SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 13130.00%0.00%0.00%Q3 2020Q3 202313
Citadel Advisors 930.00%0.00%0.00%Q3 2020Q3 202312
OSAIC HOLDINGS, INC. 12120.00%0.03%0.12%Q4 2020Q3 202312
JANE STREET GROUP, LLC 830.00%0.00%0.03%Q4 2020Q3 202311
SUSQUEHANNA INTERNATIONAL GROUP, LLP 520.00%0.00%0.00%Q4 2021Q3 20237
UBS Group AG 320.00%0.00%0.00%Q3 2021Q3 20237
Atria Investments, Inc 770.02%0.07%0.13%Q1 2022Q3 20237
ROYAL BANK OF CANADA 510.00%0.01%0.01%Q1 2021Q3 20236
Global Retirement Partners, LLC 660.01%0.01%0.03%Q2 2022Q3 20236
Cetera Advisor Networks LLC 550.03%0.05%0.08%Q3 2022Q3 20235
MCF Advisors LLC 550.02%0.07%0.18%Q3 2022Q3 20235
Raymond James Financial Services Advisors, Inc. 550.00%0.01%0.02%Q3 2022Q3 20235
NewEdge Advisors, LLC 550.08%0.11%0.18%Q3 2022Q3 20235
BANK OF AMERICA CORP /DE/ 550.00%0.01%0.02%Q3 2022Q3 20235
Castleview Partners, LLC 550.36%0.67%0.84%Q3 2022Q3 20235
CWA Asset Management Group, LLC 440.26%0.83%1.22%Q4 2022Q3 20234
TOWNSQUARE CAPITAL LLC 440.03%0.04%0.06%Q4 2022Q3 20234
True Wealth Design, LLC 440.27%0.43%0.55%Q4 2022Q3 20234
Rockefeller Capital Management L.P. 440.01%0.01%0.01%Q4 2022Q3 20234
Orion Portfolio Solutions, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Renaissance Technologies 440.02%0.05%0.08%Q4 2022Q3 20234
MORGAN STANLEY 440.00%0.00%0.00%Q4 2022Q3 20234
ENVESTNET ASSET MANAGEMENT INC 440.00%0.01%0.02%Q4 2022Q3 20234
VALLEY NATIONAL ADVISERS INC 440.01%0.01%0.01%Q4 2022Q3 20234
Jacobi Capital Management LLC 440.10%0.20%0.29%Q4 2022Q3 20234
Onyx Bridge Wealth Group LLC 440.24%0.55%0.77%Q4 2022Q3 20234
MML INVESTORS SERVICES, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Asset Dedication, LLC 440.01%0.06%0.13%Q4 2022Q3 20234
LPL Financial LLC 440.03%0.07%0.09%Q4 2022Q3 20234
Private Advisor Group, LLC 440.00%0.04%0.07%Q4 2022Q3 20234
Choate Investment Advisors 440.34%1.26%3.13%Q4 2022Q3 20234
Integrated Wealth Concepts LLC 440.09%0.11%0.13%Q4 2022Q3 20234
CENTAURUS FINANCIAL, INC. 440.14%0.66%0.90%Q4 2022Q3 20234
COMMONWEALTH EQUITY SERVICES, LLC 440.01%0.03%0.04%Q4 2022Q3 20234
Kestra Advisory Services, LLC 440.01%0.03%0.06%Q4 2022Q3 20234
RAYMOND JAMES & ASSOCIATES 440.00%0.01%0.01%Q4 2022Q3 20234
Values First Advisors, Inc. 444.11%4.40%4.76%Q4 2022Q3 20234
STAPP WEALTH MANAGEMENT, PLLC 220.74%8.42%17.19%Q3 2022Q3 20234
IFP Advisors, Inc 440.11%0.13%0.15%Q4 2022Q3 20234
Kohmann Bosshard Financial Services, LLC 440.18%0.21%0.23%Q4 2022Q3 20234
Kelman-Lazarov, Inc. 443.46%3.53%3.57%Q4 2022Q3 20234
PARSONS CAPITAL MANAGEMENT INC/RI 440.11%0.11%0.12%Q4 2022Q3 20234
Worth Asset Management, LLC 440.07%0.26%0.34%Q4 2022Q3 20234
CWM, LLC 440.30%0.69%0.92%Q4 2022Q3 20234
Altiora Financial Group, LLC 441.64%3.66%5.80%Q4 2022Q3 20234
