SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.22%0.95%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 3470.00%0.04%0.30%Q2 2013Q3 202341
ROYAL BANK OF CANADA 4010.00%0.00%0.01%Q2 2013Q3 202341
ASSETMARK, INC 40400.00%0.25%3.28%Q4 2013Q3 202340
AMERIPRISE FINANCIAL INC 3460.00%0.04%0.16%Q2 2013Q3 202340
LPL Financial LLC 37370.00%0.08%0.51%Q3 2014Q3 202337
PNC FINANCIAL SERVICES GROUP, INC. 2230.00%0.00%0.00%Q3 2013Q3 202337
Private Advisor Group, LLC 37370.00%0.10%0.45%Q3 2014Q3 202337
UBS Group AG 36360.00%0.02%0.06%Q4 2014Q3 202336
STEPHENS INC /AR/ 34340.03%0.85%2.24%Q2 2015Q3 202334
STATE STREET CORP 33330.00%0.00%0.02%Q3 2015Q3 202333
Migdal Insurance & Financial Holdings Ltd. 32320.00%0.02%0.26%Q4 2015Q3 202332
Capital Investment Advisors, LLC 17150.02%0.32%1.32%Q4 2015Q4 202332
Raymond James Financial Services Advisors, Inc. 2740.00%0.01%0.04%Q3 2015Q3 202331
RMB Capital Management, LLC 30300.01%0.01%0.03%Q2 2016Q3 202330
BlackRock Inc. 2640.00%0.00%0.00%Q4 2015Q3 202330
COMERICA BANK 2910.00%0.02%0.06%Q4 2015Q3 202330
Snowden Capital Advisors LLC 2280.04%0.17%0.41%Q1 2016Q3 202330
IFP Advisors, Inc 1710.00%0.03%0.18%Q4 2015Q3 202329
CITIGROUP INC 1410.00%0.00%0.00%Q2 2013Q3 202328
REILLY FINANCIAL ADVISORS, LLC 1310.00%0.00%0.01%Q2 2013Q4 202127
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1210.00%0.00%0.00%Q2 2013Q3 202327
JPMORGAN CHASE & CO 2430.00%0.00%0.01%Q2 2016Q3 202327
JANE STREET GROUP, LLC 810.00%0.02%0.11%Q1 2014Q3 202327
Bank of New York Mellon Corp 1210.00%0.00%0.00%Q2 2013Q3 202326
Global Retirement Partners, LLC 1970.00%0.56%1.77%Q1 2017Q3 202326
FIFTH THIRD BANCORP 1810.00%0.00%0.00%Q4 2014Q1 202325
LADENBURG THALMANN FINANCIAL SERVICES INC. 25250.00%0.03%0.43%Q4 2013Q4 201925
Wela Strategies, Inc. 2010.29%9.45%16.47%Q1 2017Q4 202324
Legacy Private Trust Co. 2130.02%0.90%3.33%Q1 2016Q3 202224
STEPHENS GROUP ASSET MANAGEMENT, LLC 24243.38%6.24%8.79%Q4 2017Q3 202324
Citadel Advisors 810.00%0.00%0.01%Q1 2016Q3 202324
SIGNET FINANCIAL MANAGEMENT, LLC 24240.30%1.62%4.42%Q4 2017Q3 202324
Transamerica Financial Advisors, Inc. 1510.00%0.17%0.81%Q2 2015Q3 202324
Arete Wealth Advisors, LLC 1950.00%0.20%0.34%Q3 2017Q3 202324
Moisand Fitzgerald Tamayo, LLC 23230.68%1.16%1.88%Q1 2018Q3 202323
West Coast Financial LLC 23230.03%0.20%0.55%Q4 2016Q2 202223
RAYMOND JAMES & ASSOCIATES 1940.00%0.00%0.01%Q3 2015Q3 202323
GenWealth Group, Inc. 22220.10%0.27%0.51%Q2 2018Q3 202322
Advisory Services Network, LLC 1110.00%0.01%0.04%Q4 2015Q3 202322
MML INVESTORS SERVICES, LLC 1570.00%0.02%0.14%Q4 2017Q3 202322
CX Institutional 22220.00%1.70%3.94%Q2 2018Q3 202322
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1410.00%0.00%0.00%Q1 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Willow Creek Wealth Management Inc. 21210.12%2.59%6.17%Q3 2018Q3 202321
BANK OF MONTREAL /CAN/ 1120.00%0.01%0.02%Q2 2016Q3 202321
CWM, LLC 1030.00%0.08%0.74%Q4 2015Q3 202321
Stratos Wealth Partners, LTD. 1610.00%0.20%0.73%Q4 2015Q3 202320
HighTower Advisors, LLC 1010.00%0.01%0.06%Q4 2015Q3 202320
Cambridge Investment Research Advisors, Inc. 1910.00%0.03%0.07%Q4 2015Q3 202320
S. R. Schill & Associates 20203.70%6.14%8.41%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
FMR LLC 1610.00%0.00%0.00%Q3 2018Q3 202319
Geneos Wealth Management Inc. 1810.00%0.01%0.02%Q1 2016Q3 202319
Belpointe Asset Management LLC 1610.01%0.05%0.13%Q4 2017Q1 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Stonebridge Capital Advisors LLC 19190.02%0.03%0.06%Q1 2019Q3 202319
Jackson Hole Capital Partners, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
AE Wealth Management LLC 18180.00%0.09%0.22%Q2 2019Q3 202318
THRIVENT FINANCIAL FOR LUTHERANS 18180.00%0.03%0.09%Q2 2019Q3 202318
Gradient Investments LLC 18180.01%1.10%4.15%Q2 2019Q3 202318
Financial Enhancement Group LLC 18180.01%1.01%6.87%Q2 2019Q3 202318
Rex Capital Advisors, LLC 18180.17%0.19%0.24%Q3 2016Q4 202018
Creative Planning 810.00%0.00%0.01%Q2 2013Q3 202318
Steward Partners Investment Advisory, LLC 1710.00%0.03%0.22%Q4 2016Q3 202318
BLAIR WILLIAM & CO/IL 1250.00%0.02%0.08%Q2 2019Q3 202317
TWO SIGMA SECURITIES, LLC 710.00%0.06%0.37%Q3 2015Q3 202317
Financial Engines Advisors L.L.C. 17170.00%1.18%1.99%Q3 2019Q3 202317
STIFEL FINANCIAL CORP 610.00%0.01%0.05%Q3 2014Q3 202317
Parallel Advisors, LLC 17170.00%0.01%0.07%Q3 2019Q3 202317
MA Private Wealth 16160.19%0.84%1.23%Q4 2019Q3 202316
Continuum Advisory, LLC 16160.10%1.05%4.08%Q4 2019Q3 202316
Municipal Employees' Retirement System of Michigan 1420.00%7.64%11.64%Q3 2019Q3 202316
