SPDR SERIES TRUST shareholder history

Current and past SPDR SERIES TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 4010.00%0.00%0.01%Q2 2013Q3 202390
Citadel Advisors 39390.00%0.00%0.01%Q1 2014Q3 202360
LPL Financial LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
TOTH FINANCIAL ADVISORY CORP 42420.08%0.78%1.48%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.03%0.08%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.01%0.08%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.00%0.02%Q2 2013Q3 202342
US BANCORP \DE\ 41410.00%0.00%0.00%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3820.00%0.01%0.10%Q3 2013Q3 202341
Triangle Securities Wealth Management 31101.18%1.72%2.42%Q2 2013Q3 202341
ARROW FINANCIAL CORP 39390.01%0.01%0.01%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 38380.00%0.00%0.01%Q2 2014Q3 202338
JPMORGAN CHASE & CO 2620.00%0.00%0.01%Q2 2013Q3 202337
FACTORY MUTUAL INSURANCE CO 25120.27%0.79%2.11%Q2 2013Q3 202337
UBS Group AG 36360.00%0.00%0.03%Q4 2014Q3 202336
Tower Research Capital LLC (TRC) 2410.00%0.09%0.31%Q3 2013Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.00%Q1 2015Q3 202335
AMERIPRISE FINANCIAL INC 2810.00%0.00%0.01%Q2 2013Q3 202335
GOLDMAN SACHS GROUP INC 1310.00%0.01%0.03%Q1 2012Q3 202334
Cambridge Investment Research Advisors, Inc. 3020.00%0.01%0.03%Q3 2015Q3 202332
CREDIT SUISSE AG/ 810.00%0.02%0.09%Q2 2013Q3 202331
IFP Advisors, Inc 17140.00%0.00%0.01%Q4 2015Q3 202331
Raymond James Financial Services Advisors, Inc. 30300.00%0.01%0.04%Q2 2016Q3 202330
Cutler Group LLC / CA 610.00%0.00%0.06%Q1 2016Q3 202329
ENVESTNET ASSET MANAGEMENT INC 1110.00%0.00%0.02%Q2 2013Q3 202329
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1610.00%0.00%0.00%Q3 2013Q3 202329
HighTower Advisors, LLC 1990.00%0.02%0.04%Q4 2015Q3 202328
Lido Advisors, LLC 27270.02%0.04%0.08%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.02%Q2 2013Q4 201927
MML INVESTORS SERVICES, LLC 26260.00%0.01%0.02%Q2 2017Q3 202326
V Wealth Advisors LLC 15110.06%0.26%0.42%Q4 2016Q2 202326
BAROMETER CAPITAL MANAGEMENT INC. 1210.06%0.28%0.70%Q3 2014Q3 202326
FMR LLC 2210.00%0.00%0.00%Q4 2013Q3 202325
JANE STREET GROUP, LLC 910.00%0.00%0.02%Q3 2014Q2 202324
SUNTRUST BANKS INC 24240.00%0.01%0.01%Q4 2013Q3 201924
Transamerica Financial Advisors, Inc. 1110.00%0.01%0.07%Q2 2013Q3 202323
BLAIR WILLIAM & CO/IL 1940.00%0.00%0.00%Q3 2017Q3 202323
Focused Wealth Management, Inc 23230.00%0.02%0.33%Q1 2018Q3 202323
AT Bancorp 2010.02%0.07%0.13%Q2 2013Q1 201922
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 22220.08%0.16%0.22%Q4 2013Q1 201922
HOWE & RUSLING INC 1030.00%0.19%1.04%Q2 2013Q4 201821
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.02%Q3 2018Q3 202321
BNP PARIBAS FINANCIAL MARKETS 1410.00%0.01%0.03%Q3 2014Q3 202321
Steward Partners Investment Advisory, LLC 1830.00%0.00%0.01%Q1 2018Q3 202321
Parallax Volatility Advisers, L.P. 1910.00%0.00%0.00%Q2 2014Q2 201921
Ellis Investment Partners, LLC 20200.08%0.13%0.18%Q4 2018Q3 202320
BESSEMER GROUP INC 1520.00%0.00%0.00%Q2 2013Q1 202320
XPONANCE, INC. 920.01%1.51%6.93%Q4 2013Q1 202020
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
BARCLAYS PLC 810.00%0.00%0.01%Q2 2013Q2 202219
Janney Montgomery Scott LLC 810.00%0.00%0.01%Q2 2017Q3 202319
Psagot Value Holdings Ltd. 1270.01%0.03%0.07%Q1 2014Q4 201819
Segment Wealth Management, LLC 940.02%0.24%1.07%Q4 2018Q3 202318
COMMONWEALTH EQUITY SERVICES, LLC 920.00%0.00%0.00%Q4 2017Q3 202318
HUNTINGTON NATIONAL BANK 18180.00%0.00%0.00%Q2 2019Q3 202318
TRUE Private Wealth Advisors 18180.00%0.43%0.87%Q4 2015Q1 202018
Cetera Advisor Networks LLC 1010.00%0.02%0.04%Q4 2016Q3 202317
