SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.03%Q2 2013Q3 202342
ROYAL BANK OF CANADA 3650.00%0.01%0.06%Q2 2013Q3 202341
ASSETMARK, INC 28110.00%0.15%1.19%Q4 2013Q3 202339
MORGAN STANLEY 38380.00%0.00%0.02%Q2 2014Q3 202338
STATE STREET CORP 37370.00%0.01%0.02%Q3 2014Q3 202337
UBS Group AG 36360.00%0.01%0.05%Q4 2014Q3 202336
AMERIPRISE FINANCIAL INC 3310.00%0.00%0.03%Q4 2013Q3 202335
1832 Asset Management L.P. 35350.00%0.00%0.00%Q1 2015Q3 202335
LPL Financial LLC 33330.00%0.06%0.28%Q3 2015Q3 202333
ENVESTNET ASSET MANAGEMENT INC 20110.00%0.02%0.12%Q4 2015Q3 202331
First Heartland Consultants, Inc. 30300.04%0.85%6.78%Q2 2016Q3 202330
Raymond James Financial Services Advisors, Inc. 2730.00%0.02%0.07%Q3 2015Q3 202330
JANE STREET GROUP, LLC 710.00%0.01%0.04%Q1 2014Q3 202326
LADENBURG THALMANN FINANCIAL SERVICES INC. 25250.00%0.01%0.12%Q4 2013Q4 201925
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.04%Q4 2017Q3 202324
PrairieView Partners, LLC 24240.02%0.13%0.43%Q4 2017Q3 202324
Cambridge Investment Research Advisors, Inc. 24240.01%0.03%0.11%Q4 2017Q3 202324
Boston Standard Wealth Management, LLC 2222.72%4.74%6.81%Q4 2017Q4 202324
Avior Wealth Management, LLC 23230.01%0.06%0.16%Q1 2018Q3 202323
Moisand Fitzgerald Tamayo, LLC 23230.48%0.86%1.13%Q1 2018Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
CWM, LLC 1580.00%0.46%0.83%Q4 2017Q3 202323
AlphaStar Capital Management, LLC 23230.04%3.84%31.05%Q1 2018Q3 202323
Private Advisor Group, LLC 1670.01%0.17%0.71%Q3 2016Q3 202323
SigFig Wealth Management, LLC 23230.16%0.49%2.10%Q1 2018Q3 202323
SIGNET FINANCIAL MANAGEMENT, LLC 23230.02%2.11%4.92%Q1 2018Q3 202323
Allen Capital Group, LLC 2030.06%2.16%4.94%Q4 2017Q3 202323
HighTower Advisors, LLC 1580.02%0.08%0.24%Q2 2016Q3 202323
WELLS FARGO & COMPANY/MN 2010.00%0.01%0.02%Q3 2016Q3 202323
Successful Portfolios LLC 22220.46%0.63%0.88%Q2 2018Q3 202322
Geneos Wealth Management Inc. 1570.01%0.04%0.18%Q1 2016Q3 202322
AE Wealth Management LLC 1710.02%0.18%0.38%Q4 2017Q3 202322
CAPE COD FIVE CENTS SAVINGS BANK 22223.04%4.39%5.38%Q2 2018Q3 202322
Strategic Wealth Partners, Ltd. 22220.01%0.90%8.06%Q4 2017Q1 202322
BRIGHTON JONES LLC 22220.01%0.05%0.10%Q2 2018Q3 202322
Ausdal Financial Partners, Inc. 21210.06%0.25%0.54%Q3 2018Q3 202321
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1380.00%0.18%0.39%Q2 2018Q3 202321
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 21210.02%0.02%0.03%Q3 2018Q3 202321
Parallel Advisors, LLC 1740.00%0.00%0.00%Q1 2018Q3 202321
Mechanics Bank Trust Department 21210.08%0.30%0.86%Q3 2018Q3 202321
MML INVESTORS SERVICES, LLC 1910.00%0.02%0.14%Q1 2017Q3 202321
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 21210.00%0.01%0.01%Q3 2018Q3 202321
Raab & Moskowitz Asset Management LLC 21210.00%0.58%1.23%Q3 2018Q3 202321
Roundview Capital LLC 21210.09%0.66%1.52%Q3 2018Q3 202321
Willow Creek Wealth Management Inc. 21210.54%3.78%5.59%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.17%0.50%Q3 2018Q3 202321
Carnegie Capital Asset Management, LLC 20200.01%0.03%0.04%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.08%0.58%Q4 2017Q3 202220
S. R. Schill & Associates 20202.62%3.73%4.70%Q4 2018Q3 202320
Eagle Ridge Investment Management 20200.05%0.17%0.46%Q4 2018Q3 202320
NORTHWEST WEALTH MANAGEMENT, LLC 20200.04%0.24%0.54%Q4 2018Q3 202320
Mutual Advisors, LLC 20200.03%0.05%0.07%Q4 2018Q3 202320
Focused Wealth Management, Inc 20200.01%0.89%3.46%Q4 2018Q3 202320
Brinker Capital Investments, LLC 20200.02%0.10%0.20%Q4 2017Q3 202220
CreativeOne Wealth, LLC 20200.09%0.40%0.96%Q4 2018Q3 202320
WISCONSIN CAPITAL MANAGEMENT LLC 20200.13%0.70%1.50%Q4 2018Q3 202320
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1410.00%0.00%0.01%Q2 2018Q3 202319
Probity Advisors, Inc. 920.07%0.10%0.14%Q3 2018Q3 202319
IFP Advisors, Inc 1510.00%0.03%0.14%Q2 2016Q3 202319
JUNCTURE WEALTH STRATEGIES, LLC 19190.13%0.26%0.54%Q1 2018Q3 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Citadel Advisors 1310.00%0.00%0.01%Q1 2016Q3 202319
FMR LLC 1810.00%0.00%0.00%Q4 2018Q3 202319
Stadion Money Management, LLC 1440.16%0.94%8.80%Q1 2018Q4 202218
D.A. DAVIDSON & CO. 18180.00%0.09%0.19%Q1 2019Q2 202318
WEALTHSOURCE PARTNERS, LLC 1350.04%0.12%0.19%Q1 2018Q3 202318
TELEMUS CAPITAL, LLC 18181.41%2.25%3.09%Q2 2019Q3 202318
ARGI Investment Services, LLC 1620.02%1.58%3.16%Q2 2018Q4 202218
Pacifica Partners Inc. 17170.01%0.01%0.02%Q4 2019Q4 202317
TOWNSQUARE CAPITAL LLC 1070.02%0.04%0.09%Q4 2018Q3 202317
VISTA INVESTMENT MANAGEMENT 17170.18%0.45%0.90%Q3 2018Q3 202217
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.00%Q1 2014Q2 202317
C M BIDWELL & ASSOCIATES LTD 1610.06%0.30%0.75%Q4 2017Q3 202317
Municipal Employees' Retirement System of Michigan 16161.62%8.37%14.66%Q4 2019Q3 202316
Stratos Wealth Partners, LTD. 1510.00%0.09%0.28%Q3 2018Q3 202316
Private Wealth Group, LLC 16160.76%11.28%39.94%Q4 2019Q3 202316
SRS Capital Advisors, Inc. 1060.28%1.41%5.91%Q3 2019Q3 202316
GeoWealth Management, LLC 1420.02%0.28%2.25%Q3 2019Q3 202316
CITIGROUP INC 1510.00%0.00%0.01%Q4 2017Q3 202316
CX Institutional 1110.00%0.85%2.99%Q4 2018Q3 202316
Aries Wealth Management 1150.67%4.98%8.64%Q2 2019Q2 202316
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16162.98%4.72%7.96%Q4 2019Q3 202316
FLAGSHIP HARBOR ADVISORS, LLC 830.00%0.35%1.68%Q4 2018Q3 202316
AMJ Financial Wealth Management 16160.15%2.35%16.57%Q4 2019Q3 202316
Belpointe Asset Management LLC 1010.01%0.02%0.06%Q4 2017Q1 202316
Bartlett & Co. LLC 810.00%0.00%0.00%Q2 2019Q4 202316
First Allied Advisory Services, Inc. 16160.01%0.02%0.02%Q4 2016Q3 202016
Sowell Financial Services LLC 1010.02%0.07%0.46%Q3 2018Q3 202316
Tempus Wealth Planning, LLC 16161.74%7.12%17.28%Q4 2019Q3 202316
