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
COMMONWEALTH EQUITY SERVICES, LLC 18180.00%0.01%0.02%Q2 2019Q3 202318
North Star Investment Management Corp. 1710.00%0.00%0.00%Q1 2019Q3 202318
WELLS FARGO & COMPANY/MN 18180.00%0.00%0.00%Q2 2019Q3 202318
Seven Springs Wealth Group, LLC 16160.02%0.33%0.72%Q4 2019Q3 202316
ROYAL BANK OF CANADA 16160.00%0.00%0.00%Q4 2019Q3 202316
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1110.00%0.00%0.00%Q2 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Exchange Capital Management, Inc. 14140.19%0.42%0.53%Q2 2020Q3 202314
OPTIMUM INVESTMENT ADVISORS 13130.01%0.11%0.18%Q4 2020Q4 202313
MORGAN STANLEY 13130.00%0.00%0.00%Q3 2020Q3 202313
AdvisorNet Financial, Inc 13130.00%0.00%0.01%Q3 2020Q3 202313
LPL Financial LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
UBS Group AG 12120.00%0.00%0.00%Q4 2020Q3 202312
Geneos Wealth Management Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
USAdvisors Wealth Management, LLC 12120.10%0.20%0.31%Q4 2020Q3 202312
HighTower Advisors, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Cambridge Investment Research Advisors, Inc. 12120.00%0.01%0.01%Q4 2020Q3 202312
SNS Financial Group, LLC 12120.03%0.04%0.05%Q4 2020Q3 202312
PNC FINANCIAL SERVICES GROUP, INC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Mascoma Wealth Management LLC 11110.04%0.21%0.36%Q1 2021Q3 202311
FMR LLC 650.00%0.00%0.00%Q4 2020Q3 202311
US BANCORP \DE\ 11110.00%0.00%0.00%Q4 2020Q2 202311
Better Money Decisions, LLC 11110.24%0.33%0.43%Q1 2021Q3 202311
Good Life Advisors, LLC 11110.03%0.04%0.06%Q1 2021Q3 202311
Founders Capital Management 11110.02%0.31%0.46%Q2 2021Q4 202311
Allworth Financial LP 11110.00%0.00%0.00%Q1 2021Q3 202311
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11110.00%0.00%0.00%Q1 2021Q3 202311
Private Advisor Group, LLC 830.00%0.01%0.03%Q4 2020Q3 202311
Global Retirement Partners, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
Sandy Spring Bank 10100.00%0.00%0.00%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.02%Q1 2021Q3 202310
Stonehearth Capital Management, LLC 10102.12%3.65%6.15%Q2 2021Q3 202310
Concord Wealth Partners 10100.06%0.18%0.26%Q2 2021Q3 202310
CENTRAL TRUST Co 10100.00%0.00%0.00%Q2 2021Q3 202310
Cetera Advisor Networks LLC 810.00%0.01%0.01%Q2 2020Q3 202310
MML INVESTORS SERVICES, LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Fort Point Capital Partners LLC 990.08%0.11%0.14%Q3 2021Q3 20239
Qube Research & Technologies Ltd 630.00%0.00%0.00%Q2 2021Q3 20239
EVERMAY WEALTH MANAGEMENT LLC 990.00%0.00%0.00%Q2 2021Q2 20239
Banco Santander, S.A. 990.00%0.01%0.01%Q3 2021Q3 20239
Independent Wealth Network Inc. 990.16%0.20%0.24%Q3 2021Q3 20239
RAYMOND JAMES & ASSOCIATES 630.00%0.00%0.00%Q1 2021Q2 20239
CWM, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Raymond James Financial Services Advisors, Inc. 880.00%0.01%0.01%Q4 2021Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
U.S. Capital Wealth Advisors, LLC 880.01%0.02%0.03%Q3 2021Q2 20238
WealthCare Investment Partners, LLC 880.44%0.86%1.85%Q4 2021Q3 20238
American Portfolios Advisors 880.00%0.00%0.01%Q4 2020Q3 20228
Wealthfront Advisers LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Capital Advisory Group Advisory Services, LLC 620.01%0.05%0.07%Q2 2020Q2 20228
TOTH FINANCIAL ADVISORY CORP 530.01%0.01%0.01%Q3 2021Q3 20238
Citadel Advisors 210.00%0.00%0.00%Q4 2018Q3 20238
IFP Advisors, Inc 620.00%0.00%0.00%Q1 2021Q1 20238
