SPDR SERIES TRUST shareholder history

Current and past SPDR SERIES TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 4040.00%0.00%0.01%Q2 2013Q2 202499
Citadel Advisors 42420.00%0.00%0.01%Q1 2014Q2 202469
CITIGROUP INC 45450.00%0.01%0.08%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.00%0.00%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.00%0.00%0.01%Q2 2013Q2 202445
RAYMOND JAMES & ASSOCIATES 45450.00%0.00%0.02%Q2 2013Q2 202445
TOTH FINANCIAL ADVISORY CORP 45450.08%0.73%1.48%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.01%0.02%Q2 2013Q2 202445
LPL Financial LLC 45450.00%0.01%0.03%Q2 2013Q2 202445
BANK OF MONTREAL /CAN/ 44440.00%0.01%0.10%Q3 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.03%0.08%Q2 2013Q2 202445
US BANCORP \DE\ 44440.00%0.00%0.00%Q3 2013Q2 202444
Triangle Securities Wealth Management 34101.18%1.68%2.42%Q2 2013Q2 202444
ARROW FINANCIAL CORP 42420.01%0.01%0.01%Q1 2014Q2 202442
STIFEL FINANCIAL CORP 41410.00%0.00%0.01%Q2 2014Q2 202441
JPMORGAN CHASE & CO 2920.00%0.00%0.01%Q2 2013Q2 202440
FACTORY MUTUAL INSURANCE CO 25150.27%0.75%2.11%Q2 2013Q2 202440
UBS Group AG 39390.00%0.00%0.03%Q4 2014Q2 202439
Tower Research Capital LLC (TRC) 2710.00%0.08%0.31%Q3 2013Q2 202439
AMERIPRISE FINANCIAL INC 3110.00%0.00%0.01%Q2 2013Q2 202438
PNC FINANCIAL SERVICES GROUP, INC. 38380.00%0.00%0.00%Q1 2015Q2 202438
GOLDMAN SACHS GROUP INC 1610.00%0.01%0.03%Q1 2012Q2 202437
Cambridge Investment Research Advisors, Inc. 3050.00%0.01%0.03%Q3 2015Q2 202435
IFP Advisors, Inc 20140.00%0.00%0.01%Q4 2015Q2 202434
Raymond James Financial Services Advisors, Inc. 33330.00%0.00%0.04%Q2 2016Q2 202433
Cutler Group LLC / CA 610.00%0.00%0.06%Q1 2016Q1 202433
ENVESTNET ASSET MANAGEMENT INC 1410.00%0.00%0.02%Q2 2013Q2 202432
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1910.00%0.00%0.00%Q3 2013Q2 202432
HighTower Advisors, LLC 19120.00%0.02%0.04%Q4 2015Q2 202431
CREDIT SUISSE AG/ 810.00%0.02%0.09%Q2 2013Q3 202331
Lido Advisors, LLC 30300.02%0.04%0.08%Q1 2017Q2 202430
BAROMETER CAPITAL MANAGEMENT INC. 1210.06%0.27%0.70%Q3 2014Q2 202429
MML INVESTORS SERVICES, LLC 29290.00%0.01%0.02%Q2 2017Q2 202429
FMR LLC 2510.00%0.00%0.00%Q4 2013Q2 202428
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.02%Q2 2013Q4 201927
BLAIR WILLIAM & CO/IL 2240.00%0.00%0.00%Q3 2017Q2 202426
V Wealth Advisors LLC 15110.06%0.26%0.42%Q4 2016Q2 202326
JANE STREET GROUP, LLC 910.00%0.00%0.02%Q3 2014Q2 202425
Transamerica Financial Advisors, Inc. 1110.00%0.01%0.07%Q2 2013Q4 202324
BNP PARIBAS FINANCIAL MARKETS 1710.00%0.01%0.03%Q3 2014Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.02%Q3 2018Q2 202424
SUNTRUST BANKS INC 24240.00%0.01%0.01%Q4 2013Q3 201924
Steward Partners Investment Advisory, LLC 2130.00%0.00%0.01%Q1 2018Q2 202424
Focused Wealth Management, Inc 24240.00%0.02%0.33%Q1 2018Q4 202324
Ellis Investment Partners, LLC 23230.08%0.14%0.22%Q4 2018Q2 202423
AT Bancorp 2010.02%0.07%0.13%Q2 2013Q1 201922
Janney Montgomery Scott LLC 1110.00%0.00%0.01%Q2 2017Q2 202422
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 22220.08%0.16%0.22%Q4 2013Q1 201922
Segment Wealth Management, LLC 950.02%0.21%1.07%Q4 2018Q2 202421
HOWE & RUSLING INC 1030.00%0.19%1.04%Q2 2013Q4 201821
Parallax Volatility Advisers, L.P. 1910.00%0.00%0.00%Q2 2014Q2 201921
BARCLAYS PLC 810.00%0.00%0.01%Q2 2013Q2 202421
COMMONWEALTH EQUITY SERVICES, LLC 1020.00%0.00%0.00%Q4 2017Q2 202421
HUNTINGTON NATIONAL BANK 21210.00%0.00%0.00%Q2 2019Q2 202421
BESSEMER GROUP INC 1520.00%0.00%0.00%Q2 2013Q1 202320
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
Allworth Financial LP 1910.00%0.00%0.00%Q1 2017Q2 202420
XPONANCE, INC. 920.01%1.51%6.93%Q4 2013Q1 202020
Psagot Value Holdings Ltd. 1270.01%0.03%0.07%Q1 2014Q4 201819
Keebeck Wealth Management, LLC 19190.04%0.06%0.18%Q4 2019Q2 202419
Arkadios Wealth Advisors 19190.01%0.06%0.19%Q4 2019Q2 202419
Cetera Advisor Networks LLC 1010.00%0.02%0.04%Q4 2016Q4 202318
Narus Financial Partners, LLC 1010.13%0.19%0.30%Q4 2016Q2 202418
OSAIC HOLDINGS, INC. 18180.00%0.01%0.02%Q1 2020Q2 202418