Dakota Wealth Management 440.69%1.06%1.42%Q4 2022Q3 20234
FLOW TRADERS U.S. LLC 310.02%0.03%0.04%Q2 2021Q3 20234
DB Wealth Management Group, LLC 441.98%2.03%2.10%Q4 2022Q3 20234
WJ Wealth Management, LLC 440.56%1.23%1.54%Q4 2022Q3 20234
Cetera Investment Advisers 440.01%0.01%0.02%Q4 2022Q3 20234
Wealthcare Advisory Partners LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Private Portfolio Partners LLC 440.08%0.39%0.64%Q4 2022Q3 20234
SHEETS SMITH WEALTH MANAGEMENT 440.08%0.16%0.19%Q4 2022Q3 20234
Stratos Wealth Partners, LTD. 440.06%0.11%0.23%Q4 2022Q3 20234
TMD Wealth Management, LLC 334.80%9.09%11.58%Q1 2023Q3 20233
Allworth Financial LP 330.00%0.00%0.00%Q1 2023Q3 20233
Waterloo Capital, L.P. 330.06%0.09%0.14%Q1 2023Q3 20233
AMERIPRISE FINANCIAL INC 330.00%0.01%0.02%Q1 2023Q3 20233
Vertex Planning Partners, LLC 330.15%0.17%0.19%Q1 2023Q3 20233
GREAT VALLEY ADVISOR GROUP, INC. 210.01%0.05%0.12%Q4 2022Q3 20233
Cambridge Investment Research Advisors, Inc. 330.01%0.01%0.02%Q1 2023Q3 20233
MONECO Advisors, LLC 330.11%0.13%0.16%Q1 2023Q3 20233
Farther Finance Advisors, LLC 330.02%0.02%0.04%Q1 2023Q3 20233
Waverly Advisors, LLC 330.34%0.43%0.54%Q1 2023Q3 20233
AlphaCore Capital LLC 331.73%2.02%2.37%Q1 2023Q3 20233
Janney Montgomery Scott LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Stratos Wealth Advisors, LLC 330.16%0.16%0.17%Q1 2023Q3 20233
Spire Wealth Management 330.00%0.00%0.00%Q1 2023Q3 20233
LAKE STREET ADVISORS GROUP, LLC 330.28%0.43%0.67%Q1 2023Q3 20233
FLAGSHIP HARBOR ADVISORS, LLC 330.13%0.54%1.34%Q1 2023Q3 20233
Equitable Holdings, Inc. 330.10%0.12%0.17%Q1 2023Q3 20233
Belpointe Asset Management LLC 330.32%0.52%0.65%Q1 2023Q3 20233
Belvedere Trading LLC 220.00%0.00%0.00%Q1 2023Q2 20233
Delos Wealth Advisors, LLC 3314.94%15.44%15.95%Q1 2023Q3 20233
OneAscent Wealth Management LLC 330.83%0.97%1.10%Q1 2023Q3 20233
Keystone Financial Group 210.10%0.11%0.14%Q4 2022Q3 20233
PRIVATE TRUST CO NA 330.01%0.03%0.08%Q1 2023Q3 20233
Waldron Private Wealth LLC 331.12%1.13%1.15%Q1 2023Q3 20233
Kingfisher Capital LLC 331.39%1.40%1.42%Q1 2023Q3 20233
TRUIST FINANCIAL CORP 330.01%0.01%0.02%Q1 2023Q3 20233
Pekin Hardy Strauss, Inc. 330.06%0.10%0.12%Q1 2023Q3 20233
THRIVENT FINANCIAL FOR LUTHERANS 330.01%0.01%0.01%Q1 2023Q3 20233
Parallel Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Shepherd Financial Partners LLC 330.07%0.07%0.08%Q1 2023Q3 20233
BCGM Wealth Management, LLC 330.40%0.46%0.50%Q3 2022Q1 20233
AJ WEALTH STRATEGIES, LLC 333.28%3.38%3.46%Q4 2022Q2 20233
STUDIO INVESTMENT MANAGEMENT LLC 330.01%0.53%0.90%Q1 2023Q3 20233
Treasure Coast Financial Planning 330.71%5.11%7.47%Q1 2023Q3 20233
Destination Wealth Management 330.01%0.01%0.01%Q1 2023Q3 20233
Mutual Advisors, LLC 330.01%0.02%0.02%Q4 2022Q2 20233