LEVEL FOUR ADVISORY SERVICES, LLC 16160.01%0.67%1.45%Q4 2019Q3 202316
Leicht Financial Planning & Wealth Management, Inc. 16162.45%7.15%19.10%Q4 2019Q3 202316
Manning & Napier Group, LLC 16160.20%0.34%0.55%Q4 2019Q3 202316
AdvisorNet Financial, Inc 1010.00%0.00%0.02%Q4 2017Q3 202316
CREATIVE FINANCIAL DESIGNS INC /ADV 16160.01%0.02%0.05%Q4 2019Q3 202316
Your Advocates Ltd., LLP 15150.04%0.30%1.30%Q1 2020Q3 202315
PrairieView Partners, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Cranbrook Wealth Management, LLC 15150.16%0.29%0.51%Q1 2020Q3 202315
Equitable Holdings, Inc. 15150.01%0.05%0.31%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.02%0.34%Q2 2016Q4 201915
Horst & Graben Wealth Management LLC 15150.07%2.73%8.18%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.05%0.22%Q1 2020Q3 202315
HUNTINGTON NATIONAL BANK 15150.01%0.01%0.01%Q3 2016Q1 202015
PARK AVENUE SECURITIES LLC 1110.13%0.26%0.39%Q4 2015Q3 202314
FINANCIAL CONSULATE, INC 14140.12%0.28%0.46%Q3 2019Q4 202214
US BANCORP \DE\ 710.00%0.00%0.00%Q4 2015Q3 202314
Wealthcare Advisory Partners LLC 14140.01%0.19%0.38%Q4 2019Q1 202314
AGF INVESTMENTS INC. 950.00%0.01%0.02%Q3 2015Q1 201914
PRUDENTIAL FINANCIAL INC 14140.00%0.00%0.00%Q2 2020Q3 202314
FLOW TRADERS U.S. LLC 410.00%0.75%3.60%Q2 2018Q3 202314
Kingsview Wealth Management, LLC 860.04%0.16%0.28%Q1 2020Q3 202314
TSFG, LLC 14140.00%0.11%1.37%Q2 2020Q3 202314
Stadion Money Management, LLC 910.21%1.21%2.08%Q3 2016Q4 202214
AVANTAX ADVISORY SERVICES, INC. 14140.00%0.07%0.18%Q2 2020Q3 202314
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 950.01%0.06%0.11%Q4 2017Q4 202114
Tower Research Capital LLC (TRC) 410.00%0.01%0.02%Q1 2017Q3 202314
GW HENSSLER & ASSOCIATES LTD 1120.02%0.03%0.04%Q3 2019Q4 202213
CAPTRUST FINANCIAL ADVISORS 940.00%0.00%0.00%Q3 2017Q2 202213
Cetera Advisors LLC 1210.00%0.02%0.08%Q1 2019Q3 202313
DRW Securities, LLC 1120.02%0.08%0.44%Q2 2013Q1 201813
Simplicity Solutions, LLC 510.01%0.13%0.52%Q4 2015Q2 202313
COMMONWEALTH EQUITY SERVICES, LLC 1030.00%0.00%0.01%Q2 2020Q3 202313
TRUIST FINANCIAL CORP 1210.00%0.02%0.03%Q2 2020Q3 202313
GREAT VALLEY ADVISOR GROUP, INC. 850.02%0.22%0.87%Q2 2020Q3 202313
Rockefeller Capital Management L.P. 13130.02%0.03%0.04%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.04%0.12%Q3 2020Q3 202313
FIRSTMERIT BANK N A TRUSTEE 13130.05%0.05%0.06%Q2 2013Q2 201613
CGN Advisors LLC 12120.05%0.51%1.47%Q4 2020Q3 202312
Sound Income Strategies, LLC 1110.00%0.01%0.02%Q1 2020Q3 202312
Blue Edge Capital, LLC 12120.74%1.08%1.39%Q4 2013Q3 201612
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1110.00%0.00%0.00%Q1 2020Q3 202312
Community Bank, N.A. 12120.01%0.04%0.08%Q1 2019Q4 202112
First Horizon Advisors, Inc. 910.01%0.09%0.22%Q4 2015Q3 202312
Good Life Advisors, LLC 12120.02%0.14%0.32%Q3 2020Q2 202312
Insight Advisors, LLC/ PA 12120.16%0.31%0.51%Q4 2020Q3 202312
American Portfolios Advisors 1020.00%0.02%0.16%Q1 2019Q3 202212
Sowell Financial Services LLC 710.00%0.08%0.51%Q3 2019Q3 202312
Vestmark Advisory Solutions, Inc. 12120.02%0.15%0.32%Q4 2020Q3 202312
Cetera Investment Advisers 12120.00%0.06%0.24%Q4 2020Q3 202312
Onyx Bridge Wealth Group LLC 12120.14%3.71%10.53%Q4 2020Q3 202312
NOTTINGHAM ADVISORS, INC. 12120.07%0.25%0.47%Q1 2019Q4 202112
Baystate Wealth Management LLC 12120.00%0.09%0.30%Q4 2020Q3 202312
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 12120.25%0.52%0.80%Q4 2020Q3 202312
HC FINANCIAL ADVISORS INC 12120.02%0.18%0.50%Q3 2019Q2 202212
Cornerstone Wealth Management, LLC 810.03%0.15%0.34%Q3 2016Q3 202312
MARINER INDEPENDENT ADVISOR NETWORK, LLC 11110.14%0.39%0.56%Q1 2020Q3 202211
Renaissance Technologies 830.00%0.01%0.01%Q1 2019Q4 202111
Boltwood Capital Management 1010.11%0.28%0.68%Q1 2021Q4 202311
BENJAMIN F. EDWARDS & COMPANY, INC. 410.00%0.28%0.74%Q4 2013Q1 202311
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 11110.02%0.53%2.42%Q1 2019Q3 202111
Brookstone Capital Management 1010.01%0.13%0.35%Q4 2020Q3 202311
INTEGRATED CAPITAL MANAGEMENT, INC. 11112.81%3.71%9.52%Q1 2021Q3 202311
Virtu KCG Holdings LLC 910.00%0.02%0.04%Q3 2013Q2 201711
LifePlan Financial Group, Inc 11110.04%0.12%0.19%Q1 2018Q3 202011
Intrua Financial, LLC 11110.06%0.22%0.38%Q3 2020Q1 202311
SHEETS SMITH WEALTH MANAGEMENT 1010.02%0.03%0.04%Q3 2019Q3 202311
Integrated Wealth Concepts LLC 1010.02%0.08%0.11%Q3 2020Q3 202311
MSI Financial Services Inc 650.00%0.01%0.06%Q2 2013Q4 201611
O'Brien Wealth Partners LLC 11113.71%6.15%9.05%Q1 2021Q3 202311
WEDBUSH SECURITIES INC 910.04%0.05%0.06%Q2 2018Q4 202010
First Heartland Consultants, Inc. 820.10%7.30%71.20%Q3 2020Q3 202310