TRUE Private Wealth Advisors 18180.00%0.43%0.87%Q4 2015Q1 202018
HRT FINANCIAL LP 1340.01%0.03%0.07%Q1 2020Q2 202417
Bedel Financial Consulting, Inc. 17170.02%0.02%0.03%Q1 2018Q1 202217
SIMPLEX TRADING, LLC 310.00%0.00%0.03%Q1 2015Q1 202417
BENJAMIN F. EDWARDS & COMPANY, INC. 17170.00%0.00%0.00%Q3 2016Q3 202017
HCR Wealth Advisors 17170.01%0.38%0.74%Q4 2016Q4 202017
Virtu Financial LLC 1010.01%0.11%0.46%Q3 2013Q2 201917
Brookstone Capital Management 810.01%1.01%3.07%Q3 2015Q2 202416
Rockefeller Capital Management L.P. 16160.00%0.00%0.00%Q1 2019Q4 202216
Balentine LLC 16160.00%0.00%0.00%Q3 2020Q2 202416
Timber Hill LLC 1310.00%2.21%8.86%Q2 2013Q2 202016
SG Americas Securities, LLC 610.00%0.02%0.10%Q3 2013Q2 202316
Karp Capital Management Corp 16160.01%1.48%2.82%Q4 2018Q3 202216
Winslow, Evans & Crocker, Inc. 15150.00%0.00%0.00%Q4 2013Q2 201715
Navis Wealth Advisors, LLC 15150.78%1.33%1.93%Q4 2020Q2 202415
Valeo Financial Advisors, LLC 15150.00%0.00%0.01%Q3 2017Q1 202115
Pinnacle Advisory Group, Inc. 15150.03%1.04%5.70%Q2 2013Q4 201615
CX Institutional 710.00%0.17%0.30%Q4 2018Q3 202315
Creative Planning 810.00%0.00%0.01%Q2 2013Q3 201915
Cornerstone Wealth Management, LLC 15150.02%0.12%0.23%Q3 2016Q1 202015
APPLETON GROUP, LLC 920.25%0.56%0.83%Q1 2014Q4 201915
CAPTRUST FINANCIAL ADVISORS 960.00%0.00%0.00%Q2 2018Q2 202215
Ayalon Insurance Comp Ltd. 870.21%1.00%1.54%Q1 2015Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.03%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Private Advisor Group, LLC 610.00%0.01%0.03%Q3 2014Q3 202315
Choate Investment Advisors 1310.00%0.00%0.04%Q1 2016Q3 202314
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.01%Q3 2015Q2 202414
WESTPORT RESOURCES MANAGEMENT INC 14140.01%0.03%0.08%Q2 2013Q3 201614
North Star Investment Management Corp. 14140.00%0.00%0.00%Q1 2021Q2 202414
Spire Wealth Management 14140.02%0.03%0.05%Q1 2021Q2 202414
Homrich & Berg 910.01%0.02%0.03%Q4 2017Q3 202114
TRUIST FINANCIAL CORP 14140.00%0.00%0.00%Q4 2019Q1 202314
NEXT Financial Group, Inc 710.00%0.01%0.02%Q3 2014Q4 202114
HARBOR INVESTMENT ADVISORY, LLC 14140.00%0.00%0.00%Q4 2020Q1 202414
Bell Rock Capital LLC 13130.08%0.13%0.24%Q4 2016Q4 201913
Qube Research & Technologies Ltd 710.00%0.03%0.12%Q4 2019Q2 202413
Baltimore-Washington Financial Advisors, Inc. 13130.02%0.03%0.06%Q2 2019Q2 202213
MEITAV INVESTMENT HOUSE LTD 1210.01%0.04%0.37%Q3 2020Q4 202313
ASSETMARK, INC 810.00%0.30%1.20%Q4 2016Q1 202313
Lehman & Derafelo Financial Resources LLC 620.01%0.01%0.02%Q4 2018Q3 202213
COOKSON PEIRCE & CO INC 930.02%0.03%0.04%Q2 2019Q2 202412
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
WealthTrust Fairport, LLC 750.00%0.04%0.18%Q2 2013Q1 201912
VSR Financial Services, Inc. 12120.07%0.11%0.19%Q2 2013Q1 201612
IHT Wealth Management, LLC 630.00%0.01%0.03%Q4 2016Q2 202312
Carroll Financial Associates, Inc. 12120.00%0.00%0.00%Q1 2019Q4 202112
Miller Investment Management, LP 12127.69%9.17%10.99%Q2 2013Q1 201612
Archford Capital Strategies, LLC 620.00%0.02%0.05%Q3 2015Q2 201912
FIFTH THIRD BANCORP 610.00%0.00%0.00%Q4 2015Q3 202312
Certified Advisory Corp 1110.02%0.06%0.11%Q4 2017Q1 202112
HYA Advisors, Inc 11110.08%0.11%0.17%Q4 2019Q2 202211
Laidlaw Wealth Management LLC 11110.04%0.06%0.09%Q4 2020Q2 202311
Advisory Services Network, LLC 310.00%0.00%0.00%Q1 2017Q4 202311
OPTIMUM INVESTMENT ADVISORS 11110.01%0.01%0.01%Q1 2018Q3 202011
Clark Capital Management Group, Inc. 310.02%0.26%0.96%Q2 2013Q3 202311
Amundi 11110.00%0.00%0.00%Q4 2021Q2 202411
JMAC ENTERPRISES LLC 11110.13%0.83%1.04%Q4 2021Q2 202411
Tarbox Family Office, Inc. 11110.05%0.05%0.07%Q1 2017Q3 201911
CWM, LLC 1010.00%0.00%0.00%Q3 2017Q2 202111
Newbridge Financial Services Group, Inc. 11110.00%0.00%0.00%Q3 2020Q1 202311
Global Retirement Partners, LLC 1010.00%0.03%0.05%Q2 2019Q2 202411
Goelzer Investment Management, Inc. 10100.03%0.09%0.13%Q1 2013Q2 201510
Global Financial Private Client, LLC 730.01%0.16%0.38%Q4 2019Q4 202210
Pension Partners, LLC 820.00%0.25%0.47%Q1 2017Q3 201910
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 10100.54%0.64%0.73%Q3 2021Q4 202310