Financial Advocates Investment Management 330.16%0.29%0.41%Q1 2023Q3 20233
Anson Capital, Inc. 330.39%1.16%1.77%Q1 2023Q3 20233
Atria Wealth Solutions, Inc. 330.00%0.01%0.02%Q1 2023Q3 20233
Epoch Investment Partners, Inc. 330.03%0.07%0.09%Q1 2023Q3 20233
WOLVERINE TRADING, LLC 220.00%0.00%0.00%Q1 2023Q2 20233
Alpha Financial Partners, LLC 330.96%2.07%2.96%Q1 2023Q3 20233
EP Wealth Advisors, LLC 330.12%0.20%0.33%Q1 2023Q3 20233
ST GERMAIN D J CO INC 330.01%0.19%0.30%Q2 2023Q4 20233
AE Wealth Management LLC 330.00%0.01%0.03%Q1 2023Q3 20233
Beacon Capital Management, Inc. 330.45%0.59%0.69%Q1 2023Q3 20233
Creative Planning 330.00%0.00%0.00%Q1 2023Q3 20233
Sargent Investment Group, LLC 334.27%5.74%7.77%Q1 2023Q3 20233
KESTRA PRIVATE WEALTH SERVICES, LLC 330.01%0.03%0.04%Q1 2023Q3 20233
Valmark Advisers, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Financial Architects, Inc 330.04%0.05%0.08%Q4 2022Q2 20233
RETIREMENT CAPITAL STRATEGIES 111.40%3.20%5.33%Q2 2022Q3 20233
Beacon Wealthcare LLC 330.17%0.34%0.43%Q2 2023Q4 20233
Clear Creek Financial Management, LLC 330.17%0.19%0.21%Q1 2023Q3 20233
PARTNERS CAPITAL INVESTMENT GROUP, LLP 330.28%0.75%1.16%Q1 2023Q3 20233
Leucadia National 330.00%0.01%0.03%Q1 2023Q3 20233
JDM Financial Group LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Sound Financial Strategies Group, LLC 330.58%1.22%2.14%Q1 2023Q3 20233
MONEY CONCEPTS CAPITAL CORP 330.24%0.65%0.99%Q1 2023Q3 20233
Peak Asset Management, LLC 332.42%2.94%3.42%Q1 2023Q3 20233
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 335.27%5.66%6.42%Q1 2023Q3 20233
Carr Financial Group Corp 330.11%1.31%2.17%Q1 2023Q3 20233
Capital Advisors, Ltd. LLC 330.11%0.14%0.17%Q1 2023Q3 20233
Fortis Capital Advisors, LLC 333.22%3.46%3.62%Q1 2023Q3 20233
WBH ADVISORY INC 330.12%0.13%0.16%Q1 2023Q3 20233
HARBOUR INVESTMENTS, INC. 220.00%0.01%0.01%Q2 2023Q3 20232
Lido Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
UNITED CAPITAL FINANCIAL ADVISORS, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
WELLS FARGO & COMPANY/MN 220.00%0.00%0.00%Q2 2023Q3 20232
BAKER TILLY WEALTH MANAGEMENT, LLC 220.04%0.07%0.11%Q2 2023Q3 20232
Tidal Investments LLC 220.01%0.01%0.01%Q2 2023Q3 20232
ALESCO ADVISORS LLC 220.01%0.01%0.02%Q2 2023Q3 20232
IHT Wealth Management, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
FINANCIAL LIFE ADVISORS 220.26%0.32%0.38%Q3 2022Q4 20222
GYL FINANCIAL SYNERGIES, LLC 220.38%0.40%0.43%Q2 2023Q3 20232
Nemes Rush Group LLC 220.03%0.05%0.07%Q2 2023Q3 20232
Cetera Advisors LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Tyler-Stone Wealth Management 220.02%0.02%0.02%Q2 2023Q3 20232
CreativeOne Wealth, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Northwest Capital Management Inc 220.01%0.30%0.58%Q2 2023Q3 20232
