SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 23230.00%0.00%0.00%Q1 2018Q3 202323
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Prestige Wealth Management Group LLC 20200.01%0.01%0.01%Q4 2018Q3 202320
WELLS FARGO & COMPANY/MN 19190.00%0.00%0.00%Q1 2019Q3 202319
HighTower Advisors, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
IFP Advisors, Inc 1410.00%0.00%0.00%Q1 2016Q4 202218
UBS Group AG 1510.00%0.00%0.00%Q1 2018Q3 202318
MORGAN STANLEY 1230.00%0.00%0.00%Q3 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
OPTIMUM INVESTMENT ADVISORS 12120.01%0.03%0.06%Q4 2020Q3 202312
ENVESTNET ASSET MANAGEMENT INC 910.00%0.00%0.00%Q4 2019Q3 202312
LPL Financial LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
3D/L Capital Management, LLC 11110.07%0.09%0.12%Q1 2021Q3 202311
ROYAL BANK OF CANADA 510.00%0.00%0.00%Q1 2020Q3 202311
MEEDER ASSET MANAGEMENT INC 10100.00%0.01%0.03%Q2 2020Q3 202210
3D ASSET MANAGEMENT, INC 10100.07%0.09%0.12%Q2 2018Q3 202010
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 990.01%0.14%0.26%Q2 2019Q2 20219
Raymond James Financial Services Advisors, Inc. 630.00%0.00%0.00%Q4 2020Q3 20239
Fort Point Capital Partners LLC 990.06%0.06%0.07%Q3 2021Q3 20239
BARCLAYS PLC 770.00%0.00%0.00%Q1 2022Q3 20237
WealthBridge Capital Management, LLC 770.09%0.20%0.26%Q1 2022Q3 20237
Patriot Financial Group Insurance Agency, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
Lido Advisors, LLC 770.00%0.04%0.09%Q1 2020Q3 20217
COMMONWEALTH EQUITY SERVICES, LLC 660.01%0.01%0.01%Q1 2019Q2 20206
Spire Wealth Management 510.00%0.00%0.00%Q1 2021Q1 20236
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.00%0.00%0.00%Q3 2018Q4 20196
Citadel Advisors 310.00%0.00%0.00%Q2 2020Q3 20236
Financial Engines Advisors L.L.C. 660.01%0.01%0.01%Q4 2018Q1 20206
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q1 2018Q1 20205
Tower Research Capital LLC (TRC) 550.00%0.00%0.01%Q3 2021Q3 20225
WEALTH MANAGEMENT RESOURCES, INC. 440.11%0.17%0.21%Q4 2022Q3 20234
Edelman Financial Services, LLC 440.00%0.02%0.02%Q1 2018Q4 20184
Lake Point Wealth Management 330.00%0.00%0.00%Q4 2018Q2 20193
Cambridge Investment Research Advisors, Inc. 210.00%0.00%0.00%Q1 2019Q1 20223
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q4 2017Q4 20183
Financial Advocates Investment Management 330.15%0.16%0.16%Q3 2022Q1 20233
Bell Rock Capital LLC 220.01%0.01%0.02%Q2 2018Q3 20182
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
Virtu Financial LLC 220.02%0.03%0.04%Q1 2018Q2 20182
WealthCare Investment Partners, LLC 220.19%0.20%0.21%Q1 2022Q2 20222
American Portfolios Advisors 220.02%0.02%0.02%Q2 2018Q3 20182
Cetera Advisors LLC 220.02%0.02%0.03%Q2 2023Q3 20232
PNC FINANCIAL SERVICES GROUP, INC. 220.00%0.00%0.00%Q1 2018Q2 20182
CREDIT SUISSE AG/ 220.00%0.00%0.00%Q2 2022Q3 20222
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
TOTH FINANCIAL ADVISORY CORP 220.00%0.00%0.00%Q2 2023Q3 20232
Brinker Capital Investments, LLC 220.02%0.04%0.05%Q2 2020Q3 20202
Advisory Services Network, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
NIEMANN CAPITAL MANAGEMENT INC 111.68%1.68%1.68%Q4 2019Q4 20191
FMR LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Cherry Tree Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Trek Financial, LLC 110.20%0.20%0.20%Q2 2023Q2 20231
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q1 2020Q1 20201
WEBSTER BANK, N. A. 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.