Cetera Advisors LLC 910.00%0.01%0.01%Q1 2019Q4 202310
Gradient Investments LLC 910.00%0.00%0.00%Q1 2016Q4 202010
First Horizon Advisors, Inc. 420.00%0.00%0.00%Q3 2018Q1 202310
Advisors Preferred, LLC 210.01%0.09%0.36%Q4 2013Q4 202310
MATRIX PRIVATE CAPITAL GROUP LLC 10100.00%0.10%0.31%Q2 2021Q3 202310
Walleye Trading LLC 420.00%0.00%0.00%Q2 2013Q3 201710
1832 Asset Management L.P. 510.00%0.00%0.00%Q3 2017Q1 202310
HB Wealth Management, LLC 730.00%0.00%0.01%Q4 2021Q2 202410
WOLVERINE TRADING, LLC 420.00%0.00%0.00%Q4 2016Q3 201810
CAMBRIDGE TRUST CO 990.00%0.00%0.00%Q1 2022Q1 20249
Financial Architects, Inc 540.00%0.00%0.00%Q1 2017Q2 20209
Capital Planning Advisors, LLC 991.16%1.39%1.87%Q2 2022Q2 20249
NEW YORK STATE COMMON RETIREMENT FUND 310.00%0.01%0.02%Q4 2013Q2 20179
Patriot Financial Group Insurance Agency, LLC 540.00%0.02%0.04%Q2 2017Q4 20219
Janney Capital Management LLC 330.04%0.50%1.33%Q2 2013Q1 20249
TWO SIGMA SECURITIES, LLC 410.00%0.06%0.49%Q3 2017Q1 20239
Brick & Kyle, Associates 990.03%0.03%0.03%Q1 2015Q1 20179
Kestra Advisory Services, LLC 720.00%0.00%0.01%Q1 2022Q2 20249
Sound Income Strategies, LLC 720.00%0.00%0.00%Q3 2021Q2 20249
CUMBERLAND ADVISORS INC 511.02%2.51%6.58%Q2 2013Q4 20199
DEUTSCHE BANK AG\ 210.00%0.00%0.00%Q3 2013Q3 20209
1834 INVESTMENT ADVISORS CO 990.00%0.00%0.00%Q4 2018Q4 20209
PRUDENTIAL FINANCIAL INC 990.00%0.00%0.00%Q2 2022Q2 20249
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 880.00%0.00%0.00%Q3 2022Q2 20248
Ancora Advisors LLC 610.00%0.00%0.00%Q4 2016Q1 20218
EDMOND DE ROTHSCHILD HOLDING S.A. 880.00%0.17%0.68%Q3 2017Q2 20198
BARRETT & COMPANY, INC. 880.00%0.00%0.00%Q3 2022Q2 20248
Larson Financial Group LLC 880.00%0.00%0.00%Q3 2022Q2 20248
Wealthspire Advisors, L.P. 880.00%0.00%0.00%Q2 2017Q1 20198
New England Investment & Retirement Group, Inc. 710.01%4.72%7.37%Q3 2016Q1 20208
Neuberger Berman Group LLC 710.00%0.00%0.00%Q1 2021Q2 20248
Ken Stern & Associates, Inc. 880.20%0.20%0.22%Q4 2016Q3 20188
MCF Advisors LLC 530.00%0.00%0.00%Q3 2020Q3 20228
BOENNING & SCATTERGOOD, INC. 880.08%0.11%0.15%Q1 2021Q4 20228
Chicago Wealth Management, Inc. 773.78%4.14%4.51%Q4 2022Q2 20247
Tibra Equities Europe Ltd 510.07%0.42%0.97%Q4 2017Q3 20217
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.02%Q2 2013Q4 20147
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
RiverFront Investment Group, LLC 430.12%0.44%0.78%Q1 2010Q4 20137
Kaizen Financial Strategies 770.24%0.34%0.48%Q4 2022Q2 20247
IMC-Chicago, LLC 410.00%0.00%0.00%Q2 2019Q3 20227
AE Wealth Management LLC 310.00%0.01%0.01%Q4 2019Q4 20237
CIBC WORLD MARKET INC. 610.00%0.00%0.00%Q4 2013Q4 20197
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
Stratos Wealth Advisors, LLC 310.02%0.02%0.03%Q1 2020Q1 20247
Mariner, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
BAIRD ROBERT W & CO INC /WI/ 770.00%0.01%0.01%Q3 2013Q1 20157
NewEdge Advisors, LLC 770.00%0.00%0.01%Q4 2022Q2 20247
BB&T SECURITIES, LLC 430.00%0.01%0.02%Q2 2013Q4 20187
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
NTV ASSET MANAGEMENT LLC 770.07%0.09%0.10%Q2 2013Q4 20147
ATLAS CAPITAL ADVISORS LLC 510.00%0.00%0.00%Q2 2019Q4 20206
Kingsview Wealth Management, LLC 510.02%0.07%0.17%Q2 2021Q2 20246
Jefferies Group LLC 210.00%0.01%0.01%Q2 2016Q2 20216
Merit Financial Group, LLC 660.01%0.08%0.14%Q3 2022Q4 20236
CENTAURUS FINANCIAL, INC. 410.02%0.08%0.16%Q4 2017Q1 20246
MONEY CONCEPTS CAPITAL CORP 420.00%0.00%0.00%Q4 2020Q4 20226
MARINER INDEPENDENT ADVISOR NETWORK, LLC 310.02%0.03%0.06%Q1 2017Q3 20226
MIRABELLA FINANCIAL SERVICES LLP 210.04%0.46%1.00%Q2 2020Q1 20246
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
PRIVATE TRUST CO NA 330.00%0.00%0.00%Q3 2022Q2 20246
Eudaimonia Partners, LLC 660.03%0.04%0.08%Q4 2019Q1 20216
Tradewinds, LLC. 310.08%0.14%0.26%Q4 2021Q2 20246
FARMERS & MERCHANTS INVESTMENTS INC 420.00%0.00%0.00%Q4 2015Q3 20186
Founders Financial Alliance, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
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
BerganKDV Wealth Management, LLC 660.00%0.00%0.00%Q4 2018Q1 20206
