SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 29120.00%0.00%0.01%Q2 2013Q3 2023101
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.01%Q1 2012Q3 202346
Cutler Group LLC / CA 910.00%0.00%0.00%Q4 2015Q3 202343
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 3830.00%0.00%0.00%Q2 2013Q3 202341
HighTower Advisors, LLC 38380.00%0.02%0.07%Q2 2014Q3 202340
AMERIPRISE FINANCIAL INC 3120.00%0.00%0.01%Q3 2013Q3 202338
LPL Financial LLC 38380.00%0.03%0.08%Q2 2014Q3 202338
RAYMOND JAMES & ASSOCIATES 3510.00%0.02%0.06%Q2 2013Q3 202337
STIFEL FINANCIAL CORP 3520.00%0.01%0.01%Q2 2014Q3 202337
CITIGROUP INC 2910.00%0.00%0.02%Q2 2013Q3 202337
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 36360.00%0.00%0.02%Q4 2014Q3 202336
Livingston Group Asset Management CO (operating as Southport Capital Management) 36360.11%0.31%0.56%Q2 2013Q1 202236
JPMORGAN CHASE & CO 35350.00%0.00%0.01%Q1 2015Q3 202335
Tower Research Capital LLC (TRC) 1970.00%0.09%0.35%Q4 2014Q3 202334
Advisory Services Network, LLC 1380.00%0.01%0.02%Q4 2014Q3 202334
BAROMETER CAPITAL MANAGEMENT INC. 1530.01%0.30%1.06%Q4 2013Q2 202333
BENJAMIN F. EDWARDS & COMPANY, INC. 32320.00%0.04%0.12%Q4 2015Q3 202332
Sandy Spring Bank 2830.00%0.01%0.01%Q4 2014Q3 202331
VICUS CAPITAL 2430.03%0.37%1.54%Q1 2015Q3 202331
ENVESTNET ASSET MANAGEMENT INC 2110.00%0.00%0.03%Q2 2013Q3 202330
Snowden Capital Advisors LLC 2280.10%0.27%0.39%Q1 2016Q3 202330
Raymond James Financial Services Advisors, Inc. 1910.00%0.04%0.09%Q4 2015Q3 202329
CREDIT SUISSE AG/ 920.00%0.00%0.01%Q1 2013Q3 202229
Citadel Advisors 810.00%0.00%0.00%Q1 2015Q3 202328
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2510.00%0.00%0.01%Q4 2014Q3 202327
North Star Investment Management Corp. 1790.00%0.01%0.02%Q1 2017Q3 202326
IFP Advisors, Inc 1710.00%0.01%0.04%Q1 2016Q3 202326
STEPHENS INC /AR/ 1110.01%0.08%0.16%Q2 2015Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.04%Q4 2017Q3 202324
Cambridge Investment Research Advisors, Inc. 2310.01%0.01%0.03%Q2 2015Q3 202324
Financial Advocates Investment Management 24240.03%0.12%0.28%Q4 2017Q3 202324
SUNTRUST BANKS INC 23230.00%0.01%0.01%Q1 2014Q3 201923
LADENBURG THALMANN FINANCIAL SERVICES INC. 2110.00%0.02%0.04%Q3 2013Q4 201922
FMR LLC 2110.00%0.00%0.00%Q1 2016Q3 202322
JANE STREET GROUP, LLC 610.00%0.00%0.02%Q1 2015Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.14%0.51%Q3 2018Q3 202321
McGuire Investment Group, LLC 21210.97%1.44%1.74%Q3 2018Q3 202321
BerganKDV Wealth Management, LLC 21210.00%0.00%0.00%Q2 2018Q2 202321
Creative Planning 1010.00%0.00%0.00%Q2 2014Q3 202320
US BANCORP \DE\ 1910.00%0.00%0.00%Q4 2016Q3 202320
FIFTH THIRD BANCORP 1110.00%0.00%0.00%Q3 2014Q3 202219
MURPHY CAPITAL MANAGEMENT INC 1450.03%0.05%0.07%Q4 2014Q2 202219
Kingsview Wealth Management, LLC 1360.05%0.10%0.14%Q4 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
HUNTINGTON NATIONAL BANK 18180.00%0.00%0.00%Q2 2019Q3 202318
Hartford Financial Management Inc. 18180.00%0.00%0.01%Q2 2019Q3 202318
CHEMUNG CANAL TRUST CO 18180.07%1.33%2.29%Q3 2019Q4 202318
MML INVESTORS SERVICES, LLC 1410.00%0.03%0.07%Q3 2018Q3 202318
Jacobi Capital Management LLC 1520.00%0.01%0.01%Q2 2017Q3 202117
NEXT Financial Group, Inc 620.00%0.00%0.01%Q2 2015Q4 202117
Cetera Advisor Networks LLC 1610.00%0.04%0.16%Q4 2018Q3 202317
Global Retirement Partners, LLC 1070.01%0.02%0.03%Q2 2019Q3 202317
MARINER INDEPENDENT ADVISOR NETWORK, LLC 830.08%0.13%0.19%Q2 2014Q1 202017
Steward Partners Investment Advisory, LLC 1520.00%0.00%0.03%Q2 2018Q3 202317
Cetera Advisors LLC 1110.01%0.05%0.09%Q1 2015Q3 202317
Riggs Asset Managment Co. Inc. 1330.00%2.97%4.92%Q4 2015Q3 202316
AE Wealth Management LLC 1420.00%0.01%0.01%Q3 2019Q3 202316
Beaumont Asset Management, L.L.C. 16161.63%2.29%2.98%Q4 2019Q3 202316
