SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 1010.00%0.00%0.00%Q2 2020Q2 202425
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 23230.00%0.00%0.00%Q4 2018Q2 202423
WELLS FARGO & COMPANY/MN 22220.00%0.00%0.00%Q1 2019Q2 202422
Towerpoint Wealth, LLC 22220.47%1.48%2.14%Q1 2019Q2 202422
BANK OF AMERICA CORP /DE/ 22220.00%0.00%0.01%Q1 2019Q2 202422
Geneos Wealth Management Inc. 22220.00%0.06%0.12%Q1 2019Q2 202422
Financial Engines Advisors L.L.C. 22220.00%2.81%4.20%Q1 2019Q2 202422
CWM, LLC 11100.00%0.00%0.01%Q1 2019Q2 202421
North Star Investment Management Corp. 2010.00%0.00%0.00%Q1 2019Q2 202421
COMMONWEALTH EQUITY SERVICES, LLC 21210.00%0.03%0.07%Q2 2019Q2 202421
Capital Planning Advisors, LLC 21210.09%3.31%8.76%Q2 2019Q2 202421
ROYAL BANK OF CANADA 20200.00%0.00%0.00%Q3 2019Q2 202420
OSAIC HOLDINGS, INC. 18180.00%0.02%0.09%Q1 2020Q2 202418
RPG Investment Advisory, LLC 1260.00%0.04%0.07%Q2 2019Q2 202418
NewEdge Advisors, LLC 18180.00%0.02%0.13%Q1 2020Q2 202418
Orion Portfolio Solutions, LLC 18180.01%0.02%0.05%Q1 2020Q2 202418
HighTower Advisors, LLC 18180.00%0.01%0.01%Q1 2020Q2 202418
ENVESTNET ASSET MANAGEMENT INC 18180.00%0.00%0.01%Q1 2020Q2 202418
FMR LLC 18180.00%0.00%0.00%Q1 2020Q2 202418
MORGAN STANLEY 17170.00%0.00%0.00%Q2 2020Q2 202417
LPL Financial LLC 17170.00%0.01%0.02%Q2 2020Q2 202417
Cambridge Investment Research Advisors, Inc. 17170.00%0.01%0.02%Q2 2020Q2 202417
Raymond James Financial Services Advisors, Inc. 17170.00%0.04%0.15%Q2 2020Q2 202417
UBS Group AG 1430.00%0.00%0.00%Q4 2019Q2 202417
IFP Advisors, Inc 17170.00%0.00%0.01%Q2 2020Q2 202417
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1610.00%0.00%0.01%Q4 2019Q2 202417
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q3 2019Q2 202417
RAYMOND JAMES & ASSOCIATES 17170.00%0.00%0.01%Q2 2020Q2 202417
Princeton Global Asset Management LLC 17170.00%0.01%0.01%Q2 2020Q2 202417
Pinnacle Bancorp, Inc. 16160.01%0.01%0.01%Q3 2020Q2 202416
Private Advisor Group, LLC 1240.00%0.02%0.07%Q4 2019Q1 202416
Stratos Wealth Advisors, LLC 16160.11%0.19%0.44%Q3 2020Q2 202416
Concord Wealth Partners 15150.01%1.57%5.62%Q4 2020Q2 202415
Main Street Financial Solutions, LLC 15150.03%0.05%0.09%Q4 2020Q2 202415
Brinker Capital Investments, LLC 15150.03%0.27%0.67%Q2 2019Q4 202215
OPTIMUM INVESTMENT ADVISORS 15150.05%0.13%0.25%Q4 2020Q2 202415
Integrated Wealth Concepts LLC 15150.01%0.03%0.06%Q4 2020Q2 202415
Mascoma Wealth Management LLC 15150.00%0.59%2.24%Q4 2020Q2 202415
Parallel Advisors, LLC 1410.00%0.01%0.02%Q3 2019Q2 202415
Key FInancial Inc 15150.00%0.00%0.00%Q4 2020Q2 202415
NovaPoint Capital, LLC 14141.27%1.65%2.26%Q1 2021Q2 202414
Steward Partners Investment Advisory, LLC 14140.00%0.01%0.01%Q1 2021Q2 202414
Good Life Advisors, LLC 14140.38%0.50%0.76%Q1 2021Q2 202414
SHEETS SMITH WEALTH MANAGEMENT 14140.04%0.12%0.22%Q1 2021Q2 202414
Heartwood Wealth Advisors LLC 14140.06%0.68%1.81%Q2 2020Q3 202314
Capital Analysts, LLC 1040.00%0.00%0.01%Q3 2020Q2 202414
AMERIPRISE FINANCIAL INC 14140.00%0.00%0.00%Q1 2021Q2 202414
MACROVIEW INVESTMENT MANAGEMENT LLC 14140.00%0.00%0.00%Q1 2021Q2 202414
PFG Advisors 1130.03%0.06%0.14%Q3 2020Q1 202414
CABOT WEALTH MANAGEMENT INC 1220.05%0.06%0.08%Q3 2019Q1 202314
JANE STREET GROUP, LLC 410.00%0.00%0.01%Q4 2018Q2 202413
