SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 45450.00%0.00%0.02%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.01%0.02%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.00%0.01%Q2 2013Q2 202445
ENVESTNET ASSET MANAGEMENT INC 3770.00%0.04%0.30%Q2 2013Q2 202444
ROYAL BANK OF CANADA 4310.00%0.00%0.01%Q2 2013Q2 202444
ASSETMARK, INC 43430.00%0.25%3.28%Q4 2013Q2 202443
AMERIPRISE FINANCIAL INC 3760.00%0.04%0.16%Q2 2013Q2 202443
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.22%0.95%Q2 2013Q3 202342
Private Advisor Group, LLC 40400.00%0.12%0.45%Q3 2014Q2 202440
LPL Financial LLC 40400.00%0.11%0.51%Q3 2014Q2 202440
PNC FINANCIAL SERVICES GROUP, INC. 2230.00%0.00%0.00%Q3 2013Q2 202440
UBS Group AG 39390.00%0.02%0.06%Q4 2014Q2 202439
STEPHENS INC /AR/ 37370.03%0.79%2.24%Q2 2015Q2 202437
STATE STREET CORP 36360.00%0.00%0.02%Q3 2015Q2 202436
Migdal Insurance & Financial Holdings Ltd. 35350.00%0.06%0.84%Q4 2015Q2 202435
Raymond James Financial Services Advisors, Inc. 3040.00%0.02%0.11%Q3 2015Q2 202434
Capital Investment Advisors, LLC 19150.01%0.30%1.32%Q4 2015Q2 202434
Snowden Capital Advisors LLC 34340.02%0.16%0.41%Q1 2016Q2 202434
Curi RMB Capital, LLC 33330.01%0.01%0.03%Q2 2016Q2 202433
BlackRock Finance, Inc. 2670.00%0.00%0.00%Q4 2015Q2 202433
COMERICA BANK 2940.00%0.02%0.06%Q4 2015Q2 202433
IFP Advisors, Inc 2010.00%0.03%0.18%Q4 2015Q2 202432
CITIGROUP INC 1710.00%0.00%0.00%Q2 2013Q2 202431
JPMORGAN CHASE & CO 2730.00%0.00%0.01%Q2 2016Q2 202430
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1210.00%0.00%0.00%Q2 2013Q1 202429
Global Retirement Partners, LLC 19100.00%0.53%1.77%Q1 2017Q2 202429
Bank of New York Mellon Corp 1510.00%0.00%0.00%Q2 2013Q2 202429
JANE STREET GROUP, LLC 810.00%0.02%0.11%Q1 2014Q2 202428
REILLY FINANCIAL ADVISORS, LLC 1310.00%0.00%0.01%Q2 2013Q4 202127
Arete Wealth Advisors, LLC 1980.00%0.18%0.34%Q3 2017Q2 202427
SIGNET FINANCIAL MANAGEMENT, LLC 27270.30%1.54%4.42%Q4 2017Q2 202427
STEPHENS GROUP ASSET MANAGEMENT, LLC 27273.38%6.15%8.79%Q4 2017Q2 202427
Glen Eagle Advisors, LLC 27270.00%0.04%0.09%Q4 2017Q2 202427
Citadel Advisors 810.00%0.00%0.01%Q1 2016Q2 202427
Transamerica Financial Advisors, Inc. 1510.00%0.20%0.81%Q2 2015Q2 202427
Wela Strategies, Inc. 2210.29%9.59%16.47%Q1 2017Q2 202426
Moisand Fitzgerald Tamayo, LLC 26260.14%1.06%1.88%Q1 2018Q2 202426
RAYMOND JAMES & ASSOCIATES 2240.00%0.00%0.01%Q3 2015Q2 202426
FIFTH THIRD BANCORP 1810.00%0.00%0.00%Q4 2014Q1 202325
CX Institutional 25250.00%1.74%3.94%Q2 2018Q2 202425
Advisory Services Network, LLC 1110.00%0.01%0.06%Q4 2015Q2 202425
GenWealth Group, Inc. 25250.10%0.29%0.51%Q2 2018Q2 202425
BANK OF MONTREAL /CAN/ 1780.00%0.01%0.02%Q2 2016Q2 202425
MML INVESTORS SERVICES, LLC 1870.00%0.02%0.14%Q4 2017Q2 202425
LADENBURG THALMANN FINANCIAL SERVICES INC. 25250.00%0.03%0.43%Q4 2013Q4 201925
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.01%Q3 2018Q2 202424
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1710.00%0.00%0.00%Q1 2016Q2 202424
Legacy Private Trust Co. 2130.02%0.90%3.33%Q1 2016Q3 202224
CWM, LLC 1130.00%0.11%0.74%Q4 2015Q2 202424
FinTrust Capital Advisors, LLC 23230.00%0.01%0.02%Q4 2018Q2 202423
West Coast Financial LLC 23230.03%0.20%0.55%Q4 2016Q2 202223
Cambridge Investment Research Advisors, Inc. 2210.00%0.02%0.07%Q4 2015Q2 202423
S. R. Schill & Associates 23233.70%6.16%8.41%Q4 2018Q2 202423
HighTower Advisors, LLC 1010.00%0.01%0.06%Q4 2015Q2 202423
Stratos Wealth Partners, LTD. 1910.00%0.18%0.73%Q4 2015Q2 202423
FMR LLC 1910.00%0.00%0.00%Q3 2018Q2 202422
Willow Creek Wealth Management Inc. 22220.12%2.54%6.17%Q3 2018Q4 202322
Geneos Wealth Management Inc. 2110.00%0.01%0.02%Q1 2016Q2 202422
Creative Planning 810.00%0.00%0.01%Q2 2013Q2 202421
THRIVENT FINANCIAL FOR LUTHERANS 21210.00%0.03%0.09%Q2 2019Q2 202421
Gradient Investments LLC 21210.01%0.96%4.15%Q2 2019Q2 202421
Steward Partners Investment Advisory, LLC 2010.00%0.05%0.22%Q4 2016Q2 202421
AE Wealth Management LLC 21210.00%0.09%0.22%Q2 2019Q2 202421
Jackson Hole Capital Partners, LLC 21210.00%0.00%0.01%Q2 2019Q2 202421
Financial Enhancement Group LLC 21210.01%0.87%6.87%Q2 2019Q2 202421
Parallel Advisors, LLC 20200.00%0.01%0.07%Q3 2019Q2 202420
BLAIR WILLIAM & CO/IL 1280.00%0.02%0.08%Q2 2019Q2 202420
STIFEL FINANCIAL CORP 910.00%0.01%0.05%Q3 2014Q2 202420
Financial Engines Advisors L.L.C. 20200.00%1.29%1.99%Q3 2019Q2 202420
MA Private Wealth 19190.06%0.72%1.23%Q4 2019Q2 202419
Leicht Financial Planning & Wealth Management, Inc. 19192.45%7.95%19.10%Q4 2019Q2 202419
Stonebridge Capital Advisors LLC 19190.02%0.03%0.06%Q1 2019Q3 202319
Municipal Employees' Retirement System of Michigan 1720.00%7.60%11.64%Q3 2019Q2 202419
Continuum Advisory, LLC 19190.06%0.89%4.08%Q4 2019Q2 202419
TWO SIGMA SECURITIES, LLC 810.00%0.05%0.37%Q3 2015Q2 202419
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Belpointe Asset Management LLC 1610.01%0.05%0.13%Q4 2017Q1 202319
CREATIVE FINANCIAL DESIGNS INC /ADV 19190.01%0.02%0.05%Q4 2019Q2 202419
LEVEL FOUR ADVISORY SERVICES, LLC 19190.01%0.65%1.45%Q4 2019Q2 202419
OSAIC HOLDINGS, INC. 18180.01%0.05%0.22%Q1 2020Q2 202418
Your Advocates Ltd., LLP 18180.04%0.26%1.30%Q1 2020Q2 202418
PrairieView Partners, LLC 18180.00%0.00%0.01%Q1 2020Q2 202418
Kingsview Wealth Management, LLC 18180.04%0.18%0.28%Q1 2020Q2 202418
Equitable Holdings, Inc. 18180.01%0.06%0.31%Q1 2020Q2 202418
Rex Capital Advisors, LLC 18180.17%0.19%0.24%Q3 2016Q4 202018
Manning & Napier Group, LLC 18180.20%0.36%0.55%Q4 2019Q1 202418
Cranbrook Wealth Management, LLC 18180.12%0.27%0.51%Q1 2020Q2 202418
