cabot, Inc. 310.02%0.02%0.02%Q1 2022Q1 20234
Gateway Wealth Partners, LLC 440.08%0.09%0.11%Q4 2022Q3 20234
Capasso Planning Partners LLC 440.18%0.26%0.32%Q3 2022Q2 20234
Better Money Decisions, LLC 310.04%0.05%0.06%Q1 2021Q2 20224
Arrow Investment Advisors, LLC 440.28%0.36%0.42%Q2 2020Q1 20214
JOYN Advisors, Inc. 440.01%0.01%0.01%Q1 2018Q4 20184
SageView Advisory Group, LLC 440.03%0.06%0.12%Q4 2022Q3 20234
AVIANCE CAPITAL MANAGEMENT, LLC 310.00%0.03%0.06%Q2 2016Q2 20174
EisnerAmper Wealth Management Corporate Benefits, LLC 440.74%1.27%1.75%Q3 2021Q2 20224
Guidant Wealth Advisors 440.34%0.36%0.40%Q4 2018Q3 20194
SIGNATUREFD, LLC 310.00%0.00%0.00%Q2 2022Q2 20234
STRINGER ASSET MANAGEMENT, LLC 440.25%2.18%4.48%Q1 2021Q4 20214
Advisors Preferred, LLC 310.03%0.04%0.06%Q2 2020Q1 20224
American Trust 440.02%0.02%0.03%Q3 2022Q2 20234
GRIES FINANCIAL LLC 210.09%0.80%1.52%Q1 2022Q3 20234
RMB Capital Management, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Integrated Advisors Network LLC 440.02%0.03%0.04%Q4 2021Q3 20224
Arkfeld Wealth Strategies, L.L.C. 440.14%0.14%0.15%Q1 2021Q4 20214
Leading Edge Financial Planning LLC 440.41%0.65%0.84%Q4 2022Q3 20234
REILLY FINANCIAL ADVISORS, LLC 310.00%0.11%0.22%Q2 2019Q4 20214
BUCKINGHAM STRATEGIC WEALTH, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Ameritas Advisory Services, LLC 440.01%0.01%0.02%Q2 2022Q1 20234
CAPE COD FIVE CENTS SAVINGS BANK 440.36%0.48%0.59%Q4 2022Q3 20234
BRIGHTON JONES LLC 440.02%0.02%0.02%Q2 2021Q1 20224
Financial Management Professionals, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
JFS WEALTH ADVISORS, LLC 440.00%0.00%0.00%Q3 2015Q2 20164
Aurora Private Wealth, Inc. 441.25%2.60%3.41%Q4 2021Q3 20224
Windsor Capital Management, LLC 310.04%0.11%0.21%Q2 2013Q3 20154
Migdal Insurance & Financial Holdings Ltd. 440.00%0.00%0.00%Q4 2022Q3 20234
HYA Advisors, Inc 440.83%1.66%2.14%Q3 2021Q2 20224
Advisory Alpha, LLC 442.29%2.99%3.71%Q4 2017Q3 20184
Tradewinds, LLC. 220.17%0.28%0.38%Q2 2022Q2 20234
3EDGE Asset Management, LP 446.08%10.18%15.16%Q3 2021Q2 20224
KARLINSKI ANDREW C 440.00%0.00%0.00%Q4 2021Q3 20224
Founders Financial Alliance, LLC 440.00%0.00%0.01%Q2 2021Q1 20224
Relative Value Partners Group, LLC 440.02%0.04%0.07%Q2 2019Q1 20204
FIRST TRUST ADVISORS LP 310.00%0.00%0.00%Q1 2020Q2 20224
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 440.01%0.04%0.11%Q4 2022Q3 20234
FLPUTNAM INVESTMENT MANAGEMENT CO 310.01%0.01%0.01%Q2 2021Q4 20224
AVAII WEALTH MANAGEMENT, LLC 440.42%0.49%0.57%Q2 2022Q1 20234
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 440.15%0.19%0.22%Q2 2018Q1 20194
Private Ocean, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
COLONY GROUP LLC 220.03%0.04%0.08%Q3 2021Q3 20224
CREDIT SUISSE AG/ 210.00%0.00%0.00%Q2 2014Q4 20154
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Vectors Research Management, LLC 330.00%0.00%0.00%Q3 2018Q1 20193
Financial Gravity Asset Management, Inc. 210.00%0.00%0.01%Q4 2019Q3 20233
Intrepid Financial Planning Group LLC 330.53%0.64%0.74%Q2 2022Q4 20223
Ruedi Wealth Management, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Beaumont Capital Management, LLC 330.38%0.61%1.07%Q3 2021Q1 20223
CEDAR CAPITAL, LLC 330.77%0.87%1.00%Q1 2021Q3 20213
SJS Investment Consulting Inc. 210.00%0.00%0.01%Q4 2021Q1 20233
WRAPMANAGER INC 330.08%0.11%0.13%Q3 2019Q1 20203
ARGI Investment Services, LLC 330.01%0.05%0.12%Q2 2022Q4 20223
FirstPurpose Wealth LLC 330.24%0.28%0.34%Q4 2021Q2 20223