Private Advisor Group, LLC 1010.00%0.01%0.04%Q3 2014Q3 202316
SG Americas Securities, LLC 1110.00%0.02%0.07%Q2 2013Q1 201916
HARBOR INVESTMENT ADVISORY, LLC 16160.03%0.04%0.05%Q4 2019Q3 202316
Beacon Financial Advisory LLC 16160.19%0.30%0.42%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
Stonebridge Financial Planning Group, LLC 16160.24%0.36%0.60%Q4 2019Q3 202316
SIMPLEX TRADING, LLC 610.00%0.00%0.00%Q2 2015Q3 202316
Well Done, LLC 970.08%0.19%0.34%Q3 2016Q1 202216
FIRST INTERSTATE BANK 1050.00%0.64%1.29%Q4 2018Q3 202315
Adams Wealth Management 15151.66%2.90%5.16%Q1 2020Q3 202315
LEVEL FOUR ADVISORY SERVICES, LLC 15150.02%0.04%0.07%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
VALLEY NATIONAL ADVISERS INC 15150.00%0.00%0.01%Q1 2020Q3 202315
CHATHAM CAPITAL GROUP, INC. 15150.08%0.20%0.29%Q1 2020Q3 202315
AdvisorNet Financial, Inc 15150.00%0.01%0.01%Q1 2020Q3 202315
BLAIR WILLIAM & CO/IL 15150.00%0.00%0.01%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
Regent Peak Wealth Advisors LLC 1410.11%0.19%0.24%Q4 2019Q3 202315
THRIVENT FINANCIAL FOR LUTHERANS 1210.00%0.00%0.02%Q3 2017Q3 202315
Prime Capital Investment Advisors, LLC 14140.01%0.03%0.04%Q2 2020Q3 202314
American Portfolios Advisors 14140.00%0.01%0.01%Q2 2019Q3 202214
BNP PARIBAS FINANCIAL MARKETS 14140.00%0.01%0.03%Q2 2020Q3 202314
TRUE Private Wealth Advisors 1210.00%0.91%1.67%Q4 2015Q4 202114
Ancora Advisors LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
LEUTHOLD GROUP, LLC 1210.03%0.08%0.18%Q2 2020Q3 202313
Apollon Wealth Management, LLC 1120.04%0.08%0.13%Q2 2020Q3 202313
Private Capital Group, LLC 13130.00%0.00%0.00%Q4 2017Q4 202013
Stratos Wealth Partners, LTD. 910.01%0.01%0.02%Q4 2016Q3 202313
BB&T SECURITIES, LLC 13130.00%0.00%0.00%Q3 2016Q3 201913
Janney Montgomery Scott LLC 1210.00%0.01%0.01%Q4 2015Q3 202313
Newbridge Financial Services Group, Inc. 13130.08%0.13%0.18%Q3 2020Q3 202313
ProVise Management Group, LLC 12120.03%0.03%0.04%Q3 2020Q2 202312
DB Wealth Management Group, LLC 12120.14%0.25%0.47%Q4 2020Q3 202312
Geneos Wealth Management Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Tradition Wealth Management, LLC 12120.02%0.02%0.02%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.03%0.06%0.15%Q4 2020Q3 202312
Virtu Financial LLC 410.02%0.10%0.28%Q2 2014Q3 201812
CENTAURUS FINANCIAL, INC. 1010.02%0.08%0.31%Q2 2018Q3 202312
GREAT VALLEY ADVISOR GROUP, INC. 12120.02%0.05%0.07%Q4 2020Q3 202312
Center for Financial Planning, Inc. 12120.01%0.01%0.01%Q4 2020Q3 202312
Cetera Investment Advisers 12120.00%0.01%0.01%Q4 2020Q3 202312
Eudaimonia Partners, LLC 750.03%0.09%0.12%Q3 2020Q3 202312
Kistler-Tiffany Companies, LLC 12120.01%0.01%0.01%Q3 2020Q2 202312
Blue Chip Wealth Management, Inc. 11110.26%0.34%0.40%Q1 2018Q3 202011
McClarren Financial Advisors, Inc. 650.00%0.00%0.00%Q4 2020Q3 202311
Carroll Financial Associates, Inc. 11110.00%0.01%0.02%Q1 2019Q3 202111
Cypress Capital Management LLC (WY) 11110.07%1.77%2.78%Q2 2019Q4 202111
Gerber Kawasaki Wealth & Investment Management 11110.06%0.21%0.39%Q1 2021Q3 202311
SONATA CAPITAL GROUP INC 11110.14%0.17%0.23%Q1 2021Q3 202311
BANK OF MONTREAL /CAN/ 510.00%0.01%0.02%Q3 2015Q3 202311
DAVENPORT & Co LLC 11110.01%0.01%0.01%Q1 2016Q3 201811
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
Kestra Advisory Services, LLC 1010.00%0.02%0.04%Q4 2020Q3 202311
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
SIGNATUREFD, LLC 1010.00%0.03%0.08%Q2 2014Q3 202311
HBW ADVISORY SERVICES LLC 510.03%0.10%0.16%Q4 2019Q3 202311
MONEY CONCEPTS CAPITAL CORP 820.10%0.22%0.45%Q4 2020Q3 202310
Virtu KCG Holdings LLC 610.00%0.02%0.03%Q2 2014Q2 201710
Bogart Wealth, LLC 10100.08%0.17%0.27%Q2 2021Q3 202310
B. Riley Wealth Advisors, Inc. 10100.01%0.01%0.02%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.04%0.15%0.42%Q3 2020Q4 202210