Cetera Advisor Networks LLC 1060.01%0.04%0.31%Q1 2019Q3 202316
Nelson Capital Management, LLC 16160.23%4.90%10.24%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.02%0.06%Q4 2019Q3 202316
RAYMOND JAMES & ASSOCIATES 840.00%0.01%0.03%Q2 2017Q3 202316
Manning & Napier Group, LLC 16160.05%0.10%0.19%Q4 2019Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.02%0.06%0.12%Q4 2019Q3 202316
NICOLET ADVISORY SERVICES, LLC 16160.03%0.23%0.85%Q1 2019Q4 202216
Patriot Financial Group Insurance Agency, LLC 15150.00%0.01%0.01%Q4 2018Q2 202215
Retirement Group, LLC 1410.01%0.01%0.01%Q4 2019Q3 202315
Great Point Wealth Advisors, LLC 15150.10%3.08%12.63%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.08%0.19%Q1 2020Q3 202315
SENTINEL PENSION ADVISORS INC 15150.40%4.37%9.14%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
Gradient Investments LLC 870.00%0.10%0.38%Q2 2019Q3 202315
Front Row Advisors LLC 15150.23%0.30%0.45%Q1 2020Q3 202315
TPG Financial Advisors, LLC 961.34%8.26%12.81%Q4 2018Q3 202315
Integrated Advisors Network LLC 15150.03%0.06%0.12%Q1 2020Q3 202315
Winch Advisory Services, LLC 1140.01%0.11%0.21%Q1 2019Q3 202315
TWO SIGMA SECURITIES, LLC 1110.00%0.04%0.07%Q4 2019Q3 202314
Brookstone Capital Management 1010.02%0.87%1.64%Q1 2019Q3 202314
IHT Wealth Management, LLC 910.02%0.08%0.18%Q4 2019Q3 202314
Outlook Wealth Advisors, LLC 14140.09%0.22%0.89%Q3 2019Q4 202214
Lido Advisors, LLC 14140.01%0.06%0.23%Q2 2020Q3 202314
NEXT Financial Group, Inc 1110.02%0.03%0.04%Q3 2016Q4 202114
Cranbrook Wealth Management, LLC 14140.01%0.01%0.01%Q2 2020Q3 202314
WEALTHCARE CAPITAL MANAGEMENT LLC 14140.38%0.52%0.94%Q4 2018Q1 202214
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1130.00%0.02%0.14%Q1 2020Q3 202314
US BANCORP \DE\ 860.00%0.00%0.00%Q1 2019Q3 202314
EPG Wealth Management LLC 530.01%0.19%0.60%Q4 2019Q3 202313
HBW ADVISORY SERVICES LLC 13130.21%0.44%1.62%Q3 2020Q3 202313
Global Retirement Partners, LLC 760.00%0.07%0.20%Q2 2020Q3 202313
STIFEL FINANCIAL CORP 1210.00%0.01%0.03%Q2 2020Q3 202313
LEVEL FOUR ADVISORY SERVICES, LLC 13130.02%0.30%1.21%Q1 2020Q1 202313
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.00%0.17%0.46%Q3 2020Q3 202313
BAILARD, INC. 710.01%0.08%0.19%Q1 2020Q3 202313
Tri-Star Advisors Inc. 1030.15%2.05%8.72%Q2 2020Q3 202313
Rockefeller Capital Management L.P. 13130.00%0.00%0.00%Q3 2020Q3 202313
Monument Capital Management 13130.07%0.46%1.14%Q2 2018Q2 202113
Financial Advocates Investment Management 610.01%0.05%0.09%Q4 2019Q3 202313
WHITTIER TRUST CO 13130.00%0.00%0.00%Q4 2019Q4 202213
Advisory Services Network, LLC 1010.00%0.02%0.04%Q4 2019Q3 202313
ALTFEST L J & CO INC 620.04%1.20%3.90%Q1 2019Q3 202313
FIDUCIARY TRUST CO 13130.01%0.01%0.02%Q2 2020Q2 202313
INSIGHT 2811, INC. 13130.12%1.69%2.78%Q4 2017Q4 202013
CAPTRUST FINANCIAL ADVISORS 1210.00%0.00%0.00%Q2 2020Q3 202313
Advisory Alpha, LLC 1020.02%0.69%3.64%Q2 2018Q2 202312
PNC FINANCIAL SERVICES GROUP, INC. 440.00%0.00%0.00%Q3 2015Q3 202312
Atria Investments, Inc 520.02%0.06%0.20%Q4 2016Q1 202312
Gerber Kawasaki Wealth & Investment Management 12120.04%0.22%0.56%Q4 2020Q3 202312
Allworth Financial LP 1110.00%0.03%0.08%Q1 2020Q3 202312
Renaissance Technologies 610.00%0.01%0.02%Q4 2018Q3 202312
Barrett Asset Management, LLC 12120.02%0.03%0.04%Q4 2018Q3 202112
Centennial Wealth Advisory LLC 12120.81%1.71%2.26%Q4 2020Q3 202312
Capstone Triton Financial Group, LLC 12120.41%0.60%1.69%Q4 2020Q3 202312
AdvisorNet Financial, Inc 930.00%0.02%0.15%Q3 2018Q3 202312
Portland Global Advisors LLC 12120.06%2.03%3.12%Q4 2020Q3 202312
BALLAST ADVISORS LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Horan Securities, Inc. 840.41%0.61%0.78%Q3 2020Q3 202312
True Link Financial Advisors, LLC 12120.07%0.20%0.23%Q4 2020Q3 202312
Bellecapital International Ltd. 12120.07%0.14%0.27%Q2 2019Q1 202212
Simplicity Solutions, LLC 610.02%0.11%0.31%Q4 2017Q2 202312
Fullen Financial Group 12121.71%2.08%2.86%Q2 2020Q1 202312
Westover Capital Advisors, LLC 12121.18%2.94%4.83%Q4 2018Q3 202112
Equitable Holdings, Inc. 930.01%0.05%0.15%Q2 2020Q3 202312
PARK AVENUE SECURITIES LLC 11110.21%0.27%0.37%Q1 2021Q3 202311
Barber Financial Group, Inc. 11110.80%1.38%2.60%Q3 2020Q1 202311
SYNOVUS FINANCIAL CORP 1010.01%1.16%1.41%Q1 2020Q3 202311
JPMORGAN CHASE & CO 920.00%0.00%0.00%Q3 2019Q3 202311
MARINER INDEPENDENT ADVISOR NETWORK, LLC 11110.28%0.76%1.86%Q1 2020Q3 202211
ADVANTAGE INVESTMENT MANAGEMENT, LLC 830.03%0.13%0.23%Q3 2015Q3 201911
Financial Enhancement Group LLC 11110.00%0.62%3.49%Q1 2020Q3 202211
Capital Asset Advisory Services LLC 11110.01%0.01%0.02%Q4 2019Q2 202211
FLOW TRADERS U.S. LLC 410.08%1.02%2.61%Q3 2018Q3 202311
Braun-Bostich & Associates Inc. 11110.10%0.50%1.63%Q1 2018Q3 202011
Better Money Decisions, LLC 11116.78%9.08%11.54%Q1 2021Q3 202311
Alexandria Capital, LLC 11110.04%1.31%1.99%Q1 2019Q3 202111
Spire Wealth Management 11110.01%0.03%0.07%Q1 2021Q3 202311
Truvestments Capital LLC 650.00%0.00%0.01%Q4 2020Q3 202311
Cetera Investment Advisers 740.00%0.05%0.23%Q4 2020Q3 202311
Beaumont Financial Partners, LLC 11110.02%0.55%5.07%Q1 2020Q3 202211
M. Kulyk & Associates, LLC 11110.08%11.48%25.40%Q4 2020Q2 202311
Kingsview Wealth Management, LLC 1010.01%0.05%0.10%Q1 2019Q4 202211
Carroll Financial Associates, Inc. 11110.00%0.16%0.96%Q2 2019Q4 202111
Orion Capital Management LLC 1010.00%0.01%0.01%Q4 2020Q3 202311
RDA Financial Network 11110.14%0.30%0.47%Q1 2019Q3 202111
Heartwood Wealth Advisors LLC 11110.03%0.24%1.98%Q4 2019Q2 202211
Orion Portfolio Solutions, LLC 810.00%0.01%0.02%Q1 2020Q3 202311
Spectrum Management Group, LLC 11110.01%0.02%0.05%Q1 2020Q3 202211
CREATIVE FINANCIAL DESIGNS INC /ADV 11110.00%1.19%3.93%Q1 2021Q3 202311