GOLDMAN SACHS GROUP INC 880.00%0.00%0.00%Q4 2021Q3 20238
WFA Asset Management Corp 880.00%0.02%0.03%Q4 2021Q3 20238
JANICZEK WEALTH MANAGEMENT, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
Capital Analysts, LLC 770.00%0.07%0.10%Q1 2022Q3 20237
ENVESTNET ASSET MANAGEMENT INC 520.00%0.00%0.00%Q3 2020Q3 20237
Tower Research Capital LLC (TRC) 310.00%0.02%0.03%Q2 2021Q3 20237
Key FInancial Inc 770.00%0.00%0.00%Q1 2022Q3 20237
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 770.06%0.31%0.58%Q4 2019Q2 20217
Bank Julius Baer & Co. Ltd, Zurich 660.00%0.00%0.01%Q3 2020Q4 20216
MONEY CONCEPTS CAPITAL CORP 510.00%0.00%0.00%Q1 2021Q4 20226
Realta Investment Advisors 220.01%0.02%0.05%Q2 2021Q3 20236
YHB Investment Advisors, Inc. 660.02%0.03%0.04%Q2 2022Q3 20236
Rockefeller Capital Management L.P. 660.00%0.00%0.00%Q3 2021Q4 20226
O'Dell Group, LLC 510.00%0.00%0.00%Q3 2021Q2 20236
EPG Wealth Management LLC 510.01%0.01%0.01%Q1 2022Q3 20236
BRYN MAWR TRUST Co 660.01%0.02%0.02%Q2 2022Q3 20236
Capital Planning Advisors, LLC 660.09%1.96%2.67%Q4 2020Q1 20226
Patriot Financial Group Insurance Agency, LLC 550.02%0.05%0.07%Q4 2020Q4 20215
RETIREMENT CAPITAL STRATEGIES 550.16%1.22%3.21%Q3 2020Q3 20215
J.P. Morgan Private Wealth Advisors LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Covestor Ltd 550.03%0.04%0.05%Q3 2022Q3 20235
Baldrige Asset Management LLC 550.00%0.00%0.00%Q1 2022Q1 20235
JPMORGAN CHASE & CO 550.00%0.00%0.00%Q3 2022Q3 20235
GeoWealth Management, LLC 550.02%0.03%0.04%Q3 2022Q3 20235
Archford Capital Strategies, LLC 550.09%0.12%0.16%Q3 2022Q3 20235
MARINER INDEPENDENT ADVISOR NETWORK, LLC 550.07%0.10%0.12%Q1 2021Q1 20225
Mariner, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
CREATIVE FINANCIAL DESIGNS INC /ADV 550.02%0.03%0.04%Q3 2022Q3 20235
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Stonebridge Financial Planning Group, LLC 550.25%0.51%0.75%Q2 2022Q2 20235
Eagle Strategies LLC 550.39%0.52%0.81%Q2 2022Q2 20235
Vigilant Capital Management, LLC 550.00%0.00%0.00%Q2 2022Q2 20235
CreativeOne Wealth, LLC 550.07%0.11%0.14%Q3 2022Q3 20235
Cetera Advisors LLC 550.01%0.03%0.03%Q1 2021Q1 20225
BENJAMIN F. EDWARDS & COMPANY, INC. 550.00%0.00%0.00%Q1 2021Q1 20225
JANE STREET GROUP, LLC 410.00%0.00%0.00%Q3 2020Q4 20215
Carroll Financial Associates, Inc. 440.00%0.00%0.00%Q1 2021Q4 20214
Farther Finance Advisors, LLC 440.04%0.07%0.10%Q4 2022Q3 20234
Cetera Investment Advisers 440.01%0.01%0.01%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.00%0.00%0.01%Q4 2022Q3 20234
LADENBURG THALMANN FINANCIAL SERVICES INC. 440.00%0.00%0.00%Q1 2019Q4 20194
Advisory Services Network, LLC 210.00%0.00%0.01%Q4 2020Q1 20234
Arkadios Wealth Advisors 440.04%0.27%0.41%Q1 2021Q4 20214
Optiver Holding B.V. 440.00%0.00%0.00%Q2 2021Q1 20224
Capital Investment Advisory Services, LLC 440.00%0.01%0.01%Q1 2021Q4 20214
Private Ocean, LLC 220.00%0.00%0.00%Q4 2021Q1 20234
Allianz Asset Management GmbH 330.00%0.00%0.00%Q3 2020Q1 20213
FLAGSHIP HARBOR ADVISORS, LLC 330.02%0.02%0.03%Q1 2023Q3 20233
VALLEY NATIONAL ADVISERS INC 210.00%0.01%0.02%Q4 2021Q3 20223
ATLAS CAPITAL ADVISORS LLC 210.00%0.01%0.02%Q2 2020Q1 20213
CAPTRUST FINANCIAL ADVISORS 210.00%0.00%0.00%Q1 2022Q3 20233
Kovack Advisors, Inc. 330.39%0.54%0.66%Q1 2021Q3 20213
Belvedere Trading LLC 110.00%0.00%0.00%Q2 2023Q2 20233
Nalls Sherbakoff Group, LLC 330.14%0.18%0.26%Q1 2023Q3 20233
CITIGROUP INC 210.00%0.00%0.00%Q1 2021Q3 20233
Kestra Advisory Services, LLC 210.00%0.00%0.00%Q3 2022Q3 20233