Andesa Financial Management Inc. 13130.13%1.47%2.84%Q1 2020Q1 202313
BANK OF MONTREAL /CAN/ 13130.00%0.00%0.00%Q2 2021Q2 202413
EVERMAY WEALTH MANAGEMENT LLC 13130.00%0.00%0.01%Q2 2021Q2 202413
HANTZ FINANCIAL SERVICES, INC. 13130.00%0.00%0.00%Q2 2021Q2 202413
DUNCKER STREETT & CO INC 13130.01%0.03%0.06%Q2 2021Q2 202413
HHM Wealth Advisors, LLC 13130.00%0.02%0.05%Q2 2021Q2 202413
Mariner, LLC 12120.01%0.02%0.03%Q3 2021Q2 202412
Wealthcare Advisory Partners LLC 12120.05%0.10%0.15%Q3 2021Q2 202412
Essex LLC 12120.16%0.36%0.59%Q3 2021Q2 202412
Betterment LLC 11110.04%0.14%0.19%Q4 2021Q2 202411
Merit Financial Group, LLC 830.01%0.05%0.13%Q2 2021Q1 202411
WealthCare Investment Partners, LLC 11110.42%0.70%1.84%Q4 2021Q2 202411
OneDigital Investment Advisors LLC 11110.01%0.51%1.54%Q4 2021Q2 202411
Archford Capital Strategies, LLC 11110.35%0.46%0.62%Q2 2021Q4 202311
Cetera Advisors LLC 11110.00%0.01%0.01%Q2 2021Q4 202311
IHT Wealth Management, LLC 11110.02%0.03%0.04%Q4 2021Q2 202411
Tower Research Capital LLC (TRC) 710.00%0.01%0.04%Q2 2021Q2 202411
HARBOUR INVESTMENTS, INC. 740.00%0.00%0.00%Q1 2021Q2 202411
Capital Advisors, Ltd. LLC 11110.00%0.01%0.02%Q4 2021Q2 202411
Meridian Financial, LLC 11110.23%0.35%0.53%Q4 2021Q2 202411
Sweet Financial Partners, LLC 11110.61%1.08%3.59%Q4 2021Q2 202411
PNC FINANCIAL SERVICES GROUP, INC. 11110.00%0.00%0.00%Q4 2021Q2 202411
Financial Guidance Group, Inc. 10101.02%1.73%2.05%Q1 2022Q2 202410
Stratos Investment Management, LLC 10100.22%0.32%0.38%Q3 2021Q4 202310
Capital Investment Advisory Services, LLC 610.00%0.00%0.01%Q1 2021Q2 202410
Spire Wealth Management 640.00%0.00%0.01%Q1 2021Q2 202410
Sandy Spring Bank 10100.00%0.00%0.00%Q1 2022Q2 202410
PENOBSCOT WEALTH MANAGEMENT 910.20%1.19%1.36%Q4 2021Q2 202410
Carroll Financial Associates, Inc. 10100.06%0.17%0.29%Q3 2019Q4 202110
Global Retirement Partners, LLC 10100.00%0.01%0.04%Q1 2022Q2 202410
Wealthspire Advisors, LLC 910.01%0.03%0.05%Q3 2021Q2 202410
BESSEMER GROUP INC 10100.00%0.00%0.00%Q3 2021Q4 202310
Brookstone Capital Management 10100.01%0.02%0.03%Q1 2022Q2 202410
GREAT VALLEY ADVISOR GROUP, INC. 990.01%0.04%0.06%Q4 2019Q4 20219
Marquette Asset Management, LLC 990.00%3.27%4.91%Q2 2022Q2 20249
Faithward Advisors, LLC 990.00%0.00%0.00%Q4 2021Q4 20239
SOL Capital Management CO 990.08%0.37%0.51%Q2 2022Q2 20249
Coston, McIsaac & Partners 990.01%0.01%0.01%Q2 2022Q2 20249
Allworth Financial LP 990.00%0.00%0.00%Q2 2022Q2 20249
American Portfolios Advisors 810.00%0.08%0.13%Q3 2019Q3 20229
CAPTRUST FINANCIAL ADVISORS 990.00%0.00%0.00%Q2 2020Q2 20229
Bank of Marin 990.31%0.38%0.50%Q1 2020Q1 20229
SNS Financial Group, LLC 630.02%0.03%0.06%Q4 2020Q2 20249
Baystate Wealth Management LLC 990.00%0.00%0.00%Q4 2021Q4 20239
Tidal Investments LLC 880.02%0.24%0.42%Q1 2020Q4 20218
ARQ WEALTH ADVISORS, LLC 880.14%0.18%0.22%Q3 2021Q2 20238
TUCKER ASSET MANAGEMENT LLC 880.00%0.00%0.01%Q3 2022Q2 20248
Aptus Capital Advisors, LLC 620.00%0.01%0.06%Q2 2022Q2 20248
VALLEY WEALTH MANAGERS, INC. 880.00%0.00%0.00%Q2 2022Q1 20248
GYL FINANCIAL SYNERGIES, LLC 880.04%0.05%0.09%Q3 2022Q2 20248
Prime Capital Investment Advisors, LLC 510.00%0.02%0.05%Q2 2020Q2 20248
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 770.01%0.12%0.26%Q4 2019Q2 20217
