Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
BANK OF AMERICA CORP /DE/ | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
North Star Investment Management Corp. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
WELLS FARGO & COMPANY/MN | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
UBS Group AG | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 15 |
OPTIMUM INVESTMENT ADVISORS | 13 | 13 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2023 | 13 |
MORGAN STANLEY | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Global Wealth Management Investment Advisory, Inc. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Aptus Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
D.A. DAVIDSON & CO. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 9 |
OSAIC HOLDINGS, INC. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 9 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
American Portfolios Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Kistler-Tiffany Companies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Choate Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Patriot Financial Group Insurance Agency, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Archer Investment Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Financial Engines Advisors L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Cascadia Advisory Services, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Creative Capital Management Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.