Schonfeld Strategic Advisors LLC 310.00%0.02%0.06%Q1 2022Q2 20246
Belpointe Asset Management LLC 510.01%0.05%0.24%Q1 2022Q1 20246
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 660.00%0.00%0.00%Q2 2018Q3 20196
Yoder Wealth Management, Inc. 660.18%0.19%0.20%Q1 2023Q2 20246
Van Leeuwen & Company, LLC 660.25%0.44%0.55%Q4 2018Q1 20206
Venturi Wealth Management, LLC 410.00%0.02%0.12%Q3 2017Q2 20246
Wealthcare Advisory Partners LLC 510.00%0.00%0.00%Q1 2019Q1 20216
UBS AG 660.00%0.01%0.01%Q2 2013Q3 20146
Commonwealth Equity Services, Inc 330.00%0.01%0.02%Q2 2013Q3 20176
Accel Wealth Management 550.01%0.01%0.03%Q1 2022Q1 20235
VICUS CAPITAL 210.24%0.27%0.31%Q1 2017Q2 20245
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
Bensler, LLC 550.06%0.07%0.09%Q4 2022Q4 20235
BECK CAPITAL MANAGEMENT, LLC 210.07%1.30%2.82%Q1 2014Q1 20175
BROWN BROTHERS HARRIMAN & CO 550.00%0.00%0.01%Q2 2021Q2 20225
Manchester Capital Management LLC 550.02%0.02%0.02%Q2 2023Q2 20245
Jacobi Capital Management LLC 550.00%0.00%0.00%Q1 2018Q1 20195
Avestar Capital, LLC 410.00%0.78%1.13%Q4 2017Q4 20225
ROMAN BUTLER FULLERTON & CO 550.37%0.54%0.75%Q4 2018Q4 20195
ELEMENT POINTE ADVISORS, LLC 550.82%0.87%0.96%Q4 2018Q4 20195
CoreCap Advisors, LLC 210.01%0.01%0.02%Q4 2021Q2 20245
FIFTH LANE CAPITAL, LP 310.10%0.73%2.27%Q3 2022Q2 20245
HARBOUR INVESTMENTS, INC. 320.00%0.00%0.00%Q1 2021Q3 20225
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 320.00%0.03%0.08%Q4 2013Q1 20235
Baker Ellis Asset Management LLC 550.03%0.04%0.04%Q4 2014Q4 20155
DRW Securities, LLC 410.01%0.03%0.10%Q2 2013Q1 20245
EverSource Wealth Advisors, LLC 550.00%0.00%0.01%Q4 2022Q4 20235
Renaissance Technologies 310.00%0.00%0.01%Q1 2022Q2 20245
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 550.01%0.01%0.01%Q2 2023Q2 20245
WOODMONT INVESTMENT COUNSEL LLC 410.01%0.01%0.01%Q2 2015Q3 20165
US FINANCIAL ADVISORS, LLC 440.05%0.07%0.09%Q2 2015Q1 20164
Aveo Capital Partners, LLC 110.08%0.42%0.93%Q1 2017Q2 20214
FIFTH THIRD SECURITIES, INC. 440.04%0.04%0.04%Q3 2023Q2 20244
MONTAG A & ASSOCIATES INC 440.01%0.01%0.01%Q4 2020Q3 20214
Strategic Wealth Partners, Ltd. 220.00%0.54%1.24%Q1 2018Q4 20224
AMERICAN CENTURY COMPANIES INC 310.00%0.00%0.00%Q4 2019Q4 20204
Peoples Bank/KS 440.01%0.01%0.01%Q3 2023Q2 20244
FIRST MIDWEST BANK TRUST DIVISION 440.05%0.06%0.06%Q1 2014Q4 20144
TCI Wealth Advisors, Inc. 210.00%0.00%0.00%Q1 2019Q3 20214
Q3 Asset Management 440.24%1.40%2.24%Q2 2022Q1 20234
MERCER GLOBAL ADVISORS INC /ADV 210.04%0.05%0.07%Q1 2020Q3 20214
TEXAS PERMANENT SCHOOL FUND CORP 440.00%0.00%0.00%Q2 2023Q1 20244
1 NORTH WEALTH SERVICES LLC 221.48%1.53%1.58%Q4 2018Q4 20194
DHJJ Financial Advisors, Ltd. 440.00%0.00%0.00%Q3 2023Q2 20244
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
PIERSHALE FINANCIAL GROUP, INC. 440.01%0.02%0.02%Q3 2015Q2 20164
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
SYNOVUS FINANCIAL CORP 310.00%0.00%0.00%Q2 2013Q1 20204
NATIONAL BANK OF CANADA /FI/ 310.00%0.00%0.00%Q4 2021Q2 20244
Regal Investment Advisors LLC 310.01%0.03%0.06%Q4 2013Q4 20154
Headlands Technologies LLC 220.00%0.02%0.05%Q1 2023Q2 20244
NBC SECURITIES, INC. 440.00%0.00%0.00%Q3 2023Q2 20244
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.01%Q1 2015Q2 20194
Family Asset Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
SHELTON CAPITAL MANAGEMENT 440.01%0.01%0.02%Q2 2017Q1 20184
All Season Financial Advisors, Inc. 310.26%0.39%0.45%Q2 2021Q1 20244
Virtu KCG Holdings LLC 210.00%0.01%0.02%Q1 2014Q2 20174
Baird Financial Group, Inc. 210.00%0.00%0.01%Q2 2015Q2 20244
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 440.03%0.04%0.04%Q1 2022Q4 20224
FLOW TRADERS U.S. LLC 210.01%0.07%0.16%Q3 2020Q3 20234
WFG Advisors, LP 220.01%0.01%0.02%Q4 2015Q2 20174
Red Door Wealth Management, LLC 310.06%0.14%0.24%Q4 2019Q2 20214
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2014Q3 20233
HBK INVESTMENTS L P 210.00%0.01%0.03%Q3 2022Q2 20233
MARSHALL WACE, LLP 210.00%0.01%0.02%Q1 2023Q2 20243
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