Strategic Blueprint, LLC 110.01%0.02%0.03%Q3 2019Q2 20223
55I, LLC 330.13%0.19%0.27%Q3 2021Q1 20223
M Holdings Securities, Inc. 210.09%0.14%0.18%Q3 2014Q4 20193
Ahrens Investment Partners LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Bluefin Trading, LLC 210.06%0.15%0.32%Q2 2013Q1 20143
MCF Advisors LLC 330.01%0.01%0.01%Q2 2019Q4 20193
Vantage Investment Advisors, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Crosspoint Capital Strategies, LLC 210.00%0.01%0.01%Q4 2013Q3 20153
AGF INVESTMENTS INC. 330.01%0.01%0.01%Q3 2018Q1 20193
Coppell Advisory Solutions LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Beaumont Financial Advisors, LLC 330.11%0.13%0.14%Q4 2022Q2 20233
WIPFLI FINANCIAL ADVISORS LLC, 330.02%0.03%0.05%Q1 2022Q3 20223
DUBUQUE BANK & TRUST CO 330.00%0.00%0.00%Q1 2014Q3 20143
Curi Wealth Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Almanack Investment Partners, LLC. 330.06%0.56%0.82%Q4 2021Q2 20223
FCG ADVISORS, LLC 330.76%0.80%0.86%Q1 2016Q3 20163
BlueCrest Capital Management Ltd 210.03%0.08%0.11%Q3 2021Q1 20233
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Partnervest Advisory Services LLC 330.00%0.00%0.01%Q4 2013Q2 20143
Investors Financial Group, LLC 330.40%0.42%0.43%Q2 2021Q4 20213
Yoder Wealth Management, Inc. 330.17%0.17%0.18%Q1 2023Q3 20233
CGN Advisors LLC 330.07%0.07%0.08%Q1 2021Q3 20213
HF Advisory Group, LLC 330.19%0.21%0.22%Q4 2022Q2 20233
Householder Group Estate & Retirement Specialist, LLC 110.01%0.02%0.04%Q3 2022Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2020Q2 20233
Archer Investment Corp 330.00%0.00%0.00%Q4 2018Q2 20193
Valeo Financial Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
WestHill Financial Advisors, Inc. 330.00%0.01%0.01%Q3 2021Q1 20223
3D ASSET MANAGEMENT, INC 330.08%0.09%0.10%Q2 2013Q4 20133
Smallwood Wealth Investment Management, LLC 330.23%0.26%0.31%Q2 2022Q4 20223
Global Wealth Management Investment Advisory, Inc. 330.00%0.01%0.02%Q4 2018Q2 20193
BIP Wealth, LLC 330.12%0.18%0.28%Q1 2023Q3 20233
January Capital Advisors LLC 330.36%2.97%8.17%Q4 2021Q2 20223
Quantitative Advantage, LLC 330.40%1.53%2.13%Q1 2018Q3 20183
MGO ONE SEVEN LLC 210.01%0.01%0.01%Q4 2017Q4 20183
Ascent Group, LLC 210.07%0.13%0.23%Q4 2021Q3 20233
Genesee Capital Advisors, LLC 330.80%0.84%0.88%Q4 2021Q2 20223
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.00%Q1 2023Q3 20233
WOLFF WIESE MAGANA LLC 330.01%0.01%0.01%Q1 2023Q3 20233
WealthShield Partners, LLC 210.02%0.22%0.46%Q3 2020Q1 20233
FDx Advisors, Inc. 330.02%0.02%0.03%Q4 2016Q2 20173
Grey Fox Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.08%0.10%0.13%Q4 2022Q3 20232
Teamwork Financial Advisors, LLC 220.16%0.17%0.17%Q1 2022Q2 20222
Moss Adams Wealth Advisors LLC 220.01%0.02%0.02%Q4 2022Q1 20232
EVOKE WEALTH, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Sonora Investment Management, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
FineMark National Bank & Trust 220.02%0.02%0.02%Q2 2013Q3 20132
TRANSATLANTIQUE PRIVATE WEALTH LLC 110.10%0.13%0.16%Q3 2022Q2 20232
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q4 2021Q1 20222
Sterling Investment Advisors, Ltd. 220.00%0.00%0.00%Q1 2022Q2 20222
Atlas Private Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
Virtu Financial LLC 110.01%0.10%0.19%Q4 2017Q2 20182
Jane Street Holding, LLC 220.01%0.02%0.04%Q3 2013Q4 20132
Foundations Investment Advisors, LLC 220.28%0.31%0.34%Q2 2023Q3 20232
FULTON BREAKEFIELD BROENNIMAN LLC 220.02%0.03%0.04%Q2 2023Q3 20232