Tower Research Capital LLC (TRC) 610.00%0.00%0.02%Q1 2017Q2 202417
TSFG, LLC 17170.00%0.45%2.16%Q2 2020Q2 202417
AVANTAX ADVISORY SERVICES, INC. 17170.00%0.06%0.18%Q2 2020Q2 202417
US BANCORP \DE\ 910.00%0.00%0.00%Q4 2015Q2 202417
AdvisorNet Financial, Inc 1010.00%0.00%0.02%Q4 2017Q4 202317
PARK AVENUE SECURITIES LLC 1410.13%0.25%0.39%Q4 2015Q2 202417
Strategic Financial Partners, Ltd. 17171.29%4.27%9.80%Q2 2020Q2 202417
PRUDENTIAL FINANCIAL INC 17170.00%0.00%0.00%Q2 2020Q2 202417
Rockefeller Capital Management L.P. 16160.00%0.03%0.04%Q3 2020Q2 202416
GREAT VALLEY ADVISOR GROUP, INC. 880.02%0.32%0.89%Q2 2020Q2 202416
COMMONWEALTH EQUITY SERVICES, LLC 1330.00%0.00%0.01%Q2 2020Q2 202416
Wealthcare Advisory Partners LLC 1420.01%0.17%0.38%Q4 2019Q2 202416
HUNTINGTON NATIONAL BANK 1510.00%0.01%0.01%Q3 2016Q4 202316
Kestra Advisory Services, LLC 16160.01%0.04%0.12%Q3 2020Q2 202416
First Horizon Advisors, Inc. 1210.00%0.07%0.22%Q4 2015Q2 202415
FLOW TRADERS U.S. LLC 410.00%0.74%3.60%Q2 2018Q2 202415
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1140.00%0.00%0.00%Q1 2020Q2 202415
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 15150.22%0.47%0.80%Q4 2020Q2 202415
Onyx Bridge Wealth Group LLC 15150.14%3.01%10.53%Q4 2020Q2 202415
Insight Advisors, LLC/ PA 15150.13%0.28%0.51%Q4 2020Q2 202415
TRUIST FINANCIAL CORP 1410.00%0.02%0.03%Q2 2020Q1 202415
Horst & Graben Wealth Management LLC 15150.07%2.73%8.18%Q1 2020Q3 202315
Sound Income Strategies, LLC 1140.00%0.01%0.02%Q1 2020Q2 202415
Sowell Financial Services LLC 710.00%0.09%0.51%Q3 2019Q2 202415
Cornerstone Wealth Management, LLC 810.03%0.16%0.34%Q3 2016Q2 202415
GW HENSSLER & ASSOCIATES LTD 1120.01%0.02%0.04%Q3 2019Q2 202415
Advisor Group, Inc. 15150.00%0.02%0.34%Q2 2016Q4 201915
Integrated Wealth Concepts LLC 1310.02%0.08%0.11%Q3 2020Q2 202414
Brookstone Capital Management 1310.01%0.10%0.35%Q4 2020Q2 202414
FINANCIAL CONSULATE, INC 14140.12%0.28%0.46%Q3 2019Q4 202214
Narus Financial Partners, LLC 1010.48%1.23%1.93%Q2 2019Q2 202414
Good Life Advisors, LLC 1220.02%0.13%0.32%Q3 2020Q2 202414
AGF INVESTMENTS INC. 950.00%0.01%0.02%Q3 2015Q1 201914
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 950.01%0.06%0.11%Q4 2017Q4 202114
Cetera Advisors LLC 1310.00%0.02%0.08%Q1 2019Q4 202314
O'Brien Wealth Partners LLC 14143.71%6.53%9.05%Q1 2021Q2 202414
Stadion Money Management, LLC 910.21%1.21%2.08%Q3 2016Q4 202214
Cetera Investment Advisers 14140.00%0.06%0.24%Q4 2020Q1 202414
INTEGRATED CAPITAL MANAGEMENT, INC. 14142.70%3.57%9.52%Q1 2021Q2 202414
DRW Securities, LLC 1120.02%0.08%0.44%Q2 2013Q1 201813
Boltwood Capital Management 1030.11%0.26%0.68%Q1 2021Q2 202413
Mirae Asset Global Investments Co., Ltd. 13130.00%0.02%0.04%Q2 2021Q2 202413
Portland Global Advisors LLC 13130.10%1.80%3.85%Q2 2021Q2 202413
HARBOUR INVESTMENTS, INC. 940.00%0.01%0.04%Q1 2021Q2 202413
Baystate Wealth Management LLC 13130.00%0.11%0.30%Q4 2020Q4 202313
Comprehensive Wealth Management, LLC 13139.23%15.94%31.17%Q2 2021Q2 202413
FIRSTMERIT BANK N A TRUSTEE 13130.05%0.05%0.06%Q2 2013Q2 201613
Simplicity Solutions, LLC 510.01%0.13%0.52%Q4 2015Q2 202313
Vestmark Advisory Solutions, Inc. 1210.02%0.18%0.61%Q4 2020Q2 202413
First Heartland Consultants, Inc. 1120.10%5.65%71.20%Q3 2020Q2 202413
SCOTIA CAPITAL INC. 13130.00%0.02%0.04%Q2 2021Q2 202413
CAPTRUST FINANCIAL ADVISORS 940.00%0.00%0.00%Q3 2017Q2 202213
IHT Wealth Management, LLC 610.01%0.08%0.27%Q4 2016Q2 202412
HC FINANCIAL ADVISORS INC 12120.02%0.18%0.50%Q3 2019Q2 202212
Community Bank, N.A. 12120.01%0.04%0.08%Q1 2019Q4 202112
BAILARD, INC. 12120.02%0.11%0.18%Q3 2021Q2 202412
Pinnacle Wealth Management Group, Inc. 12120.16%0.42%0.79%Q2 2021Q1 202412
Blue Edge Capital, LLC 12120.74%1.08%1.39%Q4 2013Q3 201612
Mutual Advisors, LLC 12120.02%0.26%0.55%Q3 2021Q2 202412
Mariner, LLC 12120.00%0.02%0.03%Q3 2021Q2 202412
NOTTINGHAM ADVISORS, INC. 12120.07%0.25%0.47%Q1 2019Q4 202112
CGN Advisors LLC 12120.05%0.51%1.47%Q4 2020Q3 202312
MATHER GROUP, LLC. 1110.01%0.19%0.28%Q2 2020Q2 202412
AlphaStar Capital Management, LLC 12120.03%0.07%0.13%Q3 2021Q2 202412
American Portfolios Advisors 1020.00%0.02%0.16%Q1 2019Q3 202212
Castleview Partners, LLC 1110.00%0.02%0.07%Q2 2021Q2 202412
Allworth Financial LP 410.00%0.00%0.00%Q1 2020Q2 202411
LifePlan Financial Group, Inc 11110.04%0.12%0.19%Q1 2018Q3 202011
FLAGSHIP HARBOR ADVISORS, LLC 1010.11%0.60%1.33%Q1 2020Q1 202411
Lifeworks Advisors, LLC 11110.24%0.59%1.32%Q4 2021Q2 202411
SHEETS SMITH WEALTH MANAGEMENT 1010.02%0.03%0.04%Q3 2019Q3 202311
Renaissance Technologies 830.00%0.01%0.01%Q1 2019Q4 202111
Collaborative Wealth Managment Inc. 910.41%0.55%0.74%Q1 2021Q2 202411
Aspire Private Capital, LLC 810.01%0.49%1.24%Q2 2019Q1 202411
Empirical Asset Management, LLC 11110.11%0.25%0.32%Q4 2021Q2 202411
GeoWealth Management, LLC 910.01%0.09%0.23%Q3 2019Q2 202411
MSI Financial Services Inc 650.00%0.01%0.06%Q2 2013Q4 201611
HILL ISLAND FINANCIAL LLC 11110.39%0.55%0.70%Q4 2021Q2 202411
Intrua Financial, LLC 11110.06%0.22%0.38%Q3 2020Q1 202311
Virtu KCG Holdings LLC 910.00%0.02%0.04%Q3 2013Q2 201711
Orion Portfolio Solutions, LLC 410.00%0.03%0.14%Q4 2019Q1 202411
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 11110.02%0.53%2.42%Q1 2019Q3 202111
AXXCESS WEALTH MANAGEMENT, LLC 11110.01%0.22%0.80%Q4 2021Q2 202411
BENJAMIN F. EDWARDS & COMPANY, INC. 410.00%0.28%0.74%Q4 2013Q1 202311
Advisor Resource Council 650.20%0.44%0.96%Q2 2021Q1 202411
MARINER INDEPENDENT ADVISOR NETWORK, LLC 11110.14%0.39%0.56%Q1 2020Q3 202211
IFG Advisory, LLC 11110.03%0.56%3.46%Q4 2021Q2 202411
NewEdge Advisors, LLC 11110.08%0.45%0.99%Q4 2021Q2 202411