Bedel Financial Consulting, Inc. 17170.02%0.02%0.03%Q1 2018Q1 202217
HCR Wealth Advisors 17170.01%0.38%0.74%Q4 2016Q4 202017
BENJAMIN F. EDWARDS & COMPANY, INC. 17170.00%0.00%0.00%Q3 2016Q3 202017
Virtu Financial LLC 1010.01%0.11%0.46%Q3 2013Q2 201917
Allworth Financial LP 1610.00%0.00%0.00%Q1 2017Q3 202317
Rockefeller Capital Management L.P. 16160.00%0.00%0.00%Q1 2019Q4 202216
Karp Capital Management Corp 16160.01%1.48%2.82%Q4 2018Q3 202216
Keebeck Wealth Management, LLC 16160.04%0.06%0.18%Q4 2019Q3 202316
Timber Hill LLC 1310.00%2.21%8.86%Q2 2013Q2 202016
Arkadios Wealth Advisors 16160.01%0.05%0.09%Q4 2019Q3 202316
SG Americas Securities, LLC 610.00%0.02%0.10%Q3 2013Q2 202316
Creative Planning 810.00%0.00%0.01%Q2 2013Q3 201915
APPLETON GROUP, LLC 920.25%0.56%0.83%Q1 2014Q4 201915
Ayalon Insurance Comp Ltd. 870.21%1.00%1.54%Q1 2015Q3 202315
Valeo Financial Advisors, LLC 15150.00%0.00%0.01%Q3 2017Q1 202115
MSI Financial Services Inc 15150.00%0.01%0.03%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.02%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Pinnacle Advisory Group, Inc. 15150.03%1.04%5.70%Q2 2013Q4 201615
Winslow, Evans & Crocker, Inc. 15150.00%0.00%0.00%Q4 2013Q2 201715
SIMPLEX TRADING, LLC 310.00%0.00%0.03%Q1 2015Q2 202315
CAPTRUST FINANCIAL ADVISORS 960.00%0.00%0.00%Q2 2018Q2 202215
CX Institutional 710.00%0.17%0.30%Q4 2018Q3 202315
Cornerstone Wealth Management, LLC 15150.02%0.12%0.23%Q3 2016Q1 202015
Private Advisor Group, LLC 610.00%0.01%0.03%Q3 2014Q3 202315
Homrich & Berg 910.01%0.02%0.03%Q4 2017Q3 202114
HRT FINANCIAL LP 1310.01%0.02%0.07%Q1 2020Q3 202314
Choate Investment Advisors 1310.00%0.00%0.04%Q1 2016Q3 202314
NEXT Financial Group, Inc 710.00%0.01%0.02%Q3 2014Q4 202114
WESTPORT RESOURCES MANAGEMENT INC 14140.01%0.03%0.08%Q2 2013Q3 201614
TRUIST FINANCIAL CORP 14140.00%0.00%0.00%Q4 2019Q1 202314
Balentine LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Brookstone Capital Management 810.01%1.23%3.07%Q3 2015Q3 202313
Bell Rock Capital LLC 13130.08%0.13%0.24%Q4 2016Q4 201913
Lehman & Derafelo Financial Resources LLC 620.01%0.01%0.02%Q4 2018Q3 202213
ASSETMARK, INC 810.00%0.30%1.20%Q4 2016Q1 202313
Baltimore-Washington Financial Advisors, Inc. 13130.02%0.03%0.06%Q2 2019Q2 202213
IHT Wealth Management, LLC 630.00%0.01%0.03%Q4 2016Q2 202312
MEITAV INVESTMENT HOUSE LTD 1110.01%0.04%0.37%Q3 2020Q3 202312
Carroll Financial Associates, Inc. 12120.00%0.00%0.00%Q1 2019Q4 202112
VSR Financial Services, Inc. 12120.07%0.11%0.19%Q2 2013Q1 201612
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q3 2015Q2 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Miller Investment Management, LP 12127.69%9.17%10.99%Q2 2013Q1 201612
Certified Advisory Corp 1110.02%0.06%0.11%Q4 2017Q1 202112
Archford Capital Strategies, LLC 620.00%0.02%0.05%Q3 2015Q2 201912
Navis Wealth Advisors, LLC 12120.78%1.20%1.88%Q4 2020Q3 202312
HARBOR INVESTMENT ADVISORY, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
FIFTH THIRD BANCORP 610.00%0.00%0.00%Q4 2015Q3 202312
WealthTrust Fairport, LLC 750.00%0.04%0.18%Q2 2013Q1 201912
OPTIMUM INVESTMENT ADVISORS 11110.01%0.01%0.01%Q1 2018Q3 202011
Tarbox Family Office, Inc. 11110.05%0.05%0.07%Q1 2017Q3 201911
North Star Investment Management Corp. 11110.00%0.00%0.00%Q1 2021Q3 202311
CWM, LLC 1010.00%0.00%0.00%Q3 2017Q2 202111
Narus Financial Partners, LLC 740.14%0.18%0.25%Q4 2016Q3 202311
Spire Wealth Management 11110.02%0.03%0.05%Q1 2021Q3 202311
Clark Capital Management Group, Inc. 310.02%0.26%0.96%Q2 2013Q3 202311
Laidlaw Wealth Management LLC 11110.04%0.06%0.09%Q4 2020Q2 202311
HYA Advisors, Inc 11110.08%0.11%0.17%Q4 2019Q2 202211
Newbridge Financial Services Group, Inc. 11110.00%0.00%0.00%Q3 2020Q1 202311