Portland Global Advisors LLC 10100.10%1.22%3.55%Q2 2021Q3 202310
SCOTIA CAPITAL INC. 10100.00%0.02%0.04%Q2 2021Q3 202310
Mirae Asset Global Investments Co., Ltd. 10100.00%0.02%0.03%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.04%Q1 2021Q3 202310
NEXT Financial Group, Inc 710.00%0.20%1.19%Q3 2016Q4 202110
ARS Wealth Advisors, LLC 10100.11%0.16%0.24%Q3 2015Q4 201710
NewSquare Capital LLC 640.00%1.42%4.43%Q2 2015Q4 202010
Pinnacle Wealth Management Group, Inc. 10100.27%0.47%0.79%Q2 2021Q3 202310
Freedom Investment Management, Inc. 910.03%0.07%0.17%Q4 2015Q1 202310
WJ Wealth Management, LLC 810.27%3.56%9.45%Q1 2020Q1 20239
Mutual Advisors, LLC 990.02%0.32%0.55%Q3 2021Q3 20239
Aspire Private Capital, LLC 610.01%0.45%1.24%Q2 2019Q3 20239
Invesco Ltd. 990.00%0.00%0.00%Q2 2013Q2 20159
BAILARD, INC. 990.02%0.09%0.17%Q3 2021Q3 20239
MATHER GROUP, LLC. 810.01%0.16%0.26%Q2 2020Q3 20239
Advisor Resource Council 630.20%0.40%0.65%Q2 2021Q3 20239
AlphaStar Capital Management, LLC 990.06%0.08%0.13%Q3 2021Q3 20239
FLAGSHIP HARBOR ADVISORS, LLC 810.11%0.52%1.33%Q1 2020Q3 20239
Private Wealth Group, LLC 990.31%8.95%26.23%Q1 2020Q1 20229
PHILADELPHIA TRUST CO 540.04%0.15%0.44%Q1 2016Q2 20189
WRAPMANAGER INC 990.07%0.11%0.21%Q1 2018Q1 20209
Orion Portfolio Solutions, LLC 410.00%0.04%0.14%Q4 2019Q3 20239
Mariner, LLC 990.00%0.01%0.03%Q3 2021Q3 20239
IHT Wealth Management, LLC 610.01%0.02%0.07%Q4 2016Q3 20239
Castleview Partners, LLC 810.00%0.02%0.07%Q2 2021Q3 20239
WOLVERINE TRADING, LLC 410.01%0.01%0.02%Q2 2016Q1 20199
MANAGED ACCOUNT ADVISORS LLC 990.02%0.03%0.03%Q2 2013Q2 20159
GeoWealth Management, LLC 610.05%0.09%0.16%Q3 2019Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.03%0.29%0.80%Q4 2021Q3 20238
Atria Investments, Inc 410.03%0.15%0.51%Q1 2019Q1 20238
NewEdge Advisors, LLC 880.20%0.54%0.99%Q4 2021Q3 20238
Empirical Asset Management, LLC 880.23%0.28%0.32%Q4 2021Q3 20238
First Allied Advisory Services, Inc. 710.01%0.04%0.14%Q4 2015Q3 20208
Truvestments Capital LLC 530.00%0.00%0.00%Q4 2020Q4 20228
Carmichael Hill & Associates, Inc. 880.01%0.03%0.05%Q4 2019Q3 20218
Garrett Wealth Advisory Group, LLC 880.54%1.26%1.52%Q4 2021Q3 20238
Lifeworks Advisors, LLC 880.29%0.71%1.32%Q4 2021Q3 20238
HILL ISLAND FINANCIAL LLC 880.49%0.59%0.70%Q4 2021Q3 20238
IBERIABANK CORP 880.46%0.80%1.00%Q3 2018Q2 20208
Allworth Financial LP 410.00%0.00%0.00%Q1 2020Q3 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.02%0.11%0.52%Q4 2021Q3 20238
Bank Julius Baer & Co. Ltd, Zurich 880.00%0.00%0.01%Q1 2020Q4 20218
IFG Advisory, LLC 880.03%0.58%3.46%Q4 2021Q3 20238
Asset Management Resources, LLC 883.74%5.97%8.56%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.41%0.49%0.57%Q1 2021Q3 20238
Capasso Planning Partners LLC 882.72%3.82%5.39%Q4 2021Q3 20238
Clear Creek Financial Management, LLC 410.09%0.32%1.52%Q3 2019Q1 20228
ST GERMAIN D J CO INC 530.00%0.26%0.55%Q4 2021Q4 20238
Narus Financial Partners, LLC 771.30%1.50%1.93%Q1 2022Q3 20237
Sandy Spring Bank 510.00%0.00%0.01%Q2 2020Q2 20237
SeaCrest Wealth Management, LLC 610.00%0.00%0.00%Q4 2017Q2 20227
Kathleen S. Wright Associates Inc. 770.00%0.01%0.01%Q1 2022Q3 20237
Beacon Capital Management, Inc. 520.01%0.03%0.06%Q2 2018Q2 20207
Aptus Capital Advisors, LLC 510.00%0.02%0.04%Q2 2019Q3 20237
Bartlett & Co. LLC 510.00%0.00%0.00%Q2 2013Q2 20227
PARAMETRIC PORTFOLIO ASSOCIATES LLC 770.02%0.04%0.08%Q3 2015Q1 20177
FormulaFolio Investments, LLC 770.10%3.80%18.49%Q4 2019Q2 20217
GOLDMAN SACHS GROUP INC 510.00%0.00%0.01%Q3 2020Q3 20237
Csenge Advisory Group 310.12%0.71%2.10%Q2 2019Q3 20237
Trilogy Capital Inc. 770.03%0.39%0.70%Q1 2022Q3 20237
BB&T SECURITIES, LLC 770.00%0.01%0.01%Q3 2015Q1 20177
Raleigh Capital Management Inc. 770.01%0.13%0.41%Q1 2022Q3 20237
Cetera Advisor Networks LLC 610.00%0.07%0.27%Q2 2020Q3 20237
Pacifica Partners Inc. 770.00%0.00%0.00%Q2 2022Q4 20237
Aveo Capital Partners, LLC 610.04%0.37%0.72%Q2 2019Q3 20237
Capital Analysts, LLC 610.00%0.00%0.01%Q3 2019Q3 20237
Charles Schwab Investment Advisory, Inc. 770.00%0.13%0.22%Q2 2018Q4 20197
Physician Wealth Advisors, Inc. 410.06%0.09%0.16%Q3 2019Q1 20227
TRUE Private Wealth Advisors 510.00%0.00%0.00%Q3 2018Q4 20207
Atria Wealth Solutions, Inc. 770.02%0.04%0.12%Q1 2022Q3 20237
XPONANCE, INC. 520.84%1.10%1.31%Q3 2015Q2 20177
GPS Wealth Strategies Group, LLC 770.01%0.43%0.85%Q1 2022Q3 20237
MANUFACTURERS LIFE INSURANCE COMPANY, THE 770.00%0.00%0.00%Q4 2015Q2 20177
GREENLEAF TRUST 610.01%0.02%0.02%Q4 2021Q3 20237
M Financial Asset Management, Inc. 520.00%0.01%0.02%Q2 2020Q4 20227