Congress Wealth Management LLC / DE / 220.01%0.01%0.01%Q4 2021Q1 20222
AlphaMark Advisors, LLC 220.02%0.02%0.02%Q2 2013Q3 20132
Semmax Financial Advisors Inc. 220.01%0.03%0.04%Q4 2018Q1 20192
CALTON & ASSOCIATES, INC. 220.20%0.28%0.35%Q3 2021Q4 20212
Eagle Strategies LLC 221.09%1.19%1.29%Q4 2021Q1 20222
Bangor Savings Bank 220.00%0.00%0.00%Q2 2022Q3 20222
Auour Investments LLC 220.20%0.21%0.21%Q2 2023Q3 20232
Modera Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Ellevest, Inc. 220.00%0.00%0.01%Q3 2019Q4 20192
INNEALTA CAPITAL, LLC 222.16%2.30%2.44%Q4 2021Q1 20222
MOSELEY INVESTMENT MANAGEMENT INC 220.26%0.29%0.31%Q1 2019Q2 20192
EATON VANCE MANAGEMENT 220.00%0.00%0.00%Q3 2021Q4 20212
Covington Capital Management 220.00%0.00%0.00%Q3 2021Q4 20212
ORG Partners LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Wealthspire Advisors, L.P. 220.03%0.03%0.04%Q3 2018Q4 20182
MONETARY MANAGEMENT GROUP INC 220.00%0.02%0.04%Q4 2019Q1 20202
WFG Advisors, LP 110.00%0.00%0.00%Q2 2013Q4 20142
Waverly Advisors, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Meridian Wealth Management, LLC 220.02%0.06%0.09%Q4 2022Q1 20232
CABANA LLC 110.00%0.00%0.00%Q4 2019Q2 20202
WealthOne, LLC 110.04%0.09%0.15%Q4 2018Q4 20192
CASCADE INVESTMENT GROUP, INC. 220.22%0.22%0.22%Q4 2022Q1 20232
Fortitude Advisory Group L.L.C. 220.02%0.04%0.07%Q4 2021Q1 20222
Knuff & Co LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Ford Financial Group, LLC 220.37%0.40%0.42%Q1 2022Q2 20222
Lenox Wealth Advisors, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
HM PAYSON & CO 220.00%0.00%0.00%Q3 2019Q4 20192
NATIONAL PLANNING CORP 220.02%0.03%0.03%Q2 2013Q3 20132
Strategic Asset Management, LLC 220.03%0.04%0.05%Q3 2021Q4 20212
LVW Advisors, LLC 220.14%0.16%0.18%Q4 2018Q1 20192
HHM Wealth Advisors, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Wealth Management Solutions, LLC 220.21%0.21%0.22%Q4 2021Q1 20222
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Paragon Wealth Strategies, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
MATHER GROUP, LLC. 220.01%0.01%0.02%Q1 2022Q2 20222
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q2 2017Q1 20202
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20222
TITLEIST CAPITAL, LLC 220.10%0.23%0.37%Q4 2021Q1 20222
WEALTHCARE CAPITAL MANAGEMENT LLC 220.07%0.08%0.08%Q3 2022Q4 20222
VERUS CAPITAL PARTNERS, LLC 220.03%0.04%0.04%Q4 2019Q1 20202
Advisor Resource Council 110.08%0.09%0.09%Q4 2021Q2 20222
Cape Investment Advisory, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Stegent Equity Advisors, Inc. 220.18%0.18%0.18%Q4 2021Q1 20222
OLD MISSION CAPITAL LLC 110.01%0.02%0.03%Q3 2021Q1 20222
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 220.01%0.01%0.01%Q2 2022Q3 20222
Versant Capital Management, Inc 220.00%0.00%0.00%Q3 2021Q4 20212
Baystate Wealth Management LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Adams Wealth Management 220.07%0.10%0.12%Q3 2022Q4 20222
WHITTIER TRUST CO 220.00%0.00%0.00%Q3 2019Q4 20192
Belvedere Trading LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Regal Investment Advisors LLC 110.01%0.03%0.06%Q2 2013Q3 20222
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 110.01%0.01%0.01%Q1 2022Q1 20221
Personal Capital Advisors Corp 110.00%0.00%0.00%Q3 2021Q3 20211
Empowered Funds, LLC 110.62%0.62%0.62%Q3 2022Q3 20221
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q3 2017Q3 20171