Accel Wealth Management 10100.01%0.02%0.04%Q4 2020Q1 202310
MERCER GLOBAL ADVISORS INC /ADV 10100.00%0.00%0.00%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.04%Q1 2021Q3 202310
Sigma Planning Corp 510.01%0.04%0.11%Q4 2015Q3 202310
Aptus Capital Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Game Plan Financial Advisors, LLC 820.25%0.70%0.93%Q4 2019Q2 202210
TrinityPoint Wealth, LLC 990.07%0.11%0.20%Q3 2021Q3 20239
Qube Research & Technologies Ltd 710.00%0.01%0.06%Q2 2020Q3 20239
MSI Financial Services Inc 810.00%0.02%0.07%Q2 2013Q4 20169
JUNCTURE WEALTH STRATEGIES, LLC 610.11%0.18%0.28%Q1 2018Q4 20219
PATTON ALBERTSON MILLER GROUP, LLC 990.07%0.15%0.19%Q3 2021Q3 20239
Secure Asset Management, LLC 810.09%0.12%0.18%Q2 2021Q3 20239
Independent Advisor Alliance 720.01%0.04%0.10%Q4 2019Q2 20239
Psagot Value Holdings Ltd. / (Israel) 990.05%0.13%0.22%Q3 2021Q3 20239
Advisors Preferred, LLC 510.00%1.07%2.57%Q2 2014Q1 20219
ADVANTAGE INVESTMENT MANAGEMENT, LLC 990.00%0.01%0.01%Q3 2016Q3 20189
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 610.05%0.08%0.13%Q2 2018Q3 20239
WASHINGTON TRUST Co 720.00%0.00%0.00%Q2 2020Q3 20239
Squar Milner Financial Services LLC 990.01%0.13%0.18%Q2 2018Q2 20209
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
CENTRAL TRUST Co 880.00%0.00%0.00%Q2 2014Q1 20168
Capital Market Strategies LLC 530.22%0.25%0.30%Q4 2021Q4 20238
Joseph P. Lucia & Associates, LLC 410.02%0.02%0.02%Q4 2019Q1 20228
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Moors & Cabot, Inc. 710.04%0.05%0.07%Q2 2015Q1 20188
CWM, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Western Wealth Management, LLC 410.02%0.02%0.04%Q4 2020Q3 20238
HRT FINANCIAL LP 510.01%0.03%0.10%Q2 2020Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
OLIVER LAGORE VANVALIN INVESTMENT GROUP 880.11%0.19%0.35%Q4 2021Q3 20238
Financial Management Professionals, Inc. 220.23%1.37%2.39%Q2 2014Q1 20228
JMAC ENTERPRISES LLC 880.70%0.79%0.86%Q4 2021Q3 20238
Laurel Wealth Advisors LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Parallel Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
PRUDENTIAL FINANCIAL INC 620.00%0.01%0.02%Q3 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.01%0.04%0.26%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.01%0.01%0.01%Q4 2021Q3 20238
IHT Wealth Management, LLC 770.04%0.06%0.08%Q1 2022Q3 20237
Belvedere Trading LLC 330.00%0.00%0.00%Q1 2023Q3 20237
TOMPKINS FINANCIAL CORP 770.00%0.00%0.00%Q2 2022Q4 20237
BDO Wealth Advisors, LLC 770.00%0.00%0.00%Q2 2019Q4 20207
HOLLENCREST CAPITAL MANAGEMENT 410.00%0.25%0.87%Q4 2013Q3 20237
Crosspoint Capital Strategies, LLC 520.00%0.00%0.00%Q1 2015Q1 20177
SeaCrest Wealth Management, LLC 610.00%0.00%0.00%Q4 2017Q2 20227
Dorsey Wright & Associates 520.03%0.08%0.12%Q3 2014Q4 20177
SOA Wealth Advisors, LLC. 770.06%0.08%0.09%Q1 2022Q3 20237
NewEdge Advisors, LLC 410.00%0.00%0.01%Q2 2017Q3 20237
Ahrens Investment Partners LLC 770.01%0.10%0.18%Q4 2020Q2 20227
SYNOVUS FINANCIAL CORP 770.00%0.00%0.01%Q4 2021Q2 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.03%0.04%0.07%Q1 2021Q4 20227
Patriot Financial Group Insurance Agency, LLC 770.00%0.01%0.02%Q4 2020Q2 20227
PRIVATE TRUST CO NA 610.00%0.02%0.04%Q3 2014Q3 20237
THEORY FINANCIAL LLC 431.99%2.30%2.69%Q4 2021Q3 20237
Fulcrum Equity Management 410.21%0.96%2.45%Q2 2020Q1 20237
FLOW TRADERS U.S. LLC 310.00%0.06%0.21%Q4 2016Q3 20237
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 520.01%0.03%0.07%Q1 2021Q3 20237
McIlrath & Eck, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 770.07%0.09%0.10%Q4 2013Q2 20157
Merriman Wealth Management, LLC 770.01%0.02%0.03%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.04%0.06%Q1 2022Q3 20237