Blue Trust, Inc. 220.00%0.01%0.01%Q2 2023Q3 20232
AVANTAX ADVISORY SERVICES, INC. 220.00%0.01%0.01%Q2 2023Q3 20232
Portside Wealth Group, LLC 220.06%0.08%0.09%Q2 2023Q3 20232
Geneos Wealth Management Inc. 220.00%0.01%0.01%Q2 2023Q3 20232
BANK OF MONTREAL /CAN/ 220.00%0.00%0.00%Q2 2023Q3 20232
Curi Wealth Management, LLC 220.57%0.61%0.65%Q2 2023Q3 20232
Auour Investments LLC 221.49%1.59%1.68%Q2 2023Q3 20232
RiverTree Advisors, LLC 220.30%2.11%3.91%Q2 2023Q3 20232
Realta Investment Advisors 220.06%0.07%0.07%Q2 2023Q3 20232
WealthShield Partners, LLC 220.11%0.11%0.12%Q2 2023Q3 20232
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 220.04%0.05%0.06%Q2 2023Q3 20232
Trinity Legacy Partners, LLC 221.55%1.84%2.13%Q2 2023Q3 20232
STEPHENS INC /AR/ 220.48%0.51%0.54%Q2 2023Q3 20232
Cerity Partners LLC 220.03%0.21%0.39%Q2 2023Q3 20232
GeoWealth Management, LLC 220.07%1.05%2.04%Q2 2023Q3 20232
JPMORGAN CHASE & CO 220.00%0.00%0.00%Q2 2023Q3 20232
Penserra Capital Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
FMR LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Total Clarity Wealth Management, Inc. 221.02%1.06%1.09%Q2 2023Q3 20232
JAMES INVESTMENT RESEARCH INC 220.00%0.00%0.00%Q3 2022Q4 20222
Hilltop Holdings Inc. 220.02%0.02%0.03%Q1 2021Q2 20212
IAMS WEALTH MANAGEMENT, LLC 220.96%2.08%3.20%Q2 2023Q3 20232
COLDSTREAM CAPITAL MANAGEMENT INC 220.29%0.72%1.15%Q2 2023Q3 20232
TRANSCEND CAPITAL ADVISORS, LLC 220.05%0.05%0.05%Q3 2021Q4 20212
Proficio Capital Partners LLC 227.27%7.97%8.67%Q2 2023Q3 20232
Camelot Portfolios, LLC 220.16%0.40%0.64%Q1 2023Q2 20232
Vectors Research Management, LLC 220.18%0.65%1.12%Q2 2023Q3 20232
PECAUT & CO. 228.79%8.98%9.18%Q2 2023Q3 20232
HM PAYSON & CO 220.06%1.18%2.29%Q2 2023Q3 20232
HighTower Advisors, LLC 110.00%0.01%0.02%Q1 2023Q3 20232
STIFEL FINANCIAL CORP 220.00%0.00%0.00%Q2 2023Q3 20232
McGuire Investment Group, LLC 220.06%0.07%0.08%Q2 2023Q3 20232
COURIER CAPITAL LLC 220.05%0.17%0.28%Q2 2023Q3 20232
LWMG, LLC 220.11%0.11%0.11%Q2 2023Q3 20232
ICA Group Wealth Management, LLC 220.05%0.06%0.06%Q2 2023Q3 20232
RFG HOLDINGS, INC. 220.30%0.30%0.30%Q1 2023Q2 20232
Prospera Financial Services Inc 220.36%0.45%0.53%Q2 2023Q3 20232
PETREDIS INVESTMENT ADVISORS LLC 223.11%3.35%3.58%Q2 2023Q3 20232
WealthTrust Asset Management, LLC 222.85%3.49%4.12%Q2 2023Q3 20232
B. Riley Wealth Advisors, Inc. 220.01%0.01%0.01%Q1 2023Q2 20232
IPG Investment Advisors LLC 111.05%1.05%1.05%Q3 2023Q3 20231
Strategic Wealth Partners, Ltd. 111.23%1.23%1.23%Q1 2023Q1 20231
Vontobel Holding Ltd. 110.01%0.01%0.01%Q4 2022Q4 20221
ERn Financial, LLC 110.17%0.17%0.17%Q4 2022Q4 20221
OneDigital Investment Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