BIVIN & ASSOCIATES, INC. 330.02%0.02%0.02%Q4 2021Q2 20223
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Alpine Global Management, LLC 110.06%0.36%0.90%Q1 2016Q2 20233
MOTCO 110.00%0.00%0.01%Q4 2014Q3 20183
Miracle Mile Advisors, LLC 330.01%0.21%0.60%Q4 2022Q2 20233
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q4 2018Q1 20203
Quad-Cities Investment Group, LLC 330.00%0.00%0.00%Q2 2018Q4 20183
MARK SHEPTOFF FINANCIAL PLANNING, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
CONDOR CAPITAL MANAGEMENT 210.06%0.08%0.10%Q4 2013Q4 20153
AMICA MUTUAL INSURANCE CO 330.20%0.22%0.24%Q4 2023Q2 20243
Placemark Investments, Inc. 330.01%0.01%0.01%Q2 2013Q4 20133
CALDWELL SUTTER CAPITAL, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
Snowden Capital Advisors LLC 210.00%0.05%0.07%Q1 2020Q4 20213
VALLEY NATIONAL ADVISERS INC 330.01%0.01%0.01%Q4 2016Q2 20173
Cetera Investment Advisers 110.00%0.01%0.01%Q3 2021Q1 20243
Price Wealth, LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Versant Capital Management, Inc 330.02%0.02%0.02%Q4 2016Q2 20173
Investors Capital Advisory Services 330.05%0.06%0.06%Q4 2015Q2 20163
Parallel Advisors, LLC 210.00%0.00%0.00%Q2 2017Q4 20183
Sargent Bickham Lagudis LLC 330.00%0.01%0.02%Q2 2017Q4 20173
Shepherd Financial Partners LLC 330.08%0.18%0.24%Q4 2016Q2 20173
ClearBridge Investments 330.00%0.00%0.00%Q4 2019Q2 20203
HOLLENCREST CAPITAL MANAGEMENT 110.00%0.91%2.72%Q4 2013Q2 20243
BENJAMIN EDWARDS INC 330.00%0.00%0.00%Q2 2022Q4 20223
OPPENHEIMER & CO INC 210.00%0.02%0.03%Q4 2021Q1 20243
JFS WEALTH ADVISORS, LLC 210.00%0.00%0.00%Q4 2017Q3 20203
Capital Wealth Planning, LLC 330.01%0.01%0.02%Q2 2019Q4 20193
Wealthfront Advisers LLC 330.00%0.00%0.00%Q4 2023Q2 20243
REGIONS FINANCIAL CORP 330.00%0.00%0.00%Q4 2017Q2 20183
GSA CAPITAL PARTNERS LLP 110.06%0.07%0.10%Q1 2020Q4 20233
Optiver Holding B.V. 330.00%0.00%0.00%Q3 2021Q1 20223
GAMCO INVESTORS, INC. ET AL 330.01%0.01%0.01%Q3 2023Q1 20243
Baker Avenue Asset Management, LP 330.02%0.03%0.05%Q4 2023Q2 20243
EVOKE WEALTH, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
First Allied Advisory Services, Inc. 210.04%0.08%0.11%Q3 2015Q4 20193
1858 WEALTH MANAGEMENT, LLC 330.56%0.57%0.61%Q4 2023Q2 20243
TRUST CO OF VERMONT 330.00%0.00%0.00%Q2 2019Q4 20193
Heritage Trust Co 330.00%0.00%0.00%Q2 2018Q4 20183
Jump Financial, LLC 110.01%0.03%0.04%Q4 2022Q1 20243
GTS SECURITIES LLC 330.00%0.01%0.01%Q4 2023Q2 20243
Maven Securities LTD 330.16%0.19%0.21%Q1 2017Q3 20173
GLENMEDE TRUST CO NA 330.00%0.00%0.00%Q2 2020Q4 20203
Aptus Capital Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Rosenberg Matthew Hamilton 330.00%0.00%0.00%Q2 2023Q4 20233
BARTLETT & CO. WEALTH MANAGEMENT LLC 210.00%0.00%0.00%Q2 2023Q2 20243
Meridian Wealth Management, LLC 210.01%0.52%0.86%Q4 2016Q4 20233
SPINNAKER TRUST 330.38%0.40%0.42%Q2 2013Q4 20133
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
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
Trexquant Investment LP 110.01%0.01%0.02%Q3 2020Q2 20243
PFG Investments, LLC 330.02%0.03%0.04%Q4 2023Q2 20243
Trademark Financial Management, LLC 330.30%0.38%0.46%Q4 2023Q2 20243
Sterling Manor Financial, LLC 332.23%2.32%2.42%Q2 2022Q4 20223
STEPHENS INC /AR/ 330.06%0.07%0.07%Q1 2017Q3 20173
EP Wealth Advisors, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Cavalier Investments, LLC 210.70%0.88%1.24%Q1 2017Q2 20183
NIEMANN CAPITAL MANAGEMENT INC 338.97%9.49%10.23%Q2 2013Q4 20133
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.01%Q2 2023Q2 20243
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q3 2017Q2 20212
KWMG, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
ROPES WEALTH ADVISORS LLC 110.00%0.01%0.02%Q4 2017Q2 20192
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.00%Q3 2023Q4 20232
Legacy Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Lenox Wealth Management, Inc. 220.01%0.01%0.01%Q2 2017Q3 20172
Private Portfolio Partners LLC 220.05%0.05%0.05%Q4 2023Q1 20242
MinichMacGregor Wealth Management, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q2 2017Q3 20192