Meridian Wealth Management, LLC 920.02%0.19%0.43%Q2 2018Q2 202311
Moloney Securities Asset Management, LLC 620.04%0.27%1.53%Q3 2019Q3 202210
MONEY CONCEPTS CAPITAL CORP 820.00%0.11%0.35%Q4 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.05%Q1 2021Q3 202310
Investors Research Corp 10100.01%0.01%0.01%Q2 2021Q3 202310
Merit Financial Group, LLC 550.06%0.13%0.19%Q3 2019Q3 202310
Detalus Advisors, LLC 10100.44%1.12%1.58%Q1 2020Q2 202210
BUCKINGHAM STRATEGIC WEALTH, LLC 10100.02%0.05%0.11%Q2 2021Q3 202310
Lloyd Advisory Services, LLC. 10100.01%0.06%0.22%Q4 2019Q1 202210
Brouwer & Janachowski, LLC 10100.41%3.77%5.27%Q2 2018Q3 202010
Pinnacle Wealth Management Group, Inc. 10100.28%0.50%0.64%Q2 2021Q3 202310
Cerity Partners LLC 640.00%0.09%0.37%Q1 2021Q3 202310
Windsor Capital Management, LLC 10100.13%1.22%1.58%Q1 2019Q2 202110
Mirae Asset Global Investments Co., Ltd. 10100.01%0.04%0.07%Q2 2021Q3 202310
UNITED CAPITAL FINANCIAL ADVISORS, LLC 820.00%0.00%0.00%Q1 2020Q4 202210
RFG Advisory, LLC 550.07%0.12%0.20%Q1 2019Q3 202310
Stearns Financial Services Group 10100.01%0.36%0.68%Q2 2018Q3 202010
OneDigital Investment Advisors LLC 620.01%0.05%0.11%Q1 2018Q3 202310
MERCER GLOBAL ADVISORS INC /ADV 730.00%0.00%0.01%Q2 2019Q3 202310
Atlas Private Wealth Advisors 10100.04%0.63%3.56%Q2 2020Q3 202210
Wealthquest Corp 550.04%0.39%0.98%Q4 2018Q2 202110
Aptus Capital Advisors, LLC 910.00%0.00%0.01%Q1 2020Q3 202210
Clear Creek Financial Management, LLC 640.10%1.84%3.25%Q2 2019Q3 202310
Relative Value Partners Group, LLC 10100.45%1.49%3.09%Q3 2018Q4 202010
First Affirmative Financial Network 10104.76%7.91%10.02%Q3 2021Q4 202310
LifePlan Financial Group, Inc 10100.01%0.04%0.05%Q2 2018Q3 202010
OPTIMUM INVESTMENT ADVISORS 10100.08%0.16%0.22%Q3 2019Q4 202110
People's United Financial, Inc. 10100.01%0.08%0.10%Q4 2019Q1 202210
INTEGRATED CAPITAL MANAGEMENT, INC. 822.73%3.29%4.72%Q1 2021Q3 202310
Tower Wealth Partners, Inc. 10100.50%0.73%1.32%Q4 2020Q1 202310
PRINCIPAL FINANCIAL GROUP INC 10100.00%0.00%0.00%Q4 2018Q1 202110
LifeSteps Financial, Inc. 10102.00%5.98%7.79%Q4 2019Q1 202210
Providence Capital Advisors, LLC 910.00%0.29%0.68%Q2 2020Q3 202310
Western Wealth Management, LLC 730.01%0.06%0.09%Q2 2020Q3 202310
CITY NATIONAL BANK 10100.03%0.04%0.05%Q2 2013Q3 201510
Aveo Capital Partners, LLC 420.08%0.50%2.52%Q2 2019Q3 20239
Steward Partners Investment Advisory, LLC 410.00%0.00%0.00%Q1 2020Q3 20239
CWA Asset Management Group, LLC 540.02%0.25%0.85%Q1 2020Q4 20229
Chesley Taft & Associates LLC 990.01%0.02%0.02%Q3 2021Q3 20239
Castleview Partners, LLC 810.00%1.08%2.64%Q2 2021Q3 20239
Creative Planning 420.00%0.00%0.00%Q3 2016Q3 20239
Roberts Wealth Advisors, LLC 991.02%2.81%6.84%Q3 2021Q3 20239
First National Bank of Hutchinson 990.18%1.76%4.42%Q4 2019Q4 20219
Stonehearth Capital Management, LLC 990.15%9.53%13.33%Q4 2018Q4 20209
Destiny Wealth Partners, LLC 990.00%0.45%3.12%Q4 2020Q4 20229
Integrated Wealth Concepts LLC 990.01%0.02%0.05%Q3 2021Q3 20239
Charles Schwab Investment Advisory, Inc. 720.00%0.26%0.52%Q2 2018Q1 20229
Titus Wealth Management 990.11%0.22%0.38%Q2 2020Q2 20229
Bridgeworth, LLC 410.06%0.45%1.17%Q2 2020Q3 20239
Accurate Wealth Management, LLC 990.10%0.22%0.44%Q3 2021Q3 20239
Bell Rock Capital LLC 990.00%0.02%0.05%Q4 2017Q4 20199
BANK OF MONTREAL /CAN/ 720.00%0.00%0.01%Q2 2021Q3 20239
Clearview Wealth Advisors LLC 990.02%0.99%2.62%Q4 2020Q4 20229
Congress Wealth Management LLC / DE / 880.01%0.01%0.01%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.19%0.25%0.38%Q1 2021Q3 20238
New Harbor Financial Group, LLC 880.36%0.67%1.25%Q4 2020Q3 20228
Laurel Wealth Advisors LLC 880.00%0.00%0.00%Q1 2021Q4 20228
SkyOak Wealth, LLC 880.06%0.07%0.09%Q3 2020Q2 20228
MY Wealth Management Inc. 881.40%2.57%6.28%Q4 2021Q3 20238
abrdn plc 880.02%0.05%0.11%Q3 2021Q2 20238
Janney Montgomery Scott LLC 620.00%0.01%0.05%Q1 2020Q3 20238
IFG Advisory, LLC 530.02%0.03%0.04%Q3 2021Q3 20238
Pinnacle Wealth Management Advisory Group, LLC 880.06%0.16%0.32%Q2 2020Q1 20228
Stratos Wealth Advisors, LLC 710.03%0.07%0.19%Q1 2020Q3 20238
SIGNATUREFD, LLC 530.00%0.00%0.00%Q2 2021Q3 20238
Ameritas Investment Company, LLC 710.01%0.06%0.12%Q4 2018Q3 20218
Flagship Private Wealth, LLC 530.02%0.17%0.32%Q4 2020Q3 20238
Stratos Investment Management, LLC 880.03%0.07%0.11%Q1 2020Q4 20218
Raleigh Capital Management Inc. 880.01%0.03%0.06%Q4 2021Q3 20238
MANAGED ACCOUNT SERVICES INC 880.06%0.35%1.01%Q1 2019Q4 20208
NewEdge Advisors, LLC 710.02%0.04%0.08%Q3 2019Q3 20238
B. Riley Wealth Advisors, Inc. 710.01%0.03%0.04%Q3 2019Q1 20238
Quent Capital, LLC 880.07%0.66%1.31%Q4 2021Q3 20238
Treynor Bancshares, Inc. 880.43%0.49%0.56%Q4 2021Q3 20238
Lifeworks Advisors, LLC 880.10%0.37%0.52%Q4 2021Q3 20238
Spectrum Planning & Advisory Services Inc. 880.55%5.97%7.55%Q4 2020Q3 20228
FormulaFolio Investments, LLC 880.04%0.50%1.25%Q3 2019Q2 20218
PINNACLE ASSOCIATES LTD 880.01%0.01%0.02%Q2 2020Q1 20228
Capital Investment Advisory Services, LLC 710.00%0.29%1.02%Q4 2018Q2 20228
WBI INVESTMENTS, LLC 410.07%0.14%0.21%Q3 2016Q3 20238
GOLDMAN SACHS GROUP INC 410.00%0.01%0.07%Q4 2019Q3 20238
Mariner, LLC 770.00%0.04%0.08%Q1 2022Q3 20237
Dakota Wealth Management 430.05%0.55%1.13%Q1 2020Q3 20237
THRIVENT FINANCIAL FOR LUTHERANS 770.00%0.01%0.02%Q3 2020Q1 20227
First Trust Capital Management L.P. 770.02%0.03%0.04%Q1 2022Q3 20237
New England Investment & Retirement Group, Inc. 610.09%0.12%0.15%Q4 2018Q2 20217
Kestra Advisory Services, LLC 410.00%0.00%0.01%Q4 2020Q2 20237
Atria Wealth Solutions, Inc. 770.01%0.02%0.03%Q1 2022Q3 20237
L.M. KOHN & COMPANY 770.49%0.78%1.22%Q1 2022Q3 20237
Donoghue Forlines LLC 611.23%2.23%4.88%Q1 2021Q2 20237