Garrett Wealth Advisory Group, LLC 11110.54%1.18%1.52%Q4 2021Q2 202411
Trilogy Capital Inc. 10100.03%0.49%0.74%Q1 2022Q2 202410
GPS Wealth Strategies Group, LLC 10100.01%0.42%0.85%Q1 2022Q2 202410
Private Wealth Group, LLC 910.21%8.08%26.23%Q1 2020Q1 202410
Kathleen S. Wright Associates Inc. 10100.00%0.01%0.01%Q1 2022Q2 202410
Atria Wealth Solutions, Inc. 10100.00%0.03%0.12%Q1 2022Q2 202410
ST GERMAIN D J CO INC 550.00%0.25%0.55%Q4 2021Q2 202410
ARS Wealth Advisors, LLC 10100.11%0.16%0.24%Q3 2015Q4 201710
Capasso Planning Partners LLC 10102.72%3.81%5.39%Q4 2021Q1 202410
NEXT Financial Group, Inc 710.00%0.20%1.19%Q3 2016Q4 202110
Aptus Capital Advisors, LLC 810.00%0.02%0.04%Q2 2019Q2 202410
Aveo Capital Partners, LLC 910.03%0.28%0.72%Q2 2019Q2 202410
Freedom Investment Management, Inc. 910.03%0.07%0.17%Q4 2015Q1 202310
Raleigh Capital Management Inc. 10100.00%0.15%0.46%Q1 2022Q2 202410
GREENLEAF TRUST 910.00%0.01%0.02%Q4 2021Q2 202410
NewSquare Capital LLC 640.00%1.42%4.43%Q2 2015Q4 202010
WEDBUSH SECURITIES INC 910.04%0.05%0.06%Q2 2018Q4 202010
LIBRA WEALTH LLC 990.10%1.68%2.62%Q2 2022Q2 20249
WJ Wealth Management, LLC 810.27%3.56%9.45%Q1 2020Q1 20239
WOLVERINE TRADING, LLC 410.01%0.01%0.02%Q2 2016Q1 20199
Asset Management Resources, LLC 993.39%5.68%8.56%Q4 2021Q4 20239
PHILADELPHIA TRUST CO 540.04%0.15%0.44%Q1 2016Q2 20189
Ancora Advisors LLC 990.00%0.00%0.00%Q2 2022Q2 20249
PRIVATE TRUST CO NA 990.03%0.17%0.26%Q2 2022Q2 20249
SIGNATUREFD, LLC 990.00%0.00%0.00%Q2 2022Q2 20249
Pacifica Partners Inc. 990.00%0.00%0.00%Q2 2022Q2 20249
WRAPMANAGER INC 990.07%0.11%0.21%Q1 2018Q1 20209
Larson Financial Group LLC 710.00%0.00%0.00%Q3 2020Q2 20249
Rede Wealth, LLC 990.30%1.53%2.35%Q2 2022Q2 20249
McKinley Carter Wealth Services, Inc. 540.02%0.02%0.04%Q4 2020Q2 20249
Spire Wealth Management 990.00%0.00%0.01%Q2 2022Q2 20249
PSI Advisors, LLC 540.00%1.09%3.09%Q3 2021Q2 20249
Congress Wealth Management LLC / DE / 991.54%2.18%3.06%Q2 2022Q2 20249
Pinnacle Bancorp, Inc. 990.00%0.01%0.01%Q2 2022Q2 20249
Ascent Group, LLC 990.03%0.13%0.57%Q2 2022Q2 20249
Invesco Ltd. 990.00%0.00%0.00%Q2 2013Q2 20159
SYNOVUS FINANCIAL CORP 990.04%0.49%0.75%Q2 2022Q2 20249
Kelly Financial Services LLC 990.00%0.07%0.18%Q2 2022Q2 20249
MANAGED ACCOUNT ADVISORS LLC 990.02%0.03%0.03%Q2 2013Q2 20159
BUCKINGHAM STRATEGIC PARTNERS, LLC 990.02%0.11%0.52%Q4 2021Q4 20239
CoreCap Advisors, LLC 510.00%0.31%1.02%Q4 2021Q2 20248
OneDigital Investment Advisors LLC 880.14%0.43%0.73%Q3 2022Q2 20248
First Allied Advisory Services, Inc. 710.01%0.04%0.14%Q4 2015Q3 20208
Cetera Advisor Networks LLC 710.00%0.07%0.27%Q2 2020Q4 20238
Clear Creek Financial Management, LLC 410.09%0.32%1.52%Q3 2019Q1 20228
CAMBRIDGE TRUST CO 880.00%0.00%0.00%Q2 2022Q1 20248
Qube Research & Technologies Ltd 310.00%0.03%0.21%Q2 2021Q1 20248
Vise Technologies, Inc. 880.11%0.19%0.28%Q3 2022Q2 20248
SRS Capital Advisors, Inc. 880.00%0.01%0.01%Q3 2022Q2 20248
IBERIABANK CORP 880.46%0.80%1.00%Q3 2018Q2 20208
Dentgroup LLC 882.19%4.02%6.82%Q3 2022Q2 20248
Merit Financial Group, LLC 880.02%1.38%3.61%Q3 2022Q2 20248
Tortoise Investment Management, LLC 530.00%0.00%0.01%Q1 2019Q2 20248
Certified Advisory Corp 880.08%0.90%1.92%Q3 2022Q2 20248
Bank Julius Baer & Co. Ltd, Zurich 880.00%0.00%0.01%Q1 2020Q4 20218
Carmichael Hill & Associates, Inc. 880.01%0.03%0.05%Q4 2019Q3 20218
Atria Investments, Inc 410.03%0.15%0.51%Q1 2019Q1 20238
Western Wealth Management, LLC 880.02%0.17%0.40%Q3 2022Q2 20248
Truvestments Capital LLC 530.00%0.00%0.00%Q4 2020Q4 20228
WBH ADVISORY INC 410.02%0.10%0.27%Q4 2021Q2 20248
Vontobel Holding Ltd. 880.00%0.01%0.01%Q3 2022Q2 20248
Donoghue Forlines LLC 411.01%3.09%7.38%Q1 2022Q2 20247
Family Asset Management, LLC 770.01%0.04%0.12%Q4 2022Q2 20247
Sandy Spring Bank 510.00%0.00%0.01%Q2 2020Q2 20237
Beacon Capital Management, Inc. 520.01%0.03%0.06%Q2 2018Q2 20207
CreativeOne Wealth, LLC 520.01%0.02%0.05%Q2 2022Q1 20247
Jacobi Capital Management LLC 310.00%0.25%0.82%Q2 2020Q2 20247
Vertex Planning Partners, LLC 770.13%0.33%0.61%Q4 2022Q2 20247
SeaCrest Wealth Management, LLC 610.00%0.00%0.00%Q4 2017Q2 20227
Keel Point, LLC 770.07%0.14%0.18%Q4 2022Q2 20247
Csenge Advisory Group 310.12%0.71%2.10%Q2 2019Q3 20237
Fisher Asset Management, LLC 520.00%0.00%0.00%Q3 2022Q2 20247
GM Advisory Group, LLC 770.71%0.78%0.85%Q4 2022Q2 20247
HRT FINANCIAL LP 310.01%0.02%0.04%Q1 2022Q2 20247
WASHINGTON TRUST Co 770.00%0.00%0.00%Q4 2022Q2 20247
Bartlett & Co. LLC 510.00%0.00%0.00%Q2 2013Q2 20227
Hexagon Capital Partners LLC 770.00%0.01%0.01%Q4 2022Q2 20247
GOLDMAN SACHS GROUP INC 510.00%0.00%0.01%Q3 2020Q3 20237
Farther Finance Advisors, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
Flagship Private Wealth, LLC 430.02%0.32%1.54%Q4 2020Q4 20237
M Financial Asset Management, Inc. 520.00%0.01%0.02%Q2 2020Q4 20227
US FINANCIAL ADVISORS, LLC 773.59%4.84%6.59%Q4 2022Q2 20247
Financial Advocates Investment Management 770.02%0.15%0.22%Q4 2022Q2 20247
Hilltop Partners LLC 770.28%0.51%1.14%Q4 2022Q2 20247
MANUFACTURERS LIFE INSURANCE COMPANY, THE 770.00%0.00%0.00%Q4 2015Q2 20177
TRUE Private Wealth Advisors 510.00%0.00%0.00%Q3 2018Q4 20207
True Wealth Design, LLC 770.97%1.17%1.33%Q4 2022Q2 20247
Beacon Bridge Wealth Partners, LLC 771.35%4.51%7.88%Q4 2022Q2 20247
Physician Wealth Advisors, Inc. 410.06%0.09%0.16%Q3 2019Q1 20227
Foster Group, Inc. 770.04%0.06%0.07%Q4 2022Q2 20247
Capital Analysts, LLC 610.00%0.00%0.01%Q3 2019Q3 20237
XPONANCE, INC. 520.84%1.10%1.31%Q3 2015Q2 20177
PARAMETRIC PORTFOLIO ASSOCIATES LLC 770.02%0.04%0.08%Q3 2015Q1 20177
KWB Wealth 770.03%0.28%0.55%Q2 2022Q4 20237