M&R CAPITAL MANAGEMENT INC 770.00%0.00%0.00%Q4 2022Q2 20247
SIGNATUREFD, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
PHILLIPS FINANCIAL MANAGEMENT, LLC 770.00%0.00%0.00%Q3 2022Q1 20247
Gradient Investments LLC 610.00%0.00%0.00%Q1 2022Q2 20247
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
Horizon Investments, LLC 410.22%0.50%1.14%Q3 2020Q2 20247
Charter Oak Capital Management, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
GOLDMAN SACHS GROUP INC 610.00%0.00%0.00%Q4 2020Q1 20247
Stillwater Capital Advisors, LLC 770.30%0.35%0.39%Q1 2021Q3 20227
MANCHESTER FINANCIAL INC 610.00%0.01%0.02%Q2 2019Q1 20217
Richard W. Paul & Associates, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
Creative Planning 660.00%0.01%0.04%Q2 2021Q3 20226
1834 INVESTMENT ADVISORS CO 660.05%0.16%0.30%Q2 2021Q3 20226
Glenview Trust Co 660.01%0.01%0.01%Q4 2020Q1 20226
STIFEL FINANCIAL CORP 510.00%0.00%0.00%Q1 2021Q2 20246
B. Riley Wealth Management, Inc. 660.00%0.12%0.23%Q1 2021Q2 20226
Mayflower Financial Advisors, LLC 660.08%0.09%0.11%Q3 2021Q4 20226
US BANCORP \DE\ 420.00%0.00%0.00%Q2 2021Q4 20236
Crewe Advisors LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Global Trust Asset Management, LLC 660.01%0.07%0.23%Q4 2020Q1 20226
Continuum Advisory, LLC 310.01%0.08%0.14%Q3 2020Q2 20246
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 660.02%0.10%0.24%Q2 2021Q3 20226
Ten Capital Wealth Advisors, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
M Holdings Securities, Inc. 420.02%0.32%0.51%Q1 2021Q4 20226
Moisand Fitzgerald Tamayo, LLC 660.01%0.01%0.01%Q3 2020Q4 20216
JPMORGAN CHASE & CO 310.00%0.00%0.00%Q4 2021Q2 20246
Hudock, Inc. 660.00%0.00%0.01%Q2 2021Q3 20226
Archer Investment Corp 660.00%0.00%0.00%Q1 2023Q2 20246
WCG Wealth Advisors LLC 660.06%0.09%0.11%Q2 2022Q3 20236
CITIGROUP INC 510.00%0.00%0.00%Q2 2020Q4 20216
Realta Investment Advisors 220.01%0.02%0.02%Q3 2022Q2 20246
Intrua Financial, LLC 660.06%1.98%3.77%Q4 2021Q1 20236
Summit Investment Advisory Services, LLC 660.33%0.39%0.56%Q4 2022Q1 20246
United Asset Strategies, Inc. 550.06%0.07%0.08%Q2 2021Q2 20225
Rise Advisors, LLC 550.00%0.01%0.03%Q3 2022Q3 20235
High Net Worth Advisory Group LLC 550.05%0.12%0.17%Q4 2021Q4 20225
Stadion Money Management, LLC 310.81%1.43%3.69%Q2 2019Q4 20205
TOTH FINANCIAL ADVISORY CORP 550.00%0.00%0.00%Q1 2019Q1 20205
Kozak & Associates, Inc. 410.00%0.01%0.01%Q3 2021Q1 20245
Patriot Financial Group Insurance Agency, LLC 550.07%0.17%0.22%Q4 2020Q4 20215
Bulltick Wealth Management, LLC 551.59%1.92%2.40%Q1 2021Q1 20225
Apollon Wealth Management, LLC 550.04%0.04%0.04%Q2 2023Q2 20245
Kistler-Tiffany Companies, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Lunt Capital Management, Inc. 550.59%0.68%0.75%Q2 2023Q2 20245
HORIZON BANCORP INC /IN/ 550.00%0.00%0.00%Q2 2023Q2 20245
First Command Bank 550.00%0.00%0.00%Q4 2020Q4 20215
SILVER OAK SECURITIES, INCORPORATED 320.03%0.03%0.04%Q1 2023Q2 20245
Lenox Wealth Advisors, LLC 550.11%0.28%0.35%Q1 2021Q1 20225
ASB Consultores, LLC 550.52%0.58%0.69%Q2 2022Q2 20235
Visionary Wealth Advisors 550.02%0.03%0.06%Q1 2021Q1 20225
Horan Securities, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
Penobscot Investment Management Company, Inc. 550.04%0.16%0.23%Q1 2021Q1 20225