TUCKER ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Tradition Wealth Management, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
Valeo Financial Advisors, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Sterling Investment Advisors, Ltd. 330.00%0.00%0.00%Q4 2021Q2 20223
Financial Engines Advisors L.L.C. 330.00%0.00%0.00%Q3 2021Q1 20223
Fulcrum Equity Management 330.31%1.00%1.47%Q2 2020Q4 20203
SPINNAKER TRUST 220.02%0.02%0.02%Q2 2023Q3 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Cutler Group LLC / CA 220.00%0.00%0.00%Q1 2023Q2 20232
ICA Group Wealth Management, LLC 110.00%0.00%0.01%Q4 2022Q2 20232
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
Wealth Quarterback LLC 220.00%0.00%0.00%Q2 2021Q3 20212
BANK OF MONTREAL /CAN/ 220.00%0.00%0.00%Q2 2023Q3 20232
Steward Financial Group LLC 110.00%0.00%0.00%Q1 2023Q3 20232
BREWIN DOLPHIN LTD 220.00%0.00%0.00%Q2 2021Q3 20212
Quantitative Advantage, LLC 220.03%0.03%0.03%Q4 2022Q1 20232
NEXT Financial Group, Inc 110.00%0.00%0.00%Q1 2020Q3 20202
Aspire Private Capital, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Creative Planning 220.00%0.00%0.00%Q4 2020Q1 20212
Laurel Wealth Planning LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Coastal Bridge Advisors, LLC 110.23%0.23%0.23%Q4 2021Q4 20211
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Walleye Capital LLC 110.00%0.00%0.00%Q3 2023Q3 20231
My Personal CFO, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
BARCLAYS PLC 110.00%0.00%0.00%Q2 2021Q2 20211
Williams Jones Wealth Management, LLC. 110.00%0.00%0.00%Q1 2022Q1 20221
Csenge Advisory Group 110.01%0.01%0.01%Q2 2023Q2 20231
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Spire Wealth Management 110.01%0.01%0.01%Q3 2023Q3 20231
Phoenix Wealth Advisors 110.17%0.17%0.17%Q3 2023Q3 20231
TOBIAS FINANCIAL ADVISORS, INC. 110.12%0.12%0.12%Q2 2023Q2 20231
COMPTON CAPITAL MANAGEMENT INC /RI 110.07%0.07%0.07%Q1 2021Q1 20211
Fieldpoint Private Securities, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q4 2022Q4 20221
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
FinTrust Capital Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Portfolio Strategies, Inc. 112.41%2.41%2.41%Q1 2021Q1 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Wagner Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Jacobi Capital Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Great Diamond Partners, LLC 110.07%0.07%0.07%Q1 2023Q1 20231
Redwood Financial Network Corp 110.19%0.19%0.19%Q1 2022Q1 20221
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
NIEMANN CAPITAL MANAGEMENT INC 110.82%0.82%0.82%Q2 2020Q2 20201
VisionPoint Advisory Group, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NWAM LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Syverson Strege & Co 110.00%0.00%0.00%Q1 2023Q1 20231
Prism Advisors, Inc. 110.08%0.08%0.08%Q4 2020Q4 20201
Western Wealth Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
MANCHESTER FINANCIAL INC 110.01%0.01%0.01%Q1 2021Q1 20211
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q2 2021Q2 20211
One Capital Management, LLC 110.16%0.16%0.16%Q4 2022Q4 20221
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q1 2023Q1 20231
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q1 2022Q1 20221
Horan Securities, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q1 2021Q1 20211
External links

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