SPDR SERIES TRUST shareholder history

Current and past SPDR SERIES TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Rehmann Capital Advisory Group 2140.06%0.96%4.07%Q2 2009Q3 201725
GOLDMAN SACHS GROUP INC 1840.00%0.00%0.01%Q1 2012Q3 201722
Freedom Investment Management, Inc. 21210.03%2.06%6.78%Q1 2013Q1 201821
LADENBURG THALMANN FINANCIAL SERVICES INC. 18180.00%0.01%0.08%Q2 2013Q3 201718
CITIGROUP INC 18180.00%0.00%0.00%Q2 2013Q3 201718
HighTower Advisors, LLC 18180.00%0.06%0.23%Q2 2013Q3 201718
RAYMOND JAMES & ASSOCIATES 18180.00%0.01%0.03%Q2 2013Q3 201718
US BANCORP \DE\ 18180.00%0.00%0.00%Q2 2013Q3 201718
IndexIQ Advisors LLC 18180.37%1.29%2.07%Q2 2013Q3 201718
PNC FINANCIAL SERVICES GROUP, INC. 18180.00%0.00%0.03%Q2 2013Q3 201718
BANK OF AMERICA CORP /DE/ 18180.01%0.03%0.13%Q2 2013Q3 201718
SUNTRUST BANKS INC 18180.00%0.01%0.02%Q2 2013Q3 201718
LPL Financial LLC 18180.01%0.03%0.09%Q2 2013Q3 201718
ROYAL BANK OF CANADA 18180.02%0.05%0.12%Q2 2013Q3 201718
ENVESTNET ASSET MANAGEMENT INC 18180.00%0.23%0.95%Q2 2013Q3 201718
WELLS FARGO & COMPANY/MN 18180.01%0.01%0.02%Q2 2013Q3 201718
AMERIPRISE FINANCIAL INC 18180.00%0.08%0.42%Q2 2013Q3 201718
MORGAN STANLEY 18180.03%0.05%0.08%Q2 2013Q3 201718
WFG Advisors, LP 17170.00%0.01%0.08%Q2 2013Q2 201717
Forward Management, LLC 17170.01%7.68%15.91%Q2 2013Q2 201717
ASSETMARK, INC 17170.03%0.16%0.48%Q3 2013Q3 201717
Camarda Financial Advisors, LLC 1610.17%1.21%2.20%Q2 2013Q3 201717
UNITED CAPITAL FINANCIAL ADVISORS, LLC 16160.09%0.55%2.18%Q4 2013Q3 201716
BNP PARIBAS FINANCIAL MARKETS 1010.00%0.01%0.04%Q2 2013Q3 201716
Bank of New York Mellon Corp 1050.00%0.00%0.01%Q2 2013Q2 201715
MSI Financial Services Inc 15150.01%0.08%0.23%Q2 2013Q4 201615
GREAT LAKES ADVISORS, LLC 15150.02%0.03%0.05%Q1 2014Q3 201715
SCOTIA CAPITAL INC. 13130.08%0.18%0.27%Q3 2014Q3 201713
BANK OF MONTREAL /CAN/ 940.00%0.02%0.13%Q2 2013Q3 201713
SUSQUEHANNA INTERNATIONAL GROUP, LLP 910.00%0.00%0.00%Q2 2013Q3 201713
UBS Group AG 12120.02%0.05%0.06%Q4 2014Q3 201712
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.04%Q2 2013Q1 201612
Commonwealth Equity Services, Inc 1010.00%0.06%0.40%Q2 2013Q1 201712
Parallax Volatility Advisers, L.P. 12120.00%0.00%0.00%Q4 2014Q3 201712
Cambridge Investment Research Advisors, Inc. 12120.01%0.05%0.22%Q3 2014Q2 201712
SEI INVESTMENTS CO 12120.03%0.08%0.12%Q4 2014Q3 201712
KWMG, LLC 12120.26%0.71%1.46%Q4 2014Q3 201712
PRIVATE TRUST CO NA 510.08%0.09%0.11%Q1 2013Q2 201611
Private Advisor Group, LLC 810.01%0.04%0.11%Q4 2013Q3 201711
IFP Advisors, Inc 650.00%0.02%0.09%Q3 2016Q2 202111
DRW Securities, LLC 430.04%0.12%0.37%Q3 2013Q3 201711
STATE STREET CORP 11110.00%0.01%0.02%Q1 2015Q3 201711
Raymond James Financial Services Advisors, Inc. 1010.04%0.07%0.14%Q2 2013Q3 201711
Wela Strategies, Inc. 1010.18%0.31%0.50%Q1 2017Q4 201911
LEUTHOLD GROUP, LLC 830.12%0.48%0.73%Q4 2014Q3 201711