FormulaFolio Investments, LLC 770.10%3.80%18.49%Q4 2019Q2 20217
FRANKLIN RESOURCES INC 770.00%0.00%0.00%Q4 2022Q2 20247
Stratos Wealth Advisors, LLC 520.01%0.16%0.94%Q3 2021Q2 20247
BB&T SECURITIES, LLC 770.00%0.01%0.01%Q3 2015Q1 20177
Charles Schwab Investment Advisory, Inc. 770.00%0.13%0.22%Q2 2018Q4 20197
Flagstone Financial Management 776.27%6.66%7.13%Q4 2022Q2 20247
OPTIMUM INVESTMENT ADVISORS 770.01%0.01%0.01%Q3 2013Q1 20157
Brooklyn FI, LLC 310.08%0.19%0.27%Q4 2021Q1 20246
Clear Perspectives Financial Planning, LLC 660.07%0.59%2.69%Q4 2020Q1 20226
Covestor Ltd 420.00%0.00%0.00%Q2 2022Q1 20246
Gerber Kawasaki Wealth & Investment Management 660.09%0.11%0.14%Q1 2023Q2 20246
Mach-1 Financial Group, LLC 420.00%0.05%0.10%Q2 2022Q4 20236
Gateway Wealth Partners, LLC 660.10%0.34%0.54%Q1 2023Q2 20246
Alaska Wealth Advisors 660.00%0.00%0.00%Q1 2023Q2 20246
Sunbelt Securities, Inc. 660.00%0.01%0.01%Q1 2023Q2 20246
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 660.11%0.15%0.23%Q3 2020Q4 20216
TCWP LLC 660.04%0.06%0.09%Q4 2021Q1 20236
AMERICAN INTERNATIONAL GROUP, INC. 420.00%0.00%0.01%Q2 2013Q1 20166
Hobart Private Capital, LLC 660.27%1.27%2.86%Q1 2023Q2 20246
Cape Investment Advisory, Inc. 660.00%0.02%0.03%Q1 2023Q2 20246
Seaside Wealth Management, Inc. 410.10%2.87%4.60%Q2 2022Q2 20246
Perennial Investment Advisors, LLC 660.10%0.31%0.53%Q1 2023Q2 20246
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.03%0.06%Q2 2021Q4 20226
ICA Group Wealth Management, LLC 660.03%0.08%0.13%Q4 2022Q1 20246
Asset Dedication, LLC 510.00%0.01%0.02%Q3 2018Q1 20206
EDMOND DE ROTHSCHILD HOLDING S.A. 660.00%0.00%0.00%Q2 2015Q3 20166
INSIGHT 2811, INC. 310.12%0.13%0.14%Q3 2020Q2 20226
Lucia Wealth Services, LLC 661.17%1.34%1.59%Q2 2019Q3 20206
Argent Trust Co 660.02%0.02%0.04%Q3 2019Q4 20206
Tradewinds Capital Management, LLC 420.00%0.00%0.00%Q1 2021Q4 20226
Boyd Wealth Management, LLC 515.58%9.79%13.53%Q4 2021Q2 20236
Global Trust Asset Management, LLC 660.56%0.73%1.16%Q4 2018Q1 20206
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
CONFLUENCE INVESTMENT MANAGEMENT LLC 210.02%0.04%0.11%Q4 2013Q3 20226
Advisory Alpha, LLC 410.00%0.02%0.03%Q4 2017Q4 20236
Richard W. Paul & Associates, LLC 330.00%0.13%0.65%Q4 2022Q2 20246
Brouwer & Janachowski, LLC 665.11%10.58%12.18%Q4 2016Q1 20186
Arjuna Capital 660.40%3.59%5.29%Q1 2023Q2 20246
MONEY CONCEPTS CAPITAL CORP 510.00%0.13%0.34%Q4 2021Q2 20246
MFA WEALTH ADVISORS, LLC 660.17%0.26%0.34%Q4 2020Q1 20226
REGIONS FINANCIAL CORP 660.01%0.01%0.01%Q2 2015Q3 20166
Cardan Capital Partners, LLC 660.04%0.39%0.75%Q2 2020Q3 20216
Syntal Capital Partners, LLC 552.17%2.71%3.24%Q3 2022Q3 20235
Leading Edge Financial Planning LLC 550.15%0.47%0.72%Q4 2022Q4 20235
55I, LLC 550.54%0.92%1.54%Q1 2021Q1 20225
Inspire Advisors, LLC 410.06%0.15%0.48%Q4 2021Q2 20245
BENJAMIN EDWARDS INC 210.02%0.24%0.97%Q4 2019Q3 20225
EverSource Wealth Advisors, LLC 550.00%0.01%0.01%Q2 2023Q2 20245
Eldridge Investment Advisors, Inc. 320.84%1.14%1.55%Q4 2019Q2 20245
Householder Group Estate & Retirement Specialist, LLC 410.04%0.23%0.31%Q1 2023Q2 20245
IFS Advisors, LLC 550.45%3.01%5.21%Q4 2020Q4 20215
MCMORGAN & CO LLC 554.26%6.16%11.40%Q2 2021Q2 20225
Global Financial Private Client, LLC 320.01%0.03%0.09%Q3 2022Q1 20245
Simplicity Wealth,LLC 550.02%0.12%0.20%Q2 2023Q2 20245
WealthOne, LLC 210.01%0.38%0.79%Q4 2018Q2 20235
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q2 2019Q3 20225
Arcadia Wealth Management, LLC 557.48%10.13%12.16%Q2 2023Q2 20245
Charter Oak Capital Management, LLC 320.01%0.03%0.05%Q1 2022Q2 20245
Salomon & Ludwin, LLC 550.05%0.38%0.84%Q2 2023Q2 20245
NATIONAL BANK OF CANADA /FI/ 550.00%0.00%0.00%Q4 2021Q4 20225
JUNCTURE WEALTH STRATEGIES, LLC 410.17%0.20%0.24%Q2 2018Q1 20205
SENTINEL PENSION ADVISORS INC. 556.42%7.35%8.17%Q2 2023Q2 20245
L.M. KOHN & COMPANY 550.23%0.31%0.37%Q2 2023Q2 20245
Coppell Advisory Solutions LLC 310.00%0.00%0.01%Q4 2022Q2 20245
Auour Investments LLC 551.97%2.06%2.15%Q2 2023Q2 20245
iAB Financial Bank 550.16%0.19%0.23%Q2 2016Q2 20175
JD Financial Services Inc. 550.85%4.47%14.03%Q4 2020Q4 20215
Impact Partnership Wealth, LLC 550.03%1.20%2.29%Q2 2023Q2 20245
Cornerstone Planning Group LLC 550.00%0.00%0.00%Q2 2023Q2 20245
Certus Wealth Management, LLC 550.58%1.01%1.97%Q2 2023Q2 20245
FIRST HORIZON CORP 440.51%0.57%0.65%Q3 2020Q2 20214
Baird Financial Group, Inc. 310.00%0.01%0.02%Q2 2015Q1 20204
Royal Fund Management, LLC 210.00%0.22%0.85%Q2 2017Q3 20194
ETRADE Capital Management LLC 440.00%0.00%0.01%Q2 2013Q1 20144
Equita Financial Network, Inc. 442.60%2.90%3.07%Q3 2023Q2 20244
GODSEY & GIBB, INC 440.00%0.00%0.00%Q4 2022Q3 20234
PROFFITT & GOODSON INC 440.00%0.15%0.29%Q4 2021Q3 20224
Erickson Financial Group, LLC 440.26%0.39%0.54%Q4 2021Q3 20224
RFP Financial Group LLC 440.00%1.34%5.31%Q3 2023Q2 20244
Astoria Portfolio Advisors LLC. 446.90%7.57%8.53%Q3 2023Q2 20244
Redhawk Wealth Advisors, Inc. 210.78%1.38%2.18%Q4 2018Q4 20234
Professional Financial Advisors, LLC 440.00%0.01%0.01%Q4 2021Q3 20224
B. Riley Wealth Advisors, Inc. 110.02%0.17%0.39%Q4 2015Q1 20234
WCG Wealth Advisors LLC 440.05%0.06%0.09%Q3 2023Q2 20244
DHJJ Financial Advisors, Ltd. 440.00%0.00%0.01%Q3 2023Q2 20244
ORG Partners LLC 310.00%0.01%0.01%Q2 2023Q2 20244
Presidio Capital Management, LLC 440.22%0.49%0.80%Q1 2023Q4 20234
TOWNSQUARE CAPITAL LLC 310.01%0.01%0.01%Q4 2022Q2 20244
Leelyn Smith, LLC 440.05%0.06%0.06%Q1 2022Q4 20224
EXANE DERIVATIVES 440.04%0.04%0.04%Q2 2021Q1 20224
Capital Investment Advisory Services, LLC 310.00%0.00%0.00%Q2 2019Q3 20234
Prospera Financial Services Inc 310.29%1.28%1.74%Q4 2013Q4 20154