OPTIMUM INVESTMENT ADVISORS 770.01%0.01%0.01%Q3 2013Q1 20157
PSI Advisors, LLC 420.00%1.03%3.09%Q3 2021Q3 20236
Ascent Group, LLC 660.04%0.18%0.57%Q2 2022Q3 20236
CAMBRIDGE TRUST CO 660.00%0.00%0.00%Q2 2022Q3 20236
Boyd Wealth Management, LLC 515.58%9.79%13.53%Q4 2021Q2 20236
Brouwer & Janachowski, LLC 665.11%10.58%12.18%Q4 2016Q1 20186
Ancora Advisors LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Pinnacle Bancorp, Inc. 660.00%0.01%0.01%Q2 2022Q3 20236
McKinley Carter Wealth Services, Inc. 420.02%0.03%0.04%Q4 2020Q3 20236
Rede Wealth, LLC 661.57%1.99%2.35%Q2 2022Q3 20236
SIGNATUREFD, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Global Trust Asset Management, LLC 660.56%0.73%1.16%Q4 2018Q1 20206
Qube Research & Technologies Ltd 210.00%0.04%0.21%Q2 2021Q3 20236
INSIGHT 2811, INC. 310.12%0.13%0.14%Q3 2020Q2 20226
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.03%0.06%Q2 2021Q4 20226
EDMOND DE ROTHSCHILD HOLDING S.A. 660.00%0.00%0.00%Q2 2015Q3 20166
Argent Trust Co 660.02%0.02%0.04%Q3 2019Q4 20206
AMERICAN INTERNATIONAL GROUP, INC. 420.00%0.00%0.01%Q2 2013Q1 20166
Asset Dedication, LLC 510.00%0.01%0.02%Q3 2018Q1 20206
Spire Wealth Management 660.00%0.00%0.00%Q2 2022Q3 20236
Congress Wealth Management LLC / DE / 662.07%2.43%3.06%Q2 2022Q3 20236
Flagship Private Wealth, LLC 330.02%0.35%1.54%Q4 2020Q3 20236
Tradewinds Capital Management, LLC 420.00%0.00%0.00%Q1 2021Q4 20226
LIBRA WEALTH LLC 660.10%1.80%2.62%Q2 2022Q3 20236
Lucia Wealth Services, LLC 661.17%1.34%1.59%Q2 2019Q3 20206
CONFLUENCE INVESTMENT MANAGEMENT LLC 210.02%0.04%0.11%Q4 2013Q3 20226
TCWP LLC 660.04%0.06%0.09%Q4 2021Q1 20236
PRIVATE TRUST CO NA 660.03%0.13%0.26%Q2 2022Q3 20236
Larson Financial Group LLC 410.00%0.00%0.00%Q3 2020Q3 20236
KWB Wealth 660.14%0.33%0.55%Q2 2022Q3 20236
Clear Perspectives Financial Planning, LLC 660.07%0.59%2.69%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
MFA WEALTH ADVISORS, LLC 660.17%0.26%0.34%Q4 2020Q1 20226
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 660.11%0.15%0.23%Q3 2020Q4 20216
Dentgroup LLC 662.19%3.49%6.82%Q3 2022Q4 20236
SYNOVUS FINANCIAL CORP 660.68%0.71%0.75%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q2 2019Q3 20225
Western Wealth Management, LLC 550.02%0.07%0.12%Q3 2022Q3 20235
Syntal Capital Partners, LLC 552.17%2.71%3.24%Q3 2022Q3 20235
BENJAMIN EDWARDS INC 210.02%0.24%0.97%Q4 2019Q3 20225
55I, LLC 550.54%0.92%1.54%Q1 2021Q1 20225
HRT FINANCIAL LP 320.01%0.02%0.04%Q1 2022Q2 20235
JUNCTURE WEALTH STRATEGIES, LLC 410.17%0.20%0.24%Q2 2018Q1 20205
Advisory Alpha, LLC 410.00%0.02%0.03%Q4 2017Q1 20215
iAB Financial Bank 550.16%0.19%0.23%Q2 2016Q2 20175
Merit Financial Group, LLC 550.02%0.24%0.52%Q3 2022Q3 20235
MONEY CONCEPTS CAPITAL CORP 550.00%0.09%0.26%Q4 2021Q4 20225
OneDigital Investment Advisors LLC 550.35%0.56%0.73%Q3 2022Q3 20235
Vise Technologies, Inc. 550.19%0.23%0.28%Q3 2022Q3 20235
WBH ADVISORY INC 410.03%0.15%0.27%Q4 2021Q1 20235
Brooklyn FI, LLC 320.12%0.21%0.27%Q4 2021Q2 20235
WealthOne, LLC 210.01%0.38%0.79%Q4 2018Q2 20235
Vontobel Holding Ltd. 550.01%0.01%0.01%Q3 2022Q3 20235
Seaside Wealth Management, Inc. 410.12%3.43%4.60%Q2 2022Q3 20235
SRS Capital Advisors, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
MCMORGAN & CO LLC 554.26%6.16%11.40%Q2 2021Q2 20225
NATIONAL BANK OF CANADA /FI/ 550.00%0.00%0.00%Q4 2021Q4 20225
JD Financial Services Inc. 550.85%4.47%14.03%Q4 2020Q4 20215
IFS Advisors, LLC 550.45%3.01%5.21%Q4 2020Q4 20215
CreativeOne Wealth, LLC 550.02%0.03%0.05%Q2 2022Q2 20235
Mach-1 Financial Group, LLC 320.00%0.04%0.10%Q2 2022Q3 20235
Tortoise Investment Management, LLC 550.00%0.00%0.00%Q1 2019Q1 20205
Certified Advisory Corp 550.08%0.59%0.86%Q3 2022Q3 20235
Donoghue Forlines LLC 411.01%1.43%1.92%Q1 2022Q3 20235
Royal Fund Management, LLC 210.00%0.22%0.85%Q2 2017Q3 20194
Hexagon Capital Partners LLC 440.01%0.01%0.01%Q4 2022Q3 20234
PROFFITT & GOODSON INC 440.00%0.15%0.29%Q4 2021Q3 20224
LIBERTY WEALTH MANAGEMENT LLC 210.00%0.01%0.02%Q2 2019Q3 20214
Stratos Wealth Advisors, LLC 220.01%0.03%0.05%Q3 2021Q3 20234
Perigon Wealth Management, LLC 440.01%0.02%0.04%Q4 2022Q3 20234
Ford Financial Group, LLC 440.11%0.34%0.49%Q1 2022Q4 20224
Jacobi Capital Management LLC 310.00%0.40%0.82%Q2 2020Q3 20214
Prostatis Group LLC 310.01%1.84%3.96%Q1 2020Q2 20234
Covestor Ltd 440.00%0.00%0.00%Q2 2022Q1 20234
Financial Advocates Investment Management 440.02%0.12%0.21%Q4 2022Q3 20234
MASSMUTUAL TRUST CO FSB/ADV 310.00%0.11%0.15%Q2 2018Q4 20204
Hilltop Partners LLC 440.40%0.68%1.14%Q4 2022Q3 20234
WealthShield Partners, LLC 440.01%0.01%0.01%Q1 2018Q4 20184