Baird Financial Group, Inc. 10100.06%0.12%0.16%Q2 2015Q3 201710
Beacon Wealthcare, Inc 10100.25%2.92%5.14%Q3 2018Q4 202010
Virtu KCG Holdings LLC 640.01%0.26%2.28%Q3 2013Q2 201610
BARCLAYS PLC 10100.00%0.00%0.00%Q2 2013Q3 201510
Creative Planning 610.00%0.00%0.00%Q3 2013Q2 201710
Biltmore Wealth Management, LLC 101021.70%31.41%42.86%Q4 2014Q1 201710
First Allied Advisory Services, Inc. 510.01%0.06%0.20%Q2 2013Q1 20179
Citadel Advisors 610.00%0.00%0.01%Q1 2014Q2 20179
FDx Advisors, Inc. 720.01%0.05%0.13%Q4 2013Q4 20179
SCHRODER INVESTMENT MANAGEMENT GROUP 990.01%0.01%0.02%Q3 2014Q3 20169
Cetera Advisor Networks LLC 990.02%0.03%0.08%Q3 2015Q3 20179
AGF INVESTMENTS INC. 810.01%0.96%3.10%Q1 2015Q2 20179
Beacon Wealthcare LLC 992.14%2.84%3.89%Q1 2021Q1 20239
STIFEL FINANCIAL CORP 510.00%0.01%0.02%Q4 2014Q3 20178
Brinker Capital Investments, LLC 710.00%0.03%0.23%Q3 2015Q3 20178
Efficient Market Advisors, LLC 880.00%0.39%1.00%Q2 2013Q1 20158
D.A. DAVIDSON & CO. 620.00%0.00%0.00%Q1 2014Q2 20178
MANAGED ACCOUNT ADVISORS LLC 880.02%0.04%0.08%Q3 2013Q2 20158
CREDIT SUISSE AG/ 770.00%0.00%0.01%Q1 2013Q3 20147
ATHERTON LANE ADVISERS, LLC 770.02%0.05%0.12%Q2 2014Q4 20157
CIBC WORLD MARKET INC. 770.01%0.04%0.06%Q4 2015Q2 20177
B. Riley Wealth Management, Inc. 770.02%0.16%0.40%Q1 2014Q3 20157
SFMG, LLC 610.06%1.49%2.38%Q3 2015Q3 20177
Atria Investments, Inc 610.02%0.16%0.43%Q2 2013Q3 20177
NEW ENGLAND SECURITIES CORP /MA/ 770.03%0.06%0.08%Q2 2013Q4 20147
ATWOOD & PALMER INC 770.00%0.00%0.00%Q2 2014Q4 20157
BB&T SECURITIES, LLC 610.00%0.02%0.09%Q4 2014Q3 20177
JANE STREET GROUP, LLC 520.00%0.01%0.03%Q4 2015Q3 20177
GM Advisory Group, LLC 610.19%0.61%1.16%Q1 2015Q4 20167
Ken Stern & Associates, Inc. 770.14%0.49%0.94%Q3 2015Q1 20177
Placemark Investments, Inc. 770.02%0.04%0.06%Q2 2013Q4 20147
BAIRD ROBERT W & CO INC /WI/ 770.06%0.08%0.09%Q3 2013Q1 20157
NATIONAL PLANNING CORP 410.00%0.48%1.68%Q2 2013Q4 20156
OPTIMUM INVESTMENT ADVISORS 660.02%0.03%0.03%Q3 2013Q4 20146
TOMPKINS FINANCIAL CORP 510.00%0.01%0.01%Q2 2013Q4 20146
TWO SIGMA SECURITIES, LLC 410.09%0.34%0.68%Q2 2015Q2 20176
PICTET ASSET MANAGEMENT LTD 660.00%0.02%0.03%Q2 2016Q3 20176
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2013Q4 20146
US FINANCIAL ADVISORS, LLC 660.00%0.05%0.12%Q4 2014Q1 20166
Jacobi Capital Management LLC 660.00%9.62%13.06%Q2 2016Q3 20176
SG Americas Securities, LLC 410.00%0.03%0.06%Q2 2014Q2 20176
Advisor Group, Inc. 660.01%0.03%0.11%Q2 2016Q3 20176
Gradient Investments LLC 660.00%0.02%0.08%Q2 2013Q3 20146
OPPENHEIMER & CO INC 210.01%0.03%0.05%Q2 2013Q3 20176
UBS AG 660.02%0.20%0.57%Q2 2013Q3 20146
Waverly Advisors, LLC 550.06%0.07%0.09%Q3 2016Q3 20175
USCA RIA LLC 550.06%0.14%0.22%Q2 2014Q2 20155
United Asset Strategies, Inc. 550.37%3.69%4.90%Q2 2016Q2 20175
Gupta Wealth Management LLC 550.06%0.10%0.18%Q1 2015Q1 20165