Investors Financial Group, LLC 440.10%0.27%0.64%Q1 2021Q4 20214
WealthShield Partners, LLC 440.01%0.01%0.01%Q1 2018Q4 20184
DEUTSCHE BANK AG\ 310.00%0.00%0.00%Q3 2013Q2 20214
FSB PREMIER WEALTH MANAGEMENT, INC. 440.26%0.27%0.28%Q1 2022Q4 20224
LIBERTY WEALTH MANAGEMENT LLC 210.00%0.01%0.02%Q2 2019Q3 20214
Clark Capital Management Group, Inc. 114.16%6.25%7.66%Q4 2015Q1 20234
Ford Financial Group, LLC 440.11%0.34%0.49%Q1 2022Q4 20224
GTS SECURITIES LLC 310.01%0.67%2.63%Q2 2023Q2 20244
HARVEST GROUP WEALTH MANAGEMENT, LLC 440.05%0.05%0.05%Q2 2022Q1 20234
ACUTE INVESTMENT ADVISORY, LLC 440.19%0.64%1.52%Q4 2021Q3 20224
MASSMUTUAL TRUST CO FSB/ADV 310.00%0.11%0.15%Q2 2018Q4 20204
WFG Advisors, LP 310.00%0.01%0.02%Q4 2014Q4 20154
Balboa Wealth Partners 310.09%0.14%0.19%Q3 2022Q4 20234
VitalStone Financial, LLC 440.01%0.01%0.01%Q3 2023Q2 20244
Visionary Wealth Advisors 310.06%0.13%0.18%Q4 2019Q2 20244
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 440.01%0.02%0.02%Q1 2020Q4 20204
Strategic Financial Concepts, LLC 220.05%0.13%0.18%Q1 2023Q2 20244
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.01%0.02%0.03%Q3 2023Q2 20244
Perigon Wealth Management, LLC 440.01%0.02%0.04%Q4 2022Q3 20234
WEALTHSOURCE PARTNERS, LLC 440.07%0.08%0.09%Q1 2018Q4 20184
Ameritas Investment Company, LLC 310.00%0.06%0.11%Q1 2020Q1 20214
OLD MISSION CAPITAL LLC 110.01%0.02%0.03%Q1 2021Q2 20244
KARLINSKI ANDREW C 440.95%1.16%1.30%Q4 2021Q3 20224
HORIZON BANCORP INC /IN/ 440.00%0.01%0.01%Q2 2023Q1 20244
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 441.25%1.65%1.90%Q4 2020Q3 20214
Advocacy Wealth Management Services, LLC 220.00%0.01%0.02%Q2 2013Q3 20194
Annis Gardner Whiting Capital Advisors, LLC 440.01%0.02%0.02%Q3 2023Q2 20244
Prostatis Group LLC 310.01%1.84%3.96%Q1 2020Q2 20234
Envestnet Portfolio Solutions, Inc. 440.01%0.03%0.04%Q3 2023Q2 20244
Root Financial Partners, LLC 440.11%0.16%0.21%Q3 2023Q2 20244
Waterloo Capital, L.P. 440.44%1.06%1.55%Q3 2023Q2 20244
BNP PARIBAS FINANCIAL MARKETS 210.00%0.00%0.00%Q1 2022Q2 20243
Heritage Financial Services, LLC 330.09%0.13%0.16%Q4 2023Q2 20243
Smartleaf Asset Management LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Prime Capital Investment Advisors, LLC 210.01%0.02%0.04%Q2 2023Q2 20243
Lake Point Wealth Management 210.00%0.00%0.01%Q1 2019Q2 20223
Delta Investment Management, LLC 330.07%0.10%0.13%Q2 2021Q4 20213
Tidemark, LLC 330.37%0.55%0.70%Q4 2023Q2 20243
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Key FInancial Inc 331.43%1.45%1.47%Q4 2023Q2 20243
Fortitude Advisory Group L.L.C. 210.01%0.07%0.16%Q4 2021Q1 20233
Concorde Asset Management, LLC 110.23%1.39%3.35%Q4 2015Q2 20203
GLOBALT Investments LLC / GA 332.34%3.37%3.89%Q4 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.01%Q4 2023Q2 20243
SageView Advisory Group, LLC 330.03%0.03%0.04%Q2 2023Q4 20233
SimpliFi, Inc. 333.21%3.34%3.41%Q2 2023Q4 20233
Kalos Management, Inc. 330.03%0.03%0.03%Q4 2022Q2 20233
Voya Financial Advisors, Inc. 111.14%1.55%1.83%Q4 2015Q1 20233
Glass Jacobson Investment Advisors llc 210.00%0.01%0.02%Q4 2022Q3 20233
RICHARDSON FINANCIAL SERVICES INC. 330.30%0.42%0.53%Q4 2023Q2 20243
Golden State Equity Partners 330.93%1.15%1.33%Q4 2020Q2 20213
Breed's Hill Capital LLC 330.29%0.31%0.32%Q4 2023Q2 20243
Hutchens & Kramer Investment Management Group, LLC 330.12%0.13%0.16%Q4 2023Q2 20243
Valeo Financial Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Integrated Investment Consultants, LLC 330.12%0.23%0.42%Q1 2022Q3 20223
ADVANTAGE INVESTMENT MANAGEMENT, LLC 330.49%0.69%0.82%Q2 2015Q4 20153
StrategIQ Financial Group, LLC 330.03%0.05%0.08%Q2 2023Q4 20233
Colonial River Investments, LLC 210.11%1.90%5.46%Q4 2021Q1 20233
Moloney Securities Asset Management, LLC 210.06%0.24%0.59%Q1 2019Q4 20203
NewEdge Wealth, LLC 330.42%0.44%0.46%Q4 2023Q2 20243
Beaumont Capital Management, LLC 330.63%0.66%0.69%Q1 2023Q3 20233
Hibernia Wealth Partners, LLC 210.21%3.45%9.80%Q3 2023Q2 20243
EIGHT 31 FINANCIAL, LLC 332.05%2.65%3.48%Q4 2023Q2 20243
One Day In July LLC 331.21%3.58%5.88%Q4 2023Q2 20243
Pinnacle Advisory Group, Inc. 110.06%0.38%0.96%Q3 2013Q4 20143
Austin Private Wealth, LLC 330.03%0.04%0.06%Q4 2023Q2 20243
Bay Harbor Wealth Management, LLC 330.00%0.01%0.01%Q2 2022Q4 20223
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.31%0.75%1.10%Q1 2015Q3 20163
CULLEN/FROST BANKERS, INC. 210.00%0.00%0.00%Q3 2019Q4 20233
THOMASPARTNERS, INC. 331.35%1.49%1.66%Q3 2017Q1 20183
McAdam, LLC 330.02%0.02%0.02%Q4 2023Q2 20243
Ignite Planners, LLC 330.12%0.15%0.17%Q1 2023Q3 20233
International Private Wealth Advisors LLC 330.41%0.53%0.60%Q4 2023Q2 20243
BARCLAYS PLC 210.00%0.00%0.00%Q2 2018Q3 20213
Covenant Partners, LLC 110.37%0.52%0.64%Q2 2019Q1 20233
Americana Partners, LLC 330.03%0.05%0.07%Q4 2023Q2 20243
Redwood Investment Management, LLC 330.99%2.57%4.22%Q4 2018Q2 20193
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
Abich Financial Wealth Management LLC 330.13%0.19%0.28%Q4 2023Q2 20243
Hanlon Investment Management, Inc. 330.09%0.10%0.11%Q1 2023Q3 20233
Latitude Advisors, LLC 330.64%0.73%0.88%Q4 2023Q2 20243
Heirloom Wealth Management 330.32%0.40%0.51%Q4 2021Q2 20223
Tilson Financial Group, Inc. 330.21%4.56%8.82%Q4 2023Q2 20243
Objectivity Squared, LLC 330.36%0.38%0.41%Q4 2023Q2 20243
Tennessee Valley Asset Management Partners 210.02%0.46%1.14%Q3 2022Q4 20233
Ashton Thomas Private Wealth, LLC 110.04%4.54%7.57%Q2 2019Q1 20233
Pathway Financial Advisors LLC 330.25%0.28%0.31%Q4 2023Q2 20243
Rehmann Capital Advisory Group 110.03%0.06%0.13%Q4 2015Q2 20203