True Wealth Design, LLC 440.97%1.15%1.32%Q4 2022Q3 20234
Beacon Bridge Wealth Partners, LLC 444.59%6.29%7.88%Q4 2022Q3 20234
Leading Edge Financial Planning LLC 440.40%0.56%0.72%Q4 2022Q3 20234
Inspire Advisors, LLC 440.06%0.07%0.07%Q4 2021Q3 20224
Investors Financial Group, LLC 440.10%0.27%0.64%Q1 2021Q4 20214
Fisher Asset Management, LLC 220.00%0.00%0.00%Q3 2022Q3 20234
WFG Advisors, LP 310.00%0.01%0.02%Q4 2014Q4 20154
WEALTHSOURCE PARTNERS, LLC 440.07%0.08%0.09%Q1 2018Q4 20184
ICA Group Wealth Management, LLC 440.03%0.06%0.11%Q4 2022Q3 20234
HARVEST GROUP WEALTH MANAGEMENT, LLC 440.05%0.05%0.05%Q2 2022Q1 20234
Ameritas Investment Company, LLC 310.00%0.06%0.11%Q1 2020Q1 20214
FSB PREMIER WEALTH MANAGEMENT, INC. 440.26%0.27%0.28%Q1 2022Q4 20224
Keel Point, LLC 440.12%0.16%0.18%Q4 2022Q3 20234
Family Asset Management, LLC 440.01%0.04%0.12%Q4 2022Q3 20234
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 441.25%1.65%1.90%Q4 2020Q3 20214
Prospera Financial Services Inc 310.29%1.28%1.74%Q4 2013Q4 20154
WASHINGTON TRUST Co 440.00%0.00%0.00%Q4 2022Q3 20234
DEUTSCHE BANK AG\ 310.00%0.00%0.00%Q3 2013Q2 20214
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
GM Advisory Group, LLC 440.79%0.81%0.85%Q4 2022Q3 20234
FIRST HORIZON CORP 440.51%0.57%0.65%Q3 2020Q2 20214
Flagstone Financial Management 446.60%6.90%7.13%Q4 2022Q3 20234
KARLINSKI ANDREW C 440.95%1.16%1.30%Q4 2021Q3 20224
Baird Financial Group, Inc. 310.00%0.01%0.02%Q2 2015Q1 20204
US FINANCIAL ADVISORS, LLC 443.89%5.64%6.59%Q4 2022Q3 20234
Professional Financial Advisors, LLC 440.00%0.01%0.01%Q4 2021Q3 20224
GODSEY & GIBB, INC 440.00%0.00%0.00%Q4 2022Q3 20234
EXANE DERIVATIVES 440.04%0.04%0.04%Q2 2021Q1 20224
Erickson Financial Group, LLC 440.26%0.39%0.54%Q4 2021Q3 20224
Capital Investment Advisory Services, LLC 310.00%0.00%0.00%Q2 2019Q3 20234
ETRADE Capital Management LLC 440.00%0.00%0.01%Q2 2013Q1 20144
Leelyn Smith, LLC 440.05%0.06%0.06%Q1 2022Q4 20224
ACUTE INVESTMENT ADVISORY, LLC 440.19%0.64%1.52%Q4 2021Q3 20224
Vertex Planning Partners, LLC 440.18%0.41%0.61%Q4 2022Q3 20234
Clark Capital Management Group, Inc. 114.16%6.25%7.66%Q4 2015Q1 20234
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 440.01%0.02%0.02%Q1 2020Q4 20204
B. Riley Wealth Advisors, Inc. 110.02%0.17%0.39%Q4 2015Q1 20234
Foster Group, Inc. 440.06%0.06%0.07%Q4 2022Q3 20234
Advocacy Wealth Management Services, LLC 220.00%0.01%0.02%Q2 2013Q3 20194
FRANKLIN RESOURCES INC 440.00%0.00%0.00%Q4 2022Q3 20234
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
BARCLAYS PLC 210.00%0.00%0.00%Q2 2018Q3 20213
ADVANTAGE INVESTMENT MANAGEMENT, LLC 330.49%0.69%0.82%Q2 2015Q4 20153
Titan Capital Management, LLC /TX 330.48%0.50%0.50%Q2 2019Q4 20193
INVESTMENT PARTNERS, LTD. 330.24%0.38%0.47%Q3 2015Q1 20163
Gateway Wealth Partners, LLC 330.10%0.16%0.21%Q1 2023Q3 20233
OLD MISSION CAPITAL LLC 110.01%0.02%0.03%Q1 2021Q3 20233
Cedar Brook Financial Partners, LLC 110.18%0.25%0.35%Q2 2019Q1 20233
Concorde Asset Management, LLC 110.23%1.39%3.35%Q4 2015Q2 20203
Global Financial Private Capital, Inc 210.00%0.54%0.96%Q2 2019Q2 20203
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.31%0.75%1.10%Q1 2015Q3 20163
MERCER GLOBAL ADVISORS INC /ADV 210.00%0.00%0.00%Q3 2022Q2 20233
Hanlon Investment Management, Inc. 330.09%0.10%0.11%Q1 2023Q3 20233
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
Covenant Partners, LLC 110.37%0.52%0.64%Q2 2019Q1 20233
Redhawk Wealth Advisors, Inc. 211.07%1.57%2.18%Q4 2018Q3 20213
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Bay Harbor Wealth Management, LLC 330.00%0.01%0.01%Q2 2022Q4 20223
Integrated Investment Consultants, LLC 330.12%0.23%0.42%Q1 2022Q3 20223
Valeo Financial Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Golden State Equity Partners 330.93%1.15%1.33%Q4 2020Q2 20213
Voya Financial Advisors, Inc. 111.14%1.55%1.83%Q4 2015Q1 20233
Fortitude Advisory Group L.L.C. 210.01%0.07%0.16%Q4 2021Q1 20233
Gerber Kawasaki Wealth & Investment Management 330.12%0.13%0.14%Q1 2023Q3 20233
Lake Point Wealth Management 210.00%0.00%0.01%Q1 2019Q2 20223
Balboa Wealth Partners 330.09%0.15%0.19%Q3 2022Q1 20233
Richard W. Paul & Associates, LLC 330.00%0.23%0.65%Q4 2022Q2 20233
Accurate Wealth Management, LLC 330.06%0.36%0.91%Q2 2022Q4 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Arjuna Capital 330.40%3.50%5.29%Q1 2023Q3 20233
Pinnacle Advisory Group, Inc. 110.06%0.38%0.96%Q3 2013Q4 20143
Kalos Management, Inc. 330.03%0.03%0.03%Q4 2022Q2 20233
Ignite Planners, LLC 330.12%0.15%0.17%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.00%0.01%0.02%Q4 2022Q3 20233