NIEMANN CAPITAL MANAGEMENT INC 210.71%3.40%9.06%Q2 2014Q2 20206
Total Clarity Wealth Management, Inc. 310.00%0.67%1.64%Q4 2019Q4 20216
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Concert Wealth Management Inc. 310.03%0.08%0.22%Q4 2014Q1 20176
Realta Investment Advisors 220.00%0.01%0.01%Q1 2019Q3 20236
B. Riley Wealth Management, Inc. 660.02%0.03%0.04%Q1 2014Q2 20156
Winch Advisory Services, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Gradient Investments LLC 420.00%0.00%0.00%Q3 2020Q3 20236
Sterling Manor Financial, LLC 660.30%2.33%6.68%Q4 2020Q1 20226
Meridian Wealth Management, LLC 660.03%0.04%0.05%Q2 2022Q3 20236
Tempus Wealth Planning, LLC 660.12%0.14%0.17%Q2 2022Q3 20236
BARCLAYS PLC 210.00%0.00%0.00%Q2 2013Q3 20236
ATLAS CAPITAL ADVISORS LLC 660.01%0.01%0.02%Q2 2022Q3 20236
MANUFACTURERS LIFE INSURANCE COMPANY, THE 660.00%0.00%0.00%Q1 2017Q2 20186
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
PRINCETON CAPITAL MANAGEMENT LLC 660.00%0.00%0.00%Q1 2018Q2 20196
PSI Advisors, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Intrepid Financial Planning Group LLC 661.36%1.47%1.60%Q2 2022Q3 20236
J.W. COLE ADVISORS, INC. 660.02%0.02%0.03%Q4 2021Q1 20236
SAWGRASS ASSET MANAGEMENT LLC 410.02%0.04%0.12%Q4 2020Q1 20236
Kovack Advisors, Inc. 320.03%0.11%0.37%Q4 2021Q3 20235
Greenwich Wealth Management LLC 550.03%0.04%0.05%Q2 2021Q2 20225
Crewe Advisors LLC 550.00%0.00%0.00%Q1 2022Q1 20235
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q1 2017Q3 20235
EDMOND DE ROTHSCHILD HOLDING S.A. 320.00%0.00%0.01%Q2 2015Q3 20235
TUCKER ASSET MANAGEMENT LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Plante Moran Financial Advisors, LLC 320.00%0.00%0.01%Q3 2014Q1 20225
Rockefeller Capital Management L.P. 410.00%0.00%0.00%Q3 2021Q4 20225
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
Portfolio Strategies, Inc. 320.69%1.72%5.07%Q2 2019Q1 20215
Ten Capital Wealth Advisors, LLC 550.00%0.01%0.01%Q2 2021Q2 20225
Selective Wealth Management, Inc. 550.01%0.01%0.02%Q2 2021Q2 20225
Baird Financial Group, Inc. 310.00%0.01%0.01%Q1 2017Q3 20235
Renaissance Technologies 210.00%0.00%0.00%Q2 2020Q3 20225
Larson Financial Group LLC 550.00%0.00%0.00%Q2 2021Q2 20225
Cresset Asset Management, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Global Assets Advisory, LLC 551.01%1.15%1.19%Q3 2022Q3 20235
Charles Schwab Investment Advisory, Inc. 551.44%1.53%1.58%Q4 2013Q4 20145
SANDLER CAPITAL MANAGEMENT 310.05%0.78%1.50%Q4 2014Q1 20235
AVANTAX ADVISORY SERVICES, INC. 550.00%0.00%0.01%Q3 2022Q3 20235
SPRING CAPITAL MANAGEMENT, LLC 550.43%0.47%0.55%Q3 2022Q3 20235
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.00%0.00%Q2 2015Q3 20165
SFI Advisors, LLC 552.47%3.61%4.20%Q3 2022Q3 20235
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 550.00%0.00%0.00%Q4 2015Q4 20165
Voya Financial Advisors, Inc. 310.01%0.02%0.02%Q1 2017Q1 20184
Optiver Holding B.V. 440.00%0.00%0.00%Q2 2021Q1 20224
SUMMIT CAPITAL MANAGEMENT LLC 311.78%3.18%5.29%Q1 2014Q2 20154
CoreCap Advisors, LLC 310.00%0.04%0.08%Q4 2021Q4 20224
OneDigital Investment Advisors LLC 310.01%0.01%0.02%Q4 2020Q4 20214
Tradewinds, LLC. 210.19%0.21%0.24%Q2 2022Q3 20234
GLENMEDE TRUST CO NA 210.00%0.00%0.00%Q1 2015Q2 20224
Orion Portfolio Solutions, LLC 310.00%0.06%0.14%Q4 2019Q3 20234
CORRADO ADVISORS, LLC 440.32%0.38%0.49%Q1 2018Q4 20184
Leonard Rickey Investment Advisors P.L.L.C. 440.30%0.32%0.35%Q4 2017Q3 20184
Empowered Funds, LLC 210.18%0.92%2.75%Q2 2020Q1 20234
Round Rock Advisors, LLC 440.36%0.39%0.42%Q4 2022Q3 20234
OPPENHEIMER & CO INC 110.00%0.01%0.01%Q1 2014Q2 20214
Commonwealth Equity Services, Inc 310.00%0.00%0.00%Q4 2013Q3 20174
XML Financial, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
FIFTH THIRD SECURITIES, INC. 210.03%0.24%0.78%Q1 2022Q3 20234