Vermillion & White Wealth Management Group, LLC 334.22%4.92%5.68%Q4 2023Q2 20243
Titan Manages, LLC 330.48%0.50%0.50%Q2 2019Q4 20193
M&T BANK CORP 210.00%0.00%0.00%Q1 2014Q4 20173
INVESTMENT PARTNERS, LTD. 330.24%0.38%0.47%Q3 2015Q1 20163
Black Diamond Financial, LLC 330.17%1.33%3.64%Q4 2023Q2 20243
Vantage Financial Partners, LLC 330.36%0.46%0.54%Q4 2023Q2 20243
Tri-Star Advisors Inc. 330.35%0.37%0.42%Q2 2022Q4 20223
TWIN PEAKS WEALTH ADVISORS, LLC 330.44%0.47%0.50%Q4 2023Q2 20243
MERCER GLOBAL ADVISORS INC /ADV 210.00%0.00%0.00%Q3 2022Q2 20233
Transcendent Capital Group LLC 330.08%0.09%0.10%Q4 2023Q2 20243
Global Financial Private Capital, Inc 210.00%0.54%0.96%Q2 2019Q2 20203
NAPATREE CAPITAL LLC 330.75%0.83%0.92%Q4 2023Q2 20243
RFG Advisory, LLC 210.02%0.03%0.04%Q2 2022Q4 20233
Independent Advisor Alliance 330.02%0.02%0.03%Q4 2023Q2 20243
Pineridge Advisors LLC 330.03%0.03%0.03%Q4 2023Q2 20243
Accurate Wealth Management, LLC 330.06%0.36%0.91%Q2 2022Q4 20223
Founders Financial Alliance, LLC 110.00%0.01%0.01%Q1 2021Q1 20243
Creekmur Asset Management LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Janney Montgomery Scott LLC 330.00%0.00%0.01%Q1 2020Q3 20203
Melone Private Wealth, LLC 332.26%2.34%2.38%Q1 2023Q3 20233
Cedar Brook Financial Partners, LLC 110.18%0.25%0.35%Q2 2019Q1 20233
VERUS CAPITAL PARTNERS, LLC 210.01%0.04%0.10%Q4 2019Q2 20243
WBI INVESTMENTS, LLC 110.04%0.23%0.42%Q4 2017Q4 20212
Morningstar Investment Services LLC 220.01%0.01%0.01%Q4 2023Q1 20242
LongView Wealth Management 220.09%0.12%0.14%Q1 2024Q2 20242
Western Pacific Wealth Management, LP 110.00%0.01%0.02%Q3 2022Q1 20242
RAYMOND JAMES TRUST N.A. 110.01%0.02%0.03%Q4 2022Q3 20232
TSA Wealth Managment LLC 220.26%0.27%0.28%Q4 2023Q1 20242
Destination Wealth Management 110.00%0.00%0.00%Q2 2018Q1 20192
HTLF Bank 220.70%0.71%0.71%Q1 2024Q2 20242
FIRST MERCHANTS CORP 220.03%0.03%0.04%Q3 2017Q4 20172
CENTAURUS FINANCIAL, INC. 110.00%0.04%0.08%Q2 2018Q1 20232
American Financial Network Advisory Services LLC 220.02%0.03%0.03%Q3 2017Q4 20172
TimeScale Financial, Inc. 220.12%0.14%0.15%Q1 2023Q2 20232
Concord Wealth Partners 110.00%0.01%0.03%Q2 2022Q4 20222
Golden State Wealth Management, LLC 110.00%0.02%0.03%Q1 2020Q3 20202
Blue Trust, Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
DB Fitzpatrick & Co, Inc 110.58%0.62%0.66%Q4 2021Q4 20222
FAS Wealth Partners, Inc. 110.00%0.00%0.01%Q4 2022Q3 20232
FDx Advisors, Inc. 110.52%0.91%1.30%Q4 2015Q2 20192
ZEKE CAPITAL ADVISORS, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
KESTRA PRIVATE WEALTH SERVICES, LLC 220.02%0.02%0.02%Q3 2020Q4 20202
NEW ENGLAND SECURITIES CORP /MA/ 220.00%0.00%0.00%Q1 2014Q2 20142
Betterment LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Coordinated Financial Services, Inc./CO 220.41%0.41%0.41%Q1 2024Q2 20242
McAdams Wright Ragen, Inc. 220.02%0.02%0.02%Q2 2013Q3 20132
VisionPoint Advisory Group, LLC 220.01%0.02%0.03%Q4 2023Q1 20242
Oakworth Capital, Inc. 220.00%0.00%0.00%Q4 2023Q1 20242
BARTLETT & CO. WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2019Q2 20222
XML Financial, LLC 220.58%0.60%0.61%Q1 2024Q2 20242
V Wealth Advisors LLC 220.24%0.31%0.38%Q1 2023Q2 20232
Goodwin Investment Advisory 220.00%0.00%0.01%Q2 2022Q3 20222
Filbrandt Wealth Management, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
SIMPLEX TRADING, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Financial Gravity Asset Management, Inc. 110.01%0.04%0.08%Q4 2022Q2 20232
Virtu Financial LLC 110.02%0.02%0.03%Q4 2017Q2 20182
PERSONAL CFO SOLUTIONS, LLC 110.51%0.78%1.04%Q2 2020Q1 20232
Financial Connections Group, Inc. 220.01%0.01%0.02%Q1 2024Q2 20242
Cook Wealth, LLC 220.16%0.17%0.19%Q1 2024Q2 20242
SEI INVESTMENTS CO 110.00%0.00%0.00%Q4 2016Q3 20172
Waverly Advisors, LLC 220.02%0.03%0.03%Q1 2024Q2 20242
PRINCIPAL FINANCIAL GROUP INC 220.00%0.00%0.00%Q4 2018Q1 20192
TPG Financial Advisors, LLC 111.07%2.87%4.67%Q4 2018Q4 20232
WOLFF WIESE MAGANA LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Retirement Planning Group, LLC 220.59%0.65%0.72%Q1 2024Q2 20242
MGO ONE SEVEN LLC 220.02%0.07%0.11%Q1 2024Q2 20242
Northwest Financial Advisors 220.42%0.43%0.44%Q1 2024Q2 20242
EHRLICH FINANCIAL GROUP 220.38%1.18%1.98%Q4 2023Q1 20242
OmniStar Financial Group, Inc. 220.93%0.94%0.94%Q1 2024Q2 20242
WASHINGTON TRUST BANK 220.03%0.03%0.03%Q2 2023Q3 20232
Apollon Financial, LLC 220.23%0.38%0.53%Q4 2023Q1 20242
ROCKY MOUNTAIN ADVISERS, LLC 220.08%0.13%0.18%Q3 2022Q4 20222
LifeGuide Financial Advisors, LLC 110.38%0.59%0.79%Q2 2022Q4 20222
Bellecapital International Ltd. 220.26%0.27%0.27%Q2 2019Q3 20192
Virtue Capital Management, LLC 112.32%2.64%2.96%Q2 2019Q2 20202
Diversified, LLC 220.03%0.03%0.03%Q1 2024Q2 20242
Santori & Peters, Inc. 220.27%0.28%0.29%Q4 2020Q1 20212
1832 Asset Management L.P. 220.00%0.00%0.00%Q1 2022Q2 20222
Rooted Wealth Advisors, Inc. 220.57%0.80%1.03%Q4 2022Q1 20232
Model Capital Management LLC 2220.03%20.17%20.30%Q4 2020Q1 20212
HARBOR INVESTMENT ADVISORY, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Frazier Financial Advisors, LLC 220.00%0.00%0.00%Q4 2023Q1 20242
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q1 2024Q2 20242
Bluefin Trading, LLC 110.02%0.04%0.07%Q2 2013Q2 20152
Kovitz Investment Group Partners, LLC 220.02%0.02%0.03%Q1 2024Q2 20242
Partnervest Advisory Services LLC 220.00%0.00%0.00%Q1 2014Q2 20142
First Personal Financial Services 110.00%0.00%0.01%Q4 2019Q1 20232
Hobbs Group Advisors, LLC 115.87%6.01%6.15%Q4 2023Q2 20242
Private Portfolio Partners LLC 220.13%0.16%0.18%Q3 2022Q4 20222
COZAD ASSET MANAGEMENT INC 220.15%0.15%0.16%Q2 2020Q3 20202