1832 Asset Management L.P. 510.00%0.00%0.00%Q3 2017Q1 202310
Walleye Trading LLC 420.00%0.00%0.00%Q2 2013Q3 201710
Advisory Services Network, LLC 310.00%0.00%0.00%Q1 2017Q4 202210
WOLVERINE TRADING, LLC 420.00%0.00%0.00%Q4 2016Q3 201810
Qube Research & Technologies Ltd 510.00%0.04%0.12%Q4 2019Q3 202310
First Horizon Advisors, Inc. 420.00%0.00%0.00%Q3 2018Q1 202310
Goelzer Investment Management, Inc. 10100.03%0.09%0.13%Q1 2013Q2 201510
Gradient Investments LLC 910.00%0.00%0.00%Q1 2016Q4 202010
MATRIX PRIVATE CAPITAL GROUP LLC 10100.00%0.10%0.31%Q2 2021Q3 202310
Pension Partners, LLC 820.00%0.25%0.47%Q1 2017Q3 201910
TWO SIGMA SECURITIES, LLC 410.00%0.06%0.49%Q3 2017Q1 20239
CUMBERLAND ADVISORS INC 511.02%2.51%6.58%Q2 2013Q4 20199
Brick & Kyle, Associates 990.03%0.03%0.03%Q1 2015Q1 20179
Patriot Financial Group Insurance Agency, LLC 540.00%0.02%0.04%Q2 2017Q4 20219
Advisors Preferred, LLC 210.01%0.10%0.36%Q4 2013Q1 20239
Financial Architects, Inc 540.00%0.00%0.00%Q1 2017Q2 20209
COOKSON PEIRCE & CO INC 630.02%0.03%0.04%Q2 2019Q3 20239
1834 INVESTMENT ADVISORS CO 990.00%0.00%0.00%Q4 2018Q4 20209
NEW YORK STATE COMMON RETIREMENT FUND 310.00%0.01%0.02%Q4 2013Q2 20179
Cetera Advisors LLC 810.01%0.01%0.01%Q1 2019Q3 20239
DEUTSCHE BANK AG\ 210.00%0.00%0.00%Q3 2013Q3 20209
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 990.54%0.64%0.73%Q3 2021Q3 20239
Ken Stern & Associates, Inc. 880.20%0.20%0.22%Q4 2016Q3 20188
EDMOND DE ROTHSCHILD HOLDING S.A. 880.00%0.17%0.68%Q3 2017Q2 20198
New England Investment & Retirement Group, Inc. 710.01%4.72%7.37%Q3 2016Q1 20208
MCF Advisors LLC 530.00%0.00%0.00%Q3 2020Q3 20228
BOENNING & SCATTERGOOD, INC. 880.08%0.11%0.15%Q1 2021Q4 20228
Wealthspire Advisors, L.P. 880.00%0.00%0.00%Q2 2017Q1 20198
JMAC ENTERPRISES LLC 880.81%0.87%0.96%Q4 2021Q3 20238
Global Retirement Partners, LLC 710.00%0.03%0.05%Q2 2019Q3 20238
Ancora Advisors LLC 610.00%0.00%0.00%Q4 2016Q1 20218
Amundi 880.00%0.00%0.00%Q4 2021Q3 20238
Harel Insurance Investments & Financial Services Ltd. 770.00%0.02%0.06%Q4 2015Q2 20177
Clal Insurance Enterprises Holdings Ltd 771.69%2.43%3.22%Q4 2014Q2 20167
BB&T SECURITIES, LLC 430.00%0.01%0.02%Q2 2013Q4 20187
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.02%Q2 2013Q4 20147
Tibra Equities Europe Ltd 510.07%0.42%0.97%Q4 2017Q3 20217
Caprock Group, LLC 770.06%0.07%0.07%Q1 2020Q3 20217
J.P. Morgan Private Wealth Advisors LLC 520.00%0.00%0.00%Q4 2015Q2 20237
CIBC WORLD MARKET INC. 610.00%0.00%0.00%Q4 2013Q4 20197
BAIRD ROBERT W & CO INC /WI/ 770.00%0.01%0.01%Q3 2013Q1 20157
RiverFront Investment Group, LLC 430.12%0.44%0.78%Q1 2010Q4 20137
HB Wealth Management, LLC 430.00%0.00%0.01%Q4 2021Q3 20237
IMC-Chicago, LLC 410.00%0.00%0.00%Q2 2019Q3 20227
Sound Income Strategies, LLC 770.00%0.00%0.00%Q3 2021Q1 20237
NTV ASSET MANAGEMENT LLC 770.07%0.09%0.10%Q2 2013Q4 20147
CAMBRIDGE TRUST CO 770.00%0.00%0.00%Q1 2022Q3 20237
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 770.17%0.19%0.21%Q2 2018Q4 20197
Brinker Capital Investments, LLC 430.01%0.14%0.25%Q2 2013Q4 20157
Janney Capital Management LLC 310.04%0.28%1.33%Q2 2013Q3 20237
MONEY CONCEPTS CAPITAL CORP 420.00%0.00%0.00%Q4 2020Q4 20226
Kestra Advisory Services, LLC 420.00%0.00%0.01%Q1 2022Q3 20236
ATLAS CAPITAL ADVISORS LLC 510.00%0.00%0.00%Q2 2019Q4 20206
Van Leeuwen & Company, LLC 660.25%0.44%0.55%Q4 2018Q1 20206
PRUDENTIAL FINANCIAL INC 660.00%0.00%0.00%Q2 2022Q3 20236
Snowden Capital Advisors LLC 510.00%0.02%0.07%Q2 2019Q4 20216
FARMERS & MERCHANTS INVESTMENTS INC 420.00%0.00%0.00%Q4 2015Q3 20186
BerganKDV Wealth Management, LLC 660.00%0.00%0.00%Q4 2018Q1 20206
Wealthcare Advisory Partners LLC 510.00%0.00%0.00%Q1 2019Q1 20216
