SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Asset Management Group, Inc. 40400.31%1.40%1.85%Q2 2013Q1 202340
MORGAN STANLEY 40400.00%0.00%0.01%Q2 2013Q1 202340
AMERIPRISE FINANCIAL INC 40400.00%0.01%0.02%Q2 2013Q1 202340
WHITTIER TRUST CO OF NEVADA INC 40400.00%0.00%0.01%Q2 2013Q1 202340
BANK OF AMERICA CORP /DE/ 40400.00%0.00%0.01%Q2 2013Q1 202340
ROYAL BANK OF CANADA 40400.00%0.00%0.01%Q2 2013Q1 202340
PNC FINANCIAL SERVICES GROUP, INC. 40400.00%0.03%0.06%Q2 2013Q1 202340
STATE STREET CORP 40400.00%0.00%0.01%Q2 2013Q1 202340
Bank of New York Mellon Corp 40400.00%0.00%0.00%Q2 2013Q1 202340
CITIGROUP INC 40400.00%0.00%0.01%Q2 2013Q1 202340
WELLS FARGO & COMPANY/MN 40400.00%0.00%0.01%Q2 2013Q1 202340
Legacy Private Trust Co. 40400.06%0.28%1.75%Q2 2013Q1 202340
LPL Financial LLC 40400.01%0.05%0.11%Q2 2013Q1 202340
EXENCIAL WEALTH ADVISORS, LLC 2460.02%0.08%0.12%Q1 2013Q1 202339
FINANCIAL COUNSELORS INC 26130.03%0.09%0.28%Q2 2013Q1 202339
Private Advisor Group, LLC 38380.02%0.09%0.22%Q4 2013Q1 202338
Janney Montgomery Scott LLC 27110.00%0.01%0.10%Q3 2013Q1 202338
WHITTIER TRUST CO 38380.00%0.01%0.03%Q4 2013Q1 202338
B. Riley Wealth Advisors, Inc. 3170.01%0.05%0.13%Q3 2013Q1 202338
Carlson Capital Management 38380.02%0.08%0.16%Q2 2013Q3 202238
ARS Investment Partners, LLC 26110.08%0.41%0.79%Q4 2013Q1 202337
D.A. DAVIDSON & CO. 2890.01%0.05%0.08%Q2 2013Q1 202337
Northeast Financial Consultants Inc 20160.13%1.32%6.57%Q1 2014Q1 202336
J.P. Morgan Private Wealth Advisors LLC 34340.01%0.02%0.05%Q4 2014Q1 202334
UBS Group AG 34340.00%0.01%0.01%Q4 2014Q1 202334
Creative Planning 1410.00%0.00%0.00%Q2 2013Q1 202334
Cambridge Investment Research Advisors, Inc. 34340.01%0.04%0.08%Q4 2014Q1 202334
OLD DOMINION CAPITAL MANAGEMENT INC 34341.69%4.56%6.73%Q2 2013Q3 202134
Carnegie Capital Asset Management, LLC 34340.04%0.30%0.70%Q4 2014Q1 202334
HighTower Advisors, LLC 2760.01%0.05%0.07%Q4 2013Q1 202333
ENVESTNET ASSET MANAGEMENT INC 2820.00%0.01%0.03%Q3 2014Q1 202332
WASHINGTON TRUST Co 19130.01%0.01%0.02%Q4 2014Q1 202332
Baird Financial Group, Inc. 31310.01%0.03%0.05%Q3 2015Q1 202331
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1220.00%0.00%0.00%Q2 2013Q1 202331
Raymond James Financial Services Advisors, Inc. 1710.01%0.02%0.05%Q2 2013Q1 202330
BlackRock Inc. 30300.00%0.00%0.00%Q4 2015Q1 202330
IFP Advisors, Inc 16140.00%0.02%0.05%Q4 2015Q2 202330
Geneos Wealth Management Inc. 29290.00%0.01%0.02%Q1 2016Q1 202329
Whitegate Investment Counselors, Inc. 2810.05%0.56%1.13%Q1 2014Q1 202329
High Falls Advisors, Inc 19100.08%0.12%0.16%Q4 2015Q1 202329
RAYMOND JAMES & ASSOCIATES 29290.00%0.01%0.01%Q1 2016Q1 202329
WELCH & FORBES LLC 28280.01%0.01%0.01%Q2 2016Q1 202328
GOFEN & GLOSSBERG LLC /IL/ 28280.01%0.01%0.02%Q1 2016Q4 202228
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.04%Q2 2013Q4 201927
Capital Directions Investment Advisors, LLC 1120.01%0.01%0.02%Q3 2015Q4 202227
NEXT Financial Group, Inc 1320.01%0.10%0.26%Q3 2014Q4 202126
ARCADIA INVESTMENT MANAGEMENT CORP/MI 25250.00%0.06%0.12%Q1 2017Q1 202325
Cetera Advisors LLC 25250.02%0.06%0.08%Q1 2017Q1 202325
Stratos Wealth Partners, LTD. 25250.01%0.02%0.03%Q1 2017Q1 202325
Capital Advisors, Ltd. LLC 25250.01%0.01%0.01%Q4 2013Q4 201925
Sigma Planning Corp 24240.01%0.02%0.03%Q2 2017Q1 202324
MML INVESTORS SERVICES, LLC 24240.01%0.06%0.19%Q2 2017Q1 202324
Steward Partners Investment Advisory, LLC 1630.00%0.00%0.01%Q4 2016Q1 202323
Ameritas Investment Partners, Inc. 23230.00%0.00%0.01%Q3 2017Q1 202323
Capital Advantage, Inc. 2211.46%3.06%4.58%Q4 2013Q3 201923
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1910.00%0.00%0.01%Q4 2015Q1 202323
JPMORGAN CHASE & CO 1810.00%0.00%0.00%Q2 2016Q1 202323
Cetera Advisor Networks LLC 2030.01%0.02%0.06%Q1 2017Q1 202323
Mathes Company, Inc. 1120.14%0.88%1.45%Q4 2016Q3 202323
McIlrath & Eck, LLC 22220.15%0.29%0.58%Q4 2017Q1 202322
EATON VANCE MANAGEMENT 22220.00%0.02%0.03%Q2 2017Q3 202222
IHT Wealth Management, LLC 1660.00%0.17%0.97%Q4 2016Q1 202322
COMMONWEALTH EQUITY SERVICES, LLC 22220.03%0.04%0.08%Q4 2017Q1 202322
Moors & Cabot, Inc. 1750.01%0.09%0.14%Q2 2016Q1 202322
ARROW FINANCIAL CORP 22220.01%0.02%0.12%Q4 2013Q1 201922
Capital Investment Advisory Services, LLC 21210.01%0.05%0.20%Q1 2018Q1 202321
WHALEROCK POINT PARTNERS, LLC 1710.24%0.45%0.57%Q3 2015Q1 202321
NORTHERN TRUST CORP 21210.00%0.00%0.00%Q1 2018Q1 202321
Wall Capital Group, Inc. 21213.39%6.46%8.88%Q1 2018Q1 202321
BLAIR WILLIAM & CO/IL 21210.00%0.00%0.01%Q1 2018Q1 202321