BROWN ADVISORY INC 440.00%0.00%0.00%Q3 2022Q2 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
Archford Capital Strategies, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
HARBOR ADVISORY CORP /MA/ 440.58%0.63%0.68%Q4 2022Q3 20234
ARKANSAS FINANCIAL GROUP, INC. 440.12%0.20%0.24%Q4 2022Q3 20234
PEAK6 Group LLC 220.00%0.01%0.02%Q1 2014Q1 20154
Financial Freedom, LLC 440.38%0.62%0.80%Q4 2022Q3 20234
Paul John Balson 440.08%0.10%0.12%Q1 2020Q4 20204
XPONANCE, INC. 310.15%0.30%0.43%Q3 2014Q3 20154
RAYMOND JAMES TRUST N.A. 310.01%0.01%0.02%Q4 2021Q3 20234
TFO Wealth Partners, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Hassell Wealth Management, LLC 440.22%0.24%0.28%Q4 2022Q3 20234
Tortoise Investment Management, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Ulland Investment Advisors, LLC 440.02%0.02%0.02%Q4 2021Q3 20224
Atlas Financial Advisors, Inc. 440.28%0.33%0.36%Q4 2022Q3 20234
MATHER GROUP, LLC. 442.19%2.57%3.27%Q4 2015Q3 20164
Per Stirling Capital Management, LLC. 440.06%0.09%0.10%Q4 2022Q3 20234
1832 Asset Management L.P. 440.00%0.00%0.00%Q2 2019Q1 20204
TD Capital Management LLC 440.00%0.00%0.01%Q4 2022Q3 20234
AFFINITY WEALTH MANAGEMENT LLC 440.33%0.37%0.41%Q4 2022Q3 20234
Chicago Partners Investment Group LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Compagnie Lombard Odier SCmA 440.00%0.00%0.01%Q4 2022Q3 20234
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 440.00%0.00%0.00%Q1 2021Q4 20214
Soltis Investment Advisors LLC 440.05%0.06%0.06%Q4 2022Q3 20234
CreativeOne Wealth, LLC 310.10%0.11%0.12%Q4 2021Q2 20234
Sharper & Granite LLC 440.48%0.54%0.59%Q4 2022Q3 20234
RiverFront Investment Group, LLC 220.15%0.25%0.51%Q1 2010Q2 20134
Integrated Wealth Concepts LLC 310.00%0.01%0.01%Q3 2021Q2 20234
Marcum Wealth, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
SIGMA INVESTMENT COUNSELORS INC 210.02%0.02%0.02%Q1 2022Q2 20233
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Ameritas Investment Company, LLC 110.00%0.01%0.01%Q4 2018Q1 20213
J.P. Morgan Private Wealth Advisors LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Mill Creek Capital Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Cornerstone Financial Partners, LLC 330.08%0.08%0.08%Q2 2017Q4 20173
MILLENNIUM MANAGEMENT LLC 330.00%0.00%0.00%Q2 2014Q4 20143
WBI INVESTMENTS, LLC 330.05%0.06%0.07%Q1 2023Q3 20233
Foresight Wealth Management, LLC 110.07%0.09%0.12%Q4 2019Q4 20203
NORTHERN TRUST CORP 210.00%0.00%0.00%Q2 2019Q3 20233
Hobart Private Capital, LLC 333.83%4.06%4.19%Q1 2023Q3 20233
InterOcean Capital Group, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Itau USA Asset Management Inc. 330.02%0.02%0.02%Q2 2014Q4 20143
ARGI Investment Services, LLC 330.06%0.21%0.30%Q2 2021Q4 20213
EP Wealth Advisors, LLC 330.01%0.41%1.22%Q1 2023Q3 20233
Ayalon Insurance Comp Ltd. 330.63%0.68%0.71%Q1 2023Q3 20233
Migdal Insurance & Financial Holdings Ltd. 330.00%0.00%0.01%Q1 2023Q3 20233
FORVIS Wealth Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Harel Insurance Investments & Financial Services Ltd. 330.54%0.58%0.63%Q1 2022Q3 20223
Advisor Resource Council 110.02%0.03%0.04%Q2 2021Q2 20223
Regal Investment Advisors LLC 330.02%0.03%0.04%Q1 2023Q3 20233
Keel Point, LLC 330.05%0.06%0.06%Q1 2023Q3 20233
Beacon Capital Management, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Partnervest Advisory Services LLC 330.12%0.13%0.14%Q4 2014Q2 20153
BRASADA CAPITAL MANAGEMENT, LP 330.05%0.05%0.06%Q1 2023Q3 20233
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q2 2021Q1 20233
StoneX Group Inc. 110.05%0.18%0.26%Q3 2017Q4 20203
Richard W. Paul & Associates, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Global Financial Private Capital, Inc 330.01%0.01%0.02%Q4 2017Q2 20183
RFP Financial Group LLC 330.06%0.09%0.16%Q1 2023Q3 20233