PARAMETRIC PORTFOLIO ASSOCIATES LLC 410.00%0.00%0.00%Q2 2013Q4 20145
Portfolio Strategies Inc 412.53%10.99%17.86%Q4 2014Q3 20175
WINTRUST INVESTMENTS LLC 550.12%0.21%0.35%Q3 2016Q3 20175
CIBC WORLD MARKETS CORP 550.27%0.30%0.36%Q2 2015Q2 20165
BlackRock Institutional Trust Company, N.A. 550.00%0.00%0.00%Q2 2013Q2 20145
JPMORGAN CHASE & CO 440.00%0.00%0.00%Q1 2016Q4 20164
BlackRock Inc. 440.00%0.00%0.00%Q4 2015Q3 20164
PALLADIEM, LLC 440.01%0.06%0.16%Q4 2014Q3 20154
F-Squared Investment Management, LLC 310.01%0.17%0.53%Q1 2014Q2 20154
Valmark Advisers, Inc. 440.03%0.03%0.03%Q1 2016Q4 20164
NORTHERN TRUST CORP 310.00%0.00%0.00%Q3 2014Q3 20154
Model Capital Management LLC 4415.02%15.21%15.30%Q2 2021Q1 20224
FIL Ltd 440.00%0.01%0.02%Q4 2014Q3 20154
BB&T INVESTMENT SERVICES, INC. 440.04%0.05%0.07%Q4 2016Q3 20174
Winslow, Evans & Crocker, Inc. 440.00%0.04%0.09%Q4 2013Q3 20144
BRINKER CAPITAL INC 440.02%0.04%0.05%Q1 2016Q4 20164
ADVANTAGE INVESTMENT MANAGEMENT, LLC 210.00%0.85%1.62%Q2 2015Q2 20174
PagnatoKarp Partners LLC 443.63%5.83%8.49%Q4 2016Q3 20174
Winfield Associates, Inc. 440.02%0.03%0.03%Q4 2013Q3 20144
Bell Bank 211.30%6.46%9.17%Q3 2016Q2 20173
MARINER INDEPENDENT ADVISOR NETWORK, LLC 330.12%0.13%0.14%Q2 2014Q4 20143
PIERSHALE FINANCIAL GROUP, INC. 210.01%6.87%10.31%Q4 2015Q2 20173
Steward Partners Investment Advisory, LLC 330.00%0.00%0.01%Q1 2017Q3 20173
Sandy Spring Bank 210.01%0.02%0.02%Q1 2014Q4 20163
SENTRY INVESTMENT MANAGEMENT LLC 210.17%0.40%0.56%Q2 2014Q1 20153
Oliver Luxxe Assets LLC 330.32%0.97%2.20%Q4 2015Q2 20163
Advisors Preferred, LLC 330.11%0.53%0.82%Q4 2013Q2 20143
Firsthand Capital Management, Inc. 212.57%4.12%5.50%Q1 2016Q4 20163
YorkBridge Wealth Partners, LLC 330.10%0.10%0.10%Q1 2017Q3 20173
CWM, LLC 330.00%0.36%0.90%Q1 2017Q3 20173
TWO SIGMA INVESTMENTS, LP 330.01%0.01%0.01%Q3 2013Q1 20143
Live Your Vision, LLC 330.00%0.00%0.00%Q1 2017Q3 20173
USA FINANCIAL FORMULAS 210.16%0.31%0.41%Q3 2016Q3 20173
SRS Capital Advisors, Inc. 330.05%0.05%0.05%Q4 2016Q2 20173
ZACKS INVESTMENT MANAGEMENT 110.03%0.04%0.04%Q2 2013Q2 20153
M&T BANK CORP 210.00%0.00%0.00%Q4 2014Q4 20163
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
WOLVERINE TRADING, LLC 210.02%0.06%0.13%Q3 2016Q3 20173
AFAM CAPITAL, INC. 330.09%0.55%1.37%Q1 2017Q3 20173
3G Capital Partners 111.24%6.72%12.20%Q3 2016Q1 20172
Richard Bernstein Advisors LLC 110.02%0.03%0.03%Q3 2016Q1 20172
Capital Wealth Planning, LLC 220.49%0.59%0.70%Q4 2018Q1 20192
Perigon Wealth Management, LLC 220.01%0.07%0.12%Q1 2017Q2 20172
FLOW TRADERS U.S. LLC 220.01%0.05%0.08%Q3 2016Q4 20162
Waldron Private Wealth LLC 220.15%0.18%0.22%Q3 2015Q4 20152
ALPS ADVISORS INC 110.12%0.15%0.18%Q3 2013Q3 20152
Janney Montgomery Scott LLC 110.00%0.01%0.02%Q3 2014Q1 20172
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 220.00%0.00%0.00%Q1 2017Q2 20172
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q4 2014Q1 20172
