| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| UBS Group AG | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 22 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
| BANK OF AMERICA CORP /DE/ | 20 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 21 |
| MORGAN STANLEY | 13 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
| Tower Research Capital LLC (TRC) | 16 | 16 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q3 2022 | 16 |
| OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
| LPL Financial LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 15 |
| ROYAL BANK OF CANADA | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 14 |
| Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
| Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
| Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 13 |
| Advisor Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2019 | 12 |
| JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2020 | 11 |
| RPg Family Wealth Advisory, LLC | 4 | 3 | 0.01% | 0.12% | 0.16% | Q2 2020 | Q1 2022 | 7 |
| BANK OF MONTREAL /CAN/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 6 |
| GOLDMAN SACHS GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 6 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q4 2019 | 5 |
| CITIGROUP INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 3.45% | 3.91% | 4.64% | Q2 2018 | Q1 2019 | 4 |
| Ahrens Investment Partners LLC | 2 | 1 | 0.07% | 0.10% | 0.11% | Q1 2019 | Q4 2021 | 4 |
| TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
| FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 3 |
| TELEMUS CAPITAL, LLC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q4 2022 | 3 |
| Janney Montgomery Scott LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
| Wealthfront Advisers LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| JPMORGAN CHASE & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
| Rockefeller Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
| Executive Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
| Fulcrum Equity Management | 1 | 1 | 0.12% | 0.59% | 1.07% | Q2 2020 | Q1 2021 | 2 |
| CreativeOne Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q2 2023 | 2 |
| CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 2 |
| AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
| Bogart Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
| MML INVESTORS SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
| US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
| Venture Visionary Partners LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
| IFP Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
| ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
| Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
| Guardian Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
| Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
| DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
| Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
| Brookstone Capital Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2018 | Q3 2018 | 1 |
| DB Wealth Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
| Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
| Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
| Foundations Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
| NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2020 | Q2 2020 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.