Rehmann Capital Advisory Group 110.03%0.06%0.13%Q4 2015Q2 20203
Heirloom Wealth Management 330.32%0.40%0.51%Q4 2021Q2 20223
M&T BANK CORP 210.00%0.00%0.00%Q1 2014Q4 20173
Janney Montgomery Scott LLC 330.00%0.00%0.01%Q1 2020Q3 20203
Cape Investment Advisory, Inc. 330.00%0.02%0.03%Q1 2023Q3 20233
Hobart Private Capital, LLC 330.69%2.12%2.86%Q1 2023Q3 20233
Perennial Investment Advisors, LLC 330.48%0.51%0.53%Q1 2023Q3 20233
Tri-Star Advisors Inc. 330.35%0.37%0.42%Q2 2022Q4 20223
Moloney Securities Asset Management, LLC 210.06%0.24%0.59%Q1 2019Q4 20203
Alaska Wealth Advisors 330.00%0.00%0.00%Q1 2023Q3 20233
Melone Private Wealth, LLC 332.26%2.34%2.38%Q1 2023Q3 20233
Delta Investment Management, LLC 330.07%0.10%0.13%Q2 2021Q4 20213
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Colonial River Wealth Management, LLC 210.11%1.90%5.46%Q4 2021Q1 20233
Presidio Capital Management, LLC 330.22%0.57%0.80%Q1 2023Q3 20233
THOMASPARTNERS, INC. 331.35%1.49%1.66%Q3 2017Q1 20183
Redwood Investment Management, LLC 330.99%2.57%4.22%Q4 2018Q2 20193
Beaumont Capital Management, LLC 330.63%0.66%0.69%Q1 2023Q3 20233
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Rooted Wealth Advisors, Inc. 220.57%0.80%1.03%Q4 2022Q1 20232
WASHINGTON TRUST BANK 220.03%0.03%0.03%Q2 2023Q3 20232
SimpliFi, Inc. 223.21%3.31%3.41%Q2 2023Q3 20232
Householder Group Estate & Retirement Specialist, LLC 110.04%0.17%0.30%Q1 2023Q3 20232
Model Capital Management LLC 2220.03%20.17%20.30%Q4 2020Q1 20212
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q1 2022Q2 20222
WOLFF WIESE MAGANA LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Impact Partnership Wealth, LLC 220.03%0.30%0.57%Q2 2023Q3 20232
Strategic Financial Concepts, LLC 220.17%0.18%0.18%Q1 2023Q2 20232
Cornerstone Planning Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SEI INVESTMENTS CO 110.00%0.00%0.00%Q4 2016Q3 20172
COZAD ASSET MANAGEMENT INC 220.15%0.15%0.16%Q2 2020Q3 20202
PERSONAL CFO SOLUTIONS, LLC 110.51%0.78%1.04%Q2 2020Q1 20232
Virtu Financial LLC 110.02%0.02%0.03%Q4 2017Q2 20182
Partnervest Advisory Services LLC 220.00%0.00%0.00%Q1 2014Q2 20142
Financial Gravity Asset Management, Inc. 110.01%0.04%0.08%Q4 2022Q2 20232
First Personal Financial Services 110.00%0.00%0.01%Q4 2019Q1 20232
Private Portfolio Partners LLC 220.13%0.16%0.18%Q3 2022Q4 20222
SIMPLEX TRADING, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Filbrandt Wealth Management, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
L.M. KOHN & COMPANY 220.35%0.36%0.37%Q2 2023Q3 20232
Auour Investments LLC 222.08%2.12%2.15%Q2 2023Q3 20232
Apollon Wealth Management, LLC 220.10%0.16%0.22%Q1 2023Q2 20232
ORG Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Eldridge Investment Advisors, Inc. 220.84%1.20%1.55%Q4 2019Q1 20202
Simplicity Wealth,LLC 220.20%0.20%0.20%Q2 2023Q3 20232
KESTRA PRIVATE WEALTH SERVICES, LLC 220.02%0.02%0.02%Q3 2020Q4 20202
WealthPLAN Partners, LLC 220.01%0.01%0.02%Q1 2023Q2 20232
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2019Q3 20232
ZEKE CAPITAL ADVISORS, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
FDx Advisors, Inc. 110.52%0.91%1.30%Q4 2015Q2 20192
FAS Wealth Partners, Inc. 110.00%0.00%0.01%Q4 2022Q3 20232
Balentine LLC 110.00%0.00%0.01%Q1 2015Q1 20212
Acropolis Investment Management, LLC 220.04%0.04%0.05%Q2 2022Q3 20222
Tennessee Valley Asset Management Partners 220.21%0.68%1.14%Q3 2022Q4 20222
Golden State Wealth Management, LLC 110.00%0.02%0.03%Q1 2020Q3 20202
Salomon & Ludwin, LLC 220.05%0.10%0.14%Q2 2023Q3 20232
HORIZON BANCORP INC /IN/ 220.01%0.01%0.01%Q2 2023Q3 20232
TimeScale Financial, Inc. 220.12%0.14%0.15%Q1 2023Q2 20232
American Financial Network Advisory Services LLC 220.02%0.03%0.03%Q3 2017Q4 20172
RFG Advisory, LLC 220.03%0.04%0.04%Q2 2022Q3 20222
CENTAURUS FINANCIAL, INC. 110.00%0.04%0.08%Q2 2018Q1 20232
Destination Wealth Management 110.00%0.00%0.00%Q2 2018Q1 20192
VSR Financial Services, Inc. 220.02%0.03%0.03%Q3 2015Q4 20152
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q1 2021Q2 20232
Glovista Investments LLC 220.08%0.16%0.24%Q2 2020Q3 20202
EverSource Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
LifeGuide Financial Advisors, LLC 110.38%0.59%0.79%Q2 2022Q4 20222
CHANNEL WEALTH LLC 220.14%0.35%0.56%Q1 2023Q2 20232
BOYS ARNOLD & CO INC 110.07%0.14%0.20%Q4 2015Q2 20162
RAYMOND JAMES TRUST N.A. 110.01%0.02%0.03%Q4 2022Q3 20232
Weaver Consulting Group 220.00%0.00%0.00%Q2 2020Q3 20202
FIRST MERCHANTS CORP 220.03%0.03%0.04%Q3 2017Q4 20172
Concord Wealth Partners 110.00%0.01%0.03%Q2 2022Q4 20222