Marks Wealth, LLC 3310.96%12.59%15.43%Q3 2021Q1 20223
PagnatoKarp Partners LLC 330.09%0.10%0.10%Q4 2016Q2 20173
Bank of New York Mellon Corp 210.00%0.00%0.00%Q4 2017Q1 20193
Yarbrough Capital, LLC 330.28%0.34%0.42%Q1 2023Q3 20233
TWO SIGMA SECURITIES, LLC 330.09%0.24%0.45%Q1 2017Q3 20173
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
HC FINANCIAL ADVISORS INC 330.01%0.02%0.03%Q4 2021Q2 20223
Brookstone Capital Management 210.00%0.01%0.01%Q3 2021Q4 20223
Wealthspire Advisors, L.P. 330.00%0.00%0.00%Q3 2018Q1 20193
Concentrum Wealth Management 330.15%0.28%0.45%Q4 2022Q2 20233
BIVIN & ASSOCIATES, INC. 330.03%0.04%0.04%Q4 2021Q2 20223
Capital Asset Advisory Services LLC 330.00%0.00%0.00%Q2 2020Q4 20203
Arlington Capital Management, Inc. 212.15%6.13%12.26%Q1 2019Q1 20223
TWO SIGMA ADVISERS, LP 210.00%0.00%0.00%Q3 2022Q3 20233
CIBC WORLD MARKET INC. 210.00%0.00%0.00%Q3 2017Q1 20193
Paradigm Financial Partners, LLC 330.31%0.32%0.33%Q2 2021Q4 20213
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
CAPTRUST FINANCIAL ADVISORS 330.00%0.00%0.00%Q4 2021Q2 20223
Sowell Financial Services LLC 210.00%0.01%0.02%Q3 2019Q1 20213
Allworth Financial LP 330.00%0.01%0.02%Q1 2023Q3 20233
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 220.04%0.04%0.04%Q2 2021Q3 20212
Koshinski Asset Management, Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
Evolution Wealth Advisors, LLC 220.04%0.05%0.05%Q4 2021Q1 20222
New Republic Capital, LLC 220.03%0.03%0.03%Q1 2023Q2 20232
Simplicity Solutions, LLC 110.01%0.01%0.01%Q2 2020Q4 20202
Financial Architects, Inc 220.05%0.06%0.06%Q1 2015Q2 20152
Sargent Bickham Lagudis LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Argent Trust Co 220.03%0.04%0.05%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Prostatis Group LLC 224.63%4.69%4.75%Q1 2023Q2 20232
Peoples Bank/KS 220.01%0.01%0.01%Q3 2023Q4 20232
Strategic Wealth Partners, Ltd. 220.00%0.00%0.00%Q1 2018Q2 20182
Psagot Value Holdings Ltd. 220.00%0.03%0.06%Q2 2021Q3 20212
Welch Group, LLC 220.01%0.05%0.09%Q4 2022Q1 20232
UNITED CAPITAL FINANCIAL ADVISORS, LLC 220.01%0.04%0.06%Q1 2015Q2 20152
Manchester Capital Management LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Grey Fox Wealth Advisors, LLC 220.10%0.10%0.11%Q4 2022Q1 20232
PVG ASSET MANAGEMENT CORP 223.70%3.71%3.73%Q2 2021Q3 20212
PVG Asset Management 220.45%0.46%0.47%Q4 2015Q1 20162
TANDEM CAPITAL MANAGEMENT CORP /ADV 220.20%0.21%0.22%Q2 2023Q3 20232
Trilogy Capital Inc. 110.34%0.37%0.39%Q2 2021Q4 20212
Phoenix Holdings Ltd. 220.07%0.08%0.09%Q2 2023Q3 20232
TELEMUS CAPITAL, LLC 110.03%0.03%0.04%Q4 2021Q2 20222
KMS FINANCIAL SERVICES, INC 220.08%0.08%0.08%Q2 2014Q3 20142
Mariner, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Arkadios Wealth Advisors 220.01%0.01%0.01%Q2 2021Q3 20212
Walleye Capital LLC 110.00%0.00%0.01%Q2 2022Q3 20232
Blue Trust, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
PEAPACK GLADSTONE FINANCIAL CORP 220.01%0.01%0.01%Q2 2023Q3 20232
WMG Financial Advisors, LLC 220.19%0.22%0.24%Q4 2021Q1 20222
Acorn Wealth Advisors, LLC 220.14%0.15%0.16%Q4 2021Q1 20222
CULLEN/FROST BANKERS, INC. 220.00%0.00%0.00%Q2 2020Q3 20202
GUERRA PAN ADVISORS, LLC 220.25%0.26%0.26%Q2 2023Q3 20232
MERIDIAN INVESTMENT COUNSEL INC. 110.10%0.11%0.11%Q4 2019Q2 20202
EDMOND DE ROTHSCHILD (SUISSE) S.A. 220.02%0.02%0.02%Q2 2015Q3 20152
Daiwa Securities Group Inc. 220.00%0.00%0.00%Q4 2014Q1 20152
CREATIVE FINANCIAL DESIGNS INC /ADV 220.22%0.23%0.24%Q2 2023Q3 20232
PRUDENTIAL PLC 110.00%0.00%0.00%Q4 2019Q4 20202
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
FDx Advisors, Inc. 220.01%0.01%0.01%Q4 2016Q1 20172
Belpointe Asset Management LLC 220.00%0.00%0.01%Q4 2022Q1 20232
Smart Money Group LLC 221.24%1.25%1.26%Q2 2023Q3 20232
FIRST TRUST ADVISORS LP 220.00%0.00%0.00%Q3 2013Q4 20132