TRUSTCORE FINANCIAL SERVICES, LLC 21210.03%0.16%0.47%Q4 2017Q4 202221
Global Retirement Partners, LLC 1650.00%0.02%0.07%Q4 2017Q1 202321
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
HUNTINGTON NATIONAL BANK 1820.00%0.00%0.00%Q3 2018Q3 202320
STIFEL FINANCIAL CORP 20200.00%0.00%0.01%Q2 2018Q1 202320
DAVENPORT & Co LLC 20200.00%0.07%0.18%Q2 2018Q1 202320
Shoker Investment Counsel, Inc. 20200.17%0.65%0.92%Q2 2018Q1 202320
Merit Financial Group, LLC 10100.02%0.24%0.47%Q4 2017Q1 202320
McGuire Investment Group, LLC 19190.08%0.12%0.18%Q3 2018Q1 202319
JANE STREET GROUP, LLC 710.00%0.01%0.05%Q3 2014Q1 202319
CREATIVE FINANCIAL DESIGNS INC /ADV 1270.00%0.01%0.02%Q1 2017Q1 202319
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 19190.01%0.04%0.06%Q3 2018Q1 202319
FMR LLC 19190.00%0.00%0.00%Q3 2018Q1 202319
AE Wealth Management LLC 19190.00%0.02%0.06%Q3 2018Q1 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Private Capital Group, LLC 19190.01%0.01%0.04%Q4 2017Q2 202219
LexAurum Advisors, LLC 19190.14%0.20%0.31%Q3 2018Q1 202319
FLAGSHIP HARBOR ADVISORS, LLC 1090.01%0.04%0.12%Q2 2018Q1 202319
TFG Advisers LLC 18180.75%0.91%1.02%Q4 2018Q1 202318
US BANCORP \DE\ 1610.00%0.00%0.00%Q2 2017Q1 202318
Commonwealth Equity Services, Inc 18180.01%0.02%0.04%Q2 2013Q3 201718
Sand Hill Global Advisors, LLC 18180.03%0.12%0.32%Q4 2018Q1 202318
OneDigital Investment Advisors LLC 18180.66%1.54%2.73%Q4 2018Q1 202318
Grove Bank & Trust 18180.14%0.30%0.70%Q4 2018Q1 202318
SCOTIA CAPITAL INC. 1350.00%0.01%0.05%Q4 2014Q4 201918
Mutual Advisors, LLC 920.01%0.12%0.35%Q4 2017Q1 202318
THRIVENT FINANCIAL FOR LUTHERANS 17170.00%0.03%0.06%Q1 2019Q1 202317
CWM, LLC 1010.00%0.00%0.00%Q3 2018Q1 202317
Lehman & Derafelo Financial Resources LLC 17170.46%0.65%0.87%Q4 2018Q4 202217
First Allied Advisory Services, Inc. 1520.01%0.01%0.02%Q2 2013Q4 201917
MACROVIEW INVESTMENT MANAGEMENT LLC 16160.00%0.03%0.06%Q2 2019Q1 202316
THOROUGHBRED FINANCIAL SERVICES, LLC 1510.05%0.09%0.16%Q1 2019Q1 202316
Newport Wealth Strategies, Inc. 16160.21%0.51%0.85%Q4 2017Q3 202116
Tower Research Capital LLC (TRC) 410.00%0.03%0.14%Q1 2014Q1 202316
Burt Wealth Advisors 16160.00%0.06%0.12%Q2 2019Q1 202316
GOLDMAN SACHS GROUP INC 1310.00%0.00%0.00%Q4 2016Q1 202316
Ironwood Wealth Management, LLC. 16160.22%1.15%2.31%Q2 2019Q1 202316
Moloney Securities Asset Management, LLC 1020.04%0.06%0.08%Q2 2018Q1 202316
Cerity Partners LLC 16160.00%0.01%0.02%Q2 2019Q1 202316
CLIFFORD SWAN INVESTMENT COUNSEL LLC 1020.01%0.01%0.01%Q2 2018Q1 202316
Kovack Advisors, Inc. 1150.03%0.05%0.07%Q4 2018Q1 202316
CULLEN/FROST BANKERS, INC. 16160.00%0.01%0.04%Q2 2019Q1 202316
SUNTRUST BANKS INC 15150.00%0.03%0.05%Q1 2016Q3 201915
FIDUCIARY TRUST CO 15150.01%0.01%0.01%Q3 2019Q1 202315
CAPTRUST FINANCIAL ADVISORS 1210.00%0.00%0.03%Q4 2018Q1 202315
Cribstone Capital Management, LLC 15150.01%0.08%0.32%Q2 2019Q4 202215
Advisor Group, Inc. 15150.00%0.03%0.07%Q2 2016Q4 201915
IFG Advisors, LLC 15150.24%0.98%1.88%Q3 2019Q1 202315
Aptus Capital Advisors, LLC 15150.00%0.00%0.02%Q3 2019Q1 202315
ARTHUR M. COHEN & ASSOCIATES, LLC 710.04%0.14%0.21%Q3 2014Q4 202115
BERKSHIRE ASSET MANAGEMENT LLC/PA 1140.12%0.27%0.49%Q2 2019Q1 202315
MSI Financial Services Inc 15150.01%0.02%0.06%Q2 2013Q4 201615
ASSETMARK, INC 910.00%0.11%1.20%Q3 2013Q1 202315
BB&T SECURITIES, LLC 820.00%0.01%0.05%Q4 2013Q3 201915
COMERICA SECURITIES INC 870.08%0.15%0.28%Q1 2015Q4 201815
Citadel Advisors 710.00%0.00%0.01%Q4 2014Q1 202315
Veritable, L.P. 860.01%0.01%0.01%Q3 2018Q1 202214
AVANTAX ADVISORY SERVICES, INC. 14140.02%0.09%0.29%Q4 2019Q1 202314
Indie Asset Partners, LLC 14140.76%1.15%2.74%Q4 2019Q1 202314
Affinity Capital Advisors, LLC 14141.13%2.35%4.48%Q4 2019Q1 202314
ROWLAND CARMICHAEL ADVISORS INC /ADV 14140.03%0.03%0.04%Q2 2016Q3 201914
Carmichael Hill & Associates, Inc. 14140.06%0.07%0.13%Q4 2019Q1 202314
Equitable Holdings, Inc. 14140.01%0.02%0.03%Q4 2019Q1 202314
Cetera Investment Advisers 620.00%0.03%0.09%Q1 2019Q1 202314
CFM WEALTH PARTNERS LLC 14140.29%0.43%0.53%Q4 2019Q1 202314
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 14140.10%0.12%0.14%Q4 2019Q1 202314
BALLAST ADVISORS LLC 14140.22%0.27%0.37%Q4 2019Q1 202314
Ellis Investment Partners, LLC 14140.05%0.05%0.06%Q2 2019Q3 202214
MANUFACTURERS LIFE INSURANCE COMPANY, THE 14140.00%0.00%0.00%Q1 2015Q2 201814
TRUIST FINANCIAL CORP 14140.01%0.01%0.02%Q4 2019Q1 202314
Patriot Financial Group Insurance Agency, LLC 710.00%0.03%0.05%Q4 2016Q2 202214