Lucia Wealth Services, LLC 770.70%1.20%1.64%Q3 2018Q1 20207
BlackRock Inc. 610.00%0.00%0.00%Q3 2019Q2 20227
DEUTSCHE BANK AG\ 770.00%0.00%0.00%Q4 2019Q2 20217
Prostatis Group LLC 520.21%1.12%5.60%Q1 2020Q4 20217
Soltis Investment Advisors LLC 770.11%0.16%0.23%Q1 2020Q3 20217
Bruderman Asset Management, LLC 520.10%4.78%14.49%Q1 2020Q4 20217
Vivaldi Capital Management LP 771.21%2.08%3.39%Q1 2022Q3 20237
20/20 Capital Management, Inc. 772.84%4.79%8.02%Q4 2019Q2 20217
Newbridge Financial Services Group, Inc. 410.03%0.05%0.07%Q3 2020Q3 20237
BLODGETT WEALTH ADVISORS, LLC 770.47%0.60%0.69%Q4 2021Q2 20237
Strategic Blueprint, LLC 610.03%0.03%0.05%Q3 2019Q2 20227
Tortoise Investment Management, LLC 770.01%0.01%0.01%Q4 2018Q2 20207
REDW Wealth LLC 770.10%0.31%0.54%Q1 2022Q3 20237
INNEALTA CAPITAL, LLC 770.33%0.77%1.32%Q3 2021Q1 20237
Peterson Financial Group, Inc. 770.21%0.28%0.50%Q1 2022Q3 20237
Commonwealth Equity Services, Inc 770.01%0.01%0.01%Q1 2016Q3 20177
Good Life Advisors, LLC 520.15%0.20%0.23%Q2 2021Q3 20237
Main Street Financial Solutions, LLC 770.06%0.11%0.20%Q4 2020Q2 20227
Simplicity Wealth,LLC 430.34%2.65%8.61%Q4 2021Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.07%0.23%0.41%Q1 2022Q3 20237
DGS Capital Management, LLC 663.26%3.80%4.71%Q4 2021Q1 20236
Aurora Private Wealth, Inc. 660.10%2.00%2.77%Q1 2020Q2 20216
FirstPurpose Wealth LLC 330.10%0.14%0.19%Q1 2022Q3 20236
Sage Mountain Advisors LLC 410.00%0.00%0.01%Q1 2021Q3 20236
FORVIS Wealth Advisors, LLC 660.02%0.02%0.04%Q2 2022Q3 20236
Cardinal Strategic Wealth Guidance 660.10%0.12%0.15%Q2 2022Q3 20236
Cetera Advisors LLC 410.00%0.02%0.04%Q4 2017Q3 20236
Frontier Wealth Management LLC 660.00%0.01%0.02%Q1 2021Q2 20226
M&T BANK CORP 660.00%0.01%0.02%Q2 2022Q3 20236
STANSBERRY ASSET MANAGEMENT, LLC 660.58%0.80%1.13%Q2 2019Q3 20206
Arkadios Wealth Advisors 660.00%0.07%0.18%Q2 2020Q3 20216
PFG Advisors 330.02%0.12%0.36%Q2 2019Q2 20236
JFS WEALTH ADVISORS, LLC 510.00%0.01%0.06%Q3 2018Q4 20216
KCS Wealth Advisory 660.10%0.58%1.98%Q2 2022Q3 20236
ARCADIA INVESTMENT MANAGEMENT CORP/MI 660.01%0.01%0.01%Q2 2017Q3 20186
PRIVATE TRUST CO NA 660.06%0.10%0.14%Q2 2022Q3 20236
Brendel Financial Advisors LLC 660.52%1.05%2.11%Q2 2021Q3 20226
Graypoint LLC 660.02%0.10%0.23%Q3 2020Q4 20216
MFA WEALTH ADVISORS, LLC 660.94%9.39%12.49%Q2 2022Q3 20236
Midwest Wealth Management Inc. 660.20%0.30%0.47%Q4 2020Q1 20226
Financial Architects, Inc 660.01%0.04%0.05%Q3 2019Q4 20206
BOKF, NA 510.00%0.01%0.02%Q3 2019Q3 20216
Paulson Wealth Management Inc. 660.22%0.58%0.74%Q4 2018Q1 20206
ALESCO ADVISORS LLC 660.32%0.50%0.68%Q4 2018Q1 20206
WRAPMANAGER INC 510.51%0.68%0.74%Q4 2018Q3 20236
Savior LLC 410.01%0.05%0.11%Q1 2020Q3 20226
KWB Wealth 660.22%0.28%0.35%Q2 2022Q3 20236
Eldridge Investment Advisors, Inc. 310.12%0.62%1.47%Q4 2019Q3 20236
Bank of New York Mellon Corp 310.00%0.00%0.00%Q2 2017Q3 20236
JT Stratford LLC 660.92%3.05%5.09%Q2 2022Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.01%0.01%0.01%Q2 2021Q4 20226
Arlington Financial Advisors, LLC 660.15%0.20%0.28%Q1 2019Q2 20206
Vanguard Personalized Indexing Management, LLC 410.02%0.07%0.25%Q1 2020Q2 20226
Pinnacle Advisory Group, Inc. 660.41%0.61%0.94%Q4 2018Q1 20206
TrueWealth Advisors, LLC 660.11%0.24%0.31%Q4 2021Q1 20236
EVERGREEN CAPITAL MANAGEMENT LLC 660.07%2.51%3.78%Q2 2022Q3 20236
Marietta Wealth Management, LLC 660.60%1.04%2.02%Q4 2016Q1 20186
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
VALLEY WEALTH MANAGERS, INC. 660.01%0.01%0.02%Q2 2022Q3 20236
Ruggie Capital Group 660.41%3.91%7.88%Q2 2018Q3 20196
Tradewinds Capital Management, LLC 420.00%0.00%0.00%Q1 2021Q4 20226
USA FINANCIAL FORMULAS 660.00%0.29%0.86%Q3 2019Q4 20206
CREDIT SUISSE AG/ 550.00%0.00%0.00%Q4 2017Q4 20185
Clear Perspectives Financial Planning, LLC 550.05%0.14%0.22%Q4 2020Q4 20215
Wescott Financial Advisory Group, LLC 551.59%2.10%2.58%Q3 2022Q3 20235
Rinkey Investments 551.26%2.42%4.02%Q3 2022Q3 20235
Strategic Asset Management, LLC 550.15%0.56%0.99%Q3 2021Q3 20225
McNaughton Wealth Management, LLC 550.21%1.55%2.18%Q4 2019Q4 20205
IMC-Chicago, LLC 310.00%0.00%0.01%Q4 2019Q2 20225
Sequoia Financial Advisors, LLC 550.01%0.02%0.05%Q2 2020Q2 20215
QUEST CAPITAL MANAGEMENT INC /ADV 550.05%0.06%0.07%Q3 2020Q3 20215
PEAPACK GLADSTONE FINANCIAL CORP 550.01%0.02%0.02%Q3 2022Q3 20235
Aspire Private Capital, LLC 210.00%0.21%0.54%Q2 2020Q3 20235
Golden State Wealth Management, LLC 310.00%0.20%0.86%Q1 2019Q3 20205
HRT FINANCIAL LP 320.01%0.02%0.02%Q1 2022Q2 20235
FWL INVESTMENT MANAGEMENT, LLC 550.03%0.15%0.26%Q3 2022Q3 20235
WHITTIER TRUST CO OF NEVADA INC 550.00%0.00%0.00%Q3 2022Q3 20235
Vestmark Advisory Solutions, Inc. 320.06%0.17%0.28%Q1 2022Q3 20235
Falcon Wealth Planning 550.04%0.06%0.09%Q2 2022Q2 20235
SMI Advisory Services, LLC 410.26%0.28%0.32%Q2 2022Q3 20235
Golden Green, Inc. 550.28%0.34%0.39%Q3 2022Q3 20235
ACCURATE INVESTMENT SOLUTIONS, INC. 550.01%0.01%0.01%Q1 2019Q1 20205
Connective Portfolio Management, LLC 551.84%2.83%5.25%Q3 2022Q3 20235
Cornerstone Wealth Management, LLC 410.02%0.03%0.05%Q4 2021Q1 20235
VisionPoint Advisory Group, LLC 550.12%0.34%0.60%Q3 2022Q3 20235
FINANCIAL CONSULATE, INC 550.26%0.32%0.36%Q1 2018Q1 20195
MSI Financial Services Inc 550.00%0.00%0.01%Q4 2015Q4 20165
BERKSHIRE ASSET MANAGEMENT LLC/PA 410.04%0.11%0.15%Q2 2018Q3 20195
Larson Financial Group LLC 550.05%0.07%0.10%Q3 2022Q3 20235
CoreCap Advisors, LLC 550.07%0.09%0.12%Q4 2021Q4 20225
GM Advisory Group, LLC 553.90%5.54%6.43%Q3 2022Q3 20235
Total Clarity Wealth Management, Inc. 210.01%0.02%0.03%Q4 2019Q2 20225
Advocacy Wealth Management Services, LLC 550.04%0.06%0.09%Q3 2022Q3 20235
MANUFACTURERS LIFE INSURANCE COMPANY, THE 550.00%0.00%0.00%Q2 2017Q2 20185