Eudaimonia Partners, LLC 660.03%0.04%0.08%Q4 2019Q1 20216
Founders Financial Alliance, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
UBS AG 660.00%0.01%0.01%Q2 2013Q3 20146
B. Riley Wealth Management, Inc. 660.01%0.02%0.02%Q1 2014Q2 20156
ArchPoint Investors 510.05%0.35%0.48%Q1 2021Q4 20226
Capital Planning Advisors, LLC 661.16%1.49%1.87%Q2 2022Q3 20236
Commonwealth Equity Services, Inc 330.00%0.01%0.02%Q2 2013Q3 20176
MARINER INDEPENDENT ADVISOR NETWORK, LLC 310.02%0.03%0.06%Q1 2017Q3 20226
AE Wealth Management LLC 310.01%0.01%0.01%Q4 2019Q3 20236
Jefferies Group LLC 210.00%0.01%0.01%Q2 2016Q2 20216
B. Riley Wealth Advisors, Inc. 410.00%0.06%0.11%Q2 2014Q1 20166
SEI INVESTMENTS CO 660.00%0.00%0.00%Q1 2017Q2 20186
UBS ASSET MANAGEMENT AMERICAS INC 660.00%0.00%0.00%Q2 2018Q3 20196
WOODMONT INVESTMENT COUNSEL LLC 410.01%0.01%0.01%Q2 2015Q3 20165
CENTAURUS FINANCIAL, INC. 410.02%0.07%0.16%Q4 2017Q2 20195
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Stratos Wealth Advisors, LLC 110.02%0.02%0.03%Q1 2020Q3 20235
Accel Wealth Management 550.01%0.01%0.03%Q1 2022Q1 20235
Avestar Capital, LLC 410.00%0.78%1.13%Q4 2017Q4 20225
ELEMENT POINTE ADVISORS, LLC 550.82%0.87%0.96%Q4 2018Q4 20195
Jacobi Capital Management LLC 550.00%0.00%0.00%Q1 2018Q1 20195
Neuberger Berman Group LLC 410.00%0.00%0.00%Q1 2021Q3 20235
BROWN BROTHERS HARRIMAN & CO 550.00%0.00%0.01%Q2 2021Q2 20225
ROMAN BUTLER FULLERTON & CO 550.37%0.54%0.75%Q4 2018Q4 20195
Belpointe Asset Management LLC 550.01%0.01%0.01%Q1 2022Q1 20235
Merit Financial Group, LLC 550.01%0.09%0.14%Q3 2022Q3 20235
MIRABELLA FINANCIAL SERVICES LLP 210.04%0.51%1.00%Q2 2020Q3 20235
Baker Ellis Asset Management LLC 550.03%0.04%0.04%Q4 2014Q4 20155
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 320.00%0.03%0.08%Q4 2013Q1 20235
BECK CAPITAL MANAGEMENT, LLC 210.07%1.30%2.82%Q1 2014Q1 20175
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
American Financial Network Advisory Services LLC 550.15%0.17%0.18%Q3 2017Q3 20185
Argentus Capital Management, LLC 550.00%0.00%0.01%Q3 2015Q3 20165
Schonfeld Strategic Advisors LLC 310.00%0.02%0.06%Q1 2022Q3 20235
Larson Financial Group LLC 550.00%0.00%0.00%Q3 2022Q3 20235
HARBOUR INVESTMENTS, INC. 320.00%0.00%0.00%Q1 2021Q3 20225
Regal Investment Advisors LLC 310.01%0.03%0.06%Q4 2013Q4 20154
Virtu KCG Holdings LLC 210.00%0.01%0.02%Q1 2014Q2 20174
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 440.03%0.04%0.04%Q1 2022Q4 20224
EverSource Wealth Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Family Asset Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
FIFTH LANE CAPITAL, LP 310.10%0.34%0.80%Q3 2022Q3 20234
SHELTON CAPITAL MANAGEMENT 440.01%0.01%0.02%Q2 2017Q1 20184
Chicago Wealth Management, Inc. 444.09%4.29%4.51%Q4 2022Q3 20234
FLOW TRADERS U.S. LLC 210.01%0.07%0.16%Q3 2020Q3 20234
Kaizen Financial Strategies 440.24%0.26%0.30%Q4 2022Q3 20234
PIERSHALE FINANCIAL GROUP, INC. 440.01%0.02%0.02%Q3 2015Q2 20164
WFG Advisors, LP 220.01%0.01%0.02%Q4 2015Q2 20174
Realta Investment Advisors 440.00%0.00%0.01%Q1 2019Q4 20194
Bruderman Asset Management, LLC 210.01%0.51%0.96%Q4 2015Q4 20194
Aveo Capital Partners, LLC 110.08%0.42%0.93%Q1 2017Q2 20214
1 NORTH WEALTH SERVICES LLC 221.48%1.53%1.58%Q4 2018Q4 20194
FIRST MIDWEST BANK TRUST DIVISION 440.05%0.06%0.06%Q1 2014Q4 20144
AMERICAN CENTURY COMPANIES INC 310.00%0.00%0.00%Q4 2019Q4 20204
Strategic Wealth Partners, Ltd. 220.00%0.54%1.24%Q1 2018Q4 20224
US FINANCIAL ADVISORS, LLC 440.05%0.07%0.09%Q2 2015Q1 20164
Red Door Wealth Management, LLC 310.06%0.14%0.24%Q4 2019Q2 20214
SYNOVUS FINANCIAL CORP 310.00%0.00%0.00%Q2 2013Q1 20204
TCI Wealth Advisors, Inc. 210.00%0.00%0.00%Q1 2019Q3 20214