Gemmer Asset Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
ZRC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Summit X, LLC 110.50%0.50%0.50%Q3 2022Q3 20221
Brouwer & Janachowski, LLC 110.03%0.03%0.03%Q1 2014Q1 20141
AlphaCore Capital LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Level Financial Advisors 110.00%0.00%0.00%Q4 2021Q4 20211
Fortis Group Advisors, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Estate Counselors, LLC 110.77%0.77%0.77%Q2 2013Q2 20131
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
EXCHANGE TRADED CONCEPTS, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
SVB WEALTH LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Barber Financial Group, Inc. 110.17%0.17%0.17%Q4 2021Q4 20211
Sage Capital Advisors,llc 110.40%0.40%0.40%Q3 2020Q3 20201
ASPIRIANT, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Institute for Wealth Management, LLC. 110.02%0.02%0.02%Q4 2019Q4 20191
PCG Wealth Advisors, LLC 110.12%0.12%0.12%Q3 2022Q3 20221
U.S. Capital Wealth Advisors, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
CATALYST PRIVATE WEALTH, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Global Assets Advisory, LLC 110.64%0.64%0.64%Q1 2023Q1 20231
FINANCIAL COUNSELORS INC 110.01%0.01%0.01%Q3 2023Q3 20231
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
Scissortail Wealth Management, LLC 110.74%0.74%0.74%Q1 2022Q1 20221
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
UMB Bank, n.a. 110.00%0.00%0.00%Q4 2021Q4 20211
TIAA TRUST, NATIONAL ASSOCIATION 110.03%0.03%0.03%Q3 2023Q3 20231
Vertex Planning Partners, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
GPS Wealth Strategies Group, LLC 112.08%2.08%2.08%Q4 2021Q4 20211
JD Financial Services Inc. 110.35%0.35%0.35%Q4 2020Q4 20201
Addison Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
GENWORTH FINANCIAL INC 110.42%0.42%0.42%Q2 2013Q2 20131
Walker Financial Services, Inc. 111.05%1.05%1.05%Q1 2022Q1 20221
FURE FINANCIAL CORP 110.03%0.03%0.03%Q4 2021Q4 20211
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q2 2018Q2 20181
First PREMIER Bank 110.01%0.01%0.01%Q4 2018Q4 20181
Capitol Family Office, Inc. 1120.57%20.57%20.57%Q4 2021Q4 20211
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FREEDOM WEALTH ALLIANCE, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
JEPPSON WEALTH MANAGEMENT, LLC 110.20%0.20%0.20%Q1 2022Q1 20221
Robertson Stephens Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Key Bridge Compliance, LLC 110.32%0.32%0.32%Q3 2023Q3 20231
Sharkey, Howes & Javer 110.04%0.04%0.04%Q3 2023Q3 20231
MKD WEALTH COACHES, LLC 110.15%0.15%0.15%Q4 2018Q4 20181
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2020Q4 20201
Cordasco Financial Network 110.00%0.00%0.00%Q4 2021Q4 20211
SUNTRUST BANKS INC 110.00%0.00%0.00%Q3 2019Q3 20191
Apella Capital, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Consolidated Portfolio Review Corp 110.06%0.06%0.06%Q2 2023Q2 20231
AXXCESS WEALTH MANAGEMENT, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Affiance Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Cassia Capital Partners, LLC 110.26%0.26%0.26%Q3 2021Q3 20211
PFG Advisors 110.04%0.04%0.04%Q3 2023Q3 20231
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.31%0.31%0.31%Q2 2022Q2 20221
Vestmark Advisory Solutions, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
Balentine LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Mount Yale Investment Advisors, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Hobart Private Capital, LLC 110.54%0.54%0.54%Q3 2023Q3 20231