HARBOR INVESTMENT ADVISORY, LLC 550.00%0.00%0.00%Q3 2020Q3 20215
Hayden Royal, LLC 210.20%0.22%0.24%Q4 2019Q2 20215
1620 INVESTMENT ADVISORS, INC. 550.52%1.50%1.97%Q3 2022Q3 20235
Trilogy Capital Inc. 550.32%0.49%0.57%Q3 2022Q3 20235
PECAUT & CO. 410.03%0.05%0.09%Q4 2021Q3 20235
PRUDENTIAL FINANCIAL INC 550.00%0.00%0.00%Q3 2022Q3 20235
Continuum Advisory, LLC 550.07%0.09%0.11%Q3 2022Q3 20235
Balentine LLC 550.00%0.61%2.37%Q3 2022Q3 20235
THEORY FINANCIAL LLC 412.83%4.45%6.01%Q2 2022Q3 20235
BEAM WEALTH ADVISORS, INC. 550.20%0.23%0.24%Q3 2020Q3 20215
Brio Consultants, LLC 550.09%0.12%0.16%Q4 2018Q4 20195
3EDGE Asset Management, LP 550.06%0.07%0.08%Q3 2022Q3 20235
Wealthcare Advisory Partners LLC 410.00%0.03%0.04%Q1 2021Q3 20235
COWA, LLC 550.03%0.09%0.14%Q4 2020Q4 20215
Gladstone Institutional Advisory LLC 550.54%0.61%0.74%Q3 2022Q3 20235
Private Advisory Group LLC 410.60%1.19%1.99%Q4 2016Q1 20185
Redwood Investment Management, LLC 551.35%2.48%5.34%Q1 2020Q1 20215
IFC Holdings Incorporated/FL 550.02%0.02%0.02%Q4 2016Q4 20175
HORIZON FINANCIAL SERVICES, LLC 440.76%3.11%6.05%Q4 2021Q3 20224
Meridian Financial Partners LLC 443.56%5.44%6.98%Q4 2022Q3 20234
FORBES J M & CO LLP 440.03%0.04%0.05%Q1 2020Q4 20204
SEI INVESTMENTS CO 210.00%0.00%0.00%Q4 2016Q2 20184
Squar Milner Financial Services LLC 440.03%0.60%1.22%Q3 2019Q2 20204
WJ Wealth Management, LLC 311.22%1.81%3.54%Q2 2020Q3 20234
Royal Fund Management, LLC 220.00%0.21%0.79%Q4 2018Q4 20194
KESTRA PRIVATE WEALTH SERVICES, LLC 440.02%0.06%0.11%Q4 2022Q3 20234
Tilson Financial Group, Inc. 4411.27%14.71%23.96%Q4 2022Q3 20234
Altiora Financial Group, LLC 441.79%2.07%2.61%Q4 2022Q3 20234
RIDGECREST WEALTH PARTNERS, LLC 440.29%0.39%0.57%Q1 2021Q4 20214
Vise Technologies, Inc. 440.10%0.10%0.11%Q4 2022Q3 20234
EXANE DERIVATIVES 440.04%0.04%0.04%Q2 2021Q1 20224
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q2 2020Q1 20234
Csenge Advisory Group 440.53%0.96%1.24%Q2 2021Q1 20224
BKS ADVISORS, LLC 440.07%0.09%0.10%Q2 2018Q1 20194
FIFTH THIRD BANCORP 440.00%0.00%0.00%Q4 2020Q3 20214
Mach-1 Financial Group, LLC 220.16%2.37%6.65%Q1 2021Q3 20234
Clear Perspective Advisors, LLC 440.31%4.61%6.48%Q1 2020Q4 20204
Plante Moran Financial Advisors, LLC 310.00%0.00%0.01%Q2 2020Q1 20234
Professional Financial Advisors, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
StrategIQ Financial Group, LLC 440.39%0.59%0.65%Q4 2022Q3 20234
Allianz Asset Management GmbH 440.00%0.00%0.00%Q4 2018Q3 20194
Colonial Trust Co / SC 440.00%0.00%0.01%Q4 2022Q3 20234
Kohmann Bosshard Financial Services, LLC 440.17%0.19%0.20%Q4 2022Q3 20234
Treasure Coast Financial Planning 440.16%3.58%6.70%Q4 2022Q3 20234
Cassady Schiller Wealth Management, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Evensky & Katz LLC 440.02%0.10%0.24%Q4 2022Q3 20234
AGF INVESTMENTS INC. 440.00%0.01%0.01%Q3 2015Q2 20164
Capstone Financial Group, Inc. 440.86%1.57%2.25%Q4 2019Q3 20204
Model Capital Management LLC 4482.96%84.25%84.70%Q2 2021Q1 20224
STUDIO INVESTMENT MANAGEMENT LLC 440.06%1.03%1.98%Q1 2022Q4 20224
SIENA CAPITAL LLC 442.79%2.99%3.23%Q4 2021Q3 20224
ACUTE INVESTMENT ADVISORY, LLC 440.42%0.90%1.60%Q4 2021Q3 20224
Concord Wealth Partners 440.01%0.31%0.81%Q4 2022Q3 20234
Wealth Advisors of Iowa, LLC 440.40%9.03%25.16%Q1 2022Q4 20224
CNB Bank 440.02%0.03%0.03%Q1 2022Q4 20224
ETF Portfolio Partners, Inc. 440.77%0.88%0.98%Q2 2022Q1 20234
Vertex Planning Partners, LLC 440.18%0.20%0.22%Q4 2022Q3 20234
Occidental Asset Management, LLC 310.14%0.19%0.23%Q2 2018Q3 20194
Astoria Portfolio Advisors LLC. 441.00%1.21%1.37%Q4 2022Q3 20234
MCF Advisors LLC 310.00%0.00%0.00%Q4 2017Q4 20194
Money Design Co.,Ltd. 440.07%0.22%0.36%Q4 2022Q3 20234
Carr Financial Group Corp 440.08%0.09%0.11%Q4 2022Q3 20234
Lowe Wealth Advisors, LLC 440.25%1.76%3.32%Q1 2023Q4 20234
Coulter & Justus Financial Services, LLC 440.92%7.01%9.98%Q4 2022Q3 20234
Glovista Investments LLC 440.28%1.85%3.72%Q1 2020Q4 20204
CONGRESS ASSET MANAGEMENT CO /MA 440.01%0.01%0.01%Q2 2019Q1 20204
U.S. Capital Wealth Advisors, LLC 440.00%0.01%0.01%Q1 2022Q4 20224
SIMPLEX TRADING, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
WASHINGTON TRUST Co 440.00%0.00%0.00%Q4 2022Q3 20234
Blue Trust, Inc. 310.00%0.01%0.02%Q2 2022Q3 20234
Beacon Capital Management, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
PINNACLE FINANCIAL PARTNERS INC 440.05%0.06%0.07%Q4 2022Q3 20234
Regal Investment Advisors LLC 310.02%0.02%0.02%Q4 2020Q4 20214
Dynamic Advisor Solutions LLC 330.04%0.06%0.07%Q2 2022Q4 20223
FDx Advisors, Inc. 330.01%0.02%0.02%Q4 2016Q2 20173
Richard Bernstein Advisors LLC 332.42%2.44%2.45%Q1 2023Q3 20233
Pasadena Private Wealth, LLC 210.31%0.41%0.55%Q1 2020Q1 20233
BANK OF NOVA SCOTIA 330.08%0.08%0.09%Q1 2023Q3 20233
LINCOLN NATIONAL CORP 330.00%0.00%0.01%Q1 2023Q3 20233
Financial Gravity Asset Management, Inc. 330.00%0.07%0.16%Q1 2023Q3 20233
Virtu KCG Holdings LLC 330.01%0.03%0.06%Q4 2016Q2 20173
Prime Capital Investment Advisors, LLC 210.07%0.12%0.20%Q4 2022Q3 20233
Venturi Wealth Management, LLC 110.00%0.01%0.02%Q4 2020Q3 20233
Virtu Financial LLC 210.02%0.07%0.10%Q3 2017Q1 20193
COMERICA SECURITIES,INC. 330.05%0.05%0.06%Q2 2020Q4 20203
TrinityPoint Wealth, LLC 330.08%0.09%0.09%Q1 2023Q3 20233
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 333.03%3.24%3.51%Q1 2023Q3 20233
PERSONAL CFO SOLUTIONS, LLC 210.06%0.38%1.01%Q1 2020Q3 20223
Global Wealth Management Investment Advisory, Inc. 210.00%0.01%0.01%Q3 2020Q2 20223
Prosperity Wealth Management, Inc. 330.15%0.17%0.20%Q1 2023Q3 20233
Lumbard & Kellner, LLC 210.02%0.15%0.36%Q4 2020Q4 20213
Van Hulzen Asset Management, LLC 330.04%0.05%0.06%Q1 2020Q3 20203
Morton Brown Family Wealth, LLC 210.01%0.01%0.01%Q4 2021Q1 20233