REILLY FINANCIAL ADVISORS, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
OLD MISSION CAPITAL LLC 410.01%0.07%0.14%Q2 2021Q3 20225
First Command Financial Services, Inc. 550.00%0.00%0.00%Q4 2020Q4 20215
ICA Group Wealth Management, LLC 320.00%0.00%0.01%Q4 2022Q1 20245
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 550.00%0.02%0.05%Q1 2021Q1 20225
Cetera Advisor Networks LLC 550.03%0.03%0.04%Q4 2019Q4 20205
OLD SECOND NATIONAL BANK OF AURORA 440.00%0.00%0.00%Q3 2023Q2 20244
SteelPeak Wealth, LLC 110.03%0.05%0.06%Q1 2022Q2 20244
NEXT Financial Group, Inc 440.00%0.00%0.00%Q1 2021Q4 20214
Better Money Decisions, LLC 310.01%0.01%0.02%Q1 2021Q2 20224
Austin Wealth Management, LLC 440.39%0.43%0.49%Q3 2023Q2 20244
Ellis Investment Partners, LLC 440.03%0.04%0.04%Q4 2021Q3 20224
FAS Wealth Partners, Inc. 310.00%0.00%0.00%Q2 2021Q2 20224
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
Valeo Financial Advisors, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
LADENBURG THALMANN FINANCIAL SERVICES INC. 440.00%0.00%0.00%Q1 2019Q4 20194
BerganKDV Wealth Management, LLC 310.01%0.01%0.01%Q3 2021Q3 20224
EDMOND DE ROTHSCHILD HOLDING S.A. 440.00%0.04%0.08%Q1 2021Q4 20214
SILVERLAKE WEALTH MANAGEMENT LLC 440.15%0.30%0.64%Q4 2021Q3 20224
Main Management LLC 440.02%0.06%0.10%Q1 2021Q4 20214
FLAGSHIP HARBOR ADVISORS, LLC 440.00%0.02%0.03%Q1 2020Q4 20204
Advisory Services Network, LLC 210.00%0.00%0.01%Q4 2022Q2 20244
TD Capital Management LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Strengthening Families & Communities, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Qube Research & Technologies Ltd 440.00%0.01%0.01%Q3 2021Q2 20224
SRS Capital Advisors, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
Main Management ETF Advisors, LLC 440.37%0.67%0.79%Q1 2021Q4 20214
Westover Capital Advisors, LLC 440.08%0.09%0.10%Q1 2021Q4 20214
Corrigan Financial, Inc. 444.29%4.75%5.12%Q1 2021Q4 20214
MEEDER ASSET MANAGEMENT INC 440.00%0.00%0.00%Q1 2021Q4 20214
NewSquare Capital LLC 440.00%0.00%0.01%Q1 2022Q4 20224
Founders Financial Alliance, LLC 440.00%0.03%0.04%Q2 2023Q1 20244
FLOW TRADERS U.S. LLC 110.02%0.04%0.07%Q2 2020Q1 20244
Gladstone Institutional Advisory LLC 440.03%0.10%0.16%Q2 2021Q1 20224
OGOREK ANTHONY JOSEPH /NY/ /ADV 440.08%0.10%0.11%Q1 2021Q4 20214
MONEY CONCEPTS CAPITAL CORP 310.00%0.02%0.04%Q4 2021Q4 20224
SALEM INVESTMENT COUNSELORS INC 330.00%0.00%0.00%Q4 2023Q2 20243
Gerber Kawasaki Wealth & Investment Management 330.02%0.03%0.04%Q1 2021Q3 20213
American Research & Management Co. 330.00%0.00%0.00%Q1 2022Q3 20223
Strategic Advocates LLC 330.25%5.57%8.66%Q4 2023Q2 20243
CFS Investment Advisory Services, LLC 110.01%0.04%0.07%Q3 2021Q3 20223
SVB WEALTH LLC 330.00%0.00%0.01%Q2 2021Q4 20213
Advantage Trust Co 331.37%1.89%2.26%Q4 2023Q2 20243
Sanchez Wealth Management Group 332.58%3.20%3.63%Q2 2021Q4 20213
CoreCap Advisors, LLC 210.00%0.00%0.00%Q4 2021Q2 20243
Fort Point Capital Partners LLC 330.04%0.06%0.07%Q3 2021Q1 20223
BCGM Wealth Management, LLC 331.21%1.27%1.31%Q2 2021Q4 20213
Firestone Capital Management 330.00%0.00%0.01%Q1 2021Q3 20213
Abich Financial Wealth Management LLC 330.01%0.04%0.11%Q4 2023Q2 20243
MERCER GLOBAL ADVISORS INC /ADV 330.00%0.00%0.00%Q2 2023Q4 20233