MONTAG A & ASSOCIATES INC 440.01%0.01%0.01%Q4 2020Q3 20214
Bensler, LLC 440.06%0.07%0.09%Q4 2022Q3 20234
Q3 Asset Management 440.24%1.40%2.24%Q2 2022Q1 20234
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.01%Q1 2015Q2 20194
MERCER GLOBAL ADVISORS INC /ADV 210.04%0.05%0.07%Q1 2020Q3 20214
Mariner, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Cavalier Investments, LLC 210.70%0.88%1.24%Q1 2017Q2 20183
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
Maven Securities LTD 330.16%0.19%0.21%Q1 2017Q3 20173
Heritage Trust Co 330.00%0.00%0.00%Q2 2018Q4 20183
REGIONS FINANCIAL CORP 330.00%0.00%0.00%Q4 2017Q2 20183
VALLEY NATIONAL ADVISERS INC 330.01%0.01%0.01%Q4 2016Q2 20173
BIVIN & ASSOCIATES, INC. 330.02%0.02%0.02%Q4 2021Q2 20223
Venturi Wealth Management, LLC 110.00%0.04%0.12%Q3 2017Q3 20233
Aptus Capital Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
MOTCO 110.00%0.00%0.01%Q4 2014Q3 20183
Alpine Global Management, LLC 110.06%0.37%0.95%Q1 2016Q2 20233
TRUST CO OF VERMONT 330.00%0.00%0.00%Q2 2019Q4 20193
ClearBridge Investments 330.00%0.00%0.00%Q4 2019Q2 20203
Price Wealth, LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Investors Capital Advisory Services 330.05%0.06%0.06%Q4 2015Q2 20163
STEPHENS INC /AR/ 330.06%0.07%0.07%Q1 2017Q3 20173
Sterling Manor Financial, LLC 332.23%2.32%2.42%Q2 2022Q4 20223
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q4 2018Q1 20203
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
SPINNAKER TRUST 330.38%0.40%0.42%Q2 2013Q4 20133
BENJAMIN EDWARDS INC 330.00%0.00%0.00%Q2 2022Q4 20223
Yoder Wealth Management, Inc. 330.18%0.19%0.20%Q1 2023Q3 20233
Versant Capital Management, Inc 330.02%0.02%0.02%Q4 2016Q2 20173
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
PRIVATE TRUST CO NA 330.00%0.00%0.00%Q3 2022Q1 20233
JFS WEALTH ADVISORS, LLC 210.00%0.00%0.00%Q4 2017Q3 20203
NIEMANN CAPITAL MANAGEMENT INC 338.97%9.49%10.23%Q2 2013Q4 20133
CONDOR CAPITAL MANAGEMENT 210.06%0.08%0.10%Q4 2013Q4 20153
Parallel Advisors, LLC 210.00%0.00%0.00%Q2 2017Q4 20183
Shepherd Financial Partners LLC 330.08%0.18%0.24%Q4 2016Q2 20173
Kingsview Wealth Management, LLC 210.02%0.03%0.04%Q2 2021Q3 20233
Optiver Holding B.V. 330.00%0.00%0.00%Q3 2021Q1 20223
Tradewinds, LLC. 330.12%0.12%0.12%Q1 2023Q3 20233
GLENMEDE TRUST CO NA 330.00%0.00%0.00%Q2 2020Q4 20203
DRW Securities, LLC 210.01%0.01%0.02%Q2 2013Q3 20233
MARK SHEPTOFF FINANCIAL PLANNING, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Capital Wealth Planning, LLC 330.01%0.01%0.02%Q2 2019Q4 20193
First Allied Advisory Services, Inc. 210.04%0.08%0.11%Q3 2015Q4 20193
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Bartlett & Co. LLC 210.00%0.00%0.00%Q2 2013Q3 20233
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2014Q3 20233
Miracle Mile Advisors, LLC 330.01%0.21%0.60%Q4 2022Q2 20233
Quad-Cities Investment Group, LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Placemark Investments, Inc. 330.01%0.01%0.01%Q2 2013Q4 20133
Sargent Bickham Lagudis LLC 330.00%0.01%0.02%Q2 2017Q4 20173
EVOKE WEALTH, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
VICUS CAPITAL 110.24%0.27%0.31%Q1 2017Q4 20223
HBK INVESTMENTS L P 210.00%0.01%0.04%Q3 2022Q2 20233
Renaissance Technologies 110.00%0.00%0.00%Q1 2022Q4 20222
MARSHALL WACE, LLP 220.01%0.01%0.02%Q1 2023Q2 20232
FIRST TRUST ADVISORS LP 220.01%0.01%0.01%Q4 2013Q1 20142
J. Goldman & Co LP 110.04%0.07%0.11%Q1 2020Q4 20222
Leonard Rickey Investment Advisors P.L.L.C. 220.17%0.17%0.17%Q2 2019Q3 20192
KWMG, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
TEXAS PERMANENT SCHOOL FUND CORP 220.00%0.00%0.00%Q2 2023Q3 20232
Legacy Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