Shamrock Asset Management LLC 110.02%0.04%0.06%Q1 2014Q1 20172
COMERICA BANK 220.02%0.03%0.03%Q2 2013Q3 20132
RFG Advisory, LLC 110.09%0.14%0.19%Q2 2015Q1 20162
Tower Research Capital LLC (TRC) 220.00%0.00%0.00%Q4 2013Q1 20142
Mirae Asset Global Investments Co., Ltd. 110.01%0.09%0.18%Q4 2016Q3 20172
Threshold Group LLC 220.64%1.46%2.29%Q4 2015Q1 20162
Stratos Wealth Partners, LTD. 110.01%0.03%0.05%Q1 2016Q1 20172
OneDigital Investment Advisors LLC 220.06%0.06%0.06%Q2 2017Q3 20172
SIGNATUREFD, LLC 220.14%0.15%0.16%Q4 2015Q1 20162
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
MML INVESTORS SERVICES, LLC 220.02%0.02%0.02%Q2 2017Q3 20172
Your Advocates Ltd., LLP 220.01%0.01%0.01%Q2 2020Q3 20202
Integrated Wealth Management 110.02%0.08%0.14%Q1 2015Q3 20152
BOSTON PRIVATE BANK & TRUST CO 220.22%0.29%0.35%Q4 2014Q1 20152
J.P. Morgan Private Wealth Advisors LLC 220.00%0.01%0.01%Q4 2015Q1 20162
Clear Harbor Asset Management, LLC 220.11%0.11%0.11%Q2 2017Q3 20172
First Heartland Consultants, Inc. 110.01%0.05%0.08%Q2 2013Q1 20172
Virtu Financial LLC 110.03%0.05%0.07%Q4 2016Q3 20172
Empirical Finance, LLC 220.83%1.00%1.17%Q2 2017Q3 20172
NEXT Financial Group, Inc 110.00%0.01%0.01%Q3 2014Q2 20162
NOMURA HOLDINGS INC 220.01%0.01%0.01%Q2 2013Q3 20132
SHIKIAR ASSET MANAGEMENT INC 220.09%0.09%0.09%Q2 2017Q3 20172
SWS Partners 220.03%0.04%0.04%Q4 2017Q1 20182
Alpha Omega Wealth Management LLC 220.03%0.05%0.07%Q4 2018Q1 20192
FMR LLC 220.00%0.00%0.00%Q2 2014Q3 20142
Stadion Money Management, LLC 112.23%2.23%2.23%Q2 2016Q2 20161
BAR HARBOR WEALTH MANAGEMENT 110.03%0.03%0.03%Q3 2017Q3 20171
Independent Advisor Alliance 110.04%0.04%0.04%Q1 2017Q1 20171
WRAPMANAGER INC 110.08%0.08%0.08%Q2 2017Q2 20171
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q4 2016Q4 20161
Weatherstone Capital Management 110.48%0.48%0.48%Q1 2017Q1 20171
NewEdge Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
TEACHER RETIREMENT SYSTEM OF TEXAS 110.26%0.26%0.26%Q4 2013Q4 20131
Donald L. Hagan, LLC 110.69%0.69%0.69%Q2 2017Q2 20171
VSR Financial Services, Inc. 110.04%0.04%0.04%Q1 2014Q1 20141
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 110.05%0.05%0.05%Q4 2015Q4 20151
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Sage Advisory Services, Ltd.Co. 110.06%0.06%0.06%Q3 2017Q3 20171
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
KNIGHT CAPITAL GROUP LLC 110.14%0.14%0.14%Q2 2013Q2 20131
BESSEMER GROUP INC 110.00%0.00%0.00%Q2 2013Q2 20131
Zions Bancorporation 110.00%0.00%0.00%Q2 2016Q2 20161
BTS Asset Management, Inc. 119.76%9.76%9.76%Q2 2022Q2 20221
Brookstone Capital Management 110.00%0.00%0.00%Q3 2015Q3 20151
Plante Moran Financial Advisors, LLC 110.12%0.12%0.12%Q4 2015Q4 20151
Csenge Advisory Group 110.13%0.13%0.13%Q3 2017Q3 20171
White Lighthouse Investment Management Inc. 110.06%0.06%0.06%Q1 2022Q1 20221