Stadion Money Management, LLC 14140.17%0.86%1.41%Q3 2016Q4 201914
Front Row Advisors LLC 13130.00%0.00%0.00%Q1 2020Q1 202313
PACIFIC SUN FINANCIAL CORP 610.23%0.28%0.37%Q2 2018Q4 202213
Advisory Alpha, LLC 850.01%0.12%0.39%Q4 2018Q1 202213
Bridgeworth, LLC 13130.19%0.58%0.80%Q1 2020Q1 202313
OSAIC HOLDINGS, INC. 13130.01%0.02%0.03%Q1 2020Q1 202313
Valeo Financial Advisors, LLC 13130.04%0.06%0.10%Q1 2020Q1 202313
CAPE COD FIVE CENTS SAVINGS BANK 13130.04%0.05%0.06%Q1 2020Q1 202313
Allworth Financial LP 1110.00%0.00%0.01%Q1 2017Q1 202313
Crestwood Advisors Group, LLC 13131.18%1.32%1.53%Q1 2020Q1 202313
LYNCH & ASSOCIATES/IN 13130.09%0.11%0.13%Q1 2020Q1 202313
MASSMUTUAL TRUST CO FSB/ADV 1120.00%0.00%0.01%Q4 2019Q1 202313
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1120.00%0.00%0.01%Q4 2019Q1 202313
LINCOLN NATIONAL CORP 13130.01%0.03%0.06%Q4 2017Q4 202013
ATLAS CAPITAL ADVISORS LLC 760.00%0.00%0.00%Q4 2018Q3 202213
Spectrum Wealth Advisory Group, LLC 1120.30%0.43%0.67%Q1 2019Q3 202213
TSFG, LLC 13130.04%0.05%0.07%Q1 2020Q1 202313
RVW Wealth, LLC 13132.49%3.44%4.70%Q1 2020Q1 202313
Voya Financial Advisors, Inc. 520.01%0.02%0.04%Q1 2017Q4 202113
Jacobi Capital Management LLC 12120.07%0.11%0.20%Q2 2020Q1 202312
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 12120.04%0.05%0.09%Q2 2020Q1 202312
NATIONAL PLANNING CORP 1010.02%0.03%0.09%Q3 2013Q2 201712
Capital Analysts, LLC 930.00%0.00%0.02%Q3 2014Q1 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.03%0.03%0.04%Q4 2018Q3 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.02%Q2 2013Q1 201612
Financial Advocates Investment Management 12120.10%0.28%0.49%Q2 2020Q1 202312
Sandy Spring Bank 12120.00%0.00%0.00%Q2 2020Q1 202312
SG Americas Securities, LLC 910.00%0.01%0.03%Q2 2013Q4 201812
Northwest Bancshares, Inc. 12120.32%0.54%0.89%Q2 2020Q1 202312
NorthRock Partners, LLC 12120.12%0.14%0.17%Q2 2020Q1 202312
Financial Engines Advisors L.L.C. 12120.00%0.00%0.00%Q2 2020Q1 202312
Beaumont Financial Partners, LLC 11110.02%0.04%0.09%Q4 2018Q2 202111
Kingsview Wealth Management, LLC 650.04%0.08%0.12%Q4 2017Q4 202011
Intrua Financial, LLC 11110.11%0.26%0.45%Q3 2020Q1 202311
Key FInancial Inc 1010.04%0.07%0.10%Q1 2020Q1 202311
FIRST MANHATTAN CO. LLC. 11110.00%0.00%0.00%Q3 2020Q1 202311
Kestra Advisory Services, LLC 11110.00%0.01%0.03%Q3 2020Q1 202311
Salomon & Ludwin, LLC 11110.05%0.06%0.07%Q3 2020Q1 202311
J.W. COLE ADVISORS, INC. 610.12%0.15%0.26%Q4 2019Q1 202311
BANK OF MONTREAL /CAN/ 810.00%0.00%0.00%Q2 2013Q4 202211
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 11110.00%0.01%0.01%Q4 2017Q2 202011
SYNOVUS FINANCIAL CORP 810.01%0.01%0.01%Q1 2020Q1 202311
AdvisorNet Financial, Inc 11110.00%0.00%0.00%Q3 2019Q1 202211
MERCER GLOBAL ADVISORS INC /ADV 10100.01%0.01%0.01%Q4 2020Q1 202310
JOHNSON INVESTMENT COUNSEL INC 10100.00%0.00%0.00%Q4 2020Q1 202310
Orion Capital Management LLC 10100.06%0.06%0.07%Q4 2020Q1 202310
Pegasus Partners Ltd. 640.06%0.29%0.48%Q4 2018Q1 202310
DEFINED WEALTH MANAGEMENT, LLC 10100.78%1.55%2.20%Q4 2020Q1 202310
CORRADO ADVISORS, LLC 910.10%0.28%0.57%Q2 2015Q4 201710
Rockefeller Capital Management L.P. 10100.00%0.00%0.00%Q3 2020Q4 202210
BCGM Wealth Management, LLC 10101.04%1.48%2.27%Q4 2020Q1 202310
Accel Wealth Management 10100.01%0.02%0.02%Q4 2020Q1 202310
Wealthcare Advisory Partners LLC 710.01%0.03%0.04%Q3 2018Q1 202310
PrairieView Partners, LLC 10100.00%0.00%0.00%Q1 2020Q2 202210
Oakwell Private Wealth Management, LLC 10100.15%0.34%0.68%Q4 2020Q1 202310
US FINANCIAL ADVISORS, LLC 10100.09%0.14%0.17%Q4 2020Q1 202310
Founders Financial Alliance, LLC 10100.00%0.58%1.24%Q4 2020Q1 202310
Mitsubishi UFJ Asset Management (UK) Ltd. 910.56%1.15%2.27%Q1 2020Q1 202310
MONTAG A & ASSOCIATES INC 10100.00%0.00%0.00%Q4 2020Q1 202310
MATRIX PRIVATE CAPITAL GROUP LLC 10100.05%0.06%0.06%Q4 2020Q1 202310
Western Wealth Management, LLC 640.06%0.20%0.31%Q3 2020Q1 202310
HARBOR ADVISORY CORP /MA/ 10100.21%0.24%0.28%Q4 2020Q1 202310
Simplicity Solutions, LLC 10100.01%0.03%0.06%Q3 2018Q4 202010
Wealth Alliance Advisory Group, LLC 10102.47%4.04%4.81%Q4 2017Q1 202010
Orin Green Financial, LLC 10100.30%0.43%0.57%Q4 2020Q1 202310
1900 WEALTH MANAGEMENT LLC 10100.43%0.54%0.57%Q4 2020Q1 202310
COURIER CAPITAL LLC 10100.02%0.03%0.03%Q4 2020Q1 202310
Larson Financial Group LLC 730.00%0.00%0.01%Q1 2020Q1 202310
Sowell Financial Services LLC 720.01%0.02%0.05%Q4 2018Q1 20219
1ST SOURCE BANK 990.06%0.08%0.12%Q4 2020Q4 20229
Magnus Financial Group LLC 990.53%0.85%1.36%Q4 2018Q4 20209