WOLVERINE ASSET MANAGEMENT LLC 220.03%0.04%0.05%Q1 2018Q2 20182
Orion Portfolio Solutions, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
KWB Wealth 220.04%0.04%0.04%Q4 2022Q1 20232
Hefty Wealth Partners 110.04%0.04%0.05%Q1 2016Q2 20172
ENTERPRISE FINANCIAL SERVICES CORP 220.00%0.00%0.00%Q1 2017Q2 20172
Consolidated Portfolio Review Corp 220.05%0.05%0.06%Q2 2023Q3 20232
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q2 2019Q4 20192
ROPES WEALTH ADVISORS LLC 110.00%0.01%0.02%Q4 2017Q2 20192
MinichMacGregor Wealth Management, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Apriem Advisors 220.00%0.00%0.00%Q3 2016Q4 20162
Royal Fund Management, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Jump Financial, LLC 110.01%0.03%0.04%Q4 2022Q2 20232
RWA WEALTH PARTNERS, LLC 110.08%0.22%0.36%Q1 2022Q3 20232
Csenge Advisory Group 110.09%0.09%0.09%Q2 2021Q4 20212
Privium Fund Management (UK) Ltd 221.12%1.14%1.17%Q2 2023Q3 20232
All Season Financial Advisors, Inc. 110.26%0.35%0.44%Q2 2021Q3 20232
DOLIVER ADVISORS, LP 220.10%0.12%0.13%Q1 2019Q2 20192
Peoples Bank/KS 220.01%0.01%0.01%Q3 2023Q4 20232
TRUSTCORE FINANCIAL SERVICES, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Baird Financial Group, Inc. 110.00%0.01%0.01%Q2 2015Q4 20162
LexAurum Advisors, LLC 220.15%0.21%0.26%Q3 2019Q4 20192
Rosenberg Matthew Hamilton 220.00%0.00%0.00%Q2 2023Q3 20232
Hudock, Inc. 220.00%0.00%0.00%Q3 2013Q4 20132
RATIONAL ADVISORS LLC 110.10%0.12%0.14%Q1 2010Q2 20112
Secure Asset Management, LLC 220.08%0.09%0.09%Q4 2022Q1 20232
BOOTHBAY FUND MANAGEMENT, LLC 110.04%0.17%0.29%Q3 2015Q2 20172
BROWN ADVISORY INC 220.00%0.00%0.00%Q2 2013Q3 20132
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q2 2013Q3 20182
Flagship Private Wealth, LLC 110.01%0.01%0.01%Q4 2020Q2 20212
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Migdal Insurance & Financial Holdings Ltd. 222.23%2.30%2.38%Q4 2015Q1 20162
Kovack Advisors, Inc. 220.09%0.12%0.14%Q4 2022Q1 20232
Trexquant Investment LP 110.01%0.01%0.02%Q3 2020Q2 20232
Independent Portfolio Consultants, Inc. 110.01%0.01%0.02%Q1 2015Q2 20172
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q3 2017Q2 20212
Cetera Investment Advisers 110.01%0.01%0.01%Q3 2021Q3 20232
Sterling Investment Advisors, Ltd. 220.00%0.00%0.00%Q2 2019Q3 20192
Manchester Capital Management LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Meridian Wealth Management, LLC 220.68%0.77%0.86%Q4 2016Q1 20172
Sandy Spring Bank 110.00%0.00%0.00%Q4 2016Q4 20212
HBW ADVISORY SERVICES LLC 220.28%0.33%0.37%Q4 2022Q1 20232
BALYASNY ASSET MANAGEMENT L.P. 110.01%0.01%0.01%Q4 2022Q3 20232
Bristol County Savings Bank 220.68%0.71%0.74%Q3 2017Q4 20172
ExodusPoint Capital Management, LP 110.00%0.00%0.01%Q2 2021Q1 20232
Headlands Technologies LLC 220.00%0.03%0.05%Q1 2023Q2 20232
PACIFIC FINANCIAL GROUP INC 220.01%0.42%0.84%Q3 2015Q4 20152
Pinz Capital Management, LP 220.13%0.38%0.64%Q2 2022Q3 20222
United Asset Strategies, Inc. 220.61%0.93%1.25%Q2 2013Q3 20132
Laurel Wealth Advisors LLC 110.00%0.00%0.01%Q2 2019Q2 20212
Empowered Funds, LLC 221.05%1.16%1.27%Q4 2021Q1 20222
Atria Investments, Inc 220.02%0.03%0.03%Q4 2016Q1 20172
Total Clarity Wealth Management, Inc. 110.00%0.10%0.19%Q4 2019Q2 20222
tru Independence LLC 110.03%0.04%0.05%Q4 2019Q2 20212
Rothschild Capital Partners, LLC 221.32%2.10%2.89%Q2 2017Q3 20172
OPPENHEIMER & CO INC 220.02%0.02%0.03%Q4 2021Q1 20222
SCHRODER INVESTMENT MANAGEMENT GROUP 220.01%0.01%0.01%Q4 2017Q1 20182
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q2 2023Q3 20232
GSA CAPITAL PARTNERS LLP 110.06%0.06%0.06%Q1 2020Q2 20232
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q2 2017Q3 20192