FISCHER INVESTMENT STRATEGIES, LLC 221.46%2.45%3.43%Q1 2024Q2 20242
Insight Wealth Strategies, LLC 221.29%1.86%2.43%Q4 2023Q1 20242
CIBC Private Wealth Group LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Independent Portfolio Consultants, Inc. 110.01%0.01%0.02%Q1 2015Q2 20172
Migdal Insurance & Financial Holdings Ltd. 222.23%2.30%2.38%Q4 2015Q1 20162
REILLY FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
WOLVERINE ASSET MANAGEMENT LLC 220.03%0.04%0.05%Q1 2018Q2 20182
tru Independence LLC 110.03%0.04%0.05%Q4 2019Q2 20212
BALYASNY ASSET MANAGEMENT L.P. 110.01%0.01%0.01%Q4 2022Q3 20232
MATHER GROUP, LLC. 220.00%0.00%0.00%Q1 2024Q2 20242
TUDOR INVESTMENT CORP ET AL 110.00%0.00%0.00%Q4 2023Q2 20242
WEXFORD CAPITAL LP 110.12%0.19%0.26%Q3 2017Q2 20242
VisionPoint Advisory Group, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
HM PAYSON & CO 220.00%0.00%0.00%Q4 2019Q1 20202
Royal Fund Management, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
TRUSTCORE FINANCIAL SERVICES, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Kovack Advisors, Inc. 220.09%0.12%0.14%Q4 2022Q1 20232
PFG Advisors 220.02%0.02%0.04%Q1 2024Q2 20242
Privium Fund Management (UK) Ltd 221.12%1.14%1.17%Q2 2023Q3 20232
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q2 2019Q4 20192
RATIONAL ADVISORS LLC 110.10%0.12%0.14%Q1 2010Q2 20112
Pinz Capital Management, LP 220.13%0.38%0.64%Q2 2022Q3 20222
Atria Investments, Inc 220.02%0.03%0.03%Q4 2016Q1 20172
BROWN ADVISORY INC 220.00%0.00%0.00%Q2 2013Q3 20132
J. Goldman & Co LP 110.04%0.07%0.11%Q1 2020Q4 20222
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 220.01%0.01%0.02%Q1 2024Q2 20242
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q2 2013Q3 20182
FSA Wealth Management LLC 220.02%0.02%0.02%Q4 2023Q1 20242
ENTERPRISE FINANCIAL SERVICES CORP 220.00%0.00%0.00%Q1 2017Q2 20172
Sterling Investment Advisors, Ltd. 220.00%0.00%0.00%Q2 2019Q3 20192
HBW ADVISORY SERVICES LLC 220.28%0.33%0.37%Q4 2022Q1 20232
Hefty Wealth Partners 110.04%0.04%0.05%Q1 2016Q2 20172
Sandy Spring Bank 110.00%0.00%0.00%Q4 2016Q4 20212
Central Pacific Bank - Trust Division 220.00%0.00%0.00%Q1 2024Q2 20242
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
Rothschild Capital Partners, LLC 221.32%2.10%2.89%Q2 2017Q3 20172
SCHRODER INVESTMENT MANAGEMENT GROUP 220.01%0.01%0.01%Q4 2017Q1 20182
Secure Asset Management, LLC 220.08%0.09%0.09%Q4 2022Q1 20232
Transform Wealth, LLC 220.14%0.16%0.18%Q4 2022Q1 20232
ICA Group Wealth Management, LLC 220.00%0.00%0.01%Q1 2024Q2 20242
BOOTHBAY FUND MANAGEMENT, LLC 110.04%0.17%0.29%Q3 2015Q2 20172
FIRST TRUST ADVISORS LP 220.01%0.01%0.01%Q4 2013Q1 20142
Leonard Rickey Investment Advisors P.L.L.C. 220.17%0.17%0.17%Q2 2019Q3 20192
Apriem Advisors 220.00%0.00%0.00%Q3 2016Q4 20162
KWB Wealth 220.04%0.04%0.04%Q4 2022Q1 20232
GPS Wealth Strategies Group, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Mutual Advisors, LLC 220.06%0.08%0.10%Q1 2024Q2 20242
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
United Asset Strategies, Inc. 220.61%0.93%1.25%Q2 2013Q3 20132
Gladstone Institutional Advisory LLC 220.06%0.11%0.16%Q3 2023Q4 20232
Flagship Private Wealth, LLC 110.01%0.01%0.01%Q4 2020Q2 20212
Lee Financial Co 220.00%0.00%0.00%Q3 2023Q4 20232
ROTHSCHILD INVESTMENT LLC 220.02%0.02%0.02%Q1 2024Q2 20242
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
DOLIVER ADVISORS, LP 220.10%0.12%0.13%Q1 2019Q2 20192
Empowered Funds, LLC 221.05%1.16%1.27%Q4 2021Q1 20222
Avior Wealth Management, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
Total Clarity Wealth Management, Inc. 110.00%0.10%0.19%Q4 2019Q2 20222
PACIFIC FINANCIAL GROUP INC 220.01%0.42%0.84%Q3 2015Q4 20152
Hudock, Inc. 220.00%0.00%0.00%Q3 2013Q4 20132
LexAurum Advisors, LLC 220.15%0.21%0.26%Q3 2019Q4 20192
Orion Portfolio Solutions, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Laurel Wealth Advisors LLC 110.00%0.00%0.01%Q2 2019Q2 20212
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 221.50%1.54%1.58%Q1 2024Q2 20242
PEAK FINANCIAL ADVISORS LLC 220.23%0.24%0.24%Q4 2023Q1 20242