DB Fitzpatrick & Co, Inc 110.58%0.62%0.66%Q4 2021Q4 20222
MGO Private Wealth, LLC 220.17%0.21%0.25%Q3 2022Q4 20222
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q1 2023Q2 20232
SENTINEL PENSION ADVISORS INC 226.75%7.20%7.64%Q2 2023Q3 20232
BMS Financial Advisors, LLC 220.17%2.80%5.43%Q1 2023Q2 20232
NEW ENGLAND SECURITIES CORP /MA/ 220.00%0.00%0.00%Q1 2014Q2 20142
Cyrus J. Lawrence, LLC 220.00%0.00%0.01%Q2 2022Q3 20222
McAdams Wright Ragen, Inc. 220.02%0.02%0.02%Q2 2013Q3 20132
1832 Asset Management L.P. 220.00%0.00%0.00%Q1 2022Q2 20222
Certus Wealth Management, LLC 221.17%1.57%1.97%Q2 2023Q3 20232
Goodwin Investment Advisory 220.00%0.00%0.01%Q2 2022Q3 20222
V Wealth Advisors LLC 220.24%0.31%0.38%Q1 2023Q2 20232
Arcadia Wealth Management, LLC 2211.58%11.87%12.16%Q2 2023Q3 20232
SageView Advisory Group, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
WEALTHCARE CAPITAL MANAGEMENT LLC 110.19%0.33%0.48%Q4 2021Q4 20222
VERUS CAPITAL PARTNERS, LLC 220.02%0.06%0.10%Q4 2019Q1 20202
PRINCIPAL FINANCIAL GROUP INC 220.00%0.00%0.00%Q4 2018Q1 20192
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
GTS SECURITIES LLC 220.02%1.33%2.63%Q2 2023Q3 20232
StrategIQ Financial Group, LLC 220.03%0.04%0.05%Q2 2023Q3 20232
Charter Oak Capital Management, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Virtue Capital Management, LLC 112.32%2.64%2.96%Q2 2019Q2 20202
Bellecapital International Ltd. 220.26%0.27%0.27%Q2 2019Q3 20192
WBI INVESTMENTS, LLC 110.04%0.23%0.42%Q4 2017Q4 20212
Bluefin Trading, LLC 110.02%0.04%0.07%Q2 2013Q2 20152
ROCKY MOUNTAIN ADVISERS, LLC 220.08%0.13%0.18%Q3 2022Q4 20222
Santori & Peters, Inc. 220.27%0.28%0.29%Q4 2020Q1 20212
TCG Advisors, LP 110.00%0.00%0.00%Q1 2019Q1 20191
Empowered Funds, LLC 110.29%0.29%0.29%Q2 2020Q2 20201
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
SUNTRUST BANKS INC 110.00%0.00%0.00%Q2 2019Q2 20191
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
Covenant Multifamily Offices, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Allen Capital Group, LLC 110.10%0.10%0.10%Q1 2018Q1 20181
Strategic Wealth Investment Group, LLC 110.07%0.07%0.07%Q3 2022Q3 20221
Waterloo Capital, L.P. 110.44%0.44%0.44%Q3 2023Q3 20231
WCG Wealth Advisors LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Commonwealth Equity Services, Inc 110.00%0.00%0.00%Q3 2014Q3 20141
Bogart Wealth, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Cedar Mountain Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Horan Securities, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Horizon Wealth Management, LLC 114.96%4.96%4.96%Q2 2023Q2 20231
UBS ASSET MANAGEMENT AMERICAS INC 110.08%0.08%0.08%Q3 2021Q3 20211
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Patriot Financial Group Insurance Agency, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Private Capital Group, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Leisure Capital Management 110.13%0.13%0.13%Q3 2022Q3 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
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
Financial Strategies Group, Inc. 110.14%0.14%0.14%Q1 2022Q1 20221
Wealth Management Solutions, LLC 110.39%0.39%0.39%Q4 2022Q4 20221
Annis Gardner Whiting Capital Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Menard Financial Group LLC 115.90%5.90%5.90%Q2 2020Q2 20201
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 110.04%0.04%0.04%Q4 2018Q4 20181
Interchange Capital Partners, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Cascadia Advisory Services, LLC 112.37%2.37%2.37%Q2 2020Q2 20201
LOCKERMAN FINANCIAL GROUP, INC. 110.57%0.57%0.57%Q1 2023Q1 20231
Strategic Advocates LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Hefty Wealth Partners 110.00%0.00%0.00%Q1 2018Q1 20181
Argentus Capital Management, LLC 112.90%2.90%2.90%Q4 2015Q4 20151
Retirement Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Pure Financial Advisors, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Root Financial Partners, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Western Pacific Wealth Management, LP 110.02%0.02%0.02%Q3 2022Q3 20221
Visionary Asset Management, Inc. 116.68%6.68%6.68%Q4 2015Q4 20151
Ausdal Financial Partners, Inc. 110.05%0.05%0.05%Q4 2015Q4 20151
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Blueprint Investment Partners LLC 110.13%0.13%0.13%Q2 2023Q2 20231
Parcion Private Wealth LLC 110.30%0.30%0.30%Q2 2022Q2 20221
Sterling Investment Counsel, LLC 110.24%0.24%0.24%Q1 2023Q1 20231
D. SCOTT NEAL, INC. 110.28%0.28%0.28%Q1 2023Q1 20231
Equita Financial Network, Inc. 112.98%2.98%2.98%Q3 2023Q3 20231