Transform Wealth, LLC 220.14%0.16%0.18%Q4 2022Q1 20232
HM PAYSON & CO 220.00%0.00%0.00%Q4 2019Q1 20202
Lenox Wealth Management, Inc. 220.01%0.01%0.01%Q2 2017Q3 20172
REILLY FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Stearns Financial Services Group 110.00%0.00%0.00%Q3 2020Q3 20201
Fulcrum Equity Management 110.00%0.00%0.00%Q3 2019Q3 20191
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Merriman Wealth Management, LLC 110.59%0.59%0.59%Q4 2015Q4 20151
Columbus Macro, LLC 110.27%0.27%0.27%Q3 2021Q3 20211
Kinloch Capital, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Freedom Investment Management, Inc. 110.15%0.15%0.15%Q4 2022Q4 20221
TRUEWEALTH LLC 110.00%0.00%0.00%Q1 2018Q1 20181
FLAGSTAR ADVISORS INC 110.00%0.00%0.00%Q3 2022Q3 20221
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2023Q2 20231
WEALTHSOURCE PARTNERS, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Delta Investment Management, LLC 110.13%0.13%0.13%Q3 2019Q3 20191
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q2 2019Q2 20191
Capital Bank & Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
Walleye Capital LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Sowell Financial Services LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Ausdal Financial Partners, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Gladstone Institutional Advisory LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Lee Financial Co 110.00%0.00%0.00%Q3 2023Q3 20231
Birchcreek Wealth Management, LLC 110.15%0.15%0.15%Q4 2020Q4 20201
Bison Wealth, LLC 110.61%0.61%0.61%Q4 2014Q4 20141
Ergoteles LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Arlington Partners LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Capital Directions Investment Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
MidWestOne Financial Group, Inc. 110.06%0.06%0.06%Q2 2019Q2 20191
Oxler Private Wealth LLC 110.08%0.08%0.08%Q3 2022Q3 20221
Stadion Money Management, LLC 110.15%0.15%0.15%Q1 2014Q1 20141
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Fullerton Fund Management Co Ltd. 110.73%0.73%0.73%Q3 2023Q3 20231
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
AlphaCore Capital LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.07%0.07%0.07%Q1 2022Q1 20221
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Strategic Capital Alternatives LLC 110.02%0.02%0.02%Q3 2015Q3 20151
Camarda Financial Advisors, LLC 112.01%2.01%2.01%Q4 2022Q4 20221
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q4 2021Q4 20211
Jaffetilchin Investment Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Clean Yield Group 110.00%0.00%0.00%Q4 2020Q4 20201
ALTFEST L J & CO INC 110.36%0.36%0.36%Q1 2023Q1 20231
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Urban Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
LEAVELL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2010Q2 20101
Segantii Capital Management Ltd 110.22%0.22%0.22%Q2 2023Q2 20231
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
TSFG, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2020Q1 20201
XR Securities LLC 113.17%3.17%3.17%Q4 2017Q4 20171
GREAT WEST LIFE ASSURANCE CO /CAN/ 110.00%0.00%0.00%Q3 2013Q3 20131
Teamwork Financial Advisors, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
IMA Wealth, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
STRINGER ASSET MANAGEMENT, LLC 114.10%4.10%4.10%Q2 2020Q2 20201
WealthOne, LLC 110.18%0.18%0.18%Q2 2021Q2 20211
AHL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Smith Anglin Financial, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
FLAGSHIP HARBOR ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Financial Gravity Asset Management, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
