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. 20200.00%0.00%0.00%Q4 2018Q3 202320
BANK OF AMERICA CORP /DE/ 19190.00%0.00%0.00%Q1 2019Q3 202319
North Star Investment Management Corp. 1710.00%0.00%0.00%Q1 2019Q3 202318
WELLS FARGO & COMPANY/MN 930.00%0.00%0.00%Q2 2019Q3 202316
UBS Group AG 820.00%0.00%0.00%Q4 2018Q2 202315
OPTIMUM INVESTMENT ADVISORS 13130.03%0.04%0.05%Q4 2020Q4 202313
MORGAN STANLEY 12120.00%0.00%0.00%Q4 2020Q3 202312
Global Wealth Management Investment Advisory, Inc. 920.00%0.00%0.00%Q2 2020Q3 202311
Clearview Wealth Advisors LLC 11110.00%0.00%0.01%Q4 2020Q2 202311
Aptus Capital Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
CAPTRUST FINANCIAL ADVISORS 990.00%0.00%0.00%Q2 2020Q2 20229
D.A. DAVIDSON & CO. 990.00%0.00%0.01%Q4 2019Q4 20219
OSAIC HOLDINGS, INC. 540.00%0.00%0.00%Q3 2020Q2 20239
Citadel Advisors 210.00%0.00%0.00%Q4 2018Q3 20226
GUARDIAN WEALTH ADVISORS, LLC / NC 660.00%0.00%0.00%Q2 2022Q3 20236
American Portfolios Advisors 660.00%0.00%0.00%Q2 2021Q3 20226
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q3 20234
Kistler-Tiffany Companies, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
HERITAGE WEALTH MANAGEMENT, LLC 440.01%0.01%0.01%Q1 2022Q4 20224
Choate Investment Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
Patriot Financial Group Insurance Agency, LLC 440.01%0.02%0.03%Q1 2021Q4 20214
Archer Investment Corp 440.00%0.00%0.00%Q3 2021Q2 20224
SUSQUEHANNA INTERNATIONAL GROUP, LLP 330.00%0.00%0.00%Q3 2022Q1 20233
Financial Engines Advisors L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Cascadia Advisory Services, LLC 220.05%0.05%0.05%Q2 2021Q3 20212
Creative Capital Management Investments LLC 220.00%0.00%0.00%Q4 2022Q1 20232
FLOW TRADERS U.S. LLC 220.00%0.01%0.01%Q1 2021Q2 20212
Better Money Decisions, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
SIGNATUREFD, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
SYM FINANCIAL Corp 110.01%0.01%0.01%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.