WealthPLAN Partners, LLC 220.01%0.01%0.02%Q1 2023Q2 20232
Acropolis Investment Management, LLC 220.04%0.04%0.05%Q2 2022Q3 20222
Apollon Wealth Management, LLC 220.10%0.16%0.22%Q1 2023Q2 20232
NAPA WEALTH MANAGEMENT 220.29%0.74%1.19%Q1 2024Q2 20242
Balentine LLC 110.00%0.00%0.01%Q1 2015Q1 20212
THOMPSON DAVIS & CO., INC. 220.24%0.49%0.75%Q1 2024Q2 20242
Walkner Condon Financial Advisors LLC 220.05%0.06%0.08%Q4 2023Q1 20242
VSR Financial Services, Inc. 220.02%0.03%0.03%Q3 2015Q4 20152
Glovista Investments LLC 220.08%0.16%0.24%Q2 2020Q3 20202
Weaver Consulting Group 220.00%0.00%0.00%Q2 2020Q3 20202
MGO Private Wealth, LLC 220.17%0.21%0.25%Q3 2022Q4 20222
WALLER FINANCIAL PLANNING GROUP, INC 220.25%0.27%0.29%Q1 2024Q2 20242
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q1 2023Q2 20232
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 220.02%0.02%0.02%Q1 2024Q2 20242
BMS Financial Advisors, LLC 220.17%2.80%5.43%Q1 2023Q2 20232
Gladstone Institutional Advisory LLC 220.04%0.07%0.10%Q1 2024Q2 20242
Cyrus J. Lawrence, LLC 220.00%0.00%0.01%Q2 2022Q3 20222
JT Stratford LLC 220.44%0.45%0.45%Q1 2024Q2 20242
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Avior Wealth Management, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
WEALTHCARE CAPITAL MANAGEMENT LLC 110.19%0.33%0.48%Q4 2021Q4 20222
Strategic Advocates LLC 220.14%0.19%0.24%Q3 2023Q4 20232
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q4 2022Q3 20232
BAIRD ROBERT W & CO INC /WI/ 220.01%0.01%0.01%Q2 2013Q3 20132
Second Line Capital, LLC 220.07%0.09%0.10%Q4 2023Q1 20242
Strategic Investment Advisors / MI 220.10%0.11%0.11%Q1 2024Q2 20242
BOYS ARNOLD & CO INC 110.07%0.14%0.20%Q4 2015Q2 20162
CHANNEL WEALTH LLC 220.14%0.35%0.56%Q1 2023Q2 20232
Lee Financial Group Hawaii, Inc. 112.86%2.86%2.86%Q4 2020Q4 20201
High Falls Advisors, Inc 110.06%0.06%0.06%Q2 2024Q2 20241
Cornell Pochily Investment Advisors, Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
Shilanski & Associates, Inc. 110.29%0.29%0.29%Q2 2019Q2 20191
Leslie Global Wealth, LLC 115.82%5.82%5.82%Q2 2024Q2 20241
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q1 2024Q1 20241
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
Brinker Capital Investments, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
BAKER TILLY WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Covenant Multifamily Offices, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
D. SCOTT NEAL, INC. 110.28%0.28%0.28%Q1 2023Q1 20231
Paradigm Financial Partners, LLC 110.10%0.10%0.10%Q2 2019Q2 20191
Parcion Private Wealth LLC 110.30%0.30%0.30%Q2 2022Q2 20221
Private Capital Group, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
SouthState Corp 110.00%0.00%0.00%Q3 2020Q3 20201
Patriot Financial Group Insurance Agency, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CLEAR INVESTMENT RESEARCH, LLC 110.68%0.68%0.68%Q4 2023Q4 20231
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Horan Securities, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
BOK Financial Private Wealth, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Foundations Investment Advisors, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Venturi Wealth Management, LLC 110.01%0.01%0.01%Q1 2024Q1 20241
West Wealth Group, LLC 110.14%0.14%0.14%Q4 2023Q4 20231
Clearstead Advisors, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Vanguard Personalized Indexing Management, LLC 110.24%0.24%0.24%Q1 2020Q1 20201
OAK HARBOR WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Leisure Capital Management 110.13%0.13%0.13%Q3 2022Q3 20221
Allegis Investment Advisors, LLC 110.14%0.14%0.14%Q4 2015Q4 20151
Outlook Wealth Advisors, LLC 110.14%0.14%0.14%Q4 2023Q4 20231
Sterling Investment Counsel, LLC 110.24%0.24%0.24%Q1 2023Q1 20231
TFB Advisors LLC 111.34%1.34%1.34%Q1 2023Q1 20231
CETERA INVESTMENT MANAGEMENT LLC 110.69%0.69%0.69%Q4 2015Q4 20151
Grey Fox Wealth Advisors, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Menard Financial Group LLC 115.90%5.90%5.90%Q2 2020Q2 20201
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Interchange Capital Partners, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Empowered Funds, LLC 110.29%0.29%0.29%Q2 2020Q2 20201
Beirne Wealth Consulting Services, LLC 110.10%0.10%0.10%Q4 2023Q4 20231
Headlands Technologies LLC 110.13%0.13%0.13%Q4 2023Q4 20231
Center For Asset Management LLC 110.35%0.35%0.35%Q2 2024Q2 20241
Prestige Wealth Management Group LLC 110.08%0.08%0.08%Q4 2018Q4 20181
Hardin Capital Partners, LLC 110.61%0.61%0.61%Q2 2024Q2 20241
Ausdal Financial Partners, Inc. 110.05%0.05%0.05%Q4 2015Q4 20151
Argentus Capital Management, LLC 112.90%2.90%2.90%Q4 2015Q4 20151
Fortis Group Advisors, LLC 110.32%0.32%0.32%Q3 2020Q3 20201
Hefty Wealth Partners 110.00%0.00%0.00%Q1 2018Q1 20181
Horizon Wealth Management, LLC 114.96%4.96%4.96%Q2 2023Q2 20231
Regal Investment Advisors LLC 110.26%0.26%0.26%Q2 2020Q2 20201
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
PagnatoKarp Partners LLC 111.06%1.06%1.06%Q4 2016Q4 20161
AQR Capital Management 110.00%0.00%0.00%Q2 2024Q2 20241
Opes Wealth Management LLC 110.19%0.19%0.19%Q2 2023Q2 20231
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Advisors Preferred, LLC 110.02%0.02%0.02%Q3 2015Q3 20151
LaSalle St. Investment Advisors, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
FIRST TRUST ADVISORS LP 110.00%0.00%0.00%Q1 2020Q1 20201
NBT BANK N A /NY 110.00%0.00%0.00%Q1 2024Q1 20241
Kistler-Tiffany Companies, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Abound Wealth Management 110.00%0.00%0.00%Q4 2022Q4 20221