Equitable Holdings, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Verition Fund Management LLC 110.05%0.05%0.05%Q3 2021Q3 20211
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
TWO SIGMA INVESTMENTS, LP 110.01%0.01%0.01%Q2 2023Q2 20231
LEO BROKERAGE, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Synergy Asset Management, LLC 110.39%0.39%0.39%Q3 2023Q3 20231
BlueCrest Capital Management Ltd 110.07%0.07%0.07%Q2 2015Q2 20151
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Jackson Financial Management 112.22%2.22%2.22%Q4 2019Q4 20191
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Paradigm Financial Partners, LLC 110.09%0.09%0.09%Q2 2019Q2 20191
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2023Q3 20231
Proficio Capital Partners LLC 110.00%0.00%0.00%Q1 2019Q1 20191
WEXFORD CAPITAL LP 110.12%0.12%0.12%Q3 2017Q3 20171
Visium Asset Management, LP 110.00%0.00%0.00%Q3 2015Q3 20151
GAMCO INVESTORS, INC. ET AL 110.01%0.01%0.01%Q3 2023Q3 20231
Acorn Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Brookfield Asset Management 110.14%0.14%0.14%Q4 2016Q4 20161
Nalls Sherbakoff Group, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Corient Capital Partners, LLC 110.14%0.14%0.14%Q4 2018Q4 20181
Private Ocean, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Dynamic Technology Lab Private Ltd 110.02%0.02%0.02%Q4 2022Q4 20221
Vestpro Financial Partners, Inc. dba CPF Texas 110.00%0.00%0.00%Q4 2017Q4 20171
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
FIFTH THIRD SECURITIES, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
Simplicity Solutions, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
FDx Advisors, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
Vectors Research Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Berman Capital Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
TCP Asset Management, LLC 111.25%1.25%1.25%Q4 2022Q4 20221
Partnervest Advisory Services LLC 110.09%0.09%0.09%Q2 2017Q2 20171
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Covington Capital Management 110.00%0.00%0.00%Q1 2020Q1 20201
Catalyst Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
G&S Capital LLC 111.77%1.77%1.77%Q4 2019Q4 20191
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Activest Wealth Management 110.02%0.02%0.02%Q3 2022Q3 20221
Country Club Trust Company, n.a. 110.03%0.03%0.03%Q4 2013Q4 20131
Catamount Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
361 CAPITAL LLC 110.66%0.66%0.66%Q4 2015Q4 20151
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Proquility Private Wealth Partners, LLC 110.21%0.21%0.21%Q4 2020Q4 20201
CHATHAM CAPITAL GROUP, INC. 110.07%0.07%0.07%Q1 2020Q1 20201
TORONTO DOMINION BANK 110.00%0.00%0.00%Q3 2023Q3 20231
NOMURA HOLDINGS INC 110.04%0.04%0.04%Q4 2012Q4 20121
WESPAC Advisors, LLC 110.32%0.32%0.32%Q1 2017Q1 20171
Concord Wealth Partners 110.00%0.00%0.00%Q4 2022Q4 20221
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Privium Fund Management B.V. 110.30%0.30%0.30%Q2 2023Q2 20231
Global Financial Private Capital, Inc 110.01%0.01%0.01%Q4 2017Q4 20171
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q1 2023Q1 20231
HOLLENCREST CAPITAL MANAGEMENT 112.72%2.72%2.72%Q4 2013Q4 20131
Beaumont Financial Partners, LLC 110.17%0.17%0.17%Q2 2018Q2 20181
Capital Analysts, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Lake Hills Wealth Management, LLC 112.21%2.21%2.21%Q3 2023Q3 20231
Arnhold LLC 110.82%0.82%0.82%Q1 2018Q1 20181
BlackRock Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
External links

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