SEGALL BRYANT & HAMILL, LLC 540.00%0.00%0.00%Q4 2020Q1 20239
Colonial River Wealth Management, LLC 630.32%0.93%2.16%Q4 2020Q1 20239
LIBERTY WEALTH MANAGEMENT LLC 810.09%0.50%0.85%Q4 2020Q1 20239
HBK Sorce Advisory LLC 720.01%0.03%0.06%Q2 2020Q4 20229
Eldridge Investment Advisors, Inc. 990.12%0.14%0.16%Q1 2021Q1 20239
Chicago Partners Investment Group LLC 990.02%0.03%0.04%Q1 2021Q1 20239
Parallel Advisors, LLC 720.00%0.00%0.00%Q4 2019Q1 20239
Golden State Wealth Management, LLC 410.02%0.04%0.07%Q1 2019Q1 20229
Essex Private Wealth Management, LLC 990.50%0.61%0.71%Q4 2019Q4 20219
CIBC Private Wealth Group, LLC 810.00%0.00%0.01%Q4 2020Q1 20239
OPTIMUM INVESTMENT ADVISORS 990.01%0.01%0.01%Q1 2021Q1 20239
IFG Advisory, LLC 710.27%0.56%0.71%Q4 2017Q3 20228
Transamerica Financial Advisors, Inc. 610.00%0.23%0.39%Q1 2016Q2 20198
Hanlon Investment Management, Inc. 410.09%0.56%3.16%Q3 2017Q1 20218
Bridgewater Wealth & Financial Management, LLC 880.08%0.09%0.10%Q3 2015Q2 20178
Keystone Financial Group 880.18%0.19%0.21%Q1 2021Q4 20228
Integrated Wealth Concepts LLC 880.01%0.03%0.04%Q2 2021Q1 20238
WHITE PINE CAPITAL LLC 880.13%0.15%0.17%Q2 2021Q1 20238
Avior Wealth Management, LLC 710.00%0.00%0.00%Q4 2020Q1 20238
EPG Wealth Management LLC 320.00%0.01%0.02%Q4 2019Q1 20238
Concert Wealth Management Inc. 880.03%0.04%0.07%Q4 2014Q3 20168
HARBOUR INVESTMENTS, INC. 440.01%0.02%0.03%Q1 2021Q1 20238
Ameritas Investment Company, LLC 320.00%0.06%0.31%Q4 2018Q3 20218
WEST BANCORPORATION INC 440.03%0.03%0.04%Q4 2019Q3 20228
Triumph Capital Management 880.13%0.21%0.25%Q2 2021Q1 20238
Livingston Group Asset Management CO (operating as Southport Capital Management) 880.08%0.39%0.58%Q2 2020Q1 20228
Plante Moran Financial Advisors, LLC 880.00%0.01%0.05%Q2 2021Q1 20238
MONEY CONCEPTS CAPITAL CORP 620.01%0.10%0.72%Q4 2020Q1 20238
Westside Investment Management, Inc. 880.00%0.00%0.01%Q2 2021Q1 20238
Graves Light Lenhart Wealth, Inc. 770.01%0.02%0.02%Q4 2020Q2 20227
Krilogy Financial LLC 610.00%0.00%0.01%Q2 2016Q1 20187
Koshinski Asset Management, Inc. 430.01%0.05%0.13%Q4 2017Q1 20227
EP Wealth Advisors, LLC 520.01%0.03%0.10%Q2 2021Q1 20237
GREAT VALLEY ADVISOR GROUP, INC. 410.01%0.02%0.02%Q1 2021Q1 20237
NATIXIS 770.00%0.04%0.07%Q1 2017Q3 20187
THOMPSON SIEGEL & WALMSLEY LLC 770.00%0.00%0.00%Q4 2018Q2 20207
55I, LLC 770.01%0.10%0.14%Q1 2021Q3 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.02%0.06%0.12%Q2 2013Q4 20147
Gateway Advisory, LLC 430.84%2.08%3.45%Q2 2013Q4 20197
Qube Research & Technologies Ltd 610.00%0.00%0.00%Q1 2021Q4 20227
Rockbridge Investment Management, LCC 770.01%0.01%0.02%Q2 2020Q4 20217
MARINER INDEPENDENT ADVISOR NETWORK, LLC 770.07%0.12%0.26%Q1 2021Q3 20227
Canal Capital Management, LLC 770.15%0.16%0.18%Q1 2017Q3 20187
MUFG Americas Holdings Corp 770.00%0.00%0.00%Q1 2021Q3 20227
Bill Few Associates, Inc. 660.27%0.29%0.30%Q4 2021Q1 20236
Sandy Cove Advisors, LLC 660.34%0.45%0.55%Q4 2021Q1 20236
Beacon Pointe Advisors, LLC 510.01%0.04%0.13%Q3 2021Q1 20236
Bogart Wealth, LLC 660.00%0.00%0.00%Q2 2021Q3 20226
Rehmann Capital Advisory Group 310.01%0.01%0.02%Q1 2018Q1 20226
Ferguson Shapiro LLC 662.35%4.08%8.58%Q4 2020Q1 20226
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
JOURNEY STRATEGIC WEALTH LLC 660.50%0.63%0.96%Q4 2021Q1 20236
Capital Asset Advisory Services LLC 660.00%0.00%0.00%Q2 2021Q3 20226
Annapolis Financial Services, LLC 660.01%0.01%0.01%Q4 2021Q1 20236
Hamilton Capital, LLC 510.04%0.08%0.09%Q2 2020Q4 20216
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 510.01%0.15%0.18%Q2 2018Q1 20236
Laraway Financial Advisors Inc 660.28%0.62%2.30%Q4 2021Q1 20236
Ruggie Capital Group 660.00%0.05%0.10%Q1 2018Q2 20196
Prosperity Consulting Group, LLC 660.44%0.54%0.59%Q4 2021Q1 20236
Taylor & Morgan Wealth Management, LLC 669.23%9.66%10.35%Q4 2021Q1 20236
National Wealth Management Group, LLC 660.46%0.63%0.80%Q4 2021Q1 20236
Montz Harcus Wealth Management LLC 661.75%1.87%1.96%Q4 2021Q1 20236
Tradition Wealth Management, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
UBS AG 660.00%0.01%0.01%Q2 2013Q3 20146
SECURITY NATIONAL TRUST CO 660.01%0.02%0.03%Q2 2020Q3 20216
Perennial Investment Advisors, LLC 660.05%0.10%0.12%Q4 2021Q1 20236
HYA Advisors, Inc 660.07%0.09%0.11%Q4 2020Q1 20226
Aspire Wealth Management Corp 660.23%0.29%0.48%Q4 2021Q1 20236
Ameritas Advisory Services, LLC 660.01%0.03%0.06%Q4 2021Q1 20236
PINNACLE FINANCIAL PARTNERS INC 660.02%0.03%0.03%Q4 2018Q1 20206
Tortoise Investment Management, LLC 660.00%0.00%0.01%Q1 2021Q2 20226