US FINANCIAL ADVISORS, LLC 330.74%1.13%1.35%Q1 2021Q3 20213
Avidian Wealth Enterprises, LLC 330.38%0.75%0.96%Q1 2021Q3 20213
BANK OF NOVA SCOTIA 330.00%0.00%0.00%Q3 2021Q1 20223
SYM FINANCIAL Corp 210.00%0.00%0.00%Q3 2023Q2 20243
REGENTATLANTIC CAPITAL LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Northwest Capital Management Inc 330.00%0.00%0.00%Q4 2023Q2 20243
BALDWIN WEALTH PARTNERS LLC/MA 330.00%0.00%0.00%Q4 2022Q2 20233
Optiver Holding B.V. 330.00%0.00%0.00%Q3 2021Q1 20223
Avior Wealth Management, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Long Run Wealth Advisors, LLC 220.24%0.25%0.27%Q4 2021Q1 20222
MML INVESTORS SERVICES, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Berger Financial Group, Inc 220.03%0.04%0.05%Q1 2024Q2 20242
Abound Wealth Management 220.01%0.01%0.01%Q3 2022Q4 20222
MGO ONE SEVEN LLC 220.05%0.10%0.15%Q1 2024Q2 20242
Baird Financial Group, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
American Trust 220.02%0.02%0.02%Q1 2023Q2 20232
Gemmer Asset Management LLC 110.00%0.00%0.00%Q2 2019Q1 20212
Advisor Group, Inc. 220.00%0.00%0.00%Q3 2019Q4 20192
Capital Advantage, Inc. 220.07%0.08%0.09%Q4 2020Q1 20212
PRIVATE TRUST CO NA 220.01%0.01%0.01%Q4 2022Q1 20232
CULLEN/FROST BANKERS, INC. 220.00%0.00%0.00%Q3 2023Q4 20232
Wealth Quarterback LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Anfield Capital Management, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Certified Advisory Corp 110.01%0.08%0.14%Q1 2020Q4 20212
DIVIDEND ASSETS CAPITAL, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
SIMPLEX TRADING, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Shepherd Financial Partners LLC 220.77%0.91%1.05%Q3 2020Q4 20202
Glassman Wealth Services 110.00%0.00%0.00%Q3 2022Q3 20232
TRAPHAGEN INVESTMENT ADVISORS LLC 220.07%0.10%0.12%Q4 2022Q1 20232
MATHER GROUP, LLC. 220.00%0.00%0.00%Q1 2024Q2 20242
D. E. Shaw & Co., Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
VERUS CAPITAL PARTNERS, LLC 220.08%0.09%0.10%Q4 2019Q1 20202
Raleigh Capital Management Inc. 110.01%0.01%0.01%Q1 2022Q4 20222
FDx Advisors, Inc. 220.01%0.16%0.32%Q4 2021Q1 20222
Koshinski Asset Management, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
Catalyst Wealth Management, LLC 220.70%0.77%0.83%Q4 2022Q1 20232
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2021Q3 20232
MATRIX PRIVATE CAPITAL GROUP LLC 220.00%0.00%0.00%Q2 2022Q3 20222
BNP Paribas Asset Management Holding S.A. 220.00%0.00%0.00%Q1 2024Q2 20242
GTS SECURITIES LLC 220.00%0.00%0.00%Q4 2023Q1 20242
Prospera Financial Services Inc 110.00%0.01%0.01%Q3 2020Q1 20222
ADE, LLC 220.00%0.00%0.01%Q2 2021Q3 20212
CBIZ Investment Advisory Services, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Bogart Wealth, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Chris Bulman Inc 110.04%0.04%0.04%Q2 2024Q2 20241
LifeSteps Financial, Inc. 110.01%0.01%0.01%Q1 2024Q1 20241
Fortune 45 LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Northwest Financial Advisors 110.02%0.02%0.02%Q4 2023Q4 20231
GoalVest Advisory LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Kelly Financial Services LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Renaissance Technologies 110.00%0.00%0.00%Q2 2024Q2 20241