Fisher Asset Management, LLC 330.59%0.62%0.67%Q1 2023Q3 20233
Capital Wealth Alliance, LLC 330.26%0.32%0.37%Q2 2020Q4 20203
Destiny Capital Corp/CO 3315.33%17.00%18.06%Q4 2022Q2 20233
Advisor Resource Council 110.13%0.70%1.30%Q2 2021Q2 20223
Tower Research Capital LLC (TRC) 330.00%0.00%0.00%Q4 2018Q2 20193
Marshall Financial Group LLC 330.11%0.17%0.21%Q1 2023Q3 20233
Canal Capital Management, LLC 330.04%0.29%0.43%Q1 2023Q3 20233
PROVENCE WEALTH MANAGEMENT GROUP 330.51%0.55%0.60%Q1 2023Q3 20233
ATTICUS WEALTH MANAGEMENT, LLC 330.02%0.11%0.30%Q1 2023Q3 20233
Prestige Wealth Management Group LLC 330.02%0.09%0.23%Q2 2020Q4 20203
Key FInancial Inc 330.00%0.01%0.01%Q1 2023Q3 20233
Summit Financial, LLC 330.04%0.06%0.08%Q3 2022Q1 20233
Householder Group Estate & Retirement Specialist, LLC 110.01%0.26%0.75%Q3 2022Q3 20233
Matisse Capital 330.16%0.29%0.40%Q3 2021Q1 20223
Guidant Wealth Advisors 330.04%0.04%0.04%Q1 2019Q3 20193
WOLFF WIESE MAGANA LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Capitol Family Office, Inc. 3321.46%28.19%36.90%Q1 2022Q3 20223
AdvicePeriod, LLC 330.06%0.07%0.08%Q3 2019Q1 20203
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 330.06%0.06%0.07%Q1 2023Q3 20233
Wealthspire Advisors, L.P. 210.00%0.00%0.00%Q2 2016Q1 20193
Mayfair Advisory Group, LLC 330.58%0.72%0.84%Q1 2023Q3 20233
Jacobi Capital Management LLC 210.00%0.00%0.01%Q1 2020Q3 20213
O'Dell Group, LLC 210.03%0.03%0.03%Q2 2022Q2 20233
Bogart Wealth, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Landsberg, Bennett, & Dubbaneh LLC 331.09%1.39%1.98%Q1 2020Q3 20203
Asset Dedication, LLC 330.01%0.02%0.05%Q3 2018Q1 20193
GREAT VALLEY ADVISOR GROUP, INC. 330.04%0.07%0.13%Q1 2021Q3 20213
JAMES INVESTMENT RESEARCH INC 330.02%0.03%0.04%Q1 2022Q3 20223
Koshinski Asset Management, Inc. 330.01%0.01%0.02%Q3 2021Q1 20223
PATRON PARTNERS, LLC 330.33%0.35%0.36%Q1 2023Q3 20233
Hedeker Wealth, LLC 330.97%1.09%1.21%Q2 2021Q4 20213
ICA Group Wealth Management, LLC 330.04%0.10%0.14%Q4 2022Q2 20233
HEADINVEST, LLC 210.03%0.07%0.10%Q4 2020Q3 20233
Foundations Investment Advisors, LLC 330.01%0.02%0.03%Q1 2023Q3 20233
OLD MISSION CAPITAL LLC 110.01%0.01%0.02%Q1 2022Q3 20233
Farther Finance Advisors, LLC 330.00%0.00%0.01%Q4 2022Q2 20233
McElhenny Sheffield Capital Management, LLC 210.00%0.05%0.08%Q4 2021Q4 20223
Bluesphere Advisors, LLC 331.39%1.61%1.77%Q4 2022Q2 20233
Alaska Wealth Advisors 330.00%0.00%0.00%Q1 2023Q3 20233
BINGHAM OSBORN & SCARBOROUGH LLC 330.03%0.05%0.07%Q1 2021Q3 20213
BNP PARIBAS FINANCIAL MARKETS 330.00%0.00%0.00%Q4 2021Q2 20223
KING LUTHER CAPITAL MANAGEMENT CORP 330.01%0.01%0.01%Q1 2023Q3 20233
CULLEN/FROST BANKERS, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Selway Asset Management 330.49%1.52%2.22%Q3 2022Q1 20233
Trexquant Investment LP 210.02%0.02%0.04%Q2 2020Q2 20233
Astor Investment Management LLC 330.00%3.29%5.64%Q2 2020Q4 20203
BAINCO INTERNATIONAL INVESTORS 330.34%0.42%0.46%Q2 2020Q4 20203
Cardan Capital Partners, LLC 331.18%1.56%1.85%Q2 2020Q4 20203
Strategic Financial Concepts, LLC 330.81%1.05%1.45%Q1 2023Q3 20233
Santori & Peters, Inc. 330.24%0.57%0.84%Q2 2021Q4 20213
WealthOne, LLC 210.01%0.13%0.20%Q4 2018Q3 20213
TRANSCEND CAPITAL ADVISORS, LLC 330.18%0.18%0.20%Q1 2023Q3 20233
Hikari Power Ltd 331.17%1.24%1.34%Q3 2019Q1 20203
Dixon Hughes Goodman Wealth Advisors LLC 220.26%0.30%0.34%Q4 2021Q1 20222
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.01%Q4 2021Q3 20222
Physician Wealth Advisors, Inc. 220.11%0.11%0.12%Q3 2019Q4 20192
Valeo Financial Advisors, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Anchor Investment Management, LLC 220.00%0.00%0.00%Q3 2023Q4 20232
CARY STREET PARTNERS ASSET MANAGEMENT LLC 220.19%0.23%0.27%Q2 2023Q3 20232
Leelyn Smith, LLC 220.05%0.10%0.14%Q4 2022Q1 20232
Bay Harbor Wealth Management, LLC 220.21%0.23%0.26%Q2 2020Q3 20202
Virtue Capital Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
FIRST HAWAIIAN BANK 220.01%0.01%0.02%Q1 2020Q2 20202
IBEX WEALTH ADVISORS 110.00%0.00%0.01%Q2 2019Q3 20212
Portside Wealth Group, LLC 220.08%0.08%0.08%Q2 2023Q3 20232
Resource Planning Group 110.16%0.31%0.47%Q4 2021Q3 20222
HOWE & RUSLING INC 220.02%0.03%0.04%Q2 2023Q3 20232
Crane Advisory, LLC 2210.04%10.38%10.72%Q1 2023Q2 20232
Impact Partnership Wealth, LLC 220.00%1.23%2.46%Q2 2023Q3 20232
Ground Swell Capital, LLC 220.01%0.01%0.01%Q2 2014Q3 20142
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
Partnervest Advisory Services LLC 220.00%0.00%0.00%Q1 2014Q2 20142
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
SFG Wealth Management, LLC. 110.18%1.65%3.12%Q1 2022Q3 20232
Tyler-Stone Wealth Management 220.02%0.02%0.02%Q2 2023Q3 20232
Barnett & Company, Inc. 220.01%0.04%0.08%Q3 2021Q4 20212
Destination Wealth Management 110.00%0.00%0.00%Q2 2018Q1 20192
Elevated Capital Advisors, LLC 110.51%0.82%1.13%Q1 2019Q2 20202
Gallagher Fiduciary Advisors, LLC 220.03%0.03%0.04%Q1 2023Q2 20232
St. James Investment Company, LLC 220.04%0.05%0.05%Q1 2019Q2 20192
Legacy Wealth Planning, LLC 223.46%3.67%3.88%Q2 2020Q3 20202
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.03%0.04%0.05%Q2 2023Q3 20232
FSB PREMIER WEALTH MANAGEMENT, INC. 220.05%0.24%0.44%Q3 2021Q4 20212
Intrua Financial, LLC 220.08%0.09%0.10%Q1 2021Q2 20212
HHM Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
GODSEY & GIBB, INC 220.00%0.00%0.00%Q2 2022Q3 20222
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2022Q2 20232
Gratus Capital, LLC 220.07%0.16%0.25%Q4 2019Q1 20202
Global Financial Private Capital, Inc 220.01%0.51%1.01%Q1 2020Q2 20202
Peterson Wealth Advisors, LLC 221.30%2.24%3.17%Q4 2017Q1 20182
Hobart Private Capital, LLC 220.10%0.10%0.11%Q1 2023Q2 20232