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Horizon Investments, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Cerity Partners LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Financial Strategies Group, Inc. 110.14%0.14%0.14%Q1 2022Q1 20221
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
CIBC Private Wealth Group LLC 110.00%0.00%0.00%Q2 2024Q2 20241
QS Investors, LLC 110.03%0.03%0.03%Q1 2016Q1 20161
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Financial Consulate Inc. 110.29%0.29%0.29%Q2 2021Q2 20211
BERKSHIRE ASSET MANAGEMENT LLC/PA 110.19%0.19%0.19%Q2 2024Q2 20241
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FLPUTNAM INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q2 2024Q2 20241
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2023Q4 20231
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
TCG Advisors, LP 110.00%0.00%0.00%Q1 2019Q1 20191
FULTON BREAKEFIELD BROENNIMAN LLC 110.02%0.02%0.02%Q4 2023Q4 20231
Rakuten Securities, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 110.04%0.04%0.04%Q4 2018Q4 20181
Cascadia Advisory Services, LLC 112.37%2.37%2.37%Q2 2020Q2 20201
Centric Wealth Management 111.38%1.38%1.38%Q2 2024Q2 20241
RITHOLTZ WEALTH MANAGEMENT 110.38%0.38%0.38%Q4 2017Q4 20171
LOCKERMAN FINANCIAL GROUP, INC. 110.57%0.57%0.57%Q1 2023Q1 20231
D.A. DAVIDSON & CO. 110.01%0.01%0.01%Q4 2022Q4 20221
Gleason Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Raab & Moskowitz Asset Management LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Wealth Management Solutions, LLC 110.39%0.39%0.39%Q4 2022Q4 20221
Lumature Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Forum Financial Management, LP 110.04%0.04%0.04%Q1 2024Q1 20241
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
GUARDIAN WEALTH ADVISORS, LLC / NC 110.00%0.00%0.00%Q4 2023Q4 20231
Family Firm, Inc. 110.01%0.01%0.01%Q2 2024Q2 20241
K2 PRINCIPAL FUND, L.P. 110.43%0.43%0.43%Q3 2023Q3 20231
River Wealth Advisors LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Pinion Investment Advisors, LLC 110.43%0.43%0.43%Q2 2019Q2 20191
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Bogart Wealth, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Kozak & Associates, Inc. 110.00%0.00%0.00%Q1 2024Q1 20241
Trexquant Investment LP 110.01%0.01%0.01%Q2 2023Q2 20231
Able Wealth Management LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Retirement Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Quadrature Capital Ltd 110.01%0.01%0.01%Q2 2024Q2 20241
AVIANCE CAPITAL MANAGEMENT, LLC 110.41%0.41%0.41%Q4 2015Q4 20151
Glassman Wealth Services 110.01%0.01%0.01%Q1 2023Q1 20231
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q1 2024Q1 20241
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
MinichMacGregor Wealth Management, LLC 110.10%0.10%0.10%Q4 2015Q4 20151
Pure Financial Advisors, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Visionary Asset Management, Inc. 116.68%6.68%6.68%Q4 2015Q4 20151
M Holdings Securities, Inc. 110.24%0.24%0.24%Q2 2024Q2 20241
LINCOLN NATIONAL CORP 110.00%0.00%0.00%Q4 2023Q4 20231
Gupta Wealth Management LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Goelzer Investment Management, Inc. 110.66%0.66%0.66%Q4 2022Q4 20221
Antonetti Capital Management LLC 110.03%0.03%0.03%Q2 2013Q2 20131
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
HOWE & RUSLING INC 110.00%0.00%0.00%Q4 2023Q4 20231
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Crane Advisory, LLC 110.06%0.06%0.06%Q4 2023Q4 20231
CBIZ Investment Advisory Services, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Strategic Wealth Investment Group, LLC 110.07%0.07%0.07%Q3 2022Q3 20221
MANNING & NAPIER ADVISORS LLC 110.53%0.53%0.53%Q2 2024Q2 20241
Blueprint Investment Partners LLC 110.13%0.13%0.13%Q2 2023Q2 20231
Cedar Mountain Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
SUNTRUST BANKS INC 110.00%0.00%0.00%Q2 2019Q2 20191
1620 INVESTMENT ADVISORS, INC. 110.01%0.01%0.01%Q2 2024Q2 20241
Sage Mountain Advisors LLC 110.00%0.00%0.00%Q1 2024Q1 20241
COLTON GROOME FINANCIAL ADVISORS, LLC 114.22%4.22%4.22%Q2 2019Q2 20191
SFG Wealth Management, LLC. 110.33%0.33%0.33%Q4 2022Q4 20221
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 110.08%0.08%0.08%Q3 2021Q3 20211
CABANA LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Allen Capital Group, LLC 110.10%0.10%0.10%Q1 2018Q1 20181
Caitlin John, LLC 110.04%0.04%0.04%Q4 2023Q4 20231
HYA Advisors, Inc 110.14%0.14%0.14%Q2 2022Q2 20221
LEVEL FOUR FINANCIAL, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
USA FINANCIAL FORMULAS 115.04%5.04%5.04%Q1 2016Q1 20161
Harbour Capital Advisors, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Strategic Asset Management, LLC 110.19%0.19%0.19%Q3 2022Q3 20221
Capital Asset Advisory Services LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q1 2024Q1 20241
Centennial Wealth Advisory LLC 110.79%0.79%0.79%Q1 2023Q1 20231
ISLAY CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
CarsonAllaria Wealth Management, Ltd. 110.01%0.01%0.01%Q1 2024Q1 20241
HM PAYSON & CO 110.00%0.00%0.00%Q3 2023Q3 20231
Camelot Portfolios, LLC 110.16%0.16%0.16%Q4 2015Q4 20151
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Financial Network Wealth Advisors LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Evercore Wealth Management, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
BEACON FINANCIAL GROUP 110.14%0.14%0.14%Q2 2019Q2 20191
Commonwealth Equity Services, Inc 110.00%0.00%0.00%Q3 2014Q3 20141
External links

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