Old North State Trust, LLC 660.01%0.04%0.07%Q3 2018Q4 20196
Starfire Investment Advisers, Inc. 661.52%2.25%4.59%Q3 2018Q4 20196
TRUST DEPARTMENT MB FINANCIAL BANK N A 660.00%0.00%0.00%Q4 2017Q1 20196
Advisor Resource Council 510.17%0.29%0.50%Q2 2021Q1 20236
Lindbrook Capital, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
CENTAURUS FINANCIAL, INC. 410.02%0.06%0.10%Q1 2018Q1 20235
TITLEIST CAPITAL, LLC 550.04%0.39%0.73%Q4 2021Q4 20225
DB Wealth Management Group, LLC 320.00%0.00%0.00%Q2 2021Q1 20235
CFS Investment Advisory Services, LLC 320.11%0.33%0.44%Q3 2021Q4 20225
Hochman Cole Investment Advisors, Inc. 550.14%0.15%0.16%Q4 2018Q4 20195
FLOW TRADERS U.S. LLC 310.00%0.05%0.10%Q4 2016Q3 20215
1832 Asset Management L.P. 550.01%0.01%0.03%Q2 2018Q2 20195
St. James Investment Advisors, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Braun-Bostich & Associates Inc. 320.00%0.00%0.00%Q1 2019Q2 20205
Wealth & Pension Services Group, Inc. 550.28%0.30%0.36%Q3 2018Q3 20195
Gladstone Institutional Advisory LLC 550.02%0.02%0.02%Q1 2022Q1 20235
PCG Wealth Advisors, LLC 550.58%0.68%0.79%Q1 2022Q1 20235
EVERMAY WEALTH MANAGEMENT LLC 550.00%0.00%0.01%Q4 2021Q4 20225
BENJAMIN F. EDWARDS & COMPANY, INC. 550.01%0.02%0.03%Q1 2022Q1 20235
Arcus Capital Partners, LLC 550.64%0.71%0.74%Q4 2016Q4 20175
Blue Trust, Inc. 550.00%0.00%0.00%Q2 2022Q2 20235
JD Financial Services Inc. 550.68%3.81%7.77%Q4 2020Q4 20215
Archford Capital Strategies, LLC 550.10%0.10%0.11%Q3 2021Q3 20225
NewEdge Advisors, LLC 410.01%0.01%0.01%Q4 2021Q1 20235
Advisory Services Network, LLC 210.00%0.01%0.01%Q3 2020Q1 20235
Hoover Financial Advisors, Inc. 550.94%1.16%1.66%Q2 2020Q2 20215
Banco Santander, S.A. 550.13%0.16%0.20%Q1 2022Q1 20235
LEVEL FOUR ADVISORY SERVICES, LLC 320.02%0.06%0.13%Q2 2018Q1 20235
WEALTHSOURCE PARTNERS, LLC 550.05%0.07%0.10%Q3 2021Q3 20225
FIRST NATIONAL CORP /MA/ /ADV 410.06%0.15%0.17%Q1 2019Q3 20205
SII INVESTMENTS INC/WI 550.03%0.04%0.04%Q2 2015Q2 20165
PARK AVENUE SECURITIES LLC 550.03%0.04%0.05%Q1 2022Q1 20235
Argentus Capital Management, LLC 550.01%0.01%0.01%Q3 2015Q3 20165
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 550.37%0.43%0.48%Q1 2022Q1 20235
Atria Investments, Inc 310.02%0.02%0.03%Q3 2015Q3 20225
West Financial Advisors, LLC 550.00%0.00%0.01%Q4 2021Q4 20225
PSI Advisors, LLC 550.01%0.01%0.02%Q1 2022Q1 20235
FIFTH THIRD BANCORP 550.00%0.00%0.00%Q2 2019Q2 20205
SEI INVESTMENTS CO 320.00%0.00%0.00%Q1 2016Q1 20185
Atria Wealth Solutions, Inc. 550.01%0.02%0.02%Q1 2022Q1 20235
Householder Group Estate & Retirement Specialist, LLC 410.13%0.14%0.14%Q4 2021Q1 20235
SALEM INVESTMENT COUNSELORS INC 550.04%0.04%0.04%Q1 2022Q1 20235
Wealth Advisors of Tampa Bay, LLC 550.33%0.40%0.49%Q4 2017Q4 20185
Gerber Kawasaki Wealth & Investment Management 550.79%1.45%2.04%Q1 2022Q1 20235
Procyon Advisors, LLC 320.00%0.04%0.11%Q4 2019Q1 20225
FLYNN ZITO CAPITAL MANAGEMENT, LLC 320.40%0.66%1.03%Q4 2021Q1 20235
Manhattan West Asset Management, LLC 440.51%0.64%0.82%Q2 2022Q1 20234
Sutton Wealth Advisors Inc. 440.04%0.04%0.04%Q4 2016Q3 20174
Winfield Associates, Inc. 440.01%0.01%0.01%Q1 2017Q4 20174
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.87%0.99%1.07%Q2 2022Q1 20234
BROWN ADVISORY INC 310.00%0.00%0.00%Q3 2021Q4 20224
KARLINSKI ANDREW C 440.00%0.00%0.00%Q4 2021Q3 20224
SIGNET FINANCIAL MANAGEMENT, LLC 440.01%0.06%0.08%Q4 2021Q3 20224
American Trust 440.03%0.04%0.04%Q4 2021Q3 20224
Snowden Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q4 20214
Strategic Capital Alternatives LLC 310.01%0.02%0.02%Q3 2014Q3 20154
ICA Group Wealth Management, LLC 440.04%0.13%0.22%Q2 2022Q1 20234
Avidian Wealth Solutions, LLC 440.01%0.02%0.02%Q2 2021Q1 20224
First Heartland Consultants, Inc. 310.01%0.05%0.08%Q2 2013Q3 20184
GoalVest Advisory LLC 310.01%0.02%0.03%Q4 2020Q1 20224
Arkadios Wealth Advisors 440.00%0.00%0.01%Q4 2020Q3 20214
Virtu KCG Holdings LLC 310.00%0.01%0.01%Q3 2013Q3 20144
BLB&B Advisors, LLC 440.04%0.04%0.04%Q2 2022Q1 20234
GPS Wealth Strategies Group, LLC 310.00%0.00%0.00%Q1 2022Q1 20234
Ziegler Capital Management, LLC 440.01%0.01%0.02%Q2 2022Q1 20234
Bedel Financial Consulting, Inc. 440.01%0.01%0.01%Q1 2019Q4 20194
RESTON WEALTH MANAGEMENT LLC 210.10%0.15%0.21%Q1 2019Q4 20214
AJ WEALTH STRATEGIES, LLC 440.04%0.20%0.32%Q2 2022Q1 20234
Belpointe Asset Management LLC 220.00%0.01%0.03%Q4 2021Q1 20234
Enterprise Bank & Trust Co 441.98%2.84%3.26%Q1 2019Q4 20194
Atlas Private Wealth Advisors 443.45%4.13%4.70%Q2 2022Q1 20234