Procyon Advisors, LLC 220.02%0.02%0.02%Q1 2020Q2 20202
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Waterloo Capital, L.P. 110.12%0.26%0.41%Q1 2020Q2 20232
NEW ENGLAND SECURITIES CORP /MA/ 220.00%0.00%0.00%Q1 2014Q2 20142
V Wealth Advisors LLC 220.08%0.08%0.08%Q1 2023Q2 20232
SALEM INVESTMENT COUNSELORS INC 220.00%0.00%0.00%Q2 2023Q3 20232
SageView Advisory Group, LLC 110.02%0.04%0.05%Q4 2022Q2 20232
GTS SECURITIES LLC 220.07%1.49%2.90%Q2 2023Q3 20232
Freedom Investment Management, Inc. 220.09%0.12%0.14%Q2 2015Q3 20152
VERUS CAPITAL PARTNERS, LLC 220.01%0.04%0.08%Q4 2019Q1 20202
Deane Retirement Strategies, Inc. 223.30%3.34%3.38%Q3 2019Q4 20192
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q1 2021Q4 20212
Allegis Investment Advisors, LLC 220.06%0.06%0.06%Q4 2017Q1 20182
Rockwood Wealth Management, LLC 220.17%0.18%0.18%Q4 2021Q1 20222
Hexagon Capital Partners LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Tidal Investments LLC 110.26%0.37%0.47%Q4 2022Q3 20232
Family Management Corp 220.02%0.03%0.03%Q2 2022Q3 20222
Freestone Capital Holdings, LLC 220.01%0.13%0.26%Q2 2022Q3 20222
GUARDIAN WEALTH ADVISORS, LLC / NC 220.00%0.00%0.00%Q2 2022Q3 20222
Valmark Advisers, Inc. 110.01%0.04%0.06%Q3 2019Q1 20222
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q4 2018Q1 20202
Everhart Financial Group, Inc. 223.87%4.07%4.28%Q4 2022Q1 20232
DB Wealth Management Group, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
KEYSTONE WEALTH PARTNERS 220.19%0.48%0.78%Q4 2020Q1 20212
Strategic Investment Advisors / MI 220.70%0.89%1.07%Q2 2020Q3 20202
FIFTH THIRD SECURITIES, INC. 220.84%1.37%1.90%Q4 2021Q1 20222
BURNEY CO/ 220.01%0.01%0.01%Q4 2022Q1 20232
MONECO Advisors, LLC 220.22%0.23%0.24%Q3 2022Q4 20222
Venture Visionary Partners LLC 110.00%0.02%0.04%Q2 2022Q4 20222
Waverly Advisors, LLC 220.03%0.03%0.04%Q1 2020Q2 20202
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
WAYCROSS PARTNERS, LLC 110.49%0.49%0.49%Q3 2022Q3 20221
Karp Capital Management Corp 110.04%0.04%0.04%Q3 2021Q3 20211
Cassia Capital Partners, LLC 110.24%0.24%0.24%Q3 2021Q3 20211
CarsonAllaria Wealth Management, Ltd. 110.01%0.01%0.01%Q4 2021Q4 20211
Heritage Wealth Advisors 110.00%0.00%0.00%Q1 2023Q1 20231
LAKE STREET ADVISORS GROUP, LLC 110.09%0.09%0.09%Q3 2022Q3 20221
ATLAS CAPITAL ADVISORS LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Northstar Advisory Group, LLC 116.27%6.27%6.27%Q3 2021Q3 20211
Glassman Wealth Services 110.01%0.01%0.01%Q2 2022Q2 20221
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Shilanski & Associates, Inc. 110.23%0.23%0.23%Q1 2020Q1 20201
United Asset Strategies, Inc. 110.05%0.05%0.05%Q2 2019Q2 20191
Anfield Capital Management, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Bison Wealth, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Cape Investment Advisory, Inc. 110.03%0.03%0.03%Q1 2023Q1 20231
FIDUCIARY TRUST INTERNATIONAL LLC 110.25%0.25%0.25%Q4 2018Q4 20181
Redhawk Wealth Advisors, Inc. 112.05%2.05%2.05%Q1 2020Q1 20201
Certified Advisory Corp 110.00%0.00%0.00%Q3 2018Q3 20181
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Ascent Group, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Keystone Financial Group 110.04%0.04%0.04%Q2 2023Q2 20231
Atomi Financial Group, Inc. 110.08%0.08%0.08%Q3 2023Q3 20231
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Headlands Technologies LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Perennial Investment Advisors, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
Crewe Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Kozak & Associates, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Fiduciary Alliance LLC 110.01%0.01%0.01%Q2 2023Q2 20231
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.03%0.03%0.03%Q1 2020Q1 20201
STRINGER ASSET MANAGEMENT, LLC 116.41%6.41%6.41%Q1 2020Q1 20201
Almanack Investment Partners, LLC. 110.20%0.20%0.20%Q4 2022Q4 20221
Austin Wealth Management, LLC 111.71%1.71%1.71%Q3 2023Q3 20231
Jaffetilchin Investment Partners, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Elmwood Wealth Management, Inc. 110.07%0.07%0.07%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Weatherstone Capital Management 111.37%1.37%1.37%Q4 2018Q4 20181
NEW ENGLAND ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Carmichael Hill & Associates, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
KerberRose Wealth Management, LLC 110.54%0.54%0.54%Q2 2022Q2 20221
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Concorde Asset Management, LLC 110.49%0.49%0.49%Q1 2020Q1 20201
Annis Gardner Whiting Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MGO ONE SEVEN LLC 110.02%0.02%0.02%Q4 2018Q4 20181
DESTINY CAPITAL SECURITIES CORPORATION 118.76%8.76%8.76%Q3 2023Q3 20231
CALTON & ASSOCIATES, INC. 110.17%0.17%0.17%Q4 2022Q4 20221
Measured Wealth Private Client Group, LLC 110.04%0.04%0.04%Q3 2018Q3 20181
BerganKDV Wealth Management, LLC 110.69%0.69%0.69%Q4 2022Q4 20221
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Starfox Financial Services, LLC 110.44%0.44%0.44%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
OneAscent Wealth Management LLC 110.80%0.80%0.80%Q1 2023Q1 20231
Donald L. Hagan, LLC 110.65%0.65%0.65%Q4 2021Q4 20211
Betterment LLC 110.00%0.00%0.00%Q4 2022Q4 20221
OneAscent Financial Services LLC 110.14%0.14%0.14%Q2 2020Q2 20201
River Wealth Advisors LLC 110.01%0.01%0.01%Q3 2018Q3 20181
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Wealth Advisory Solutions, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Oder Investment Management, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Level Financial Advisors 110.00%0.00%0.00%Q4 2021Q4 20211
CoreFirst Bank & Trust 110.01%0.01%0.01%Q3 2023Q3 20231