Lake Point Wealth Management 220.00%0.00%0.00%Q4 2019Q1 20202
ASPIRIANT, LLC 220.03%0.03%0.03%Q4 2021Q1 20222
Savior LLC 110.00%0.00%0.00%Q4 2019Q2 20202
Archer Investment Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
MARSHALL WACE, LLP 110.00%0.00%0.00%Q2 2022Q4 20222
OLD MISSION CAPITAL LLC 220.01%0.02%0.04%Q1 2022Q2 20222
Miller Investment Management, LP 221.05%1.05%1.05%Q1 2021Q2 20212
Arete Wealth Advisors, LLC 220.07%0.12%0.16%Q4 2020Q1 20212
Cascade Investment Advisors, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
PACIFIC FINANCIAL GROUP INC 110.09%0.09%0.09%Q4 2014Q4 20141
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
FSM Wealth Advisors, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
PIERSHALE FINANCIAL GROUP, INC. 110.01%0.01%0.01%Q1 2023Q1 20231
Lindbrook Capital, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
WealthShield Partners, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Truepoint, Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
Legacy Capital Group California, Inc. 110.76%0.76%0.76%Q1 2023Q1 20231
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.00%0.00%0.00%Q4 2021Q4 20211
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Wagner Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Golden State Wealth Management, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Financial Gravity Asset Management, Inc. 110.07%0.07%0.07%Q4 2019Q4 20191
Biltmore Family Office, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
FIRST FINANCIAL EQUITY CORPORATION 110.24%0.24%0.24%Q1 2017Q1 20171
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q3 2022Q3 20221
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q2 2014Q2 20141
ATTICUS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TECTONIC ADVISORS LLC 110.00%0.00%0.00%Q4 2022Q4 20221
LEAVELL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2010Q2 20101
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Q3 Asset Management 114.21%4.21%4.21%Q4 2017Q4 20171
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SteelPeak Wealth, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Catamount Wealth Management 110.12%0.12%0.12%Q2 2015Q2 20151
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Pacific Center for Financial Services 110.00%0.00%0.00%Q3 2019Q3 20191
Global Trust Asset Management, LLC 110.17%0.17%0.17%Q2 2019Q2 20191
GoalVest Advisory LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Camarda Financial Advisors, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Householder Group Estate & Retirement Specialist, LLC 110.31%0.31%0.31%Q1 2023Q1 20231
Stratos Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Spectrum Management Group, LLC 110.52%0.52%0.52%Q3 2022Q3 20221
Jaffetilchin Investment Partners, LLC 110.15%0.15%0.15%Q3 2018Q3 20181
Penserra Capital Management LLC 110.01%0.01%0.01%Q3 2019Q3 20191
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q2 20131
Global Wealth Management Investment Advisory, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Signify Wealth 110.17%0.17%0.17%Q4 2021Q4 20211
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Clearstead Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
LWM Advisory Services, LLC 110.42%0.42%0.42%Q2 2023Q2 20231
Annapolis Financial Services, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
AMJ Financial Wealth Management 110.24%0.24%0.24%Q1 2023Q1 20231
Cavalier Investments, LLC 110.24%0.24%0.24%Q1 2021Q1 20211
Foundations Investment Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
MinichMacGregor Wealth Management, LLC 112.47%2.47%2.47%Q1 2022Q1 20221
FIRST INTERSTATE BANCSYSTEM INC 110.99%0.99%0.99%Q1 2021Q1 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2018Q3 20181
WESPAC Advisors, LLC 111.10%1.10%1.10%Q1 2016Q1 20161