B & T Capital Management DBA Alpha Capital Management 440.13%0.15%0.18%Q1 2017Q4 20174
HSBC HOLDINGS PLC 440.00%0.00%0.00%Q1 2014Q4 20144
GUARDIAN WEALTH ADVISORS, LLC / NC 440.00%0.00%0.00%Q2 2022Q1 20234
Courage Miller Partners, LLC 440.33%0.69%1.20%Q4 2014Q3 20154
Mirae Asset Global Investments Co., Ltd. 440.01%0.01%0.02%Q3 2016Q2 20174
PRIVATE TRUST CO NA 440.04%0.05%0.06%Q2 2022Q1 20234
Parcion Private Wealth LLC 440.08%0.09%0.11%Q2 2022Q1 20234
JNBA Financial Advisors 440.00%0.00%0.00%Q4 2019Q3 20204
Glassman Wealth Services 310.00%0.00%0.00%Q1 2021Q1 20224
HOLLENCREST CAPITAL MANAGEMENT 440.04%0.04%0.04%Q3 2018Q2 20194
STEPHENS INC /AR/ 220.01%0.01%0.01%Q4 2017Q3 20194
Retirement Group, LLC 210.01%0.01%0.02%Q4 2019Q1 20214
Prime Capital Investment Advisors, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
Stokes Family Office, LLC 330.06%0.06%0.06%Q3 2022Q1 20233
Mariner, LLC 330.00%0.04%0.10%Q3 2022Q1 20233
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
626 Financial, LLC 330.98%1.16%1.32%Q3 2022Q1 20233
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 210.00%0.01%0.02%Q3 2018Q1 20233
Cornerstone Wealth Management, LLC 110.01%0.02%0.02%Q2 2018Q4 20213
BlackRock Institutional Trust Company, N.A. 210.00%0.00%0.00%Q3 2013Q2 20143
HAZLETT, BURT & WATSON, INC. 330.02%0.04%0.08%Q3 2022Q1 20233
Polaris Wealth Advisory Group, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Bryn Mawr Capital Management, LLC 330.10%0.11%0.11%Q2 2021Q4 20213
Edge Capital Group, LLC 210.02%0.06%0.09%Q2 2022Q1 20233
SENTINEL TRUST CO LBA 330.09%0.39%0.54%Q3 2022Q1 20233
Acorn Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2017Q2 20183
Summit Wealth Group, LLC 210.00%0.01%0.02%Q1 2021Q1 20233
Gradient Investments LLC 210.00%0.00%0.00%Q3 2014Q4 20203
DIXON HUBARD FEINOUR & BROWN INC/VA 331.29%1.45%1.59%Q4 2021Q2 20223
Personal Capital Advisors Corp 330.00%0.00%0.00%Q3 2021Q1 20223
Bell Investment Advisors, Inc 210.00%0.00%0.00%Q3 2021Q2 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Visionary Wealth Advisors 330.03%0.05%0.06%Q3 2022Q1 20233
AFFINIA FINANCIAL GROUP, LLC 332.11%2.18%2.32%Q3 2022Q1 20233
Lee Financial Co 330.00%0.00%0.00%Q3 2022Q1 20233
INGALLS & SNYDER LLC 330.01%0.01%0.01%Q2 2017Q4 20173
Sharkey, Howes & Javer 330.08%0.21%0.46%Q3 2022Q1 20233
Lansing Street Advisors 330.01%0.01%0.02%Q3 2022Q1 20233
ROCKY MOUNTAIN ADVISERS, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
Realta Investment Advisors 210.00%0.01%0.01%Q2 2019Q4 20223
Paulson Wealth Management Inc. 210.00%0.45%0.67%Q4 2017Q1 20233
Flagship Private Wealth, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
Forum Financial Management, LP 330.01%0.02%0.02%Q2 2022Q4 20223
TMD & ASSOCIATES, INC 334.02%4.74%5.91%Q4 2018Q2 20193
BARRETT & COMPANY, INC. 330.01%0.01%0.01%Q3 2022Q1 20233
TCWP LLC 220.03%0.04%0.04%Q4 2021Q1 20222
FRANKLIN RESOURCES INC 220.00%0.00%0.00%Q4 2022Q1 20232
BARCLAYS PLC 220.00%0.00%0.00%Q1 2021Q2 20212
Avestar Capital, LLC 220.03%0.03%0.04%Q4 2021Q1 20222
ADVANTAGE INVESTMENT MANAGEMENT, LLC 220.09%0.09%0.10%Q3 2016Q4 20162
Pinkerton Retirement Specialists, LLC 220.27%0.28%0.28%Q4 2022Q1 20232
Brinker Capital Investments, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
WILLNER & HELLER, LLC 220.30%0.30%0.30%Q4 2021Q1 20222
LBMC INVESTMENT ADVISORS, LLC 220.20%0.20%0.20%Q4 2022Q1 20232
Asset Dedication, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Valmark Advisers, Inc. 220.01%0.01%0.02%Q4 2017Q1 20182
HL FINANCIAL SERVICES LLC 220.00%0.00%0.01%Q4 2018Q1 20192
Baystate Wealth Management LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Gateway Wealth Partners, LLC 220.04%0.06%0.08%Q4 2022Q1 20232
OLD MISSION CAPITAL LLC 110.06%0.07%0.07%Q2 2021Q2 20222
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Spire Wealth Management 220.00%0.00%0.00%Q3 2022Q4 20222
Pinnacle Family Advisors, LLC 220.15%0.17%0.19%Q4 2022Q1 20232
BALDWIN BROTHERS LLC/MA 220.01%0.01%0.01%Q1 2020Q2 20202
SWS Partners 220.00%0.00%0.00%Q4 2017Q1 20182
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.01%Q2 2017Q4 20222
RAYMOND JAMES TRUST N.A. 220.01%0.01%0.01%Q2 2018Q3 20182
Princeton Global Asset Management LLC 220.36%0.48%0.59%Q1 2020Q2 20202
Integrity Financial Corp /WA 220.93%0.95%0.97%Q4 2022Q1 20232
CreativeOne Wealth, LLC 110.02%0.03%0.04%Q4 2020Q1 20232
BESSEMER GROUP INC 220.00%0.00%0.00%Q1 2020Q2 20202
Linscomb & Williams, Inc. 220.02%0.02%0.02%Q4 2019Q1 20202
HRT FINANCIAL LP 110.01%0.06%0.12%Q1 2018Q1 20232