FIRST TRUST ADVISORS LP 110.00%0.00%0.00%Q1 2020Q1 20201
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Gupta Wealth Management LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Prestige Wealth Management Group LLC 110.08%0.08%0.08%Q4 2018Q4 20181
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Astoria Portfolio Advisors LLC. 118.53%8.53%8.53%Q3 2023Q3 20231
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Prime Capital Investment Advisors, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Cornell Pochily Investment Advisors, Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
Fortis Group Advisors, LLC 110.32%0.32%0.32%Q3 2020Q3 20201
Regal Investment Advisors LLC 110.26%0.26%0.26%Q2 2020Q2 20201
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
PagnatoKarp Partners LLC 111.06%1.06%1.06%Q4 2016Q4 20161
TFB Advisors LLC 111.34%1.34%1.34%Q1 2023Q1 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TPG Financial Advisors, LLC 114.67%4.67%4.67%Q4 2018Q4 20181
Brinker Capital Investments, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Paradigm Financial Partners, LLC 110.10%0.10%0.10%Q2 2019Q2 20191
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
Camelot Portfolios, LLC 110.16%0.16%0.16%Q4 2015Q4 20151
Visionary Wealth Advisors 110.06%0.06%0.06%Q4 2019Q4 20191
Centennial Wealth Advisory LLC 110.79%0.79%0.79%Q1 2023Q1 20231
MinichMacGregor Wealth Management, LLC 110.10%0.10%0.10%Q4 2015Q4 20151
Allegis Investment Advisors, LLC 110.14%0.14%0.14%Q4 2015Q4 20151
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LaSalle St. Investment Advisors, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
Kistler-Tiffany Companies, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
SouthState Corp 110.00%0.00%0.00%Q3 2020Q3 20201
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
USA FINANCIAL FORMULAS 115.04%5.04%5.04%Q1 2016Q1 20161
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Horizon Investments, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
LEVEL FOUR FINANCIAL, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
CETERA INVESTMENT MANAGEMENT LLC 110.69%0.69%0.69%Q4 2015Q4 20151
RFP Financial Group LLC 115.31%5.31%5.31%Q3 2023Q3 20231
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
AVIANCE CAPITAL MANAGEMENT, LLC 110.41%0.41%0.41%Q4 2015Q4 20151
SFG Wealth Management, LLC. 110.33%0.33%0.33%Q4 2022Q4 20221
COLTON GROOME FINANCIAL ADVISORS, LLC 114.22%4.22%4.22%Q2 2019Q2 20191
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
QS Investors, LLC 110.03%0.03%0.03%Q1 2016Q1 20161
BAKER TILLY WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Financial Consulate Inc. 110.29%0.29%0.29%Q2 2021Q2 20211
Strategic Asset Management, LLC 110.19%0.19%0.19%Q3 2022Q3 20221
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BEACON FINANCIAL GROUP 110.14%0.14%0.14%Q2 2019Q2 20191
RITHOLTZ WEALTH MANAGEMENT 110.38%0.38%0.38%Q4 2017Q4 20171
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
Lumature Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Trexquant Investment LP 110.01%0.01%0.01%Q2 2023Q2 20231
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Harbour Capital Advisors, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
CABANA LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Capital Asset Advisory Services LLC 110.01%0.01%0.01%Q2 2022Q2 20221
BOK Financial Private Wealth, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
HYA Advisors, Inc 110.14%0.14%0.14%Q2 2022Q2 20221
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
River Wealth Advisors LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Hibernia Wealth Partners, LLC 119.80%9.80%9.80%Q3 2023Q3 20231
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Foundations Investment Advisors, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Pinion Investment Advisors, LLC 110.43%0.43%0.43%Q2 2019Q2 20191
HM PAYSON & CO 110.00%0.00%0.00%Q3 2023Q3 20231
Raab & Moskowitz Asset Management LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
VitalStone Financial, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Grey Fox Wealth Advisors, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Glassman Wealth Services 110.01%0.01%0.01%Q1 2023Q1 20231
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Lee Financial Group Hawaii, Inc. 112.86%2.86%2.86%Q4 2020Q4 20201
K2 PRINCIPAL FUND, L.P. 110.43%0.43%0.43%Q3 2023Q3 20231
Shilanski & Associates, Inc. 110.29%0.29%0.29%Q2 2019Q2 20191
External links

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