Clark Capital Management Group, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
Perigon Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Buttonwood Financial Group, LLC 111.79%1.79%1.79%Q1 2023Q1 20231
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q3 2023Q3 20231
TMD Wealth Management, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.02%0.02%0.02%Q2 2020Q2 20201
Selective Wealth Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
WASHINGTON CAPITAL MANAGEMENT, INC 110.22%0.22%0.22%Q2 2023Q2 20231
WFG Advisors, LP 110.00%0.00%0.00%Q4 2014Q4 20141
Highland Private Wealth Management 110.60%0.60%0.60%Q1 2018Q1 20181
Arete Wealth Advisors, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Executive Wealth Management, LLC 110.16%0.16%0.16%Q2 2022Q2 20221
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Gleason Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Sugarloaf Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Beacon Pointe Advisors, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Heritage Financial Services, LLC 110.31%0.31%0.31%Q4 2021Q4 20211
J Arnold Wealth Management Co 110.06%0.06%0.06%Q4 2019Q4 20191
JEPPSON WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
ST GERMAIN D J CO INC 110.11%0.11%0.11%Q4 2023Q4 20231
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Darwin Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Prospera Financial Services Inc 110.01%0.01%0.01%Q3 2023Q3 20231
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Lee Financial Co 110.00%0.00%0.00%Q3 2023Q3 20231
Clarity Financial LLC 110.04%0.04%0.04%Q2 2023Q2 20231
NBC SECURITIES, INC. 110.08%0.08%0.08%Q3 2023Q3 20231
Register Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
First Trust Bank, Ltd. 1166.15%66.15%66.15%Q3 2023Q3 20231
NATIONAL BANK OF CANADA /FI/ 110.02%0.02%0.02%Q3 2023Q3 20231
Fortis Group Advisors, LLC 113.14%3.14%3.14%Q3 2020Q3 20201
Firsthand Capital Management, Inc. 112.81%2.81%2.81%Q3 2016Q3 20161
BAKER TILLY WEALTH MANAGEMENT, LLC 110.66%0.66%0.66%Q4 2020Q4 20201
Financial Insights, Inc. 110.12%0.12%0.12%Q2 2020Q2 20201
COLLECTIVE FAMILY OFFICE LLC 110.49%0.49%0.49%Q1 2021Q1 20211
Compass Ion Advisors, LLC 1111.19%11.19%11.19%Q1 2020Q1 20201
Team Financial Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Allred Capital Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
BARCLAYS PLC 110.00%0.00%0.00%Q3 2014Q3 20141
LexAurum Advisors, LLC 110.15%0.15%0.15%Q1 2020Q1 20201
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
O'Brien Wealth Partners LLC 112.66%2.66%2.66%Q3 2023Q3 20231
Fusion Family Wealth LLC 110.06%0.06%0.06%Q2 2023Q2 20231
TCI Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
GoalVest Advisory LLC 110.00%0.00%0.00%Q4 2020Q4 20201
LEVEL FOUR FINANCIAL, LLC 110.33%0.33%0.33%Q4 2020Q4 20201
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Chicago Partners Investment Group LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Horan Capital Advisors, LLC. 110.03%0.03%0.03%Q3 2020Q3 20201
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
WealthPLAN Partners, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
BCGM Wealth Management, LLC 110.25%0.25%0.25%Q4 2020Q4 20201
McKinley Carter Wealth Services, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
LOWERY THOMAS, LLC 110.31%0.31%0.31%Q2 2022Q2 20221
American Financial Network Advisory Services LLC 112.88%2.88%2.88%Q3 2019Q3 20191
SG Americas Securities, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Sandy Spring Bank 110.00%0.00%0.00%Q2 2023Q2 20231
STEPHENS GROUP ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Sound Income Strategies, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2021Q3 20211
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.17%0.17%0.17%Q1 2019Q1 20191
CGN Advisors LLC 110.03%0.03%0.03%Q4 2023Q4 20231
Sigma Planning Corp 110.01%0.01%0.01%Q2 2020Q2 20201
Latitude Advisors, LLC 110.42%0.42%0.42%Q1 2023Q1 20231
Westside Investment Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
ROMANO BROTHERS AND COMPANY 110.27%0.27%0.27%Q3 2023Q3 20231
EP Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Leicht Financial Planning & Wealth Management, Inc. 110.80%0.80%0.80%Q1 2020Q1 20201
ZACKS INVESTMENT MANAGEMENT 110.03%0.03%0.03%Q1 2020Q1 20201
TSFG, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Advisor OS, LLC 110.13%0.13%0.13%Q2 2020Q2 20201
Blue Sky Asset Management, LLC 110.31%0.31%0.31%Q4 2019Q4 20191
Risk Paradigm Group, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
55I, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
OPPENHEIMER & CO INC 110.01%0.01%0.01%Q1 2023Q1 20231
Apollon Wealth Management, LLC 110.11%0.11%0.11%Q2 2022Q2 20221
WOODMONT INVESTMENT COUNSEL LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Ten Capital Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
US FINANCIAL ADVISORS, LLC 111.32%1.32%1.32%Q3 2023Q3 20231
Stonebridge Capital Advisors LLC 110.01%0.01%0.01%Q1 2023Q1 20231
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Acropolis Investment Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2021Q4 20211
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Annapolis Financial Services, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Corient Private Wealth LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Motley Fool Wealth Management, LLC 112.08%2.08%2.08%Q3 2023Q3 20231
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Menard Financial Group LLC 1113.24%13.24%13.24%Q1 2020Q1 20201
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Castle Rock Wealth Management, LLC 113.06%3.06%3.06%Q1 2023Q1 20231
External links

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