Corient Private Wealth LLC 220.00%0.02%0.04%Q4 2022Q1 20232
HOWE & RUSLING INC 220.02%0.02%0.02%Q2 2020Q3 20202
Redhawk Wealth Advisors, Inc. 221.04%1.18%1.31%Q1 2021Q2 20212
Financial Freedom, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
BANK OF HAWAII 220.50%0.50%0.51%Q2 2018Q3 20182
Leelyn Smith, LLC 220.00%0.05%0.10%Q4 2019Q1 20202
Investors Capital Advisory Services 220.08%0.08%0.09%Q3 2013Q4 20132
W.H. Cornerstone Investments Inc. 220.18%0.20%0.21%Q4 2022Q1 20232
Sebold Capital Management, Inc. 220.23%0.25%0.26%Q4 2022Q1 20232
Cyndeo Wealth Partners, LLC 220.14%0.15%0.16%Q4 2022Q1 20232
Live Oak Investment Partners 220.02%0.02%0.02%Q4 2022Q1 20232
Strategic Blueprint, LLC 110.00%0.01%0.01%Q3 2019Q2 20212
Fortitude Advisory Group L.L.C. 220.04%0.04%0.04%Q4 2021Q1 20222
Portfolio Strategies, Inc. 223.10%3.14%3.17%Q1 2021Q2 20212
MONECO Advisors, LLC 220.09%0.09%0.09%Q4 2022Q1 20232
AIFG Consultants Ltd. 220.20%0.21%0.22%Q4 2022Q1 20232
Stratos Wealth Advisors, LLC 110.02%0.02%0.03%Q1 2020Q2 20222
Jaffetilchin Investment Partners, LLC 220.06%0.07%0.08%Q2 2018Q3 20182
Main Street Financial Solutions, LLC 220.04%0.04%0.04%Q4 2022Q1 20232
Renaissance Technologies 110.00%0.00%0.00%Q3 2021Q1 20222
First Command Bank 220.00%0.00%0.00%Q1 2021Q2 20212
Exchange Capital Management, Inc. 220.00%0.00%0.00%Q1 2017Q2 20172
Per Stirling Capital Management, LLC. 220.06%0.06%0.06%Q4 2022Q1 20232
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q1 2022Q4 20222
WEALTHFRONT Corp 110.00%0.00%0.00%Q1 2014Q2 20152
One Charles Private Wealth Services, LLC 222.48%2.61%2.74%Q4 2019Q1 20202
Partnervest Advisory Services LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Gainplan LLC 110.15%0.16%0.18%Q1 2022Q1 20232
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Trilogy Capital Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
Carroll Financial Associates, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
HM PAYSON & CO 110.00%0.00%0.00%Q3 2019Q3 20202
HHM Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
Private Wealth Advisors, Inc. 220.46%0.46%0.46%Q2 2015Q3 20152
First Command Financial Services, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
DEUTSCHE BANK AG\ 220.00%0.00%0.00%Q4 2018Q1 20192
Prospera Financial Services Inc 220.00%0.00%0.00%Q1 2022Q2 20222
Private Advisory Group LLC 220.22%0.22%0.22%Q4 2022Q1 20232
Garden State Investment Advisory Services LLC 220.99%1.05%1.11%Q4 2022Q1 20232
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
CAPITAL WEALTH MANAGEMENT, LLC 220.23%0.23%0.23%Q3 2019Q4 20192
Westwind Capital 220.57%0.78%0.98%Q4 2022Q1 20232
O'Dell Group, LLC 220.04%0.04%0.05%Q2 2022Q3 20222
True Wealth Design, LLC 220.22%0.23%0.24%Q4 2022Q1 20232
Aspire Capital Advisors LLC 222.93%4.01%5.09%Q4 2022Q1 20232
Carr Financial Group Corp 220.77%1.28%1.78%Q4 2022Q1 20232
COMERICA SECURITIES,INC. 110.04%0.06%0.08%Q1 2019Q3 20192
COLONY GROUP LLC 110.01%0.02%0.03%Q4 2017Q4 20202
MEITAV INVESTMENT HOUSE LTD 220.01%0.01%0.01%Q4 2021Q1 20222
Claro Advisors LLC 220.10%0.10%0.10%Q2 2022Q3 20222
Beirne Wealth Consulting Services, LLC 111.45%1.45%1.45%Q4 2022Q4 20221
Sage Financial Management Group, Inc. 110.04%0.04%0.04%Q1 2021Q1 20211
AlphaCore Capital LLC 110.00%0.00%0.00%Q3 2021Q3 20211
MGO ONE SEVEN LLC 110.01%0.01%0.01%Q1 2023Q1 20231
LGT Financial Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Regal Investment Advisors LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Goodman Financial Corp 110.00%0.00%0.00%Q4 2017Q4 20171
Apeiron RIA LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Strategic Financial Concepts, LLC 110.26%0.26%0.26%Q1 2023Q1 20231
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q4 2021Q4 20211
Advisors Preferred, LLC 110.16%0.16%0.16%Q1 2014Q1 20141
Cypress Capital Group 110.07%0.07%0.07%Q2 2016Q2 20161
KM Capital Management Ltd. 111.11%1.11%1.11%Q1 2023Q1 20231
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Virtu Financial LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Vertex Planning Partners, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
Meridian Wealth Management, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
SIGNATUREFD, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Zurich Insurance Group Ltd/FI 110.00%0.00%0.00%Q1 2022Q1 20221
L & S Advisors Inc 110.07%0.07%0.07%Q1 2023Q1 20231
GAMBLE JONES INVESTMENT COUNSEL 110.03%0.03%0.03%Q3 2013Q3 20131
Perigon Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Chanos & Co LP 112.45%2.45%2.45%Q3 2018Q3 20181