HealthInvest Partners AB 110.68%0.68%0.68%Q3 2016Q3 20161
Hudock, Inc. 110.03%0.03%0.03%Q3 2015Q3 20151
M Holdings Securities, Inc. 110.13%0.13%0.13%Q4 2014Q4 20141
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
IPG Investment Advisors LLC 110.10%0.10%0.10%Q3 2016Q3 20161
SII INVESTMENTS INC/WI 110.59%0.59%0.59%Q4 2013Q4 20131
Crow Point Partners, LLC 110.26%0.26%0.26%Q3 2017Q3 20171
Main Management LLC 112.85%2.85%2.85%Q3 2017Q3 20171
Sigma Investment Management Co 110.18%0.18%0.18%Q1 2013Q1 20131
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2016Q4 20161
AE Wealth Management LLC 110.02%0.02%0.02%Q3 2017Q3 20171
Lyons Wealth Management, LLC. 110.28%0.28%0.28%Q3 2013Q3 20131
Virtus Investment Advisers, Inc. 1119.72%19.72%19.72%Q1 2015Q1 20151
Rafferty Asset Management, LLC 110.39%0.39%0.39%Q2 2013Q2 20131
Advocacy Wealth Management Services, LLC 110.09%0.09%0.09%Q2 2013Q2 20131
Pension Partners, LLC 1125.62%25.62%25.62%Q3 2016Q3 20161
FIRST FINANCIAL EQUITY CORPORATION 110.16%0.16%0.16%Q1 2017Q1 20171
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q3 2017Q3 20171
Hilltop Holdings Inc. 110.71%0.71%0.71%Q3 2017Q3 20171
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Virtue Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 110.15%0.15%0.15%Q1 2016Q1 20161
BAILARD, INC. 110.04%0.04%0.04%Q3 2017Q3 20171
Clark Capital Management Group, Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
MILLER HOWARD INVESTMENTS INC /NY 110.01%0.01%0.01%Q2 2017Q2 20171
Almanack Investment Partners, LLC. 110.93%0.93%0.93%Q4 2018Q4 20181
Transamerica Financial Advisors, Inc. 110.03%0.03%0.03%Q3 2015Q3 20151
NIEMANN CAPITAL MANAGEMENT INC 1110.62%10.62%10.62%Q4 2018Q4 20181
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q3 2013Q3 20131
GENWORTH FINANCIAL INC 110.18%0.18%0.18%Q2 2013Q2 20131
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2014Q3 20141
Graticule Asia Macro Advisors LLC 110.75%0.75%0.75%Q3 2016Q3 20161
Global Retirement Partners, LLC 110.28%0.28%0.28%Q1 2017Q1 20171
STEPHENS INC /AR/ 110.03%0.03%0.03%Q1 2017Q1 20171
Voya Financial Advisors, Inc. 110.42%0.42%0.42%Q1 2017Q1 20171
JENNISON ASSOCIATES LLC 110.00%0.00%0.00%Q2 2017Q2 20171
MANNING & NAPIER ADVISORS LLC 110.02%0.02%0.02%Q3 2017Q3 20171
Ausdal Financial Partners, Inc. 110.07%0.07%0.07%Q4 2015Q4 20151
Drexel Morgan & Co. 111.07%1.07%1.07%Q1 2016Q1 20161
People's United Financial, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
STABLEFORD CAPITAL II LLC 110.46%0.46%0.46%Q3 2017Q3 20171
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Sigma Planning Corp 110.10%0.10%0.10%Q1 2017Q1 20171
Allegis Investment Advisors, LLC 110.41%0.41%0.41%Q1 2017Q1 20171
COMMERCE BANK 110.00%0.00%0.00%Q3 2017Q3 20171
IFC Holdings Incorporated/FL 111.10%1.10%1.10%Q4 2013Q4 20131
External links

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