Consolidated Portfolio Review Corp 220.05%0.05%0.06%Q2 2023Q3 20232
TORONTO DOMINION BANK 220.00%0.00%0.00%Q3 2023Q4 20232
TSFG, LLC 220.00%0.00%0.00%Q3 2023Q4 20232
Verition Fund Management LLC 110.05%0.05%0.05%Q3 2021Q3 20211
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2020Q1 20201
Concentric Capital Strategies, LP 110.27%0.27%0.27%Q1 2024Q1 20241
PRIVATE CLIENT SERVICES, LLC 110.70%0.70%0.70%Q4 2023Q4 20231
LEAVELL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2010Q2 20101
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Synergy Asset Management, LLC 110.39%0.39%0.39%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Urban Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Clean Yield Group 110.00%0.00%0.00%Q4 2020Q4 20201
Merriman Wealth Management, LLC 110.59%0.59%0.59%Q4 2015Q4 20151
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.07%0.07%0.07%Q1 2022Q1 20221
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Jackson Financial Management 112.22%2.22%2.22%Q4 2019Q4 20191
PRICE T ROWE ASSOCIATES INC /MD/ 110.00%0.00%0.00%Q1 2024Q1 20241
Fullerton Fund Management Co Ltd. 110.73%0.73%0.73%Q3 2023Q3 20231
Fortis Group Advisors, LLC 110.66%0.66%0.66%Q1 2024Q1 20241
AlphaCore Capital LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Visium Asset Management, LP 110.00%0.00%0.00%Q3 2015Q3 20151
Camarda Financial Advisors, LLC 112.01%2.01%2.01%Q4 2022Q4 20221
Vestpro Financial Partners, Inc. dba CPF Texas 110.00%0.00%0.00%Q4 2017Q4 20171
Jaffetilchin Investment Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2023Q2 20231
FDx Advisors, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
Segantii Capital Management Ltd 110.22%0.22%0.22%Q2 2023Q2 20231
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 110.01%0.01%0.01%Q2 2024Q2 20241
First Heartland Consultants, Inc. 110.01%0.01%0.01%Q2 2024Q2 20241
Berman Capital Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Teamwork Financial Advisors, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
Cannon Global Investment Management, LLC 115.50%5.50%5.50%Q2 2024Q2 20241
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Tennessee Valley Asset Management Partners 110.00%0.00%0.00%Q4 2023Q4 20231
Blue Trust, Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
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
Equitable Holdings, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
LEO BROKERAGE, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Capital Square, LLC 110.14%0.14%0.14%Q2 2024Q2 20241
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Proficio Capital Partners LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Brevan Howard Capital Management LP 110.03%0.03%0.03%Q4 2023Q4 20231
Acorn Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Country Club Trust Company, n.a. 110.03%0.03%0.03%Q4 2013Q4 20131
Brookfield Asset Management 110.14%0.14%0.14%Q4 2016Q4 20161
Corient Capital Partners, LLC 110.14%0.14%0.14%Q4 2018Q4 20181
Financial Network Wealth Advisors LLC 110.00%0.00%0.00%Q2 2024Q2 20241
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2024Q2 20241
Dynamic Technology Lab Private Ltd 110.02%0.02%0.02%Q4 2022Q4 20221
Catamount Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Vectors Research Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Global Trust Asset Management, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
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
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
NOMURA HOLDINGS INC 110.04%0.04%0.04%Q4 2012Q4 20121
Hobbs Group Advisors, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Birchcreek Wealth Management, LLC 110.15%0.15%0.15%Q4 2020Q4 20201
LMR Partners LLP 110.01%0.01%0.01%Q1 2024Q1 20241
WESPAC Advisors, LLC 110.32%0.32%0.32%Q1 2017Q1 20171
Covington Capital Management 110.00%0.00%0.00%Q1 2020Q1 20201
Concord Wealth Partners 110.00%0.00%0.00%Q4 2022Q4 20221
Catalyst Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
G&S Capital LLC 111.77%1.77%1.77%Q4 2019Q4 20191
Pinnacle Family Advisors, LLC 110.18%0.18%0.18%Q1 2024Q1 20241