Curi Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
COMERICA BANK 110.04%0.04%0.04%Q1 2018Q1 20181
Aris Wealth Services, Inc. 110.00%0.00%0.00%Q2 2015Q2 20151
Betterment LLC 110.02%0.02%0.02%Q2 2015Q2 20151
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Flower City Capital 110.34%0.34%0.34%Q4 2021Q4 20211
Certified Advisory Corp 110.00%0.00%0.00%Q2 2019Q2 20191
Steward Financial Group LLC 110.01%0.01%0.01%Q2 2022Q2 20221
SOA Wealth Advisors, LLC. 110.00%0.00%0.00%Q1 2023Q1 20231
Ford Financial Group, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
OLD MISSION CAPITAL, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
NWAM LLC 110.02%0.02%0.02%Q4 2021Q4 20211
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
M Holdings Securities, Inc. 110.04%0.04%0.04%Q3 2022Q3 20221
Carmel Capital Partners, LLC 110.09%0.09%0.09%Q1 2023Q1 20231
MONUMENTAL FINANCIAL GROUP INC. 110.22%0.22%0.22%Q1 2023Q1 20231
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
MARINO, STRAM & ASSOCIATES LLC 110.04%0.04%0.04%Q1 2019Q1 20191
DENVER WEALTH MANAGEMENT, INC. 111.25%1.25%1.25%Q1 2023Q1 20231
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Trek Financial, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CITY NATIONAL BANK 110.00%0.00%0.00%Q3 2013Q3 20131
Ancora Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
RATIONAL ADVISORS LLC 111.06%1.06%1.06%Q1 2016Q1 20161
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 110.08%0.08%0.08%Q1 2020Q1 20201
Eagle Strategies LLC 110.13%0.13%0.13%Q1 2023Q1 20231
F3Logic, LLC 110.93%0.93%0.93%Q3 2020Q3 20201
MOTCO 110.00%0.00%0.00%Q3 2022Q3 20221
Old Port Advisors 110.13%0.13%0.13%Q2 2018Q2 20181
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q2 2021Q2 20211
Delek Group, Ltd. 110.01%0.01%0.01%Q4 2017Q4 20171
FIRST MIDWEST BANK TRUST DIVISION 110.57%0.57%0.57%Q4 2019Q4 20191
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Ellevest, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Capital Planning Advisors, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Premise Capital, LLC 110.76%0.76%0.76%Q4 2018Q4 20181
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
Venturi Wealth Management, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Northstar Advisory Group, LLC 110.65%0.65%0.65%Q4 2022Q4 20221
Anfield Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
BAINCO INTERNATIONAL INVESTORS 110.01%0.01%0.01%Q4 2020Q4 20201
Moran Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
V Wealth Advisors LLC 110.06%0.06%0.06%Q2 2020Q2 20201
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Andesa Financial Management Inc. 110.44%0.44%0.44%Q4 2017Q4 20171
Squar Milner Financial Services LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Harbour Capital Advisors, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Private Ocean, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Live Your Vision, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Circle Wealth Management, LLC 110.56%0.56%0.56%Q1 2020Q1 20201
BOOTHBAY FUND MANAGEMENT, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
TITLEIST ASSET MANAGEMENT, LLC 110.24%0.24%0.24%Q1 2023Q1 20231
IMC-Chicago, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Aveo Capital Partners, LLC 110.59%0.59%0.59%Q1 2017Q1 20171
Scarborough Advisors, LLC 110.53%0.53%0.53%Q2 2022Q2 20221
CALDWELL SUTTER CAPITAL, INC. 110.02%0.02%0.02%Q1 2023Q1 20231
Kerntke Otto McGlone Wealth Management Group 110.05%0.05%0.05%Q4 2022Q4 20221
PCA Investment Advisory Services Inc. 110.47%0.47%0.47%Q1 2023Q1 20231
Traynor Capital Management, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
PREMIER ASSET MANAGEMENT LLC 110.39%0.39%0.39%Q4 2019Q4 20191
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Independent Advisor Alliance 110.46%0.46%0.46%Q4 2019Q4 20191
Apollon Wealth Management, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Wealth Quarterback LLC 110.01%0.01%0.01%Q1 2020Q1 20201
GENWORTH FINANCIAL INC 110.46%0.46%0.46%Q2 2013Q2 20131
Westshore Wealth, LLC 116.65%6.65%6.65%Q4 2019Q4 20191
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Savior LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Good Life Advisors, LLC 110.18%0.18%0.18%Q4 2020Q4 20201
Garrett Wealth Advisory Group, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
South Shore Capital Advisors 110.34%0.34%0.34%Q1 2022Q1 20221
External links

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