NORTHERN TRUST CORP 110.00%0.00%0.00%Q1 2023Q1 20231
COMERICA SECURITIES INC 110.08%0.08%0.08%Q4 2014Q4 20141
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
MONETA GROUP INVESTMENT ADVISORS LLC 110.04%0.04%0.04%Q2 2018Q2 20181
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Heritage Wealth Advisors 110.01%0.01%0.01%Q2 2021Q2 20211
HOWE & RUSLING INC 110.00%0.00%0.00%Q3 2019Q3 20191
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
HRT FINANCIAL LP 110.01%0.01%0.01%Q4 2021Q4 20211
Walleye Trading LLC 110.00%0.00%0.00%Q3 2015Q3 20151
CBIZ Investment Advisory Services, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Blue Trust, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Stonebridge Financial Planning Group, LLC 110.22%0.22%0.22%Q2 2022Q2 20221
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Trifecta Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BREWIN DOLPHIN LTD 110.03%0.03%0.03%Q3 2017Q3 20171
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2020Q1 20201
Financial Architects, Inc 110.04%0.04%0.04%Q4 2021Q4 20211
Strategic Capital Group LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Compass Efficient Model Portfolios, LLC 110.12%0.12%0.12%Q3 2013Q3 20131
KEYBANK NATIONAL ASSOCIATION/OH 110.01%0.01%0.01%Q1 2013Q1 20131
Destination Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
Fortis Advisors, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q2 2022Q2 20221
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Global Trust Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
GETCO Holding Company, LLC 110.50%0.50%0.50%Q2 2013Q2 20131
Van Hulzen Asset Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FormulaFolio Investments, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
MUHLENKAMP & CO INC 110.08%0.08%0.08%Q1 2022Q1 20221
KNIGHT CAPITAL GROUP LLC 110.08%0.08%0.08%Q2 2013Q2 20131
LPWM LLC 110.14%0.14%0.14%Q3 2022Q3 20221
OPTIMUM INVESTMENT ADVISORS 110.01%0.01%0.01%Q1 2015Q1 20151
Brookstone Capital Management 110.01%0.01%0.01%Q2 2022Q2 20221
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Plante Moran Financial Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Gratus Capital, LLC 111.48%1.48%1.48%Q2 2022Q2 20221
Pinnacle Family Advisors, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Stearns Financial Services Group 110.00%0.00%0.00%Q1 2020Q1 20201
Knowledge Leaders Capital, LLC 113.49%3.49%3.49%Q1 2016Q1 20161
DENVER WEALTH MANAGEMENT, INC. 111.42%1.42%1.42%Q1 2021Q1 20211
Csenge Advisory Group 110.02%0.02%0.02%Q3 2021Q3 20211
Hibernia Wealth Partners, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
BIVIN & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
John W. Brooker & Co., CPAs 110.02%0.02%0.02%Q2 2021Q2 20211
Team Financial Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q3 2020Q3 20201
Strategic Advocates LLC 110.22%0.22%0.22%Q3 2023Q3 20231
LOGAN CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q3 2021Q3 20211
Visionary Asset Management, Inc. 110.29%0.29%0.29%Q3 2018Q3 20181
FIRST NATIONAL TRUST CO 110.02%0.02%0.02%Q2 2020Q2 20201
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Allegis Investment Advisors, LLC 110.05%0.05%0.05%Q4 2015Q4 20151
Oxler Private Wealth LLC 110.00%0.00%0.00%Q3 2022Q3 20221
OLD NATIONAL BANCORP /IN/ 110.01%0.01%0.01%Q1 2015Q1 20151
External links

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