KPP Advisory Services LLC 112.54%2.54%2.54%Q3 2023Q3 20231
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 112.97%2.97%2.97%Q2 2022Q2 20221
Smart Money Group LLC 110.57%0.57%0.57%Q3 2023Q3 20231
Horizon Family Wealth, Inc. 111.08%1.08%1.08%Q3 2023Q3 20231
Arete Wealth Advisors, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Smithfield Trust Co 110.35%0.35%0.35%Q3 2023Q3 20231
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Schwab Charitable Fund 110.09%0.09%0.09%Q3 2023Q3 20231
Revolve Wealth Partners, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Mariner, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Source Financial Advisors LLC 110.20%0.20%0.20%Q2 2023Q2 20231
Vestmark Advisory Solutions, Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Koshinski Asset Management, Inc. 110.03%0.03%0.03%Q2 2023Q2 20231
GenTrust, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
FLPUTNAM INVESTMENT MANAGEMENT CO 110.02%0.02%0.02%Q3 2023Q3 20231
HRT FINANCIAL LP 110.00%0.00%0.00%Q1 2023Q1 20231
Simplicity Solutions, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
RWA WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Fairbanks Capital Management, Inc. 110.41%0.41%0.41%Q3 2023Q3 20231
Stonebridge Financial Planning Group, LLC 110.34%0.34%0.34%Q3 2023Q3 20231
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 111.18%1.18%1.18%Q3 2023Q3 20231
Sigma Planning Corp 110.01%0.01%0.01%Q4 2022Q4 20221
Bleakley Financial Group, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
RiverFront Investment Group, LLC 111.55%1.55%1.55%Q2 2023Q2 20231
O'ROURKE & COMPANY, Inc 110.19%0.19%0.19%Q3 2023Q3 20231
Clear Harbor Asset Management, LLC 110.16%0.16%0.16%Q1 2023Q1 20231
Legacy CG, LLC 114.81%4.81%4.81%Q3 2023Q3 20231
Advance Capital Management, Inc. 114.22%4.22%4.22%Q3 2023Q3 20231
Austin Wealth Management, LLC 112.56%2.56%2.56%Q3 2023Q3 20231
Pine Valley Investments Ltd Liability Co 110.20%0.20%0.20%Q3 2023Q3 20231
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Hardy Reed LLC 110.06%0.06%0.06%Q3 2023Q3 20231
INSIGHT 2811, INC. 110.51%0.51%0.51%Q3 2023Q3 20231
Advisory Services Network, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Night Owl Capital Management, LLC 111.10%1.10%1.10%Q3 2022Q3 20221
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q1 2023Q1 20231
Ameritas Advisory Services, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
JACOBSON & SCHMITT ADVISORS, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
US BANCORP \DE\ 110.00%0.00%0.00%Q3 2023Q3 20231
SVB WEALTH LLC 110.03%0.03%0.03%Q4 2022Q4 20221
PFG Advisors 110.05%0.05%0.05%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
External links

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