Global Financial Private Capital, Inc 110.01%0.01%0.01%Q4 2017Q4 20171
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Activest Wealth Management 110.02%0.02%0.02%Q3 2022Q3 20221
Beaumont Financial Partners, LLC 110.17%0.17%0.17%Q2 2018Q2 20181
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Proquility Private Wealth Partners, LLC 110.21%0.21%0.21%Q4 2020Q4 20201
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
Stearns Financial Services Group 110.00%0.00%0.00%Q3 2020Q3 20201
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Privium Fund Management B.V. 110.30%0.30%0.30%Q2 2023Q2 20231
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q1 2023Q1 20231
Federation des caisses Desjardins du Quebec 110.00%0.00%0.00%Q2 2024Q2 20241
Capital CS Group, LLC 110.24%0.24%0.24%Q2 2024Q2 20241
Philadelphia Financial Management of San Francisco, LLC 116.55%6.55%6.55%Q2 2024Q2 20241
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
FLAGSTAR ADVISORS INC 110.00%0.00%0.00%Q3 2022Q3 20221
Farther Finance Advisors, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
BlackRock Finance, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
Carmichael Hill & Associates, Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
PRUDENTIAL PLC 110.01%0.01%0.01%Q2 2024Q2 20241
WEALTHSOURCE PARTNERS, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Fulcrum Equity Management 110.00%0.00%0.00%Q3 2019Q3 20191
Sowell Financial Services LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Columbus Macro, LLC 110.27%0.27%0.27%Q3 2021Q3 20211
Ausdal Financial Partners, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
Ergoteles LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Imprint Wealth LLC 110.05%0.05%0.05%Q1 2024Q1 20241
TRUEWEALTH LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Simplicity Solutions, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Delta Investment Management, LLC 110.13%0.13%0.13%Q3 2019Q3 20191
Capital Bank & Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
MidWestOne Financial Group, Inc. 110.06%0.06%0.06%Q2 2019Q2 20191
Walleye Capital LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Oxler Private Wealth LLC 110.08%0.08%0.08%Q3 2022Q3 20221
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Weiss Asset Management LP 110.04%0.04%0.04%Q4 2023Q4 20231
Lynx Investment Advisory 110.04%0.04%0.04%Q2 2024Q2 20241
Stadion Money Management, LLC 110.15%0.15%0.15%Q1 2014Q1 20141
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Arlington Partners LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Able Wealth Management LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Capital Directions Investment Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
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
ALTFEST L J & CO INC 110.36%0.36%0.36%Q1 2023Q1 20231
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Paradigm Financial Partners, LLC 110.09%0.09%0.09%Q2 2019Q2 20191
Arnhold LLC 110.82%0.82%0.82%Q1 2018Q1 20181
Nalls Sherbakoff Group, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Capital Analysts, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q2 2019Q2 20191
BlueCrest Capital Management Ltd 110.07%0.07%0.07%Q2 2015Q2 20151
MACQUARIE GROUP LTD 110.00%0.00%0.00%Q1 2024Q1 20241
Private Ocean, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Bison Wealth, LLC 110.61%0.61%0.61%Q4 2014Q4 20141
CHATHAM CAPITAL GROUP, INC. 110.07%0.07%0.07%Q1 2020Q1 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
STRINGER ASSET MANAGEMENT, LLC 114.10%4.10%4.10%Q2 2020Q2 20201
Financial Gravity Asset Management, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
IMA Advisory Services, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
CANADA LIFE ASSURANCE Co 110.00%0.00%0.00%Q3 2013Q3 20131
Horizon Investments, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
XR Securities LLC 113.17%3.17%3.17%Q4 2017Q4 20171
New Harbor Financial Group, LLC 113.51%3.51%3.51%Q4 2023Q4 20231
External links

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