Accurate Wealth Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
KRAEMATON INVESTMENT ADVISORS, INC 110.05%0.05%0.05%Q4 2022Q4 20221
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Larson Financial Group LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Tradewinds Capital Management, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.03%0.03%0.03%Q2 2024Q2 20241
AHL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Lavaca Capital LLC 110.02%0.02%0.02%Q2 2021Q2 20211
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q4 2023Q4 20231
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
BARCLAYS PLC 110.00%0.00%0.00%Q3 2021Q3 20211
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Portfolio Strategies, Inc. 112.58%2.58%2.58%Q1 2021Q1 20211
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2024Q2 20241
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Davidson Capital Management Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
Leelyn Smith, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
AE Wealth Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Ashton Thomas Private Wealth, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Forum Financial Management, LP 110.06%0.06%0.06%Q1 2024Q1 20241
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Glen Eagle Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Derbend Asset Management 110.19%0.19%0.19%Q2 2021Q2 20211
Forbes Financial Planning, Inc. 110.86%0.86%0.86%Q4 2021Q4 20211
IAG Wealth Partners, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
HOWE & RUSLING INC 110.00%0.00%0.00%Q2 2024Q2 20241
Warren Street Wealth Advisors, LLC 110.38%0.38%0.38%Q4 2021Q4 20211
CENTRAL TRUST Co 110.00%0.00%0.00%Q4 2021Q4 20211
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q3 2021Q3 20211
One Capital Management, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Ellevest, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Barnett & Company, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q2 2021Q2 20211
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CLEAR INVESTMENT RESEARCH, LLC 110.04%0.04%0.04%Q4 2023Q4 20231
PRIO WEALTH LIMITED PARTNERSHIP 110.01%0.01%0.01%Q4 2023Q4 20231
Cetera Investment Advisers 110.00%0.00%0.00%Q1 2024Q1 20241
Family Firm, Inc. 110.02%0.02%0.02%Q2 2024Q2 20241
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Fulcrum Equity Management 111.42%1.42%1.42%Q1 2021Q1 20211
PRW Wealth Management LLC 111.64%1.64%1.64%Q2 2022Q2 20221
WJ Wealth Management, LLC 111.27%1.27%1.27%Q4 2019Q4 20191
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Global Financial Private Client, LLC 110.03%0.03%0.03%Q2 2024Q2 20241
B. Riley Wealth Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
NBT BANK N A /NY 110.00%0.00%0.00%Q1 2024Q1 20241
Triad Wealth Partners, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
ASSETMARK, INC 110.00%0.00%0.00%Q3 2020Q3 20201
Stonehearth Capital Management, LLC 110.22%0.22%0.22%Q1 2022Q1 20221
MONUMENTAL FINANCIAL GROUP INC. 110.01%0.01%0.01%Q1 2022Q1 20221
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Lynx Investment Advisory 110.21%0.21%0.21%Q2 2024Q2 20241
GUARDIAN WEALTH ADVISORS, LLC / NC 110.00%0.00%0.00%Q4 2023Q4 20231
External links

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