Pinnacle Family Advisors, LLC 110.56%0.56%0.56%Q2 2020Q2 20201
Proficio Capital Partners LLC 110.00%0.00%0.00%Q1 2019Q1 20191
ACG Wealth 110.03%0.03%0.03%Q4 2021Q4 20211
JFS WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
NEW ENGLAND SECURITIES CORP /MA/ 110.13%0.13%0.13%Q4 2014Q4 20141
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
FOUNDERS BANK & TRUST 110.00%0.00%0.00%Q4 2013Q4 20131
GPS Wealth Strategies Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.04%0.04%0.04%Q4 2016Q4 20161
Corient Capital Partners, LLC 110.10%0.10%0.10%Q4 2018Q4 20181
Flagship Private Wealth, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Raab & Moskowitz Asset Management LLC 110.04%0.04%0.04%Q3 2018Q3 20181
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.03%0.03%0.03%Q1 2019Q1 20191
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Bank of New Hampshire 110.47%0.47%0.47%Q3 2023Q3 20231
Lebenthal Global Advisors, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
TITLEIST CAPITAL, LLC 110.28%0.28%0.28%Q2 2022Q2 20221
Freedom Investment Management, Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
Integrated Wealth Management 110.00%0.00%0.00%Q3 2016Q3 20161
Capital Wealth Alliance, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2019Q4 20191
WEALTHSOURCE PARTNERS, LLC 110.13%0.13%0.13%Q2 2020Q2 20201
Warwick Investment Management, Inc. 110.13%0.13%0.13%Q3 2022Q3 20221
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
PFG Advisors 110.02%0.02%0.02%Q2 2023Q2 20231
WESTWOOD HOLDINGS GROUP INC 110.02%0.02%0.02%Q1 2021Q1 20211
Balentine LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Hexagon Capital Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 110.11%0.11%0.11%Q1 2022Q1 20221
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Atomi Financial Group, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
Advisory Alpha, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
CATALYST PRIVATE WEALTH, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
SOCIETE GENERALE 110.03%0.03%0.03%Q2 2016Q2 20161
STIFEL NICOLAUS & CO INC \MO\ 110.02%0.02%0.02%Q2 2013Q2 20131
DRW Securities, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Moloney Securities Asset Management, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Wealth Enhancement & Preservation of GA, LLC 1116.28%16.28%16.28%Q4 2020Q4 20201
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
VitalStone Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PETERSON WEALTH MANAGEMENT 110.17%0.17%0.17%Q2 2021Q2 20211
Ironwood Financial, llc 110.02%0.02%0.02%Q3 2018Q3 20181
TILIA FIDUCIARY PARTNERS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
Beacon Pointe Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Colonial River Wealth Management, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Jackson Wealth Management, LLC 110.68%0.68%0.68%Q2 2023Q2 20231
Csenge Advisory Group 110.01%0.01%0.01%Q3 2018Q3 20181
WIN ADVISORS, INC 110.00%0.00%0.00%Q4 2021Q4 20211
Timber Hill LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Altshuler Shaham Ltd 110.02%0.02%0.02%Q4 2020Q4 20201
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
BAIRD ROBERT W & CO INC /WI/ 110.02%0.02%0.02%Q1 2014Q1 20141
55I, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
WESPAC Advisors SoCal, LLC 110.32%0.32%0.32%Q4 2015Q4 20151
Clarus Wealth Advisors 110.56%0.56%0.56%Q4 2020Q4 20201
Advanced Asset Management Advisors Inc 110.04%0.04%0.04%Q4 2019Q4 20191
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SMI Advisory Services, LLC 111.25%1.25%1.25%Q4 2021Q4 20211
Visium Asset Management, LP 110.00%0.00%0.00%Q3 2015Q3 20151
IBEX WEALTH ADVISORS 110.01%0.01%0.01%Q3 2021Q3 20211
External links

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